2024-07-11T15:54:02-05:00 2023-08-31 450250958 EIDE BAILLY LLP 10681 FOOTHILL BLVD STE 300 RANCHO CUCAMONGA CA 917303831 990 2022-09-01 996014752 HAWAII CARPENTERS HEALTH & WELFARE FUND HAWA 8088417575 200 N VINEYARD BLVD HONOLULU HI 96817 RONALD TAKETA CO-CHAIR, BOARD OF TRUSTEES 8088417575 2024-07-10 1 RONALD TAKETA 999009999 0 CATHERINE L GRAY CPA P01294460 9094664410 2024-07-10 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z RONALD TAKETA 200 N VINEYARD BLVD HONOLULU HI 96817 58465494 0 X WWW.HBAI.NET X 1967 CA TO OPERATE HEALTH AND WELFARE EMPLOYEE BENEFIT PLANS. 12 12 0 13 11534136 0 0 0 44739877 46740683 13397186 11534136 0 0 58137063 58274819 0 0 43890997 46957996 0 0 0 0 0 2946337 2176033 46837334 49134029 11299729 9140790 313210585 322353153 1653765 1285053 311556820 321068100 TO OPERATE HEALTH AND WELFARE EMPLOYEE BENEFIT PLANS. 0 0 MEDICAL, DENTAL, LIFE INSURANCE AND OTHER HEALTH & WELFARE BENEFITS WERE PROVIDED TO APPROXIMATELY 3,632 ELIGIBLE PARTICIPANTS UNDER TWO EMPLOYEE BENEFIT PLANS. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 56 0 1 0 1 1 0 0 0 0 0 0 0 X 12 12 1 1 0 0 0 1 0 1 1 0 0 1 0 0 0 0 0 0 HI X HAWAII BENEFIT ADMINISTRATORS 8088417575 200 N VINEYARD BLVD HONOLULU HI 96817 X ERIK NAKAMURA TRUSTEE 0.10 X 0 0 0 CONRAD C VERDUGO JR TRUSTEE 0.10 X 0 0 0 DIONE KALAOLA ALTERNATE 0.10 40.00 X 0 129748 47362 ERIC HASHIZUME CO-CHAIR 1.00 X X 0 0 0 BLAKE INOUYE TRUSTEE 0.10 X 0 0 0 GLEN KANESHIGE TRUSTEE 0.10 X 0 0 0 JUAN PADASDAO JR TRUSTEE 0.10 40.00 X 0 129568 47362 KYLE CHOCK TRUSTEE 0.10 40.00 X 0 272000 47362 MICHAEL YOUNG TRUSTEE 1.00 X 0 0 0 NATHANIEL KINNEY TRUSTEE 0.10 40.00 X 0 139064 47362 RONALD TAKETA CO-CHAIR 1.00 40.00 X X 0 354000 47362 TRAVIS MURAKAMI TRUSTEE 0.10 40.00 X 0 132808 47362 0 1157188 284172 0 0 1 0 HAWAII BENEFIT ADMINISTRATORS INC 200 N VINEYARD BLVD HONOLULU HI 96813 TRUST ADMINISTRATOR 647914 FIRST HAWAIIAN BANK 999 BISHOP ST 28TH FL HONOLULU HI 96813 INVESTMENT CUSTODIAN 139918 RAYMOND JAMES PO BOX 23641 JUPITER FL 33742 INVESTMENT MANAGER 120653 3 EMPLOYER CONTRIBUTIONS 900099 45720787 45720787 EMPLOYEE CONTRIBUTIONS 900099 1019896 1019896 46740683 11724811 11724811 190675 -190675 -190675 -190675 58274819 46740683 11534136 0 46957996 1063509 41649 78271 613333 140243 144843 26064 1573 36580 PATIENT CARE OUTCOME RE 16235 MISCELLANEOUS 13733 49134029 800554 670178 20213260 4292692 1431162 306208264 300038553 1909075 0 313210585 322353153 228765 35053 1425000 1250000 1653765 1285053 X 0 0 0 0 311556820 321068100 311556820 321068100 313210585 322353153 9140790 6592549 -6222059 0 X 0 0 0 0 X 64254035 6592549 6592549 57661486 613333 613333 58274819 48520696 0 48520696 613333 613333 49134029 PART X, LINE 2: THE FILING ORGANIZATION IS AN EMPLOYEE BENEFIT TRUST CONSITING OF TWO EMPLOYEE BENEFIT PLANS. THE TWO PLANS ARE SEPARATELY AUDITED. A CONSOLIDATED AUDIT AT THE TRUST LEVEL IS NOT PERFORMED. THE AUDIRED FINANCIAL STATEMENTS OF EACH PLAN PROVIDE GENERAL DISCLOSURES PERTAINING TO FIN 48 (ASC 740). THE PLAN ADMINISTREATOR IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS AFFECTING THE PLANS OR THE TRUST. 