Civic Intelligence

Carpet Linoleum and Soft Tile

EIN 23-7116870 • 501(c)9 • Honolulu, HI

Profile

The plan provides health and welfare benefits to eligible participants and their dependents - medical, dental, vision, chiropractic, drug, and life insurance.

560 N Nimitz Highway Ste 209Honolulu, HI 96817

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

74th percentile

0.19x

Higher debt load relative to assets than 74% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

90th percentile

0.41x

Higher debt load relative to revenue than 90% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2025

Net Margin

12th percentile

-26%

Higher net margin than 12% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

56th percentile

6.8%

Faster asset growth than 56% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2025

Revenue Growth

48th percentile

4.6%

Faster revenue growth than 48% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2025

Assets

Up

$6,695,996

Up $547,963 (+8.9%) from 2024

Liabilities

Down

$1,302,001

Down $45,729 (-3.4%) from 2024

Net Assets

Up

$5,393,995

Up $593,692 (+12%) from 2024

Revenue

Up

$3,213,046

Up $91,766 (+2.9%) from 2024

Expenses

Down

$4,049,114

Down $200,305 (-4.7%) from 2024

Net Income

Up

-$836,068

Up $292,071 (+26%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $4,166,475Liabilities 2010: $6,963Net Assets 2010: $4,159,5122010Assets 2011: $4,282,842Liabilities 2011: $6,186Net Assets 2011: $4,276,6562011Assets 2012: $4,281,528Liabilities 2012: $9,447Net Assets 2012: $4,272,0812012Assets 2013: $4,059,969Liabilities 2013: $6,192Net Assets 2013: $4,053,7772013Assets 2014: $4,020,935Liabilities 2014: $5,976Net Assets 2014: $4,014,9592014Assets 2015: $4,024,570Liabilities 2015: $9,918Net Assets 2015: $4,014,6522015Assets 2019: $5,832,183Liabilities 2019: $981,037Net Assets 2019: $4,851,1462019Assets 2020: $5,625,677Liabilities 2020: $0Net Assets 2020: $5,625,6772020Assets 2021: $5,502,839Liabilities 2021: $0Net Assets 2021: $5,502,8392021Assets 2022: $6,030,140Liabilities 2022: $1,329,499Net Assets 2022: $4,700,6412022Assets 2023: $5,872,642Liabilities 2023: $1,286,443Net Assets 2023: $4,586,1992023Assets 2024: $6,148,033Liabilities 2024: $1,347,730Net Assets 2024: $4,800,3032024Assets 2025: $6,695,996Liabilities 2025: $1,302,001Net Assets 2025: $5,393,9952025

Highlighted filing

2025

Assets$6,695,996
Liabilities$1,302,001
Net Assets$5,393,995

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $986,3442010Expenses 2011: $1,146,1282011Expenses 2012: $1,484,7152012Expenses 2013: $1,585,2712013Revenue 2014: $1,316,718Expenses 2014: $1,355,536Net Income 2014: -$38,8182014Revenue 2015: $1,658,470Expenses 2015: $1,658,777Net Income 2015: -$3072015Revenue 2019: $2,664,084Expenses 2019: $2,492,230Net Income 2019: $171,8542019Revenue 2020: $2,768,761Expenses 2020: $3,733,661Net Income 2020: -$964,9002020Revenue 2021: $2,604,517Expenses 2021: $2,750,597Net Income 2021: -$146,0802021Revenue 2022: $2,732,457Expenses 2022: $4,063,528Net Income 2022: -$1,331,0712022Revenue 2023: $2,935,257Expenses 2023: $4,157,838Net Income 2023: -$1,222,5812023Revenue 2024: $3,121,280Expenses 2024: $4,249,419Net Income 2024: -$1,128,1392024Revenue 2025: $3,213,046Expenses 2025: $4,049,114Net Income 2025: -$836,0682025

