AMALGAMATED NATIONAL HEALTH FUND: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization: AMALGAMATED NATIONAL HEALTH FUND (EIN 27-4411485)
Tax period: 2013-01-01 to 2013-12-31
Filed: 2014-11-13
IRS object ID: 201423179349303592
Schema version: 2013v3.1
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)
Return	2014-11-13T12:31:36-00:00	ReturnTs
Tax Period End	2013-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

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	ReturnTypeCd
Tax Period Begin	2013-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	274411485	EIN

Business Name BusinessName

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

Field	Value	IRS element (for citing)
Business Name Control	AMAL	BusinessNameControlTxt
Phone	9143675000	PhoneNum

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

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	NOEL BEASLEY	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Signature	2014-11-12	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	PAUL HAMMERSCHMIDT	PreparerPersonNm
Phone	2128858321	PhoneNum
Preparation	2014-11-13	PreparationDt

Field	Value	IRS element (for citing)
Tax	2013	TaxYr
Build TS	2015-11-30 17:44:51Z	BuildTS

Form 990 IRS990

Principal Ofcr Business Address PrincipalOfcrBusinessAddress

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

US Address USAddress

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	$218,960,774	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c	Yes (X)	Organization501cInd
Type Of Organization Trust	Yes (X)	TypeOfOrganizationTrustInd
Formation	1945	FormationYr
Legal Domicile State	NY	LegalDomicileStateCd
Activity Or Mission	HEALTH FUND PROVIDING HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.	ActivityOrMissionDesc
Voting Members Governing Body	18	VotingMembersGoverningBodyCnt
Voting Members Independent	13	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Volunteers	5	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
CY Contributions Grants	$0	CYContributionsGrantsAmt
PY Program Service Revenue	$167,016,880	PYProgramServiceRevenueAmt
CY Program Service Revenue	$167,549,745	CYProgramServiceRevenueAmt
PY Investment Income	$5,258,799	PYInvestmentIncomeAmt
CY Investment Income	$6,773,582	CYInvestmentIncomeAmt
PY Other Revenue	$301,642	PYOtherRevenueAmt
CY Other Revenue	$359,171	CYOtherRevenueAmt
PY Total Revenue	$172,577,321	PYTotalRevenueAmt
CY Total Revenue	$174,682,498	CYTotalRevenueAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$159,347,181	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$148,865,409	CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid	$0	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$29,942,000	PYOtherExpensesAmt
CY Other Expenses	$28,626,448	CYOtherExpensesAmt
PY Total Expenses	$189,289,181	PYTotalExpensesAmt
CY Total Expenses	$177,491,857	CYTotalExpensesAmt
PY Revenues Less Expenses	-$16,711,860	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$2,809,359	CYRevenuesLessExpensesAmt
Total Assets BOY	$123,014,474	TotalAssetsBOYAmt
Total Assets EOY	$122,787,647	TotalAssetsEOYAmt
Total Liabilities BOY	$38,416,982	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$37,286,324	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$84,597,492	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$85,501,323	NetAssetsOrFundBalancesEOYAmt
Mission	TO PROVIDE ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS WITH HEALTH WELFARE BENEFITS.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Desc	HEALTH AND WELFARE BENEFITS DISBURSED TO OR FOR MEMBERS AND THEIR DEPENDENTS.	Desc
Described In Section501c3	false	DescribedInSection501c3Ind
Schedule B Required	false	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Temp Or Permanent Endowments	false	TempOrPermanentEndowmentsInd
Report Land Building Equipment	false	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (true)	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (true)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	false	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	false	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	false	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	Yes (true)	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	Yes (true)	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	Yes (true)	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (true)	TransactionWithControlEntInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
Info In Schedule O Part V	Yes (X)	InfoInScheduleOPartVInd
IRP Document	1032	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	0	EmployeeCnt
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	18	GoverningBodyVotingMembersCnt
Independent Voting Member	13	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	false	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	false	CompensationProcessCEOInd
Compensation Process Other	false	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	VICTORIA SARTOR	PersonNm
Phone	9143675434	PhoneNum

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

Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
Noel Beasley
Trustee	001.00	001.00	Yes (X)	$0	$15,750	$0
Pat Cronin
Trustee	001.00	001.00	Yes (X)	$0	$0	$0
Lynne Fox
Trustee	001.00	001.00	Yes (X)	$0	$11,375	$0
Jean Hervey
Trustee	001.00	001.00	Yes (X)	$0	$3,500	$0
Julie Kelly
Trustee	001.00	001.00	Yes (X)	$0	$4,500	$0
David Melman
Trustee	001.00	001.00	Yes (X)	$0	$5,500	$0
Warren Pepicelli
Trustee	001.00	001.00	Yes (X)	$0	$6,750	$0
Harris Raynor
Trustee	001.00	001.00	Yes (X)	$0	$8,250	$0
Edgar Romney
Trustee	001.00	001.00	Yes (X)	$0	$12,625	$0
Richard Rumelt
Trustee	001.00	001.00	Yes (X)	$0	$6,750	$0
Christina Vazquez
Trustee	001.00	001.00	Yes (X)	$0	$7,375	$0
David Eckwall Appointed 71013
Trustee	001.00	001.00	Yes (X)	$0	$0	$0
Richard Ellis Appointed 111913
Trustee	001.00	001.00	Yes (X)	$0	$0	$0
John Fowler
Trustee	001.00	001.00	Yes (X)	$0	$14,125	$0
Desmond Massey
Trustee	001.00	001.00	Yes (X)	$0	$1,250	$0
Homi B Patel
Trustee	001.00	001.00	Yes (X)	$0	$10,500	$0
Anthony Sapienza Appointed 111913
Trustee	001.00	001.00	Yes (X)	$0	$0	$0
Steven E Thomas
Trustee	001.00	001.00	Yes (X)	$0	$9,375	$0
James Brubaker Resigned 22213
Trustee	001.00	001.00	Yes (X)	$0	$750	$0
Richard Gilbert Resigned 71013
Trustee	001.00	001.00	Yes (X)	$0	$500	$0
Peter Lindenmeyer Resigned 91813
Trustee	001.00	001.00	Yes (X)	$0	$0	$0

Field	Value	IRS element (for citing)
Tot Reportable Comp Rltd Org	$118,875	TotReportableCompRltdOrgAmt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	false	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1	CityContractorAddress/USAddress/City	StateContractorAddress/USAddress/State	ZIP CodeContractorAddress/USAddress/ZIPCode	ServicesServicesDesc	CompensationCompensationAmt
ALICARE
333 WESTCHESTER AVENUE	WHITE PLAINS	NY	10604	ADMINISTRATION	$28,245,913
UNITE HERE HEALTH CENTER
275 SEVENTH AVENUE	NEW YORK	NY	10001	CONTRACT ADMINISTRATOR	$3,608,218
ANTHEM BLUE CROSS BLUE SHIELD
4361 IRWIN SIMPSON ROAD	MASON	OH	45040	CLAIMS PROCESSING	$3,931,162
ALICARE MEDICAL MANAGEMENT INC
333 WESTCHESTER AVENUE	WHITE PLAINS	NY	10604	ADMINISTRATOR	$3,061,188
BLUE CROSS BLUE SHIELD OF MASSACHUS
PO BOX 4184	BOSTON	MA	022114184	CLAIMS PROCESSING	$2,039,564

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	13	CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt
Contributions-Employer	900099	$159,414,918
Contributions-Employee	900099	$8,134,827

Field	Value	IRS element (for citing)
Total Program Service Revenue	$167,549,745	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,389,181	TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$49,662,677	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$44,278,276	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$5,384,401	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$5,384,401	TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	Net Increase in Net Assets Held in National Retirement Fund	Desc
Total Revenue Column	$359,171	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$359,171	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$174,682,498	TotalRevenueColumnAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$148,865,409	TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$626,095	TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$76,156	TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

