2021-07-13T15:46:39-05:00 2020-08-31 450250958 EIDE BAILLY LLP 3130 CROW CANYON PL STE 300 SAN RAMON CA 945831386 990 2019-09-01 996014752 HAWAII CARPENTERS HEALTH & WELFARE FUND HAWA 8088417575 200 N VINEYARD BLVD HONOLULU HI 96817 RONALD TAKETA CO-CHAIR, BOARD OF TRUSTEES 8088417575 2021-07-13 1 THERESA MONTGOMERY CPA P00232100 9254804000 2021-07-11 2019 2022-09-23 18:48:47Z RONALD TAKETA 200 N VINEYARD BLVD HONOLULU HI 96817 214388461 0 X WWW.HBAI.NET X 1967 CA TO OPERATE HEALTH AND WELFARE EMPLOYEE BENEFIT PLANS. 10 10 0 10 0 0 0 0 48990984 46930104 14631973 10228869 0 0 63622957 57158973 0 0 41627491 40537004 0 0 0 0 0 2643132 2717467 44270623 43254471 19352334 13904502 271553972 298792996 1809712 385891 269744260 298407105 TO OPERATE HEALTH AND WELFARE EMPLOYEE BENEFIT PLANS. 0 0 MEDICAL, DENTAL, LIFE INSURANCE AND OTHER HEALTH & WELFARE BENEFITS WERE PROVIDED TO APPROXIMATELY 4,631 ELIGIBLE PARTICIPANTS UNDER TWO EMPLOYEE BENEFIT PLANS. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 69 0 1 0 0 0 0 0 0 0 0 0 X 10 10 1 1 0 0 0 1 0 1 1 0 0 1 0 0 0 0 0 0 X HAWAII BENEFIT ADMINISTRATORS 8088417575 200 N VINEYARD BLVD HONOLULU HI 96817 X X ERIC HASHIZUME CO-CHAIR 1.00 X X 0 0 0 RONALD TAKETA CO-CHAIR 1.00 X X 0 0 0 RUSSELL YOUNG SECRETARY 1.00 X X 0 0 0 KYLE CHOCK TRUSTEE 0.10 X 0 0 0 GEORGE EHARA TRUSTEE 0.10 X 0 0 0 SHAYNE CHUNG TRUSTEE 0.10 X 0 0 0 CONRAD C VERDUGO JR TRUSTEE 0.10 X 0 0 0 TRAVIS MURAKAMI TRUSTEE 0.10 X 0 0 0 GLEN KANESHIGE TRUSTEE 0.10 X 0 0 0 RALPH HOOHULI TRUSTEE 0.10 X 0 0 0 0 0 0 0 0 0 0 HAWAII MEDICAL SERVICE ADMINISTRATION PO BOX 86 HONOLULU HI 96808 CLAIMS ADMINISTRATOR 1141988 HAWAII BENEFIT ADMINISTRATORS INC 200 N VINEYARD BLVD HONOLULU HI 96813 PLAN ADMINISTRATION 630308 RAYMOND JAMES 1001 BISHOP STREET STE 2920 HONOLULU HI 96813 INVESTMENT MANAGER 184693 BENEFIT PLAN SOLUTIONS INC 680 IWILEI ROAD STE 528 HONOLULU HI 96817 BENEFIT CONSULTANT 149912 FIRST HAWAIIAN BANK PO BOX 3200 HONOLULU HI 96847 INVESTMENT CUSTODIAN 124025 5 EMPLOYER CONTRIBUTIONS 900099 45567586 45567586 EMPLOYEE CONTRIBUTIONS 900099 1362518 1362518 46930104 7618697 7618697 159839660 157229488 2610172 2610172 2610172 57158973 46930104 0 10228869 40537004 1772296 33974 42741 197128 334605 134804 32470 3762 26943 CUSTODIAL BANK FEES 124025 PATIENT CARE OUTCOME RE 14597 MISCELLANEOUS 122 43254471 374330 279905 6166449 10412641 5131414 4790190 258173208 281469449 1708571 1840811 271553972 298792996 209712 385891 1600000 0 1809712 385891 X 0 0 0 0 269744260 298407105 269744260 298407105 271553972 298792996 13904502 14774887 -16544 0 X X 0 1 X 0 0 0 X 71736732 14774887 14774887 56961845 197128 197128 57158973 43057343 0 43057343 197128 197128 43254471 PART X, LINE 2: THE FILING ORGANIZATION IS AN EMPLOYEE BENEFIT TRUST CONSITING OF TWO EMPLOYEE BENEFIT PLANS. THE TWO PLANS ARE SEPARATELY AUDITED. A CONSOLIDATED AUDIT AT THE TRUST LEVEL IS NOT PERFORMED. THE AUDIRED FINANCIAL STATEMENTS OF EACH PLAN PROVIDE GENERAL DISCLOSURES PERTAINING TO FIN 48 (ASC 740). THE PLAN ADMINISTREATOR IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS AFFECTING THE PLANS OR THE TRUST. HAWAII BENEFIT ADMINISTRATORS INC (HBAI) ONE OR MORE TRUSTEES OF THE ORGANIZATION IS A DIRECTOR OF HBAI. 630308 THE ORGANIZATION HAS CONTRACTED WITH HBAI TO PROVIDE PLAN ADMINISTRATION SERVICES TO THE FUND. 0 FORM 990, PART VI, SECTION A, LINE 2 THE BOARD OF TRUSTEES IS COMPOSED OF TEN VOTING TRUSTEES, FIVE OF WHOME ARE UNION" TRUSTEES AND FIVE OF WHOM ARE "CONTRACTOR" TRUSTEES. THE UNION" TRUSTEES ARE APPOINTED BY THE HAWAII REGIONAL COUNCIL OF CARPENTERS. THE "CONTRACTOR" TRUSTEES ARE APPOINTED BY THE GENERAL CONTRACTORS LABOR ASSOCIATION AND/OR THE BUILDING INDUSTRY LABOR ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 3 MANAGEMENT CONTROL IS RETAINED BY THE BOARD OF TRUSTEES. ADMINISTRATIVE DUTIES HAVE BEEN CONTRACTED TO A THIRD PARTY ADMINISTRATOR, HAWAII BENEFIT ADMINISTRATORS. FORM 990, PART VI, SECTION A, LINE 7A THE GOVERNING BOARD IS APPOINTED BY THE HAWAII REGIONAL COUNCIL OF CARPENTERS, THE GENERAL CONTRACTORS LABOR ASSOCIATION, AND/OR THE BUILDING INDUSTRY LABOR ASSOCIATION. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 WAS PROVIDED TO THE BOARD OF TRUSTEES PRIOR TO IRS FILING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FORM 990, AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART VII: TRUSTEES OF THE TRUST ARE EMPLOYEES OF CONTRIBUTING EMPLOYERS THAT ARE CONSIDERED RELATED ORGANIZATIONS UNDER THE DEFINITIONS IN SCHEDULE R. THE RELATED ORGANIZATIONS ARE FOR-PROFIT ORGANIZATIONS, ARE NOT OWNED OR CONTROLLED, DIRECTLY OR INDIRECTLY, BY THE ORGANIZATION OR ONE OR MORE RELATED TAX-EXEMPT ORGANIZATIONS, AND DO NOT PROVIDE MANAGEMENT SERVICES FOR A FEE TO THE ORGANIZATION. AS SUCH COMPENSATION PAID BY RELATED ORGANIZATIONS IS NOT SHOWN UNDER THE VOLUNTEER EXCEPTION. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. 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