Highlighted filing

2025

Revenue$3,213,046
Expenses$4,049,114
Net Income-$836,068

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.70$1.30$5.39$3.21$4.05$0.84
2024Detailed filing. Detailed filing data is available for this year.$6.15$1.35$4.80$3.12$4.25$1.13
2023Detailed filing. Detailed filing data is available for this year.$5.87$1.29$4.59$2.94$4.16$1.22
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.03$1.33$4.70$2.73$4.06$1.33
2021Detailed filing. Detailed filing data is available for this year.$5.50$0.00$5.50$2.60$2.75$0.15
2020Detailed filing. Detailed filing data is available for this year.$5.63$0.00$5.63$2.77$3.73$0.96
2019Detailed filing. Detailed filing data is available for this year.$5.83$0.98$4.85$2.66$2.49$0.17
2015Detailed filing. Detailed filing data is available for this year.$4.02$0.01$4.01$1.66$1.66$0.00
2014Detailed filing. Detailed filing data is available for this year.$4.02$0.01$4.01$1.32$1.36$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.06$0.01$4.05$1.59
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.28$0.01$4.27$1.48
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.28$0.01$4.28$1.15
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.17$0.01$4.16$0.99
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Mar 1, 2024 to Feb 28, 2025
Signed
Dec 17, 2025
Return Version
2024v5.0
Gross Receipts
$5,097,153
Mission and Program Overview

Mission

The plan provides health and welfare benefits to eligible participants and their dependents- medical, dental, vision, chiropractic, drug, & life insurance

The plan provides health and welfare benefits to eligible participants and their dependents - medical, dental, vision, chiropractic, drug, and life insurance.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$4,800,303$5,393,995▲ $593,692
Investments in Publicly Traded Securities$4,782,739$4,957,190▲ $174,451
Savings and Temporary Cash Investments$268,370$1,376,541▲ $1,108,171
Accounts Receivable$258,846$216,261▼ $42,585
Cash and Non-Interest-Bearing Accounts$838,078$146,004▼ $692,074
Total Assets$6,148,033$6,695,996▲ $547,963
Liabilities
Other Liabilities$1,347,730$1,302,001▼ $45,729
Total Liabilities$1,347,730$1,302,001▼ $45,729
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,800,303$5,393,995▲ $593,692
Total Liabilities and Net Assets / Fund Balance$6,148,033$6,695,996▲ $547,963
Compensation and Service Providers

Board Members and Trustees

NameTitle
Keith EmersonEmployer Tru
Marc MatsubaraEmployer Tru
Taryn MiyamotoEmployer Tru
Tim LyonsEmployer Tru
Douglas Kema JrUnion Truste
Paterno AsuncionUnion Truste
Ryden ValmojaUnion Truste
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,018,389
Investment Income
$194,657
Other Revenue
$0
Change in Net Assets
$-836,068

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,213,046
Revenue Not Reported on Form 990
$82,030
Total Revenue per Audited Statements
$3,295,076
Total Revenue per Form 990
$3,213,046
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$128,359
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$3,920,755--$3,920,755
Fees for Services Management$62,578--$62,578
Fees for Services Accounting-$13,822-$13,822
Fees for Service Investment Mgmnt Fees-$10,887-$10,887
Fees for Services Legal$5,398--$5,398
Insurance-$4,309-$4,309
Office Expenses-$2,405-$2,405
Other Expenses$308--$308
Conferences and Meetings$281--$281
Total Functional Expenses$4,017,691$31,423$0$4,049,114

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,049,114
Expenses per Audited Statements$2,747,113
Total Expenses per Audited Statements$2,747,113
Expenses Not Reported on Financial Statements$1,302,001
Other Expense Adjustments$1,302,001
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Bank of Hours Liability$576,165
Premiums Payable$401,033
Subsidized Self Contributions$324,803
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

The management company, benefit & risk management services, inc., performs the daily operational tasks under the supervision of the trustees.

Form 990, Page 6, Part VI, Line 8B

The plan does not have any committees with the authority to act on behalf of the governing body.

Form 990, Page 6, Part VI, Line 11B

The chair, co-chair, and administrative office review the form. The trustees are e-mailed the form and asked to remark if they have any changes.

Form 990, Page 6, Part VI, Line 12C

The policy and disclosures are reviewed by trustees.

Form 990, Page 6, Part VI, Line 19

The entity does not make its governing documents, conflict of interest policy, and financial statements available to the public.

