2017-11-15T19:44:52-06:00 2016-12-31 300702322 HEMMING MORSE CPA'S AND CONSULTANTS 155 BOVET ROAD SUITE 600 SAN MATEO CA 94402 990 2016-01-01 946182984 HAWAII HEALTH AND WELFARE TRUST FUND FOR OPERATING ENGINEERS HAWA 5106718818 1600 HARBOR BAY PKWY NO 200 ALAMEDA CA 94502 TRUSTEE TRUSTEE TRUSTEE 5106718818 2017-11-15 1 P01882015 4158364000 69.170.44.162 2017-11-15 00:37:27 PS P 65A2799B7FBD805C20207EC1E1BC21BD90DCCA14 6DDAC0003BCC8996D20B35C2703FD2556DD28933 2016 2017-02-10 21:41:12Z X 1600 HARBOR BAY PKWY NO 200 ALAMEDA CA 94502 76904122 0 X N/A X 1967 CA TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS. 6 6 0 0 0 0 0 0 22205543 22691927 1564457 1363293 251535 664741 24021535 24719961 0 0 22915947 25907208 0 0 0 0 0 1735681 2509434 24651628 28416642 -630093 -3696681 56586802 52642296 20903730 20680938 35683072 31961358 NONE 0 0 TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS COVERED BY COLLECTIVE BARGAINING AGREEMENTS BETWEEN EMPLOYERS AND THE UNION. 0 0 0 0 0 0 0 0 0 0 0 0 1 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 0 0 0 0 0 0 0 0 0 X 6 6 0 1 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X ZENITH AMERICAN SOLUTIONS 5106718818 1600 HARBOR BAY PKWY SUITE 200 ALAMEDA CA 94502 X RUSSELL BURNS TRUSTEE 5.00 X 0 0 0 LANCE INOUYE TRUSTEE 5.00 X 0 0 0 KATHLEEN THURSTON TRUSTEE 5.00 X 0 0 0 RODNEY NOHARA TRUSTEE 5.00 X 0 0 0 DAN REDING TRUSTEE 5.00 X 0 0 0 PANE MEATOGA TRUSTEE 5.00 X 0 0 0 0 0 0 0 0 0 0 HAWAII MEDICAL SERVICE ASSOCIATION 818 KEEAUMOKU ST HONOLULU HI 96808 BENEFIT ADMIN 1186557 ASSOCIATED THIRD PARTY ADMINISTRATOR 1640 SOUTH LOOP ROAD ALAMEDA CA 94502 CONTRACT ADMINISTRATOR 262304 SEGAL 100 MONTGOMERY STREET SUITE 500 SAN FRANCISCO CA 94104 CONSULTANT 152377 3 EMPLOYER CONTRIBUTIONS 900099 22670486 22670486 EMPLOYEE CONTRIBUTION 900099 21441 21441 22691927 1003267 1003267 52544187 52184161 360026 360026 360026 EXPERIENCE REFUNDS 900099 664507 664507 SECURITIES LITIGATION INCOME 900099 234 234 664741 24719961 23716694 0 1003267 25907208 262304 78824 60784 179758 1390802 850 13786 21495 MULTI-PLAN SERVICES 390000 ACA TRANSITIONAL REINSU 85887 PATIENT CARE OUTCOME RE 10806 PRINTING AND POSTAGE 7377 6761 28416642 2024124 722141 2798600 1523376 1820857 1936955 781454 0 46463445 44251368 2698322 4208456 56586802 52642296 211033 458989 20692697 20221949 20903730 20680938 X 0 0 0 0 35683072 31961358 35683072 31961358 56586802 52642296 -3696681 -25033 0 X X 0 1 X 1 0 0 ACCRUED INTEREST AND DIVIDENDS 251831 DUE FROM OTHER TRUST 3800224 EQUITY IN OE MPSA 5168 EXPERIENCE REFUNDS 151233 4208456 GROUP INSURANCE PREMIUMS PAYABLE 1175981 SELF-FUNDED CLAIMS PAYABLE 4819903 BANK OF HOURS LIABILITY 13534000 DEATH BENEFIT LIABILITY 150000 CLAIMS INCURRED BUT NOT REPORTED 510586 DUE FROM OE MPSA 31479 20221949 X 24694928 -25033 -25033 24719961 0 24719961 28416642 0 28416642 0 28416642 PART X, LINE 2: THE 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. FORM 990, PART VI, SECTION A, LINE 3 THE 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 8B THE 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 11B THE FORM 990 IS POSTED TO THE TRUSTEE WEBSITE FORM 990, PART VI, SECTION B, LINE 12C THE 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 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C THE BOARD OF TRUSTEES ASSUMES RESPONSIBILTY FOR OVERSEEING THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND FOR SELECTING THE INDEPENDENT AUDITOR. OE PENSION TRUST FUND 1600 HARBOR BAY PARKWAY SUITE 200 ALAMEDA CA 94502 946090764 PROVIDE PENSION AND DEATH BENEFITS CA 0 PENSIONED OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND 1600 HARBOR BAY PARKWAY SUITE 200 ALAMEDA CA 94502 946096327 PROVDE HEALTH CARE BENEFITS DURING RETIREMENT CA 0 HAWAII ANNUITY TRUST FUND FOR OPERATING ENGINEERS 1600 HARBOR BAY PARKWAY SUITE 200 ALAMEDA CA 94502 942959994 PROVIDE ANNUITY BENEFITS CA 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FORM 990, PART IV, LINE 34 SCHEDULE 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. 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