2024-02-19T08:49:21-06:00 2022-09-30 990155373 LEMKE CHINEN & TANAKA CPA INC 500 ALA MOANA BLVD BLDG 2 SUITE 302 HONOLULU HI 96813 990 2021-10-01 996005392 HAWAII ELECTRICIANS TRAINING FUND HAWA 8088416169 1935 HAU STREET SUITE 450 HONOLULU HI 96819 TRACY HAYASHIAL ITAMOTO UNION TRUSTEE/EMPLOYER TRUSTEE 8088416169 2024-02-13 TRACY HAYASHIAL ITAMOTO 999009999 PAUL ASANO P00036113 8085336254 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z X X TRACY HAYASHIAL ITAMOTO 1935 HAU STREET SUITE 450 HONOLULU HI 96819 6463901 0 X N/A X 1962 HI THE PLAN PROVIDES APPRENTICESHIP TRAINING TO ELIGIBLE MEMBERS OF THE HAWAII ELECTRICIANS INDUSTRY. 6 6 64 0 0 0 0 0 1952759 2465671 20211 -1422 70215 24279 2043185 2488528 0 0 0 0 1461921 1764338 0 0 0 1343294 1156401 2805215 2920739 -762030 -432211 4033353 3500197 188232 173189 3845121 3327008 TO PROVIDE EDUCATIONAL AND TRAINING BENEFITS TO ELIGIBLE PARTICIPANTS IN ACCORDANCE WITH PLAN RULES AND REGULATIONS. 0 0 1764338 THE PROGRAM EMPLOYS PERSONNEL AND UTILIZES INDIVIDUAL INSTRUCTORS TO TEACH AT THEIR APPRENTICESHIP TRAINING CLASSES. 148459 THE PROGRAM PROVIDES TRAINING SUPPLIES, CLASSES & EQUIPMENT FOR ITS APPRENTICES. OF THESE EXPENSES TRAINING SUPPLIES, EQUIPMENT, TRAINING CLASSES AND WORKSHOPS 121567 THE PLAN PURCHASES TEXTBOOKS AND EQUIPMENT FROM THE NATIONAL JOINT APPRENTICESHIP TRAINING COMMITTEE FOR ITS APPRENTICES. 2034364 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 3 0 64 1 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X HAWAII ELECTRICIANS ADMINISTRATIVE 8088416169 1935 HAU STREET SUITE 450 HONOLULU HI 96819 X DARYL SUEHIRO MANAGEMENT TRUSTEE 1.00 X 0 0 0 STEPHEN DUARTE MANAGEMENT TRUSTEE 1.00 X 0 0 0 AL ITAMOTO MANAGEMENT TRUSTEE - ALTER 1.00 X 0 0 0 DAMIEN KIM UNION TRUSTEE 1.00 X 0 0 0 TRACY HAYASHI UNION TRUSTEE 1.00 X 0 0 0 KIMI KOGE UNION TRUSTEE - ALTERNATE 1.00 X 0 0 0 PHILLIP CHICO LUCERO MANAGEMENT TRUSTEE 1.00 X 0 0 0 DENNIS KALOI UNION TRUSTEE 1.00 X 0 0 0 ROBERT AQUINO ASSISTANT DIRECTOR 50.00 X 135377 0 44294 TERRY UYEHARA COORDINATOR 50.00 X 125281 0 44037 MIMI SROAT DIRECTOR 50.00 X 134732 0 44673 395390 0 133004 3 0 1 0 0 EMPLOYER CONTRIBUTIONS 900099 2463565 2463565 LIQUIDATED DAMAGES 900099 2106 2106 2465671 31760 31760 3942191 3975373 -33182 -33182 -33182 APPLICATION FEES & OTHER INCOME 900099 23279 23279 SCHOLARSHIP LOAN REPAYMENT 900099 1000 1000 24279 2488528 2489950 0 -1422 1244852 244230 176537 98719 8356 22147 4324 125625 547518 54255 651 92557 36084 TRAINING PROGRAM 148459 MISCELLANEOUS 86965 UTILITIES 24214 AUTOMOBILE 4805 441 2920739 66944 45347 572409 878894 376498 481624 5863 129060 134180 2124153 1935576 279772 188577 885159 709278 1716148 1062297 1500 0 4033353 3500197 68391 70014 119841 103175 188232 173189 X 3845121 3327008 0 0 0 0 3845121 3327008 4033353 3500197 -432211 -85902 0 X X 0 1 X 1 0 631262 493643 137619 918733 872300 46433 574158 569633 4525 188577 MUTUAL FUNDS 1062297 F 1062297 ACCRUED SALARIES 80228 TAXES PAYABLE 16827 OTHER PAYABLES 6120 103175 X 2398302 -85902 -85902 2484204 4324 4324 2488528 2916415 0 2916415 4324 4324 2920739 PART X, LINE 2: THE TRUST ESTABLISHED TO PROVIDE CERTAIN BENEFITS OF THE PLAN RECEIVED AN EXEMPTION LETTER FROM THE IRS DATED DECEMBER 5, 2002 STATING THAT THE TRUST IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(5) 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 FOR THE YEARS ENDED SEPTEMBER 30, 2022 AND 2021 FOR UNRELATED BUSINESS INCOME. THE TRUST ESTABLISHED TO PROVIDE CERTAIN BENEFITS OF THE PLAN RECEIVED AN EXEMPTION LETTER FROM THE IRS DATED DECEMBER 5, 2002 STATING THAT THE TRUST IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(5) 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 FOR THE YEARS ENDED SEPTEMBER 30, 2022 AND 2021 FOR UNRELATED BUSINESS 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. 