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← HAWAII HEALTH AND WELFARE TRUST FUND FOR OPERATING ENGINEERS

Form 990 for tax year 2022

Filed by HAWAII HEALTH AND WELFARE TRUST FUND FOR OPERATING ENGINEERS.

Totals

Total revenue
$25,570,750
Total expenses
$25,276,687
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$26,002,433
Investment income
-$431,746
Other revenue
$63
Total assets, end of year
$60,091,064
Total liabilities, end of year
$22,102,034
Net assets or fund balances, end of year
$37,989,030
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: EMPLOYER CONTRIBUTIONS

    total $25,896,086 · related or exempt $25,896,086

  • 2b · Program service revenue: EMPLOYEE CONTRIBUTION

    total $76,288 · related or exempt $76,288

  • 2c · Program service revenue: LIQUIDATED DAMAGES

    total $21,419 · related or exempt $21,419

  • 2d · Program service revenue: COBRA REFUND

    total $8,640 · related or exempt $8,640

  • 3 · Investment income

    total $1,270,907 · unrelated business $1,270,907

  • 7a · Gross sales of assets other than inventory

    securities $1,702,653

  • 7b · Less cost or other basis and sales expenses

    securities $3,405,306

  • 7c · Gain or loss

    securities -$1,702,653

  • 7d · Net gain or loss

    total -$1,702,653 · unrelated business -$1,702,653

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $63 · related or exempt $63

  • 11e · Other revenue, total

    $63

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $23,465,712

  • 11a · Fees: management

    total $223,075

  • 11b · Fees: legal

    total $54,997

  • 11c · Fees: accounting

    total $28,520

  • 11f · Fees: investment management

    total $209,106

  • 11g · Fees: other

    total $992,539

  • 19 · Conferences, conventions and meetings

    total $10,354

  • 23 · Insurance

    total $27,245

  • 24a · Other expenses: MULTI-PLAN SERVICES

    total $243,736

  • 24b · Other expenses: PATIENT CARE OUTCOME RE

    total $11,196

  • 24c · Other expenses: PRINTING AND POSTAGE

    total $8,514

  • 24d · Other expenses: MISCELLANEOUS

    total $1,693

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $9,763,898 · end of year $3,155,978

  • 2 · Savings and temporary cash investments

    beginning of year $1,153,716 · end of year $980,852

  • 4 · Accounts receivable

    beginning of year $1,806,984 · end of year $2,232,953

  • 9 · Prepaid expenses and deferred charges

    beginning of year $26,402 · end of year $25,196

  • 11 · Investments: publicly traded securities

    beginning of year $48,222,366 · end of year $48,718,057

  • 15 · Other assets

    beginning of year $5,015,374 · end of year $4,978,028

  • 17 · Accounts payable and accrued expenses

    beginning of year $330,358 · end of year $241,792

  • 25 · Other liabilities

    beginning of year $24,188,989 · end of year $21,860,242

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $41,469,393 · end of year $37,989,030

Mission and programs · 2022

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS TO APPROXIMATELY 1,800 PARTICIPANTS COVERED BY COLLECTIVE BARGAINING AGREEMENTS BETWEEN EMPLOYERS AND THE UNION.

Activities or mission (Part I)

TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.

  • TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS COVERED BY COLLECTIVE BARGAINING AGREEMENTS BETWEEN EMPLOYERS AND THE UNION.

As filed on the 2022 return.

Listed in Part VII

  • Lance Inouye

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    5

  • Dan Reding

    CO-CHAIRMAN

    Total calculated
    $373,227
    From this org
    $0
    From related orgs
    $297,586
    Other
    $75,641
    Hours/week
    5

    Schedule J breakdown matched by us

    Base
    $0 + $297,586 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $53,302 related
    Nontaxable benefits
    $0 + $22,339 related
    Filer's total
    $0 + $373,227 related

  • Rodney Nohara

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • Kathleen Thurston

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • Steve Ingersoll

    TRUSTEE

    Total calculated
    $315,347
    From this org
    $0
    From related orgs
    $242,820
    Other
    $72,527
    Hours/week
    5

    Schedule J breakdown matched by us

    Base
    $0 + $242,820 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $53,302 related
    Nontaxable benefits
    $0 + $19,225 related
    Filer's total
    $0 + $315,347 related

  • Analesea Tuiasosopo

    TRUSTEE

    Total calculated
    $250,411
    From this org
    $0
    From related orgs
    $175,022
    Other
    $75,389
    Hours/week
    5

    Schedule J breakdown matched by us

    Base
    $0 + $175,022 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $53,302 related
    Nontaxable benefits
    $0 + $22,087 related
    Filer's total
    $0 + $250,411 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • A C EXCAVATORS INC

