Civic Intelligence

Hawaii Sheetmetal Workers Health And

EIN 99-6006418 • 501(c)9 • Honolulu, HI

View Organization Page

Profile

NONE

1405 NORTH KING ST Suite 403Honolulu, HI 96817

n/A

Siviq Scores

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

Liabilities / Assets

54th percentile

0.03x

Higher debt load relative to assets than 54% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2025

Liabilities / Revenue

78th percentile

0.21x

Higher debt load relative to revenue than 78% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2025

Net Margin

88th percentile

40%

Higher net margin than 88% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2025

Top Officer Pay

65th percentile

$226,073

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

501(c)9 • $100M-$250M nonprofits • Source year 2025

Asset Growth

81st percentile

15%

Faster asset growth than 81% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2024 to 2025

Revenue Growth

3rd percentile

-39%

Faster revenue growth than 3% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$102,612,305

Up $13,687,159 (+15%) from 2024

Liabilities

Up

$3,402,948

Up $3,147,563 (+1232%) from 2024

Net Assets

Up

$99,209,357

Up $10,539,596 (+12%) from 2024

Operations
Liabilities / Revenue78th percentileNet Margin88th percentile

Revenue

Down

$15,911,277

Down $10,166,761 (-39%) from 2024

Expenses

Up

$9,545,826

Up $763,483 (+8.7%) from 2024

Net Income

Down

$6,365,451

Down $10,930,244 (-63%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth81st percentile

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

$150M$100M$50M$0Assets 2012: $34,466,516Liabilities 2012: $2,240,849Net Assets 2012: $32,225,6672012Assets 2013: $39,348,664Liabilities 2013: $2,425,775Net Assets 2013: $36,922,8892013Assets 2014: $43,929,823Liabilities 2014: $3,720,124Net Assets 2014: $40,209,6992014Assets 2015: $47,003,968Liabilities 2015: $2,513,959Net Assets 2015: $44,490,0092015Assets 2016: $47,579,412Liabilities 2016: $3,292,493Net Assets 2016: $44,286,9192016Assets 2017: $54,884,302Liabilities 2017: $3,763,004Net Assets 2017: $51,121,2982017Assets 2018: $62,150,098Liabilities 2018: $3,255,105Net Assets 2018: $58,894,9932018Assets 2019: $61,589,961Liabilities 2019: $3,306,480Net Assets 2019: $58,283,4812019Assets 2020: $65,103,670Liabilities 2020: $3,303,460Net Assets 2020: $61,800,2102020Assets 2021: $60,095,602Liabilities 2021: $0Net Assets 2021: $60,095,6022021Assets 2022: $65,063,138Liabilities 2022: $0Net Assets 2022: $65,063,1382022Assets 2023: $82,230,052Liabilities 2023: $479,633Net Assets 2023: $81,750,4192023Assets 2024: $88,925,146Liabilities 2024: $255,385Net Assets 2024: $88,669,7612024Assets 2025: $102,612,305Liabilities 2025: $3,402,948Net Assets 2025: $99,209,3572025

Highlighted filing

2025

Assets$102,612,305
Liabilities$3,402,948
Net Assets$99,209,357
Open 2025 Filing

Operations Trend

Revenue Growth3rd percentile

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

$30M$20M$10M$0Revenue 2012: $8,653,454Expenses 2012: $6,758,207Net Income 2012: $1,895,2472012Revenue 2013: $9,858,430Expenses 2013: $6,911,151Net Income 2013: $2,947,2792013Revenue 2014: $10,520,988Expenses 2014: $8,700,097Net Income 2014: $1,820,8912014Revenue 2015: $11,223,046Expenses 2015: $7,655,043Net Income 2015: $3,568,0032015Revenue 2016: $12,288,190Expenses 2016: $8,920,020Net Income 2016: $3,368,1702016Revenue 2017: $13,268,995Expenses 2017: $9,324,577Net Income 2017: $3,944,4182017Revenue 2018: $12,617,934Expenses 2018: $9,465,281Net Income 2018: $3,152,6532018Revenue 2019: $14,014,371Expenses 2019: $9,575,971Net Income 2019: $4,438,4002019Revenue 2020: $13,582,367Expenses 2020: $10,065,638Net Income 2020: $3,516,7292020Revenue 2021: $12,361,529Expenses 2021: $10,602,860Net Income 2021: $1,758,6692021Revenue 2022: $16,009,820Expenses 2022: $11,042,284Net Income 2022: $4,967,5362022Revenue 2023: $12,070,848Expenses 2023: $9,124,941Net Income 2023: $2,945,9072023Revenue 2024: $26,078,038Expenses 2024: $8,782,343Net Income 2024: $17,295,6952024Revenue 2025: $15,911,277Expenses 2025: $9,545,826Net Income 2025: $6,365,4512025

