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  • Retirement analytics
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Filings through Oct 24, 2026.

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Amalgamated Bank

EIN 13-4920330-banking-Latest filing 2025
Plans
3
Retirement
2
$61.3M assets
Health & Benefits
1
$4.6M premiums
Participants
945
275 SEVENTH AVENUE - NEW YORK, NY 10001212-895-4360amalgamatedbank.comLinkedIn201-500 employeesbanking
Plans on this EIN
3 filings
#003401(k)-$55.4M - 408 part#002401(k)-$5.9M - 79 part#501Fully insured-$4.6M - 718 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $61.3M assets / 487 participants

Assets by plan

Share of aggregate retirement assets

  • NON-COLLECTIVELY BARGAINED EMP... (#003)$55.4M
  • COLLECTIVELY BARGAINED EMPLOYE... (#002)$5.9M
Total $61.3MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • THE VANGUARD GROUP, INC.$55.4M
  • (Not disclosed)$5.9M
Total $61.3MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • NON-COLLECTIVELY BARGAINED EMP... (#003)408
  • COLLECTIVELY BARGAINED EMPLOYE... (#002)79
Total 487Select a row to open it

Benefits portfolio analytics

1 plan / $4.6M premiums / 718 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.0M
  • Dental$4.0M
  • Vision$4.0M
  • Prescription drug$4.0M
  • Life$343K
  • Other$147K
  • +2 more
Total $4.6M8 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#003

AMALGAMATED BANK 401(K) PLAN FOR NON-COLLECTIVELY BARGAINED EMPLOYEES

401(k)

Assets$55.4M
Participants408
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

AMALGAMATED BANK 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES

401(k)

Assets$5.9M
Participants79
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

AMALGAMATED BANK HEALTH AND WELFARE BENEFIT PLAN

Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$4.6M
Covered lives718
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#003AMALGAMATED BANK 401(K) PLAN FOR NON-COLLECTIVELY BARGAINED EMPLOYEES401(k)$55.4M4082025
#002AMALGAMATED BANK 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES401(k)$5.9M792025
  • AMALGAMATED BANK 401(K) PLAN FOR NON-COLLECTIVELY BARGAINED EMPLOYEES$55.4M
    #003 · 401(k) · 2025408
  • AMALGAMATED BANK 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES$5.9M
    #002 · 401(k) · 202579

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501AMALGAMATED BANK HEALTH AND WELFARE BENEFIT PLANFully insuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$4.6M7182025
  • AMALGAMATED BANK HEALTH AND WELFARE BENEFIT PLAN$4.6M
    #501 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 2025718
Retirement plans
Health & Benefits plans

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  2. Benefits analytics
  3. Plan summaries
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  5. Health & Benefits plans
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