Filing and Contact Details

Filer

Filer Name
Carpet Linoleum and Soft Tile
EIN
23-7116870
Phone
8085011138
Address
560 N NIMITZ HIGHWAY STE 209, HONOLULU, HI 96817

Signing Officer

Name
Douglas Kema Jr
Title
Union Trustee
Phone
8085011138
Signed
2025-12-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Douglas Kema Jr
Formed
1968
Legal Domicile
Hi
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Mc Group Hawaii Inc
Address
2733 E MANOA RD STE 200, HONOLULU, HI 96822
Preparer
Gary Y Miyashiro
Phone
8089885757
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Net change in benefit obligation 1,347,730

Form 990, Part XII

Form 990, part xii, line 2c the board of trustees assumes responsibility for overseeing the audit of the organization's financial statements and for selecting the independent auditor.

Financial Statement Notes

Schedule D, Page 4, Part XII, Line 4B

Benefit obligations 1,302,001

Raw XML AppendixShowing 400 of 438 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/BOYAmt0258846
IRS990/AccountsReceivableGrp/EOYAmt0216261
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE PLAN PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS - MEDICAL, DENTAL, VISION, CHIROPRACTIC, DRUG, AND LIFE INSURANCE.
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/ProgramServicesAmt03920755
IRS990/BenefitsToMembersGrp/TotalAmt03920755
IRS990/BooksInCareOfDetail/PersonNm0BENEFIT RISK MANAGEMENT SERVICES
IRS990/BooksInCareOfDetail/PhoneNum08085011138
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0560 N NIMITZ HIGHWAY STE 209
IRS990/BooksInCareOfDetail/USAddress/CityNm0HONOLULU
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0HI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd096817
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0838078
IRS990/CashNonInterestBearingGrp/EOYAmt0146004
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0281
IRS990/ConferencesMeetingsGrp/TotalAmt0281
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt03920755
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0194657
IRS990/CYOtherExpensesAmt0128359
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt03018389
IRS990/CYRevenuesLessExpensesAmt0-836068
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt04049114
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03213046
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/Desc0TO PROVIDE MEDICAL, DRUG BENEFITS, DENTAL, DISABILITY, AND LIFE INSURANCE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/ExpenseAmt04017691
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt013822
IRS990/FeesForServicesAccountingGrp/TotalAmt013822
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt05398
IRS990/FeesForServicesLegalGrp/TotalAmt05398
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt062578
IRS990/FeesForServicesManagementGrp/TotalAmt062578
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt010887
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt010887
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt020.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt220.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt320.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt420.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt520.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt620.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt55.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt65.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0RYDEN VALMOJA
IRS990/Form990PartVIISectionAGrp/PersonNm1DOUGLAS KEMA JR
IRS990/Form990PartVIISectionAGrp/PersonNm2PATERNO ASUNCION
IRS990/Form990PartVIISectionAGrp/PersonNm3KEITH EMERSON
IRS990/Form990PartVIISectionAGrp/PersonNm4TIM LYONS
IRS990/Form990PartVIISectionAGrp/PersonNm5TARYN MIYAMOTO
IRS990/Form990PartVIISectionAGrp/PersonNm6MARC MATSUBARA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0UNION TRUSTE
IRS990/Form990PartVIISectionAGrp/TitleTxt1UNION TRUSTE
IRS990/Form990PartVIISectionAGrp/TitleTxt2UNION TRUSTE
IRS990/Form990PartVIISectionAGrp/TitleTxt3EMPLOYER TRU
IRS990/Form990PartVIISectionAGrp/TitleTxt4EMPLOYER TRU
IRS990/Form990PartVIISectionAGrp/TitleTxt5EMPLOYER TRU
IRS990/Form990PartVIISectionAGrp/TitleTxt6EMPLOYER TRU
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01968
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-14716
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01869391
IRS990/GrossReceiptsAmt05097153
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt07
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt04309
IRS990/InsuranceGrp/TotalAmt04309
IRS990/InvestmentIncomeGrp/ExclusionAmt0209373
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0209373
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04782739
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04957190
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0HI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01884107
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE PLAN PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS - MEDICAL, DENTAL, VISION, CHIROPRACTIC, DRUG, AND LIFE INSURANCE.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt04800303
IRS990/NetAssetsOrFundBalancesEOYAmt05393995
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-14716
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-14716
IRS990/NetUnrlzdGainsLossesInvstAmt082030
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02405
