2023-07-17T13:51:51-05:00 2022-08-31 450250958 EIDE BAILLY LLP 10681 FOOTHILL BLVD STE 300 RANCHO CUCAMONGA CA 917303831 990 2021-09-01 996014752 HAWAII CARPENTERS HEALTH & WELFARE FUND HAWA 8088417575 200 N VINEYARD BLVD HONOLULU HI 96817 RONALD TAKETA CO-CHAIR, BOARD OF TRUSTEES 8088417575 2023-07-13 1 RONALD TAKETA 999009999 CATHERINE L GRAY CPA P01294460 9094664410 2023-07-10 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z RONALD TAKETA 200 N VINEYARD BLVD HONOLULU HI 96817 298341809 0 X WWW.HBAI.NET X 1967 CA TO OPERATE HEALTH AND WELFARE EMPLOYEE BENEFIT PLANS. 14 14 0 13 13397186 0 0 0 48588214 44739877 19753807 13397186 0 0 68342021 58137063 0 0 43797492 43890997 0 0 0 0 0 2840409 2946337 46637901 46837334 21704120 11299729 342620336 313210585 3330027 1653765 339290309 311556820 TO OPERATE HEALTH AND WELFARE EMPLOYEE BENEFIT PLANS. 0 0 MEDICAL, DENTAL, LIFE INSURANCE AND OTHER HEALTH & WELFARE BENEFITS WERE PROVIDED TO APPROXIMATELY 4,293 ELIGIBLE PARTICIPANTS UNDER TWO EMPLOYEE BENEFIT PLANS. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 59 0 1 0 1 1 0 0 0 0 0 0 0 X 14 14 1 1 0 0 0 1 0 1 1 0 0 1 0 0 0 0 0 0 HI X HAWAII BENEFIT ADMINISTRATORS 8088417575 200 N VINEYARD BLVD HONOLULU HI 96817 X ALIKA FUJIMOTO ALTERNATE 0.10 X 0 0 0 BRIAN ADACHI ALTERNATE 0.10 X 0 0 0 CONRAD C VERDUGO JR TRUSTEE 0.10 X 0 0 0 DIONE KALAOLA ALTERNATE 0.10 X 0 114355 25522 ERIC HASHIZUME CO-CHAIR 1.00 X X 0 0 0 BLAKE INOUYE TRUSTEE 0.10 X 0 0 0 GLEN KANESHIGE TRUSTEE 0.10 X 0 0 0 JUAN PADASDAO JR TRUSTEE 0.10 X 0 113783 25522 KYLE CHOCK TRUSTEE 0.10 X 0 265237 25522 MICHAEL YOUNG TRUSTEE 1.00 X 0 0 0 NATHANIEL KINNEY TRUSTEE 0.10 X 0 77552 25522 RONALD TAKETA CO-CHAIR 1.00 X X 0 351264 25522 TRAVIS MURAKAMI TRUSTEE 0.10 X 0 123360 25522 0 1045551 153132 0 0 1 0 HAWAII MEDICAL SERVICE ADMINISTRATION PO BOX 86 HONOLULU HI 96808 CLAIMS ADMINISTRATOR 1063914 HAWAII BENEFIT ADMINISTRATORS INC 200 N VINEYARD BLVD HONOLULU HI 96813 PLAN ADMINISTRATION 699130 FIRST HAWAIIAN BANK 999 BISHOP ST 28TH FL HONOLULU HI 96813 INVESTMENT CUSTODIAN 259995 BENEFIT PLAN SOLUTIONS INC 680 IWILEI ROAD STE 528 HONOLULU HI 96817 BENEFIT CONSULTANT 190021 RAYMOND JAMES PO BOX 23641 JUPITER FL 33742 INVESTMENT MANAGER 123790 5 EMPLOYER CONTRIBUTIONS 43652970 43652970 EMPLOYEE CONTRIBUTIONS 1086907 1086907 44739877 8549965 8549965 245051967 240204746 4847221 4847221 4847221 58137063 44739877 13397186 0 43890997 1763044 29571 120383 615094 190021 146726 27723 37790 PATIENT CARE OUTCOME RE 15465 MISCELLANEOUS 520 46837334 494643 800554 9157156 4704444 4292692 325750251 306208264 2513842 1909075 342620336 313210585 280027 228765 3050000 1425000 3330027 1653765 X 0 0 0 0 339290309 311556820 339290309 311556820 342620336 313210585 11299729 -39033218 0 X 0 1 X 0 0 0 X 18488751 -39033218 -39033218 57521969 615094 615094 58137063 46222240 0 46222240 615094 615094 46837334 PART X, LINE 2: THE FILING ORGANIZATION IS AN EMPLOYEE BENEFIT TRUST CONSITING OF TWO EMPLOYEE BENEFIT PLANS. THE TWO PLANS ARE SEPARATELY AUDITED. A CONSOLIDATED AUDIT AT THE TRUST LEVEL IS NOT PERFORMED. THE AUDIRED FINANCIAL STATEMENTS OF EACH PLAN PROVIDE GENERAL DISCLOSURES PERTAINING TO FIN 48 (ASC 740). THE PLAN ADMINISTREATOR IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS AFFECTING THE PLANS OR THE TRUST. 