Highlighted filing

2025

Revenue$15,911,277
Expenses$9,545,826
Net Income$6,365,451
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$102,612,305
Liabilities
$3,402,948
Net assets
$99,209,357
Revenue
$15,911,277
Expenses
$9,545,826
Net income
$6,365,451
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$103$3.40$99.2$15.9$9.55$6.37
2024Detailed filing. Detailed filing data is available for this year.$88.9$0.26$88.7$26.1$8.78$17.3
2023Detailed filing. Detailed filing data is available for this year.$82.2$0.48$81.8$12.1$9.12$2.95
2022Detailed filing. Detailed filing data is available for this year.$65.1$0.00$65.1$16.0$11.0$4.97
2021Detailed filing. Detailed filing data is available for this year.$60.1$0.00$60.1$12.4$10.6$1.76
2020Detailed filing. Detailed filing data is available for this year.$65.1$3.30$61.8$13.6$10.1$3.52
2019Summary only. Only limited summary data is available for this year.$61.6$3.31$58.3$14.0$9.58$4.44
2018Summary only. Only limited summary data is available for this year.$62.2$3.26$58.9$12.6$9.47$3.15
2017Summary only. Only limited summary data is available for this year.$54.9$3.76$51.1$13.3$9.32$3.94
2016Summary only. Only limited summary data is available for this year.$47.6$3.29$44.3$12.3$8.92$3.37
2015Summary only. Only limited summary data is available for this year.$47.0$2.51$44.5$11.2$7.66$3.57
2014Summary only. Only limited summary data is available for this year.$43.9$3.72$40.2$10.5$8.70$1.82
2013Summary only. Only limited summary data is available for this year.$39.3$2.43$36.9$9.86$6.91$2.95
2012Summary only. Only limited summary data is available for this year.$34.5$2.24$32.2$8.65$6.76$1.90
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Feb 1, 2024 to Jan 31, 2025
Signed
Dec 15, 2025
Return Version
2024v5.2
Gross Receipts
$79,325,727
Mission and Program Overview

Mission

NONE

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$85,089,568$100,728,800▲ $15,639,232
Rtn Earn Endowment Incm Other Fnds$88,669,761$99,209,357▲ $10,539,596
Accounts Receivable$2,276,080$1,734,726▼ $541,354
Cash and Non-Interest-Bearing Accounts$1,559,498$148,779▼ $1,410,719
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$88,925,146$102,612,305▲ $13,687,159
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$189,982$3,334,925▲ $3,144,943
Accounts Payable and Accrued Expenses$65,403$68,023▲ $2,620
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$255,385$3,402,948▲ $3,147,563
Net Assets / Fund Balance
Total Net Assets Fund Balance$88,669,761$99,209,357▲ $10,539,596
Total Liabilities and Net Assets / Fund Balance$88,925,146$102,612,305▲ $13,687,159
Compensation and Service Providers
Top Officer Pay65th percentile

Board Members and Trustees

NameTitle
Arthur TolentinoCo-chair
Kevin HirayamaCo-chair
Jeanine LumTrustee
Mark RifkindTrustee
Paul SaitoTrustee
Rick PaulinoTrustee
Sam FujikawaTrustee
Glenn SaitoTrustee - Term.
Ryan LoeffersAdministrator
Aldon KaopuikiAlternate
Skye MatsumotoAlternate
See Sched O for Compensation PaidBy Related Organizations
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$9,357,102
Investment Income
$6,544,733
Other Revenue
$9,442
Change in Net Assets
$6,365,451

Audited Revenue Reconciliation

Revenue per Audited Statements
$15,505,985
Revenue Not Reported on Financial Statements
$405,292
Revenue Not Reported on Form 990
$7,106,774
Other Revenue Adjustments
$2,110
Total Revenue per Audited Statements
$22,612,759
Total Revenue per Form 990
$15,911,277
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$958,815
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---$8,587,011
Fees for Service Investment Mgmnt Fees---$403,182
Fees for Services Management---$307,667
Fees for Services Other---$78,204
Fees for Services Accounting---$54,574
Fees for Services Legal---$48,242
Insurance---$22,440
All Other Expenses---$1,793
Other Expenses---$480
Total Functional Expenses$0$0$0$9,545,826

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$9,545,826
Expenses per Audited Statements$8,829,492
Total Expenses per Audited Statements$8,829,492
Expenses Not Reported on Financial Statements$716,334
Other Expense Adjustments$313,152
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accumulated Eligibility Credits$3,245,781
Due to Broker$89,144
Governance and Compliance

Governance Checklist

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

Governance Explanations

FORM 990, PART VI, SECTION A, LINE 8B:

“There is no committee with the authority to act on behalf of the trustees.”

FORM 990, PART VI, SECTION B, LINE 11B:

“Aministrator will review form 990 draft filing provided before being filed and will email draft 990 to trustees before filing. Administrator to give approval to file if no questions.”

FORM 990 PART VI, SECTION B, LINE 12C:

“In connection with any actual or potential conflict of interest, an interest person must disclose the existence of the financial or personal interest and disclose all material facts to the other trustees. The person(s) delegated by the board of trustees shall investigate and make a determination as to whether a conflict exists and in the case of an existing conflict, whether the contemplated transation is prudent, solely in the interest of the trust fund's participants and beneficiaries, for the exclusive purpose of providing benefits to them or defraying reasonable trust fund expense and consistent with applicable law.”

FORM 990, PART VI, SECTION C, LINE 19:

“The organization makes its financial information available to the public upon request.”

