TY 2023 Form 990

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)
(1) RICHARD ELLIS...................................................................... TRUSTEE	1.00 ................. 1.00	X	0	0	0
(2) JOHN FOWLER...................................................................... TRUSTEE	1.00 ................. 1.00	X	0	0	0
(3) LYNNE FOX...................................................................... TRUSTEE	1.00 ................. 40.00	X	0	223,864	42,068
(4) KATHY HANSHEW...................................................................... TRUSTEE	1.00 ................. 1.00	X	0	156,859	49,463
(5) JEAN HERVEY...................................................................... TRUSTEE	1.00 ................. 1.00	X	0	0	0
(6) JULIE KELLY...................................................................... TRUSTEE	1.00 ................. 40.00	X	0	143,430	20,808
(7) ROBERT KOVACS...................................................................... TRUSTEE	1.00 ................. 1.00	X	0	0	0
(8) DAVID MELMAN...................................................................... TRUSTEE	1.00 ................. 40.00	X	0	154,808	48,842
(9) HOMI B PATEL...................................................................... TRUSTEE	1.00 ................. 1.00	X	0	0	0
(10) WARREN PEPICELLI...................................................................... TRUSTEE	1.00 ................. 40.00	X	0	159,226	63,139
(11) EDGAR ROMNEY...................................................................... TRUSTEE	1.00 ................. 40.00	X	0	64,024	34,445
(12) RICHARD RUMELT...................................................................... TRUSTEE	1.00 ................. 1.00	X	0	0	0
(13) STEVEN E THOMAS...................................................................... TRUSTEE	1.00 ................. 1.00	X	0	0	0
(14) PATRICK JONES SR...................................................................... TRUSTEE	1.00 ................. 1.00	X	0	100,620	39,136
(15) MARIA RIVERA...................................................................... TRUSTEE	1.00 ................. 1.00	X	0	101,661	0
(16) CHRIS BAUMANN...................................................................... TRUSTEE	1.00 ................. 1.00	X	0	122,035	0

(A) Name and business address	(B) Description of services	(C) Compensation
AMALGAMATED EMPLOYEE BENEFITS ADMINISTRA 333 WESTCHESTER AVENUE WHITE PLAINS,NY10604	ADMINISTRATION	32,150,151
EMPIRE HEALTHCHOICE ASSURANCE INC 2015 STAPLES WILL ROAD RICHMOND,VA23230	CLAIMS PROCESSING	3,134,603
ANTHEM BLUE CROSS BLUE SHIELD 4361 IRVIN SIMPSON ROAD MASON,OH45040	CLAIMS PROCESSING	2,994,437
EMPIRE BLUE CROSS BLUE SHIELD OF MASSACH PO BOX 4184 BOSTON,MA02211	CLAIMS PROCESSING	2,098,243
AMALGAMATED MEDICAL CARE MANAGEMENT INC 333 WESTCHESTER AVENUE WHITE PLAINS,NY10604	ADMINISTRATOR	2,087,205
2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 10

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
right arrow

Attach to Form 990.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2022

Open to Public Inspection

Name of the organization

AMALGAMATED NATIONAL HEALTH FUND

Employer identification number

27-4411485

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after July 25, 2006, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow

Number of states where property subject to conservation easement is located right arrow

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... right arrow

(ii)

Assets included in Form 990, Part X ............................... right arrow

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... right arrow

Assets included in Form 990, Part X ............................... right arrow

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2022

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....
b	Contributions ...
c	Net investment earnings, gains, and losses
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....
g	End of year balance ......

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment right arrow

Permanent endowment right arrow

Term endowment right arrow

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....
b	Buildings ....
c	Leasehold improvements
d	Equipment ....
e	Other .....
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..		0

Schedule D (Form 990) 2022

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3) Other (A) HEDGE FUND OF FUNDS	13,043,525	F
(B) LIMITED PARTNERSHIP	2,841,752	F
(C) HOUSING INVESTMENT TRUST	3,053,526	F
(D) COMMON COLLECTIVE TRUST	21,256,905	F
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)	40,195,708

Part VIII

Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value
(1)NET ASSETS HELD IN LEGACY PLAN OF NATIONAL RETIREMENT FUND				5,938,370
(2)SECURITY DEPOSITS				120,562
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........				6,058,932

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
BENEFIT OBLIGATION TO PARTICIPANT	32,365,907
CASH OVERDRAFT	675,788
DUE TO RELATED PARTIES	1,459,700
MISCELLANEOUS LIABILITIES	28,645
DUE TO BROKER FOR SECURITIES PURCHASED	10,790




Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	34,540,830
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2022

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	192,129,507
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	3,193,870
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ...........	2d
e	Add lines 2a through 2d .....................			2e	3,193,870
3	Subtract line 2e from line 1..................			3	188,935,637
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a	143,425
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................			4c	143,425
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	189,079,062

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........			1	191,173,352
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ...........	2d	-542,615
e	Add lines 2a through 2d....................			2e	-542,615
3	Subtract line 2e from line 1...................			3	191,715,967
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a	143,425
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b.....................			4c	143,425
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	191,859,392

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
PART X, LINE 2:	ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE U.S. FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, FUND TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE FUND.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	CHANGE IN BENEFIT OBLIGATION -542,615.

Return Reference

Explanation

PART X, LINE 2:

ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE U.S. FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, FUND TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE FUND.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

CHANGE IN BENEFIT OBLIGATION -542,615.

Schedule D (Form 990) 2022

Additional Data

Software ID:
Software Version:

- TIN:

Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic

Attach to Form 990.
medium right arrow graphic

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

AMALGAMATED NATIONAL HEALTH FUND

Employer identification number

27-4411485

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? .............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2023

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1LYNNE FOX TRUSTEE	(i) (ii)	0 ------------- 223,864	0 ------------- 0	0 ------------- 0	0 ------------- 33,318	0 ------------- 8,750	0 ------------- 265,932	0 ------------- 0
2WARREN PEPICELLI TRUSTEE	(i) (ii)	0 ------------- 159,226	0 ------------- 0	0 ------------- 0	0 ------------- 24,680	0 ------------- 38,459	0 ------------- 222,365	0 ------------- 0
3KATHY HANSHEW TRUSTEE	(i) (ii)	0 ------------- 156,859	0 ------------- 0	0 ------------- 0	0 ------------- 23,250	0 ------------- 26,213	0 ------------- 206,322	0 ------------- 0
4DAVID MELMAN TRUSTEE	(i) (ii)	0 ------------- 154,808	0 ------------- 0	0 ------------- 0	0 ------------- 22,441	0 ------------- 26,401	0 ------------- 203,650	0 ------------- 0
5JULIE KELLY TRUSTEE	(i) (ii)	0 ------------- 143,430	0 ------------- 0	0 ------------- 0	0 ------------- 0	0 ------------- 20,808	0 ------------- 164,238	0 ------------- 0

Schedule J (Form 990) 2023

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference	Explanation

Schedule J (Form 990) 2023

Additional Data

Software ID:
Software Version:

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Schedule L
(Form 990)

Department of the Treasury
Internal Revenue Service

Transactions with Interested Persons

Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
Attach to Form 990 or Form 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

AMALGAMATED NATIONAL HEALTH FUND

Employer identification number

27-4411485

Part I

Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and section 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.

