2015-11-12T12:39:16-06:00 2014-12-31 300702322 HEMMING MORSE CPA'S AND CONSULTANTS 155 BOVET ROAD SUITE 600 SAN MATEO CA 94402 990 2014-01-01 946182984 HAWAII HEALTH AND WELFARE TRUST FUND FOR OPERATING ENGINEERS HAWA 5103373050 1640 SOUTH LOOP ROAD ALAMEDA CA 94502 TRUSTEE TRUSTEE TRUSTEE 5103373050 2015-11-05 1 P01781096 4158364000 2014 2016-02-25 16:41:14Z 1640 SOUTH LOOP ROAD ALAMEDA CA 94502 106162581 0 X N/A X 1967 CA TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS. 7 7 0 0 0 0 0 0 17160390 18366410 2623658 2444819 64591 372664 19848639 21183893 0 0 21114035 26100840 0 0 0 0 0 1030013 1097346 22144048 27198186 -2295409 -6014293 59197725 57709259 15873849 20350120 43323876 37359139 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 0 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 7 0 0 1 0 0 0 0 0 0 0 0 X 7 7 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 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 STEVE INGERSOLL TRUSTEE 5.00 X 0 0 0 0 0 0 0 0 0 0 ASSOCIATED THIRD PARTY ADMINISTRATOR 1640 SOUTH LOOP ROAD ALAMEDA CA 94502 CONTRACT ADMINISTRATOR 320508 SEGAL 100 MONTGOMERY STREE SUITE 500 SAN FRANCISCO CA 94104 CONSULTANT 100376 2 EMPLOYER CONTRIBUTIONS 900099 18321429 18321429 EMPLOYEE CONTRIBUTION 900099 44981 44981 18366410 1300844 1300844 86122663 84978688 1143975 1143975 1143975 EXPERIENCE REFUNDS 900099 291117 291117 LIQUIDATED DAMAGES 900099 32184 32184 SECURITIES LITIGATION INCOME 900099 27580 27580 21783 21783 372664 21183893 18739074 0 2444819 26100840 270539 72282 23763 222592 150554 1154 22844 20787 MULTI-PLAN SERVICES 285808 PATIENT CARE OUTCOME RE 9618 PRINTING AND POSTAGE 7088 MISCELLANEOUS 5317 5000 27198186 583757 1133067 4472525 820731 1144418 1568208 52522063 51700926 474962 2486327 59197725 57709259 36045 27737 15837804 20322383 15873849 20350120 X 0 0 0 0 43323876 37359139 43323876 37359139 59197725 57709259 -6014293 49556 0 X X 0 1 X 1 0 0 GROUP INSURANCE PREMIUMS PAYABLE 6008074 SELF-FUNDED CLAIMS PAYABLE 56891 BANK OF HOURS LIABILITY 13779000 DEATH BENEFIT LIABILITY 270000 DUE TO OTHER TRUSTS 208418 20322383 21233449 49556 49556 21183893 0 21183893 27198186 0 27198186 0 27198186 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. 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. 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