2021-07-15T15:25:43-05:00 2020-09-30 990155373 LEMKE CHINEN & TANAKA CPA INC 500 ALA MOANA BLVD BLDG 2 302 HONOLULU HI 96813 990 2019-10-01 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 2021-07-15 TERRY TAKAKI P00036112 8085336254 2019 2022-09-23 18:48:47Z TRACY HAYASHI AL ITAMOT 1935 HAU STREET NO 300 HONOLULU HI 96819 169749825 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 23539347 22187013 4277322 4614190 0 0 27816669 26801203 0 0 29049704 27977844 0 0 0 0 0 2265261 2085912 31314965 30063756 -3498296 -3262553 100801324 98910930 320198 474973 100481126 98435957 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 25075332 TO PROVIDE SELF INSURED BENEFITS TO ELIGIBLE PARTICIPANTS. MEDICAL $17,926,930; DRUG $4,134,942; DENTAL $2,693,252; VISION $320,208. 2902512 TO PROVIDE GROUP INSURANCE BENEFITS TO ELIGIBLE PARTICIPANTS BY PAYING MONTHLY INSURANCE PREMIUMS TO INSURANCE CARRIERS. HMSA $2,145,494; PACIFIC GUARDIAN LIFE $671,132; ULLICO $85,886. 875815 TO PAY FOR ADMINISTRATIVE FEES ASSOCIATED WITH SELF-INSURED CLAIMS PROCESSING. MEDICAL $588,358; DENTAL $173,971; DRUG $68,708; VISION $44,778. 28853659 0 0 0 0 0 0 0 0 0 1 1 0 0 1 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 1 0 0 1 3 0 1 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 0 0 0 0 0 0 0 HWMG 737 BISHOP STREET SUITE 1200 HONOLULU HI 96813 MEDICAL CLAIMS ADMINISTRATOR 588358 HAWAII DENTAL SERVICE 700 BISHOP STREET SUITE 700 HONOLULU HI 96813 DENTAL CLAIMS ADMINISTRATOR 173971 SEGAL 180 HOWARD STREET SUITE 1100 SAN FRANCISCO CA 94105 PLAN CONSULTANT 101415 3 EMPLOYER CONTRIBUTIONS 900099 20880539 20880539 RETIREES CONTRIBUTIONS 900099 1093111 1093111 SELF PAY CONTRIBUTIONS 900099 198886 198886 LIQUIDATED DAMAGES 900099 11705 11705 OTHER 900099 2772 2772 22187013 1824267 1824267 145088545 650000 142598012 350610 2490533 299390 2789923 2789923 26801203 24976936 0 1824267 27977844 875815 7932 51665 374402 104886 9710 8660 182 HI ELECTRICIANS ADMIN O 636139 PCORI FEES 6965 BANK FEES 5004 OTHER 4552 30063756 78995 143103 1894358 10053010 4447147 4242418 12929 14342 205976 205976 0 0 64023168 56573064 30344727 27884993 100801324 98910930 162020 158767 158178 316206 320198 474973 X 100481126 98435957 0 0 0 0 100481126 98435957 100801324 98910930 -3262553 1217384 0 X X 0 1 X 1 0 205976 205976 0 0 STRUCTURED NOTES 25532835 F FORT WASHINGTON HIGH YIELD INVESTORS II, LLC 2352158 F 27884993 WAIVER OF PREMIUM RESERVE 120000 SECURITIES PURCHASED PAYABLE 196206 316206 X 27644185 1217384 1217384 26426801 374402 374402 26801203 29689354 0 29689354 374402 374402 30063756 PART X, LINE 2: THE AUDITED 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, 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 2C NO CHANGE IN THE REVIEW PROCESS FROM PRIOR YEAR. BOARD OF TRUSTEES SELECTS AN INDEPENDENT AUDITOR. ADMINISTRATOR AND BOARD OF TRUSTEES FORMALLY REVIEW AND APPROVE THE FINANCIAL STATEMENTS. 