2023 Form 5500 filing — Amalgamated Bank Of Chicago Retirement Plan
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 20241015173650NAL0016976611001) for Amalgamated Bank Of Chicago Retirement Plan, reported by Amalgamated Bank Of Chicago under EIN 36-0721895 and plan number 002. It reports 316 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015173650NAL0016976611001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Amalgamated Bank Of Chicago
- EIN
- 36-0721895
- Plan number
- 002
- Location
- Chicago, IL
- Participants
- 316
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,233,529
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,233,529
- Total income / additions
- $3,224,760
- Benefits paid
- $1,750,274
- Administrative expenses
- $195,914
- Total expenses
- $1,946,188
- Net increase / (decrease)
- $1,278,572
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $96,236 | not reported in the loaded dataset |
| Amalgamated Bank Of Chicago Trust D | TRUST DEPARTMENT | $53,242 | $0 |
| Jmm Cpa | NONE | $16,100 | not reported in the loaded dataset |