AMALGAMATED NATIONAL HEALTH FUND: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
AMALGAMATED NATIONAL HEALTH FUND (EIN 27-4411485)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-14
IRS object ID
201843189349307764
Schema version
2017v2.2
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

FieldValueIRS element (for citing)
Return2018-11-14T12:43:54-08:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1100 Park AvenueAddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100175001ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN274411485EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Amalgamated National Health FundBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlAMALBusinessNameControlTxt
Phone9173675000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1333 Westchester AvenueAddressLine1Txt
CityWhite PlainsCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10604ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLynne FoxPersonNm
Person TitleTrusteePersonTitleTxt
Signature2018-11-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPaul HammerschmidtPreparerPersonNm
PTINP01384178PTIN
Phone2128858000PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerLynne FoxPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line122 South 22nd StreetAddressLine1Txt
CityPhiladelphiaCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$331,278,111GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
All Affiliates IncludedfalseAllAffiliatesIncludedInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1945FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionHEALTH FUND PROVIDING HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.ActivityOrMissionDesc
Voting Members Governing Body17VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers5TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$193,015,573PYProgramServiceRevenueAmt
CY Program Service Revenue$194,869,354CYProgramServiceRevenueAmt
PY Investment Income$3,370,560PYInvestmentIncomeAmt
CY Investment Income$7,451,763CYInvestmentIncomeAmt
PY Other Revenue$173,307PYOtherRevenueAmt
CY Other Revenue$495,849CYOtherRevenueAmt
PY Total Revenue$196,559,440PYTotalRevenueAmt
CY Total Revenue$202,816,966CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$166,951,546PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$168,874,603CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$27,862,001PYOtherExpensesAmt
CY Other Expenses$27,521,148CYOtherExpensesAmt
PY Total Expenses$194,813,547PYTotalExpensesAmt
CY Total Expenses$196,395,751CYTotalExpensesAmt
PY Revenues Less Expenses$1,745,893PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$6,421,215CYRevenuesLessExpensesAmt
Total Assets BOY$116,578,477TotalAssetsBOYAmt
Total Assets EOY$124,818,864TotalAssetsEOYAmt
Total Liabilities BOY$37,036,498TotalLiabilitiesBOYAmt
Total Liabilities EOY$37,742,777TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$79,541,979NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$87,076,087NetAssetsOrFundBalancesEOYAmt
MissionHEALTH FUND PROVIDING HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
DescHEALTH AND WELFARE BENEFITS DISBURSED TO OR FOR MEMBERS AND THEIR DEPENDENTS.Desc
Described In Section501c3falseDescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemYes (true)BusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document1131IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee0EmployeeCnt
Employment Tax Returns FiledfalseEmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Org Filed In Lieu Of Form1041falseOrgFiledInLieuOfForm1041Ind
Licensed More Than One StatefalseLicensedMoreThanOneStateInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members17GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonVictoria SartorPersonNm
Phone9143675434PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1333 Westchester AvenueAddressLine1Txt
CityWhite PlainsCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10604ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
Richard Ellis
Trustee1.001.00Yes (X)$0$0$0
John Fowler
Trustee1.001.00Yes (X)$0$13,000$0
Lynne Fox
Trustee1.001.00Yes (X)$0$213,250$0
Kathy Hanshew
Trustee1.001.00Yes (X)$0$0$0
Jean Hervey
Trustee1.001.00Yes (X)$0$4,000$0
Julie Kelly
Trustee1.001.00Yes (X)$0$114,300$0
Robert Kovacs
Trustee1.001.00Yes (X)$0$0$0
David Melman
Trustee1.001.00Yes (X)$0$129,894$0
Homi B Patel
Trustee1.001.00Yes (X)$0$10,000$0
Warren Pepicelli