IRS990/OfficeExpensesGrp/TotalAmt02405
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt01347730
IRS990/OtherExpensesGrp/Desc0BENEFIT CONSULTANT
IRS990/OtherExpensesGrp/Desc1EDUCATIONAL EXPENSES
IRS990/OtherExpensesGrp/Desc2DATA PROCESSING FEE
IRS990/OtherExpensesGrp/Desc3BANK CHARGES
IRS990/OtherExpensesGrp/ProgramServicesAmt026750
IRS990/OtherExpensesGrp/ProgramServicesAmt11071
IRS990/OtherExpensesGrp/ProgramServicesAmt2550
IRS990/OtherExpensesGrp/ProgramServicesAmt3308
IRS990/OtherExpensesGrp/TotalAmt026750
IRS990/OtherExpensesGrp/TotalAmt11071
IRS990/OtherExpensesGrp/TotalAmt2550
IRS990/OtherExpensesGrp/TotalAmt3308
IRS990/OtherLiabilitiesGrp/BOYAmt01347730
IRS990/OtherLiabilitiesGrp/EOYAmt01302001
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0DOUGLAS KEMA JR
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0230000
IRS990/ProgramServiceRevenueGrp/BusinessCd1230000
IRS990/ProgramServiceRevenueGrp/BusinessCd2230000
IRS990/ProgramServiceRevenueGrp/BusinessCd3230000
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1HMSA EXPERIENCE REFUNDS
IRS990/ProgramServiceRevenueGrp/Desc2PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc3EMPLOYEE COBRA
IRS990/ProgramServiceRevenueGrp/Desc4LIQUIDATED DAMAGES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02871892
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1131146
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt213175
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt31117
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt41059
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02871892
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1131146
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt213175
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt31117
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt41059
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt04002468
IRS990/PYInvestmentIncomeAmt0146361
IRS990/PYOtherExpensesAmt0246951
IRS990/PYProgramServiceRevenueAmt02974919
IRS990/PYRevenuesLessExpensesAmt0-1128139
IRS990/PYTotalExpensesAmt04249419
IRS990/PYTotalRevenueAmt03121280
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-836068
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt03018389
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt04800303
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt05393995
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0268370
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01376541
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01302001
IRS990ScheduleD/ExpensesSubtotalAmt02747113
IRS990ScheduleD/NetUnrealizedGainsInvstAmt082030
IRS990ScheduleD/OtherExpensesNotIncludedAmt01302001
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0576165
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1401033
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2324803
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BANK OF HOURS LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PREMIUMS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2SUBSIDIZED SELF CONTRIBUTIONS
IRS990ScheduleD/RevenueNotReportedAmt082030
IRS990ScheduleD/RevenueSubtotalAmt03213046
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0BENEFIT OBLIGATIONS 1,302,001
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XII, LINE 4B
IRS990ScheduleD/TotalExpensesPerForm990Amt04049114
IRS990ScheduleD/TotalLiabilityAmt01302001
IRS990ScheduleD/TotalRevenuePerForm990Amt03213046
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03295076
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02747113
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MANAGEMENT COMPANY, BENEFIT & RISK MANAGEMENT SERVICES, INC., PERFORMS THE DAILY OPERATIONAL TASKS UNDER THE SUPERVISION OF THE TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PLAN DOES NOT HAVE ANY COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CHAIR, CO-CHAIR, AND ADMINISTRATIVE OFFICE REVIEW THE FORM. THE TRUSTEES ARE E-MAILED THE FORM AND ASKED TO REMARK IF THEY HAVE ANY CHANGES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE POLICY AND DISCLOSURES ARE REVIEWED BY TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ENTITY DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NET CHANGE IN BENEFIT OBLIGATION 1,347,730
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FORM 990, PART XII, LINE 2C THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSEEING THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND FOR SELECTING THE INDEPENDENT AUDITOR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd2false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd3false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd4false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd3N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd4N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0CARPET LINOLEUM&SOFT TILE ANNUITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1CARPET LINOLEUM&SOFT TILE MARKET RE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2CARPET LINOLEUM&SOFT TILE TRAINING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3CARPET LINOLEUM&SOFT TILE VACATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt4CARPET LINOLEUM&SOFT TILE RETIREE H
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0990180872
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1990294565
