Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Amalgamated Bank of Chicago
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
For plan year 2024, 55 retirement plans with 100 or more participants reported paying Amalgamated Bank of Chicago $5,000 or more. Those plans cover 284,065 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $4.4M. Per plan, the median was $17.16 per participant, with the middle half of plans between $4.80 and $25.30. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Illinois (31), New York (6) and New Jersey (4).
In 2009 it appeared on 30 such filings; in 2024, 66. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $4.80 | $17.16 | $25.30 |
| Compensation as a share of plan net assets | 0.01% | 0.01% | 0.03% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Pension Trust Fund for Operating Engineers | Board of Trustees, Pension Trust Fund for Operating | CA | 45,574 | $5.40B | $540K |
| Mid-America Carpenters Regional Council Pension Fund | Board of Trustees of Mid-America Carpenters Regional Council Pension F | IL | 37,623 | $6.30B | $779K |
| Midwest Operating Engineers Pension Trust Fund | Trustees of the Midwest Operating Engineers Pension Trust Fund | IL | 31,707 | $5.77B | $1.2M |
| SEIU Local 1 & Participating Employers Pension Trust | Trustees of SEIU Local 1 & Participating Employers Pension Trust | IL | 23,447 | $773M | $32K |
| Ironworkers National Pension Plan | Ironworkers National Pension Plan Board of Trustees | IL | 13,533 | $502M | $287K |
| Pipe Fitters Association L.U. 597, U.A. 401(k) Pla | Trustees of Pipe Fitters Association Local 597 | IL | 11,439 | $2.49B | $9,704 |
| Iron Workers' Mid-America Pension Plan | Board of Trustees of Iw Mid-America Pension Plan | IL | 9,805 | $998M | $38K |
| Local No. 1 Pension Trust Fund | Trustees of Local 1 Pension Fund | IL | 9,289 | $346M | $49K |
| Iron Workers District Council of So Oh & Vicinity Pension Trust | Iron Workers District Council of Southern Ohio & Vicinity | OH | 8,620 | $1.16B | $148K |
| Teamsters Union No. 142 Pension Fund | Trustees of Teamsters Union No. 142 Pension Fund | IN | 6,610 | $637M | $122K |
| Teamsters Local Union No. 727 Pension Plan | Board of Trustees of Teamsters Local Union No. 727 Pension Plan | IL | 6,526 | $606M | $24K |
| Plumbers' Retirement Savings Fund, Local 130, U.A. | Board of Trustees for the Plumber's Retirement Savings Fund, Local 130 | IL | 6,158 | $448M | $2,529 |
| Iron Workers St. Louis District Council Pension Trust | Board of Trustees of Iron Workers St. Louis District Council Pension | MO | 5,242 | $712M | $133K |
| United Brotherhood of Carpenters Pension Fund United States Segment | United Brotherhood of Carpenters Pension Fund | NV | 4,562 | $1.07B | $78K |
| AFL-CIO Staff Retirement Plan | AFL-CIO Staff Retirement Plan Congress of Industrial Organizations | DC | 4,555 | $775M | $48K |
| Laborers Local 57 Industrial Pension Plan | Trustees of Laborers Local 57 Industrial Pension | PA | 4,325 | $338M | $146K |
| Roofers Pension Fund | Board of Trustees of Roofers Pension Fund | IL | 4,154 | $529M | $7,623 |
| Local 743 Severance and Retirement Plan | Trustees of Local 743 Ib of T | IL | 3,071 | $14.6M | $13K |
| Transportation Communications Union Pension Fund | Trustees of Transportation Comm International Union Pension Fund | NJ | 2,895 | $69.5M | $16K |
| Teamsters Employers Local 945 Pension Fund | Board of Trustees Teamsters Local 945 Pension Fund | NJ | 2,668 | $99.9M | $18K |
| Chicago Area Ib of T Pension Trust Fund | Board of Trustees of Chicago Area Ib of T Pension Trust Fund | IL | 2,586 | $372M | $9,965 |
| International Association Pension Plan | Board of Trustees, International Association Pension Plan | IL | 2,450 | $401M | $48K |
| Newspaper and Mail Deliverers' Publishers' Pension Fund | Board of Trustees of Newspaper and Mail Deliverers' Publishers' Pensio | NY | 2,314 | $118M | $53K |
| Stagehands Local Two Annuity Plan | Board of Trustees - Stagehands Local Two | IL | 2,234 | $105M | $3,940 |
| Arch. Ironworkers Local 63 DC Pension Trust | Board of Trustees-Local 63 Defined Contribution Pension Fund | IL | 2,159 | $338M | $9,538 |
| Beer Industry - Local Union No. 703 Pension Fund | Beer Industry - Local Union No. 703 Pension Fund Trustees | IL | 2,061 | $125M | $6,089 |
| I.B.E.W. Local 769 Management Pension Plan a | Board of Trustees I.B.E.W. Local 769 MGMT Pension Plan a | MI | 1,963 | $228M | $0 |
| Pension Fund of Make-Up Artists & Hair Stylists Union - Local 798 - IATSE | Board of Trustees of Pension Fund of Makeup Artists & Hair Stylists | CA | 1,879 | $172M | $21K |
| Stagehands Local Two Retirement Plan | BD of Trustees Stagehands Local | IL | 1,688 | $156M | $8,110 |
| Local No 731 Excavators and Pavers Pension Trust Fund | Trustee of Excv & PVRS Local 731 Pension Trust Fund | IL | 1,614 | $207M | $24K |
| Local 703, I.b of T., Grocery & Food Employees' Pension Plan | Trustees of Local 703, I.B. of T., Grocery & Food Employees' Pension P | IL | 1,498 | $170M | $68K |
| UFCW Local 2013 Pension Plan | Board of Trustees UFCW Local 2013 Pension Fund | NY | 1,491 | $171K | $21K |
| Chicago Tile Institute Pension Fund | Board of Trustees - Chicago Tile Institute Pension Fund | IL | 1,459 | $173M | $15K |
| Teamsters Local 469 Pension Plan | Trustees of Teamsters Local No. 469 Pension Fund | NJ | 1,401 | $163M | $38K |
| IBEW Local 531 & Neca Pension Plan | Trustees of IBEW Local 531 & Neca Pension Plan | IN | 1,141 | $137M | $11K |
| Teamsters Local 727 Trade Show 401(k) Plan | Board of Trustees of Teamsters Local 727 | IL | 1,127 | $19.9M | $3,062 |
| Plumbers & Pipefitters Local 172 Pension Fund | Trustees of Plumbers & Pipefitters Local 172 Pension Fund | IL | 1,068 | $155M | $17K |
| Liquor Salesmens Union Local 2 Pension Fund | Board of Trustees of the Liquor Salesmens Union Local 2 Pension Fund | NY | 1,053 | $78.5M | $6,388 |
| Rockford Pipe Trades Industry Pension Fund | Board of Trustees of the Rockford Pipe Trades Industry Pension Fund | IL | 1,029 | $229M | $20K |
| Glaziers Union Local No. 27 Pension & Retirement P | Glaziers Union Local No. 27 Pension & Retirement Plan Trustees | IL | 998 | $195M | $89K |
Questions and answers
How many plans does Amalgamated Bank of Chicago serve?
55 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Amalgamated Bank of Chicago?
The median plan reported $17.16 per participant in direct and indirect compensation (53 plans reporting an amount), or 0.01% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Custodial (securities) (31 plans), Investment management (23 plans), Trustee (bank, trust company, or similar financial institution) (4 plans) and Custodial (other than securities) (3 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.