Special Agents Mutual Benefit Association's EIN is 52-1074154.
Download the official 2024 Form 5500 (PDF) for Special Agents Mutual Benefit Association from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Special Agents Mutual Benefit Association's plan includes health coverage, life insurance, dental coverage, vision coverage, long-term disability.
Holdings are itemized directly on this plan's Schedule of Assets, below.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY | 06-6033492 | — | CONTRACT ADMINISTRATOR | $692K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAMBA BENEFIT PLAN | 52-1074154 | — | EMPLOYEE | $2.0M | — |
| RAM TECHNOLOGIES INC. | 23-2221740 | — | NONE | $561K | — |
| WITHUMSMITH+BROWN PC | 22-2027092 | — | NONE | $481K | — |
| COUNTERPOINT SOFTWARE INC | 51-0300805 | — | NONE | $439K | — |
| PNC INSTITUTIONAL INVESTMENTS | 25-1211909 | — | NONE | $432K | — |
| ZELIS PAYMENTS HOLDINGS LLC | 84-3069529 | — | NONE | $369K | — |
| MAINLINE INFORMATION SYSTEMS | — | TALLAHASSEE, FL | NONE | $242K | — |
| OPTUMINSIGHT, INC. | 41-1858498 | — | NONE | $191K | — |
| BALMAR INC (HBP) | 04-3725251 | — | NONE | $138K | — |
| HOUSE OF PRINTING INC | 52-0942907 | — | NONE | $137K | — |
| HUBBARD RADIO WASHINGTON DC,LLC | 27-4939278 | — | NONE | $110K | — |
| CAROUSEL INDUSTRIES OF NORTH AMERIC | 06-1502254 | — | NONE | $95K | — |
| EYEMED VISION CARE | 80-0773195 | — | NONE | $88K | — |
| CHANGE HEALTHCARE OPERATIONS LLC | 20-5731067 | — | NONE | $84K | — |
| HYLAND SOFTWARE, INC | 64-1699247 | — | NONE | $64K | — |
| MARY LIVINGSTON | — | CROFTON, MD | NONE | $64K | — |
| COMMONWEALTH DIGITAL OFFICE | — | STERLING, VA | NONE | $53K | — |
| JOHN MARTUCCI | — | OCEAN CITY, MD | NONE | $50K | — |
| WILLIAM P O'HANLON | — | JEFFERSONTON, VA | PRESIDENT SAMBA BOD | $46K | — |
| CIGNA | 59-1031071 | — | NONE | $46K | — |
| ZIXCORP SYSTEMS INC | — | DALLAS, TX | NONE | $45K | — |
| WINDSTREAM | — | LOUISVILLE, KY | NONE | $43K | — |
| DATABANK HOLDINGS | 83-0409949 | — | NONE | $29K | — |
| CRAYON SOFTWARE EXPERTS LLC | 47-2237420 | — | NONE | $27K | — |
| ERMER & SUTER, PLLC | 26-1616418 | — | DAVID ERMER-SECRETARY BOD | $25K | — |
| LYNN CHANG | — | GAITHERSBURG, MD | NONE | $23K | — |
| NTIRETY, INC | 26-4826233 | — | NONE | $20K | — |
| PROMOSANDLOGOS.COM INC | 20-1951023 | — | NONE | $16K | — |
| CARANGI & ASSOCIATES INC | — | CRANBERRY TOWNSHIP, PA | NONE | $9K | — |
| FULFILLMENT SOLUTIONS INC | 54-1899136 | — | NONE | $7K | — |
| PAMELA CUMMINGS | — | GAITHERSBURG, MD | NONE | $6K | — |
| VW BROWN INSURANCE SERVICE LLC | 26-0274369 | — | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Interest Bearing Cash FIDELITY GOVERNMENT PORT-INS FD# 2642 Prime MM N/A | Mutual Funds | — | $18.3M | $18.3M | 9.1% | |
