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 FUNDS-EQUIYTY FUND
| Measure | Date | Value |
|---|
| 2016 : AMALGATRUST BENEFITS INVESTMENT TRUST FOR EMPLOYEE BENEFIT FUNDS-EQUIYTY FUND 2016 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $-2,570,174 |
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $-2,570,174 |
| Total transfer of assets from this plan | 2016-12-31 | $22,435,429 |
| 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 | $15,881 |
| Total income from all sources (including contributions) | 2016-12-31 | $641,192 |
| Total loss/gain on sale of assets | 2016-12-31 | $2,967,183 |
| Total of all expenses incurred | 2016-12-31 | $14,624 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $0 |
| Value of total assets at end of year | 2016-12-31 | $0 |
| Value of total assets at beginning of year | 2016-12-31 | $21,824,742 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $14,624 |
| Total interest from all sources | 2016-12-31 | $23,310 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $220,873 |
| Administrative expenses professional fees incurred | 2016-12-31 | $14,624 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $28,898 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $15,881 |
| Value of net income/loss | 2016-12-31 | $626,568 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $21,808,861 |
| Interest earned on other investments | 2016-12-31 | $22,985 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $449,017 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $449,017 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $325 |
| Income. Dividends from common stock | 2016-12-31 | $220,873 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2016-12-31 | $0 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $21,346,827 |
| Aggregate proceeds on sale of assets | 2016-12-31 | $2,967,183 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
| Accountancy firm name | 2016-12-31 | RSM US LLP |
| Accountancy firm EIN | 2016-12-31 | 420714325 |
| 2015 : AMALGATRUST BENEFITS INVESTMENT TRUST FOR EMPLOYEE BENEFIT FUNDS-EQUIYTY FUND 2015 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-2,944,908 |
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-2,944,908 |
| Total transfer of assets from this plan | 2015-12-31 | $5,502,405 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $15,881 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $34,323 |
| Total income from all sources (including contributions) | 2015-12-31 | $289,790 |
| Total loss/gain on sale of assets | 2015-12-31 | $2,872,484 |
| Total of all expenses incurred | 2015-12-31 | $18,076 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $0 |
| Value of total assets at end of year | 2015-12-31 | $21,824,742 |
| Value of total assets at beginning of year | 2015-12-31 | $27,073,875 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $18,076 |
| Total interest from all sources | 2015-12-31 | $14,356 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $347,858 |
| Administrative expenses professional fees incurred | 2015-12-31 | $18,076 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $28,898 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $172,235 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $15,881 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $13,515 |
| Value of net income/loss | 2015-12-31 | $271,714 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $21,808,861 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $27,039,552 |
| Interest earned on other investments | 2015-12-31 | $14,045 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $449,017 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $684,628 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $684,628 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $311 |
| Income. Dividends from common stock | 2015-12-31 | $347,858 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2015-12-31 | $21,346,827 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-12-31 | $26,217,012 |
| Aggregate proceeds on sale of assets | 2015-12-31 | $2,872,484 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2015-12-31 | $20,808 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
| Accountancy firm name | 2015-12-31 | MCGLADREY LLP |
| Accountancy firm EIN | 2015-12-31 | 420714325 |
| 2014 : AMALGATRUST BENEFITS INVESTMENT TRUST FOR EMPLOYEE BENEFIT FUNDS-EQUIYTY FUND 2014 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $-2,370,355 |
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $-2,370,355 |
| Total transfer of assets from this plan | 2014-12-31 | $6,640,000 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $34,323 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $11,518 |
| Total income from all sources (including contributions) | 2014-12-31 | $3,099,300 |
| Total loss/gain on sale of assets | 2014-12-31 | $5,061,401 |
| Total of all expenses incurred | 2014-12-31 | $13,515 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $0 |
| Value of total assets at end of year | 2014-12-31 | $27,073,875 |
| Value of total assets at beginning of year | 2014-12-31 | $30,605,285 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $13,515 |
| Total interest from all sources | 2014-12-31 | $18,050 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $390,204 |
| Administrative expenses professional fees incurred | 2014-12-31 | $13,515 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $172,235 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $33,320 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $13,515 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $11,518 |
