2011-05-24T01:08:14-05:00 2010-08-31 James P Hasselman CPA LLC PO Box 11149 Honolulu HI 96828 990 2009-09-01 996014752 Hawaii Carpenters Health & Welfare Fund HAWA 8088417575 200 N Vineyard Blvd No 100 Honolulu HI 96817 Paul CK Chang 8088417575 2011-05-22 1 8087215483 2011-05-22 X 2009 2016-02-24 21:20:13Z Paul CK Chang 200 N Vineyard Blvd No 100 Honolulu HI 96817 36707564 0 X www.hbai.net X 1967 HI To operate a health and welfare employee benefit plan. 10 10 0 0 0 0 0 38944570 34107181 4744201 2600383 0 43688771 36707564 0 35801180 32214853 45343 57280 0 0 1616367 1682531 37462890 33954664 6225881 2752900 119387781 125489543 126715 164286 119261066 125325257 To operate a health and welfare benefit plan. 0 0 The Fund provided medical, dental, life insurance and other health & welfare benefits to eligible plan participants. 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 1 72 0 0 0 0 0 0 0 0 0 10 10 1 1 0 0 0 1 0 1 1 0 0 1 0 0 0 0 0 0 X Hawaii Benefit Administrators Inc 8088417575 200 N Vineyard Blvd Suite 100 Honolulu HI 96817 Henry Iida 1.00 X X 0 0 0 Albert Hamamoto 0.10 X X 0 0 0 Audrey Hidano 0.10 X 0 0 0 Thomas Toma 0.10 X 0 0 0 Paul CK Chang 1.00 X X 0 0 0 Ronald Taketa 0.10 X 0 0 0 Elmer Cabico 0.10 X 1280 0 0 Clifford Respicio 0.10 X 4235 0 0 Myles Hokama 0.10 X 0 0 0 Keith Hirota 0.10 X 0 0 0 Glen Kaneshige 0.10 X 0 0 0 Lance Yoshimura 0.10 X 0 0 0 Russell Young 0.10 X X 0 0 0 Eric Hashizume 0.10 X 0 0 0 George Ehara 0.10 X 0 0 0 Mitchell Tynanes 0.10 X 0 0 0 Central Pacific Bank 40.00 X 29473 0 0 34988 0 0 0 0 0 0 Hawaii Benefit Administrators Inc 200 N Vineyard Blvd Ste 100 Honolulu HI 96817 Plan administration 469475 1 Employer contributions 230000 31147846 31147846 Employee contributions 230000 2959335 2959335 34107181 2600383 2600383 36707564 34107181 0 2600383 32214853 57280 39868 69644 576734 44000 75721 24065 9764 Claims processing expen 840578 Miscellaneous expenses 2157 33954664 63770890 34430316 3251614 3517019 6560 2599 40525789 71526091 10818143 14950033 1014785 1063485 119387781 125489543 126715 164286 126715 164286 X 0 0 0 0 119261066 125325257 119261066 125325257 119387781 125489543 X 0 1 1 X 0 0 SSI HCIF LP hedge fund 14950033 F 14950033 36707564 33954664 2752900 3311291 3311291 6064191 40018855 3311291 3311291 36707564 0 36707564 33954664 0 33954664 0 33954664 Hawaii Benefit Administrators Inc (HBAI) One or more trustees of the organization is a director of HBAI. 469475 The organization has contracted with HBAI to provide plan administration services to the Fund. 0 Hawaii Medical Service Association (HMSA) A trustee of the organization is a director of HMSA. 4494127 The organization pays HMSA 1) a claims processing fee for processing the Fund's self-funded health claims, and 2) insurance premiums for insured medical benefits for plan participants. 0 Hawaii Dental Service (HDS) A trustee of the organization is a director of HDS. 3307346 The organization pays HDS insurance premiums for insured dental benefits for plan participants. 0 Form 990, Part VI, Section A, line 2 The Board of Trustees is composed of ten voting trustees, five of whom are "union" trustees and five of whom are "contractor" trustees. The "union" trustees are appointed by the United Brotherhood of Carpenters and Joiners of America, Local 745. The "contractor" trustees are appointed by the General Contractors Labor Association and/or the Building Industry Labor Association. Form 990, Part VI, Section A, line 3 Management control is retained by the Board of Trustees. Administrative duties have been contracted to a third party administrator. Form 990, Part VI, Section A, line 7a The governing board is appointed by the United Brotherhood of Carpenters and Joiners, Local 745; the General Contractors Labor Association; and/or the Building Industry Labor Association. Form 990, Part VI, Section B, line 11 Form 990 was provided to the Board of Trustees and reviewed with the trustees by the tax preparer. Form 990, Part VI, Section C, line 19 The organization makes its governing documents, form 990, and financial statements available for public inspection upon request. The process for reviewing the results of the annual audit has not changed from the prior year. Hawaii Carpenters Apprenticeship Training Fund 200 N Vineyard Blvd Suite 100 Honolulu HI 96817 990119158 To provide education and training benefits to unionized employees HI 501(c)(5) None Hawaii Carpenters Market Recovery Program Fund 200 N Vineyard Blvd Suite 100 Honolulu HI 96817 990264270 To explore joint employer/employee work opportunities HI 501(c)(5) None Hawaii Carpenters Drywall Training Fund 200 N Vineyard Blvd Suite 100 Honolulu HI 96817 990143105 To provide education and training benefits to unionized employees HI 501(c)(5) None Hawaii Carpenters Vacation & Holiday Fund 200 N Vineyard Blvd Suite 100 Honolulu HI 96817 996025504 To provide vacation and holiday benefits to unionized employees HI 501(c)(9) None Hawaii Carpenters Financial Security Fund 200 N Vineyard Blvd Suite 100 Honolulu HI 96817 990264272 Employee benefit plan providing retirement benefits HI None Hawaii Carpenters 401(k) Fund 200 N Vineyard Blvd Suite 100 Honolulu HI 96817 550822045 Employee benefit plan providing retirement benefits HI None Hawaii Benefit Administrators Inc 200 N Vineyard Blvd Suite 100 Honolulu HI 96817 990329747 Administrative services HI None 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 Hawaii Benefit Administrators Inc L 469475