HAWAII HEALTH AND WELFARE TRUST FUND FOR OPERATING ENGINEERS: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
HAWAII HEALTH AND WELFARE TRUST FUND FOR OPERATING ENGINEERS (EIN 94-6182984)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-15
IRS object ID
201713199349302231
Schema version
2016v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2017-11-15T19:44:52-06:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN300702322PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HEMMING MORSE CPA'S AND CONSULTANTSBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1155 BOVET ROAD SUITE 600AddressLine1Txt
CitySAN MATEOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94402ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN946182984EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HAWAII HEALTH AND WELFARE TRUSTBusinessNameLine1Txt
Business Name Line2FUND FOR OPERATING ENGINEERSBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlHAWABusinessNameControlTxt
Phone5106718818PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11600 HARBOR BAY PKWY NO 200AddressLine1Txt
CityALAMEDACityNm
State AbbreviationCAStateAbbreviationCd
ZIP94502ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTRUSTEE TRUSTEEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5106718818PhoneNum
Signature2017-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
PTINP01882015PTIN
Phone4158364000PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address69.170.44.162IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-11-15IPDt
IP Tm00:37:27IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id65A2799B7FBD805C20207EC1E1BC21BD90DCCA14AtSubmissionCreationDeviceId
At Submission Filing Device Id6DDAC0003BCC8996D20B35C2703FD2556DD28933AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd

US Address USAddress

FieldValueIRS element (for citing)
Address Line11600 HARBOR BAY PKWY NO 200AddressLine1Txt
CityALAMEDACityNm
State AbbreviationCAStateAbbreviationCd
ZIP94502ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$76,904,122GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1967FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$22,205,543PYProgramServiceRevenueAmt
CY Program Service Revenue$22,691,927CYProgramServiceRevenueAmt
PY Investment Income$1,564,457PYInvestmentIncomeAmt
CY Investment Income$1,363,293CYInvestmentIncomeAmt
PY Other Revenue$251,535PYOtherRevenueAmt
CY Other Revenue$664,741CYOtherRevenueAmt
PY Total Revenue$24,021,535PYTotalRevenueAmt
CY Total Revenue$24,719,961CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$22,915,947PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$25,907,208CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,735,681PYOtherExpensesAmt
CY Other Expenses$2,509,434CYOtherExpensesAmt
PY Total Expenses$24,651,628PYTotalExpensesAmt
CY Total Expenses$28,416,642CYTotalExpensesAmt
PY Revenues Less Expenses-$630,093PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$3,696,681CYRevenuesLessExpensesAmt
Total Assets BOY$56,586,802TotalAssetsBOYAmt
Total Assets EOY$52,642,296TotalAssetsEOYAmt
Total Liabilities BOY$20,903,730TotalLiabilitiesBOYAmt
Total Liabilities EOY$20,680,938TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$35,683,072NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$31,961,358NetAssetsOrFundBalancesEOYAmt
MissionNONEMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS COVERED BY COLLECTIVE BARGAINING AGREEMENTS BETWEEN EMPLOYERS AND THE UNION.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document5IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ZENITH AMERICAN SOLUTIONSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5106718818PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11600 HARBOR BAY PKWY SUITE 200AddressLine1Txt
CityALAMEDACityNm
State AbbreviationCAStateAbbreviationCd
ZIP94502ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
RUSSELL BURNS
TRUSTEE5.00Yes (X)$0$0$0
LANCE INOUYE
TRUSTEE5.00Yes (X)$0$0$0
KATHLEEN THURSTON
TRUSTEE5.00Yes (X)$0$0$0
RODNEY NOHARA
TRUSTEE5.00Yes (X)$0$0$0
DAN REDING
TRUSTEE5.00Yes (X)$0$0$0
PANE MEATOGA
TRUSTEE5.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
HAWAII MEDICAL SERVICE ASSOCIATION
818 KEEAUMOKU STHONOLULUHI96808BENEFIT ADMIN$1,186,557
ASSOCIATED THIRD PARTY ADMINISTRATOR
1640 SOUTH LOOP ROADALAMEDACA94502CONTRACT ADMINISTRATOR$262,304
SEGAL
100 MONTGOMERY STREET SUITE 500SAN FRANCISCOCA94104CONSULTANT$152,377
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$22,670,486$22,670,486
EMPLOYEE CONTRIBUTION900099$21,441$21,441
FieldValueIRS element (for citing)