1(a) Name of disqualified person	(c) Description of transaction	(d) Corrected?
1(a) Name of disqualified person	(c) Description of transaction	Yes	No

Enter the amount of tax incurred by the organization managers or disqualified persons during the year under section 4958. ........................... $

Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ $

Part II

Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22

(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	(d) Loan to or from the organization?		(e) Original principal amount	(f) Balance due	(g) In default?		(h) Approved by board or committee?		(i) Written agreement?
(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	To	From	(e) Original principal amount	(f) Balance due	Yes	No	Yes	No	Yes	No




Total ............... $

Part III

Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.

(a) Name of interested person	(b) Relationship between interested person and the organization	(c) Amount of assistance	(d) Type of assistance	(e) Purpose of assistance

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 50056A

Schedule L (Form 990) 2023

Page 2

Part IV

Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.

(a) Name of interested person	(b) Relationship between interested person and the organization	(c) Amount of transaction	(d) Description of transaction	(e) Sharing of organization's revenues?
(a) Name of interested person		(c) Amount of transaction	(d) Description of transaction	Yes	No
(1) AMALGAMATED BANK OF NY	COMMON TRUSTEE/DIRECTOR	95,491	CUSTODIAL INVSTMT MGT		No
(2) AMALGAMATED EMPLOYEE BENEFITS ADMINISTRATORS INC	COMMON TRUSTEE/DIRECTOR	28,537,000	FUND ADMINISTRATION		No
(3) AMALGAMATED EMPLOYEE BENEFITS ADMINISTRATORS INC	COMMON TRUSTEE/DIRECTOR	3,613,151	THIRD PARTY ADMINISTRATION		No
(4) AMALGAMATED LIFE INSURANCE COMPANY	COMMON TRUSTEE/DIRECTOR	2,659,480	LIFE INSURANCE/DISAB		No
(5) AMALGAMTED MEDICAL CARE MANAGEMENT INC	COMMON TRUSTEE/DIRECTOR	2,087,205	THIRD PARTY ADMINISTRATION		No
(6) CHICAGO & MIDWEST REG JT BD	COMMON TRUSTEE/DIRECTOR	120,577	REIMBURSEMENT FOR SERVICES		No
(7) CONSOLIDATED RETIREMENT FD	COMMON TRUSTEE/DIRECTOR	28,320	REIMB-RETIREE OPT OUT		No
(8) LEGACY PLAN OF THE NRF	COMMON TRUSTEE/DIRECTOR	2,930,104	REIMBURSE EXP AND CONTRIBUTIONS		No
(9) MID-ATLANTIC REG JT BD	COMMON TRUSTEE/DIRECTOR	7,074	REIMBURSEMENT FOR SERVICES		No
(10) NYNJ REGIONAL JT BOARD	COMMON TRUSTEE/DIRECTOR	63,362	REIMBURSEMENT FOR SERVICES		No
(11) PENNSYLVANIA JOINT BOARD	COMMON TRUSTEE/DIRECTOR	53,074	REIMBURSEMENT FOR SERVICES		No
(12) SIDNEY HILLMAN CENTER	COMMON TRUSTEE/DIRECTOR	143,202	MEDICAL SERVICES		No
(13) SOUTHERN REGIONAL JT BD	COMMON TRUSTEE/DIRECTOR	108,615	REIMBURSEMENT FOR SERVICES		No
(14) SOUTHWEST REGIONAL JT BD	COMMON TRUSTEE/DIRECTOR	7,110	REIMBURSEMENT FOR SERVICES		No
(15) UNION HEALTH CENTER INC	COMMON TRUSTEE/DIRECTOR	18,015	MEDICAL SERVICES		No
(16) WESTERN STATE REGIONAL JOINT BOARD	COMMON TRUSTEE/DIRECTOR	43,925	REIMBURSEMENT FOR SERVICES		No
(17) WORKERS UNITED	COMMON TRUSTEE/DIRECTOR	16,923	REIMBURSEMENT FOR SERVICES		No
(18) AMALGAMATED EMPLOYEE BENEFITS ADMINISTRATORS INC	COMMON TRUSTEE/DIRECTOR	4,842	REIMBURSEMENT EXPENSE		No
(19) ALICO	COMMON TRUSTEE/DIRECTOR	2,016,414	CONTRIBUTION TO FUND		No

Part V

Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).

Return Reference	Explanation

Schedule L (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization

AMALGAMATED NATIONAL HEALTH FUND

Employer identification number

27-4411485

Return Reference	Explanation
FORM 990, PART VI, SECTION B, LINE 11B	FORM 990 WAS REVIEWED BY AN OFFICER OF THE ADMINISTRATOR OF THE FUND.
FORM 990, PART VI, SECTION B, LINE 12C	THE CONFLICT OF INTEREST POLICY COVERS ALL THE ORGANIZATION'S TRUSTEES. THE ORGANIZATION ANNUALLY DISTRIBUTES A DETAILED QUESTIONNAIRE TO EACH TRUSTEE. ALL QUESTIONNAIRES ARE REVIEWED BY THE ADMINISTRATOR AND DISCLOSED CONFLICTS ARE BROUGHT TO THE ATTENTION OF THE FULL BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION C, LINE 19	GOVERNING DOCUMENTS CONFLICTS OF INTEREST POLICY AND FINANCIALS STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC. FORM 990 ARE AVAILABLE UPON REQUEST.
FORM 990, PART XII LINE 2C	NO CHANGE FROM PRIOR YEAR.
FORM 990, PART V, LINE 2A	THERE WERE 409 W-2 FORMS ISSUED TO PARTICIPANTS FOR THEIR TAXABLE BENEFITS. AMALGAMATED NATIONAL FUND DOES NOT HAVE ANY EMPLOYEES.
FORM 990, PART VI, SECTION A LINE 2	WITH THE EXCEPTION OF RICHARD ELLIS AND ROBERT KOVACS, ALL TRUSTEES OF THE AMALGAMATED NATIONAL HEALTH FUND ARE ALSO DIRECTORS OF ALICO SERVICES CORPORATION.
FORM 990, PART VI, SECTION A LINE 2	ALICO SERVICES CORPORATION OWNS 100% OF THE COMMON STOCK OF AMALGAMATED LIFE INSURANCE COMPANY , ALICARE MEDICAL CARE MANAGEMENT,INC. AND AMALGAMATED EMPLOYEE BENEFITS ADMINISTRATORS, INC.
FORM 990, PART VI, SECTION A, LINE 7A	50% OF THE TRUSTEES ARE APPOINTED BY THE SPONSORING UNION AND 50% BY THE CONTRIBUTING EMPLOYERS.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

