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HAWAII CARPENTERS HEALTH & WELFARE TRUST FUND: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
HAWAII CARPENTERS HEALTH & WELFARE TRUST FUND (EIN 99-6014752)
Tax period
2021-09-01 to 2022-08-31
Filed
2023-07-17
IRS object ID
202331989349301578
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-07-17T13:51:51-05:00ReturnTs
Tax Period End2022-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN450250958PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EIDE BAILLY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110681 FOOTHILL BLVD STE 300AddressLine1Txt
CityRANCHO CUCAMONGACityNm
State AbbreviationCAStateAbbreviationCd
ZIP917303831ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN996014752EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HAWAII CARPENTERS HEALTH & WELFARE FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHAWABusinessNameControlTxt
Phone8088417575PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1200 N VINEYARD BLVDAddressLine1Txt
CityHONOLULUCityNm
State AbbreviationHIStateAbbreviationCd
ZIP96817ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRONALD TAKETAPersonNm
Person TitleCO-CHAIR, BOARD OF TRUSTEESPersonTitleTxt
Phone8088417575PhoneNum
Signature2023-07-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRONALDPersonFirstNm
Person LastTAKETAPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCATHERINE L GRAY CPAPreparerPersonNm
PTINP01294460PTIN
Phone9094664410PhoneNum
Preparation2023-07-10PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerRONALD TAKETAPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1200 N VINEYARD BLVDAddressLine1Txt
CityHONOLULUCityNm
State AbbreviationHIStateAbbreviationCd
ZIP96817ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$298,341,809GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.HBAI.NETWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1967FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTO OPERATE HEALTH AND WELFARE EMPLOYEE BENEFIT PLANS.ActivityOrMissionDesc
Voting Members Governing Body14VotingMembersGoverningBodyCnt
Voting Members Independent14VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers13TotalVolunteersCnt
Total Gross UBI$13,397,186TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$48,588,214PYProgramServiceRevenueAmt
CY Program Service Revenue$44,739,877CYProgramServiceRevenueAmt
PY Investment Income$19,753,807PYInvestmentIncomeAmt
CY Investment Income$13,397,186CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$68,342,021PYTotalRevenueAmt
CY Total Revenue$58,137,063CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$43,797,492PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$43,890,997CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$2,840,409PYOtherExpensesAmt
CY Other Expenses$2,946,337CYOtherExpensesAmt
PY Total Expenses$46,637,901PYTotalExpensesAmt
CY Total Expenses$46,837,334CYTotalExpensesAmt
PY Revenues Less Expenses$21,704,120PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$11,299,729CYRevenuesLessExpensesAmt
Total Assets BOY$342,620,336TotalAssetsBOYAmt
Total Assets EOY$313,210,585TotalAssetsEOYAmt
Total Liabilities BOY$3,330,027TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,653,765TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$339,290,309NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$311,556,820NetAssetsOrFundBalancesEOYAmt
MissionTO OPERATE HEALTH AND WELFARE EMPLOYEE BENEFIT PLANS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescMEDICAL, DENTAL, LIFE INSURANCE AND OTHER HEALTH & WELFARE BENEFITS WERE PROVIDED TO APPROXIMATELY 4,293 ELIGIBLE PARTICIPANTS UNDER TWO EMPLOYEE BENEFIT PLANS.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org MemYes (1)BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document59IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members14GoverningBodyVotingMembersCnt
Independent Voting Member14IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldHIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HAWAII BENEFIT ADMINISTRATORSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8088417575PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1200 N VINEYARD BLVDAddressLine1Txt
CityHONOLULUCityNm
State AbbreviationHIStateAbbreviationCd
ZIP96817ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
ALIKA FUJIMOTO
ALTERNATE0.10Yes (X)$0$0$0
BRIAN ADACHI
ALTERNATE0.10Yes (X)$0$0$0
CONRAD C VERDUGO JR
TRUSTEE0.10Yes (X)$0$0$0
DIONE KALAOLA
ALTERNATE0.10Yes (X)$0$114,355$25,522
ERIC HASHIZUME
CO-CHAIR1.00Yes (X)$0$0$0Yes (X)
BLAKE INOUYE
TRUSTEE0.10Yes (X)$0$0$0
GLEN KANESHIGE
TRUSTEE0.10Yes (X)$0$0$0
JUAN PADASDAO JR
TRUSTEE0.10Yes (X)$0$113,783$25,522
KYLE CHOCK
TRUSTEE0.10Yes (X)$0$265,237$25,522
MICHAEL YOUNG
TRUSTEE1.00Yes (X)$0$0$0
NATHANIEL KINNEY
TRUSTEE0.10Yes (X)$0$77,552$25,522
RONALD TAKETA
CO-CHAIR1.00Yes (X)$0$351,264$25,522Yes (X)
TRAVIS MURAKAMI
TRUSTEE0.10Yes (X)$0$123,360$25,522
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,045,551TotReportableCompRltdOrgAmt
