TRI STATE JOINT FUND: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- TRI STATE JOINT FUND (EIN 06-0850110)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-02-14
- IRS object ID
- 201110459349300871
- Schema version
- 2009v1.4
- 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) |
|---|---|---|
| Timestamp | 2011-02-14T10:14:08-06:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SM ESPOSITO & CO PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3013 DIXWELL AVENUE | AddressLine1 |
| City | HAMDEN | City |
| State | CT | State |
| ZIP Code | 06518 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 060850110 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRI-STATE JOINT FUND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TRI- | NameControl |
| Phone | 2038763110 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 RESEARCH DRIVE | AddressLine1 |
| City | MILFORD | City |
| State | CT | State |
| ZIP Code | 06460 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DENNIS E RAYMOND | Name |
| Title | UNION CO-CHAIRMAN | Title |
| Phone | 2038763103 | Phone |
| Date Signed | 2011-02-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2033877771 | Phone |
| Date Prepared | 2011-02-11 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DENNIS E RAYMOND | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 RESEARCH DRIVE | AddressLine1 |
| City | MILFORD | City |
| State | CT | State |
| ZIP Code | 06460 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 86995694 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | N/A | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1968 | YearFormation |
| State Legal Domicile | CT | StateLegalDomicile |
| Activity Or Mission Description | SELF-INSURED HEALTH BENEFIT PLAN | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 28 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 28 | NbrIndependentVotingMembers |
| Total Nbr Employees | 18 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 1050 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 75160949 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 77954859 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -704891 | InvestmentIncomePriorYear |
| Investment Income Current Year | 247589 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 12521 | OtherRevenuePriorYear |
| Other Revenue Current Year | 7238 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 74468579 | TotalRevenuePriorYear |
| Total Revenue Current Year | 78209686 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 72636605 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 75537041 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1352828 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1344508 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1773076 | OtherExpensePriorYear |
| Other Expenses Current Year | 1647632 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 75762509 | TotalExpensesPriorYear |
| Total Expenses Current Year | 78529181 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1293930 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -319495 | RevenuesLessExpensesCY |
| Total Assets BOY | 14089226 | TotalAssetsBOY |
| Total Assets EOY | 15821854 | TotalAssetsEOY |
| Total Liabilities BOY | 2628140 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3761926 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 11461086 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 12059928 | NetAssetsOrFundBalancesEOY |
| Mission Description | PROVIDE SELF-INSURED HEALTH AND WELFARE BENEFITS TO MEMBERS COVERED UNDER COLLECTIVE BARGAINING AGREEMENTS NEGOTIATED BY TEAMSTER LOCALS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 78529181 | Expense |
| Description | 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 11,705 MEMBERS PLUS THEIR DEPENDENTS. | Description |
| Total Program Service Expense | 78529181 | TotalProgramServiceExpense |
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 18 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 18 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Nbr Voting Governing Body Members | 28 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 28 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicy |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATRICIA SANDILLO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2038763103 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 RESEARCH DRIVE | AddressLine1 |
| City | MILFORD | City |
| State | CT | State |
| ZIP Code | 06460 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (29 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|
| DENNIS RAYMOND | ||||||
| UNION CO-CHAIRMAN & TRUS | 4.00 | X | 0 | 0 | 0 | |
| JOSEPH ESPOSITO | ||||||
| UNION TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| EDWIN ROONEY | ||||||
| UNION TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ANTHONY CAPPELLA | ||||||
| EMPLOYER TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| RAYMOND ONEGLIA | ||||||
| EMPLOYER TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| FRANK ROSSI | ||||||
| UNION TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| VICTOR SANTIAGO | ||||||
| UNION TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ROBERT SULLIVAN JR | ||||||
| EMPLOYER TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ROBERT PAQUETTE | ||||||
| EMPLOYER TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ROBERT BAYUSIK | ||||||
| UNION TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| LINDA BUNNELL | ||||||
| UNION TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DENNIS MCGUIRE | ||||||
| EMPLOYER CO-CHAIRMAN & T | 4.00 | X | 0 | 0 | 0 | |
| THOMAS SCHLINK | ||||||
| UNION TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| BEVAN SWEET | ||||||
| UNION TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| NICHOLAS REUT | ||||||
| EMPLOYER TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| BLAIR HEAGY | ||||||
| EMPLOYER TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| THOMAS GILMARTIN | ||||||
| UNION TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ROY SULLIVAN | ||||||
| UNION TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| TIMOTHY MCAVOY | ||||||
| EMPLOYER TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JOHN LEAHY | ||||||
| EMPLOYER TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| GEORGE BRIER | ||||||
| UNION TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ALAN FREOHLICH | ||||||
| EMPLOYER TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| CHRISTOPHER ROOS | ||||||
| UNION TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| GLENN BARKSDALE | ||||||
| UNION TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| PAUL NOVAK | ||||||
| EMPLOYER TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JAMES STACK | ||||||
| EMPLOYER TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| TIMOTHY CASEY | ||||||
| EMPLOYER TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| HELGA SCHMIDT | ||||||
| EMPLOYER TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| PATRICIA SANDILLO | ||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 128984 | 0 | 33349 | X |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 128984 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 33349 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| ROBERT M CHEVERIE & ASSOC | |||||
| 333 EAST RIVER DRIVE | EAST HARTFORD | CT | 06108 | LEGAL | 280150 |
| THE SEGAL COMPANY | |||||
| CHURCH STREET STATION P O BOX 4059 | NEW YORK | NY | 102614059 | ACTUARIAL | 244119 |
| EMDEONABF | |||||
| 3183 RIDER TRAIL SOUTH | EARTH CITY | MO | 63045 | PRINTING/MAILING | 143184 |