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

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$216,702	TotalAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$234,457	TotalAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$26,835	TotalAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$130,207	TotalAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$925,344	TotalAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$44,176	TotalAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$55,389	TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$17,390	TotalAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDesc	TotalTotalAmt
Fund Services	$26,067,108
Fudiciary Insurance	$125,645

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$80,944	TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$177,491,857	TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
EOY	$3,490	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$12,083,622	BOYAmt
EOY	$12,118,753	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$16,496,379	BOYAmt
EOY	$15,796,070	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$42,986,962	BOYAmt
EOY	$49,796,192	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$46,498,970	BOYAmt
EOY	$40,549,679	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$4,948,541	BOYAmt
EOY	$4,523,463	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$123,014,474	BOYAmt
EOY	$122,787,647	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$4,659,685	BOYAmt
EOY	$4,796,322	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$33,757,297	BOYAmt
EOY	$32,490,002	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$38,416,982	BOYAmt
EOY	$37,286,324	EOYAmt

Field	Value	IRS element (for citing)
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

Field	Value	IRS element (for citing)
BOY	$84,597,492	BOYAmt
EOY	$85,501,323	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$84,597,492	BOYAmt
EOY	$85,501,323	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$123,014,474	BOYAmt
EOY	$122,787,647	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$2,809,359	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$3,713,190	NetUnrlzdGainsLossesInvstAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Other Securities OtherSecuritiesGrp (3 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
Financial derivatives and other financial products
Closely-held equity interests
Hedge Funds of Funds	$40,549,679	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$40,549,679	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDesc	AmtAmt
Federal income taxes
Due to Related Parties	$27,539
Cash Overdraft	$577,891
Miscellaneous Liabilities	$188,576
Benefit Obligation to Participants	$31,692,257
Due To Broker	$3,739

Field	Value	IRS element (for citing)
Total Liability	$32,490,002	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$178,178,986	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$3,713,190	NetUnrealizedGainsInvstAmt
Revenue Not Reported	$3,713,190	RevenueNotReportedAmt
Revenue Subtotal	$174,465,796	RevenueSubtotalAmt
Investment Expenses Not Incld	$216,702	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$216,702	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$174,682,498	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$177,275,155	TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal	$177,275,155	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$216,702	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$216,702	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$177,491,857	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	X 2	FormAndLineReferenceDesc
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 2013 AND 2012, 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 31,2013, THE YEARS STILL SUBJECT TO EXAMINATION BY A TAXING AUTHORITY WERE 2010 AND 2012.	ExplanationTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (19 entries)