Total Other Compensation$153,132TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
HAWAII MEDICAL SERVICE ADMINISTRATION
PO BOX 86HONOLULUHI96808CLAIMS ADMINISTRATOR$1,063,914
HAWAII BENEFIT ADMINISTRATORS INC
200 N VINEYARD BLVDHONOLULUHI96813PLAN ADMINISTRATION$699,130
FIRST HAWAIIAN BANK
999 BISHOP ST 28TH FLHONOLULUHI96813INVESTMENT CUSTODIAN$259,995
BENEFIT PLAN SOLUTIONS INC
680 IWILEI ROAD STE 528HONOLULUHI96817BENEFIT CONSULTANT$190,021
RAYMOND JAMES
PO BOX 23641JUPITERFL33742INVESTMENT MANAGER$123,790
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS$43,652,970$43,652,970
EMPLOYEE CONTRIBUTIONS$1,086,907$1,086,907
FieldValueIRS element (for citing)
Total Program Service Revenue$44,739,877TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,549,965TotalRevenueColumnAmt
Unrelated Business Revenue$8,549,965UnrelatedBusinessRevenueAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$245,051,967SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$240,204,746SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$4,847,221SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,847,221TotalRevenueColumnAmt
Unrelated Business Revenue$4,847,221UnrelatedBusinessRevenueAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$58,137,063TotalRevenueColumnAmt
Related Or Exempt Func Income$44,739,877RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$13,397,186UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$43,890,997TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$1,763,044TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$29,571TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$120,383TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$615,094TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$190,021TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$146,726TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$27,723TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$37,790TotalAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmt
PATIENT CARE OUTCOME RE$15,465
MISCELLANEOUS$520

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$46,837,334TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$494,643BOYAmt
EOY$800,554EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$9,157,156BOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,704,444BOYAmt
EOY$4,292,692EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$325,750,251BOYAmt
EOY$306,208,264EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$2,513,842BOYAmt
EOY$1,909,075EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$342,620,336BOYAmt
EOY$313,210,585EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$280,027BOYAmt
EOY$228,765EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$3,050,000BOYAmt
EOY$1,425,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,330,027BOYAmt
EOY$1,653,765EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$339,290,309BOYAmt
EOY$311,556,820EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$339,290,309BOYAmt
EOY$311,556,820EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$342,620,336BOYAmt
EOY$313,210,585EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$11,299,729ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$39,033,218NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit Committee0AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$18,488,751TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$39,033,218NetUnrealizedGainsInvstAmt
Revenue Not Reported-$39,033,218RevenueNotReportedAmt
Revenue Subtotal$57,521,969RevenueSubtotalAmt
Investment Expenses Not Incld$615,094InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$615,094RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$58,137,063TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$46,222,240TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$46,222,240ExpensesSubtotalAmt
Investment Expenses Not Incld2$615,094InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$615,094ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$46,837,334TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE 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.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
RONALD TAKETA
CO-CHAIR$0$349,410$0$0$0$1,854$0$10,400$0$15,122$0$376,786$0$0
KYLE CHOCK
TRUSTEE$0$263,875$0$0$0$1,362$0$10,400$0$15,122$0$290,759$0$0

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HAWAII BENEFIT ADMINISTRATORS INC (HBAI)BusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship DescriptionONE OR MORE TRUSTEES OF THE ORGANIZATION IS A DIRECTOR OF HBAI.RelationshipDescriptionTxt
Transaction$699,130TransactionAmt
TransactionTHE ORGANIZATION HAS CONTRACTED WITH HBAI TO PROVIDE PLAN ADMINISTRATION SERVICES TO THE FUND.TransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2THE 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 3MANAGEMENT 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 7ATHE 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 11BFORM 990 WAS PROVIDED TO THE BOARD OF TRUSTEES PRIOR TO IRS FILING.
