2019-08-21T02:00:16-05:00 2018-12-31 205496781 James P Hasselman CPA LLC PO Box 11149 Honolulu HI 96828 990 2018-01-01 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 2019-08-20 1 James Hasselman P00653759 8087215483 2019-08-20 X 98.151.74.57 2019-08-20 20:58:59 HS P 0F01B15DC182D1175570B5F0FDFA33E3275432F1 0F01B15DC182D1175570B5F0FDFA33E3275432F1 2018 2019-02-21 02:37:17Z Ronald Taketa 200 N Vineyard Blvd No 100 Honolulu HI 96817 4159640 0 X N/A X 1967 HI To provide training and education to unionized carpenter apprentices and journeymen. 12 12 13 0 0 0 0 0 4386070 3739096 324792 409676 24288 10828 4735150 4159600 0 0 0 0 1049335 1222601 0 0 0 1782052 1578925 2831387 2801526 1903763 1358074 33522813 34761238 116670 191143 33406143 34570095 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 70 0 1 13 1 0 0 0 0 0 0 0 0 0 0 X 12 12 1 1 0 0 0 1 0 1 1 0 0 1 0 0 0 0 0 0 X Hawaii Benefit Administrators Inc 8088417575 200 N Vineyard Boulevard Suite 100 Honolulu HI 96817 Conrad Murashige Co-Chairman 1.00 X X 0 0 0 Ron Taketa Co-Chairman 1.00 X X 0 0 0 Kyle Chock Secretary 0.10 X X 0 0 0 Thomas Toma Trustee 0.10 X 0 0 0 Claude Matsumoto Trustee 0.10 X 0 0 0 Ralph Kai Hoohuli Trustee 0.10 X 0 0 0 Roy Morioka Trustee 0.10 X 0 0 0 Lito Alcantra Trustee 0.10 X 0 0 0 Dale Sakamoto-Yoneda Trustee 0.10 X 0 0 0 Sheri Mau Alternate Trustee 0.10 X 0 0 0 Sean Newcamp Trustee 0.10 X 0 0 0 Mitchell Tynanes Trustee 0.10 X 0 0 0 Travis Murakami Trustee 0.10 X 0 0 0 Mike Goodnight Alternate Trustee 0.10 X 0 0 0 Vince Nihipali Trustee, partial year 0.10 X 0 0 0 Edmund Aczon Executive Director 40.00 X 167500 0 32486 Glenn Alcalde Training Coordinator 40.00 X 100897 0 25826 Seto Darrell Training Coordinator 40.00 X 100897 0 25826 Christian Tackett Training Coordinator 40.00 X 100566 0 25793 Paul Tamayo Training Coordinator 40.00 X 101333 0 22536 Hamatake Mereane Training Coordinator 40.00 X 100566 0 21658 671759 0 154125 6 0 1 0 Panda Travel 1017 Kapahulu Avenue Honolulu HI 96816 Travel services 242364 HSI Mechanical 227 Puuhale Rd Honolulu HI 96819 Construction services 220726 2 Employer Contributions 230000 3739096 3739096 3739096 409676 409676 10868 40 10828 10828 10828 4159600 3749924 0 409676 199986 752179 55358 138169 76909 90480 5136 19288 25968 185895 50204 59064 352965 23773 2015 524229 95465 Training expenses 196749 Temporary help services 7720 UBC training, net of re -79765 19739 2801526 808397 672252 375983 283086 68455 59189 27701745 5608527 21103444 22093218 11140261 11653493 26273 0 33522813 34761238 116670 191143 116670 191143 X 0 0 0 0 33406143 34570095 33406143 34570095 33522813 34761238 1358074 -194122 0 X X 0 1 X 1 0 7383349 7383349 17739580 4095173 13644407 2206150 1478688 727462 372666 34666 338000 22093218 X 3939510 -194122 -194122 4133632 25968 25968 4159600 2775558 0 2775558 25968 25968 2801526 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 (2015, 2016 and 2017) 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 X 0 0 0 Edmund Aczon Executive Director 152500 0 15000 0 0 0 16750 0 15736 0 199986 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 B, line 11b A draft of Form 990 was provided to the board of trustees for review as part of a regularly scheduled board meeting and reviewed with the board by the tax preparer. 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. Form 990, Part XII, Line 2c: The Fund's process for appointing and overseeing the results of the annual audit by the board of trustees is unchanged from the prior year. 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 & 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 None 0 Hawaii Carpenters 401(k) Fund 200 N Vineyard Blvd Suite 100 Honolulu HI 96817 550822045 Employee benefit plan providing retirement benefits HI None 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0