AMALGAMATED NATIONAL HEALTH FUND

Employer identification number

27-4411485

Part I

Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity

Part II

Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1)CHICAGO & MIDWEST REGIONAL JOINT BOARD 333 SOUTH ASHLAND AVENUE CHICAGO,IL60607 36-2938055	LABOR ORGANIZATION	IL	501(C)(5)				No
(2)MID-ATLANTIC REGIONAL JOINT BOARD 5735 INDUSTRY LANE BLDG C SUITE 101 FREDERICK,MD21704 52-1367543	LABOR ORGANIZATION	MD	501(C)(5)				No
(3)NEW ENGLAND JOINT BOARD 33 HARRISON AVENUE 8TH FLOOR BOSTON,MA02111 04-3440556	LABOR ORGANIZATION	MA	501(C)(5)				No
(4)NEW YORK METROPOLITAN AREA JOINT BOARD 33 WEST 14TH STREET NEW YORK,NY10011 20-0354131	LABOR ORGANIZATION	NY	501(C)(5)				No
(5)NEW YORK NEW JERSEY REGIONAL JOINT BOARD 33 WEST 14TH STREET NEW YORK,NY10011 13-4908365	LABOR ORGANIZATION	NY	501(C)(5)				No
(6)PENNSYVANIA JOINT BOARD 1017 HAMILTON STREET ALLENTOWN,PA18101 23-2929642	LABOR ORGANIZATION	PA	501(C)(5)				No
(7)PHILADELPHIA JOINT BOARD 22 SOUTH 22ND STREET PHILADELPHIA,PA19103 23-0971735	LABOR ORGANIZATION	PA	501(C)(5)				No
(8)SOUTHERN REGIONAL JOINT BOARD 4405 MALL BLVD SUITE 600 UNION CITY,GA30291 58-1086875	LABOR ORGANIZATION	GA	501(C)(5)				No
(9)SOUTHWEST REGIONAL JOINT BOARD 2639 WALNUT HILL LANE SUITE 203 DALLAS,TX75229 43-0822854	LABOR ORGANIZATION	TX	501(C)(5)				No
(10)WESTERN STATE REGIONAL JOINT BOARD 1102 Q STREET SUITE 100 SACRAMENTO,CA95814 95-0488945	LABOR ORGANIZATION	CA	501(C)(5)				No
(11)CONSOLIDATED RETIREMENT FUND 333 WESTCHESTER AVENUE WHITE PLAINS,NY10604 13-3177000	PENSION FUND	NY					No
(12)SIDNEY HILLMAN HEALTH CENTER 333 SOUTH ASHLAND AVENUE CHICAGO,IL60607 23-1339593	MEDICAL SERVICES	IL	401(A)				No
(13)LAUNDRY DRY CLEANING WORKERS ALLIED JT BOARD 701-703 MCCARTER HWY NEWARK,NJ07102 13-5521921	HEALTH FUND	NJ	501(C)(5)				No
(14)LAUNDRY DISTRIBUTION&FOOD SERVICE JT BOARD 701-703 MCCARTER HWY NEWARK,NJ07102 27-3605306	LABOR ORGANIZATION	NJ	501(C)(5)				No
(15)ROCHESTER REGIONAL JOINT BOARD 750 EAST AVENUE ROCHESTER,NY14607 16-0330070	LABOR ORGANIZATION	NY	501(C)(5)				No
(16)THE SIDNEY HILLMAN FOUNDATION 12 WEST 31ST STREET NEW YORK,NY10001 13-5550943	LABOR ORGANIZATION	NY	501(C)(3)	PF			No
(17)WORKERS UNITED CANADA COUNCIL 2800 SKYMARK AVENUE MISSISSAUGA,ONTARIOL4W 5L6 CA		CA
(18)SEIU LOCAL 49 3536 SE 26TH STREET PORTLAND,OR97202 93-0131365	LABOR ORGANIZATION	OR	501(C)(5)				No
(19)ADJUSTABLE PLAN OF NATIONAL RETIREMENT 333 WESTCHESTER AVENUE WHITE PLAINS,NY10604 13-6130178	PENSION FUND	NY					No
(20)WORKER UNITED LOCAL 50 527 SOUTH HARBOR BOULEVARD ANAHEIM,CA92805 20-1601433	LABOR ORGANIZATION	CA	501(C)(5)				No
(21)LEGACY PLAN OF THE NATIONAL RETIREMENT FUND 333 WESTCHESTER AVENUE WHITE PLAINS,NY10604 13-6130178	PENSION FUND	NY	401(A)				No
(22)UNITE HERE 275 SEVENTH AVENUE NEW YORK,NY10001 13-3819434	LABOR ORGANIZATION	NY	501(C)(5)				No
(23)UNION HEALTH CENTER INC 275 SEVENTH AVENUE NEW YORK,NY10001 13-5563408	MEDICAL SERVICES	NY	501(C)(3)	LINE 10			No
(24)WORKERS UNITED 22 SOUTH 22ND STREET PHILADELPHIA,PA19103 26-4459382	LABOR ORGANIZATION	PA	501(C)(5)				No
(25)SIDNEY HILLMAN MEDCIAL CENTER 22 SOUTH 22ND STREET PHILADELPHIA,PA19103 23-1339593	MEDICAL SERVICES	PA	501(C)(4)				No

