2018-08-09T14:27:44-05:00 2017-09-30 990155373 LEMKE CHINEN & TANAKA CPA INC 500 ALA MOANA BLVD BLDG 2 302 HONOLULU HI 96813 990 2016-10-01 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 2018-07-20 1 TERRY TAKAKI P00036112 8085336254 2016 2022-09-23 18:48:47Z TRACY HAYASHI AL ITAMOT 1935 HAU STREET No 300 HONOLULU HI 96819 191024311 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 6 0 0 0 0 0 0 26056944 23614384 2446302 3878250 37868 5062 28541114 27497696 0 0 21217773 24251386 0 0 0 0 0 2148000 2159821 23365773 26411207 5175341 1086489 99552644 103385095 565851 639908 98986793 102745187 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 21937913 TO PROVIDE SELF INSURED BENEFITS TO ELIGIBLE PARTICIPANTS. MEDICAL $15,701,309; DRUG $3,214,432; DENTAL $2,698,149; VISION $324,023. 2313473 TO PROVIDE GROUP INSURANCE BENEFITS TO ELIGIBLE PARTICIPANTS BY PAYING MONTHLY INSURANCE PREMIUMS TO INSURANCE CARRIERS. HMSA $1,587,720; PACIFIC GUARDIAN LIFE $632,452; ULLICO $93,301. 871834 TO PAY FOR ADMINISTRATIVE FEES ASSOCIATED WITH SELF-INSURED CLAIMS PROCESSING. MEDICAL $606,697; DENTAL $145,130; DRUG $81,803; VISION $38,204. 25123220 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 5 0 1 0 0 0 0 0 0 0 X 6 6 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 PETER AKAMU UNION TRUSTEE 0.50 X 0 0 0 TRACY HAYASHI UNION TRUSTEE 0.50 X 0 0 0 BRIAN LEE 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 LEYTON TORDA UNION TRUSTEE 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 606697 HAWAII DENTAL SERVICE 700 BISHOP STREET SUITE 700 HONOLULU HI 96813 DENTAL CLAIMS ADMINISTRATOR 145130 THE SEGAL COMPANY (WESTERN STATES) INC 100 MONTGOMERY STREET SUITE 500 SAN FRANCISCO CA 94104 ACTUARIAL/CONSULTING SERVICES 106221 3 EMPLOYER CONTRIBUTIONS 900099 22502333 22502333 RETIREES CONTRIBUTIONS 900099 953548 953548 SELF PAY CONTRIBUTIONS 900099 124428 124428 LIQUIDATED DAMAGES 900099 34075 34075 23614384 2407676 2407676 164997189 163526615 1470574 1470574 1470574 OTHER INCOME 900099 5062 5062 5062 27497696 25090020 0 2407676 24251386 871834 10684 46760 293409 108421 29102 35411 1794 222 HI ELECTRICIANS ADMIN O 745648 BANK FEES 6760 PCORI FEES 6476 OTHER 3300 26411207 39787 50080 7840083 3046994 3975472 4307216 157341 13149 205976 205976 0 0 60576205 66186433 26963756 29781223 99552644 103385095 238847 105351 327004 534557 565851 639908 X 98986793 102745187 0 0 0 0 98986793 102745187 99552644 103385095 1086489 2671905 0 X X 0 1 X 1 0 205976 205976 0 0 FORT WASHINGTON HIGH YIELD INVESTORS II, LLC 5067008 F STRUCTURED NOTES 24714215 F 29781223 WAIVER OF PREMIUM RESERVE 120000 SECURITIES PURCHASED PAYABLE 72083 DUE TO ADMINISTRATIVE OFFICE 342474 534557 X 29876192 2671905 2671905 27204287 293409 293409 27497696 26117798 0 26117798 293409 293409 26411207 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 2017 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 2014." 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 96815. 