Amalgamated National Health Fund — Form 5500 plan (Bd Of Trustee-Amalgamated National Health 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 National Health Fund is a benefit plan reported by Bd Of Trustee-Amalgamated National Health Fund under EIN 27-4411485 and plan number 501. The latest loaded filing year is 2023. The filing reports 29,412 participants and $76,210,234 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Trustee-Amalgamated National Health Fund
- EIN
- 27-4411485
- Plan number
- 501
- Plan type
- 1
- Location
- White Plains, NY
- Latest filing year
- 2023
- Participants
- 29,412
- End-of-year plan assets
- $76,210,234
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 29,412 | H, C | 20241015111510NAL0028171681001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $76,210,234
- Total liabilities (EOY)
- $22,702,513
- Net assets (EOY)
- $53,507,721
- Net assets (BOY)
- $53,434,407
Income & contributions
- Employer contributions
- $157,564,505
- Participant contributions
- $29,386,268
- Total contributions
- $186,950,773
- Total income / additions
- $191,604,691
Expenses & distributions
- Benefits paid
- $161,104,500
- Administrative expenses
- $30,426,877
- Total expenses
- $191,531,377
- Net increase / (decrease)
- $73,314
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Amalgamated Employee Benefits Admin | OWNED BY PARTY-IN-INTERES | $28,537,000 | not reported in the loaded dataset | 2023 |
| Amalgamated Employee Benefits Admin | OWNED BY PARTY-IN-INTERES | $3,613,151 | not reported in the loaded dataset | 2023 |
| Empire Healthchoice Assurance, Inc. | NONE | $3,134,603 | not reported in the loaded dataset | 2023 |
| Anthem Blue Cross Blue Shield | NONE | $2,994,437 | $0 | 2023 |
| Blue Cross Blue Shield Of Massachus | NONE | $2,098,243 | not reported in the loaded dataset | 2023 |
| Amalgamated Medical Care Management | OWNED BY PARTY-IN-INTERES | $2,087,205 | not reported in the loaded dataset | 2023 |
| Schulte Roth & Zabel Llp | NONE | $796,441 | not reported in the loaded dataset | 2023 |
| Sidney Hillman Health Center | PARTY-IN-INTEREST | $143,202 | not reported in the loaded dataset | 2023 |
| Zipari, Inc. | NONE | $131,348 | not reported in the loaded dataset | 2023 |
| Chicago And Midwest Regional Jt Bd | PARTY-IN-INTEREST | $120,577 | not reported in the loaded dataset | 2023 |
| Southern Regional Joint Board Worke | PARTY-IN-INTEREST | $108,615 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | PARTY-IN-INTEREST | $95,491 | $7,732 | 2023 |
| Psg Consulting LLC | NONE | $81,877 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $80,000 | not reported in the loaded dataset | 2023 |
| Amalgamated Life Insurance | OWNED BY PARTY-IN-INTERES | $77,088 | not reported in the loaded dataset | 2023 |
| Sovos Compliance LLC | NONE | $0 | $75,284 | 2023 |
| Ny/Nj Joint Board - Workers United | PARTY-IN-INTEREST | $63,362 | not reported in the loaded dataset | 2023 |
| Pennsylvania Joint Board | PARTY-IN-INTEREST | $53,074 | not reported in the loaded dataset | 2023 |
| Mariner Institutional, LLC | NONE | $49,500 | not reported in the loaded dataset | 2023 |
| Western States Regional Jb Local 75 | PARTY-IN-INTERES | $43,925 | not reported in the loaded dataset | 2023 |
| Cvs Caremark | NONE | $39,937 | not reported in the loaded dataset | 2023 |
| Cynomys, Inc. | NONE | $39,548 | not reported in the loaded dataset | 2023 |
| Metropolitan Data Solutions | NONE | $34,216 | not reported in the loaded dataset | 2023 |
| Alliant Insurance Services, Inc | NONE | $0 | $27,221 | 2023 |
| Delta Dental Of Ny | NONE | $23,039 | not reported in the loaded dataset | 2023 |
| Ss&C Technologies | NONE | $0 | $20,606 | 2023 |
| Unite Here Health Center | PARTY-IN-INTEREST | $18,015 | not reported in the loaded dataset | 2023 |
| Workers United | PARTY-IN-INTEREST | $16,923 | not reported in the loaded dataset | 2023 |
| Hardman Johnston Global Advisors | NONE | $16,051 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $13,032 | not reported in the loaded dataset | 2023 |
| T&M Usa, LLC | NONE | $10,000 | not reported in the loaded dataset | 2023 |
| Seiu Local 49 | PARTY-IN-INTEREST | $9,600 | not reported in the loaded dataset | 2023 |
| Southern Self Storage | NONE | $8,594 | not reported in the loaded dataset | 2023 |
| Southwest Regional Joint Board | PARTY-IN-INTEREST | $7,110 | not reported in the loaded dataset | 2023 |
| Mid-Atlantic Regional Joint Board | PARTY-IN-INTEREST | $7,074 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Trustee-Amalgamated National Health Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in White Plains, NY
- Amalgamated Employee Benefits Admin — Schedule C compensation
- Empire Healthchoice Assurance, Inc. — Schedule C compensation
- Anthem Blue Cross Blue Shield — Schedule C compensation
- Blue Cross Blue Shield Of Massachus — Schedule C compensation
- Amalgamated Medical Care Management — Schedule C compensation
- Schulte Roth & Zabel Llp — Schedule C compensation
- Sidney Hillman Health Center — Schedule C compensation
- Zipari, Inc. — Schedule C compensation
- Chicago And Midwest Regional Jt Bd — Schedule C compensation
- Southern Regional Joint Board Worke — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Psg Consulting LLC — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Amalgamated Life Insurance — Schedule C compensation
- Sovos Compliance LLC — Schedule C compensation
- Ny/Nj Joint Board - Workers United — Schedule C compensation
- Pennsylvania Joint Board — Schedule C compensation
- Mariner Institutional, LLC — Schedule C compensation
- Western States Regional Jb Local 75 — Schedule C compensation
- Cvs Caremark — Schedule C compensation
- Cynomys, Inc. — Schedule C compensation
- Metropolitan Data Solutions — Schedule C compensation
- Alliant Insurance Services, Inc — Schedule C compensation
- Delta Dental Of Ny — Schedule C compensation
- Ss&C Technologies — Schedule C compensation
- Unite Here Health Center — Schedule C compensation
- Workers United — Schedule C compensation
- Hardman Johnston Global Advisors — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- T&M Usa, LLC — Schedule C compensation
- Seiu Local 49 — Schedule C compensation
- Southern Self Storage — Schedule C compensation
- Southwest Regional Joint Board — Schedule C compensation
- Mid-Atlantic Regional Joint Board — Schedule C compensation