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Original filing (PDF)20251014135815NAL0002955857001
BD OF TRUSTEE-AMALGAMATED NATIONAL HEALTH FUND
Form 5500
FILING_RECEIVED
AMALGAMATED NATIONAL HEALTH FUND
Health & welfare plan
Signals · 4
41% in single holding~6273 bps in Sched C feesNo recordkeeper disclosed35 service providers
Active participants
16,342
Accounts w/ balance
—
Plan assets (EOY)
$73.2M
Net assets (EOY)
$44.1M
How this plan invests
This plan
3 pooled trusts
Schedule D
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 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
79
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Management N/A" is 41% of plan.
- 6273 bps in Schedule C fees — 39105% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BD OF TRUSTEE-AMALGAMATED NATIONAL HEALTH FUND.
Plan sponsor
Name
BD OF TRUSTEE-AMALGAMATED NATIONAL HEALTH FUND
EIN
27-4411485
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
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4I · Severance Pay
4Q · Other
Audit & trust (Schedule H)
Auditor
NOVAK FRANCELLA, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
35 rowsOther
35| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMALGAMATED EMPLOYEE BENEFITS ADMIN | 13-3432221 | — | OWNED BY PARTY-IN-INTERES | $29.4M | — |
| AMALGAMATED EMPLOYEE BENEFITS ADMIN | 13-3432221 | — | OWNED BY PARTY-IN-INTERES | $3.9M | — |
| EMPIRE HEALTHCHOICE ASSURANCE, INC. | 23-7391136 | — | NONE | $3.6M | — |
| ANTHEM BLUE CROSS BLUE SHIELD | 23-7391136 | — | NONE | $3.1M | — |
| AMALGAMATED MEDICAL CARE MANAGEMENT | 13-3432221 | — | OWNED BY PARTY-IN-INTERES | $1.9M | — |
| SCHULTE ROTH & ZABEL LLP | 13-2633996 | — | NONE | $1.8M | — |
| BLUE CROSS BLUE SHIELD OF MASSACHUS | 04-1045815 | — | NONE | $1.0M | — |
| CHICAGO AND MIDWEST REGIONAL JT BD | 36-2938055 | — | PARTY-IN-INTEREST | $154K | — |
| SIDNEY HILLMAN HEALTH CENTER | 36-2245908 | — | PARTY-IN-INTEREST | $153K | — |
| ZIPARI, INC. | 35-1928243 | — | NONE | $112K | — |
| SOUTHERN REGIONAL JOINT BOARD WORKE | 58-1086875 | — | PARTY-IN-INTEREST | $111K | — |
| NOVAK FRANCELLA LLC | 61-1436956 | — | NONE | $80K | — |
| PSG CONSULTING LLC | 27-2345574 | — | NONE | $75K | — |
| NY/NJ JOINT BOARD - WORKERS UNITED | 13-4908365 | — | PARTY-IN-INTEREST | $74K | — |
| PENNSYLVANIA JOINT BOARD | 23-2929642 | — | PARTY-IN-INTEREST | $61K | — |
| CVS CAREMARK | 05-0340626 | — | NONE | $59K | — |
| METROPOLITAN DATA SOLUTIONS | 11-3636486 | — | NONE | $50K | — |
| MARINER INSTITUTIONAL, LLC | 59-3676225 | — | NONE | $50K | — |
| WESTERN STATES REGIONAL JB LOCAL 75 | 95-0488945 | — | PARTY-IN-INTEREST | $45K | — |
| PARAMETRIC PROTFOLIO ASSOCIATES | 20-0292745 | — | NONE | $41K | — |
| AMALGAMATED LIFE INSURANCE | 13-5501223 | — | OWNED BY PARTY-IN-INTERES | $39K | — |
| CYNOMYS, INC. | 82-2668930 | — | NONE | $37K | — |
| DELTA DENTAL OF NY | 11-1980218 | — | NONE | $23K | — |
| WORKERS UNITED | 26-4459382 | — | PARTY-IN-INTEREST | $21K | — |
| UNITE HERE HEALTH CENTER | 13-5563408 | — | PARTY-IN-INTEREST | $18K | — |
| HARDMAN JOHNSTON GLOBAL ADVISORS | 13-3257590 | — | NONE | $12K | — |
| AMALGAMATED BANK | 13-4920330 | — | PARTY-IN-INTEREST | $11K | — |
| SEIU LOCAL 49 | 93-0131365 | — | PARTY-IN-INTEREST | $10K | — |
| NSA STORAGE | — | SAN JUAN, PR | NONE | $9K | — |
| SOUTHWEST REGIONAL JOINT BOARD | 43-0822854 | — | PARTY-IN-INTEREST | $8K | — |
| MID-ATLANTIC REGIONAL JOINT BOARD | 52-1367543 | — | PARTY-IN-INTEREST | $6K | — |
| LADIES GARMENT WORKERS CENTER, INC. | 04-2055306 | — | NONE | $5K | — |
| SOVOS COMPLIANCE LLC | 46-1379693 | — | NONE | $0 | — |
| ALLIANT INSURANCE SERVICES, INC. | 33-0785439 | — | NONE | $0 | — |
| SS&C TECHNOLOGIES | 06-1169696 | — | NONE | $0 | — |
Investments
16 direct securities · 3 pooled funds· $341.4M(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
$321.0M
16 holdings
Common Collective Trust
$20.4M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Management N/A | — | — | $141.1M | $141.1M | 192.7% | |
| Dreyfus Government Cash N/A | — | — | $137.9M | $137.9M | 188.3% | |
| LONGVIEW SHORT TERM BOND FUND AMALGAMATED BANK OF NEW YORK · EIN 92-0747061 / PN 026 | Common Collective Trust | — | $15.2M | $16.6M | 22.7% | |
| PIMCO Income N/A | — | — | $10.1M | $10.1M | 13.8% | |
| PIMCO Income Institutional | — | — | $6.1M | $6.0M | 8.2% | |
| Amalgamated Bank Money Market Var % | — | — | $5.3M | $5.3M | 7.3% | |
| Institutional N/A | — | — | $3.9M | $3.9M | 5.4% | |
| Dreyfus Government Cash Management Var | — | — | $3.2M | $3.2M | 4.4% | |
| BlackRock Global Allocation Fund | — | — | $2.4M | $2.3M | 3.2% | |
| LONGVIEW LARGECAP PLUS VEBA FUND AMALGAMATED BANK OF NEW YORK · EIN 84-6967608 / PN 022 | Common Collective Trust | — | $1.4M | $2.3M | 3.2% | |
| Goldman Sachs Treasury Obligations Var | — | — | $2.2M | $2.2M | 3.1% | |
| EuroPacific Growth Fund | — | — | $2.4M | $2.2M | 3.0% | |
| AFL-CIO Housing Investment Trust | — | — | $2.8M | $2.1M | 2.8% | |
| EnTrust Special Opportunities Fund III Ltd | — | — | $1.8M | $1.5M | 2.1% | |
| LONGVIEW LARGECAP 500 VEBA INDEX FD AMALGAMATED BANK OF NEW YORK · EIN 13-4015803 / PN 008 | Common Collective Trust | — | $774K | $1.5M | 2.0% | |
| PIMCO All Asset Fund | — | — | $1.5M | $1.4M | 1.9% | |
| Vanguard Mid-Cap Index Fund | — | — | $526K | $763K | 1.0% | |
| Entrust Capital Special Opportunities Fund Ltd - | — | — | — | $753K | 1.0% | |
| EnTrust Capital Diversified Fund Ltd | — | — | $41K | $86K | 0.1% |