2023 Form 5500 filing — Longview Short Term Bond Fund

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240627152319NAL0006433731001) for Longview Short Term Bond Fund, reported by Amalgamated Bank under EIN 92-0747061 and plan number 026. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 4 · 2023

Filing snapshot

Net assets (EOY)$103MReported net assets$102,961,533
ParticipantsNot reported
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20240627152319NAL0006433731001
Plan sponsor
Amalgamated Bank
EIN
92-0747061
Plan number
026
Location
New York, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$103M total assets
Net assets$103MLiabilities$15.8K
Money in vs. money out
Total income / additions$3.9M
Total expenses$55.2K
Benefits paid / distributionsNot reported
Full reported line items
Total assets (EOY)
$102,977,382
Total liabilities (EOY)
$15,849
Net assets (EOY)
$102,961,533
Total income / additions
$3,899,076
Administrative expenses
$55,169
Total expenses
$55,169
Net increase / (decrease)
$3,843,907

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240627152319NAL0006433731001 cover?
It is the 2023 Form 5500 filing for Longview Short Term Bond Fund, reported by Amalgamated Bank (EIN 92-0747061).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages