HAWAII IRON WORKERS HEALTH AND WELFARE TRUST FUND: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- HAWAII IRON WORKERS HEALTH AND WELFARE TRUST FUND (EIN 99-0166475)
- Tax period
- 2010-08-01 to 2011-07-31
- Filed
- 2012-05-30
- IRS object ID
- 201201519349300325
- Schema version
- 2010v3.4
- 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 | 2012-05-30T15:10:46-05:00 | Timestamp |
| Tax Period End Date | 2011-07-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2010-08-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 990166475 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAWAII IRON WORKERS' HEALTH AND WELFARE PLAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HAWA | NameControl |
| Phone | 8086718225 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 94-497 UKEE ST | AddressLine1 |
| City | WAIPAHU | City |
| State | HI | State |
| ZIP Code | 96797 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOSEPH O'DONNELL EDSON HOO | Name |
| Title | UNION TRUSTEE/MGMT TRUSTEE | Title |
| Phone | 8086718225 | Phone |
| Date Signed | 2012-05-17 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DIANE HOSOKAWA | Name |
| Phone | 8085336254 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JOSEPH O'DONNELL EDSON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 94-497 UKEE ST | AddressLine1 |
| City | WAIPAHU | City |
| State | HI | State |
| ZIP Code | 96797 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 59756834 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | N/A | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1975 | YearFormation |
| State Legal Domicile | HI | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE HEALTH AND WELFARE BENEFITS TO EMPLOYEES, THEIR FAMILIES OR DEPENDENTS SATISFYING ELIGIBILITY REQUIREMENTS AS DETERMINED BY THE TRUSTEES | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | 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 | 3844405 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 5508025 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 358627 | InvestmentIncomePriorYear |
| Investment Income Current Year | 534541 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 451283 | OtherRevenuePriorYear |
| Other Revenue Current Year | -1841 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4654315 | TotalRevenuePriorYear |
| Total Revenue Current Year | 6040725 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 4798281 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 5029389 | 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 | 480921 | OtherExpensePriorYear |
| Other Expenses Current Year | 523133 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 5279202 | TotalExpensesPriorYear |
| Total Expenses Current Year | 5552522 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -624887 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 488203 | RevenuesLessExpensesCY |
| Total Assets BOY | 14603642 | TotalAssetsBOY |
| Total Assets EOY | 14982836 | TotalAssetsEOY |
| Total Liabilities BOY | 136786 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 27777 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 14466856 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 14955059 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE HEATH AND WELFARE BENEFITS TO EMPLOYEES, THEIR FAMILIES, OR DEPENDENTS SATISFYING ELIGIBILITY REQUIREMENTS AS DETERMINED BY THE TRUSTEES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3821367 | Expense |
| Description | TO PROVIDE MEDICAL AND DENTAL BENEFITS FOR EMPLOYEES, THEIR FAMILIES, OR DEPENDENTS. (HMAA $2,317,518; KAISER $991,928; HMSA $511,921) | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 283676 | Expense |
| Description | TO PROVIDE TEMPORARY DISABILITY, LIFE, AND LONG TERM CARE INSURANCE BENEFITS FOR EMPLOYEES, THEIR FAMILIES, OR DEPENDENTS. (PGL TDI - $133,791; PGL LIFE - $98,859; UNUM LTC - $51,026) | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 36634 | Expense |
| Description | TO PROVIDE VISION BENEFITS FOR EMPLOYEES, THEIR FAMILIES, AND DEPENDENTS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 4141677 | TotalProgramServiceExpense |
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| 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 | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | 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 | 2 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| 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 | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | 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 IRON WORKERS ADMINISTRATIVE OFFI | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8086718225 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 94-497 UKEE ST | AddressLine1 |
| City | WAIPAHU | City |
| State | HI | State |
| ZIP Code | 96797 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (13 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|
| JOSEPH O'DONNELL | |||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 |
| CLYDE EUGENIO | |||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 |
| JOHN WATANABE | |||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 |
| SHON TGP MOEA'I | |||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 |
| STEVEN TOGAMI | |||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 |
| EDSON HOO | |||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 |
| DANIEL WOO | |||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 |
| LINCOLN NAIWI | |||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 |
| ARNOLD WONG | |||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 |
| DOUGLAS EWART | |||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 |
| BRONSON PARIS | |||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 |
| T KAWIKA CHUN | |||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 |
| TGEORGE PARIS | |||||
| TRUSTEE (ALTERNATE) | 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 |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| EMPLOYERS' CONTRIB. | 900099 | 4844980 | 4844980 |
| SELF-PAYMENTS | 900099 | 656002 | 656002 |
