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AMALGAMATED BANK 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 401k Plan overview

Plan NameAMALGAMATED BANK 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES
Plan identification number 002

AMALGAMATED BANK 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

AMALGAMATED BANK has sponsored the creation of one or more 401k plans.

Company Name:AMALGAMATED BANK
Employer identification number (EIN):134920330
NAIC Classification:522110
NAIC Description:Commercial Banking

Additional information about AMALGAMATED BANK

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C2366727

More information about AMALGAMATED BANK

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMALGAMATED BANK 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01CAROL WILSON JASON DARBY2018-10-02
0022016-01-01CAROL WILSON JASON DARBY2017-10-16
0022015-01-01CAROL WILSON JASON DARBY2016-10-18
0022014-01-01CAROL WILSON JASON M DARBY2015-10-15
0022013-01-01CAROL WILSON JOHN MAIALE2014-10-08
0022012-01-01PATRICIA WEISS JOHN MAIALE2013-10-15
0022011-01-01THOMAS WILLS
0022009-01-01BARBARA JOSEFOWICZ

Plan Statistics for AMALGAMATED BANK 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES

401k plan membership statisitcs for AMALGAMATED BANK 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES

Measure Date Value
2022: AMALGAMATED BANK 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2022 401k membership
Total participants, beginning-of-year2022-01-0195
Total number of active participants reported on line 7a of the Form 55002022-01-0146
Number of retired or separated participants receiving benefits2022-01-016
Number of other retired or separated participants entitled to future benefits2022-01-0129
Total of all active and inactive participants2022-01-0181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0181
Number of participants with account balances2022-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: AMALGAMATED BANK 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2021 401k membership
Total participants, beginning-of-year2021-01-01103
Total number of active participants reported on line 7a of the Form 55002021-01-0157
Number of retired or separated participants receiving benefits2021-01-016
Number of other retired or separated participants entitled to future benefits2021-01-0132
Total of all active and inactive participants2021-01-0195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0195
Number of participants with account balances2021-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: AMALGAMATED BANK 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2020 401k membership
Total participants, beginning-of-year2020-01-01116
Total number of active participants reported on line 7a of the Form 55002020-01-0174
Number of retired or separated participants receiving benefits2020-01-016
Number of other retired or separated participants entitled to future benefits2020-01-0123
Total of all active and inactive participants2020-01-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01103
Number of participants with account balances2020-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: AMALGAMATED BANK 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2019 401k membership
Total participants, beginning-of-year2019-01-01146
Total number of active participants reported on line 7a of the Form 55002019-01-0182
Number of retired or separated participants receiving benefits2019-01-016
Number of other retired or separated participants entitled to future benefits2019-01-0128
Total of all active and inactive participants2019-01-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01116
Number of participants with account balances2019-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: AMALGAMATED BANK 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2018 401k membership
Total participants, beginning-of-year2018-01-01145
Total number of active participants reported on line 7a of the Form 55002018-01-01127
Number of retired or separated participants receiving benefits2018-01-015
Number of other retired or separated participants entitled to future benefits2018-01-0114
Total of all active and inactive participants2018-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01146
Number of participants with account balances2018-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: AMALGAMATED BANK 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2017 401k membership
Total participants, beginning-of-year2017-01-01143
Total number of active participants reported on line 7a of the Form 55002017-01-01131
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-0111
Total of all active and inactive participants2017-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01145
Number of participants with account balances2017-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: AMALGAMATED BANK 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2016 401k membership
Total participants, beginning-of-year2016-01-01279
Total number of active participants reported on line 7a of the Form 55002016-01-01110
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0132
Total of all active and inactive participants2016-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01143
Number of participants with account balances2016-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: AMALGAMATED BANK 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2015 401k membership
Total participants, beginning-of-year2015-01-01270
Total number of active participants reported on line 7a of the Form 55002015-01-01225
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0153
Total of all active and inactive participants2015-01-01279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01279
Number of participants with account balances2015-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: AMALGAMATED BANK 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2014 401k membership
Total participants, beginning-of-year2014-01-01270
Total number of active participants reported on line 7a of the Form 55002014-01-01236
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0129
Total of all active and inactive participants2014-01-01266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01267
Number of participants with account balances2014-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: AMALGAMATED BANK 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2013 401k membership
Total participants, beginning-of-year2013-01-01279
Total number of active participants reported on line 7a of the Form 55002013-01-01239
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0129
Total of all active and inactive participants2013-01-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01270
Number of participants with account balances2013-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: AMALGAMATED BANK 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2012 401k membership
Total participants, beginning-of-year2012-01-01285
Total number of active participants reported on line 7a of the Form 55002012-01-01255
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0121
Total of all active and inactive participants2012-01-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01278
Number of participants with account balances2012-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: AMALGAMATED BANK 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2011 401k membership
Total participants, beginning-of-year2011-01-01249
Total number of active participants reported on line 7a of the Form 55002011-01-01261
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0122
Total of all active and inactive participants2011-01-01284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01285
Number of participants with account balances2011-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: AMALGAMATED BANK 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2009 401k membership
Total participants, beginning-of-year2009-01-01267
Total number of active participants reported on line 7a of the Form 55002009-01-01242
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0121
Total of all active and inactive participants2009-01-01264
Total participants2009-01-01264
Number of participants with account balances2009-01-01181

