2024-01-25T17:15:32-06:00 2022-09-30 990155373 LEMKE CHINEN & TANAKA CPA INC 500 ALA MOANA BLVD BLDG 2 302 HONOLULU HI 96813 990 2021-10-01 990104618 HAWAII ELECTRICIANS HEALTH AND WELFARE FUND HAWA 8088416169 1935 HAU STREET 450 HONOLULU HI 96819 TRACY HAYASHI AL ITAMOTO UNION TRUSTEE/EMPLOYER TRUSTEE 8088416169 2024-01-20 TRACY HAYASHI AL ITAMOTO 999009999 TERRY TAKAKI P00036112 8085336254 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z X X TRACY HAYASHI AL ITAMOT 1935 HAU STREET 450 HONOLULU HI 96819 125608555 0 X N/A X 1962 HI ORGANIZATION IS A COLLECTIVELY BARGAINED MULTIEMPLOYER PLAN THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS ACCORDING TO PLAN RULES AND REGULATIONS. 6 0 0 0 0 0 0 0 22717535 21603989 7023879 3530734 0 0 29741414 25134723 0 0 28363084 27243973 0 0 0 0 0 2105684 2315548 30468768 29559521 -727354 -4424798 100884325 86546798 344217 3830375 100540108 82716423 ORGANIZATION IS A COLLECTIVELY BARGAINED MULTIEMPLOYER PLAN THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS ACCORDING TO PLAN RULES AND REGULATIONS. 0 0 24102268 TO PROVIDE SELF INSURED BENEFITS TO ELIGIBLE PARTICIPANTS. MEDICAL $16,461,451; DRUG $4,516,069; DENTAL $2,824,581; DRUG $300,167. 3141705 TO PROVIDE GROUP INSURANCE BENEFITS TO ELIGIBLE PARTICIPANTS BY PAYING MONTHLY INSURANCE PREMIUMS TO INSURANCE CARRIERS. HMSA $2,487,686; PACIFIC GUARDIAN LIFE (LIFE + TDI) $568,894; ULLICO (STOP LOSS) $85,125. 880998 TO PAY FOR ADMINISTRATIVE FEES ASSOCIATED WITH SELF-INSURED CLAIMS PROCESSING. MEDICAL $564,977; DENTAL $153,820; DRUG $122,585; VISION $39,616. 28124971 0 0 0 0 0 0 0 0 0 1 1 0 0 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 3 0 1 0 0 0 0 0 0 0 0 0 X 6 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X HI ELECTRICIANS ADMINISTRATIVE OFFICE 8088416169 1935 HAU STREET ROOM 450 HONOLULU HI 96819 X X DAMIEN KIM UNION TRUSTEE 0.50 X 0 0 0 LEYTON TORDA UNION TRUSTEE 0.50 X 0 0 0 TRACY HAYASHI UNION TRUSTEE 0.50 X 0 0 0 ROBERT AQUINO UNION TRUSTEE (ALT) 0.50 X 0 0 0 DOUGLAS OKI EMPLOYER TRUSTEE 0.50 X 0 0 0 JODY HANAMOTO EMPLOYER TRUSTEE 0.50 X 0 0 0 DARYL SUEHIRO EMPLOYER TRUSTEE 0.50 X 0 0 0 AL ITAMOTO EMPLOYER TRUSTEE (ALT) 0.50 X 0 0 0 0 0 0 0 0 0 0 HWMG 737 BISHOP STREET SUITE 1200 HONOLULU HI 96813 MEDICAL CLAIMS ADMINISTRATOR 564977 SEGAL 180 HOWARD STREET SUITE 1100 SAN FRANCISCO CA 94105 PLAN CONSULTANT 211431 HAWAII DENTAL SERVICE 700 BISHOP STREET SUITE 700 HONOLULU HI 96813 DENTAL CLAIMS ADMINISTRATOR 153820 3 EMPLOYER CONTRIBUTIONS 