Total Program Service Revenue$22,691,927TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,003,267TotalRevenueColumnAmt
Exclusion$1,003,267ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$52,544,187SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$52,184,161SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$360,026SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$360,026TotalRevenueColumnAmt
Related Or Exempt Func Income$360,026RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EXPERIENCE REFUNDS900099$664,507$664,507
SECURITIES LITIGATION INCOME900099$234$234
FieldValueIRS element (for citing)
Other Revenue Total$664,741OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$24,719,961TotalRevenueColumnAmt
Related Or Exempt Func Income$23,716,694RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,003,267ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$25,907,208TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$262,304TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$78,824TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$60,784TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$179,758TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,390,802TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$850TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$13,786TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$21,495TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
MULTI-PLAN SERVICES$390,000
ACA TRANSITIONAL REINSU$85,887
PATIENT CARE OUTCOME RE$10,806
PRINTING AND POSTAGE$7,377

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$6,761TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$28,416,642TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,024,124BOYAmt
EOY$722,141EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,798,600BOYAmt
EOY$1,523,376EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,820,857BOYAmt
EOY$1,936,955EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$781,454BOYAmt
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$46,463,445BOYAmt
EOY$44,251,368EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$2,698,322BOYAmt
EOY$4,208,456EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$56,586,802BOYAmt
EOY$52,642,296EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$211,033BOYAmt
EOY$458,989EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$20,692,697BOYAmt
EOY$20,221,949EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$20,903,730BOYAmt
EOY$20,680,938EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$35,683,072BOYAmt
EOY$31,961,358EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$35,683,072BOYAmt
EOY$31,961,358EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$56,586,802BOYAmt
EOY$52,642,296EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$3,696,681ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$25,033NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (4 entries)

DescDescBook ValueBookValueAmt
ACCRUED INTEREST AND DIVIDENDS$251,831
DUE FROM OTHER TRUST$3,800,224
EQUITY IN OE MPSA$5,168
EXPERIENCE REFUNDS$151,233
FieldValueIRS element (for citing)
Total Book Value Other Assets$4,208,456TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDescAmtAmt
GROUP INSURANCE PREMIUMS PAYABLE$1,175,981
SELF-FUNDED CLAIMS PAYABLE$4,819,903
BANK OF HOURS LIABILITY$13,534,000
DEATH BENEFIT LIABILITY$150,000
CLAIMS INCURRED BUT NOT REPORTED$510,586
DUE FROM OE MPSA$31,479
FieldValueIRS element (for citing)
Total Liability$20,221,949TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$24,694,928TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$25,033NetUnrealizedGainsInvstAmt
Revenue Not Reported-$25,033RevenueNotReportedAmt
Revenue Subtotal$24,719,961RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$24,719,961TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$28,416,642TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$28,416,642ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$28,416,642TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE TRUST HAS ADOPTED GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ISSUED BY THE FINANCIAL ACCOUNTING STANDARDS BOARD. THE TRUST ADMINISTRATOR BELIEVES THAT THE TRUST HAS NOT TAKEN UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS AS A TAX LIABILITY. THE TRUST ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR FISCAL YEARS PRIOR TO DECEMBER 31, 2013.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3THE ORGANIZATION DELEGATES CONTROL OVER MANAGEMENT DUTIES CUSTOMARILY PERFORMED BY OR UNDER THE DIRECT SUPERVISION OF OFFICERS, DIRECTORS OR TRUSTEES, OR KEY EMPLOYEES TO THE CONTRACT ADMINISTRATOR.
