HAWAII CARPENTERS HEALTH & WELFARE TRUST FUND: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HAWAII CARPENTERS HEALTH & WELFARE TRUST FUND (EIN 99-6014752)
- Tax period
- 2023-09-01 to 2024-08-31
- Filed
- 2025-07-15
- IRS object ID
- 202541969349302429
- Schema version
- 2023v6.0
- 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 | 2025-07-15T14:31:56-05:00 | ReturnTs |
| Tax Period End | 2024-08-31 | 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 | 800 Nicollet Mall Ste 1300 | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554027033 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 996014752 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hawaii Carpenters Health & Welfare Fund | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HAWA | BusinessNameControlTxt |
| Phone | 8088417575 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 N Vineyard Blvd | AddressLine1Txt |
| City | Honolulu | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96817 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Travis Murakami | PersonNm |
| Person Title | Co-Chair | PersonTitleTxt |
| Phone | 8088417575 | PhoneNum |
| Signature | 2025-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kim Hunwardsen CPA | PreparerPersonNm |
| PTIN | P00484560 | PTIN |
| Phone | 6122536500 | PhoneNum |
| Preparation | 2025-07-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Travis Murakami | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 N Vineyard Blvd | AddressLine1Txt |
| City | Honolulu | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96817 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $75,836,724 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | www.hbai.net | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1967 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | To operate health and welfare employee benefit plans. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $23,073,331 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $46,740,683 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $52,763,393 | CYProgramServiceRevenueAmt |
| PY Investment Income | $11,534,136 | PYInvestmentIncomeAmt |
| CY Investment Income | $23,073,331 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $58,274,819 | PYTotalRevenueAmt |
| CY Total Revenue | $75,836,724 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $46,957,996 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $45,419,170 | 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 | $2,176,033 | PYOtherExpensesAmt |
| CY Other Expenses | $3,298,892 | CYOtherExpensesAmt |
| PY Total Expenses | $49,134,029 | PYTotalExpensesAmt |
| CY Total Expenses | $48,718,062 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $9,140,790 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $27,118,662 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $322,353,153 | TotalAssetsBOYAmt |
| Total Assets EOY | $395,372,324 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,285,053 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,177,195 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $321,068,100 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $394,195,129 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To operate health and welfare employee benefit plans. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | Medical, dental, life insurance and other health & welfare benefits were provided to approximately 4,421 eligible participants under two employee benefit plans. | 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 | 0 | 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 | 54 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| 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 |
| 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 | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | 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 | Yes (1) | 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 | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hawaii Benefit Administrators | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8088417575 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 N Vineyard Blvd | AddressLine1Txt |
| City | Honolulu | CityNm |
| State Abbreviation | HI | StateAbbreviationCd |
| ZIP | 96817 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| Eric Hashizume | |||||||
| Co-Chair | 1.00 | 40.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Travis Murakami | |||||||
| Co-Chair | 1.00 | 40.00 | Yes (X) | Yes (X) | $0 | $139,064 | $42,800 |
| Dione Kalaola | |||||||
| Secretary | 0.10 | 40.00 | Yes (X) | Yes (X) | $0 | $139,064 | $42,800 |
| Kyle Chock Until 22024 | |||||||
