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Compensation 990 is an independent service that uses public IRS Form 990 filings as its source data. We clean and standardize this information, but the original filings may contain errors or omissions. Years on this site refer to the organization’s fiscal year end date on the filing.

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Organizations Tri-State Joint Fund

Tri-State Joint Fund

Fiscal year ending 2024. Filed on May 9, 2025.

609 West Johnson Avenue 2nd Fl
Cheshire, Connecticut 06410

Tri-State Joint Fund (EIN: 06-0850110) has filed an IRS Form 990 since at least fiscal year 2016. In its fiscal year 2024 IRS Form 990 filing, Tri-State Joint Fund, a 501(c)(9) voluntary employees' beneficiary association, reported compensation for 3 out of 12 total employees. Among the employees shown here, the average compensation is $189,000. The highest compensated employee at Tri-State Joint Fund is Sharon Agnello with fiscal year 2024 compensation of $228,579.

Revenue, expenses, and employee compensation

Revenue

$142,988,717

Expenses

$144,382,628

Employee compensation

$1,711,007
Revenue, expenses, and employee compensation over time

Reported Compensated Employees

Sharon Agnello
Executive Director
$228,579
$175,695 No related comp$52,884
Erin Flavin
Claims Administrator
$170,143
$117,259 No related comp$52,884
Susan Kostek
(Former) IT Director
$168,279
$115,395 No related comp$52,884

Benchmark Employee Compensation

Non-Employee Board Members

Dennis McGuire
Employer Co-Chairman and TRU
$26,100
$24,000 $2,100 No other comp
Timothy Casey
Employer Trustee
$13,300
$0 $13,300 No other comp
Nicholas Reut
Employer Trustee
$13,300
$0 $13,300 No other comp
Frank Rossi
Union Trustee
$9,800
$0 $9,800 No other comp
Lawrence Keefe
Employer Trustee
$9,800
$0 $9,800 No other comp
Edwin Rooney
Union Trustee
$9,100
$0 $9,100 No other comp
Forrest Harvey
Employer Trustee
$7,700
$0 $7,700 No other comp
Glenn Barksdale
Union Trustee
$6,794
$0 $6,794 No other comp
Robert Sullivan Jr
Employer Trustee
$4,900
$0 $4,900 No other comp
Roark Levine
Employer Trustee
No compensation reported
Joe Samolis
(Former) Employer Trustee
No compensation reported
Craig Mitchell
Union Trustee
No compensation reported

Contractors

The Segal Company
Actuarial and Consulting
$752,729
Software System Solutions LLC
Computer and Technology Support
$658,010
Sm Esposito & Company PC
Accounting/Auditing
$334,505
Robert M Cheverie & Association
Legal
$321,491
Change Healthcare Payment Mgmt
Printing/Mailing
$181,444

Mission Statement

PROVIDE SELF-INSURED HEALTH AND WELFARE BENEFITS TO MEMBERS COVERED UNDER COLLECTIVE BARGAINING AGREEMENTS NEGOTIATED BY TEAMSTER LOCALS.

Revisions to this organization profile

May 9, 2025:
2024 Tri-State Joint Fund 990 filed
May 14, 2024:
2023 Tri-State Joint Fund 990 filed
May 12, 2023:
2022 Tri-State Joint Fund 990 filed

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