Who sponsors the Cubic Corporation Pension Plan?

Cubic Corporation Pension Plan is reported as sponsored by Cubic Corporation (EIN 95-1678055, plan number 002) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Cubic Corporation Pension Plan?

The latest Form 5500 filing year loaded for Cubic Corporation Pension Plan is 2023.

How many participants does Cubic Corporation Pension Plan report?

Cubic Corporation Pension Plan reports 1,923 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Cubic Corporation Pension Plan?

Cubic Corporation Pension Plan reports $78,358,009 in end-of-year plan assets in its latest loaded Form 5500 filing.

Cubic Corporation Pension Plan — Form 5500 plan (Cubic Corporation)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Cubic Corporation Pension Plan is a benefit plan reported by Cubic Corporation under EIN 95-1678055 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,923 participants and $78,358,009 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor: Cubic Corporation
EIN: 95-1678055
Plan number: 002
Plan type: 2
Location: San Diego, CA
Latest filing year: 2023
Participants: 1,923
End-of-year plan assets: $78,358,009

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	1,923	H, C	20250625110616NAL0011426752001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY): $78,358,009
Total liabilities (EOY): $0
Net assets (EOY): $78,358,009
Net assets (BOY): $73,532,531

Income & contributions

Total contributions: $0
Total income / additions: $11,811,774

Expenses & distributions

Benefits paid: $6,543,205
Administrative expenses: $443,091
Total expenses: $6,986,296
Net increase / (decrease): $4,825,478

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Mercer Investments LLC	INVESTMENT MANAGER	$219,984	$0	2023
Us Bank	CUSTODIAN	$27,650	not reported in the loaded dataset	2023
Cbiz Cpas, P.C.	ACCOUNTING/AUDIT	$25,279	not reported in the loaded dataset	2023
Cbiz Benefits & Insurance Services	NONE	$3,500	not reported in the loaded dataset	2023
State Street Global Advisors Trust	INVESTMENT MANAGER	$2,420	$0	2023
Prudential Insurance Co.	CUSTODIAN	$79,770	-$126,833	2023