TY 2024 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	235,199	44,857
(4) KATHY HANSHEW...................................................................... TRUSTEE	1.00 ................. 40.00	X	0	154,349	36,007
(5) JEAN HERVEY...................................................................... TRUSTEE	1.00 ................. 40.00	X	0	37,452	26,127
(6) JULIE KELLY...................................................................... TRUSTEE	1.00 ................. 40.00	X	0	148,020	21,794
(7) ROBERT KOVACS...................................................................... TRUSTEE	1.00 ................. 1.00	X	0	0	0
(8) DAVID MELMAN...................................................................... TRUSTEE	1.00 ................. 40.00	X	0	197,963	57,692
(9) HOMI B PATEL...................................................................... TRUSTEE	1.00 ................. 1.00	X	0	0	0
(10) WARREN PEPICELLI...................................................................... TRUSTEE	1.00 ................. 40.00	X	0	161,698	64,569
(11) EDGAR ROMNEY...................................................................... TRUSTEE	1.00 ................. 40.00	X	0	71,432	27,105
(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 (P)	1.00 ................. 40.00	X	0	46,440	0
(15) MARIA RIVERA...................................................................... TRUSTEE	1.00 ................. 40.00	X	0	106,745	0
(16) CHRIS BAUMANN...................................................................... TRUSTEE	1.00 ................. 40.00	X	0	123,758	0

(A) Name and business address	(B) Description of services	(C) Compensation
AMALGAMATED EMPLOYEE BENEFITS ADMINISTRA 333 WESTCHESTER AVENUE WHITE PLAINS,NY10604	ADMINISTRATION	33,269,792
EMPIRE HEALTHCHOICE ASSURANCE INC 2015 STAPLES WILL ROAD RICHMOND,VA23230	CLAIMS PROCESSING	3,570,219
ANTHEM BLUE CROSS BLUE SHIELD 4361 IRVIN SIMPSON ROAD MASON,OH45040	CLAIMS PROCESSING	3,097,920
AMALGAMATED MEDICAL CARE MANAGEMENT INC 333 WESTCHESTER AVENUE WHITE PLAINS,NY10604	ADMINISTRATOR	1,898,578
SCHULTE ROTH & ZABEL LLP 919 THIRD AVE NEW YORK,MA02211	CLAIMS PROCESSING	1,802,381
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

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) (Rev. 1-2025)

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) (Rev. 1-2025)

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	2,357,883	F
(B) HOUSING INVESTMENT TRUST	2,056,425	F
(C) COMMON COLLECTIVE TRUST	20,411,831	F
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)	24,826,139

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				6,379,929
(2)SECURITY DEPOSITS				120,563
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........				6,500,492

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	36,056,824
CASH OVERDRAFT	4,835,612
DUE TO RELATED PARTIES	647,205
MISCELLANEOUS LIABILITIES	28,529





Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	41,568,170
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) (Rev. 1-2025)

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	197,863,014
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	-6,077,851
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	-6,077,851
3	Subtract line 2e from line 1..................			3	203,940,865
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	159,680
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................			4c	159,680
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	204,100,545

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	203,900,325
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	-3,690,917
e	Add lines 2a through 2d....................			2e	-3,690,917
3	Subtract line 2e from line 1...................			3	207,591,242
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	159,680
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b.....................			4c	159,680
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	207,750,922

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 TO 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 -3,690,917.

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 TO 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 -3,690,917.

Schedule D (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

- TIN:

Schedule J
(Form 990)
(Rev. January 2025)

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

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) (Rev. 1-2025)

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 ------------- 235,199	0 ------------- 0	0 ------------- 0	0 ------------- 34,610	0 ------------- 10,247	0 ------------- 280,056	0 ------------- 0
2DAVID MELMAN TRUSTEE	(i) (ii)	0 ------------- 197,963	0 ------------- 0	0 ------------- 0	0 ------------- 24,511	0 ------------- 33,181	0 ------------- 255,655	0 ------------- 0
3WARREN PEPICELLI TRUSTEE	(i) (ii)	0 ------------- 161,698	0 ------------- 0	0 ------------- 0	0 ------------- 25,063	0 ------------- 39,506	0 ------------- 226,267	0 ------------- 0
4KATHY HANSHEW TRUSTEE	(i) (ii)	0 ------------- 154,349	0 ------------- 0	0 ------------- 0	0 ------------- 23,560	0 ------------- 12,447	0 ------------- 190,356	0 ------------- 0
5JULIE KELLY TRUSTEE	(i) (ii)	0 ------------- 148,020	0 ------------- 0	0 ------------- 0	0 ------------- 0	0 ------------- 21,794	0 ------------- 169,814	0 ------------- 0

Schedule J (Form 990) (Rev. 1-2025)

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) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

- TIN:

Schedule L
(Form 990)
(Rev. January 2025)

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

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) (Rev. 1-2025)

