2011-08-11T12:45:37-05:00 2010-09-30 LEMKE CHINEN & TANAKA CPA INC 210 WARD AVENUE SUITE 336 HONOLULU HI 968144012 990 2009-10-01 990104618 HAWAII ELECTRICIANS HEALTH AND WELFARE FUND HAWA 8088416169 1935 HAU STREET ROOM 300 No 300 HONOLULU HI 96819 DAMIEN KIM RODNEY CHUN 8088416169 2011-08-04 1 TERRY TAKAKI 8085336254 2009 2016-02-24 21:20:13Z DAMIEN KIM RODNEY CHUN 1935 HAU STREET ROOM 300 No 300 HONOLULU HI 96819 89341925 0 X N/A X 1962 HI TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS ACCORDING TO PLAN RULES AND REGULATIONS. 6 6 0 0 0 0 0 18381322 17589118 -347863 527906 1849814 1788355 19883273 19905379 0 14156166 14205714 0 0 0 672205 880993 14828371 15086707 5054902 4818672 54050440 58728118 759840 618846 53290600 58109272 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS ACCORDING TO PLAN RULES AND REGULATIONS. 0 0 12392904 TO PROVIDE SELF INSURED BENEFITS TO ELIGIBLE PARTICIPANTS. MEDICAL $8,311,347; DRUG $2,144,663; DENTAL $1,753,533; VISION $87,924; CATV RETIREE BENEFITS $95,437 1027576 TO PROVIDE GROUP INSURANCE BENEFITS TO ELIGIBLE PARTICIPANTS BY PAYING MONTHLY INSURANCE PREMIUMS TO INSURANCE CARRIERS. HMSA $590,693; PACIFIC GUARDIAN LIFE $428,072; CATV RETIREES HMSA $8,811 785234 TO PAY FOR ADMINISTRATIVE FEES ASSOCIATED WITH SELF-INSURED CLAIMS PROCESSING. HMA $561,279; HDS $131,918; CATALYST RX $74,698; VSP $17,339 14205714 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 0 0 0 0 0 0 1 0 0 1 4 0 0 0 0 0 0 0 6 6 0 0 0 0 0 0 0 1 1 1 0 1 1 1 1 1 1 0 0 0 X HI ELECTRICIANS ADMINISTRATIVE OFFI 8088416169 935 HAU STREET ROOM 300 HONOLULU HI 96819 X DAMIEN KIM 0.50 X 0 0 0 PETER AKAMU 0.50 X 0 0 0 TRACY HAYASHI 0.50 X 0 0 0 BRIAN LEE 0.50 X 0 0 0 RODNEY CHUN 0.50 X 0 0 0 MEVIN SAKUMA 0.50 X 0 0 0 ROBERT DEWITZ 0.50 X 0 0 0 JODY HANAMOTO 0.50 X 0 0 0 AL ITAMOTO 0.50 X 0 0 0 0 0 0 0 0 0 0 HMA INC 1440 KAPIOLANI BLVD HONOLULU HI 96814 MEDICAL CLAIMS ADMINISTRATOR 561279 HAWAII DENTAL SERVICE 700 BISHOP STREET SUITE 700 HONOLULU HI 96813 DENTAL CLAIMS ADMINISTRATOR 131918 2 EMPLOYER CONTRIB 900099 16503677 16503677 RETIREES CONTRIB 900099 825275 825275 SELF PAY CONTRIB 900099 166569 166569 COBRA SUBSIDY 900099 68992 68992 LIQUIDATED DAMAGES 900099 24605 24605 17589118 457941 457941 69506511 69436546 69965 69965 69965 UNREALIZED LOSS OF INV 900099 1772125 1772125 OTHER INCOME 900099 16230 16230 1788355 19905379 17589118 0 2316261 14205714 43246 43174 111137 23599 78353 2186 5158 7538 HI ELECTRICIANS ADMIN O 458631 CONSULTANT FEES 97479 BANK FEES 5782 COMPUTER EXPENSES 3890 DUES & SUBSCRIPTIONS 800 20 15086707 459296 28817056 16296755 2701867 2680178 7551 60565 205976 198085 6371 7891 16166031 24199756 6351564 14992832 0 30845 54050440 58728118 11972 95248 747868 523598 759840 618846 X 53290600 58109272 0 0 0 0 53290600 58109272 54050440 58728118 X 0 1 1 X 0 205976 198085 7891 7891 SSI HEDGED CONVERTIBLE INCOME FUND, LP 6881567 F FORT WASHINGTON HIGH YIELD INVESTORS II, LLC 2267595 F STRUCTURED PRODUCTS NOTES 5843670 F 14992832 WAIVER OF PREMIUM RESERVE 120000 INVESTMENT PURCHASE PAYABLE 349083 RECIPROCAL AGREEMENT TRANSFERS 54515 523598 19905379 15086707 4818672 0 4818672 19794242 0 19794242 111137 111137 19905379 14975570 0 14975570 111137 111137 15086707 Form 990, Part VI, Section B, line 11 ALL DOCUMENTS ARE REVIEWED BY APPROPRIATE INDIVIDUALS PRIOR TO FILING. Form 990, Part VI, Section B, line 12c THE POLICY IS DISCUSSED WITH THE BOARD OF TRUSTEES Form 990, Part VI, Section C, line 19 ALL DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. Form 990, Part VII Contact Addresses for Officers, Directors, Etc RODNEY CHUN - 500 ALA KAWA STREET, #100, HONOLULU, HI 96817. MEVIN SAKUMA - 720-A MOOWAA STREET, HONOLULU, HI 96817. ROBERT DEWITZ - 315 SAND ISLAND ACCESS ROAD, HONOLULU, HI 96819. JODY HANAMOTO - 1320 KALANI STREET, #306, HONOLULU, HI 96817. AL ITAMOTO - 1286 KALANI STREET, SUITE B-203, HONOLULU, HI 96817. 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 ELECTRICIANS ANNUITY PLAN 1935 HAU STREET HONOLULU HI 96819 996020486 PROVIDING ANNUITY BENEFITS TO ELIGIBLE PARTICIPANTS HI 401(A) N/A HAWAII ELECTRICIANS TRAINING PLAN 1935 HAU STREET HONOLULU HI 96819 996005392 PROVIDING APPRENTICESHIP TRAINING TO ELIGIBLE MEMBERS HI 501(C)(5) N/A HAWAII ELECTRICIANS VACATION & HOLIDAY PLAN 1935 HAU STREET HONOLULU HI 96819 996015951 PROVIDING VACATION AND HOLIDAY BENEFITS TO ELIGIBLE PARTICIPANTS HI 501(C)(9) N/A PECA-IBEW WORKER'S COMPENSATION FUND 1935 HAU STREET HONOLULU HI 96819 959013314 PROVIDING WORKERS COMPENSATION BENEFITS TO ELIGIBLE PARTICIPANTS HI 501(C)(9) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0