0 0 0 RONALD TAKETA CO-CHAIR 0 349410 0 0 0 1854 0 10400 0 15122 0 376786 0 0 KYLE CHOCK TRUSTEE 0 263875 0 0 0 1362 0 10400 0 15122 0 290759 0 0 HAWAII BENEFIT ADMINISTRATORS INC (HBAI) ONE OR MORE TRUSTEES OF THE ORGANIZATION IS A DIRECTOR OF HBAI. 699130 THE ORGANIZATION HAS CONTRACTED WITH HBAI TO PROVIDE PLAN ADMINISTRATION SERVICES TO THE FUND. 0 FORM 990, PART VI, SECTION A, LINE 2 THE BOARD OF TRUSTEES IS COMPOSED OF TEN VOTING TRUSTEES, FIVE OF WHOME ARE UNION" TRUSTEES AND FIVE 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 AND/OR THE BUILDING INDUSTRY LABOR ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 3 MANAGEMENT CONTROL IS RETAINED BY THE BOARD OF TRUSTEES. ADMINISTRATIVE DUTIES HAVE BEEN CONTRACTED TO A THIRD PARTY ADMINISTRATOR, HAWAII BENEFIT ADMINISTRATORS. 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, AND/OR THE BUILDING INDUSTRY LABOR ASSOCIATION. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 WAS PROVIDED TO THE BOARD OF TRUSTEES PRIOR TO IRS FILING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FORM 990, AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART VII: TRUSTEES OF THE TRUST ARE EMPLOYEES OF CONTRIBUTING EMPLOYERS THAT ARE CONSIDERED RELATED ORGANIZATIONS UNDER THE DEFINITIONS IN SCHEDULE R. THE RELATED ORGANIZATIONS ARE FOR-PROFIT ORGANIZATIONS, ARE NOT OWNED OR CONTROLLED, DIRECTLY OR INDIRECTLY, BY THE ORGANIZATION OR ONE OR MORE RELATED TAX-EXEMPT ORGANIZATIONS, AND DO NOT PROVIDE MANAGEMENT SERVICES FOR A FEE TO THE ORGANIZATION. AS SUCH COMPENSATION PAID BY RELATED ORGANIZATIONS IS NOT SHOWN UNDER THE VOLUNTEER EXCEPTION. HAWAII CARPENTERS APPRENTICESHIP TRAINING FUND 200 N VINEYARD BLVD STE 100 HONOLULU HI 96817 990119158 TO PROVIDE EDUCATION AND TRAINING BENEFITS TO UNIONIZED EMPLOYEES HI 501(C)(5) N/A 0 HAWAII CARPENTERS MARKET RECOVERY PROGRAM 200 N VINEYARD BLVD STE 100 HONOLULU HI 96817 990264270 TO EXPLORE JOINT EMPLOYER/EMPLOYEE WORK OPPORTUNITIES HI 501(C)(5) N/A 0 HAWAII CARPENTERS VACATION & HOLIDAY FUND 200 N VINEYARD BLVD STE 100 HONOLULU HI 96817 996025504 TO PROVIDE VACATION AND HOLIDAY BENEFITS TO UNIONIZED EMPLOYEES HI 501(C)(9) N/A 0 HAWAII CARPENTERS FINANCIAL SECURITY FUND 200 N VINEYARD BLVD STE 100 HONOLULU HI 96817 990264272 EMPLOYEE BENEFIT PLAN PROVIDING RETIREMENT BENEFITS HI N/A 0 HAWAII CARPENTERS 401(K) FUND 200 N VINEYARD BLVD STE 100 HONOLULU HI 96817 550822045 EMPLOYEE BENEFIT PLAN PROVIDING RETIREMENT BENEFITS HI N/A 0 808 GATES & DOORS LLC N/A AGSALUD CONSTRUCTION LLC N/A ALAULA BUILDERS LLC N/A ALI'I BUILDERS LLC N/A ALOHA GYPSUM FLOORS LLC APEX TRUSS LLC ARMSTRONG 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