2014-11-13T12:31:36-00:00 2013-12-31 BDO USA LLP 100 PARK AVENUE NEW YORK NY 10017 990 2013-01-01 274411485 Amalgamated National Health Fund AMAL 9143675000 333 Westchester Avenue White Plains NY 10604 NOEL BEASLEY TRUSTEE 2014-11-12 true PAUL HAMMERSCHMIDT 2128858321 2014-11-13 2013 2015-11-30 17:44:51Z NOEL BEASLEY 333 SOUTH ASHLAND AVENUE SUITE 205 CHICAGO IL 606072773 218960774 false X X 1945 NY HEALTH FUND PROVIDING HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 18 13 0 5 0 0 167016880 167549745 5258799 6773582 301642 359171 172577321 174682498 0 159347181 148865409 0 0 0 29942000 28626448 189289181 177491857 -16711860 -2809359 123014474 122787647 38416982 37286324 84597492 85501323 TO PROVIDE ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS WITH HEALTH WELFARE BENEFITS. false false HEALTH AND WELFARE BENEFITS DISBURSED TO OR FOR MEMBERS AND THEIR DEPENDENTS. false false false false false false false false false false true false false true true true false false false false false false false false false false false false false false false false true true true false false false false false true true true false true X 1032 0 true 0 false false false false false false X 18 13 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 Trustee 001.00 001.00 X 0 15750 0 Pat Cronin Trustee 001.00 001.00 X 0 0 0 Lynne Fox Trustee 001.00 001.00 X 0 11375 0 Jean Hervey Trustee 001.00 001.00 X 0 3500 0 Julie Kelly Trustee 001.00 001.00 X 0 4500 0 David Melman Trustee 001.00 001.00 X 0 5500 0 Warren Pepicelli Trustee 001.00 001.00 X 0 6750 0 Harris Raynor Trustee 001.00 001.00 X 0 8250 0 Edgar Romney Trustee 001.00 001.00 X 0 12625 0 Richard Rumelt Trustee 001.00 001.00 X 0 6750 0 Christina Vazquez Trustee 001.00 001.00 X 0 7375 0 David Eckwall Appointed 71013 Trustee 001.00 001.00 X 0 0 0 Richard Ellis Appointed 111913 Trustee 001.00 001.00 X 0 0 0 John Fowler Trustee 001.00 001.00 X 0 14125 0 Desmond Massey Trustee 001.00 001.00 X 0 1250 0 Homi B Patel Trustee 001.00 001.00 X 0 10500 0 Anthony Sapienza Appointed 111913 Trustee 001.00 001.00 X 0 0 0 Steven E Thomas Trustee 001.00 001.00 X 0 9375 0 James Brubaker Resigned 22213 Trustee 001.00 001.00 X 0 750 0 Richard Gilbert Resigned 71013 Trustee 001.00 001.00 X 0 500 0 Peter Lindenmeyer Resigned 91813 Trustee 001.00 001.00 X 0 0 0 118875 false false false ALICARE 333 WESTCHESTER AVENUE WHITE PLAINS NY 10604 ADMINISTRATION 28245913 UNITE HERE HEALTH CENTER 275 SEVENTH AVENUE NEW YORK NY 10001 CONTRACT ADMINISTRATOR 3608218 ANTHEM BLUE CROSS BLUE SHIELD 4361 IRWIN SIMPSON ROAD MASON OH 45040 CLAIMS PROCESSING 3931162 ALICARE MEDICAL MANAGEMENT INC 333 WESTCHESTER AVENUE WHITE PLAINS NY 10604 ADMINISTRATOR 3061188 BLUE CROSS BLUE SHIELD OF MASSACHUS PO BOX 4184 BOSTON MA 022114184 CLAIMS PROCESSING 2039564 13 Contributions-Employer 900099 159414918 Contributions-Employee 900099 