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2996020563
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3237116871
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN4863434005
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C5
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501C5
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501C5
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3501C9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt4501C9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0HI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1HI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2HI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3HI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd4HI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0ANNUITY BE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1STUDY&EXPL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2EDUCATIONA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3VAC&HOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt4REIM BENE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0560 N NIMITZ HIGHWAY STE 209
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1560 N NIMITZ HIGHWAY STE 209
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt2560 N NIMITZ HIGHWAY STE 209
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt3560 N NIMITZ HIGHWAY STE 209
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt4560 N NIMITZ HIGHWAY STE 209
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0HONOLULU
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1HONOLULU
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2HONOLULU
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm3HONOLULU
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm4HONOLULU
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0HI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1HI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2HI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd3HI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd4HI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd096817
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd196817
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd296817
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd396817
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd496817
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0PART II, IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS NAME, ADDRESS, AND EIN OF RELATED ORGANIZATION: CARPET LINOLEUM AND SOFT TILE ANNUITY FUND EIN: 99-0180872 560 N. NIMITZ HIGHWAY STE209 HONOLULU, HI 96817 PRIMARY ACTIVITY: TO PROVIDE ANNUITY BENEFITS TO ELIGIBLE PARTICIPANTS DIRECT CONTROLLING ENTITY: N/A CARPET LINOLEUM AND SOFT TILE MARKET RECOVERY FUND EIN: 99-0294565 560 N. NIMITZ HIGHWAY STE209 HONOLULU, HI 96817 PRIMARY ACTIVITY: TO STUDY AND EXPLORE WAYS & IMPLEMENT WAYS AND MEANS OF PROMOTING FAIR DIRECT CONTROLLING ENTITY: N/A CARPET LINOLEUM AND SOFT TILE TRAINING FUND EIN: 99-6020563 560 N. NIMITZ HIGHWAY STE209 HONOLULU, HI 96817 PRIMARY ACTIVITY: TO PROVIDE EDUCATIONAL BENEFITS TO EMPLOYEES DIRECT CONTROLLING ENTITY: N/A CARPET LINOLEUM AND SOFT TILE VACATION FUND EIN: 23-7116871 560 N. NIMITZ HIGHWAY STE209 HONOLULU, HI 96817 PRIMARY ACTIVITY: TO PROVIDE VACATION AND HOLIDAY BENEFITS FOR ELIGIBLE PARTICIPANTS DIRECT CONTROLLING ENTITY: N/A CARPET LINOLEUM AND SOFT TILE RETIREE HEALTH AND REIMBURSEMENT FUND EIN: 86-3434005 560 N. NIMITZ HIGHWAY STE209 HONOLULU, HI 96817 PRIMARY ACTIVITY: TO CREATE A RESERVE FOR REIMBURSEMENT BENEFITS FOR ELIGIBLE PARTICIPANTS FOLLOWING RETIREMENT. DIRECT CONTROLLING ENTITY: N/A
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt1PART II, III AND IV-IDENTIFICATION OF RELATED TAX ORGANIZATIONS IN A MULTIEMPLOYER PLAN, A CONTRIBUTING EMPLOYER IS CONSIDERED A RELATED ORGANIZATION BECAUSE THEY ARE OBLIGATED TO CONTRIBUTE TO THE PLAN PURSUANT TO THE TERMS IN THE COLLECTIVE BARGAINING OR PARTICIPATION AGREEMENT. THE ADMINISTRATIVE OFFICE ONLY MAINTAINS THE DATA NECESSARY TO FULFILL THE OBLIGATION TO CONTRIBUTE, IT DOES NOT MAIN SPECIFIC BUSINESS DATA REGARDING THE EMPLOYERS, SUCH AS ENTITY TYPE OR TAX INFORMATION.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE R
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt06148033
IRS990/TotalAssetsEOYAmt06695996
IRS990/TotalAssetsGrp/BOYAmt06148033
IRS990/TotalAssetsGrp/EOYAmt06695996
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt031423
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt04017691
IRS990/TotalFunctionalExpensesGrp/TotalAmt04049114
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01347730
IRS990/TotalLiabilitiesEOYAmt01302001
IRS990/TotalLiabilitiesGrp/BOYAmt01347730
IRS990/TotalLiabilitiesGrp/EOYAmt01302001
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04800303
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05393995
IRS990/TotalProgramServiceExpensesAmt04017691
IRS990/TotalProgramServiceRevenueAmt03018389
IRS990/TotalRevenueGrp/ExclusionAmt0194657
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03018389
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03213046
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06148033
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06695996
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X

Document Assets

No mirrored PDF or thumbnail assets are attached yet.