Samba Benefit Plan — Form 5500 plan (Special Agents Mutual Benefit Association)
Plain-English plan 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, Samba Benefit Plan is a benefit plan reported by Special Agents Mutual Benefit Association under EIN 52-1074154 and plan number 501. The latest loaded filing year is 2023. The filing reports 91,626 participants and $184,391,338 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Special Agents Mutual Benefit Association
- EIN
- 52-1074154
- Plan number
- 501
- Plan type
- 2
- Location
- Rockville, MD
- Latest filing year
- 2023
- Participants
- 91,626
- End-of-year plan assets
- $184,391,338
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 91,626 | H, C | 20240729090422NAL0018612769001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $184,391,338
- Total liabilities (EOY)
- $10,013,804
- Net assets (EOY)
- $174,377,534
- Net assets (BOY)
- $153,632,261
Income & contributions
- Participant contributions
- $23,157,155
- Total contributions
- $23,157,155
- Total income / additions
- $47,728,887
Expenses & distributions
- Benefits paid
- $23,985,058
- Administrative expenses
- $2,998,556
- Total expenses
- $26,983,614
- Net increase / (decrease)
- $20,745,273
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Samba Benefit Plan | EMPLOYEE | $1,896,191 | not reported in the loaded dataset | 2023 |
| Mainline Information Systems | NONE | $910,086 | not reported in the loaded dataset | 2023 |
| Aetna Life Insurance Company | CONTRACT ADMINISTRATOR | $570,405 | not reported in the loaded dataset | 2023 |
| Ram Technologies | NONE | $551,210 | not reported in the loaded dataset | 2023 |
| Optum, Inc. | NONE | $500,855 | not reported in the loaded dataset | 2023 |
| Pnc Institutional Investments | NONE | $478,143 | not reported in the loaded dataset | 2023 |
| Counterpoint Software Inc | NONE | $460,310 | not reported in the loaded dataset | 2023 |
| Balmar Inc (Hbp) | NONE | $181,889 | not reported in the loaded dataset | 2023 |
| Carousel Industries Of North Americ | NONE | $169,002 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown Pc | NONE | $143,314 | not reported in the loaded dataset | 2023 |
| Optuminsight, Inc | NONE | $131,914 | not reported in the loaded dataset | 2023 |
| Vw Brown Insurance Service LLC | NONE | $0 | $128,973 | 2023 |
| Ermer & Suter, Pllc | DAVID ERMER-SECRETARY BOD | $102,271 | not reported in the loaded dataset | 2023 |
| Windstream | NONE | $100,409 | not reported in the loaded dataset | 2023 |
| Hubbard Radio Washington Dc,LLC | NONE | $90,000 | not reported in the loaded dataset | 2023 |
| Eyemed Vision Care | NONE | $89,308 | not reported in the loaded dataset | 2023 |
| Mary Livingston | NONE | $78,219 | not reported in the loaded dataset | 2023 |
| Guidepoint Security LLC | NONE | $69,602 | not reported in the loaded dataset | 2023 |
| Cigna | NONE | $69,281 | $0 | 2023 |
| Hyland Software, Inc | NONE | $47,841 | not reported in the loaded dataset | 2023 |
| William P O'Hanlon | PRESIDENT, SAMBA BOD | $46,000 | not reported in the loaded dataset | 2023 |
| Tyco Fire And Security Management | NONE | $38,328 | not reported in the loaded dataset | 2023 |
| Databank Holdings | NONE | $28,211 | not reported in the loaded dataset | 2023 |
| Crayon Software Experts LLC | NONE | $27,116 | not reported in the loaded dataset | 2023 |
| House Of Printing Inc | NONE | $17,579 | not reported in the loaded dataset | 2023 |
| Ntirety, Inc | NONE | $17,242 | not reported in the loaded dataset | 2023 |
| Lynn Chang | NONE | $16,839 | not reported in the loaded dataset | 2023 |
| Zixcorp Systems Inc | NONE | $13,290 | not reported in the loaded dataset | 2023 |
| John Martucci | NONE | $11,700 | not reported in the loaded dataset | 2023 |
| Muletown Media LLC | NONE | $9,500 | not reported in the loaded dataset | 2023 |
| Mitchell I. Serota & Associates Inc | NONE | $9,400 | not reported in the loaded dataset | 2023 |
| Promosandlogos.Com Inc | NONE | $6,977 | not reported in the loaded dataset | 2023 |
| Fulfillment Solutions Inc | NONE | $5,640 | not reported in the loaded dataset | 2023 |
| Commonwealth Digital Office | NONE | $5,230 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Special Agents Mutual Benefit Association
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Rockville, MD
- Samba Benefit Plan — Schedule C compensation
- Mainline Information Systems — Schedule C compensation
- Aetna Life Insurance Company — Schedule C compensation
- Ram Technologies — Schedule C compensation
- Optum, Inc. — Schedule C compensation
- Pnc Institutional Investments — Schedule C compensation
- Counterpoint Software Inc — Schedule C compensation
- Balmar Inc (Hbp) — Schedule C compensation
- Carousel Industries Of North Americ — Schedule C compensation
- Withumsmith+Brown Pc — Schedule C compensation
- Optuminsight, Inc — Schedule C compensation
- Vw Brown Insurance Service LLC — Schedule C compensation
- Ermer & Suter, Pllc — Schedule C compensation
- Windstream — Schedule C compensation
- Hubbard Radio Washington Dc,LLC — Schedule C compensation
- Eyemed Vision Care — Schedule C compensation
- Mary Livingston — Schedule C compensation
- Guidepoint Security LLC — Schedule C compensation
- Cigna — Schedule C compensation
- Hyland Software, Inc — Schedule C compensation
- William P O'Hanlon — Schedule C compensation
- Tyco Fire And Security Management — Schedule C compensation
- Databank Holdings — Schedule C compensation
- Crayon Software Experts LLC — Schedule C compensation
- House Of Printing Inc — Schedule C compensation
- Ntirety, Inc — Schedule C compensation
- Lynn Chang — Schedule C compensation
- Zixcorp Systems Inc — Schedule C compensation
- John Martucci — Schedule C compensation
- Muletown Media LLC — Schedule C compensation
- Mitchell I. Serota & Associates Inc — Schedule C compensation
- Promosandlogos.Com Inc — Schedule C compensation
- Fulfillment Solutions Inc — Schedule C compensation
- Commonwealth Digital Office — Schedule C compensation