2025-11-17T17:14:53-06:00 2024-12-31 952302617 SINGERLEWAK LLP 500 ALA MOANA BLVD 2 302 HONOLULU HI 96813 990 2024-01-01 996008823 AFL HOTEL & RESTAURANT WORKERS HEALTH & WELFARE PLAN AFLH 8085230199 560 N NIMITZ HWY STE 209 HONOLULU HI 96817 JULIE NAKAYAMA ERIC GILL TRUSTEES 8085230199 2025-11-14 0 JUDITH CHOCK P01072809 8085336254 2024 2025-03-06 01:10:19Z JULIE NAKAYAMAERIC GILL 560 N NIMITZ HWY STE 209 HONOLULU HI 96817 200314797 0 X HTTPS://WWW.VBAS.COM/HI_LOCAL5/ X 1955 HI TO PROVIDE HEALTH & WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AS PRESCRIBED BY THE PLAN 6 6 0 12 0 0 0 0 144479688 152611867 4860734 6829144 78817 27459 149419239 159468470 0 0 111658515 120433795 0 0 0 0 0 4440027 5088547 116098542 125522342 33320697 33946128 160699492 197474805 2252915 2981235 158446577 194493570 TO PROVIDE MEDICAL, DENTAL, PRESCRIPTION DRUG, CHIROPRACTIC CARE, VISION, DEPENDENT CARE AND DEATH BENEFITS TO ELIGIBLE MEMBERS 0 0 TO PROVIDE SELF FUNDED HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS IN ACCORDANCE WITH TERMS SET FORTH IN THE TRUST AGREEMENTS, RULES AND REGULATIONS OF THE PLAN AND CBA PROVIDE INSURED HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 1 11 0 1 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X BENEFIT RISK MANAGEMENT SERVICES 8085230199 560 N NIMITZ HWY STE 209 HONOLULU HI 96817 X ERIC GILL LABOR TRUSTEE 0.50 X 0 0 0 JULIE NAKAYAMA MANAGEMENT TRUSTEE 0.50 X 0 0 0 DORYNE JARDINE LABOR TRUSTEE 0.50 X 0 0 0 JULIE WALKER MANAGEMENT TRUSTEE 0.50 X 0 0 0 CADE WATANABE LABOR TRUSTEE 0.50 X 0 0 0 MORGAN EVANS ALT LABOR TRUSTEE 0.50 X 0 0 0 GEMMA WEINSTEIN ALT LABOR TRUSTEE 0.50 X 0 0 0 MARSHA BRUHN ALT LABOR TRUSTEE 0.50 X 0 0 0 EILEEN CALDWELL MANAGEMENT TRUSTEE 0.50 X 0 0 0 GULSHANJIT WALIA ALT MANAGEMENT TRUSTEE 0.50 X 0 0 0 DELAINE BAUER ALT MANAGEMENT TRUSTEE 0.50 X 0 0 0 0 0 0 0 0 0 0 PACIFIC SOUTHWEST ADMINISTRATORS 4399 SANTA ANITA AVENUE SUITE 200 EL MONTE CA 91731 MEDICAL CLAIMS ADMINISTRATOR 2115873 BENEFIT RISK & MANAGEMENT SERVICES 560 N NIMITZ HWY STE 209 HONOLULU HI 96817 PLAN ADMINISTRATOR 921538 HAWAII DENTAL SERVICE 700 BISHOP STREET 700 HONOLULU HI 96813 DENTAL CLAIMS ADMINISTRATOR 340049 RAEL & LETSON 737 BISHOP STREET SUITE 2120 HONOLULU HI 96813 CONSULTANT/ACTUARY 327405 EXPRESS SCRIPTS 1 EXPRESS WAY ST LOUIS MO 63121 DRUG PHARMACY BENEFITS MANAGER 208622 5 EMPLOYER CONTRIBUTONS 900099 152260252 152260252 PARTICIPANT CONTRIBUTIONS 900099 351615 351615 152611867 6547821 6547821 41127650 40846327 281323 281323 281323 OTHER INCOME 900099 27459 27459 27459 159468470 152639326 0 6829144 120433795 104443 53741 288604 86710 20123 34132 MEDICAL ADMINISTRATIVE 2401596 PLAN ADMINISTRATIVE FEE 981537 CONSULTANT FEES 385241 DENTAL ADMINISTRATIVE F 340049 392371 125522342 108912 31030 54866365 88676791 16480113 16496850 75187525 75812314 14056577 16457820 160699492 197474805 2252915 2981235 2252915 2981235 X 158446577 194493570 0 0 0 0 158446577 194493570 160699492 197474805 33946128 2100864 0 X X 0 1 X 1 0 0 NORTHERN TRUST COMMON S&P 500 INDEX FUND - NON-LENDING 9317403 F PINEBRIDGE SENIOR SECURED LOAN SUB-TRUST 2 3714792 F VOYA SENIOR LOAN COMMON TRUST FUND 3425625 F 16457820 BANK OVERDRAFT 2981235 2981235 X 161280731 2100864 2100864 159179867 288604 288604 159468471 125233738 0 125233738 288604 288604 125522342 PART X, LINE 2: THE FINANCIAL STATEMENTS CONTAIN THE FOLLOWING DISCLOSURE PERTAINING TO FIN 48 (ASC 740): "THE TRUST FUNDING CERTAIN BENEFITS OF THE PLAN RECEIVED AN EXEMPTION