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	11,382	CUSTODIAL INVSTMT MGT		No
(2) AMALGAMATED EMPLOYEE BENEFITS ADMINISTRATORS INC	COMMON TRUSTEE/DIRECTOR	29,400,000	FUND ADMINISTRATION		No
(3) AMALGAMATED EMPLOYEE BENEFITS ADMINISTRATORS INC	COMMON TRUSTEE/DIRECTOR	3,869,792	THIRD PARTY ADMINISTRATION		No
(4) AMALGAMATED LIFE INSURANCE COMPANY	COMMON TRUSTEE/DIRECTOR	2,343,196	LIFE INSURANCE/DISAB		No
(5) AMALGAMTED MEDICAL CARE MANAGEMENT INC	COMMON TRUSTEE/DIRECTOR	1,898,578	THIRD PARTY ADMINISTRATION		No
(6) CHICAGO & MIDWEST REG JT BD	COMMON TRUSTEE/DIRECTOR	153,963	REIMBURSEMENT FOR SERVICES		No
(7) CONSOLIDATED RETIREMENT FD	COMMON TRUSTEE/DIRECTOR	25,040	REIMB-RETIREE OPT OUT		No
(8) LEGACY PLAN OF THE NRF	COMMON TRUSTEE/DIRECTOR	2,784,599	REIMBURSE EXP AND CONTRIBUTIONS		No
(9) MID-ATLANTIC REG JT BD	COMMON TRUSTEE/DIRECTOR	5,583	REIMBURSEMENT FOR SERVICES		No
(10) NYNJ REGIONAL JT BOARD	COMMON TRUSTEE/DIRECTOR	74,196	REIMBURSEMENT FOR SERVICES		No
(11) PENNSYLVANIA JOINT BOARD	COMMON TRUSTEE/DIRECTOR	61,435	REIMBURSEMENT FOR SERVICES		No
(12) SIDNEY HILLMAN CENTER	COMMON TRUSTEE/DIRECTOR	152,822	MEDICAL SERVICES		No
(13) SOUTHERN REGIONAL JT BD	COMMON TRUSTEE/DIRECTOR	111,219	REIMBURSEMENT FOR SERVICES		No
(14) SOUTHWEST REGIONAL JT BD	COMMON TRUSTEE/DIRECTOR	7,560	REIMBURSEMENT FOR SERVICES		No
(15) UNION HEALTH CENTER INC	COMMON TRUSTEE/DIRECTOR	18,418	MEDICAL SERVICES		No
(16) WESTERN STATE REGIONAL JOINT BOARD	COMMON TRUSTEE/DIRECTOR	45,200	REIMBURSEMENT FOR SERVICES		No
(17) WORKERS UNITED	COMMON TRUSTEE/DIRECTOR	20,604	REIMBURSEMENT FOR SERVICES		No
(18) AMALGAMATED EMPLOYEE BENEFITS ADMINISTRATORS INC	COMMON TRUSTEE/DIRECTOR	2,043	REIMBURSEMENT EXPENSE		No
(19) ALICO	COMMON TRUSTEE/DIRECTOR	1,978,047	CONTRIBUTION TO FUND		No
(20) PHILADELPHIA JOINT BOARD	COMMON TRUSTEE/DIRECTOR	2,715	REIMBURSEMENT FOR SERVICES		No
(21) NEW ENGLAND JOINT BOARD	COMMON TRUSTEE/DIRECTOR	373	REIMBURSEMENT FOR SERVICES		No

Part V

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

Return Reference	Explanation

Schedule L (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990)
(Rev. January 2025)
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 instructions and the latest information.

OMB No. 1545-0047

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 FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC. FORMS 990 ARE AVAILABLE UPON REQUEST.
FORM 990, PART XII, LINE 2C:	NO CHANGE FROM PRIOR YEAR.
FORM 990, PART V, LINE 2A:	THERE WERE 375 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) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)
(Rev. January 2025)

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

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) (Rev. 1-2025)

