Nonprofit · EIN 99-6009135
TEAMSTERS HEALTH AND WELFARE TRUST FUND
Tax-exempt · HONOLULU, HI 96817
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $52,342,345 | $48,987,477 | $3,354,868 | $48,316,622 | $14,901 | $48,301,721 |
| August 31, 2024 | 990 | $53,424,928 | $46,846,785 | $6,578,143 | $44,747,086 | $169,033 | $44,578,053 |
| August 31, 2023 | 990 | $51,283,049 | $47,607,298 | $3,675,751 | $35,794,377 | $0 | $35,794,377 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $48,515,912
- Investment income
- $1,300,361
- Net gain from sales of assets
- $27,919
- Other revenue
- $2,526,072
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $48,094,199
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $21,261
- Accounting fees
- $51,304
Balance sheet and other
- Total assets, start of year
- $44,747,086
- Total assets, end of year
- $48,316,622
- Total liabilities, end of year
- $14,901
- Net assets, end of year
- $48,301,721
- Publicly traded securities
- $20,907,079
- Gross receipts
- $65,181,509
- Employees
- 0
- Volunteers
- 8
- Year formed
- 1957
- 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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEVIN HOLU | UNION TRUSTEE Trustee or director | 1 | $0 |
| JOELLE HUSSEY | UNION TRUSTEE Trustee or director | 1 | $0 |
| JONATHAN REED | UNION TRUSTEE (ALT) Trustee or director | 1 | $0 |
| CHRIS UEOKA | UNION TRUSTEE (ALT) Trustee or director | 1 | $0 |
| ROBERT YU | EMPLOYER TRUSTEE Trustee or director | 1 | $0 |
| JENNY LEMAOTA | EMPLOYER TRUSTEE Trustee or director | 1 | $0 |
| EILEEN MORI-MISHINA | EMPLOYER TRUSTEE (ALT) Trustee or director | 1 | $0 |
| TAMARA ADDISON | EMPLOYER TRUSTEE (ALT) Trustee or director | 1 | $0 |
990 for the year ended August 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEVIN HOLU | UNION TRUSTEE Trustee or director | 1 | $0 |
| JOELLE HUSSEY | UNION TRUSTEE Trustee or director | 1 | $0 |
| JONATHAN REED | UNION TRUSTEE (ALT) Trustee or director | 1 | $0 |
| CHRIS UEOKA | UNION TRUSTEE (ALT) Trustee or director | 1 | $0 |
| ROBERT YU | EMPLOYER TRUSTEE Trustee or director | 1 | $0 |
| JENNY LEMAOTA | EMPLOYER TRUSTEE Trustee or director | 1 | $0 |
| EILEEN MORI-MISHINA | EMPLOYER TRUSTEE (ALT) Trustee or director | 1 | $0 |
| TAMARA ADDISON | EMPLOYER TRUSTEE (ALT) Trustee or director | 1 | $0 |
990 for the year ended August 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEVIN HOLU | UNION TRUSTEE Trustee or director | 1 | $0 |
| JOELLE HUSSEY | UNION TRUSTEE Trustee or director | 1 | $0 |
| JONATHAN REED | UNION TRUSTEE Trustee or director | 1 | $0 |
| CHRIS UEOKA | UNION TRUSTEE Trustee or director | 1 | $0 |
| ROBERT YU | EMPLOYER TRUSTEE Trustee or director | 1 | $0 |
| JENNY LEMAOTA | EMPLOYER TRUSTEE Trustee or director | 1 | $0 |
| EILEEN MORI-MISHINA | EMPLOYER TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 560 N NIMITZ HWY STE 209, HONOLULU, HI 96817-5328
- Principal officer (990 for 2024)
- KEVIN HOLU JENNY LEMAOT, 560 N NIMITZ HWY SUITE 209, HONOLULU, HI 96817
- Signed the 990
- KEVIN HOLU JENNY LEMAOTA, TRUSTEES
- Phone
- (808) 523-0199
- Return prepared by
- SINGERLEWAK LLP
Mission
TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS, THEIR DEPENDENTS, AND RETIREES.
Program accomplishments
- TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS, THEIR DEPENDENTS, AND RETIREES BY PAYING MONTHLY INSURANCE PREMIUMS TO INSURANCE CARRIERS (MEDICAL/DENTAL $37,982,182, CHIROPRACTIC CARE $47,534, MEDICARE PREMIUM REIMBURSEMENTS $332, LIFE INSURANCE $44,095, AND VISION $207,553).Expenses $38,281,696
- TO PROVIDE SELF-INSURED HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS, THEIR DEPENDENTS, AND RETIREES (DRUG $8,121,818, DRUG REBATES -$2,308,883 AND DENTAL $1,690,685).Expenses $7,503,620
- TO PAY FOR SELF-FUNDED BENEFIT ADMINISTRATIVE FEES.Expenses $220,809
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 August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 99-6009135
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1960
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $48,316,622
- Income (IRS master file)
- $65,181,509
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $52,342,345 | $48,987,477 | $48,316,622 | XML |
| 990 | August 2024 | $53,424,928 | $46,846,785 | $44,747,086 | XML |
| 990 | August 2023 | $51,283,049 | $47,607,298 | $35,794,377 | XML |
| 990 | August 2022 | $49,365,368 | $46,230,552 | $29,614,494 | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
| 990 | August 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 99-6009135).
Questions about TEAMSTERS HEALTH AND WELFARE TRUST FUND
- What is the EIN of TEAMSTERS HEALTH AND WELFARE TRUST FUND?
- The employer identification number (EIN) of TEAMSTERS HEALTH AND WELFARE TRUST FUND is 99-6009135.
- Is TEAMSTERS HEALTH AND WELFARE TRUST FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1960.
- Are donations to TEAMSTERS HEALTH AND WELFARE TRUST FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does TEAMSTERS 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 TEAMSTERS HEALTH AND WELFARE TRUST FUND due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TEAMSTERS 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 August 2025.
- Who is the principal officer of TEAMSTERS HEALTH AND WELFARE TRUST FUND?
- The 990 for the year ended August 31, 2025 names KEVIN HOLU JENNY LEMAOT.
- Who are the officers and directors of TEAMSTERS HEALTH AND WELFARE TRUST FUND?
- The 990 for the year ended August 31, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does TEAMSTERS HEALTH AND WELFARE TRUST FUND have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $52,342,345, expenses of $48,987,477 and total assets of $48,316,622 at year end.
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