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Sponsor portfolioTH

AMALGAMATED BANK

EIN 13-4920330-banking-Latest filing 2025
Plans
3
Retirement
2
$50.7M assets
Welfare
1
$4.6M premiums
Participants
878
275 SEVENTH AVENUE - NEW YORK, NY 10001212-895-4358amalgamatedbank.comLinkedIn201-500 employeesbanking
Plans on this EIN
3 filings
#003401k-$45.4M - 339 part#002401k-$5.3M - 81 part#501Fully Insured-$4.6M - 718 lives

Retirement portfolio analytics

2 plans aggregated / $50.7M assets / 420 participants

Assets by plan

Share of aggregate retirement assets

90%top
  • NON-COLLECTIVELY BARGAINED EMP... (#003)90%
  • COLLECTIVELY BARGAINED EMPLOYE... (#002)10%
Total $50.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • THE VANGUARD GROUP, INC.100%
Total $50.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • NON-COLLECTIVELY BARGAINED EMP... (#003)339
  • COLLECTIVELY BARGAINED EMPLOYE... (#002)81
Total 420Click row to drill in

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY89%
  • AMALGAMATED LIFE INSURANCE COMPANY7%
  • NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK3%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $4.6M5 slices

Broker market share

Schedule A broker compensation

Split broker
89%top
  • LAWLEY BENEFITS GROUP LLC89%
  • ALLIANT INSURANCE SERVICES, INC.9%
  • REUBEN WARNER ASSOCIATES, INC.2%
Total $13K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

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

401k

Assets$45.4M
Participants339
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

AMALGAMATED BANK 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES

401k

Assets$5.3M
Participants81
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AMALGAMATED BANK HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$4.6M
Covered lives718
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003AMALGAMATED BANK 401(K) PLAN FOR NON-COLLECTIVELY BARGAINED EMPLOYEES401k$45.4M3392024
002AMALGAMATED BANK 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES401k$5.3M812024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AMALGAMATED BANK HEALTH AND WELFARE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$4.6M7182025
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