TRANSPORTATION HEALTH SERVICES AND INSURANCE PLAN 443: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: TRANSPORTATION HEALTH SERVICES AND INSURANCE PLAN 443 (EIN 06-0690083)
Tax period: 2022-07-01 to 2023-06-30
Filed: 2024-05-13
IRS object ID: 202441349349302829
Schema version: 2022v5.0
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 L
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-05-13T11:55:06-05:00	ReturnTs
Tax Period End	2023-06-30	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	2022-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	060690083	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	LOCAL 443 HEALTH SVCE & INS PLAN	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	LOCA	BusinessNameControlTxt
Phone	2036249817	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	P O BOX 1710	AddressLine1Txt
City	NEW HAVEN	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06507	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	SALVATORE J ABATE	PersonNm
Person Title	UNION TRUSTEE	PersonTitleTxt
Phone	2036249817	PhoneNum
Signature	2024-05-07	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	SALVATORE	PersonFirstNm
Person Last	ABATE	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

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
Preparation	2024-05-07	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	SALVATORE J ABATE	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	200 WALLACE STREET	AddressLine1Txt
City	NEW HAVEN	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06511	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$84,573,868	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c	Yes (X)	Organization501cInd
Website Address	N/A	WebsiteAddressTxt
Type Of Organization Trust	Yes (X)	TypeOfOrganizationTrustInd
Formation	1954	FormationYr
Legal Domicile State	CT	LegalDomicileStateCd
Activity Or Mission	SELF-INSURED HEALTH BENEFIT PLAN	ActivityOrMissionDesc
Voting Members Governing Body	4	VotingMembersGoverningBodyCnt
Voting Members Independent	4	VotingMembersIndependentCnt
Total Employee	4	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	$19,764,697	PYProgramServiceRevenueAmt
CY Program Service Revenue	$29,571,630	CYProgramServiceRevenueAmt
PY Investment Income	$6,258,794	PYInvestmentIncomeAmt
CY Investment Income	$6,600,962	CYInvestmentIncomeAmt
PY Other Revenue	$2,264	PYOtherRevenueAmt
CY Other Revenue	$544	CYOtherRevenueAmt
PY Total Revenue	$26,025,755	PYTotalRevenueAmt
CY Total Revenue	$36,173,136	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$20,904,631	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$33,985,024	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$509,752	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$555,927	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$1,214,882	PYOtherExpensesAmt
CY Other Expenses	$1,686,194	CYOtherExpensesAmt
PY Total Expenses	$22,629,265	PYTotalExpensesAmt
CY Total Expenses	$36,227,145	CYTotalExpensesAmt
PY Revenues Less Expenses	$3,396,490	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$54,009	CYRevenuesLessExpensesAmt
Total Assets BOY	$68,065,861	TotalAssetsBOYAmt
Total Assets EOY	$98,412,586	TotalAssetsEOYAmt
Total Liabilities BOY	$3,430,410	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$8,542,888	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$64,635,451	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$89,869,698	NetAssetsOrFundBalancesEOYAmt
Mission	PROVIDE SELF INSURED HEALTH BENEFITS TO MEMBERS COVERED UNDER A COLLECTIVE BARGAINING AGREEMENT NEGOTIATED BY THE TEAMSTER LOCAL 443 UNION.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Desc	PROVIDES INSURED AND SELF-INSURED MEDICAL, DEATH & LIFE INSURANCE BENEFITS TO 3,077 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	Yes (1)	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	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	7	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	4	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	4	GoverningBodyVotingMembersCnt
Independent Voting Member	4	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	SALVATORE J ABATE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2036249817	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	200 WALLACE STREET	AddressLine1Txt
City	NEW HAVEN	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06511	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (4 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt
DENNIS MCGUIRE
EMPLOYER TRUSTEE	2.00	Yes (X)	$2,100	$0	$0
TIMOTHY CASEY
EMPLOYER TRUSTEE	2.00	Yes (X)	$14,700	$0	$0
THOMAS BAYUSIK
UNION TRUSTEE	4.00	Yes (X)	$0	$134,596	$51,993	55.00
SALVATORE ABATE
UNION TRUSTEE	4.00	Yes (X)	$0	$147,865	$51,786	55.00