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 PREPAID LEGAL PLAN 1935 HAU STREET HONOLULU HI 96819 990163849 PROVIDING LEGAL BENEFITS TO ELIGIBLE PARTICIPANTS 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 TRAINING FUND 1935 HAU STREET HONOLULU HI 96819 996005392 PROVIDING EDUCATIONAL AND TRAINING BENEFITS TO ELIGIBLE PARTICIPANTS 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 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: A-1 A-LECTRICIAN, INC A3 ELECTRIC, LLC A A ELECTRIC, LTD A.G. ELECTRICAL SERVICE, INC AMERICAN ELECTRIC CO, LLC AMERICAN PIPING & BOILER CO AOKI ELECTRIC, LLC BELL ELECTRIC CORP VERIZON FEDERAL, INC. BOWMAN ELECTRIC SHOP, LTD. C & N ELECTRIC, LLC C & C ELECTRICAL CONTRACTOR, CSI ELECTRIC, INC. CACHE VALLEY ELECTRIC CO. COMMERCIAL ELECTRIC INC CRITCHFIELD PACIFIC, INC. DAHL ELECTRIC, INC. ELECTRICAL CONTR. HAWAII, INC ENDO JACK ELECTRIC INC. ELECTR CONTROL INNOVATIONS, I DI ELECTRIC,LLC FAIRWAY ELECTRIC CO., LLC DM ELECTRIC, INC. ELITE ELECTRICAL SERVICES, LL GRANTCO PACIFIC, INC. HH ELECTRIC, INC. HMS CONSTRUCTION, INC. HOWARD T HAKIKAWA ELECTRICAL HAWAIYA TECHNOLOGIES INC HENKELS & MCCOY, INC. ISLAND INDUSTRIAL ELECTRIC, L KAWAKAMI ELECTRIC, INC KAILUA ELECTRIC SERVICES KOKAMI ELECTRICAL SERVICE, IN KONA ELECTRIC KONTEC, LLC ROSENDIN ELECTRIC, INC. MK ELECTRIC, LLC MVC ELECTRICAL, LLC MASS ELECTRIC CONSTRUCITON CO NAKATA ELECTRICAL INC. NIRO ELECTRIC, LLC. OSMOSE UTIL SVCS INC, DBA IKA PLS POWER LLC P G ELECTRICAL SERVICE, LLC PACIFIC POWER ELECT. CONTR., PAC ELECTRIC CO., INC POSITIVE ELECTRIC R DACUYCUY LLC POWER WISE ELECTRICAL SVCS, L POWERNET INC. PREFERRED ELECTRICIANS PROGRESSIVE ELECTRIC CO., INC RMH ELECTRIC CO., INC RAMIA ELECTRIC, LLC RAMBAUD ELECTRIC, LLC M. SAKUMA ELECTRIC, INC SCOPE ELECTRIC, INC. SANSEI ELECTRIC, LLC SHIMMICK/TRAYLOR/GRANITE JV RON D ELECTRICAL LLC S & S TAYLAN ELECTRIC, INC. D. SUEHIRO ELECTRIC, INC. SUPERIOR ELEC, MECH & PLUMBIN TED'S WIRING SERVICE, LTD TRI-POLY ELECTRIC, LLC WASA ELECTRICAL SERVICES, INC M WATANABE ELECTR. CONTRACTOR WILSON CONSTRUCTION COMPANY ELECTRICIANS, INC. PAUL'S ELECTRICAL CONTRG., LL DU-WATTS ELECTRIC, INC. DORVIN D LEIS CO., INC. ELECTRITECH MAUI, INC. LITE ELECTRIC, INC. HAWAII ELECTRICAL SOLUTIONS L TYPHOON ELECTRIC & TELECOM LL LOCAL UNION 1186 IBEW LOCAL UNION 1186 IBEW FCU HAWAII ELECTRICIANS AD OFFICE HAWAII ELECTRICIANS TRNG FUND HI ELEC MKT ENHANCEMENT PROGR 808 ELECTRIC & TELECOM, LLC ABLE ELECTRIC, INC. B BAUTISTA ELEC CONTRACTOR, L DWE, INC. ELECTRIC-O SERVICES LELEIWI ELECTRIC,INC. PACIFIC CONNECTIONS RON'S ELECTRIC, INC. PIONEER ELECTRIC INC. CONSOLIDATED ELECTRICAL DISTR DIAL ELECTRIC SUPPLY CO, INC. ISLAND LIGHTING CO, INC. GENERAL SUPPLY & SERVICES, IN ALEUT FACILITIES SUPPORT SERV BOWMAN CONNECTIVITY SOLUTION, HENKELS & MCCOY, INC HOT WIRE HAWAII, LLC INTEGRITY NETWORKS INC INTERLINK COMMUNICATIONS, LLC TEAM PROJECTS, INC. PC ENTERPRISES, INC. SEC CORPORATION COMMUNICATION CONSULT SVCS. I LOCAL 2 LOCAL 6 LOCAL 26 LOCAL 46 LOCAL 48 LOCAL 58 LOCAL 126 LOCAL 302 LOCAL 401 LOCAL 456 LOCAL 520 LOCAL 617 LOCAL 640 LOCAL 1049 LOCAL 1249 PACH SECURE TECHNOLOGY LLC PAGODA ELECTRIC & CONSTRUCTIO JE RICHARDS, INC. CHET'S ELECTRIC T-SQUARE LOCAL 357 LOCAL 111 RECORD 2 INFINITY ELECTRIC