Civic Intelligence

Hawaii Iron Workers' Vacation and Holiday Plan

990 • Fiscal year 2015 • EIN 99-0166477

Aug 01, 2014 to Jul 31, 2015 • Filed on Jun 01, 2016

94-497 Ukee StWaipahu, HI 96797

(808) 671-8225

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

93rd percentile

0.94x

Higher debt load relative to assets than 93% of similar nonprofits.

2015 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

90th percentile

0.48x

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

2015 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2015

Net Margin

48th percentile

1.4%

Higher net margin than 48% of similar nonprofits.

2015 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2015

Asset Growth

91st percentile

38%

Faster asset growth than 91% of similar nonprofits.

2015 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

93rd percentile

44%

Faster revenue growth than 93% of similar nonprofits.

2015 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Assets

Up

$2,931,662

Up $813,264 (+38%) from 2014

Net Assets

Up

$176,139

Up $82,003 (+87%) from 2014

Liabilities

Up

$2,755,523

Up $731,261 (+36%) from 2014

Revenue

Up

$5,784,480

Up $1,754,421 (+44%) from 2014

Expenses

Up

$5,702,477

Up $1,674,337 (+42%) from 2014

Net Income

Up

$82,003

Up $80,084 (+4173%) from 2014

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2010: $1,495,443Liabilities 2010: $1,410,355Net Assets 2010: $85,0882010Assets 2011: $1,596,028Liabilities 2011: $1,541,357Net Assets 2011: $54,6712011Assets 2012: $1,637,601Liabilities 2012: $1,572,545Net Assets 2012: $65,0562012Assets 2013: $1,611,722Liabilities 2013: $1,519,505Net Assets 2013: $92,2172013Assets 2014: $2,118,398Liabilities 2014: $2,024,262Net Assets 2014: $94,1362014Assets 2015: $2,931,662Liabilities 2015: $2,755,523Net Assets 2015: $176,1392015Assets 2016: $2,994,665Liabilities 2016: $2,747,925Net Assets 2016: $246,7402016Assets 2017: $2,701,445Liabilities 2017: $2,387,406Net Assets 2017: $314,0392017Assets 2018: $2,976,889Liabilities 2018: $2,688,253Net Assets 2018: $288,6362018Assets 2019: $2,384,448Liabilities 2019: $2,018,378Net Assets 2019: $366,0702019Assets 2020: $2,902,834Liabilities 2020: $2,499,515Net Assets 2020: $403,3192020Assets 2021: $2,691,416Liabilities 2021: $2,285,141Net Assets 2021: $406,2752021Assets 2022: $1,955,906Liabilities 2022: $1,546,339Net Assets 2022: $409,5672022Assets 2023: $1,951,415Liabilities 2023: $1,557,833Net Assets 2023: $393,5822023Assets 2024: $2,124,708Liabilities 2024: $1,704,443Net Assets 2024: $420,2652024

Highlighted filing

2015

Assets$2,931,662
Liabilities$2,755,523
Net Assets$176,139

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $2,925,2932010Expenses 2011: $3,417,8382011Expenses 2012: $3,640,2292012Expenses 2013: $3,309,7812013Revenue 2014: $4,030,059Expenses 2014: $4,028,140Net Income 2014: $1,9192014Revenue 2015: $5,784,480Expenses 2015: $5,702,477Net Income 2015: $82,0032015Revenue 2016: $6,228,514Expenses 2016: $6,157,913Net Income 2016: $70,6012016Revenue 2017: $5,321,524Expenses 2017: $5,254,225Net Income 2017: $67,2992017Revenue 2018: $5,575,997Expenses 2018: $5,601,400Net Income 2018: -$25,4032018Revenue 2019: $4,953,582Expenses 2019: $4,876,148Net Income 2019: $77,4342019Revenue 2020: $4,842,275Expenses 2020: $4,805,026Net Income 2020: $37,2492020Revenue 2021: $4,493,471Expenses 2021: $4,490,515Net Income 2021: $2,9562021Revenue 2022: $4,077,990Expenses 2022: $4,074,698Net Income 2022: $3,2922022Revenue 2023: $4,100,386Expenses 2023: $4,116,371Net Income 2023: -$15,9852023Revenue 2024: $4,463,657Expenses 2024: $4,436,974Net Income 2024: $26,6832024

Highlighted filing

2015

Revenue$5,784,480
Expenses$5,702,477
Net Income$82,003
Jump To
Filing Snapshot
Filing Period
Aug 1, 2014 to Jul 31, 2015
Signed
Jun 1, 2016
Return Version
2014v6.0
Gross Receipts
$5,934,480
Mission and Program Overview

Mission

To provide vacation and holiday benefits to eligible plan participants.

To provide vacation and holiday benefits to eligible plan participants

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,367,998$1,985,127▲ $617,129
Accounts Receivable$438,424$609,423▲ $170,999
Cash and Non-Interest-Bearing Accounts$311,081$317,070▲ $5,989
Cap Stk Tr Prin Current Funds$94,136$176,139▲ $82,003
Land, Buildings, and Equipment, Net$895$612▼ $283
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$2,118,398$2,931,662▲ $813,264
Other Assets Total$0$19,430▲ $19,430
Liabilities
Other Liabilities$2,024,262$2,755,523▲ $731,261
Total Liabilities$2,024,262$2,755,523▲ $731,261
Net Assets / Fund Balance
Total Net Assets Fund Balance$94,136$176,139▲ $82,003
Total Liabilities and Net Assets / Fund Balance$2,118,398$2,931,662▲ $813,264

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$612$8,537$9,149
Compensation and Service Providers

Board Members and Trustees

NameTitle
Bronson ParisLabor Trustee
Clyde EugenioLabor Trustee
JOSEPH O'DONNELLLabor Trustee
Lincoln Naiwi SrLabor Trustee
SHON TGP MOEA'ILabor Trustee
Melvin KaheleLabor Trustee (alternate)
Arnold WongLabor Trustee (former)
Daniel WooManagement Trustee
Douglas EwartManagement Trustee
Edson HooManagement Trustee
John WatanabeManagement Trustee
Steven TogamiManagement Trustee
T Kawika ChunManagement Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,784,256
Investment Income
$224
Other Revenue
$0
Change in Net Assets
$82,003

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,784,480
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$5,784,480
Total Revenue per Form 990
$5,784,480
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$34,043
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---$5,668,434
Fees for Services Accounting---$25,654
Insurance---$4,619
Office Expenses---$2,044
Fees for Services Legal---$556
Depreciation Depletion---$284
Other Expenses---$21
Total Functional Expenses$0$0$0$5,702,477

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,702,477
Total Expenses per Audited Statements$5,702,477
Total Expenses per Form 990$5,702,477
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Vacation & Holiday Benefits Payable$2,755,523
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

John watanabe (management trustee) and daniel woo (management trustee) work for the same employer, s&m welding co., ltd. Shon moea'i (labor trustee) and bronson paris (labor trustee) are brothers.

Form 990, Part VI, Section B, Line 11

All documents are reviewed by appropriate parties before signing and filing.

Form 990, Part VI, Section B, Line 12C

Policy is reviewed by the board of trustees annually.

Form 990, Part VI, Section C, Line 19

Policies are made available to the members upon request.

Form 990, Part VII

Clyde eugenio - 2325 apapa street, pearl city, hi 96782. John watanabe - 1320 kalani st, #202, honolulu, hi 96817. Steven togami - p.o. Box 488, aiea, hi 96701. Douglas ewart - p.o. Box 700028, kapolei, hi 96709. Edson hoo - 850 ahua street, honolulu, hi 96819. T kawika chun - 2846 ualena street, #5, honolulu, hi 96819. Daniel woo - 1320 kalani st, #202, honolulu, hi 96817.

Filing and Contact Details

Filer

Filer Name
HAWAII IRON WORKERS' VACATION AND HOLIDAY PLAN
EIN
99-0166477
Phone
8086718225
Address
94-497 UKEE ST, WAIPAHU, HI 96797

Signing Officer

Name
JOSEPH O'DONNELL JOHN WATANABE
Title
Labor Trustee/management Trustee
Phone
8086718225
Signed
2016-06-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
JOSEPH O'DONNELL JOHN W
Formed
1973
Legal Domicile
Hi
Voting Board Members
12
Independent Board Members
11
Employees
0
Volunteers
0

Preparer

Firm
Lemke Chinen & Tanaka CPA Inc
Address
210 WARD AVENUE SUITE 336, HONOLULU, HI 96814-4012
Preparer
Diane Hosokawa
Phone
8085336254
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

No change in review process from the prior year. Board of trustees select an independent auditor. Administrator and board of trustees formally review and approve the financial statements.

Financial Statement Notes

PART X, LINE 2:

Explanation: the audited financial statements contain the following disclosure pertaining to fin 48 (asc 740) "the trust funding certain benefits of the plan received an exemption letter from the internal revenue service dated february 26, 1999, stating that the trust is tax-exempt under provisions of section 501(c)(9) of the internal revenue code. However, as a result of the plan's funding policy, from time to time the trust may be subject to income taxes. No federal or state income taxes have been recorded for the years ending july 31, 2015 and 2014 for unrelated business taxable income. In addition, the plan and the trust are required to operate in conformity with the irc to maintain the tax-exempt status of the trust. The plan administrator believes that the plan is being operated in compliance with the applicable requirements of the irc and, therefore, believes that the related trust is tax-exempt. Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if it has taken an uncertain position that more likely than not would not be substantiated upon examination by the irs. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The plan administrator believes it is no longer subject to income tax examinations for plan years prior to 2012."