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$16,800	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$282,461	TotReportableCompRltdOrgAmt
Total Other Compensation	$103,779	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 (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
ANTHEM BLUE CROSS BLUE SHIELD
1351 WM HOWARD TAFT RD	CINCINNATI	OH	45206	REPRICING & ADMINISTRATION	$470,249
CRESENT CREDIT SOLUTIONS LP
11100 SANTA MONICA BLVD	LOS ANGLES	CA	90025	INVESTMENT EXPENSE & MANAGEMENT FEES	$204,799

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	2	CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS	900099	$29,262,784	$29,262,784
SPECIAL RETIREE CONTRIBUTIONS	900099	$118,044	$118,044
PAYROLL AUDIT CONTRIUBTION	900099	$105,259	$105,259
COBRA CONTRIBUTIONS	900099	$85,543	$85,543

Field	Value	IRS element (for citing)
Total Program Service Revenue	$29,571,630	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,645,656	TotalRevenueColumnAmt
Exclusion	$1,645,656	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$53,356,038	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$48,400,732	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$4,955,306	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$4,955,306	TotalRevenueColumnAmt
Exclusion	$4,955,306	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	REFUNDS & REIMBURSEMENTS	Desc
Business	900099	BusinessCd
Total Revenue Column	$544	TotalRevenueColumnAmt
Related Or Exempt Func Income	$544	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$544	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$36,173,136	TotalRevenueColumnAmt
Related Or Exempt Func Income	$29,572,174	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$6,600,962	ExclusionAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$33,985,024	TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$18,200	TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$304,236	TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$98,736	TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$109,787	TotalAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$24,968	TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$18,000	TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$260,078	TotalAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$1,244,051	TotalAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$49,951	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$51,840	TotalAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$23,501	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$4,100	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$9,509	TotalAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$25,164	TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$36,227,145	TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$199,924	BOYAmt
EOY	$980,960	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$440,915	BOYAmt
EOY	$552,656	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$1,656,884	BOYAmt
EOY	$2,956,896	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$5,859	BOYAmt
EOY	$22,042	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$168,237	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$27,543	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$150,203	BOYAmt
EOY	$140,694	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$51,430,051	BOYAmt
EOY	$25,654,979	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$13,878,063	BOYAmt
EOY	$66,080,193	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$303,962	BOYAmt
EOY	$2,024,166	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$68,065,861	BOYAmt
EOY	$98,412,586	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$34,538	BOYAmt
EOY	$42,323	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$3,395,872	BOYAmt
EOY	$8,500,565	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$3,430,410	BOYAmt
EOY	$8,542,888	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	$64,635,451	BOYAmt
EOY	$89,869,698	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$64,635,451	BOYAmt
EOY	$89,869,698	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$68,065,861	BOYAmt
EOY	$98,412,586	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$54,009	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$1,157,222	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$26,445,478	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

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$168,237	OtherCostOrOtherBasisAmt
Depreciation	$27,543	DepreciationAmt
Book Value	$140,694	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$140,694	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (7 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
LONGVIEW LARGE CAP S&P 500 - CCT	$16,652,301	F
LONGVIEW LARGE CAP 1000 GROWTH INDEX	$9,581,581	F
LONGVIEW LARGE CAP 1000 VALUE INEX	$4,660,836	F
LONGVIEW LARGE CAP BROAD MARKET 3000 INDEX	$11,006,712	F
BOYD WATTERSON GOVERNMENT REIT INC	$15,030,186	F
CRESCENT CREDIT SOLUTIONS, LP	$1,848,152	F
PRUDENTIAL - STABLE VALUE FIXED RATE GIC	$7,300,425	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$66,080,193	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDesc	AmtAmt
HEALTH CLAIMS PAYABLE; INCURRED BUT NOT REPORTED	$7,079,900
ACCUMULATED ELIGIBILITY CREDITS	$765,965
HEALTH BENEFITS EXPERIENCE PAYABLE	$591,568
RIGHT OF USE LIABILITY - OPERATING LEASES	$63,132

