AMALGAMATED NATIONAL HEALTH FUND: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: AMALGAMATED NATIONAL HEALTH FUND (EIN 27-4411485)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2014-01-14
IRS object ID: 201410149349300961
Schema version: 2012v2.2
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
Form 990
Schedule D
Schedule L
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2014-01-14T11:29:20-00:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BDO USA LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	100 PARK AVENUE	AddressLine1
City	NEW YORK	City
State	NY	State
ZIP Code	10017	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2012-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	274411485	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	Amalgamated National Health Fund	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	AMAL	NameControl
Phone	9143675000	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	333 Westchester Avenue	AddressLine1
City	White Plains	City
State	NY	State
ZIP Code	10604	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	NOEL BEASLEY	Name
Title	TRUSTEE	Title
Date Signed	2013-11-13	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	PAUL HAMMERSCHMIDT	Name
Phone	2128858321	Phone
Date Prepared	2013-11-13	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-02-25 16:41:14Z	BuildTS

Form 990 IRS990

Name Of Principal Officer Business NameOfPrincipalOfficerBusiness

Field	Value	IRS element (for citing)
Business Name Line1	NOEL BEASLEY	BusinessNameLine1

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	333 SOUTH ASHLAND AVENUE SUITE 205	AddressLine1
City	CHICAGO	City
State	IL	State
ZIP Code	606072773	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	235909378	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c	X	Organization501c
Type Of Organization Trust	X	TypeOfOrganizationTrust
Year Formation	1945	YearFormation
State Legal Domicile	NY	StateLegalDomicile
Activity Or Mission Description	HEALTH FUND PROVIDING HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	18	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	14	NbrIndependentVotingMembers
Total Nbr Employees	0	TotalNbrEmployees
Total Nbr Volunteers	18	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Current Year	0	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	164588772	ProgramServiceRevenuePriorYear
Program Service Revenue CY	167016880	ProgramServiceRevenueCY
Investment Income Prior Year	4420554	InvestmentIncomePriorYear
Investment Income Current Year	5258799	InvestmentIncomeCurrentYear
Other Revenue Prior Year	-42262	OtherRevenuePriorYear
Other Revenue Current Year	301642	OtherRevenueCurrentYear
Total Revenue Prior Year	168967064	TotalRevenuePriorYear
Total Revenue Current Year	172577321	TotalRevenueCurrentYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	164381114	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	159347181	BenefitsPaidToMembersCY
Salaries Etc Current Year	0	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	0	TotalFundrsngExpCurrentYear
Other Expense Prior Year	30653748	OtherExpensePriorYear
Other Expenses Current Year	29942000	OtherExpensesCurrentYear
Total Expenses Prior Year	195034862	TotalExpensesPriorYear
Total Expenses Current Year	189289181	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	-26067798	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	-16711860	RevenuesLessExpensesCY
Total Assets BOY	139234479	TotalAssetsBOY
Total Assets EOY	123014474	TotalAssetsEOY
Total Liabilities BOY	42608987	TotalLiabilitiesBOY
Total Liabilities EOY	38416982	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	96625492	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	84597492	NetAssetsOrFundBalancesEOY
Mission Description	TO PROVIDE ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS WITH HEALTH WELFARE BENEFITS.	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Description	HEALTH AND WELFARE BENEFITS DISBURSED TO OR FOR MEMBERS AND THEIR DEPENDENTS.	Description
Described In501 C3	false	DescribedIn501C3
Schedule B Required	false	ScheduleBRequired
Political Activities	false	PoliticalActivities
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	false	TermOrPermanentEndowments
Report Land Bldg Equip	false	ReportLandBldgEquip
Report Invest Oth Securities	true	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	false	ReportOtherAssets
Report Other Liabilities	true	ReportOtherLiabilities
Report Fin48 Footnote	true	ReportFin48Footnote
Independent Audit Financial Stmt	true	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	false	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	false	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	false	GrantsToOrganizations
Grants To Individuals	false	GrantsToIndividuals
Schedule J Required	false	ScheduleJRequired
Tax Exempt Bonds	false	TaxExemptBonds
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	true	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	true	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	true	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	false	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	true	RelatedEntity
Related Org Controlled Entity	true	RelatedOrgControlledEntity
Transaction Related Entity	true	TransactionRelatedEntity
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Info In Schedule O Part V	X	InfoInScheduleOPartV
Number Forms Transmitted With1096	1110	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	0	NumberOfEmployees
Unrelated Business Income	false	UnrelatedBusinessIncome
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	18	NbrVotingGoverningBodyMembers
Number Independent Voting Members	14	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	false	ElectionOfBoardMembers
Decisions Subject To Approval	false	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	false	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	true	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	true	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	true	RegularMonitoringEnforcement
Whistleblower Policy	true	WhistleblowerPolicy
Document Retention Policy	true	DocumentRetentionPolicy
Compensation Process CEO	false	CompensationProcessCEO
Compensation Process Other	false	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	VICTORIA SARTOR	NamePerson
Telephone Number	9143675434	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	333 WESTCHESTER AVENUE	AddressLine1
City	WHITE PLAINS	City
State	NY	State
ZIP Code	10604	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (18 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Average Hours Per Week RelatedAverageHoursPerWeekRelated	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation
Noel Beasley
Trustee	001.00	001.00	X	0	12000	0
Pat Cronin
Trustee	001.00	001.00	X	0	0	0
Lynne Fox
Trustee	001.00	001.00	X	0	9375	0
Jean Hervey
Trustee	001.00	001.00	X	0	3000	0
Julie Kelly
Trustee	001.00	001.00	X	0	3000	0
David Melman
Trustee	001.00	001.00	X	0	3000	0
Warren Pepicelli
Trustee	001.00	001.00	X	0	3000	0
Harris Raynor
Trustee	001.00	001.00	X	0	6000	0
Edgar Romney
Trustee	001.00	001.00	X	0	13125	0
Richard Rumelt
Trustee	001.00	001.00	X	0	6000	0
Christina Vazquez
Trustee	001.00	001.00	X	0	5625	0
James Brubaker Resigned effecitve 2
Trustee	001.00	001.00	X	0	7875	0
John Fowler
Trustee	001.00	001.00	X	0	13500	0
Richard Gilbert Resigned effective
Trustee	001.00	001.00	X	0	4625	0
Peter Lindenmeyer
Trustee	001.00	001.00	X	0	0	0
Desmond Massey
Trustee	001.00	001.00	X	0	2625	0
Homi B Patel
Trustee	001.00	001.00	X	0	10500	0
Steven E Thomas
Trustee	001.00	001.00	X	0	7500	0

Field	Value	IRS element (for citing)
Total Reportable Comp Frm Rltd Orgs	110750	TotalReportableCompFrmRltdOrgs
Formers Listed	false	FormersListed
Total Comp GT150 K	false	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1	CityAddressOfContractor/AddressUS/City	StateAddressOfContractor/AddressUS/State	ZIP CodeAddressOfContractor/AddressUS/ZIPCode	Description Of ServicesDescriptionOfServices	CompensationCompensation
ALICARE
333 WESTCHESTER AVENUE	WHITE PLAINS	NY	10604	ADMINISTRATION	30969094
UNITE HERE HEALTH CENTER
275 SEVENTH AVENUE	NEW YORK	NY	10001	CONTRACT ADMINISTRATOR	4346424
ANTHEM BLUE CROSS BLUE SHIELD
4361 IRWIN SIMPSON ROAD	MASON	OH	45040	CLAIMS PROCESSING	4312930
ALICARE MEDICAL MANAGEMENT INC
333 WESTCHESTER AVENUE	WHITE PLAINS	NY	10604	ADMINISTRATOR	2868763
BLUE CROSS BLUE SHIELD OF MASSACHUS
PO BOX 4184	BOSTON	MA	022114184	CLAIMS PROCESSING	2075828

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	17	NumberOfContractorsGT100K

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn
Contributions-Employer	900099	160328433
Contributions-Employee	900099	6688447

Field	Value	IRS element (for citing)
Total Program Service Revenue	167016880	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	1487936	TotalRevenueColumn