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) 2023

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	Yes	No
(1) AMALGAMATED LIFE INSURANCE COMPANY 333 WESTCHESTER AVENUE WHITE PLAINS,NY10604 13-5501223	LIFE INSURANCE/DISABILITY	NY		C					No
(2) ALICO SERVICES CORPORATION 333 WESTCHESTER AVENUE WHITE PLAINS,NY10604 13-3639595	HOLDING COMPANY	NY		C					No
(3) AMALGAMATED BANK OF NEW YORK 275 SEVENTH AVENUE NEW YORK,NY10001 13-4920330	CUSTODIAN INVESTMENT	NY		C					No
(4) AMALGAMATED EMPLOYEE BENEFITS ADMINISTRATORS INC 333 WESTCHESTER AVENUE WHITE PLAINS,NY10604 13-3432221	THIRD PARTY ADMINISTRATOR	NY		C					No
(5) AMALGAMATED MEDICAL CARE MANAGEMENT INC 333 WESTCHESTER AVENUE WHITE PLAINS,NY10604 13-3860528	CASE MANAGEMENT	NY		C					No
(6) 37TH STREET BAKERY LLC
(7) A & H SPORTSWEAR CO INC #4
(8) A & H SPORTSWEAR CO INC FORKS #3
(9) ACCENT UNIFORMS INC
(10) ACCURATE FELT & GASKET MFG CO
(11) ADCO DISTRIBUTORS INC
(12) ADPL LLC
(13) ADVANCE FIBER TECHNOLOGIES CORP
(14) ADVANTUS CORP
(15) AES LLC TOWSON UNIVERSITY
(16) ALADDIN FOOD MGMT SVCS LLC SHAWNEE STATE UNIV
(17) ALADDIN FOOD MGMT SVCS LLC UW - OSHKOSH
(18) ALADDIN FOOD MGT SVCS LLC UNIV OF WIS - WW
(19) ALADDIN FOOD SVC PURDUE UNIV - HAMMOND IN
(20) ALPHA AND OMEGA BUILDING SERVICES INC
(21) ALSCO - CHICAGO
(22) ALSCO - COLUMBIA SC
(23) ALSCO - LUBBOCK TX
(24) ALSCO - SHREVEPORT LA
(25) ALSCO INC
(26) ALSCO INC - DURHAM SERVITEX
(27) ALSCO INC - MEDFORD OREGON
(28) ALSCO INC - PORTLAND OR
(29) ALSCO INC - PORTLAND LINEN
(30) AMALGAMATED BANK OF CHICAGO (HMO)
(31) AMALGAMATED BANK OF CHICAGO (PPO)
(32) ANJAC FASHION BUILDINGS LLC
(33) APPAREL SUPPORT SERVICES LLC
(34) ARAMARK EDUCATION SVC LLC- OGLETHORPE UNIVERSITY
(35) ARAMARK BUS AND IND LLC VOLVO - DUBLIN VA
(36) ARAMARK BUSINESS SVCS LLC - HUNTINGTON INGALLS
(37) ARAMARK CAMPUS LLC BRADLEY UNIVERSITY CAMPUS
(38) ARAMARK EDU SVCS LLC CUYAHOGA CC - TRI CITY W
(39) ARAMARK EDUCATIONAL SERVICES LLC
(40) ARAMARK EDUCATIONAL SVCS LLC EDINBORO UNIV
(41) ARAMARK S & E SVCS LLC - PENN CONVENTION CTR
(42) ARAMARK SPORTS LLC - QUICKEN LOANS ARENA
(43) ASR - PIONEER
(44) ASTORIA PLACE OF WATERVILLE LLC
(45) AVI FOODSYS INC BECHTEL MARINE PROPULSION KESSE
(46) AVI FOODSYS INC BECHTEL MARINE PROPULSION KNOL
(47) AVI FOODSYSTEMS INC - TOLEDO BRANCH
(48) AVI FOODSYSTEMS INC KENYON COLLEGE
(49) BAT FASHION INC
(50) BB OP CO - PITTSBURGH
(51) BB OP CO LLC
(52) BERGDORF GOODMAN INC
(53) BETSY & ADAM LTD
(54) BIOFIT ENGINEERED PRODUCTS
(55) BON APPETIT A DIV OF COMP GRP INC TRINE UNIV
(56) BON APPETIT MANAGEMENT CO ST MARY'S COLLEGE
(57) BOYD'S LP
(58) BOYD'S LP
(59) BROWN AND CHURCH NECKWEAR
(60) BUFFALO YACHT CLUB
(61) BURBERRY LTD
(62) CANDLEWOOD PARK HEALTHCARE CENTER
(63) CEDAR FAIR LP
(64) CENTERPLATE INC IND CONV CTR & LUCAS OIL STAD
(65) CENTRAL LOCK & SECURITY SYSTEMS
(66) CHARTWELLS - NEW OR RECOV - COLLEGIATE UNIT #40244
(67) CHARTWELLS - NOLA - KIPP UNIT #40259
(68) CHARTWELLS - NOR SCH DIST - INSPIRE CAPDAU #54197
(69) CHARTWELLS - NOR SCH DIST - INSPIRE HS #54198
(70) CHARTWELLS - NORSD - NEW HARMONY HS
(71) CHARTWELLS - NORSD - WARREN EASTON
(72) CHARTWELLS UNIVERSITY OF WISCONSIN RIVER FALLS
(73) CHARTWELLS UNIVERSITY OF WISCONSIN SUPERIOR
(74) CHARTWELLS XAVIER UNIVERSITY
(75) CHARTWELLS AT CLIO AREA SCHOOLS
(76) CHARTWELLS AT NOR SD - KIPP COGHILL #29248
(77) CHARTWELLS DIN SVCS LOWER DAUPHIN SCH DIST
(78) CHARTWELLS DINING SERVICES CHESTNUT HILL COLLEGE
(79) CHARTWELLS HIGHER EDUCATION UMBC
(80) CHARTWELLS SCH DNG SVCS MUSKEGON SCH DISTRICT
(81) CHARTWELLS SCH DIN SVCS BILOXI MS SCH DIST
(82) CHARTWELLS SCH DINING N BRUNSWICK SCH DIST
(83) CHARTWELLS SCH DINING ORANGE SCH DISTRICT
(84) CHARTWELLS SCHOOL DINING MONTVILLE SCHOOLS
(85) CHARTWELLS-NEW ORLEANS REC SCH DIST-FIRSTLINE
(86) CHARTWELLS-UNIVERSITY OF WI AT LA CROSSE UNIT# 317
(87) CHICAGO & MIDWEST REGIONAL JOINT BOARD
(88) CHICAGO & MIDWEST REJ JT BOARD
(89) CHICAGO JOBS WITH JUSTICE
(90) CHICAGO LESSEE LLC
(91) CINDUS CORPORATION
(92) COMPASS - APPALACHIAN BEHAVIORAL
(93) COMPASS - NAVY FEDERAL CREDIT UNION
(94) COMPASS DETROIT EDI NUCLEAR NEWPORT & MONROE MI
(95) COMPASS- NORTHCOAST BEHAVIORAL HEALTH
(96) COMPASS-CARRIER COLLIERVILLE
(97) COMPASS-CUNA MUTUAL WI
(98) COMPASS-HEARTLAND BEHAVIORAL HEALTH
(99) COMPASS-LOUISBURG COLLEGE
(100) COMPASS-M0895 WESTERN STATE HOSPITAL
(101) COMPASS-M6241 CAMBRIDGE DEVELOPMENT CENTER
(102) COMPASS-M7030 SUMMIT BEHAVIORAL HEALTH CENTER
(103) COMPASS-NORTH BRUNSWICK SCHOOL
(104) COMPASS-NORTHWEST OHIO PSYCHIATRIC HOSPITAL
(105) COMPASS-SOUTH BRUNSWICK HIGH SCHOOL
(106) COMPASS-STANFORD GSB FOOD
(107) COMPASS-STROUDSBURG SCHOOL DISTRICT
