2013-06-06T17:09:34-05:00 2012-07-31 990155373 LEMKE CHINEN & TANAKA CPA INC 210 WARD AVENUE SUITE 336 HONOLULU HI 968144012 990 2011-08-01 990166475 HAWAII IRON WORKERS' HEALTH AND WELFARE PLAN HAWA 8086718225 94-497 UKEE ST WAIPAHU HI 96797 JOSEPH O'DONNELL EDSON HOO 8086718225 2013-05-17 1 DIANE HOSOKAWA P00922102 8085336254 2011 2016-02-25 16:41:14Z JOSEPH O'DONNELL EDSON 94-497 UKEE ST WAIPAHU HI 96797 32619968 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 5508025 5753541 534541 696418 -1841 37579 6040725 6487538 0 0 5029389 5845521 0 0 0 0 0 523133 469533 5552522 6315054 488203 172484 14982836 15154554 27777 27011 14955059 15127543 TO PROVIDE HEATH AND WELFARE BENEFITS TO EMPLOYEES, THEIR FAMILIES, OR DEPENDENTS SATISFYING ELIGIBILITY REQUIREMENTS AS DETERMINED BY THE TRUSTEES. 0 0 4590418 TO PROVIDE MEDICAL AND DENTAL BENEFITS FOR EMPLOYEES, THEIR FAMILIES, OR DEPENDENTS. (HMAA $3,145,682; KAISER $962,469; HMSA $482,267) 668519 TO PROVIDE SUPPLEMENTARY ASSISTANCE TO RETIREES FOR PREMIUMS DUE. 257687 TO PROVIDE SUPPLEMENTARY ASSISTANCE TO ACTIVE PARTICIPANTS WHO TEMPORARILY LOST COVERAGE FOR PREMIUMS DUE. 5516624 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 0 1 3 0 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 0 0 0 0 0 0 0 0 EMPLOYERS' CONTRIB. 900099 5235163 5235163 SELF-PAYMENTS 900099 505765 505765 LIQUIDATED DAMAGES 900099 12613 12613 5753541 434657 434657 26394191 26132430 261761 261761 261761 UNREALIZED GAINS/LOSSE 900099 36998 36998 MISCELLANEOUS INCOME 900099 581 581 37579 6487538 5753541 0 733997 5845521 27151 42408 123259 4420 3441 41244 1038 6487 REIMBURSEMENT TO ADMIN. 143725 CONSULTANTS FEES 54531 TAXES - TDI 13095 BAD DEBT EXPENSE 8734 6315054 5749806 1441839 570905 681332 63579 73205 35481 31499 4292 3982 8594254 12954196 14982836 15154554 27777 27011 27777 27011 X 14955059 15127543 0 0 0 0 14955059 15127543 14982836 15154554 172484 0 X X 0 1 1 X 0 35481 31499 3982 3982 6487538 6315054 172484 172484 6355545 0 6355545 123259 8734 131993 6487538 6183061 0 6183061 123259 8734 131993 6315054 PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 8,734. PART XIII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 8,734. 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 ANNUITY TRUST FUND 94-497 UKEE STREET WAIPAHU HI 96797 990176931 TO PROVIDE ANNUITY BENEFITS TO ELIGIBLE MEMBERS HI 401(A) N/A 0 HAWAII STRUCTURAL IRON WORKERS PENSION PLAN 94-497 UKEE STREET WAIPAHU HI 96797 996025105 TO PROVIDE PENSION BENEFITS TO ELIGIBLE MEMBERS HI 401(A) 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 1 0 0 0 HAWAII IRON WORKERS' ADMINISTRATIVE OFFICE O 143725 PLAN ASSET PERCENTAGE ALLOCATION