Amalgamated Life Insurance Company Employee Benefit Fund Collectively Bargained Unit — Form 5500 plan (Amalgamated Life Insurance Company Employee Benefit 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, Amalgamated Life Insurance Company Employee Benefit Fund Collectively Bargained Unit is a benefit plan reported by Amalgamated Life Insurance Company Employee Benefit Fund under EIN 13-7214520 and plan number 501. The latest loaded filing year is 2023. The filing reports 388 participants and $13,560,570 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Amalgamated Life Insurance Company Employee Benefit Fund
- EIN
- 13-7214520
- Plan number
- 501
- Plan type
- 2
- Location
- White Plains, NY
- Latest filing year
- 2023
- Participants
- 388
- End-of-year plan assets
- $13,560,570
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 388 | H, C | 20241016154254NAL0017886371001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,560,570
- Total liabilities (EOY)
- $65,016
- Net assets (EOY)
- $13,495,554
- Net assets (BOY)
- $11,963,693
Income & contributions
- Total contributions
- $0
- Total income / additions
- $1,758,802
Expenses & distributions
- Benefits paid
- $127,985
- Administrative expenses
- $98,956
- Total expenses
- $226,941
- Net increase / (decrease)
- $1,531,861
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cynomys, Inc | ACTUARIAL | $23,701 | not reported in the loaded dataset | 2023 |
| Bdo Usa, P.C. | ACCOUNTANT | $20,000 | not reported in the loaded dataset | 2023 |
| Alliant Insurance Service Inc | BROKER AGENT | $8,225 | not reported in the loaded dataset | 2023 |
| Amalgamated Life Insurance Company | CONTRACT ADMINISTRATOR | $7,892 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Amalgamated Life Insurance Company Employee Benefit Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in White Plains, NY
- Cynomys, Inc — Schedule C compensation
- Bdo Usa, P.C. — Schedule C compensation
- Alliant Insurance Service Inc — Schedule C compensation
- Amalgamated Life Insurance Company — Schedule C compensation