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Nonprofit · EIN 99-0104618

HAWAII ELECTRICIANS HEALTH & WELFARE FUND

Tax-exempt · HONOLULU, HI 96819

Financials

$25.1M$29.6M2021$24.7M$23.9M2022$29.4M$30.8M2023$34.1M$30.2M2024
Revenue Expenses · by fiscal year end
Financials of HAWAII ELECTRICIANS HEALTH & WELFARE FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990$34,115,879$30,245,719$3,870,160$102,012,087$463,833$101,548,254
September 30, 2024990$29,441,928$30,807,135-$1,365,207$100,045,464$425,025$99,620,439
September 30, 2023990$24,673,374$23,941,205$732,169$92,159,114$1,039,549$91,119,565
September 30, 2022990 (amended)$25,134,723$29,559,521-$4,424,798$86,546,798$3,830,375$82,716,423
Financial details: 990 for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$23,503,665
Investment income
$10,612,214
Net gain from sales of assets
$8,346,901
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$27,546,263
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$12,764
Accounting fees
$66,869
Program services (functional)
$28,552,732
Management and general (functional)
$1,692,987

Balance sheet and other

Total assets, start of year
$100,045,464
Total assets, end of year
$102,012,087
Total liabilities, end of year
$463,833
Net assets, end of year
$101,548,254
Publicly traded securities
$54,360,983
Gross receipts
$155,125,105
Employees
0
Volunteers
8
Year formed
1962
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 September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
DAMIEN KIMUNION TRUSTEE
Trustee or director
0.5$0
LEYTON TORDAUNION TRUSTEE
Trustee or director
0.5$0
TRACY HAYASHIUNION TRUSTEE
Trustee or director
0.5$0
ROBERT AQUINOUNION TRUSTEE (ALT)
Trustee or director
0.5$0
DOUGLAS OKIEMPLOYER TRUSTEE
Trustee or director
0.5$0
JODY HANAMOTOEMPLOYER TRUSTEE
Trustee or director
0.5$0
DARYL SUEHIROEMPLOYER TRUSTEE
Trustee or director
0.5$0
AL ITAMOTOEMPLOYER TRUSTEE (ALT)
Trustee or director
0.5$0
990 for the year ended September 30, 2024: 8 people
NameTitleHours / weekCompensation
DAMIEN KIMUNION TRUSTEE
Trustee or director
0.5$0
LEYTON TORDAUNION TRUSTEE
Trustee or director
0.5$0
TRACY HAYASHIUNION TRUSTEE
Trustee or director
0.5$0
ROBERT AQUINOUNION TRUSTEE (ALT)
Trustee or director
0.5$0
DOUGLAS OKIEMPLOYER TRUSTEE
Trustee or director
0.5$0
JODY HANAMOTOEMPLOYER TRUSTEE
Trustee or director
0.5$0
DARYL SUEHIROEMPLOYER TRUSTEE
Trustee or director
0.5$0
AL ITAMOTOEMPLOYER TRUSTEE (ALT)
Trustee or director
0.5$0
990 for the year ended September 30, 2023: 8 people
NameTitleHours / weekCompensation
DAMIEN KIMUNION TRUSTEE
Trustee or director
0.5$0
LEYTON TORDAUNION TRUSTEE
Trustee or director
0.5$0
TRACY HAYASHIUNION TRUSTEE
Trustee or director
0.5$0
ROBERT AQUINOUNION TRUSTEE (ALT)
Trustee or director
0.5$0
DOUGLAS OKIEMPLOYER TRUSTEE
Trustee or director
0.5$0
JODY HANAMOTOEMPLOYER TRUSTEE
Trustee or director
0.5$0
DARYL SUEHIROEMPLOYER TRUSTEE
Trustee or director
0.5$0
AL ITAMOTOEMPLOYER TRUSTEE (ALT)
Trustee or director
0.5$0
990 for the year ended September 30, 2022: 8 people
NameTitleHours / weekCompensation
DAMIEN KIMUNION TRUSTEE
Trustee or director
0.5$0
LEYTON TORDAUNION TRUSTEE
Trustee or director
0.5$0
TRACY HAYASHIUNION TRUSTEE
Trustee or director
0.5$0
ROBERT AQUINOUNION TRUSTEE (ALT)
Trustee or director
0.5$0
DOUGLAS OKIEMPLOYER TRUSTEE
Trustee or director
0.5$0
JODY HANAMOTOEMPLOYER TRUSTEE
Trustee or director
0.5$0
DARYL SUEHIROEMPLOYER TRUSTEE
Trustee or director
0.5$0
AL ITAMOTOEMPLOYER TRUSTEE (ALT)
Trustee or director
0.5$0