FORM 990, PART VI, SECTION C, LINE 19THE 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.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
HAWAII CARPENTERS APPRENTICESHIP TRAINING FUND
200 N VINEYARD BLVD STE 100HONOLULUHI96817990119158TO PROVIDE EDUCATION AND TRAINING BENEFITS TO UNIONIZED EMPLOYEESHI501(C)(5)N/A0
HAWAII CARPENTERS MARKET RECOVERY PROGRAM
200 N VINEYARD BLVD STE 100HONOLULUHI96817990264270TO EXPLORE JOINT EMPLOYER/EMPLOYEE WORK OPPORTUNITIESHI501(C)(5)N/A0
HAWAII CARPENTERS VACATION & HOLIDAY FUND
200 N VINEYARD BLVD STE 100HONOLULUHI96817996025504TO PROVIDE VACATION AND HOLIDAY BENEFITS TO UNIONIZED EMPLOYEESHI501(C)(9)N/A0
HAWAII CARPENTERS FINANCIAL SECURITY FUND
200 N VINEYARD BLVD STE 100HONOLULUHI96817990264272EMPLOYEE BENEFIT PLAN PROVIDING RETIREMENT BENEFITSHIN/A0
HAWAII CARPENTERS 401(K) FUND
200 N VINEYARD BLVD STE 100HONOLULUHI96817550822045EMPLOYEE BENEFIT PLAN PROVIDING RETIREMENT BENEFITSHIN/A0

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (50 entries)

Direct Controlling NADirectControllingNACd
808 GATES & DOORS LLC
N/A
AGSALUD CONSTRUCTION LLC
N/A
ALAULA BUILDERS LLC
N/A
ALI'I BUILDERS LLC
N/A
ALOHA GYPSUM FLOORS LLC
APEX TRUSS LLC
ARMSTRONG PACIFIC LLC
ATN CONSTRUCTION LLC
BEACHSIDE ROOFING LLC
CHANNEL CONSTRUCTION LLC
CLOSET SYSTEMS SUPPLY LLC
CML SPECIALTIES LLC
D A BUILDERS LLC
ENABLE ENERGY LABS LLC
FINISHING EDGE CURB & SIDEWALK LLC
FIRETEK PACIFIC LLC
FIRST PACIFIC BUILDERS LLC
FUJINAGA CONTRACTING LLC
GENTRY BUILDERS LLC
GOODFELLOW BOTHERS LLC
GRACE PACIFIC LLC
HAMASAKI CONSTRUCTION LLC
HONOLULU BUILDERS LLC
ISLANDS CREATIONS CONSTRUCTION LLC
J&J DRYWALL & PLASTERING LLC
JBA CONSTRUCTION LLC
JSC CONSTRUCTION LLC
KCK BUILDERS LLC
KENWOOD CONSTRUCTION LLC
LINCOLN BUILDERS LLC
LOUGHLIN DRYWALL LLC
M2K CONSTRUCTION LLC
MODERN FLOORING LLC
NOHO'ANA BUILDERS LLC
OAHU GARAGE DOOR LLC
ONO CONSTRUCTION LLC
PARADIGM CONSTRUCTION LLC
PAUL'S ELECTRICAL CONTRACTING LLC
PAVIMENTO HAWAII LLC
PRISM ACOUSTICAL & DRYWALL LLC
PROTECH ROOFING LLC
R&L OHANA LLC
REDMONT CONSTRUCTION LLC
SOLID SURFACE WORKS LLC
SONNY'S WALL SERVICES LLC
STANLEY ACCESS TECHNOLOGIES LLC
