HAWAII ELECTRICIANS HEALTH & WELFARE FUND: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
HAWAII ELECTRICIANS HEALTH & WELFARE FUND (EIN 99-0104618)
Tax period
2021-10-01 to 2022-09-30
Filed
2023-08-12
IRS object ID
202322249349300712
Schema version
2021v4.2
Note
A later return for the same period supersedes this one.
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-08-12T16:53:42-05:00ReturnTs
Tax Period End2022-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN990155373PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LEMKE CHINEN & TANAKA CPA INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1500 ALA MOANA BLVD BLDG 2 302AddressLine1Txt
CityHONOLULUCityNm
State AbbreviationHIStateAbbreviationCd
ZIP96813ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN990104618EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HAWAII ELECTRICIANS HEALTH AND WELFAREBusinessNameLine1Txt
Business Name Line2FUNDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlHAWABusinessNameControlTxt
Phone8088416169PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11935 HAU STREET 450AddressLine1Txt
CityHONOLULUCityNm
State AbbreviationHIStateAbbreviationCd
ZIP96819ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTRACY HAYASHI AL ITAMOTOPersonNm
Person TitleUNION TRUSTEE/EMPLOYER TRUSTEEPersonTitleTxt
Phone8088416169PhoneNum
Signature2023-08-08SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstTRACYPersonFirstNm
Person LastHAYASHI AL ITAMOTOPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTERRY TAKAKIPreparerPersonNm
PTINP00036112PTIN
Phone8085336254PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Principal OfficerTRACY HAYASHI AL ITAMOTPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11935 HAU STREET 450AddressLine1Txt
CityHONOLULUCityNm
State AbbreviationHIStateAbbreviationCd
ZIP96819ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$125,608,555GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1962FormationYr
Legal Domicile StateHILegalDomicileStateCd
Activity Or MissionORGANIZATION IS A COLLECTIVELY BARGAINED MULTIEMPLOYER PLAN THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS ACCORDING TO PLAN RULES AND REGULATIONS.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$22,717,535PYProgramServiceRevenueAmt
CY Program Service Revenue$21,603,989CYProgramServiceRevenueAmt
PY Investment Income$7,023,879PYInvestmentIncomeAmt
CY Investment Income$3,530,734CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$29,741,414PYTotalRevenueAmt
CY Total Revenue$25,134,723CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$28,363,084PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$27,243,973CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$2,105,684PYOtherExpensesAmt
CY Other Expenses$2,315,548CYOtherExpensesAmt
PY Total Expenses$30,468,768PYTotalExpensesAmt
CY Total Expenses$29,559,521CYTotalExpensesAmt
PY Revenues Less Expenses-$727,354PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$4,424,798CYRevenuesLessExpensesAmt
Total Assets BOY$100,884,325TotalAssetsBOYAmt
Total Assets EOY$86,546,798TotalAssetsEOYAmt
Total Liabilities BOY$344,217TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,830,375TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$100,540,108NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$82,716,423NetAssetsOrFundBalancesEOYAmt
MissionORGANIZATION IS A COLLECTIVELY BARGAINED MULTIEMPLOYER PLAN THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS ACCORDING TO PLAN RULES AND REGULATIONS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$24,102,268ExpenseAmt
DescTO PROVIDE SELF INSURED BENEFITS TO ELIGIBLE PARTICIPANTS. MEDICAL $16,461,451; DRUG $4,516,069; DENTAL $2,824,581; DRUG $300,167.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$3,141,705ExpenseAmt
DescTO 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.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$880,998ExpenseAmt
DescTO PAY FOR ADMINISTRATIVE FEES ASSOCIATED WITH SELF-INSURED CLAIMS PROCESSING. MEDICAL $564,977; DENTAL $153,820; DRUG $122,585; VISION $39,616.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$28,124,971TotalProgramServiceExpensesAmt
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document3IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HI ELECTRICIANS ADMINISTRATIVE OFFICEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8088416169PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11935 HAU STREET ROOM 450AddressLine1Txt
CityHONOLULUCityNm
State AbbreviationHIStateAbbreviationCd
ZIP96819ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
DAMIEN KIM
UNION TRUSTEE0.50Yes (X)$0$0$0
LEYTON TORDA
UNION TRUSTEE0.50Yes (X)$0$0$0
TRACY HAYASHI
UNION TRUSTEE0.50Yes (X)$0$0$0
ROBERT AQUINO
UNION TRUSTEE (ALT)0.50Yes (X)$0$0$0
DOUGLAS OKI
EMPLOYER TRUSTEE0.50Yes (X)$0$0$0
JODY HANAMOTO
EMPLOYER TRUSTEE0.50Yes (X)$0$0$0
DARYL SUEHIRO
EMPLOYER TRUSTEE0.50Yes (X)$0$0$0
AL ITAMOTO
EMPLOYER TRUSTEE (ALT)0.50Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
HWMG
737 BISHOP STREET SUITE 1200HONOLULUHI96813MEDICAL CLAIMS ADMINISTRATOR$564,977
SEGAL
180 HOWARD STREET SUITE 1100SAN FRANCISCOCA94105PLAN CONSULTANT$211,431
HAWAII DENTAL SERVICE
700 BISHOP STREET SUITE 700HONOLULUHI96813DENTAL CLAIMS ADMINISTRATOR$153,820
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$20,142,084$20,142,084
RETIREES CONTRIBUTIONS900099$1,164,384$1,164,384
SELF PAY CONTRIBUTIONS900099$285,780$285,780
LIQUIDATED DAMAGES900099$11,359$11,359
OTHER900099$382$382
FieldValueIRS element (for citing)
Total Program Service Revenue$21,603,989TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,613,845TotalRevenueColumnAmt
Exclusion$1,613,845ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$102,390,721SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$100,473,832SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,916,889SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,916,889TotalRevenueColumnAmt
Exclusion$1,916,889ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$25,134,723TotalRevenueColumnAmt
Related Or Exempt Func Income$21,603,989RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$3,530,734ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$27,243,973TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$880,998TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$47,221TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$55,640TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$372,611TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$226,303TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$8,896TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$4,769TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$19,644TotalAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmt
HI ELECTRICIANS ADMIN O$687,758
PCORI FEES$7,036
BANK FEES$4,672

