2020-07-14T19:02:35-05:00 2019-07-31 990155373 LEMKE CHINEN & TANAKA CPA INC 500 ALA MOANA BLVD BLDG 2 302 HONOLULU HI 96813 990 2018-08-01 990166475 HAWAII IRON WORKERS' HEALTH AND WELFARE PLAN HAWA 8086718225 94-497 UKEE ST WAIPAHU HI 96797 JOSEPH O'DONNELL EDSON HOO LABOR TRUSTEE/MGMT TRUSTEE 8086718225 2020-07-02 DIANE HOSOKAWA P00922102 8085336254 72.253.73.75 2020-07-02 12:13:55 HS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 77BF6274C4959D6DF6C8E8AC01F723FE8B01B7A8 2018 2021-09-10 13:11:23Z JOSEPH O'DONNELL EDSON H 94-497 UKEE ST WAIPAHU HI 96797 50344922 0 X N/A X 1975 HI TO PROVIDE HEALTH AND WELFARE BENEFITS TO EMPLOYEES, THEIR FAMILIES OR DEPENDENTS SATISFYING ELIGIBILITY REQUIREMENTS AS DETERMINED BY THE TRUSTEES 12 0 0 0 0 0 0 0 10380102 9709670 921553 566834 8220 20 11309875 10276524 0 0 10533695 11492984 0 0 0 0 0 451934 461835 10985629 11954819 324246 -1678295 18924327 17532590 0 0 18924327 17532590 ORGANIZATION IS A COLLECTIVELY BARGAINED MULTIEMPLOYER PLAN THAT PROVIDES HEALTH AND WELFARE BENEFITS TO EMPLOYEES, THEIR FAMILIES, OR DEPENDENTS SATISFYING ELIGIBILITY REQUIREMENTS AS DETERMINED BY THE TRUSTEES. 0 0 10174451 TO PROVIDE MEDICAL, DENTAL, VISION, LIFE INSURANCE, AND TEMPORARY DISABILITY BENEFITS FOR ELIGIBLE EMPLOYEES, THEIR FAMILIES, OR DEPENDENTS. 1072202 TO PROVIDE SUPPLEMENTARY ASSISTANCE TO RETIREES FOR PREMIUMS DUE. 246331 TO PROVIDE SUPPLEMENTARY ASSISTANCE TO TERMINATED EMPLOYEES FOR PREMIUMS DUE. 11492984 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 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 X 12 0 1 0 0 0 0 0 0 1 1 1 0 1 1 1 1 1 1 0 0 0 X HI IRON WORKERS ADMINISTRATIVE OFFI 8086718225 94-497 UKEE ST WAIPAHU HI 96797 X JOSEPH O'DONNELL LABOR TRUSTEE 0.50 X 0 0 0 CLYDE EUGENIO LABOR TRUSTEE 0.50 X 0 0 0 BRONSON PARIS LABOR TRUSTEE 0.50 X 0 0 0 SHON TGP MOEA'I LABOR TRUSTEE 0.50 X 0 0 0 MELVIN KAHELE LABOR TRUSTEE 0.50 X 0 0 0 LINCOLN NAIWI JR LABOR TRUSTEE 0.50 X 0 0 0 LINCOLN NAIWI SR LABOR TRUSTEE (ALTERNATE) 0.50 X 0 0 0 EDSON HOO MANAGEMENT TRUSTEE 0.50 X 0 0 0 DOUGLAS EWART MANAGEMENT TRUSTEE 0.50 X 0 0 0 T KAWIKA CHUN MANAGEMENT TRUSTEE 0.50 X 0 0 0 BRANDEN CHUN MANAGEMENT TRUSTEE 0.50 X 0 0 0 STEVEN TOGAMI MANAGEMENT TRUSTEE 0.50 X 0 0 0 HENRY TAKAHASHI MANAGEMENT TRUSTEE 0.50 X 0 0 0 GAYLORD LOVELL MANAGEMENT TRUSTEE (ALTERN 0.50 X 0 0 0 0 0 0 0 0 0 0 0 EMPLOYERS' CONTRIB. 900099 9085604 9085604 SELF-PAYMENTS 900099 603186 603186 LIQUIDATED DAMAGES 900099 20880 20880 9709670 435780 435780 40199452 40068398 131054 131054 131054 MISCELLANEOUS INCOME 900099 20 20 20 10276524 9709670 0 566854 11492984 12469 56544 144901 2078 3216 7038 4642 4816 REIMBURSEMENT TO ADMIN. 164012 CONSULTANTS FEES 46500 TAXES - TDI 15619 11954819 3501354 2365526 956972 784782 59667 31771 32538 27896 14286857 14178054 146606 176332 18924327 17532590 0 0 X 18924327 17532590 0 0 0 0 18924327 17532590 18924327 17532590 -1678295 286558 0 X X 0 1 X 1 0 59667 31771 27896 27896 X 10418181 286558 286558 10131623 144901 144901 10276524 11809918 0 11809918 144901 144901 11954819 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 JULY 25, 1977, STATING THAT THE TRUST IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (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 2019 AND 2018 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 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 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 