2026-03-10T17:19:00-05:00 2025-05-31 952302617 SINGERLEWAK LLP 500 ALA MOANA BLVD 2 302 HONOLULU HI 96813 990 2024-06-01 996046220 LOCAL 665 IATSE HEALTH & WELFARE PLAN LOCA 8085092990 560 NORTH NIMITZ HIGHWAY 209 HONOLULU HI 96817 ALLAN OMO GORDON SVEC UNION TRUSTEE / EMPLOYER TRUSTEE 8085092990 2026-02-17 1 1 JUDITH CHOCK P01072809 8085336254 2024 2025-03-06 01:10:19Z ALLAN OMO GORDON SVEC 560 NORTH NIMITZ HIGHWAY 209 HONOLULU HI 96817 18142861 0 X N/A X 1983 HI ORGANIZATION IS A COLLECTIVELY BARGAINED MULTIEMPLOYER PLAN THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS ACCORDING TO PLAN RULES AND REGULATIONS. 6 3 0 6 0 0 0 0 4960116 2511734 212132 842249 0 0 5172248 3353983 0 0 4950129 4639647 0 0 0 0 0 149892 188732 5100021 4828379 72227 -1474396 20483552 19460764 0 0 20483552 19460764 ORGANIZATION IS A COLLECTIVELY BARGAINED MULTIEMPLOYER PLAN THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS ACCORDING TO PLAN RULES AND REGULATIONS. 0 0 TO PROVIDE MEDICAL BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. TO PROVIDE DENTAL BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. TO PROVIDE VISION AND LIFE INSURANCE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. 0 0 0 0 0 0 0 0 0 0 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 2 0 1 0 0 0 0 0 0 0 0 0 X 6 3 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X BENEFIT RISK & MANAGEMENT SERVICES 8085092990 560 NORTH NIMITZ HIGHWAY SUITE 209 HONOLULU HI 96817 X X JACK SCHNEIDER EMPLOYER TRUSTEE 0.25 X 0 0 0 GORDON SVEC EMPLOYER TRUSTEE 0.25 X 0 0 0 ALLAN OMO UNION TRUSTEE 0.25 X 0 0 0 HENRY FORDHAM UNION TRUSTEE 0.25 X 0 0 0 IRISH BARBER UNION TRUSTEE 0.25 X 0 0 0 RICHARD VIDA EMPLOYER TRUSTEE 0.25 X 0 0 0 JEFFERY NIHIPALI DAY UNION TRUSTEE (ALT) 0.25 X 0 0 0 0 0 0 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 900099 2402983 2402983 EMPLOYEE CONTRIBUTIONS 900099 108751 108751 2511734 951468 951468 14679659 14788878 -109219 -109219 -109219 3353983 2511734 0 842249 4639647 4639647 42706 42706 15010 15010 26178 26178 25398 25398 52530 52530 13041 13041 2301 2301 11568 11568 4828379 4639647 188732 0 157161 32390 616724 381851 566446 350880 19143221 18695643 20483552 19460764 0 0 X 20483552 19460764 0 0 0 0 20483552 19460764 20483552 19460764 -1474396 451608 0 X X 0 1 X 1 0 0 X 3780193 451608 451608 3328585 25398 25398 3353983 4802981 0 4802981 25398 25398 4828379 PART X, LINE 2: THE FINANCIAL STATEMENTS CONTAINS THE FOLLOWING DISCLOSURE PERTAINING TO FIN 48 (ASC 740): "THE TRUST FUNDING CERTAIN BENEFITS OF THE PLAN RECEIVED AN EXEMPTION LETTER FROM THE IRS DATED SEPTEMBER 19, 1988, 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 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 HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. HOWEVER, THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS CURRENTLY DESIGNED AND 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 THAN 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. MANAGEMENT ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND CONCLUDED THAT, AS OF MAY 31, 2024 AND 2023, 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." FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE ADMINISTRATOR. IT IS THEN PROVIDED TO UNION AND MANAGEMENT TRUSTEE REPRESENTATIVES PRIOR TO SIGNING AND FILING. FORM 990, PART VI, SECTION B, LINE 12C LEGAL COUNSEL AND BOARD OF TRUSTEES REVIEW POLICY ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 POLICIES ARE MADE AVAILABLE TO PUBLIC UPON REQUEST FORM 990, PART VII, SECTION A SAVBEING THAT THE MEMBERS OF THE BOARD OF TRUSTEES SERVE THE ORGANIZATION AS VOLUNTEERS, THE ORGANIZATION MADE A REASONABLE EFFORT TO SECURE INFORMATION ON ANY COMPENSATION PAID TO THE TRUSTEES BY RELATED