Ufcw-Hawaii Food Employers Health and Welfare TR Fund
Revenue
$23.4m
year to 31 December 2024
Expenses
$18.6m
year to 31 December 2024
Total assets
$26.8m
$4.7m liabilities
Net assets
$22.1m
assets less liabilities
Directors and trustees
5
7.4y av
Staff
0
employees, year to 31 December 2024
Left since last filing
0
no seats appear to have opened
Voting members
4
reported in Part VI
Ufcw-Hawaii Food Employers Health and Welfare TR Fund's network
5 people2 organisationsi5 people and 2 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (5). Violet dotted lines (2) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
5 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 4 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Brent Bohn | Management Trustee | 2023 | 3 yrs |
| Frank Jorgensen | Mgmt Trustee - Past | 2018 | 8 yrs |
| Gwen Rulona | Labor Trustee | 2018 | 8 yrs |
| Patrick K LOO | Labor Trustee | 2018 | 8 yrs |
| Penny Schumacher | Management Trustee | 2018 | 8 yrs |
Under 5 years5 to 6 years6 years or more
Pay and hours
year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Patrick K Loo | Labor Trustee | 1 | $0 | ||
| Gwen Rulona | Labor Trustee | 1 | $0 | ||
| Penny Schumacher | Management Trustee | 1 | $0 | ||
| Brent Bohn | Management Trustee | 1 | $0 |
No pay was reported for anyone in Part VII on this return.
About
- Legal name
- Ufcw-Hawaii Food Employers Health and Welfare Tr Fund
- EIN
- 010757287
- Address
- 560 N Nimitz Hwy Ste 114b, Honolulu, HI, 96817-5380
- State
- Hawaii
- Mission
- The plan is designed to provide benefits for eligible participants of the plan, such as medical, dental, prescription drugs, chiropractic, vision and life insurance. (as filed on the Form 990)
- Activity (NTEE)
- Y43 Mutual and membership benefit
- IRS classification
- 501(c)09 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Mutual & Membership Benefit
- Size band
- 8 (IRS master file code)
- Formed
- 2002
- Principal officer
- Patrick K Loo (as named on the Form 990)
- IRS ruling date
- 1 November 2005
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 5, latest 2023
Most connected
Longest observed on the filings
≥8years on the filingsFrank Jorgensen
≥8years on the filingsGwen Rulona
≥8years on the filingsPatrick K LOO
≥8years on the filingsPenny Schumacher
Latest return
year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.- Total assets
- $26.8m
- Total liabilities
- $4.7m
- Net assets or fund balances
- $22.1m
- Contributions and grants received
- $0
- Program service revenue
- $22.6m
- Employees
- 0