2025-11-17T12:57:33-06:00 2024-12-31 952302617 SINGERLEWAK LLP 500 ALA MOANA BLVD 2 302 HONOLULU HI 96813 990 2024-01-01 996009966 HOTEL & RESTAURANT INDUSTRY EMPLOYMENT AND TRAINING TRUST HOTE 8085230199 560 N NIMITZ HWY SUITE 209 HONOLULU HI 96817 ERIC GILLJULIE WALKER TRUSTEES 8085230199 2025-10-30 0 JUDITH CHOCK P01072809 8085336254 2024 2025-03-06 01:10:19Z ERIC GILLJULIE WALKER 560 N NIMITZ HWY SUITE 209 HONOLULU HI 96817 6250850 0 X WWW.HARIETT.COM X 1965 HI TO PROVIDE TRAINING FOR ELIGIBLE INDIVIDUALS IN THE AREA OF HOTEL AND RESTAURANT SERVICES. 6 6 0 12 0 0 0 0 2331200 2339432 112659 170862 0 0 2443859 2510294 0 0 0 0 0 0 0 0 0 1412840 1728831 1412840 1728831 1031019 781463 3134970 3901590 0 0 3134970 3901590 TO PROVIDE TRAINING BENEFITS FOR ELIGIBLE PARTICIPANTS IN ACCORDANCE WITH PLAN RULES AND REGULATIONS. 0 0 1610036 TO PROVIDE TRAINING FOR ELIGIBLE INDIVIDUALS IN THE AREA OF HOTEL AND RESTAURANT SERVICES. 1610036 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 15 0 1 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X BENEFIT & RISK MANAGEMENT SERVICES 8085230199 560 N NIMITZ HIGHWAY SUITE 209 HONOLULU HI 96817 X JULIE WALKER MANAGEMENT TRUSTEE 1.00 X 0 0 0 ERIC GILL UNION TRUSTEE 1.00 X 0 0 0 ROSARIO ROSS BANIAGA UNION TRUSTEE 1.00 X 0 0 0 MORGAN EVANS UNION TRUSTEE 1.00 X 0 0 0 TREVOR BRACHER MANAGEMENT TRUSTEE - ALT 1.00 X 0 0 0 EILEEN CALDWELL MANAGEMENT TRUSTEE - ALT 1.00 X 0 0 0 JULIE NAKAYAMA MANAGEMENT TRUSTEE 1.00 X 0 0 0 CADE WATANABE UNION TRUSTEE - ALT 1.00 X 0 0 0 DELAINE BAUER MANAGEMENT TRUSTEE 1.00 X 0 0 0 CARLA THOMAS MANAGEMENT TRUSTEE (UNTIL SEPT 2024) 1.00 X 0 0 0 MORISSON LUKA UNION TRUSTEE - ALT 1.00 X 0 0 0 GEMMA WEINSTEIN UNION TRUSTEE - ALT 1.00 X 0 0 0 0 0 0 0 0 0 0 AIRPORT CENTER PARTNERS LLP 3049 UALENA ST STE 515 HONOLULU HI 96819 LANDLORD 671496 1 EMPLOYERS' CONTRIBUTIONS 561000 2301458 2301458 REIMBURSEMENT FROM BSH INC. 561000 37974 37974 2339432 170862 170862 3740556 3740556 0 2510294 2339432 0 170862 X 23967 27338 36591 741192 2444 716796 9113 2211 APPRENTICESHIP TRAINING 152048 OFFICE EXPENSES 13547 MEETING AND PROMOTIONAL 3584 1728831 30901 30497 2288713 1099751 251346 208670 21952 42676 744645 2679907 48759 48759 3134970 3901590 0 0 X 3134970 3901590 0 0 0 0 3134970 3901590 3134970 3901590 781463 -14843 0 X X 0 1 X 1 0 251346 208670 42676 42676 X 2495451 -14843 -14843 2510294 0 2510294 1728831 0 1728831 0 1728831 PART X, LINE 2: THE TRUST WAS HELD TO BE EXEMPT FROM FEDERAL INCOME TAX ON JUNE 1973, AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(5) OF THE (INTERNAL REVENUE CODE (IRC). 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 AS OF DECEMBER 31, 2024 AND 2023 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 TRUST HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. HOWEVER, 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. THE MODIFIED CASH BASIS OF ACCOUNTING REQUIRES 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 SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND CONCLUDED THAT, AS OF DECEMBER 31, 2024 AND 2023, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY, ASSET, OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. FORM 990, PART VI, SECTION B, LINE 11B TRUST ADMINISTRATOR REVIEWS. IF DEEMED ACCEPTABLE, 990 IS DISSEMINATED TO ONE UNION TRUSTEE AND ONE MANAGEMENT TRUSTEE FOR REVIEW AND EXECUTION. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES EXECUTE A STATEMENT OF ACCEPTANCE WHICH IS KEPT ON FILE FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST FORM 990, PART IX, LINE 11G REIMB PEO FOR LABOR RELATED COSTS 678,361. PROGRAM SUPPLIES 42,114. MISC TRAINING EXPENSES 20,717. FORM 990, PART XII, LINE 2C NO CHANGE IN REVIEW PROCESS FROM PRIOR YEAR. BOARD OF TRUSTEES ELECTS AN INDEPENDENT AUDITOR. ADMINISTRATOR AND BOARD OF TRUSTEES FORMALLY REVIEW AND APPROVE THE FINANCIAL STATEMENTS. AFL HOTEL & RESTAURANT WORKERS HEALTH & WELFARE PLAN 560 N NIMITZ HWY HONOLULU HI 96817 996008823 TO PROVIDE HEALTH & WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS HI 501(C)9 0 HOTEL UNION AND HOTEL INDUSTRY OF HAWAII PENSION PLAN 560 N NIMITZ HWY HONOLULU HI 96817 990155373 TO PROVIDE RETIREMENT BENEFITS TO ELIGIBLE PARTICIPANTS HI 401(A) 0 HOTEL 401(K) RETIREMENT SAVINGS PLAN 560 N NIMITZ HWY HONOLULU HI 96817 990292187 TO PROVIDE RETIREMENT BENEFITS TO ELIGIBLE PARTICIPANTS HI 401(A) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0