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← ROOFERS UNION LOCAL 221 HEALTH & WELFARE TRUST FUND

Form 990 for tax year 2024

Filed by ROOFERS UNION LOCAL 221 HEALTH & WELFARE TRUST FUND.

Totals

Total revenue
$3,389,055
Total expenses
$3,081,691
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$3,090,247
Investment income
$298,808
Other revenue
$0
Total assets, end of year
$6,422,095
Total liabilities, end of year
$2,122,253
Net assets or fund balances, end of year
$4,299,842
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 $3,045,116 · related or exempt $3,045,116

  • 2b · Program service revenue: Liquidated damages

    total $32,771 · related or exempt $32,771

  • 2c · Program service revenue: Participant contributions

    total $12,360 · related or exempt $12,360

  • 3 · Investment income

    total $212,265 · excluded $212,265

  • 7a · Gross sales of assets other than inventory

    securities $1,489,335

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

    securities $1,402,792

  • 7c · Gain or loss

    securities $86,543

  • 7d · Net gain or loss

    total $86,543 · excluded $86,543

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $2,820,981

  • 11a · Fees: management

    total $163,843

  • 11b · Fees: legal

    total $4,666

  • 11c · Fees: accounting

    total $21,424

  • 11f · Fees: investment management

    total $18,876

  • 11g · Fees: other

    total $32,884

  • 13 · Office expenses

    total $7,597

  • 14 · Information technology

    total $4,925

  • 19 · Conferences, conventions and meetings

    total $2,536

  • 23 · Insurance

    total $3,654

  • 24e · All other expenses

    total $305

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $36,441 · end of year $53,265

  • 2 · Savings and temporary cash investments

    beginning of year $1,790,805 · end of year $1,996,166

  • 4 · Accounts receivable

    beginning of year $357,042 · end of year $425,708

  • 9 · Prepaid expenses and deferred charges

    beginning of year $4,005 · end of year $2,666

  • 11 · Investments: publicly traded securities

    beginning of year $3,674,075 · end of year $3,850,717

  • 15 · Other assets

    beginning of year $90,368 · end of year $93,573

  • 17 · Accounts payable and accrued expenses

    beginning of year $25,713 · end of year $20,224

  • 25 · Other liabilities

    beginning of year $2,036,060 · end of year $2,102,029

  • 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 $3,890,963 · end of year $4,299,842

Mission and programs · 2024

Mission

The purpose of the Plan is to provide health and welfare benefits to employees covered by the collective bargaining agreement.

  • The Plan provided health and welfare benefits to employees covered by the collective bargaining agreement.

As filed on the 2024 return.

Listed in Part VII

  • Scott Ai

    Trustee/Co-Chairman

    Total calculated
    $0
    Hours/week
    1

  • Vaughn Chong

    Trustee/Co-Chairman

    Total calculated
    $0
    Hours/week
    1

  • Enrique Subiono

    Trustee/Secretary

    Total calculated
    $143,913
    From this org
    $0
    From related orgs
    $104,576
    Other
    $39,337
    Hours/week
    0.1

  • Tim Lyons

    Trustee

    Total calculated
    $0
    Hours/week
    0.1

  • Fred Kaohe Jr

    Alternate Trustee

    Total calculated
    $0
    Hours/week
    0.1

  • Hina Chow

    Trustee

    Total calculated
    $0
    Hours/week
    0.1

  • Jason Clark

    Alternate Trustee

    Total calculated
    $0
    Hours/week
    0.1

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.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • Roofers Union Local 221 Training Plan

    501(c)(5) · Provides training benefits to unionized employees. · HI

    Directly controlled by None

  • Roofers Union Local 221 Vacation & Health Trust Fund

    501(c)(9) · Provides vacation & holiday benefits to unionized employees · HI

    Directly controlled by None

  • Roofers Union Local 221 Pension Plan

    Provides retirement benefits to unionized employees · HI

    Directly controlled by None

  • Roofers Union Local 221 Annuity Plan

    Provides retirement benefits to unionized employees · HI

    Directly controlled by None

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 partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • BEACHSIDE ROOFING LLC

  • PAC ROOFING LLC

  • PROTECH ROOFING LLC

  • HEADED HOME ROOFING LLC

  • Leeward Construction LLC

  • Belmonte's R&W LLC

Related corporations and trusts

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

  • A TEAM PACIFIC ROOFING

  • ALCAL SPECIALTY

  • BUCK ROOFING CO INC

  • HAAS INSULATION INC

  • HONOLULU ROOFING COMPANY

  • ROOFERS TRAINING OFFICE

  • ROOFERS UNION LOCAL 221

  • TYSON'S INC

  • ULTIMATE ROOFING INC

  • International Roofing & Building

Provenance

Return type
form_990
Tax year
2024
Filed
25 January 2026
IRS schema version
2024v5.2
Source object
202630259349300903

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