# Amalgamated Bank Of Chicago DB Plan
Source: https://planprovider.pro/companies/amalgamated-bank-of-chicago-plan-002

> Amalgamated Bank Of Chicago's DB plan: 56 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/lincoln-financial-group) — 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|

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