AMALGAMATED NATIONAL HEALTH FUND: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
AMALGAMATED NATIONAL HEALTH FUND (EIN 27-4411485)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-08
IRS object ID
201733129349301553
Schema version
2016v3.0
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)
Return2017-11-08T10:22:05-00:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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
ZIP10017ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

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
Phone9143675000PhoneNum

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
Signature2017-11-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPAUL HAMMERSCHMIDTPreparerPersonNm
Phone2128858321PhoneNum
Preparation2017-11-08PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address216.25.197.5IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-11-08IPDt
IP Tm15:10:25IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id076B45CABCB590868E6CAAB764485FC934D539ACAtSubmissionCreationDeviceId
At Submission Filing Device Id19FF89FD71FEE5D708D714AD286AE571963F4026AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1LYNNE FOXBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line122 South 22nd StrretAddressLine1Txt
CityPhiladelphiaCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$328,676,237GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
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 Body18VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers5TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$191,534,902PYProgramServiceRevenueAmt
CY Program Service Revenue$193,015,573CYProgramServiceRevenueAmt
PY Investment Income$2,087,832PYInvestmentIncomeAmt
CY Investment Income$3,370,560CYInvestmentIncomeAmt
PY Other Revenue-$182,619PYOtherRevenueAmt
CY Other Revenue$173,307CYOtherRevenueAmt
PY Total Revenue$193,440,115PYTotalRevenueAmt
CY Total Revenue$196,559,440CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$167,879,408PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$166,951,546CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$27,720,577PYOtherExpensesAmt
CY Other Expenses$27,862,001CYOtherExpensesAmt
PY Total Expenses$195,599,985PYTotalExpensesAmt
CY Total Expenses$194,813,547CYTotalExpensesAmt
PY Revenues Less Expenses-$2,159,870PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,745,893CYRevenuesLessExpensesAmt
Total Assets BOY$116,358,913TotalAssetsBOYAmt
Total Assets EOY$116,558,913TotalAssetsEOYAmt
Total Liabilities BOY$39,349,481TotalLiabilitiesBOYAmt
Total Liabilities EOY$37,016,934TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$77,009,432NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$79,541,979NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS WITH HEALTH WELFARE BENEFITS.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
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 Document1161IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members18GoverningBodyVotingMembersCnt
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 (18 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
Richard Ellis
Trustee001.00001.00Yes (X)$0$0$0
John Fowler
Trustee001.00001.00Yes (X)$0$12,625$0
Lynne Fox
Trustee001.00001.00Yes (X)$0$165,458$0
Kathy Hanshew
Trustee001.00001.00Yes (X)$0$0$0
Jean Hervey
Trustee001.00001.00Yes (X)$0$4,000$0
Julie Kelly
Trustee001.00001.00Yes (X)$0$114,300$0
Robert Kovacs
Trustee001.00001.00Yes (X)$0$0$0
David Melman
Trustee001.00001.00Yes (X)$0$126,926$0
Richard Monje
Trustee001.00001.00Yes (X)$0$160,472$0
Homi B Patel
Trustee001.00001.00Yes (X)$0$8,500$0
Warren Pepicelli
Trustee001.00001.00Yes (X)$0$135,639$0
Harris Raynor
Trustee001.00001.00Yes (X)$0$126,651$0
Edgar Romney
Trustee001.00001.00Yes (X)$0$57,525$0
Richard Rumelt
Trustee001.00001.00Yes (X)$0$4,000$0
Anthony Sapienza
Trustee001.00001.00Yes (X)$0$0$0
Harold Taegel
Trustee001.00001.00Yes (X)$0$0$0
Steven E Thomas
Trustee001.00001.00Yes (X)$0$7,375$0
Cristina Vazquez
Trustee001.00001.00Yes (X)$0$48,603$0
FieldValueIRS element (for citing)
Tot Reportable Comp Rltd Org$972,074TotReportableCompRltdOrgAmt
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 PLAINSNY10604ADMINISTRATION$28,729,106
ANTHEM BLUE CROSS BLUE SHIELD
4361 IRWIN SIMPSON ROADMASONOH45040CLAIMS PROCESSING$4,047,239
EMPIRE HEALTHCHOICE ASSURANCE INC
2015 STAPLES MILL ROADRICHMONDVA23230CLAIMS PROCESSING$3,937,341
ALICARE MEDICAL MANAGEMENT INC
333 WESTCHESTER AVENUEWHITE PLAINSNY10604ADMINISTRATOR$2,708,820
BLUE CROSS BLUE SHIELD OF MASSACHUS
PO BOX 4184BOSTONMA022114184CLAIMS PROCESSING$2,126,258
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K14CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmt
Contributions-Employer900099$163,950,886
Contributions-Employee900099$29,064,687
FieldValueIRS element (for citing)
Total Program Service Revenue$193,015,573TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$854,571TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$134,632,786SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$132,116,797SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$2,515,989SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,515,989TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescNet Increase in Net Assets Held in Legacy Plan of the National Retirement FundDesc
Total Revenue Column$173,307TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Other Revenue Total$173,307OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$196,559,440TotalRevenueColumnAmt

