2017-08-10T12:20:52-05:00 2016-09-30 990155373 LEMKE CHINEN & TANAKA CPA INC 210 WARD AVENUE SUITE 336 HONOLULU HI 968144012 990 2015-10-01 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 2017-07-22 1 TERRY TAKAKI P00036112 8085336254 2015 2021-01-29 14:40:06Z TRACY HAYASHI AL ITAMOT 1935 HAU STREET No 300 HONOLULU HI 96819 148840727 0 X N/A X 1962 HI TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS ACCORDING TO PLAN RULES AND REGULATIONS. 6 6 0 0 0 0 0 0 22491217 26056944 2240019 2446302 197905 37868 24929141 28541114 0 0 17762093 21217773 0 0 0 0 0 2111224 2148000 19873317 23365773 5055824 5175341 91502617 99552644 2544102 565851 88958515 98986793 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS ACCORDING TO PLAN RULES AND REGULATIONS. 0 0 19507660 TO PROVIDE SELF INSURED BENEFITS TO ELIGIBLE PARTICIPANTS. MEDICAL $13,352,537; DRUG $3,224,910; DENTAL $2,619,251; VISION $310,962. 1710113 TO PROVIDE GROUP INSURANCE BENEFITS TO ELIGIBLE PARTICIPANTS BY PAYING MONTHLY INSURANCE PREMIUMS TO INSURANCE CARRIERS. HMSA $956,002; PACIFIC GUARDIAN LIFE $675,363; ULLICO $78,748. 743045 TO PAY FOR ADMINISTRATIVE FEES ASSOCIATED WITH SELF-INSURED CLAIMS PROCESSING. MEDICAL $499,541; DENTAL $148,329; DRUG $59,156; VISION $36,019. 21960818 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 6 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 RONALD KB YEE EMPLOYER TRUSTEE 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 499541 HAWAII DENTAL SERVICE 700 BISHOP STREET SUITE 700 HONOLULU HI 96813 DENTAL CLAIMS ADMINISTRATOR 148329 2 EMPLOYER CONTRIBUTIONS 900099 24924952 24924952 RETIREES CONTRIBUTIONS 900099 925590 925590 SELF PAY CONTRIBUTIONS 900099 151198 151198 LIQUIDATED DAMAGES 900099 55204 55204 26056944 2221876 2221876 120524039 120299613 224426 224426 224426 OTHER INCOME 900099 37868 37868 37868 28541114 26319238 0 2221876 21217773 743045 22783 60320 286156 97423 16195 78353 832 800 979 8895 HI ELECTRICIANS ADMIN O 559580 TRANSITIONAL REINSURANC 239154 OTHER 15415 PCORI FEES 10591 7479 23365773 56337 39787 5741546 7840083 4341216 3975472 1176 157341 205976 205976 979 0 56840745 60576205 24520618 26963756 91502617 99552644 241303 238847 2302799 327004 2544102 565851 X 88958515 98986793 0 0 0 0 88958515 98986793 91502617 99552644 5175341 4852937 0 X X 0 1 X 1 0 205976 205976 0 0 FORT WASHINGTON HIGH YIELD INVESTORS II, LLC 4665606 F STRUCTURED NOTES 22298150 F 26963756 WAIVER OF PREMIUM RESERVE 120000 SECURITIES PURCHASED PAYABLE 77784 DUE TO ADMINISTRATIVE OFFICE 129220 327004 X 33107895 4852937 4852937 28254958 286156 286156 28541114 23079617 0 23079617 286156 286156 23365773 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 2016 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 2013." Form 990, Part VI, Section B, line 11 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 RODNEY CHUN - 315 SAND ISLAND ACCESS ROAD, HONOLULU, HI 96819. JODY HANAMOTO - 1320 KALANI STREET, #306, HONOLULU, HI 96817. AL ITAMOTO - 1286 KALANI STREET, SUITE B-203, HONOLULU, HI 96817. RONALD K.B. YEE - 1021 KIKOWAENA PLACE, UNIT #2, HONOLULU, HI 96819. DARYL SUEHIRO - 1009 KAPIOLANI BLVD, #2907, HONOLULUE, 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 AND 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 559580 PERCENTAGE ALLOCATION HAWAII ELECTRICIANS PENSION PLAN K 78353 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: K H ELECTRIC, INC A-1-A-LECTRICIAN INC A3 ELECTRIC LLC A A ELECTRIC, LTD A.G. ELECTRICAL SERVICES, INC ALII WIRING, LLC AMPCO, INC AMERICAN ELECTRIC CO,LLC AMERICAN PIPING & BOILER CO AOKI ELECTRIC, LLC ARAKAKI ELECTRIC INC BIVEN'S ELECTRIC, INC. VERIZON FEDERAL, INC. BOWMAN ELECTRIC SHOP, LTD CIRCUIT BUILDERS INC C & C ELECTRICAL CONTRACTOR, INC CSI ELECTRIC, INC. CACHE VALLEY ELECTRIC CO. CONTROL TECH, LLC MUTUAL ELECTRIC INC CRITCHFIELD PACIFIC, INC. DAHL ELECTRIC INC EMK ELECTRIC, LLC ELECTRICAL CONTR. HAWAII, INC. ENDO JACK ELECTRIC INC ELECTR CONTROL INNOVATIONS, INC DI ELECTRIC LLC FAIRWAY ELECTRIC CO, LLC GRANTCO PACIFIC, INC. HH ELECTRIC, INC HMS CONSTRUCTION, INC. HOWARD T HAKIKAWA ELECTRICAL HAWAII ELECTRICAL SOURCE HENKELS & MCCOY, INC. HOT WIRE, LLC ISLAND INDUSTRIAL ELECTRIC, LLC KAWAKAMI ELECTRIC INC KIEWIT INFRASTRUCTURE WEST CO. KOKAMI ELECTRICAL SERVICE INC KONA ELECTRIC LEWIS ELECTRIC, LLC ROSENDIN ELECTRIC, INC. MVC ELECTRICAL, LLC MASS ELECTRIC CONSTRUCTION CO. JAMES SCOTT SPARKMAN NIRO ELECTRIC, LLC. NORM'S ELECTRIC P G ELECTRICAL SERVICE,LLC PACIFIC POWER ELECT. CONT. LLC. PAC ELECTRIC CO., INC PINEAPPLE ELECTRIC, INC. POSITIVE ELECTRIC POWER WISE ELECTRICAL SVCS, LLC POWERNET INC PREFERRED ELECTRICIANS PROGRESSIVE ELECTRIC CO., INC RMH ELECTRIC CO., INC RAMIA ELECTRIC, LLC RAMBAUD ELECTRIC LLC ROMSCO INC D & S ELECTRIC INC M. SAKUMA ELECTRIC, INC SANSEI ELECTRIC LLC ROLAND SAKUMA ELECTRIC, INC. RON D ELECTRICAL LLC S & S TAYLAN ELECTRIC, INC. D. SUEHIRO ELECTRIC, INC. 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. H NU SOLAR LLC DBA H NU ENERGY TESHIMA ELECTRIC INC 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. R 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 HOME SECURITY & SOUND LLC INTEGRATED BROADBAND NETWORK SOL INTEGRITY NETWORKS INC INTERLINK COMMUNICATIONS LLC PC ENTERPRISES, INC. SEC CORPORATION COMMUNICATION CONSULT SVCS, INC