8134827 167549745 1389181 49662677 44278276 5384401 5384401 Net Increase in Net Assets Held in National Retirement Fund 359171 359171 174682498 0 0 0 148865409 0 0 0 0 0 0 0 626095 76156 0 216702 234457 26835 130207 925344 0 44176 55389 0 17390 0 0 0 0 Fund Services 26067108 Fudiciary Insurance 125645 80944 177491857 3490 12083622 12118753 16496379 15796070 42986962 49796192 46498970 40549679 4948541 4523463 123014474 122787647 4659685 4796322 33757297 32490002 38416982 37286324 X 84597492 85501323 84597492 85501323 123014474 122787647 -2809359 3713190 X false true X true false Financial derivatives and other financial products Closely-held equity interests Hedge Funds of Funds 40549679 F 40549679 Federal income taxes Due to Related Parties 27539 Cash Overdraft 577891 Miscellaneous Liabilities 188576 Benefit Obligation to Participants 31692257 Due To Broker 3739 32490002 X 178178986 3713190 3713190 174465796 216702 216702 174682498 177275155 177275155 216702 216702 177491857 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 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. ALICARE COMMON TRUSTEE/DIRECTORS 24893996 FUND ADMINISTRATION false ALICARE MEDICAL MANAGEMENT COMMON TRUSTEE/DIRECTORS 3061188 THIRD PARTY ADMINISTRATOR false AMALGAMATED BANK OF NEW YORK COMMON TRUSTEE/DIRECTORS 59761 CUSTODIAN INVESTMENT MANAGEMENT false UNITE HERE HEALTH CENTER COMMON TRUSTEE/DIRECTORS 3608218 MEDICAL SERVICES false AMALGAMATED LIFE INSURANCE COMPANY COMMON TRUSTEE/DIRECTORS 3581090 LIFE INSURANCE/DISABILITY false ALICARE COMMON TRUSTEE/DIRECTORS 3351917 THIRD PARTY ADMINISTRATOR false CHICAGO AND MIDWEST REGIONAL JOINT BOARD COMMON TRUSTEE/DIRECTORS 150463 REIMBURSEMENT FOR SERVICE false MID-ATLANTIC REGIONAL JOINT BOARD COMMON TRUSTEE/DIRECTORS 49710 REIMBURSEMENT FOR SERVICE false NEW ENGLAND JOINT BOARD COMMON TRUSTEE/DIRECTORS 76718 REIMBURSEMENT FOR SERVICE false NEW YORK METROPOLITAN AREA JOINT BOARD COMMON TRUSTEE/DIRECTORS 122558 REIMBURSEMENT FOR SERVICE false NEW YORKNEW JERSEY REGIONAL JOINT BOARD COMMON TRUSTEE/DIRECTORS 448322 REIMBURSEMENT FOR SERVICE false PHILADELPHIA JOINT BOARD COMMON TRUSTEE/DIRECTORS 14196 REIMBURSEMENT FOR SERVICE false SIDNEY HILLMAN CENTER COMMON TRUSTEE/DIRECTORS 246240 REIMBURSEMENT FOR SERVICE false SOUTHERN REGIONAL JOINT BOARD COMMON TRUSTEE/DIRECTORS 104846 REIMBURSEMENT FOR SERVICE false SOUTHWEST REGIONAL JOINT BOARD COMMON TRUSTEE/DIRECTORS 77186 REIMBURSEMENT FOR SERVICE false WESTERN STATES REGIONAL JOINT BOARD COMMON TRUSTEE/DIRECTORS 78216 REIMBURSEMENT FOR SERVICE false WORKERS UNITED COMMON TRUSTEE/DIRECTORS 70588 REIMBURSEMENT FOR SERVICE false CONSOLIDATED RETIREMENT FUND COMMON TRUSTEE/DIRECTORS 158069 REIMBURSEMENT FOR RETIREES OPTOUT false NATIONAL RETIREMENT FUND COMMON TRUSTEE/DIRECTORS 6351284 REIMBURSEMENT FOR EXPENSECONTRIBUTION COLLECTED false 