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) ADPL LLC
(12) ADVANCE FIBER TECHNOLOGIES CORP
(13) ADVANTUS CORP
(14) AES LLC CLARK UNIVERSITY
(15) AES LLC TOWSON UNIVERSITY
(16) AFP 107 CORP AND AFP MANAGEMENT CORP
(17) ALADDIN CD PURDUE-NORTHWEST UNIV - HAMMOND IN
(18) ALADDIN FOOD MGMT SVCS LLC SHAWNEE STATE UNIV
(19) ALADDIN FOOD MGMT SVCS LLC UW - OSHKOSH
(20) ALADDIN FOOD MGT SVCS LLC UNIV OF WIS - WW
(21) ALBANY LODGING GROUP LLC
(22) ALPHA AND OMEGA BUILDING SERVICES INC
(23) ALSCO - CHICAGO
(24) ALSCO - COLUMBIA SC
(25) ALSCO - LUBBOCK TX
(26) ALSCO - SHREVEPORT LA
(27) ALSCO INC
(28) ALSCO INC - DURHAM SERVITEX
(29) ALSCO INC - MEDFORD OREGON
(30) ALSCO INC - PORTLAND OR
(31) ALSCO INC - PORTLAND LINEN
(32) AMALGAMATED BANK OF CHICAGO (HMO) & (PPO)
(33) AMERICAN FRIENDS SERVICE COMMITTEE - WEST REGION
(34) AMGRAPH PACKAGING INC
(35) ANJAC FASHION BUILDINGS LLC
(36) ANNA YOUNG ASSOCIATES
(37) ARAMARK EDUCATION SVC LLC- OGLETHORPE UNIVERSITY
(38) ARAMARK BUS AND IND LLC VOLVO - DUBLIN VA
(39) ARAMARK BUSINESS SVCS LLC - HUNTINGTON INGALLS
(40) ARAMARK CAMPUS LLC BRADLEY UNIVERSITY CAMPUS
(41) ARAMARK EDU SVCS LLC CUYAHOGA CC - TRI CITY W
(42) ARAMARK EDU SVCS LLC UMASS - LOWELL
(43) ARAMARK EDU SVCS LLC WESTERN NEW ENGLAND UNIV
(44) ARAMARK EDU SVCS LLC SPRINGFIELD COLLEGE
(45) ARAMARK EDUCATIONAL SERVICES LLC
(46) ARAMARK EDUCATIONAL SVC SAGINAW VALLEY ST UNIV
(47) ARAMARK EDUCATIONAL SVCS LLC EDINBORO UNIV
(48) ARAMARK S & E SVCS LLC - PENN CONVENTION CTR
(49) ARAMARK SPRTS & ENT SVCS LLC - ROCKET MORTGAGE FH
(50) ARDWYN BINDING PRODUCTS CO INC
(51) ASTORIA PLACE OF WATERVILLE LLC
(52) AVI EDINBORO UNIVERSITY
(53) AVI FOODSYS INC BECHTEL MARINE PROPULSION KESSE
(54) AVI FOODSYS INC BECHTEL MARINE PROPULSION KNOL
(55) AVI FOODSYSTEMS INC - TOLEDO BRANCH
(56) AVI FOODSYSTEMS INC KENYON COLLEGE
(57) BAT FASHION INC
(58) BB OP CO - PITTSBURGH
(59) BB OP CO LLC
(60) BENNINGTON POTTERS INC
(61) BERGDORF GOODMAN
(62) BETSY & ADAM LTD
(63) BIOFIT ENGINEERED PRODUCTS
(64) BIXBY INTERNATIONAL CORP
(65) BON APPETIT A DIV OF COMP GRP INC TRINE UNIV
(66) BON APPETIT MANAGEMENT CO ST MARY'S COLLEGE
(67) BOYD'S LP
(68) BROWN AND CHURCH NECKWEAR
(69) BUFFALO YACHT CLUB
(70) BURBERRY LTD
(71) CANDLEWOOD PARK HEALTHCARE CENTER
(72) CEDAR FAIR LP
(73) CENTERPLATE INC IND CONV CTR & LUCAS OIL STAD
(74) CENTRAL LOCK & SECURITY SYSTEMS
(75) CHARTWELLS - NEW OR RECOV - COLLEGIATE UNIT #40244
(76) CHARTWELLS - NOLA - KIPP UNIT #40259
(77) CHARTWELLS - NOR SCH DIST - INSPIRE CAPDAU #54197
(78) CHARTWELLS - NOR SCH DIST - INSPIRE HS #54198
(79) CHARTWELLS - NORSD - NEW HARMONY HS
(80) CHARTWELLS - NORSD - WARREN EASTON
(81) CHARTWELLS LOUISBURG COLLEGE
(82) CHARTWELLS UNIVERSITY OF WISCONSIN RIVER FALLS
(83) CHARTWELLS UNIVERSITY OF WISCONSIN SUPERIOR
(84) CHARTWELLS XAVIER UNIVERSITY
(85) CHARTWELLS AT CLIO AREA SCHOOLS
(86) CHARTWELLS AT NOR SD - KIPP COGHILL #29248
(87) CHARTWELLS CDS WORCESTER STATE UNIVERSITY
(88) CHARTWELLS DIN SVCS LOWER DAUPHIN SCH DIST
(89) CHARTWELLS DINING SERVICES LASELL COLLEGE
(90) CHARTWELLS DINING SERVICES CHESTNUT HILL COLLEGE
(91) CHARTWELLS HIGHER EDUCATION - UWW
(92) CHARTWELLS HIGHER EDUCATION UMBC
(93) CHARTWELLS SCH DNG SVCS MUSKEGON SCH DISTRICT
(94) CHARTWELLS SCH DIN SVCS BILOXI MS SCH DIST
(95) CHARTWELLS SCH DINING N BRUNSWICK SCH DIST
(96) CHARTWELLS SCH DINING ORANGE SCH DISTRICT
(97) CHARTWELLS SCH DINING S BRUNSWICK SCH DIST
(98) CHARTWELLS SCH DINING STROUDSBURG SCH DIST
(99) CHARTWELLS SCHOOL DINING MONTVILLE SCHOOLS
(100) CHARTWELLS-NEW ORLEANS REC SCH DIST-FIRSTLINE
(101) CHARTWELLS-UNIVERSITY OF WI AT LA CROSSE UNIT# 317
(102) CHICAGO & MIDWEST REGIONAL JOINT BOARD
(103) CHICAGO JOBS WITH JUSTICE
(104) CHICAGO LESSEE LLC
(105) CINDUS CORPORATION
(106) COMPASS - APPALACHIAN BEHAVIORAL
(107) COMPASS - BON APPETIT STONEHILL COLLEGE
