2026-07-07T19:53:36-05:00 2025-08-31 952302617 SINGERLEWAK LLP 500 ALA MOANA BLVD 2 302 HONOLULU HI 96813 990 2024-09-01 996009135 TEAMSTERS HEALTH & WELFARE TRUST FUND TEAM 8085230199 560 N NIMITZ HWY SUITE 209 HONOLULU HI 96817 KEVIN HOLU JENNY LEMAOTA TRUSTEES 8085230199 2026-07-06 0 JUDITH CHOCK P01072809 8085336254 2024 2025-03-06 01:10:19Z KEVIN HOLU JENNY LEMAOT 560 N NIMITZ HWY SUITE 209 HONOLULU HI 96817 65181509 0 X N/A X 1957 HI TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS, THEIR DEPENDENTS, AND RETIREES. 4 4 0 8 0 0 0 0 49006256 48515912 1053521 1300361 3365151 2526072 53424928 52342345 0 0 45866410 48094199 0 0 0 0 0 980375 893278 46846785 48987477 6578143 3354868 44747086 48316622 169033 14901 44578053 48301721 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS, THEIR DEPENDENTS, AND RETIREES. 0 0 38281696 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS, THEIR DEPENDENTS, AND RETIREES BY PAYING MONTHLY INSURANCE PREMIUMS TO INSURANCE CARRIERS (MEDICAL/DENTAL $37,982,182, CHIROPRACTIC CARE $47,534, MEDICARE PREMIUM REIMBURSEMENTS $332, LIFE INSURANCE $44,095, AND VISION $207,553). 7503620 TO PROVIDE SELF-INSURED HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS, THEIR DEPENDENTS, AND RETIREES (DRUG $8,121,818, DRUG REBATES -$2,308,883 AND DENTAL $1,690,685). 220809 TO PAY FOR SELF-FUNDED BENEFIT ADMINISTRATIVE FEES. 46006125 0 0 0 0 0 0 0 0 0 0 1 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X BENEFIT RISK & MANAGEMENT SERVICES 8085230199 560 N NIMITZ HIGHWAY STE 209 HONOLULU HI 96817 X KEVIN HOLU UNION TRUSTEE 1.00 X 0 0 0 JOELLE HUSSEY UNION TRUSTEE 1.00 X 0 0 0 JONATHAN REED UNION TRUSTEE (ALT) 1.00 X 0 0 0 CHRIS UEOKA UNION TRUSTEE (ALT) 1.00 X 0 0 0 ROBERT YU EMPLOYER TRUSTEE 1.00 X 0 0 0 JENNY LEMAOTA EMPLOYER TRUSTEE 1.00 X 0 0 0 EILEEN MORI-MISHINA EMPLOYER TRUSTEE (ALT) 1.00 X 0 0 0 TAMARA ADDISON EMPLOYER TRUSTEE (ALT) 1.00 X 0 0 0 0 0 0 0 0 0 0 BENEFIT & RISK MANAGEMENT SERVICE 560 N NIMITZ HWY STE 209 HONOLULU HI 96817 THIRD PARTY ADMINISTRATOR/CLAIMS REPRICI 324817 HAWAII DENTAL SERVICE 700 BISHOP STREET 700 HONOLULU HI 96813 DENTAL CLAIMS ADMINISTRATOR 118081 EXPRESS SCRIPT INC 100 PARSONS PND DR FRANKLLIN LAKES NJ 07417 DRUG CLAIMS ADMINISTRATOR 102728 3 EMPLOYERS' CONTRIB 900099 47144995 47144995 EMPLOYEES' CONTRIB 900099 1350271 1350271 LIQUIDATED DAMAGES 900099 20646 20646 48515912 1272442 1272442 12867083 12839164 27919 27919 27919 DRUG REBATES 900099 2308883 2308883 OTHER 900099 217189 217189 2526072 52342345 51069903 0 1272442 48094199 21261 51304 80203 337526 28441 16526 23257 ADMINISTRATIVE FEES - D 220809 CONSULTANT FEES 113951 48987477 54370 360061 13546825 7791972 5297043 5414106 14745613 20907079 4459660 6643750 6643575 7199654 44747086 48316622 169033 12967 0 1934 169033 14901 X 44578053 48301721 0 0 0 0 44578053 48301721 44747086 48316622 3354868 368800 0 X X 0 1 X 1 0 0 FIXED COUPON EQUITY LINKED NOTES (STRUCTURE