| Registered Investment Companies FIDELITY 500 INDEX FD-AI Mutual Fund N/A | Common Collective Trusts | — | $9.7M | $15.2M | 7.6% | |
| VANGUARD BD INDEX FD INC TOTAL BD MKT PORTFOLIO INSTL FD #222 Mutual Fund N/A | Mutual Funds | — | $13.3M | $11.0M | 5.5% | |
| Fidelity Government PORT-INS FD #2642 N/A | Mutual Funds | — | $10.0M | $10.0M | 5.0% | |
| ISHARES CORE DIVIDEND GROWTH ETF Mutual Fund N/A | Other securities | — | $2.0M | $2.7M | 1.4% | |
| USA TREASURY NTS U.S. Government Securities 2.38% 5/15/2029 | Bonds / Notes | — | $2.6M | $2.5M | 1.3% | |
| USA TREASURY NOTES U.S. Government Securities 4.50% 11/15/2033 | U.S. Treasuries | — | $2.3M | $2.2M | 1.1% | |
| USA TREASURY NOTES U.S. Government Securities 4.38% 7/31/2026 | U.S. Treasuries | — | $2.1M | $2.1M | 1.1% | |
| ISHARES CORE MSCI EAFE ETF Mutual Fund N/A | Other securities | — | $1.7M | $2.1M | 1.0% | |
| MICROSOFT CORP Common Stock N/A | Common Stocks | — | $417K | $2.0M | 1.0% | |
| USA TREASURY NOTES U.S. Government Securities 4.63% 2/28/2026 | U.S. Treasuries | — | $1.9M | $2.0M | 1.0% | |
| APPLE INC Common Stock N/A | Common Stocks | — | $278K | $1.9M | 1.0% | |
| ID # 52-1074154, Plan # 501 December 31, 2024 US TREASURY NTS U.S. Government Securities 2.13% 5/31/2026 | U.S. Treasuries | — | $1.9M | $1.9M | 0.9% | |
| USA TREASURY NOTES U.S. Government Securities 1.88% 11/15/2051 | U.S. Treasuries | — | $2.0M | $1.8M | 0.9% | |
| NVIDIA CORP Common Stock N/A | Common Stocks | — | $1.8M | $1.7M | 0.9% | |
| ID # 52-1074154, Plan # 501 December 31, 2024 USA TREASURY NOTES U.S. Government Securities 0.63% 5/15/2030 | U.S. Treasuries | — | $1.7M | $1.7M | 0.8% | |
| USA TREASURY NOTES U.S. Government Securities 4.25% 1/31/2026 | U.S. Treasuries | — | $1.5M | $1.5M | 0.8% | |
| USA TREASURY NOTES U.S. Government Securities 4.88% 4/30/2026 | U.S. Treasuries | — | $1.5M | $1.5M | 0.8% | |
| USA TREASURY NOTES U.S. Government Securities 2.38% 5/15/2027 | U.S. Treasuries | — | $1.5M | $1.5M | 0.7% | |
| USA TREASURY NOTES U.S. Government Securities 4.50% 3/31/2026 | U.S. Treasuries | — | $1.4M | $1.4M | 0.7% | |
| ALPHABET INC/CA-CL A Common Stock N/A | Common Stocks | — | $335K | $1.4M | 0.7% | |
| USA TREASURY NOTES U.S. Government Securities 4.63% 6/30/2026 | U.S. Treasuries | — | $1.4M | $1.4M | 0.7% | |
| AMAZON COM INC Common Stock N/A | Common Stocks | — | $582K | $1.3M | 0.7% | |
| USA TREASURY NOTES U.S. Government Securities 4.38% 7/31/2026 | U.S. Treasuries | — | $1.1M | $1.1M | 0.6% | |
| BROADCOM INC Common Stock N/A | Common Stocks | — | $125K | $1.1M | 0.5% | |
| META PLATFORMS INC Common Stock N/A | Common Stocks | — | $386K | $1.1M | 0.5% | |
