TRI STATE JOINT FUND: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- TRI STATE JOINT FUND (EIN 06-0850110)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-12
- IRS object ID
- 202641329349304754
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-12T13:13:07-05:00 | 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 | 060850110 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRI-STATE JOINT FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TRI- | BusinessNameControlTxt |
| Phone | 2032502601 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 609 WEST JOHNSON AVENUE 2ND FL | AddressLine1Txt |
| City | CHESHIRE | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06410 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BEVAN SWEET | PersonNm |
| Person Title | UNION CO-CHAIRMAN | PersonTitleTxt |
| Phone | 2032502601 | 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 | BEVAN SWEET | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 609 WEST JOHNSON AVENUE 2ND FL | AddressLine1Txt |
| City | CHESHIRE | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06410 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $153,645,620 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1968 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | SELF-INSURED HEALTH BENEFIT PLAN | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 11 | 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 | $142,255,887 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $148,100,852 | CYProgramServiceRevenueAmt |
| PY Investment Income | $638,486 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,282,990 | CYInvestmentIncomeAmt |
| PY Other Revenue | $94,344 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $142,988,717 | PYTotalRevenueAmt |
| CY Total Revenue | $149,383,842 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $139,412,410 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $144,111,229 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,711,007 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,597,836 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,259,211 | PYOtherExpensesAmt |
| CY Other Expenses | $3,414,244 | CYOtherExpensesAmt |
| PY Total Expenses | $144,382,628 | PYTotalExpensesAmt |
| CY Total Expenses | $149,123,309 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,393,911 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $260,533 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $37,915,677 | TotalAssetsBOYAmt |
| Total Assets EOY | $36,485,797 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $16,872,525 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,318,612 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $21,043,152 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $22,167,185 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PROVIDE SELF-INSURED HEALTH AND WELFARE BENEFITS TO MEMBERS COVERED UNDER COLLECTIVE BARGAINING AGREEMENTS NEGOTIATED BY TEAMSTER LOCALS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | THE FUND OPERATES UNDER A TRUST AGREEMENT FOR THE PURPOSEOF MAKING BENEFIT PAYMENTS TO MEMBERS OF THE TRI-STATETEAMSTERS HEALTH SERVICES & INSURANCE PLAN, THESE BENEFITS COVER HOSPITAL,SURGICAL, PRESCRIPTION DRUG, HOME HEALTH CARE AND DEATH BENEFITS FOR 10,683 ACTIVE AND RETIRED MEMBERS PLUS 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 | Yes (1) | 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 | Yes (1) | 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 | 1163 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 11 | 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 | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | 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 | Yes (1) | 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 | Yes (1) | 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 | SHARON AGNELLO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2032502604 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 609 WEST JOHNSON AVENUE 2ND FL | AddressLine1Txt |
| City | CHESHIRE | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06410 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 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 | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| DENNIS MCGUIRE | ||||||||
| EMPLOYER CO-CHAIRMAN & TRU | 4.00 | 2.00 | Yes (X) | $25,000 | $1,400 | $0 | ||
| THOMAS BAYUSIK | ||||||||
| UNION TRUSTEE | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| SALVATORE ABATE | ||||||||
| UNION TRUSTEE | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| TIMOTHY CASEY | ||||||||
| EMPLOYER TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $16,100 | $0 | ||
| FORREST HARVEY | ||||||||
| EMPLOYER TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $9,100 | $0 | ||
| EDWIN ROONEY | ||||||||
| UNION TRUSTEE | 1.00 | 4.00 | Yes (X) | $0 | $9,800 | $0 | ||
| ROBERT DIGIROLAMO | ||||||||
| UNION TRUSTEE | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| GEORGE WIESENDANGER | ||||||||
| EMPLOYER TRUSTEE | 1.00 | 4.00 | Yes (X) | $0 | $9,100 | $0 | ||
| FRANK ROSSI | ||||||||
| UNION TRUSTEE | 1.00 | 4.00 | Yes (X) | $0 | $9,800 | $0 | ||
| BRYAN DONOVAN JR | ||||||||
| (FORMER) UNION TRUSTEE | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| STANLEY OSOWSKI | ||||||||
| UNION TRUSTEE | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT SULLIVAN JR | ||||||||
| EMPLOYER TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $9,800 | $0 | ||
| LAWRENCE KEEFE | ||||||||
| EMPLOYER TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $9,800 | $0 | ||
| BEVAN SWEET | ||||||||
| UNION CO-CHAIRMAN | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| CRAIG MITCHELL | ||||||||
