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Nonprofit · EIN 99-6008823

AFL HOTEL & RESTAURANT WORKERS HEALTH & WELFARE TRUST FUND

Tax-exempt · HONOLULU, HI 96817

Financials

$149.4M$116.1M2023$159.5M$125.5M2024
Revenue Expenses · by fiscal year end
Financials of AFL HOTEL & RESTAURANT WORKERS HEALTH & WELFARE TRUST FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$159,468,470$125,522,342$33,946,128$197,474,805$2,981,235$194,493,570
December 31, 2023990$149,419,239$116,098,542$33,320,697$160,699,492$2,252,915$158,446,577
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$152,611,867
Investment income
$6,829,144
Net gain from sales of assets
$281,323
Other revenue
$27,459

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$120,433,795
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$104,443
Accounting fees
$53,741

Balance sheet and other

Total assets, start of year
$160,699,492
Total assets, end of year
$197,474,805
Total liabilities, end of year
$2,981,235
Net assets, end of year
$194,493,570
Publicly traded securities
$75,812,314
Gross receipts
$200,314,797
Employees
0
Volunteers
12
Year formed
1955
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.

NameTitleHours / weekCompensation
ERIC GILLLABOR TRUSTEE
Trustee or director
0.5$0
JULIE NAKAYAMAMANAGEMENT TRUSTEE
Trustee or director
0.5$0
DORYNE JARDINELABOR TRUSTEE
Trustee or director
0.5$0
JULIE WALKERMANAGEMENT TRUSTEE
Trustee or director
0.5$0
CADE WATANABELABOR TRUSTEE
Trustee or director
0.5$0
MORGAN EVANSALT LABOR TRUSTEE
Trustee or director
0.5$0
GEMMA WEINSTEINALT LABOR TRUSTEE
Trustee or director
0.5$0
MARSHA BRUHNALT LABOR TRUSTEE
Trustee or director
0.5$0
EILEEN CALDWELLMANAGEMENT TRUSTEE
Trustee or director
0.5$0
GULSHANJIT WALIAALT MANAGEMENT TRUSTEE
Trustee or director
0.5$0
DELAINE BAUERALT MANAGEMENT TRUSTEE
Trustee or director
0.5$0
990 for the year ended December 31, 2023: 11 people
NameTitleHours / weekCompensation
ERIC GILLLABOR TRUSTEE
Trustee or director
0.5$0
JULIE NAKAYAMAMANAGEMENT TRUSTEE
Trustee or director
0.5$0
DORYNE JARDINELABOR TRUSTEE
Trustee or director
0.5$0
JULIE WALKERMANAGEMENT TRUSTEE
Trustee or director
0.5$0
CADE WATANABELABOR TRUSTEE
Trustee or director
0.5$0
MORGAN EVANSALT LABOR TRUSTEE
Trustee or director
0.5$0
GEMMA WEINSTEINALT LABOR TRUSTEE
Trustee or director
0.5$0
MARSHA BRUHNALT LABOR TRUSTEE
Trustee or director
0.5$0
CARLA THOMASALT MANAGEMENT TRUSTEE
Trustee or director
0.5$0
EILEEN CALDWELLMANAGEMENT TRUSTEE
Trustee or director
0.5$0
GULSHANJIT WALIAALT MANAGEMENT TRUSTEE
Trustee or director
0.5$0

Address and contacts

Address (IRS master file)
560 N NIMITZ HWY STE 209, HONOLULU, HI 96817-5328
Principal officer (990 for 2024)
JULIE NAKAYAMAERIC GILL, 560 N NIMITZ HWY STE 209, HONOLULU, HI 96817
Signed the 990
JULIE NAKAYAMA ERIC GILL, TRUSTEES
Phone
(808) 523-0199
Return prepared by
SINGERLEWAK LLP

Mission

TO PROVIDE MEDICAL, DENTAL, PRESCRIPTION DRUG, CHIROPRACTIC CARE, VISION, DEPENDENT CARE AND DEATH BENEFITS TO ELIGIBLE MEMBERS

990 for the year ended December 31, 2024

Program accomplishments

  • TO PROVIDE SELF FUNDED HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS IN ACCORDANCE WITH TERMS SET FORTH IN THE TRUST AGREEMENTS, RULES AND REGULATIONS OF THE PLAN AND CBA
  • PROVIDE INSURED HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
99-6008823
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1956
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$197,474,805
Income (IRS master file)
$200,314,797

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$159,468,470$125,522,342$197,474,805XML
990December 2023$149,419,239$116,098,542$160,699,492XML
990December 2022$130,348,826$104,543,421$124,317,337IRS
990December 2021–––IRS
990December 2020–––IRS
990December 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 99-6008823).

Questions about AFL HOTEL & RESTAURANT WORKERS HEALTH & WELFARE TRUST FUND

What is the EIN of AFL HOTEL & RESTAURANT WORKERS HEALTH & WELFARE TRUST FUND?
The employer identification number (EIN) of AFL HOTEL & RESTAURANT WORKERS HEALTH & WELFARE TRUST FUND is 99-6008823.
Is AFL HOTEL & RESTAURANT WORKERS HEALTH & WELFARE TRUST FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1956.
Are donations to AFL HOTEL & RESTAURANT WORKERS HEALTH & WELFARE TRUST FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does AFL HOTEL & RESTAURANT WORKERS HEALTH & 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 AFL HOTEL & RESTAURANT WORKERS HEALTH & WELFARE TRUST FUND 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 AFL HOTEL & RESTAURANT WORKERS HEALTH & WELFARE TRUST FUND 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 AFL HOTEL & RESTAURANT WORKERS HEALTH & WELFARE TRUST FUND?
The 990 for the year ended December 31, 2024 names JULIE NAKAYAMAERIC GILL.
Who are the officers and directors of AFL HOTEL & RESTAURANT WORKERS HEALTH & WELFARE TRUST FUND?
The 990 for the year ended December 31, 2024 lists 11 people; 0 received compensation from the organization.
How much revenue does AFL HOTEL & RESTAURANT WORKERS HEALTH & WELFARE TRUST FUND have?
On its 990 for the year ended December 31, 2024 it reported revenue of $159,468,470, expenses of $125,522,342 and total assets of $197,474,805 at year end.

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