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$166,951,546TotalAmt

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$195,300TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$95,019TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Fees For Services Prof FundraisingFeesForServicesProfFundraising

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$212,622TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$195,006TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$194,195TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$39,325TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$48,199TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$29,806TotalAmt

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$25,929,782
Federal Transitional Premium$685,692
Fiduciary Insurance$147,311

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$89,744TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$194,813,547TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,569BOYAmt
EOY$1,188EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$10,798,350BOYAmt
EOY$12,321,539EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$16,038,342BOYAmt
EOY$15,360,378EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$39,866,918BOYAmt
EOY$42,194,843EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$45,230,552BOYAmt
EOY$42,146,551EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$4,423,182BOYAmt
EOY$4,534,414EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$116,358,913BOYAmt
EOY$116,558,913EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$5,301,567BOYAmt
EOY$4,602,724EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$34,047,914BOYAmt
EOY$32,414,210EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$39,349,481BOYAmt
EOY$37,016,934EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$77,009,432BOYAmt
EOY$79,541,979EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$77,009,432BOYAmt
EOY$79,541,979EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$116,358,913BOYAmt
EOY$116,558,913EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,745,893ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$786,654NetUnrlzdGainsLossesInvstAmt
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

Other Securities OtherSecuritiesGrp (4 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Financial derivatives and other financial products
Closely-held equity interests
Hedge Funds of Funds$36,520,431F
Limited Partnership$5,626,120F
FieldValueIRS element (for citing)
Total Book Value Securities$42,146,551TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDescAmtAmt
Federal income taxes
Due to Related Parties$106,362
Cash Overdraft$505,147
Miscellaneous Liabilities$214
Benefit Obligation to Participants$31,116,795
Federal Transitional Reinsurance Payable$685,692
FieldValueIRS element (for citing)
Total Liability$32,414,210TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$197,133,472TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$786,654NetUnrealizedGainsInvstAmt
Revenue Not Reported$786,654RevenueNotReportedAmt
Revenue Subtotal$196,346,818RevenueSubtotalAmt
Investment Expenses Not Incld$212,622InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$212,622RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$196,559,440TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$194,600,925TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$194,600,925ExpensesSubtotalAmt
Investment Expenses Not Incld2$212,622InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$212,622ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$194,813,547TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceX 2FormAndLineReferenceDesc
ExplanationUNDER ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, THE FUND MUST RECOGNIZE THE TAX BENEFIT OR LIABILITY ASSOCIATED WITH TAX POSITIONS TAKEN FOR TAX 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 YEARS ENDED DECEMBER 31, 2016, THERE WERE NO INTEREST OR PENALTIES RECORDED OR INCLUDED IN THE FINANCIAL STATEMENTS. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAKING JURISDICTIONS. .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 (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmt
Lynne Fox
Trustee$153,833$11,625$165,458
Richard Monje
Trustee$157,472$3,000$160,472