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. NATIONAL RETIREMENT FUND 333 WESTCHESTER AVENUE WHITE PLAINS NY 10604 136130178 PENSION FUND NY 401 a NA true UNITE HERE 275 SEVENTH AVENUE NEW YORK NY 10001 133819434 LABOR ORGANIZATION NY 501 c 5 NA true UNITE HERE HEALTH CENTER 275 SEVENTH AVENUE NEW YORK NY 10001 135563408 MEDICAL SERVICE NY 501 c 3 7 NA true WORKERS UNITED 12 WEST 31ST STREET NEW YORK NY 10001 264459382 LABOR ORGANIZATION NY 501 c 5 NA true CHICAGO AND MIDWEST REGIONAL JOINT BOARD 333 S ASHLAND AVENUE CHICAGO IL 60607 362938055 LABOR ORGANIZATION IL 501 c 5 NA true MID-ATLANTIC REGIONAL JOINT BOARD 7-9 WEST MULBERRY STREET BALTIMORE MD 21201 521367543 LABOR ORGANIZATION MD 501 c 5 NA true NEW ENGLAND JOINT BOARD 33 HARRISON AVENUE 8TH FLOOR BOSTON MA 02111 043440556 LABOR ORGANIZATION MA 501 c 5 NA true NEW YORK METROPOLITAN AREA JOINT BOARD 275 SEVENTH AVENUE NEW YORK NY 10001 200354131 LABOR ORGANIZATION NY 501 c 5 NA true NEW YORK NEW JERSEY REGIONAL JOINT BOARD 18 WASHINGTON PLACE NEWARK NJ 07012 134908365 LABOR ORGANIZATION NJ 501 c 5 NA true PENNSYLVANIA JOINT BOARD 1017 HAMILTON STREET ALLENTOWN PA 18101 232929642 LABOR ORGANIZATION PA 501 c 5 NA true PHILADELPHIA JOINT BOARD 22 SOUTH 22ND STREET PHILADELPHIA PA 19103 230971735 LABOR ORGANIZATION PA 501 c 5 NA true SOUTHERN REGIONAL JOINT BOARD 4405 MALL BLVD SUITE 600 SCHAUMBURG IL 60173 581086875 LABOR ORGANIZATION IL 501 c 5 NA true SOUTHWEST REGIONAL JOINT BOARD 2639 WALNUT HILL LANE SUITE 203 DALLAS TX 75229 130822854 LABOR ORGANIZATION TX 501 c 5 NA true WESTERN STATE REGIONAL JOINT BOARD 920 SO ALVARADO STREET LOS ANGELOS CA 90006 950488945 LABOR ORGANIZATION CA 501 c 5 NA true CONSOLIDATED RETIREMENT FUND 333 WESTCHESTER AVENUE WHITE PLAINS NY 10604 133177000 PENSION FUND NY 401 a NA true 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 false false false false false false false false false false false false true false false true true false false ALICARE INC m 28245913 CASH BASIS AMALGAMATED LIFE INSURANCE COMPANY m 3581090 CASH BASIS UNITE HERE HEALTH CENTER m 3608218 CASH BASIS NEW YORK NEW JERSEY REGIONAL JOINT BOARD p 448322 CASH BASIS SIDNEY HILLMAN HEALTH CENTER p 246240 CASH BASIS NEW ENGLAND JOINT BOARD p 76718 CASH BASIS MID-ATLANTIC REGIONAL JOINT BOARD p 49710 CASH BASIS NEW YORK METROPOLITAN AREA JOINT BOARD p 122558 CASH BASIS CHICAGO AND MIDWEST REGIONAL JOINT BOARD p 150463 CASH BASIS PHILADELPHIA JOINT BOARD p 14196 CASH BASIS AMALGAMATED BANK OF NEW YORK m 59761 CASH BASIS SOUTHERN REGIONAL JOINT BOARD p 104846 CASH BASIS SOUTHWEST REGIONAL JOINT BOARD p 77186 CASH BASIS WESTERN STATES REGIONAL JOINT BOARD p 78216 CASH BASIS WORKERS UNITED p 70588 CASH BASIS NATIONAL RETIREMENT FUND p 633071 CASH BASIS NATIONAL RETIREMENT FUND q 145020 CASH BASIS NATIONAL RETIREMENT FUND r 5573192 CASH BASIS CONSOLIDATED RETIREMENT FUND q 158069 CASH BASIS