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EIN 06-0850110

Tri-State Joint Fund

IRS 501(c) type
501(c)(9)
Num. employees
12
City
Cheshire
State
Connecticut
Year formed
1968
Most recent tax filings
2024-06-01
NTEE code, primary
Y40: Fraternal Beneficiary Societies and Voluntary Employees Associations
Description
The Tri-State Joint Fund provides self-insured health and welfare benefits to members covered under collective bargaining agreements negotiated by Teamster locals. The Fund operates under a trust agreement and makes benefit payments to members of the tri-state Teamsters Health Services & Insurance Plan, covering hospital, surgical, prescription drug, home health care, and death benefits for 11.
Total revenues
$142,988,717
2024
Total expenses
$144,382,628
2024
Total assets
$37,915,677
2024
Num. employees
12
2024

Program areas at Tri-State Joint Fund

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 11,238 active and retired members plus their dependents.

Financials for Tri-State Joint Fund

RevenuesFYE 06/2024
Total grants, contributions, etc.$0
Program services$142,255,887
Investment income and dividends$677,483
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$-38,997
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$94,344
Total revenues$142,988,717
Data update history
July 14, 2025
Posted financials
Added Form 990 for fiscal year 2024
August 10, 2024
Posted financials
Added Form 990 for fiscal year 2023
July 25, 2024
Updated personnel
Identified 2 new personnel
July 11, 2024
Used new vendors
Identified 1 new vendor, including
November 25, 2023
Posted financials
Added Form 990 for fiscal year 2021
Nonprofit Types
Fraternal societiesMutual assistance organizationsHeadquarter / parent organizations
Issues
No issues found
Characteristics
No characteristics found
General information
Address
609 W Johnson Ave 2nd FL
Cheshire, CT 06410
Metro area
New Haven-Milford, CT
County
Naugatuck Valley Planning Region, CT
Website URL
trifund.com/ 
Phone
(203) 250-2601
IRS details
EIN
06-0850110
Fiscal year end
June
Taxreturn type
Form 990
Year formed
1968
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
Y40: Fraternal Beneficiary Societies and Voluntary Employees Associations
NAICS code, primary
525120: Health and Welfare Funds
Parent/child status
Central organization
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