Field	Value	IRS element (for citing)
Total Liability	$8,500,565	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$34,755,836	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$1,157,222	NetUnrealizedGainsInvstAmt
Revenue Not Reported	-$1,157,222	RevenueNotReportedAmt
Revenue Subtotal	$35,913,058	RevenueSubtotalAmt
Investment Expenses Not Incld	$260,078	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$260,078	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$36,173,136	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$31,044,298	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$31,044,298	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$260,078	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	$4,922,769	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$5,182,847	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$36,227,145	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 FILES ITS FORM 990 IN THE U.S. FEDERAL JURISDICTION. THE PLAN BELIEVES THAT THE INCOME TAX RETURNS FOR YEARS ENDED JUNE 30, 2019 AND PRIOR ARE CLOSED YEARS AND THEREFORE, ARE NOT SUBJECT TO THE AUDIT PROCESS.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

CHANGE IN BENEFIT OBLIGATIONS 4,922,770. ROUNDING -1.

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
SALVATORE ABATE
UNION TRUSTEE	$0	$144,645	$0	$0	$0	$3,220	$0	$25,684	$0	$26,102	$0	$199,651	$0	$0
THOMAS BAYUSIK
UNION TRUSTEE	$0	$131,280	$0	$0	$0	$3,316	$0	$25,684	$0	$26,309	$0	$186,589	$0	$0

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 3	FormAndLineReferenceDesc
Explanation	UNION TRUSTEES ARE PAID BY THE LOCAL UNION FOR THEIR POSITION AS UNION OFFICERS OF TEAMSTERS LOCAL 443. SALARIES ARE DETERMINED BY THE UNION BYLAWS AND ARE APPROVED BY THE UNION EXECUTIVE BOARD.	ExplanationTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Field	Value	IRS element (for citing)
Person	DANIELLE CROOK	PersonNm

Field	Value	IRS element (for citing)
Relationship Description	DAUGHTER OF SALVATORE ABATE	RelationshipDescriptionTxt
Transaction	$111,053	TransactionAmt
Transaction	PAYMENT OF WAGES AND BENEFITS FOR POSITION AS A CLAIMS PROCESSOR.	TransactionDesc
Sharing Of Revenues	0	SharingOfRevenuesInd

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 XI, LINE 9:	ASSET TRANSFER FROM AFFILIATE DUE TO DISSOLUTION 26,445,478.
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
IBT LOCAL UNION 443
200 WALLACE STREET	NEW HAVEN	CT	06511	060400785	REPRESENTATION OF UNION MEMBERS	CT	501C-5	N/A	0
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

