2025-05-30T15:07:13-05:00 2024-07-31 990155373 SINGERLEWAK LLP 500 ALA MOANA BLVD 2 302 HONOLULU HI 96813 990 2023-08-01 990166475 HAWAII IRON WORKERS' HEALTH AND WELFARE PLAN HAWA 8086718225 94-497 UKEE ST WAIPAHU HI 96797 JOSEPH O'DONNELL GAYLORD LOVELL LABOR TRUSTEE/MGMT TRUSTEE 8086718225 2025-05-30 0 JUDITH CHOCK P01072809 8085336254 2023 2025-03-06 01:10:19Z JOSEPH O'DONNELL GAYLORD 94-497 UKEE ST WAIPAHU HI 96797 27468912 0 X N/A X 1975 HI TO PROVIDE HEALTH AND WELFARE BENEFITS TO EMPLOYEES, THEIR FAMILIES OR DEPENDENTS SATISFYING ELIGIBILITY REQUIREMENTS AS DETERMINED BY THE TRUSTEES 11 0 0 0 0 0 0 0 10869884 12475717 420451 722018 745 6013 11291080 13203748 0 0 8670397 8360454 0 0 0 0 0 362200 390695 9032597 8751149 2258483 4452599 20772894 25977564 0 0 20772894 25977564 ORGANIZATION IS A COLLECTIVELY BARGAINED MULTIEMPLOYER PLAN THAT PROVIDES HEALTH AND WELFARE BENEFITS TO EMPLOYEES, THEIR FAMILIES, OR DEPENDENTS SATISFYING ELIGIBILITY REQUIREMENTS AS DETERMINED BY THE TRUSTEES. 0 0 7758723 TO PROVIDE MEDICAL, DENTAL, VISION, LIFE INSURANCE, AND TEMPORARY DISABILITY BENEFITS FOR ELIGIBLE EMPLOYEES, THEIR FAMILIES, OR DEPENDENTS. 601731 TO PROVIDE SUPPLEMENTARY ASSISTANCE TO RETIREES FOR PREMIUMS DUE. 102390 TO PROVIDE SUPPLEMENTARY ASSISTANCE TO TERMINATED EMPLOYEES FOR PREMIUMS DUE. 8462844 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 1 0 1 0 0 0 0 0 0 0 0 0 X 11 0 1 0 0 0 0 0 0 1 1 1 0 1 1 1 1 1 1 0 0 0 X HI IRON WORKERS ADMINISTRATIVE OFFI 8086718225 94-497 UKEE ST WAIPAHU HI 96797 X JOSEPH O'DONNELL LABOR TRUSTEE 0.50 X 0 0 0 BRONSON PARIS LABOR TRUSTEE 0.50 X 0 0 0 SHON TGP MOEA'I LABOR TRUSTEE 0.50 X 0 0 0 MELVIN KAHELE LABOR TRUSTEE 0.50 X 0 0 0 LINCOLN NAIWI JR LABOR TRUSTEE (UNTIL 3/24) 0.50 X 0 0 0 EDSON HOO MANAGEMENT TRUSTEE (UNTIL 6/24) 0.50 X 0 0 0 DOUGLAS EWART MANAGEMENT TRUSTEE (UNTIL 3/24) 0.50 X 0 0 0 T KAWIKA CHUN MANAGEMENT TRUSTEE 0.50 X 0 0 0 DAVID A MILLER JR MANAGEMENT TRUSTEE 0.50 X 0 0 0 HENRY TAKAHASHI MANAGEMENT TRUSTEE 0.50 X 0 0 0 GAYLORD LOVELL MANAGEMENT TRUSTEE 0.50 X 0 0 0 LINCOLN NAIWI SR LABOR TRUSTEE 0.50 X 0 0 0 TIMOTHY HAN LABOR TRUSTEE (UNTIL 3/24) 0.50 X 0 0 0 BRENT HOLCOMB MANAGEMENT TRUSTEE 0.50 X 0 0 0 KIM RENSO MANAGEMENT TRUSTEE (FROM 3/24) 0.50 X 0 0 0 0 0 0 0 0 0 0 0 EMPLOYERS' CONTRIB. 900099 12201955 12201955 SELF-PAYMENTS 900099 260804 260804 LIQUIDATED DAMAGES 900099 12958 12958 12475717 891683 891683 14095499 14265164 -169665 -169665 -169665 MISCELLANEOUS INCOME 900099 6013 6013 6013 13203748 12475717 0 728031 8360454 16131 61780 66306 840 2708 4640 3973 REIMBURSEMENT TO ADMIN. 148223 CONSULTANTS FEES 48750 TAXES - TDI 37344 8751149 16260 8486117 12510508 1260571 1563296 59667 54972 9335 4695 11016871 11882805 20772894 25977564 0 0 X 20772894 25977564 0 0 0 0 20772894 25977564 20772894 25977564 4452599 752071 0 X X 0 1 X 1 0 59667 54972 4695 4695 X 13889513 752071 752071 13137442 66306 66306 13203748 8684843 0 8684843 66306 66306 8751149 PART X, LINE 2: EXPLANATION: THE AUDITED FINANCIAL STATEMENTS CONTAIN THE FOLLOWING DISCLOSURE PERTAINING TO FIN 48 (ASC 740) " THE TRUST FUNDING CERTAIN BENEFITS OF THE PLAN RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) DATED JULY 25, 1977, STATING THAT THE TRUST IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (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 2024 AND 2023 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 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. THE PLAN ADMINISTRATOR BELIEVES THE PLAN'S TAX POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED IF CHALLENGED BY TAX AUTHORITIES. 