AMALGAMATED NATIONAL HEALTH FUND: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
AMALGAMATED NATIONAL HEALTH FUND (EIN 27-4411485)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-11-13
IRS object ID
201543179349301694
Schema version
2014v5.0
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)
Return2015-11-13T10:01:00-00:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 Begin2014-01-01TaxPeriodBeginDt

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)
PersonNOEL BEASLEYPersonNm
Person TitleTRUSTEEPersonTitleTxt
Signature2015-11-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPAUL HAMMERSCHMIDTPreparerPersonNm
Phone2128858321PhoneNum
Preparation2015-11-13PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1NOEL BEASLEYBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1333 SOUTH ASHLAND AVENUE SUITE 205AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP606072773ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$290,738,152GrossReceiptsAmt
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 Independent8VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers3TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$167,549,745PYProgramServiceRevenueAmt
CY Program Service Revenue$180,704,525CYProgramServiceRevenueAmt
PY Investment Income$6,773,582PYInvestmentIncomeAmt
CY Investment Income$4,164,024CYInvestmentIncomeAmt
PY Other Revenue$359,171PYOtherRevenueAmt
CY Other Revenue$63,536CYOtherRevenueAmt
PY Total Revenue$174,682,498PYTotalRevenueAmt
CY Total Revenue$184,932,085CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$148,865,409PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$159,706,427CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$28,626,448PYOtherExpensesAmt
CY Other Expenses$28,633,704CYOtherExpensesAmt
PY Total Expenses$177,491,857PYTotalExpensesAmt
CY Total Expenses$188,340,131CYTotalExpensesAmt
PY Revenues Less Expenses-$2,809,359PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$3,408,046CYRevenuesLessExpensesAmt
Total Assets BOY$122,787,647TotalAssetsBOYAmt
Total Assets EOY$126,227,693TotalAssetsEOYAmt
Total Liabilities BOY$37,286,324TotalLiabilitiesBOYAmt
Total Liabilities EOY$42,948,541TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$85,501,323NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$83,279,152NetAssetsOrFundBalancesEOYAmt
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 Document1196IRPDocumentCnt
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
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members18GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
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
Noel Beasley
Trustee001.00001.00Yes (X)$0$211,250$0
Pat Cronin
Trustee001.00001.00Yes (X)$0$125,000$0
David Eckwall
Trustee001.00001.00Yes (X)$0$0$0
Richard Ellis
Trustee001.00001.00Yes (X)$0$0$0
John Fowler
Trustee001.00001.00Yes (X)$0$13,500$0
Lynne Fox
Trustee001.00001.00Yes (X)$0$117,025$0
Jean Hervey
Trustee001.00001.00Yes (X)$0$2,000$0
Julie Kelly
Trustee001.00001.00Yes (X)$0$114,421$0
Desmond Massey
Trustee001.00001.00Yes (X)$0$4,000$0
David Melman
Trustee001.00001.00Yes (X)$0$119,630$0
Homi B Patel
Trustee001.00001.00Yes (X)$0$9,000$0
Warren Pepicelli
Trustee001.00001.00Yes (X)$0$128,923$0
Harris Raynor
Trustee001.00001.00Yes (X)$0$121,394$0
Edgar Romney
Trustee001.00001.00Yes (X)$0$109,121$0
Richard Rumelt
Trustee001.00001.00Yes (X)$0$3,000$0
Anthony Sapienza
Trustee001.00001.00Yes (X)$0$0$0
Steven E Thomas
Trustee001.00001.00Yes (X)$0$6,375$0
Cristina Vazquez
Trustee001.00001.00Yes (X)$0$139,253$0
FieldValueIRS element (for citing)
Tot Reportable Comp Rltd Org$1,223,892TotReportableCompRltdOrgAmt
Indiv Rcvd Greater Than100 K9IndivRcvdGreaterThan100KCnt
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$28,292,394
UNITE HERE HEALTH CENTER
275 SEVENTH AVENUENEW YORKNY10001CONTRACT ADMINISTRATOR$3,269,360
ANTHEM BLUE CROSS BLUE SHIELD
4361 IRWIN SIMPSON ROADMASONOH45040CLAIMS PROCESSING$4,240,614
ALICARE MEDICAL MANAGEMENT INC
333 WESTCHESTER AVENUEWHITE PLAINSNY10604ADMINISTRATOR$2,881,725
BLUE CROSS BLUE SHIELD OF MASSACHUS
PO BOX 4184BOSTONMA022114184CLAIMS PROCESSING$2,016,212
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K15CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmt
Contributions-Employer900099$156,207,195
Contributions-Employee900099$24,497,330
FieldValueIRS element (for citing)
Total Program Service Revenue$180,704,525TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,473,237TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$108,496,854SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$105,806,067SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$2,690,787SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,690,787TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescNet Increase in Net Assets Held in National Retirement FundDesc
Total Revenue Column$63,536TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Other Revenue Total$63,536OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$184,932,085TotalRevenueColumnAmt

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$159,706,427TotalAmt

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$379,532TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$78,785TotalAmt