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	67102920	Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	63332057	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	3770863	Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	3770863	TotalRevenueColumn

Other Revenue Misc OtherRevenueMisc

Field	Value	IRS element (for citing)
Description	Net Increase in Net Assets Held in National Retirement Fund	Description
Total Revenue Column	301642	TotalRevenueColumn

Field	Value	IRS element (for citing)
Total Other Revenue	301642	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	172577321	TotalRevenueColumn

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	0	Total

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	0	Total

Foreign Grants ForeignGrants

Field	Value	IRS element (for citing)
Total	0	Total

Benefits To Members BenefitsToMembers

Field	Value	IRS element (for citing)
Total	159347181	Total

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	0	Total

Comp Disqual Persons CompDisqualPersons

Field	Value	IRS element (for citing)
Total	0	Total

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	0	Total

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	0	Total

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	0	Total

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Management FeesForServicesManagement

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	651735	Total

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	76950	Total

Fees For Services Lobbying FeesForServicesLobbying

Field	Value	IRS element (for citing)
Total	0	Total

Field	Value	IRS element (for citing)
Fees For Services Prof Fundraising		FeesForServicesProfFundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	223551	Total

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	278812	Total

Advertising Advertising

Field	Value	IRS element (for citing)
Total	8300	Total

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	168257	Total

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	699782	Total

Royalties Royalties

Field	Value	IRS element (for citing)
Total	0	Total

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	50140	Total

Travel Travel

Field	Value	IRS element (for citing)
Total	46504	Total

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

Field	Value	IRS element (for citing)
Total	0	Total

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	16173	Total

Interest Interest

Field	Value	IRS element (for citing)
Total	0	Total

Payments To Affiliates PaymentsToAffiliates

Field	Value	IRS element (for citing)
Total	0	Total

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	0	Total

Insurance Insurance

Field	Value	IRS element (for citing)
Total	0	Total

Other Expenses OtherExpenses (2 entries)

DescriptionDescription	TotalTotal
Fund Services	27519443
Fudiciary Insurance	127663

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	74690	Total

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	189289181	Total

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	19837	BOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	6343123	BOY
EOY	12083622	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	16637390	BOY
EOY	16496379	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	57064084	BOY
EOY	42986962	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	54366461	BOY
EOY	46498970	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	4803584	BOY
EOY	4948541	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	139234479	BOY
EOY	123014474	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	7072584	BOY
EOY	4659685	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	35536403	BOY
EOY	33757297	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	42608987	BOY
EOY	38416982	EOY

Field	Value	IRS element (for citing)
Do Not Follow SFAS117	X	DoNotFollowSFAS117

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

Field	Value	IRS element (for citing)
BOY	96625492	BOY
EOY	84597492	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	96625492	BOY
EOY	84597492	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	139234479	BOY
EOY	123014474	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	-16711860	ReconcilationRevenueExpenses
Reconciliation Unrealized Invest	4027599	ReconciliationUnrealizedInvest
Reconcilation Other Changes	656261	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	true	FSAudited

FS Audited Basis FSAuditedBasis

Field	Value	IRS element (for citing)
Financial Statement Separate	X	FinancialStatementSeparate

Field	Value	IRS element (for citing)
Audit Committee	true	AuditCommittee
Federal Grant Audit Required	false	FederalGrantAuditRequired

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Included On FS	false	IncludedOnFS

Other Securities OtherSecurities (3 entries)

DescriptionDescription	Book ValueBookValue	Method Of ValuationMethodOfValuation
Financial derivatives and other financial products
Closely-held equity interests
Hedge Funds of Funds	46498970	F

Field	Value	IRS element (for citing)
Total Of Book Value Securities	46498970	TotalOfBookValueSecurities

Other Liabilities OtherLiabilities (5 entries)

DescriptionDescription	AmountAmount
Federal income taxes
Due to Related Parties	$297,248
Cash Overdraft	$878,685
Miscellaneous Liabilities	$151,822
Benefit Obligation to Participants	$32,429,542

