HAWAII ELECTRICIANS HEALTH & WELFARE FUND: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- HAWAII ELECTRICIANS HEALTH & WELFARE FUND (EIN 99-0104618)
- Tax period
- 2011-10-01 to 2012-09-30
- Filed
- 2013-07-29
- IRS object ID
- 201302109349301170
- Schema version
- 2011v1.5
- 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) |
|---|---|---|
| Timestamp | 2013-07-29T19:51:49-05:00 | Timestamp |
| Tax Period End Date | 2012-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 990155373 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEMKE CHINEN & TANAKA CPA INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 WARD AVENUE SUITE 336 | AddressLine1 |
| City | HONOLULU | City |
| State | HI | State |
| ZIP Code | 968144012 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 990104618 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAWAII ELECTRICIANS HEALTH AND WELFARE FUND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HAWA | NameControl |
| Phone | 8088416169 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1935 HAU STREET ROOM 300 NO 300 | AddressLine1 |
| City | HONOLULU | City |
| State | HI | State |
| ZIP Code | 96819 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PETER AKAMU JODY HANAMOTO | Name |
| Title | UNION TRUSTEE/EMPLOYER TRUSTEE | Title |
| Phone | 8088416169 | Phone |
| Date Signed | 2013-07-25 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TERRY TAKAKI | Name |
| PTIN | P00036112 | PTIN |
| Phone | 8085336254 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | PETER AKAMU JODY HANAMO | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1935 HAU STREET ROOM 300 NO 300 | AddressLine1 |
| City | HONOLULU | City |
| State | HI | State |
| ZIP Code | 96819 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 99910203 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | N/A | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1962 | YearFormation |
| State Legal Domicile | HI | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS ACCORDING TO PLAN RULES AND REGULATIONS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 6 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 6 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 18992515 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 20486641 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2574702 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1320692 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -1794120 | OtherRevenuePriorYear |
| Other Revenue Current Year | 4536616 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 19773097 | TotalRevenuePriorYear |
| Total Revenue Current Year | 26343949 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 12537352 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 14020590 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1545673 | OtherExpensePriorYear |
| Other Expenses Current Year | 1340018 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 14083025 | TotalExpensesPriorYear |
| Total Expenses Current Year | 15360608 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 5690072 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 10983341 | RevenuesLessExpensesCY |
| Total Assets BOY | 64283539 | TotalAssetsBOY |
| Total Assets EOY | 75460955 | TotalAssetsEOY |
| Total Liabilities BOY | 484195 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 678270 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 63799344 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 74782685 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS ACCORDING TO PLAN RULES AND REGULATIONS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 12666365 | Expense |
| Description | TO PROVIDE SELF INSURED BENEFITS TO ELIGIBLE PARTICIPANTS. MEDICAL $7,901,003; DRUG $2,604,884; DENTAL $1,937,526; VISION $222,952. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1354225 | Expense |
| Description | TO PROVIDE GROUP INSURANCE BENEFITS TO ELIGIBLE PARTICIPANTS BY PAYING MONTHLY INSURANCE PREMIUMS TO INSURANCE CARRIERS. STOP LOSS $544,441; HMSA $315,438; PACIFIC GUARDIAN LIFE $494,346. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 581255 | Expense |
| Description | TO PAY FOR ADMINISTRATIVE FEES ASSOCIATED WITH SELF-INSURED CLAIMS PROCESSING. MEDICAL $433,937; DENTAL $122,024; VISION $25,294. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 14601845 | TotalProgramServiceExpense |
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 4 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 6 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 6 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 1 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HI ELECTRICIANS ADMINISTRATIVE OFFI | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8088416169 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1935 HAU STREET ROOM 300 | AddressLine1 |
| City | HONOLULU | City |
| State | HI | State |
| ZIP Code | 96819 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (9 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|
| DAMIEN KIM | |||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 |
| PETER AKAMU | |||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 |
| TRACY HAYASHI | |||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 |
| BRIAN LEE | |||||
| TRUSTEE (ALT) | 0.50 | X | 0 | 0 | 0 |
| RODNEY CHUN | |||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 |
| ROBERT DEWITZ | |||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 |
| JODY HANAMOTO | |||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 |
| AL ITAMOTO | |||||
| TRUSTEE (ALT) | 0.50 | X | 0 | 0 | 0 |
| RONALD KB YEE | |||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| HWMG | |||||
| 737 BISHOP STREET SUITE 1200 | HONOLULU | HI | 96813 | MEDICAL CLAIMS ADMINISTRATOR | 433937 |
| HAWAII DENTAL SERVICE | |||||
| 700 BISHOP STREET SUITE 700 | HONOLULU | HI | 96813 | DENTAL CLAIMS ADMINISTRATOR | 122024 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| EMPLOYER CONTRIB | 900099 | 19462666 | 19462666 |
| RETIREES CONTRIB | 900099 | 878405 | 878405 |
| SELF PAY CONTRIB | 900099 | 127222 | 127222 |
| LIQUIDATED DAMAGES | 900099 | 18348 | 18348 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 20486641 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1217897 | TotalRevenueColumn |
| Exclusion | $1,217,897 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 73669049 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 73566254 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 102795 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 102795 | TotalRevenueColumn |
| Exclusion | $102,795 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|---|
| UNREALIZED LOSS OF INV | 900099 | 4467519 | $4,467,519 | |
| OTHER INCOME | 900099 | 69097 | 69097 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 4536616 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 26343949 | TotalRevenueColumn |
| Related Or Exempt Function Income | 20555738 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $5,788,211 | ExclusionAmount |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14020590 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 581255 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22625 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 74026 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 77756 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16415 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78353 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1659 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1538 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7950 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| HI ELECTRICIANS ADMIN O | 380824 |
| CONSULTANT FEES | 74071 |
| OTHER | 11542 |
| COMPUTER EXPENSES | 7171 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4833 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15360608 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67379 | BOY |
| EOY | 22891 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20360754 | BOY |
| EOY | 15175720 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3869593 | BOY |
| EOY | 4035908 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 77382 | BOY |
| EOY | 62423 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 205976 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 201628 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5886 | BOY |
| EOY | 4348 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32853814 | BOY |
| EOY | 41318933 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7020927 | BOY |
| EOY | 14811538 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27804 | BOY |
| EOY | 29194 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64283539 | BOY |
| EOY | 75460955 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 153596 | BOY |
| EOY | 87444 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 330599 | BOY |
| EOY | 590826 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 484195 | BOY |
| EOY | 678270 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63799344 | BOY |
| EOY | 74782685 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63799344 | BOY |
| EOY | 74782685 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64283539 | BOY |
| EOY | 75460955 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 10983341 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 205976 | OtherCostOrOtherBasis |
| Depreciation | 201628 | Depreciation |
| Book Value | 4348 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 4348 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| FORT WASHINGTON HIGH YIELD INVESTORS II, LLC | 3891898 | F |
| STRUCTURED NOTES | 10919640 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 14811538 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| WAIVER OF PREMIUM RESERVE | $120,000 |
| RECIPROCAL AGREEMENT TRANSFERS | $247,688 |
| INVESTMENT PURCHASE PAYABLE | $223,138 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 590826 | TotalOfAmounts |
| Total Revenue | 26343949 | TotalRevenue |
| Total Expenses | 15360608 | TotalExpenses |
| Excess Or Deficit For Year | 10983341 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | 10983341 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 26266193 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 26266193 | RevenueSubtotal |
| Investment Expenses Not Included | 77756 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 77756 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 26343949 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 15282852 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 15282852 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 77756 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 77756 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 15360608 | TotalExpensesPerForm990 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | ALL DOCUMENTS ARE REVIEWED BY APPROPRIATE INDIVIDUALS 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. | |
| FORM 990, PART VII | RODNEY CHUN - 500 ALA KAWA STREET, #100, HONOLULU, HI 96817. ROBERT DEWITZ - 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. | CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC |
| FORM 990, PART XI, LINE 2C | NO CHANGE IN THE REVIEW PROCESS FROM PRIOR YEAR. BOARD OF TRUSTEES SELECTS AN INDEPENDENT AUDITOR. ADMINISTRATOR AND BOARD OF TRUSTEES FORMALLY REVIEW AND APPROVE THE FINANCIAL STATEMENTS. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|
| 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 TRAINING PLAN | |||||||||
| 1935 HAU STREET | HONOLULU | HI | 96819 | 996005392 | PROVIDING APPRENTICESHIP TRAINING TO ELIGIBLE MEMBERS | HI | 501(C)(5) | 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 SUPPLEMENTARY UNEMPLOYMENT BENEFITS FUND | |||||||||
| 1935 HAU STREET | HONOLULU | HI | 96819 | 990163846 | PROVIDING SUPPLEMENTAL UNEMPLOYMENT, SEVERANCE AND DISBILITY BENEFITS | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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