AMALGAMATED NATIONAL HEALTH FUND: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- AMALGAMATED NATIONAL HEALTH FUND (EIN 27-4411485)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201923189349308117
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T11:43:17-08:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133432221 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Alicare Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 Westchester Avenue | AddressLine1Txt |
| City | White Plains | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 274411485 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Amalgamated National Health Fund | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMAL | BusinessNameControlTxt |
| Phone | 9173675000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 Westchester Avenue | AddressLine1Txt |
| City | White Plains | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10604 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lynne Fox | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2019-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lee Souksay | PreparerPersonNm |
| PTIN | P00712303 | PTIN |
| Phone | 9143675000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Lynne Fox | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22 South 22nd Street | AddressLine1Txt |
| City | Philadelphia | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $341,315,276 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1945 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | HEALTH FUND PROVIDING HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 5 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $194,869,354 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $202,886,930 | CYProgramServiceRevenueAmt |
| PY Investment Income | $7,451,763 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,638,311 | CYInvestmentIncomeAmt |
| PY Other Revenue | $495,849 | PYOtherRevenueAmt |
| CY Other Revenue | -$350,243 | CYOtherRevenueAmt |
| PY Total Revenue | $202,816,966 | PYTotalRevenueAmt |
| CY Total Revenue | $206,174,998 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $168,874,603 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $171,527,278 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $27,521,148 | PYOtherExpensesAmt |
| CY Other Expenses | $27,852,813 | CYOtherExpensesAmt |
| PY Total Expenses | $196,395,751 | PYTotalExpensesAmt |
| CY Total Expenses | $199,380,091 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $6,421,215 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,794,907 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $124,818,864 | TotalAssetsBOYAmt |
| Total Assets EOY | $124,763,083 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $37,742,777 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $38,339,210 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $87,076,087 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $86,423,873 | NetAssetsOrFundBalancesEOYAmt |
| Mission | HEALTH FUND PROVIDING HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Desc | HEALTH AND WELFARE BENEFITS DISBURSED TO OR FOR MEMBERS AND THEIR DEPENDENTS. | Desc |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (true) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 1231 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Employment Tax Returns Filed | false | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Victoria Sartor | PersonNm |
| Phone | 9143675434 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 Westchester Avenue | AddressLine1Txt |
| City | White Plains | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10604 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| Richard Ellis | ||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 |
