The Retirement Plan Of The Amalgamated Insurance Fund — Form 5500 plan (Board Of Trustees - The Retirement Plan Of The Amalgamated Ins. Fund)
Plain-English plan 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, The Retirement Plan Of The Amalgamated Insurance Fund is a benefit plan reported by Board Of Trustees - The Retirement Plan Of The Amalgamated Ins. Fund under EIN 13-4920446 and plan number 001. The latest loaded filing year is 2023. The filing reports 20,841 participants and $4,132,697 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees - The Retirement Plan Of The Amalgamated Ins. Fund
- EIN
- 13-4920446
- Plan number
- 001
- Plan type
- 1
- Location
- White Plains, NY
- Latest filing year
- 2023
- Participants
- 20,841
- End-of-year plan assets
- $4,132,697
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 20,841 | H, C | 20241015111239NAL0047519248001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,132,697
- Total liabilities (EOY)
- $774,739,696
- Net assets (EOY)
- -$770,606,999
- Net assets (BOY)
- -$699,639,155
Income & contributions
- Total contributions
- -$83
- Total income / additions
- $109,158
Expenses & distributions
- Benefits paid
- $15,679,412
- Administrative expenses
- $2,022,741
- Total expenses
- $71,077,002
- Net increase / (decrease)
- -$70,967,844
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Amalgamated Employee Benefits Admin | PARTY-IN-INTEREST | $987,252 | not reported in the loaded dataset | 2023 |
| Amalgamated Employee Benefits Admin | PARTY-IN-INTEREST | $44,184 | not reported in the loaded dataset | 2023 |
| Sovos Compliance LLC | NONE | $0 | $44,184 | 2023 |
| Amalgamated Life Insurance Company | PARTY-IN-INTEREST | $30,501 | not reported in the loaded dataset | 2023 |
| Zelis Payments Holding LLC | NONE | $0 | $30,501 | 2023 |
| The Segal Company | NONE | $28,649 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $28,000 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | PARTY-IN-INTEREST | $22,375 | not reported in the loaded dataset | 2023 |
| Schulte Roth & Zabel, Llp | NONE | $16,608 | not reported in the loaded dataset | 2023 |
| Alliant Insurance Services, Inc | NONE | $0 | $7,505 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees - The Retirement Plan Of The Amalgamated Ins. Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in White Plains, NY
- Amalgamated Employee Benefits Admin — Schedule C compensation
- Sovos Compliance LLC — Schedule C compensation
- Amalgamated Life Insurance Company — Schedule C compensation
- Zelis Payments Holding LLC — Schedule C compensation
- The Segal Company — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Schulte Roth & Zabel, Llp — Schedule C compensation
- Alliant Insurance Services, Inc — Schedule C compensation