Plan Snapshot
- Plan Sponsor: Amalgamated Bank Of Chicago
- Sponsor EIN: 360721895
- Sponsor Address: 30 N LASALLE STREET, CHICAGO, IL, 60602
- Plan Type: DB
- Total Participants: 56
- Total Assets: $27.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 56 | $27.7M | $0 | $0 |
| 2023 | 61 | $27.2M | $0 | $0 |
| 2022 | 65 | $26.0M | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | NONE | $66,158 | — | $66,158 |
| AMALGAMATED BANK OF CHICAGO TRUST D | TRUST DEPARTMENT | $56,046 | — | $56,046 |
| SMITH & HOWARD, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $122,204
- Estimated Expense Ratio: 0.440% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $153,918 | — | — | — | — |
| 2023 | $195,914 | — | $53,242 | $16,100 | — |
| 2022 | $160,921 | — | $57,537 | — | $74,784 |