Civic Intelligence

Amalgamated National Health Fund

EIN 27-4411485 • 501(c)9 • White Plains, NY

Profile

Health fund providing health and welfare benefits to eligible participants and their dependents.

333 Westchester AvenueWhite Plains, NY 10604

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

89th percentile

0.53x

Higher debt load relative to assets than 89% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

76th percentile

0.21x

Higher debt load relative to revenue than 76% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Net Margin

27th percentile

-1.8%

Higher net margin than 27% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

31st percentile

-0.1%

Faster asset growth than 31% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2022 to 2024

Revenue Growth

57th percentile

7.4%

Faster revenue growth than 57% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2022 to 2024

Assets

Down

$79,607,568

Down $2,541,036 (-3.1%) from 2023

Liabilities

Up

$42,102,663

Up $7,187,192 (+21%) from 2023

Net Assets

Down

$37,504,905

Down $9,728,228 (-21%) from 2023

Revenue

Up

$204,100,545

Up $15,021,483 (+7.9%) from 2023

Expenses

Up

$207,750,922

Up $15,891,530 (+8.3%) from 2023

Net Income

Down

-$3,650,377

Down $870,047 (-31%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150M$100M$50M$0Assets 2012: $123,014,474Liabilities 2012: $38,416,982Net Assets 2012: $84,597,4922012Assets 2013: $122,787,647Liabilities 2013: $37,286,324Net Assets 2013: $85,501,3232013Assets 2014: $126,227,693Liabilities 2014: $42,948,541Net Assets 2014: $83,279,1522014Assets 2015: $116,358,913Liabilities 2015: $39,349,481Net Assets 2015: $77,009,4322015Assets 2016: $116,558,913Liabilities 2016: $37,016,934Net Assets 2016: $79,541,9792016Assets 2017: $124,818,864Liabilities 2017: $37,742,777Net Assets 2017: $87,076,0872017Assets 2018: $124,763,083Liabilities 2018: $38,339,210Net Assets 2018: $86,423,8732018Assets 2019: $132,598,517Liabilities 2019: $40,413,128Net Assets 2019: $92,185,3892019Assets 2020: $107,820,090Liabilities 2020: $44,665,384Net Assets 2020: $63,154,7062020Assets 2021: $95,902,147Liabilities 2021: $38,284,576Net Assets 2021: $57,617,5712021Assets 2022: $79,814,281Liabilities 2022: $32,994,688Net Assets 2022: $46,819,5932022Assets 2023: $82,148,604Liabilities 2023: $34,915,471Net Assets 2023: $47,233,1332023Assets 2024: $79,607,568Liabilities 2024: $42,102,663Net Assets 2024: $37,504,9052024

Highlighted filing

2024

Assets$79,607,568
Liabilities$42,102,663
Net Assets$37,504,905

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300M$200M$100M$0-$100MExpenses 2012: $189,289,1812012Revenue 2013: $174,682,498Expenses 2013: $177,491,857Net Income 2013: -$2,809,3592013Revenue 2014: $184,932,085Expenses 2014: $188,340,131Net Income 2014: -$3,408,0462014Revenue 2015: $193,440,115Expenses 2015: $195,599,985Net Income 2015: -$2,159,8702015Revenue 2016: $196,559,440Expenses 2016: $194,813,547Net Income 2016: $1,745,8932016Revenue 2017: $202,816,966Expenses 2017: $196,395,751Net Income 2017: $6,421,2152017Revenue 2018: $206,174,998Expenses 2018: $199,380,091Net Income 2018: $6,794,9072018Revenue 2019: $212,290,345Expenses 2019: $213,632,276Net Income 2019: -$1,341,9312019Revenue 2020: $176,930,396Expenses 2020: $200,045,498Net Income 2020: -$23,115,1022020Revenue 2021: $172,209,851Expenses 2021: $177,706,463Net Income 2021: -$5,496,6122021Revenue 2022: $177,000,760Expenses 2022: $178,109,896Net Income 2022: -$1,109,1362022Revenue 2023: $189,079,062Expenses 2023: $191,859,392Net Income 2023: -$2,780,3302023Revenue 2024: $204,100,545Expenses 2024: $207,750,922Net Income 2024: -$3,650,3772024

Highlighted filing

2024

Revenue$204,100,545
Expenses$207,750,922
Net Income-$3,650,377

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 6, 2025
Return Version
2024v5.2
Gross Receipts
$221,695,077
Mission and Program Overview

