Form 990 for tax year 2022
Filed by HAWAII CARPENTERS HEALTH & WELFARE TRUST FUND.
Totals
- Total revenue
- $58,274,819
- Total expenses
- $49,134,029
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $46,740,683
- Investment income
- $11,534,136
- Other revenue
- $0
- Total assets, end of year
- $322,353,153
- Total liabilities, end of year
- $1,285,053
- Net assets or fund balances, end of year
- $321,068,100
- 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 $45,720,787 · related or exempt $45,720,787
-
2b · Program service revenue: EMPLOYEE CONTRIBUTIONS
total $1,019,896 · related or exempt $1,019,896
-
3 · Investment income
total $11,724,811 · unrelated business $11,724,811
-
7b · Less cost or other basis and sales expenses
securities $190,675
-
7c · Gain or loss
securities -$190,675
-
7d · Net gain or loss
total -$190,675 · unrelated business -$190,675
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $46,957,996
-
11a · Fees: management
total $1,063,509
-
11b · Fees: legal
total $41,649
-
11c · Fees: accounting
total $78,271
-
11f · Fees: investment management
total $613,333
-
11g · Fees: other
total $140,243
-
13 · Office expenses
total $144,843
-
14 · Information technology
total $26,064
-
19 · Conferences, conventions and meetings
total $1,573
-
23 · Insurance
total $36,580
-
24a · Other expenses: PATIENT CARE OUTCOME RE
total $16,235
-
24b · Other expenses: MISCELLANEOUS
total $13,733
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $800,554 · end of year $670,178
-
2 · Savings and temporary cash investments
end of year $20,213,260
-
4 · Accounts receivable
beginning of year $4,292,692 · end of year $1,431,162
-
11 · Investments: publicly traded securities
beginning of year $306,208,264 · end of year $300,038,553
-
15 · Other assets
beginning of year $1,909,075 · end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $228,765 · end of year $35,053
-
24 · Unsecured notes and loans payable
beginning of year $1,425,000 · end of year $1,250,000
-
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 $311,556,820 · end of year $321,068,100
Mission and programs · 2022
Mission
TO OPERATE HEALTH AND WELFARE EMPLOYEE BENEFIT PLANS.
-
MEDICAL, DENTAL, LIFE INSURANCE AND OTHER HEALTH & WELFARE BENEFITS WERE PROVIDED TO APPROXIMATELY 3,632 ELIGIBLE PARTICIPANTS UNDER TWO EMPLOYEE BENEFIT PLANS.
As filed on the 2022 return.
Listed in Part VII
-
Erik NakamuraERIK NAKAMURA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1
-
Conrad C Verdugo JrCONRAD C VERDUGO JR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1
-
Dione KalaolaDIONE KALAOLA
ALTERNATE
- Total calculated
- $177,110
- From this org
- $0
- From related orgs
- $129,748
- Other
- $47,362
- Hours/week
- 0.1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $129,748 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $32,240 related
- Nontaxable benefits
- $0 + $15,122 related
- Filer's total
- $0 + $177,110 related
-
Eric HashizumeERIC HASHIZUME
CO-CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Blake InouyeBLAKE INOUYE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1
-
Glen KaneshigeGLEN KANESHIGE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1
-
Juan Padasdao JrJUAN PADASDAO JR
TRUSTEE
- Total calculated
- $176,930
- From this org
- $0
- From related orgs
- $129,568
- Other
- $47,362
- Hours/week
- 0.1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $129,568 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $32,240 related
- Nontaxable benefits
- $0 + $15,122 related
- Filer's total
- $0 + $176,930 related
-
Kyle ChockKYLE CHOCK
TRUSTEE
- Total calculated
- $319,362
- From this org
- $0
- From related orgs
- $272,000
- Other
- $47,362
- Hours/week
- 0.1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $272,000 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $32,240 related
- Nontaxable benefits
- $0 + $15,122 related
- Filer's total
- $0 + $319,362 related
-
Michael YoungMICHAEL YOUNG
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Nathaniel KinneyNATHANIEL KINNEY
TRUSTEE
- Total calculated
- $186,426
- From this org
- $0
- From related orgs
- $139,064
- Other
- $47,362
- Hours/week
- 0.1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $139,064 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $32,240 related
- Nontaxable benefits
- $0 + $15,122 related
- Filer's total
- $0 + $186,426 related
-
Ronald TaketaRONALD TAKETA
CO-CHAIR
- Total calculated
- $401,362
- From this org
- $0
- From related orgs
- $354,000
- Other
- $47,362
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $354,000 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $32,240 related
- Nontaxable benefits
- $0 + $15,122 related
- Filer's total
- $0 + $401,362 related
-
Travis MurakamiTRAVIS MURAKAMI
TRUSTEE
- Total calculated
- $180,170
- From this org
- $0
- From related orgs
- $132,808
- Other
- $47,362
- Hours/week
- 0.1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $132,808 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $32,240 related
- Nontaxable benefits
- $0 + $15,122 related
- Filer's total
- $0 + $180,170 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.