Relationship DescriptionRelationshipDescriptionTxt	TransactionTransactionAmt	TransactionTransactionDesc	Sharing Of RevenuesSharingOfRevenuesInd
ALICARE
COMMON TRUSTEE/DIRECTORS	$24,893,996	FUND ADMINISTRATION	false
ALICARE MEDICAL MANAGEMENT
COMMON TRUSTEE/DIRECTORS	$3,061,188	THIRD PARTY ADMINISTRATOR	false
AMALGAMATED BANK OF NEW YORK
COMMON TRUSTEE/DIRECTORS	$59,761	CUSTODIAN INVESTMENT MANAGEMENT	false
UNITE HERE HEALTH CENTER
COMMON TRUSTEE/DIRECTORS	$3,608,218	MEDICAL SERVICES	false
AMALGAMATED LIFE INSURANCE COMPANY
COMMON TRUSTEE/DIRECTORS	$3,581,090	LIFE INSURANCE/DISABILITY	false
ALICARE
COMMON TRUSTEE/DIRECTORS	$3,351,917	THIRD PARTY ADMINISTRATOR	false
CHICAGO AND MIDWEST REGIONAL JOINT BOARD
COMMON TRUSTEE/DIRECTORS	$150,463	REIMBURSEMENT FOR SERVICE	false
MID-ATLANTIC REGIONAL JOINT BOARD
COMMON TRUSTEE/DIRECTORS	$49,710	REIMBURSEMENT FOR SERVICE	false
NEW ENGLAND JOINT BOARD
COMMON TRUSTEE/DIRECTORS	$76,718	REIMBURSEMENT FOR SERVICE	false
NEW YORK METROPOLITAN AREA JOINT BOARD
COMMON TRUSTEE/DIRECTORS	$122,558	REIMBURSEMENT FOR SERVICE	false
NEW YORKNEW JERSEY REGIONAL JOINT BOARD
COMMON TRUSTEE/DIRECTORS	$448,322	REIMBURSEMENT FOR SERVICE	false
PHILADELPHIA JOINT BOARD
COMMON TRUSTEE/DIRECTORS	$14,196	REIMBURSEMENT FOR SERVICE	false
SIDNEY HILLMAN CENTER
COMMON TRUSTEE/DIRECTORS	$246,240	REIMBURSEMENT FOR SERVICE	false
SOUTHERN REGIONAL JOINT BOARD
COMMON TRUSTEE/DIRECTORS	$104,846	REIMBURSEMENT FOR SERVICE	false
SOUTHWEST REGIONAL JOINT BOARD
COMMON TRUSTEE/DIRECTORS	$77,186	REIMBURSEMENT FOR SERVICE	false
WESTERN STATES REGIONAL JOINT BOARD
COMMON TRUSTEE/DIRECTORS	$78,216	REIMBURSEMENT FOR SERVICE	false
WORKERS UNITED
COMMON TRUSTEE/DIRECTORS	$70,588	REIMBURSEMENT FOR SERVICE	false
CONSOLIDATED RETIREMENT FUND
COMMON TRUSTEE/DIRECTORS	$158,069	REIMBURSEMENT FOR RETIREES OPTOUT	false
NATIONAL RETIREMENT FUND
COMMON TRUSTEE/DIRECTORS	$6,351,284	REIMBURSEMENT FOR EXPENSECONTRIBUTION COLLECTED	false

