TEAMSTERS LOCAL 559 HEALTH SERVICES AND INSURANCE PLAN: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: TEAMSTERS LOCAL 559 HEALTH SERVICES AND INSURANCE PLAN (EIN 06-0683663)
Tax period: 2024-07-01 to 2025-06-30
Filed: 2026-05-05
IRS object ID: 202641259349301109
Schema version: 2024v5.5
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule D
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-05-05T07:30:47-05:00	ReturnTs
Tax Period End	2025-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	061298465	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	SM ESPOSITO & CO PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	3013 DIXWELL AVENUE	AddressLine1Txt
City	HAMDEN	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06518	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2024-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	060683663	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	LOCAL 671A HEALTH SERVICE AND	BusinessNameLine1Txt
Business Name Line2	INSURANCE PLAN	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	LOCA	BusinessNameControlTxt
Phone	8602430671	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	18 BRITTON DRIVE	AddressLine1Txt
City	BLOOMFIELD	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06002	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ANTHONY LEPORE	PersonNm
Person Title	UNION TRUSTEE	PersonTitleTxt
Phone	8602430671	PhoneNum
Signature	2026-04-28	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	DANA HARVEY CPA	PreparerPersonNm
PTIN	P01452206	PTIN
Phone	2033877771	PhoneNum

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	ANTHONY LEPORE	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	18 BRITTON DRIVE	AddressLine1Txt
City	BLOOMFIELD	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06002	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$16,486,390	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c	Yes (X)	Organization501cInd
Website Address	N/A	WebsiteAddressTxt
Type Of Organization Trust	Yes (X)	TypeOfOrganizationTrustInd
Formation	1958	FormationYr
Legal Domicile State	CT	LegalDomicileStateCd
Activity Or Mission	SELF-INSURED HEALTH BENEFIT PLAN	ActivityOrMissionDesc
Voting Members Governing Body	3	VotingMembersGoverningBodyCnt
Voting Members Independent	3	VotingMembersIndependentCnt
Total Employee	3	TotalEmployeeCnt
Total Volunteers	0	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$0	PYContributionsGrantsAmt
CY Contributions Grants	$0	CYContributionsGrantsAmt
PY Program Service Revenue	$9,095,062	PYProgramServiceRevenueAmt
CY Program Service Revenue	$8,917,210	CYProgramServiceRevenueAmt
PY Investment Income	$2,746,563	PYInvestmentIncomeAmt
CY Investment Income	$2,753,858	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$101,524	CYOtherRevenueAmt
PY Total Revenue	$11,841,625	PYTotalRevenueAmt
CY Total Revenue	$11,772,592	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$8,876,463	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$10,319,615	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$301,757	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$317,791	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$561,515	PYOtherExpensesAmt
CY Other Expenses	$548,867	CYOtherExpensesAmt
PY Total Expenses	$9,739,735	PYTotalExpensesAmt
CY Total Expenses	$11,186,273	CYTotalExpensesAmt
PY Revenues Less Expenses	$2,101,890	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$586,319	CYRevenuesLessExpensesAmt
Total Assets BOY	$44,215,536	TotalAssetsBOYAmt
Total Assets EOY	$47,377,410	TotalAssetsEOYAmt
Total Liabilities BOY	$1,232,672	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$1,803,092	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$42,982,864	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$45,574,318	NetAssetsOrFundBalancesEOYAmt
Mission	PROVIDE SELF INSURED HEALTH BENEFITS TO MEMBERS COVERED UNDER A COLLECTIVE BARGAINING AGREEMENT NEGOTIATED BY THE TEAMSTER LOCAL 671 UNION.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Desc	PROVIDES INSURED AND SELF-INSURED MEDICAL, DEATH AND LIFEINSURANCE BENEFITS TO 1,018 ACTIVE AND RETIRED MEMBERS AND THEIR DEPENDENTS.	Desc
Described In Section501c3	0	DescribedInSection501c3Ind
Schedule B Required	0	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	0	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	0	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	3	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	3	GoverningBodyVotingMembersCnt
Independent Voting Member	3	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	0	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	0	ConflictOfInterestPolicyInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	0	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ANTHONY LEPORE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	8602430671	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	18 BRITTON DRIVE	AddressLine1Txt
City	BLOOMFIELD	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06002	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (3 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
ANTHONY LEPORE
UNION TRUSTEE	4.00	60.00	Yes (X)	$0	$190,565	$55,002
SCOTT BLAIS
EMPLOYER TRUSTEE	2.00		Yes (X)	$0	$0	$0
ARTHUR BELL
UNION TRUSTEE	4.00	60.00	Yes (X)	$0	$172,641	$55,574