900099 20142084 20142084 RETIREES CONTRIBUTIONS 900099 1164384 1164384 SELF PAY CONTRIBUTIONS 900099 285780 285780 LIQUIDATED DAMAGES 900099 11359 11359 OTHER 900099 382 382 21603989 1613845 1613845 102390721 100473832 1916889 1916889 1916889 25134723 21603989 0 3530734 27243973 880998 47221 55640 372611 226303 8896 4769 19644 HI ELECTRICIANS ADMIN O 687758 PCORI FEES 7036 BANK FEES 4672 29559521 128106 330957 5969291 16202849 4930100 2978703 60153 62482 205976 205976 0 0 60699958 45929378 29096717 20439321 0 603108 100884325 86546798 154443 157375 189774 3673000 344217 3830375 X 100540108 82716423 0 0 0 0 100540108 82716423 100884325 86546798 -4424798 -13398887 0 X 0 1 X 1 0 205976 205976 0 0 STRUCTURED NOTES 1917026 F FORT WASHINGTON HIGH YIELD INVESTORS II, LLC 18522295 F 20439321 WAIVER OF PREMIUM RESERVE 120000 SECURITIES PURCHASED PAYABLE 3553000 3673000 X 11363225 -13398887 -13398887 24762112 372611 372611 25134723 29186910 0 29186910 372611 372611 29559521 PART X, LINE 2: THE FINANCIAL STATEMENTS CONTAIN THE FOLLOWING DISCLOSURE PERTAINING TO FIN 48 (ASC 740): "THE TRUST FUNDING CERTAIN BENEFITS OF THE PLAN RECEIVED AN EXEMPTION LETTER FROM THE IRS DATED AUGUST 3, 1992, STATING THAT THE TRUST IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE 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 2022 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 CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THAT THE RELATED TRUST IS TAX-EXEMPT. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF IT HAS TAKEN AN UNCERTAIN POSITION THAT MORE THAN LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS." FORM 990, PART VI, SECTION B, LINE 11B ALL DOCUMENTS ARE REVIEWED BY ONE LABOR TRUSTEE AND ONE MANAGEMENT TRUSTEE PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY IS DISCUSSED WITH THE BOARD OF TRUSTEES FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART VII, SECTION A THE ORGANIZATION WAS UNABLE TO OBTAIN OR ESTIMATE AND REPORT THE COMPENSATION FROM INDIVIDUALS OF RELATED ORGANIZATION(S) AFTER MAKING A REASONABLE EFFORT TO SECURE SUCH INFORMATION. AMENDED RETURN FORM 990, PART IV, LINE 11F: ANSWER CHANGED TO YES UPON COMPLETION OF FINANCIAL STATEMENTS AUDITED BY AN INDEPENDENT ACCOUNTANT. FORM 990, PART IV, LINE 12A: ANSWER CHANGED TO YES UPON COMPLETION OF FINANCIAL STATEMENTS AUDITED BY AN INDEPENDENT ACCOUNTANT. FORM 990, PART XII, LINE 2B: ANSWER CHANGED TO YES UPON COMPLETION OF FINANCIAL STATEMENTS AUDITED BY AN INDEPENDENT