2024-07-30T15:52:00-05:00 2023-09-30 952302617 SINGERLEWAK LLP 500 ALA MOANA BLVD 2 302 HONOLULU HI 96813 990 2022-10-01 990163846 HAWAII ELECTRICIANS SUPPLEMENTARY UNEMPLOYMENT BENEFITS FUND HAWA 8088416169 1935 HAU STREET 450 HONOLULU HI 96819 TRACY HAYASHI AL ITAMOTO UNION TRUSTEE/EMPLOYER TRUSTEE 8088416169 2024-07-15 0 TERRY TAKAKI P00036112 8085336254 2022 2024-08-08 14:25:15Z TRACY HAYASHI AL ITAMOT 1935 HAU STREET 450 HONOLULU HI 96819 32616307 0 X N/A X 1962 HI PROVIDES SUPPLEMENTAL UNEMPLOYMENT, SEVERANCE AND DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS IN ACCORDANCE WITH PLAN RULES AND REGULATIONS. THE PLAN IS A MULTIEMPLOYER PLAN. 6 0 0 0 0 0 0 0 4616273 4922746 441034 346602 203 82 5057510 5269430 0 0 4459230 3477216 0 0 0 0 0 355502 363163 4814732 3840379 242778 1429051 19015833 21580527 78550 72551 18937283 21507976 PROVIDE SUPPLEMENTAL UNEMPLOYMENT, SEVERANCE AND DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS IN ACCORDANCE WITH PLAN RULES AND REGULATIONS 0 0 3477216 SUPPLEMENTARY BENEFITS TO PARTICIPANTS FOR UNEMPLOYMENT, SERVERANCE, DISABILITY OR DEATH. 3477216 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 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 1 0 0 1 2 0 1 0 1 0 0 0 0 0 0 0 0 X 6 0 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X HAWAII ELECTRICIANS ADMINISTRATIVE OFFICE 8088416169 1935 HAU STREET SUITE 450 HONOLULU HI 96819 X X JODY HANAMOTO EMPLOYER TRUSTEE 0.50 X 0 0 0 ROBERT HANAMOTO EMPLOYER TRUSTEE 0.50 X 0 0 0 DARYL SUEHIRO EMPLOYER TRUSTEE 0.50 X 0 0 0 AL ITAMOTO EMPLOYER TRUSTEE-ALTERNATE 0.50 X 0 0 0 DAMIEN KIM UNION TRUSTEE 0.50 X 0 0 0 DENNIS KALOI UNION TRUSTEE 0.50 X 0 0 0 TRACY HAYASHI UNION TRUSTEE-ALTERNATE 0.50 X 0 0 0 LEYTON TORDA UNION TRUSTEE 0.50 X 0 0 0 0 0 0 0 0 0 0 HAWAII ELECTRICIANS ADMINISTRATIVE OFFIC 1935 HAU STREET SUITE 450 HONOLULU HI 96819 ADMINISTRATIVE SERVICES 233165 1 EMPLOYER CONTRIBUTION 900099 4918284 4918284 LIQUIDATED DAMAGES 900099 4462 4462 4922746 728110 728110 26965369 27346877 -381508 -381508 -381508 OTHER INCOME 900099 82 82 82 5269430 4922746 0 346684 3477216 1416 25131 84061 8939 3172 7253 HAWAII ELECTRICIANS ADM 233165 BANK FEES 26 3840379 16756 4277790 5877072 797017 816771 2505 2199 35801 35801 0 0 10622879 11317836 3200183 3441183 115459 108710 19015833 21580527 30304 33507 48246 39044 78550 72551 X 18937283 21507976 0 0 0 0 18937283 21507976 19015833 21580527 1429051 1141642 0 X X 0 1 X 1 0 35801 35801 0 0 STRUCTURED NOTES 3441183 F 3441183 TAXES WITHHELD 39044 39044 X 