Trustee1.001.00Yes (X)$0$138,601$0
Harris Raynor
Trustee1.001.00Yes (X)$0$138,200$0
Edgar Romney
Trustee1.001.00Yes (X)$0$58,650$0
Richard Rumelt
Trustee1.001.00Yes (X)$0$4,000$0
Anthony Sapienza
Trustee1.001.00Yes (X)$0$0$0
Harold Taegel
Trustee1.001.00Yes (X)$0$0$0
Steven E Thomas
Trustee1.001.00Yes (X)$0$7,750$0
Cristina Vazquez
Trustee1.001.00Yes (X)$0$49,718$0
FieldValueIRS element (for citing)
Tot Reportable Comp Rltd Org$881,363TotReportableCompRltdOrgAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
ALICARE
333 WESTCHESTER AVENUEWHITE PLAINNY10604ADMINISTRATION$29,181,169
EMPIRE HEALTHCHOICE ASSURANCE INC
2015 STAPLES WILL ROADRICHMONDVA23230CLAIMS PROCESSING$4,118,194
ANTHEM BLUE CROSS BLUE SHIELD
4361 IRVIN SIMPSON ROADMASONOH45040CLAIMS PROCESSING$4,005,981
ALICARE MEDICAL MANAGEMENT INC
333 WESTCHESTER AVENUEWHITE PLAINSNY10604ADMINISTRATOR$2,809,819
EMPIRE BLUE CROSS BLUE SHIELD OF MASSACHUSETT
PO BOX 4184BOSTONMA022114184CLAIMS PROCESSING$1,978,726
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K14CntrctRcvdGreaterThan100KCnt
Total Contributions$0TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Employee Contributions900099$29,662,827$29,662,827
Employer Contributions900099$165,206,527$165,206,527
FieldValueIRS element (for citing)
Total Program Service Revenue$194,869,354TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,530,545TotalRevenueColumnAmt
Related Or Exempt Func Income$1,530,545RelatedOrExemptFuncIncomeAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$134,382,363SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$128,461,145SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$5,921,218SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,921,218TotalRevenueColumnAmt
Related Or Exempt Func Income$5,921,218RelatedOrExemptFuncIncomeAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescNet Asset Held-NRF 401(H)Desc
Total Revenue Column$495,849TotalRevenueColumnAmt
Related Or Exempt Func Income$495,849RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$495,849OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$202,816,966TotalRevenueColumnAmt
Related Or Exempt Func Income$202,816,966RelatedOrExemptFuncIncomeAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$168,874,603TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$206,149TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$86,000TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$208,367TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$178,995TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$174,950TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$38,525TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$27,782TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$12,061TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmt
Fund Services$26,358,774
Fiduciary Insurance$147,463
Miscellaneous$82,082

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$196,395,751TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,188BOYAmt
EOY$0EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$12,321,539BOYAmt
EOY$16,254,367EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$15,379,942BOYAmt
EOY$15,649,901EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$42,194,843BOYAmt
EOY$51,656,554EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$42,146,551BOYAmt
EOY$36,230,087EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$4,534,414BOYAmt
EOY$5,027,955EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$116,578,477BOYAmt
EOY$124,818,864EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$4,602,724BOYAmt
EOY$5,223,058EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$32,433,774BOYAmt
EOY$32,519,719EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$37,036,498BOYAmt
EOY$37,742,777EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$79,541,979BOYAmt
EOY$87,076,087EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$79,541,979BOYAmt
EOY$87,076,087EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$116,578,477BOYAmt
EOY$124,818,864EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$6,421,215ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,112,893NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Securities$36,230,087TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDescAmtAmt
Benefit Obligation to Participant$31,846,010
Cash Overdraft$550,406
Due to Related Parties$121,511
Misc. Liabilities$1,792
