Board Of Trustees Tri State Joint Fund — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Board Of Trustees Tri State Joint Fund (EIN 06-0850110) is a plan sponsor located in Cheshire, CT with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
06-0850110
Location
Cheshire, CT
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$37,972,231
Total reported liabilities (EOY)
$16,872,525
Total reported net assets (EOY)
$21,099,706

Contributions & income

Total income / additions
$144,328,989

Expenses & distributions

Benefits paid / distributions
$139,412,410
Total expenses
$144,382,631
Net increase / (decrease)
-$53,642

Coverage

Total reported participants
11,500
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Board Of Trustees Tri State Joint Fund plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Tri State Joint Fund50111,500$37,972,2312023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Board Of Trustees Tri State Joint Fund
YearPlanParticipantsSchedulesFiling
2023Tri State Joint Fund11,500H, C20250414145632NAL0000810595001

Related Form 5500 pages