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Nonprofit · EIN 99-6014747

MASONS HEALTH AND WELFARE TRUST FUND

Tax-exempt · HONOLULU, HI 96817

Financials

$15.7M$15.9M2022$15.1M$15.3M2023$15.4M$14.4M2024
Revenue Expenses · by fiscal year end
Financials of MASONS HEALTH AND WELFARE TRUST FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
February 28, 2025990$15,438,764$14,444,718$994,046$14,982,323$255,173$14,727,150
February 29, 2024990 (amended)$15,123,111$15,324,627-$201,516$13,589,865$224,231$13,365,634
February 28, 2023990$15,679,432$15,912,757-$233,325$13,206,387$0$13,206,387
Financial details: 990 for the year ended February 28, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$14,998,554
Investment income
$440,210
Net gain from sales of assets
-$19,560
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$13,214,743
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$63,596
Accounting fees
$118,964

Balance sheet and other

Total assets, start of year
$13,589,865
Total assets, end of year
$14,982,323
Total liabilities, end of year
$255,173
Net assets, end of year
$14,727,150
Publicly traded securities
$9,187,442
Gross receipts
$36,845,269
Employees
0
Volunteers
13
Year formed
1967
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 February 28, 2025, highest compensation first.

NameTitleHours / weekCompensation
PETER T IRIARTELABOR TRUSTEE
Trustee or director
1$0
JEFFREY ORNELLASLABOR TRUSTEE
Trustee or director
1$0
MAXCIMO MANIPONLABOR TRUSTEE
Trustee or director
1$0
PETER J IRIARTELABOR TRUSTEE
Trustee or director
1$0
PATRICK CORONASLABOR TRUSTEE
Trustee or director
1$0
CLAUDE MATSUMOTOMANAGEMENT TRUSTEE
Trustee or director
1$0
MICHAEL MAZZONEMANAGEMENT TRUSTEE
Trustee or director
1$0
MICHAEL INOUYEMANAGEMENT TRUSTEE
Trustee or director
1$0
SCOTT MCFARLANEMANAGEMENT TRUSTEE
Trustee or director
1$0
WILLIAM GILESMANAGEMENT TRUSTEE
Trustee or director
1$0
FRANCIS PASCUALMANAGEMENT TRUSTEE (ALT)
Trustee or director
1$0
IKAIKA CASTILLOLABOR TRUSTEE (ALT)
Trustee or director
1$0
OCEAN KIMMANAGEMENT TRUSTEE (ALT)
Trustee or director
1$0
990 for the year ended February 29, 2024: 16 people
NameTitleHours / weekCompensation
PETER T IRIARTELABOR TRUSTEE
Trustee or director
1$0
JEFFREY ORNELLASLABOR TRUSTEE
Trustee or director
1$0
MAXCIMO MANIPONLABOR TRUSTEE
Trustee or director
1$0
ZACH BONILLALABOR TRUSTEE (UNTIL 02/2024)
Trustee or director
1$0
MELVIN SILVA JRLABOR TRUSTEE (UNTIL 10/2023)
Trustee or director
1$0
MICHAEL LOVEDIROLABOR TRUSTEE (UNTIL 02/2024)
Trustee or director
1$0
MICHAEL INOUYEMANAGEMENT TRUSTEE
Trustee or director
1$0
FRANCIS PASCUALMANAGEMENT TRUSTEE (ALT)
Trustee or director
1$0
SCOTT MCFARLANEMANAGEMENT TRUSTEE
Trustee or director
1$0
CLAUDE MATSUMOTOMANAGEMENT TRUSTEE
Trustee or director
1$0
MICHAEL MAZZONEMANAGEMENT TRUSTEE
Trustee or director
1$0
FRANK HEDANIMANAGEMENT TRUSTEE (UNTIL 05/2023)
Trustee or director
1$0
WILLIAM GILESMANAGEMENT TRUSTEE
Trustee or director
1$0
PETER J IRIARTELABOR TRUSTEE
Trustee or director
1$0
PATRICK CORONASLABOR TRUSTEE
Trustee or director
1$0
GLENN FEJARANGLABOR TRUSTEE (ALT)
Trustee or director
1$0
990 for the year ended February 28, 2023: 12 people
NameTitleHours / weekCompensation
PETER IRIARTELABOR TRUSTEE
Trustee or director
1$0
JEFFREY ORNELLASLABOR TRUSTEE
Trustee or director
1$0
MAXCIMO MANIPONLABOR TRUSTEE
Trustee or director
1$0
ZACH BONILLALABOR TRUSTEE
Trustee or director
1$0
MELVIN SILVA JRLABOR TRUSTEE
Trustee or director
1$0
MICHAEL LOVEDIROLABOR TRUSTEE (ALTERNATE)
Trustee or director
1$0
MICHAEL INOUYEMANAGEMENT TRUSTEE
Trustee or director
1$0
FRANCIS PASCUALMANAGEMENT TRUSTEE (ALTERN
Trustee or director
1$0
SCOTT MCFARLANEMANAGMENT TRUSTEE
Trustee or director
1$0
CLAUDE MATSUMOTOMANAGEMENT TRUSTEE
Trustee or director
1$0
MICHAEL MAZZONEMANAGEMENT TRUSTEE
Trustee or director
1$0
FRANK HEDANIMANAGEMENT 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)
PETER IRIARTE MICHAEL M, 560 NORTH NIMITZ HIGHWAY 209, HONOLULU, HI 96817
Signed the 990
PETER IRIARTE MICHAEL MAZZONE, UNION TRUSTEE/MANAGEMENT TRUSTEE
Phone
(808) 523-0199
Return prepared by
SINGERLEWAK LLP

