HAWAII SHOPMENS' HEALTH & WELFARE TRUST FUND

Address
222 SOUTH VINEYARD STREET NO PH 4
HONOLULU, HI 96813
Contact
Phone: +1 (808) 523-9411
Nonprofit
NTEE: E11 - Single Organization Support
EIN: 99-6018519

Mission

THE FUND PROVIDES HEALTH & WELFARE BENEFITS TO PARTICIPATING EMPLOYEES AND OTHER BENEFICIARIES OF EMPLOYERS WHO CONTRIBUTE TO THE FUND
 20142013201220112010
Basic features of the organization
Year of formation1968
Metropolitan statistical area3320
Form of organization
TrustTrue
Human resources, including compensation
Summary compensation info
Total compensation of current key personnel   $185,685.00$5,492.00
Sum of reportable (W2/1099) compensation$300.00$3,600.00$4,500.00$6,300.00$5,700.00
Number of employees00000
Number of people compensated >$100k00000
Number of volunteers00000
Number of highly compensated contractors00   
Personnel
Chun, Christopher
Title   EMPLOYER TRUSTEEEMPLOYER TRUSTEE
Name of key/compensated person   CHRISTOPHER CHUNCHRISTOPHER CHUN
Position of compensated person
Current individual trustee or director   TrueTrue
Average hours per week working for org   0.500.50
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Chun, T
TitleEMPLOYER TRUSTEEEMPLOYER TRUSTEEEMPLOYER TRUSTEEEMPLOYER TRUSTEEEMPLOYER TRUSTEE
Name of key/compensated personT KAWIKA CHUNT KAWIKA CHUNT KAWIKA CHUNT KAWIKA CHUNT KAWIKA CHUN
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org0.500.500.500.500.50
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Chun, Thomas
TitleEMPLOYER TRUSTEEEMPLOYER TRUSTEEEMPLOYER TRUSTEE  
Name of key/compensated personTHOMAS CHUNTHOMAS CHUNTHOMAS CHUN  
Position of compensated person
Current individual trustee or directorTrueTrueTrue  
Average hours per week working for org0.500.500.50  
Reportable compensation from org$0.00$0.00$0.00  
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Former, Christopher
Title  EMPLOYER TRUSTEE  
Name of key/compensated person  CHRISTOPHER CHUN FORMER  
Position of compensated person
Current individual trustee or director  True  
Average hours per week working for org  0.50  
Reportable compensation from org  $0.00  
Other comp, non-reportable, from org and related orgs  $0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00  
Kaopua, John
TitleUNION TRUSTEEUNION TRUSTEEUNION TRUSTEEUNION TRUSTEEUNION TRUSTEE
Name of key/compensated personJOHN KAOPUA IIIJOHN KAOPUA IIIJOHN KAOPUA IIIJOHN KAOPUA IIIJOHN KAOPUA III
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org0.500.500.500.500.50
Reportable compensation from org$300.00$3,600.00$3,900.00$5,100.00$4,800.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Kimura, Todd
TitleEMPLOYER TRUSTEEEMPLOYER TRUSTEEEMPLOYER TRUSTEEEMPLOYER TRUSTEEEMPLOYER TRUSTEE
Name of key/compensated personTODD KIMURATODD KIMURATODD KIMURATODD KIMURATODD KIMURA
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org0.500.500.500.500.50
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Paris, Eugene
Title UNION TRUSTEEUNION TRUSTEEUNION TRUSTEEUNION TRUSTEE
Name of key/compensated person EUGENE PARISEUGENE PARISEUGENE PARISEUGENE PARIS
Position of compensated person
Current individual trustee or director TrueTrueTrueTrue
Average hours per week working for org 0.500.500.500.50
Reportable compensation from org $0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs $0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00$0.00$0.00
Paris, T
TitleUNION TRUSTEEUNION TRUSTEEUNION TRUSTEE  
