2024-11-05T15:43:58-06:00 2023-12-31 450250958 EIDE BAILLY LLP 10681 FOOTHILL BLVD STE 300 RANCHO CUCAMONGA CA 917303831 990 2023-01-01 990119158 HAWAII CARPENTERS APPRENTICESHIP AND TRAINING FUND HAWA 8088417575 200 N VINEYARD BLVD 100 HONOLULU HI 96817 RONALD TAKETA CO-CHAIR OF BOARD OF TRUSTEES 8088417575 2024-11-04 1 1 CATHERINE L GRAY CPA P01294460 9094664410 2024-11-04 2023 2024-10-15 13:58:12Z RONALD TAKETA 200 N VINEYARD BLVD 100 HONOLULU HI 96817 20604767 0 X N/A X 1967 HI TO PROVIDE TRAINING AND EDUCATION TO UNIONIZED CARPENTER APPRENTICES AND JOURNEYMEN. 15 5 17 0 313559 0 0 0 3761462 4042880 270569 578381 203431 321114 4235462 4942375 0 0 0 0 1592868 1559996 0 0 0 3484926 3778759 5077794 5338755 -842332 -396380 47424053 46530371 11490020 11016862 35934033 35513509 THE PURPOSE OF THE ORGANIZATION IS TO PROVIDE TRAINING AND EDUCATIONAL BENEFITS TO EMPLOYEES COVERED UNDER THE COLLECTIVE BARGAINING AGREEMENT. 0 0 THE FUND PROVIDED VARIOUS EDUCATION AND TRAINING BENEFITS TO EMPLOYEES WHO SATISFIED THE ELIGIBILITY REQUIREMENTS AS DETERMINED BY THE BOARD OF TRUSTEES OF THE FUND. 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 64 0 1 17 1 1 1 0 0 0 0 0 0 0 X 15 5 1 1 0 0 0 1 0 1 0 0 0 1 0 0 0 0 0 0 X X HAWAII BENEFIT ADMINISTRATORS INC 8088417575 200 N VINEYARD BLVD 100 HONOLULU HI 96817 CONRAD MURASHIGE CO-CHAIRMAN 5.00 X X 0 0 0 RONALD TAKETA CO-CHAIRMAN 5.00 1.00 X X 0 0 0 KYLE CHOCK SECRETARY 5.00 1.10 X X 0 0 0 LANCE WILHELM TRUSTEE (ALTERNATE) 5.00 X 0 0 0 PATRICK PALMER TRUSTEE 5.00 X 0 0 0 DALE SAKAMOTO-YONEDA TRUSTEE 5.00 0.10 X 0 0 0 ROY MORIOKA TRUSTEE 5.00 X 0 0 0 SEAN NEWCAMP TRUSTEE 5.00 0.10 X 0 0 0 MITCHELL TYNANES TRUSTEE 5.00 0.10 X 0 0 0 LITO ALCANTRA TRUSTEE 5.00 X 0 0 0 TRAVIS MURAKAMI TRUSTEE 5.00 0.10 X 0 0 0 BARBARA KONO TRUSTEE (ALTERNATE) 5.00 X 0 0 0 DIONE KALAOLA TRUSTEE (ALTERNATE) 5.00 X 0 0 0 NATHANIEL KINNEY TRUSTEE 5.00 X 0 0 0 PATRICK GILL TRUSTEE (FROM JULY 2022) 5.00 X 0 0 0 ALAN HINAHARA TRUSTEE 5.00 X 0 0 0 EDMUND ACZON EXECUTIVE DIRECTOR 40.00 X 173825 0 57524 DARRELL SETO TRAINING COORDINATOR 40.00 X 111752 0 31516 PAUL TAMAYO TRAINING COORDINATOR 40.00 X 111091 0 24250 APRIL ACQUAVELLA TRAINING COORDINATOR 40.00 X 111225 0 42059 ERROL KUSUNOKI TRAINING COORDINATOR 40.00 X 109686 0 24110 MEREANE HAMATAKE TRAINING COORDINATOR 40.00 X 109686 0 27320 727265 0 206779 6 0 1 0 PANDA TRAVEL 1017 KAPAHULU AVENUE HONOLULU HI 96816 TRAVEL AGENCY 157830 1 EMPLOYER CONTRIBUTIONS 230000 4042149 4042149 LIQUIDATION DAMAGES 900099 731 731 4042880 694264 694264 314990 1431 313559 313559 313559 15545078 15660961 -115883 -115883 -115883 MISCELLANEOUS INCOME 900099 7555 7555 7555 4942375 4050435 313559 578381 231349 930910 282792 114945 106487 11893 6270 31190 156737 45397 90346 315574 10581 7862 320075 1932251 122241 TRAINING EXPENSES 296969 UBC TRAINING, NET OF 199597 RECRUITMENT - APPRENTIC 101520 POSTAGE 7856 15913 5338755 702240 970837 402517 44884503 10345432 36365057 34539071 10088159 7295559 3563051 0 27933 47424053 46530371 59631 