HAWAII HEALTH AND WELFARE TRUST FUND FOR OPERATING ENGINEERS: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- HAWAII HEALTH AND WELFARE TRUST FUND FOR OPERATING ENGINEERS (EIN 94-6182984)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-12
- IRS object ID
- 201523169349303072
- Schema version
- 2014v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-12T12:39:16-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 300702322 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEMMING MORSE CPA'S AND CONSULTANTS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 BOVET ROAD SUITE 600 | AddressLine1Txt |
| City | SAN MATEO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 946182984 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAWAII HEALTH AND WELFARE TRUST | BusinessNameLine1Txt |
| Business Name Line2 | FUND FOR OPERATING ENGINEERS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HAWA | BusinessNameControlTxt |
| Phone | 5103373050 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1640 SOUTH LOOP ROAD | AddressLine1Txt |
| City | ALAMEDA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94502 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRUSTEE TRUSTEE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5103373050 | PhoneNum |
| Signature | 2015-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P01781096 | PTIN |
| Phone | 4158364000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1640 SOUTH LOOP ROAD | AddressLine1Txt |
| City | ALAMEDA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94502 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $106,162,581 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1967 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $17,160,390 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $18,366,410 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,623,658 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,444,819 | CYInvestmentIncomeAmt |
| PY Other Revenue | $64,591 | PYOtherRevenueAmt |
| CY Other Revenue | $372,664 | CYOtherRevenueAmt |
| PY Total Revenue | $19,848,639 | PYTotalRevenueAmt |
| CY Total Revenue | $21,183,893 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $21,114,035 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $26,100,840 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,030,013 | PYOtherExpensesAmt |
| CY Other Expenses | $1,097,346 | CYOtherExpensesAmt |
| PY Total Expenses | $22,144,048 | PYTotalExpensesAmt |
| CY Total Expenses | $27,198,186 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,295,409 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$6,014,293 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $59,197,725 | TotalAssetsBOYAmt |
| Total Assets EOY | $57,709,259 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $15,873,849 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $20,350,120 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $43,323,876 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $37,359,139 | NetAssetsOrFundBalancesEOYAmt |
| Mission | NONE | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS COVERED BY COLLECTIVE BARGAINING AGREEMENTS BETWEEN EMPLOYERS AND THE UNION. | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 7 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASSOCIATED THIRD PARTY ADMIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5103373050 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1640 SOUTH LOOP ROAD | AddressLine1Txt |
| City | ALAMEDA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94502 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|
| RUSSELL BURNS | |||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 |
| LANCE INOUYE | |||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 |
| KATHLEEN THURSTON | |||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 |
| RODNEY NOHARA | |||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 |
| DAN REDING | |||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 |
| PANE MEATOGA | |||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 |
| STEVE INGERSOLL | |||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ASSOCIATED THIRD PARTY ADMINISTRATOR | |||||
| 1640 SOUTH LOOP ROAD | ALAMEDA | CA | 94502 | CONTRACT ADMINISTRATOR | $320,508 |
| SEGAL | |||||
| 100 MONTGOMERY STREE SUITE 500 | SAN FRANCISCO | CA | 94104 | CONSULTANT | $100,376 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | $18,321,429 | $18,321,429 |
