Is it real?
Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Sep 1970.
IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File
Who runs it and what they're paid
29 people listed on the 990; $404K paid to officers and key staff.
Compensation history total reportable pay by year · 4 named individuals · Part VII
| Name | FY2024 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|---|
| Sharon Agnello | $193,704 | $175,695 | $153,813 | $145,726 | $144,244 | $134,991 |
| Erin Flavin | $127,240 | $117,259 | $114,248 | — | — | — |
| Susan Kostek | — | $115,395 | $116,089 | $106,498 | $111,852 | $105,931 |
| Dennis McGuire | $25,000 | $24,000 | $20,000 | $14,000 | — | — |
Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.
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Questions the 990 asks
The form asks each of these directly. These are the filed answers.
- Family or business ties among officersPt VI · Ln 2No
- Top official's pay set by an independent reviewPt VI · Ln 15aYes
Programs and updates
Provides self-insured health benefit plans for employers.
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The fund operates under a trust agreement for the purposeof making benefit payments to members of the tri-stateteamsters health services & insurance plan, these benefits cover hospital,surgical, prescription drug, home health care and death benefits for 11,499 active and retired members plus their dependents.
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Funders
Who pays for it.
From grant filings on record. Receipts are incomplete: individual donors are never listed.
By the numbers
The FY2023 990, line by line.
Download 990
| Line | Start FY23 | End FY23 |
|---|---|---|
| Cash and savingsLn 1–2 | $3.5M | $2.5M |
| InvestmentsLn 11–13 | $18.1M | $19.4M |
| Land, buildings, equipmentLn 10c | $140K | $102K |
| Total assetsLn 16 | $32.4M | $32.2M |
| LiabilitiesLn 26 | $12.3M | $11.1M |
| Net assetsLn 32 | $20.1M | $21.1M |
| Line | Total | Programs | Management | Fundraising |
|---|---|---|---|---|
| Benefits paid to or for membersLn 4 | $121.3M | |||
| Pay of current officers, directors and key staffLn 5 | $186K | |||
| Other salaries and wagesLn 7 | $712K | |||
| Pension plan contributionsLn 8 | $242K | |||
| Other employee benefitsLn 9 | $276K | |||
| Payroll taxesLn 10 | $70K | |||
| Legal feesLn 11b | $322K | |||
| Accounting feesLn 11c | $198K | |||
| Investment management feesLn 11f | $49K | |||
| Other fees for servicesLn 11g | $532K | |||
| Office expensesLn 13 | $376K | |||
| Information technologyLn 14 | $465K | |||
| OccupancyLn 16 | $173K | |||
| TravelLn 17 | $35K | |||
| Conferences, conventions and meetingsLn 19 | $119K | |||
| Depreciation, depletion and amortizationLn 22 | $23K | |||
| InsuranceLn 23 | $52K | |||
| Other expenses (24a–d)Ln 24 | $160K | |||
| Total functional expensesLn 25 | $125.3M |
Filing history
| Year | Money in | Money out | In minus out | Net assets | Download |
|---|---|---|---|---|---|
| FY2024 | $143.0M | $144.4M | −$1.4M | $21.0M | 990 PDF |
| FY2023 Viewing | $124.3M | $125.3M | −$1.1M | $21.1M | 990 PDF |
| FY2022 | $121.8M | $121.7M | $109K | $20.1M | 990 PDF |
| FY2021 | $116.7M | $111.1M | $5.6M | $22.3M | 990 PDF |
| FY2020 | $101.7M | $100.6M | $1.1M | $18.2M | 990 PDF |
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Schedules filed Part IV
See the full FY2023 990 (4 parts)
Part VIII · Statement of revenue $124,254,227 across 5 lines filed
Part IX · Statement of functional expenses $125,327,371 across 18 lines filed
Part X · Balance sheet $32,248,972 assets, 12 lines filed
Part XI · Reconciliation of net assets $21,103,240 net assets at year end
Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File
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