2014-06-12T13:15:44-05:00 2013-07-31 990155373 LEMKE CHINEN & TANAKA CPA INC 210 WARD AVENUE SUITE 336 HONOLULU HI 968144012 990 2012-08-01 990166475 HAWAII IRON WORKERS' HEALTH AND WELFARE PLAN HAWA 8086718225 94-497 UKEE ST WAIPAHU HI 96797 JOSEPH O'DONNELL JOHN WATANABE 8086718225 2014-06-12 1 DIANE HOSOKAWA P00922102 8085336254 2012 2015-11-30 17:44:51Z JOSEPH O'DONNELL JOHN W 94-497 UKEE ST WAIPAHU HI 96797 20687712 0 X N/A X 1975 HI TO PROVIDE HEALTH AND WELFARE BENEFITS TO EMPLOYEES, THEIR FAMILIES OR DEPENDENTS SATISFYING ELIGIBILITY REQUIREMENTS AS DETERMINED BY THE TRUSTEES 12 12 0 0 0 0 0 0 5753541 5384184 696418 523874 37579 -71910 6487538 5836148 0 0 5845521 5671050 0 0 0 0 0 469533 446899 6315054 6117949 172484 -281801 15154554 14867282 27011 21540 15127543 14845742 TO PROVIDE HEATH AND WELFARE BENEFITS TO EMPLOYEES, THEIR FAMILIES, OR DEPENDENTS SATISFYING ELIGIBILITY REQUIREMENTS AS DETERMINED BY THE TRUSTEES. 0 0 4486725 TO PROVIDE MEDICAL AND DENTAL BENEFITS FOR EMPLOYEES, THEIR FAMILIES, OR DEPENDENTS. (HMAA $3,081,488; KAISER $964,062; HMSA $441,175) 668255 TO PROVIDE SUPPLEMENTARY ASSISTANCE TO RETIREES FOR PREMIUMS DUE. 230743 TO PROVIDE LIFE INSURANCE AND TDI BENEFITS FOR PLAN PARTICIPANTS. 5385723 0 0 0 0 0 0 0 0 0 1 0 0 0 0 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 2 0 1 0 0 0 0 0 0 0 X 12 12 1 0 0 0 0 0 0 1 1 1 0 1 1 1 1 1 1 0 0 0 X HI IRON WORKERS ADMINISTRATIVE OFFI 8086718225 94-497 UKEE ST WAIPAHU HI 96797 X JOSEPH O'DONNELL 0.50 X 0 0 0 CLYDE EUGENIO 0.50 X 0 0 0 JOHN WATANABE 0.50 X 0 0 0 SHON TGP MOEA'I 0.50 X 0 0 0 STEVEN TOGAMI 0.50 X 0 0 0 EDSON HOO 0.50 X 0 0 0 DANIEL WOO 0.50 X 0 0 0 LINCOLN NAIWI 0.50 X 0 0 0 ARNOLD WONG 0.50 X 0 0 0 DOUGLAS EWART 0.50 X 0 0 0 BRONSON PARIS 0.50 X 0 0 0 T KAWIKA CHUN 0.50 X 0 0 0 MELVIN KAHELE 0.50 X 0 0 0 0 0 0 0 0 0 0 0 EMPLOYERS' CONTRIB. 900099 4957531 4957531 SELF-PAYMENTS 900099 362663 362663 LIQUIDATED DAMAGES 900099 63990 63990 5384184 422103 422103 14953335 14851564 101771 101771 101771 MISCELLANEOUS INCOME 900099 12 12 UNREALIZED GAINS/LOSSES 900099 -71922 -71922 -71910 5836148 5384184 0 451964 5671050 29827 42408 115587 2087 1104 28343 679 6684 REIMBURSEMENT TO ADMIN. 138932 CONSULTANTS FEES 56393 TAXES - TDI 13024 BAD DEBT EXPENSE 11831 6117949 1441839 2023509 681332 577891 73205 130763 35481 32178 3982 3303 12954196 12131816 15154554 14867282 27011 21540 27011 21540 X 15127543 14845742 0 0 0 0 15127543 14845742 15154554 14867282 -281801 0 X X 0 1 X 1 0 35481 32178 3303 3303 5708730 0 5708730 115587 11831 127418 5836148 5990531 0 5990531 115587 11831 127418 6117949 PART XI, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 11,831. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 11,831. FORM 990, PART VI, SECTION A, LINE 2 SHON MOEA'I (UNION TRUSTEE) AND BRONSON PARIS (UNION TRUSTEE) ARE BROTHERS. JOHN WATANABE (MANAGEMENT TRUSTEE) AND DANIEL WOO (MANAGEMENT TRUSTEE) WORK FOR THE SAME EMPLOYER, S&M WELDING CO., LTD. FORM 990, PART VI, SECTION B, LINE 11 ALL DOCUMENTS ARE REVIEWED BY MANAGEMENT TRUSTEE AND UNION TRUSTEE REPRESENTATIVES BEFORE SIGNING AND FILING. FORM 990, PART VI, SECTION B, LINE 12C POLICY IS REVIEWED BY THE BOARD OF TRUSTEES ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 POLICIES ARE MADE AVAILABLE TO THE MEMBERS UPON REQUEST. CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC FORM 990, PART VII CLYDE EUGENIO - 2325 APAPA STREET, PEARL CITY, HI 96782. JOHN WATANABE - 1320 KALANI STREET #202, HONOLULU, HI 96817. STEVEN TOGAMI - P.O. BOX 3537, HONOLULU, HI 96821. EDSON HOO - 850 AHUA STREET, HONOLULU, HI 96819. DANIEL WOO - 1320 KALANI STREET #202, HONOLULU, HI 96817. DOUGLAS EWART - P.O. BOX 700028, KAPOLEI, HI 96709. T. KAWIKA CHUN - 2846 UALENA STREET #5, HONOLULU, HI 96819. FORM 990, PART XI, LINE 2C NO CHANGE IN REVIEW PROCESS FROM PRIOR YEAR. BOARD OF TRUSTEES SELECTS AN INDEPENDENT AUDITOR. ADMINISTRATOR AND BOARD OF TRUSTEES FORMALLY REVIEW AND APPROVE THE FINANCIAL STATEMENTS. HAWAII IRON WORKERS VACATION AND HOLIDAY TRUST FUND 94-497 UKEE STREET WAIPAHU HI 96797 990166477 TO PROVIDE VACATION AND HOLIDAY BENEFITS TO ELIGIBLE PLAN PARTICIPANTS HI 501(C)(9) N/A 0 HAWAII IRON WORKERS TRAINING TRUST FUND 94-497 UKEE STREET WAIPAHU HI 96797 990168649 TO PROVIDE TRAINING BENEFITS TO ELIGIBLE MEMBERS HI 501(C)(5) N/A 0 HAWAII IRON WORKERS' ADMINISTRATIVE OFFICE 94-497 UKEE STREET WAIPAHU HI 96797 990164675 TO PROVIDE ADMINISTRATIVE SERVICES TO THE VARIOUS IRON WORKERS' TRUST FUNDS HI N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 HAWAII IRON WORKERS' ADMINISTRATIVE OFFICE P 138932 PLAN ASSET PERCENTAGE ALLOCATION