| John Fowler | ||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $11,250 | $0 |
| Lynne Fox | ||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $210,894 | $0 |
| Kathy Hanshew | ||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $2,000 | $0 |
| Jean Hervey | ||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $6,595 | $0 |
| Julie Kelly | ||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $113,401 | $0 |
| Robert Kovacs | ||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 |
| David Melman | ||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $131,412 | $0 |
| Homi B Patel | ||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $6,750 | $0 |
| Warren Pepicelli | ||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $139,195 | $0 |
| Harris Raynor | ||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $133,878 | $0 |
| Edgar Romney | ||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $55,386 | $0 |
| Richard Rumelt | ||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $3,000 | $0 |
| Harold Taegel | ||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 |
| Steven E Thomas | ||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $7,500 | $0 |
| Cristina Vazquez | ||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $51,618 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Reportable Comp Rltd Org | $872,879 | TotReportableCompRltdOrgAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ALICARE | |||||
| 333 WESTCHESTER AVENUE | WHITE PLAIN | NY | 10604 | ADMINISTRATION | $29,750,100 |
| EMPIRE HEALTHCHOICE ASSURANCE INC | |||||
| 2015 STAPLES WILL ROAD | RICHMOND | VA | 23230 | CLAIMS PROCESSING | $4,052,754 |
| ANTHEM BLUE CROSS BLUE SHIELD | |||||
| 4361 IRVIN SIMPSON ROAD | MASON | OH | 45040 | CLAIMS PROCESSING | $3,920,700 |
| ALICARE MEDICAL MANAGEMENT INC | |||||
| 333 WESTCHESTER AVENUE | WHITE PLAINS | NY | 10604 | ADMINISTRATOR | $2,332,886 |
| EMPIRE BLUE CROSS BLUE SHIELD OF MASSACHUSETT | |||||
| PO BOX 4184 | BOSTON | MA | 022114184 | CLAIMS PROCESSING | $2,000,039 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 13 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Employee Contributions | 900099 | $31,435,720 | $31,435,720 |
| Employer Contributions | 900099 | $171,451,210 | $171,451,210 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $202,886,930 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,891,506 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,891,506 | RelatedOrExemptFuncIncomeAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $136,887,083 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $135,140,278 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,746,805 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,746,805 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,746,805 | RelatedOrExemptFuncIncomeAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Net Asset Held-NRF 401(H) | Desc |
| Total Revenue Column | -$350,243 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$350,243 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$350,243 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $206,174,998 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $206,174,998 | RelatedOrExemptFuncIncomeAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $171,527,278 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,596 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,675 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $196,837 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $171,601 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $204,186 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,325 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,769 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,467 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| Fund Services | $26,799,790 |
