2024-01-16T08:19:41-06:00 2023-02-28 990155373 LEMKE CHINEN & TANAKA CPA INC 500 ALA MOANA BLVD BLDG 2 302 HONOLULU HI 96813 990 2022-03-01 996014747 MASONS' HEALTH AND WELFARE TRUST FUND MASO 8088453901 560 NORTH NIMITZ HIGHWAY SUITE 209 HONOLULU HI 96817 PETER IRIARTE MICHAEL MAZZONE UNION TRUSTEE/MANAGEMENT TRUSTEE 8088453901 2024-01-14 PETER IRIARTE MICHAEL MAZZ 999009999 0 PAUL ASANO P00036113 8085336254 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z PETER IRIARTE MICHAEL M 560 NORTH NIMITZ HIGHWAY SUITE 209 HONOLULU HI 96817 20773469 0 X N/A X 1967 HI TO PROVIDE HEALTH AND WELFARE BENEFITS TO INDIVIDUALS SATISFYING ELIGIBILITY REQUIREMENTS. 10 10 0 0 0 0 0 0 15453773 15486199 234626 193233 0 0 15688399 15679432 0 0 15508244 14970317 0 0 0 0 0 965456 942440 16473700 15912757 -785301 -233325 14209235 13206387 0 0 14209235 13206387 TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE INDIVIDUALS AS DETERMINED BY GOVERNING DOCUMENTS. 0 0 13446124 TO PROVIDE MEDICAL AND DRUG BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS:HMAA - $9,781,468KAISER - $2,861,311HMSA - $803,345 1221216 TO PROVIDE DENTAL BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.HDS - $1,221,216 220782 TO PROVIDE LOSS OF INCOME AND LIFE INSURANCE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.PGL - $220,782 14888122 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 3 0 1 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X HAWAII MASONS' & PLASTERERS' ADMIN 8088453901 560 NORTH NIMITZ HIGHWAY SUITE 209 HONOLULU HI 96817 X PETER IRIARTE LABOR TRUSTEE 1.00 X 0 0 0 JEFFREY ORNELLAS LABOR TRUSTEE 1.00 X 0 0 0 MAXCIMO MANIPON LABOR TRUSTEE 1.00 X 0 0 0 ZACH BONILLA LABOR TRUSTEE 1.00 X 0 0 0 MELVIN SILVA JR LABOR TRUSTEE 1.00 X 0 0 0 MICHAEL LOVEDIRO LABOR TRUSTEE (ALTERNATE) 1.00 X 0 0 0 MICHAEL INOUYE MANAGEMENT TRUSTEE 1.00 X 0 0 0 FRANCIS PASCUAL MANAGEMENT TRUSTEE (ALTERN 1.00 X 0 0 0 SCOTT MCFARLANE MANAGMENT TRUSTEE 1.00 X 0 0 0 CLAUDE MATSUMOTO MANAGEMENT TRUSTEE 1.00 X 0 0 0 MICHAEL MAZZONE MANAGEMENT TRUSTEE 1.00 X 0 0 0 FRANK HEDANI MANAGEMENT TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 HAWAII MASONS AND PLASTERERS ADMINISTRAT 2251 NORTH SCHOOL STREET HONOLULU HI 96819 ADMINISTRATIVE SERVICES 379441 NATIONAL BENEFITS ADMINISTRATORS 707 RICHARDS STREET PH6 HONOLULU HI 96813 ACTUARY / CONSULTING 171239 2 EMPLOYER CONTRIBUTIONS 900099 14595084 14595084 EMPLOYEE CONTRIBUTIONS 900099 864444 864444 LIQUIDATED DAMAGES 900099 26671 26671 15486199 344504 344504 4942766 5089061 4976 -146295 -4976 -151271 -151271 15679432 15486199 0 193233 14970317 42048 93272 47549 612615 5407 4982 3405 1632 18284 