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 PENSION PLAN 1935 HAU STREET HONOLULU HI 96819 996005391 PROVIDING PENSION BENEFITS TO ELIGIBLE PARTICIPANTS HI 401(A) 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 SEE SCHEDULE R ATTACHMENT SEE SCHEDULE R ATTACHMENT SEE SCHEDULE R ATTACHMENT 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 HAWAII ELECTRICIANS ADMINISTRATIVE OFFICE P 745648 PERCENTAGE ALLOCATION HAWAII ELECTRICIANS PENSION PLAN K 35411 SQ. FT. & PERCENTAGEALLOCATION 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: 808 ELECTRIC & TELECOM, LLC A A ELECTRIC, LTD A.G. ELECTRICAL SERVICES, INC A-1-A-LECTRICIAN INC A3 ELECTRIC LLC ABLE ELECTRIC, INC ALEUT FACILITIES SUPPORT SERVICE ALII WIRING, LLC AMERICAN ELECTRIC CO,LLC AMERICAN PIPING & BOILER CO AMPCO, INC AOKI ELECTRIC, LLC ARAKAKI ELECTRIC INC B BAUTISTA ELEC CONTRACTOR LLC BELL ELECTRIC CORP. BOWMAN CONNECTIVITY BOWMAN ELECTRIC SHOP, LTD C & C ELECTRICAL CONTRACTOR, INC CACHE VALLEY ELECTRIC CO. COMMUNICATION CONSULT SVCS, INC CONSOLIDATED ELECTRICAL DISTR CONTROL TECH, LLC CRITCHFIELD PACIFIC, INC. CSI ELECTRIC, INC. D & S ELECTRIC INC D. SUEHIRO ELECTRIC, INC. D. UYEUNTEN ELECTRICAL SERVICE DAHL ELECTRIC INC DI ELECTRIC LLC DIAL ELECTRIC SUPPLY CO INC DM ELECTRIC, INC. DORVIN D LEIS CO., INC. DU-WATTS ELECTRIC, INC. DWE, INC. ELECTR CONTROL INNOVATIONS, INC ELECTRICAL CONTR. HAWAII, INC. ELECTRICIANS INC ELECTRIC-O SERVICES ELECTRITECH MAUI, INC. EMK ELECTRIC, LLC ENDO JACK ELECTRIC INC FAIRWAY ELECTRIC CO, LLC GENERAL SUPPLY & SERVICES, INC. GRANTCO PACIFIC, INC. H NU SOLAR LLC DBA H NU ENERGY HAWAII ELECTRICAL SOURCE HAWAII ELECTRICIANS AD OFFICE HAWAII ELECTRICIANS TRNG FUND HENKELS & MCCOY, INC. HH ELECTRIC, INC HI ELEC MKT ENHANCEMENT PROGR FD HMS CONSTRUCTION, INC. HOME SECURITY & SOUND LLC HOT WIRE, LLC HOWARD T HAKIKAWA ELECTRICAL INTEGRATED BROADBAND NETWORK SOL INTEGRITY NETWORKS INC INTERLINK COMMUNICATIONS LLC ISLAND INDUSTRIAL ELECTRIC, LLC ISLAND LIGHTING CO INC JAMES SCOTT SPARKMAN KAMAAINA ENERGY LLC KAWAKAMI ELECTRIC INC KIEWIT INFRASTRUCTURE WEST CO. KOKAMI ELECTRICAL SERVICE INC KONA ELECTRIC KONTEC, LLC LELEIWI ELECTRIC, INC. LEWIS ELECTRIC, LLC LITE ELECTRIC, INC. LOCAL UNION 1186 IBEW LOCAL UNION 1186 IBEW FCU M WATANABE ELECT CONTRACTOR INC M. SAKUMA ELECTRIC, INC MASS ELECTRIC CONSTRUCTION CO. MUTUAL ELECTRIC INC MVC ELECTRICAL, LLC NIRO ELECTRIC, LLC. NIUTUPUIVAHA ELECTRIC NORM'S ELECTRIC OSMOSE UTIL SVCS INC DBA IKAIKA P G ELECTRICAL SERVICE,LLC PAC ELECTRIC CO., INC PACIFIC CONNECTIONS PACIFIC POWER ELECT. CONT. LLC. PAR ELECTRICAL CONTRACTORS, INC PAUL'S ELECTRICAL CONTRG., LLC. PC ENTERPRISES, INC. PINEAPPLE ELECTRIC, INC. PIONEER ELECTRIC INC POSITIVE ELECTRIC POWER CONTRACTING, LLC. POWER WISE ELECTRICAL SVCS, LLC POWERNET INC PREFERRED ELECTRICIANS PROGRESSIVE ELECTRIC CO., INC R DACUYCUY LLC R ELECTRIC, INC. RAMBAUD ELECTRIC LLC RAMIA ELECTRIC, LLC RMH ELECTRIC CO., INC ROMSCO INC RON D ELECTRICAL LLC RON'S ELECTRIC, INC ROSENDIN ELECTRIC, INC. S & S TAYLAN ELECTRIC, INC. SANSEI ELECTRIC LLC SEC CORPORATION SHIMMICK/TRAYLOR/GRANITE JV TEDS WIRING SERVICE, LTD TESHIMA ELECTRIC INC TRI-POLY ELECTRIC LLC TYPHOON ELECTRIC & TELECOM LLC VERIZON FEDERAL, INC. WASA ELECTRICAL SERVICES, INC