Nonprofit · EIN 06-0850110
TRI STATE JOINT FUND
Tax-exempt · CHESHIRE, CT 06410
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $149,383,842 | $149,123,309 | $260,533 | $36,485,797 | $14,318,612 | $22,167,185 |
| June 30, 2024 | 990 | $142,988,717 | $144,382,628 | -$1,393,911 | $37,915,677 | $16,872,525 | $21,043,152 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $148,100,852
- Investment income
- $1,282,990
- Net gain from sales of assets
- $520,498
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $144,111,229
- Compensation of officers, directors and key employees
- $219,818
- Other salaries and wages
- $730,037
- Salaries, compensation and benefits (total)
- $1,597,836
- Professional fundraising fees
- $0
- Legal fees
- $324,142
- Accounting fees
- $209,375
- Occupancy
- $180,249
- Travel
- $54,219
- Depreciation
- $30,927
Balance sheet and other
- Total assets, start of year
- $37,915,677
- Total assets, end of year
- $36,485,797
- Total liabilities, end of year
- $14,318,612
- Net assets, end of year
- $22,167,185
- Land, buildings and equipment
- $133,090
- Publicly traded securities
- $20,277,611
- Gross receipts
- $153,645,620
- Employees
- 11
- Volunteers
- 0
- Year formed
- 1968
- State of legal domicile
- CT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| SHARON AGNELLO | EXECUTIVE DIRECTOR Key employee | 40 | $193,704 | $0 | $54,839 |
| ERIN FLAVIN | CLAIMS ADMINISTRATOR Highest-paid employee | 40 | $127,240 | $0 | $54,839 |
| DENNIS MCGUIRE | EMPLOYER CO-CHAIRMAN & TRU Trustee or director | 4 | $25,000 | $1,400 | $0 |
| TIMOTHY CASEY | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $16,100 | $0 |
| NICHOLAS REUT | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $14,000 | $0 |
| EDWIN ROONEY | UNION TRUSTEE Trustee or director | 1 | $0 | $9,800 | $0 |
| FRANK ROSSI | UNION TRUSTEE Trustee or director | 1 | $0 | $9,800 | $0 |
| ROBERT SULLIVAN JR | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $9,800 | $0 |
| LAWRENCE KEEFE | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $9,800 | $0 |
| FORREST HARVEY | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $9,100 | $0 |
| GEORGE WIESENDANGER | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $9,100 | $0 |
| GLENN BARKSDALE | UNION TRUSTEE Trustee or director | 1 | $0 | $4,212 | $0 |
| THOMAS BAYUSIK | UNION TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SALVATORE ABATE | UNION TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT DIGIROLAMO | UNION TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
11 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRYAN DONOVAN JR | (FORMER) UNION TRUSTEE Trustee or director | 1 | $0 |
| STANLEY OSOWSKI | UNION TRUSTEE Trustee or director | 1 | $0 |
| BEVAN SWEET | UNION CO-CHAIRMAN Trustee or director | 1 | $0 |
| CRAIG MITCHELL | UNION TRUSTEE Trustee or director | 1 | $0 |
| ROARK LEVINE | EMPLOYER TRUSTEE Trustee or director | 1 | $0 |
| SCOTT BLAIS | EMPLOYER TRUSTEE Trustee or director | 1 | $0 |
| ANTHONY LEPORE | UNION TRUSTEE Trustee or director | 1 | $0 |
| PAUL AYOUB | EMPLOYER TRUSTEE Trustee or director | 1 | $0 |
| JAMES STACK | EMPLOYER TRUSTEE Trustee or director | 1 | $0 |
| ROBERT ZIOBROWSKI | UNION TRUSTEE Trustee or director | 1 | $0 |
| ARTHUR BELL | UNION TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 27 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| SHARON AGNELLO | EXECUTIVE DIRECTOR Officer | 40 | $175,695 | $0 | $52,884 |
| ERIN FLAVIN | CLAIMS ADMINISTRATOR Highest-paid employee | 40 | $117,259 | $0 | $52,884 |
| SUSAN KOSTEK | (FORMER) IT DIRECTOR Highest-paid employee | 40 | $115,395 | $0 | $52,884 |
| DENNIS MCGUIRE | EMPLOYER CO-CHAIRMAN & TRU Trustee or director | 4 | $24,000 | $2,100 | $0 |
| TIMOTHY CASEY | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $13,300 | $0 |
| NICHOLAS REUT | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $13,300 | $0 |
| FRANK ROSSI | UNION TRUSTEE Trustee or director | 1 | $0 | $9,800 | $0 |
| LAWRENCE KEEFE | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $9,800 | $0 |
| EDWIN ROONEY | UNION TRUSTEE Trustee or director | 1 | $0 | $9,100 | $0 |
| FORREST HARVEY | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $7,700 | $0 |
| GLENN BARKSDALE | UNION TRUSTEE Trustee or director | 1 | $0 | $6,794 | $0 |
| ROBERT SULLIVAN JR | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $4,900 | $0 |
| THOMAS BAYUSIK | UNION TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SALVATORE ABATE | UNION TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT DIGIROLAMO | UNION TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| GEORGE WIESENDANGER | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BRYAN DONOVAN JR | UNION TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BEVAN SWEET | UNION CO-CHAIRMAN Trustee or director | 1 | $0 | $0 | $0 |
| CRAIG MITCHELL | UNION TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ROARK LEVINE | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SCOTT BLAIS | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ANTHONY LEPORE | UNION TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| PAUL AYOUB | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JAMES STACK | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT ZIOBROWSKI | UNION TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ARTHUR BELL | UNION TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JOE SAMOLIS | (FORMER) EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 609 W JOHNSON AVE STE 2, CHESHIRE, CT 06410-4507
- Principal officer (990 for 2024)
- BEVAN SWEET, 609 WEST JOHNSON AVENUE 2ND FL, CHESHIRE, CT 06410
- Signed the 990
- BEVAN SWEET, UNION CO-CHAIRMAN
- Phone
- (203) 250-2601
- Return prepared by
- SM ESPOSITO & CO PC
Mission
PROVIDE SELF-INSURED HEALTH AND WELFARE BENEFITS TO MEMBERS COVERED UNDER COLLECTIVE BARGAINING AGREEMENTS NEGOTIATED BY TEAMSTER LOCALS.
Program accomplishments
- 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 10,683 ACTIVE AND RETIRED MEMBERS PLUS THEIR DEPENDENTS.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 06-0850110
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1970
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $36,485,797
- Income (IRS master file)
- $153,645,620
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | – | – | – | IRS |
| 990 | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $124,254,227 | $125,327,371 | $32,248,972 | IRS |
| 990 | June 2022 | $121,802,398 | $121,692,929 | $32,402,096 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about TRI STATE JOINT FUND
- What is the EIN of TRI STATE JOINT FUND?
- The employer identification number (EIN) of TRI STATE JOINT FUND is 06-0850110.
- Is TRI STATE JOINT FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1970.
- Are donations to TRI STATE JOINT FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does TRI STATE JOINT FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of TRI STATE JOINT FUND due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TRI STATE JOINT FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of TRI STATE JOINT FUND?
- The 990 for the year ended June 30, 2025 names BEVAN SWEET.
- Who are the officers and directors of TRI STATE JOINT FUND?
- The 990 for the year ended June 30, 2025 lists 26 people; 3 received compensation from the organization, the highest $193,704 (SHARON AGNELLO, EXECUTIVE DIRECTOR).
- How much revenue does TRI STATE JOINT FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $149,383,842, expenses of $149,123,309 and total assets of $36,485,797 at year end.
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