AMALGAMATED BANK OF CHICAGO has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan AMALGATRUST BENEFITS INVESTMENT TRUST FOR EMPLOYEE BENEFIT-EQUITY INDEX FUND
| Measure | Date | Value |
|---|
| 2013 : AMALGATRUST BENEFITS INVESTMENT TRUST FOR EMPLOYEE BENEFIT-EQUITY INDEX FUND 2013 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
| Total transfer of assets from this plan | 2013-12-31 | $52,699,363 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $10,034 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $9,922 |
| Total income from all sources (including contributions) | 2013-12-31 | $4,521,536 |
| Total loss/gain on sale of assets | 2013-12-31 | $4,521,536 |
| Total of all expenses incurred | 2013-12-31 | $10,034 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $0 |
| Value of total assets at end of year | 2013-12-31 | $10,034 |
| Value of total assets at beginning of year | 2013-12-31 | $48,197,783 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $10,034 |
| Total interest from all sources | 2013-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
| Administrative expenses professional fees incurred | 2013-12-31 | $10,034 |
| Value of net income/loss | 2013-12-31 | $4,511,502 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $48,187,861 |
| Value of interest in common/collective trusts at end of year | 2013-12-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $48,197,783 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $10,034 |
| Aggregate proceeds on sale of assets | 2013-12-31 | $18,623,423 |
| Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $14,101,887 |
| Liabilities. Value of acquisition indebtedness at end of year | 2013-12-31 | $10,034 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2013-12-31 | $9,922 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
| Accountancy firm name | 2013-12-31 | KPMG LLP |
| Accountancy firm EIN | 2013-12-31 | 135565207 |
| 2012 : AMALGATRUST BENEFITS INVESTMENT TRUST FOR EMPLOYEE BENEFIT-EQUITY INDEX FUND 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $6,063,819 |
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $6,063,819 |
| Total transfer of assets from this plan | 2012-12-31 | $3,725,864 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $9,922 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $9,929 |
| Total income from all sources (including contributions) | 2012-12-31 | $7,027,953 |
| Total loss/gain on sale of assets | 2012-12-31 | $964,134 |
| Total of all expenses incurred | 2012-12-31 | $9,969 |
| Value of total assets at end of year | 2012-12-31 | $48,197,783 |
| Value of total assets at beginning of year | 2012-12-31 | $44,905,670 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $9,969 |
| Administrative expenses professional fees incurred | 2012-12-31 | $9,969 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $9,922 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $9,929 |
| Value of net income/loss | 2012-12-31 | $7,017,984 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $48,187,861 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $44,895,741 |
| Value of interest in common/collective trusts at end of year | 2012-12-31 | $48,197,783 |
| Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $44,905,670 |
| Aggregate proceeds on sale of assets | 2012-12-31 | $3,735,840 |
| Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $2,771,706 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
| Accountancy firm name | 2012-12-31 | KPMG LLP |
| Accountancy firm EIN | 2012-12-31 | 135565207 |
| 2011 : AMALGATRUST BENEFITS INVESTMENT TRUST FOR EMPLOYEE BENEFIT-EQUITY INDEX FUND 2011 401k financial data |
|---|
| Total transfer of assets from this plan | 2011-12-31 | $12,627,409 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $9,969 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $9,570 |
| Total income from all sources (including contributions) | 2011-12-31 | $1,315,669 |
| Total loss/gain on sale of assets | 2011-12-31 | $2,348,889 |
| Total of all expenses incurred | 2011-12-31 | $9,969 |
| Value of total assets at end of year | 2011-12-31 | $44,905,710 |
| Value of total assets at beginning of year | 2011-12-31 | $56,227,020 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $9,969 |
| Administrative expenses professional fees incurred | 2011-12-31 | $9,969 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $9,969 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $9,570 |
| Total non interest bearing cash at end of year | 2011-12-31 | $40 |
| Value of net income/loss | 2011-12-31 | $1,305,700 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $44,895,741 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $56,217,450 |
| Value of interest in common/collective trusts at end of year | 2011-12-31 | $44,905,670 |
| Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $56,227,020 |
| Net investment gain or loss from common/collective trusts | 2011-12-31 | $-1,033,220 |
| Aggregate proceeds on sale of assets | 2011-12-31 | $12,636,985 |
| Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $10,288,096 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
| Accountancy firm name | 2011-12-31 | KPMG LLP |
| Accountancy firm EIN | 2011-12-31 | 135565207 |
| 2010 : AMALGATRUST BENEFITS INVESTMENT TRUST FOR EMPLOYEE BENEFIT-EQUITY INDEX FUND 2010 401k financial data |
|---|
| Total transfer of assets from this plan | 2010-12-31 | $3,529,261 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $9,570 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $9,370 |
| Total income from all sources (including contributions) | 2010-12-31 | $7,377,863 |
| Total loss/gain on sale of assets | 2010-12-31 | $108,083 |
| Total of all expenses incurred | 2010-12-31 | $9,570 |
| Value of total assets at end of year | 2010-12-31 | $56,227,020 |
| Value of total assets at beginning of year | 2010-12-31 | $52,387,788 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $9,570 |
| Administrative expenses professional fees incurred | 2010-12-31 | $9,570 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $9,570 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $9,370 |
| Value of net income/loss | 2010-12-31 | $7,368,293 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $56,217,450 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $52,378,418 |
| Value of interest in common/collective trusts at end of year | 2010-12-31 | $56,227,020 |
| Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $52,387,788 |
| Net investment gain or loss from common/collective trusts | 2010-12-31 | $7,269,780 |
| Aggregate proceeds on sale of assets | 2010-12-31 | $3,538,636 |
| Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $3,430,553 |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
| Accountancy firm name | 2010-12-31 | KPMG LLP |
| Accountancy firm EIN | 2010-12-31 | 135565207 |
| 2013: AMALGATRUST BENEFITS INVESTMENT TRUST FOR EMPLOYEE BENEFIT-EQUITY INDEX FUND 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | Yes |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2012: AMALGATRUST BENEFITS INVESTMENT TRUST FOR EMPLOYEE BENEFIT-EQUITY INDEX FUND 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2011: AMALGATRUST BENEFITS INVESTMENT TRUST FOR EMPLOYEE BENEFIT-EQUITY INDEX FUND 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2010: AMALGATRUST BENEFITS INVESTMENT TRUST FOR EMPLOYEE BENEFIT-EQUITY INDEX FUND 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2009: AMALGATRUST BENEFITS INVESTMENT TRUST FOR EMPLOYEE BENEFIT-EQUITY INDEX FUND 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