FieldValueIRS element (for citing)
Total Liability$32,519,719TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$203,721,492TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,112,893NetUnrealizedGainsInvstAmt
Revenue Not Reported$1,112,893RevenueNotReportedAmt
Revenue Subtotal$202,608,599RevenueSubtotalAmt
Investment Expenses Not Incld$208,367InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$208,367RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$202,816,966TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$196,187,384TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$196,187,384ExpensesSubtotalAmt
Investment Expenses Not Incld2$208,367InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$208,367ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$196,395,751TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart X : FIN48 FootnoteFormAndLineReferenceDesc
ExplanationPart X, Line 2 Under ASC 740-10, "Accounting for Uncertainly in Income Taxes", the Fund must recognize the tax benefit or liability associated with tax positions taken for tax return purposes when it is more likely than not that the position will not be sustained upon examination by a taxing authority. The Fund does not believe there are any material uncertain tax positions taken and, accordingly, has not recognized any liability for unrecognized tax benefits. The Fund has filed for and received income tax exemptions in the jurisdictions where it is required to do so. Additionally, the Fund has filed Form 5500 Annual Return/Report of Employee Benefit Plan, as required, and all other applicable returns in jurisdictions where it is required. For the year ended December 31, 2017, there were no interest or penalties recorded or included in the financial statements. The Fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonLynne FoxPersonNm
TitleTrusteeTitleTxt
Compensation Based On Rltd Orgs$200,000CompensationBasedOnRltdOrgsAmt
Other Compensation Rltd Orgs$13,250OtherCompensationRltdOrgsAmt
Total Compensation Rltd Orgs$213,250TotalCompensationRltdOrgsAmt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (20 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
ALICARE
COMMON TRUSTEE/DIREC$25,436,000FUND ADMINISTRATIONfalse
AMALGAMATED LIFE INSURANC
COMMON TRUSTEE/DIREC$3,943,984LIFE INSURANCE/DISABfalse
ALICARE
COMMON TRUSTEE/DIREC$3,745,169THIRD PARTY ADMINISTfalse
ALICARE MEDICAL MANAGEMT
COMMON TRUSTEE/DIREC$2,809,819THIRD PARTY ADMINISTfalse
SIDNEY HILLMAN CENTER
COMMON TRUSTEE/DIREC$348,133MEDICAL SERVICESfalse
NYNJ REGIONAL JT BOARD
COMMON TRUSTEE/DIREC$270,579REIMBMT FOR SERVICEfalse
SOUTHERN REGIONAL JT BD
COMMON TRUSTEE/DIREC$128,556REIMBMT FOR SERVICESfalse
CHICAGOMIDWEST REG JT BD
COMMON TRUSTEE/DIREC$123,310REIMBMT FOR SERVICESfalse
NEW ENGLAND REG JT BD
COMMON TRUSTEE/DIREC$115,181REIMBMT FOR SERVICESfalse
SOUTHWEST REGIONAL JT BD
COMMON TRUSTEE/DIREC$81,169REIMBMT FOR SERVICESfalse
WORKERS UNITED
COMMON TRUSTEE/DIREC$72,234REIMBMT FOR SERVICESfalse
NY METROPOLITAN JOINT BD
COMMON TRUSTEE/DIREC$62,723REIMBMT FOR SERVICESfalse
PENNSYLVANIA JOINT BOARD
COMMON TRUSTEE/DIREC$52,078REIMBMT FOR SERVICESfalse
WESTERN STATES REG JT BD
COMMON TRUSTEE/DIREC$48,464REIMBMT FOR SERVICESfalse
UNITE HERE HEALTH CENTER
COMMON TRUSTEE/DIREC$46,704MEDICAL SERVICESfalse
MID-ATLANTIC REG JT BD
COMMON TRUSTEE/DIREC$26,313REIMBMT FOR SERVICESfalse
PHILADELPHIA JOINT BOARD
COMMON TRUSTEE/DIREC$12,606REIMBMT FOR SERVICESfalse
AMALGAMATED BANK OF NY
COMMON TRUSTEE/DIREC$55,440CUSTODIAL INVMT MGMTfalse
CONSOLIDATE RETIREMENT FD
COMMON TRUSTEE/DIREC$59,455REIMB-RETIREE OPT OUfalse
LEGACY PLAN OF THE NRF
COMMON TRUSTEE/DIREC$4,837,351REIMBMT-EXP&CONTRIBTfalse

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 11b: Form 990 Review ProcessForm 990 was reviewed by an Officer of the Administrator of the Fund.
Form 990, Part VI, Line 19: Other Organization Documents Publicly AvailableGoverning 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 2aThere were 1,131 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 2Alico 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 2With the exception of Richard Ellis, Kathy Hanshew, Robert Kovacs, Harold Taegel, Anthony Sapienza, all the Trustees of the Amalgamated National Health Fund are also Directors of Alico Services Corporation.
Form 990, Part VI, Section A, Line 7a50% of the Trustees are appointed by the sponsoring union and 50% by the contributing employers.