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$0	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$363,206	TotReportableCompRltdOrgAmt
Total Other Compensation	$110,576	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ANTHEM BLUE CROSS BLUE SHIELD	BusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1351 WM HOWARD TAFT RD	AddressLine1Txt
City	CINCINNATI	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	45206	ZIPCd

Field	Value	IRS element (for citing)
Services	CLAIM REPRICING & ADMIN	ServicesDesc
Compensation	$144,888	CompensationAmt

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	1	CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS	900099	$8,757,973	$8,757,973
SPECIAL RETIREE CONTRIBUTIONS	900099	$108,194	$108,194
PAYROLL AUDIT CONTRIBUTIONS	900099	$42,499	$42,499
COBRA CONTRIBUTIONS	900099	$8,544	$8,544

Field	Value	IRS element (for citing)
Total Program Service Revenue	$8,917,210	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,307,551	TotalRevenueColumnAmt
Exclusion	$1,307,551	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$6,160,105	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$4,713,798	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$1,446,307	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,446,307	TotalRevenueColumnAmt
Exclusion	$1,446,307	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	REFUNDS AND SETTLEMENTS	Desc
Business	900099	BusinessCd
Total Revenue Column	$101,524	TotalRevenueColumnAmt
Related Or Exempt Func Income	$101,524	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$101,524	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$11,772,592	TotalRevenueColumnAmt
Related Or Exempt Func Income	$9,018,734	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$2,753,858	ExclusionAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$10,319,615	TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$158,199	TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$77,922	TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$63,706	TotalAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$17,964	TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$12,000	TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$71,767	TotalAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$382,541	TotalAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$20,391	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$11,124	TotalAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$21,805	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$1,795	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$1,745	TotalAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$25,699	TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$11,186,273	TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$544,040	BOYAmt
EOY	$1,027,826	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$719,604	BOYAmt
EOY	$642,741	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$23,556	BOYAmt
EOY	$18,265	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$21,028	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$12,619	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$10,154	BOYAmt
EOY	$8,409	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$42,619,840	BOYAmt
EOY	$45,408,318	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$298,342	BOYAmt
EOY	$271,851	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$44,215,536	BOYAmt
EOY	$47,377,410	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$14,841	BOYAmt
EOY	$20,730	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,217,831	BOYAmt
EOY	$1,782,362	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,232,672	BOYAmt
EOY	$1,803,092	EOYAmt

Field	Value	IRS element (for citing)
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

Field	Value	IRS element (for citing)
BOY	$42,982,864	BOYAmt
EOY	$45,574,318	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$42,982,864	BOYAmt
EOY	$45,574,318	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$44,215,536	BOYAmt
EOY	$47,377,410	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$586,319	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$2,005,135	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$6,977	OtherCostOrOtherBasisAmt
Depreciation	$2,133	DepreciationAmt
Book Value	$4,844	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$14,051	OtherCostOrOtherBasisAmt
Depreciation	$10,486	DepreciationAmt
Book Value	$3,565	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$8,409	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDesc	AmtAmt
HEALTH CLAIMS PAYABLE; INCURRED BUT NOT REPORTED	$908,800
ACCUMULATED ELIGIBILITY CREDITS	$227,119
DUE TO AFFILITE	$646,443

