Form 5500 · Employee benefit plan · BOSTON, MA
SAMUELS & ASSOCIATES MANAGEMENT, LLC
Public Form 5500 records show how SAMUELS & ASSOCIATES MANAGEMENT, LLC (BOSTON, MA) structures its employee benefits. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. and 1 other carrier. The plan's most recent policy period ended in September.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 04-3448016 · plan 501 · as of Aug 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | Health, Dental | 582 | September | $2,325,509 | $60,232 |
| PRINCIPAL LIFE INSURANCE COMPANY | Vision, Life, Disability | 217 | September | $129,966 | $12,916 |
Questions
Who is SAMUELS & ASSOCIATES MANAGEMENT, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, SAMUELS & ASSOCIATES MANAGEMENT, LLC's broker of record is USI INSURANCE SERVICES LLC.
What insurance carrier does SAMUELS & ASSOCIATES MANAGEMENT, LLC use?
SAMUELS & ASSOCIATES MANAGEMENT, LLC's benefit plan is written through BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC., among 2 disclosed carriers.
When does SAMUELS & ASSOCIATES MANAGEMENT, LLC's group plan renew?
The most recent Schedule A policy period for SAMUELS & ASSOCIATES MANAGEMENT, LLC ended in September. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SAMUELS & ASSOCIATES MANAGEMENT, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.