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 IT HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS AND/OR STATE TAX AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIOD IN PROGRESS. FORM 990, PART XIII THE TRUST ESTABLISHED TO PROVIDE CERTAIN BENEFITS OF THE PLAN RECEIVED AN EXEMPTION LETTER FROM THE IRS DATED DECEMBER 5, 2002 STATING THAT THE TRUST IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(5) 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 FOR THE YEARS ENDED SEPTEMBER 30, 2022 AND 2021 FOR UNRELATED BUSINESS 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. 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 IT HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS AND/OR STATE TAX AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIOD IN PROGRESS. X 0 0 0 ROBERT AQUINO ASSISTANT DIRECTOR 135377 0 0 0 0 0 29766 0 14528 0 179671 0 0 0 MIMI SROAT DIRECTOR 134732 0 0 0 0 0 30145 0 14528 0 179405 0 0 0 TERRY UYEHARA COORDINATOR 125281 0 0 0 0 0 29509 0 14528 0 169318 0 0 0 PART I, LINE 3 COMPENSATION IS APPROVED BY BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B ALL DOCUMENTS ARE REVIEWED BY ONE UNION AND ONE MANAGEMENT TRUSTEE PRIOR TO FILING FORM 990, PART VI, SECTION B, LINE 12C POLICY IS DISCUSSED WITH THE BOARD OF TRUSTEES FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC DARYL SUEHIRO - 3601 TROSSEAU ST., HONOLULU, HI 96815. STEPHEN DUARTE - 401 HOOKAHI STREET #2, WAILUKU, HI 96793. AL ITAMOTO - 1286 KALANI STREET SUITE B-203, HONOLULU, HI 96817. PHILLIP CHICO LUCERO - 2688 WAIWAI LOOP, HONOLULU, HI 96819. FORM 990, PART XII, LINE 2C NO CHANGE FROM PRIOR YEAR. BOARD OF TRUSTEES SELECTS AN INDEPENDENT AUDITOR. ADMINISTRATOR AND BOARD OF TRUSTEES FORMALLY REVIEW AND APPROVE THE FINANCIAL STATEMENTS. AMENDED RETURN FORM 990, PART IV, LINE 11F ANSWER CHANGED TO YES UPON COMPLETION OF FINANCIAL STATEMENTS AUDITED BY AN INDEPENDENT ACCOUNTANT. AMENDED RETURN FORM 990, PART IV, LINE 12A ANSWER CHANGED TO YES UPON COMPLETION OF FINANCIAL STATEMENTS AUDITED BY AN INDEPENDENT ACCOUNTANT. AMENDED RETURN FORM 990, PART XII, LINE 2C ANSWER CHANGED TO YES UPON COMPLETION OF FINANCIAL STATEMENTS AUDITED BY AN INDEPENDENT ACCOUNTANT. AMENDED RETURN FORM 990, SCHEDULE D, PART XI, LINE 1 ADDED TOTAL REVENUE FROM AUDITED FINANCIAL STATEMENTS OF $2,398,302. AMENDED RETURN FORM 990, SCHEDULE D, PART XI, LINE 2A ADDED NET UNREALIZED GAIN/(LOSS) OF $-85,902. AMENDED RETURN FORM 990, SCHEDULE D, PART XI, LINE 4A ADDED INVESTMENT EXPENSES OF $4,324. AMENDED RETURN FORM 990, SCHEDULE D, PART XII, LINE 1 ADDED TOTAL EXPENSES PER AUDITED FINANCIAL STATEMENTS OF $2,916,415. AMENDED RETURN FORM 990, SCHEDULE D, PART XII, LINE 4A ADDED INVESTMENT EXPENSES OF $4,324. AMENDED RETURN FORM 990, PART IX, LINE 6 REVISED COMPENSATION OF $1,244,852 ON FORM 990, PART IX, LINE 6 TO LINE 7. AMENDED