| Fiduciary Insurance | $147,461 |
| Miscellaneous | $100,106 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $199,380,091 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,254,367 | BOYAmt |
| EOY | $17,464,025 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,649,901 | BOYAmt |
| EOY | $17,117,583 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,783,150 | BOYAmt |
| EOY | $45,240,495 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,103,491 | BOYAmt |
| EOY | $40,277,324 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,027,955 | BOYAmt |
| EOY | $4,663,656 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,818,864 | BOYAmt |
| EOY | $124,763,083 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,223,058 | BOYAmt |
| EOY | $339,944 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,519,719 | BOYAmt |
| EOY | $37,999,266 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,742,777 | BOYAmt |
| EOY | $38,339,210 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,076,087 | BOYAmt |
| EOY | $86,423,873 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,076,087 | BOYAmt |
| EOY | $86,423,873 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,818,864 | BOYAmt |
| EOY | $124,763,083 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $6,794,907 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$7,447,121 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $40,277,324 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| Benefit Obligation to Participant | $37,021,244 |
| Cash Overdraft | $493,274 |
| Due to broker for securities purchased | $123,409 |
| Due to Related Parties | $358,469 |
| Misc. Liabilities | $2,870 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $37,999,266 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $198,531,040 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$7,447,121 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$7,447,121 | RevenueNotReportedAmt |
| Revenue Subtotal | $205,978,161 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $196,837 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $196,837 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $206,174,998 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $199,183,254 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $199,183,254 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $196,837 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $196,837 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $199,380,091 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X : FIN48 Footnote | FormAndLineReferenceDesc |
| Explanation | Part X, Line 2 U.S. GAAP requires Fund Management to evaluate tax positions taken by the Fund and recognize a tax liability if the Fund has taken an uncertain position that, more likely than not, would not be sustained upon examination by the U.S. Federal, state or local taxing authorities. The Fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Typically fund tax years will remain open for three years; however, this may differ depending upon the circumstances of the Fund. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lynne Fox | PersonNm |
| Title | Trustee | TitleTxt |
| Compensation Based On Rltd Orgs | $201,894 | CompensationBasedOnRltdOrgsAmt |
| Other Compensation Rltd Orgs | $9,000 | OtherCompensationRltdOrgsAmt |
| Total Compensation Rltd Orgs | $210,894 | TotalCompensationRltdOrgsAmt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (20 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| ALICARE | |||
| COMMON TRUSTEE/DIREC | $25,960,000 | FUND ADMINISTRATION | false |
| AMALGAMATED LIFE INSURANC | |||
| COMMON TRUSTEE/DIREC | $4,420,389 | LIFE INSURANCE/DISAB | false |
| ALICARE | |||
| COMMON TRUSTEE/DIREC | $3,790,100 | THIRD PARTY ADMINIST | false |
| ALICARE MEDICAL MANAGEMT | |||