Name of key/compensated personT GEORGE PARIST GEORGE PARIST GEORGE PARIS  
Position of compensated person
Current individual trustee or directorTrueTrueTrue  
Average hours per week working for org0.500.500.50  
Reportable compensation from org$0.00$0.00$0.00  
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Talaeai, Tauao'O
TitleUNION TRUSTEEUNION TRUSTEEUNION TRUSTEEUNION TRUSTEEUNION TRUSTEE
Name of key/compensated personTAUAO'O TALAEAITAUAO'O TALAEAITAUAO'O TALAEAITAUAO'O TALAEAITAUAO'O TALAEAI
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org0.500.500.500.500.50
Reportable compensation from org$0.00$0.00$600.00$600.00$900.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Woo, Daniel
TitleEMPLOYER TRUSTEEEMPLOYER TRUSTEEEMPLOYER TRUSTEEEMPLOYER TRUSTEEEMPLOYER TRUSTEE
Name of key/compensated personDANIEL WOODANIEL WOODANIEL WOODANIEL WOODANIEL WOO
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org0.500.500.500.500.50
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Yagi, Clyde
Title    EMPLOYER TRUSTEE
Name of key/compensated person    CLYDE YAGI
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    0.50
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Yoshizumi, Darin
TitleUNION TRUSTEEUNION TRUSTEEUNION TRUSTEEUNION TRUSTEEUNION TRUSTEE
Name of key/compensated personDARIN YOSHIZUMIDARIN YOSHIZUMIDARIN YOSHIZUMIDARIN YOSHIZUMIDARIN YOSHIZUMI
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org0.500.500.500.500.50
Reportable compensation from org$0.00$0.00$0.00$600.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$2,700.00$1,200.00$1,200.00$1,200.00
Purpose: mission, activities, & accomplishments
Mission or significant activitiesTHE FUND PROVIDES HEALTH & WELFARE BENEFITS TO PARTICIPATING EMPLOYEES AND OTHER BENEFICIARIES OF EMPLOYERS WHO CONTRIBUTE TO THE FUNDTHE FUND PROVIDES HEALTH & WELFARE BENEFITS TO PARTICIPATING EMPLOYEES AND OTHER BENEFICIARIES OF EMPLOYERS WHO CONTRIBUTE TO THE FUNDTHE FUND PROVIDES HEALTH & WELFARE BENEFITS TO PARTICIPATING EMPLOYEES AND OTHER BENEFICIARIES OF EMPLOYERS WHO CONTRIBUTE TO THE FUNDTHE FUND PROVIDES HEALTH & WELFARE BENEFITS TO PARTICIPATING EMPLOYEES AND OTHER BENEFICIARIES OF EMPLOYERS WHO CONTRIBUTE TO THE FUNDTHE FUND PROVIDES HEALTH & WELFARE BENEFITS TO PARTICIPATING EMPLOYEES AND OTHER BENEFICIARIES OF EMPLOYERS WHO CONTRIBUTE TO THE FUND
Program service expenses, total$73,367.00$193,490.00$221,173.00$185,685.00$190,727.00
Programs, including revenue & expenses
PLAN PROVIDED DENTAL BENEFITS FOR ELIGIBLE EMPLOYEES OF EMPLOYERS SIGNATORY TO THE COLLECTIVE BARGAINING AGREEMENT.
Program expenses    $16,831.00
Program description    PLAN PROVIDES DENTAL BENEFITS FOR ELIGIBLE EMPLOYEES OF EMPLOYERS SIGNATORY TO THE COLLECTIVE BARGAINING AGREEMENT.
PLAN PROVIDED LIFE INSURANCE BENEFITS FOR ELIGIBLE EMPLOYEES OF EMPLOYERS SIGNATORY TO THE COLLECTIVE BARGAINING AGREEMENT.
Program expenses    $13,634.00
Program description    PLAN PROVIDES LIFE INSURANCE BENEFITS FOR ELIGIBLE EMPLOYEES OF EMPLOYERS SIGNATORY TO THE COLLECTIVE BARGAINING AGREEMENT.
PLAN PROVIDED MEDICAL BENEFITS (MEDICAL,HOSPITAL, MAJOR MEDICAL,SURGICAL,VISION,& PRESCRIPTION DRUGS) FOR ELIGIBLE EMPLOYEES OF EMPLOYERS SIGNATORY TO THE COLLECTIVE BARGAINING AGREEMENT.
Program expenses    $160,262.00
Program description    PLAN PROVIDES MEDICAL BENEFITS (MEDICAL,HOSPITAL, MAJOR MEDICAL,SURGICAL,VISION,& PRESCRIPTION DRUGS) FOR ELIGIBLE EMPLOYEES OF EMPLOYERS SIGNATORY TO THE COLLECTIVE BARGAINING AGREEMENT.