| Trustee | 0.10 | 40.00 | Yes (X) | $0 | $272,000 | $42,800 | |
| Nathaniel Kinney | |||||||
| Trustee | 0.10 | 40.00 | Yes (X) | $0 | $139,064 | $42,800 | |
| Juan Padasao Jr | |||||||
| Trustee | 0.10 | 40.00 | Yes (X) | $0 | $139,064 | $42,800 | |
| Erik Nakamura | |||||||
| Trustee Alternate | 0.10 | 40.00 | Yes (X) | $0 | $0 | $0 | |
| Conrad C Verdugo Jr | |||||||
| Trustee | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 | |
| Blake Inouye | |||||||
| Trustee | 0.10 | 40.00 | Yes (X) | $0 | $0 | $0 | |
| Glen Kaneshige | |||||||
| Trustee | 0.10 | 40.00 | Yes (X) | $0 | $0 | $0 | |
| Michael Young | |||||||
| Trustee | 0.10 | 40.00 | Yes (X) | $0 | $0 | $0 | |
| Ronald Taketa | |||||||
| Trustee | 0.10 | 40.00 | Yes (X) | $0 | $359,160 | $42,800 | |
| Hunter Hill As of 82024 | |||||||
| Trustee Alternate | 0.10 | 40.00 | Yes (X) | $0 | $0 | $0 | |
| Eric Reiny As of 22024 | |||||||
| Trustee Alternate | 0.10 | 40.00 | Yes (X) | $0 | $120,240 | $42,800 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,307,656 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $299,600 | 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 Benefit Administrators Inc | |||||
| 200 N Vineyard Blvd | Honolulu | HI | 96817 | Trust Administrator | $754,863 |
| First Hawaiian Bank | |||||
| 999 Bishop St 28th FL | Honolulu | HI | 96813 | Investment Custodian | $263,011 |
| Raymond James | |||||
| PO Box 23641 | St Petersburg | FL | 33742 | Investment Manager | $120,653 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Employer Contributions | 525120 | $51,784,476 | $51,784,476 |
| Participant Contributions | 525120 | $978,917 | $978,917 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $52,763,393 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,919,830 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $12,919,830 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,153,501 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,153,501 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,153,501 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $10,153,501 | UnrelatedBusinessRevenueAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $75,836,724 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $52,763,393 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $23,073,331 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,419,170 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $770,791 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,985 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,081 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $689,671 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,420,186 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $177,352 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,899 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,498 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,204 | TotalAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Patient Care Outcome Re | Desc |
| Total | $16,782 | TotalAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,443 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,718,062 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $670,178 | BOYAmt |
| EOY | $425,584 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,213,260 | BOYAmt |
| EOY | $27,994,377 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,431,162 | BOYAmt |
| EOY | $6,008,298 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $300,038,553 | BOYAmt |
| EOY | $360,060,970 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $883,095 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $322,353,153 | BOYAmt |
| EOY | $395,372,324 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,053 | BOYAmt |
| EOY | $193,024 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,250,000 | BOYAmt |
| EOY | $887,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $97,171 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,285,053 | BOYAmt |
| EOY | $1,177,195 | 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 | $321,068,100 | BOYAmt |
| EOY | $394,195,129 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $321,068,100 | BOYAmt |
| EOY | $394,195,129 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $322,353,153 | BOYAmt |
| EOY | $395,372,324 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $27,118,662 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $28,289,867 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $17,718,500 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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 | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Reciprocal Contributions Payable | Desc |