(108) COMPASS - NAVY FEDERAL CREDIT UNION
(109) COMPASS - NORTHCOAST BEHAVIORAL HEALTH
(110) COMPASS BOSTON MUSEUM OF SCIENCE
(111) COMPASS DETROIT EDI NUCLEAR NEWPORT & MONROE MI
(112) COMPASS-CARRIER COLLIERVILLE
(113) COMPASS-CUNA MUTUAL WI
(114) COMPASS-HEARTLAND BEHAVIORAL HEALTH
(115) COMPASS-M0895 WESTERN STATE HOSPITAL
(116) COMPASS-M6241 CAMBRIDGE DEVELOPMENT CENTER
(117) COMPASS-M7030 SUMMIT BEHAVIORAL HEALTH CENTER
(118) COMPASS-NORTHWEST OHIO PSYCHIATRIC HOSPITAL
(119) COMPASS-STANFORD GSB FOOD
(120) COMPASS-TWIN VALLEY BEHAVIORAL HEALTHCARE HOSPITAL
(121) COMPASS-UNIV OF ARIZONA STATE TECH
(122) CONNECTICUT AFL-CIO
(123) CORE LINEN SERVICES - BIRMINGHAM AL
(124) CORE LINEN SERVICES - COLUMBIA SC
(125) CORE LINEN SERVICES - MANTECA CA
(126) CORE LINEN SERVICES - WINSTON SALEM NC LNDRY
(127) CORE LINEN SERVICES GILROY CA
(128) CORE LINEN SERVICESCLERMONT FLCLERMONT FL
(129) CORE LINEN SERVICES - AUGUSTA GA LAUNDRY
(130) CORE LINEN SERVICES ROME GA
(131) CRESCENT HOTEL & RESORTS LLC - HILTON HTL CLE
(132) CROTHALL - DZT REG MED CNTR - PALM SPRINGS CA
(133) CROWN HEALTH CARE LAUNDRY SERVICES - LAKELAND FL
(134) CROWN HEALTH CARE LAUNDRY SERVICES INC- COLUMBIA
(135) CROWN HEALTH CARE LAUNDRY SVCS INC - PENSACOLA FL
(136) CROWN HEALTH CARE LAUNDRY SVCS INC - QUITMAN GA
(137) CROWN HEALTH CARE LAUNDRY SVCS INC - SELMA AL
(138) CROWN HEALTH CARE LNDRY SVCS INC - BISHOPVILLE SC
(139) CROWN LINEN SERVICE INC
(140) CULINART POINT PARK UNIVERSITY
(141) CURTO-LIGONIER FOUNDRIES CO
(142) CUSTOM PLASTICS INC - HMO
(143) DB REDIHEAT
(144) DECOR INC
(145) DIVINE REHABILITATION AND NURSING AT SYLVANIA LLC
(146) DUANE READE INC
(147) DULUTH HOTEL VENTURES LLC DBA RADISSON-KAEDING
(148) DULUTH NURSING REHABILITATION CENTER LLC
(149) DYNO NOBEL INC
(150) EASTERN CT AREA LABOR FEDERATION
(151) ECONOMY LINEN SERVICE INC
(152) EDS GENERAL ELECTRIC - EVENDALE PLANT 90 & 100
(153) EDS SAP AMERICA - NEWTOWN SQUARE PA
(154) EDS INC CONSTELLATION BRAIDWOOD NUCLEAR PLANT
(155) ELDORADO CAP COMPANY
(156) ELITE AIRLINE LAUNDRIES - TEXAS
(157) ELITE AIRLINE LINEN OF CHICAGO INC
(158) ELITE AIRLINES LAUNDRIES - ATLANTA GA
(159) ELVIRA CARE GROUP
(160) EMDEC INDUSTRIES
(161) ENESLOW PEDORTHIC ENTERPRISES INC
(162) ENGLISH AMERICAN TLRG CO
(163) ENSINGER PRECISION COMPONENTS INC
(164) ERMENEGILDO ZEGNA CORP
(165) EUREST DINING SERVICES - CATERPILLAR AB BUILDING
(166) EUREST DINING SERVICES - CATERPILLAR BUILDING AD
(167) EUREST DINING SERVICES - CATERPILLAR BUILDING KK
(168) EUREST DINING SERVICES - CATERPILLAR BUILDING LC
(169) EUREST DINING SERVICES - CATERPILLAR BUILDING LL
(170) EUREST DINING SERVICES - CATERPILLAR MAPLETON D
(171) EUREST DINING SERVICES - CATERPILLAR MORTON C
(172) EUREST DINING SERVICES - CATERPILLAR MOSSVILLE AC
(173) EUREST DINING SERVICES - CATERPILLAR SS
(174) EUREST DINING SERVICES GE AVIATION - LYNN MA
(175) EUREST DINING SERVICES LOCKHEED MARTIN
(176) EUREST DINING SERVICES TATE & LYLE CORPORATION
(177) EUREST DINING SERVICESCATERPILLAR INC - PONTIAC
(178) EUREST DINING SVCS THRIVENT FIN SVCS - MINN MN
(179) EUREST DINING SVCS CATERPILLAR TECH CENTER U-2078
(180) EUREST DINING SVCS - CATERPILLAR EDLC
(181) EUREST DINING SVCS - CATERPILLAR PROVING GROUNDS
(182) EUREST DINING SVCS - CATERPILLAR SPECIALTY PROD
(183) EUREST DINING SVCS-CATERPILLAR TECH CENTER U-2834
(184) EVEDEN INC
(185) EXCELLED SHEEPSKIN & LEATHER COAT CORP
(186) F & F AND A JACOBS & SONS
(187) FANATICS ROYAL INC
(188) FECHHEIMER BROTHERS CO GRANTSVILLE
(189) FILMPAK EXTRUSIONS LLC
(190) FOUR SEASONS INC
(191) FRANKLIN CLOTHING
(192) FRINGE MARKET NYC LLC
(193) FRONTLINE GROUP
(194) FULLBEAUTY BRANDS
(195) GARYLINE
(196) GERSON & GERSON INC
(197) GIDDON ENTERPRISES INC
(198) GIII APPAREL GROUP LTD
(199) GILIBERTO DESIGNS INC
(200) GITMAN & CO-IAG DIV OF THE TOM JAMES CO
(201) GNS HOTEL LLC