0 0 0 RONALD TAKETA CO-CHAIR 0 354000 0 0 0 0 0 32240 0 15122 0 401362 0 0 KYLE CHOCK TRUSTEE 0 272000 0 0 0 0 0 32240 0 15122 0 319362 0 0 NATHANIEL KINNEY TRUSTEE 0 139064 0 0 0 0 0 32240 0 15122 0 186426 0 0 TRAVIS MURAKAMI TRUSTEE 0 132808 0 0 0 0 0 32240 0 15122 0 180170 0 0 DIONE KALAOLA ALTERNATE 0 129748 0 0 0 0 0 32240 0 15122 0 177110 0 0 JUAN PADASDAO JR TRUSTEE 0 129568 0 0 0 0 0 32240 0 15122 0 176930 0 0 HAWAII BENEFIT ADMINISTRATORS INC (HBAI) ONE OR MORE TRUSTEES OF THE ORGANIZATION IS A DIRECTOR OF HBAI. 647914 THE ORGANIZATION HAS CONTRACTED WITH HBAI TO PROVIDE PLAN ADMINISTRATION SERVICES TO THE FUND. 0 FORM 990, PART VI, SECTION A, LINE 2 THE BOARD OF TRUSTEES IS COMPOSED OF TEN VOTING TRUSTEES, FIVE OF WHOME ARE UNION" TRUSTEES AND FIVE OF WHOM ARE "CONTRACTOR" TRUSTEES. THE UNION" TRUSTEES ARE APPOINTED BY THE HAWAII REGIONAL COUNCIL OF CARPENTERS. 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, HAWAII BENEFIT ADMINISTRATORS. FORM 990, PART VI, SECTION A, LINE 7A THE GOVERNING BOARD IS APPOINTED BY THE HAWAII REGIONAL COUNCIL OF CARPENTERS, THE GENERAL CONTRACTORS LABOR ASSOCIATION, AND/OR THE BUILDING INDUSTRY LABOR ASSOCIATION. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 WAS PROVIDED TO THE BOARD OF TRUSTEES PRIOR TO IRS FILING. 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. FORM 990, PART VII: TRUSTEES OF THE TRUST ARE EMPLOYEES OF CONTRIBUTING EMPLOYERS THAT ARE CONSIDERED RELATED ORGANIZATIONS UNDER THE DEFINITIONS IN SCHEDULE R. THE RELATED ORGANIZATIONS ARE FOR-PROFIT ORGANIZATIONS, ARE NOT OWNED OR CONTROLLED, DIRECTLY OR INDIRECTLY, BY THE ORGANIZATION OR ONE OR MORE RELATED TAX-EXEMPT ORGANIZATIONS, AND DO NOT PROVIDE MANAGEMENT SERVICES FOR A FEE TO THE ORGANIZATION. AS SUCH COMPENSATION PAID BY RELATED ORGANIZATIONS IS NOT SHOWN UNDER THE VOLUNTEER EXCEPTION. HAWAII CARPENTERS APPRENTICESHIP TRAINING FUND 200 N VINEYARD BLVD STE 100 HONOLULU HI 96817 990119158 TO PROVIDE EDUCATION AND TRAINING BENEFITS TO UNIONIZED EMPLOYEES HI 501(C)(5) N/A 0 HAWAII CARPENTERS MARKET RECOVERY PROGRAM 200 N VINEYARD BLVD STE 100 HONOLULU HI 96817 990264270 TO EXPLORE JOINT EMPLOYER/EMPLOYEE WORK OPPORTUNITIES HI 501(C)(5) N/A 0 HAWAII CARPENTERS VACATION & HOLIDAY FUND 200 N VINEYARD BLVD STE 100 HONOLULU HI 96817 996025504 TO PROVIDE VACATION AND HOLIDAY BENEFITS TO UNIONIZED EMPLOYEES HI 501(C)(9) N/A 0 HAWAII CARPENTERS FINANCIAL SECURITY FUND 200 N VINEYARD BLVD STE 100 HONOLULU HI 96817 990264272 EMPLOYEE BENEFIT PLAN PROVIDING RETIREMENT BENEFITS HI N/A 0 HAWAII CARPENTERS 401(K) FUND 200 N VINEYARD BLVD STE 100 HONOLULU HI 96817 550822045 EMPLOYEE BENEFIT PLAN PROVIDING RETIREMENT BENEFITS HI N/A 0 808 GATES & DOORS LLC ALAULA BUILDERS LLC ALI'I BUILDERS LLC ALOHA GYPSUM FLOORS LLC APEX TRUSS LLC ARMSTRONG PACIFIC LLC BEACHSIDE ROOFING LLC CHANNEL 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