2026-08-05T16:05:39-05:00 2025-09-30 952302617 SINGERLEWAK LLP 500 ALA MOANA BLVD 2 302 HONOLULU HI 96813 990 2024-10-01 990104618 HAWAII ELECTRICIANS HEALTH AND WELFARE FUND HAWA 8088416169 1935 HAU STREET SUITE 450 HONOLULU HI 96819 TRACY HAYASHI AL ITAMOTO UNION TRUSTEE/EMPLOYER TRUSTEE 8088416169 2026-07-30 0 JUDITH CHOCK P01072809 8085336254 2024 2025-03-06 01:10:19Z TRACY HAYASHI AL ITAMOT 1935 HAU STREET SUITE 450 HONOLULU HI 96819 155125105 0 X N/A X 1962 HI ORGANIZATION IS A COLLECTIVELY BARGAINED MULTIEMPLOYER PLAN THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS ACCORDING TO PLAN RULES AND REGULATIONS. 6 0 0 8 0 0 0 0 24540617 23503665 4901311 10612214 0 0 29441928 34115879 0 0 28454641 27546263 0 0 0 0 0 2352494 2699456 30807135 30245719 -1365207 3870160 100045464 102012087 425025 463833 99620439 101548254 ORGANIZATION IS A COLLECTIVELY BARGAINED MULTIEMPLOYER PLAN THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS ACCORDING TO PLAN RULES AND REGULATIONS. 0 0 26258404 TO PROVIDE SELF INSURED BENEFITS TO ELIGIBLE PARTICIPANTS. MEDICAL $18,217,539; DRUG $4,856,164; DENTAL $2,897,374; VISION $287,327. 1287859 TO PROVIDE GROUP INSURANCE BENEFITS TO ELIGIBLE PARTICIPANTS BY PAYING MONTHLY INSURANCE PREMIUMS TO INSURANCE CARRIERS. HUMANA $573,295; PACIFIC GUARDIAN LIFE (TDI) $626,708; PACIFIC GUARDIAN LIFE (LIFE) $(36,889); ULLICO (STOP LOSS) $124,745. 1006469 TO PAY FOR ADMINISTRATIVE FEES ASSOCIATED WITH SELF-INSURED CLAIMS PROCESSING. MEDICAL $620,677; DENTAL $205,529; DRUG $138,713; VISION $41,550. 28552732 0 0 0 0 0 0 0 0 0 1 1 0 0 1 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 5 0 0 0 0 0 0 0 0 0 0 X 6 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X HI ELECTRICIANS ADMINISTRATIVE OFFICE 8088416169 1935 HAU STREET SUITE 450 HONOLULU HI 96819 X X DAMIEN KIM UNION TRUSTEE 0.50 X 0 0 0 LEYTON TORDA UNION TRUSTEE 0.50 X 0 0 0 TRACY HAYASHI UNION TRUSTEE 0.50 X 0 0 0 ROBERT AQUINO UNION TRUSTEE (ALT) 0.50 X 0 0 0 DOUGLAS OKI EMPLOYER TRUSTEE 0.50 X 0 0 0 JODY HANAMOTO EMPLOYER TRUSTEE 0.50 X 0 0 0 DARYL SUEHIRO EMPLOYER TRUSTEE 0.50 X 0 0 0 AL ITAMOTO EMPLOYER TRUSTEE (ALT) 0.50 X 0 0 0 0 0 0 0 0 0 0 HAWAII ELECTRICIANS ADMINISTRATIVE OFFIC 1935 HAU STREET SUITE 450 HONOLULU HI 96819 ADMINISTRATIVE OFFICE 754664 HWMG 737 BISHOP STREET SUITE 1200 HONOLULU HI 96813 MEDICAL CLAIMS ADMINISTRATOR 620677 HAWAII DENTAL SERVICE 700 BISHOP STREET SUITE 700 HONOLULU HI 96813 DENTAL CLAIMS ADMINISTRATOR 205529 SEGAL 180 HOWARD STREET