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  2. CUBIC CORPORATION
Sponsor portfolioTH

CUBIC CORPORATION

EIN 95-1678055-information technology and services-Latest filing 2024
Plans
3
Retirement
2
$712.6M assets
Welfare
1
$9.2M premiums
Participants
8,119
9233 BALBOA AVE - SAN DIEGO, CA 92123858-505-2566cubic.comLinkedIn5001-10000 employeesinformation technology and services
Plans on this EIN
3 filings
#001401k-$634.2M - 4,217 part#002TraditionalDB-$78.4M - 1,894 part#501Fully Insured-$9.2M - 3,554 lives

Retirement portfolio analytics

2 plans aggregated / $712.6M assets / 6,111 participants

Assets by plan

Share of aggregate retirement assets

89%top
  • 401(K) RETIREMENT PLAN (#001)89%
  • CUBIC CORPORATION PENSION (#002)11%
Total $712.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#001)4,217
  • CUBIC CORPORATION PENSION (#002)1,894
Total 6,111Click row to drill in

Benefits portfolio analytics

1 plan / $9.2M premiums / 3,554 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.8M
  • Other$1.2M
  • Long-term disability$794K
  • Life$758K
  • Dental$364K
  • Vision$364K
  • +2 more
Total $9.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
75%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY75%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA18%
  • FOUR EVER LIFE INSURANCE COMPANY5%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
  • NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK0%
  • +1 more
Total $9.2M6 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • MCGRIFF INSURANCE SERVICES INC85%
  • MERCER HEALTH AND BENEFITS, LLC15%
  • CHUCK TONDA0%
Total $157K3 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$634.2M
Participants4,217
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CUBIC CORPORATION PENSION PLAN

TraditionalDB

Assets$78.4M
Participants1,894
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CUBIC CORPORATION GROUP HEALTH AND WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$9.2M
Covered lives3,554
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CUBIC CORPORATION 401(K) RETIREMENT PLAN401k$634.2M4,2172024
002CUBIC CORPORATION PENSION PLANTraditionalDB$78.4M1,8942024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CUBIC CORPORATION GROUP HEALTH AND WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$9.2M3,5542024
Retirement plans
Welfare plans
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