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  2. Amalgamated Bank of Chicago
  • Retirement analytics
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Filings through Oct 24, 2026.

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Amalgamated Bank of Chicago

EIN 36-0721895-Finance and Insurance-Latest filing 2025
Plans
4
Retirement
3
$56.1M assets
Health & Benefits
1
$2.1M premiums
Participants
654
101 NORTH WACKER DRIVE - CHICAGO, IL 60606312-822-3125
Plans on this EIN
4 filings
#002Traditional DB-$28.5M - 310 part#003401(k)-$27.4M - 154 part#001401(k)-$180K - 38 part#503Fully insured-$2.1M - 149 lives

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

Retirement portfolio analytics

3 plans aggregated / $56.1M assets / 502 participants

Assets by plan

Share of aggregate retirement assets

  • CHICAGO RETIREMENT PLAN (#002)$28.5M
  • PROFIT SHARING PLAN (#003)$27.4M
  • PROFIT SHARING PLAN (#001)$180K
Total $56.1MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Displacement opening
  • AMALGAMATED BANK$28.5M
  • CHARLES SCHWAB & CO., INC.$27.4M
  • (Not disclosed)$180K
Total $56.1MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • CHICAGO RETIREMENT PLAN (#002)310
  • PROFIT SHARING PLAN (#003)154
  • PROFIT SHARING PLAN (#001)38
Total 502Select a row to open it

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
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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#002

AMALGAMATED BANK OF CHICAGO RETIREMENT PLAN

Traditional DB

Assets$28.5M
Participants310
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

AMALGAMATED BANK OF CHICAGO SALARIED EMPLOYEES' PROFIT SHARING PLAN

401(k)

Assets$27.4M
Participants154
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

AMALGAMATED BANK OF CHICAGO UNION PROFIT SHARING PLAN

401(k)

Assets$180K
Participants38
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503

AMALGAMATED BANK OF CHICAGO EMPLOYEES WELFARE BENEFIT PLAN

Fully insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$2.1M
Covered lives149
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

3 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002AMALGAMATED BANK OF CHICAGO RETIREMENT PLANTraditional DB$28.5M3102025
#003AMALGAMATED BANK OF CHICAGO SALARIED EMPLOYEES' PROFIT SHARING PLAN401(k)$27.4M1542025
#001AMALGAMATED BANK OF CHICAGO UNION PROFIT SHARING PLAN401(k)$180K382025
  • AMALGAMATED BANK OF CHICAGO RETIREMENT PLAN$28.5M
    #002 · Traditional DB · 2025310
  • AMALGAMATED BANK OF CHICAGO SALARIED EMPLOYEES' PROFIT SHARING PLAN$27.4M
    #003 · 401(k) · 2025154
  • AMALGAMATED BANK OF CHICAGO UNION PROFIT SHARING PLAN$180K
    #001 · 401(k) · 202538

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#503AMALGAMATED BANK OF CHICAGO EMPLOYEES WELFARE BENEFIT PLANFully insuredBLUECROSS BLUESHIELD OF ILLINOIS$2.1M1492025
  • AMALGAMATED BANK OF CHICAGO EMPLOYEES WELFARE BENEFIT PLAN$2.1M
    #503 · Fully insured · BLUECROSS BLUESHIELD OF ILLINOIS · 2025149
Retirement plans
Health & Benefits plans

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