HAWAII HEALTH AND WELFARE TRUST FUND FOR OPERATING ENGINEERS: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HAWAII HEALTH AND WELFARE TRUST FUND FOR OPERATING ENGINEERS (EIN 94-6182984)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202203189349319315
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T19:08:04-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10681 FOOTHILL BLVD STE 300 | AddressLine1Txt |
| City | RANCHO CUCAMONGA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 917303831 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 946182984 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAWAII HEALTH AND WELFARE TRUST | BusinessNameLine1Txt |
| Business Name Line2 | FUND FOR OPERATING ENGINEERS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HAWA | BusinessNameControlTxt |
| Phone | 5106718818 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 HARBOR BAY PKWY 200 | AddressLine1Txt |
| City | ALAMEDA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94502 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL REDING | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5106718818 | PhoneNum |
| Signature | 2022-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DANIEL | PersonFirstNm |
| Person Last | REDING | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CATHERINE L GRAY CPA | PreparerPersonNm |
| PTIN | P01294460 | PTIN |
| Phone | 9094664410 | PhoneNum |
| Preparation | 2022-11-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DANIEL REDING | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 HARBOR BAY PKWY 200 | AddressLine1Txt |
| City | ALAMEDA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94502 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $110,689,623 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1967 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 82 | TotalEmployeeCnt |
| Total Volunteers | 10 | TotalVolunteersCnt |
| Total Gross UBI | $2,540,974 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $26,270,701 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $24,903,801 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,396,584 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,540,974 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $250 | CYOtherRevenueAmt |
| PY Total Revenue | $28,667,285 | PYTotalRevenueAmt |
| CY Total Revenue | $27,445,025 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $21,782,743 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $24,025,345 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,649,022 | PYOtherExpensesAmt |
| CY Other Expenses | $1,738,588 | CYOtherExpensesAmt |
| PY Total Expenses | $23,431,765 | PYTotalExpensesAmt |
| CY Total Expenses | $25,763,933 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,235,520 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,681,092 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $62,542,329 | TotalAssetsBOYAmt |
| Total Assets EOY | $65,988,740 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $21,194,544 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $24,519,347 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $41,347,785 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $41,469,393 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE HEALTH AND WELFARE BENEFITS TO APPROXIMATELY 1,524 PARTICIPANTS COVERED BY COLLECTIVE BARGAINING AGREEMENTS BETWEEN EMPLOYERS AND THE UNION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS COVERED BY COLLECTIVE BARGAINING AGREEMENTS BETWEEN EMPLOYERS AND THE UNION. | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 82 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZENITH AMERICAN SOLUTIONS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5106718818 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 HARBOR BAY PKWY 200 | AddressLine1Txt |
| City | ALAMEDA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94502 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| LANCE INOUYE | ||||||
| CHAIRMAN | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAN REDING | ||||||
| CO-CHAIRMAN | 5.00 | Yes (X) | Yes (X) | $0 | $290,525 | $75,642 |
| RODNEY NOHARA | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| KATHLEEN THURSTON | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE INGERSOLL | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $239,179 | $72,558 | |
| ANALESEA TUIASOSOPO | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $165,948 | $75,390 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $695,652 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $223,590 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HAWAII MEDICAL SERVICE ASSOCIATION | |||||
| 818 KEEAUMOKU ST | HONOLULU | HI | 96808 | BENEFIT ADMIN | $797,695 |
| MULTI PLAN SERVICES AGENCY INC | |||||
| 1600 HARBOR BAY PKWY | ALAMEDA | CA | 94502 | ADMINISTRATION | $239,331 |
