Form 5500 · Employee benefit plan · BOSTON, MA
SAMUELS & ASSOCIATES MANAGEMENT, LLC
SAMUELS & ASSOCIATES MANAGEMENT, LLC of BOSTON, MA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. 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 Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | Health, Dental | 582 | September | $60,232 |
| PRINCIPAL LIFE INSURANCE COMPANY | Vision, Life, Disability | 217 | September | $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.