Mission

Health fund providing health and welfare benefits to eligible participants and their dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$47,233,133$37,504,905▼ $9,728,228
Investments Other Securities$40,195,708$24,826,139▼ $15,369,569
Accounts Receivable$15,422,865$19,695,197▲ $4,272,332
Investments in Publicly Traded Securities$6,487,886$13,497,326▲ $7,009,440
Savings and Temporary Cash Investments$9,298,413$10,773,917▲ $1,475,504
Prepaid Expenses and Deferred Charges$4,684,800$4,314,497▼ $370,303
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$82,148,604$79,607,568▼ $2,541,036
Other Assets Total$6,058,932$6,500,492▲ $441,560
Liabilities
Other Liabilities$34,540,830$41,568,170▲ $7,027,340
Accounts Payable and Accrued Expenses$374,641$534,493▲ $159,852
Total Liabilities$34,915,471$42,102,663▲ $7,187,192
Net Assets / Fund Balance
Total Net Assets Fund Balance$47,233,133$37,504,905▼ $9,728,228
Total Liabilities and Net Assets / Fund Balance$82,148,604$79,607,568▼ $2,541,036

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$120,563--
Other Securities$20,411,831--
Compensation and Service Providers

Employees

NameTitleOtherTotal
Chris BaumannTrustee$123,758$123,758
Maria RiveraTrustee$106,745$106,745
Edgar RomneyTrustee$98,537$98,537
Jean HerveyTrustee$63,579$63,579
Patrick Jones SrTrustee (p)$46,440$46,440

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Amalgamated Employee Benefits AdministraAdministration333 WESTCHESTER AVENUE, White Plains, NY 10604$33,269,792
Empire Healthchoice Assurance INCClaims Processing2015 STAPLES WILL ROAD, Richmond, VA 23230$3,570,219
Anthem Blue Cross Blue ShieldClaims Processing4361 IRVIN SIMPSON ROAD, Mason, OH 45040$3,097,920
Amalgamated Medical Care Management INCAdministrator333 WESTCHESTER AVENUE, White Plains, NY 10604$1,898,578
Schulte Roth & Zabel LLPClaims Processing919 THIRD AVE, New York, MA 02211$1,802,381
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$193,657,473
Investment Income
$10,001,513
Other Revenue
$441,559
Change in Net Assets
$-3,650,377

Audited Revenue Reconciliation

Revenue per Audited Statements
$203,940,865
Revenue Not Reported on Financial Statements
$159,680
Revenue Not Reported on Form 990
$-6,077,851
Total Revenue per Audited Statements
$197,863,014
Total Revenue per Form 990
$204,100,545
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$31,802,057
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$175,948,865
Fees for Services Legal---$1,175,973
Insurance---$185,092
Fees for Service Investment Mgmnt Fees---$159,680
Information Technology---$135,992
Fees for Services Other---$119,973
Fees for Services Accounting---$70,000
Office Expenses---$69,486
Occupancy---$55,040
Travel---$7,317
Conferences and Meetings---$2,649
Other Expenses---$484
Total Functional Expenses$0$0$0$207,750,922

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$207,750,922
Expenses per Audited Statements$207,591,242
Total Expenses per Audited Statements$203,900,325
Expenses Not Reported on Financial Statements$159,680
Expenses Not Reported on Form 990$-3,690,917
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Common Trustee/directorFund AdministrationNo$29,400,000
-Common Trustee/directorThird Party AdministrationNo$3,869,792
-Common Trustee/directorReimburse Exp and ContributionsNo$2,784,599
-Common Trustee/directorLife Insurance/disabNo$2,343,196
-Common Trustee/directorContribution to FundNo$1,978,047
-Common Trustee/directorThird Party AdministrationNo$1,898,578
-Common Trustee/directorReimbursement for ServicesNo$153,963
-Common Trustee/directorMedical ServicesNo$152,822
-Common Trustee/directorReimbursement for ServicesNo$111,219
-Common Trustee/directorReimbursement for ServicesNo$74,196
-Common Trustee/directorReimbursement for ServicesNo$61,435
-Common Trustee/directorReimbursement for ServicesNo$45,200
-Common Trustee/directorReimb-retiree Opt OutNo$25,040
-Common Trustee/directorReimbursement for ServicesNo$20,604
-Common Trustee/directorMedical ServicesNo$18,418
-Common Trustee/directorCustodial Invstmt MgtNo$11,382
-Common Trustee/directorReimbursement for ServicesNo$7,560
-Common Trustee/directorReimbursement for ServicesNo$5,583
-Common Trustee/directorReimbursement for ServicesNo$2,715
-Common Trustee/directorReimbursement ExpenseNo$2,043
-Common Trustee/directorReimbursement for ServicesNo$373
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Benefit Obligation to Participant$36,056,824
Cash Overdraft$4,835,612
Due to Related Parties$647,205
Miscellaneous Liabilities$28,529
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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 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.

Filing and Contact Details

Filer

Filer Name
Amalgamated National Health Fund
EIN
27-4411485
Phone
9173675000
Address
333 WESTCHESTER AVENUE, WHITE PLAINS, NY 10604

Signing Officer

Name
Lynne Fox
Title
Trustee
Phone
9173675000
Signed
2025-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lynne Fox
Formed
1945
Legal Domicile
Ny
Voting Board Members
15
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Novak Francella LLC
Address
40 MONUMENT RD 5TH FLR, BALA CYNWYD, PA 19004
Preparer
Louis Verzella CPA
Phone
6106689400
Supplemental Narrative

Additional Explanations

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.

