2022-08-15T13:26:13-05:00 2021-09-30 990155373 LEMKE CHINEN & TANAKA CPA INC 500 ALA MOANA BLVD BLDG 2 302 HONOLULU HI 96813 990 2020-10-01 990104618 HAWAII ELECTRICIANS HEALTH AND WELFARE FUND HAWA 8088416169 1935 HAU STREET NO 300 HONOLULU HI 96819 TRACY HAYASHI AL ITAMOTO UNION TRUSTEE/EMPLOYER TRUSTEE 8088416169 2022-08-12 TRACY HAYASHI AL ITAMOTO 999009999 TERRY TAKAKI P00036112 8085336254 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z TRACY HAYASHI AL ITAMOT 1935 HAU STREET NO 300 HONOLULU HI 96819 160438518 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 22187013 22717535 4614190 7023879 0 0 26801203 29741414 0 0 27977844 28363084 0 0 0 0 0 2085912 2105684 30063756 30468768 -3262553 -727354 98910930 100884325 474973 344217 98435957 100540108 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 25574004 TO PROVIDE SELF INSURED BENEFITS TO ELIGIBLE PARTICIPANTS. MEDICAL $19,162,620; DRUG $3,160,444; DENTAL $2,935,050; VISION $315,890. 2789080 TO PROVIDE GROUP INSURANCE BENEFITS TO ELIGIBLE PARTICIPANTS BY PAYING MONTHLY INSURANCE PREMIUMS TO INSURANCE CARRIERS. HMSA $2,071,000; PACIFIC GUARDIAN LIFE $640,768; ULLICO $77,312. 790255 TO PAY FOR ADMINISTRATIVE FEES ASSOCIATED WITH SELF-INSURED CLAIMS PROCESSING. MEDICAL $533,002; DENTAL $163,474; DRUG $53,503; VISION $40,276. 29153339 0 0 0 0 0 0 0 0 0 1 1 0 0 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 0 1 0 0 1 1 0 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 300 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 RODNEY CHUN EMPLOYER TRUSTEE 0.50 X 0 0 0 JODY HANAMOTO EMPLOYER TRUSTEE 0.50 X 0 0 0 AL ITAMOTO EMPLOYER TRUSTEE (ALT) 0.50 X 0 0 0 DARYL SUEHIRO EMPLOYER TRUSTEE 0.50 X 0 0 0 DOUGLAS OKI EMPLOYER TRUSTEE 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 533002 SEGAL 180 HOWARD STREET SUITE 1100 SAN FRANCISCO CA 94105 PLAN CONSULTANT 163832 HAWAII DENTAL SERVICE 700 BISHOP STREET SUITE 700 HONOLULU HI 96813 DENTAL CLAIMS ADMINISTRATOR 163474 3 EMPLOYER CONTRIBUTIONS 900099 21190648 21190648 RETIREES CONTRIBUTIONS 900099 1120723 1120723 SELF PAY CONTRIBUTIONS 900099 353504 353504 OTHER 900099 32649 32649 LIQUIDATED DAMAGES 900099 20011 20011 22717535 1481720 1481720 136089263 150000 130620968 76136 5468295 73864 5542159 5542159 29741414 28259694 0 1481720 28363084 790255 17676 55336 365975 169519 13858 1000 17156 HI ELECTRICIANS ADMIN O 659112 PCORI FEES 6888 BANK FEES 5295 OTHER 3614 30468768 143103 128106 10053010 5969291 4242418 4930100 14342 60153 205976 205976 0 0 56573064 60699958 27884993 29096717 98910930 100884325 158767 154443 316206 189774 474973 344217 X 98435957 100540108 0 0 0 0 98435957 100540108 98910930 100884325 -727354 2831505 0 X X 0 0 0 205976 205976 0 0 STRUCTURED NOTES 26662962 F FORT WASHINGTON HIGH YIELD INVESTORS II, LLC 2433755 F 29096717 WAIVER OF PREMIUM RESERVE 120000 SECURITIES PURCHASED PAYABLE 69774 189774 X 32206944 2831505 2831505 29375439 365975 365975 29741414 30102793 0 30102793 365975 365975 30468768 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 2020 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 CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC RODNEY CHUN - 500 ALA KAWA STREET #100, HONOLULU, HI 96817. JODY HANAMOTO - 1320 KALANI STREET, #306, HONOLULU, HI 96817. AL ITAMOTO - 1286 KALANI STREET, SUITE B-203, HONOLULU, HI 96817. DARYL SUEHIRO - 1009 KAPIOLANI BLVD, #2907, HONOLULU, HI 96817. DOUGLAS OKI - 809 LEILANI STREET, HILO, HI 96720. 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. FORM 990, PART XII, LINE 2 BOARD OF TRUSTEES SELECTS AN INDEPENDENT AUDITOR. AUDIT FOR PLAN YEAR ENDED 9/30/2021 HAS NOT YET BEEN COMPLETED. AMENDED FORM 990 TO BE FILED UPON COMPLETION. HAWAII ELECTRICIANS ANNUITY PLAN 1935 HAU STREET HONOLULU HI 96819 996020486 PROVIDING ANNUITY BENEFITS TO ELIGIBLE PARTICIPANTS HI 401(A) N/A 0 PECA-IBEW WORKER'S COMPENSATION FUND 1935 HAU STREET HONOLULU HI 96819 959013314 PROVIDING WORKERS COMPENSATION BENEFITS TO ELIGIBLE PARTICIPANTS HI 501(C)(9) N/A 0 HAWAII ELECTRICIANS VACATION AND HOLIDAY PLAN 1935 HAU STREET HONOLULU HI 96819 996015951 PROVIDING VACATION AND HOLIDAY HI 501(C)(9) N/A 0 HAWAII ELECTRICIANS MARKET ENHANCEMENT PROGRAM FUND 1935 HAU STREET 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 HONOLULU HI 96819 996005391 PROVIDING PENSION BENEFITS TO ELIGIBLE PARTICIPANTS HI 401(A) N/A 0 SEE SCHEDULE R ATTACHMENT SEE SCHEDULE R ATTACHMENT SEE SCHEDULE R ATTACHMENT 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 & WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS IN ACCORDANCE W/ THE TERMS SET FORTH IN TRUST AGREEM'TS, RULES & REGS., OF THE PLAN & CBA. 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