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  2. CUBIC CORPORATION
Sponsor portfolioTH

CUBIC CORPORATION

EIN 95-1678055-information technology and services-Latest filing 2025
Plans
3
Retirement
2
$722.9M assets
Welfare
1
$2.4M premiums
Participants
7,869
9333 BALBOA AVE - SAN DIEGO, CA 92123858-277-6780cubic.comLinkedIn5001-10000 employeesinformation technology and services
Plans on this EIN
3 filings
#001401k-$648.7M - 4,168 part#002TraditionalDB-$74.2M - 1,857 part#501Mixed-$2.4M - 5,432 lives

Retirement portfolio analytics

2 plans aggregated / $722.9M assets / 6,025 participants

Assets by plan

Share of aggregate retirement assets

90%top
  • 401(K) RETIREMENT PLAN (#001)90%
  • CUBIC CORPORATION PENSION (#002)10%
Total $722.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#001)4,168
  • CUBIC CORPORATION PENSION (#002)1,857
Total 6,025Click row to drill in

Benefits portfolio analytics

1 plan / $2.4M premiums / 5,432 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.2M
  • Life$735K
  • Long-term disability$724K
  • Health$426K
  • Short-term disability$324K
  • Prescription drug$24K
Total $2.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
66%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA66%
  • FOUR EVER LIFE INSURANCE COMPANY16%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY9%
  • METROPOLITAN LIFE INSURANCE COMPANY6%
  • NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK1%
  • +2 more
Total $2.4M7 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • MARSH & MCLENNAN AGENCY LLC74%
  • MCGRIFF INSURANCE SERVICES INC15%
  • MERCER HEALTH AND BENEFITS, LLC10%
  • CHUCK TONDA0%
  • BB&T INSURANCE SERVICES, INC.0%
Total $162K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CUBIC CORPORATION 401(K) RETIREMENT PLAN

401k

Assets$648.7M
Participants4,168
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CUBIC CORPORATION PENSION PLAN

TraditionalDB

Assets$74.2M
Participants1,857
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CUBIC CORPORATION GROUP HEALTH AND WELFARE PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$2.4M
Covered lives5,432
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CUBIC CORPORATION 401(K) RETIREMENT PLAN401k$648.7M4,1682025
002CUBIC CORPORATION PENSION PLANTraditionalDB$74.2M1,8572025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CUBIC CORPORATION GROUP HEALTH AND WELFARE PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$2.4M5,4322025
Retirement plans
Welfare plans
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