| USA TREASURY NOTES U.S. Government Securities 4.63% 2/28/2026 | U.S. Treasuries | — | $996K | $1.0M | 0.5% | |
| USA TREASURY NOTES U.S. Government Securities 2.75% 8/31/2025 | U.S. Treasuries | — | $973K | $990K | 0.5% | |
| US TREASURY NTS U.S. Government Securities 2.13% 5/31/2026 | U.S. Treasuries | — | $949K | $947K | 0.5% | |
| USA TREASURY NOTES U.S. Government Securities 4.63% 6/30/2026 | U.S. Treasuries | — | $941K | $940K | 0.5% | |
| USA TREASURY NOTES U.S. Government Securities 4.88% 4/30/2026 | U.S. Treasuries | — | $850K | $847K | 0.4% | |
| USA TREASURY NOTES U.S. Government Securities 3.88% 10/15/2027 | U.S. Treasuries | — | $763K | $762K | 0.4% | |
| USA TREASURY NOTES U.S. Government Securities 2.88% 5/15/2032 | U.S. Treasuries | — | $764K | $745K | 0.4% | |
| USA TREASURY NOTE U.S. Government Securities 4.50% 2/15/2036 | U.S. Treasuries | — | $786K | $739K | 0.4% | |
| USA TREASURY NOTES U.S. Government Securities 1.25% 5/15/2050 | U.S. Treasuries | — | $761K | $732K | 0.4% | |
| USA TREASURY NOTES U.S. Government Securities 2.38% 4/30/2026 | U.S. Treasuries | — | $725K | $727K | 0.4% | |
| USA TREASURY NOTES U.S. Government Securities 3.00% 9/30/2025 | U.S. Treasuries | — | $640K | $649K | 0.3% | |
| USA TREASURY NOTES U.S. Government Securities 4.50% 3/31/2026 | U.S. Treasuries | — | $610K | $612K | 0.3% | |
| USA TREASURY NOTES U.S. Government Securities 4.25% 1/31/2026 | U.S. Treasuries | — | $597K | $605K | 0.3% | |
| JPMORGAN CHASE & CO Common Stock N/A | Common Stocks | — | $128K | $602K | 0.3% | |
| AMERICAN EXPRESS CREDIT ACCOUN SERIES 2022 3 CLASS A Corporate Bonds 3.39% 8/16/2027 | Bonds / Notes | — | $598K | $602K | 0.3% | |
| BANK OF AMERICA CORPORATION SR UNSEC CALL 07/22/2026 @ 100 Corporate Bonds VAR% 7/22/2027 | Common Stocks | — | $594K | $596K | 0.3% | |
| CITIGROUP INC CALL 03/17/2025 UNSC Corporate Bonds VAR% 3/17/2026 | Common Stocks | — | $566K | $588K | 0.3% | |
| USA TREASURY NOTES U.S. Government Securities 2.00% 2/15/2050 | U.S. Treasuries | — | $764K | $584K | 0.3% | |
| ELI LILLY & CO Common Stock N/A | Common Stocks | — | $91K | $570K | 0.3% | |
| TORONTO-DOMINION BANK SEDOL 2KQBLX5 ISIN US89115A2K70 Corporate Bonds 5.10% 1/9/2026 | Bonds / Notes | — | $534K | $542K | 0.3% | |
| USA TREASURY NOTES U.S. Government Securities 3.00% 10/31/2025 | U.S. Treasuries | — | $520K | $530K | 0.3% | |
| BANK OF AMERICA CREDIT CARD TR SERIES 2022 A2 CLASS A Corporate Bonds 5.00% 4/17/2028 | Bonds / Notes | — | $503K | $508K | 0.3% | |
| MASTERCARD INC CL A Common Stock N/A | Common Stocks | — | $314K | $506K | 0.3% | |
| USA TREASURY NOTES U.S. Government Securities 1.13% 2/15/2031 | U.S. Treasuries | — | $528K | $503K | 0.3% |
