2012-05-30T15:10:46-05:00 2011-07-31 LEMKE CHINEN & TANAKA CPA INC 210 WARD AVENUE SUITE 336 HONOLULU HI 968144012 990 2010-08-01 990166475 HAWAII IRON WORKERS' HEALTH AND WELFARE PLAN HAWA 8086718225 94-497 UKEE ST WAIPAHU HI 96797 JOSEPH O'DONNELL EDSON HOO 8086718225 2012-05-17 1 DIANE HOSOKAWA 8085336254 2010 2016-02-24 21:20:13Z JOSEPH O'DONNELL EDSON 94-497 UKEE ST WAIPAHU HI 96797 59756834 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 3844405 5508025 358627 534541 451283 -1841 4654315 6040725 0 0 4798281 5029389 0 0 0 0 0 480921 523133 5279202 5552522 -624887 488203 14603642 14982836 136786 27777 14466856 14955059 TO PROVIDE HEATH AND WELFARE BENEFITS TO EMPLOYEES, THEIR FAMILIES, OR DEPENDENTS SATISFYING ELIGIBILITY REQUIREMENTS AS DETERMINED BY THE TRUSTEES. 0 0 3821367 TO PROVIDE MEDICAL AND DENTAL BENEFITS FOR EMPLOYEES, THEIR FAMILIES, OR DEPENDENTS. (HMAA $2,317,518; KAISER $991,928; HMSA $511,921) 283676 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) 36634 TO PROVIDE VISION BENEFITS FOR EMPLOYEES, THEIR FAMILIES, AND DEPENDENTS. 4141677 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 2 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 TGEORGE PARIS 0.50 X 0 0 0 0 0 0 0 0 0 0 0 EMPLOYERS' CONTRIB. 900099 4844980 4844980 SELF-PAYMENTS 900099 656002 656002 LIQUIDATED DAMAGES 900099 7043 7043 5508025 328185 328185 53922465 53716109 206356 206356 206356 MISCELLANEOUS INCOME 900099 5615 5615 UNREALIZED GAINS/LOSSE 900099 -7456 -7456 -1841 6040725 5508025 0 532700 5029389 23324 37696 140518 6851 3911 41815 1109 6694 REIMBURSEMENT TO ADMIN. 140094 CONSULTANTS FEES 70385 BAD DEBT EXPENSE 39159 TAXES - TDI 11577 5552522 3084653 5749806 436295 570905 58891 63579 34753 30461 4524 4292 11019279 8594254 14603642 14982836 69834 27777 66952 0 136786 27777 X 14466856 14955059 0 0 0 0 14466856 14955059 14603642 14982836 488203 0 X X 0 1 1 X 0 34753 30461 4292 4292 6040725 5552522 488203 0 488203 5861048 0 5861048 140518 39159 179677 6040725 5372845 0 5372845 140518 39159 179677 5552522 PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 39,159. PART XIII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 39,159. 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. 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 140094 PLAN ASSET PERCENTAGE ALLOCATION