Field	Value	IRS element (for citing)
Total Of Amounts	33757297	TotalOfAmounts
Footnote In Part XIII	X	FootnoteInPartXIII
Tot Revenue Etc Audited Fincl Stmt	176381369	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	4027599	NetUnrealizedGainsInvestments
Revenue Not Rptd F990	4027599	RevenueNotRptdF990
Revenue Subtotal	172353770	RevenueSubtotal
Investment Expenses Not Included	223551	InvestmentExpensesNotIncluded
Revenue Not Rptd On Fin Stmt	223551	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	172577321	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	189065630	TotExpensesEtcAuditedFinclStmt
Expenses Subtotal	189065630	ExpensesSubtotal
Investment Expenses Not Included2	223551	InvestmentExpensesNotIncluded2
Expenses Not Rptd On Fin Stmt	223551	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	189289181	TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII

Field	Value	IRS element (for citing)
Identifier	X	Identifier
Return Reference	2	ReturnReference
Explanation	UNDER 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 2012 AND 2011, 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 31,2012, THE YEARS STILL SUBJECT TO EXAMINATION BY A TAXING AUTHORITY WERE 2008 AND 2010.	Explanation

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV (19 entries)

RelationshipRelationship	Amount Of TransactionAmountOfTransaction	Description Of TransactionDescriptionOfTransaction	Sharing Of RevenuesSharingOfRevenues
ALICARE
COMMON TRUSTEE/DIRECTORS	26783087	FUND ADMINISTRATION	false
ALICARE MEDICAL MANAGEMENT
COMMON TRUSTEE/DIRECTORS	2868763	THIRD PARTY ADMINISTRATOR	false
AMALGAMATED BANK OF NEW YORK
COMMON TRUSTEE/DIRECTORS	108612	CUSTODIAN INVESTMENT MANAGEMENT	false
UNITE HERE HEALTH CENTER
COMMON TRUSTEE/DIRECTORS	4346424	MEDICAL SERVICES	false
AMALGAMATED LIFE INSURANCE COMPANY
COMMON TRUSTEE/DIRECTORS	4818291	LIFE INSURANCE/DISABILITY	false
ALICARE
COMMON TRUSTEE/DIRECTORS	4186007	THIRD PARTY ADMINISTRATOR	false
CHICAGO AND MIDWEST REGIONAL JOINT BOARD
COMMON TRUSTEE/DIRECTORS	150200	REIMBURSEMENT FOR SERVICE	false
MID-ATLANTIC REGIONAL JOINT BOARD
COMMON TRUSTEE/DIRECTORS	163214	REIMBURSEMENT FOR SERVICE	false
NEW ENGLAND JOINT BOARD
COMMON TRUSTEE/DIRECTORS	107350	REIMBURSEMENT FOR SERVICE	false
NEW YORK METROPOLITAN AREA JOINT BOARD
COMMON TRUSTEE/DIRECTORS	90857	REIMBURSEMENT FOR SERVICE	false
NEW YORKNEW JERSEY REGIONAL JOINT BOARD
COMMON TRUSTEE/DIRECTORS	191501	REIMBURSEMENT FOR SERVICE	false
SIDNEY HILLMAN CENTER
COMMON TRUSTEE/DIRECTORS	416678	REIMBURSEMENT FOR SERVICE	false
SOUTHERN REGIONAL JOINT BOARD
COMMON TRUSTEE/DIRECTORS	156076	REIMBURSEMENT FOR SERVICE	false
WESTERN STATES REGIONAL JOINT BOARD
COMMON TRUSTEE/DIRECTORS	65999	REIMBURSEMENT FOR SERVICE	false
WORKERS UNITED
COMMON TRUSTEE/DIRECTORS	66533	REIMBURSEMENT FOR SERVICE	false
SOUTHWEST REGIONAL JOINT BOARD
COMMON TRUSTEE/DIRECTORS	71819	REIMBURSEMENT FOR SERVICE	false
PENNSYLVANIA JOINT BOARD
COMMON TRUSTEE/DIRECTORS	49002	REIMBURSEMENT FOR SERVICE	false
CONSOLIDATED RETIREMENT FUND
COMMON TRUSTEE/DIRECTORS	144445	REIMBURSEMENT FOR RETIREES OPTOUT	false
NATIONAL RETIREMENT FUND
COMMON TRUSTEE/DIRECTORS	8671191	REIMBURSEMENT FOR EXPENSECONTRIBUTION COLLECTED	false