| UNION TRUSTEE | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| NICHOLAS REUT | ||||||||
| EMPLOYER TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $14,000 | $0 | ||
| ROARK LEVINE | ||||||||
| EMPLOYER TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT BLAIS | ||||||||
| EMPLOYER TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ANTHONY LEPORE | ||||||||
| UNION TRUSTEE | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL AYOUB | ||||||||
| EMPLOYER TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| GLENN BARKSDALE | ||||||||
| UNION TRUSTEE | 1.00 | 4.00 | Yes (X) | $0 | $4,212 | $0 | ||
| JAMES STACK | ||||||||
| EMPLOYER TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT ZIOBROWSKI | ||||||||
| UNION TRUSTEE | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| ARTHUR BELL | ||||||||
| UNION TRUSTEE | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| SHARON AGNELLO | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | $193,704 | $0 | $54,839 | Yes (X) | |||
| ERIN FLAVIN | ||||||||
| CLAIMS ADMINISTRATOR | 40.00 | $127,240 | $0 | $54,839 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $345,944 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $93,112 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $109,678 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THE SEGAL COMPANY | |||||
| CHURCH STREET STATION P O BOX 4059 | NEW YORK | NY | 102614059 | ACTUARIAL & CONSULTING | $946,526 |
| SOFTWARE SYSTEM SOLUTIONS LLC | |||||
| 270 FRAMINGTON AVE | FARMINGTON | CT | 06032 | COMPUTER & TECHNOLOGY SUPPORT | $608,832 |
| ROBERT M CHEVERIE & ASSOC | |||||
| 333 EAST RIVER DRIVE | EAST HARTFORD | CT | 06108 | LEGAL | $324,142 |
| SM ESPOSITO & COMPANY PC | |||||
| 3013 DIXWELL AVE | HAMDEN | CT | 06518 | ACCOUNTING/AUDITING | $317,375 |
| ZELLIS PAYMENT HOLDINGS LLC | |||||
| 3055 LEBANON PIKE | NASHVILLE | TN | 37214 | PRINTING/MAILING | $237,243 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONTRIBUTIONS - HEALTH FUNDS | 900099 | $148,098,327 | $148,098,327 |
| RENTAL INCOME - AFFILIATE | 900099 | $2,525 | $2,525 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $148,100,852 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $762,492 | TotalRevenueColumnAmt |
| Exclusion | $762,492 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,782,276 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,258,557 | SecuritiesAmt |
| Other | $3,221 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $523,719 | SecuritiesAmt |
| Other | -$3,221 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $520,498 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$3,221 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $523,719 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $149,383,842 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $148,097,631 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,286,211 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,111,229 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $219,818 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $730,037 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $250,497 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $319,517 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,967 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $324,142 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $209,375 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,002 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,108,666 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $353,842 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $736,517 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $180,249 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,219 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,920 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,927 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,142 | TotalAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OUTSIDE SERVICES - PAYM | Desc |
| Total | $237,243 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,123,309 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,952 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $848,715 | BOYAmt |
| EOY | $108,678 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $184,708 | BOYAmt |
| EOY | $185,206 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $542,656 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $409,566 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $154,988 | BOYAmt |
| EOY | $133,090 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,279,711 | BOYAmt |
| EOY | $20,277,611 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,367,603 | BOYAmt |
| EOY | $15,781,212 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,915,677 | BOYAmt |
| EOY | $36,485,797 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,133,096 | BOYAmt |
| EOY | $2,495,303 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,739,429 | BOYAmt |
| EOY | $11,823,309 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,872,525 | BOYAmt |
| EOY | $14,318,612 | 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 | $21,043,152 | BOYAmt |
| EOY | $22,167,185 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,043,152 | BOYAmt |
| EOY | $22,167,185 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,915,677 | BOYAmt |
| EOY | $36,485,797 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $260,533 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $863,500 | 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 | $10,148 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,400 | DepreciationAmt |
| Book Value | $5,748 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $171,464 | OtherCostOrOtherBasisAmt |
