Nonprofit · EIN 99-6046220
LOCAL 665 I A T S E HEALTH AND WELFARE FUND
Also known as 665 LOCAL HEALTH AND WELFARE PLAN
Tax-exempt · HONOLULU, HI 96817
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $3,353,983 | $4,828,379 | -$1,474,396 | $19,460,764 | $0 | $19,460,764 |
| May 31, 2024 | 990 (amended) | $5,172,248 | $5,100,021 | $72,227 | $20,483,552 | $0 | $20,483,552 |
| May 31, 2023 | 990 | $9,762,901 | $5,517,660 | $4,245,241 | $19,697,472 | $1,324 | $19,696,148 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $2,511,734
- Investment income
- $842,249
- Net gain from sales of assets
- -$109,219
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $4,639,647
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $15,010
- Accounting fees
- $26,178
- Program services (functional)
- $4,639,647
- Management and general (functional)
- $188,732
Balance sheet and other
- Total assets, start of year
- $20,483,552
- Total assets, end of year
- $19,460,764
- Total liabilities, end of year
- $0
- Net assets, end of year
- $19,460,764
- Publicly traded securities
- $18,695,643
- Gross receipts
- $18,142,861
- Employees
- 0
- Volunteers
- 6
- Year formed
- 1983
- 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 May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JACK SCHNEIDER | EMPLOYER TRUSTEE Trustee or director | 0.25 | $0 |
| GORDON SVEC | EMPLOYER TRUSTEE Trustee or director | 0.25 | $0 |
| ALLAN OMO | UNION TRUSTEE Trustee or director | 0.25 | $0 |
| HENRY FORDHAM | UNION TRUSTEE Trustee or director | 0.25 | $0 |
| IRISH BARBER | UNION TRUSTEE Trustee or director | 0.25 | $0 |
| RICHARD VIDA | EMPLOYER TRUSTEE Trustee or director | 0.25 | $0 |
| JEFFERY NIHIPALI DAY | UNION TRUSTEE (ALT) Trustee or director | 0.25 | $0 |
990 for the year ended May 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVE MOSS | EMPLOYER TRUSTEE (UNTIL 12/2023) Trustee or director | 0.5 | $0 |
| JACK SCHNEIDER | EMPLOYER TRUSTEE Trustee or director | 0.5 | $0 |
| GORDON SVEC | EMPLOYER TRUSTEE Trustee or director | 0.5 | $0 |
| ALLAN OMO | UNION TRUSTEE Trustee or director | 0.5 | $0 |
| HENRY FORDHAM | UNION TRUSTEE Trustee or director | 0.5 | $0 |
| IRISH BARBER | UNION TRUSTEE Trustee or director | 0.5 | $0 |
| RICHARD VIDA | EMPLOYER TRUSTEE (FROM 06/2024) Trustee or director | 0.5 | $0 |
| JEFFERY NIHIPALI DAY | UNION TRUSTEE (ALT) Trustee or director | 0.5 | $0 |
990 for the year ended May 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVE MOSS | EMPLOYER TRUSTEE Trustee or director | 0.5 | $0 |
| JACK SCHNEIDER | EMPLOYER TRUSTEE Trustee or director | 0.5 | $0 |
| GORDON SVEC | EMPLOYER TRUSTEE Trustee or director | 0.5 | $0 |
| ALLAN OMO | UNION TRUSTEE CHAIRMAN Trustee or director | 0.5 | $0 |
| HENRY FORDHAM | UNION TRUSTEE Trustee or director | 0.5 | $0 |
| IRISH BARBER | UNION TRUSTEE Trustee or director | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 560 N NIMITZ HWY STE 209, HONOLULU, HI 96817-5328
- In care of
- % DENNIS K KAWASAKI
- Principal officer (990 for 2024)
- ALLAN OMO GORDON SVEC, 560 NORTH NIMITZ HIGHWAY 209, HONOLULU, HI 96817
- Signed the 990
- ALLAN OMO GORDON SVEC, UNION TRUSTEE / EMPLOYER TRUSTEE
- Phone
- (808) 509-2990
- Return prepared by
- SINGERLEWAK LLP
Mission
ORGANIZATION IS A COLLECTIVELY BARGAINED MULTIEMPLOYER PLAN THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS ACCORDING TO PLAN RULES AND REGULATIONS.
Program accomplishments
- TO PROVIDE MEDICAL BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
- TO PROVIDE DENTAL BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
- TO PROVIDE VISION 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 May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990 on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990 on file |
IRS record
- EIN
- 99-6046220
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1988
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $19,460,764
- Income (IRS master file)
- $18,142,861
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | $3,353,983 | $4,828,379 | $19,460,764 | XML |
| 990 | May 2024 | $5,172,248 | $5,100,021 | $20,483,552 | XML |
| 990 | May 2023 | $9,762,901 | $5,517,660 | $19,697,472 | XML |
| 990 | May 2022 | $8,378,692 | $5,384,265 | $15,713,628 | IRS |
| 990 | May 2021 | – | – | – | IRS |
| 990 | May 2020 | – | – | – | IRS |
| 990 | May 2019 | – | – | – | IRS |
| 990 | May 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 99-6046220).
Questions about LOCAL 665 I A T S E HEALTH AND WELFARE FUND
- What is the EIN of LOCAL 665 I A T S E HEALTH AND WELFARE FUND?
- The employer identification number (EIN) of LOCAL 665 I A T S E HEALTH AND WELFARE FUND is 99-6046220.
- Is LOCAL 665 I A T S E HEALTH AND WELFARE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1988.
- Are donations to LOCAL 665 I A T S E HEALTH AND WELFARE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does LOCAL 665 I A T S E HEALTH AND WELFARE 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 LOCAL 665 I A T S E HEALTH AND WELFARE FUND due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LOCAL 665 I A T S E HEALTH AND WELFARE FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended May 2025.
- Who is the principal officer of LOCAL 665 I A T S E HEALTH AND WELFARE FUND?
- The 990 for the year ended May 31, 2025 names ALLAN OMO GORDON SVEC.
- Who are the officers and directors of LOCAL 665 I A T S E HEALTH AND WELFARE FUND?
- The 990 for the year ended May 31, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does LOCAL 665 I A T S E HEALTH AND WELFARE FUND have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $3,353,983, expenses of $4,828,379 and total assets of $19,460,764 at year end.
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