2020-11-05T16:04:56-06:00 2019-12-31 450250958 EIDE BAILLY LLP 3130 CROW CANYON PL STE 300 SAN RAMON CA 945831386 990 2019-01-01 946182984 HAWAII HEALTH AND WELFARE TRUST FUND FOR OPERATING ENGINEERS HAWA 5106718818 1600 HARBOR BAY PKWY NO 200 ALAMEDA CA 94502 LANCE INOUYE CHAIR 5106718818 2020-11-05 1 THERESA MONTGOMERY CPA P00232100 9254804000 2020-11-05 99.110.55.147 2020-11-05 15:55:54 PS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 327E456370A643C83A1BB4325D39191A230D016A 2019 2021-04-22 16:20:28Z LANCE INOUYE 1600 HARBOR BAY PKWY NO 200 ALAMEDA CA 94502 78686369 0 X N/A X 1967 CA TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS. 7 7 0 7 0 0 0 0 23570688 26531194 1508860 1822500 1159435 0 26238983 28353694 0 0 24856010 25291516 0 0 0 0 0 1748151 1796249 26604161 27087765 -365178 1265929 53200804 58393268 21518017 23562018 31682787 34831250 TO PROVIDE HEALTH AND WELFARE BENEFITS TO APPROXIMATELY 1,600 PARTICIPANTS COVERED BY COLLECTIVE BARGAINING AGREEMENTS BETWEEN EMPLOYERS AND THE UNION. 0 0 TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS COVERED BY COLLECTIVE BARGAINING AGREEMENTS BETWEEN EMPLOYERS AND THE UNION. 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 60 0 1 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 1 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X ZENITH AMERICAN SOLUTIONS 5106718818 1600 HARBOR BAY PKWY NO 200 ALAMEDA CA 94502 X LANCE INOUYE CHAIRMAN 5.00 X X 0 0 0 DAN REDING CO-CHAIRMAN 5.00 X X 0 0 0 RODNEY NOHARA TRUSTEE 5.00 X 0 0 0 KATHLEEN THURSTON TRUSTEE 5.00 X 0 0 0 PANE MEATOGA TRUSTEE 5.00 X 0 0 0 STEVE INGERSOLL TRUSTEE 5.00 X 0 0 0 JUSTIN DISTON TRUSTEE 5.00 X 0 0 0 RUSSELL BURNS TRUSTEE 5.00 X 0 0 0 0 0 0 0 0 0 0 HAWAII MEDICAL SERVICE ASSOCIATION 818 KEEAUMOKU ST HONOLULU HI 96808 BENEFIT ADMIN 669734 MULTI PLAN SERVICES AGENCY INC 1600 HARBOR BAY PKWY ALAMEDA CA 94502 ADMINISTRATION 418890 ZENITH AMERICAN SOLUTIONS 1600 HARBOR BAY PKWY ALAMEDA CA 94502 CONTRACT ADMINISTRATOR 234496 3 EMPLOYER CONTRIBUTIONS 900099 26498196 26498196 EMPLOYEE CONTRIBUTION 900099 32998 32998 26531194 1271517 1271517 50883658 50332675 550983 550983 550983 28353694 27082177 0 1271517 25291516 234496 60067 26000 171199 813461 26420 21577 MULTI-PLAN SERVICES 418890 PRINTING AND POSTAGE 12591 PATIENT CARE OUTCOME RE 10153 MISCELLANEOUS 1395 27087765 6633550 7964436 855183 800852 2213005 1982176 292 758 40215993 43509837 3282781 4135209 53200804 58393268 97238 225299 21420779 23336719 21518017 23562018 X 0 0 0 0 31682787 34831250 31682787 34831250 53200804 58393268 1265929 1882534 0 X X 0 1 X 1 0 0 ACCRUED INTEREST AND DIVIDENDS 226849 DUE FROM OTHER TRUSTS 2496895 EXPERIENCE REFUNDS 1073848 DUE FROM BROKER FOR SECURITIES SOLD 337617 4135209 GROUP INSURANCE PREMIUMS PAYABLE 1782809 SELF-FUNDED CLAIMS PAYABLE 4314123 BANK OF HOURS LIABILITY 15810000 DEATH BENEFIT LIABILITY 210000 CLAIMS INCURRED BUT NOT REPORTED 1080000 DUE TO OTHER TRUSTS 86161 DUE TO BROKER FOR SECURITIES PURCHASED 53626 23336719 X 30065029 1882534 1882534 28182495 171199 171199 28353694 25128350 0 25128350 171199 1788216 1959415 27087765 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 1,788,216. 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. PARTS II, III, AND IV - IDENTIFICATION OF RELATED TAX ORGANIZATIONS 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.