AMALGAMATED
36 known aliases resolved via the canonical alias map
Market position · 2024
Plans served23+1 YoYRank #686 of mapped providers
Assets under administration$7.9B0.0%Market share · rank #1425
Fees received$25MMedian $99,637/planSum across Schedule C direct + indirect
Net wins YoY+14 won · 3 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical AMALGAMATED plan look like?
Service mix · median fees per plan
Count of plans where AMALGAMATED ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Contract AdministratorCode 13 | 13 | $246,655 | |
Other services; Direct payment from the planCode 49 | 7 | $22,883 | |
Direct payment from the plan; Accounting (including auditing)Code 10 | 1 | $96,146 | |
Investment management fees paid directly by plan; Claims processing; Direct payment from the planCode 12 | 1 | $25,815 | |
Plan Administrator; Direct payment from the planCode 14 | 1 | $99,637 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the planCode 15 | 1 | $6,521 | |
Direct payment from the plan; Consulting (pension)Code 17 | 1 | $326,800 | |
Insurance servicesCode 23 | 1 | $265,165 |
Competitor overlap
Percent of AMALGAMATED's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under AMALGAMATED.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES OF THE S.E.I.U. NATIONAL INDUSTRY PENSION FUNDDC · 526148540-001 | CARL IVKA | $1.7B |
TRUSTEES OF LOCAL 1 PENSION FUNDIL · 516055057-001 | BANSLEY AND KIENER, LLP | $318M |
BOARD OF TRUSTEES OF THE GUILD-TIMES ADJUSTABLE PENSION FUNDNY · 461715205-001 | CONSULTING ACTUARIAL GROUP, INC. | $114M |
TEAMSTERS LOCAL 237 WELFARE FUNDNY · 132575626-001 | STROOCK & STROOCK & LAVAN | $53M |
Plans lost in 2024
Appeared last year under AMALGAMATED; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES OF THE CEMENT AND CONCRETE WORKERS DC PENSION FDNY · 135629824-001 | AMALGAMATED BANK | $674M |
BOARD OF TRUSTEES PENSION PLAN FOR PLUMBERS AND PIPEFITTERS LOCAL 776OH · 346682531-001 | AMALGAMATED BANK | $52M |
BOARD OF TRUSTEES UNITE/HERE LOCAL 74 PENSION TRUST FUNDMO · 436101313-001 | MORIAH DOYEL | $41M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BD OF TRUSTEES-LEGACY PLAN OF THE NATIONAL RETIREMENT FUNDNY · 136130178-001 | $1.9B | 184,550 | $11M | 10y | - |
BOARD OF TRUSTEES OF THE S.E.I.U. NATIONAL INDUSTRY PENSION FUNDDC · 526148540-001 | $1.7B | 168,072 | $326,800 | 1y | - |
BOARD OF TRUSTEES - LEGACY PLAN OF THE UNITE HERE RETIREMENT FUNDNY · 820994119-001 | $609M | 87,313 | $6M | 7y | - |
BOARD OF TRUSTEES OF THE HRSA-ILA PENSION PLANVA · 540506055-001 | $568M | 4,218 | $22,342 | 9y | - |
BOARD OF TRUSTEES CONSOLIDATED RETIREMENT FUNDNY · 133177000-001 | $492M | 4,269 | $253,525 | 10y | - |
TRUSTEES OF IUE- CWA AFL-CIO PENSION FUNDNY · 226250252-001 | $475M | 14,399 | $37,969 | 9y | - |
BOARD OF TRUSTEES - ADJUSTABLE PLAN OF THE UNITE HERE RETIREMENT FUNDNY · 820994119-002 | $450M | 72,394 | $3M | 7y | - |
TRUSTEES OF LOCAL 1 PENSION FUNDIL · 516055057-001 | $346M | 9,289 | $10,000 | 2y | - |
BOARD OF TRUSTEES OF THE NATIONAL PLUS PLANRI · 133513611-001 | $223M | 39,256 | $265,165 | 9y | 1 |
TRUSTEES OF THE LAUNDRY,DRY CLEANING WO RKERS AND ALLIED INDUSTRIES RENY · 135521921-001 | $193M | 9,243 | $463,466 | 10y | - |
Flag exposure
100.0%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (36)
Raw Schedule C names collapsed into AMALGAMATED.
- ALIAGENCY, A DIV. OF ALICARE INC.
- ALIAGENCY, A DIVISION OF ALICARE
- ALICARE
- ALICARE EMPLOYEE BENEFITS ADMIN
- ALICARE INC
- ALICARE INC.
- ALICARE INCORPORATED
- ALICARE MEDICAL MANAGEMENT
- ALICARE, INC.
- ALIGRAPHICS (DIV OF ALICARE INC)
- ALIGRAPHICS, A DIV. OF ALICARE INC
- ALIGRAPHICS, A DIV. OF AMALGAMATED
- ALIGRAPHICS, A DIVISION FO ALICARE
- ALIGRAPHICS, A DIVISION OF ALICARE
- AMALGAMATED
- AMALGAMATED BANJ
- AMALGAMATED EMPL BENE
- AMALGAMATED EMPL BENEFITS ADMINISTR
- AMALGAMATED EMPLOYEE BEN PLAN ADMIN
- AMALGAMATED EMPLOYEE BENEFIT ADMIN
- AMALGAMATED EMPLOYEE BENEFIT ADMINI
- AMALGAMATED EMPLOYEE BENEFITS ADM.
- AMALGAMATED EMPLOYEE BENEFITS ADMI
- AMALGAMATED EMPLOYEE BENEFITS ADMIN
- AMALGAMATED EMPLOYEES BENEFITS AD
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for AMALGAMATED's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 2 | 8.70% | 1.71% | +6.98 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with AMALGAMATED. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).