| COMMON TRUSTEE/DIREC | $2,332,886 | THIRD PARTY ADMINIST | false |
| SIDNEY HILLMAN CENTER | |||
| COMMON TRUSTEE/DIREC | $329,745 | MEDICAL SERVICES | false |
| NYNJ REGIONAL JT BOARD | |||
| COMMON TRUSTEE/DIREC | $249,115 | REIMBMT FOR SERVICE | false |
| SOUTHERN REGIONAL JT BD | |||
| COMMON TRUSTEE/DIREC | $131,379 | REIMBMT FOR SERVICES | false |
| CHICAGOMIDWEST REG JT BD | |||
| COMMON TRUSTEE/DIREC | $108,051 | REIMBMT FOR SERVICES | false |
| NEW ENGLAND REG JT BD | |||
| COMMON TRUSTEE/DIREC | $146,907 | REIMBMT FOR SERVICES | false |
| SOUTHWEST REGIONAL JT BD | |||
| COMMON TRUSTEE/DIREC | $62,317 | REIMBMT FOR SERVICES | false |
| WORKERS UNITED | |||
| COMMON TRUSTEE/DIREC | $17,387 | REIMBMT FOR SERVICES | false |
| NY METROPOLITAN JOINT BD | |||
| COMMON TRUSTEE/DIREC | $54,860 | REIMBMT FOR SERVICES | false |
| PENNSYLVANIA JOINT BOARD | |||
| COMMON TRUSTEE/DIREC | $52,982 | REIMBMT FOR SERVICES | false |
| WESTERN STATES REG JT BD | |||
| COMMON TRUSTEE/DIREC | $37,712 | REIMBMT FOR SERVICES | false |
| UNITE HERE HEALTH CENTER | |||
| COMMON TRUSTEE/DIREC | $41,703 | MEDICAL SERVICES | false |
| MID-ATLANTIC REG JT BD | |||
| COMMON TRUSTEE/DIREC | $10,197 | REIMBMT FOR SERVICES | false |
| PHILADELPHIA JOINT BOARD | |||
| COMMON TRUSTEE/DIREC | $10,798 | REIMBMT FOR SERVICES | false |
| AMALGAMATED BANK OF NY | |||
| COMMON TRUSTEE/DIREC | $41,364 | CUSTODIAL INVMT MGMT | false |
| CONSOLIDATE RETIREMENT FD | |||
| COMMON TRUSTEE/DIREC | $37,800 | REIMB-RETIREE OPT OU | false |
| LEGACY PLAN OF THE NRF | |||
| COMMON TRUSTEE/DIREC | $4,194,565 | REIMBMT-EXP&CONTRIBT | false |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 11b: Form 990 Review Process | Form 990 was reviewed by an Officer of the Administrator of the Fund. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | Governing documents conflicts of interest policy and financials statements are not available to the public. Form 990 are available upon request. |
| Form 990, Part V, Line 2a | There were 1,231 W-2 forms issued to participants for their taxable benefits. Amalgamated National Fund does not have any employees. |
| Form 990, Part VI, Section A, Line 2 | Alico Services Corporation owns 100% of the common stock of Amalgamated Life Insurance Company , Alicare Medical Management,Inc. and Alicare, Inc. |
| Form 990, Part VI, Section A, Line 2 | With the exception of Richard Ellis, Robert Kovacs and Harold Taegel, all Trustees of the Amalgamated National Health Fund are also Directors of Alico Services Corporation. |
| Form 990, Part VI, Section A, Line 7a | 50% of the Trustees are appointed by the sponsoring union and 50% by the contributing employers. |
| Form 990, Part VI, Section B, Line 12c | The conflict of interest policy covers all the organization's Trustees. The organization annually distributes a detailed questionnaire to each Trustee. All questionnaires are reviewed by the administrator and disclosed conflicts are brought to the attention of the full Board of Trustees. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (26 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LEGACY PLAN OF THE NATIONAL RETIREMENT F | |||||||||||||||||
| 333 WESTCHESTER AVENUE | WHITE PLAINS | NY | 10604 | 136130178 | PENSION FUND | NY | 401 (a) | NA | Yes (true) | ||||||||
| UNITE HERE | |||||||||||||||||
| 275 SEVENTH AVENUE | NEW YORK | NY | 10001 | 133819434 | LABOR ORGANIZATION | NY | 501 (c) (5) | NA | Yes (true) | ||||||||
| UNITE HERE HEALTH CENTER | |||||||||||||||||
| 275 SEVENTH AVENUE | NEW YORK | NY | 10001 | 135563408 | MEDICAL SERVICES | NY | 501 (c) (3) | NA | Yes (true) | 7 | |||||||
| WORKERS UNITED | |||||||||||||||||
| 22 SOUTH 22ND STREET | PHILADELPHIA | PA | 19103 | 264459382 | LABOR ORGANIZATION | PA | 501 (c) (5) | NA | Yes (true) | ||||||||
| CHICAGO & MIDWEST REGIONAL JOINT BOARD | |||||||||||||||||