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$221,066TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$212,833TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$7,985TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$270,454TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$11,498TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$42,723TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$53,569TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$21,937TotalAmt

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$25,665,501
Federal Transitional Premium$1,438,101
Fiduciary Insurance$149,548

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$80,172TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$188,340,131TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$3,490BOYAmt
EOY$110,325EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$12,118,753BOYAmt
EOY$15,210,878EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$15,796,070BOYAmt
EOY$15,198,651EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$49,796,192BOYAmt
EOY$48,753,631EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$40,549,679BOYAmt
EOY$42,347,418EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$4,523,463BOYAmt
EOY$4,606,790EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$122,787,647BOYAmt
EOY$126,227,693EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$4,796,322BOYAmt
EOY$7,865,427EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$32,490,002BOYAmt
EOY$35,083,114EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$37,286,324BOYAmt
EOY$42,948,541EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$85,501,323BOYAmt
EOY$83,279,152EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$85,501,323BOYAmt
EOY$83,279,152EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$122,787,647BOYAmt
EOY$126,227,693EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$3,408,046ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$608,360NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$577,515OtherChangesInNetAssetsAmt
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 (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Financial derivatives and other financial products
Closely-held equity interests
Hedge Funds of Funds$42,347,418F
FieldValueIRS element (for citing)
Total Book Value Securities$42,347,418TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDescAmtAmt
Federal income taxes
Due to Related Parties$39,889
Cash Overdraft$1,091,081
Miscellaneous Liabilities$191,126
Benefit Obligation to Participants$32,322,917
Federal Transitional Reinsurance Payable$1,438,101
FieldValueIRS element (for citing)
Total Liability$35,083,114TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$185,319,379TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$608,360NetUnrealizedGainsInvstAmt
Revenue Not Reported$608,360RevenueNotReportedAmt
Revenue Subtotal$184,711,019RevenueSubtotalAmt
Investment Expenses Not Incld$221,066InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$221,066RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$184,932,085TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$188,119,065TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$188,119,065ExpensesSubtotalAmt
Investment Expenses Not Incld2$221,066InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$221,066ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$188,340,131TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceX 2FormAndLineReferenceDesc
ExplanationUNDER ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, A PLAN MUST RECOGNIZE THE TAX BENEFIT 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 2014 AND 2013, THERE WERE NO INTEREST OR PENALTIES RECORDED OR INCLUDED IN THE FINANCIAL STATEMENTS. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAKING JURISDICTIONS. AS OF DECEMBER 31,2014, THE YEARS STILL SUBJECT TO EXAMINATION BY A TAXING AUTHORITY WERE 2011 THROUGH 2013.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)
PersonNoel BeasleyPersonNm
TitleTrusteeTitleTxt
Compensation Based On Rltd Orgs$200,000CompensationBasedOnRltdOrgsAmt
Other Compensation Rltd Orgs$11,250OtherCompensationRltdOrgsAmt
Total Compensation Rltd Orgs$211,250TotalCompensationRltdOrgsAmt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (20 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
ALICARE
COMMON TRUSTEE/DIRECTORS$24,720,795FUND ADMINISTRATIONfalse
ALICARE MEDICAL MANAGEMENT
COMMON TRUSTEE/DIRECTORS$2,881,725THIRD PARTY ADMINISTRATORfalse
AMALGAMATED BANK OF NEW YORK
COMMON TRUSTEE/DIRECTORS$50,917CUSTODIAN INVESTMENT MANAGEMENTfalse
UNITE HERE HEALTH CENTER
COMMON TRUSTEE/DIRECTORS$3,269,360MEDICAL SERVICESfalse
AMALGAMATED LIFE INSURANCE COMPANY
COMMON TRUSTEE/DIRECTORS$3,573,133LIFE INSURANCE/DISABILITYfalse
ALICARE
COMMON TRUSTEE/DIRECTORS$3,571,599THIRD PARTY ADMINISTRATORfalse
CHICAGO AND MIDWEST REGIONAL JOINT BOARD
COMMON TRUSTEE/DIRECTORS$168,380REIMBURSEMENT FOR SERVICEfalse
MID-ATLANTIC REGIONAL JOINT BOARD
COMMON TRUSTEE/DIRECTORS$32,312REIMBURSEMENT FOR SERVICEfalse
NEW ENGLAND JOINT BOARD
COMMON TRUSTEE/DIRECTORS$57,394REIMBURSEMENT FOR SERVICEfalse
NEW YORK METROPOLITAN AREA JOINT BOARD
COMMON TRUSTEE/DIRECTORS$96,735REIMBURSEMENT FOR SERVICEfalse
NEW YORKNEW JERSEY REGIONAL JOINT BOARD
COMMON TRUSTEE/DIRECTORS$359,999REIMBURSEMENT FOR SERVICEfalse
PHILADELPHIA JOINT BOARD
COMMON TRUSTEE/DIRECTORS$11,272REIMBURSEMENT FOR SERVICEfalse
SIDNEY HILLMAN CENTER
COMMON TRUSTEE/DIRECTORS$359,136REIMBURSEMENT FOR SERVICEfalse
SOUTHERN REGIONAL JOINT BOARD
COMMON TRUSTEE/DIRECTORS$116,029REIMBURSEMENT FOR SERVICEfalse
SOUTHWEST REGIONAL JOINT BOARD
COMMON TRUSTEE/DIRECTORS$64,413REIMBURSEMENT FOR SERVICEfalse
WESTERN STATES REGIONAL JOINT BOARD
COMMON TRUSTEE/DIRECTORS$89,671REIMBURSEMENT FOR SERVICEfalse
WORKERS UNITED
COMMON TRUSTEE/DIRECTORS$62,845REIMBURSEMENT FOR SERVICEfalse
CONSOLIDATED RETIREMENT FUND
COMMON TRUSTEE/DIRECTORS$63,370REIMBURSEMENT FOR RETIREES OPTOUTfalse
NATIONAL RETIREMENT FUND
COMMON TRUSTEE/DIRECTORS$5,326,023REIMBURSEMENT FOR EXPENSECONTRIBUTION COLLECTEDfalse
PENNSYLVANIA JOINT BOARD
COMMON TRUSTEE/DIRECTORS$170,967REIMBURSEMENT FOR SERVICEfalse