FORM 990, PART VI, SECTION A, LINE 8BTHE ORGANIZATION DOES NOT HAVE ANY SUB-COMMITTEES THAT HAVE THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS POSTED TO THE TRUSTEE WEBSITE
FORM 990, PART VI, SECTION B, LINE 12CTHE QUARTERLY BOARD MEETINGS PROVIDE AN OFFICIAL VENUE FOR OFFICERS, DIRECTORS, AND TRUSTEES TO DISCLOSE SUCH INTERESTS THAT COULD GIVE RISE TO CONFLICT.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC.
FORM 990, PART XII, LINE 2CTHE BOARD OF TRUSTEES ASSUMES RESPONSIBILTY FOR OVERSEEING THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND FOR SELECTING THE INDEPENDENT AUDITOR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdControlled OrganizationControlledOrganizationInd
OE PENSION TRUST FUND
1600 HARBOR BAY PARKWAY SUITE 200ALAMEDACA94502946090764PROVIDE PENSION AND DEATH BENEFITSCA0
PENSIONED OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND
1600 HARBOR BAY PARKWAY SUITE 200ALAMEDACA94502946096327PROVDE HEALTH CARE BENEFITS DURING RETIREMENTCA0
HAWAII ANNUITY TRUST FUND FOR OPERATING ENGINEERS
1600 HARBOR BAY PARKWAY SUITE 200ALAMEDACA94502942959994PROVIDE ANNUITY BENEFITSCA0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, PART IV, LINE 34FormAndLineReferenceDesc
ExplanationSCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS: THE FILING ENTITY IS A 501(C)(9) VEBA WHO MUST LIST CONTRIBUTING EMPLOYERS ON SCHEDULE R. THE ADMINISTRATIVE OFFICE MAINTAINS A LIST OF CONTRIBUTING EMPLOYERS, HOWEVER, THAT LIST DOES NOT INCLUDE FEDERAL TAX CLASSIFICATION. THEREFORE, THE LIST OF CONTRIBUTING EMPLOYERS IS REPORTED ON PART VII, SUPPLEMENTAL INFORMATION. SEABURG CONSTRUCTION WALLY RITA TRUCKING, INC. KIEWIT/KOBAYASHI, A JOINT VENTURE ONIPAA CRANE & RIGGING TAJIRI RECYCLING & DEMOLITION LLC A-LEGACY CONSTRUCTION, LLC ADVANCED ENTERPRISES OHANA CONCRETE PUMPING CO INC J & J INC RHS LEE INC B & C SERVICES, INC HAWAII PACIFIC CONC & PAVING INC JENNINGS PACIFIC LLC MAUI CRANE LEASING INC SUPERIOR CONCRETE SVCS INC DCK PACIFIC CONSTRUCTION LLC EXCAVATIONS ETC., INC TRUE LINE CONSTRUCTION SERVICES, LLC MAUI MAYCO PUMP SVCS INC AMERICAN STANDARD CONCRETE MAUI PAVING GRACE PACIFIC LLC ROAD BUILDERS CORP ROAD & HIGHWAY BUILDERS PENHALL CO DBA CONCRETE CORING OF HAWAII CORALCO CORP BRIAN H SMITH DEMOLITION & EXCAVATING, I C J PETERSON SERVICE INC AMAZON CONST INC TAJIRI LUMBER LTD PACIFIC CONCRETE CUTTING & CORING CUMMINGS FAMILY TRUCKING LLC AMERICAN MARINE CORP HT&T HAWAII LLC OPERATING ENGINEERS #3 HAWAII-AMERICAN