Field	Value	IRS element (for citing)
Total Liability	$1,782,362	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$13,705,960	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$2,005,135	NetUnrealizedGainsInvstAmt
Revenue Not Reported	$2,005,135	RevenueNotReportedAmt
Revenue Subtotal	$11,700,825	RevenueSubtotalAmt
Investment Expenses Not Incld	$71,767	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$71,767	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$11,772,592	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$11,196,418	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$11,196,418	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$71,767	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	-$81,912	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	-$10,145	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$11,186,273	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART X, LINE 2:

ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE PLAN TO EVALUATE TAX POSITIONS TAKEN AND TO RECOGNIZE A TAX LIABILITY FOR ANY UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAX AUTHORITIES; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN BELIEVES THAT THE INCOME TAX RETURNS FOR YEARS ENDED JUNE 30, 2021 AND PRIOR ARE CLOSED YEARS AND THEREFORE, ARE NOT SUBJECT TO THE AUDIT PROCESS.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

CHANGE IN BENEFIT OBLIGATION -81,912. ROUNDING ADJUSTMENT

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
ANTHONY LEPORE
UNION TRUSTEE	$0	$187,600	$0	$0	$0	$2,965	$0	$24,684	$0	$30,318	$0	$245,567	$0	$0
ARTHUR BELL
UNION TRUSTEE	$0	$167,202	$0	$0	$0	$5,439	$0	$24,684	$0	$30,890	$0	$228,215	$0	$0

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 4	FormAndLineReferenceDesc
Explanation	RELATED ORGANIZATION COMPENSATION: UNION TRUSTEES ARE PAID BY THE LOCAL UNION FOR THEIR POSITION AS UNION OFFICERS OF TEAMSTERS LOCAL 671. SALARIES ARE DETERMINED BY THE UNION BYLAWS AND ARE APPROVED BY THE UNION EXECUTIVE BOARD.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 8B	THERE IS NO APPLICABLE COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE EXECUTIVE BOARD FOR WHICH MINUTES WOULD NEED TO BE RECORDED.
FORM 990, PART VI, SECTION B, LINE 11B	FORM 990 IS REVIEWED IN PERSON WITH CERTAIN MEMBERS OF THE BOARD OF TRUSTEES PRIOR TO FILING OF THE RETURN.
FORM 990, PART VI, SECTION C, LINE 19	THE HEALTH SERVICE & INSURANCE PLAN DOES NOT MAKE AVAILABLE TO THE GENERAL PUBLIC ANY OF ITS GOVERNING DOCUMENTS OR FINANCIAL STATEMENTS.
FORM 990, PART IX, LINE 11G	CLAIM ADMINISTRATION EXPENSE 261,950. CLAIM REPRICING & ADMIN EXPENSE 120,591.
FORM 990, PART X11, LINE 2C	OVERSIGHT RESPONSIBILITY THERE HAS BEEN NO CHANGE IN THE OVERSIGHT RESPONSIBILITY. THE TRUSTEE'S ASSUME RESPONSIBILITY FOR THE AUDIT PROCESS INCLUDING SELECTION OF THE INDEPENDENT AUDITOR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Direct Controlling NADirectControllingNACd	Controlled OrganizationControlledOrganizationInd
TRI STATE JOINT FUND
609 WEST JOHNSON AVE 2ND FLOOR	CHESHIRE	CT	06410	060850110	3RD PARTY ADMINISTRATOR FOR AFFILIATED ENTITIES	CT	501C-9	N/A	0
IBT LOCAL UNION 671
18 BRITTON DRIVE	BLOOMFIELD	CT	06002	060400878	REPRESENTATION OF UNION MEMBERS	CT	501C-5	N/A	0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (17 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Legal Domicile StateLegalDomicileStateCd	Entity TypeEntityTypeTxt	Controlled OrganizationControlledOrganizationInd
ARBORIO CORP
231 SHUNPIKE ROAD	CROMWELL	CT	06416	CT	C	0
HARTFORD PROVISION COMPANY
625 NUTMEG ROAD NORTH	SOUTH WINDSOR	CT	06074	CT	C	0
M&P PIPE JACKING CORP
173 PANE ROAD	NEWINGTON	CT	06111	CT	C	0
BARNHART NO EAST
2163 AIRWAYS BLVD	MEMPHIS	TN	38114	TN	C	0
MATHER CORPORATON
21 W DUDLEY TOWN RD	BLOOMFIELD	CT	06002	CT	C	0
TILCON CT INC
301 HARTFORD AVENUE	NEWINGTON	CT	06131	CT	C	0
CHARTER OAK UTILITY CONST INC
231 SHUNPIKE ROAD	CROMWELL	CT	06416	CT	C	0
DEL-VA CORPORATION
PO BOX 59	PLAINVILLE	CT	06062	CT	C	0
TLC OIL COMPANY
64 OAKLAND AVENUE	EAST HARTFORD	CT	06108	CT	C	0
GALASSO MATERIALS
PO BOX 1776	EAST GRANBY	CT	06026	CT	C	0
O&G INDUSTRIES INC
112 WALL STREET	TORRINGTON	CT	06790	CT	C	0
TOWN OF EAST HARTFORD
740 MAIN STREET	EAST HARTFORD	CT	06108	CT	C	0
WATERS CONSTRUCTION COMPANY
300 BOSTWICK AVENUE	BRIDGEPORT	CT	06605	CT	C	0
MODELEZ INTERNATIONAL
35 NATIONAL DRIVE	GLASTONBURY	CT	06033	CT	C	0
VALLEY OIL COMPANY
36 BROWNSTONE AVE	PORTLAND	CT	06480	CT	C	0
NORTH EAST TRANSPORTATION
761 FROST BRIDGE RD	WATERTOWN	CT	06795	CT	C	0
HERITAGE VILLAGE MASTER ASSOCIATION
465 HERITAGE ROAD	SOUTHBURY	CT	06488	CT	C	0