ADMINISTRATIVE FEES - D 93042 ADMINISTRATIVE FEES - V 20204 15912757 1807404 1476736 1468427 1938555 0 5252 9928187 8725241 999965 1065855 14209235 13206387 0 0 X 14209235 13206387 0 0 0 0 14209235 13206387 14209235 13206387 -233325 -769523 0 X 0 0 0 0 RATE STABILIZATION RESERVE 1065855 1065855 X PART X, LINE 2: THE FINANCIAL STATEMENTS CONTAIN THE FOLLOWING DISCLOSURE PERTAINING TO FIN 48 (ASC 740): "THE TRUST FUNDING CERTAIN BENEFITS OF THE PLAN RECEIVED AN EXEMPTION LETTER FROM THE IRS DATED AUGUST 9, 1970, STATING THAT THE TRUST IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC). HOWEVER, AS A RESULT OF THE PLAN'S FUNDING POLICY, FROM TIME TO TIME THE TRUST MAY BE SUBJECT TO INCOME TAXES. NO FEDERAL OR STATE TAXES HAVE BEEN RECORDED IN 2023 OR 2022 FOR UNRELATED BUSINESS TAXABLE INCOME. IN ADDITION, THE PLAN AND THE TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. HOWEVER, THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS CURRENTLY DESIGNED AND IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THAT THE RELATED TRUST IS TAX-EXEMPT. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF IT HAS TAKEN AN UNCERTAIN POSITION THAT MORE THAN LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIOD IN PROGRESS." X 1 1 0 0 0 PART I, LINE 1A TRUSTEES WHO ATTENDED CONFERENCES LOCATED EAST OF THE ROCKY MOUNTAINS WERE ALLOWED FIRST CLASS AIRFARE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE ADMINISTRATOR. IT IS THEN PROVIDED TO UNION AND MANAGEMENT TRUSTEE REPRESENTATIVES PRIOR TO SIGNING AND FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL WRITTEN CONFLICT OF INTEREST POLICY STATEMENT IS CIRCULATED AND SIGNED BY TRUSTEES. FORM 990, PART VI, SECTION B, LINE 15A ANNUAL REVIEW OF ADMINISTRATIVE FEES INCLUDING SALARY AMOUNTS CONDUCTED BY HAWAII MASONS AND PLASTERERS ADMINISTRATIVE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE MADE AVAILABLE UPON REQUEST FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC PETER IRIARTE - 2251 NORTH SCHOOL STREET, HONOLULU, HI 96819. JEFFREY ORNELLAS - 2251 NORTH SCHOOL STREET, HONOLULU, HI 96819. MAXCIMO MANIPON - 2251 NORTH SCHOOL STREET, HONOLULU, HI 96819. ZACH BONILLA - 2251 NORTH SCHOOL STREET, HONOLULU, HI 96819. MELVIN SILVA JR. - 2251 NORTH SCHOOL STREET, HONOLULU, HI 96819. MICHAEL LOVEDIRO - 2251 NORTH SCHOOL STREET, HONOLULU, HI 96819. MICHAEL INOUYE - 500 ALAKAWA STREET, SUITE 220E, HONOLULU, HI 96817. FRANCIS PASCUAL - 94-099 LEOKANE STREET, SUITE 1, WAIPAHU, HI 96797. SCOTT MCFARLANE - 715 S. KING STREET, SUITE 408, HONOLULU, HI 96813. CLAUDE MATSUMOTO - 1860 ALA MOANA BLVD., SUITE 2100, HONOLULU, HI 96815. MICHAEL MAZZONE - 746 BANNISTER