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Original filing (PDF)20250414145632NAL0000810595001
BOARD OF TRUSTEES TRI STATE JOINT FUND
Form 5500
FILING_RECEIVED
TRI STATE JOINT FUND
Health & welfare plan
Signals · 3
~928 bps in Sched C feesNo recordkeeper disclosed25 service providers
Active participants
6,158
Accounts w/ balance
—
Plan assets (EOY)
$38.0M
Net assets (EOY)
$21.1M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 928 bps in Schedule C fees — 3101% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES TRI STATE JOINT FUND.
Plan sponsor
Name
BOARD OF TRUSTEES TRI STATE JOINT FUND
EIN
06-0850110
Address
609 WEST JOHNSON AVE · 2ND FLOOR · CHESHIRE, CT · 06410
Phone
(203) 250-2601
Industry
Transportation & Warehousingsee all
Plan administrator
Name
BOARD OF TRUSTEES TRI STATE JOINT FUND
EIN
06-0850110
City
CHESHIRE, CT
Phone
(203) 250-2601
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-14
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4F · Temporary Disability (accident and sickness)
4L · Death Benefits (other than life insurance)
4Q · Other
Audit & trust (Schedule H)
Auditor
S.M. ESPOSITO & COMPANY, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
25 rowsOther
25| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE SEGAL COMPANY INC | 13-1835864 | BOSTON, MA | NONE | $753K | — |
| SOFTWARE SYSTEMS SOLUTIONS LLC | 06-1496327 | GLASTONBURY, CT | NONE | $658K | — |
| S M ESPOSITO & COMPANY PC | 06-1298465 | HAMDEN, CT | NONE | $335K | — |
| ROBERT M CHEVERIE ASSOCIATES PC | 06-1335139 | EAST HARTFORD, CT | NONE | $321K | — |
| EXECUTIVE DIRECTOR | 06-0850110 | CHESHIRE, CT | EMPLOYEE | $189K | — |
| CHANGE HEALTHCARE PAYMENT MGMT | 20-5731067 | NASHVILLE, TN | NONE | $181K | — |
| CLAIMS DIRECTOR | 06-0850110 | CHESHIRE, CT | EMPLOYEE | $123K | — |
| IT DIRECTOR | 06-0850110 | CHESHIRE, CT | EMPLOYEE | $121K | — |
| CT MICRONET LLC | 20-2841553 | FARMINGTON, CT | NONE | $95K | — |
| EMPLOYEE | 06-0850110 | CHESHIRE, CT | EMPLOYEE | $87K | — |
| EMPLOYEE | 06-0850110 | CHESHIRE, CT | EMPLOYEE | $78K | — |
| EMPLOYEE | 06-0850110 | CHESHIRE, CT | EMPLOYEE | $69K | — |
| EMPLOYEE | 06-0850110 | CHESHIRE, CT | EMPLOYEE | $67K | — |
| EMPLOYEE | 06-0850110 | CHESHIRE, CT | EMPLOYEE | $67K | — |
| EMPLOYEE | 06-0850110 | CHESHIRE, CT | EMPLOYEE | $63K | — |
| EMPLOYEE | 06-0850110 | CHESHIRE, CT | EMPLOYEE | $61K | — |
| EMPLOYEE | 06-0850110 | — | EMPLOYEE | $59K | — |
| DENNIS MCGUIRE | 06-0850110 | — | EMPLOYER CO CHAIR | $37K | — |
| MORGAN STANLEY | 20-8764829 | — | NONE | $35K | — |
| CLEO COMMUNICATONS LLC | 45-4983187 | — | NONE | $34K | — |
| WEBSTER BANK | 06-1187536 | NEW HAVEN, CT | NONE | $28K | — |
| DHANSOL SOFTWARE SOLUTIONS LLC | — | WALLINGFORD, CT | NONE | $23K | — |
| GREGORY SEELENBINDER | — | COLUMBUS, OH | NONE | $17K | — |
| JONATHAN ZUCKER, DMB | — | SHREWSBURY, MA | NONE | $14K | — |
| BEVAN SWEET | 06-0850110 | — | UNION CO-CHAIR | $10K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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