| ZENITH AMERICAN SOLUTIONS | |||||
| 1600 HARBOR BAY PKWY | ALAMEDA | CA | 94502 | CONTRACT ADMINISTRATOR | $220,355 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| EMPLOYER CONTRIBUTIONS | $24,771,268 | $24,771,268 |
| COBRA REFUND | $70,559 | $70,559 |
| EMPLOYEE CONTRIBUTION | $45,210 | $45,210 |
| LIQUIDATED DAMAGES | $16,764 | $16,764 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $24,903,801 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $996,115 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $996,115 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $84,789,457 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $83,244,598 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,544,859 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,544,859 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $1,544,859 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Total Revenue Column | $250 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $250 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $250 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,445,025 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $24,904,051 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $2,540,974 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,025,345 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $220,355 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,000 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,750 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $197,641 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $929,436 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,130 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,004 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| MULTI-PLAN SERVICES | $239,331 |
| PRINTING AND POSTAGE | $27,456 |
| PATIENT CARE OUTCOME RE | $10,204 |
| MISCELLANEOUS | $1,281 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,763,933 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,457,776 | BOYAmt |
| EOY | $9,763,898 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $938,442 | BOYAmt |
| EOY | $1,153,716 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,113,814 | BOYAmt |
| EOY | $1,806,984 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,112 | BOYAmt |
| EOY | $26,402 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,471,337 | BOYAmt |
| EOY | $48,222,366 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,559,848 | BOYAmt |
| EOY | $5,015,374 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,542,329 | BOYAmt |
| EOY | $65,988,740 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $257,405 | BOYAmt |
| EOY | $330,358 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,937,139 | BOYAmt |
| EOY | $24,188,989 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,194,544 | BOYAmt |
| EOY | $24,519,347 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,347,785 | BOYAmt |
| EOY | $41,469,393 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,347,785 | BOYAmt |
| EOY | $41,469,393 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,542,329 | BOYAmt |
| EOY | $65,988,740 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,681,092 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,559,484 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ACCRUED INTEREST AND DIVIDENDS | $184,954 |
| DUE FROM OTHER TRUSTS | $1,963,421 |
| EXPERIENCE REFUNDS | $2,719,280 |
| DUE FROM BROKER FOR SECURITIES SOLD | $71,924 |
| MISCELLANEOUS RECEIVABLES | $75,795 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $5,015,374 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| GROUP INSURANCE PREMIUMS PAYABLE | $1,470,845 |
| SELF-FUNDED CLAIMS PAYABLE | $6,922,769 |
| BANK OF HOURS LIABILITY | $15,395,000 |
| DEATH BENEFIT LIABILITY | $180,000 |
| DUE TO OTHER TRUSTS | $1,074 |
| DUE TO BROKER FOR SECURITIES PURCHASED | $219,301 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $24,188,989 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $25,687,900 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,559,484 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$1,559,484 | RevenueNotReportedAmt |
| Revenue Subtotal | $27,247,384 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $197,641 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $197,641 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $27,445,025 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $22,272,266 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $22,272,266 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $197,641 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $3,294,026 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $3,491,667 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $25,763,933 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | CHANGE IN BENEFIT OBLIGATIONS 3,294,026. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAN REDING | ||||||||||||||