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$29,559,521TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$128,106BOYAmt
EOY$330,957EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$5,969,291BOYAmt
EOY$16,202,849EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,930,100BOYAmt
EOY$2,978,703EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$60,153BOYAmt
EOY$62,482EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$205,976LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$205,976LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$60,699,958BOYAmt
EOY$45,929,378EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$29,096,717BOYAmt
EOY$20,439,321EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$603,108EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$100,884,325BOYAmt
EOY$86,546,798EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$154,443BOYAmt
EOY$157,375EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$189,774BOYAmt
EOY$3,673,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$344,217BOYAmt
EOY$3,830,375EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$100,540,108BOYAmt
EOY$82,716,423EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$100,540,108BOYAmt
EOY$82,716,423EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$100,884,325BOYAmt
EOY$86,546,798EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$4,424,798ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$13,398,887NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$205,976OtherCostOrOtherBasisAmt
Depreciation$205,976DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
STRUCTURED NOTES$1,917,026F
FORT WASHINGTON HIGH YIELD INVESTORS II, LLC$18,522,295F
FieldValueIRS element (for citing)
Total Book Value Securities$20,439,321TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
WAIVER OF PREMIUM RESERVE$120,000
SECURITIES PURCHASED PAYABLE$3,553,000
FieldValueIRS element (for citing)
Total Liability$3,673,000TotalLiabilityAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BALL DOCUMENTS ARE REVIEWED BY ONE LABOR TRUSTEE AND ONE MANAGEMENT TRUSTEE PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE POLICY IS DISCUSSED WITH THE BOARD OF TRUSTEES
FORM 990, PART VI, SECTION C, LINE 19ALL DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
FORM 990, PART VII, SECTION ATHE 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.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
HAWAII ELECTRICIANS ANNUITY PLAN
1935 HAU STREET STE 450HONOLULUHI96819996020486PROVIDING ANNUITY BENEFITS TO ELIGIBLE PARTICIPANTSHI401(A)N/A0
HAWAII ELECTRICIANS VACATION AND HOLIDAY PLAN
1935 HAU STREET STE 450HONOLULUHI96819996015951PROVIDING VACATION AND HOLIDAYHI501(C)(9)N/A0
HAWAII ELECTRICIANS MARKET ENHANCEMENT PROGRAM FUND
1935 HAU STREET STE 450HONOLULUHI96819990283330PROMOTING MORE COOPERATIVE RELATIONSHIP BETWEEN LABOR AND MANAGEMENTHI501(C)(5)N/A0
HAWAII ELECTRICIANS SUPPLEMENTARY UNEMPLOYEMENT BENEFITS FUND
1935 HAU STREETHONOLULUHI96819990163846PROVIDING SUPPLEMENTAL UNEMPLOYMENT BENEFITS TO ELIGIBLE PARTICIPANTSHI501(C)(9)N/A0
HAWAII ELECTRICIANS PENSION PLAN
1935 HAU STREET STE 450HONOLULUHI96819996005391PROVIDING PENSION BENEFITS TO ELIGIBLE PARTICIPANTSHI401(A)N/A0
HAWAII ELECTRICIANS TRAINING FUND
1935 HAU STREET STE 450HONOLULUHI96819996005392LOCAL TRAINING FUNDHI501(C)(5)N/A0
SEE SCHEDULE R ATTACHMENT

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1SEE SCHEDULE R ATTACHMENTBusinessNameLine1Txt

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
HAWAII ELECTRICANS ADMINISTRATIVE OFFICE
1935 HAU STREET STE 450HONOLULUHI96819990109237TRUST FUND ADMINISTRATIONHIN/AC0
SEE SCHEDULE R ATTACHMENT
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1HAWAII ELECTRICIANS ADMINISTRATIVE OFFICEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypePTransactionTypeTxt
Involved$687,758InvolvedAmt
Method Of Amount DeterminationPERCENTAGE ALLOCATIONMethodOfAmountDeterminationTxt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, SCHEDULE R, PARTS II, III, IVFormAndLineReferenceDesc
ExplanationTHE 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, INCExplanationTxt

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