# Bd Of Trustee-Amalgamated National Health Fund Health & Welfare Plan Source: https://planprovider.pro/companies/bd-of-trustee-amalgamated-national-health-fund-274411485-501 > Bd Of Trustee-Amalgamated National Health Fund's Health & Welfare plan: 16,342 participants, plan year 2024 financials, providers, and benchmarks from Form 5… Form 5500 filing data for plan year 2024. ## Plan Snapshot - **Plan Sponsor:** Bd Of Trustee-Amalgamated National Health Fund - **Sponsor EIN:** 274411485 - **Sponsor Address:** 333 WESTCHESTER AVENUE, WHITE PLAINS, NY, 10604 - **Plan Type:** Health & Welfare - **Plan Number:** 501 - **Total Participants:** 16,342 - **Total Assets:** $73.2M ## 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|16,342|$73.2M|$163.7M|$30.0M| | 2023|16,537|$76.2M|$157.6M|$29.4M| | 2022|16,756|$74.5M|$148.8M|$27.1M| ## 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| | AMALGAMATED EMPLOYEE BENEFITS ADMIN|Other Service Provider|$33,269,792|—|$33,269,792| | EMPIRE HEALTHCHOICE ASSURANCE, INC.|Other Service Provider|$3,570,219|—|$3,570,219| | ANTHEM BLUE CROSS BLUE SHIELD|Other Service Provider|$3,097,920|—|$3,097,920| | AMALGAMATED MEDICAL CARE MANAGEMENT|Other Service Provider|$1,898,578|—|$1,898,578| | SCHULTE ROTH & ZABEL LLP|ERISA Attorney|$1,802,381|—|$1,802,381| | BLUE CROSS BLUE SHIELD OF MASSACHUS|Other Service Provider|$1,031,239|—|$1,031,239| | CHICAGO AND MIDWEST REGIONAL JT BD|Other Service Provider|$153,963|—|$153,963| | SIDNEY HILLMAN HEALTH CENTER|Other Service Provider|$152,822|—|$152,822| | ZIPARI, INC.|Other Service Provider|$111,932|—|$111,932| | SOUTHERN REGIONAL JOINT BOARD WORKE|Other Service Provider|$111,219|—|$111,219| | NOVAK FRANCELLA LLC|Auditor|$80,000|—|$80,000| | PSG CONSULTING LLC|Other Service Provider|$75,274|—|$75,274| | NY/NJ JOINT BOARD - WORKERS UNITED|Other Service Provider|$74,196|—|$74,196| | PENNSYLVANIA JOINT BOARD|Other Service Provider|$61,435|—|$61,435| | CVS CAREMARK|Other Service Provider|$59,406|—|$59,406| | METROPOLITAN DATA SOLUTIONS|Other Service Provider|$49,585|—|$49,585| | MARINER INSTITUTIONAL, LLC|Other Service Provider|$49,500|—|$49,500| | WESTERN STATES REGIONAL JB LOCAL 75|Other Service Provider|$45,200|—|$45,200| | PARAMETRIC PROTFOLIO ASSOCIATES|Other Service Provider|$41,178|—|$41,178| | AMALGAMATED LIFE INSURANCE|Recordkeeper|$39,068|—|$39,068| | CYNOMYS, INC.|Other Service Provider|$36,606|—|$36,606| | SOVOS COMPLIANCE LLC|Other Service Provider|—|$31,748|$31,748| | ALLIANT INSURANCE SERVICES, INC.|Other Service Provider|—|$27,221|$27,221| | SS&C TECHNOLOGIES|Other Service Provider|—|$25,501|$25,501| | DELTA DENTAL OF NY|Other Service Provider|$22,993|—|$22,993| | WORKERS UNITED|Other Service Provider|$20,604|—|$20,604| | UNITE HERE HEALTH CENTER|Other Service Provider|$18,418|—|$18,418| | AMALGAMATED BANK|Other Service Provider|$11,382|$6,451|$17,833| | HARDMAN JOHNSTON GLOBAL ADVISORS|Other Service Provider|$11,795|—|$11,795| | SEIU LOCAL 49|Other Service Provider|$9,840|—|$9,840| | NSA STORAGE|Other Service Provider|$8,783|—|$8,783| | SOUTHWEST REGIONAL JOINT BOARD|Other Service Provider|$7,560|—|$7,560| | MID-ATLANTIC REGIONAL JOINT BOARD|Other Service Provider|$5,583|—|$5,583| | LADIES GARMENT WORKERS CENTER, INC.|Other Service Provider|$5,250|—|$5,250| ### Verified Provider Profiles Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro: - [SCHULTE ROTH & ZABEL LLP](https://planprovider.pro/provider/schulte-roth-and-zabel-llp) — ERISA Attorney - [NOVAK FRANCELLA LLC](https://planprovider.pro/provider/novak-francella-llc) — Auditor - [AMALGAMATED LIFE INSURANCE](https://planprovider.pro/provider/milliman) — Recordkeeper ## Plan Fees & Expenses Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings. - **Total Service Provider Fees:** $46,024,642 - **Estimated Expense Ratio:** 62.851% 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|$31,802,057|$159,680|$29,820,371|$70,000|—| | 2023|$30,426,877|$143,425|$28,751,506|$73,046|—| | 2022|$29,507,935|$177,842|$28,271,833|—|$556,745| ## Similar Plans - [Board Of Trustees - Adjustable Plan Of The Unite Here Retirement Fund](https://planprovider.pro/companies/board-of-trustees-adjustable-plan-of-the-unite-here-retirement-fund-plan) — 49,655 participants - 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