Nonprofit · EIN 99-0166475
HAWAII IRON WORKERS HEALTH AND WELFARE TRUST FUND
Tax-exempt · WAIPAHU, HI 96797
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990 | $15,649,614 | $10,083,913 | $5,565,701 | $31,842,337 | $0 | $31,842,337 |
| July 31, 2024 | 990 | $13,203,748 | $8,751,149 | $4,452,599 | $25,977,564 | $0 | $25,977,564 |
| July 31, 2023 | 990 | $11,291,080 | $9,032,597 | $2,258,483 | $20,772,894 | $0 | $20,772,894 |
Financial details: 990 for the year ended July 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $14,578,506
- Investment income
- $1,070,748
- Net gain from sales of assets
- $150,209
- Other revenue
- $360
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $9,705,550
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $8,372
- Accounting fees
- $57,068
- Depreciation
- $3,312
Balance sheet and other
- Total assets, start of year
- $25,977,564
- Total assets, end of year
- $31,842,337
- Total liabilities, end of year
- $0
- Net assets, end of year
- $31,842,337
- Land, buildings and equipment
- $1,383
- Publicly traded securities
- $19,316,309
- Gross receipts
- $47,355,580
- Employees
- 0
- Volunteers
- 12
- Year formed
- 1975
- 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 July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSEPH O'DONNELL | LABOR TRUSTEE Trustee or director | 0.5 | $0 |
| BRONSON PARIS | LABOR TRUSTEE Trustee or director | 0.5 | $0 |
| SHON MOEA'I | LABOR TRUSTEE Trustee or director | 0.5 | $0 |
| MELVIN KAHELE | LABOR TRUSTEE Trustee or director | 0.5 | $0 |
| T KAWIKA CHUN | MANAGEMENT TRUSTEE Trustee or director | 0.5 | $0 |
| DAVID A MILLER JR | MANAGEMENT TRUSTEE Trustee or director | 0.5 | $0 |
| HENRY TAKAHASHI | MANAGEMENT TRUSTEE Trustee or director | 0.5 | $0 |
| GAYLORD LOVELL | MANAGEMENT TRUSTEE Trustee or director | 0.5 | $0 |
| LINCOLN NAIWI SR | LABOR TRUSTEE Trustee or director | 0.5 | $0 |
| BRENT HOLCOMB | MANAGEMENT TRUSTEE Trustee or director | 0.5 | $0 |
| KIM RENSO | MANAGEMENT TRUSTEE Trustee or director | 0.5 | $0 |
| MICAH PARIS | LABOR TRUSTEE Trustee or director | 0.5 | $0 |
990 for the year ended July 31, 2024: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSEPH O'DONNELL | LABOR TRUSTEE Trustee or director | 0.5 | $0 |
| BRONSON PARIS | LABOR TRUSTEE Trustee or director | 0.5 | $0 |
| SHON TGP MOEA'I | LABOR TRUSTEE Trustee or director | 0.5 | $0 |
| MELVIN KAHELE | LABOR TRUSTEE Trustee or director | 0.5 | $0 |
| LINCOLN NAIWI JR | LABOR TRUSTEE (UNTIL 3/24) Trustee or director | 0.5 | $0 |
| EDSON HOO | MANAGEMENT TRUSTEE (UNTIL 6/24) Trustee or director | 0.5 | $0 |
| DOUGLAS EWART | MANAGEMENT TRUSTEE (UNTIL 3/24) Trustee or director | 0.5 | $0 |
| T KAWIKA CHUN | MANAGEMENT TRUSTEE Trustee or director | 0.5 | $0 |
| DAVID A MILLER JR | MANAGEMENT TRUSTEE Trustee or director | 0.5 | $0 |
| HENRY TAKAHASHI | MANAGEMENT TRUSTEE Trustee or director | 0.5 | $0 |
| GAYLORD LOVELL | MANAGEMENT TRUSTEE Trustee or director | 0.5 | $0 |
| LINCOLN NAIWI SR | LABOR TRUSTEE Trustee or director | 0.5 | $0 |
| TIMOTHY HAN | LABOR TRUSTEE (UNTIL 3/24) Trustee or director | 0.5 | $0 |
| BRENT HOLCOMB | MANAGEMENT TRUSTEE Trustee or director | 0.5 | $0 |
| KIM RENSO | MANAGEMENT TRUSTEE (FROM 3/24) Trustee or director | 0.5 | $0 |
990 for the year ended July 31, 2023: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSEPH O'DONNELL | LABOR TRUSTEE Trustee or director | 0.5 | $0 |
| CLYDE EUGENIO | LABOR TRUSTEE (FORMER) Trustee or director | 0.5 | $0 |
| BRONSON PARIS | LABOR TRUSTEE Trustee or director | 0.5 | $0 |
| SHON TGP MOEA'I | LABOR TRUSTEE Trustee or director | 0.5 | $0 |
| MELVIN KAHELE | LABOR TRUSTEE Trustee or director | 0.5 | $0 |
| LINCOLN NAIWI JR | LABOR TRUSTEE Trustee or director | 0.5 | $0 |