RETURN FORM 990, PART IX, LINE 7 REVISED COMPENSATION OF $1,244,852 ON FORM 990, PART IX, LINE 6 TO LINE 7. AMENDED RETURN FORM 990, SCHEDULE R, PART V, LINE 2(1) ADDED PERCENTAGE ALLOCATION ADMINISTRATIVE FEES PER AUDITED FINANCIAL STATEMENTS OF $125,625. AMENDED RETURN FORM 990, SCHEDULE J, PART 1, LINE 3 CHECKED BOX INDICATING COMPENSATION IS APPROVED BY BOARD OF TRUSTEES. HAWAII ELECTRICIANS PREPAID LEGAL PLAN 1935 HAU STREET HONOLULU HI 96819 990163849 PROVIDING LEGAL BENEFITS TO ELIGIBLE PARTICIPANTS HI 501(C)(9) N/A 0 HAWAII ELECTRICIANS ADMINISTRATIVE OFFICE 1935 HAU STREET HONOLULU HI 96819 990109237 TO SHARE COMMON OPERATING EXPENSES AMONGST HAWAII ELECTRICIANS TRUST FUNDS HI N/A C 0 SEE SCHEDULE R ATTACHMENTS HI 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 HAWAII ELECTRICIANS ADMINISTRATIVE OFFICE P 125625 PERCENTAGE ALLOCATION FORM 990, SCHEDULE R, PARTS II, III, AND IV THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTIEMPLOYER PLAN THAT PROVIDES TRAINING BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. THE ADMINISTRATIVE OFFICE MAINTAINS A DATABASE OF 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: 808 ELECTRIC & TELECOM, LLC A A ELECTRIC, LTD A-1 A-LECTRICIAN, INC A3 ELECTRIC, LLC ABLE ELECTRIC, INC. AMERICAN ELECTRIC CO, LLC APB CONSTRUCTION CORP B BAUTISTA ELEC CONTRACTOR BELL ELECTRIC CORP BOWMAN CONNECTIVITY SOLUTION BOWMAN ELECTRIC SHOP, LTD. C & C ELECTRICAL CONTRACTOR C & N ELECTRIC, LLC CACHE VALLEY ELECTRIC CO. COMMERCIAL ELECTRIC INC COMMUNICATION CONSULT SVCS. CSI ELECTRIC, INC. D. SUEHIRO ELECTRIC, INC. DI ELECTRIC, LLC DM ELECTRIC, INC. DORVIN D LEIS CO., INC. DU-WATTS ELECTRIC, INC. DWE, INC. ELECTRICAL CONTROL INNOVATIONS ELECTRICAL CONTR. HAWAII, INC ELECTRICIANS, INC. ELITE ELECTRICAL SERVICES ENDO JACK ELECTRIC INC. FAIRWAY ELECTRIC CO., LLC GRAND TOTAL GRANTCO PACIFIC, INC. HAWAII ELECTRICAL SOLUTIONS HAWAII ELECTRICIANS AD OFFICE HAWAII ELECTRICIANS TRNG FUND HAWAIIAN ISLE ELECTRIC LLC HAWAIYA TECHNOLOGIES INC HENKELS & MCCOY, INC. HH ELECTRIC, INC. HI ELEC MKT ENHANCEMENT PROGR HIGHER POWER ELECTRIC HMS CONSTRUCTION, INC. HOT WIRE HAWAII, LLC HOWARD T HAKIKAWA ELECTRICAL INFINITE ELECTRIC & CONTRACTING INTEGRITY NETWORKS INC INTERLINK COMMUNICATIONS, LLC ISLAND INDUSTRIAL ELECTRIC KAWAKAMI ELECTRIC, INC KOKAMI ELECTRICAL SERVICE KONTEC, LLC LAMBERT ELECTRIC LLC LELEIWI ELECTRIC, INC. LIGHTNING PROTECT SYS DBA VFC LITE ELECTRIC, INC. LOCAL UNION 1186 IBEW M WATANABE ELECTR. CONTRACTOR M. SAKUMA ELECTRIC, INC MASS ELECTRIC CONSTRUCITON CO MK ELECTRIC, LLC MVC ELECTRICAL, LLC NAKATA ELECTRICAL INC. NORTHERN POWERLINE CONSTRUCTO OSMOSE UTIL SVCS INC, DBA IKA PAC ELECTRIC CO., INC PACIFIC POWER ELECT. CONTR. PAUL'S ELECTRICAL CONTRG. PC ENTERPRISES, INC. PLS POWER LLC POWER WISE ELECTRICAL SVCS PREFERRED ELECTRICIANS PROGRESSIVE ELECTRIC CO., INC R DACUYCUY LLC RAMBAUD ELECTRIC, LLC RMH ELECTRIC CO., INC ROMSCO, INC. RON D ELECTRICAL LLC RON'S ELECTRIC, INC. ROSENDIN ELECTRIC, INC. S & S TAYLAN ELECTRIC, INC. SANSEI ELECTRIC, LLC SCOPE ELECTRIC, INC. SEC CORPORATION SHIMMICK/TRAYLOR/GRANITE JV SPARKY AND SONS LLC SUPERIOR ELEC, MECH & PLUMBIN TEAM PROJECTS, INC. TED'S WIRING SERVICE, LTD TRI-POLY ELECTRIC, LLC T-SQUARE TYPHOON ELECTRIC & TELECOM VERIZON FEDERAL, INC. VOX ELECTRIC LLC WALKER TELECOM, INC. WASA ELECTRICAL SERVICES, INC