6327011 1141642 1141642 5185369 84061 84061 5269430 3756318 0 3756318 84061 84061 3840379 PART X, LINE 2: THE AUDITED 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 INTERNAL REVENUE SERVICE (IRS) DATED APRIL 1, 1980, 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 INCOME TAXES HAVE BEEN RECORDED IN 2023 AND 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 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 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 PERIODS IN PROGRESS. MANAGEMENT HAS CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS AS OF SEPTEMBER 30, 2023 AND 2022. FORM 990, PART VI, SECTION A, LINE 2 TRUSTEE JODY HANAMOTO IS THE NIECE OF TRUSTEE ROBERT HANAMOTO FORM 990, PART VI, SECTION B, LINE 11B ALL DOCUMENTS ARE REVIEWED BY ONE LABOR TRUSTEE AND ONE MANAGEMENT TRUSTEE PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY IS DISCUSSED WITH THE BOARD OF TRUSTEES FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART VII, SECTION A THE ORGANIZATION WAS UNABLE TO OBTAIN OR ESTIMATE AND REPORT THE COMPENSATION FROM INDIVIDUALS OF RELATED ORGANIZATION(S) AFTER MAKING REASONABLE EFFORT TO SECURE SUCH INFORMATION. FORM 990, PART XII, LINE 2C: NO CHANGE IN THE REVIEW PROCESS FROM PRIOR YEAR. BOARD OF TRUSTEES SELECTS AN INDEPENDENT AUDITOR. ADMINISTRATOR AND BOARD OF TRUSTEES FORMALLY REVIEW AND APPROVE THE FINANCIAL STATEMENTS. HAWAII ELECTRICIANS VACATION AND HOLIDAY PLAN 1935 HAU STREET SUITE 450 HONOLULU HI 96819 996015951 PROVIDING VACATION AND HOLIDAY BENEFITS TO ELIGIBLE PARTICIPANTS HI 501(C)(9) N/A 0 HAWAII ELECTRICIANS MARKET ENHANCEMENT PROGRAM FUND 1935 HAU STREET SUITE 450 HONOLULU HI 96819 990283330 PROMOTE ELECTRICAL INDUSTRY HI 501(C)(5) N/A 0 HAWAII ELECTRICIANS ANNUITY PLAN 1935 HAU STREET SUITE 450 HONOLULU HI 96819 996020486 PROVIDING RETIREMENT BENEFITS HI 401(A) N/A 0 HAWAII ELECTRICIANS PENSION PLAN 1935 HAU STREET SUITE 450 HONOLULU HI 96819 996005391 PROVIDING RETIREMENT BENEFITS HI 401(A) N/A 0 HAWAII ELECTRICIANS HEALTH AND WELFARE PLAN 1935 HAU STREET SUITE 450 HONOLULU HI 96819 990104618 PROVIDING HEALTH & WELFARE BENEFITS HI 501(C)(9) N/A 0 HAWAII ELECTRICIANS PREPAID LEGAL PLAN 1935 HAU STREET SUITE 450 HONOLULU HI 96819 990163849 PROVIDING LEGAL BENEFITS HI 501(C)(9) N/A 0 SEE SCHEDULE R SUPPLEMENTAL INFORMATION SEE SCHEDULE R SUPPLEMENTAL INFORMATION HAWAII ELECTRICIANS ADMINISTRATIVE OFFICE 1935 HAU STREET STE 450 HONOLULU HI 96819 990109237 TRUST FUND ADMINISTRATION HI N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 