| LIQUIDATED DAMAGES | 900099 | 7043 | 7043 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 5508025 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 328185 | TotalRevenueColumn |
| Exclusion | $328,185 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 53922465 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 53716109 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 206356 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 206356 | TotalRevenueColumn |
| Exclusion | $206,356 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| MISCELLANEOUS INCOME | 900099 | 5615 | $5,615 |
| UNREALIZED GAINS/LOSSE | 900099 | -7456 | -$7,456 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | -1841 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6040725 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5508025 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $532,700 | ExclusionAmount |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5029389 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23324 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37696 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 140518 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6851 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3911 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41815 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1109 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6694 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| REIMBURSEMENT TO ADMIN. | 140094 |
| CONSULTANTS FEES | 70385 |
| BAD DEBT EXPENSE | 39159 |
| TAXES - TDI | 11577 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5552522 | Total |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3084653 | BOY |
| EOY | 5749806 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 436295 | BOY |
| EOY | 570905 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58891 | BOY |
| EOY | 63579 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 34753 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 30461 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4524 | BOY |
| EOY | 4292 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11019279 | BOY |
| EOY | 8594254 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14603642 | BOY |
| EOY | 14982836 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 69834 | BOY |
| EOY | 27777 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 66952 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 136786 | BOY |
| EOY | 27777 | 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 | 14466856 | BOY |
| EOY | 14955059 | 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 | 14466856 | BOY |
| EOY | 14955059 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14603642 | BOY |
| EOY | 14982836 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 488203 | 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 Both | X | FinancialStatementBoth |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 34753 | OtherCostOrOtherBasis |
| Depreciation | 30461 | Depreciation |
| Book Value | 4292 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 4292 | TotalOfBookValueLandBuildings |
| Total Revenue | 6040725 | TotalRevenue |
| Total Expenses | 5552522 | TotalExpenses |
| Excess Or Deficit For Year | 488203 | ExcessOrDeficitForYear |
| Total Adjustments | 0 | TotalAdjustments |
| Excess Or Deficit Per FS | 488203 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 5861048 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 5861048 | RevenueSubtotal |
| Investment Expenses Not Included | 140518 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 39159 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 179677 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 6040725 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 5372845 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 5372845 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 140518 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 39159 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 179677 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 5552522 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | BAD DEBT EXPENSE 39,159. |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | BAD DEBT EXPENSE 39,159. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | SHON MOEA'I (UNION TRUSTEE) AND BRONSON PARIS (UNION TRUSTEE) ARE BROTHERS. SHON MOEA'I (UNION TRUSTEE) AND BRONSON PARIS (UNION TRUSTEE) ARE THE SONS OF T. GEORGE PARIS (ALTERNATE UNION TRUSTEE). 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. | |
| POLICY IS REVIEWED BY THE BOARD OF TRUSTEES ANNUALLY. | FORM 990, PART VI, SECTION B, LINE 12C | |
| POLICIES ARE MADE AVAILABLE TO THE MEMBERS UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC | 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 VII |
| 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. | FORM 990, PART XI, LINE 2C |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (4 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 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 |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAWAII IRON WORKERS' ADMINISTRATIVE OFFICE | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 94-497 UKEE STREET | AddressLine1 |
| City | WAIPAHU | City |
| State | HI | State |
| ZIP Code | 96797 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 990164675 | EIN |
| Primary Activity | TO PROVIDE ADMINISTRATIVE SERVICES TO THE VARIOUS IRON WORKERS' TRUST FUNDS | PrimaryActivity |
| Legal Domicile State | HI | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Type Of Entity | C | TypeOfEntity |
| 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 | 0 | 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 |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAWAII IRON WORKERS' ADMINISTRATIVE OFFICE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | O | TransactionType |
| Amount Involved | 140094 | AmountInvolved |
| Method Of Amt Determination | PLAN ASSET PERCENTAGE ALLOCATION | MethodOfAmtDetermination |
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