| Depreciation | $80,768 | DepreciationAmt |
| Book Value | $90,696 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $361,044 | OtherCostOrOtherBasisAmt |
| Depreciation | $324,398 | DepreciationAmt |
| Book Value | $36,646 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $133,090 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| MISCELLANEOUS RECEIVABLE | $8,064,443 |
| DUE FROM AFFILIATES | $7,146,501 |
| SECURITY DEPOSIT | $7,583 |
| RIGHT OF USE ASSET - OPERATING LEASES | $550,439 |
| INTEREST RECEIVABLE | $12,246 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $15,781,212 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO ANTHEM | $1,719,276 |
| DUE TO AFFILIATES | $8,447,459 |
| CLAIMS INCURRED BUT NOT RECEIVED | $30,200 |
| RIGHT OF USE LIABILITY - OPERATING LEASES | $570,943 |
| HEALTH BENEFIT EXPERIENCE RECONCILIATION | $1,055,431 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $11,823,309 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $150,250,564 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $863,500 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $863,500 | RevenueNotReportedAmt |
| Revenue Subtotal | $149,387,064 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$3,222 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$3,222 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $149,383,842 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $149,130,531 | TotExpnsEtcAuditedFinclStmtAmt |
| Losses Reported | $3,221 | LossesReportedAmt |
| Expenses Not Reported | $3,221 | ExpensesNotReportedAmt |
| Expenses Subtotal | $149,127,310 | ExpensesSubtotalAmt |
| Other Expenses Not Included | -$4,001 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | -$4,001 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $149,123,309 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 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 FILES ITS FORM 990 IN THE U.S. FEDERAL JURISDICTION. 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 XI, LINE 4B - OTHER ADJUSTMENTS: | LOSS ON DISPOSAL OF FIXED ASSETS -3,221. ROUNDING ADJUTMENT -1. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | CHANGE IN BENEFIT OBLIGATION -4,000. ROUNDING ADJUSTMENT -1. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SHARON AGNELLO | ||||||||||||||
| EXECUTIVE DIRECTOR | $193,704 | $0 | $0 | $0 | $0 | $0 | $24,684 | $0 | $30,155 | $0 | $248,543 | $0 | $0 | $0 |
| ERIN FLAVIN | ||||||||||||||
| CLAIMS ADMINISTRATOR | $127,240 | $0 | $0 | $0 | $0 | $0 | $24,684 | $0 | $30,155 | $0 | $182,079 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE CO-CHAIRMEN REVIEW AND ADJUST THE COMPENSATION OF THE EXECUTIVE DIRECTOR AND OTHER HIGHLY COMPENSATED EMPLOYEES ON AN ANNUAL BASIS. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ABRINA CAPOBIANCO | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | DAUGHTER IN LAW OF (FORMER) CO-CHAIR JOHN CAPOBIANCO | RelationshipDescriptionTxt |
| Transaction | $133,432 | TransactionAmt |
| Transaction | PAYMENT OF WAGES AND BENEFITS AS A RESULT OF EMPLOYMENT WITH THE ORGANIZATION. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS REVIEWED WITH THE CO-CHAIRMEN AND THE EXECUTIVE DIRECTOR PRIOR TO FILING OF THE RETURN. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE CO-CHAIRMEN REVIEW AND ADJUST THE COMPENSATION OF THE EXECUTIVE DIRECTOR ON AN ANNUAL BASIS. |
| FORM 990, PART VI, SECTION C, LINE 19 | TRI-STATE JOINT FUND DOES NOT MAKE AVAILABLE TO THE GENERAL PUBLIC ANY OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS. |
| 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 (7 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 |
|---|---|---|---|---|---|---|---|---|---|
| IBT TEAMSTERS LOCAL 191 HEALTH SERVICE & INSURANCE PLAN | |||||||||
| 1139 FAIRFIELD AVENUE | BRIDGEPORT | CT | 06605 | 060689974 | AFFILIATED SELF INSURED HEALTH PLAN | CT | 501C-9 | N/A | 0 |
| TEAMSTERS LOCAL 404 HEALTH SERVICE & INSURANCE PLAN | |||||||||
| 115 PROGRESS AVENUE | SPRINGFIELD | MA | 01104 | 042174518 | AFFILIATED SELF INSURED HEALTH PLAN | MA | 501C-9 | N/A | 0 |
| TRANSPORTATION LOCAL 443 HEALTH SERVICE & INSURANCE PLAN | |||||||||
| 200 WALLACE STREET | NEW HAVEN | CT | 06511 | 060690083 | AFFILIATED SELF INSURED HEALTH PLAN | CT | 501C-9 | N/A | 0 |
| GENERAL TEAMSTERS LOCAL 493 HEALTH SERVICE & INSURANCE PLAN | |||||||||
| 18 CRESCENT STREET | UNCASVILLE | CT | 06382 | 060689500 | AFFILIATED SELF INSURED HEALTH PLAN | CT | 501C-9 | N/A | 0 |
| TEAMSTERS LOCAL 671A HEALTH SERVICE & INSURANCE PLAN | |||||||||
| 22 BRITTON DRIVE | BLOOMFIELD | CT | 06002 | 060683663 | AFFILIATED SELF INSURED HEALTH PLAN | CT | 501C-9 | N/A | 0 |
| TEAMSTERS LOCAL 677 HEALTH SERVICE & INSURANCE PLAN | |||||||||
| 609 WEST JOHNSON AVE | CHESHIRE | CT | 06410 | 060691862 | AFFILIATED SELF INSURED HEALTH PLAN | CT | 501C-9 | N/A | 0 |
| TEAMSTERS LOCAL 1035 HEALTH SERVICE & INSURANCE PLAN | |||||||||
| 400 CHAPEL ROAD UNIT 2-A | SOUTH WINDSOR | CT | 06074 | 060997832 | AFFILIATED SELF INSURED HEALTH PLAN | CT | 501C-9 | N/A | 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 | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (6 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| IBT TEAMSTERS LOCAL 191 HEALTH SERVICE & INSURANCE PLAN | ||
| L | $1,252,750 | CASH VALUE |
| TEAMSTERS LOCAL 404 HEALTH SERVICE & INSURANCE PLAN | ||
| L | $392,450 | CASH VALUE |
| TRANSPORTATION LOCAL 443 HEALTH SERVICE & INSURANCE PLAN | ||
| L | $989,900 | CASH VALUE |
| GENERAL TEAMSTERS LOCAL 493 HEALTH SERVICE & INSURANCE PLAN | ||
| L | $521,850 | CASH VALUE |
| TEAMSTERS LOCAL 671A HEALTH SERVICE & INSURANCE PLAN | ||
| L | $261,950 | CASH VALUE |
| TEAMSTERS LOCAL 1035 HEALTH SERVICE & INSURANCE PLAN | ||
| L | $517,200 | CASH VALUE |