| Amt | $97,171 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $97,171 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $103,569,808 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $28,289,867 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $28,289,867 | RevenueNotReportedAmt |
| Revenue Subtotal | $75,279,941 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $556,783 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $556,783 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $75,836,724 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $48,161,279 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $48,161,279 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $556,783 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $556,783 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $48,718,062 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X, Line 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
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 (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ronald Taketa | ||||||||||||||
| Trustee | $0 | $359,160 | $0 | $0 | $0 | $0 | $0 | $24,774 | $0 | $18,027 | $0 | $401,961 | $0 | $0 |
| Kyle Chock Until 22024 | ||||||||||||||
| Trustee | $0 | $272,000 | $0 | $0 | $0 | $0 | $0 | $24,774 | $0 | $18,027 | $0 | $314,801 | $0 | $0 |
| Travis Murakami | ||||||||||||||
| Co-Chair | $0 | $139,064 | $0 | $0 | $0 | $0 | $0 | $24,774 | $0 | $18,027 | $0 | $181,865 | $0 | $0 |
| Dione Kalaola | ||||||||||||||
| Secretary | $0 | $139,064 | $0 | $0 | $0 | $0 | $0 | $24,774 | $0 | $18,027 | $0 | $181,865 | $0 | $0 |
| Nathaniel Kinney | ||||||||||||||
| Trustee | $0 | $139,064 | $0 | $0 | $0 | $0 | $0 | $24,774 | $0 | $18,027 | $0 | $181,865 | $0 | $0 |
| Juan Padasao Jr | ||||||||||||||
| Trustee | $0 | $139,064 | $0 | $0 | $0 | $0 | $0 | $24,774 | $0 | $18,027 | $0 | $181,865 | $0 | $0 |
| Eric Reiny As of 22024 | ||||||||||||||
| Trustee Alternate | $0 | $120,240 | $0 | $0 | $0 | $0 | $0 | $24,774 | $0 | $18,027 | $0 | $163,041 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 1a | The Board of Trustees consists of employees of contributing employers and the Union who are compenstated by these entities for services they provode as employees of their respective employer. As these entities are considered related entities, these members are not considered independent Trustees. |
| 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.The Board of Trustees is composed of ten Trustees, five of whom 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. In addition, alternate union and contractor trustees may be appointed to serve when a trustee is not available. The alternate trustees do not have voting rights unless they are filling the role of a voting trustee. |
| Form 990, Part VI, Section A, line 8b | There are no committees with broad authority that act on behalf of the Board of Trustees. |
| Form 990, Part VI, Section B, line 11b | Form 990 is provided to the Board of Trustees prior to IRS filing. |
| Form 990, Part VI, Section C, line 19 | The Organization makes its governing documents 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/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| General Contractors Labor Association | |||||||||
| 1065 Ahua St | Honolulu | HI | 96819 | 990118431 | Negotiating and administering Collective Barganing Agreements | HI | 501(c)(6) | N/A | 0 |
| Building Industry Labor Association | |||||||||
| PO Box 17844 | Honolulu | HI | 96817 | 990321214 | Negotiating and administering Collective Barganing Agreements | HI | 501(c)(5) | N/A | 0 |
| Hawaii Regional Council of Carpenters | |||||||||
| 1311 Houghtailing St | Honolulu | HI | 96817 | 453998630 | Labor Organization | HI | 501(c)(5) | N/A | 0 |
| Hawaii Carpenters Market Recovery Program | |||||||||
| Hawaii Carpenters Apprenticeship and Training Fund | |||||||||
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (50 entries)
| 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 Construction LLC |
| Closet Systems Supply LLC |
| CML Specialties LLC |
| Elevated Construction LLC |
| Enable Energy Labs LLC |
| Firetek Pacific LLC |
| First Pacific Builders LLC |
| Fujinaga Contracting LLC |
| Gentry Builders LLC |
| Goodfellow Brothers LLC |
| Grace Pacific LLC |
| Haloa Construction LLC |
| Hamasaki Construction LLC |
| Honolulu Builders LLC |
| ISE LLC |
| Islands Creations Construction LLC |
| J&J Drywall & Plastering LLC |
| JBA Construction LLC |
| JSC Construction LLC |
| Kauhale Contracting LLC |
| KCK Builders LLC |
| Kenwood Construction LLC |
| Kore Construction LLC |
| Lanai Resorts LLC |
| Lincoln Builders LLC |
| M2K Construction LLC |
| Modern Flooring LLC |
| Noho'Ana Builders LLC |
| Norpac Walls & Ceiling LLC |
| Oahu Garage Door LLC |