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part V, Line 2aTHERE WERE 1,457 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 PAT CRONIN, DAVID ECKWALL, RICHARD ELLIS, 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.
Form 990, Part XI, Line 9FUNDS TRANSFERRED FROM TRI-STATE LAUNDRY AND DRY CLEANING INSURANCE FUND OF 306,755 AND FROM TEXTILE MAINTENANCE SERVICE INDUSTRIES SEVERANCE FUND OF 270,760.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (20 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndPublic Charity StatusPublicCharityStatusTxt
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)

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 (37 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
ALICARE INC
m$28,292,394CASH BASIS
AMALGAMATED LIFE INSURANCE COMPANY
m$3,573,133CASH BASIS
UNITE HERE HEALTH CENTER
m$3,269,360CASH BASIS
NEW YORK NEW JERSEY REGIONAL JOINT BOARD
p$359,999CASH BASIS
SIDNEY HILLMAN HEALTH CENTER
p$359,136CASH BASIS
NEW ENGLAND JOINT BOARD
p$57,394CASH BASIS
MID-ATLANTIC REGIONAL JOINT BOARD
p$32,312CASH BASIS
NEW YORK METROPOLITAN AREA JOINT BOARD
p$96,735CASH BASIS
CHICAGO AND MIDWEST REGIONAL JOINT BOARD
p$168,380CASH BASIS
PHILADELPHIA JOINT BOARD
p$11,272CASH BASIS
AMALGAMATED BANK OF NEW YORK
m$50,917CASH BASIS
SOUTHERN REGIONAL JOINT BOARD
p$116,029CASH BASIS
SOUTHWEST REGIONAL JOINT BOARD
p$64,413CASH BASIS
WESTERN STATES REGIONAL JOINT BOARD
p$89,671CASH BASIS
WORKERS UNITED
p$62,845CASH BASIS
NATIONAL RETIREMENT FUND
p$453,883CASH BASIS
NATIONAL RETIREMENT FUND
q$122,683CASH BASIS
NATIONAL RETIREMENT FUND
r$4,749,457CASH BASIS
CONSOLIDATED RETIREMENT FUND
q$63,370CASH BASIS
PENNSYLVANIA JOINT BOARD
p$170,967CASH BASIS
CHICAGO AND MIDWEST REGIONAL JOINT BOARD
s$41,739CASH BASIS
LAUNDRY DISTRIBUTION AND FOOD SERVICE JOINT BOARD
s$501,084CASH BASIS
LAUNDRY DRY CLEANING WORKERS & ALLIED INDUSTRIES HEALTH FUND
s$59,057CASH BASIS
MID-ATLANTIC REGIONAL JOINT BOARD
s$191,007CASH BASIS
NEW YORK METROPOLITAN AREA JOINT BOARD
s$177,669CASH BASIS
NEW YORK NEW JERSEY REGIONAL JOINT BOARD
s$508,639CASH BASIS
PENNSYLVANIA JOINT BOARD
s$251,954CASH BASIS
PHILADELPHIA JOINT BOARD
s$16,552CASH BASIS
ROCHESTER REGIONAL JOINT BOARD
s$5,024CASH BASIS
THE SIDNEY HILLAN FOUNDATION INC
s$30,568CASH BASIS
SIDNEY HILLMAN MEDICAL CENTER
s$843CASH BASIS
SOUTHERN REGIONAL JOINT BOARD
s$507,018CASH BASIS
SOUTHWEST REGIONAL JOINT BOARD
s$107,883CASH BASIS
WESTERN STATES REGIONAL JOINT BOARD
s$97,436CASH BASIS
WORKERS UNITED
s$251,030CASH BASIS
METROPOLITAN DISTRIBUTIONS AND TRUCKING
s$23,869CASH BASIS
NATIONAL RETIREMENT FUND
s$16,968CASH BASIS

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