Financial Data on AMALGAMATED BANK 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES

Measure Date Value
2022 : AMALGAMATED BANK 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$102,271
Total transfer of assets from this plan2022-12-31$315,677
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-624,823
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$830,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$824,084
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$268,075
Value of total assets at end of year2022-12-31$4,657,627
Value of total assets at beginning of year2022-12-31$6,326,488
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$6,548
Total interest from all sources2022-12-31$6,780
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$171,105
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$171,105
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$214,713
Participant contributions at end of year2022-12-31$204,202
Participant contributions at beginning of year2022-12-31$65,026
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$53,362
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$151
Other income not declared elsewhere2022-12-31$2,355
Administrative expenses (other) incurred2022-12-31$6,548
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,455,455
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,657,627
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,326,488
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,064,543
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,700,087
Interest on participant loans2022-12-31$6,780
Value of interest in common/collective trusts at end of year2022-12-31$388,882
Value of interest in common/collective trusts at beginning of year2022-12-31$561,375
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,082,801
Net investment gain or loss from common/collective trusts2022-12-31$9,663
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$823,933
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CROWE LLP
Accountancy firm EIN2022-12-31350921680
2021 : AMALGAMATED BANK 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets from this plan2021-12-31$208,457
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$978,827
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$865,854
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$859,475
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$285,492
Value of total assets at end of year2021-12-31$6,326,488
Value of total assets at beginning of year2021-12-31$6,421,972
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$6,379
Total interest from all sources2021-12-31$4,743
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$145,830
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$145,830
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$285,492
Participant contributions at end of year2021-12-31$65,026
Participant contributions at beginning of year2021-12-31$103,238
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$575
Other income not declared elsewhere2021-12-31$1,401
Administrative expenses (other) incurred2021-12-31$6,379
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$112,973
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,326,488
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,421,972
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$5,700,087
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,734,055
Interest on participant loans2021-12-31$4,743
Value of interest in common/collective trusts at end of year2021-12-31$561,375
Value of interest in common/collective trusts at beginning of year2021-12-31$584,679
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$532,690
Net investment gain or loss from common/collective trusts2021-12-31$8,671
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$858,900
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CROWE LLP
Accountancy firm EIN2021-12-31350921680
2020 : AMALGAMATED BANK 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets from this plan2020-12-31$18,487
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,034,320
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$368,903
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$361,260
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$319,733
Value of total assets at end of year2020-12-31$6,421,972
Value of total assets at beginning of year2020-12-31$5,775,042
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$7,643
Total interest from all sources2020-12-31$6,186
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$117,739
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$117,739
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$319,733
Participant contributions at end of year2020-12-31$103,238
Participant contributions at beginning of year2020-12-31$111,836
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$567
Other income not declared elsewhere2020-12-31$567
Administrative expenses (other) incurred2020-12-31$7,643
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$665,417
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,421,972
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,775,042
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,734,055
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,397,291
Interest on participant loans2020-12-31$6,186
Value of interest in common/collective trusts at end of year2020-12-31$584,679
Value of interest in common/collective trusts at beginning of year2020-12-31$265,915
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$581,582
Net investment gain or loss from common/collective trusts2020-12-31$8,513
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$360,693
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CROWE LLP
Accountancy firm EIN2020-12-31350921680
2019 : AMALGAMATED BANK 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets from this plan2019-12-31$6,438
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,172,564
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$121,118
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$116,055
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$270,700
Value of total assets at end of year2019-12-31$5,775,042
Value of total assets at beginning of year2019-12-31$4,730,034
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,063
Total interest from all sources2019-12-31$7,919
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$130,238
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$130,238
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$270,700
Participant contributions at end of year2019-12-31$111,836
Participant contributions at beginning of year2019-12-31$151,781
Other income not declared elsewhere2019-12-31$151
Administrative expenses (other) incurred2019-12-31$5,063
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,051,446
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,775,042
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,730,034
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,397,291
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,321,639
Interest on participant loans2019-12-31$7,919
Value of interest in common/collective trusts at end of year2019-12-31$265,915
Value of interest in common/collective trusts at beginning of year2019-12-31$256,614
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$757,089
Net investment gain or loss from common/collective trusts2019-12-31$6,467
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$116,055
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CROWE LLP
Accountancy firm EIN2019-12-31350921680
2018 : AMALGAMATED BANK 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$61,641