STREET, HONOLULU, HI 96819. FRANK HEDANI - 1602-B AUIKI STREET, HONOLULU, HI 96819. MASONS PENSION PLAN 560 NORTH NIMITZ HIGHWAY SUITE 209 HONOLULU HI 96817 996012128 PROVIDE RETIREMENT BENEFITS TO ELIGIBLE INDIVIDUALS HI 401(A) N/A 0 HAWAII MASONS AND PLASTERERS ANNUITY PLAN 560 NORTH NIMITZ HIGHWAY SUITE 209 HONOLULU HI 96817 996024001 PROVIDE RETIREMENT BENEFITS TO ELIGIBLE INDIVIDUALS HI 401(A) N/A 0 HAWAII MASONS AND PLASTERERS TRAINING TRUST FUND 560 NORTH NIMITZ HIGHWAY SUITE 209 HONOLULU HI 96817 996016431 PROVIDE TRAINING BENEFITS TO ELIGIBLE INDIVIDUALS HI 501(C)(5) N/A 0 HAWAII MASONS VACATION AND HOLIDAY TRUST FUND 560 NORTH NIMITZ HIGHWAY SUITE 209 HONOLULU HI 96817 990174790 PROVIDE VACTION BENEFITS TO ELIGIBLE INDIVIDUALS HI 501(C)(9) N/A 0 HAWAII MASONS AND PLASTERERS UNIONS HAWAII INDUSTRY STABILIZATION COMMITTEE 560 NORTH NIMITZ HIGHWAY SUITE 209 HONOLULU HI 96819 352556224 TO IMPROVE COMMUNICATIONS AND ORGANIZATION BETWEEN CBA ENTITIES HI 501(C)(6) N/A 0 SEE SCHEDULE R SUPPLEMENTAL INFORMATION SEE SCHEDULE R SUPPLEMENTAL INFORMATION HAWAII MASONS AND PLASTERERS' ADMINISTRATIVE OFFICE 560 NORTH NIMITZ HIGHWAY SUITE 209 HONOLULU HI 96817 990224301 TO ALLOCATE COMMON EXPENSES AMONGST THE HAWAII MASONS TRUST FUNDS. N/A C 0 SEE SCHEDULE R SUPPLEMENTAL INFORMATION 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 HAWAII MASONS AND PLASTERERS' ADMINISTRATIVE OFFICE P PERCENTAGE ALLOCATION. PART IV, IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS CORP OR TRUST: NAME OF RELATED ORGANIZATION: HAWAII MASONS AND PLASTERERS' ADMINISTRATIVE OFFICE (TERMINATED 12/31/2022) PRIMARY ACTIVITY: TO ALLOCATE COMMON EXPENSES AMONGST THE HAWAII MASONST TRUST FUNDS. FORM 990, SHCHEDULE R, PART II, III, AND IV THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTIEMPLOYER PLAN THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. THE ADMINISTRATIVE OFFICE MAINTAINS A DATABASE OF THESE CONTRIBUTING EMPLOYERS INCLUDING THE NAMES, ADDRESSES, AND OTHER CONTACT INFORMATION. HOWEVER, THE LEGAL STRUCTURE (CORPORATION, PARTNERSHIP, ETC.) FOR EACH CONTRIBUTING EMPLOYER IS NOT ON FILE WITH THE ADMINISTRATIVE OFFICE AND COULD NOT BE REASONABLY OBTAINED. AS A RESULT, THE CONTRIBUTING EMPLOYERS COULD NOT BE SEPARATED BY TYPE OF ORGANIZATION. HOWEVER, THEY ARE LISTED BELOW: BMK CONSTRUCTION LLC A-AMERICAN CUSTOM FLOORING AFFILIATED CONSTRUCTION, LLC HAWAIIAN DREDGING CONSTR. CO., KOBAYASHI, ALBERT C., INC. GOODFELLOW BROS., INC. SINCLAIR DRYWALL, INC. STG JV FOUNDATIONS HAWAII, INC. NAN, INC. REEF DEVLOPMT OF HAWAII, INC. NAN, INC.