WATER COMPANY HAWAII OCEAN VIEW ESTATES ROAD MAINT KAUAI VETERANS EXPRESS CO NK INOUYE TRUCKING R. W. PALAMA & SONS INC C/O CALM INC WAALANI ENTERPRISES WAYNE'S ENTERPRISES INC JOJIS TRUCKING K & H EQUIP & RENTALS PINERIDGE FARMS ALBERT C KOBAYASHI INC ARISUMI BROTHERS INC CMZ OF HAWAII INC FRANK COLUCCIO CONST CO DIAMOND PLUMBING CO INC EARTHWORKS PACIFIC DURA CONSTRUCTORS INC JACK ENDO ELECTRIC INC FOUNDATION INTL INC GARNER CONSTRUCTION WBE INC GROUP BUILDERS INC INTEGRATED CONSTRUCTION INC JJS CONSTRUCTION INC MAHELU BOBCATS INC MANU BUILDERS LLC PACIFIC PILE & CRANE INC PARADIGM CONSTRUCTION LLC PARSONS RCI R M Y CONSTRUCTION ROJAC CONSTRUCTION INC SITE ENGINEERING INC DYK PRESTRESSED TANKS INC KAMALII TRCKG & RTL INC LEIGH DIVERSIFIED HAYWARD BAKER G W CONSTRUCTION AMERICAN PIPING & BOILER CO ASSOC STEEL WORKERS LTD DELTA CONST CORP HAWAIIAN CRANE&RIGG LTD HAWAIIAN DREDGING&CONS IDEAL CONST INC T IIDA CONTRACTING LTD RALPH S INOUYE CO LTD ISEMOTO CONTR CO LTD J S R EQUIPMENT INC JAYAR CONSTRUCTION INC KOGA MEGA CONST INC NORDIC PCL CONSTRUCTION INC OKADA TRUCKING CO LTD RONS CONST CO ROYAL CONTR CO LTD SHIOI CONSTRUCTION INC. SWINERTON BUILDERS GOODFELLOW BROS INC HEALY TIBBITTS BUILDERS INC NAN, INC. WALKER-MOODY ASPHALT MAINTENANCE JDS CONSTRUCTION, LLC SOUTHLAND MOLE JV LANDAN CONSTRUCTION, INC. ZOE BUILDERS, INC LIANA CONSTRUCTION LLC D A BUILDERS, LLC OPER ENGR HAWAII IND STABILIZATION OPER ENGR LOCAL 3 OPER ENG CREDIT UNION ISLAND MOVERS INC GRAMERCY GROUP, INC STEELTECH, INC HAWAII TECHNICAL ENVIRONMENTAL CONST COR FOUNDATIONS HAWAII, INC ROAD AND HIGHWAY BUILDERS, LLC A C EXCAVATORS INC PAHOA CONTRACTING INC -SCH 2 WATTS CONSTRUCTORS, LLC W W CLYDE & CO BLASTING TECHNOLOGY INC THE H. E. JOHNSON COMPANY INC. ISLAND STEEL ERECTORS, LLC IUOE LOCAL UNION 302 HI'ILAWE CONSTRUCTION, LLC FONG CONST CO LTD KAIKOR CONSTRUCTION COMAPNY INC. KIEWIT INFRASTRUCTURE WEST CO EXCAVATION HAWAII INC ALTRES, INC HIGHWAY CONST CO LTD HAWAII LAYOUT CONSTRUCTION, INC DANIEL KYF CHONG CONTRACTING DBA DC CONT MOCON CORPORATION CJA-HDCC JV MALAMA INSPECTION DIVERSIFIED CRANE PACIFIC CRANE SERVICE HAWAII TOKUNAGA MASONRY INC MOUNTAIN CRANE SERVICE THE HDD COMPANY INC CBI SERVICES INC HAMAKUA RENEWABLE ENTERPRISE ORCHID ISLE AUTO CENTER B J REESS ENTERPRISE MIRA IMAGE CONSTRUCTION SEA ENGINEERING, INC MILLERS PAVING LLC ELECTRICAL CONTRACTORS HAWAII, INC KELIKAI INCORPORATED PACIFIC FOUNDATION INCExplanationTxt

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