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$125,316
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$122,520
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$287,126
Value of total assets at end of year2018-12-31$4,730,034
Value of total assets at beginning of year2018-12-31$4,793,709
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,796
Total interest from all sources2018-12-31$7,286
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$111,277
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$111,277
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$287,126
Participant contributions at end of year2018-12-31$151,781
Participant contributions at beginning of year2018-12-31$144,222
Administrative expenses (other) incurred2018-12-31$2,796
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-63,675
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,730,034
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,793,709
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,321,639
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,241,045
Interest on participant loans2018-12-31$7,286
Value of interest in common/collective trusts at end of year2018-12-31$256,614
Value of interest in common/collective trusts at beginning of year2018-12-31$408,442
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-350,207
Net investment gain or loss from common/collective trusts2018-12-31$6,159
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$122,520
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31KPMG LLP
Accountancy firm EIN2018-12-31135565207
2017 : AMALGAMATED BANK 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets from this plan2017-12-31$41,674
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$908,181
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$647,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$646,276
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$295,127
Value of total assets at end of year2017-12-31$4,793,709
Value of total assets at beginning of year2017-12-31$4,574,475
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$997
Total interest from all sources2017-12-31$7,104
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$83,164
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$83,164
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$274,778
Participant contributions at end of year2017-12-31$144,222
Participant contributions at beginning of year2017-12-31$170,057
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$10,948
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$20,349
Other income not declared elsewhere2017-12-31$83
Administrative expenses (other) incurred2017-12-31$997
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$260,908
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,793,709
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,574,475
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,241,045
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,049,161
Interest on participant loans2017-12-31$7,104
Value of interest in common/collective trusts at end of year2017-12-31$408,442
Value of interest in common/collective trusts at beginning of year2017-12-31$344,309
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$515,750
Net investment gain or loss from common/collective trusts2017-12-31$6,953
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$646,276
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31KPMG LLP
Accountancy firm EIN2017-12-31135565207
2016 : AMALGAMATED BANK 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets from this plan2016-12-31$24,724
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$14,191
Total income from all sources (including contributions)2016-12-31$587,456
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$596,010
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$596,010
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$307,772
Value of total assets at end of year2016-12-31$4,574,475
Value of total assets at beginning of year2016-12-31$4,621,944
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$8,027
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$109,015
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$109,015
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$307,772
Participant contributions at end of year2016-12-31$170,057
Participant contributions at beginning of year2016-12-31$218,782
Participant contributions at end of year2016-12-31$10,948
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$14,191
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-8,554
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,574,475
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,607,753
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,049,161
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,403,162
Interest on participant loans2016-12-31$8,027
Value of interest in common/collective trusts at end of year2016-12-31$344,309
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$161,352
Net investment gain or loss from common/collective trusts2016-12-31$1,290
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$596,010
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31KPMG
Accountancy firm EIN2016-12-31135565207
2015 : AMALGAMATED BANK 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2015 401k financial data
Total transfer of assets from this plan2015-12-31$113,498
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$14,191
Total income from all sources (including contributions)2015-12-31$353,015
Total of all expenses incurred2015-12-31$315,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$278,857
Expenses. Certain deemed distributions of participant loans2015-12-31$36,895
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$324,756
Value of total assets at end of year2015-12-31$4,621,944
Value of total assets at beginning of year2015-12-31$4,683,988
Total interest from all sources2015-12-31$8,020
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$176,575
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$176,575
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$324,756
Participant contributions at end of year2015-12-31$218,782
Participant contributions at beginning of year2015-12-31$226,834
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$14,191
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$37,263
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,607,753
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,683,988
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,403,162
Interest on participant loans2015-12-31$8,020
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$4,457,154
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$4,457,154
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-156,336
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$278,857
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31KPMG
Accountancy firm EIN2015-12-31135565207
2014 : AMALGAMATED BANK 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$4,358
Total transfer of assets from this plan2014-12-31$16,927
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Expenses. Interest paid2014-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$0
Total income from all sources (including contributions)2014-12-31$612,660
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$381,825
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$367,871
Expenses. Certain deemed distributions of participant loans2014-12-31$11,094
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$363,746
Value of total assets at end of year2014-12-31$4,683,988
Value of total assets at beginning of year2014-12-31$4,465,722
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,860