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.
-
HAWAII CARPENTERS APPRENTICESHIP TRAINING FUND
501(C)(5) · TO PROVIDE EDUCATION AND TRAINING BENEFITS TO UNIONIZED EMPLOYEES · HI
-
HAWAII CARPENTERS MARKET RECOVERY PROGRAM
501(C)(5) · TO EXPLORE JOINT EMPLOYER/EMPLOYEE WORK OPPORTUNITIES · HI
-
HAWAII CARPENTERS VACATION & HOLIDAY FUND
501(C)(9) · TO PROVIDE VACATION AND HOLIDAY BENEFITS TO UNIONIZED EMPLOYEES · HI
-
HAWAII CARPENTERS FINANCIAL SECURITY FUND
EMPLOYEE BENEFIT PLAN PROVIDING RETIREMENT BENEFITS · HI
-
HAWAII CARPENTERS 401(K) FUND
EMPLOYEE BENEFIT PLAN PROVIDING RETIREMENT BENEFITS · HI
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.
-
808 GATES & DOORS LLC
-
ALAULA BUILDERS LLC
-
ALI'I BUILDERS LLC
-
ALOHA GYPSUM FLOORS LLC
-
APEX TRUSS LLC
-
ARMSTRONG PACIFIC LLC
-
BEACHSIDE ROOFING LLC
-
CHANNEL CONSTRUCTION LLC
-
CLOSET SYSTEMS SUPPLY LLC
-
CML SPECIALTIES LLC
-
ENABLE ENERGY LABS LLC
-
FINISHING EDGE CURB & SIDEWALK LLC
-
FIRETEK PACIFIC LLC
-
FIRST PACIFIC BUILDERS LLC
-
FUJINAGA CONTRACTING LLC
-
GENTRY BUILDERS LLC
-
GOODFELLOW BOTHERS LLC
-
GRACE PACIFIC LLC
-
HAMASAKI CONSTRUCTION LLC
-
HONOLULU BUILDERS LLC
-
ISLANDS CREATIONS CONSTRUCTION LLC
-
J&J DRYWALL & PLASTERING LLC
-
JBA CONSTRUCTION LLC
-
JSC CONSTRUCTION LLC
-
KCK BUILDERS LLC
-
KENWOOD CONSTRUCTION LLC
-
LINCOLN BUILDERS LLC
-
LOUGHLIN DRYWALL LLC
-
M2K CONSTRUCTION LLC
-
MODERN FLOORING LLC
-
NOHO'ANA BUILDERS LLC
-
OAHU GARAGE DOOR LLC
-
ONO CONSTRUCTION LLC
-
PARADIGM CONSTRUCTION LLC
-
PAUL'S ELECTRICAL CONTRACTING LLC
-
PAVIMENTO HAWAII LLC
-
PRISM ACOUSTICAL & DRYWALL LLC
-
PROTECH ROOFING LLC
-
R&L OHANA LLC
-
REDMONT CONSTRUCTION LLC
-
SOLID SURFACE WORKS LLC
-
SONNY'S WALL SERVICES LLC
-
STANLEY ACCESS TECHNOLOGIES LLC
-
VIKING ADVANCED FINISHES LLC
-
WATTS CONSTRUCTORS LLC
-
WAVE BUILDERS LLC
-
NORPAC WALLS & CEILING
-
NORDIC PCL CONSTRUCTION
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
808 CONSULTING AND CONSTRUCTION
-
A'S CARPENTRY INC
-
ABSHER CONSTRUCTION CO
-
ACOUSTICAL DRYWALL SYS
-
AKAMAI BUILDERS INC
-
AKINAKA CONSTRUCTION
-
ALAN S HINAHARA CONSTRUCTION INC