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (20 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
ALICARE
COMMON TRUSTEE/DIRECTORS$24,948,000FUND ADMINISTRATIONfalse
AMALGAMATED LIFE INSURANCE COMPANY
COMMON TRUSTEE/DIRECTORS$4,672,000LIFE INSURANCE/DISABILITYfalse
ALICARE
COMMON TRUSTEE/DIRECTORS$3,781,106THIRD PARTY ADMINISTRATORfalse
ALICARE MEDICAL MANAGEMENT
COMMON TRUSTEE/DIRECTORS$2,708,820THIRD PARTY ADMINISTRATORfalse
SIDNEY HILLMAN CENTER
COMMON TRUSTEE/DIRECTORS$370,249MEDICAL SERVICESfalse
NEW YORKNEW JERSEY REGIONAL JOINT B
COMMON TRUSTEE/DIRECTORS$261,034REIMBURSEMENT FOR SERVICEfalse
NEW ENGLAND JOINT BOARD
COMMON TRUSTEE/DIRECTORS$168,735REIMBURSEMENT FOR SERVICEfalse
CHICAGO AND MIDWEST REGIONAL JOINT
COMMON TRUSTEE/DIRECTORS$150,811REIMBURSEMENT FOR SERVICEfalse
SOUTHERN REGIONAL JOINT BOARD
COMMON TRUSTEE/DIRECTORS$103,771REIMBURSEMENT FOR SERVICEfalse
SOUTHWEST REGIONAL JOINT BOARD
COMMON TRUSTEE/DIRECTORS$84,822REIMBURSEMENT FOR SERVICEfalse
WORKERS UNITED
COMMON TRUSTEE/DIRECTORS$72,578REIMBURSEMENT FOR SERVICEfalse
UNITE HERE HEALTH CENTER
COMMON TRUSTEE/DIRECTORS$70,174MEDICAL SERVICESfalse
NEW YORK METROPOLITAN AREA JOINT BO
COMMON TRUSTEE/DIRECTORS$63,998REIMBURSEMENT FOR SERVICEfalse
PENNSYLVANIA JOINT BOARD
COMMON TRUSTEE/DIRECTORS$56,452REIMBURSEMENT FOR SERVICEfalse
AMALGAMATED BANK OF NEW YORK
COMMON TRUSTEE/DIRECTORS$56,250CUSTODIAN INVESTMENT MANAGEMENTfalse
WESTERN STATES REGIONAL JOINT BOARD
COMMON TRUSTEE/DIRECTORS$46,677REIMBURSEMENT FOR SERVICEfalse
MID-ATLANTIC REGIONAL JOINT BOARD
COMMON TRUSTEE/DIRECTORS$30,056REIMBURSEMENT FOR SERVICEfalse
PHILADELPHIA JOINT BOARD
COMMON TRUSTEE/DIRECTORS$6,345REIMBURSEMENT FOR SERVICEfalse
CONSOLIDATED RETIREMENT FUND
COMMON TRUSTEE/DIRECTORS$58,679REIMBURSEMENT FOR RETIREES OPTOUTfalse
NATIONAL RETIREMENT FUND
COMMON TRUSTEE/DIRECTORS$4,949,372REIMBURSEMENT FOR EXPENSECONTRIBUTION COLLECTEDfalse