Form 990, Part VI, Section B, Line 12cThe 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 (24 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
LEGACY PLAN OF THE NATIONAL RETIREMENT F
333 WESTCHESTER AVENUEWHITE PLAINSNY10604136130178PENSION FUNDNY401 (a)NAYes (true)
UNITE HERE
275 SEVENTH AVENUENEW YORKNY10001133819434LABOR ORGANIZATIONNY501 (c) (5)NAYes (true)
UNITE HERE HEALTH CENTER
275 SEVENTH AVENUENEW YORKNY10001135563408MEDICAL SERVICESNY501 (c) (3)NAYes (true)7
WORKERS UNITED
22 SOUTH 22ND STREETPHILADELPHIAPA19103264459382LABOR ORGANIZATIONPA501 (c) (5)NAYes (true)
CHICAGO & MIDWEST REGIONAL JOINT BOARD
333SOUTH ASHLAND AVENUECHICAGOIL60607362938055LABOR ORGANIZATIONIL501 (c) (5)NAYes (true)
MID-ATLANTIC REGIONAL JOINT BOARD
5735 INDUSTRY LANE BLDG C SUITEFREDERICKMD21704521367543LABOR ORGANIZATIONMD501 (c) (5)NAYes (true)
NEW ENGLAND JOINT BOARD
33 HARRISON AVENUE 8TH FLOORBOSTONMA02111043440556LABOR ORGANIZATIONMA501 (c) (5)NAYes (true)
NEW YORK METROPOLITAN AREA JOINT BOARD
33 WEST 14TH STREETNEW YORKNY10011200354131LABOR ORGANIZATIONNY501 (c) (5)NAYes (true)
NEW YORK NEW JERSEY REGIONAL JOINT BOARD
33 WEST 14TH STREETNEW YORKNY10011134908365LABOR ORGANIZATIONNY501 (c) (5)NAYes (true)
PENNSYVANIA JOINT BOARD
1017 HAMILTON STREETALLENTOWNPA18101232929642LABOR ORGANIZATIONPA501 (c) (5)NAYes (true)
PHILADELPHIA JOINT BOARD
22 SOUTH 22ND STREETPHILADELPHIAPA19103230971735LABOR ORGANIZATIONPA501 (c) (5)NAYes (true)
SOUTHERN REGIONAL JOINT BOARD
4405 MALL BLVD SUITE 600UNION CITYGA30291581086875LABOR ORGANIZATIONGA501 (c) (5)NAYes (true)
SOUTHWEST REGIONAL JOINT BOARD
2639 WALNUT HILL LANE SUITE 203DALLASTX75229430822854LABOR ORGANIZATIONTX501 (c) (5)NAYes (true)
WESTERN STATE REGIONAL JOINT BOARD
1102 Q STREET SUITE 100SACRAMENTOCA95814950488945LABOR ORGANIZATIONCA501 (c) (5)NAYes (true)
CONSOLIDATED RETIREMENT FUND
333 WESTCHESTER AVENUEWHITE PLAINSNY10604133177000PENSION FUNDNY401 (a)NAYes (true)
SIDNEY HILLMAN HEALTH CENTER
333 SOUTH ASHLAND AVENUECHICAGOIL60607231339593MEDICAL SERVICESIL501 (c) (4)NAYes (true)
LAUNDRY DRY CLEANING WORKERS ALLIED IND
18 WASHINGTON PLACE 3RD FLOORNEWARKNJ07102HEALTH FUNDNJ501 (c) (5)NAYes (true)
LAUNDRY DISTRIBUTION&FOOD SERVICE JT BD
18 WASHINGTON PLACE 2ND FLOORNEWARKNJ07102LABOR ORGANIZATIONNJ501 (c) (5)NAYes (true)
ROCHESTER REGIONAL JOINT BOARD
750 EAST AVENUEROCHESTERNY14607LABOR ORGANIZATIONNY501 (c) (5)NAYes (true)
THE SIDNEY HILLMAN FOUNDATION
12 WEST 31ST STREETNEW YORKNY10001135550943LABOR ORGANIZATIONNYPFNAYes (true)
SEIU LOCAL 49
3536 SE 26TH STREETPORTLANDOR97202930131365LABOR ORGANIZATIONOR501 (c) (5)Yes (true)N/A
ADJUSTABLE PLAN OF NATIONAL RETIREMT FD
333 WEESTCHESTER AVENUEWHITE PLAINSNY10604136130178PENSION FUNDNY401 (a)Yes (true)N/A
WORKER UNITED LOCAL 50
527 SOUTH HARBOR BOULEVARDANAHEIMCA92805201601433LABOR ORGANIZATIONCA501 (C) (5)Yes (true)N/A
WORKERS UNITED CANADA COUNCIL
Yes (true)N/A2800 SKYMARK AVENUEMISSISSAUGACANADACAL4W 5L6CA

