2017-11-08T10:22:05-00:00 2016-12-31 BDO USA LLP 100 PARK AVENUE NEW YORK NY 10017 990 2016-01-01 274411485 Amalgamated National Health Fund AMAL 9143675000 333 Westchester Avenue White Plains NY 10604 LYNNE FOX TRUSTEE 2017-11-08 true PAUL HAMMERSCHMIDT 2128858321 2017-11-08 216.25.197.5 2017-11-08 15:10:25 ES P 076B45CABCB590868E6CAAB764485FC934D539AC 19FF89FD71FEE5D708D714AD286AE571963F4026 2016 2021-01-29 14:40:06Z LYNNE FOX 22 South 22nd Strret Philadelphia PA 19103 328676237 false X X 1945 NY HEALTH FUND PROVIDING HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 18 9 0 5 0 0 191534902 193015573 2087832 3370560 -182619 173307 193440115 196559440 0 167879408 166951546 0 0 0 27720577 27862001 195599985 194813547 -2159870 1745893 116358913 116558913 39349481 37016934 77009432 79541979 TO PROVIDE ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS WITH HEALTH WELFARE BENEFITS. false false HEALTH AND WELFARE BENEFITS DISBURSED TO OR FOR MEMBERS AND THEIR DEPENDENTS. false false false false false false false false false false true false false true true true false false false false false false false false false false false false true false false false true false false false false false false false true true true false true X 1161 0 true 0 false false false false false false X 18 9 false false false false false false false true true false false false true true true true true false false false X VICTORIA SARTOR 9143675434 333 WESTCHESTER AVENUE WHITE PLAINS NY 10604 Richard Ellis Trustee 001.00 001.00 X 0 0 0 John Fowler Trustee 001.00 001.00 X 0 12625 0 Lynne Fox Trustee 001.00 001.00 X 0 165458 0 Kathy Hanshew Trustee 001.00 001.00 X 0 0 0 Jean Hervey Trustee 001.00 001.00 X 0 4000 0 Julie Kelly Trustee 001.00 001.00 X 0 114300 0 Robert Kovacs Trustee 001.00 001.00 X 0 0 0 David Melman Trustee 001.00 001.00 X 0 126926 0 Richard Monje Trustee 001.00 001.00 X 0 160472 0 Homi B Patel Trustee 001.00 001.00 X 0 8500 0 Warren Pepicelli Trustee 001.00 001.00 X 0 135639 0 Harris Raynor Trustee 001.00 001.00 X 0 126651 0 Edgar Romney Trustee 001.00 001.00 X 0 57525 0 Richard Rumelt Trustee 001.00 001.00 X 0 4000 0 Anthony Sapienza Trustee 001.00 001.00 X 0 0 0 Harold Taegel Trustee 001.00 001.00 X 0 0 0 Steven E Thomas Trustee 001.00 001.00 X 0 7375 0 Cristina Vazquez Trustee 001.00 001.00 X 0 48603 0 972074 false true false ALICARE 333 WESTCHESTER AVENUE WHITE PLAINS NY 10604 ADMINISTRATION 28729106 ANTHEM BLUE CROSS BLUE SHIELD 4361 IRWIN SIMPSON ROAD MASON OH 45040 CLAIMS PROCESSING 4047239 EMPIRE HEALTHCHOICE ASSURANCE INC 2015 STAPLES MILL ROAD RICHMOND VA 23230 CLAIMS PROCESSING 3937341 ALICARE MEDICAL MANAGEMENT INC 333 WESTCHESTER AVENUE WHITE PLAINS NY 10604 ADMINISTRATOR 2708820 BLUE CROSS BLUE SHIELD OF MASSACHUS PO BOX 4184 BOSTON MA 022114184 CLAIMS PROCESSING 2126258 14 Contributions-Employer 900099 163950886 Contributions-Employee 900099 29064687 193015573 854571 134632786 132116797 2515989 2515989 Net Increase in Net Assets Held in Legacy Plan of the National Retirement Fund 173307 173307 196559440 0 0 0 166951546 0 0 0 0 0 0 0 195300 95019 0 212622 195006 0 194195 0 0 39325 48199 0 29806 0 0 0 0 Fund Services 25929782 Federal Transitional Premium 685692 Fiduciary Insurance 147311 89744 194813547 1569 1188 10798350 12321539 16038342 15360378 39866918 42194843 45230552 42146551 