STRONGENTERPRISES LLC
VIKING ADVANCED FINISHES LLC
WATTS CONSTRUCTORS LLC
WAVE BUILDERS LLC

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (189 entries)

808 CONSULTING AND CONSTRUCTION
A'S CARPENTRY INC
ABSHER CONSTRUCTION CO
ACOUSTICAL DRYWALL SYS
AKAMAI BUILDERS INC
AKINAKA CONSTRUCTION
ALAN S HINAHARA CONSTRUCTION INC
ALAN SHINTANI INC
ALBERT C KOBAYASHI INC
ALCAL SPECIALTY CONTR
ALL SITE CONSTRUCTION
ALLIED BUILDERS SYSTEM
ALLIED CONSTRUCTION INC
AMERICAN PIPING & BOILER
ANDERSON POOLWORKS
APB CONSTRUCTION CORP
ARISUMI BROTHERS INC
ARTISTIC BUILDERS
AULI'I CONSTRUCTION
BE CHANGE NOW
BEK INC
BEST VINYL FENCE & DECK
BLAZY CONSTRUCTION INC
BRAND ENERGY SVCS INC
BRAND-SAFWAY
BRETT HILL CONSTRUCTION
BRIAN'S CONTRACTING INC
BRUCE MATSON COMPANYINC
C T CARPENTRY
CJ PETERSON
CAFFEY INC
CARPENTERS UNION LOCAL 745
CD BUILDERS INC
CDT ISLAND CONSTRUCTION
CENTRAL CONSTRUCTION INC
CHOICE CONSTRUCTION INC
CLEAR CHOICE BUILDERS INC
CLOSE CONSTRUCTION INC
COASTAL CONSTRUCTION CO
COMMERCIAL SHELVING INC
CONSTRUCTORS HAWAII INC
CORNAIR REMODELING INC
D & D CONSTRUCTION INC
DA BUILDERS INC
DOUG'S ACOUSTICAL AND
DURA CONSTRUCTORS INC
DYK INCORPORATED
EMA CONSTRUCTION
EAGLE INTERIORS INC
EAST & WEST ALUM CRAFT
EDWARDS & SANDS
ELECTRICAL CONTRACTORS
EVERY DOOR SERVICE
F & H CONSTRUCTION INC
FIVE STAR AIRPORT
FLOOR TECHNOLOGIES OF HI
FOUNDATIONS HAWAII INC
FRANK COLUCCIO CONSTR CO
FV COLUCCIO CONSTRUCTION
GATESIDE INC
GILL CONSTRUCTION INC
GOODNIGHT'S CORP DBA
GOTO CONSTRUCTION INC
GROUP BUILDERS INC
GUY'S SUPERIOR INTERIORS
GW CONSTRUCTION
HAAS INSULATION INC
HAWAII MASONRY & DEVELOPMENT CORP
HAWAII MILLWORKS
HAWAII REGIONAL COUNCIL OF CARPENTERS
HAWAIIAN DREDGING CONSTRUCTION COMPANY
HAWAIIAN ISLANDS FORWARDERS
HEALY TIBBITTS BUILDERS
HEEIA CONSTRUCTION CO
HENSEL CONSTRUCTION CO
ICS (INTERNATIONAL CONVENTION SERVICES)
IDEAL CONSTRUCTION INC
IIDA T CONTRACTING LTD
INTEGRATED CONSTR INC
ISEC INC
ISEMOTO CONTRACTING
ISLAND HERITAGE BUILDERS
ISLAND PACIFIC INSTALLERS
JW INC
JAY KADOWAKI INC
JCK CONTRACTOR INC
JD HAWAII CONTRACTORS
JDH CONSTRUCTION LTD
KA MO'I CONSTRUCTION
KAIKOR CONSTRUCTION
KAIKOR CONST GROUP INC
KAUAI BUILDERS LTD