(108) COMPASS-TOWSON UNIVERSITY
(109) COMPASS-TWIN VALLEY BEHAVIORAL HEALTHCARE HOSPITAL
(110) COMPASS-UNIV OF ARIZONA STATE TECH
(111) CORE LINEN SERVICES - BIRMINGHAM AL
(112) CORE LINEN SERVICES - MANTECA CA
(113) CORE LINEN SERVICES - WINSTON SALEM NC LNDRY
(114) CORE LINEN SERVICES GILROY CA
(115) CORE LINEN SERVICESCLERMONT FLCLERMONT FL
(116) CORE LINEN SERVICES - AUGUSTA GA LAUNDRY
(117) CORE LINEN SERVICES ROME GA
(118) CRESCENT HOTEL & RESORTS LLC
(119) CROTHALL - DZT REG MED CNTR - PALM SPRINGS CA
(120) CROTHALL LAUNDRY SERVICES INC - COLUMBIA SC
(121) CROWN HEALTH CARE LAUNDRY SERVICES - LAKELAND FL
(122) CROWN HEALTH CARE LAUNDRY SERVICES INC- COLUMBIA
(123) CROWN HEALTH CARE LAUNDRY SVC INC - SELMA
(124) CROWN HEALTH CARE LAUNDRY SVC INC QUITMAN
(125) CROWN HEALTH CARE LAUNDRY SVC INC - PENSACOLA
(126) CROWN HEALTH CARE LNDRY SVCS INC - BISHOPVILLE SC
(127) CULINART POINT PARK UNIVERSITY
(128) CURTO-LIGONIER FOUNDRIES CO
(129) CUSTOM PLASTICS INC - HMO
(130) DB REDIHEAT
(131) DECOR INC
(132) DIVINE REHABILITATION AND NURSING AT SYLVANIA LLC
(133) DUANE READE INC
(134) DULUTH HOTEL VENTURES LLC DBA RADISSON-KAEDING
(135) DULUTH NURSING REHABILITATION CENTER LLC
(136) ECONOMY LINEN SERVICE INC
(137) EDS GENERAL ELECTRIC - EVENDALE PLANT 90 & 100
(138) EDS SAP AMERICA - NEWTOWN SQUARE PA
(139) EDS THE ST POLICE ACAD ST CAMPUS - ALBANY NY
(140) EDS INC CONSTELLATION BRAIDWOOD NUCLEAR PLANT
(141) ELDORADO CAP COMPANY
(142) ELITE AIRLINE LAUNDRIES - TEXAS
(143) ELITE AIRLINE LINEN OF CHICAGO INC
(144) ELITE AIRLINES LAUNDRIES - ATLANTA GA
(145) EMDEC INDUSTRIES
(146) ENESLOW PEDORTHIC ENTERPRISES INC
(147) ENGLISH AMERICAN TLRG CO
(148) ERMENEGILDO ZEGNA CORP
(149) EUREST DINING SERVICES - CATERPILLAR AB BUILDING
(150) EUREST DINING SERVICES - CATERPILLAR BUILDING KK
(151) EUREST DINING SERVICES - CATERPILLAR BUILDING LC
(152) EUREST DINING SERVICES - CATERPILLAR BUILDING LL
(153) EUREST DINING SERVICES - CATERPILLAR MAPLETON D
(154) EUREST DINING SERVICES - CATERPILLAR MORTON C
(155) EUREST DINING SERVICES - CATERPILLAR MOSSVILLE AC
(156) EUREST DINING SERVICES - CATERPILLAR SS
(157) EUREST DINING SERVICES CATERPILLAR DECATUR
(158) EUREST DINING SERVICES LOCKHEED MARTIN
(159) EUREST DINING SERVICES TATE & LYLE CORPORATION
(160) EUREST DINING SERVICES PEORIA COUNTY JAIL
(161) EUREST DINING SERVICESCATERPILLAR INC - PONTIAC
(162) EUREST DINING SVCS THRIVENT FIN SVCS - MINN MN
(163) EUREST DINING SVCS CATERPILLAR TECH CENTER U-2078
(164) EUREST DINING SVCS - CATERPILLAR EDLC
(165) EUREST DINING SVCS - CATERPILLAR PROVING GROUNDS
(166) EUREST DINING SVCS - CATERPILLAR SPECIALTY PROD
(167) EUREST DINING SVCS-CATERPILLAR TECH CENTER U-2834
(168) EXCELLED SHEEPSKIN & LEATHER COAT CORP
(169) F & F AND A JACOBS & SONS
(170) FANATICS ROYAL INC
(171) FECHHEIMER BROTHERS CO GRANTSVILLE
(172) FOUR SEASONS INC
(173) FRANKLIN CLOTHING
(174) FRONTLINE GROUP
(175) FULLBEAUTY BRANDS
(176) GARLAND APPAREL GROUP LLC
(177) GERSON & GERSON INC
(178) GIDDON ENTERPRISES INC
(179) GIII APPAREL GROUP LTD
(180) GILIBERTO DESIGNS INC
(181) GITMAN & CO-IAG DIV OF THE TOM JAMES CO
(182) GNS HOTEL LLC
(183) GRATEFUL PED INC
(184) HANES BRANDS INC
(185) HANOVER DIRECT MANUFACTURING LLC OF LA CROSSE WI
(186) HC CONTRACTING INC
(187) HH-CLOYES INC
(188) HICKEY FREEMAN TAILORED CLOTHING INC - ROCHESTER
(189) HILTON AKRONFAIRLAWN
(190) HLT DRAKE LLC
(191) HLT PALMER HOUSE LLC
(192) HOLIDAY INN
(193) HOLLANDER SLEEP PRODUCTS LLC
(194) HOSPITAL CENTRAL SERVICES CORP INC - BALTIMORE
(195) HYATT REGENCY - CHICAGO
(196) HYATT REGENCY - O'HARE
(197) INDIVIDUALIZED SHIRT
(198) INNOVATIVE PLASTICS CORPORATION
(199) JAB USA INC
(200) JOHN FOX HOUSING PARTNERS LP
(201) JOS A BANK CLOTHIERS INC
(202) JUMP DESIGN GROUP INC
(203) KELLEY AVENUE PUBLIC WAREHOUSE COMPANY
(204) KEYBANK CENTER
(205) KEYSTONE UNIFORM CAP
(206) LAJCO INC
(207) LEMONT HOSPITALITY CORPORATION
(208) LEVY PREMIUM FOODSVS LTD PRTNRSP CHURCHILL DOWNS
(209) LIBRA INDUSTRIES INC
(210) LINCOLN COLLEGE OF TECHNOLOGY - NASHVILLE
(211) LUTHER HAVEN NURSING HOME
(212) M & S SCHMALBERG INC
(213) MADISON LABOR TEMPLE ASSOCIATION
(214) MARTIN GREENFIELD CLOTHIERS
(215) MARTIN GREENFIELD CLOTHIERS
(216) MASCHIO'S GREATER EGG HARBOR SCHOOL DISTRICT
(217) MASCHIO'S PLAINFIELD SCHOOL DISTRICT
(218) MASCHIO'S SOUTH AMBOY SCHOOL DISTRICT
(219) MASCHIO'S FOOD SVCINC- BLOOMFIELD SCHOOL DIST
(220) MECHANICS LAUNDRY SVCS INC
(221) MICKEY'S LINEN & TOWEL SUPPLY INC - HAMMOND IN
(222) MICKEY'S LINEN CHICAGO
(223) MICKEY'S LINEN VILLA PARK
(224) MILADY BRIDALS INC
(225) MISS ELAINE INC
(226) MISSION LINEN PLANT #2100 - SALINAS