4423182 4534414 116358913 116558913 5301567 4602724 34047914 32414210 39349481 37016934 X 77009432 79541979 77009432 79541979 116358913 116558913 1745893 786654 X false true X true false Financial derivatives and other financial products Closely-held equity interests Hedge Funds of Funds 36520431 F Limited Partnership 5626120 F 42146551 Federal income taxes Due to Related Parties 106362 Cash Overdraft 505147 Miscellaneous Liabilities 214 Benefit Obligation to Participants 31116795 Federal Transitional Reinsurance Payable 685692 32414210 X 197133472 786654 786654 196346818 212622 212622 196559440 194600925 194600925 212622 212622 194813547 X 2 UNDER 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. . false false false Lynne Fox Trustee 153833 11625 165458 Richard Monje Trustee 157472 3000 160472 ALICARE COMMON TRUSTEE/DIRECTORS 24948000 FUND ADMINISTRATION false AMALGAMATED LIFE INSURANCE COMPANY COMMON TRUSTEE/DIRECTORS 4672000 LIFE INSURANCE/DISABILITY false ALICARE COMMON TRUSTEE/DIRECTORS 3781106 THIRD PARTY ADMINISTRATOR false ALICARE MEDICAL MANAGEMENT COMMON TRUSTEE/DIRECTORS 2708820 THIRD PARTY ADMINISTRATOR false SIDNEY HILLMAN CENTER COMMON TRUSTEE/DIRECTORS 370249 MEDICAL SERVICES false NEW YORKNEW JERSEY REGIONAL JOINT B COMMON TRUSTEE/DIRECTORS 261034 REIMBURSEMENT FOR SERVICE false NEW ENGLAND JOINT BOARD COMMON TRUSTEE/DIRECTORS 168735 REIMBURSEMENT FOR SERVICE false CHICAGO AND MIDWEST REGIONAL JOINT COMMON TRUSTEE/DIRECTORS 150811 REIMBURSEMENT FOR SERVICE false SOUTHERN REGIONAL JOINT BOARD COMMON TRUSTEE/DIRECTORS 103771 REIMBURSEMENT FOR SERVICE false SOUTHWEST REGIONAL JOINT BOARD COMMON TRUSTEE/DIRECTORS 84822 REIMBURSEMENT FOR SERVICE false WORKERS UNITED COMMON TRUSTEE/DIRECTORS 72578 REIMBURSEMENT FOR SERVICE false UNITE HERE HEALTH CENTER COMMON TRUSTEE/DIRECTORS 70174 MEDICAL SERVICES false NEW YORK METROPOLITAN AREA JOINT BO COMMON TRUSTEE/DIRECTORS 63998 REIMBURSEMENT FOR SERVICE false PENNSYLVANIA JOINT BOARD COMMON TRUSTEE/DIRECTORS 56452 REIMBURSEMENT FOR SERVICE false AMALGAMATED BANK OF NEW YORK COMMON TRUSTEE/DIRECTORS 56250 CUSTODIAN INVESTMENT MANAGEMENT false WESTERN STATES REGIONAL JOINT BOARD COMMON TRUSTEE/DIRECTORS 46677 REIMBURSEMENT FOR SERVICE false MID-ATLANTIC REGIONAL JOINT BOARD COMMON TRUSTEE/DIRECTORS 30056 REIMBURSEMENT FOR SERVICE false PHILADELPHIA JOINT BOARD COMMON TRUSTEE/DIRECTORS 6345 REIMBURSEMENT FOR SERVICE false CONSOLIDATED RETIREMENT FUND COMMON TRUSTEE/DIRECTORS 58679 REIMBURSEMENT FOR RETIREES OPTOUT false NATIONAL RETIREMENT FUND COMMON TRUSTEE/DIRECTORS 4949372 REIMBURSEMENT FOR EXPENSECONTRIBUTION COLLECTED false Form 990, Part V, Line 2a THERE 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 2 WITH 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 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 7a 50 OF THE TRUSTEES ARE APPOINTED BY THE SPONSORING UNION AND 50 BY THE CONTRIBUTING EMPLOYERS. Form 990, Part VI, Section B, Line 11b FORM 990 WAS REVIEWED BY AN OFFICER OF THE ADMINISTRATOR OF THE FUND. Form 990, Part VI, Section B, Line 12c THE 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 19 GOVERNING DOCUMENTS CONFLICTS OF INTEREST POLICY AND FINANCIALS STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC. FORM 990 ARE AVAILABLE UPON REQUEST. 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