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (8 entries)

ExplanationExplanation
Form 990 Part V Line 2a THERE WERE 1,758 W-2 FORMS ISSUED TO PARTICIPANTS FOR THEIR TAXABLE BENEFITS. AMALGAMATED NATIONAL HEALTH FUND DOES NOT HAVE ANY EMPLOYERS
Form 990 Part VI Section A Line 2 WITH THE EXCEPTION OF PAT CRONIN, JAMES BRUBAKER, RICHARD GILBERT, PETER LINDENMEYER WHO RESIGNED FROM ASC BOARD EFFECTIVE 9/18/13. 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.
Form 990 Part XI Line 9 FUNDS TRANSFERRED FROM BARNEYS/RETAIL EMPLOYEES UNION HEALTH FUND 656,261.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (15 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivitiesPrimaryActivities	Legal Domicile StateLegalDomicileState	Exempt Code SectionExemptCodeSection	Business Name Line1DirectControllingEntityName/BusinessNameLine1	Controlled OrgControlledOrg	Public Charity StatusPublicCharityStatus
NATIONAL RETIREMENT FUND
333 WESTCHESTER AVENUE	WHITE PLAINS	NY	10604	136130178	PENSION FUND	NY	401 a	NA	false
UNITE HERE
275 SEVENTH AVENUE	NEW YORK	NY	10001	133819434	LABOR ORGANIZATION	NY	501 c 5	NA	false
UNITE HEALTH CENTER
275 SEVENTH AVENUE	NEW YORK	NY	10001	135563408	MEDICAL SERVICE	NY	501 c 3	NA	false	7
WORKERS UNITED
12 WEST 31ST STREET 12TH FLOOR	NEW YORK	NY	10001	264459382	LABOR ORGANIZATION	NY	501 c 5	NA	false
CHICAGO AND MIDWEST REGIONAL JOINT BOARD
333 S ASHLAND AVENUE	CHICAGO	IL	60607	362938055	LABOR ORGANIZATION	IL	501 c 5	NA	false
MID-ATLANTIC REGIONAL JOIINT BOARD
7-9 WEST MULBERRY STREET	BALTIMORE	MD	21201	521367543	LABOR ORGANIZATION	MD	501 c 5	NA	false
NEW ENGLAND JOINT BOARD
33 HARRISON AVENUE 8TH FLOOR	BOSTON	MA	02111	043440556	LABOR ORGANIZATION	MA	501 c 5	NA	false
NEW YORK METROPOLITAN AREA JOINT BOARD
275 SEVENTH AVENUE	NEW YORK	NY	10001	200354131	LABOR ORGANIZATION	NY	501 c 5	NA	false
NEW YORK NEW JERSEY REGIONAL JOINT BOARD
18 WASHINGTON PLACE	NEWARK	NJ	07012	134908365	LABOR ORGANIZATION	NJ	501 c 5	NA	false
PENNSYLVANIA JOINT BOARD
1017 HAMILTON STREET	ALLENTOWN	PA	18101	232929642	LABOR ORGANIZATION	PA	501 c 5	NA	false
PHILADELPHIA JOINT BOARD
22 SOUTH 22ND STREET	PHILADELPHIA	PA	19103	230971735	LABOR ORGANIZATION	PA	501 c 5	NA	false
SOUTHERN REGIONAL JOINT BOARD
4405 MALL BLVD SUITE 600	SCHAUMBURG	IL	60173	581086875	LABOR ORGANIZATION	IL	501 c 5	NA	false
SOUTHWEST REGIONAL JOINT BOARD
2639 WALNUT HILL LANE SUITE 203	DALLAS	TX	75229	130822854	LABOR ORGANIZATION	TX	501 c 5	NA	false
WESTERN STATES REGIONAL JOINT BOARD
920 SO ALVARADO STREET	LOS ANGELOS	CA	90006	950488945	LABOR ORGANIZATION	CA	501 c 5	NA	false
CONSOLIDATED RETIREMENT FUND
333 WESTCHESTER AVENUE	WHITE PLAINS	NY	10604	133177000	PENSION FUND	NY	401 a	NA	false

Form990 Schedule R Part IV Form990ScheduleRPartIV (5 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivityPrimaryActivity	Legal Domicile StateLegalDomicileState	Business Name Line1DirectControllingEntityName/BusinessNameLine1	Type Of EntityTypeOfEntity	Controlled OrgControlledOrg
AMALGAMATED BANK OF NEW YORK
275 SEVENTH AVENUE	NEW YORK	NY	10001	134920330	CUSTODIAN INVE	NY	NA	C Corp	false
ALICARE INC
333 WESTCHESTER AVENUE	WHITE PLAINS	NY	10604	133432221	THIRD PARTY ADMINISTRATOR	NY	NA	C Corp	false
ALICARE MEDICAL MANAGEMENT INC
333 WESTCHESTER AVENUE	WHITE PLAINS	NY	10604	133860528	CASE MANAGEMENT	NY	NA	C Corp	false
AMALGAMATED LIFE INSURANCE COMPANY
333 WESTCHESTER AVENUE	WHITE PLAINS	NY	10604	135501223	LIFE INS/DISABILITY	NY	NA	C Corp	false
ALICO SERVICES CORPORATION
333 WESTCHESTER AVENUE	WHITE PLAINS	NY	10604	133639595	HOLDING COMPANY	NY	NA	C Corp	false

Field	Value	IRS element (for citing)
Receipt Of Int Ann Rents Royalties	false	ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org	false	GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org	false	GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org	false	LoansOrGuaranteesFromOtherOrg
Dividends Related Organization	false	DividendsRelatedOrganization
Sale Of Assets To Other Org	false	SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org	false	PurchaseOfAssetsFromOtherOrg
Exchange Of Assets	false	ExchangeOfAssets
Rental Of Facilities To Other Orgs	false	RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs	false	RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs	false	PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs	true	PerformOfServicesByOtherOrgs
Sharing Of Facilities	false	SharingOfFacilities
Sharing Of Paid Employees	false	SharingOfPaidEmployees
Reimbursement Paid To Other Org	true	ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org	true	ReimbursementPaidByOtherOrg
Other Transfer To Other Org	true	OtherTransferToOtherOrg
Other Transfer From Other Org	true	OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (19 entries)

Transaction TypeTransactionType	Amount InvolvedAmountInvolved	Method Of Amt DeterminationMethodOfAmtDetermination
ALICARE INC
m	30969094	CASH BASIS
AMALGAMATED LIFE INSURANCE COMPANY
m	4818291	CASH BASIS
UNITE HERE HEALTH CENTER
m	4346424	CASH BASIS
NEW YORK NEW JERSEY REGIONAL JOINT BOARD
p	191501	CASH BASIS
SIDNEY HEALTH CENTER
p	416678	CASH BASIS
NEW ENGLAND JOINT BOARD
p	107350	CASH BASIS
MID-ATLANTIC REGIONAL JOINT BOARD BOARD
p	163214	CASH BASIS
NEW YORK METROPOLITAN AREA JOINT BOARD
p	90857	CASH BASIS
CHICAGO AND MIDWEST REGIONAL JOINT BOARD
p	150200	CASH BASIS
PENNSYLVANIA JOINT BOARD
p	49002	CASH BASIS
AMALGAMATED BANK OF NEW YORK
m	108612	CASH BASIS
SOUTHERN REGIONAL JOINT BOARD
p	156076	CASH BASIS
SOUTHWEST REGIONAL JOINT BOARD
p	71819	CASH BASIS
WESTERN STATES REGIONAL JOINT BOARD
p	65999	CASH BASIS
WORKERS UNITED
p	66533	CASH BASIS
NATIONAL RETIREMENT FUND
p	1597008	CASH BASIS
NATIONAL RETIREMENT FUND
q	177701	CASH BASIS
NATIONAL RETIREMENT FUND
r	6896482	CASH BASIS
CONSOLIDATED RETIREMENT FUND
p	144445	CASH BASIS