Nonprofit · EIN 30-0856953
HAWAII TAPERS RETIREE HEALTH REIMBURSEMENT FUND TR
Also known as JOINT BOARD OF TRUSTEES TTEE
Tax-exempt · HONOLULU, HI 96817
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $2,230,431 | $84,977 | $2,145,454 | $10,469,925 | $0 | $10,469,925 |
| December 31, 2023 | 990 | $1,662,887 | $69,485 | $1,593,402 | $8,366,344 | $0 | $8,366,344 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $1,886,493
- Investment income
- $343,938
- Net gain from sales of assets
- $31,712
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $16,237
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $2,434
Balance sheet and other
- Total assets, start of year
- $8,366,344
- Total assets, end of year
- $10,469,925
- Total liabilities, end of year
- $0
- Net assets, end of year
- $10,469,925
- Publicly traded securities
- $6,920,134
- Gross receipts
- $2,230,431
- Employees
- 0
- Volunteers
- 7
- Year formed
- 2015
- 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 |
|---|---|---|---|
| RYDEN VALMOJA | UNION TRUSTEE Trustee or director | 0.5 | $0 |
| JOHN FRIGILLANA JR | UNION TRUSTEE Trustee or director | 0.5 | $0 |
| MARIO MANRIQUE GARCIA JR | UNION TRUSTEE Trustee or director | 0.5 | $0 |
| KARL SINCLAIR | EMPLOYER TRUSTEE (ALT) Trustee or director | 0.5 | $0 |
| MICHAEL MAZZONE | EMPLOYER TRUSTEE Trustee or director | 0.5 | $0 |
| ANACLETO ALCANTRA | EMPLOYER TRUSTEE Trustee or director | 0.5 | $0 |
| MICHAEL GOODNIGHT | EMPLOYER TRUSTEE Trustee or director | 0.5 | $0 |
990 for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MARIO MANRIQUE JR | UNION TRUSTEE Trustee or director | 0.5 | $0 | $106,213 | $73,131 |
| RYDEN VALMOJA | UNION TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| JOHN FRIGILLANA JR | UNION TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| KARL SINCLAIR | EMPLOYER TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| ANACLETO ALCANTRA | EMPLOYER TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| MICHAEL MAZZONE | EMPLOYER TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| BARBARA KONO | EMPLOYER TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 560 N NIMITZ HWY STE 209, HONOLULU, HI 96817-5328
- In care of
- % GROUP PLAN ADMINISTRATORS INC
- Principal officer (990 for 2024)
- JOHN FRIGILLANA JR MICHA, 560 N NIMITZ HWY STE 209, HONOLULU, HI 96817
- Signed the 990
- JOHN FRIGILLANA JR MICHAEL MAZZONE, UNION TRUSTEE/MANAGEMENT TRUSTEE
- Phone
- (808) 523-0199
- Return prepared by
- SINGERLEWAK LLP
Mission
ORGANIZATION IS A COLLECTIVELY BARGAINED MULTIEMPLOYER PLAN THAT CREATES A RESERVE FOR REIMBURSEMENT OF HOSPITAL, MEDICAL, DENTAL, AND SIMILAR BENEFITS FOR ELIGIBLE PARTICIPANTS (AND THEIR TAX-QUALIFIED DEPENDENTS) FOLLOWING RETIREMENT.
Program accomplishments
- TO PROVIDE ADMINISTRATIVE SERVICES FOR THE PLAN
- TO PROVIDE BENEFIT REIMBURSEMENTS TO ELIGIBLE PLAN PARTICIPANTS
- TO PROVIDE INVESTMENT RELATED SERVICES TO THE PLAN.
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
- 30-0856953
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2015
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $10,469,925
- Income (IRS master file)
- $2,230,431
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $2,230,431 | $84,977 | $10,469,925 | XML |
| 990 | December 2023 | $1,662,887 | $69,485 | $8,366,344 | XML |
| 990 | December 2022 | $1,561,444 | $81,633 | $6,653,877 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | 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 30-0856953).
Questions about HAWAII TAPERS RETIREE HEALTH REIMBURSEMENT FUND TR
- What is the EIN of HAWAII TAPERS RETIREE HEALTH REIMBURSEMENT FUND TR?
- The employer identification number (EIN) of HAWAII TAPERS RETIREE HEALTH REIMBURSEMENT FUND TR is 30-0856953.
- Is HAWAII TAPERS RETIREE HEALTH REIMBURSEMENT FUND TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2015.
- Are donations to HAWAII TAPERS RETIREE HEALTH REIMBURSEMENT FUND TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does HAWAII TAPERS RETIREE HEALTH REIMBURSEMENT FUND 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 HAWAII TAPERS RETIREE HEALTH REIMBURSEMENT FUND 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 HAWAII TAPERS RETIREE HEALTH REIMBURSEMENT FUND 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 HAWAII TAPERS RETIREE HEALTH REIMBURSEMENT FUND TR?
- The 990 for the year ended December 31, 2024 names JOHN FRIGILLANA JR MICHA.
- Who are the officers and directors of HAWAII TAPERS RETIREE HEALTH REIMBURSEMENT FUND TR?
- The 990 for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
- How much revenue does HAWAII TAPERS RETIREE HEALTH REIMBURSEMENT FUND TR have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $2,230,431, expenses of $84,977 and total assets of $10,469,925 at year end.
Other nonprofits in HONOLULU
- SUTTER INSURANCE SERVICES CORPORATION EIN 99-0289310 · last filed 990 for 2024
- ILWU LOCAL 142 HEALTH & WELFARE TR EIN 20-2076868 · last filed 990 for 2024
- ILWU LOCAL 142 GENERAL HEALTH & WELFARE TRUST EIN 26-2318475 · last filed 990 for 2024
- SOUTHERN OREGON INSURANCE INC EIN 20-1578637 · last filed 990 for 2025
- JAS W GLOVER LTD EMPLOYEES WELFARE BENEFIT PLAN EIN 99-0305847 · last filed 990 for 2025
- HAWAII TAPERS VACATION TRUST FUND EIN 32-0421626 · last filed 990 for 2024
- PAINTING INDUSTRY OF HAWAII RESERVE BENEFIT FUND EIN 87-0696316 · last filed 990 for 2025
- HAWAII RESIDENCY PROGRAM INC TRUST FOR PROFESSIONAL LIABILITY EIN 99-0257950 · last filed 990 for 2025
All nonprofits in HONOLULU · Hawaii · Mutual and membership benefit