-
ALAN SHINTANI INC
-
ALBERT C KOBAYASHI INC
-
ALCAL SPECIALTY CONTR
-
ALL SITE CONSTRUCTION
-
ALLIED BUILDERS SYSTEM
-
ALLIED CONSTRUCTION INC
-
AMERICAN PIPING & BOILER
-
ANDERSON POOLWORKS
-
APB CONSTRUCTION CORP
-
ARISUMI BROTHERS INC
-
ARTISTIC BUILDERS
-
AULI'I CONSTRUCTION
-
BE CHANGE NOW
-
BEK INC
-
BEST VINYL FENCE & DECK
-
BLAZY CONSTRUCTION INC
-
BRAND-SAFWAY
-
BRETT HILL CONSTRUCTION
-
BRIAN'S CONTRACTING INC
-
BRUCE MATSON COMPANYINC
-
C T CARPENTRY
-
CJ PETERSON
-
CAFFEY INC
-
CARPENTERS UNION LOCAL 745
-
CD BUILDERS INC
-
CDT ISLAND CONSTRUCTION
-
CENTRAL CONSTRUCTION INC
-
CHOICE CONSTRUCTION INC
-
CLEAR CHOICE BUILDERS INC
-
CLOSE CONSTRUCTION INC
-
COASTAL CONSTRUCTION CO
-
COMMERCIAL SHELVING INC
-
CONSTRUCTORS HAWAII INC
-
CORNAIR REMODELING INC
-
D & D CONSTRUCTION INC
-
DA BUILDERS INC
-
DOUG'S ACOUSTICAL AND
-
DURA CONSTRUCTORS INC
-
DYK INCORPORATED
-
EMA CONSTRUCTION
-
EAGLE INTERIORS INC
-
EAST & WEST ALUM CRAFT
-
EDWARDS & SANDS
-
ELECTRICAL CONTRACTORS
-
EVERY DOOR SERVICE
-
F & H CONSTRUCTION INC
-
FIVE STAR AIRPORT
-
FLOOR TECHNOLOGIES OF HI
-
FOUNDATIONS HAWAII INC
-
FRANK COLUCCIO CONSTR CO
-
FV COLUCCIO CONSTRUCTION
-
GATESIDE INC
-
GILL CONSTRUCTION INC
-
GOODNIGHT'S CORP DBA
-
GOTO CONSTRUCTION INC
-
GROUP BUILDERS INC
-
GUY'S SUPERIOR INTERIORS
-
GW CONSTRUCTION
-
HAAS INSULATION INC
-
HAWAII MASONRY & DEVELOPMENT CORP
-
HAWAII MILLWORKS
-
HAWAII REGIONAL COUNCIL OF CARPENTERS
-
HAWAIIAN DREDGING CONSTRUCTION COMPANY
-
HAWAIIAN ISLANDS FORWARDERS
-
HEALY TIBBITTS BUILDERS
-
HEEIA CONSTRUCTION CO
-
HENSEL CONSTRUCTION CO
-
ICS (INTERNATIONAL CONVENTION SERVICES)
-
IIDA T CONTRACTING LTD
-
INTEGRATED CONSTR INC
-
ISEC INC
-
ISEMOTO CONTRACTING
-
ISLAND HERITAGE BUILDERS
-
ISLAND PACIFIC INSTALLERS
-
JW INC
-
JAY KADOWAKI INC
-
JCK CONTRACTOR INC
-
JD HAWAII CONTRACTORS
-
JDH CONSTRUCTION LTD
-
KA MO'I CONSTRUCTION
-
KAIKOR CONSTRUCTION
-
KAIKOR CONST GROUP INC
-
KAUAI BUILDERS LTD
-
KELIKAI INCORPORATED
-
KENNEDY CONSTRUCTION CORP
-
KIEWIT BUILDING GROUP INC
-
KIEWIT INFRASTRUCTURE
-
KOGA ENGINEERING & CONSTRUCTION INC
-
KPRS HAWAII CONSTR INC LA'AU STRUCTURES INC
-
LA'AU STRUCTURES INC
-
LANAI BUILDERS INC
-
LANKFORD CONSTRUCTION CO
-
LARGO CONCRETE INC
-
LEND LEASE
-
LEVEL 5 DRYWALL
-
LEWIS & MANN PLASTERING
-
LLOYD W AUBRY CO INC
-
M SHIROMA CONSTRUCTION
-
MAKAI SOLUTIONS
-
MARKET RECOVERY
-
MARMOL HAWAII INC
-
MARYL GROUP CONSTRUCTION
-
MCCLONE CONSTRUCTION CO
-
MITSUNAGA CONST INC
-
MJ CONSTRUCTION COMPANY
-
MOSS & ASSOCIATES
-
NAN INC
-
NARITO CONSTRUCTION CO
-
NATIONWIDE INST SERV INC
-
NOGUCHI BUILDERS INC
-
NORDIC PCL CONSTRUCTION
-
NORTHSHORE EXTERIORS INC
-
O P CONSTRUCTION CO
-
OKADA TRUCKING CO LTD
-
P M J BUILDERS INC
-
P&I BUILDERS INC
-
PACCON CONSTRUCTION INC
-
PACIFIC CONCRETE WORKS INC
-
PACIFIC FOUNDATION INC
-
PARSONS RCI INC
-
PARTITION SPECIALTIES
-
PIONEER CONTR CO LTD
-
PREMIER INTERIOR DEVELOPMENT INC
-
PRO BILT CONSTRUCTION
-
RALPH S INOUYE CO LTD
-
RAYNOR OVERHEAD DOORS & GATES INC
-
REEF DEVELOPMENT OF HI
-
RIDGEWAY CONSTRUCTION
-
RLP INC
-
ROBERT A BOTHMAN INC
-
ROBERT M KAYA BUILDERS
-
ROMSCO INC
-
ROYAL CONTRACTING CO LTD
-
RSL DRYWALL
-
S & G CONSTRUCTION INC
-
S & M SAKAMOTO INC
-
SAMAP USA CORP
-
SEA ENGINEERING INC
-
SHIMMICKTRAYLORGRANITE
-
SHIOI CONSTRUCTION INC
-
SINCLAIR DRYWALL INC
-
SITE ENGINEERING INC
-
SOLID SURFACE TECH
-
STAN'S CONTRACTING INC
-
STATEWIDE GEN CONTRACTING
-
SUMMIT CONSTRUCTION INC
-
SWI FINISHING HI INC
-
SWINERTON BUILDERS
-
SYNC DRYWALL SYSTEMS
-
TCS DRYWALL INC
-
THE LOOKING GLASS CORP
-
TOKUNAGA MASONRY INC
-
TOMA TOMMY S CONTRACTOR
-
TOMCO CORPORATION
-
TRICON INC
-
TROPICAL TRIM & DESIGN
-
TRUE LINE CONSTRUCTION SERVICES LTD
-
UNISTRUT HAWAII
-
UNITED GENERAL CONTRACTING INC
-
UNIVERSAL CONSTRUCTION
-
UNLIMITED CONSTRUCTION SERVICES INC
-
V & C DRYWALL CONTRACTORS
-
VIKING CONSTRUCTION INC
-
WALTZ ENGINEERING INC
-
WEBER COMPANY
-
WEST MAUI CONSTRUCTION
-
WESTERN INDUSTRIAL CONTR
-
ASHER CONSTRUTION
-
NEVELL GROUP INC
-
KENCO CONSTRUCTION INC
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 10 July 2024
- IRS schema version
- 2022v5.0
- Source object
- 202431939349301968
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