| EMPLOYEE CONTRIBUTION | 900099 | $44,981 | $44,981 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $18,366,410 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,300,844 | TotalRevenueColumnAmt |
| Exclusion | $1,300,844 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $86,122,663 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $84,978,688 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,143,975 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,143,975 | TotalRevenueColumnAmt |
| Exclusion | $1,143,975 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EXPERIENCE REFUNDS | 900099 | $291,117 | $291,117 |
| LIQUIDATED DAMAGES | 900099 | $32,184 | $32,184 |
| SECURITIES LITIGATION INCOME | 900099 | $27,580 | $27,580 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,783 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $21,783 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $372,664 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,183,893 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $18,739,074 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,444,819 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,100,840 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $270,539 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,282 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,763 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $222,592 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,554 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,154 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,844 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,787 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| MULTI-PLAN SERVICES | $285,808 |
| PATIENT CARE OUTCOME RE | $9,618 |
| PRINTING AND POSTAGE | $7,088 |
| MISCELLANEOUS | $5,317 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,000 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,198,186 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $583,757 | BOYAmt |
| EOY | $1,133,067 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,472,525 | BOYAmt |
| EOY | $820,731 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,144,418 | BOYAmt |
| EOY | $1,568,208 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,522,063 | BOYAmt |
| EOY | $51,700,926 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $474,962 | BOYAmt |
| EOY | $2,486,327 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,197,725 | BOYAmt |
| EOY | $57,709,259 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,045 | BOYAmt |
| EOY | $27,737 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,837,804 | BOYAmt |
| EOY | $20,322,383 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,873,849 | BOYAmt |
| EOY | $20,350,120 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,323,876 | BOYAmt |
| EOY | $37,359,139 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,323,876 | BOYAmt |
| EOY | $37,359,139 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,197,725 | BOYAmt |
| EOY | $57,709,259 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$6,014,293 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $49,556 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| GROUP INSURANCE PREMIUMS PAYABLE | $6,008,074 |
| SELF-FUNDED CLAIMS PAYABLE | $56,891 |
| BANK OF HOURS LIABILITY | $13,779,000 |
| DEATH BENEFIT LIABILITY | $270,000 |
| DUE TO OTHER TRUSTS | $208,418 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $20,322,383 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $21,233,449 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $49,556 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $49,556 | RevenueNotReportedAmt |
| Revenue Subtotal | $21,183,893 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $21,183,893 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $27,198,186 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $27,198,186 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $27,198,186 | TotalExpensesPerForm990Amt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, PART IV, LINE 34 | FormAndLineReferenceDesc |