| SOFTWARE SYSTEMS SOLUTION LLC | |||||
| 212-E NEW LONDON TURNPIKE | GLASTONBURY | CT | 06033 | COMPUTER CONSULTING | 103468 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CONTRIBUTIONS - HEALTH | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 77954859 | TotalRevenueColumn |
| Related Or Exempt Function Income | 77954859 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 77954859 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 259780 | TotalRevenueColumn |
| Related Or Exempt Function Income | 259780 | RelatedOrExemptFunctionIncome |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1050 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1050 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1050 | TotalRevenueColumn |
| Unrelated Business Revenue | 1050 | UnrelatedBusinessRevenue |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 8773817 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 8786008 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -12191 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -12191 | TotalRevenueColumn |
| Related Or Exempt Function Income | -12191 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SECURITY LITIGATION PR | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 6188 | TotalRevenueColumn |
| Related Or Exempt Function Income | 6188 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 6188 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 78209686 | TotalRevenueColumn |
| Related Or Exempt Function Income | 78208636 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 1050 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 75537041 | Total |
| Program Services | 75537041 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 823266 | Total |
| Program Services | 823266 | ProgramServices |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 217431 | Total |
| Program Services | 217431 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 232025 | Total |
| Program Services | 232025 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 71786 | Total |
| Program Services | 71786 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 329926 | Total |
| Program Services | 329926 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55090 | Total |
| Program Services | 55090 | ProgramServices |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64136 | Total |
| Program Services | 64136 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52000 | Total |
| Program Services | 52000 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 498496 | Total |
| Program Services | 498496 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58232 | Total |
| Program Services | 58232 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 94782 | Total |
| Program Services | 94782 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60871 | Total |
| Program Services | 60871 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| CONSULTING FEE (ACTUARI | 222936 | 222936 |
| OUTSIDE SERVICES | 142342 | 142342 |
| PROPERTY TAXES | 37302 | 37302 |
| UTILITIES | 31519 | 31519 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78529181 | Total |
| Program Services | 78529181 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 752587 | BOY |
| EOY | 2424741 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 176656 | BOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52447 | BOY |
| EOY | 103049 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 4883561 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 4297066 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 576484 | BOY |
| EOY | 586495 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10250633 | BOY |
| EOY | 11368909 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2280419 | BOY |
| EOY | 1338660 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14089226 | BOY |
| EOY | 15821854 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1088880 | BOY |
| EOY | 742224 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1539260 | BOY |
| EOY | 3019702 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2628140 | BOY |
| EOY | 3761926 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11461086 | BOY |
| EOY | 12059928 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11461086 | BOY |
| EOY | 12059928 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14089226 | BOY |
| EOY | 15821854 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 152788 | OtherCostOrOtherBasis |
| Book Value | 152788 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3652520 | OtherCostOrOtherBasis |
| Depreciation | 3368406 | Depreciation |
| Book Value | 284114 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1078253 | OtherCostOrOtherBasis |
| Depreciation | 928660 | Depreciation |
| Book Value | 149593 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 586495 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| INTEREST RECEIVABLE | 40791 |
| MISCELLANEOUS RECEIVABLE | 537380 |
| HEALTH BENEFIT RECONCILIATION | 760489 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 1338660 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO ANTHEM | $3,010,481 |
| DUE TO AFFILIATES | $9,221 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3019702 | TotalOfAmounts |
| Total Revenue | 78209686 | TotalRevenue |
| Total Expenses | 78529181 | TotalExpenses |
| Excess Or Deficit For Year | -319495 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 918337 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 918337 | TotalAdjustments |
| Excess Or Deficit Per FS | 598842 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 78209686 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 78209686 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 78209686 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 78529181 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 78529181 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 78529181 | TotalExpensesPerForm990 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATRICIA SANDILLO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Base Compensation Filing Org | 114884 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 9700 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 4400 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 33349 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 162333 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (3 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section B, line 11 | FORM 990 IS REVIEWED IN PERSON WITH THE CO-CHAIRMEN AND THE EXECUTIVE DIRECTOR PRIOR TO FILING OF THE RETURN. |
| Form 990, Part VI, Section B, line 15b | 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 PUBLICANY OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|
| 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 |
| TEAMSTERS LOCAL 404 HEALTH SERVICE & INSURANCE PLAN | ||||||||
| 115 PROGRESS AVENUE | SPRINGFIELD | MA | 01104 | 042174518 | AFFILIATED SELF INSURED HEALTH PLAN | MA | 501C-9 | N/A |
| 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 |
| GENERAL TEAMSTERS LOCAL 493 HEALTH SERVICE & INSURANCE PLAN | ||||||||
| 18 CRESENT STREET | UNCASVILLE | CT | 06382 | 060689500 | AFFILIATED SELF INSURED HEALTH PLAN | CT | 501C-9 | N/A |
| TEAMSTERS LOCAL 559 HEALTH SERVICE & INSURANCE PLAN | ||||||||
| 400 CHAPEL ROAD UNIT 2-B | SOUTH WINDSOR | CT | 06074 | 060683663 | AFFILIATED SELF INSURED HEALTH PLAN | CT | 501C-9 | N/A |
| TEAMSTERS LOCAL 677 HEALTH SERVICE & INSURANCE PLAN | ||||||||
| 1871 BALDWIN STREET | WATERBURY | CT | 06706 | 060691862 | AFFILIATED SELF INSURED HEALTH PLAN | CT | 501C-9 | N/A |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |