Amalgamated Retail Retirement Fund — Form 5500 plan (Trustees Of The Amalgamated Retail Retirement 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 Retail Retirement Fund is a benefit plan reported by Trustees Of The Amalgamated Retail Retirement Fund under EIN 13-1599961 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,383 participants and $35,412,789 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of The Amalgamated Retail Retirement Fund
- EIN
- 13-1599961
- Plan number
- 001
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 1,383
- End-of-year plan assets
- $35,412,789
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,383 | H, C | 20241015133926NAL0049660768001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,412,789
- Total liabilities (EOY)
- $528,323
- Net assets (EOY)
- $34,884,466
- Net assets (BOY)
- $36,678,022
Income & contributions
- Employer contributions
- $77,128
- Total contributions
- $77,128
- Total income / additions
- $2,603,902
Expenses & distributions
- Benefits paid
- $2,497,979
- Administrative expenses
- $1,899,479
- Total expenses
- $4,397,458
- Net increase / (decrease)
- -$1,793,556
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schulte Roth & Zabel Llp | NONE | $1,363,510 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $57,000 | not reported in the loaded dataset | 2023 |
| Ny Nj Regional Joint Board | AFFILIATED UNION | $51,600 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services, LLC | NONE | $43,968 | not reported in the loaded dataset | 2023 |
| Mesirow Financial | NONE | $40,000 | not reported in the loaded dataset | 2023 |
| Rogoff & Company, Pc | NONE | $28,100 | not reported in the loaded dataset | 2023 |
| Entrust Global Partners Offshore Lp | NONE | $15,607 | not reported in the loaded dataset | 2023 |
| Loomis Sayles | NONE | $14,890 | not reported in the loaded dataset | 2023 |
| Hamilton Lane | NONE | $10,857 | not reported in the loaded dataset | 2023 |
| Amalgamated Employee Benefit Admini | NONE | $8,056 | not reported in the loaded dataset | 2023 |
| Alliancebernstein Lp | NONE | $4,393 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of The Amalgamated Retail Retirement Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Schulte Roth & Zabel Llp — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Ny Nj Regional Joint Board — Schedule C compensation
- Horizon Actuarial Services, LLC — Schedule C compensation
- Mesirow Financial — Schedule C compensation
- Rogoff & Company, Pc — Schedule C compensation
- Entrust Global Partners Offshore Lp — Schedule C compensation
- Loomis Sayles — Schedule C compensation
- Hamilton Lane — Schedule C compensation
- Amalgamated Employee Benefit Admini — Schedule C compensation
- Alliancebernstein Lp — Schedule C compensation