  • ACCESS LIMITED CONSTRUCTION

  • ADVANCED ENTERPRISES

  • ALBERT C KOBAYASHI INC

  • ALII BUILDERS LLC

  • AMAZON CONST INC

  • AMERICAN MARINE CORP

  • AMERICAN PIPING & BOILER CO

  • APANA LIFTING SERVICES LLC

  • ARISUMI BROTHERS INC

  • ASSOCIATED CRANE & SERVICES LLC

  • BERKEL & CO CNTRCTRS INC

  • BLASTING TECHNOLOGY INC

  • BRIAN H SMITH DEMOLITION & EXCAVATING I

  • BSR RENTALS

  • C J PETERSON SERVICE INC

  • CLOSE CONSTRUCTION INC

  • CMZ OF HAWAII INC

  • COLUMBIA PACIFIC CONSTRUCTION INC

  • DIVERSIFIED CRANE

  • DN TANKS INC

  • DURA CONSTRUCTORS INC

  • EARTHWORKS PACIFIC

  • EXCAVATIONS ETC INC

  • FONG CONST CO LTD

  • FOUNDATION INTL INC

  • FV COLUCCIO CONSTRUCTION

  • GARNER CONSTRUCTION WBE INC

  • GOODFELLOW BROS LLC

  • GRACE PACIFIC LLC

  • GROUP BUILDERS INC

  • HAWAII LAYOUT CONSTRUCTION INC

  • HAWAII PACIFIC CONC & PAVING INC

  • HAWAII-AMERICAN WATER COMPANY

  • HAWAIIAN CRANE&RIGG LTD

  • HAWAIIAN DREDGING&CONS

  • HEALY TIBBITTS BUILDERS INC

  • HENSEL PHELPS

  • HI'ILAWE CONSTRUCTION LLC

  • INTEGRATED CONSTRUCTION INC

  • ISEMOTO CONTR CO LTD

  • ISLAND STEEL ERECTORS LLC

  • J S R EQUIPMENT INC

  • JACK ENDO ELECTRIC INC

  • JAYAR CONSTRUCTION INC

  • JJS CONSTRUCTION INC

  • K & H EQUIP & RENTALS

  • KAIKOR CONSTRUCTION COMAPNY INC

  • KAMALII TRCKG & RTL INC

  • KELIKAI INCORPORATED

  • KELLER NORTH AMERICA INC

  • KIEWIT INFRASTRUCTURE WEST CO

  • KOGA

  • LANDAN CONSTRUCTION INC

  • LEIGH DIVERSIFIED

  • MAHELU BOBCATS INC

  • MALAMA INSPECTION

  • MAUI KUPONO BUILDERS DBA MANU BUILDERS

  • MAUI PAVING

  • MEGA CONST INC

  • MEI CORPORATION

  • MIRA IMAGE CONSTRUCTION

  • MORT DRILLING SERVICES INC

  • MOSS AND ASSOCIATES

  • NAN INC

  • NORDIC PCL CONSTRUCTION INC

  • NORTHWEST DEMOLITION & DISMANTLING INC

  • OAHU BASED CONTRACTING LLC

  • OKADA TRUCKING CO LTD

  • OPER ENG CREDIT UNION

  • OPER ENGR HAWAII IND STABILIZATION

  • OPER ENGR LOCAL 3

  • OPERATING ENGINEERS #3

  • PACIFIC CONCRETE CUTTING & CORING

  • PACIFIC CRANE SERVICE HAWAII

  • PACIFIC FOUNDATION INC

  • PACIFIC PILE & CRANE INC

  • PAHOA CONTRACTING INC -SCH 2

  • PARADIGM CONSTRUCTION LLC

  • PARSONS RCI

  • PENHALL CO DBA CONCRETE CORING OF HAWAII

  • R M Y CONSTRUCTION

  • RHS LEE INC

  • ROAD & HIGHWAY BUILDERS

  • ROAD AND HIGHWAY BUILDERS LLC

  • ROAD BUILDERS CORP

  • ROJAC CONSTRUCTION INC

  • RONS CONST CO

  • ROYAL CONTR CO LTD

  • SCHNABEL FOUNDATION CO

  • SEA ENGINEERING INC

  • SHIMMICK CONST CO INC

  • SHIMMICK CONSTRUCTION COMPANY INC

  • SHIOI CONSTRUCTION INC

  • SITE CONSTRUCTORS INC

  • SITE ENGINEERING INC

  • STACY & WITBECKKIEWITHOFFMAN A JV

  • SWINERTON BUILDERS

  • T IIDA CONTRACTING LTD

  • TAJIRI RECYCLING & DEMOLITION LLC

  • USA CONSTRUCTION CO

  • W W CLYDE & CO

  • WAALANI ENTERPRISES

  • WATTS CONSTRUCTORS LLC

  • WESTERN INDUSTRIAL CONTRACTORS

Provenance

Return type
form_990
Tax year
2022
Filed
9 November 2023
IRS schema version
2022v5.0
Source object
202303199349311265

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