11490020 10957231 11490020 11016862 X 0 0 0 0 35934033 35513509 35934033 35513509 47424053 46530371 X -396380 187471 -211615 X 0 1 X 0 0 7383349 7383349 32786178 7595145 25191033 1439165 331877 1107288 3164340 2354333 810007 111471 64077 47394 34539071 MUTUAL FUNDS 3563051 F 3563051 X 5098656 187471 187471 4911185 31190 31190 4942375 5307565 0 5307565 31190 31190 5338755 PART X, LINE 2: 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 THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE 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. X 0 0 0 EDMUND ACZON EXECUTIVE DIRECTOR 173825 0 0 0 0 0 44383 0 13141 0 231349 0 0 0 APRIL ACQUAVELLA TRAINING COORDINATOR 111225 0 0 0 0 0 28918 0 13141 0 153284 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 THE BOARD OF TRUSTEES IS COMPOSED OF TWELVE INDIVIDUALS, SIX OF WHOM ARE UNION" TRUSTEES AND SIX OF WHOM ARE "CONTRACTOR" TRUSTEES. THE UNION" TRUSTEES ARE APPOINTED BY THE HAWAII REGIONAL COUNCIL OF CARPENTERS. THE "CONTRACTOR" TRUSTEES ARE APPOINTED BY THE GENERAL CONTRACTORS LABOR ASSOCIATION, THE BUILDING INDUSTRY LABOR ASSOCIATION AND THE HAWAII WALL & CEILING INDUSTRY ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 3 THE BOARD OF TRUSTEES HAS CONTRACTED WITH A THIRD PARTY ADMINISTRATOR, HAWAII BENEFIT ADMINISTRATORS, INC. ("HBAI") TO PROVIDE ADMINISTRATIVE SERVICES SUCH AS CASH RECEIPT AND DISBURSEMENT PROCESSING, ACCOUNTING SERVICES, FINANCIAL REPORTING, AND OTHER SERVICES AS DIRECTED BY THE BOARD. FORM 990, PART VI, SECTION A, LINE 7A THE GOVERNING BOARD IS APPOINTED BY THE HAWAII REGIONAL COUNCIL OF CARPENTERS, THE GENERAL CONTRACTORS LABOR ASSOCIATION, THE BUILDING INDUSTRY LABOR ASSOCIATION AND THE HAWAII WALL & CEILING INDUSTRY ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF FORM 990 WAS PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW. THE FORM 990 WAS SUBSEQUENTLY FILED WITH THE IRS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS OR FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC. FORM 990, PART XI, LINE 9: PRIOR PERIOD ADJUSTMENT -211,615. HAWAII CARPENTERS VACATION & HOLIDAY FUND 200 N VINEYARD BLVD SUITE 100 HONOLULU HI 96817 996025504 TO PROVIDE VACATION AND HOLIDAY BENEFITS TO UNIONIZED EMPLOYEES HI 501(C)(9) NONE 0 HAWAII CARPENTERS HEALTH & WELFARE FUND 200 N VINEYARD BLVD SUITE 100 HONOLULU HI 96817 996014752 TO PROVIDE HEALTH AND WELFARE BENEFITS TO UNIONIZED EMPLOYEES HI 501(C)(9) NONE 0 HAWAII CARPENTERS MARKET RECOVERY PROGRAM FUND 200 N VINEYARD BLVD SUITE 100 HONOLULU HI 96817 990264270 TO EXPLORE JOINT EMPLOYER/EMPLOYEE WORK OPPORTUNITIES HI 501(C)(5) NONE 0 HAWAII CARPENTERS FINANCIAL SECURITY FUND 200 N VINEYARD BLVD SUITE 100 HONOLULU HI 96817 990264272 EMPLOYEE BENEFIT PLAN PROVIDING RETIREMENT BENEFITS HI 501(C)(24) NONE 0 HAWAII CARPENTERS 401(K) FUND 200 N VINEYARD BLVD SUITE 100 HONOLULU HI 96817 550822045 EMPLOYEE BENEFIT PLAN PROVIDING RETIREMENT BENEFITS HI 501(C)(24) 401(K) NONE 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0