Plan5500

Amalgamated Bank — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Amalgamated Bank (EIN 13-4920330) is a plan sponsor located in New York, NY with 8 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
13-4920330
Location
New York, NY
Loaded plans
8
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Amalgamated Bank

  • 8 loaded plans hold $6.8B in reported assets.
  • The largest, Longview Largecap 500 Index Fund, holds 63% of this company's reported plan assets.
  • Plans cover 762 reported participants.
  • 7 of 8 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$6.8BSummed across loaded plans$6,754,773,172
Total reported assets$6.8B$6,784,142,927
Total reported participants762
Total reported liabilities$29.4M$29,369,755

Reported net position

Reported assets = net assets + liabilities (summed)$6.8B total assets
Net assets$6.8BLiabilities$29.4M
Contributions & income
Employer contributionsNot reported
Participant contributions$2.9M
Total income / additions$1.2B
Expenses & distributions
Benefits paid / distributions$3.2M
Total expenses$4.1M
Net increase / (decrease)$1.2B

Data coverage

Plans with financial statements7 / 8 (88%)
Plans with provider compensation2 / 8 (25%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets63%Longview Largecap 500 Index Fund
Participants per plan95Average across loaded plans
Loaded plans8
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Longview Largecap 500 Index Fund$4.3B
    Plan #009 · not reported in the loaded dataset participants · 2023
  2. 2
    Longview Midcap 400 Index Fund$1.2B
    Plan #011 · not reported in the loaded dataset participants · 2023
  3. 3
    Longview Core Bond Fund$576.6M
    Plan #005 · not reported in the loaded dataset participants · 2023
  4. 4
    Longview Smallcap 600 Index Fund$330.6M
    Plan #004 · not reported in the loaded dataset participants · 2023
  5. 5
    Longview Totalmarket 1500 Index Fund$312.1M
    Plan #007 · not reported in the loaded dataset participants · 2023
  6. 6
    Amalgamated Bank 401(K) Plan For Non-Collectively Bargained Employees$40.6M
    Plan #003 · 332 participants · 2023
  7. 7
    Amalgamated Bank 401(K) Plan For Collectively Bargained Employees$5.1M
    Plan #002 · 81 participants · 2023
  8. 8
    Amalgamated Bank Health And Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 349 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Amalgamated Bank. Open one for its full reported snapshot.

  1. 2023
    Longview Smallcap 600 Index FundParticipants not reported · 4Sch H
    View filing →
  2. 2023
    Longview Core Bond FundParticipants not reported · 4Sch H
    View filing →
  3. 2023
    Longview Totalmarket 1500 Index FundParticipants not reported · 4Sch H
    View filing →
  4. 2023
    Longview Largecap 500 Index FundParticipants not reported · 4Sch H
    View filing →
  5. 2023
    Longview Midcap 400 Index FundParticipants not reported · 4Sch H
    View filing →
  6. 2023
    Amalgamated Bank Health And Welfare Benefit Plan349 participants · 2No schedules
    View filing →
  7. 2023
    Amalgamated Bank 401(K) Plan For Non-Collectively Bargained Employees332 participants · 2Sch HSch C
    View filing →
  8. 2023
    Amalgamated Bank 401(K) Plan For Collectively Bargained Employees81 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Amalgamated Bank report on Form 5500?
Amalgamated Bank (EIN 13-4920330) reports 8 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Amalgamated Bank?
The Employer Identification Number (EIN) reported for Amalgamated Bank is 13-4920330.
What is the latest Form 5500 filing year for Amalgamated Bank?
The latest loaded Form 5500 filing year for Amalgamated Bank is 2023.

Related Form 5500 pages