SUITE 1100 SAN FRANCISCO CA 94105 PLAN CONSULTANT 203192 EXPRESS SCRIPT ONE EXPRESS WAY ST LOUIS MO 63121 DRUG CLAIMS ADMINISTRATOR 138713 5 EMPLOYER CONTRIBUTIONS 900099 22432157 22432157 RETIREES CONTRIBUTIONS 900099 948909 948909 SELF PAY CONTRIBUTIONS 900099 107114 107114 LIQUIDATED DAMAGES 900099 13845 13845 OTHER 900099 1640 1640 23503665 2265313 2265313 129356127 121009226 8346901 8346901 8346901 34115879 23503665 0 10612214 27546263 27546263 1006469 1006469 12764 12764 66869 66869 432658 432658 225606 225606 27294 27294 10355 10355 14340 14340 HI ELECTRICIANS ADMIN O 754664 754664 COBRA SUBSIDY 133360 133360 PCORI FEES 8324 8324 HEALTH FAIR 4872 4872 1881 1881 30245719 28552732 1692987 0 329217 220812 5974555 8272260 3492769 3211901 7995 5267 2209 2209 0 0 59901497 54360983 28844615 34401864 1494816 1539000 100045464 102012087 219571 126177 205454 337656 425025 463833 X 99620439 101548254 0 0 0 0 99620439 101548254 100045464 102012087 3870160 -1942345 0 X X 0 1 X 1 0 2209 2209 0 0 FORT WASHINGTON HIGH YIELD INVESTORS II, LLC 7288589 F STRUCTURED NOTES 27113275 F 34401864 WAIVER OF PREMIUM RESERVE 80000 SECURITIES PURCHASED PAYABLE 73873 CHECKS IN EXCESS OF AVAILABLE FUNDS 183783 337656 X 31740876 -1942345 -1942345 33683221 432658 432658 34115879 29813061 0 29813061 432658 432658 30245719 PART X, LINE 2: THE FINANCIAL STATEMENTS CONTAINS THE FOLLOWING DISCLOSURE PERTAINING TO FIN 48 (ASC 740): "THE PLAN OBTAINED ITS LATEST DETERMINATION LETTER ON AUGUST 3, 1992, IN WHICH THE INTERNAL REVENUE SERVICE (IRS) STATES THAT THE PLAN, AS THEN DESIGNED, WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE (IRC). THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. HOWEVER, THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. U.S. GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD BE SUSTAINED UPON EXAMINATION BY THE IRS. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT, AS OF SEPTEMBER 30, 2025 AND 2024, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY, ASSET, OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS." FORM 990, PART VI, SECTION B, LINE 11B ALL DOCUMENTS ARE REVIEWED BY ONE LABOR TRUSTEE AND ONE MANAGEMENT TRUSTEE 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, SECTION A BEING THAT THE MEMBERS OF THE BOARD OF TRUSTEES SERVE THE ORGANIZATION AS VOLUNTEERS, THE ORGANIZATION MADE A REASONABLE EFFORT TO SECURE INFORMATION ON ANY COMPENSATION PAID TO THE TRUSTEES BY RELATED ORGANIZATION(S), BUT WAS UNABLE TO OBTAIN