| Explanation | 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 CONTRIBUTIONS EMPLOYERS, HOWEVER, THAT LIST DOES NOT INCLUDE FEDERAL TAX CLASSIFICATION. THEREFORE, THE LIST OF CONTRIBUTING EMPLOYERS IS REPORTED ON PART VII, SUPPLEMENTAL INFORMATION. OPER ENGR HAWAII IND STABILIZATION OPER ENGR LOCAL 3 OPERATING ENGINEERS #3 OPER ENGR HAWAII IND STABILIZATION OPER ENGR LOCAL 3 OPER ENGR LOCAL 3 OPER ENGR LOCAL 3 DISABILITY OPERATING ENGINEERS #3 BERKEL & CO CNTRCTRS INC BSR RENTALS CHARLES PANKOW BUILDERS LTD WATTS CONSTRUCTORS, LLC NORDIC PCL CONSTRUCTION INC JAYAR CONSTRUCTION INC HEALY TIBBITTS BUILDERS INC JOHNSON BROS CORPORATION SKYLANI CLEANING CONTRS WASA ELECTRICAL SVC TAJIRI CONSTRUCTION LLC THE H. E. JOHNSON COMPANY INC. KOGA S & M SAKAMOTO INC ROYAL CONTR CO LTD MOCON CORPORATION AMERICAN CIVIL CONSTRUCTORS TOMCO CORP SAMSUNG ENG & CONST AMERICA INC D & C PLUMBING INC RALPH S INOUYE CO LTD AFC HAWAII INC BIG ISLAND CRANE, INC. T IIDA CONTRACTING LTD GOODFELLOW BROS INC JAMES W. FOWLER COMPANY J S R EQUIPMENT INC BLASTING TECHNOLOGY INC DCK PACIFIC CONSTRUCTION LLC ISEMOTO CONTR CO LTD EDWARDS & SANDS DELTA CONST CORP WALKER-MOODY ASPHALT MAINTENANCE HAWAIIAN CRANE&RIGG LTD RONS CONST CO FRONTIER - KEMPER CONSTRUCTORS, INC. GOODFELLOW BROS INC AMERICAN PIPING & BOILER CO ALL SITE CONSTRUCTION, LLC REISOC CONSTRUCTION, LLC ASSOC STEEL WORKERS LTD MEGA CONST INC KAUAI DRILLING & SHORING INC THURSTON-PACIFIC INC SHIOI CONSTRUCTION INC. JDS CONSTRUCTION, LLC KIEWIT INFRASTRUCTURE WEST CO 808 UNDERGROUND UTILITIES, INC. KIEWIT INFRASTRUCTURE WEST CO ALLIED CONSTRUCTION INC SOUTHLAND MOLE JV LANDAN CONSTRUCTION, INC. OKADA TRUCKING CO LTD KAIKOR CONSTRUCTION COMAPNY INC. HAWAIIAN DREDGING&CONS NAN, INC. KAUAI BUILDERS LTD HIGHWAY CONST CO LTD CONDON-JOHNSON & ASSOC EXCAVATIONS ETC., INC SWINERTON BUILDERS IDEAL CONST INC CMZ OF HAWAII INC ROJAC CONSTRUCTION INC R M Y CONSTRUCTION GARNER CONSTRUCTION WBE INC JENNINGS PACIFIC LLC RHS LEE INC R-ELECTRIC INC B J REESS ENTERPRISE ROCKPILE TRUCKING INC. AMAZON CONST INC KAMALII TRCKG & RTL INC JJS CONSTRUCTION INC EARTHWORKS PACIFIC MUTUAL WELDING CO LTD MAHELU BOBCATS INC PARSONS RCI MAUI CRANE SERVICE ARISUMI BROTHERS INC LEIGH DIVERSIFIED OBRIEN STEEL ERECTORS INC PENHALL COMPANY ROAD AND HIGHWAY BUILDERS, LLC AMERICAN MARINE CORP A C EXCAVATORS INC HAYWARD BAKER TOKUNAGA MASONRY INC JACK ENDO ELECTRIC INC FRANK COLUCCIO CONST CO FTE SERVICES LLC SITE ENGINEERING INC INTEGRATED CONSTRUCTION INC SAN CONSTRUCTION LLC G W CONSTRUCTION PRIMATECH CONSTRUCTION INC C J PETERSON SERVICE INC DIAMOND PLUMBING CO INC COMMERCIAL ELECTRIC INC MAUI CRANE LEASING INC MAUI KUPONO BUILDERS LLC PARADIGM CONSTRUCTION LLC NATIONAL STEEL ERECTORS CORP HAWAII PACIFIC CONC & PAVING INC PACIFIC PILE & CRANE INC LEDCOR CONSTRUCTION HAWAII ONIPAA CRANE & RIGGING FOUNDATION INTL INC DYK PRESTRESSED TANKS INC GROUP BUILDERS INC SEABURG CONSTRUCTION SALINAS CONSTRUCTION INC. SUPERIOR CONCRETE SVCS INC DURA CONSTRUCTORS INC PAHOA CONTRACTING INC ALBERT C KOBAYASHI INC MAUI PAVING ROAD AND HIGHWAY BUILDERS, LLC ROAD BUILDERS CORP MAUI PAVING ROAD BUILDERS CORP GRACE PACIFIC LLC GRACE PACIFIC LLC ROAD & HIGHWAY BUILDERS LOPEZ TRUCKING & SONS, LLC NK INOUYE TRUCKING HT&T HAWAII LLC B & C SERVICES, INC WAYNE'S ENTERPRISES INC WALLY RITA TRUCKING, INC. HAWAII OCEAN VIEW AMERICAN MARINE CORP R. W. PALAMA & SONS INC ORCHID ISLE AUTO CENTER CUMMINGS FAMILY TRUCKING LLC KAUAI VETERANS EXPRESS CO HAWAII-AMERICAN WATER COMPANY WAALANI ENTERPRISES OPERATING ENGINEERS #3 KUA'ANA TRUCKING INC ERRG THE ERECTION COMPANY INC INFINITY CONTRACTING LLC GRAMERCY GROUP, INC DOC BAILEY CONSTRUCTION EQUIPMENT INC. CBI SERVICES INC OFFSET GENERAL CONTRACTOR ADVANCED ENTERPRISES VELLUTINI CORPORATION FOWLER-HDCC JV HONOLULU BUILDERS, LLC NORTHSTAR CONTRACTING GROUP, INC. ISLAND MOVERS INC HAWAII GOLF CONSTRUCTION LLC LAYNE CHRISTENSEN STEELTECH, INC NORTHSTAR CONTRACTING GROUP, INC. TOM'S BACKHOE AND EXCAVATION CO., INC. KIEWIT/KOBAYASHI, A JOINT VENTURE SALINAS CONSTRUCTION INC. CBI SERVICES INC A-1 CONSTRUCTION CORPORATION NORTHWEST LININGS & GEOTEXTILE PRODUCTS, INC WALSH CONSTRUCTION COMPANY ROBERT A BOTHMAN INC SOUTHEAST DIRECTIONAL DRILLING OPER ENG CREDIT UNION OPER ENG CREDIT UNION E S INOUYE INC OPER ENGR LOCAL 3 K & H EQUIP & RENTALS JOJIS TRUCKING OHANA CONCRETE PUMPING CO INC MAUI MAYCO PUMP SVCS INC FOUNDATIONS HAWAII, INC AMERICAN STNDRD CNCR HAWAII CONCRETE PUMPING CO INC FONG CONST CO LTD CONSOLIDATED ENGINEERING LABS, INC C J PETERSON SERVICE INC BRIAN H SMITH DEMOLITION & EXCAVATING, INC. AMAZON CONST INC PACIFIC CONCRETE CUTTING & CORING RHS LEE INC J & J INC TAJIRI LUMBER LTD CORALCO CORP SAN CONSTRUCTION LLC PENHALL COMPANY FOUNDATIONS HAWAII, INC OHANA CONCRETE PUMPING CO INC AMERICAN STNDRD CNCR HAWAII CONCRETE PUMPING CO INC MAUI MAYCO PUMP SVCS INC PINERIDGE FARMS PINERIDGE FARMS PINERIDGE FARMS SOUTHEAST DIRECTIONAL DRILLING MALCOLM DRILLING REB CONSTRUCTION CO INC CONDON-JOHNSON & ASSOC | ExplanationTxt |
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