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 A, LINE 2 SHON MOEA'I (UNION TRUSTEE) AND BRONSON PARIS (UNION TRUSTEE) - FAMILY RELATIONSHIP. LINCOLN NAIWI, SR. (UNION TRUSTEE) AND LINCOLN NAIWI JR. (UNION TRUSTEE) - FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS CIRCULATED TO THE BOARD OF TRUSTEES FOR REVIEW AND APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C POLICY IS REVIEWED BY THE BOARD OF TRUSTEES ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 POLICIES ARE MADE AVAILABLE TO THE MEMBERS UPON REQUEST. FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC EDSON HOO - 850 AHUA STREET, HONOLULU, HI 96819. DOUGLAS EWART - 91-178 KALAELOA BLVD, KAPOLEI, HI 96707. T. KAWIKA CHUN - 2846 UALENA STREET #5, HONOLULU, HI 96819. DAVID A MILLER, JR. - P.O. BOX 30246, HONOLULU, HI 96820. HENRY TAKAHASHI - 99-056 KOAHA WAY, AIEA, HI 96701. GAYLORD LOVELL - 94-092 LEOKANE STREET, WAIPAHU, HI 96797. BRENT HOLCOMB - 11444 E GERMANN ROAD, MESA, AZ 85212. KIM RENSO - 91-178 KALAELOA BLVD, KAPOLEI, HI 96707. FORM 990, PART XII, 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 IRON WORKERS VACATION AND HOLIDAY TRUST FUND 94-497 UKEE STREET WAIPAHU HI 96797 990166477 TO PROVIDE VACATION AND HOLIDAY BENEFITS TO ELIGIBLE PLAN PARTICIPANTS HI 501(C)(9) N/A 0 HAWAII IRON WORKERS TRAINING TRUST FUND 94-497 UKEE STREET WAIPAHU HI 96797 990168649 TO PROVIDE TRAINING BENEFITS TO ELIGIBLE MEMBERS HI 501(C)(5) N/A 0 HAWAII IRON WORKERS' PENSION PLAN 94-497 UKEE STREET WAIPAHU HI 96797 996025105 TO PROVIDE PENSION BENEFITS TO ELIGIBLE MEMBERS HI 401(A) N/A 0 HAWAII IRON WORKERS' ANNUITY PLAN 94-497 UKEE STREET WAIPAHU HI 96797 990176931 TO PROVIDE ANNUITY BENEFITS TO ELIGIBLE MEMBERS HI 401(A) N/A 0 SEE SCHEDULE R SUPPLEMENTAL INFORAMTION SEE SCHEDULE R SUPPLMENTAL INFORMATION HAWAII IRON WORKERS' ADMINISTRATIVE OFFICE 94-497 UKEE STREET WAIPAHU HI 96797 990164675 TO PROVIDE ADMINISTRATIVE SERVICES TO THE VARIOUS IRON WORKERS' TRUST FUNDS HI N/A C 0 SEE SCHEDULE R SUPPLEMENTAL INFORMATION 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 HAWAII IRON WORKERS' ADMINISTRATIVE OFFICE P 148223 PLAN ASSET PERCENTAGE ALLOCATION FORM 990, SCHEDULE R, PARTS II, III, IV THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTIEMPLOYER PLAN THAT PROVIDES HEALTH & WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS IN ACCORDANCE W/ THE TERMS SET FORTH IN TRUST AGREEMENTS, RULES & REGS., OF THE PLAN & CBA. THE ADMINISTRATIVE OFFICE MAINTAINS A DATABASE OF THESE 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: ADVANCE-TRIWEST EQUIPMENT, LTD ALOHA STEEL CORP. BIRDAIR, INC. BRONKSSTEEL CMC STEEL FABRICATORS, INC. DURA CONSTRUCTORS INC (REINF) EVERGREEN PACIFIC STEEL, LLC F RONDUEN WELDING FOUNDATIONS HAWAII, INC. GARNER CONSTRUCTION WBE INC. HARRIS REBAR SOUTH PACIFIC INC. HAWAII IRON WORKERS ADM OFFICE HAWAII IRON WORKERS TRAINING HAWAII STEEL LLC IG STEEL, LLC IRONWORKERS UNION LOCAL 625 IRONWORKERS STABILIZATION ISLAND STEEL ERECTORS JAYCO HAWAII K & S WELDING KOAPAKA CONSTRUCTION CO., INC. KWL SERVICES INC LANE SUPPLY INC. MAUI INDUSTRIAL METAL FAB METAL-WELD SPECIALTIES, INC. MUTUAL WELDING CO LTD NAN INC. NATIONAL STEEL ERECTORS CORP NESS CAMPBELL CRANE & RIGGING NORTHWEST TOWER CRANE SERVICE O'BRIEN STEEL ERECTORS INC PARADISE ERECTORS, INC. PARADISE REINFORCING, INC. REBAR INTERNATIONAL, INC. S & S REBAR SCHWAGER DAVIS, INC. SHIMMICK/TRAYLOR/GRANITE, JV SIMMONS STEEL CORP STRUCTURFLEX SWANSON STEEL ERECTORS, INC. UNITED STEEL, LLC WAIPAHU WELDING