Nonprofit · EIN 20-2076868
ILWU LOCAL 142 HEALTH & WELFARE TR
Tax-exempt · HONOLULU, HI 96814
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $57,036,291 | $51,304,463 | $5,731,828 | $71,949,303 | $3,019,156 | $68,930,147 |
| December 31, 2023 | 990 | $54,737,421 | $47,121,945 | $7,615,476 | $63,277,695 | $1,234,068 | $62,043,627 |
| December 31, 2022 | 990 (amended) | $52,977,525 | $43,194,038 | $9,783,487 | $53,414,024 | $751,684 | $52,662,340 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $54,609,870
- Investment income
- $2,418,493
- Net gain from sales of assets
- $6,667
- Other revenue
- $7,928
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $49,197,209
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $10,956
- Accounting fees
- $63,741
Balance sheet and other
- Total assets, start of year
- $63,277,695
- Total assets, end of year
- $71,949,303
- Total liabilities, end of year
- $3,019,156
- Net assets, end of year
- $68,930,147
- Publicly traded securities
- $58,783,624
- Gross receipts
- $138,874,281
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2005
- State of legal domicile
- HI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ELMER GOROSPE | UNION TRUSTEE Trustee or director | 1 | $0 |
| CARLA THOMAS | EMPLOYER TRUSTEE Trustee or director | 1 | $0 |
| ROBERTO ANDRION JR | UNION TRUSTEE Trustee or director | 1 | $0 |
| ERIC LOTTERMOSER | EMPLOYER TRUSTEE Trustee or director | 1 | $0 |
| EVANGELINE SOBREPENA | EMPLOYER TRUSTEE Trustee or director | 1 | $0 |
| CHRISTIAN WEST | UNION TRUSTEE Trustee or director | 1 | $0 |
| JEAN EWING | EMPLOYER TRUSTEE Trustee or director | 1 | $0 |
| TRISTIE LICOAN | ALTERNATE UNION TRUSTEE Trustee or director | 1 | $0 |
| JACKIE YULO | ALTERNATE EMPLOYER TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GUY FUJIMURA | UNION TRUSTEE Trustee or director | 1 | $0 |
| CARLA THOMAS | EMPLOYER TRUSTEE Trustee or director | 1 | $0 |
| ROBERTO ANDRION JR | UNION TRUSTEE Trustee or director | 1 | $0 |
| ERIC LOTTERMOSER | EMPLOYER TRUSTEE Trustee or director | 1 | $0 |
| EVANGELINE SOBREPENA | EMPLOYER TRUSTEE Trustee or director | 1 | $0 |
| ELMER GOROSPE | UNION TRUSTEE Trustee or director | 1 | $0 |
| JEAN EWING | ALTERNATE EMPLOYER TRUSTEE Trustee or director | 1 | $0 |
| ROSELYN MOLINA | ALTERNATE UNION TRUSTEE Trustee or director | 1 | $0 |
| CHRISTIAN WEST | UNION TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2022: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GUY FUJIMURA | UNION TRUSTEE Trustee or director | 1 | $0 |
| CARLA THOMAS | EMPLOYER TRUSTEE Trustee or director | 1 | $0 |
| ROBERTO ANDRION JR | UNION TRUSTEE Trustee or director | 1 | $0 |
| ERIC LOTTERMOSER | EMPLOYER TRUSTEE Trustee or director | 1 | $0 |
| EVANGELINE SOBREPENA | EMPLOYER TRUSTEE Trustee or director | 1 | $0 |
| ELMER GOROSPE | UNION TRUSTEE Trustee or director | 1 | $0 |
| JEAN EWING | ALTERNATE EMPLOYER TRUSTEE Trustee or director | 1 | $0 |
| ROSELYN MOLINA | ALTERNATE UNION TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1440 KAPIOLANI BLVD STE 800, HONOLULU, HI 96814-3613
- In care of
- % PACIFIC ADMINISTRATORS INC
- Principal officer (990 for 2024)
- CHRISTIAN WEST-UNION TRUS, 1440 KAPIOLANI BLVD SUITE 800, HONOLULU, HI 96814
- Signed the 990
- CHRISTIAN WEST-UNION TRUSTEE, ERIC LOTTERMOSER-MGMT TRUSTEE
- Phone
- (808) 441-8600
- Return prepared by
- SINGERLEWAK LLP
Mission
TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR FAMILIES.
Program accomplishments
- TO PROVIDE SELF-FUNDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS IN ACCORDANCE WITH THE TERMS SET FORTH IN THE TRUST AGREEMENTS,RULES AND REGULATIONS OF THE PLAN AND CBA (MEDICAL $32,110,428, DRUG $6,199,878 DRUG REBATES $-1,908,991 AND DENTAL $1,975,955)Expenses $38,377,270
- TO PROVIDE INSURED BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS - (MEDICAL $10,502,144 CHIROPRACTIC $72,534, AND VISION $245,261)Expenses $10,819,939
- TO PROVIDE SELF-FUNDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS FOR THE CLAIMS ADMINISTRATIVE FEE (MEDICAL $1,060,438, DRUG $104,258, DENTAL $128,435)Expenses $1,293,131
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 20-2076868
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2009
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $71,949,303
- Income (IRS master file)
- $138,874,281
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $57,036,291 | $51,304,463 | $71,949,303 | XML |
| 990 | December 2023 | $54,737,421 | $47,121,945 | $63,277,695 | XML |
| 990 | December 2022 | $52,977,525 | $43,194,038 | $53,414,024 | XML |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-2076868).
Questions about ILWU LOCAL 142 HEALTH & WELFARE TR
- What is the EIN of ILWU LOCAL 142 HEALTH & WELFARE TR?
- The employer identification number (EIN) of ILWU LOCAL 142 HEALTH & WELFARE TR is 20-2076868.
- Is ILWU LOCAL 142 HEALTH & WELFARE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2009.
- Are donations to ILWU LOCAL 142 HEALTH & WELFARE TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ILWU LOCAL 142 HEALTH & WELFARE TR file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ILWU LOCAL 142 HEALTH & WELFARE TR due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ILWU LOCAL 142 HEALTH & WELFARE TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of ILWU LOCAL 142 HEALTH & WELFARE TR?
- The 990 for the year ended December 31, 2024 names CHRISTIAN WEST-UNION TRUS.
- Who are the officers and directors of ILWU LOCAL 142 HEALTH & WELFARE TR?
- The 990 for the year ended December 31, 2024 lists 9 people; 0 received compensation from the organization.
- How much revenue does ILWU LOCAL 142 HEALTH & WELFARE TR have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $57,036,291, expenses of $51,304,463 and total assets of $71,949,303 at year end.
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