(227) MISSION LINEN SUPPLY - PLANT #2500 - CHICO
(228) MISSION LINEN SUPPLY - PLANT #700 - BAKERSFIELD
(229) MISSION LINEN SUPPLY & UNIFO SVC - CMF PLANT# 8400
(230) MISSION LINEN SUPPLY PLANT #2300- FRESNO
(231) MISSION LINEN SUPPLY PLANT #3 - SALINAS
(232) MISSION LINEN SUPPLY PLANT #4700 - SACRAMENTO CA
(233) MISSION LINEN SUPPLY PLANT #4800 - SACRAMENTO CA
(234) MISSION LINEN SUPPLY PLANT #800 - SANTA MARIA
(235) MISSION NURSING HOME - PLYMOUTH MN
(236) MORRISON - ASSISI HEIGHTS - ROCHESTER MN
(237) MORRISON - FAIRMONT MN
(238) MORRISON - MANKATO MN
(239) MORRISON MC - HARWICK - ST FRANCIS ASSISI
(240) MORRISON MCH METHODIST CAMPUS ROCHESTER MN
(241) MORRISON MCH SAINT MARYS CAMPUS ROCHESTER MN
(242) MORRISON MCHS ALBERT LEA 404 WEST FOUNTAIN
(243) MORRISON MGMT SPECIALIST HOGAN REGIONAL CENTER
(244) MORRISON MGMT SPECIALIST WRENTHAM DEV CENTER
(245) MORRISON MGT SVC ARIZONA STATE HOSPITAL
(246) MORRISON-ARIZONA STATE HOSPITAL
(247) MR NED
(248) MYSTIC INC
(249) N B C NEVADA MERCHANTS INC
(250) NEW SYSTEM LAUNDRY LLC
(251) NICE APPAREL INC
(252) NORTH SHORE ESTATES LLCMONARCH HEALTHCARE MGT
(253) NSA (NATIONAL SAFETY APPAREL)
(254) OPEN CITIES HEALTH CENTER INC
(255) OSCAR DE LA RENTA LTD
(256) OXXFORD CLOTHES INC
(257) PADDY LEE FASHIONS INC
(258) PARADIGM PACKAGING EAST LLC
(259) PARK TERRACE NURSING AND REHAB CENTER
(260) PASSEMENTERIE INC
(261) PAUL STUART INC
(262) PEERLESS UMBRELLA CO INC
(263) PENDLETON WOOLEN MILLS - BELLEVUE
(264) PENDLETON WOOLEN MILLS INC - OREGON
(265) PENDLETON WOOLEN MILLS INC - WASHOUGAL WA
(266) PERFECT SHOULDER CO INC
(267) PJ MCINTYRES
(268) PLAXALL DIV OF DESIGN CTR INC
(269) POMPTONIAN FOOD SVCS WOODBRIDGE SCHOOL DISTRICT
(270) PORTLAND HOSPITAL SERVICE CORPORATION
(271) PRET ADVANCED MATERIALS
(272) R L W W INC
(273) REBTEX INC
(274) REEF BAR
(275) RESORT SERVICES INC
(276) RIDGE GLOBAL INC
(277) RITZ-CARLTON WATER TOWER
(278) ROBERT KAUFMAN - LOS ANGELES
(279) ROCH RIVERSIDE CONV CTR
(280) ROCHESTER ARENA LLC (BLUE CROSS ARENA)
(281) ROCHESTER TAILORED CLOTHING INC
(282) S ROTHSCHILD & CO INC
(283) SAM BONK UNIFORM CAP CO
(284) SCHOEN TRIMMING & CORD CO
(285) SCULLY SPORTSWEAR INC
(286) SCULLY SPORTSWEAR INC
(287) SDH EDU EAST LLC THE COLLEGE OF SAINT ROSE
(288) SDH EDUCATION EAST LLC - MARQUETTE UNIVERSITY
(289) SDH EDUCATION EAST LLC - UNIV OF WI EAU CLAIRE
(290) SDH EDUCATION WEST LLC - OHIO NORTHERN UNIVERSITY
(291) SDH EDUCATION WEST LLC OHIO NORTHERN UNIVERSITY
(292) SDH EDUCATION WEST LLC UNIVERSITY ALBANY
(293) SDH SERVICES WEST LLC GE-EVENDALE PLANT 90 & 100
(294) SIDNEY HILLMAN MED CENTER
(295) SKOKIE VALLEY LAUNDRY AND DRY CLEANERSINC
(296) SOL'S 4 PHARMACY INC
(297) SOUTHWEST CORSET CORP
(298) SPECTRUM APPAREL CO INC - DOUGLAS GEORGIA
(299) STANBURY UNIFORM - WARSAW MO
(300) STANBURY UNIFORMS
(301) STAR CHILDREN'S DRESS CO INC - AMELIA VA
(302) STAR CHILDREN'S DRESS CO INC - NY
(303) STATE STREET HOTEL LLC
(304) SUNCAST CORPORATION
(305) SUPERIOR SURGICAL GROUP INC - EUDORA AR
(306) SWANY AMERICA CORP
(307) TAHARI LLC
(308) THE GREENBRIER
(309) THE JOSEPH A BANK MFG CO INC
(310) THE KASPER GROUP LLC
(311) THE PICKETT COMPANY
(312) THE ROSCOE COMPANY
(313) THE TOLEDO CLUB
(314) TOLEDO HEALTHCARE AND REHAB CENTER
(315) TOLEDO WINDOW CLEANING CONTRACTORS - HOLLAND INC
(316) TOLEDO WINDOW CLEANING CONTRACTORS - TBS
(317) TPE ACQUISITION INC
(318) UNION PRESCRIPTION CENTER #1 INC - MT MORRIS MI
(319) UNIVERSAL SPORTSWEAR
(320) VESTIS SERVICES LLC - #505 REDDING
(321) VESTIS SERVICES LLC - #506 SACRAMENTO
(322) VESTIS SERVICES LLC - CHICAGO LNDRY
(323) VESTIS SERVICES LLC - DURHAM NC CR
(324) VESTIS SERVICES LLC - JACKSONVILLE FL
(325) VESTIS SERVICES LLC - MEMPHIS TN
(326) VESTIS SERVICES LLC - NE AIRPORT WAY
(327) VESTIS SERVICES LLC - REDMOND OR
(328) VESTIS SERVICES LLC - SALEM OR
(329) VESTIS SERVICES LLC - SAVANNAH GA
(330) VESTIS SERVICES LLC- #503 - FRESNO
(331) VESTIS SERVICES LLC- #515 - SO SF
(332) VESTIS SERVICES LLC DUNCAN SC
(333) VESTIS SERVICES LLC 504 - MODESTO
(334) VESTIS SERVICES LLC- 518 - HAYWARD
(335) VESTIS SERVICES LLC- ATLANTA GA
(336) VESTIS SERVICES LLC- BAYAMON PR CLEANROOM
(337) VESTIS SERVICES LLC- CHARLOTTE NC
(338) VESTIS SERVICES LLC- CORVALLIS OR
(339) VESTIS SERVICES LLC- EUGENE OR
(340) VESTIS SERVICES LLC- GREENSBORO NC
(341) VESTIS SERVICES LLC- NW 23RD AVE POR
(342) VESTIS SERVICES LLC- ORLANDO FL
(343) VESTIS SERVICES LLC- POMPANO BEACH FL
(344) VESTIS SERVICES LLC-#508 - NOVATO CA
(345) VESTIS SERVICES LLC-BIRMINGHAM AL
(346) W DIAMOND GROUP CHICAGO
(347) WILSON SPORTING GOODS COMPANY
(348) WIMAN CORPORATION INC
(349) XEROX CORPORATION - MIDDLETOWN OH

