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EIN 06-0850110

Tri-State Joint Fund

IRS 501(c) type
501(c)(9)
Num. employees
11
City
Cheshire
State
Connecticut
Year formed
1968
Most recent tax filings
2022-06-01
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
$121,802,398
2022
Total expenses
$121,692,929
2022
Total assets
$32,402,096
2022
Num. employees
11
2022

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 11,546 members plus their dependents.

Personnel at Tri-State Joint Fund

NameTitleCompensation
Sharon AgnelloExecutive Director$145,726
Susan KostekIt Director$106,498
Dennis McGuireEmployer Chairman$14,000

Financials for Tri-State Joint Fund

RevenuesFYE 06/2022
Total grants, contributions, etc.$0
Program services$121,373,559
Investment income and dividends$382,044
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$45,435
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$1,360
Total revenues$121,802,398

Form 990s for Tri-State Joint Fund

Fiscal year endingDate received by IRSFormPDF link
2020-062021-05-14990View PDF
2019-062021-06-07990View PDF
2018-062019-06-19990View PDF
2017-062018-09-12990View PDF
2016-062017-08-11990OView PDF
...and 6 more Form 990s
Data update history
July 3, 2023
Updated personnel
Identified 1 new personnel
May 20, 2023
Updated personnel
Identified 1 new personnel
July 8, 2022
Used new vendors
Identified 2 new vendors, including , and
April 13, 2022
Updated personnel
Identified 1 new personnel
April 9, 2022
Posted financials
Added Form 990 for fiscal year 2020
Nonprofit Types
Fraternal societiesMutual assistance organizationsHeadquarter / parent organizations
Issues
No issues found
Characteristics
No characteristics found
General information
Address
609 West Johnson Ave 2nd FL
Cheshire, CT 06410
Metro area
New Haven-Milford, CT
County
New Haven County, 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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