2012-08-13T13:13:36-05:00 2011-09-30 LEMKE CHINEN & TANAKA CPA INC 210 WARD AVENUE SUITE 336 HONOLULU HI 968144012 990 2010-10-01 990104618 HAWAII ELECTRICIANS HEALTH AND WELFARE FUND HAWA 8088416169 1935 HAU STREET ROOM 300 NO 300 HONOLULU HI 96819 DAMIEN KIM RODNEY CHUN 8088416169 2012-08-06 1 TERRY TAKAKI 8085336254 2010 2016-02-24 21:20:13Z DAMIEN KIM RODNEY CHUN 1935 HAU STREET ROOM 300 NO 300 HONOLULU HI 96819 105588546 0 X N/A X 1962 HI TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS ACCORDING TO PLAN RULES AND REGULATIONS. 6 6 0 0 0 0 0 0 17589118 18992515 527906 2574702 1788355 -1794120 19905379 19773097 0 0 14205714 12537352 0 0 0 0 0 880993 1545673 15086707 14083025 4818672 5690072 58728118 64283539 618846 484195 58109272 63799344 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS ACCORDING TO PLAN RULES AND REGULATIONS. 0 0 11282566 TO PROVIDE SELF INSURED BENEFITS TO ELIGIBLE PARTICIPANTS. MEDICAL $6,918,837; DRUG $2,444,578; DENTAL $1,755,691; VISION $163,460. 1254786 TO PROVIDE GROUP INSURANCE BENEFITS TO ELIGIBLE PARTICIPANTS BY PAYING MONTHLY INSURANCE PREMIUMS TO INSURANCE CARRIERS. HMSA $453,469; PACIFIC GUARDIAN LIFE $436,589; STOP LOSS $364,728. 747260 TO PAY FOR ADMINISTRATIVE FEES ASSOCIATED WITH SELF-INSURED CLAIMS PROCESSING. MEDICAL $523,491; DENTAL $125,652; DRUG $77,567; VISION $20,550 13284612 0 0 0 0 0 0 0 0 1 1 0 0 1 0 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 1 0 0 0 1 4 0 1 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 1 0 1 1 1 1 1 1 0 0 0 X HI ELECTRICIANS ADMINISTRATIVE OFFI 8088416169 1935 HAU STREET ROOM 300 HONOLULU HI 96819 X DAMIEN KIM 0.50 X 0 0 0 PETER AKAMU 0.50 X 0 0 0 TRACY HAYASHI 0.50 X 0 0 0 BRIAN LEE 0.50 X 0 0 0 RODNEY CHUN 0.50 X 0 0 0 ROBERT DEWITZ 0.50 X 0 0 0 JODY HANAMOTO 0.50 X 0 0 0 AL ITAMOTO 0.50 X 0 0 0 0 0 0 0 0 0 0 HWMG 737 BISHOP STREET SUITE 1200 HONOLULU HI 96813 MEDICAL CLAIMS ADMINISTRATOR 306065 HMA INC 1440 KAPIOLANI BLVD HONOLULU HI 96814 MEDICAL CLAIMS ADMINISTRATOR 217426 HAWAII DENTAL SERVICE 700 BISHOP STREET SUITE 700 HONOLULU HI 96813 DENTAL CLAIMS ADMINISTRATOR 125652 THE SEGAL COMPANY 100 MONTGOMERY STREET SUITE 500 SAN FRANCISCO HI 94104 CONSULTING AND ACTUARIAL 104500 4 EMPLOYER CONTRIB 900099 17882382 17882382 RETIREES CONTRIB 900099 860104 860104 SELF PAY CONTRIB 900099 192348 192348 COBRA SUBSIDY 900099 34952 34952 LIQUIDATED DAMAGES 900099 22729 22729 18992515 667746 667746 87722405 85815449 1906956 1906956 1906956 OTHER INCOME 900099 220554 220554 PRESCRIPTION DRUG REBA 900099 207052 207052 UNREALIZED LOSS OF INV 900099 -2221726 -2221726 -1794120 19773097 19420121 0 352976 12537352 747260 35600 35550 107363 21098 78353 6336 2005 7989 HI ELECTRICIANS ADMIN O 383550 CONSULTANT FEES 104500 COMPUTER EXPENSES 7098 BANK FEES 4983 OTHER 3153 835 14083025 459296 67379 16296755 20360754 2680178 3869593 60565 77382 205976 200090 7891 5886 24199756 32853814 14992832 7020927 30845 27804 58728118 64283539 95248 153596 523598 330599 618846 484195 X 58109272 63799344 0 0 0 0 58109272 63799344 58728118 64283539 5690072 0 X X 0 1 1 X 0 205976 200090 5886 5886 FORT WASHINGTON HIGH YIELD INVESTORS II, LLC 3319332 F STRUCTURED PRODUCTS NOTES 3701595 F 7020927 WAIVER OF PREMIUM RESERVE 120000 RECIPROCAL AGREEMENT TRANSFERS 210599 330599 19773097 14083025 5690072 0 5690072 19665734 0 19665734 107363 107363 19773097 13975662 0 13975662 107363 107363 14083025 FORM 990, PART VI, SECTION B, LINE 11 ALL DOCUMENTS ARE REVIEWED BY APPROPRIATE INDIVIDUALS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY IS DISCUSSED WITH THE BOARD OF TRUSTEES FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC FORM 990, PART VII RODNEY CHUN - 500 ALA KAWA STREET, #100, HONOLULU, HI 96817. ROBERT DEWITZ - 315 SAND ISLAND ACCESS ROAD, HONOLULU, HI 96819. JODY HANAMOTO - 1320 KALANI STREET, #306, HONOLULU, HI 96817. AL ITAMOTO - 1286 KALANI STREET, SUITE B-203, HONOLULU, HI 96817. FORM 990, PART XI, LINE 2C NO CHANGE IN REVIEW PROCESS FROM PRIOR YEAR. BOARD OF TRUSTEES SELECTS AN INDEPENDENT AUDITOR. ADMINISTRATOR AND BOARD OF TRUSTEES FORMALLY REVIEW AND APPROVE THE FINANCIAL STATEMENTS. HAWAII ELECTRICIANS ANNUITY PLAN 1935 HAU STREET HONOLULU HI 96819 996020486 PROVIDING ANNUITY BENEFITS TO ELIGIBLE PARTICIPANTS HI 401(A) N/A 0 HAWAII ELECTRICIANS TRAINING PLAN 1935 HAU STREET HONOLULU HI 96819 996005392 PROVIDING APPRENTICESHIP TRAINING TO ELIGIBLE MEMBERS HI 501(C)(5) N/A 0 HAWAII ELECTRICIANS VACATION & HOLIDAY PLAN 1935 HAU STREET HONOLULU HI 96819 996015951 PROVIDING VACATION AND HOLIDAY BENEFITS TO ELIGIBLE PARTICIPANTS HI 501(C)(9) N/A 0 PECA-IBEW WORKER'S COMPENSATION FUND 1935 HAU STREET HONOLULU HI 96819 959013314 PROVIDING WORKERS COMPENSATION BENEFITS TO ELIGIBLE PARTICIPANTS HI 501(C)(9) N/A 0 HAWAII ELECTRICIANS SUPPLEMENTARY UNEMPLOYMENT BENEFITS FUND 1935 HAU STREET HONOLULU HI 96819 990163846 PROVIDING SUPPLEMENTAL UNEMPLOYMENT, SEVERANCE AND DISBILITY BENEFITS HI 501(C)(9) N/A 0 HAWAII ELECTRICIANS PENSION PLAN 1935 HAU STREET HONOLULU HI 96819 996005391 PROVIDING PENSION BENEFITS TO ELIGIBLE PARTICIPANTS HI 401(A) N/A 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0