# Amalgamated National Health Fund

Amalgamated National Health Fund is a Pension Fund based in White Plains, United States.

## Overview

- **Organization type:** Pension Fund
- **Headquarters:** White Plains, United States
- **Region:** North America
- **Address:** White Plains, NY, United States
- **Founded:** 1945
- **Assets under management:** Undisclosed
- **Website:** amalgamatedbenefits.com
- **LinkedIn:** https://www.linkedin.com/company/amalgamated-life-insurance

## Regulatory record

- **Reports private funds:** No

## About

The Amalgamated National Health Fund traces its structure to the consolidation of multiple union health funds now aligned with Workers United, an SEIU affiliate. Edgar Romney Sr. also serves as trustee alongside his role as Secretary-Treasurer of Workers United. The fund operates as a Taft-Hartley vehicle that supplies health and welfare benefits rather than traditional investment deployment. Confirmed holdings include a stake in Local 169 Realty Corporation in New York and bankruptcy claims tied to Neiman Marcus, Nine West and HMX. Geographic reach centers on employers across the United States. No public disclosure exists on total assets or professional headcount. The fund maintains ties to Amalgamated Bank and Amalgamated Life Insurance Company within the broader Amalgamated Family of Companies. It lists affiliations with the Amalgamated Foundation and Sidney Hillman Foundation. Governance rests with trustees drawn from labor leadership, creating direct linkage between plan administration and the founding union network rather than external investment committees.

## Sectors

- Healthcare Services

## People

- Julie Kelly — Trustee
- Edgar Romney Sr. — Trustee

## Questions

### Who runs investment decisions at Amalgamated National Health Fund?

Trustees Julie Kelly and Edgar Romney Sr. oversee the fund. No separate CIO or external investment committee is identified in available records.

### How does Amalgamated National Health Fund source proprietary deal flow?

The fund does not disclose an active investment sourcing process. Its recorded positions appear tied to legacy union real estate and bankruptcy claims.

### Does Amalgamated National Health Fund participate in fund commitments or only direct deals?

Available information shows only direct holdings such as Local 169 Realty Corporation and select bankruptcy claims.

### How is Amalgamated National Health Fund related to Amalgamated Bank?

Amalgamated Bank serves as a strategic financial partner with shared labor-movement heritage.

## Related profiles

- [Amalgamated Capital](https://altss.com/profile/amalgamated-capital)
- [Amalgam Capital](https://altss.com/profile/amalgam-capital)

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Last updated: 2026-06-03T20:00:00.000Z

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