Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.3M
- Dental$2.3M
- Prescription drug$2.3M
- Vision$130K
- Life$130K
- Long-term disability$130K
- +1 more
Sponsor portfolio
SAMUELS & ASSOCIATES MANAGEMENT, LLC
EIN 04-3448016real estateLatest filing 2025
Plans
2
Retirement
1
$14.9M assets
Welfare
1
$2.5M premiums
Participants
507
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.5M premiums / 582 covered livesCarrier market share
Premium dollars by Schedule A carrier
95%top
- BLUE CROSS OF CALIFORNIA95%
- PRINCIPAL LIFE INSURANCE COMPANY5%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SAMUELS & ASSOCIATES 401(K) PLAN
401k
Assets$14.9M
Participants216
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SAMUELS & ASSOCIATES MANAGEMENT, LLC GROUP BENEFIT
Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.
Premiums$2.5M
Covered lives582
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SAMUELS & ASSOCIATES 401(K) PLAN | 401k | $14.9M | 216 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SAMUELS & ASSOCIATES MANAGEMENT, LLC GROUP BENEFIT | Fully Insured | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | $2.5M | 582 | 2025 |
Retirement plans
Welfare plans