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Sponsor portfolioTH

AMALGAMATED BANK OF CHICAGO

EIN 36-0721895-Latest filing 2025
Plans
4
Retirement
3
$54.4M assets
Welfare
1
$2.1M premiums
Participants
673
30 N LASALLE STREET - CHICAGO, IL 60602312-822-3125
Plans on this EIN
4 filings
#002TraditionalDB-$27.7M - 315 part#003401k-$26.5M - 161 part#001401k-$203K - 45 part#503Fully Insured-$2.1M - 149 lives

Retirement portfolio analytics

3 plans aggregated / $54.4M assets / 521 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • CHICAGO RETIREMENT PLAN (#002)51%
  • PROFIT SHARING PLAN (#003)49%
  • PROFIT SHARING PLAN (#001)0%
Total $54.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Displacement opening
51%top
  • AMALGAMATED BANK51%
  • CHARLES SCHWAB & CO., INC.49%
  • (Not disclosed)0%
Total $54.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CHICAGO RETIREMENT PLAN (#002)315
  • PROFIT SHARING PLAN (#003)161
  • PROFIT SHARING PLAN (#001)45
Total 521Click row to drill in

Benefits portfolio analytics

1 plan / $2.1M premiums / 149 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Prescription drug$1.9M
  • Dental$235K
  • Vision$235K
  • Life$235K
  • Short-term disability$235K
  • +2 more
Total $2.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA11%
Total $2.1M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WILLIS TOWERS WATSON US LLC100%
Total $94K1 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

AMALGAMATED BANK OF CHICAGO RETIREMENT PLAN

TraditionalDB

Assets$27.7M
Participants315
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

AMALGAMATED BANK OF CHICAGO SALARIED EMPLOYEES' PROFIT SHARING PLAN

401k

Assets$26.5M
Participants161
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

AMALGAMATED BANK OF CHICAGO UNION PROFIT SHARING PLAN

401k

Assets$203K
Participants45
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

AMALGAMATED BANK OF CHICAGO EMPLOYEES WELFARE BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$2.1M
Covered lives149
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002AMALGAMATED BANK OF CHICAGO RETIREMENT PLANTraditionalDB$27.7M3152024
003AMALGAMATED BANK OF CHICAGO SALARIED EMPLOYEES' PROFIT SHARING PLAN401k$26.5M1612024
001AMALGAMATED BANK OF CHICAGO UNION PROFIT SHARING PLAN401k$203K452024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503AMALGAMATED BANK OF CHICAGO EMPLOYEES WELFARE BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$2.1M1492025
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