(202) HG MERCHANTS INCORPORATED
(203) HANES BRANDS INC
(204) HANOVER DIRECT MANUFACTURING LLC OF LA CROSSE WI
(205) HARODITE INDUSTRIES INC
(206) HC CONTRACTING INC
(207) HH-CLOYES INC
(208) HILTON AKRONFAIRLAWN
(209) HILTON SHORT HILLS
(210) HLT DRAKE LLC
(211) HLT PALMER HOUSE LLC - PALMER HOUSE HILTON
(212) HOLIDAY INN
(213) HOSPITAL CENTRAL SERVICES CORP INC - BALTIMORE
(214) HYATT REGENCY - CHICAGO
(215) HYATT REGENCY - O'HARE
(216) INDIVIDUALIZED SHIRT
(217) INNOVATIVE PLASTICS CORPORATION
(218) INTERTAPE POLYMER CORP DBA POLYAIR CORP
(219) JOHN FOX HOUSING PARTNERS LP
(220) JOS A BANK CLOTHIERS INC
(221) JOSEPH ABBOUD MFGCORP
(222) JUMP DESIGN GROUP INC
(223) KELLEY AVENUE PUBLIC WAREHOUSE COMPANY
(224) KENYON INDUSTRIES
(225) KEYBANK CENTER
(226) KEYSTONE UNIFORM CAP
(227) KLEAR-VU CORPORATION
(228) LAJCO INC
(229) LEMONT HOSPITALITY CORPORATION
(230) LEVY PREMIUM FOODSVS LTD PRTNRSP CHURCHILL DOWNS
(231) LIBRA INDUSTRIES INC
(232) LINCOLN COLLEGE OF TECHNOLOGY - NASHVILLE
(233) LINZER PRODUCTS CORP
(234) LUTHER HAVEN NURSING HOME
(235) M & S SCHMALBERG INC
(236) MADISON LABOR TEMPLE ASSOCIATION
(237) MADISON POLYMERIC ENGINEERING
(238) MAJESTIC CARE OF POINT PLACE
(239) MARSHALLS WOBURN MERCHANTS INC
(240) MARTIN GREENFIELD CLOTHIERS
(241) MASCHIO'S GREATER EGG HARBOR SCHOOL DISTRICT
(242) MASCHIO'S PLAINFIELD SCHOOL DISTRICT
(243) MASCHIO'S SOUTH AMBOY SCHOOL DISTRICT
(244) MASCHIO'S SOUTH BRUNSWICK SCHOOL DISTRICT
(245) MASCHIO'S FOOD SVCINC- BLOOMFIELD SCHOOL DIST
(246) MASHANTUCKET PEQUOT GAMING ENTERPRISE (FOXWOODS)
(247) MECHANICS LAUNDRY SVCS INC
(248) MICKEY'S LINEN & TOWEL SUPPLY INC - HAMMOND IN
(249) MICKEY'S LINEN CHICAGO
(250) MICKEY'S LINEN VILLA PARK
(251) MILADY BRIDALS INC
(252) MILTONS INCORPORATED
(253) MISS ELAINE INC
(254) MISSION LINEN SUPPLY - PLANT #2100 - SALINAS
(255) MISSION LINEN SUPPLY - PLANT #2300 - FRESNO
(256) MISSION LINEN SUPPLY - PLANT #2500 - CHICO
(257) MISSION LINEN SUPPLY - PLANT #300 - SALINAS
(258) MISSION LINEN SUPPLY - PLANT #4700 - SACRAMENTO
(259) MISSION LINEN SUPPLY - PLANT #4800 - SACRAMENTO
(260) MISSION LINEN SUPPLY - PLANT #700 - BAKERSFIELD
(261) MISSION LINEN SUPPLY - PLANT #800 - SANTA MARIA
(262) MISSION LINEN SUPPLY & UNIF SVCS - CMF PLANT# 8400
(263) MISSION NURSING HOME - PLYMOUTH MN
(264) MORGAN SERVICES INC
(265) MORRISON - ASSISI HEIGHTS - ROCHESTER MN
(266) MORRISON - FAIRMONT MN
(267) MORRISON - MANKATO MN
(268) MORRISON MC - HARWICK - ST FRANCIS ASSISI
(269) MORRISON MCH METHODIST CAMPUS ROCHESTER MN
(270) MORRISON MCH SAINT MARYS CAMPUS ROCHESTER MN
(271) MORRISON MCHS ALBERT LEA 404 WEST FOUNTAIN
(272) MORRISON MGMT SPECIALIST HOGAN REGIONAL CENTER
(273) MORRISON MGMT SPECIALIST WRENTHAM DEV CENTER
(274) MORRISON MGT SVC ARIZONA STATE HOSPITAL
(275) MORRISON-ARIZONA STATE HOSPITAL
(276) MR NED
(277) MYSTIC INC
(278) N B C NEVADA MERCHANTS INC
(279) NATCO PRODUCTS CORPORATION
(280) NBC DISTRIBUTORS INC
(281) NEW JERSEY HEADWEAR CORP
(282) NEW SYSTEM LAUNDRY LLC
(283) NICE APPAREL INC
(284) NORTH SHORE ESTATES LLCMONARCH HEALTHCARE MGT
(285) NSA (NATIONAL SAFETY APPAREL)
(286) OPEN CITIES HEALTH CENTER INC
(287) OSCAR DE LA RENTA LTD
(288) OXXFORD CLOTHES INC
(289) PADDY LEE FASHIONS INC
(290) PARADIGM PACKAGING EAST LLC
(291) PARK TERRACE NURSING AND REHAB CENTER
(292) PASSEMENTERIE INC
(293) PAUL STUART INC
(294) PEERLESS UMBRELLA CO INC
(295) PENDLETON WOOLEN MILLS INC - OREGON
(296) PENDLETON WOOLEN MILLS INC - WASHOUGAL WA
(297) PENDLETON WOOLEN MILLS INC - BELLEVUE NE
(298) PERFECT SHOULDER CO INC
(299) PJ MCINTYRES
(300) PLASTONICS INC
(301) POLY-PAK IND GROUP LLC
(302) POMPTONIAN FOOD SVCS WOODBRIDGE SCHOOL DISTRICT
(303) PORTLAND HOSPITAL SERVICE CORPORATION
(304) PRET ADVANCED MATERIALS
(305) PRYSMIAN CABLES AND SYSTEMS USA LLC
(306) PURITY SERVICES INC
(307) REBTEX INC
(308) REEF BAR