| 333SOUTH ASHLAND AVENUE | CHICAGO | IL | 60607 | 362938055 | LABOR ORGANIZATION | IL | 501 (c) (5) | NA | Yes (true) | ||||||||
| MID-ATLANTIC REGIONAL JOINT BOARD | |||||||||||||||||
| 5735 INDUSTRY LANE BLDG C SUITE | FREDERICK | MD | 21704 | 521367543 | LABOR ORGANIZATION | MD | 501 (c) (5) | NA | Yes (true) | ||||||||
| NEW ENGLAND JOINT BOARD | |||||||||||||||||
| 33 HARRISON AVENUE 8TH FLOOR | BOSTON | MA | 02111 | 043440556 | LABOR ORGANIZATION | MA | 501 (c) (5) | NA | Yes (true) | ||||||||
| NEW YORK METROPOLITAN AREA JOINT BOARD | |||||||||||||||||
| 33 WEST 14TH STREET | NEW YORK | NY | 10011 | 200354131 | LABOR ORGANIZATION | NY | 501 (c) (5) | NA | Yes (true) | ||||||||
| NEW YORK NEW JERSEY REGIONAL JOINT BOARD | |||||||||||||||||
| 33 WEST 14TH STREET | NEW YORK | NY | 10011 | 134908365 | LABOR ORGANIZATION | NY | 501 (c) (5) | NA | Yes (true) | ||||||||
| PENNSYVANIA JOINT BOARD | |||||||||||||||||
| 1017 HAMILTON STREET | ALLENTOWN | PA | 18101 | 232929642 | LABOR ORGANIZATION | PA | 501 (c) (5) | NA | Yes (true) | ||||||||
| PHILADELPHIA JOINT BOARD | |||||||||||||||||
| 22 SOUTH 22ND STREET | PHILADELPHIA | PA | 19103 | 230971735 | LABOR ORGANIZATION | PA | 501 (c) (5) | NA | Yes (true) | ||||||||
| SOUTHERN REGIONAL JOINT BOARD | |||||||||||||||||
| 4405 MALL BLVD SUITE 600 | UNION CITY | GA | 30291 | 581086875 | LABOR ORGANIZATION | GA | 501 (c) (5) | NA | Yes (true) | ||||||||
| SOUTHWEST REGIONAL JOINT BOARD | |||||||||||||||||
| 2639 WALNUT HILL LANE SUITE 203 | DALLAS | TX | 75229 | 430822854 | LABOR ORGANIZATION | TX | 501 (c) (5) | NA | Yes (true) | ||||||||
| WESTERN STATE REGIONAL JOINT BOARD | |||||||||||||||||
| 1102 Q STREET SUITE 100 | SACRAMENTO | CA | 95814 | 950488945 | LABOR ORGANIZATION | CA | 501 (c) (5) | NA | Yes (true) | ||||||||
| CONSOLIDATED RETIREMENT FUND | |||||||||||||||||
| 333 WESTCHESTER AVENUE | WHITE PLAINS | NY | 10604 | 133177000 | PENSION FUND | NY | 401 (a) | NA | Yes (true) | ||||||||
| SIDNEY HILLMAN HEALTH CENTER | |||||||||||||||||
| 333 SOUTH ASHLAND AVENUE | CHICAGO | IL | 60607 | 231339593 | MEDICAL SERVICES | IL | 501 (c) (4) | NA | Yes (true) | ||||||||
| LAUNDRY DRY CLEANING WORKERS ALLIED IND | |||||||||||||||||
| 18 WASHINGTON PLACE 3RD FLOOR | NEWARK | NJ | 07102 | HEALTH FUND | NJ | 501 (c) (5) | NA | Yes (true) | |||||||||
| LAUNDRY DISTRIBUTION&FOOD SERVICE JT BD | |||||||||||||||||
| 18 WASHINGTON PLACE 2ND FLOOR | NEWARK | NJ | 07102 | LABOR ORGANIZATION | NJ | 501 (c) (5) | NA | Yes (true) | |||||||||
| ROCHESTER REGIONAL JOINT BOARD | |||||||||||||||||
| 750 EAST AVENUE | ROCHESTER | NY | 14607 | LABOR ORGANIZATION | NY | 501 (c) (5) | NA | Yes (true) | |||||||||
| THE SIDNEY HILLMAN FOUNDATION | |||||||||||||||||
| 12 WEST 31ST STREET | NEW YORK | NY | 10001 | 135550943 | LABOR ORGANIZATION | NY | PF | NA | Yes (true) | ||||||||
| SEIU LOCAL 49 | |||||||||||||||||
| 3536 SE 26TH STREET | PORTLAND | OR | 97202 | 930131365 | LABOR ORGANIZATION | OR | 501 (c) (5) | Yes (true) | N/A | ||||||||
| ADJUSTABLE PLAN OF NATIONAL RETIREMT FD | |||||||||||||||||
| 333 WEESTCHESTER AVENUE | WHITE PLAINS | NY | 10604 | 136130178 | PENSION FUND | NY | 401 (a) | Yes (true) | N/A | ||||||||
| WORKER UNITED LOCAL 50 | |||||||||||||||||
| 527 SOUTH HARBOR BOULEVARD | ANAHEIM | CA | 92805 | 201601433 | LABOR ORGANIZATION | CA | 501 (C) (5) | Yes (true) | N/A | ||||||||
| LEGACY PLAN OF THE UNITE HERE RETIREMENT | |||||||||||||||||
| 333 WESTCHESTER AVENUE | WHITE PLAINS | NY | 10604 | 820994119 | PENSION FUND | NY | 401 (a) | NA | Yes (true) | ||||||||
| ADJUSTABLE PLAN OF THE UNITE HERE RETIRE | |||||||||||||||||
| 333 WESTCHESTER AVENUE | WHITE PLAINS | NY | 10604 | 820994119 | PENSION FUND | NY | 401 (a) | Yes (true) | N/A | ||||||||
| WORKERS UNITED CANADA COUNCIL | |||||||||||||||||
