2024-07-30T15:52:00-05:00 2023-09-30 952302617 LEMKE CHINEN & TANAKA CPA INC 500 ALA MOANA BLVD BLDG 2 SUITE 302 HONOLULU HI 96813 990 2022-10-01 996005392 HAWAII ELECTRICIANS TRAINING FUND HAWA 8088416169 1935 HAU STREET SUITE 450 HONOLULU HI 96819 TRACY HAYASHIAL ITAMOTO UNION TRUSTEE/EMPLOYER TRUSTEE 8088416169 2024-07-15 0 PAUL ASANO P00036113 8085336254 2022 2024-08-08 14:25:15Z TRACY HAYASHIAL ITAMOTO 1935 HAU STREET SUITE 450 HONOLULU HI 96819 7558536 0 X N/A X 1962 HI THE PLAN PROVIDES APPRENTICESHIP TRAINING TO ELIGIBLE MEMBERS OF THE HAWAII ELECTRICIANS INDUSTRY. 6 6 65 0 0 0 0 0 2465671 2991703 -1422 46933 24279 25434 2488528 3064070 0 0 0 0 1764338 1755865 0 0 0 1156401 1142699 2920739 2898564 -432211 165506 3500197 4648733 173189 1072468 3327008 3576265 TO PROVIDE EDUCATIONAL AND TRAINING BENEFITS TO ELIGIBLE PARTICIPANTS IN ACCORDANCE WITH PLAN RULES AND REGULATIONS. 0 0 1755865 THE PROGRAM EMPLOYS PERSONNEL AND UTILIZES INDIVIDUAL INSTRUCTORS TO TEACH AT THEIR APPRENTICESHIP TRAINING CLASSES. 178437 THE PLAN PROVIDES TRAINING SUPPLIES, CLASSES, WORKSHOPS, AND EQUIPMENT FOR ITS APPRENTICES. 35067 THE PLAN PURCHASES TEXTBOOKS FROM THE ELECTRICAL TRAINING ALLIANCE FOR ITS APPRENTICES. 1969369 0 0 0 0 0 0 0 0 0 1 1 0 1 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 65 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 FORMER 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 FORMER UNION TRUSTEE 1.00 X 0 0 0 MYLES KURIHARA MANAGEMENT TRUSTEE 1.00 X 0 0 0 LEYTON TORDA UNION TRUSTEE 1.00 X 0 0 0 ROBERT AQUINO ASSISTANT DIRECTOR 50.00 X 134476 0 45209 TERRY UYEHARA COORDINATOR 50.00 X 127152 0 45076 MIMI SROAT DIRECTOR 50.00 X 137535 0 45365 TRAVIS GOMEZ COORDINATOR 50.00 X 130213 0 44959 ERIC ATANES COORDINATOR 1.00 X 102468 0 44352 MATTHEW KONIA COORDINATOR 1.00 X 121926 0 44989 753770 0 269950 6 0 1 0 0 EMPLOYER CONTRIBUTIONS 900099 2988651 2988651 LIQUIDATED DAMAGES 900099 3052 3052 2991703 68941 68941 4472458 4494466 -22008 -22008 -22008 APPLICATION FEES & OTHER INCOME 900099 22434 22434 SCHOLARSHIP LOAN REPAYMENT 900099 3000 3000 25434 3064070 3017137 0 46933 1207672 252771 188655 106767 7788 29162 11084 124986 445740 68603 59256 36181 TRAINING PROGRAM 178437 BOOKS, SUPPLIES, SHIRTS 100829 MISCELLANEOUS 54219 UTILITIES 20695 5719 2898564 45347 186439 878894 870582 481624 604300 134180 53731 2124153 1994832 188577 129321 709278 727366 1062297 1148811 0 928183 3500197 4648733 70014 178870 103175 893598 173189 1072468 X 3327008 3576265 0 0 0 0 3327008 3576265 3500197 4648733 165506 83751 0 X X 0 1 X 1 0 631262 524972 106290 918733 897601 21132 574158 572259 1899 129321 MUTUAL FUNDS 1148811 F 1148811 RIGHT-OF-USE ASSET FOR OPERATING LEASE 782824 DEPOSITS 145359 928183 ACCRUED SALARIES 75979 TAXES PAYABLE 18899 OTHER PAYABLES 7610 OPERATING LEASE LIABILITY 787466 DUE TO HI ELECTRICIANS PENSION PLAN 3644 893598 X 3136737 83751 83751 3052986 11084 11084 3064070 2887480 0 2887480 11084 11084 2898564 PART X, LINE 2: THE PLAN RECEIVED AN EXEMPTION LETTER FROM THE IRS DATED DECEMBER 5, 2002, STATING THAT THE TRUST ESTABLISHED UNDER THE PLAN WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE PROVISIONS OF SECTION 501(C)(5) OF THE INTERNAL REVENUE CODE. NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED FOR THE YEARS ENDED SEPTEMBER 30, 2023 AND 2022 FOR UNRELATED BUSINESS INCOME. 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 WAS TAX-EXEMPT AS OF THE FINANCIAL STATEMENT DATE. 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. PLAN MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND CONCLUDED THAT, AS OF SEPTEMBER 30, 2023 AND 2022, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY, ASSET, 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. 0 0 0 MIMI SROAT DIRECTOR 137535 0 0 0 0 0 30358 0 15007 0 182900 0 0 0 ROBERT AQUINO ASSISTANT DIRECTOR 134476 0 0 0 0 0 30202 0 15007 0 179685 0 0 0 TRAVIS GOMEZ COORDINATOR 130213 0 0 0 0 0 29952 0 15007 0 175172 0 0 0 TERRY UYEHARA COORDINATOR 127152 0 0 0 0 0 30069 0 15007 0 172228 0 0 0 MATTHEW KONIA COORDINATOR 121926 0 0 0 0 0 29982 0 15007 0 166915 0 0 0 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 (FORMER) - 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. 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 ANNUITY PLAN 1935 HAU STREET HONOLULU HI 96819 996020486 PROVIDING ANNUITY BENEFITS TO ELIGIBLE PARTICIPANTS HI 401(A) N/A 0 HAWAII ELECTRICIANS HEALTH AND WELFARE PLAN 1935 HAU STREET HONOLULU HI 96819 990104618 PROVIDING HEALTH & WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS 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 HAWAII ELECTRICIANS SUPPLEMENTARY UNEMPLOYMENT BENEFITS PLAN 1935 HAU STREET HONOLULU HI 96819 990163846 PROVIDING SUPPLEMENTARY UNEMPLOYMENT 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 VACATION AND HOLIDAY PLAN 1935 HAU STREET HONOLULU HI 96819 996015951 PROVIDE VACATION AND HOLIDAY BENEFITS TO 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 124986 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