# Board Of Trustees - The Retirement Plan Of The Amalgamated Ins. Fund DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-the-retirement-plan-of-the-amalgamated-ins-fund-plan

> Board Of Trustees - The Retirement Plan Of The Amalgamated Ins. Fund's DB plan: 19,780 participants, plan year 2024 financials, providers, and benchmarks fro…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees - The Retirement Plan Of The Amalgamated Ins. Fund

- **Sponsor EIN:** 134920446

- **Sponsor Address:** 333 WESTCHESTER AVENUE, WHITE PLAINS, NY, 10604

- **Plan Type:** DB

- **Total Participants:** 19,780

- **Total Assets:** $4.0M

## 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|19,780|$4.0M|$0|$0|

| 2023|20,841|$4.1M|$0|$0|

| 2022|22,160|$4.4M|$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|

| AMALGAMATED EMPLOYEE BENEFITS ADMIN|PARTY-IN-INTEREST|$1,161,721|—|$1,161,721|

| SOVOS COMPLIANCE LLC|NONE|—|$46,779|$46,779|

| THE SEGAL COMPANY|NONE|$40,449|—|$40,449|

| NOVAK FRANCELLA LLC|NONE|$28,000|—|$28,000|

| ZELIS PAYMENTS HOLDING LLC|NONE|—|$22,802|$22,802|

| AMALGAMATED LIFE INSURANCE COMPANY|PARTY-IN-INTEREST|$22,802|—|$22,802|

| AMALGAMATED BANK|PARTY-IN-INTEREST|$20,252|—|$20,252|

| SCHULTE ROTH & ZABEL, LLP|NONE|$12,763|—|$12,763|

| ALLIANT INSURANCE SERVICES, INC|NONE|—|$7,505|$7,505|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [NOVAK FRANCELLA LLC](https://planprovider.pro/provider/novak-francella-llc) — NONE

- [AMALGAMATED LIFE INSURANCE COMPANY](https://planprovider.pro/provider/milliman) — PARTY-IN-INTEREST

- [SCHULTE ROTH & ZABEL, LLP](https://planprovider.pro/provider/schulte-roth-and-zabel-llp) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,363,073

- **Estimated Expense Ratio:** 33.704% 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|$1,990,437|—|$1,023,313|$24,000|—|

| 2023|$2,022,741|—|$1,070,821|$24,000|—|

| 2022|$2,036,525|—|$1,116,417|—|$51,834|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-the-retirement-plan-of-the-amalgamated-ins-fund-plan)

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