(309) RESORT SERVICES INC
(310) RICHMOND COMMUNITY SERVICES
(311) RIDGE GLOBAL INC
(312) RITZ-CARLTON WATER TOWER
(313) RIVER FALLS MFG CO
(314) ROBERT KAUFMAN - LOS ANGELES
(315) ROCH RIVERSIDE CONV CTR
(316) ROCHESTER ARENA LLC (BLUE CROSS ARENA)
(317) ROCHESTER TAILORED CLOTHING INC
(318) S ROTHSCHILD & CO INC
(319) SAM BONK UNIFORM CAP CO
(320) SARATOGA HARNESS RACING INC
(321) SCHOEN TRIMMING & CORD CO
(322) SCHOTT NYC CORPORATION
(323) SCION HOTELS LLC
(324) SCULLY SPORTSWEAR INC
(325) SCULLY SPORTSWEAR INC
(326) SDH EDU EAST LLC - BRIDGEWATER STATE UNIVERSITY
(327) SDH EDU EAST LLC THE COLLEGE OF SAINT ROSE
(328) SDH EDUCATION EAST LLC - MARQUETTE UNIVERSITY
(329) SDH EDUCATION EAST LLC - PROVIDENCE COLLEGE
(330) SDH EDUCATION EAST LLC - UNIV OF WI EAU CLAIRE
(331) SDH EDUCATION EAST LLC CLARK UNIVERSITY
(332) SDH EDUCATION EAST LLC CURRY COLLEGE
(333) SDH EDUCATION EAST LLC ENDICOTT COLLEGE
(334) SDH EDUCATION EAST LLC UMASS BOSTON
(335) SDH EDUCATION WEST LLC - OHIO NORTHERN UNIVERSITY
(336) SDH EDUCATION WEST LLC OHIO NORTHERN UNIVERSITY
(337) SDH EDUCATION WEST LLC UNIVERSITY ALBANY
(338) SDH EDUCATIONAL EAST LLC SALEM STATE UNIVERSITY
(339) SIDNEY HILLMAN MED CENTER
(340) SKOKIE VALLEY LAUNDRY AND DRY CLEANERSINC
(341) SODEXO OPS LLC UNIV OF VT FS - BURLINGTON VT
(342) SOL'S 4 PHARMACY INC
(343) SOUTHEASTERN MASS HOME HEALTH
(344) SOUTHWEST CORSET CORP
(345) SPECTRUM APPAREL CO INC - DOUGLAS GEORGIA
(346) STANBURY UNIFORM - WARSAW MO
(347) STANBURY UNIFORMS
(348) STAR CHILDREN'S DRESS CO INC - AMELIA VA
(349) STAR CHILDREN'S DRESS CO INC - NY
(350) STAR CHILDREN'S DRESS CO INC - NY (NON-UNION)
(351) STATE STREET HOTEL LLC
(352) STOLBERGER INC
(353) SUNCAST CORPORATION
(354) SUPERIOR SURGICAL GROUP INC - EUDORA AR
(355) SWAN DYEING AND PRINTING CORPORATION
(356) SWANY AMERICA CORP
(357) TAHARI LLC
(358) THE AMERICAN FRIENDS SVC COMMITTEE - MID-WEST REG
(359) THE AMERICAN FRIENDS SVC COMMITTEE - SOUTH REGION
(360) THE AMERICAN FRIENDS SVC COMMITTEE - NE REGION
(361) THE GREENBRIER
(362) THE JOSEPH A BANK MFG CO INC
(363) THE KASPER GROUP LLC
(364) THE PICKETT COMPANY
(365) THE ROSCOE COMPANY
(366) THE TOLEDO CLUB
(367) TOLEDO HEALTHCARE AND REHAB CENTER
(368) TOLEDO WINDOW CLEANING CONTRACTORS - HOLLAND INC
(369) TOLEDO WINDOW CLEANING CONTRACTORS - TBS
(370) TPE ACQUISITION INC
(371) U CONN-DEPT OF DINING SVCS
(372) US BUTTON CORPORATION
(373) UNION PRESCRIPTION CENTER #1 INC - MT MORRIS MI
(374) UNITE HERE LOCAL 74 WELFARE AND DENTAL TRUST
(375) UNIVERSAL SPORTSWEAR
(376) VESTIS SERVICES LLC - #505 REDDING
(377) VESTIS SERVICES LLC - #506 SACRAMENTO
(378) VESTIS SERVICES LLC - BIRMINGHAM AL
(379) VESTIS SERVICES LLC - CHICAGO LNDRY
(380) VESTIS SERVICES LLC - CORVALLIS OR
(381) VESTIS SERVICES LLC - DURHAM NC CR
(382) VESTIS SERVICES LLC - EUGENE OR
(383) VESTIS SERVICES LLC - JACKSONVILLE FL
(384) VESTIS SERVICES LLC - LAWRENCE MA
(385) VESTIS SERVICES LLC - MC 307 - CHARLOTTE NC
(386) VESTIS SERVICES LLC - MEMPHIS TN
(387) VESTIS SERVICES LLC - NE AIRPORT WAY PORTLAND
(388) VESTIS SERVICES LLC - NW 23RD AVE PORTLAND
(389) VESTIS SERVICES LLC - ORLANDO FL
(390) VESTIS SERVICES LLC - POMPANO FL
(391) VESTIS SERVICES LLC - REDMOND OR
(392) VESTIS SERVICES LLC - SALEM OR
(393) VESTIS SERVICES LLC - SAVANNAH GA
(394) VESTIS SERVICES LLC- #503 - FRESNO
(395) VESTIS SERVICES LLC- #515 - SO SF
(396) VESTIS SERVICES LLC DUNCAN SC
(397) VESTIS SERVICES LLC 504 - MODESTO
(398) VESTIS SERVICES LLC- 518 - HAYWARD
(399) VESTIS SERVICES LLC- ATLANTA GA - MC 567
(400) VESTIS SERVICES LLC- BAYAMON PR CLEANROOM
(401) VESTIS SERVICES LLC- GREENSBORO NC
(402) VESTIS SERVICES LLC-#508 - NOVATO CA
(403) W DIAMOND GROUP CHICAGO
(404) WELLLIFE NETWORK
(405) WELLLIFE NETWORK - THE CLEAN CORP
(406) WILSON SPORTING GOODS COMPANY
(407) WIMAN CORPORATION INC
(408) XEROX CORPORATION - MIDDLETOWN OH

