Public Charity

TRI-STATE JOINT FUND

Based in CHESHIRE, CT, TRI-STATE JOINT FUND operates as a Public Charity. The organization reported $149.4M in revenue, $149.1M in expenses, $36.5M in total assets for fiscal year 2025.

EIN: 060850110 CHESHIRE, CT Latest filing: 2025
Total Revenue$149.4M
Total Expenses$149.1M
Total Assets$36.5M
Grant Records0
Filing Years2021–2025

Mission

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

Officers & Directors

UNION TRUSTEE Anthony Lepore
UNION TRUSTEE Arthur Bell
UNION CO-CHAIRMAN Bevan Sweet
(FORMER) UNION TRUSTEE Bryan Donovan Jr
UNION TRUSTEE Craig Mitchell
EMPLOYER CO-CHAIRMAN & TRU Dennis Mcguire

Officer compensation and complete director data available with membership.

Financial Trends

Year Revenue Expenses Assets
2025 $149.4M $149.1M $36.5M
2024 $143.0M $144.4M $37.9M
2023 $124.3M $125.3M $32.2M
2022 $121.8M $121.7M $32.4M
2021 $116.7M $111.1M $32.1M

Between 2021 and 2025, reported annual revenue grew from $116.7M to $149.4M (+28%), with total assets most recently reported at $36.5M.

Interactive year-over-year charts and full filing details available with membership.

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