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (44 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Legal Domicile StateLegalDomicileStateCd	Entity TypeEntityTypeTxt	Controlled OrganizationControlledOrganizationInd
LAFARGE NORTH AMERICA
20 OAK HOLLOW STREET	SOUTHFIELD	MI	48033	MI	C	0
BLAKESLEE ARPAIA & CHAPMAN INC
200 N BRANFORD RD	BRANFORD	CT	06405	CT	C	0
HEATING OIL PARTNERS
64 OAKLAND AVE	EAST HARTFORD	CT	06108	CT	C	0
DICHELLO'S DISTRIBUTORS INC
MARSH HILL ROAD	ORANGE	CT	06477	CT	C	0
EDER BROTHERS INC
PO BOX 26012	WEST HAVEN	CT	06516	CT	C	0
PETRO HEATING OIL
PO BOX 283	TIVERTON	RI	02878	RI	C	0
BIMBO BAKERIES SALES INC
225 STEWART ROAD	HANOVER TWP	PA	18706	PA	C	0
G&G BEVERAGE DISTRIBUTORS
207 CHURCH STREET	YALESVILLE	CT	06492	CT	C	0
BRESCOME BARTON INC
69 DEFCO PARK ROAD	NORTH HAVEN	CT	06473	CT	C	0
NEW HAVEN CHEMICALS INC
PO BOX 9433	NEW HAVEN	CT	06534	CT	C	0
FIRST STUDENT
600 VINE STREET	CINCINNATI	OH	45202	OH	C	0
MULITPRINTS INC
812 OLD COLONY ROAD	MERIDEN	CT	06451	CT	C	0
TILCON OF CT INC
301 HARTFORD AVENUE	NEWINGTON	CT	06131	CT	C	0
YRC INC
10990 ROE AVENUE	OVERLAND PARK	KS	66211	KS	C	0
METAL MANAGEMENT CONN INC
234 UNIVERSAL DRIVE	NORTH HAVEN	CT	06473	CT	C	0
UNITED PARCEL SERVICE
100 EAST CAMPUS VIEW BLVD	COLUMBUS	OH	43235	OH	C	0
SMEDLEY COMPANY INC
40 FLAX MILL ROAD	BRANFORD	CT	06405	CT	C	0
O&G INDUSTRIES INC
PO BOX 907	TORRINGTON	CT	06790	CT	C	0
TOWN OF GUILFORD
31 PARK STREET	GUILFORD	CT	06437	CT	C	0
STAMFORD WRECKING
30 NUTMEG DRIVE	TRUMBULL	CT	06611	CT	C	0
L SUZIO CONSTRUCTION CO
975 WESTFIELD RD	MERIDEN	CT	06450	CT	C	0
ARKANSAS BEST FREIGHT
PO BOX 10048	FORT SMITH	AR	72917	CT	C	0
TOWN OF ANSONIA BOE
42 GROVE STREET	ANSONIA	CT	06401	CT	C	0
TOWN OF ANSONIA PUBLIC WORKS
253 MAIN STREET	ANSONIA	CT	06401	CT	C	0
BETHEL BOARD OF EDUCATION
PO BOX 253	BETHEL	CT	06801	CT	C	0
CITY OF DANBURY
155 DEER HILL AVENUE	DANBURY	CT	06810	CT	C	0
DANBURY BOARD OF EDUCATION
63 BEAVER BROOK ROAD	DANBURY	CT	06810	CT	C	0
GRIFFIN HOSPITAL PAYROLL DEPT
130 DIVISION STREET	DEBRY	CT	06418	CT	C	0
NEW MILFORD BOARD OF EDUCATION
25 SUNNY VALLEY ROAD	NEW MILFORD	CT	06776	CT	C	0
NEW PENN MOTOR EXPRESS
10990 ROE AVENUE	OVERLAND PARK	KS	66211	KS	C	0
PLYMOUTH WPCA
80 MAIN STREET	PLYMOUTH	CT	06786	CT	C	0
REGIONAL SCHOOL DISTRICT #14
PO BOX 469	WOODBURY	CT	06798	CT	C	0
REGIONAL SCHOOL DISTRICT #15
286 WHITTEMORE ROAD	MIDDLEBURY	CT	06762	CT	C	0
TOWN OF BRIDGEWATER
PO BOX 216	BRIDGEWATER	CT	06752	CT	C	0
TOWN OF MIDDLEBURY
1212 WHITTEMORE ROAD	MIDDLEBURY	CT	06762	CT	C	0
TOWN OF NEW FAIRFIELD DISPATCHERS
4 BRUSH HILL ROAD	NEW FAIRFIELD	CT	06812	CT	C	0
TOWN OF NEW FAIRFIELD PUBLIC WORKS
4 BRUSH HILL ROAD	NEW FAIRFIELD	CT	06812	CT	C	0
TOWN OF NEW MILFORD
10 MAIN STREET	NEW MILFORD	CT	06776	CT	C	0
TOWN OF OXFORD
486 OXFORD ROAD	OXFORD	CT	06478	CT	C	0
TOWN OF PLYMOUTH
80 MAIN STREET	PLYMOUTH	CT	06786	CT	C	0
TWON OF ROXBURY
29 NORTH STREET	ROXBURY	CT	06783	CT	C	0
TOWN OF SHARON
PO BOX 385	SHARON	CT	06069	CT	C	0
TOWN OF SHERMAN
PO BOX 39	SHERMAN	CT	06784	CT	C	0
TWON OF SOUTHBURY
501 MAIN STREET	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 (2 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
TRISTATE JOINT FUND
M	$730,408	CASH VALUE
IBT LOCAL UNION 443
K	$51,840	CASH VALUE