TEAMSTERS LOCAL 559 HEALTH SERVICES AND INSURANCE PLAN: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization: TEAMSTERS LOCAL 559 HEALTH SERVICES AND INSURANCE PLAN (EIN 06-0683663)
Tax period: 2018-07-01 to 2019-06-30
Filed: 2020-05-12
IRS object ID: 202041339349302814
Schema version: 2018v3.1
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	2020-05-12T15:17:54-05:00	ReturnTs
Tax Period End	2019-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	060992111	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	2018-07-01	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	DAVE LUCAS	PersonNm
Person Title	UNION TRUSTEE	PersonTitleTxt
Phone	8602430671	PhoneNum
Signature	2020-05-12	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ROBERT CRISCUOLO CPA	PreparerPersonNm
PTIN	P00237700	PTIN
Phone	2033877771	PhoneNum
Preparation	2020-04-21	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	173.162.209.9	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2020-05-12	IPDt
IP Tm	16:13:09	IPTm
IP Timezone	ED	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	01A18352793CBBCD4AE184237F5074D4C4A8D035	AtSubmissionCreationDeviceId
At Submission Filing Device Id	01A18352793CBBCD4AE184237F5074D4C4A8D035	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2018	TaxYr
Build TS	2020-11-19 02:30:22Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	DAVE LUCAS	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	$38,866,122	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	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	$5,796,723	PYProgramServiceRevenueAmt
CY Program Service Revenue	$5,561,228	CYProgramServiceRevenueAmt
PY Investment Income	$1,374,269	PYInvestmentIncomeAmt
CY Investment Income	$502,312	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$1,047	CYOtherRevenueAmt
PY Total Revenue	$7,170,992	PYTotalRevenueAmt
CY Total Revenue	$6,064,587	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$5,363,459	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$6,568,868	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$317,283	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$295,683	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$591,963	PYOtherExpensesAmt
CY Other Expenses	$521,985	CYOtherExpensesAmt
PY Total Expenses	$6,272,705	PYTotalExpensesAmt
CY Total Expenses	$7,386,536	CYTotalExpensesAmt
PY Revenues Less Expenses	$898,287	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$1,321,949	CYRevenuesLessExpensesAmt
Total Assets BOY	$24,906,961	TotalAssetsBOYAmt
Total Assets EOY	$24,238,103	TotalAssetsEOYAmt
Total Liabilities BOY	$654,795	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$867,370	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$24,252,166	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$23,370,733	NetAssetsOrFundBalancesEOYAmt
Mission	PROVIDE SELF INSURED HEALTH BENEFITS TO MEMBERS COVERED UNDER A COLLECTIVE BARGAINING AGREEMENT NEGOTIATED BY THE TEAMSTER LOCAL 559 UNION.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Desc	PROVIDES INSURED AND SELF-INSURED MEDICAL, DEATH AND LIFEINSURANCE BENEFITS TO 1,100 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
Temp Or Permanent Endowments	0	TempOrPermanentEndowmentsInd
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	0	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	0	BusinessRlnWithOfficerEntInd
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	3	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	DAVE LUCAS	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 (8 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	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
CRAIG TIMPSON
EMPLOYER TRUSTEE	2.00	Yes (X)	$0	$0	$0
DONALD SHUBERT
EMPLOYER TRUSTEE	2.00	Yes (X)	$0	$0	$0
PEDRO DEPARA
(FORMER) UNION TRUSTEE	4.00	Yes (X)	$0	$0	$0	4.00
ROBERT RANDALL
(FORMER) UNION TRUSTEE	4.00	Yes (X)	$0	$73,071	$36,526	55.00
DAVID LUCAS
UNION TRUSTEEE	4.00	Yes (X)	$0	$0	$0
THOMAS CONELIAS
(FORMER) UNION TRUSTEE	4.00	Yes (X)	$0	$0	$0
ANTHONY LEPORE
UNION TRUSTEE	4.00	Yes (X)	$0	$0	$0
JOHN LUPACCHINO
(FORMER) UNION TRUSTEE	4.00		$0	$46,398	$24,408	60.00	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$0	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$119,469	TotReportableCompRltdOrgAmt
Total Other Compensation	$60,934	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (1)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	0	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	$109,653	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	$5,385,368	$5,385,368
SPECIAL RETIREE CONTRIBUTIONS	900099	$147,663	$147,663
AFFILIATED RENTAL INCOME	900099	$23,478	$23,478
COBRA CONTRIBUTIONS	900099	$4,719	$4,719

Field	Value	IRS element (for citing)
Total Program Service Revenue	$5,561,228	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$664,353	TotalRevenueColumnAmt
Exclusion	$664,353	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$32,639,494	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$32,801,535	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	-$162,041	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$162,041	TotalRevenueColumnAmt
Exclusion	-$162,041	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	MISCELLANEOUS REFUNDS	Desc
Business	900099	BusinessCd
Total Revenue Column	$1,047	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,047	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$1,047	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$6,064,587	TotalRevenueColumnAmt
Related Or Exempt Func Income	$5,562,275	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$502,312	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	$6,568,868	TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$145,523	TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$73,820	TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$64,283	TotalAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$12,057	TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$1,775	TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$6,964	TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$101,661	TotalAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$314,411	TotalAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$16,815	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$49,908	TotalAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$9,577	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$1,785	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$2,395	TotalAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$16,694	TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$7,386,536	TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$99,345	BOYAmt
EOY	$726,366	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$894,994	BOYAmt
EOY	$3,098,350	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$506,864	BOYAmt
EOY	$686,427	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$12,893	BOYAmt
EOY	$6,097	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$382,553	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$359,533	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$23,316	BOYAmt
EOY	$23,020	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$21,253,783	BOYAmt
EOY	$17,909,811	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$1,727,519	BOYAmt
EOY	$1,744,091	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$388,247	BOYAmt
EOY	$43,941	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$24,906,961	BOYAmt
EOY	$24,238,103	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$23,015	BOYAmt
EOY	$22,430	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$631,780	BOYAmt
EOY	$844,940	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$654,795	BOYAmt
EOY	$867,370	EOYAmt