A, LINE 2 SHON MOEA'I (UNION TRUSTEE) AND BRONSON PARIS (UNION TRUSTEE) - FAMILY RELATIONSHIP. T. KAWIKA CHUN (MANAGEMENT TRUSTEE) AND BRANDEN CHUN (MANAGEMENT TRUSTEE) - FAMILY RELATIONSHIP AND BUSINESS RELATIONSHIP. LINCOLN NAIWI JR (UNION TRUSTEE) AND LINCOLN NAIWI SR. (UNION TRUSTEE) - FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS CIRCULATED TO THE BOARD OF TRUSTEES FOR REVIEW AND APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C POLICY IS REVIEWED BY THE BOARD OF TRUSTEES ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 POLICIES ARE MADE AVAILABLE TO THE MEMBERS UPON REQUEST. FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC EDSON HOO - 850 AHUA STREET, HONOLULU, HI 96819. DOUGLAS EWART - P.O. BOX 700028, KAPOLEI, HI 96709. T. KAWIKA CHUN - 2846 UALENA STREET #5, HONOLULU, HI 96819. BRANDEN CHUN - 2846 UALENA STREET #5, HONOLULU, HI 96819. STEVEN TOGAMI - P.O. BOX 3537, HONOLULU, HI 96821. HENRY TAKAHASHI - 99-056 KOAHA WAY, AIEA, HI 96701. GAYLORD LOVELL - 94-092 LEOKANE STREET, WAIPAHU, HI 96797. FORM 990, PART XII, LINE 2C NO CHANGE IN 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 IRON WORKERS VACATION AND HOLIDAY TRUST FUND 94-497 UKEE STREET WAIPAHU HI 96797 990166477 TO PROVIDE VACATION AND HOLIDAY BENEFITS TO ELIGIBLE PLAN PARTICIPANTS HI 501(C)(9) N/A 0 HAWAII IRON WORKERS TRAINING TRUST FUND 94-497 UKEE STREET WAIPAHU HI 96797 990168649 TO PROVIDE TRAINING BENEFITS TO ELIGIBLE MEMBERS HI 501(C)(5) N/A 0 HAWAII IRON WORKERS' PENSION PLAN 94-497 UKEE STREET WAIPAHU HI 96797 996025105 TO PROVIDE PENSION BENEFITS TO ELIGIBLE MEMBERS HI 401(A) N/A 0 SEE SCHEDULE R SUPPLEMENTAL INFORAMTION SEE SCHEDULE R SUPPLMENTAL INFORMATION HAWAII IRON WORKERS' ADMINISTRATIVE OFFICE 94-497 UKEE STREET WAIPAHU HI 96797 990164675 TO PROVIDE ADMINISTRATIVE SERVICES TO THE VARIOUS IRON WORKERS' TRUST FUNDS HI N/A C 0 SEE SCHEDULE R SUPPLEMENTAL INFORMATION 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 HAWAII IRON WORKERS' ADMINISTRATIVE OFFICE P 164012 PLAN ASSET PERCENTAGE ALLOCATION 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 AGREEMENTS, 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: ALOHA STEEL CORP. AMERICAN PIPING & BOILER CO APEX TOWER CRANE, INC. ARCHITECTURAL GLASS & ALUMINUM AURA BIRDAIR INC CMC STEEL FABRICATORS, INC D&C WELDING DURA CONSTRUCTORS, INC. ENCLOS CORP THE ERECTION CO EVERGREEN PACIFIC F&H CONSTRUCTION FEDERAL WELDING FOUNDATIONS HAWAII, INC. GARNER CONSTRUCTION HARRIS REBAR SOUTH PACIFIC HAWAII IRON WORKERS' ADMINISTRATIVE OFFICE HAWAII IRON WORKERS' STABILIZATION FUND HAWAII IRON WORKERS' TRAINING PLAN HAWAII STEEL LLC IDEAL CONSTRUCTION INDUSTRIAL GROUP IG STEEL INT'NL ASSOC. OF BRIDGE, STRUCTURAL AND ORNAMENTAL IRON WORKERS, LOCAL 625 ISLAND STEEL ERECTORS JS INT'L INC JAYCO HAWAII K & S WELDING KOAPAKA CONSTRUCTION CO., INC. KWL SERVICES, INC. LANE SUPPLY INC. MAUI INDUSTRIAL METAL FAB METAL-WELD SPECIALTIES, INC. M.A. MORTENSON CO. MUTUAL WELDING CO LTD NAN INC NATIONAL STEEL ERECTORS CORP NORTHWEST TOWER CRANE SERVICE O'BRIEN STEEL ERECTORS, INC. PACECO CORP. PARADISE ERECTORS, INC. PARADISE REINFORCING, INC. PARSENS RCI, INC PATRIOTS ERECTORS R K OSHIRO DOOR SERVICE, INC. REBAR INTERNATIONAL F. RONDUEN WELDING, INC. SCHWAGER DAVIS SHEEDY DRAYAGE SHIMMICK CONSTRUCTION CO. SIMMONS STEEL CORP SWANSON STEEL ERECTORS, INC. UNITED STEEL, LLC WAIPAHU WELDING WEST STEEL CORP.