Raw XML AppendixShowing 400 of 429 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.

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IRS990/PartialLiquidationInd00
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IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JOSEPH O'DONNELL JOHN W
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1MEMBER ASSESSMENTS
IRS990/ProgramServiceRevenueGrp/Desc2LIQUIDATED DAMAGES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05689624
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt192129
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt22503
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05689624
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt192129
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt22503
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt03992616
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0253
IRS990/PYOtherExpensesAmt035524
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt04029806
IRS990/PYRevenuesLessExpensesAmt01919
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt04028140
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04030059
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt082003
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01367998
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01985127
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt05702477
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0612
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt08537
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt09149
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02755523
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0VACATION & HOLIDAY BENEFITS PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt05784480
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0EXPLANATION: THE AUDITED FINANCIAL STATEMENTS CONTAIN THE FOLLOWING DISCLOSURE PERTAINING TO FIN 48 (ASC 740) "THE TRUST FUNDING CERTAIN BENEFITS OF THE PLAN RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE DATED FEBRUARY 26, 1999, STATING THAT THE TRUST IS TAX-EXEMPT UNDER PROVISIONS OF SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE. HOWEVER, AS A RESULT OF THE PLAN'S FUNDING POLICY, FROM TIME TO TIME THE TRUST MAY BE SUBJECT TO INCOME TAXES. NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED FOR THE YEARS ENDING JULY 31, 2015 AND 2014 FOR UNRELATED BUSINESS TAXABLE INCOME. IN ADDITION, THE PLAN AND THE TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THAT THE RELATED TRUST IS TAX-EXEMPT. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF IT HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUBSTANTIATED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR PLAN YEARS PRIOR TO 2012."
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0612
IRS990ScheduleD/TotalExpensesPerForm990Amt05702477
IRS990ScheduleD/TotalLiabilityAmt02755523
IRS990ScheduleD/TotalRevenuePerForm990Amt05784480
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05784480
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05702477
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0JOHN WATANABE (MANAGEMENT TRUSTEE) AND DANIEL WOO (MANAGEMENT TRUSTEE) WORK FOR THE SAME EMPLOYER, S&M WELDING CO., LTD. SHON MOEA'I (LABOR TRUSTEE) AND BRONSON PARIS (LABOR TRUSTEE) ARE BROTHERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL DOCUMENTS ARE REVIEWED BY APPROPRIATE PARTIES BEFORE SIGNING AND FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2POLICY IS REVIEWED BY THE BOARD OF TRUSTEES ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3POLICIES ARE MADE AVAILABLE TO THE MEMBERS UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CLYDE EUGENIO - 2325 APAPA STREET, PEARL CITY, HI 96782. JOHN WATANABE - 1320 KALANI ST, #202, HONOLULU, HI 96817. STEVEN TOGAMI - P.O. BOX 488, AIEA, HI 96701. DOUGLAS EWART - P.O. BOX 700028, KAPOLEI, HI 96709. EDSON HOO - 850 AHUA STREET, HONOLULU, HI 96819. T KAWIKA CHUN - 2846 UALENA STREET, #5, HONOLULU, HI 96819. DANIEL WOO - 1320 KALANI ST, #202, HONOLULU, HI 96817.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO CHANGE IN REVIEW PROCESS FROM THE PRIOR YEAR. BOARD OF TRUSTEES SELECT AN INDEPENDENT AUDITOR. ADMINISTRATOR AND BOARD OF TRUSTEES FORMALLY REVIEW AND APPROVE THE FINANCIAL STATEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VII
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0990164675
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0HI
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0PROVIDE ADMIN SERVICES TO THE TRUST FUNDS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0HAWAII IRON WORKERS ADMINISTRATIVE OFFICE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1SEE SCHEDULE R SUPPLEMENTAL INFORMATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt094-497 UKEE STREET
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0WAIPAHU
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0HI
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd096797
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0SEE SCHEDULE R SUPPLEMENTAL INFORMATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0HAWAII IRON WORKERS HEALTH & WELFARE TRUST FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1HAWAII IRON WORKERS TRAINING TRUST FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2SEE SCHEDULE R SUPPLEMENTAL INFORMATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0990166475