NOR ESTIMATE SUCH INFORMATION FOR PURPOSES OF REPORTING ON PART VII. FORM 990, PART XII, LINE 2C NO CHANGE IN THE REVIEW PROCESS FROM THE 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 STE 450 HONOLULU HI 96819 996020486 PROVIDING ANNUITY BENEFITS TO ELIGIBLE PARTICIPANTS HI 401(A) N/A 0 HAWAII ELECTRICIANS VACATION AND HOLIDAY PLAN 1935 HAU STREET STE 450 HONOLULU HI 96819 996015951 PROVIDING VACATION AND HOLIDAY HI 501(C)(9) N/A 0 HAWAII ELECTRICIANS MARKET ENHANCEMENT PROGRAM FUND 1935 HAU STREET STE 450 HONOLULU HI 96819 990283330 PROMOTING MORE COOPERATIVE RELATIONSHIP BETWEEN LABOR AND MANAGEMENT HI 501(C)(5) N/A 0 HAWAII ELECTRICIANS SUPPLEMENTARY UNEMPLOYEMENT BENEFITS FUND 1935 HAU STREET STE 450 HONOLULU HI 96819 990163846 PROVIDING SUPPLEMENTAL UNEMPLOYMENT BENEFITS TO ELIGIBLE PARTICIPANTS HI 501(C)(9) N/A 0 HAWAII ELECTRICIANS PENSION PLAN 1935 HAU STREET STE 450 HONOLULU HI 96819 996005391 PROVIDING PENSION BENEFITS TO ELIGIBLE PARTICIPANTS HI 401(A) N/A 0 HAWAII ELECTRICIANS TRAINING FUND 1935 HAU STREET STE 450 HONOLULU HI 96819 996005392 LOCAL TRAINING FUND HI 501(C)(5) N/A 0 SEE SCHEDULE R ATTACHMENT SEE SCHEDULE R ATTACHMENT HAWAII ELECTRICANS ADMINISTRATIVE OFFICE 1935 HAU STREET STE 450 HONOLULU HI 96819 990109237 TRUST FUND ADMINISTRATION HI N/A C 0 SEE SCHEDULE R ATTACHMENT 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 HAWAII ELECTRICIANS ADMINISTRATIVE OFFICE P 754664 PERCENTAGE ALLOCATION FORM 990, SCHEDULE R, PARTS II, III, IV THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTIEMPLOYER PLAN THAT PROVIDES HEALTH & WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS IN ACCORDANCE W/ THE TERMS SET FORTH IN TRUST AGREEM'TS, RULES & REGS., OF THE PLAN & CBA. THE ADMINISTRATIVE OFFICE MAINTAINS A DATABASE OF THESE CONTRIBUTING EMPLOYERS INCLUDING THE NAMES, ADDRESSES, AND OTHER CONTACT INFORMATION. HOWEVER, THE LEGAL STRUCTURE (CORPORATION, PARTNERSHIP, ETC) FOR EACH CONTRIBUTING EMPLOYER IS NOT ON FILE WITH THE ADMINISTRATIVE OFFICE AND COULD NOT BE REASONABLY OBTAINED. AS A RESULT, THE CONTRIBUTING EMPLOYERS COULD NOT BE SEPARATED BY TYPE OF ORGANIZATION. HOWEVER THEY ARE LISTED BELOW: 24 HR POWER ELECTRIC LLC 808 ELECTRIC & TELECOM LLC A A ELECTRIC LTD A-1 A-LECTRICIAN INC A3 ELECTRIC LLC ABLE ELECTRIC INC. ALLIED ELECTRIC LLC AMERICAN ELECTRIC CO LLC APB CONSTRUCTION CORP B BAUTISTA ELEC CONTRACTOR LLC BELL ELECTRIC CORP BOWMAN CONNECTIVITY SOLUTION INC. C & C ELECTRICAL CONTRACTOR INC. C & N ELECTRIC LLC CACHE