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Original filing (PDF)20251015083637NAL0002113427001
BOARD OF TRUSTEES - THE RETIREMENT PLAN OF THE AMALGAMATED INS. FUND
Form 5500
FILING_RECEIVED
THE RETIREMENT PLAN OF THE AMALGAMATED INSURANCE FUND
Defined-benefit pension plan
Signals · 3
100% in single holding~3180 bps in Sched C fees10 service providers
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$4.0M
Net assets (EOY)
-$852.5M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Amalgamated Bank of NY MMA Demand 4.46%" is 100% of plan.
- 3180 bps in Schedule C fees — 6015% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES - THE RETIREMENT PLAN OF THE AMALGAMATED INS. FUND.
Plan sponsor
Name
BOARD OF TRUSTEES - THE RETIREMENT PLAN OF THE AMALGAMATED INS. FUND
EIN
13-4920446
Address
333 WESTCHESTER AVENUE · WHITE PLAINS, NY · 10604
Phone
(914) 367-5000
Industry
Finance & Insurancesee all
Plan administrator
Name
AMALGAMATED EMPLOYEE BENEFITS ADMIN
EIN
13-3432221
City
WHITE PLAINS, NY
Phone
(914) 367-5000
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
NOVAK FRANCELLA, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
10 rowsOther
10| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMALGAMATED EMPLOYEE BENEFITS ADMIN | 13-3432221 | — | PARTY-IN-INTEREST | $1.1M | — |
| AMALGAMATED EMPLOYEE BENEFITS ADMIN | 13-3432221 | — | PARTY-IN-INTEREST | $47K | — |
| THE SEGAL COMPANY | 13-1835864 | — | NONE | $40K | — |
| NOVAK FRANCELLA LLC | 61-1436956 | — | NONE | $28K | — |
| AMALGAMATED LIFE INSURANCE COMPANY | 13-5501223 | — | PARTY-IN-INTEREST | $23K | — |
| AMALGAMATED BANK | 13-4920330 | — | PARTY-IN-INTEREST | $20K | — |
| SCHULTE ROTH & ZABEL, LLP | 13-2633996 | — | NONE | $13K | — |
| SOVOS COMPLIANCE LLC | 46-1379693 | — | NONE | $0 | — |
| ZELIS PAYMENTS HOLDING LLC | 84-3069529 | — | NONE | $0 | — |
| ALLIANT INSURANCE SERVICES, INC | 33-0785439 | — | NONE | $0 | — |
Investments
1 direct security· $3.1M(78% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Amalgamated Bank of NY MMA Demand 4.46% | — | — | $3.1M | $3.1M | 77.6% |