2014-07-15T13:36:04-05:00 2013-09-30 990155373 LEMKE CHINEN & TANAKA CPA INC 210 WARD AVENUE SUITE 336 HONOLULU HI 968144012 990 2012-10-01 990104618 HAWAII ELECTRICIANS HEALTH AND WELFARE FUND HAWA 8088416169 1935 HAU STREET ROOM 300 NO 300 HONOLULU HI 96819 TRACY HAYASHI JODY HANAMOTO 8088416169 2014-07-15 1 TERRY TAKAKI P00036112 8085336254 2012 2015-11-30 17:44:51Z TRACY HAYASHI JODY HANA 1935 HAU STREET ROOM 300 NO 300 HONOLULU HI 96819 125857116 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 20486641 20475597 1320692 2635137 4536616 342593 26343949 23453327 0 0 14020590 15757240 0 0 0 0 0 1340018 1578161 15360608 17335401 10983341 6117926 75460955 81188102 678270 287491 74782685 80900611 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS ACCORDING TO PLAN RULES AND REGULATIONS. 0 0 14666208 TO PROVIDE SELF INSURED BENEFITS TO ELIGIBLE PARTICIPANTS. MEDICAL $9,734,719; DRUG $2,590,586; DENTAL $2,131,628; VISION $209,275. 1091032 TO PROVIDE GROUP INSURANCE BENEFITS TO ELIGIBLE PARTICIPANTS BY PAYING MONTHLY INSURANCE PREMIUMS TO INSURANCE CARRIERS. STOP LOSS $141,977; HMSA $308,952; PACIFIC GUARDIAN LIFE $640,103. 671780 TO PAY FOR ADMINISTRATIVE FEES ASSOCIATED WITH SELF-INSURED CLAIMS PROCESSING. MEDICAL $497,574; DENTAL $140,203; VISION $34,003. 16429020 0 0 0 0 0 0 0 0 0 1 1 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 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 DAMIEN KIM 0.50 X 0 0 0 PETER AKAMU 0.50 X 0 0 0 TRACY HAYASHI 0.50 X 0 0 0 BRIAN LEE 0.50 X 0 0 0 RODNEY CHUN 0.50 X 0 0 0 JODY HANAMOTO 0.50 X 0 0 0 AL ITAMOTO 0.50 X 0 0 0 RONALD KB YEE 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 497574 HAWAII DENTAL SERVICE 700 BISHOP STREET SUITE 700 HONOLULU HI 96813 DENTAL CLAIMS ADMINISTRATOR 140203 SEGAL CONSULTING 100 MONTGOMERY STREET SUITE 500 SAN FRANCISCO HI 94104 CONSULTANT 113000 3 EMPLOYER CONTRIB 900099 19420949 19420949 RETIREES CONTRIB 900099 893245 893245 SELF PAY CONTRIB 900099 128715 128715 LIQUIDATED DAMAGES 900099 32688 32688 20475597 1693798 1693798 103345128 102403789 941339 941339 941339 OTHER INCOME 900099 206932 206932 UNREALIZED LOSS OF INVESTMENTS 900099 135661 135661 342593 23453327 20682529 0 2770798 15757240 671780 32791 45411 187009 9052 78353 3506 1224 7995 HI ELECTRICIANS ADMIN O 407678 CONSULTANT FEES 113000 OTHER 9851 BANK FEES 5909 4602 17335401 22891 32020 15175720 6080303 4035908 3472994 62423 27437 205976 202852 4348 3124 41318933 55712782 14811538 15828789 29194 30653 75460955 81188102 87444 79442 590826 208049 678270 287491 X 74782685 80900611 0 0 0 0 74782685 80900611 75460955 81188102 6117926 0 X X 0 1 X 1 0 205976 202852 3124 3124 FORT WASHINGTON HIGH YIELD INVESTORS II, LLC 4092163 F STRUCTURED NOTES 11736626 F 15828789 WAIVER OF PREMIUM RESERVE 120000 RECIPROCAL AGREEMENT TRANSFERS 88049 208049 23266318 0 23266318 187009 187009 23453327 17148392 0 17148392 187009 187009 17335401 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. CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC 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 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 HAWAII ELECTRICIANS VACATION & HOLIDAY PLAN 1935 HAU STREET HONOLULU HI 96819 996015951 PROVIDING VACATION AND HOLIDAY BENEFITS TO ELIGIBLE PARTICIPANTS HI 501(C)(9) 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 HAWAII ELECTRICIANS ADMINISTRATIVE OFFICE 1935 HAU STREET HONOLULU HI 96819 990109237 TO ALLOCATE COMMON EXPENSES AMOUNG THE ELECTRICIANS TRUST FRUNDS HI N/A C 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 HAWAII ELECTRICIANS ADMINISTRATIVE OFFICE O 407678 PERCENTAGE ALLOCATION