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE INDIVIDUALS AS DETERMINED BY GOVERNING DOCUMENTS.

990 for the year ended February 28, 2025

Program accomplishments

  • TO PROVIDE MEDICAL AND DRUG BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
  • TO PROVIDE DENTAL AND VISION BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
  • TO PROVIDE LOSS OF INCOME AND LIFE INSURANCE 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 February, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025February 28, 2026July 15, 2026Not on file
2024February 28, 2025July 15, 2025990 on file
2023February 29, 2024July 15, 2024990 on file

IRS record

EIN
99-6014747
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1970
Accounting year ends
February
Files
Form 990 or 990-EZ
Assets (IRS master file)
$14,982,323
Income (IRS master file)
$36,845,269

Filing history

FormYear endedRevenueExpensesAssetsReturn
990February 2025$15,438,764$14,444,718$14,982,323XML
990February 2024$15,123,111$15,324,627$13,589,865XML
990February 2023$15,679,432$15,912,757$13,206,387XML
990February 2022–––IRS
990February 2021–––IRS
990February 2020–––IRS
990February 2019–––IRS
990February 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 99-6014747).

Questions about MASONS HEALTH AND WELFARE TRUST FUND

What is the EIN of MASONS HEALTH AND WELFARE TRUST FUND?
The employer identification number (EIN) of MASONS HEALTH AND WELFARE TRUST FUND is 99-6014747.
Is MASONS HEALTH AND WELFARE TRUST FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1970.
Are donations to MASONS HEALTH AND WELFARE TRUST FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does MASONS 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 MASONS HEALTH AND WELFARE TRUST FUND due?
The return for tax year 2025 (the year ending February 28, 2026) is due July 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MASONS 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 February 2025.
Who is the principal officer of MASONS HEALTH AND WELFARE TRUST FUND?
The 990 for the year ended February 28, 2025 names PETER IRIARTE MICHAEL M.
Who are the officers and directors of MASONS HEALTH AND WELFARE TRUST FUND?
The 990 for the year ended February 28, 2025 lists 13 people; 0 received compensation from the organization.
How much revenue does MASONS HEALTH AND WELFARE TRUST FUND have?
On its 990 for the year ended February 28, 2025 it reported revenue of $15,438,764, expenses of $14,444,718 and total assets of $14,982,323 at year end.

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