Field	Value	IRS element (for citing)
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind

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	$24,252,166	BOYAmt
EOY	$23,370,733	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$24,252,166	BOYAmt
EOY	$23,370,733	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$24,906,961	BOYAmt
EOY	$24,238,103	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$1,321,949	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$440,516	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

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$345,404	OtherCostOrOtherBasisAmt
Depreciation	$324,273	DepreciationAmt
Book Value	$21,131	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$37,149	OtherCostOrOtherBasisAmt
Depreciation	$35,260	DepreciationAmt
Book Value	$1,889	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$23,020	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
SKYBRIDGE CAPITAL MULTI ADVISOR SER G LP	$908,821	F
MORGAN STANLEY AIP GP LP	$835,270	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$1,744,091	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDesc	AmtAmt
HEALTH CLAIMS PAYABLE; INCURRED BUT NOT REPORTED	$634,200
ACCUMULATED ELIGIBILITY CREDITS	$100,032
DUE TO AFFILIATE	$110,708

Field	Value	IRS element (for citing)
Total Liability	$844,940	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$6,403,442	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$440,516	NetUnrealizedGainsInvstAmt
Revenue Not Reported	$440,516	RevenueNotReportedAmt
Revenue Subtotal	$5,962,926	RevenueSubtotalAmt
Investment Expenses Not Incld	$101,661	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$101,661	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$6,064,587	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$7,182,422	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$7,182,422	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$101,661	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	$102,453	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$204,114	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$7,386,536	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, 2015 AND PRIOR ARE CLOSED YEARS AND THEREFORE, ARE NOT SUBJECT TO THE AUDIT PROCESS.

FORM 990, SCH D, PART XII, LINE 4B

CHANGE IN BENEFIT OBLIGATIONS.

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

Field	Value	IRS element (for citing)
Person	JOHN LUPACCHINO	PersonNm
Title	(FORMER) UNION TRUSTEE	TitleTxt
Base Compensation Filing Org	$0	BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs	$46,398	CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization	$0	BonusFilingOrganizationAmount
Bonus Related Organizations	$0	BonusRelatedOrganizationsAmt
Other Compensation Filing Org	$0	OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs	$0	OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org	$0	DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs	$12,726	DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org	$0	NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs	$11,682	NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org	$0	TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs	$70,806	TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org	$0	CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs	$0	CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 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, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS.
FORM 990, PART IX, LINE 11G	CLAIM ADMINISTRATION EXPENSE 164,880. CLAIM REPRICING & ADMIN EXPENSE 117,314. BENEFIT CONSULTING EXPENSE 32,217.
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.
FORM 990, PAGE 1, C NAME OF ORGANIATION	NAME OF ORGANIZATON: THE ORGANIZATION CHANGED NAME: EFFECTIVE APRIL 30, 2019, TEAMSTERS LOCAL UNION NO.559 MERGED INTO TEAMSTERS LOCAL UNION NO. 671. WITH THIS MERGER, THE EXISTING OFFICE ADMINISTRATION AND THE SUPERVISION OF THE CLAIM PAYMENT FUNCTION RELATIVE TO TEAMSTERS LOCAL NO. 559 HEALTH SERVICES AND INSURANCE WAS TRANSFERRED TO TEAMSTERS LOCAL UNION NO. 671 HEALTH SERVICES AND INSURANCE PLAN LOCATED IN BLOOMFIELD, CT. IN ADDITION, TEAMSTERS LOCAL NO.559 HEALTH SERVICES AND INSURANCE PLAN WAS RENAMED TEAMSTERS LOCAL NO. 671A HEALTH SERVICES AND INSURANCE PLAN.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 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 559
400 CHAPEL ROAD UNIT 2-A	SOUTH WINDSOR	CT	06074	060251543	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
IBT LOCAL UNION 671
18 BRITTON DRIVE	BLOOMFIELD	CT	06002		REPRESENTATION OF UNION MEMBERS	CT	501C-5	N/A	0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (19 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
COSTELLO INDUSTRIES INC
123 COSTELLO INDUSTRIES INC	NEWINGTON	CT	06111	CT	C	0
HARTFORD PROVISION COMPANY
625 NUTMEG ROAD NORTH	SOUTH WINDSOR	CT	06074	CT	C	0
KELLOGG COMPANY
67 W MICHIGAN	BATTLE CREEK	MI	49016	MI	C	0
KESSLER CONSTRUCTION INC
244 PROSPECT AVE	HARTFORD	CT	06106	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
ADF INDUSTRIES
2718 BERLIN TURNPIKE	BERLIN	CT	06037	CT	C	0
CENTRAL CT CO-OP
10 APEL PLACE	MANCHESTER	CT	06040	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

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	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	$164,880	InvolvedAmt
Method Of Amount Determination	CASH VALUE	MethodOfAmountDeterminationTxt