Total interest from all sources2014-12-31$9,504
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$338,814
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$338,814
Assets. Real estate other than employer real property at end of year2014-12-31$0
Assets. Real estate other than employer real property at beginning of year2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$363,746
Participant contributions at end of year2014-12-31$226,834
Participant contributions at beginning of year2014-12-31$251,054
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Assets. Loans (other than to participants) at end of year2014-12-31$0
Assets. Loans (other than to participants) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$2,860
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$230,835
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,683,988
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,465,722
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$0
Assets. partnership/joint venture interests at beginning of year2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,074,443
Interest on participant loans2014-12-31$9,504
Interest earned on other investments2014-12-31$0
Income. Interest from US Government securities2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$1,140,225
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$4,457,154
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Asset value of US Government securities at end of year2014-12-31$0
Asset value of US Government securities at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-96,122
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$-3,282
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$0
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$367,871
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KPMG LLP
Accountancy firm EIN2014-12-31135565207
2013 : AMALGAMATED BANK 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$0
Total transfer of assets from this plan2013-12-31$20,336
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$844,940
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$526,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$461,407
Expenses. Certain deemed distributions of participant loans2013-12-31$60,434
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$315,211
Value of total assets at end of year2013-12-31$4,465,722
Value of total assets at beginning of year2013-12-31$4,167,616
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,657
Total interest from all sources2013-12-31$9,449
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$210,436
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$210,436
Assets. Real estate other than employer real property at end of year2013-12-31$0
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$304,822
Participant contributions at end of year2013-12-31$251,054
Participant contributions at beginning of year2013-12-31$254,713
Participant contributions at beginning of year2013-12-31$7,971
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$10,389
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$-20
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Assets. Loans (other than to participants) at end of year2013-12-31$0
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
Administrative expenses (other) incurred2013-12-31$4,657
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$318,442
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,465,722
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,167,616
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,074,443
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,574,626
Interest on participant loans2013-12-31$9,449
Interest earned on other investments2013-12-31$0
Income. Interest from US Government securities2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$1,140,225
Value of interest in common/collective trusts at beginning of year2013-12-31$1,330,306
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$329,597
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$-19,753
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$0
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$461,427
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KPMG LLP
Accountancy firm EIN2013-12-31135565207
2012 : AMALGAMATED BANK 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$0
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$212,253
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Expenses. Interest paid2012-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$0
Total income from all sources (including contributions)2012-12-31$606,630
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$151,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$148,285
Expenses. Certain deemed distributions of participant loans2012-12-31$1,272
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$312,206
Value of total assets at end of year2012-12-31$4,167,616
Value of total assets at beginning of year2012-12-31$3,924,871
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,075
Total interest from all sources2012-12-31$7,109
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$76,532
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$76,532
Assets. Real estate other than employer real property at end of year2012-12-31$0
Assets. Real estate other than employer real property at beginning of year2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$302,206
Participant contributions at end of year2012-12-31$254,713
Participant contributions at beginning of year2012-12-31$223,563
Participant contributions at end of year2012-12-31$7,971
Participant contributions at beginning of year2012-12-31$5,872
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$10,000
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$-1,841
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Assets. Loans (other than to participants) at end of year2012-12-31$0
Assets. Loans (other than to participants) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$2,075
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$454,998
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,167,616
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,924,871
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at end of year2012-12-31$0
Assets. partnership/joint venture interests at beginning of year2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,574,626
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,384,115
Value of interest in pooled separate accounts at end of year2012-12-31$0
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Interest on participant loans2012-12-31$7,109
Interest earned on other investments2012-12-31$0
Income. Interest from US Government securities2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$1,330,306
Value of interest in common/collective trusts at beginning of year2012-12-31$1,309,479
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,842
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,842
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Asset value of US Government securities at end of year2012-12-31$0
Asset value of US Government securities at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$215,605
Net investment gain/loss from pooled separate accounts2012-12-31$0
Net investment gain or loss from common/collective trusts2012-12-31$-4,822
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$0
Assets. Invements in employer securities at beginning of year2012-12-31$0
Contributions received in cash from employer2012-12-31$0
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$150,126
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$0
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KPMG LLP
Accountancy firm EIN2012-12-31135565207
2011 : AMALGAMATED BANK 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$12,276
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Expenses. Interest paid2011-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$0
Total income from all sources (including contributions)2011-12-31$307,562
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$299,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$273,192
Expenses. Certain deemed distributions of participant loans2011-12-31$22,172
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$356,612
Value of total assets at end of year2011-12-31$3,924,871
Value of total assets at beginning of year2011-12-31$3,928,620
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,671
Total interest from all sources2011-12-31$8,936
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$76,544
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$76,544
Assets. Real estate other than employer real property at end of year2011-12-31$0
Assets. Real estate other than employer real property at beginning of year2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$349,628
Participant contributions at end of year2011-12-31$223,563
Participant contributions at beginning of year2011-12-31$178,239
Participant contributions at end of year2011-12-31$5,872
Participant contributions at beginning of year2011-12-31$6,888
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$6,984
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Assets. Loans (other than to participants) at end of year2011-12-31$0
Assets. Loans (other than to participants) at beginning of year2011-12-31$0
Administrative expenses (other) incurred2011-12-31$3,671
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$8,527
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,924,871
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,928,620
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at end of year2011-12-31$0
Assets. partnership/joint venture interests at beginning of year2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,384,115
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,518,315
Value of interest in pooled separate accounts at end of year2011-12-31$0
Value of interest in pooled separate accounts at beginning of year2011-12-31$0
Interest on participant loans2011-12-31$8,935
Interest earned on other investments2011-12-31$0
Income. Interest from US Government securities2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$1,309,479
Value of interest in common/collective trusts at beginning of year2011-12-31$1,218,822
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,842
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$6,356
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$6,356
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1
Asset value of US Government securities at end of year2011-12-31$0
Asset value of US Government securities at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-162,387
Net investment gain/loss from pooled separate accounts2011-12-31$0
Net investment gain or loss from common/collective trusts2011-12-31$27,857
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$0
Assets. Invements in employer securities at beginning of year2011-12-31$0
Contributions received in cash from employer2011-12-31$0
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$273,192
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31GRANT THORNTON LLP
Accountancy firm EIN2011-12-31366055558
2010 : AMALGAMATED BANK 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$731,845
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$438,288
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$422,723
Expenses. Certain deemed distributions of participant loans2010-12-31$13,095
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$385,093
Value of total assets at end of year2010-12-31$3,928,620
Value of total assets at beginning of year2010-12-31$3,635,063
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,470
Total interest from all sources2010-12-31$9,308
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$69,153
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$69,153
Assets. Real estate other than employer real property at end of year2010-12-31$0
Assets. Real estate other than employer real property at beginning of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$375,028
Participant contributions at end of year2010-12-31$178,239
Participant contributions at beginning of year2010-12-31$161,570
Participant contributions at end of year2010-12-31$6,888
Participant contributions at beginning of year2010-12-31$5,712
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$10,065
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Assets. Loans (other than to participants) at end of year2010-12-31$0
Assets. Loans (other than to participants) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$-30,075
Administrative expenses (other) incurred2010-12-31$2,470
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$293,557
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,928,620
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,635,063
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$0
Assets. partnership/joint venture interests at beginning of year2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,518,315
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,161,774
Value of interest in pooled separate accounts at end of year2010-12-31$0
Value of interest in pooled separate accounts at beginning of year2010-12-31$0
Interest on participant loans2010-12-31$9,307
Interest earned on other investments2010-12-31$0
Income. Interest from US Government securities2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$1,218,822
Value of interest in common/collective trusts at beginning of year2010-12-31$1,304,167
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$6,356
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,840
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,840
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1
Asset value of US Government securities at end of year2010-12-31$0
Asset value of US Government securities at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$278,420
Net investment gain/loss from pooled separate accounts2010-12-31$0
Net investment gain or loss from common/collective trusts2010-12-31$19,946
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$0
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$422,723
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31GRANT THORNTON LLP
Accountancy firm EIN2010-12-31366055558

Form 5500 Responses for AMALGAMATED BANK 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES

2022: AMALGAMATED BANK 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: AMALGAMATED BANK 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AMALGAMATED BANK 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AMALGAMATED BANK 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: AMALGAMATED BANK 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: AMALGAMATED BANK 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: AMALGAMATED BANK 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: AMALGAMATED BANK 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: AMALGAMATED BANK 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: AMALGAMATED BANK 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: AMALGAMATED BANK 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: AMALGAMATED BANK 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: AMALGAMATED BANK 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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