2016-11-09T13:46:00-06:00 2015-12-31 300702322 HEMMING MORSE CPA'S AND CONSULTANTS 155 BOVET ROAD SUITE 600 SAN MATEO CA 94402 990 2015-01-01 946182984 HAWAII HEALTH AND WELFARE TRUST FUND FOR OPERATING ENGINEERS HAWA 5103373050 1640 SOUTH LOOP ROAD ALAMEDA CA 94502 TRUSTEE TRUSTEE TRUSTEE 5103373050 2016-11-09 1 P01781096 4158364000 2015 2017-02-10 21:41:12Z 1640 SOUTH LOOP ROAD ALAMEDA CA 94502 89719648 0 X N/A X 1967 CA TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS. 6 6 0 0 0 0 0 0 18366410 22205543 2444819 1564457 372664 251535 21183893 24021535 0 0 26100840 22915947 0 0 0 0 0 1097346 1735681 27198186 24651628 -6014293 -630093 57709259 56586802 20350120 20903730 37359139 35683072 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 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 0 1 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 ASSOCIATED THIRD PARTY ADMIN 5103373050 1640 SOUTH LOOP ROAD ALAMEDA CA 94502 X RUSSELL BURNS TRUSTEE 5.00 X 0 0 0 LANCE INOUYE CHAIRMAN 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 KEEAUMOKO ST HONOLULU HI 96808 BENEFIT ADMIN 468368 ASSOCIATED THIRD PARTY ADMINISTRATOR 1640 SOUTH LOOP ROAD ALAMEDA CA 94502 CONTRACT ADMINISTRATOR 277249 SEGAL 100 MONTGOMERY STREE SUITE 500 SAN FRANCISCO CA 94104 CONSULTANT 104128 3 EMPLOYER CONTRIBUTIONS 900099 22187514 22187514 EMPLOYEE CONTRIBUTION 900099 18029 18029 22205543 1124448 1124448 66138122 65698113 440009 440009 440009 EXPERIENCE REFUNDS 900099 193722 193722 LIQUIDATED DAMAGES 900099 57813 57813 251535 24021535 22897087 0 1124448 22915947 277249 76675 30793 212961 624604 818 18373 22534 MULTI-PLAN SERVICES 347909 ACA TRANSITIONAL REINSU 79831 PRINTING AND POSTAGE 22484 PATIENT CARE OUTCOME RE 9936 11514 24651628 1133067 2024124 820731 2798600 1568208 1820857 0 781454 51700926 46463445 2486327 2698322 57709259 56586802 27737 211033 20322383 20692697 20350120 20903730 X 0 0 0 0 37359139 35683072 37359139 35683072 57709259 56586802 -630093 -1045974 0 X X 0 1 X 1 0 0 GROUP INSURANCE PREMIUMS PAYABLE 2330354 SELF-FUNDED CLAIMS PAYABLE 3855343 BANK OF HOURS LIABILITY 12348000 DEATH BENEFIT LIABILITY 180000 CLAIMS INCURRED BUT NOT REPORTED 1979000 20692697 X 22975561 -1045974 -1045974 24021535 0 24021535 24651628 0 24651628 0 24651628 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, 2012. 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 11 THE TRUSTEES DESIGNATE THE ADMINISTRATOR TO REVIEW THE FORM 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 AVAILABLE TO THE PUBLIC UPON REQUEST. 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 1640 SOUTH LOOP ROAD ALAMEDA CA 94502 946090764 PROVIDE PENSION AND DEATH BENEFITS CA 0 PENSIONED OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND 1640 SOUTH LOOP ROAD ALAMEDA CA 94502 946096327 PROVDE HEALTH CARE BENEFITS DURING RETIREMENT CA 0 OE ANNUITY 1640 SOUTH LOOP ROAD 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. 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