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Original filing (PDF)20250930094259NAL0011501489001
AMALGAMATED BANK
Form 5500
FILING_RECEIVED
AMALGAMATED BANK 401(K) PLAN FOR NON-COLLECTIVELY BARGAINED EMPLOYEES
Pooled investment trust — a fund that other plans invest in — not a participant plan
Signals · 1
No recordkeeper disclosed
Active participants
219
Accounts w/ balance
327
Plan assets (EOY)
$45.4M
Net assets (EOY)
$45.4M
How this plan invests
2 plans
invest in this fund
This trust
pooled vehicle
25 securities
Schedule of Assets
This is a pooled fund: many plans invest in it, and it holds the underlying securities.
Master trust / DFE filing
Pooled investment vehicle
This filing is a Direct Filing Entity (DFE) — a master trust or collective investment trust that pools assets from multiple participating plans. It does not have plan participants of its own, and the Plan Health Score formula doesn’t apply. Individual participant-facing plans that invest in this trust are the appropriate target for fiduciary analysis.
Pooled assets (EOY)
$45.4M
Net assets (EOY)
$45.4M
Participating plans
2
latest filings citing this trust
Cited interest
$123.8M
across citing plans' latest filings
Cited interest vs pooled assets: cited interest sums what each participating plan reported holding in this trust, measured at that plan’s own year-end — and those filings span different years. Pooled assets is this single filing’s balance at one date. They’re independent measurements, so cited interest can land slightly above or below the pooled balance and won’t reconcile exactly.
Why no Schedule of Assets here? DFE holdings often live on the master trust’s own audited statement, not as a 4i schedule on the participating plans’ filings. We’re extending the parsing pipeline to cover DFE filings — see Methodology.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMALGAMATED BANK.
Plan sponsor
Name
AMALGAMATED BANK
EIN
13-4920330
Address
275 SEVENTH AVENUE · NEW YORK, NY · 10001
Phone
(212) 895-4360
Industry
Commercial Banking· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $20K | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $17K | — |
Investments
24 direct securities · 1 pooled fund· $45.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$37.6M
23 holdings
Mutual Funds
$5.7M
1 holding
Common Collective Trust
$2.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Target Retirement 2035 Fund | — | — | — | $6.7M | 14.8% | |
| s * Vanguard 500 Index Fund Admiral Shares | Mutual Funds | — | — | $5.7M | 12.6% | |
| Vanguard Institutional Target Retirement 2040 Fund | — | — | — | $4.9M | 10.8% | |
| Vanguard Institutional Target Retirement 2030 Fund | — | — | — | $4.0M | 8.8% | |
| Vanguard Institutional Target Retirement 2025 Fund | — | — | — | $2.9M | 6.4% | |
| Vanguard Institutional Target Retirement 2045 Fund | — | — | — | $2.9M | 6.4% | |
| Vanguard Growth Index Fund Admiral Shares | — | — | — | $2.8M | 6.1% | |
| Vanguard Total Bond Market Index Fund Admiral Shares | — | — | — | $2.2M | 4.8% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $2.1M | 4.6% | |
| Vanguard Institutional Target Retirement 2050 Fund | — | — | — | $2.0M | 4.3% | |
| Vanguard Institutional Target Retirement Income Fund | — | — | — | $1.5M | 3.3% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | — | — | — | $1.4M | 3.0% | |
| Vanguard Institutional Target Retirement 2020 Fund | — | — | — | $1.4M | 3.0% | |
| Vanguard Value Index Fund Admiral Shares | — | — | — | $1.3M | 2.9% | |
| Vanguard Developed Markets Index Fund Admiral Shares | — | — | — | $960K | 2.1% | |
| Vanguard Small-Cap Index Fund Admiral Shares | — | — | — | $579K | 1.3% | |
| maturing at various dates through 2033 | — | — | — | $558K | 1.2% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Share | — | — | — | $480K | 1.1% | |
| Vanguard Total International Stock Index Fund Admiral Shares | — | — | — | $395K | 0.9% | |
| Vanguard Institutional Target Retirement 2055 Fund | — | — | — | $282K | 0.6% | |
| Vanguard Institutional Target Retirement 2060 Fund | — | — | — | $269K | 0.6% | |
| Vanguard Total International Bond Index Fund Admiral Shares | — | — | — | $182K | 0.4% | |
| Vanguard Institutional Target Retirement 2065 Fund | — | — | — | $84K | 0.2% | |
| Vanguard Federal Money Market Fund | — | — | — | $19K | <0.1% | |
| Vanguard Institutional Target Retirement 2070 Fund | — | — | — | $11K | <0.1% |
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