| CO-CHAIRMAN | $0 | $290,525 | $0 | $0 | $0 | $0 | $0 | $53,303 | $0 | $22,339 | $0 | $366,167 | $0 | $0 |
| STEVE INGERSOLL | ||||||||||||||
| TRUSTEE | $0 | $239,179 | $0 | $0 | $0 | $0 | $0 | $53,303 | $0 | $19,255 | $0 | $311,737 | $0 | $0 |
| ANALESEA TUIASOSOPO | ||||||||||||||
| TRUSTEE | $0 | $165,948 | $0 | $0 | $0 | $0 | $0 | $53,303 | $0 | $22,087 | $0 | $241,338 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE ORGANIZATION DELEGATES CONTROL OVER MANAGEMENT DUTIES CUSTOMARILY PERFORMED BY OR UNDER THE DIRECT SUPERVISION OF OFFICERS, DIRECTORS OR TRUSTEES, OR KEY EMPLOYEES TO THE CONTRACT ADMINISTRATOR, ZENITH AMERICAN SOLUTIONS. |
| FORM 990, PART VI, SECTION A, LINE 8B | THE ORGANIZATION DOES NOT HAVE ANY SUB-COMMITTEES THAT HAVE THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS POSTED TO THE TRUSTEE WEBSITE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE QUARTERLY BOARD MEETINGS PROVIDE AN OFFICIAL VENUE FOR OFFICERS, DIRECTORS, AND TRUSTEES TO DISCLOSE SUCH INTERESTS THAT COULD GIVE RISE TO CONFLICT. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XII, LINE 2C | THE BOARD OF TRUSTEES ASSUMES RESPONSIBILTY FOR OVERSEEING THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND FOR SELECTING THE INDEPENDENT AUDITOR. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (105 entries)
| A C EXCAVATORS INC |
| ACCESS LIMITED CONSTRUCTION |
| ADVANCED ENTERPRISES |
| ALBERT C KOBAYASHI INC |
| ALII BUILDERS LLC |
| AMAZON CONST INC |
| AMERICAN MARINE CORP |
| AMERICAN PIPING & BOILER CO |
| APANA LIFTING SERVICES LLC |
| ARISUMI BROTHERS INC |
| ASSOCIATED CRANE & SERVICES LLC |
| BERKEL & CO CNTRCTRS INC |
| BLASTING TECHNOLOGY INC |
| BRIAN H SMITH DEMOLITION & EXCAVATING I |
| BSR RENTALS |
| C J PETERSON SERVICE INC |
| CLOSE CONSTRUCTION INC |
| CMZ OF HAWAII INC |
| COLUMBIA PACIFIC CONSTRUCTION INC |
| DIVERSIFIED CRANE |
| DN TANKS INC |
| DURA CONSTRUCTORS INC |
| EARTHWORKS PACIFIC |
| EXCAVATIONS ETC INC |
| FONG CONST CO LTD |
| FOUNDATION INTL INC |
| FV COLUCCIO CONSTRUCTION |
| GARNER CONSTRUCTION WBE INC |
| GOODFELLOW BROS LLC |
| GRACE PACIFIC LLC |
| GROUP BUILDERS INC |
| HAWAII LAYOUT CONSTRUCTION INC |
| HAWAII PACIFIC CONC & PAVING INC |
| HAWAII-AMERICAN WATER COMPANY |
| HAWAIIAN CRANE&RIGG LTD |
| HAWAIIAN DREDGING&CONS |
| HEALY TIBBITTS BUILDERS INC |
| HENSEL PHELPS |
| HI'ILAWE CONSTRUCTION LLC |
| INTEGRATED CONSTRUCTION INC |
| ISEMOTO CONTR CO LTD |
| ISLAND STEEL ERECTORS LLC |
| J S R EQUIPMENT INC |
| JACK ENDO ELECTRIC INC |
| JAYAR CONSTRUCTION INC |
| JJS CONSTRUCTION INC |
| K & H EQUIP & RENTALS |
| KAIKOR CONSTRUCTION COMAPNY INC |
| KAMALII TRCKG & RTL INC |
| KELIKAI INCORPORATED |
| KELLER NORTH AMERICA INC |
| KIEWIT INFRASTRUCTURE WEST CO |
| KOGA |
| LANDAN CONSTRUCTION INC |
| LEIGH DIVERSIFIED |
| MAHELU BOBCATS INC |
| MALAMA INSPECTION |
| MAUI KUPONO BUILDERS DBA MANU BUILDERS |
| MAUI PAVING |
| MEGA CONST INC |
| MEI CORPORATION |
| MIRA IMAGE CONSTRUCTION |
| MORT DRILLING SERVICES INC |
| MOSS AND ASSOCIATES |
| NAN INC |
| NORDIC PCL CONSTRUCTION INC |
| NORTHWEST DEMOLITION & DISMANTLING INC |
| OAHU BASED CONTRACTING LLC |
| OKADA TRUCKING CO LTD |
| OPER ENG CREDIT UNION |
| OPER ENGR HAWAII IND STABILIZATION |
| OPER ENGR LOCAL 3 |
| OPERATING ENGINEERS #3 |
| PACIFIC CONCRETE CUTTING & CORING |
| PACIFIC CRANE SERVICE HAWAII |
| PACIFIC FOUNDATION INC |
| PACIFIC PILE & CRANE INC |
| PAHOA CONTRACTING INC -SCH 2 |
| PARADIGM CONSTRUCTION LLC |
| PARSONS RCI |
| PENHALL CO DBA CONCRETE CORING OF HAWAII |
| R M Y CONSTRUCTION |
| RHS LEE INC |
| ROAD & HIGHWAY BUILDERS |
| ROAD AND HIGHWAY BUILDERS LLC |
| ROAD BUILDERS CORP |
| ROJAC CONSTRUCTION INC |
| RONS CONST CO |
| ROYAL CONTR CO LTD |
| SCHNABEL FOUNDATION CO |
| SEA ENGINEERING INC |
| SHIMMICK CONST CO INC |
| SHIMMICK CONSTRUCTION COMPANY INC |
| SHIOI CONSTRUCTION INC |
| SITE CONSTRUCTORS INC |
| SITE ENGINEERING INC |
| STACY & WITBECKKIEWITHOFFMAN A JV |
| SWINERTON BUILDERS |
| T IIDA CONTRACTING LTD |
| TAJIRI RECYCLING & DEMOLITION LLC |
| USA CONSTRUCTION CO |
| W W CLYDE & CO |
| WAALANI ENTERPRISES |
| WATTS CONSTRUCTORS LLC |
| WESTERN INDUSTRIAL CONTRACTORS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PARTS II, III, AND IV - IDENTIFICATION OF RELATED TAX ORGANIZATIONS | FormAndLineReferenceDesc |
| Explanation | IN A MULTIEMPLOYER PLAN, A CONTRIBUTING EMPLOYER IS CONSIDERED A RELATED ORGANIZATION BECAUSE THEY ARE OBLIGATED TO CONTRIBUTE TO THE PLAN PURSUANT TO THE TERMS IN THE COLLECTIVE BARGAINING OR PARTICIPATION AGREEMENT. THE ADMINISTRATIVE OFFICE ONLY MAINTAINS THE DATA NECESSARY TO FULFILL THE OBLIGATION TO CONTRIBUTE, IT DOES NOT MAINTAIN SPECIFIC BUSINESS DATA REGARDING THE EMPLOYERS, SUCH AS ENTITY TYPE OR TAX INFORMATION. | ExplanationTxt |