2014-01-14T11:29:20-00:00 2012-12-31 BDO USA LLP 100 PARK AVENUE NEW YORK NY 10017 990 2012-01-01 274411485 Amalgamated National Health Fund AMAL 9143675000 333 Westchester Avenue White Plains NY 10604 NOEL BEASLEY 2013-11-13 true PAUL HAMMERSCHMIDT 2128858321 2013-11-13 2012 2016-02-25 16:41:14Z NOEL BEASLEY 333 SOUTH ASHLAND AVENUE SUITE 205 CHICAGO IL 606072773 235909378 false X X 1945 NY HEALTH FUND PROVIDING HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 18 14 0 18 0 0 164588772 167016880 4420554 5258799 -42262 301642 168967064 172577321 0 164381114 159347181 0 0 0 30653748 29942000 195034862 189289181 -26067798 -16711860 139234479 123014474 42608987 38416982 96625492 84597492 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 true false false true true true false false false false false false false false false false false false false false false false true true true false false false false false true true true false true X 1110 0 true 0 false false false false false false X 18 14 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 Noel Beasley 001.00 001.00 X 0 12000 0 Pat Cronin 001.00 001.00 X 0 0 0 Lynne Fox 001.00 001.00 X 0 9375 0 Jean Hervey 001.00 001.00 X 0 3000 0 Julie Kelly 001.00 001.00 X 0 3000 0 David Melman 001.00 001.00 X 0 3000 0 Warren Pepicelli 001.00 001.00 X 0 3000 0 Harris Raynor 001.00 001.00 X 0 6000 0 Edgar Romney 001.00 001.00 X 0 13125 0 Richard Rumelt 001.00 001.00 X 0 6000 0 Christina Vazquez 001.00 001.00 X 0 5625 0 James Brubaker Resigned effecitve 2 001.00 001.00 X 0 7875 0 John Fowler 001.00 001.00 X 0 13500 0 Richard Gilbert Resigned effective 001.00 001.00 X 0 4625 0 Peter Lindenmeyer 001.00 001.00 X 0 0 0 Desmond Massey 001.00 001.00 X 0 2625 0 Homi B Patel 001.00 001.00 X 0 10500 0 Steven E Thomas 001.00 001.00 X 0 7500 0 110750 false false false 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 17 Contributions-Employer 900099 160328433 Contributions-Employee 900099 6688447 167016880 1487936 67102920 63332057 3770863 3770863 Net Increase in Net Assets Held in National Retirement Fund 301642 301642 172577321 0 0 0 159347181 0 0 0 0 0 0 0 651735 76950 0 223551 278812 8300 168257 699782 0 50140 46504 0 16173 0 0 0 0 Fund Services 27519443 Fudiciary Insurance 127663 74690 189289181 19837 6343123 12083622 16637390 16496379 57064084 42986962 54366461 46498970 4803584 4948541 139234479 123014474 7072584 4659685 35536403 33757297 42608987 38416982 X 96625492 84597492 96625492 84597492 139234479 123014474 X -16711860 4027599 656261 X false true X true false false Financial derivatives and other financial products Closely-held equity interests Hedge Funds of Funds 46498970 F 46498970 Federal income taxes Due to Related Parties 297248 Cash Overdraft 878685 Miscellaneous Liabilities 151822 Benefit Obligation to Participants 32429542 33757297 X 176381369 4027599 4027599 172353770 223551 223551 172577321 189065630 189065630 223551 223551 189289181 X 2 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. 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 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. 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 7 NA false 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 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 false false false false false false false false false false false false true false false true true true true 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