2023 Form 5500 filing — Amalgamated National Health 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 20241015111510NAL0028171681001) for Amalgamated National Health Fund, reported by Bd Of Trustee-Amalgamated National Health Fund under EIN 27-4411485 and plan number 501. It reports 29,412 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015111510NAL0028171681001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Trustee-Amalgamated National Health Fund
- EIN
- 27-4411485
- Plan number
- 501
- Location
- White Plains, NY
- Participants
- 29,412
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $76,210,234
- Total liabilities (EOY)
- $22,702,513
- Net assets (EOY)
- $53,507,721
- Employer contributions
- $157,564,505
- Participant contributions
- $29,386,268
- Total income / additions
- $191,604,691
- Benefits paid
- $161,104,500
- Administrative expenses
- $30,426,877
- Total expenses
- $191,531,377
- Net increase / (decrease)
- $73,314
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Amalgamated Employee Benefits Admin | OWNED BY PARTY-IN-INTERES | $28,537,000 | not reported in the loaded dataset |
| Amalgamated Employee Benefits Admin | OWNED BY PARTY-IN-INTERES | $3,613,151 | not reported in the loaded dataset |
| Empire Healthchoice Assurance, Inc. | NONE | $3,134,603 | not reported in the loaded dataset |
| Anthem Blue Cross Blue Shield | NONE | $2,994,437 | $0 |
| Blue Cross Blue Shield Of Massachus | NONE | $2,098,243 | not reported in the loaded dataset |
| Amalgamated Medical Care Management | OWNED BY PARTY-IN-INTERES | $2,087,205 | not reported in the loaded dataset |
| Schulte Roth & Zabel Llp | NONE | $796,441 | not reported in the loaded dataset |
| Sidney Hillman Health Center | PARTY-IN-INTEREST | $143,202 | not reported in the loaded dataset |
| Zipari, Inc. | NONE | $131,348 | not reported in the loaded dataset |
| Chicago And Midwest Regional Jt Bd | PARTY-IN-INTEREST | $120,577 | not reported in the loaded dataset |
| Southern Regional Joint Board Worke | PARTY-IN-INTEREST | $108,615 | not reported in the loaded dataset |
| Amalgamated Bank | PARTY-IN-INTEREST | $95,491 | $7,732 |
| Psg Consulting LLC | NONE | $81,877 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $80,000 | not reported in the loaded dataset |
| Amalgamated Life Insurance | OWNED BY PARTY-IN-INTERES | $77,088 | not reported in the loaded dataset |
| Sovos Compliance LLC | NONE | $0 | $75,284 |
| Ny/Nj Joint Board - Workers United | PARTY-IN-INTEREST | $63,362 | not reported in the loaded dataset |
| Pennsylvania Joint Board | PARTY-IN-INTEREST | $53,074 | not reported in the loaded dataset |
| Mariner Institutional, LLC | NONE | $49,500 | not reported in the loaded dataset |
| Western States Regional Jb Local 75 | PARTY-IN-INTERES | $43,925 | not reported in the loaded dataset |
| Cvs Caremark | NONE | $39,937 | not reported in the loaded dataset |
| Cynomys, Inc. | NONE | $39,548 | not reported in the loaded dataset |
| Metropolitan Data Solutions | NONE | $34,216 | not reported in the loaded dataset |
| Alliant Insurance Services, Inc | NONE | $0 | $27,221 |
| Delta Dental Of Ny | NONE | $23,039 | not reported in the loaded dataset |
| Ss&C Technologies | NONE | $0 | $20,606 |
| Unite Here Health Center | PARTY-IN-INTEREST | $18,015 | not reported in the loaded dataset |
| Workers United | PARTY-IN-INTEREST | $16,923 | not reported in the loaded dataset |
| Hardman Johnston Global Advisors | NONE | $16,051 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $13,032 | not reported in the loaded dataset |
| T&M Usa, LLC | NONE | $10,000 | not reported in the loaded dataset |
| Seiu Local 49 | PARTY-IN-INTEREST | $9,600 | not reported in the loaded dataset |
| Southern Self Storage | NONE | $8,594 | not reported in the loaded dataset |
| Southwest Regional Joint Board | PARTY-IN-INTEREST | $7,110 | not reported in the loaded dataset |
| Mid-Atlantic Regional Joint Board | PARTY-IN-INTEREST | $7,074 | not reported in the loaded dataset |