2023 Form 5500 filing — Tri State Joint Fund
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250414145632NAL0000810595001) for Tri State Joint Fund, reported by Board Of Trustees Tri State Joint Fund under EIN 06-0850110 and plan number 501. It reports 11,500 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414145632NAL0000810595001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Tri State Joint Fund
- EIN
- 06-0850110
- Plan number
- 501
- Location
- Cheshire, CT
- Participants
- 11,500
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,972,231
- Total liabilities (EOY)
- $16,872,525
- Net assets (EOY)
- $21,099,706
- Total income / additions
- $144,328,989
- Benefits paid
- $139,412,410
- Administrative expenses
- $4,970,221
- Total expenses
- $144,382,631
- Net increase / (decrease)
- -$53,642
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Segal Company Inc | NONE | $752,729 | not reported in the loaded dataset |
| Software Systems Solutions LLC | NONE | $658,011 | not reported in the loaded dataset |
| S M Esposito & Company Pc | NONE | $334,505 | not reported in the loaded dataset |
| Robert M Cheverie Associates Pc | NONE | $321,491 | not reported in the loaded dataset |
| Executive Director | EMPLOYEE | $188,783 | not reported in the loaded dataset |
| Change Healthcare Payment Mgmt | NONE | $181,444 | not reported in the loaded dataset |
| Claims Director | EMPLOYEE | $123,405 | not reported in the loaded dataset |
| It Director | EMPLOYEE | $120,539 | not reported in the loaded dataset |
| Ct Micronet LLC | NONE | $94,555 | not reported in the loaded dataset |
| Employee | EMPLOYEE | $87,205 | not reported in the loaded dataset |
| Employee | EMPLOYEE | $77,662 | not reported in the loaded dataset |
| Employee | EMPLOYEE | $69,207 | not reported in the loaded dataset |
| Employee | EMPLOYEE | $67,000 | not reported in the loaded dataset |
| Employee | EMPLOYEE | $66,753 | not reported in the loaded dataset |
| Employee | EMPLOYEE | $63,264 | not reported in the loaded dataset |
| Employee | EMPLOYEE | $61,298 | not reported in the loaded dataset |
| Employee | EMPLOYEE | $59,070 | not reported in the loaded dataset |
| Dennis Mcguire | EMPLOYER CO CHAIR | $37,068 | not reported in the loaded dataset |
| Morgan Stanley | NONE | $35,000 | $0 |
| Cleo Communicatons LLC | NONE | $34,286 | not reported in the loaded dataset |
| Webster Bank | NONE | $27,685 | not reported in the loaded dataset |
| Dhansol Software Solutions LLC | NONE | $23,166 | $0 |
| Gregory Seelenbinder | NONE | $17,430 | not reported in the loaded dataset |
| Jonathan Zucker, Dmb | NONE | $13,850 | not reported in the loaded dataset |
| Bevan Sweet | UNION CO-CHAIR | $9,848 | not reported in the loaded dataset |