PLAN PROVIDES DENTAL BENEFITS FOR ELIGIBLE EMPLOYEES OF EMPLOYERS SIGNATORY TO THE COLLECTIVE BARGAINING AGREEMENT. (GROSS PAYMENT OF $11,781 - SURPLUS REIMBURSEMENT OF $62 = $11,719)
Program expenses   $7,497.00 
Program description   PLAN PROVIDES DENTAL BENEFITS FOR ELIGIBLE EMPLOYEES OF EMPLOYERS SIGNATORY TO THE COLLECTIVE BARGAINING AGREEMENT. (GROSS PAYMENT OF $13,695 - SURPLUS REIMBURSMENT OF $6,198 = $7,497) 
Financial data
Revenue
Total revenue$47,189.00$172,492.00$215,426.00$41,219.00$50,744.00
Revenue from contributions (total)$0.00$0.00$0.00$0.00$0.00
Investment income, current yr$8.00$80.00-$3,533.00-$4,486.00-$937.00
Total revenue from grants, etc., current yr$0.00$0.00$0.00$0.00$0.00
Total unrelated business revenue$0.00$0.00$0.00$0.00$0.00
Other revenue, current yr$6,700.00$0.00$3,588.00$7,964.00$4,769.00
Net unrelated business taxable revenue$0.00$0.00$0.00$0.00$0.00
Program service revenue (total)$40,481.00$172,412.00$215,371.00$37,741.00$46,912.00
Gross receipts$47,189.00$172,492.00$518,950.00$1,577,445.00$2,236,156.00
Other types of revenue
Miscellaneous revenue (total)$6,700.00 $3,588.00$7,964.00$4,769.00
Income from dividends, interest, and similar investments$8.00$80.00$313.00$18,233.00$28,006.00
Net rental income$0.00$0.00$0.00$0.00$0.00
Expense categories (totals)
Total functional expenses: sum of all$208,050.00$335,831.00$350,967.00$345,293.00$337,329.00
Fees for services
Legal fees (total) $2,378.00$2,592.00$13,665.00$4,953.00
Fundraising service fees (total)$0.00$0.00$0.00$0.00$0.00
Investment management fees (total)   $2,842.00$3,530.00
Assets and liabilities
Total assets$0.00$161,278.00$324,764.00$471,851.00$766,325.00
Total assets, beginning of year$161,278.00$324,764.00$471,851.00$766,325.00$1,070,799.00
Total liabilities$0.00$417.00$564.00$12,110.00$2,510.00
Total liabilities, beginning of year$417.00$564.00$12,110.00$2,510.00$20,399.00
Pledges & accounts receivable, net$0.00    
Loans & receivables from key persons$0.00    
Net assets$0.00$160,861.00$324,200.00$459,741.00$763,815.00
Net assets, beginning of year$160,861.00$324,200.00$459,741.00$763,815.00$1,050,400.00
Intangible assets$0.00    
Other assets$0.00    
Investments: other securities$0.00    
Investments: publicly traded securities$0.00 $0.00$299,936.00$604,646.00
Cash: non-interest bearing$0.00    
Investments -- program-related$0.00    
Inventories for sale or use$0.00    
Other financial variables
Revenue less expenses-$160,861.00-$163,339.00-$135,541.00-$304,074.00-$286,585.00
Savings & temp cash investment$0.00$52,399.00$248,898.00$160,158.00$152,301.00
Accounts receivable, net$0.00$105,942.00$72,908.00$9,004.00$6,432.00
Prepaid expenses & deferred charges$0.00$2,937.00$2,958.00$2,753.00$2,946.00
Accounts payable & accrued expenses$0.00$417.00$564.00$12,110.00$2,510.00
Total net assets or fund balances$0.00$160,861.00$324,200.00$459,741.00$763,815.00
Governance and accountability
Number of voting members88888
Number of independent voting members88888
Financial sheets auditedTrueTrueTrueTrueTrue
Relationships among key personnelTrueTrueTrueTrueTrue
Other accounting method (indicator)True    
Accrual accounting TrueTrueTrueTrue
Tax year start date2014-01-012013-01-012012-01-012011-01-012010-01-01
Tax year end date2014-12-012013-12-012012-12-012011-12-012010-12-01
Metadata about the filing
E-return type: 990, 990EZ, or 990PF990990990990990
Reason for form submission
Final return / terminatedTrue    
Date e-filing submitted2015-10-052014-12-292013-12-232012-11-082011-12-08
IRS schema version2014v5.02013v3.02012v2.12011v1.22010v3.4
Filing identifier201532269349304513201433219349305663201323179349306362201203059349301550201143119349301509
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