ACCOUNTANT ON A SEPARATE BASIS. FORM 990, PART XII, LINE 2C: ANSWER CHANGED TO YES UPON COMPLETION OF FINANCIAL STATEMENTS AUDITED BY AN INDEPENDENT ACCOUNTANT. SCHEDULE D, PART XI. LINE 1: ADDED TOTAL REVENUE FROM AUDITED FINANCIAL STATEMENTS OF $11,363,225 SCHEDULE D, PART XI, LINE 2A: ADDED NET UNREALIZED LOSS OF $(13,398,887). SCHEDULE D, PART XI, LINE 4A, ADDED INVESTMENT EXPENSES OF $372,611. SCHEDULE D, PART XII, LINE 1, ADDED TOTAL EXPENSES PER AUDITED FINANCIAL STATEMENTS OF $29,186,910. SCHEDULE D, PART XII, LINE 4A: ADDED INVESTMENT EXPENSES OF $372,611. HAWAII ELECTRICIANS ANNUITY PLAN 1935 HAU STREET STE 450 HONOLULU HI 96819 996020486 PROVIDING ANNUITY BENEFITS TO ELIGIBLE PARTICIPANTS HI 401(A) N/A 0 HAWAII ELECTRICIANS VACATION AND HOLIDAY PLAN 1935 HAU STREET STE 450 HONOLULU HI 96819 996015951 PROVIDING VACATION AND HOLIDAY HI 501(C)(9) N/A 0 HAWAII ELECTRICIANS MARKET ENHANCEMENT PROGRAM FUND 1935 HAU STREET STE 450 HONOLULU HI 96819 990283330 PROMOTING MORE COOPERATIVE RELATIONSHIP BETWEEN LABOR AND MANAGEMENT HI 501(C)(5) N/A 0 HAWAII ELECTRICIANS SUPPLEMENTARY UNEMPLOYEMENT BENEFITS FUND 1935 HAU STREET HONOLULU HI 96819 990163846 PROVIDING SUPPLEMENTAL UNEMPLOYMENT BENEFITS TO ELIGIBLE PARTICIPANTS HI 501(C)(9) N/A 0 HAWAII ELECTRICIANS PENSION PLAN 1935 HAU STREET STE 450 HONOLULU HI 96819 996005391 PROVIDING PENSION BENEFITS TO ELIGIBLE PARTICIPANTS HI 401(A) N/A 0 HAWAII ELECTRICIANS TRAINING FUND 1935 HAU STREET STE 450 HONOLULU HI 96819 996005392 LOCAL TRAINING FUND HI 501(C)(5) N/A 0 SEE SCHEDULE R ATTACHMENT SEE SCHEDULE R ATTACHMENT HAWAII ELECTRICANS ADMINISTRATIVE OFFICE 1935 HAU STREET STE 450 HONOLULU HI 96819 990109237 TRUST FUND ADMINISTRATION HI N/A C 0 SEE SCHEDULE R ATTACHMENT 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 HAWAII ELECTRICIANS ADMINISTRATIVE OFFICE P 687758 PERCENTAGE ALLOCATION FORM 990, SCHEDULE R, PARTS II, III, IV THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTIEMPLOYER PLAN THAT PROVIDES HEALTH & WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS IN ACCORDANCE WITH THE TERMS SET FORTH IN TRUST AGREEMENTS, RULES & REGULATIONS., OF THE PLAN & COLLECTIVE BARGAINING AGREEMENTS. THE ADMINISTRATIVE 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: 808 ELECTRIC & TELECOM, LLC A A ELECTRIC, LTD A-1 A-LECTRICIAN, INC A3 ELECTRIC, LLC ABLE ELECTRIC, INC. ALEUT FACILITIES SUPPORT SERV AMERICAN ELECTRIC CO, LLC AMERICAN PIPING & BOILER CO APB CONSTRUCTION B BAUTISTA ELEC CONTRACTOR, L