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SPECIAL AGENTS MUTUAL BENEFIT ASSOC

EIN 52-1074154-Finance and Insurance-Latest filing 2025
Plans
3
Retirement
2
$23.6M assets
Welfare
1
$13.6M premiums
Participants
109,733
11301 OLD GEORGETOWN RD - ROCKVILLE, MD 20852301-984-4110sambaplans.comLinkedIn1-10 employees
Plans on this EIN
3 filings
#001TraditionalDB-$13.1M - 86 part#002401k-$10.5M - 74 part#501Mixed-$13.6M - 84,678 lives

Retirement portfolio analytics

2 plans aggregated / $23.6M assets / 160 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • BENEFIT ASSOCIATION PENSION (#001)56%
  • BENEFIT ASSOCIATION 401(K) (#002)44%
Total $23.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BENEFIT ASSOCIATION PENSION (#001)86
  • BENEFIT ASSOCIATION 401(K) (#002)74
Total 160Click row to drill in

Benefits portfolio analytics

1 plan / $13.6M premiums / 84,678 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$12.1M
  • Dental$1.5M
  • Other$30K
Total $13.6M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA89%
  • AETNA LIFE INSURANCE COMPANY11%
  • ARAG INSURANCE COMPANY0%
Total $13.6M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • SAMBA100%
Total $6K1 slice

Plan deep-dives

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

SPECIAL AGENTS MUTUAL BENEFIT ASSOCIATION PENSION PLAN

TraditionalDB

Assets$13.1M
Participants86
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SPECIAL AGENTS MUTUAL BENEFIT ASSOCIATION 401(K) PLAN

401k

Assets$10.5M
Participants74
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SAMBA BENEFIT PLAN

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$13.6M
Covered lives84,678
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SPECIAL AGENTS MUTUAL BENEFIT ASSOCIATION PENSION PLANTraditionalDB$13.1M862025
002SPECIAL AGENTS MUTUAL BENEFIT ASSOCIATION 401(K) PLAN401k$10.5M742025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SAMBA BENEFIT PLANMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$13.6M84,6782025
Retirement plans
Welfare plans
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