| EDSON HOO | MANAGEMENT TRUSTEE Trustee or director | 0.5 | $0 |
| DOUGLAS EWART | MANAGEMENT TRUSTEE Trustee or director | 0.5 | $0 |
| T KAWIKA CHUN | MANAGEMENT TRUSTEE Trustee or director | 0.5 | $0 |
| CHRIS STOWERS | MANAGEMENT TRUSTEE (FORMER) Trustee or director | 0.5 | $0 |
| DAVID A MILLER JR | MANAGEMENT TRUSTEE Trustee or director | 0.5 | $0 |
| HENRY TAKAHASHI | MANAGEMENT TRUSTEE Trustee or director | 0.5 | $0 |
| GAYLORD LOVELL | MANAGEMENT TRUSTEE (ALTERN Trustee or director | 0.5 | $0 |
| LINCOLN NAIWI SR | LABOR TRUSTEE (ALT) Trustee or director | 0.5 | $0 |
| TIMOTHY HAN | LABOR TRUSTEE Trustee or director | 0.5 | $0 |
| BRENT HOLCOMB | MANAGEMENT TRUSTEE Trustee or director | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 94-497 UKEE ST, WAIPAHU, HI 96797-4243
- Principal officer (990 for 2024)
- JOSEPH O'DONNELL GAYLORD, 94-497 UKEE ST, WAIPAHU, HI 96797
- Signed the 990
- JOSEPH O'DONNELL GAYLORD LOVELL, LABOR TRUSTEE/MGMT TRUSTEE
- Phone
- (808) 671-8225
- Return prepared by
- SINGERLEWAK LLP
Mission
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.
Program accomplishments
- TO PROVIDE MEDICAL, DENTAL, VISION, LIFE INSURANCE, AND TEMPORARY DISABILITY BENEFITS FOR ELIGIBLE EMPLOYEES, THEIR FAMILIES, OR DEPENDENTS.Expenses $8,999,537
- TO PROVIDE SUPPLEMENTARY ASSISTANCE TO RETIREES FOR PREMIUMS DUE.Expenses $653,474
- TO PROVIDE SUPPLEMENTARY ASSISTANCE TO TERMINATED EMPLOYEES FOR PREMIUMS DUE.Expenses $52,539
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 July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990 on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990 on file |
IRS record
- EIN
- 99-0166475
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1977
- Accounting year ends
- July
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $31,842,337
- Income (IRS master file)
- $47,355,580
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | July 2025 | $15,649,614 | $10,083,913 | $31,842,337 | XML |
| 990 | July 2024 | $13,203,748 | $8,751,149 | $25,977,564 | XML |
| 990 | July 2023 | $11,291,080 | $9,032,597 | $20,772,894 | XML |
| 990 | July 2022 | $11,329,723 | $10,343,066 | $18,534,715 | IRS |
| 990 | July 2021 | – | – | – | IRS |
| 990 | July 2020 | – | – | – | IRS |
| 990 | July 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 99-0166475).
Questions about HAWAII IRON WORKERS HEALTH AND WELFARE TRUST FUND
- What is the EIN of HAWAII IRON WORKERS HEALTH AND WELFARE TRUST FUND?
- The employer identification number (EIN) of HAWAII IRON WORKERS HEALTH AND WELFARE TRUST FUND is 99-0166475.
- Is HAWAII IRON WORKERS HEALTH AND WELFARE TRUST FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1977.
- Are donations to HAWAII IRON WORKERS HEALTH AND WELFARE TRUST FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does HAWAII IRON WORKERS HEALTH AND WELFARE TRUST 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 IRON WORKERS HEALTH AND WELFARE TRUST FUND due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HAWAII IRON WORKERS HEALTH AND WELFARE TRUST FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended July 2025.
- Who is the principal officer of HAWAII IRON WORKERS HEALTH AND WELFARE TRUST FUND?
- The 990 for the year ended July 31, 2025 names JOSEPH O'DONNELL GAYLORD.
- Who are the officers and directors of HAWAII IRON WORKERS HEALTH AND WELFARE TRUST FUND?
- The 990 for the year ended July 31, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does HAWAII IRON WORKERS HEALTH AND WELFARE TRUST FUND have?
- On its 990 for the year ended July 31, 2025 it reported revenue of $15,649,614, expenses of $10,083,913 and total assets of $31,842,337 at year end.
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