Nonprofit · EIN 99-6006418
HAWAII SHEETMETAL WORKERS HEALTH AN D WELFARE TRUST FUND
Tax-exempt · HONOLULU, HI 96817
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| January 31, 2025 | 990 | $15,911,277 | $9,545,826 | $6,365,451 | $102,612,305 | $3,402,948 | $99,209,357 |
| January 31, 2024 | 990 | $26,078,038 | $8,782,343 | $17,295,695 | $88,925,146 | $255,385 | $88,669,761 |
Financial details: 990 for the year ended January 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $9,357,102
- Investment income
- $6,544,733
- Net gain from sales of assets
- $3,273,608
- Other revenue
- $9,442
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $8,587,011
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $48,242
- Accounting fees
- $54,574
Balance sheet and other
- Total assets, start of year
- $88,925,146
- Total assets, end of year
- $102,612,305
- Total liabilities, end of year
- $3,402,948
- Net assets, end of year
- $99,209,357
- Publicly traded securities
- $100,728,800
- Gross receipts
- $79,325,727
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1964
- 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 January 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| RYAN LOEFFERS | ADMINISTRATOR Key employee | 7.5 | $0 | $176,305 | $49,768 |
| SKYE MATSUMOTO | ALTERNATE Trustee or director | 1 | $0 | $0 | $0 |
| SAM FUJIKAWA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ARTHUR TOLENTINO | CO-CHAIR Trustee or director | 1 | $0 | $0 | $0 |
| RICK PAULINO | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JEANINE LUM | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ALDON KAOPUIKI | ALTERNATE Trustee or director | 1 | $0 | $0 | $0 |
| PAUL SAITO | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MARK RIFKIND | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| KEVIN HIRAYAMA | CO-CHAIR Trustee or director | 1 | $0 | $0 | $0 |
| GLENN SAITO | TRUSTEE - TERM. Trustee or director | 1 | $0 | $0 | $0 |
| SEE SCHED O FOR COMPENSATION PAID | BY RELATED ORGANIZATIONS Trustee or director | 0 | $0 | $0 | $0 |
990 for the year ended January 31, 2024: 11 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| RYAN LOEFFERS | ADMINISTRATOR Officer | 7.5 | $0 | $170,000 | $28,371 |
| GLENN SAITO 20123- 92323 | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SKYE MATSUMOTO | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SAM FUJIKAWA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ARTHUR TOLENTINO | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| RICK PAULINO | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JEANINE LUM | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ALDON KAOPUIKI | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| PAUL SAITO | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MARK RIFKIND | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| KEVIN HIRAYAMA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1405 N KING ST STE 403, HONOLULU, HI 96817-4227
- In care of
- % ARTHUR TOLENTINO
- Principal officer (990 for 2024)
- RYAN LOEFFERS, 1405 NORTH KING ST 403, HONOLULU, HI 96817
- Signed the 990
- KEVIN HIRAYAMA, CO CHAIR
- Phone
- (808) 841-6106
- Return prepared by
- WITHUMSMITHBROWNPC
Mission
TO PROVIDE HEALTH CARE BENEFITS TO ELIGIBLE PARTICIPANTS COVERED BY THE COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE SHEET METAL CONTRACTORS ASSOCIATION AND THE LOCAL 293 OF THE SHEET METAL WORKERS'INTERNATIONAL ASSOCIATION AND INDIVIDUAL EMPLOYERS SIGNATORY TO THE AGREEMENTS.
Program accomplishments
- PAYMENT OF MEDICAL, VISION AND DRUG INSURANCE PREMIUMS FOR ELIGIBLE PARTICIPANTS.
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 January, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | January 31, 2026 | June 15, 2026 | Not on file |
| 2024 | January 31, 2025 | June 16, 2025 | 990 on file |
| 2023 | January 31, 2024 | June 17, 2024 | 990 on file |
IRS record
- EIN
- 99-6006418
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1965
- Accounting year ends
- January
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $102,612,305
- Income (IRS master file)
- $79,325,727
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | January 2025 | $15,911,277 | $9,545,826 | $102,612,305 | XML |
| 990 | January 2024 | $26,078,038 | $8,782,343 | $88,925,146 | XML |
| 990 | January 2023 | $12,070,848 | $9,124,941 | $82,230,052 | IRS |
| 990 | January 2022 | $16,009,820 | $11,042,284 | $65,063,138 | IRS |
| 990 | January 2021 | – | – | – | 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 99-6006418).
Questions about HAWAII SHEETMETAL WORKERS HEALTH AN D WELFARE TRUST FUND
- What is the EIN of HAWAII SHEETMETAL WORKERS HEALTH AN D WELFARE TRUST FUND?
- The employer identification number (EIN) of HAWAII SHEETMETAL WORKERS HEALTH AN D WELFARE TRUST FUND is 99-6006418.
- Is HAWAII SHEETMETAL WORKERS HEALTH AN D WELFARE TRUST FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1965.
- Are donations to HAWAII SHEETMETAL WORKERS HEALTH AN D WELFARE TRUST FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does HAWAII SHEETMETAL WORKERS HEALTH AN D 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 SHEETMETAL WORKERS HEALTH AN D WELFARE TRUST FUND due?
- The return for tax year 2025 (the year ending January 31, 2026) is due June 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HAWAII SHEETMETAL WORKERS HEALTH AN D WELFARE TRUST FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended January 2025.
- Who is the principal officer of HAWAII SHEETMETAL WORKERS HEALTH AN D WELFARE TRUST FUND?
- The 990 for the year ended January 31, 2025 names RYAN LOEFFERS.
- Who are the officers and directors of HAWAII SHEETMETAL WORKERS HEALTH AN D WELFARE TRUST FUND?
- The 990 for the year ended January 31, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does HAWAII SHEETMETAL WORKERS HEALTH AN D WELFARE TRUST FUND have?
- On its 990 for the year ended January 31, 2025 it reported revenue of $15,911,277, expenses of $9,545,826 and total assets of $102,612,305 at year end.
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