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Sponsor portfolio

BOARD OF TRUSTEES OF THE AMALGAMATED LIFE INSURANCE COMPANY

EIN 13-5501223-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
1
$71.1M assets
Welfare
1
$4.8M premiums
Participants
811
333 WESTCHESTER AVE SUITE N-101 - WHITE PLAINS, NY 10604914-367-5210
Plans on this EIN
2 filings
#002401k-$71.1M - 478 part#501Mixed-$4.8M - 540 lives

Benefits portfolio analytics

1 plan / $4.8M premiums / 540 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.5M
  • Vision$4.5M
  • Life$191K
  • Long-term disability$123K
  • Short-term disability$26K
Total $4.8M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • AMALGAMATED EMPLOYEE BENEFITS ADMIN93%
  • NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK4%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY3%
Total $4.8M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • THE BUSINESS BENEFITS GROUP, INC.100%
Total $17K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SAVINGS PLAN FOR EMPLOYEES OF THE AMALGAMATED LIFE INSURANCE COMPANY

401k

Assets$71.1M
Participants478
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AMALGAMATED LIFE INSURANCE COMPANY HEALTH & WELFARE PLAN

Mixed - AMALGAMATED NATIONAL HEALTH FUND

Premiums$4.8M
Covered lives540
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002SAVINGS PLAN FOR EMPLOYEES OF THE AMALGAMATED LIFE INSURANCE COMPANY401k$71.1M4782024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AMALGAMATED LIFE INSURANCE COMPANY HEALTH & WELFARE PLANMixedAMALGAMATED NATIONAL HEALTH FUND$4.8M5402024
Retirement plans
Welfare plans
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