Schedule R (Form 990) 2023

Page 3

Part V

Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................

b Gift, grant, or capital contribution to related organization(s) ............................

c Gift, grant, or capital contribution from related organization(s) ............................

d Loans or loan guarantees to or for related organization(s) ............................

e Loans or loan guarantees by related organization(s) ............................

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

k Lease of facilities, equipment, or other assets from related organization(s) ......................

Yes

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

m Performance of services or membership or fundraising solicitations by related organization(s) .................

Yes

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

o Sharing of paid employees with related organization(s) ............................

p Reimbursement paid to related organization(s) for expenses ............................

Yes

q Reimbursement paid by related organization(s) for expenses ............................

Yes

r Other transfer of cash or property to related organization(s) ............................

Yes

s Other transfer of cash or property from related organization(s) ............................

Yes

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved
(1) ADJUSTABLE PLAN OF NATIONAL RETIREMENT FD	R	723,942	CASH BASIS
(2) AMALGAMATED BANK OF NEW YORK	M	95,491	CASH BASIS
(3) AMALGAMATED EMPLOYEE BENEFITS ADMINISTRATORS INC	M	32,150,151	CASH BASIS
(4) AMALGAMATED EMPLOYEE BENEFITS ADMINISTRATORS INC	P	4,842	CASH BASIS
(5) AMALGAMATED LIFE INSURANCE COMPANY	M	2,659,480	CASH BASIS
(6) AMALGAMATED LIFE INSURANCE COMPANY	S	2,016,414	CASH BASIS
(7) AMALGAMATED MEDICAL CARE MANAGEMENT INC	M	2,087,205	CASH BASIS
(8) CHICAGO & MIDWEST REGIONAL JOINT BOARD	P	120,577	CASH BASIS
(9) CHICAGO & MIDWEST REGIONAL JOINT BOARD	S	773,666	CASH BASIS
(10) CONSOLIDATED RETIREMENT FUND	Q	28,320	CASH BASIS
(11) LAUNDRY DISTRIBUTION & FOOD SERVICE JT BD	S	563,305	CASH BASIS
(12) LAUNDRY DRY CLEANING WORKERS ALLIED IND	S	45,742	CASH BASIS
(13) LEGACY PLAN OF THE NATIONAL RETIREMENT FUND	P	21	CASH BASIS
(14) LEGACY PLAN OF THE NATIONAL RETIREMENT FUND	R	2,206,141	CASH BASIS
(15) LEGACY PLAN OF THE NATIONAL RETIREMENT FUND	S	145,831	CASH BASIS
(16) MID-ATLANTIC REGIONAL JOINT BOARD	P	7,074	CASH BASIS
(17) MID-ATLANTIC REGIONAL JOINT BOARD	S	236,140	CASH BASIS
(18) NEW YORK METROPOLITAN AREA JOINT BOARD	S	172,872	CASH BASIS
(19) NEW YORK NEW JERSEY REGIONAL JOINT BOARD	P	63,362	CASH BASIS
(20) NEW YORK NEW JERSEY REGIONAL JOINT BOARD	S	354,256	CASH BASIS
(21) PENNSYVANIA JOINT BOARD	P	53,074	CASH BASIS
(22) PENNSYVANIA JOINT BOARD	S	253,750	CASH BASIS
(23) PHILADELPHIA JOINT BOARD	S	4,665	CASH BASIS
(24) ROCHESTER REGIONAL JOINT BOARD	S	1,017	CASH BASIS
(25) SEIU LOCAL 49	K	9,600	CASH BASIS
(26) SIDNEY HILLMAN FOUNDATION INC	S	38,306	CASH BASIS
(27) SIDNEY HILLMAN HEALTH CENTER	P	143,202	CASH BASIS
(28) SIDNEY HILLMAN HEALTH CENTER	S	194,840	CASH BASIS
(29) SIDNEY HILLMAN MEDICAL CENTER	S	904	CASH BASIS
(30) SOUTHERN REGIONAL JOINT BOARD	P	108,615	CASH BASIS
(31) SOUTHERN REGIONAL JOINT BOARD	S	408,589	CASH BASIS
(32) SOUTHWEST REGIONAL JOINT BOARD	P	7,110	CASH BASIS
(33) SOUTHWEST REGIONAL JOINT BOARD	S	89,365	CASH BASIS
(34) UNION HEALTH CENTER INC	M	18,015	CASH BASIS
(35) WESTERN STATE REGIONAL JOINT BOARD	P	43,925	CASH BASIS
(36) WESTERN STATE REGIONAL JOINT BOARD	S	75,858	CASH BASIS
(37) WORKER UNITED LOCAL 50	S	97,280	CASH BASIS
(38) WORKERS UNITED SEIU REG ACC	P	16,923	CASH BASIS
(39) WORKERS UNITED SEIU REG ACC	S	441,604	CASH BASIS