-PLASTERING QUALITY GENERAL, INC. SHIOI CONSTRUCTION, INC. GROUP BUILDERS, INC. FINISHING EDGE CURB & HAWAII MASONS & PLASTERERS HAWAIIAN DREDG. CONSTR. MAKA CONSTRUCTION LLC UNRIVALED INC. (DBA) NORDIC PCL CONSTRUCTION B E K INC. QUALITY GENERAL, INC. EDWARDS & SANDS CONSTR CO INC. LOCAL NO. 630, ISEMOTO CONTRACTING CO. AKAMAI BUILDERS, INC. LOCAL NO. 1 OF HAWAII, BOTHMAN, ROBERT A. INC. U.S. PACIFIC, INC. LARGO CONCRETE, INC. BMK CONSTRUCTION LLC KIEWIT INFRASTRUCTURE WEST CO. HAWAII MASONS & PLSTRS TRNG 808 MAINTENANCE & FLOORING INC MASANIAI CONTRACTOR SWINERTON BUILDERS ONO CONSTRUCTION LLC TILE CRAFT, INC. HENSEL PHELPS CONSTRUCTION CO. JACO BUILDERS LLC TECK INCORPORATED REEF DEVELOPMENT OF HI, INC SITE ENGINEERING, INC. (630) ROYAL CONTRACTING CO., LTD. FINISHING EDGE CURB & SIDEWALK HONOLULU TILE & MARBLE, INC. GAUL GRANITE & MARBLE MIRA IMAGE CONSTRUCTION LLC DOWNSTREAM, INC. TRUE LINE CONSTR. SVS. LLC ELECTRICAL CONTRACTORS HI, INC RLP, INC. B F TILE, INC. (DBA) INOUYE, RALPH S. COMPANY, LTD. V & C DRYWALL CONTRACTORS, INC KAIKOR CONSTRUCTION GROUP, INC INTEGRATED CONSTRUCTION INC. DURA CONSTRUCTORS, LLC SWINERTON BUILDERS CAULKING HAWAII INC. NORTH AMERICAN TERRAZZO, INC. PMJ BUILDERS, INC. LUDWIG CONSTRUCTION, INC. SOK SU INC. TOKUNAGA MASONRY, INC. STATEWIDE GENERAL CONTRACTING ZELINSKY COMPANY CEMENT MASONS & PLASTERERS VAN'S FLOORING AND TILE, INC. EAGLE INTERIORS, INC. SAKAMOTO, S & M INC SO CA CEMENT MASONS WATTS CONSTRUCTORS, LLC KAHULUI CARPET & DRAPERY HI MASONRY & DEV. CORP. PACIFIC CONCRETE WORKS, INC. GLACKIN, LLC M E I CORPORATION BMK CONSTRUCTION LLC ISLAND TILE & STONE, LLC HI MASONS STABILIZATION SF MASONRY (LOCAL 1) CENTURY FLOOR COVERINGS, INC. PROMETHEUS CONSTRUCTION ISLAND CREATIONS CONSTR LLC WAIALUA PLUMBING & MECHANICAL BMD FLOORING (DBA) TOKUNAGA MASONRY, INC. BAC 1 WA WISCONSIN HW & PENSION NORDIC PCL CONSTRUCTION OKADA TRUCKING COMPANY, LTD. TROPICAL INDUSTRIES CORP. IIDA, T. CONTRACTING LTD. RONS CONSTRUCTION COMPANY JAYAR CONSTRUCTION, INC. YOSHIMURA, T. CONTRACTING, INC TCS DRYWALL, INC. KAIKOR CONST. CO. INC. MASONRY SYSTEMS HI, INC. ALLIED FLOOR CORPORATION PACIFIC ISLES EQUIPMENT RENTAL PAVIMENTO HAWAII LLC TOP PRIORITY VINYL TECH & MASONRY, INC. SHINTANI, ALAN INC. ISEMOTO CONTRACTING CO., LTD. STATEWIDE GC & CONSTR. MODERN FLOORING LLC PACIFIC RIM TILE & STONE LLC SYNC DRYWALL SYSTEMS (DBA) KP CONSTRUCTION, INC. DAVIDSON'S MASONRY, INC. UNLIMITED CONSTR. SVS., INC. MASONRY WELFARE TRUST PEREZ WALL SOLUTIONS LLC BRIAN'S CONTRACTING, INC. TYSON'S INC. MIKE PAYNE & ASSOCIATES, INC. CONSTRUCTORS HAWAII, INC. AFFILIATED CONSTRUCTION LLC NISHIDA, L.M. WEATHERPROOFING COLUMBIA STONE INC. J & J DRYWALL & PLASTERING SHINTANI, ALAN INC. VIKING ADVANCED FINISHES LLC