BELL ELECTRIC CORP BOWMAN CONNECTIVITY SOLUTION, BOWMAN ELECTRIC SHOP, LTD. C & C ELECTRICAL CONTRACTOR, C & N ELECTRIC, LLC CACHE VALLEY ELECTRIC CO. COMMERCIAL ELECTRIC INC COMMUNICATION CONSULT SVCS. I CONSOLIDATED ELECTRICAL DISTR CSI ELECTRIC, INC. D. SUEHIRO ELECTRIC, INC. DI ELECTRIC,LLC DIAL ELECTRIC SUPPLY CO, INC. DM ELECTRIC, INC. DORVIN D LEIS CO., INC. DU-WATTS ELECTRIC, INC. DWE, INC. ELECTR CONTROL INNOVATIONS, I ELECTRICAL CONTR. HAWAII, INC ELECTRICIANS, INC. ELECTRIC-O SERVICES ELECTRITECH MAUI, INC. ELITE ELECTRICAL SERVICES, LL ENDO JACK ELECTRIC INC. FAIRWAY ELECTRIC CO., LLC GRANTCO PACIFIC, INC. HAWAII ELECTRICAL SOLUTIONS L HAWAII ELECTRICIANS AD OFFICE HAWAII ELECTRICIANS TRNG FUND HAWAIIAN ISLE ELEC HAWAIYA TECHNOLOGIES INC HENKELS & MCCOY, INC HENKELS & MCCOY, INC. HH ELECTRIC, INC. HI ELEC MKT ENHANCEMENT PROGR HMS CONSTRUCTION, INC. HOT WIRE HAWAII, LLC HOWARD T HAKIKAWA ELECTRICAL INTEGRITY NETWORKS INC INTERLINK COMMUNICATIONS, LLC ISLAND INDUSTRIAL ELECTRIC, L ISLAND LIGHTING CO, INC. KAILUA ELECTRIC SERVICES KAWAKAMI ELECTRIC, INC KOKAMI ELECTRICAL SERVICE, IN KONA ELECTRIC KONTEC, LLC LELEIWI ELECTRIC,INC. LIGHTNING PROTECT LITE ELECTRIC, INC. LOCAL 1049 LOCAL 1249 LOCAL 1547 LOCAL 176 LOCAL 2 LOCAL 212 LOCAL 242 LOCAL 26 LOCAL 332 LOCAL 351 LOCAL 357 LOCAL 401 LOCAL 41 LOCAL 43 LOCAL 456 LOCAL 46 LOCAL 474 LOCAL 48 LOCAL 520 LOCAL 6 LOCAL 640 LOCAL 86 LOCAL UNION 1186 IBEW LOCAL UNION 1186 IBEW FCU M WATANABE ELECTR. CONTRACTOR M. SAKUMA ELECTRIC, INC MASS ELECTRIC CONSTRUCITON CO MK ELECTRIC, LLC MVC ELECTRICAL, LLC NAKATA ELECTRICAL INC. NIRO ELECTRIC, LLC. NORTHERN POWERLINE OSMOSE UTIL SVCS INC, DBA IKA P G ELECTRICAL SERVICE, LLC PAC ELECTRIC CO., INC PACH SECURE TECHNOLOGY LLC PACIFIC CONNECTIONS PACIFIC POWER ELECT. CONTR., PAGODA ELECTRIC & CONSTRUCTIO PAUL'S ELECTRICAL CONTRG., LL PC ENTERPRISES, INC. PIONEER ELECTRIC INC. PLS POWER LLC POTELCO INC POWER WISE ELECTRICAL SVCS, L POWERNET INC. PREFERRED ELECTRICIANS PROGRESSIVE ELECTRIC CO., INC R DACUYCUY LLC RAMBAUD ELECTRIC, LLC RAMIA ELECTRIC, LLC RMH ELECTRIC CO., INC RON D ELECTRICAL LLC RON'S ELECTRIC, INC. ROSENDIN ELECTRIC, INC. S & S TAYLAN ELECTRIC, INC. SANSEI ELECTRIC, LLC SCOPE ELECTRIC, INC. SEC CORPORATION SHIMMICK/TRAYLOR/GRANITE JV STOCKMAN'S ENERGY SUPERIOR ELEC, MECH & PLUMBIN TEAM PROJECTS, INC. TED'S WIRING SERVICE, LTD TRI-POLY ELECTRIC, LLC TYPHOON ELECTRIC & TELECOM LL VERIZON FEDERAL, INC. WALKER TELECOM WASA ELECTRICAL SERVICES, INC