LETTER FROM THE IRS DATED JUNE 25, 1996, STATING THAT THE TRUST IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE IRC. HOWEVER, AS A RESULT OF THE PLAN'S FUNDING POLICY, FROM TIME TO TIME THE TRUST MAY BE SUBJECT TO INCOME TAXES. NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED IN THE PLAN YEARS DECEMBER 31, 2024 AND 2023 FOR UNRELATED BUSINESS TAXABLE INCOME. IN ADDITION, THE PLAN AND THE TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THAT THE RELATED TRUST IS TAX-EXEMPT. GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF IT HAS TAKEN AN UNCERTAIN POSITION THAT MORE THAN LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND CONCLUDED THAT, AS OF DECEMBER 31, 2024 AND 2023, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS." PINEBRIDGE SSL SUB TRUST 2 CLASS A (NON-GRANTOR TRUST) PASSIVE INVESTMENT 3714792 0 0 0 0 0 0 3714792 0 3714792 0 1 0 0 0 0 PART I, LINE 2: THERE WERE INVESTMENT FEES OF $17,836 ASSOCIATED WITH THE PINEBRIDGE SSL SUB TRUST 2 CLASS A CAYMAN ISLANDS INVESTMENT. HAWAII COMMUNITY HEALTH ALLIANCE LLC ORGANIZATION HAS 2 COMMON OFFICERS WITH ENTITY 159393 HEALTH CLAIMS NETWORK PROVIDER 0 FORM 990, PART VI, SECTION B, LINE 11B ALL DOCUMENTS ARE REVIEWED BY THIRD PARTY ADMINISTRATOR, MANAGEMENT TRUSTEE AND UNION TRUSTEE REPRESENTATIVES BEFORE SIGNING AND FILING FORM 990, PART VI, SECTION B, LINE 12C POLICY IS EXECUTED ANNUALLY BY TRUSTEES FORM 990, PART VI, SECTION C, LINE 19 POLICIES ARE MADE AVAILABLE TO MEMBERS UPON REQUEST FORM 990, PART XII, LINE 2C NO CHANGE IN REVIEW PROCESS FROM PRIOR YEAR. BOARD OF TRUSTEES SELECT AN INDEPENDENT AUDITOR. ADMINISTRATOR FORMALLY REVIEWS AND APPROVES THE FINANCIAL STATEMENTS. BOARD OF TRUSTEES REVIEW AND APPROVE THE FINANCIAL STATEMENTS. HOTEL AND RESTAURANT INDUSTRY EMPLOYMENT AND TRAINING PLAN 560 N NIMITZ HIGHWAY 209 HONOLULU HI 96817 996009966 PROVIDE TRAINING BENEFITS TO ELIGIBLE EMPLOYEES HI 501(C)(5) N/A N/A 0 HOTEL UNION AND HOTEL INDUSTRY OF HAWAII PENSION PLAN 560 N NIMITZ HIGHWAY 209 HONOLULU HI 96817 990155373 PROVIDE RETIREMENT BENEFITS TO ELIGIBLE PARTICIPANTS HI 401(A) N/A N/A 0 HOTEL 401(K) RETIREMENT SAVINGS PLAN 560 N NIMITZ HIGHWAY 209 HONOLULU HI 96817 990292187 PROVIDE RETIREMENT BENEFITS TO ELIGIBLE PARTICIPANTS HI 401(A) N/A N/A 0 SEE ATTACHED SUPPLEMENTAL INFORMATION SEE ATTACHED SUPPLEMENTAL INFORMATION 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FORM 990, SCHEDULE R, PARTS III, IV THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTIEMPLOYER PLAN THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. THE ADMINISTRATORS OFFICE MAINTAINS A DATABASE OF THESE CONTRIBUTING EMPLOYERS INCLUDING THE NAMES, ADDRESSES, AND OTHER CONTACT INFORMATION. HOWEVER, THE LEGAL STRUCTURE (CORPORATION, PARTNERSHIP, ETC) FOR EACH CONTRIBUTING EMPLOYER IS NOT ON FILE WITH THE ADMINISTRATIVE OFFICE AND COULD NOT BE REASONABLY OBTAINED. AS A RESULT, THE CONTRIBUTING EMPLOYERS COULD NOT BE SEPARATED BY TYPE OF ORGANIZATION. HOWEVER, THEY ARE LISTED BELOW: ALA MOANA HOTEL BANQUET SOLUTIONS HAWAII DOUBLETREE BY HILTON HOTEL ALANA HILTON GARDEN INN WAIKIKI HILTON HAWAIIAN VILLAGE HYATT CENTRIC WAIKIKI HYATT REGENCY WAIKIKI ILIKAI IMPERIAL HAWAII RESORT KAANAPALI BEACH CLUB KAHALA SHOPPING CENTER KAHALA HOTEL & RESORT KYO-YA THE MODERN HONOLULU PLAZA HOTEL QUEEN KAPIOLANI HOTEL RAMADA PLAZA WAIKIKI ROYAL KONA RESORT SHERATON KAUAI SHERATON MAUI TURTLE BAY RESORT UNITE HERE LOCAL 5 WAIKIKI BEACH MARRIOTT WAIKIKI RESORT HOTEL WAIKOLOA BEACH MARRIOTT