2023 Form 5500 filing — Amalgamated Retail Retirement 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 20241015133926NAL0049660768001) for Amalgamated Retail Retirement Fund, reported by Trustees Of The Amalgamated Retail Retirement Fund under EIN 13-1599961 and plan number 001. It reports 1,383 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015133926NAL0049660768001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of The Amalgamated Retail Retirement Fund
- EIN
- 13-1599961
- Plan number
- 001
- Location
- New York, NY
- Participants
- 1,383
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,412,789
- Total liabilities (EOY)
- $528,323
- Net assets (EOY)
- $34,884,466
- Employer contributions
- $77,128
- Total income / additions
- $2,603,902
- Benefits paid
- $2,497,979
- Administrative expenses
- $1,899,479
- Total expenses
- $4,397,458
- Net increase / (decrease)
- -$1,793,556
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schulte Roth & Zabel Llp | NONE | $1,363,510 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $57,000 | not reported in the loaded dataset |
| Ny Nj Regional Joint Board | AFFILIATED UNION | $51,600 | not reported in the loaded dataset |
| Horizon Actuarial Services, LLC | NONE | $43,968 | not reported in the loaded dataset |
| Mesirow Financial | NONE | $40,000 | not reported in the loaded dataset |
| Rogoff & Company, Pc | NONE | $28,100 | not reported in the loaded dataset |
| Entrust Global Partners Offshore Lp | NONE | $15,607 | not reported in the loaded dataset |
| Loomis Sayles | NONE | $14,890 | not reported in the loaded dataset |
| Hamilton Lane | NONE | $10,857 | not reported in the loaded dataset |
| Amalgamated Employee Benefit Admini | NONE | $8,056 | not reported in the loaded dataset |
| Alliancebernstein Lp | NONE | $4,393 | $0 |