Plan Snapshot
- Plan Sponsor: Bd Of Trustees-Legacy Plan Of The National Retirement Fund
- Sponsor EIN: 136130178
- Sponsor Address: 333 WESTCHESTER AVENUE, WHITE PLAINS, NY, 106042910
- Plan Type: DB
- Total Participants: 8,379
- Total Assets: $1.9B
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 | 8,379 | $1.9B | $48.4M | $0 |
| 2023 | 10,704 | $1.8B | $36.3M | $0 |
| 2022 | 11,294 | $1.7B | $44.3M | $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 |
|---|---|---|---|---|
| AMALGAMATED EMPLOYEE BENEFITS ADMIN | OWNED BY PARTY-IN-INT | $10,978,000 | — | $10,978,000 |
| SCHULTE ROTH & ZABEL LLP | NONE | $2,218,548 | — | $2,218,548 |
| ALIGRAPHICS, A DIVISION OF AEBA | OWNED BY PARTY-IN-INT | $1,143,659 | — | $1,143,659 |
| HARDMAN JOHNSTON GLOBAL ADVISORS | NONE | $698,309 | — | $698,309 |
| HAMILTON LANE ADVISORS, LLC | NONE | $399,154 | $262,000 | $661,154 |
| AMALGAMATED BANK | PARTY-IN-INT | $548,903 | $4,877 | $553,780 |
| HORIZON ACTUARIAL SERVICES, LLC | NONE | $489,813 | — | $489,813 |
| LAZARD ASSET MANAGEMENT, LLC | NONE | $426,095 | — | $426,095 |
| SKYHARBOR CAPITAL MANAGEMENT, LLC | NONE | $281,591 | — | $281,591 |
| MARINER INSTITUTIONAL, LLC | NONE | $262,500 | — | $262,500 |
| AMALGAMATED LIFE INSURANCE COMPANY | OWNED BY PARTY-IN-INT | $256,139 | — | $256,139 |
| NOVAK FRANCELLA LLC | NONE | $252,000 | — | $252,000 |
| VIRTUAL BENEFITS ADMINISTRATORS | NONE | $198,883 | — | $198,883 |
| DIMENSIONAL FUND ADVISORS, LP | NONE | $158,212 | — | $158,212 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT | NONE | $140,558 | — | $140,558 |
| SOVOS COMPLIANCE, LLC | NONE | — | $131,889 | $131,889 |
| SOUTHERN REGIONAL JOINT BOARD, WORK | PARTY-IN-INT | $129,207 | — | $129,207 |
| PARAMETRIC PORTFOLIO ASSOCIATES, LL | NONE | $118,362 | — | $118,362 |
| ZELIS PAYMENT HOLDINGS, LLC | NONE | — | $114,356 | $114,356 |
| CHICAGO AND MIDWEST REGIONAL JOINT | PARTY-IN-INT | $110,754 | — | $110,754 |
| ALLIANT INSURANCE SERVICES, INC. | NONE | — | $101,938 | $101,938 |
| GENSTAR CAPITAL PARTNERS, LLC | NONE | — | $63,211 | $63,211 |
| SS & C TECHNOLOGIES, INC. | NONE | — | $57,377 | $57,377 |
| LANDMARK EQUITY ADVISORS, LLC | NONE | — | $47,948 | $47,948 |
| ETHAN E KRA ACTUARIAL SERVICES, LLC | NONE | $41,545 | — | $41,545 |
| HIRTLE, CALLAGHAN & CO., LLC | NONE | $39,767 | — | $39,767 |
| STOUT RISIUS ROSS, LLC | NONE | $28,528 | — | $28,528 |
| PENNSYLVANIA JOINT BOARD, WORKERS U | PARTY-IN-INT | $25,363 | — | $25,363 |
| NEW YORK NEW JERSEY REGIONAL JOINT | PARTY-IN-INT | $19,809 | — | $19,809 |
| STANLEY L AIGES | NONE | $19,750 | — | $19,750 |
| KELSO & COMPANY, L.P. | NONE | — | $14,837 | $14,837 |
| PHILADELPHIA JOINT BOARD, WORKERS U | PARTY-IN-INT | $10,658 | — | $10,658 |
| VERITEXT | NONE | $7,885 | — | $7,885 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHULTE ROTH & ZABEL LLP — NONE
- AMALGAMATED LIFE INSURANCE COMPANY — OWNED BY PARTY-IN-INT
- NOVAK FRANCELLA LLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,802,425
- Estimated Expense Ratio: 1.070% 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 | $27,437,299 | $2,982,231 | $11,272,508 | $158,846 | — |
| 2023 | $27,662,690 | $4,867,137 | $10,875,947 | $169,081 | — |
| 2022 | $28,890,707 | $5,554,513 | $10,674,745 | — | $3,779,288 |