Original filing (PDF)20251015200036NAL0005529089001

AMALGAMATED LIFE INSURANCE COMPANY EMPLOYEE BENEFIT FUND

Name: AMALGAMATED LIFE INSURANCE COMPANY EMPLOYEE BENEFIT FUND — AMALGAMATED LIFE INSURANCE COMPANY EMPLOYEE BENEFIT FUND COLLECTIVELY BARGAINED UNIT, Form 5500 (2024)
Creator: AMALGAMATED LIFE INSURANCE COMPANY EMPLOYEE BENEFIT FUND

Form 5500

FILING_RECEIVED

AMALGAMATED LIFE INSURANCE COMPANY EMPLOYEE BENEFIT FUND COLLECTIVELY BARGAINED UNIT

Health & welfare plan

Signals · 2

30% in single holdingNo recordkeeper disclosed

Active participants

141

Accounts w/ balance

—

Plan assets (EOY)

$15.0M

Net assets (EOY)

$15.0M

How this plan invests

This plan

8 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMALGAMATED LIFE INSURANCE COMPANY EMPLOYEE BENEFIT FUND.

Plan sponsor

Name

AMALGAMATED LIFE INSURANCE COMPANY EMPLOYEE BENEFIT FUND

EIN

13-7214520

Address

333 WESTCHESTER AVE · WHITE PLAINS, NY · 106042910

Phone

(914) 367-5000

Industry

Finance & Insurancesee all

Plan administrator

Name

AMALGAMATED LIFE INSURANCE COMPANY

EIN

13-5501223

City

WHITE PLAINS, NY

Phone

(914) 367-5000

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Welfare benefit codes

4A · Health (other than dental or vision)

4B · Life Insurance

4D · Dental

4F · Temporary Disability (accident and sickness)

Audit & trust (Schedule H)

Auditor

BDO USA, P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CYNOMYS, INC.	22-3007300	—	ACTUARIAL	$12K	—

Broker

Name	EIN	Location	Relation	Direct comp	Indirect comp
ALLIANT INSURANCE SERVICE INC.	33-0785439	—	BROKER AGENT	$8K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

8 direct securities· $15.0M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
LONGVIEW INTERMEDIATE BOND FUND	—	41,596	—	$4.5M	30.3%
VANGUARD 500 ADMIRAL SHARES	—	8,181	—	$4.4M	29.6%
PIMCO ALL ASSET INST	—	137,951	—	$1.5M	9.9%
BLACKROCK GLOB ALL FD	—	79,085	—	$1.5M	9.9%