Tri State Joint Fund — Form 5500 plan (Board Of Trustees Tri State Joint Fund)
Plain-English plan 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, Tri State Joint Fund is a benefit plan reported by Board Of Trustees Tri State Joint Fund under EIN 06-0850110 and plan number 501. The latest loaded filing year is 2023. The filing reports 11,500 participants and $37,972,231 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Tri State Joint Fund
- EIN
- 06-0850110
- Plan number
- 501
- Plan type
- 1
- Location
- Cheshire, CT
- Latest filing year
- 2023
- Participants
- 11,500
- End-of-year plan assets
- $37,972,231
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11,500 | H, C | 20250414145632NAL0000810595001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,972,231
- Total liabilities (EOY)
- $16,872,525
- Net assets (EOY)
- $21,099,706
- Net assets (BOY)
- $21,153,348
Income & contributions
- Total contributions
- $142,253,361
- Total income / additions
- $144,328,989
Expenses & distributions
- Benefits paid
- $139,412,410
- Administrative expenses
- $4,970,221
- Total expenses
- $144,382,631
- Net increase / (decrease)
- -$53,642
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Segal Company Inc | NONE | $752,729 | not reported in the loaded dataset | 2023 |
| Software Systems Solutions LLC | NONE | $658,011 | not reported in the loaded dataset | 2023 |
| S M Esposito & Company Pc | NONE | $334,505 | not reported in the loaded dataset | 2023 |
| Robert M Cheverie Associates Pc | NONE | $321,491 | not reported in the loaded dataset | 2023 |
| Executive Director | EMPLOYEE | $188,783 | not reported in the loaded dataset | 2023 |
| Change Healthcare Payment Mgmt | NONE | $181,444 | not reported in the loaded dataset | 2023 |
| Claims Director | EMPLOYEE | $123,405 | not reported in the loaded dataset | 2023 |
| It Director | EMPLOYEE | $120,539 | not reported in the loaded dataset | 2023 |
| Ct Micronet LLC | NONE | $94,555 | not reported in the loaded dataset | 2023 |
| Employee | EMPLOYEE | $87,205 | not reported in the loaded dataset | 2023 |
| Employee | EMPLOYEE | $77,662 | not reported in the loaded dataset | 2023 |
| Employee | EMPLOYEE | $69,207 | not reported in the loaded dataset | 2023 |
| Employee | EMPLOYEE | $67,000 | not reported in the loaded dataset | 2023 |
| Employee | EMPLOYEE | $66,753 | not reported in the loaded dataset | 2023 |
| Employee | EMPLOYEE | $63,264 | not reported in the loaded dataset | 2023 |
| Employee | EMPLOYEE | $61,298 | not reported in the loaded dataset | 2023 |
| Employee | EMPLOYEE | $59,070 | not reported in the loaded dataset | 2023 |
| Dennis Mcguire | EMPLOYER CO CHAIR | $37,068 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $35,000 | $0 | 2023 |
| Cleo Communicatons LLC | NONE | $34,286 | not reported in the loaded dataset | 2023 |
| Webster Bank | NONE | $27,685 | not reported in the loaded dataset | 2023 |
| Dhansol Software Solutions LLC | NONE | $23,166 | $0 | 2023 |
| Gregory Seelenbinder | NONE | $17,430 | not reported in the loaded dataset | 2023 |
| Jonathan Zucker, Dmb | NONE | $13,850 | not reported in the loaded dataset | 2023 |
| Bevan Sweet | UNION CO-CHAIR | $9,848 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Tri State Joint Fund
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Cheshire, CT
- The Segal Company Inc — Schedule C compensation
- Software Systems Solutions LLC — Schedule C compensation
- S M Esposito & Company Pc — Schedule C compensation
- Robert M Cheverie Associates Pc — Schedule C compensation
- Executive Director — Schedule C compensation
- Change Healthcare Payment Mgmt — Schedule C compensation
- Claims Director — Schedule C compensation
- It Director — Schedule C compensation
- Ct Micronet LLC — Schedule C compensation
- Employee — Schedule C compensation
- Dennis Mcguire — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Cleo Communicatons LLC — Schedule C compensation
- Webster Bank — Schedule C compensation
- Dhansol Software Solutions LLC — Schedule C compensation
- Gregory Seelenbinder — Schedule C compensation
- Jonathan Zucker, Dmb — Schedule C compensation
- Bevan Sweet — Schedule C compensation