| Value of net income/loss | 2014-12-31 | $3,085,785 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $27,039,552 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $30,593,767 |
| Interest earned on other investments | 2014-12-31 | $17,933 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $684,628 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $692,732 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $692,732 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $117 |
| Income. Dividends from common stock | 2014-12-31 | $390,204 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $26,217,012 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $29,879,233 |
| Aggregate proceeds on sale of assets | 2014-12-31 | $5,061,401 |
| Liabilities. Value of acquisition indebtedness at end of year | 2014-12-31 | $20,808 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
| Accountancy firm name | 2014-12-31 | MCGLADREY LLP |
| Accountancy firm EIN | 2014-12-31 | 420714325 |
| 2013 : AMALGATRUST BENEFITS INVESTMENT TRUST FOR EMPLOYEE BENEFIT FUNDS-EQUIYTY FUND 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $3,206,572 |
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $3,206,572 |
| Total transfer of assets from this plan | 2013-12-31 | $1,745,000 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $11,518 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $82,420 |
| Total income from all sources (including contributions) | 2013-12-31 | $8,265,805 |
| Total loss/gain on sale of assets | 2013-12-31 | $4,556,987 |
| Total of all expenses incurred | 2013-12-31 | $11,518 |
| 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 | $30,605,285 |
| Value of total assets at beginning of year | 2013-12-31 | $24,166,900 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $11,518 |
| Total interest from all sources | 2013-12-31 | $90,692 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $411,554 |
| Administrative expenses professional fees incurred | 2013-12-31 | $11,518 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $33,320 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $22,102 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $11,518 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $10,633 |
| Value of net income/loss | 2013-12-31 | $8,254,287 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $30,593,767 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $24,084,480 |
| Interest earned on other investments | 2013-12-31 | $90,470 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $692,732 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $890,164 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $890,164 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $222 |
| Income. Dividends from common stock | 2013-12-31 | $411,554 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $29,879,233 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $23,254,634 |
| Aggregate proceeds on sale of assets | 2013-12-31 | $4,556,987 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2013-12-31 | $71,787 |
| 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 FUNDS-EQUIYTY FUND 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $-4,073,711 |
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $-4,073,711 |
| Total transfer of assets to this plan | 2012-12-31 | $700,000 |
| Total transfer of assets from this plan | 2012-12-31 | $53,220,145 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $82,420 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $10,633 |
| Total income from all sources (including contributions) | 2012-12-31 | $9,999,986 |
| Total loss/gain on sale of assets | 2012-12-31 | $3,969,312 |
| Total of all expenses incurred | 2012-12-31 | $10,633 |
| Value of total assets at end of year | 2012-12-31 | $24,166,900 |
| Value of total assets at beginning of year | 2012-12-31 | $66,625,905 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $10,633 |
| Total interest from all sources | 2012-12-31 | $8,054 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $779,805 |
| Administrative expenses professional fees incurred | 2012-12-31 | $10,633 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $22,102 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $511,486 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $10,633 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $10,633 |
| Value of net income/loss | 2012-12-31 | $9,989,353 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $24,084,480 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $66,615,272 |
| Interest earned on other investments | 2012-12-31 | $6,719 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $890,164 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $849,944 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $849,944 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $1,335 |
| Net investment gain or loss from common/collective trusts | 2012-12-31 | $9,316,526 |
| Income. Dividends from common stock | 2012-12-31 | $779,805 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $23,254,634 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $65,264,475 |
| Aggregate proceeds on sale of assets | 2012-12-31 | $45,141,885 |
| Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $41,172,573 |
| Liabilities. Value of acquisition indebtedness at end of year | 2012-12-31 | $71,787 |
| 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 |