NOTES) 6643750 F 6643750 INSURANCE RESERVE - UNIVERSITY HEALTH ALLIANCE 6998074 INSURANCE RESERVE - PACIFIC GUARDIAN LIFE 201580 7199654 CASH IN TRANSIT - OVERDRAFT 1934 1934 X 50322059 368800 368800 49953259 80203 2308883 2389086 52342345 46598391 0 46598391 80203 2308883 2389086 48987477 PART X, LINE 2: THE TRUST FUNDING CERTAIN BENEFITS OF THE PLAN RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) DATED MARCH 1, 1996, STATING THAT THE TRUST IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC). HOWEVER, AS A RESULT OF THE PLAN'S FUNDING POLICY, FROM TIME TO TIME THE TRUST MAY BE SUBJECT TO INCOME TAXES. NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED IN 2025 AND 2024 FOR UNRELATED BUSINESS TAXABLE INCOME. IN ADDITION, THE PLAN AND THE TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THAT THE RELATED TRUST IS TAX-EXEMPT. U.S. GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF IT HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND CONCLUDED THAT, AS OF AUGUST 31, 2025 AND 2024, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XI, LINE 4B - OTHER ADJUSTMENTS: DRUG REBATES PART XII, LINE 4B - OTHER ADJUSTMENTS: DRUG REBATES FORM 990, PART VI, SECTION B, LINE 11B THE ADMINISTRATOR DISSEMINATES THE FORM 990 TO UNION AND EMPLOYER TRUSTEE REPRESENTATIVES FOR THEIR REVIEW AND EXECUTION. FORM 990, PART VI, SECTION B, LINE 12C THE TRUSTEES EXECUTE A STATEMENT OF COMPLIANCE WHICH IS KEPT ON FILE. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C NO CHANGE IN REVIEW PROCESS FROM PRIOR YEAR. BOARD OF TRUSTEES SELECTS AN INDEPENDENT AUDITOR. ADMINISTRATOR FORMALLY REVIEWS AND APPROVES THE FINANCIAL STATEMENTS. BOARD OF TRUSTEES REVIEW AND APPROVE THE FINANCIAL STATEMENTS. SEE SCHEDULE R SUPPLEMENTAL INFORMATION SEE SCHEDULE R SUPPLEMENTAL INFORMATION SEE SCHEDULE R SUPPLEMENTAL INFORMATION 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FORM 990, SCHEDULE R, PARTS II, III, IV THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTIEMPLOYER PLAN THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. THE ADMINISTRATOR'S OFFICE MAINTAINS A DATABASE OF THESE CONTRIBUTING EMPLOYERS INCLUDING THE NAMES, ADDRESSES, AND OTHER CONTACT INFORMATION. HOWEVER, THE LEGAL STRUCTURE (CORPORATION, PARTNERSHIP, ETC) FOR EACH CONTRIBUTING EMPLOYER IS NOT ON FILE WITH THE ADMINISTRATIVE OFFICE AND COULD NOT BE REASONABLY OBTAINED. AS A RESULT, THE CONTRIBUTING EMPLOYERS COULD NOT BE SEPARATED BY TYPE OF ORGANIZATION, HOWEVER, THEY ARE LISTED BELOW: ALOHA PETROLEUM LTD. HC&D, LLC B&C TRUCKING CO. LTD. BAKER COMMODITIES, INC. ISLAND PUMPING SERVICES, INC. YOUNG'S MARKET COMPANY AIRGAS WEST, LLC GOLDEN STATE FOODS CORP. HAWAII TRANSFER COMPANY HAWAIIAN CEMENT HONOLULU WOOD TREATING LLC HONSADOR LUMBER CORP. TEAMSTERS UNION LOCAL 996 MARTIN TRANSPORTATION SERVICES OAHU TRANSIT SERVICES UNICOLD CORP. ST. FRANCIS HEALTHCARE SYSTEM HAWAII DON QUIJOTE PARADISE BEVERAGE, INC - KAUAI