2025-12-15T18:35:37-06:00 2025-01-31 WITHUMSMITHBROWNPC 6101 BOLLINGER CANYON RD STE 400 SAN RAMON CA 94583 990 2024-02-01 996006418 HAWAII SHEETMETAL WORKERS HEALTH AND WELFARE TRUST FUND % ARTHUR TOLENTINO HAWA 8088416106 1405 NORTH KING ST Suite 403 HONOLULU HI 96817 KEVIN HIRAYAMA CO CHAIR 8088416106 2025-12-15 true true JESSICA R ROSTER P01317380 9252779100 2024 2025-03-06 01:10:19Z RYAN LOEFFERS 1405 NORTH KING ST 403 HONOLULU HI 96817 79325727 false X N/A X 1964 HI SEE SCHEDULE O 7 7 0 0 0 0 0 0 9345576 9357102 16695777 6544733 36685 9442 26078038 15911277 0 0 7837693 8587011 0 0 0 0 0 944650 958815 8782343 9545826 17295695 6365451 88925146 102612305 255385 3402948 88669761 99209357 X TO PROVIDE HEALTH CARE BENEFITS TO ELIGIBLE PARTICIPANTS COVERED BY THE COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE SHEET METAL CONTRACTORS ASSOCIATION AND THE LOCAL 293 OF THE SHEET METAL WORKERS'INTERNATIONAL ASSOCIATION AND INDIVIDUAL EMPLOYERS SIGNATORY TO THE AGREEMENTS. false false PAYMENT OF MEDICAL, VISION AND DRUG INSURANCE PREMIUMS FOR ELIGIBLE PARTICIPANTS. false false false false false false false false false false false false false true true false false false false false false false false false false false false false true false false false false false false false false false false false true false false true 0 0 0 true true false false false false false false false false false X 7 7 false false false false false false false true false false false true true true true true true false false false X X ARTHUR TOLENTINO 8088416106 1405 NORTH KING ST 403 HONOLULU HI 96817 X RYAN LOEFFERS ADMINISTRATOR 7.5 40.0 X 0 176305 49768 SKYE MATSUMOTO ALTERNATE 1.0 4.0 X 0 0 0 SAM FUJIKAWA TRUSTEE 1.0 4.0 X 0 0 0 ARTHUR TOLENTINO CO-CHAIR 1.0 4.0 X 0 0 0 RICK PAULINO TRUSTEE 1.0 4.0 X 0 0 0 JEANINE LUM TRUSTEE 1.0 4.0 X 0 0 0 ALDON KAOPUIKI ALTERNATE 1.0 4.0 X 0 0 0 PAUL SAITO TRUSTEE 1.0 4.0 X 0 0 0 MARK RIFKIND TRUSTEE 1.0 4.0 X 0 0 0 KEVIN HIRAYAMA CO-CHAIR 1.0 4.0 X 0 0 0 GLENN SAITO TRUSTEE - TERM. 1.0 4.0 X 0 0 0 SEE SCHED O FOR COMPENSATION PAID BY RELATED ORGANIZATIONS 0.0 0.0 X 0 0 0 0 176305 49768 0 false true false 0 0 EMPLOYER CONTRIBUTIONS 900099 8473864 8473864 PARTICIPANT CONTRIBUTIONS 900099 883238 883238 9357102 3271125 3271125 0 0 0 0 0 66688058 63414450 3273608 3273608 3273608 0 0 0 0 0 0 0 0 0 OTHER INCOME 900099 9442 9442 9442 15911277 9366544 0 6544733 0 0 0 8587011 0 0 0 0 0 0 307667 48242 54574 0 0 403182 78204 0 0 0 0 0 0 0 0 0 0 0 22440 TABULAR SERVICES 26029 OTHER EXPENSES 12471 PRINTING 3733 DUES AND SUBSCRIPTIONS 480 1793 9545826 1559498 148779 0 0 0 0 2276080 1734726 0 0 0 0 0 0 0 0 0 0 0 0 85089568 100728800 0 0 0 0 0 0 0 0 88925146 102612305 65403 68023 0 0 0 0 0 0 0 0 0 0 0 0 0 0 189982 3334925 255385 3402948 X 0 0 0 0 88669761 99209357 88669761 99209357 88925146 102612305 6365451 7106775 -2932630 X false true X true false 0 DUE TO BROKER 89144 ACCUMULATED ELIGIBILITY CREDITS 3245781 3334925 X 22612759 7106774 7106774 15505985 403182 2110 405292 15911277 8829492 8829492 403182 313152 716334 9545826 PART X, LINE 2: 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 the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the IRS. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. PART XI, LINE 4B: $2,110 PRIOR YEAR ADJUSTMENT FOR BEGINNING NET ASSETS. PART XII, LINE 4B: CHANGE IN BENEFIT OBLIGATIONS: ACCUMULATED ELIGIBILITY CREDIT X false false false RYAN LOEFFERS ADMINISTRATOR 0 176305 0 0 0 0 0 29972 0 19796 0 226073 0 0 FORM 990, PART VI, SECTION A, LINE 8B: THERE IS NO COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B: AMINISTRATOR WILL REVIEW FORM 990 DRAFT FILING PROVIDED BEFORE BEING FILED AND WILL EMAIL DRAFT 990 TO TRUSTEES BEFORE FILING. ADMINISTRATOR TO GIVE APPROVAL TO FILE IF NO QUESTIONS. FORM 990 PART VI, SECTION B, LINE 12C: IN CONNECTION WITH ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST, AN INTEREST PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL OR PERSONAL INTEREST AND DISCLOSE ALL MATERIAL FACTS TO THE OTHER TRUSTEES. THE PERSON(S) DELEGATED BY THE BOARD OF TRUSTEES SHALL INVESTIGATE AND MAKE A DETERMINATION AS TO WHETHER A CONFLICT EXISTS AND IN THE CASE OF AN EXISTING CONFLICT, WHETHER THE CONTEMPLATED TRANSATION IS PRUDENT, SOLELY IN THE INTEREST OF THE TRUST FUND'S PARTICIPANTS AND BENEFICIARIES, FOR THE EXCLUSIVE PURPOSE OF PROVIDING BENEFITS TO THEM OR DEFRAYING REASONABLE TRUST FUND EXPENSE AND CONSISTENT WITH APPLICABLE LAW. FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZATION MAKES ITS FINANCIAL INFORMATION AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990 PART VII SECTION A COLUMN E AND F: COMPENSATION PAID TO TRUSTEES EMPLOYED BY OTHER RELATED ORGANIZATIONS IS REPORTED ON THE FORM 990 FILED WITH THE INTERNAL REVENUE SERVICE BY THE RELATED TAS-EXEMPT ORGANIZATION. IF YOU WOULD LIKE ADDITIONAL INFORMATION, PLEASE CONTACT THE THIRD-PARTY ADMINISTRATOR. HSMW PENSION FUND 1405 N KING ST STE 403 HONOLULU HI 96817 996009479 PENSION PLAN HI 401A NA false HSMW TRAINING FUND 1405 N KING ST STE 403 HONOLULU HI 96817 996009480 TRAINING HI 501(C)(5) NA false HSMW ANNUITY PROFIT SHARING FUND 1405 N KING ST STE 403 HONOLULU HI 96817 996027785 PENSION PLAN HI 401A NA false HSMW VACATION & HOLIDAY FUND 1405 N KING ST STE 403 HONOLULU HI 96817 996009478 VACATION BENE HI 501(C)(9) NA false false false false false false false false false false false false false false false false false false false false IDENTIFICATION OF RELATED ORGANIZATIONS THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTIEMPLOYER TRUST THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF JANUARY 31, 2025, THERE ARE APPROXIMATELY 37 EMPLOYERS THAT CONTRIBUTE TO THE TRUST. THE ADMINISTRATIVE OFFICE MAINTAINS A DATABASE OF THESE CONTRIBUTING EMPLOYERS, INCLUDING NAMES, ADDRESSES AND OTHER CONTACT INFORMATION. THE FEDERAL TAX CLASSIFICATION (DISREGARDED ENTITY, TAX-EXEMPT ORGANIZATION, PARTNERSHIP, TAXABLE CORPORATION OR TRUST) FOR EACH CONTRIBUTING EMPLOYER IS NOT ON FILE WITH THE ADMINISTRATIVE OFFICE AND IT COULD NOT BE REASONABLY OBTAINED. AS A RESULT, THE NAMES OF THE CONTRIBUTING EMPLOYERS ARE LISTED ON PART VII BELOW AND NOT ON PARTS II THROUGH IV BY FEDERAL TAX CLASSIFICATION. 3D SHEET METAL ACME Mechanical, LLC Air Central, Inc. Alaka'i Mechanical Corporation A-Plus Seamless Raingutters, Inc. (NO TRAINING) Commercial Sheetmetal Co., Inc. Continental Mechanical of The Pacific Cool Air, Inc. D & S Commercial Service, Inc. Dorvin D. Leis Co., Inc. (Maui) Dorvin D. Leis Co., Inc. (Oahu) Elite Mechanical, Inc. Extreme Sheet Metal, Inc. (NO TRAINING) Garden Island Sheetmetal LLC Gordon Mechanical, LLC Hawaii Sheet Metal & Mechanical, Inc. Hawaii Ventilation Systems, LLC Heide & Cook, LLC HSI Mechanical, Inc. Kenco Construction, Inc. Kona Industries, Inc. Master Sheet Metal, Inc. MD Construction Narito Sheetmetal & Mechanical Oahu Plumbing & Sheet Metal Ltd. Pan Pacific Mechanical, LLC Pan Pacific Mechanical (Oahu) Preferred Mechanical, LLC Royal Mechanical & Sheet Metal Sage One, Inc. Sheet Metal Contractors Assoc. Standard Sheetmetal & Mechanical, Inc. T. Taketa Sheet Metal, Inc. Tabla Mechanical, LLC Titan Industries Tradewinds Cooling, LLC UNIFAB, LLC