2025-12-19T07:17:58-05:00 2025-01-31 WITHUMSMITHBROWNPC 6101 BOLLINGER CANYON RD STE 400 SAN RAMON CA 94583 990 2024-02-01 996009478 SHEETMETAL WORKERS VACATION AND HOLIDAY FUND % ARTHUR B TOLENTINO SHEE 8088416106 1405 NORTH KING ST 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 4666015 false X N/A X 1964 HI PROVIDE VACATION & HOLIDAY BENEFITS TO EMPLOYEES AND THEIR BENEFICIARIES. 7 7 0 0 0 0 0 0 3304247 3581525 -1039756 34874 0 0 2264491 3616399 0 0 3377286 3448198 0 0 0 0 0 158864 162284 3536150 3610482 -1271659 5917 1276305 1670607 2282242 85 -1005937 1670522 X PROVIDE VACATION & HOLIDAY BENEFITS TO EMPLOYEES AND THEIR BENEFICIARIES WHO SATISFY THE ELIGIBILITY REQUIREMENTS FOR BENEFITS. false false TO PROVIDE VACATION AND HOLIDAY BENEFITS TO PARTICIPANTS UNDER COLLECTIVE BARGAINING AGREEMENTS. false false false false false false false false false false false false false true true true 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 false false false false false false false false X 7 7 false false false false false false false true false false false false true true true true true false false false X ARTHUR B TOLENTINO 8088416106 1405 NORTH KING ST 403 HONOLULU HI 96817 X RYAN LOEFFERS ADMINISTRATOR 7.5 32.5 X 0 176305 49768 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 MARC RIFKIND TRUSTEE 1.0 4.0 X 0 0 0 KEVIN HIRAYAMA CO-CHAIR 1.0 4.0 X 0 0 0 SAMUEL FUJIKAWA TRUSTEE 1.0 4.0 X 0 0 0 PAUL SAITO TRUSTEE 1.0 4.0 X 0 0 0 ALDON KAOPUIKI ALTERNATE 1.0 4.0 X 0 0 0 SKYE MATSUMOTO ALTERNATE 1.0 4.0 X 0 0 0 SEE SCHED O FOR COMPENSATION PAID PAID BY RELATED ORGANIZATIONS 0.0 0.0 X 0 0 0 0 176305 49768 0 false true false 0 0 EMPLOYER CONTRIBUTION 900099 3581525 3581525 3581525 44043 44043 0 0 0 0 0 1040447 1049616 -9169 -9169 -9169 0 0 0 0 0 0 0 0 0 0 3616399 3581525 0 34874 0 0 0 3448198 0 0 0 0 0 0 0 478 32748 0 0 919 4617 0 3758 0 0 0 0 0 0 0 0 0 169 OFFICE EXPENSE REIMBURSEMENT 92300 TAB SERVICE 13014 COLLECTION FEES 12632 CONSULTING FEES 1609 40 3610482 730120 159888 0 1049616 0 0 540782 457508 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 5403 3595 1276305 1670607 15818 85 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2266424 0 2282242 85 X 0 0 0 0 -1005937 1670522 -1005937 1670522 1276305 1670607 5917 2670542 X false true X false 0 0 X 3611594 3611594 4805 4805 3616399 3605677 3605677 4805 4805 3610482 SEE SUPPLEMENTAL PAGE 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. 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 C, LINE 19: THE ORGANIZATION MAKES ITS FINANCIAL INFORMATION AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII, SECTION A, COLUMN E & 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 TAX-EXEMPT ORGANIZATION. IF YOU WOULD LIKE ADDITIONAL INFORMATION, PLEASE CONTACT THE THIRD-PARTY ADMINISTRATOR. FORM 990, PART XI, LINE 8: THE PRIOR PERIOD ADJUSTMENT IS THE RESULT OF THE PRIOR YEAR AUDITED FINANCIAL STATEMENTS BEING COMPLETED AFTER THE PRIOR YEAR TAX RETURN WAS FILED, AND SEVERAL ADJUSTMENTS WERE MADE TO THE BALANCES IN THE PRIOR YEAR TAX RETURN DURING THE AUDIT. 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. 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 HEALTH & WELFARE FUND 1405 N KING ST STE 403 HONOLULU HI 96817 996009418 H&W HI 501(C)(9) NA false HSMW ANNUITY PROFIT SHARING FUND 1405 N KING ST STE 403 HONOLULU HI 96817 996027785 PENSION PLAN HI 401A 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 VACATION & HOLIDAY 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. 3-D 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