ORGANIZATION(S), BUT WAS UNABLE TO OBTAIN NOR ESTIMATE SUCH INFORMATION FOR PURPOSES OF REPORTING ON PART VII. 12:05 AM PRODUCTIONS, LLC 1ST DALLAS 2023 4 MILES LLC AEG ALOHA EVENT LIGHTING AMERICAN IDOL PRODUCTIONS, INC. ASSETS SCHOOL AWAKENING EVENTS INC BAMP BAMP PROJECT BAMP PROJECT/AEG BLUE KOALA PICTURES, INC BUMPER PRODUCTIONS LLC CHAD IRAHA CMS PRODUCTIONS CORNERSTONE MULTIMEDIA DESTINY ENTERTAINMENT LLC DIVERSIFIED STAGE EGGSHELL LIGHTING EGGSHELL LIGHTING COMPANY ENCORE GROUP (USA) LLC EVENTS INTERNATIONAL EVENTVISION INC. EYE PRODUCTIONS INC. GLP PRODUCTIONS GRADUATION GROUNDSWELL PRODUCTIONS, LLC HAWAII NATIONAL GUARD HAWAII OPERA THEATRE HAWAII STAGE & LIGHTING RENTALS HAWAII SYMPHONY ORCHESTRA HI SYM ORCH HAWAII'S FINEST HCC IATSE LOCAL 665 LOCAL 665 ICON CONCERTS ICON EVENTS INDEPENDENT MEDIA INC INNOVATIVE ARTS & ENTERTAINMENT KAIMUKI HIGH SCHOOL KALAHEO HIGH SCHOOL KALAIMOKU GROUP KAMEHAMEHA SCHOOLS KAPIOLANI HEALTH FOUNDATION KAUAKOKO FOUNDATION KINETIC PRODUCTIONS LEHFELDT MEMORIAL LIFE SURGE 2025 LIVE NATION / BAMP MAGIC ISLAND PRODUCTIONS, INC MAGICSPACE ENTERTAINMENT MARYKNOLL HIGH SCHOOL MINTED CONTENT INC. MOANALUA MIDDLE SCHOOL NZK PRODUCTIONS ONSTAGE HAWAII PROSERVICE HAWAII PSAV PULSE COMMERCIALS LLC PUNAHOU SCHOOL QUEEN LILIUOKALANI TRUST RADFORD RBP RHEMA SERVICES RICK BARTALINI PRESENTS RIGHT BRAIN ENTERTAINMENT SALT SPRING MEDIA, INC. SCENERY PRODUCTIONS, INC. SHOWMAKERS INC SHRIEK SHACK LLC SNAPBACK ST LOUIS HIGH SCHOOL STAFFING PARTNERS THEATRIX THEATRIX HI TRADE WINDS PRODUCTIONS TRANSPARENT PRODUCTIONS WRAPBOOK WRECKING LEO PRODUCTIONS LLC FORM 990, PART XII, LINE 2C NO CHANGE IN THE REVIEW PROCESS FROM THE PRIOR YEAR. THE BOARD OF TRUSTEES SELECTS AN INDEPENDENT AUDITOR. THE ADMINISTRATOR REVIEWS THE FINANCIAL STATEMENTS. BOARD OF TRUSTEES REVIEWS AND APPROVES THE FINANCIAL STATEMENTS. LOCAL 665 IATSE ANNUITY PLAN 560 NORTH NIMITZ HIGHWAY STE 209 HONOLULU HI 96817 990228395 PROVIDE ANNUITY BENEFITS TO ELIGIBILE PARTICIPANTS HI 403(B) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART II THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTIEMPLOYER PLAN THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS IN ACCORDANCE WITH TERMS SET FORTH IN THE TRUST AGREEMENT, RULES AND REGULATIONS OF THE PLAN, AND COLLECTIVE BARGAINING AGREEMENTS. 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: 12:05 AM PRODUCTIONS, LLC 1ST DALLAS 2023 4 MILES LLC AEG ALOHA EVENT LIGHTING AMERICAN IDOL PRODUCTIONS, INC. ASSETS SCHOOL AWAKENING EVENTS INC BAMP PROJECT/AEG BLUE KOALA PICTURES, INC BUMPER PRODUCTIONS LLC CHAD IRAHA CMS PRODUCTIONS CORNERSTONE MULTIMEDIA DESTINY ENTERTAINMENT LLC DIVERSIFIED STAGE EGGSHELL LIGHTING COMPANY ENCORE GROUP (USA) LLC EVENTS INTERNATIONAL EVENTVISION INC. EYE PRODUCTIONS INC. GLP PRODUCTIONS GRADUATION GROUNDSWELL PRODUCTIONS, LLC HAWAII NATIONAL GUARD HAWAII OPERA THEATRE HAWAII STAGE & LIGHTING RENTALS HI SYM ORCH HAWAII'S FINEST HCC LOCAL 665 ICON EVENTS INDEPENDENT MEDIA INC INNOVATIVE ARTS & ENTERTAINMENT KAIMUKI HIGH SCHOOL KALAHEO HIGH SCHOOL KALAIMOKU GROUP KAMEHAMEHA SCHOOLS KAPIOLANI HEALTH FOUNDATION KAUAKOKO FOUNDATION KINETIC PRODUCTIONS LEHFELDT MEMORIAL LIFE SURGE 2025 LIVE NATION / BAMP MAGIC ISLAND PRODUCTIONS, INC MAGICSPACE ENTERTAINMENT MARYKNOLL HIGH SCHOOL MINTED CONTENT INC. MOANALUA MIDDLE SCHOOL NZK PRODUCTIONS ONSTAGE HAWAII PROSERVICE HAWAII PSAV PULSE COMMERCIALS LLC PUNAHOU SCHOOL QUEEN LILIUOKALANI TRUST RADFORD RBP RHEMA SERVICES RICK BARTALINI PRESENTS RIGHT BRAIN ENTERTAINMENT SALT SPRING MEDIA, INC. SCENERY PRODUCTIONS, INC. SHOWMAKERS INC SHRIEK SHACK LLC SNAPBACK ST LOUIS HIGH SCHOOL STAFFING PARTNERS THEATRIX HI TRADE WINDS PRODUCTIONS TRANSPARENT PRODUCTIONS WRAPBOOK WRECKING LEO PRODUCTIONS LLC