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part V, Line 2aTHERE WERE 1,127 W-2 FORMS ISSUED TO PARTICIPANTS FOR THEIR TAXABLE BENEFITS. AMALGAMATED NATIONAL HEALTH FUND DOES NOT HAVE ANY EMPLOYEES.
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 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 7a50 OF THE TRUSTEES ARE APPOINTED BY THE SPONSORING UNION AND 50 BY THE CONTRIBUTING EMPLOYERS.
Form 990, Part VI, Section B, Line 11bFORM 990 WAS REVIEWED BY AN OFFICER OF THE ADMINISTRATOR OF THE FUND.
Form 990, Part VI, Section B, Line 12cTHE CONFLICT OF INTEREST POLICY COVERS ALL THE ORGANIZATIONS 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.
Form 990, Part VI, Section C, Line 19GOVERNING DOCUMENTS CONFLICTS OF INTEREST POLICY AND FINANCIALS STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC. FORM 990 ARE AVAILABLE UPON REQUEST.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (22 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndPublic Charity StatusPublicCharityStatusTxt
LEGACY PLAN OF THE NATIONAL RETIREMENT FUND
333 WESTCHESTER AVENUEWHITE PLAINSNY10604136130178PENSION FUNDNY401 aNAYes (true)
UNITE HERE
275 SEVENTH AVENUENEW YORKNY10001133819434LABOR ORGANIZATIONNY501 c 5NAYes (true)
UNITE HERE HEALTH CENTER
275 SEVENTH AVENUENEW YORKNY10001135563408MEDICAL SERVICENY501 c 3NAYes (true)7
WORKERS UNITED
12 WEST 31ST STREETNEW YORKNY10001264459382LABOR ORGANIZATIONNY501 c 5NAYes (true)
CHICAGO AND MIDWEST REGIONAL JOINT BOARD
333 SOUTH ASHLAND AVENUECHICAGOIL60607362938055LABOR ORGANIZATIONIL501 c 5NAYes (true)
MID-ATLANTIC REGIONAL JOINT BOARD
7-9 WEST MULBERRY STREETBALTIMOREMD21201521367543LABOR ORGANIZATIONMD501 c 5NAYes (true)
NEW ENGLAND JOINT BOARD
33 HARRISON AVENUE 8TH FLOORBOSTONMA02111043440556LABOR ORGANIZATIONMA501 c 5NAYes (true)
NEW YORK METROPOLITAN AREA JOINT BOARD
33 WEST 14TH STREETNEW YORKNY10011200354131LABOR ORGANIZATIONNY501 c 5NAYes (true)
NEW YORK NEW JERSEY REGIONAL JOINT BOARD
33 WEST 14TH STREETNEWARKNY10011134908365LABOR ORGANIZATIONNJ501 c 5NAYes (true)
PENNSYLVANIA JOINT BOARD
1017 HAMILTON STREETALLENTOWNPA18101232929642LABOR ORGANIZATIONPA501 c 5NAYes (true)
PHILADELPHIA JOINT BOARD
22 SOUTH 22ND STREETPHILADELPHIAPA19103230971735LABOR ORGANIZATIONPA501 c 5NAYes (true)
SOUTHERN REGIONAL JOINT BOARD
4405 MALL BLVD SUITE 600SCHAUMBURGGA30291581086875LABOR ORGANIZATIONGA501 c 5NAYes (true)
SOUTHWEST REGIONAL JOINT BOARD
2639 WALNUT HILL LANE SUITE 203DALLASTX75229430822854LABOR ORGANIZATIONTX501 c 5NAYes (true)
WESTERN STATE REGIONAL JOINT BOARD
920 SO ALVARADO STREETLOS ANGELOSCA90006950488945LABOR ORGANIZATIONCA501 c 5NAYes (true)
CONSOLIDATED RETIREMENT FUND
333 WESTCHESTER AVENUEWHITE PLAINSNY10604133177000PENSION FUNDNY401 aNAYes (true)
SIDNEY HILLMAN MEDICAL CENTER
1740 SOUTH STREET SUITE 403PHILADELPHIAPA19146231339593MEDICAL SERVICEPA501 c 4NAYes (true)
LAUNDRY DRY CLEANING WORKRS ALLIED INDUSTRIES HEALTH RETRMT-EDU LEGAL FD
18 WASHINGTON PLACE 3RD FLOORNEWARKNJ07102135197381HEALTH FUNDNJ501 c 5NAYes (true)
LAUNDRY DISTRIBUTION AND FOOD SERVICE JOINT BOARD
18 WASHINGTON PLACE 2ND FLOORNEWARKNJ07102273605306LABOR ORGANIZATIONNJ501 c 5NAYes (true)
ROCHESTER REGIONAL JOINT BOARD
750 EAST AVENUEROCHESTERNY14607160330070LABOR ORGANIZATIONNY501 c 5NAYes (true)
THE SIDNEY HILLMAN FOUNDATION
12 WEST 31ST STREETNEW YORKNY10001135550943LABOR ORGANIZATIONNYPFNAYes (true)
SEIU LOCAL 49
3536 SE 26TH AVENUEPORTLANDOR97202930131365LABOR ORGANIZATIONOR501 c 5NAYes (true)
ADJUSTABLE PLAN OF THE NATIONAL RETIREMENT FUND
333 WESTCHESTER AVENUENEW YORKNY10604999999999PENSION FUNDNY401 aNAYes (true)