| Paradigm Construction LLC |
| Paul's Electrical Contracting LLC |
| Pavimento Hawaii LLC |
| Prism Acoustical & Drywall LLC |
| Protech Roofing LLC |
| R&L Ohana LLC |
| Solid Surface Works LLC |
| Sonny's Wall Services LLC |
| Stanley Access Technologies LLC |
| Strongenterprises LLC |
| Tops Field Services LLC |
| Viking Advanced Finishes LLC |
| Wave Builders LLC |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (183 entries)
| 808 Consulting and Construction |
| Absher Construction Co |
| Akamai Builders Inc |
| Alan S Hinahara Construction Inc |
| Alan Shintani Inc |
| Albert C Kobayashi Inc |
| Alcal Specialty Contr |
| All Site Construction |
| Allied Builders System |
| Allied Construction Inc |
| APB Construction Corp |
| Arisumi Brothers Inc |
| Artistic Builders |
| ATR Technologies Inc |
| Auli'i Construction |
| BEK Inc |
| Best Vinyl Fence & Deck |
| Blazy Construction Inc |
| Brand-Safway |
| Brett Hill Construction |
| Brian's Contracting Inc |
| Bruce Matson Company Inc |
| CT Carpentry |
| CJ Peterson Services Inc |
| 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 |
| Country Builders Inc |
| D&D Construction Inc |
| DA Builders Inc |
| DHO Joint Venture |
| Doug's Acoustical and Drywall Interiors Inc |
| Dura Constructors Inc |
| DYK Incorporated |
| EMA Construction |
| Eagle Interiors Inc |
| East & West Alum Craft |
| Edwards & Sands Construction Co Inc |
| Electrical Contractors |
| Every Door Service |
| F&H Construction Inc |
| Five Star Airport Alliance |
| Floor Technologies of HI |
| Foundations Hawaii Inc |
| Frank Coluccio Constr Co |
| FV Coluccio Construction Company Inc |
| Gateside Inc |
| Gill Construction Inc |
| Goodnight's Corp dba Construct Drywal Systems |
| Goto Construction Inc |
| Group Builders Inc |
| Guy's Superior Interiors |
| HAAS Insulation Inc |
| Hawaii Carpenter Services |
| Hawaii Layout Construction Inc |
| Hawaii Masonry & Development Corp |
| Hawaii Millworks |
| Hawaiian Dredging Construction Company |
| Hawaiian Isles Interiors |
| Hawaiian Islands Forwarders |
| Healy Tibbitts Builders |
| HEEIA Construction Co |
| Hensel Phelps Construction Co |
| ICS (International Convention Services) |
| IIDA T Contracting LTD |
| Integrated Constr Inc |
| ISEC Inc |
| Isemoto Contracting Company LTD |
| Island Heritage Builders |
| Island Pacific Installers |
| Island Structural Contracting |
| JW Inc |
| Jay Kadowaki Inc |
| JD Hawaii Contractors |
| JDH Construction LTD |
| John Rohrer Contracting Company Inc |
| Ka Mo'i Construction |
| Kaikor Construction Company Inc |
| Kaikor Const Group Inc |
| Kauai Builders LTD |
| Kelikai Incorporated |
| Kenco Construction Inc |
| Kennedy Construction Corp |
| Kiewit Building Group Inc |
| Kiewit Infrastructure West Co |
| Koga Engineering & Construction Inc |
| Kula Glass |
| KPRS Hawaii Constr Inc |
| La'Au Structures Inc |
| Lanai Builders Inc |
| Lankford Construction Co |
| Largo Concrete Inc |
| Lend Lease |
| Level 5 Drywall |
| Lewis & Mann Plastering and Drywall |
| Lloyd W Aubry Co Inc |
| M Shiroma Construction |
| Makai Solutions |
| Maryl Group Construction |
| McClone Construction Co |
| Mitsunaga Const Inc |
| MJ Construction Company |
| Moss & Associates |
| MP Financial Group LTD dba Meridian Pacific LTD |
| Nan Inc |
| Narito Construction Co |
| Nevell Group Inc |
| Noguchi Builders Inc |
| Nordic PCL Construction |
| Northshore Exteriors Inc |
| O P Construction Co |
| Okada Trucking Co LTD |
| Orion Government Services |
| Over the Edge Builders |
| PMJ Builders Inc |
| P&I Builders Inc |
| Paccon Construction Inc |
| Pacific Concrete Works Inc |
| Parsons RCI Inc |
| Pioneer Contr Co LTD |
| Positive Island Builders |
| 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 |
| Stan's Contracting Inc |
| Statewide Gen Contracting |
| Stronghold Engineering Inc |
| Summit Construction Inc |
| SWI Finishing HI Inc |
| Swinerton Builders |
| Sync Drywall Systems |
| TCS Drywall Inc dba Alii Drywall |
| The Looking Glass Corp |
| Tokunaga Masonry Inc |
| Tomco Corporation |
| Tricon Inc |
| Tropical Trim & Design |
| True Line Construction Services LTD |
| US Pacific Inc |
| Unistrut Hawaii |
| United General Contracting Inc |
| Universal Construction |
| Unlimited Construction Services Inc |
| Unrivaled Inc |
| V&C Drywall Contractors |
| Viking Construction Inc |
| WW Clyde & Company |
| Waltz Engineering Inc |
| Weber Company |
| West Maui Construction |
| Western Industrial Contr |
| Western Overhead Door |
| White Sands Construction |
| Wilkinson Technologies LTD |
| Yasuhara Drywall |
| Z Contractors Inc |
| 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 | Yes (1) | 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 |