2023 Form 5500 filing — The Retirement Plan Of The Amalgamated Insurance 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 20241015111239NAL0047519248001) for The Retirement Plan Of The Amalgamated Insurance Fund, reported by Board Of Trustees - The Retirement Plan Of The Amalgamated Ins. Fund under EIN 13-4920446 and plan number 001. It reports 20,841 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015111239NAL0047519248001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees - The Retirement Plan Of The Amalgamated Ins. Fund
- EIN
- 13-4920446
- Plan number
- 001
- Location
- White Plains, NY
- Participants
- 20,841
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,132,697
- Total liabilities (EOY)
- $774,739,696
- Net assets (EOY)
- -$770,606,999
- Total income / additions
- $109,158
- Benefits paid
- $15,679,412
- Administrative expenses
- $2,022,741
- Total expenses
- $71,077,002
- Net increase / (decrease)
- -$70,967,844
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Amalgamated Employee Benefits Admin | PARTY-IN-INTEREST | $987,252 | not reported in the loaded dataset |
| Amalgamated Employee Benefits Admin | PARTY-IN-INTEREST | $44,184 | not reported in the loaded dataset |
| Sovos Compliance LLC | NONE | $0 | $44,184 |
| Amalgamated Life Insurance Company | PARTY-IN-INTEREST | $30,501 | not reported in the loaded dataset |
| Zelis Payments Holding LLC | NONE | $0 | $30,501 |
| The Segal Company | NONE | $28,649 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $28,000 | not reported in the loaded dataset |
| Amalgamated Bank | PARTY-IN-INTEREST | $22,375 | not reported in the loaded dataset |
| Schulte Roth & Zabel, Llp | NONE | $16,608 | not reported in the loaded dataset |
| Alliant Insurance Services, Inc | NONE | $0 | $7,505 |