2021-11-12T19:37:24-06:00 2020-12-31 450250958 EIDE BAILLY LLP 10681 FOOTHILL BLVD STE 300 RANCHO CUCAMONGA CA 917303831 990 2020-01-01 990119158 HAWAII CARPENTERS APPRENTICESHIP AND TRAINING FUND HAWA 8088417575 200 N VINEYARD BLVD NO 100 HONOLULU HI 96817 RONALD TAKETA CO-CHAIR OF BOARD OF TRUSTEES 8088417575 2021-11-10 1 RONALD TAKETA 999009999 CATHERINE L GRAY P01294460 9094664410 2021-11-10 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z RONALD TAKETA 200 N VINEYARD BLVD NO 100 HONOLULU HI 96817 4184920 0 X N/A X 1967 HI TO PROVIDE TRAINING AND EDUCATION TO UNIONIZED CARPENTER APPRENTICES AND JOURNEYMEN. 14 5 14 14 0 0 0 0 3151889 3754910 458686 395915 6819 3270 3617394 4154095 0 0 0 0 1266183 1369308 0 0 0 1915815 1530581 3181998 2899889 435396 1254206 35017388 41821594 0 5550000 35017388 36271594 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 0 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 72 0 1 14 1 0 0 0 0 0 0 0 0 X 14 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 NO 100 HONOLULU HI 96817 EDMUND ACZON EXECUTIVE DIRECTOR 40.00 X 163847 0 53526 DARRELL SETO TRAINING COORDINATOR 40.00 X 106300 0 23771 PAUL TAMAYO TRAINING COORDINATOR 40.00 X 106090 0 23750 APRIL ACQUAVELLA TRAINING COORDINATOR 40.00 X 105461 0 42670 DUSSEIGNEUR KODAMA TRAINING COORDINATOR 40.00 X 105163 0 23657 MEREANE HAMATAKE TRAINING COORDINATOR 40.00 X 105163 0 23657 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 5.00 X 0 0 0 ALAN HINAHARA TRUSTEE 5.00 X 0 0 0 RALPHKAI HOOHULI TRUSTEE 5.00 0.20 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 5.00 X 0 0 0 BRIAN ADACHI TRUSTEE 5.00 X 0 0 0 692024 0 191031 6 0 1 0 0 EMPLOYER CONTRIBUTIONS 230000 3754910 3754910 3754910 426419 426419 3591 321 3270 3270 3270 30504 -30504 -30504 -30504 4154095 3754910 0 399185 176988 891414 211614 89292 92665 38860 7421 78966 162350 4816 80159 305028 6483 3310 559763 104753 TRAINING EXPENSES 46324 RECRUITMENT - APPRENTIC 17114 UBC TRAINING, NET OF 16346 MISC EXPENESE 4202 2021 2899889 713153 2111371 333298 35598696 6741200 22333486 28857496 11970749 10519429 35017388 41821594 5550000 0 5550000 X 0 0 0 0 35017388 36271594 35017388 36271594 35017388 41821594 1254206 0 X 0 1 X 1 0 7383349 7383349 24419134 5060221 19358913 2309654 1621448 688206 1486559 59531 1427028 28857496 X 4075129 0 4075129 78966 78966 4154095 2820923 0 2820923 78966 78966 2899889 PART X, LINE 2: THE FUND'S AUDITED FINANCIAL STATEMENT'S FIN 48 (ASC 740) FOOTNOTES STATES THE FOLLOWING: "THE FUND'S THREE MOST RECENT TAX YEARS (2016, 2017 AND 2018) ARE OPEN TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS TAKEN ON PREVIOUSLY FILED TAX RETURNS." X 0 0 0 EDMUND ACZON EXECUTIVE DIRECTOR 163847 0 0 0 0 0 40385 0 13141 0 217373 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. 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