2019-08-02T19:38:22-05:00 2018-09-30 990155373 LEMKE CHINEN & TANAKA CPA INC 500 ALA MOANA BLVD BLDG 2 302 HONOLULU HI 96813 990 2017-10-01 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 2019-07-26 TERRY TAKAKI P00036112 8085336254 72.253.73.75 2019-07-26 14:43:13 HS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 A7C9EC184B2A76AAA9F14E94878FDC8C494D6D3C 2017 2020-03-31 21:24:44Z TRACY HAYASHI AL ITAMOT 1935 HAU STREET NO 300 HONOLULU HI 96819 174927669 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 23614384 24517294 3878250 5402852 5062 863 27497696 29921009 0 0 24251386 27953367 0 0 0 0 0 2159821 2340410 26411207 30293777 1086489 -372768 103385095 102456171 639908 584882 102745187 101871289 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 25398101 TO PROVIDE SELF INSURED BENEFITS TO ELIGIBLE PARTICIPANTS. MEDICAL $18,793,179; DRUG $3,318,364; DENTAL $2,962,513; VISION $324,045. 2555266 TO PROVIDE GROUP INSURANCE BENEFITS TO ELIGIBLE PARTICIPANTS BY PAYING MONTHLY INSURANCE PREMIUMS TO INSURANCE CARRIERS. HMSA $1,794,132; PACIFIC GUARDIAN LIFE $671,219; ULLICO $89,915. 859005 TO PAY FOR ADMINISTRATIVE FEES ASSOCIATED WITH SELF-INSURED CLAIMS PROCESSING. MEDICAL $599,402; DENTAL $160,815; DRUG $59,758; VISION $39,030. 28812372 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 4 0 1 0 0 0 0 0 0 0 X 6 0 0 0 0 0 0 0 0 1 1 1 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 BRIAN LEE UNION TRUSTEE (ALT) 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 599402 HAWAII DENTAL SERVICE 700 BISHOP STREET SUITE 700 HONOLULU HI 96813 DENTAL CLAIMS ADMINISTRATOR 160815 THE SEGAL COMPANY (WESTERN STATES) INC 100 MONTGOMERY STREET SUITE 500 SAN FRANCISCO CA 94104 ACTUARIAL/CONSULTING SERVICES 150449 3 EMPLOYER CONTRIBUTIONS 900099 23355865 23355865 RETIREES CONTRIBUTIONS 900099 998681 998681 SELF PAY CONTRIBUTIONS 900099 147155 147155 LIQUIDATED DAMAGES 900099 15593 15593 24517294 2441878 2441878 145967634 2000000 143822916 1183744 2144718 816256 2960974 2960974 OTHER INCOME 900099 863 863 863 29921009 27479131 0 2441878 27953367 859005 14764 50160 410083 153833 15927 19514 11848 10518 HI ELECTRICIANS ADMIN O 776797 HEALTH FAIR 8016 BANK FEES 5423 OTHER 4516 6 30293777 50080 43927 3046994 5458417 4307216 4442966 13149 12002 205976 205976 0 0 66186433 62876231 29781223 29622628 103385095 102456171 105351 120065 534557 464817 639908 584882 X 102745187 101871289 0 0 0 0 102745187 101871289 103385095 102456171 -372768 -501130 0 X X 0 1 X 1 0 205976 205976 0 0 STRUCTURED NOTES 26488728 F FORT WASHINGTON HIGH YIELD INVESTORS II, LLC 3133900 F 29622628 WAIVER OF PREMIUM RESERVE 120000 SECURITIES PURCHASED PAYABLE 299870 DUE TO ADMINISTRATIVE OFFICE 44947 464817 X 29009796 -501130 -501130 29510926 410083 410083 29921009 29883694 0 29883694 410083 410083 30293777 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 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 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. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR PLAN YEARS PRIOR TO 2015." 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. 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 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 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 SERVICES, INC AMPCO, INC AMERICAN ELECTRIC CO,LLC AMERICAN PIPING & BOILER CO AOKI ELECTRIC, LLC BELL ELECTRIC CORP. VERIZON FEDERAL, INC. BOWMAN ELECTRIC SHOP, LTD C & C ELECTRICAL CONTRACTOR, INC CSI ELECTRIC, INC. CACHE VALLEY ELECTRIC CO. CONTROL TECH, LLC CRITCHFIELD PACIFIC, INC. DAHL ELECTRIC INC ELECTRICAL CONTR. HAWAII, INC. ENDO JACK ELECTRIC INC ELECTR CONTROL INNOVATIONS, INC DI ELECTRIC LLC FAIRWAY ELECTRIC CO, LLC DM ELECTRIC, INC. GRANTCO PACIFIC, INC. HH ELECTRIC, INC HMS CONSTRUCTION, INC. HOWARD T HAKIKAWA ELECTRICAL HAWAIYA TECHNOLOGIES INC HENKELS & MCCOY, INC. ISLAND INDUSTRIAL ELECTRIC, LLC KAWAKAMI ELECTRIC INC KOKAMI ELECTRICAL SERVICE INC KONA ELECTRIC KONTEC, LLC ROSENDIN ELECTRIC, INC. MVC ELECTRICAL, LLC MASS ELECTRIC CONSTRUCTION CO. JAMES SCOTT SPARKMAN NIRO ELECTRIC, LLC. NORM'S ELECTRIC OSMOSE UTIL SVCS INC DBA IKAIKA PLS POWER LLC P G ELECTRICAL SERVICE,LLC PACIFIC POWER ELECT. CONT. LLC. PAC ELECTRIC CO., INC POSITIVE ELECTRIC R DACUYCUY LLC POWER WISE ELECTRICAL SVCS, LLC POWERNET INC PREFERRED ELECTRICIANS PROGRESSIVE ELECTRIC CO., INC RMH ELECTRIC CO., INC RAMIA ELECTRIC, LLC RAMBAUD ELECTRIC LLC D & S ELECTRIC INC 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 & PLUMBING TEDS WIRING SERVICE, LTD TRI-POLY ELECTRIC LLC D. UYEUNTEN ELECTRICAL SERVICE WASA ELECTRICAL SERVICES, INC M WATANABE ELECT CONTRACTOR INC ELECTRICIANS INC PAUL'S ELECTRICAL CONTRG., LLC. DU-WATTS ELECTRIC, INC. DORVIN D LEIS CO., INC. ELECTRITECH MAUI, INC. LITE ELECTRIC, INC. HAWAII ELECTRICAL SOLUTIONS LLC TYPHOON ELECTRIC & TELECOM LLC LOCAL UNION 1186 IBEW LOCAL UNION 1186 IBEW FCU HAWAII ELECTRICIANS AD OFFICE HAWAII ELECTRICIANS TRNG FUND HI ELEC MKT ENHANCEMENT PROGR FD 808 ELECTRIC & TELECOM, LLC ABLE ELECTRIC, INC B BAUTISTA ELEC CONTRACTOR LLC 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, INC. ALEUT FACILITIES SUPPORT SERVICE BOWMAN CONNECTIVITY HENKELS & MCCOY, INC HOT WIRE HAWAII LLC INTEGRATED BROADBAND NETWORK SOL INTEGRITY NETWORKS INC INTERLINK COMMUNICATIONS LLC TEAM PROJECTS INC. PC ENTERPRISES, INC. SEC CORPORATION COMMUNICATION CONSULT SVCS, INC