Nonprofit · EIN 99-6014752
HAWAII CARPENTERS HEALTH & 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 | $71,747,424 | $59,894,760 | $11,852,664 | $428,808,759 | $62,882,004 | $365,926,755 |
| August 31, 2024 | 990 | $75,836,724 | $48,718,062 | $27,118,662 | $395,372,324 | $1,177,195 | $394,195,129 |
| August 31, 2023 | 990 | $58,274,819 | $49,134,029 | $9,140,790 | $322,353,153 | $1,285,053 | $321,068,100 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $54,033,827
- Investment income
- $17,713,597
- Net gain from sales of assets
- $3,049,249
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $56,293,307
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $69,627
- Accounting fees
- $140,423
Balance sheet and other
- Total assets, start of year
- $395,372,324
- Total assets, end of year
- $428,808,759
- Total liabilities, end of year
- $62,882,004
- Net assets, end of year
- $365,926,755
- Publicly traded securities
- $354,867,866
- Gross receipts
- $395,050,548
- Employees
- 0
- Volunteers
- 0
- 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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Eric Hashizume | Co-Chairman Trustee or director | 1 | $0 |
| Travis Murakami | Co-Chairman Trustee or director | 1 | $0 |
| Dione Kalaola | Secretary Trustee or director | 1 | $0 |
| Juan Padasao Jr | Labor Trustee Trustee or director | 1 | $0 |
| Conrad C Verdugo Jr | Management Trustee Trustee or director | 1 | $0 |
| Blake Inouye | Management Trustee Trustee or director | 1 | $0 |
| Glen Kaneshige | Management Trustee Trustee or director | 1 | $0 |
| Michael Young | Management Trustee Trustee or director | 1 | $0 |
| Ronald Taketa | Labor Trustee Trustee or director | 1 | $0 |
| Hunter Hill | Management Trustee (Alternate) Trustee or director | 1 | $0 |
| Eric Reiny | Labor Trustee Trustee or director | 1 | $0 |
| Erik Nakamura | Management Trustee (Alternate) Trustee or director | 1 | $0 |
| Trisha Taketa | Labor Trustee (Alternate) Trustee or director | 1 | $0 |
990 for the year ended August 31, 2024: 14 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Ronald Taketa | Trustee Trustee or director | 0.1 | $0 | $359,160 | $42,800 |
| Kyle Chock Until 22024 | Trustee Trustee or director | 0.1 | $0 | $272,000 | $42,800 |
| Travis Murakami | Co-Chair Trustee or director, Officer | 1 | $0 | $139,064 | $42,800 |
| Dione Kalaola | Secretary Trustee or director, Officer | 0.1 | $0 | $139,064 | $42,800 |
| Nathaniel Kinney | Trustee Trustee or director | 0.1 | $0 | $139,064 | $42,800 |
| Juan Padasao Jr | Trustee Trustee or director | 0.1 | $0 | $139,064 | $42,800 |
| Eric Reiny As of 22024 | Trustee Alternate Trustee or director | 0.1 | $0 | $120,240 | $42,800 |
| Eric Hashizume | Co-Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Erik Nakamura | Trustee Alternate Trustee or director | 0.1 | $0 | $0 | $0 |
| Conrad C Verdugo Jr | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Blake Inouye | Trustee Trustee or director | 0.1 | $0 | $0 | $0 |
| Glen Kaneshige | Trustee Trustee or director | 0.1 | $0 | $0 | $0 |
| Michael Young | Trustee Trustee or director | 0.1 | $0 | $0 | $0 |
| Hunter Hill As of 82024 | Trustee Alternate Trustee or director | 0.1 | $0 | $0 | $0 |
990 for the year ended August 31, 2023: 12 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| RONALD TAKETA | CO-CHAIR Trustee or director, Officer | 1 | $0 | $354,000 | $47,362 |
| KYLE CHOCK | TRUSTEE Trustee or director | 0.1 | $0 | $272,000 | $47,362 |
| NATHANIEL KINNEY | TRUSTEE Trustee or director | 0.1 | $0 | $139,064 | $47,362 |
| TRAVIS MURAKAMI | TRUSTEE Trustee or director | 0.1 | $0 | $132,808 | $47,362 |
| DIONE KALAOLA | ALTERNATE Trustee or director | 0.1 | $0 | $129,748 | $47,362 |
| JUAN PADASDAO JR | TRUSTEE Trustee or director | 0.1 | $0 | $129,568 | $47,362 |
| ERIK NAKAMURA | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
| CONRAD C VERDUGO JR | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
| ERIC HASHIZUME | CO-CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BLAKE INOUYE | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
| GLEN KANESHIGE | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
| MICHAEL YOUNG | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 200 N VINEYARD BLVD, HONOLULU, HI 96817-3950
- In care of
- % HAWAII BENEFIT ADMINISTRATOR
- Principal officer (990 for 2024)
- TRAVIS MURAKAMI, 200 N VINEYARD BLVD, HONOLULU, HI 96817
- Signed the 990
- RONALD TAKETA, TRUSTEE
- Phone
- (808) 841-7575
- Website
- WWW.HBAI.NET
- Return prepared by
- MILLER KAPLAN ARASE LLP
Mission
To provide health and welfare benefits to active and retiree participants.
Program accomplishments
- To provide health and welfare benefits to active and retiree 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 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
- 99-6014752
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1970
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $428,808,759
- Income (IRS master file)
- $395,050,548
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $71,747,424 | $59,894,760 | $428,808,759 | XML |
| 990 | August 2024 | $75,836,724 | $48,718,062 | $395,372,324 | XML |
| 990 | August 2023 | $58,274,819 | $49,134,029 | $322,353,153 | XML |
| 990 | August 2022 | $58,137,063 | $46,837,334 | $313,210,585 | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
| 990 | August 2019 | – | – | – | 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 99-6014752).
Questions about HAWAII CARPENTERS HEALTH & WELFARE TRUST FUND
- What is the EIN of HAWAII CARPENTERS HEALTH & WELFARE TRUST FUND?
- The employer identification number (EIN) of HAWAII CARPENTERS HEALTH & WELFARE TRUST FUND is 99-6014752.
- Is HAWAII CARPENTERS HEALTH & WELFARE TRUST FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1970.
- Are donations to HAWAII CARPENTERS HEALTH & WELFARE TRUST FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does HAWAII CARPENTERS 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 HAWAII CARPENTERS HEALTH & 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 HAWAII CARPENTERS HEALTH & 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 HAWAII CARPENTERS HEALTH & WELFARE TRUST FUND?
- The 990 for the year ended August 31, 2025 names TRAVIS MURAKAMI.
- Who are the officers and directors of HAWAII CARPENTERS HEALTH & WELFARE TRUST FUND?
- The 990 for the year ended August 31, 2025 lists 13 people; 0 received compensation from the organization.
- How much revenue does HAWAII CARPENTERS HEALTH & WELFARE TRUST FUND have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $71,747,424, expenses of $59,894,760 and total assets of $428,808,759 at year end.
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