2012-10-31T19:39:15-05:00 2011-12-31 990155373 LEMKE CHINEN & TANAKA CPA INC 220 WARD AVENUE SUITE 336 HONOLULU HI 968144012 990 2011-01-01 996018519 HAWAII SHOPMENS' HEALTH & WELFARE TRUST FUND HAWA 8085239411 222 SOUTH VINEYARD STREET NO PH 4 HONOLULU HI 96813 DARIN YOSHIZUMI-UNION TRUSTEE 8085239411 2012-10-15 1 DIANE HOSOKAWA P00922102 8085336254 2011 2016-02-24 21:20:13Z DARIN YOSHIZUMI 91-1009 HANAPAA STREET KAPOLEI HI 96707 1577445 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 46912 37741 -937 -4486 4769 7964 50744 41219 0 0 190727 0 5492 191885 0 0 0 141110 153408 337329 345293 -286585 -304074 766325 471851 2510 12110 763815 459741 THE FUND PROVIDES HEALTH & WELFARE BENEFITS TO PARTICIPATING EMPLOYEES AND OTHER BENEFICIARIES OF EMPLOYERS WHO CONTRIBUTE TO THE FUND 0 0 165893 PLAN PROVIDES MEDICAL BENEFITS (MEDICAL,HOSPITAL, MAJOR MEDICAL,SURGICAL,VISION,& PRESCRIPTION DRUGS) FOR ELIGIBLE EMPLOYEES OF EMPLOYERS SIGNATORY TO THE COLLECTIVE BARGAINING AGREEMENT. 12295 PLAN PROVIDES LIFE INSURANCE BENEFITS FOR ELIGIBLE EMPLOYEES OF EMPLOYERS SIGNATORY TO THE COLLECTIVE BARGAINING AGREEMENT. 7497 PLAN PROVIDES DENTAL BENEFITS FOR ELIGIBLE EMPLOYEES OF EMPLOYERS SIGNATORY TO THE COLLECTIVE BARGAINING AGREEMENT. (GROSS PAYMENT OF $13,695 - SURPLUS REIMBURSMENT OF $6,198 = $7,497) 185685 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 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 0.50 X 0 0 0 EUGENE PARIS 0.50 X 0 0 0 DARIN YOSHIZUMI 0.50 X 600 1200 0 JOHN KAOPUA III 0.50 X 5100 0 0 TAUAO'O TALAEAI 0.50 X 600 0 0 6300 1200 0 0 0 0 0 0 EMPLOYEES CONTRIBUTION 900099 37741 37741 37741 18233 18233 1513507 1536226 -22719 -22719 -22719 UNREALIZED APPRECIATIO 900001 7491 7491 OTHER INCOME 900099 473 473 7964 41219 37741 0 3478 185685 6200 13665 23037 2842 1054 5127 7834 859 ADMINISTRATIVE FEES 61470 CONSULTANT FEES 36680 DUES AND SUBSCRIPTION 740 PAYROLL AUDIT FEES 70 30 345293 152301 160158 6432 9004 2946 2753 604646 299936 766325 471851 2510 12110 2510 12110 X 763815 459741 0 0 0 0 763815 459741 766325 471851 -304074 0 X X 0 1 1 X 0 0 41219 345293 -304074 -304074 38377 0 38377 2842 2842 41219 342451 0 342451 2842 2842 345293 FORM 990, PART VI, SECTION A, LINE 2 T. KAWIKA CHUN (EMPLOYER TRUSTEE), TODD KIMURA (EMPLOYER TRUSTEE) AND CHRISTOPHER CHUN (EMPLOYER TRUSTEE) ALL WORK FOR THE SAME EMPLOYER. EMPLOYER TRUSTEE T. KAWIKA CHUN IS EMPLOYER TRUSTEE CHRISTOPHER CHUN'S UNCLE. FORM 990, PART VI, SECTION B, LINE 11 ALL DOCUMENTS ARE REVIEWED BY APPROPRIATE INDIVIDUALS 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 - 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. FORM 990, PART XI, LINE 2C: BOARD OF TRUSTEES SELECTS THE INDEPENDENT AUDITOR AND APPOINTS THE ADMINISTRATOR TO REVIEW THE FINANCIAL STATEMENTS. PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. 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 1 1 0 0