FORM 990 PART VII SECTION A COLUMN E AND F:

“Compensation paid to trustees employed by other related organizations is reported on the form 990 filed with the internal revenue service by the related tas-exempt organization. If you would like additional information, please contact the third-party administrator.”

Filing and Contact Details

Filer

Filer Name
Hawaii Sheetmetal Workers Health and
EIN
99-6006418
In Care Of
% ARTHUR TOLENTINO
Phone
8088416106
Address
1405 NORTH KING ST Suite 403, HONOLULU, HI 96817

Signing Officer

Name
Kevin Hirayama
Title
Co Chair
Phone
8088416106
Signed
2025-12-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ryan Loeffers
Formed
1964
Legal Domicile
Hi
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Withumsmithbrownpc
Address
6101 BOLLINGER CANYON RD STE 400, SAN RAMON, CA 94583
Preparer
Jessica R Roster
Phone
9252779100
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“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 the plan has taken an uncertain position that more likely than not would not be sustained 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.”

PART XI, LINE 4B:

“$2,110 prior year adjustment for beginning net assets.”

PART XII, LINE 4B:

“Change in benefit obligations: accumulated eligibility credit”

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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/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0ADMINISTRATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1ALTERNATE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3CO-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6ALTERNATE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9CO-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE - TERM.
IRS990/Form990PartVIISectionAGrp/TitleTxt11BY RELATED ORGANIZATIONS
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IRS990/MissionDesc0TO PROVIDE HEALTH CARE BENEFITS TO ELIGIBLE PARTICIPANTS COVERED BY THE COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE SHEET METAL CONTRACTORS ASSOCIATION AND THE LOCAL 293 OF THE SHEET METAL WORKERS'INTERNATIONAL ASSOCIATION AND INDIVIDUAL EMPLOYERS SIGNATORY TO THE AGREEMENTS.
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IRS990/OtherExpensesGrp/Desc1OTHER EXPENSES
IRS990/OtherExpensesGrp/Desc2PRINTING
IRS990/OtherExpensesGrp/Desc3DUES AND SUBSCRIPTIONS
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IRS990/OtherExpensesGrp/TotalAmt112471
IRS990/OtherExpensesGrp/TotalAmt23733
IRS990/OtherExpensesGrp/TotalAmt3480
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IRS990/OtherRevenueMiscGrp/BusinessCd0900099
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IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTIONS
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1883238
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IRS990/PYTotalProfFndrsngExpnsAmt00
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IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/RentalIncomeOrLossGrp/RealAmt00
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IRS990/ReportLandBuildingEquipmentInd0false
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IRS990/ReportOtherLiabilitiesInd0true
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IRS990ScheduleD/InvestmentExpensesNotIncldAmt0403182
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IRS990ScheduleD/OtherExpensesNotIncludedAmt0313152
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt089144
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt13245781
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO BROKER
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCUMULATED ELIGIBILITY CREDITS
IRS990ScheduleD/OtherRevenuesNotIncludedAmt02110
IRS990ScheduleD/RevenueNotReportedAmt07106774
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0405292
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Accounting 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 the plan has taken an uncertain position that more likely than not would not be sustained 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.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1$2,110 PRIOR YEAR ADJUSTMENT FOR BEGINNING NET ASSETS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2CHANGE IN BENEFIT OBLIGATIONS: ACCUMULATED ELIGIBILITY CREDIT
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B:
IRS990ScheduleD/TotalExpensesPerForm990Amt09545826
IRS990ScheduleD/TotalLiabilityAmt03334925
IRS990ScheduleD/TotalRevenuePerForm990Amt015911277
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt022612759
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt08829492
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IRS990/ScheduleJRequiredInd0true
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt019796
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0RYAN LOEFFERS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0ADMINISTRATOR
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0226073
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE IS NO COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AMINISTRATOR WILL REVIEW FORM 990 DRAFT FILING PROVIDED BEFORE BEING FILED AND WILL EMAIL DRAFT 990 TO TRUSTEES BEFORE FILING. ADMINISTRATOR TO GIVE APPROVAL TO FILE IF NO QUESTIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2IN CONNECTION WITH ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST, AN INTEREST PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL OR PERSONAL INTEREST AND DISCLOSE ALL MATERIAL FACTS TO THE OTHER TRUSTEES. THE PERSON(S) DELEGATED BY THE BOARD OF TRUSTEES SHALL INVESTIGATE AND MAKE A DETERMINATION AS TO WHETHER A CONFLICT EXISTS AND IN THE CASE OF AN EXISTING CONFLICT, WHETHER THE CONTEMPLATED TRANSATION IS PRUDENT, SOLELY IN THE INTEREST OF THE TRUST FUND'S PARTICIPANTS AND BENEFICIARIES, FOR THE EXCLUSIVE PURPOSE OF PROVIDING BENEFITS TO THEM OR DEFRAYING REASONABLE TRUST FUND EXPENSE AND CONSISTENT WITH APPLICABLE LAW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS FINANCIAL INFORMATION AVAILABLE TO THE PUBLIC UPON REQUEST.

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