2015-08-14T16:21:15-05:00 2014-09-30 990155373 LEMKE CHINEN & TANAKA CPA INC 210 WARD AVENUE SUITE 336 HONOLULU HI 968144012 990 2013-10-01 990104618 HAWAII ELECTRICIANS HEALTH AND WELFARE FUND HAWA 8088416169 1935 HAU STREET ROOM 300 NO 300 HONOLULU HI 96819 TRACY HAYASHI JODY HANAMOTO UNION TRUSTEE/EMPLOYER TRUSTEE 8088416169 2015-08-12 1 TERRY TAKAKI P00036112 8085336254 2013 2016-03-07 17:11:31Z TRACY HAYASHI JODY HANA 1935 HAU STREET ROOM 300 NO 300 HONOLULU HI 96819 151139647 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 20475597 20541316 2635137 2771126 342593 611590 23453327 23924032 0 0 15757240 15766625 0 0 0 0 0 1578161 1507990 17335401 17274615 6117926 6649417 81188102 87731114 287491 181086 80900611 87550028 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS ACCORDING TO PLAN RULES AND REGULATIONS. 0 0 14717395 TO PROVIDE SELF INSURED BENEFITS TO ELIGIBLE PARTICIPANTS. MEDICAL $8,940,078; DRUG $3,109,983; DENTAL $2,399,419; VISION $267,915. 1049230 TO PROVIDE GROUP INSURANCE BENEFITS TO ELIGIBLE PARTICIPANTS BY PAYING MONTHLY INSURANCE PREMIUMS TO INSURANCE CARRIERS. HMSA $472,768; PACIFIC GUARDIAN LIFE $576,462 630340 TO PAY FOR ADMINISTRATIVE FEES ASSOCIATED WITH SELF-INSURED CLAIMS PROCESSING. MEDICAL $449,953; DENTAL $138,520; VISION $28,865; DRUG $13,002. 16396965 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 8 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 0 0 0 0 0 0 0 HWMG 737 BISHOP STREET SUITE 1200 HONOLULU HI 96813 MEDICAL CLAIMS ADMINISTRATOR 449953 HAWAII DENTAL SERVICE 700 BISHOP STREET SUITE 700 HONOLULU HI 96813 DENTAL CLAIMS ADMINISTRATOR 138520 2 EMPLOYER CONTRIB 900099 19452749 19452749 RETIREES CONTRIB 900099 887184 887184 SELF PAY CONTRIB 900099 172552 172552 LIQUIDATED DAMAGES 900099 28831 28831 20541316 2164557 2164557 127822184 127215615 606569 606569 606569 UNREALIZED LOSS OF INVESTMENTS 900099 421699 421699 OTHER INCOME 900099 189891 189891 611590 23924032 21337776 0 2586256 15766625 630340 26841 51941 196741 18051 78353 3216 1083 8243 HI ELECTRICIANS ADMIN O 383227 CONSULTANT FEES 88888 OTHER 11927 BANK FEES 5707 3432 17274615 32020 27996 6080303 3993295 3472994 3804822 27437 2703 205976 203935 3124 2041 55712782 55823423 15828789 24045261 30653 31573 81188102 87731114 79442 61086 208049 120000 287491 181086 X 80900611 87550028 0 0 0 0 80900611 87550028 81188102 87731114 6649417 0 X X 0 1 X 1 0 205976 203935 2041 2041 FORT WASHINGTON HIGH YIELD INVESTORS II, LLC 4397135 F STRUCTURED NOTES 19648126 F 24045261 WAIVER OF PREMIUM RESERVE 120000 120000 X 23727291 0 23727291 196741 196741 23924032 17077874 0 17077874 196741 196741 17274615 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 2014 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 2011." 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 - 2908 KAIHIKAPU STREET, HONOLULU, HI 96819. 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 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 383227 PERCENTAGE ALLOCATION 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 AA ELECTRIC, LTD A.G. ELECTRICAL SERVICES, INC. ALII WIRING, INC AMPCO ELECTRICAL SERVICES, INC AMERICAN ELECTRIC CO., LLC AMERICAN PIPING & BOILER CO. AOKI ELECTRIC, LLC ARAKAKI ELECTRIC INC. BIVEN'S ELECTRIC, INC VERIZON FEDERAL, INC. BRILLIANT IDEAS, INC. BOS ELECTRIC 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. ELECTRIC POWER CO. EMK ELECTRIC, LLC ELECTRICAL CONTRACTORS HAWAII INC ENDO JACK ELECTRIC, INC. ELECTRICAL CONTROL INNOVATIONS LLC FAIRWAY ELECTRIC CO., LLC FORCE ELECTRIC, INC. GRANTCO PACIFIC, INC. HH ELECTRIC, INC. HMS CONSTRUCTION, INC. HOWARD T. HAKIKAWA ELECTRICAL CONTRACTING, INC. HENKELS & MCCOY, INC. HIROSE ELECTRIC ISLAND INDUSTRIAL ELECTRIC LLC KAWAKAMI ELECTRIC, INC. KIEWIT INFRASTRUCTURE WEST CO. KOKAMI ELECTRICAL SERVICE, INC. KONA ELECTRIC ROSENDIN ELECTRIC, INC. MVC ELECTRICAL, LLC JAMES SCOTT SPARKMAN NORM'S ELECTRIC P G ELECTRICAL SERVICE, LLC PAR ELECTRICAL CONTRACTORS INC. PACIFIC INDUSTRIAL ELECTRIC PINE VALLEY POWER, INC. PACIFIC POWER ELECT. CONT. LLC PAC ELECTRIC CO., INC POSITIVE ELECTRIC POWER WISE ELECTRICAL SERVICES, LLC POWERNET INC PROGRESSIVE ELECTRIC CO., INC RMH ELECTRIC CO., INC RAMIA ELECTRIC, LLC D&S ELECTRIC INC SK ELECTRIC, INC SAGE ELECTRIC INC M. SAKUMA ELECTRIC, INC 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 VECA ELECTRIC & TECHNOLOGIES WASA ELECTRICAL SERVICES, INC M WATANABE ELECT CONTRACTOR INC STANDARD ELECTRIC INC ELECTRICIANS INC PAUL'S ELECTRICAL CONTRG., LLC. DU-WATTS ELECTRIC, INC. DORVIN D LEIS CO., INC. ELECTRITECH MAUI, INC. LITE ELECTRIC, INC. RKR ENTERPRISES, INC. TESHIMA ELECTRIC INC TYPHOON ELECTRIC & TELECOM LLC LOCAL UNION 1186 IBEW LOCAL UNION 1186 IBEW FCU HAWAII ELECTRICIANS AD OFFICE HAWAII ELECTRICIANS TRAINING FUND HAWAII ELECTRICIANS MARKET ENHANCEMENT PROGRAM FUND 808 ELECTRIC & TELECOM, LLC ABLE ELECTRIC, INC B BAUTISTA ELEC CONTRACTOR LLC DWE, INC. ELECTRIC-O SERVCIES LELEIWI ELECTRIC, INC. R ELECTRIC, INC. PACIFIC CONNECTIONS RON'S ELECTRIC, INC PIONEER ELECTRIC INC CONSOLIDATED ELECTRICAL DIST 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 SOLUTIONS INTEGRITY NETWORKS INC INTERLINX COMMUNICATIONS LLC JUSTICE SYSTEMS CORPORATION PC ENTERPRISES, INC. SEC CORPORATION COMMUNICATION CONSULTING SERVICES, INC.