2024-11-12T12:38:10-06:00 2023-12-31 952302617 SINGERLEWAK LLP 500 ALA MOANA BLVD 2 302 HONOLULU HI 96813 990 2023-01-01 996009966 HOTEL & RESTAURANT INDUSTRY EMPLOYMENT AND TRAINING TRUST HOTE 8085230199 560 N NIMITZ HIGHWAY 209 HONOLULU HI 96817 ERIC GILLCARLA THOMAS TRUSTEES 8085230199 2024-11-11 0 JUDITH CHOCK P01072809 8085336254 2023 2024-10-15 13:58:12Z ERIC GILLCARLA THOMAS 560 N NIMITZ HIGHWAY 209 HONOLULU HI 96817 3828399 0 X WWW.HARIETT.COM X 1965 HI TO PROVIDE TRAINING FOR ELIGIBLE INDIVIDUALS IN THE AREA OF HOTEL AND RESTAURANT SERVICES. 6 0 0 0 0 0 0 0 1990362 2331200 27016 112659 0 0 2017378 2443859 0 0 0 0 489154 0 0 0 0 382525 1412840 871679 1412840 1145699 1031019 2051901 3134970 0 0 2051901 3134970 TO PROVIDE TRAINING BENEFITS FOR ELIGIBLE PARTICIPANTS IN ACCORDANCE WITH PLAN RULES AND REGULATIONS. 0 0 1280689 TO PROVIDE TRAINING FOR ELIGIBLE INDIVIDUALS IN THE AREA OF HOTEL AND RESTAURANT SERVICES. 1280689 0 0 0 0 0 0 0 0 0 1 0 0 0 0 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 1 0 0 1 10 0 1 0 0 0 0 0 0 0 0 0 X 6 0 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 HIGHWAY SUITE 209 HONOLULU HI 96817 X JULIE WALKER MANAGEMENT TRUSTEE 1.00 X 0 0 0 CARLA THOMAS MANAGEMENT TRUSTEE 1.00 X 0 0 0 ERIC GILL UNION TRUSTEE 1.00 X 0 0 0 ROSARIO ROSS BANIAGA UNION TRUSTEE 1.00 X 0 0 0 DORYNE DJ JARDINE UNION TRUSTEE - ALT (UNTIL 1.00 X 0 0 0 MORGAN EVANS UNION TRUSTEE 1.00 X 0 0 0 MORRISON LUKA UNION TRUSTEE - ALT 1.00 X 0 0 0 GEMMA WEINSTEIN UNION TRUSTEE - ALT 1.00 X 0 0 0 TREVOR BRACHER MANAGEMENT TRUSTEE - ALT 1.00 X 0 0 0 EILEEN CALDWELL MANAGEMENT TRUSTEE - ALT 1.00 X 0 0 0 JULIE NAKAYAMA MANAGEMENT TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 AIRPORT CENTER PARTNERS LLP 3049 UALENA ST STE 515 HONOLULU HI 96819 LANDLORD 375067 1 EMPLOYERS' CONTRIBUTIONS 561000 2218642 2218642 REIMBURSEMENT FROM BSH INC. 561000 111133 111133 LIQUIDATED DAMAGES 561000 1425 1425 2331200 112659 112659 1384540 1384540 0 2443859 2331200 0 112659 X 23045 20449 38998 697124 483090 25684 539 APPRENTICESHIP TRAINING 100475 OFFICE EXPENSES 12731 MEETING AND PROMOTIONAL 10705 1412840 100 100 1344862 2319514 221509 199557 37540 21952 669399 744645 0 48759 2051901 3134970 0 0 X 2051901 3134970 0 0 0 0 2051901 3134970 2051901 3134970 1031019 52050 0 X X 0 1 X 1 0 221509 199557 21952 21952 X 2495909 52050 52050 2443859 0 2443859 1412840 0 1412840 0 1412840 PART X, LINE 2: THE TRUST WAS HELD TO BE EXEMPT FROM FEDERAL INCOME TAX ON JUNE 1973, AS AN ORGANIZATION DESCRIBED IN 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 IN 2023 AND 2022 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 TRUST HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. HOWEVER, 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. MANAGEMENT ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND CONCLUDED THAT, AS OF DECEMBER 31, 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. FORM 990, PART VI, SECTION B, LINE 11B TRUST ADMINISTRATOR REVIEWS. IF DEEMED ACCEPTABLE, 990 IS DISSEMINATED TO ONE UNION TRUSTEE AND ONE MANAGEMENT TRUSTEE FOR REVIEW AND EXECUTION. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES EXECUTE A STATEMENT OF ACCEPTANCE WHICH IS KEPT ON FILE FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST FORM 990, PART IX, LINE 11G REIMB PEO FOR LABOR RELATED COSTS 636,041. PROGRAM SUPPLIES 51,623. MISC TRAINING EXPENSES 9,460. FORM 990, PART XII, LINE 2C NO CHANGE IN REVIEW PROCESS FROM PRIOR YEAR. BOARD OF TRUSTEES ELECTS AN INDEPENDENT AUDITOR. ADMINISTRATOR AND BOARD OF TRUSTEES FORMALLY REVIEW AND APPROVE THE FINANCIAL STATEMENTS. AFL HOTEL & RESTAURANT WORKERS HEALTH & WELFARE PLAN 560 N NIMITZ HWY HONOLULU HI 96817 996008823 TO PROVIDE HEALTH & WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS HI 501(C)9 0 HOTEL UNION AND HOTEL INDUSTRY OF HAWAII PENSION PLAN 560 N NIMITZ HWY HONOLULU HI 96817 990155373 TO PROVIDE RETIREMENT BENEFITS TO ELIGIBLE PARTICIPANTS HI 401(A) 0 HOTEL 401(K) RETIREMENT SAVINGS PLAN 222 S VINEYARD ST SUITE PH-4 HONOLULU HI 96813 990292187 TO PROVIDE RETIREMENT BENEFITS TO ELIGIBLE PARTICIPANTS HI 401(A) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0