Schedule R (Form 990) (Rev. 1-2025)

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	689,719	CASH BASIS
(2) AMALGAMATED BANK OF NEW YORK	M	11,382	CASH BASIS
(3) AMALGAMATED EMPLOYEE BENEFITS ADMINISTRATORS INC	M	33,269,792	CASH BASIS
(4) AMALGAMATED EMPLOYEE BENEFITS ADMINISTRATORS INC	P	2,043	CASH BASIS
(5) AMALGAMATED LIFE INSURANCE COMPANY	M	2,343,196	CASH BASIS
(6) AMALGAMATED LIFE INSURANCE COMPANY	S	1,978,047	CASH BASIS
(7) AMALGAMATED MEDICAL CARE MANAGEMENT INC	M	1,898,578	CASH BASIS
(8) CHICAGO & MIDWEST REGIONAL JOINT BOARD	P	153,963	CASH BASIS
(9) CHICAGO & MIDWEST REGIONAL JOINT BOARD	S	784,188	CASH BASIS
(10) CONSOLIDATED RETIREMENT FUND	Q	25,040	CASH BASIS
(11) LAUNDRY DISTRIBUTION & FOOD SERVICE JT BD	S	411,395	CASH BASIS
(12) LAUNDRY DRY CLEANING WORKERS ALLIED IND	S	35,245	CASH BASIS
(13) LEGACY PLAN OF THE NATIONAL RETIREMENT FUND	P	28	CASH BASIS
(14) LEGACY PLAN OF THE NATIONAL RETIREMENT FUND	R	2,094,852	CASH BASIS
(15) LEGACY PLAN OF THE NATIONAL RETIREMENT FUND	S	200,474	CASH BASIS
(16) MID-ATLANTIC REGIONAL JOINT BOARD	P	5,583	CASH BASIS
(17) MID-ATLANTIC REGIONAL JOINT BOARD	S	255,662	CASH BASIS
(18) NEW YORK METROPOLITAN AREA JOINT BOARD	S	117,161	CASH BASIS
(19) NEW YORK NEW JERSEY REGIONAL JOINT BOARD	P	74,196	CASH BASIS
(20) NEW YORK NEW JERSEY REGIONAL JOINT BOARD	S	380,528	CASH BASIS
(21) PENNSYVANIA JOINT BOARD	P	61,435	CASH BASIS
(22) PENNSYVANIA JOINT BOARD	S	301,941	CASH BASIS
(23) PHILADELPHIA JOINT BOARD	S	7,513	CASH BASIS
(24) ROCHESTER REGIONAL JOINT BOARD	S	828	CASH BASIS
(25) SEIU LOCAL 49	K	9,840	CASH BASIS
(26) SIDNEY HILLMAN FOUNDATION INC	S	33,877	CASH BASIS
(27) SIDNEY HILLMAN HEALTH CENTER	P	152,822	CASH BASIS
(28) SIDNEY HILLMAN HEALTH CENTER	S	150,152	CASH BASIS
(29) SIDNEY HILLMAN MEDICAL CENTER	S	904	CASH BASIS
(30) SOUTHERN REGIONAL JOINT BOARD	P	111,219	CASH BASIS
(31) SOUTHERN REGIONAL JOINT BOARD	S	480,397	CASH BASIS
(32) SOUTHWEST REGIONAL JOINT BOARD	P	7,560	CASH BASIS
(33) SOUTHWEST REGIONAL JOINT BOARD	S	76,572	CASH BASIS
(34) UNION HEALTH CENTER INC	M	18,418	CASH BASIS
(35) WESTERN STATE REGIONAL JOINT BOARD	P	45,200	CASH BASIS
(36) WESTERN STATE REGIONAL JOINT BOARD	S	108,502	CASH BASIS
(37) WORKER UNITED LOCAL 50	S	105,492	CASH BASIS
(38) WORKERS UNITED SEIU REG ACC	P	20,604	CASH BASIS
(39) WORKERS UNITED SEIU REG ACC	S	569,952	CASH BASIS
(40) NEW ENGLAND JOINT BOARD	S	373	CASH BASIS

