Christy Carver signed Cubic Corporation's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cubic Corporation's EIN is 95-1678055.
Download the official 2023 Form 5500 (PDF) for Cubic Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Cubic Corporation's plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRUDENTIAL INSURANCE CO. | 22-1211670 | — | CUSTODIAN | $80K | — |
| US BANK | — | LOS ANGELES, CA | CUSTODIAN | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MERCER ACT LNG CORP INV PORTFOLIO MERCER TRUST COMPANY LLC · EIN 45-6178743 / PN 004 | Common Collective Trust | — | $38.3M | $38.9M | 49.6% | |
| MERCER ACTIVE INTER CR FIXED INCOME MERCER TRUST COMPANY LLC · EIN 85-2621954 / PN 048 | Common Collective Trust | — | $12.9M | $13.5M | 17.3% | |
| SSGA INT US GOVT/CREDIT BD INDX NL STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 184 | Common Collective Trust | — | $10.8M | $11.2M | 14.3% | |
| MERCER US LG CAP PASSIVE EQ PORTFOL MERCER TRUST COMPANY LLC · EIN 03-0566613 / PN 005 | Common Collective Trust | — | $3.2M | $5.1M | 6.5% | |
| MERCER NON US CORE EQ PORTFOLIO MERCER TRUST COMPANY LLC · EIN 03-0566617 / PN 009 | Common Collective Trust | — | $1.5M | $2.5M | 3.1% | |
| MERCER PASS LONG CR FIXED INC MERCER TRUST COMPANY LLC · EIN 51-0560117 / PN 010 | Common Collective Trust | — | $2.1M | $1.9M | 2.4% | |
| REAL ASSET NL SERIES - CLASS A SSGA TRUST COMPANY · EIN 90-0337987 / PN 374 | Common Collective Trust | — | $750K | $1.2M | 1.5% | |
| MERCER OPP FIXED INCOME PORTFOLIO MERCER TRUST COMPANY LLC · EIN 36-7630030 / PN 020 | Common Collective Trust | — | $973K | $1.2M | 1.5% | |
| SHORT TERM PRUDENTIAL INSURANCE CO. · EIN 22-1211670 / PN 044 | Pooled Separate Account | — | $1.1M | $1.1M | 1.4% | |
| MERCER EMERGING MKTS EQ PORTFOLIO MERCER TRUST COMPANY LLC · EIN 32-6219484 / PN 017 | Common Collective Trust | — | $837K | $1.0M | 1.3% | |
| MERCER US SM/MD CAP EQ PORTFOLIO MERCER TRUST COMPANY LLC · EIN 03-0566611 / PN 003 | Common Collective Trust | — | $407K | $809K | 1.0% | |
| U.S. Bank National Association Money Market US Bank Money Market (Mmda) lt&c | Cash / Money Market | — | $25K | $25K | <0.1% | |
| MERCER GLOBAL LOW VOLATILITY EQ POR MERCER TRUST COMPANY LLC · EIN 35-7004395 / PN 018 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| MERCER INVESTMENTS LLC |
| — |
| BOSTON, MA |
| INVESTMENT MANAGER |
| $220K |
| — |
| STATE STREET GLOBAL ADVISORS TRUST | 81-4017137 | — | INVESTMENT MANAGER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ CPAS, P.C. | 43-1947695 | — | ACCOUNTING/AUDIT | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ BENEFITS & INSURANCE SERVICES | 31-1582098 | — | NONE | $4K | — |