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1990168649
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0HI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1HI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO PROVIDE HEALTH & WELFARE BENEFITS TO ELIGIBLE MEMBERS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1TO PROVIDE TRAINING BENEFITS TO ELIGIBLE MEMBERS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt094-497 UKEE STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt194-497 UKEE STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0WAIPAHU
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1WAIPAHU
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0HI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1HI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd096797
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd196797
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTIEMPLOYER PLAN THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. THE ADMINISTRATORS OFFICE MAINTAINS A DATABASE OF THESE CONTRIBUTING EMPLOYERS INCLUDING THE NAMES, ADDRESSES, AND OTHER CONTACT INFORMATION. HOWEVER, THE LEGAL STRUCTURE (CORPORATION, PARTNERSHIP, ETC) FOR EACH CONTRIBUTING EMPLOYER IS NOT ON FILE WITH THE ADMINISTRATIVE OFFICE AND COULD NOT BE REASONABLY OBTAINED. AS A RESULT, THE CONTRIBUTING EMPLOYERS COULD NOT BE SEPARATED BY TYPE OF ORGANIZATION. HOWEVER, THEY ARE LISTED BELOW: ALOHA STEEL CORP. AMERICAN PIPING & BOILER CO APEX TOWER CRANE, INC. ARAKAKI MECHANICAL ARCHITECTURAL GLASS & ALUMINUM ASSOCIATED STEEL WORKERS LTD CHANCE CMC REBAR CORALCO D & C WELDING DESIGNER BUILT SYSTEMS, INC. DURA CONSTRUCTORS, INC. EVERGREEN ERECTORS, INC. EVERGREEN PACIFIC STEEL, LLC FEDERAL WELDING FOUNDATIONS HAWAII, INC. HARRIS REBAR SOUTH PACIFIC INC. HAWAII IRON WORKERS' ADMINISTRATIVE OFFICE HAWAII IRON WORKERS' STABILIZATION FUND HAWAII IRON WORKERS' TRAINING PLAN HAWAIIAN IRONWORKS HONOLULU BUILDERS, LLC IDEAL CONSTRUCTION IG STEEL INDUSTRIAL GROUP INT'NL ASSOC. OF BRIDGE, STRUCTURAL AND ORNAMENTAL IRON WORKERS, LOCAL 625 ISLAND STEEL ERECTORS JAYCO HAWAII JS INT'L INC K & S WELDING KALMAN FLUR KIEWIT INFRASTRUCTURE WEST CO. KOAPAKA CONSTRUCTION CO., INC. KWL SERVICES, INC. LANE SUPPLY INC MAUI INDUSTRIAL METAL FAB METAL-WELD SPECIALTIES, INC. MUTUAL WELDING CO LTD NATIONAL STEEL ERECTORS CORP NORTHWEST TOWER CRANE SERVICE O'BRIEN STEEL ERECTORS, INC. PARADISE ERECTORS, INC. PARADISE REINFORCING, INC. PARSENS PATRIOTS PRIMATECH CONSTRUCTION, INC. R K OSHIRO DOOR SERVICE, INC. RF STEARNS, INC. RONDUEN WELDING, INC. S&M WELDING CO LTD SIMMONS STEEL CORP SOUTHERN FOLGER DETENTION EQUIPT STEEL TECH STRIKER CONSTRUCTION, LLC SWANSON STEEL ERECTORS, INC. THE ERECTION COMPANY UNITED STEEL, LLC WAIPAHU WELDING WALKER MOODY
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, SCHEDULE R, PARTS II, III, IV
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02118398
IRS990/TotalAssetsEOYAmt02931662
IRS990/TotalAssetsGrp/BOYAmt02118398
IRS990/TotalAssetsGrp/EOYAmt02931662
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt05702477
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02024262
IRS990/TotalLiabilitiesEOYAmt02755523
IRS990/TotalLiabilitiesGrp/BOYAmt02024262
IRS990/TotalLiabilitiesGrp/EOYAmt02755523
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt094136
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0176139
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt05668434
IRS990/TotalProgramServiceRevenueAmt05784256
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0224
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05784256
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05784480
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02118398
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02931662
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt094-497 UKEE ST
IRS990/USAddress/CityNm0WAIPAHU
IRS990/USAddress/StateAbbreviationCd0HI
IRS990/USAddress/ZIPCd096797
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt011

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.12$1.70$0.42$4.46$4.44$0.03
2023Summary only. Only limited summary data is available for this year.$1.95$1.56$0.39$4.10$4.12$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.96$1.55$0.41$4.08$4.07$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.69$2.29$0.41$4.49$4.49$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.90$2.50$0.40$4.84$4.81$0.04
2019Summary only. Only limited summary data is available for this year.$2.38$2.02$0.37$4.95$4.88$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.98$2.69$0.29$5.58$5.60$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.70$2.39$0.31$5.32$5.25$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.99$2.75$0.25$6.23$6.16$0.07
2015Detailed filing. Detailed filing data is available for this year.$2.93$2.76$0.18$5.78$5.70$0.08
2014Detailed filing. Detailed filing data is available for this year.$2.12$2.02$0.09$4.03$4.03$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.61$1.52$0.09$3.31
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.64$1.57$0.07$3.64
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.60$1.54$0.05$3.42
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.50$1.41$0.09$2.93