Address and contacts

Address (IRS master file)
1935 HAU STREET SUITE 450, HONOLULU, HI 96819-5003
Principal officer (990 for 2024)
TRACY HAYASHI AL ITAMOT, 1935 HAU STREET SUITE 450, HONOLULU, HI 96819
Signed the 990
TRACY HAYASHI AL ITAMOTO, UNION TRUSTEE/EMPLOYER TRUSTEE
Phone
(808) 841-6169
Return prepared by
SINGERLEWAK LLP

Mission

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.

990 for the year ended September 30, 2025

Program accomplishments

  • TO PROVIDE SELF INSURED BENEFITS TO ELIGIBLE PARTICIPANTS. MEDICAL $18,217,539; DRUG $4,856,164; DENTAL $2,897,374; VISION $287,327.
    Expenses $26,258,404
  • TO PROVIDE GROUP INSURANCE BENEFITS TO ELIGIBLE PARTICIPANTS BY PAYING MONTHLY INSURANCE PREMIUMS TO INSURANCE CARRIERS. HUMANA $573,295; PACIFIC GUARDIAN LIFE (TDI) $626,708; PACIFIC GUARDIAN LIFE (LIFE) $(36,889); ULLICO (STOP LOSS) $124,745.
    Expenses $1,287,859
  • TO PAY FOR ADMINISTRATIVE FEES ASSOCIATED WITH SELF-INSURED CLAIMS PROCESSING. MEDICAL $620,677; DENTAL $205,529; DRUG $138,713; VISION $41,550.
    Expenses $1,006,469

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 September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990 on file
2023September 30, 2024February 18, 2025990 on file

IRS record

EIN
99-0104618
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1963
Accounting year ends
September
Files
Form 990 or 990-EZ
Assets (IRS master file)
$102,012,087
Income (IRS master file)
$155,125,105

Filing history

FormYear endedRevenueExpensesAssetsReturn
990September 2025$34,115,879$30,245,719$102,012,087XML
990September 2024$29,441,928$30,807,135$100,045,464XML
990September 2023$24,673,374$23,941,205$92,159,114XML
990September 2022$25,134,723$29,559,521$86,546,798XML
990September 2021–––IRS
990September 2020–––IRS
990September 2019–––IRS
990September 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 99-0104618).

Questions about HAWAII ELECTRICIANS HEALTH & WELFARE FUND

What is the EIN of HAWAII ELECTRICIANS HEALTH & WELFARE FUND?
The employer identification number (EIN) of HAWAII ELECTRICIANS HEALTH & WELFARE FUND is 99-0104618.
Is HAWAII ELECTRICIANS HEALTH & WELFARE FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1963.
Are donations to HAWAII ELECTRICIANS HEALTH & WELFARE FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does HAWAII ELECTRICIANS HEALTH & WELFARE FUND 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 ELECTRICIANS HEALTH & WELFARE FUND due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HAWAII ELECTRICIANS HEALTH & WELFARE FUND last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended September 2025.
Who is the principal officer of HAWAII ELECTRICIANS HEALTH & WELFARE FUND?
The 990 for the year ended September 30, 2025 names TRACY HAYASHI AL ITAMOT.
Who are the officers and directors of HAWAII ELECTRICIANS HEALTH & WELFARE FUND?
The 990 for the year ended September 30, 2025 lists 8 people; 0 received compensation from the organization.
How much revenue does HAWAII ELECTRICIANS HEALTH & WELFARE FUND have?
On its 990 for the year ended September 30, 2025 it reported revenue of $34,115,879, expenses of $30,245,719 and total assets of $102,012,087 at year end.

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