AUMdb

Tri State Joint Fund

EIN 060850110 · 501(c)(9) · Public charity · Cheshire, CT · recognized 1970

Assets
$37.9M
Revenue
$143M
Expenses
$144M
Investment income
$638K

Form 990 fiscal year ended 06/30/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

Contractor Services Compensation
The Segal Company Actuarial & consulting $752,729
Software System Solutions Llc Computer & technology support $658,010
Sm Esposito & Company Pc Accounting/auditing $334,505
Robert M Cheverie & Assoc Legal $321,491
Change Healthcare Payment Mgmt Printing/mailing $181,444

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Sharon Agnello Executive director $175,695 $52,884
Erin Flavin Claims administrator $117,259 $52,884
Susan Kostek (former) it director $115,395 $52,884
Dennis Mcguire Employer co-chairman & tru $26,100 $0
Nicholas Reut Employer trustee $13,300 $0
Timothy Casey Employer trustee $13,300 $0
Lawrence Keefe Employer trustee $9,800 $0
Frank Rossi Union trustee $9,800 $0
Edwin Rooney Union trustee $9,100 $0
Forrest Harvey Employer trustee $7,700 $0
Glenn Barksdale Union trustee $6,794 $0
Robert Sullivan Jr Employer trustee $4,900 $0
Thomas Bayusik Union trustee $0 $0
Salvatore Abate Union trustee $0 $0
Joe Samolis (former) employer trustee $0 $0
Arthur Bell Union trustee $0 $0
Robert Ziobrowski Union trustee $0 $0
James Stack Employer trustee $0 $0
Paul Ayoub Employer trustee $0 $0
Anthony Lepore Union trustee $0 $0
Scott Blais Employer trustee $0 $0
Roark Levine Employer trustee $0 $0
Craig Mitchell Union trustee $0 $0
Bevan Sweet Union co-chairman $0 $0
Robert Digirolamo Union trustee $0 $0
Bryan Donovan Jr Union trustee $0 $0
George Wiesendanger Employer trustee $0 $0