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  2. Special Agents Mutual Benefit Assoc.
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
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Filings through Oct 24, 2026.

Special Agents Mutual Benefit Assoc.

EIN 52-1074154-Other Services (except Public Administration)-Latest filing 2025
Plans
3
Retirement
2
$23.6M assets
Health & Benefits
1
$13.6M premiums
Participants
109,733
11301 OLD GEORGETOWN RD - ROCKVILLE, MD 208522860301-984-4110sambaplans.comLinkedIn1-10 employees
Plans on this EIN
3 filings
#001Traditional DB-$13.1M - 86 part#002401(k)-$10.5M - 74 part#501Mixed-$13.6M - 84,678 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $23.6M assets / 160 participants

Assets by plan

Share of aggregate retirement assets

  • BENEFIT ASSOCIATION PENSION (#001)$13.1M
  • BENEFIT ASSOCIATION 401(K) (#002)$10.5M
Total $23.6MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • BENEFIT ASSOCIATION PENSION (#001)86
  • BENEFIT ASSOCIATION 401(K) (#002)74
Total 160Select a row to open it

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
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

SPECIAL AGENTS MUTUAL BENEFIT ASSOCIATION PENSION PLAN

Traditional DB

Assets$13.1M
Participants86
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

SPECIAL AGENTS MUTUAL BENEFIT ASSOCIATION 401(K) PLAN

401(k)

Assets$10.5M
Participants74
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

SAMBA BENEFIT PLAN

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$13.6M
Covered lives84,678
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001SPECIAL AGENTS MUTUAL BENEFIT ASSOCIATION PENSION PLANTraditional DB$13.1M862025
#002SPECIAL AGENTS MUTUAL BENEFIT ASSOCIATION 401(K) PLAN401(k)$10.5M742025
  • SPECIAL AGENTS MUTUAL BENEFIT ASSOCIATION PENSION PLAN$13.1M
    #001 · Traditional DB · 202586
  • SPECIAL AGENTS MUTUAL BENEFIT ASSOCIATION 401(K) PLAN$10.5M
    #002 · 401(k) · 202574

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501SAMBA BENEFIT PLANMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$13.6M84,6782025
  • SAMBA BENEFIT PLAN$13.6M
    #501 · Mixed · PRUDENTIAL INSURANCE COMPANY OF AMERICA · 202584,678
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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