Financial Statement Notes

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.

Raw XML AppendixShowing 400 of 1,550 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/PersonNm2LYNNE FOX
IRS990/Form990PartVIISectionAGrp/PersonNm3KATHY HANSHEW
IRS990/Form990PartVIISectionAGrp/PersonNm4JEAN HERVEY
IRS990/Form990PartVIISectionAGrp/PersonNm5JULIE KELLY
IRS990/Form990PartVIISectionAGrp/PersonNm6ROBERT KOVACS
IRS990/Form990PartVIISectionAGrp/PersonNm7DAVID MELMAN
IRS990/Form990PartVIISectionAGrp/PersonNm8HOMI B PATEL
IRS990/Form990PartVIISectionAGrp/PersonNm9WARREN PEPICELLI
IRS990/Form990PartVIISectionAGrp/PersonNm10EDGAR ROMNEY
IRS990/Form990PartVIISectionAGrp/PersonNm11RICHARD RUMELT
IRS990/Form990PartVIISectionAGrp/PersonNm12STEVEN E THOMAS
IRS990/Form990PartVIISectionAGrp/PersonNm13PATRICK JONES SR
IRS990/Form990PartVIISectionAGrp/PersonNm14MARIA RIVERA
IRS990/Form990PartVIISectionAGrp/PersonNm15CHRIS BAUMANN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2235199
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3154349
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt437452
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt5148020
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt7197963
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt9161698
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1071432
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1346440
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt14106745
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt15123758
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE (P)
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01945
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt08400252
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt025994784
IRS990/GrossReceiptsAmt0221695077
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0135992
IRS990/InsuranceGrp/TotalAmt0185092
IRS990/InvestmentIncomeGrp/ExclusionAmt01601261
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01601261
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt040195708
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt024826139
IRS990/InvestmentsPubTradedSecGrp/BOYAmt06487886
IRS990/InvestmentsPubTradedSecGrp/EOYAmt013497326
IRS990/IRPDocumentCnt03026
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt017594532
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0HEALTH FUND PROVIDING HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt047233133
IRS990/NetAssetsOrFundBalancesEOYAmt037504905
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt08400252
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt08400252
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-6077851
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt055040
IRS990/OfficeExpensesGrp/TotalAmt069486
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt06058932
IRS990/OtherAssetsTotalGrp/EOYAmt06500492
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FUND SERVICE EXPENSES
IRS990/OtherExpensesGrp/Desc1TAX PENALTIES
IRS990/OtherExpensesGrp/TotalAmt029820371
IRS990/OtherExpensesGrp/TotalAmt1484
IRS990/OtherLiabilitiesGrp/BOYAmt034540830
IRS990/OtherLiabilitiesGrp/EOYAmt041568170
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0NET ASSET HELD-NRF 401(H)
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0441559
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0441559
IRS990/OtherRevenueTotalAmt0441559
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04684800
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04314497
IRS990/PrincipalOfficerNm0LYNNE FOX
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0163698583
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt129958890
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0163698583
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt129958890
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0161432515
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01460048
IRS990/PYOtherExpensesAmt030426877
IRS990/PYOtherRevenueAmt0668241
IRS990/PYProgramServiceRevenueAmt0186950773
IRS990/PYRevenuesLessExpensesAmt0-2780330
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0191859392
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0189079062
IRS990/ReconcilationRevenueExpnssAmt0-3650377
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt09298413
IRS990/SavingsAndTempCashInvstGrp/EOYAmt010773917
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt0-3690917
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0159680
IRS990ScheduleD/ExpensesSubtotalAmt0207591242
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0159680
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0159680
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-6077851
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt06379929
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1120563
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0NET ASSETS HELD IN LEGACY PLAN OF NATIONAL RETIREMENT FUND
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1SECURITY DEPOSITS
IRS990ScheduleD/OtherExpensesIncludedAmt0-3690917
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt036056824
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt14835612
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2647205
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt328529
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFIT OBLIGATION TO PARTICIPANT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CASH OVERDRAFT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DUE TO RELATED PARTIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3MISCELLANEOUS LIABILITIES
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt02357883
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt12056425
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt220411831
IRS990ScheduleD/OtherSecuritiesGrp/Desc0HEDGE FUND OF FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1HOUSING INVESTMENT TRUST
IRS990ScheduleD/OtherSecuritiesGrp/Desc2COMMON COLLECTIVE TRUST
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/RevenueNotReportedAmt0-6077851
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0159680
IRS990ScheduleD/RevenueSubtotalAmt0203940865
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING 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.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN BENEFIT OBLIGATION -3,690,917.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt06500492
IRS990ScheduleD/TotalBookValueSecuritiesAmt024826139
IRS990ScheduleD/TotalExpensesPerForm990Amt0207750922
IRS990ScheduleD/TotalLiabilityAmt041568170
IRS990ScheduleD/TotalRevenuePerForm990Amt0204100545
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0197863014
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0203900325
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30

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