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 INS/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 OrgfalseRentalOfFcltsFromOthOrgInd
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
ALICARE INC
m$28,729,109CASH BASIS
AMALGAMATED LIFE INSURANCE COMPANY
m$4,672,000CASH BASIS
UNITE HERE HEALTH CENTER
m$70,174CASH BASIS
NEW YORK NEW JERSEY REGIONAL JOINT BOARD
p$261,034CASH BASIS
SIDNEY HILLMAN HEALTH CENTER
p$370,249CASH BASIS
NEW ENGLAND JOINT BOARD
p$168,735CASH BASIS
MID-ATLANTIC REGIONAL JOINT BOARD
p$30,056CASH BASIS
NEW YORK METROPOLITAN AREA JOINT BOARD
p$63,998CASH BASIS
CHICAGO AND MIDWEST REGIONAL JOINT BOARD
p$150,811CASH BASIS
PHILADELPHIA JOINT BOARD
p$6,345CASH BASIS
AMALGAMATED BANK OF NEW YORK
m$56,250CASH BASIS
SOUTHERN REGIONAL JOINT BOARD
p$103,771CASH BASIS
SOUTHWEST REGIONAL JOINT BOARD
p$84,822CASH BASIS
WESTERN STATES REGIONAL JOINT BOARD
p$46,677CASH BASIS
WORKERS UNITED
p$72,578CASH BASIS
LEGACY PLAN OF THE NATIONAL RETIREMENT FUND
p$45,780CASH BASIS
LEGACY PLAN OF THE NATIONAL RETIREMENT FUND
q$79,691CASH BASIS
LEGACY PLAN OF THE NATIONAL RETIREMENT FUND
r$3,474,288CASH BASIS
CONSOLIDATED RETIREMENT FUND
q$58,679CASH BASIS
PENNSYLVANIA JOINT BOARD
p$56,452CASH BASIS
CHICAGO AND MIDWEST REGIONAL JOINT BOARD
s$23,588CASH BASIS
LAUNDRY DISTRIBUTION AND FOOD SERVICE JOINT BOARD
s$582,634CASH BASIS
LAUNDRY DRY CLEANING WORKERS & ALLIED INDUSTRIES HEALTH FUND
s$49,185CASH BASIS
LEGACY PLAN OF THE NATIONAL RETIREMENT FUND
s$18,394CASH BASIS
MID-ATLANTIC REGIONAL JOINT BOARD
s$144,170CASH BASIS
NEW YORK METROPOLITAN AREA JOINT BOARD
s$130,741CASH BASIS
NEW YORK NEW JERSEY REGIONAL JOINT BOARD
s$568,958CASH BASIS
PENNSYLVANIA JOINT BOARD
s$258,036CASH BASIS
PHILADELPHIA JOINT BOARD
s$14,559CASH BASIS
ROCHESTER REGIONAL JOINT BOARD
s$4,471CASH BASIS
SIDNEY HILLMAN MEDICAL CENTER
s$663CASH BASIS
SOUTHERN REGIONAL JOINT BOARD
s$388,813CASH BASIS
SOUTHWEST REGIONAL JOINT BOARD
s$129,672CASH BASIS
THE SIDNEY HILLAN FOUNDATION INC
s$28,808CASH BASIS
WESTERN STATES REGIONAL JOINT BOARD
s$84,847CASH BASIS
WORKERS UNITED CANADA COUNCIL
s$241CASH BASIS
WORKERS UNITED LOCAL 50
s$67,832CASH BASIS
WORKERS UNITED
s$235,223CASH BASIS
AMALGAMATED LIFE INSURANCE COMPANY (LOCAL 153)
s$2,172,336CASH BASIS
SEIU LOCAL 49
k$9,640CASH BASIS
ADJUSTABLE PLAN OF THE NATIONAL RETIREMENT FUND
r$1,349,612CASH BASIS

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.