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	0	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	0	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	Yes (1)	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	0	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (1)	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	0	SharingOfFacilitiesInd
Paid Employees Sharing	0	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (1)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	0	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	0	TransferToOtherOrgInd
Transfer From Other Org	0	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	TRISTATE JOINT FUND	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Transaction Type	M	TransactionTypeTxt
Involved	$261,950	InvolvedAmt
Method Of Amount Determination	CASH VALUE	MethodOfAmountDeterminationTxt

TEAMSTERS LOCAL 559 HEALTH SERVICES AND INSURANCE PLAN: Form 990, tax year 2024

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990 IRS990

US Address USAddress

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

US Address USAddress

Form990 Part VII Section A Form990PartVIISectionAGrp (3 entries)

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

Contractor Address ContractorAddress

US Address USAddress

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

Investment Income InvestmentIncomeGrp

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Gain Or Loss GainOrLossGrp

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Other Revenue Misc OtherRevenueMiscGrp

Total Revenue TotalRevenueGrp

Benefits To Members BenefitsToMembersGrp

Other Salaries And Wages OtherSalariesAndWagesGrp

Pension Plan Contributions PensionPlanContributionsGrp

Other Employee Benefits OtherEmployeeBenefitsGrp

Payroll Taxes PayrollTaxesGrp

Fees For Services Accounting FeesForServicesAccountingGrp

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Fees For Services Other FeesForServicesOtherGrp

Office Expenses OfficeExpensesGrp

Occupancy OccupancyGrp

Travel TravelGrp

Conferences Meetings ConferencesMeetingsGrp

Depreciation Depletion DepreciationDepletionGrp

Insurance InsuranceGrp

Total Functional Expenses TotalFunctionalExpensesGrp

Cash Non Interest Bearing CashNonInterestBearingGrp

Accounts Receivable AccountsReceivableGrp

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Other Assets Total OtherAssetsTotalGrp

Total Assets TotalAssetsGrp

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Other Liabilities OtherLiabilitiesGrp

Total Liabilities TotalLiabilitiesGrp

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FS Audited Basis FSAuditedBasisGrp

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

Other Land Buildings OtherLandBuildingsGrp

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Schedule J IRS990ScheduleJ

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

Supplemental Information Detail SupplementalInformationDetail

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (17 entries)

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

Comments