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
AMALGAMATED BANK OF NEW YORK
275 SEVENTH AVENUENEW YORKNY10001134920330CUSTODIAN INVESTMENTNYNAC CORPfalse
ALICARE INC
333 WESTCHESTER AVENUEWHITE PLAINSNY10604133432221THIRD PARTY ADMINISTRATORNYNAC CORPfalse
ALICARE MEDICAL MANAGEMENT INC
333 WESTCHESTER AVENUEWHITE PLAINSNY10604133860528CASE MANAGEMENTNYNAC CORPfalse
AMALGAMATED LIFE INSURANCE COMPANY
333 WESTCHESTER AVENUEWHITE PLAINSNY10604135501223LIFE INSURANCE/ DISABILITYNYNAC CORPfalse
ALICO SERVICES CORPORATION
333 WESTCHESTER AVENUEWHITE PLAINSNY10604133639595HOLDING COMPANYNYNAC CORPfalse
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (true)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (41 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
LEGACY PLAN OF THE NATIONAL RETIREMENT F
p$48,218CASH BASIS
LEGACY PLAN OF THE NATIONAL RETIREMENT F
q$68,926CASH BASIS
LEGACY PLAN OF THE NATIONAL RETIREMENT F
r$3,394,699CASH BASIS
LEGACY PLAN OF THE NATIONAL RETIREMENT F
s$13,533CASH BASIS
UNITE HERE HEALTH CENTER
m$46,704CASH BASIS
WORKERS UNITED
p$72,234CASH BASIS
WORKERS UNITED
s$212,778CASH BASIS
CHICAGO & MIDWEST REGIONAL JOINT BOARD
p$123,310CASH BASIS
CHICAGO & MIDWEST REGIONAL JOINT BOARD
s$995,707CASH BASIS
MID-ATLANTIC REGIONAL JOINT BOARD
p$26,313CASH BASIS
MID-ATLANTIC REGIONAL JOINT BOARD
s$132,526CASH BASIS
NEW ENGLAND JOINT BOARD
p$115,181CASH BASIS
NEW YORK METROPOLITAN AREA JOINT BOARD
p$62,723CASH BASIS
NEW YORK METROPOLITAN AREA JOINT BOARD
s$43,180CASH BASIS
NEW YORK NEW JERSEY REGIONAL JOINT BOARD
p$270,579CASH BASIS
NEW YORK NEW JERSEY REGIONAL JOINT BOARD
s$486,532CASH BASIS
PENNSYVANIA JOINT BOARD
p$52,078CASH BASIS
PENNSYVANIA JOINT BOARD
s$228,347CASH BASIS
PHILADELPHIA JOINT BOARD
p$12,606CASH BASIS
PHILADELPHIA JOINT BOARD
s$81,093CASH BASIS
SOUTHERN REGIONAL JOINT BOARD
p$128,556CASH BASIS
SOUTHERN REGIONAL JOINT BOARD
s$426,272CASH BASIS
SOUTHWEST REGIONAL JOINT BOARD
p$81,169CASH BASIS
SOUTHWEST REGIONAL JOINT BOARD
s$89,776CASH BASIS
WESTERN STATE REGIONAL JOINT BOARD
p$48,464CASH BASIS
WESTERN STATE REGIONAL JOINT BOARD
s$76,112CASH BASIS
CONSOLIDATED RETIREMENT FUND
q$59,455CASH BASIS
SIDNEY HILLMAN HEALTH CENTER
p$348,133CASH BASIS
SIDNEY HILLMAN HEALTH CENTER
s$348,839CASH BASIS
LAUNDRY DRY CLEANING WORKERS ALLIED IND
s$49,980CASH BASIS
LAUNDRY DISTRIBUTION&FOOD SERVICE JT BD
s$572,917CASH BASIS
ROCHESTER REGIONAL JOINT BOARD
s$4,924CASH BASIS
THE SIDNEY HILLMAN FOUNDATION
s$34,469CASH BASIS
WORKERS UNITED CANADA COUNCIL
s$247CASH BASIS
SEIU LOCAL 49
k$9,646CASH BASIS
ADJUSTABLE PLAN OF NATIONAL RETIREMT FD
r$1,325,390CASH BASIS
WORKER UNITED LOCAL 50
s$64,076CASH BASIS
AMALGAMATED BANK OF NEW YORK
m$55,440CASH BASIS
ALICARE INC
m$29,181,169CASH BASIS
AMALGAMATED LIFE INSURANCE COMPANY
m$3,943,984CASH BASIS
AMALGAMATED LIFE INSURANCE COMPANY
s$2,153,363CASH BASIS

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