Schedule R (Form 990) 2023

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(e) Are all partners section 501(c)(3) organizations?		(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Schedule R (Form 990) 2023

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R. See instructions.

Return Reference	Explanation

Schedule R (Form 990) 2023

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: HEALTH FUND PROVIDING HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	16
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	6
5	Total number of individuals employed in calendar year 2023 (Part V, line 2a) ......	5	0
6	Total number of volunteers (estimate if necessary) .............	6	0
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	0	0
9	Program service revenue (Part VIII, line 2g) .........	175,891,922	186,950,773
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	1,975,967	1,460,048
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	-867,129	668,241
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	177,000,760	189,079,062
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	0	0
14	Benefits paid to or for members (Part IX, column (A), line 4).....	148,601,961	161,432,515
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	0	0
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	29,507,935	30,426,877
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	178,109,896	191,859,392
19	Revenue less expenses. Subtract line 18 from line 12.......	-1,109,136	-2,780,330
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	79,814,281	82,148,604
21	Total liabilities (Part X, line 26).............	32,994,688	34,915,471
22	Net assets or fund balances. Subtract line 21 from line 20.....	46,819,593	47,233,133

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )
	HEALTH AND WELFARE BENEFITS DISBURSED TO OR FOR MEMBERS AND THEIR DEPENDENTS.

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	0	1,226,527	297,901

1a	Federated campaigns..	1a
b	Membership dues..	1b
c	Fundraising events..	1c
d	Related organizations	1d
e	Government grants (contributions)	1e

f	All other contributions, gifts, grants, and similar amounts not included above	1f

g	Noncash contributions included in lines 1a - 1f:$	1g

h Total. Add lines 1a-1f.......

		Business Code
2a	EMPLOYER CONTRIBUTIONS	900099	157,564,505	157,564,505
b	EMPLOYEE CONTRIBUTIONS	900099	29,386,268	29,386,268
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		186,950,773

3 Investment income (including dividends, interest, and othersimilar amounts) ......			1,067,351			1,067,351
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
			(i) Real	(ii) Personal
6a	Gross rents	6a
b	Less: rental expenses	6b
c	Rental income or (loss)	6c
d	Net rental income or (loss).......
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a	3,307,671
b	Less: cost or other basis and sales expenses	7b	2,914,974
c	Gain or (loss)	7c	392,697
d	Net gain or (loss).........			392,697			392,697
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..

Business Code
11a	NET ASSET HELD-NRF 401(H)		900099	668,241	668,241
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			668,241
12	Total revenue. See instructions.....			189,079,062	187,619,014	0	1,460,048

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......	161,432,515
5	Compensation of current officers, directors, trustees, and key employees ...........
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....
9	Other employee benefits .......
10	Payroll taxes ...........
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	823,153
c	Accounting ...........	73,046
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	143,425
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	133,506
12	Advertising and promotion ....
13	Office expenses .......	97,358
14	Information technology ......	152,708
15	Royalties ..
16	Occupancy ...........	53,700
17	Travel ............	5,188
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	855
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..
23	Insurance ...	190,739
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	FUND SERVICE EXPENSES	28,751,506
b	TAX PENALTIES	1,158
c	BUREAU AND ASSOCATION F	285
d	CLAIMS INVESTIGATION	250
e	All other expenses
25	Total functional expenses. Add lines 1 through 24e	191,859,392
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			1
2	Savings and temporary cash investments .........		11,225,797	2	9,298,413
3	Pledges and grants receivable, net ......			3
4	Accounts receivable, net .............		15,401,086	4	15,422,865
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
				5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
				6
7	Notes and loans receivable, net ...........			7
8	Inventories for sale or use ............			8
9	Prepaid expenses and deferred charges ......		4,091,805	9	4,684,800
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a
b	Less: accumulated depreciation	10b		10c
11	Investments—publicly traded securities .		21,739,775	11	6,487,886
12	Investments—other securities. See Part IV, line 11 .....		21,965,127	12	40,195,708
13	Investments—program-related. See Part IV, line 11 ..			13
14	Intangible assets ...............			14
15	Other assets. See Part IV, line 11 ...........		5,390,691	15	6,058,932
16	Total assets. Add lines 1 through 15 (must equal line 33)...		79,814,281	16	82,148,604

17	Accounts payable and accrued expenses .....	422,987	17	374,641
18	Grants payable ...		18
19	Deferred revenue .........		19
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	32,571,701	25	34,540,830
26	Total liabilities. Add lines 17 through 25..	32,994,688	26	34,915,471

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........		27
28	Net assets with donor restrictions ...........		28
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....	46,819,593	29	47,233,133
30	Paid-in or capital surplus, or land, building or equipment fund ...	0	30	0
31	Retained earnings, endowment, accumulated income, or other funds	0	31	0
32	Total net assets or fund balances ...........	46,819,593	32	47,233,133
33	Total liabilities and net assets/fund balances ........	79,814,281	33	82,148,604