HAWAII ELECTRICIANS ADMINISTRATIVE OFFICE P 233165 PERCENTAGE ALLOCATION FORM 990, SCHEDULE R, PARTS II, III, IV THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTIEMPLOYER PLAN THAT PROVIDES SUPPLEMENTARY BENEFITS FOR STATUTORY UNEMPLOYMENT OR WORKER'S COMPENSATION BENEFITS, DEATH, DISABILITY AND SEVERANCE BENEFITS TO ELIGIBLE PARTICIPANTS IN ACCORDANCE WITH THE TERMS SET FORTH IN THE TRUST AGREEMENT, RULES AND REGULATIONS OF THE PLAN AND COLLECTIVE BARGAINING AGREEMENTS. THE ADMINISTRATIVE OFFICE MAINTAINS A DATABASE OF 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: A-1 A-LECTRICIAN, INC A3 ELECTRIC, LLC A A ELECTRIC, LTD AMERICAN ELECTRIC CO, LLC AMERICAN PIPING & BOILER CO VERIZON FEDERAL, INC. BOWMAN ELECTRIC SHOP, LTD. C & N ELECTRIC, LLC C & C ELECTRICAL CONTRACTOR, CSI ELECTRIC, INC. CACHE VALLEY ELECTRIC CO. COMMERCIAL ELECTRIC INC CRITCHFIELD PACIFIC, INC. DAHL ELECTRIC, INC. ELECTRICAL CONTR. HAWAII, INC ENDO JACK ELECTRIC INC. ELECTR CONTROL INNOVATIONS, I FAIRWAY ELECTRIC CO., LLC DM ELECTRIC, INC. ELITE ELECTRICAL SERVICES, LL GRANTCO PACIFIC, INC. HH ELECTRIC, INC. HMS CONSTRUCTION, INC. HOWARD T HAKIKAWA ELECTRICAL HAWAIYA TECHNOLOGIES INC HENKELS & MCCOY, INC. ISLAND INDUSTRIAL ELECTRIC, L KAWAKAMI ELECTRIC, INC KAILUA ELECTRIC SERVICES KOKAMI ELECTRICAL SERVICE, IN KONA ELECTRIC KONTEC, LLC ROSENDIN ELECTRIC, INC. MK ELECTRIC, LLC MVC ELECTRICAL, LLC MASS ELECTRIC CONSTRUCITON CO NAKATA ELECTRICAL INC. OSMOSE UTIL SVCS INC, DBA IKA PLS POWER LLC PACIFIC POWER ELECT. CONTR., PAC ELECTRIC CO., INC R DACUYCUY LLC PROGRESSIVE ELECTRIC CO., INC RMH ELECTRIC CO., INC RAMBAUD ELECTRIC, LLC M. SAKUMA ELECTRIC, INC SCOPE ELECTRIC, INC. SANSEI ELECTRIC, LLC SHIMMICK/TRAYLOR/GRANITE JV RON D ELECTRICAL LLC S & S TAYLAN ELECTRIC, INC. D. SUEHIRO ELECTRIC, INC. SUPERIOR ELEC, MECH & PLUMBIN TED'S WIRING SERVICE, LTD TRI-POLY ELECTRIC, LLC WASA ELECTRICAL SERVICES, INC M WATANABE ELECTR. CONTRACTOR WILSON CONSTRUCTION COMPANY ELECTRICIANS, INC. PAUL'S ELECTRICAL CONTRG., LL DU-WATTS ELECTRIC, INC. DORVIN D LEIS CO., INC. LITE ELECTRIC, INC. HAWAII ELECTRICAL SOLUTIONS L TYPHOON ELECTRIC & TELECOM LL LOCAL UNION 1186 IBEW LOCAL UNION 1186 IBEW FCU HAWAII ELECTRICIANS AD OFFICE HAWAII ELECTRICIANS TRNG FUND HI ELEC MKT ENHANCEMENT PROGR 808 ELECTRIC & TELECOM, LLC ABLE ELECTRIC, INC. B BAUTISTA ELEC CONTRACTOR, L DWE, INC. LELEIWI ELECTRIC,INC. RON'S ELECTRIC, INC. HOT WIRE HAWAII, LLC PAGODA ELECTRIC & CONSTRUCTIO JE RICHARDS, INC. CHET'S ELECTRIC T-SQUARE INFINITY ELECTRIC