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part V, Line 2a	THERE WERE 1,765 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 PAT CRONIN, DAVID ECKWALL, RICHARD ELLIS, ANTHONY SAPIENZA, 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.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (15 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1	Controlled OrganizationControlledOrganizationInd	Public Charity StatusPublicCharityStatusTxt
NATIONAL RETIREMENT FUND
333 WESTCHESTER AVENUE	WHITE PLAINS	NY	10604	136130178	PENSION FUND	NY	401 a	NA	Yes (true)
UNITE HERE
275 SEVENTH AVENUE	NEW YORK	NY	10001	133819434	LABOR ORGANIZATION	NY	501 c 5	NA	Yes (true)
UNITE HERE HEALTH CENTER
275 SEVENTH AVENUE	NEW YORK	NY	10001	135563408	MEDICAL SERVICE	NY	501 c 3	NA	Yes (true)	7
WORKERS UNITED
12 WEST 31ST STREET	NEW YORK	NY	10001	264459382	LABOR ORGANIZATION	NY	501 c 5	NA	Yes (true)
CHICAGO AND MIDWEST REGIONAL JOINT BOARD
333 S ASHLAND AVENUE	CHICAGO	IL	60607	362938055	LABOR ORGANIZATION	IL	501 c 5	NA	Yes (true)
MID-ATLANTIC REGIONAL JOINT BOARD
7-9 WEST MULBERRY STREET	BALTIMORE	MD	21201	521367543	LABOR ORGANIZATION	MD	501 c 5	NA	Yes (true)
NEW ENGLAND JOINT BOARD
33 HARRISON AVENUE 8TH FLOOR	BOSTON	MA	02111	043440556	LABOR ORGANIZATION	MA	501 c 5	NA	Yes (true)
NEW YORK METROPOLITAN AREA JOINT BOARD
275 SEVENTH AVENUE	NEW YORK	NY	10001	200354131	LABOR ORGANIZATION	NY	501 c 5	NA	Yes (true)
NEW YORK NEW JERSEY REGIONAL JOINT BOARD
18 WASHINGTON PLACE	NEWARK	NJ	07012	134908365	LABOR ORGANIZATION	NJ	501 c 5	NA	Yes (true)
PENNSYLVANIA JOINT BOARD
1017 HAMILTON STREET	ALLENTOWN	PA	18101	232929642	LABOR ORGANIZATION	PA	501 c 5	NA	Yes (true)
PHILADELPHIA JOINT BOARD
22 SOUTH 22ND STREET	PHILADELPHIA	PA	19103	230971735	LABOR ORGANIZATION	PA	501 c 5	NA	Yes (true)
SOUTHERN REGIONAL JOINT BOARD
4405 MALL BLVD SUITE 600	SCHAUMBURG	IL	60173	581086875	LABOR ORGANIZATION	IL	501 c 5	NA	Yes (true)
SOUTHWEST REGIONAL JOINT BOARD
2639 WALNUT HILL LANE SUITE 203	DALLAS	TX	75229	130822854	LABOR ORGANIZATION	TX	501 c 5	NA	Yes (true)
WESTERN STATE REGIONAL JOINT BOARD
920 SO ALVARADO STREET	LOS ANGELOS	CA	90006	950488945	LABOR ORGANIZATION	CA	501 c 5	NA	Yes (true)
CONSOLIDATED RETIREMENT FUND
333 WESTCHESTER AVENUE	WHITE PLAINS	NY	10604	133177000	PENSION FUND	NY	401 a	NA	Yes (true)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1	Entity TypeEntityTypeTxt	Controlled OrganizationControlledOrganizationInd
AMALGAMATED BANK OF NEW YORK
275 SEVENTH AVENUE	NEW YORK	NY	10001	134920330	CUSTODIAN INVESTMENT	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 Annts Rnts Rylts	false	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	false	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	false	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	false	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	false	DivRelatedOrganizationInd
Asset Sale To Other Org	false	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	false	AssetPurchaseFromOtherOrgInd
Asset Exchange	false	AssetExchangeInd
Rental Of Facilities To Oth Org	false	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	false	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	false	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (true)	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	false	SharingOfFacilitiesInd
Paid Employees Sharing	false	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (true)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (true)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	false	TransferToOtherOrgInd
Transfer From Other Org	false	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (19 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
ALICARE INC
m	$28,245,913	CASH BASIS
AMALGAMATED LIFE INSURANCE COMPANY
m	$3,581,090	CASH BASIS
UNITE HERE HEALTH CENTER
m	$3,608,218	CASH BASIS
NEW YORK NEW JERSEY REGIONAL JOINT BOARD
p	$448,322	CASH BASIS
SIDNEY HILLMAN HEALTH CENTER
p	$246,240	CASH BASIS
NEW ENGLAND JOINT BOARD
p	$76,718	CASH BASIS
MID-ATLANTIC REGIONAL JOINT BOARD
p	$49,710	CASH BASIS
NEW YORK METROPOLITAN AREA JOINT BOARD
p	$122,558	CASH BASIS
CHICAGO AND MIDWEST REGIONAL JOINT BOARD
p	$150,463	CASH BASIS
PHILADELPHIA JOINT BOARD
p	$14,196	CASH BASIS
AMALGAMATED BANK OF NEW YORK
m	$59,761	CASH BASIS
SOUTHERN REGIONAL JOINT BOARD
p	$104,846	CASH BASIS
SOUTHWEST REGIONAL JOINT BOARD
p	$77,186	CASH BASIS
WESTERN STATES REGIONAL JOINT BOARD
p	$78,216	CASH BASIS
WORKERS UNITED
p	$70,588	CASH BASIS
NATIONAL RETIREMENT FUND
p	$633,071	CASH BASIS
NATIONAL RETIREMENT FUND
q	$145,020	CASH BASIS
NATIONAL RETIREMENT FUND
r	$5,573,192	CASH BASIS
CONSOLIDATED RETIREMENT FUND
q	$158,069	CASH BASIS