2023 Form 5500 filing — Samba Benefit Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240729090422NAL0018612769001) for Samba Benefit Plan, reported by Special Agents Mutual Benefit Association under EIN 52-1074154 and plan number 501. It reports 91,626 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729090422NAL0018612769001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Special Agents Mutual Benefit Association
- EIN
- 52-1074154
- Plan number
- 501
- Location
- Rockville, MD
- Participants
- 91,626
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $184,391,338
- Total liabilities (EOY)
- $10,013,804
- Net assets (EOY)
- $174,377,534
- Participant contributions
- $23,157,155
- Total income / additions
- $47,728,887
- Benefits paid
- $23,985,058
- Administrative expenses
- $2,998,556
- Total expenses
- $26,983,614
- Net increase / (decrease)
- $20,745,273
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Samba Benefit Plan | EMPLOYEE | $1,896,191 | not reported in the loaded dataset |
| Mainline Information Systems | NONE | $910,086 | not reported in the loaded dataset |
| Aetna Life Insurance Company | CONTRACT ADMINISTRATOR | $570,405 | not reported in the loaded dataset |
| Ram Technologies | NONE | $551,210 | not reported in the loaded dataset |
| Optum, Inc. | NONE | $500,855 | not reported in the loaded dataset |
| Pnc Institutional Investments | NONE | $478,143 | not reported in the loaded dataset |
| Counterpoint Software Inc | NONE | $460,310 | not reported in the loaded dataset |
| Balmar Inc (Hbp) | NONE | $181,889 | not reported in the loaded dataset |
| Carousel Industries Of North Americ | NONE | $169,002 | not reported in the loaded dataset |
| Withumsmith+Brown Pc | NONE | $143,314 | not reported in the loaded dataset |
| Optuminsight, Inc | NONE | $131,914 | not reported in the loaded dataset |
| Vw Brown Insurance Service LLC | NONE | $0 | $128,973 |
| Ermer & Suter, Pllc | DAVID ERMER-SECRETARY BOD | $102,271 | not reported in the loaded dataset |
| Windstream | NONE | $100,409 | not reported in the loaded dataset |
| Hubbard Radio Washington Dc,LLC | NONE | $90,000 | not reported in the loaded dataset |
| Eyemed Vision Care | NONE | $89,308 | not reported in the loaded dataset |
| Mary Livingston | NONE | $78,219 | not reported in the loaded dataset |
| Guidepoint Security LLC | NONE | $69,602 | not reported in the loaded dataset |
| Cigna | NONE | $69,281 | $0 |
| Hyland Software, Inc | NONE | $47,841 | not reported in the loaded dataset |
| William P O'Hanlon | PRESIDENT, SAMBA BOD | $46,000 | not reported in the loaded dataset |
| Tyco Fire And Security Management | NONE | $38,328 | not reported in the loaded dataset |
| Databank Holdings | NONE | $28,211 | not reported in the loaded dataset |
| Crayon Software Experts LLC | NONE | $27,116 | not reported in the loaded dataset |
| House Of Printing Inc | NONE | $17,579 | not reported in the loaded dataset |
| Ntirety, Inc | NONE | $17,242 | not reported in the loaded dataset |
| Lynn Chang | NONE | $16,839 | not reported in the loaded dataset |
| Zixcorp Systems Inc | NONE | $13,290 | not reported in the loaded dataset |
| John Martucci | NONE | $11,700 | not reported in the loaded dataset |
| Muletown Media LLC | NONE | $9,500 | not reported in the loaded dataset |
| Mitchell I. Serota & Associates Inc | NONE | $9,400 | not reported in the loaded dataset |
| Promosandlogos.Com Inc | NONE | $6,977 | not reported in the loaded dataset |
| Fulfillment Solutions Inc | NONE | $5,640 | not reported in the loaded dataset |
| Commonwealth Digital Office | NONE | $5,230 | not reported in the loaded dataset |