Plan5500

Amalgamated Bank Of Chicago Retirement Plan — Form 5500 plan (Amalgamated Bank Of Chicago)

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 Bank Of Chicago Retirement Plan is a benefit plan reported by Amalgamated Bank Of Chicago under EIN 36-0721895 and plan number 002. The latest loaded filing year is 2023. The filing reports 316 participants and $27,233,529 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Amalgamated Bank Of Chicago
EIN
36-0721895
Plan number
002
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
316
End-of-year plan assets
$27,233,529

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023316H, C20241015173650NAL0016976611001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,233,529
Total liabilities (EOY)
$0
Net assets (EOY)
$27,233,529
Net assets (BOY)
$25,954,957

Income & contributions

Total contributions
$0
Total income / additions
$3,224,760

Expenses & distributions

Benefits paid
$1,750,274
Administrative expenses
$195,914
Total expenses
$1,946,188
Net increase / (decrease)
$1,278,572

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Willis Towers Watson Us LLCNONE$96,236not reported in the loaded dataset2023
Amalgamated Bank Of Chicago Trust DTRUST DEPARTMENT$53,242$02023
Jmm CpaNONE$16,100not reported in the loaded dataset2023

Related Form 5500 pages