VALLEY ELECTRIC CO. CCI ELECTRICAL SERVICES LLC COMMERCIAL ELECTRIC INC CONSOLIDATED ELECTRICAL DISTR INC D. SUEHIRO ELECTRIC INC. DI ELECTRIC LLC DIAL ELECTRIC SUPPLY CO INC. DKN ELECTRICAL DM ELECTRIC INC. DORVIN D LEIS CO. INC. DU-WATTS ELECTRIC INC. DWE INC. ELECTR CONTROL INNOVATIONS INC. ELECTRICAL CONTR. HAWAII INC. ELECTRICIANS INC. ELITE ELECTRICAL AND CONTROLS LLC ELITE ELECTRICAL SERVICES LLC ENDO JACK ELECTRIC INC. FAIRWAY ELECTRIC CO. LLC G&D ELECTRIC GRACE ELECTRIC LLC GRANTCO PACIFIC INC. HAWAII ELEC UTILITY WORKERS LU 1260 HAWAII ELECTRICAL SOLUTIONS LLC HAWAII ELECTRICIANS AD OFFICE HAWAII ELECTRICIANS TRNG FUND HAWAIIAN ISLE ELECTRIC LLC HAWAIIAN POWER & COMMUNICATIONS LLC HENKELS & MCCOY WEST LLC HH ELECTRIC INC. HI ELEC MKT ENHANCEMENT PROGR FD HIGHER POWER ELECTRIC HMS CONSTRUCTION INC. HOWARD T HAKIKAWA ELECTRICAL INFINITE ELECTRIC & CONTRACTNG SERVICES INTERLINK COMMUNICATIONS LLC ISLAND INDUSTRIAL ELECTRIC LLC KAWAKAMI ELECTRIC INC KING GEORGE LLC KOKAMI ELECTRICAL SERVICE INC. KONA ELECTRIC KONTEC LLC LAMBERT ELECTRIC LLC LELEIWI ELECTRIC INC. LIGHTNING PROTECT SYS DBA VFC LITE ELECTRIC INC. LOCAL 104 LOCAL 1205 LOCAL 1249 LOCAL 126 LOCAL 153 LOCAL 1547 LOCAL 2 LOCAL 26 LOCAL 357 LOCAL 401 LOCAL 42 LOCAL 428 LOCAL 456 LOCAL 46 LOCAL 48 LOCAL 531 LOCAL 532 LOCAL 569 LOCAL 575 LOCAL 640 LOCAL 697 LOCAL UNION 1186 IBEW LOCAL UNION 1186 IBEW FCU LU 714 RECORD 2 M WATANABE ELECTR. CONTRACTOR INC. M. SAKUMA ELECTRIC INC M.C. DEAN INC MANA CONSTRUCTION INC. MASHIMA ELECTRIC LLC MASS ELECTRIC CONSTRUCITON CO. MFW LLC MVC ELECTRICAL LLC NAKATA ELECTRICAL INC. NIRO ELECTRIC LLC. PAC ELECTRIC CO. INC PACIFIC CONNECTIONS PACIFIC POWER ELECT. CONTR. LLC PAUL'S ELECTRICAL CONTRG. LLC. PC ENTERPRISES INC. PIONEER ELECTRIC INC. PLS POWER LLC POWER WISE ELECTRICAL SVCS LCC POWERNET INC. PREFERRED ELECTRICIANS PREMIUM UTILITY CONTRACTOR INC. PROGRESSIVE ELECTRIC CO. INC. PROTECH FIRE & SECURITY LLC R DACUYCUY LLC RADIANT ELECTRIC INC. RAMBAUD ELECTRIC LLC RMH ELECTRIC CO. INC ROMSCO INC. RON D ELECTRICAL LLC RON'S ELECTRIC INC. ROSENDIN ELECTRIC INC. S & S TAYLAN ELECTRIC INC. SANSEI ELECTRIC LLC SATELLITE SERVICES INC SEC CORPORATION SHIMMICK/TRAYLOR/GRANITE JV SML ELECTRICAL LLC SPARKY AND SONS LLC SUPERIOR ELEC MECH & PLUMBING TEAM PROJECTS INC. TECHNOLOGIES GROUP LLC TED'S WIRING SERVICE LTD TYPHOON ELECTRIC & TELECOM LLC UPSHOT LLC VERIZON FEDERAL INC. VOX ELECTRIC LLC WASA ELECTRICAL SERVICES INC. WEST MAUI CONSTRUCTION INC WIRE NUTS HAWAII LLC