Filings through .
2 of 18 flags tripped on the 2025 filing.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
High retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$560K in admin expenses, $1158 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
10 funds of $250K or more; 25 lines in all, holding $20.6M of the plan's $78.6M. Recordkeeper: Amalgamated Life Insurance.
| Fund | Dollars | % of funds% |
|---|---|---|
| Cohen & Steers Realty Shares Cohen & Steers · Mutual fund | $7.4M | 36.1% |
| Fannie Mae Pool FN MA Manager not matched · Other | $3.9M | 18.7% |
| AFL-CIO Housing Invest. Trust AFL-CIO Investment Trust · Other | $3.2M | 15.7% |
| Fannie Mae Pool FN BF Manager not matched · Other | $1.2M | 5.7% |
| Fannie Mae Pool FN BM Manager not matched · Other | $658K | 3.2% |
| Freddie Mac Pool FR SD Manager not matched · Other | $646K | 3.1% |
| Freddie Mac Pool FR RB Manager not matched · Other | $534K | 2.6% |
| Fannie Mae Pool FN CB Manager not matched · Other | $506K | 2.5% |
| State Street Corp State Street (SSgA) · Mutual fund | $430K | 2.1% |
| US Bancorp Manager not matched · Other | $332K | 1.6% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
15 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings. They do not show money moved.
15 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 10 by compensation.
| Provider | Compensation |
|---|---|
WRIGHT INVESTORS SERVICE11+ years Filed as: WRIGHT INVESTORS Service code 28 · EIN 06-0700978 Investment Management | $135,171 |
Service code 28 · EIN 41-1533211 Investment Management | $128,312 |
THE SEGAL COMPANY11+ years Service code 11 · EIN 13-1928058 Actuarial | $59,497 |
BRESCIAS PRINTING SERVICE7 years Filed as: BRESCIA PRINTING SERVICES Service code 13 · EIN 06-1188287 Contract Administrator | $55,303 |
WEBSTER BANK11+ years Service code 18 · EIN 06-0273620 Custodial (securities); Direct paymen... | $54,322 |
REID & RIEGE, P.C.8 years Filed as: REID & REIGE, P.C. Service code 29 · EIN 06-0867204 Legal | $19,628 |
NOVAK FRANCELLA LLC8 years Service code 10 · EIN 61-1436956 Accounting | $15,917 |
AGILIS PARTNERS LLC3 years Filed as: AGILIS PARTNERS, LLC Service code 28 · EIN 04-3513306 Investment Management | $15,000 |
Service code 28 · EIN 26-0516431 Investment Management | $15,000 |
Filed as: AMALGAMATED EMPLOYEE BENEFITS ADMIN Service code 15 · EIN 13-3432221 Recordkeeping | $7,353 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
1 feature code on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Steven R. Loomis, Asa, Fca, Maaa The Segal Company Schedule MB | Schedule MB |
Enrollment number, address and phone for each actuary are on Pro.
Addresses, phones and enrollment numbers are on Pro. Pro is free for 7 days and then costs $49 a month.
3 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025