| Yes (true) | N/A | 2800 SKYMARK AVENUE | MISSISSAUGA | CANADA | CA | L4W 5L6 | CA | ||||||||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| AMALGAMATED BANK OF NEW YORK | |||||||||
| 275 SEVENTH AVENUE | NEW YORK | NY | 10001 | 134920330 | CUSTODIAN INVESTMENT | NY | NA | C CORP | false |
| ALICARE INC | |||||||||
| 333 WESTCHESTER AVENUE | WHITE PLAINS | NY | 10604 | 133432221 | THIRD PARTY ADMINISTRATOR | NY | NA | C CORP | false |
| ALICARE MEDICAL MANAGEMENT INC | |||||||||
| 33 WESTCHESTER AVENUE | WHITE PLAINS | NY | 10604 | 133860528 | CASE MANAGEMENT | NY | NA | C CORP | false |
| AMALGAMATED LIFE INSURANCE COMPANY | |||||||||
| 333 WESTCHESTER AVENUE | WHITE PLAINS | NY | 10604 | 135501223 | LIFE INSURANCE/ DISABILITY | NY | NA | C CORP | false |
| ALICO SERVICES CORPORATION | |||||||||
| 333 WESTCHESTER AVENUE | WHITE PLAINS | NY | 10604 | 133639595 | HOLDING COMPANY | NY | NA | C CORP | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (42 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| LEGACY PLAN OF THE NATIONAL RETIREMENT F | ||
| p | $4,895 | CASH BASIS |
| LEGACY PLAN OF THE NATIONAL RETIREMENT F | ||
| q | $82,986 | CASH BASIS |
| LEGACY PLAN OF THE NATIONAL RETIREMENT F | ||
| r | $3,037,203 | CASH BASIS |
| LEGACY PLAN OF THE NATIONAL RETIREMENT F | ||
| s | $288,220 | CASH BASIS |
| UNITE HERE HEALTH CENTER | ||
| m | $41,703 | CASH BASIS |
| WORKERS UNITED | ||
| p | $17,387 | CASH BASIS |
| WORKERS UNITED | ||
| s | $238,310 | CASH BASIS |
| CHICAGO & MIDWEST REGIONAL JOINT BOARD | ||
| p | $108,051 | CASH BASIS |
| CHICAGO & MIDWEST REGIONAL JOINT BOARD | ||
| s | $837,623 | CASH BASIS |
| MID-ATLANTIC REGIONAL JOINT BOARD | ||
| p | $10,197 | CASH BASIS |
| MID-ATLANTIC REGIONAL JOINT BOARD | ||
| s | $130,803 | CASH BASIS |
| NEW ENGLAND JOINT BOARD | ||
| p | $146,907 | CASH BASIS |
| NEW YORK METROPOLITAN AREA JOINT BOARD | ||
| p | $54,860 | CASH BASIS |
| NEW YORK METROPOLITAN AREA JOINT BOARD | ||
| s | $144,134 | CASH BASIS |
| NEW YORK NEW JERSEY REGIONAL JOINT BOARD | ||
| p | $249,115 | CASH BASIS |
| NEW YORK NEW JERSEY REGIONAL JOINT BOARD | ||
| s | $493,540 | CASH BASIS |
| PENNSYVANIA JOINT BOARD | ||
| p | $52,982 | CASH BASIS |
| PENNSYVANIA JOINT BOARD | ||
| s | $218,031 | CASH BASIS |
| PHILADELPHIA JOINT BOARD | ||
| p | $10,798 | CASH BASIS |
| PHILADELPHIA JOINT BOARD | ||
| s | $14,945 | CASH BASIS |
| SOUTHERN REGIONAL JOINT BOARD | ||
| p | $131,379 | CASH BASIS |
| SOUTHERN REGIONAL JOINT BOARD | ||
| s | $408,623 | CASH BASIS |
| SOUTHWEST REGIONAL JOINT BOARD | ||
| p | $62,317 | CASH BASIS |
| SOUTHWEST REGIONAL JOINT BOARD | ||
| s | $102,068 | CASH BASIS |
| WESTERN STATE REGIONAL JOINT BOARD | ||
| p | $37,712 | CASH BASIS |
| WESTERN STATE REGIONAL JOINT BOARD | ||
| s | $79,679 | CASH BASIS |
| CONSOLIDATED RETIREMENT FUND | ||
| q | $37,800 | CASH BASIS |
| SIDNEY HILLMAN HEALTH CENTER | ||
| p | $329,745 | CASH BASIS |
| SIDNEY HILLMAN HEALTH CENTER | ||
| s | $486,716 | CASH BASIS |
| LAUNDRY DRY CLEANING WORKERS ALLIED IND | ||
| s | $50,242 | CASH BASIS |
| LAUNDRY DISTRIBUTION&FOOD SERVICE JT BD | ||
| s | $562,020 | CASH BASIS |
| ROCHESTER REGIONAL JOINT BOARD | ||
| s | $3,878 | CASH BASIS |
| THE SIDNEY HILLMAN FOUNDATION | ||
| s | $31,838 | CASH BASIS |
| WORKERS UNITED CANADA COUNCIL | ||
| s | $377 | CASH BASIS |
| SEIU LOCAL 49 | ||
| k | $9,600 | CASH BASIS |
| ADJUSTABLE PLAN OF NATIONAL RETIREMT FD | ||
| r | $1,069,377 | CASH BASIS |
| WORKER UNITED LOCAL 50 | ||
| s | $83,099 | CASH BASIS |
| LEGACY PLAN OF THE UNITE HERE RETIREMENT | ||
| s | $345,850 | CASH BASIS |
| AMALGAMATED BANK OF NEW YORK | ||
| m | $41,364 | CASH BASIS |
| ALICARE INC | ||
| m | $29,750,100 | CASH BASIS |
| AMALGAMATED LIFE INSURANCE COMPANY | ||
| m | $4,420,389 | CASH BASIS |
| AMALGAMATED LIFE INSURANCE COMPANY | ||
| s | $2,358,139 | CASH BASIS |
Comments