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Nonprofit · EIN 52-1156864

SOCIETY OF PROFESSIONAL BENEFIT ADMINISTRATORS

Tax-exempt · CHEVY CHASE, MD 20815

Financials

$1.5M$1.6M2023$1.7M$1.6M2024
Revenue Expenses · by fiscal year end
Financials of SOCIETY OF PROFESSIONAL BENEFIT ADMINISTRATORS by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$1,702,554$1,635,712$66,842$2,277,487$166,662$2,110,825
December 31, 2023990$1,507,718$1,586,163-$78,445$2,405,979$225,820$2,180,159
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$1,411,897
Investment income
$290,657
Net gain from sales of assets
$177,011
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$22,541

Balance sheet and other

Total assets, start of year
$2,405,979
Total assets, end of year
$2,277,487
Total liabilities, end of year
$166,662
Net assets, end of year
$2,110,825
Net assets without donor restrictions
$2,110,825
Gross receipts
$2,211,102
Employees
0
Volunteers
10
Year formed
1975
State of legal domicile
MD

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
KRIS SMITHCHAIRMAN OF THE BOARD
Trustee or director, Officer
5$0
MARC PAULSONVICE-CHAIRMAN
Trustee or director, Officer
5$0
STACEY MINTONSECRETARY/TREASURER
Trustee or director, Officer
5$0
MICHOU REICHELSDORFERIMMEDIATE PAST CHAIR
Trustee or director, Officer
5$0
ANDREW ELLERDIRECTOR
Trustee or director
5$0
JAMIE FARRELLDIRECTOR
Trustee or director
5$0
ANDREA GAMBARDELLADIRECTOR
Trustee or director
5$0
RICHARD HARDINDIRECTOR
Trustee or director
5$0
RICHARD MOUSTYDIRECTOR
Trustee or director
5$0
ERIC SCHULMANDIRECTOR
Trustee or director
5$0
ANNE LENNANPRESIDENT
Officer
55$0
990 for the year ended December 31, 2023: 10 people
NameTitleHours / weekCompensation
MICHOU REICHELSDORFERCHAIRMAN OF THE BOARD
Trustee or director, Officer
5$0
KRIS SMITHVICE-CHAIRMAN
Trustee or director, Officer
5$0
MARC PAULSONSECRETARY/TREASURER
Trustee or director, Officer
5$0
DAN ROSLOKKENIMMEDIATE PAST CHAIR
Trustee or director, Officer
5$0
ANDREA GAMBARDELLADIRECTOR
Trustee or director
5$0
RICHARD HARDINDIRECTOR
Trustee or director
5$0
STACEY MINTONDIRECTOR
Trustee or director
5$0
RICHARD MOUSTYDIRECTOR
Trustee or director
5$0
ERIC SCHULMANDIRECTOR
Trustee or director
5$0
ANNE LENNANPRESIDENT
Officer
55$0

Address and contacts

Address (IRS master file)
2 WISCONSIN CIR STE 670, CHEVY CHASE, MD 20815-7043
Principal officer (990 for 2024)
ERIC LUDWIG, 2 WISCONSIN CIRCLE 670, CHEVY CHASE, MD 208157003
Signed the 990
ANNE LENNAN, PRESIDENT
Phone
(301) 718-7722
Return prepared by
RENNER AND COMPANY CPA PC

Mission

SPBA HELPS THIRD PARTY ADMINISTRATORS NAVIGATE A COMPLEX AND EVER-CHANGING EMPLOYEE BENEFITS LANDSCAPE BY KEEPING THEM EDUCATED AND INFORMED WITH THE LATEST INFORMATION.

990 for the year ended December 31, 2024

Program accomplishments

  • SPBA HOLDS TWO MEETINGS EACH YEAR WITH ALMOST 50% OF ALL MEMBER FIRMS REPRESENTED AT EACH MEETING. MEETINGS ARE OPEN TO MEMBER FIRMS AND THOSE TPA'S PRE-DETERMINED TO BE ELIGIBLE TO JOIN SPBA. THE MEETING FOCUS IS ON GOVERNMENT COMPLIANCE AND INDUSTRY TRENDS.
  • COMMUNICATIONS INFRASTRUCTURE-TECHNOLOGY-RELATED COSTS TO MAINTAIN/UPGRADE/REPAIR SOFTWARE AND PROGRAMMING FOR SPBA'S COMMUNICATION INFRASTRUCTURE, INCLUDING THE SPBA WEBSITES, ON-LINE UPDATE, INTERNET-SERVER HOST FOR BROADCAST EMAIL. TECHNOLOGY TRAINING TO OPERATE DRUPAL. AUTOMATIC BACK-UP SERVICES FOR SPBA WEBSITES. HIGH SPEED INTERNET ACCESS.
  • SPECIAL PROJECTS-ALL VARIABLE AND UNPREDICTABLE EXPENSES SUCH AS COSTS TO PARTICIPATE ON GOVERNMENT ADVISORY PANELS OR INDUSTRY GROUPS, INCLUDING FEES AND TRAVEL (E.G., WEDI, IRS IRPAC, ABA). WEDI MEMBERSHIP.

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
52-1156864
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$2,277,487
Income (IRS master file)
$2,211,102

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$1,702,554$1,635,712$2,277,487IRS
990December 2023$1,507,718$1,586,163$2,405,979XML
990December 2022$1,639,991$1,609,021$2,470,734IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 52-1156864).

Questions about SOCIETY OF PROFESSIONAL BENEFIT ADMINISTRATORS

What is the EIN of SOCIETY OF PROFESSIONAL BENEFIT ADMINISTRATORS?
The employer identification number (EIN) of SOCIETY OF PROFESSIONAL BENEFIT ADMINISTRATORS is 52-1156864.
Is SOCIETY OF PROFESSIONAL BENEFIT ADMINISTRATORS tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6).
Which annual return does SOCIETY OF PROFESSIONAL BENEFIT ADMINISTRATORS file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of SOCIETY OF PROFESSIONAL BENEFIT ADMINISTRATORS due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SOCIETY OF PROFESSIONAL BENEFIT ADMINISTRATORS last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of SOCIETY OF PROFESSIONAL BENEFIT ADMINISTRATORS?
The 990 for the year ended December 31, 2024 names ERIC LUDWIG.
Who are the officers and directors of SOCIETY OF PROFESSIONAL BENEFIT ADMINISTRATORS?
The 990 for the year ended December 31, 2024 lists 11 people; 0 received compensation from the organization.
How much revenue does SOCIETY OF PROFESSIONAL BENEFIT ADMINISTRATORS have?
On its 990 for the year ended December 31, 2024 it reported revenue of $1,702,554, expenses of $1,635,712 and total assets of $2,277,487 at year end.

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