KELIKAI INCORPORATED
KENNEDY CONSTRUCTION CORP
KIEWIT BUILDING GROUP INC
KIEWIT INFRASTRUCTURE
KOGA ENGINEERING & CONSTRUCTION INC
KPRS HAWAII CONSTR INC LA'AU STRUCTURES INC
LA'AU STRUCTURES INC
LANAI BUILDERS INC
LANKFORD CONSTRUCTION CO
LARGO CONCRETE INC
LEND LEASE
LEVEL 5 DRYWALL
LEWIS & MANN PLASTERING
LLOYD W AUBRY CO INC
M SHIROMA CONSTRUCTION
MAKAI SOLUTIONS
MARKET RECOVERY
MARMOL HAWAII INC
MARYL GROUP CONSTRUCTION
MAUI CLOSET COMPANY
MCCLONE CONSTRUCTION CO
MITSUNAGA CONST INC
MJ CONSTRUCTION COMPANY
MOSS & ASSOCIATES
NAN INC
NARITO CONSTRUCTION CO
NATIONWIDE INST SERV INC
NOGUCHI BUILDERS INC
NORDIC PCL CONSTRUCTION
NORTHSHORE EXTERIORS INC
O P CONSTRUCTION CO
OKADA TRUCKING CO LTD
P M J BUILDERS INC
P&I BUILDERS INC
PACCON CONSTRUCTION INC
PACIFIC CONCRETE WORKS INC
PACIFIC FOUNDATION INC
PARSONS RCI INC
PARTITION SPECIALTIES
PIONEER CONTR CO LTD
PREMIER INTERIOR DEVELOPMENT INC
PRO BILT CONSTRUCTION
RALPH S INOUYE CO LTD
RAYNOR OVERHEAD DOORS & GATES INC
REEF DEVELOPMENT OF HI
RIDGEWAY CONSTRUCTION
RLP INC
ROBERT A BOTHMAN INC
ROBERT M KAYA BUILDERS
ROMSCO INC
ROYAL CONTRACTING CO LTD
RSL DRYWALL
S & G CONSTRUCTION INC
S & M SAKAMOTO INC
SAMAP USA CORP
SEA ENGINEERING INC
SHIMMICKTRAYLORGRANITE
SHIOI CONSTRUCTION INC
SINCLAIR DRYWALL INC
SITE ENGINEERING INC
SOLID SURFACE TECH
SSF CONSTRUCTION
STAN'S CONTRACTING INC
STATEWIDE GEN CONTRACTING
STEELTECH INC
STRUCTURAL DYNAMICS INC
SUMMIT CONSTRUCTION INC
SWI FINISHING HI INC
SWINERTON BUILDERS
SYNC DRYWALL SYSTEMS
TCS DRYWALL INC
TERRASMART INC
THE LOOKING GLASS CORP
TOKUNAGA MASONRY INC
TOMA TOMMY S CONTRACTOR
TOMCO CORPORATION
TRICON INC
TROPICAL TRIM & DESIGN
TRUE LINE CONSTRUCTION SERVICES LTD
UNISTRUT HAWAII
UNITED GENERAL CONTRACTING INC
UNIVERSAL CONSTRUCTION
UNLIMITED CONSTRUCTION SERVICES INC
V & C DRYWALL CONTRACTORS
VIKING CONSTRUCTION INC
WW CLYDE & COMPANY
WAIHONA BUILDERS LTD
WALTZ ENGINEERING INC
WEBER COMPANY
WEST MAUI CONSTRUCTION
WESTERN INDUSTRIAL CONTR
WESTERN OVERHEAD DOOR
WHITE SANDS CONSTRUCTION
YASUHARA DRYWALL
Z CONTRACTORS INC
ZELINSKY COMPANY
ZOE BUILDERS INC
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd