2023 Form 5500 filing — Amalgamated Life Insurance Company Employee Benefit Fund Collectively Bargained Unit
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 20241016154254NAL0017886371001) for Amalgamated Life Insurance Company Employee Benefit Fund Collectively Bargained Unit, reported by Amalgamated Life Insurance Company Employee Benefit Fund under EIN 13-7214520 and plan number 501. It reports 388 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241016154254NAL0017886371001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Amalgamated Life Insurance Company Employee Benefit Fund
- EIN
- 13-7214520
- Plan number
- 501
- Location
- White Plains, NY
- Participants
- 388
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,560,570
- Total liabilities (EOY)
- $65,016
- Net assets (EOY)
- $13,495,554
- Total income / additions
- $1,758,802
- Benefits paid
- $127,985
- Administrative expenses
- $98,956
- Total expenses
- $226,941
- Net increase / (decrease)
- $1,531,861
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cynomys, Inc | ACTUARIAL | $23,701 | not reported in the loaded dataset |
| Bdo Usa, P.C. | ACCOUNTANT | $20,000 | not reported in the loaded dataset |
| Alliant Insurance Service Inc | BROKER AGENT | $8,225 | not reported in the loaded dataset |
| Amalgamated Life Insurance Company | CONTRACT ADMINISTRATOR | $7,892 | not reported in the loaded dataset |