Schedule R (Form 990) (Rev. 1-2025)

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) (Rev. 1-2025)

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) (Rev. 1-2025)

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	15
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 2024 (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) .........	186,950,773	193,657,473
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	1,460,048	10,001,513
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	668,241	441,559
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	189,079,062	204,100,545
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).....	161,432,515	175,948,865
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)....	30,426,877	31,802,057
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	191,859,392	207,750,922
19	Revenue less expenses. Subtract line 18 from line 12.......	-2,780,330	-3,650,377
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	82,148,604	79,607,568
21	Total liabilities (Part X, line 26).............	34,915,471	42,102,663
22	Net assets or fund balances. Subtract line 21 from line 20.....	47,233,133	37,504,905

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	1,283,056	278,151

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	163,698,583	163,698,583
b	EMPLOYEE CONTRIBUTIONS	900099	29,958,890	29,958,890
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		193,657,473

3 Investment income (including dividends, interest, and othersimilar amounts) ......			1,601,261			1,601,261
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	25,994,784
b	Less: cost or other basis and sales expenses	7b	17,594,532
c	Gain or (loss)	7c	8,400,252
d	Net gain or (loss).........			8,400,252			8,400,252
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	441,559	441,559
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			441,559
12	Total revenue. See instructions.....			204,100,545	194,099,032	0	10,001,513

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 .......	175,948,865
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 .........	1,175,973
c	Accounting ...........	70,000
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	159,680
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	119,973
12	Advertising and promotion ....
13	Office expenses .......	69,486
14	Information technology ......	135,992
15	Royalties ..
16	Occupancy ...........	55,040
17	Travel ............	7,317
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	2,649
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..
23	Insurance ...	185,092
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	29,820,371
b	TAX PENALTIES	484
c
d
e	All other expenses
25	Total functional expenses. Add lines 1 through 24e	207,750,922
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 .........		9,298,413	2	10,773,917
3	Pledges and grants receivable, net ......			3
4	Accounts receivable, net .............		15,422,865	4	19,695,197
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 ......		4,684,800	9	4,314,497
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 .		6,487,886	11	13,497,326
12	Investments—other securities. See Part IV, line 11 .....		40,195,708	12	24,826,139
13	Investments—program-related. See Part IV, line 11 ..			13
14	Intangible assets ...............			14
15	Other assets. See Part IV, line 11 ...........		6,058,932	15	6,500,492
16	Total assets. Add lines 1 through 15 (must equal line 33)...		82,148,604	16	79,607,568

17	Accounts payable and accrued expenses .....	374,641	17	534,493
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	34,540,830	25	41,568,170
26	Total liabilities. Add lines 17 through 25..	34,915,471	26	42,102,663

	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 .....	47,233,133	29	37,504,905
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 ...........	47,233,133	32	37,504,905
33	Total liabilities and net assets/fund balances ........	82,148,604	33	79,607,568