2026-06-03T13:15:30-05:00 2025-07-31 990155373 SINGERLEWAK LLP 500 ALA MOANA BLVD 2 302 HONOLULU HI 96813 990 2024-08-01 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 2026-06-02 1 JUDITH CHOCK P01072809 8085336254 2024 2025-03-06 01:10:19Z JOSEPH O'DONNELL GAYLORD 94-497 UKEE ST WAIPAHU HI 96797 47355580 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 12 0 0 12 0 0 0 0 12475717 14578506 722018 1070748 6013 360 13203748 15649614 0 0 8360454 9705550 0 0 0 0 0 390695 378363 8751149 10083913 4452599 5565701 25977564 31842337 0 0 25977564 31842337 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 8999537 TO PROVIDE MEDICAL, DENTAL, VISION, LIFE INSURANCE, AND TEMPORARY DISABILITY BENEFITS FOR ELIGIBLE EMPLOYEES, THEIR FAMILIES, OR DEPENDENTS. 653474 TO PROVIDE SUPPLEMENTARY ASSISTANCE TO RETIREES FOR PREMIUMS DUE. 52539 TO PROVIDE SUPPLEMENTARY ASSISTANCE TO TERMINATED EMPLOYEES FOR PREMIUMS DUE. 9705550 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 12 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 MOEA'I LABOR TRUSTEE 0.50 X 0 0 0 MELVIN KAHELE LABOR TRUSTEE 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 BRENT HOLCOMB MANAGEMENT TRUSTEE 0.50 X 0 0 0 KIM RENSO MANAGEMENT TRUSTEE 0.50 X 0 0 0 MICAH PARIS LABOR TRUSTEE 0.50 X 0 0 0 0 0 0 0 0 0 0 0 EMPLOYERS' CONTRIB. 900099 14239588 14239588 SELF-PAYMENTS 900099 334915 334915 LIQUIDATED DAMAGES 900099 4003 4003 14578506 920539 920539 31856175 31705966 150209 150209 150209 MISCELLANEOUS INCOME 900099 360 360 360 15649614 14578506 0 1071108 9705550 8372 57068 91948 2240 2718 3312 4884 REIMBURSEMENT TO ADMIN. 155361 CONSULTANTS FEES 34914 TAXES - TDI 17546 10083913 16260 4775 12510508 10764062 1563296 1755808 59667 58284 4695 1383 11882805 19316309 25977564 31842337 0 0 X 25977564 31842337 0 0 0 0 25977564 31842337 25977564 31842337 5565701 299072 0 X X 0 1 X 1 0 59667 58284 1383 1383 X 15856738 299072 299072 15557666 91948 91948 15649614 9991965 0 9991965 91948 91948 10083913 PART X, LINE 2: EXPLANATION: THE AUDITED FINANCIAL STATEMENTS CONTAIN THE FOLLOWING DISCLOSURE PERTAINING TO FIN 48 (ASC 740) " THE PLAN OBTAINED ITS LATEST DETERMINATION LETTER ON JULY 25, 1977, IN WHICH THE INTERNAL REVENUE SERVICE (IRS) STATES THAT THE PLAN, AS THEN DESIGNED, WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE (IRC). THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. HOWEVER, THE PLAN ADMINISTRATOR AND THE PLAN'S TAX COUNSEL BELIEVE THAT THE PLAN IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. 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 BOARD OF TRUSTEES HAVE NOT IDENTIFIED ANY UNCERTAIN TAX POSITIONS AS OF JULY 31, 2025 AND 2024. 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. 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 T. KAWIKA CHUN - 4232 SIERRA DRIVE, HONOLULU, HI 96816. DAVID A. MILLER, JR. - P.O. BOX 30246, HONOLULU, HI 96820. HENRY TAKAHASHI - 98-943 MOANALUA RD, #1702, AIEA, HI 96701. GAYLORD LOVELL - 94-092 LEOKANE STREET, WAIPAHU, HI 96797. BRENT HOLCOMB - P.O. BOX 700687, KAPOLEI, HI 96709. 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 155361 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. APB CONSTRUCTION CORP. ARCHITECTURAL GLASS & ALUMINUM BIRDAIR, INC. CMC STEEL FABRICATORS, INC. DURA CONSTRUCTORS INC (REINF) EVERGREEN PACIFIC STEEL, LLC F & H CONSTRUCTION F RONDUEN WELDING FEDERAL 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 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 COPR NESS CAMPBELL CRANE & RIGGING NORTHWEST TOWER CRANE SERVICE O'BRIEN STEEL ERECTORS INC PARADISE ERECTORS, INC. PARADISE REINFORCING, INC. PRIMATECH CONSTRUCTION, INC. R K OSHIRO DOOR SERVICE, INC. REBAR INTERNATIONAL, INC. S & S REBAR SAPINI SERVICES SCHWAGER DAVIS, INC. SHEEDY DRAYAGE CO SHIMMICK/TRAYLOR/GRANITE, JV SIMMONS STEEL CORP SITE CONSTRUCTORS, INC. SWANSON STEEL ERECTORS, INC. UNITED STEEL, LLC UNLIMITED CONSTRUCTION SERVICES, INC. WAIPAHU WELDING