2013-11-13T18:04:47-06:00 2012-12-31 990155373 LEMKE CHINEN & TANAKA CPA INC 220 WARD AVENUE SUITE 336 HONOLULU HI 968144012 990 2012-01-01 996018519 HAWAII SHOPMENS' HEALTH & WELFARE TRUST FUND HAWA 8085239411 222 SOUTH VINEYARD STREET NO PH 4 HONOLULU HI 96813 DARIN YOSHIZUMI-UNION TRUSTEE 8085239411 2013-10-09 1 DIANE HOSOKAWA P00922102 8085336254 2012 2016-02-24 21:20:13Z DARIN YOSHIZUMI 91-1009 HANAPAA STREET KAPOLEI HI 96707 518950 0 X N/A X 1968 HI THE FUND PROVIDES HEALTH & WELFARE BENEFITS TO PARTICIPATING EMPLOYEES AND OTHER BENEFICIARIES OF EMPLOYERS WHO CONTRIBUTE TO THE FUND 8 8 0 0 0 0 0 0 37741 215371 -4486 -3533 7964 3588 41219 215426 0 0 0 221173 191885 4500 0 0 0 153408 125294 345293 350967 -304074 -135541 471851 324764 12110 564 459741 324200 THE FUND PROVIDES HEALTH & WELFARE BENEFITS TO PARTICIPATING EMPLOYEES AND OTHER BENEFICIARIES OF EMPLOYERS WHO CONTRIBUTE TO THE FUND 0 0 197392 PLAN PROVIDES MEDICAL BENEFITS (MEDICAL,HOSPITAL, MAJOR MEDICAL,SURGICAL,VISION,& PRESCRIPTION DRUGS) FOR ELIGIBLE EMPLOYEES OF EMPLOYERS SIGNATORY TO THE COLLECTIVE BARGAINING AGREEMENT. 12062 PLAN PROVIDES LIFE INSURANCE BENEFITS FOR ELIGIBLE EMPLOYEES OF EMPLOYERS SIGNATORY TO THE COLLECTIVE BARGAINING AGREEMENT. 11719 PLAN PROVIDES DENTAL BENEFITS FOR ELIGIBLE EMPLOYEES OF EMPLOYERS SIGNATORY TO THE COLLECTIVE BARGAINING AGREEMENT. (GROSS PAYMENT OF $11,781 - SURPLUS REIMBURSEMENT OF $62 = $11,719) 221173 0 0 0 0 0 0 0 0 0 0 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 4 0 0 0 0 0 0 0 0 X 8 8 1 0 0 0 0 0 0 1 1 1 0 1 1 1 1 1 1 0 0 0 X GROUP PLAN ADMINISTRATORS INC 8085239411 222 S VINEYARD ST PH4 HONOLULU HI 96813 DANIEL WOO 0.50 X 0 0 0 T KAWIKA CHUN 0.50 X 0 0 0 TODD KIMURA 0.50 X 0 0 0 CHRISTOPHER CHUN FORMER 0.50 X 0 0 0 EUGENE PARIS 0.50 X 0 0 0 DARIN YOSHIZUMI 0.50 X 0 1200 0 JOHN KAOPUA III 0.50 X 3900 0 0 TAUAO'O TALAEAI 0.50 X 600 0 0 T GEORGE PARIS 0.50 X 0 0 0 THOMAS CHUN 0.50 X 0 0 0 4500 1200 0 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 900099 188160 188160 EMPLOYEES CONTRIBUTION 900099 27211 27211 215371 313 313 299678 303524 -3846 -3846 -3846 UNREALIZED APPRECIATIO 900001 3588 3588 3588 215426 215371 0 55 221173 4500 2592 23037 685 5127 2496 736 ADMINISTRATIVE FEES 61470 CONSULTANT FEES 28300 DUES AND SUBSCRIPTION 755 PAYROLL AUDIT FEES 96 350967 160158 248898 9004 72908 2753 2958 299936 0 471851 324764 12110 564 12110 564 X 459741 324200 0 0 0 0 459741 324200 471851 324764 -135541 0 X X 0 1 X 1 0 0 215426 0 215426 0 215426 350967 0 350967 0 350967 FORM 990, PART VI, SECTION A, LINE 2 T. KAWIKA CHUN (EMPLOYER TRUSTEE), TODD KIMURA (EMPLOYER TRUSTEE), CHRISTOPHER CHUN (FORMER EMPLOYER TRUSTEE), AND THOMAS CHUN (EMPLOYER TRUSTEE) ALL WORK FOR THE SAME EMPLOYER. EMPLOYER TRUSTEE T. KAWIKA CHUN IS FORMER EMPLOYER TRUSTEE CHRISTOPHER CHUN'S UNCLE. EMPLOYER TRUSTEE T. KAWIKA CHUN IS EMPLOYER TRUSTEE THOMAS CHUN'S BROTHER. FORM 990, PART VI, SECTION B, LINE 11 ALL DOCUMENTS ARE REVIEWED BY TRUSTEE REPRESENTATIVES PRIOR TO 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 18 FORM 990 IS MADE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC FORM 990, PART VII DANIEL WOO - 1320 KALANI STREET #202, HONOLULU, HI 96817. T. KAWIKA CHUN - 2846 UALENA STREET #5, HONOLULU, HI 96819. TODD KIMURA - 2846 UALENA STREET #5, HONOLULU, HI 96819. CHRISTOPHER CHUN (FORMER) - 2846 UALENA STREET #5, HONOLULU, HI 96819. EUGENE PARIS - 94-497 UKEE STREET, WAIPAHU, HI 96797. DARIN YOSHIZUMI - 91-1009 HANAPAA STREET, KAPOLEI, HI 96707. JOHN KAOPUA III - 89-621 HALEAKALA AVENUE, NANAKULI, HI 96792. TAUAO'O TALAEAI - 91-1774 NIULELO PLACE, EWA BEACH, HI 96706. T GEORGE PARIS - 94-497 UKEE STREET, WAIPAHU, HI 96797. THOMAS CHUN - 2846 UALENA STREET #5, HONOLULU, HI 96819. FORM 990, PART XII, LINE 2C: NO CHANGE IN REVIEW PROCESS FROM PRIOR YEAR. BOARD OF TRUSTEES SELECT AN INDEPENDENT AUDITOR. ADMINISTRATOR FORMALLY REVIEWS AND APPROVES THE FINANCIAL STATEMENTS. BOARD OF TRUSTEES REVIEW AND APPROVE THE FINANCIAL STATEMENTS. HAWAII SHOPMENS APPRENTICESHIP AND TRAINING TRUST 222 S VINEYARD STREET PH-4 HONOLULU HI 96813 996018518 TO TRAIN AND RETRAIN APPRENTICES AND JOURNEYMEN IN THE STEEL INDUSTRY. HI 501(C)(5) N/A 0 HAWAII SHOPMENS VACATION AND HOLIDAY TRUST FUND 222 S VINEYARD STREET PH-4 HONOLULU HI 96813 996032460 TO PROVIDE VACATION AND HOLIDAY BENEFITS TO ELIGIBLE EMPLOYEES. HI 501(C)(9) N/A 0 HAWAII SHOPMENS LOCAL 803 ANNUITY 222 S VINEYARD STREET PH-4 HONOLULU HI 96813 990205868 TO PROVIDE ANNUITY BENEFITS TO ELIGIBLE EMPLOYEES HI 401(A) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0