Afl Hotel & Restaurant Workers Health & Welfare Trust Fund
501(c)(9)
Only null% goes to programs Strong reserves Growing revenue
Afl Hotel & Restaurant Workers Health & Welfare Trust Fund is a 501(c)(9) organization based in Honolulu, Hawaii, registered in 1956, with $159,468,470 in FY2024 revenue. CharityIndex grades it A.
560 N Nimitz Hwy Ste 209, Honolulu, HI, 96817 EIN 99-6008823 Since 1956
Revenue (FY2024)
$159.5M
▲ 6.7% vs prior year
Expenses (FY2024)
$125.5M
Net assets
$194.5M
Employees
0
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
A
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Afl Hotel & Restaurant Workers Health & Welfare Trust Fund— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
AFinancial health25% of the rating19 mo reserves · +21% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Afl Hotel & Restaurant Workers Health & Welfare Trust Fund: 19 mo reserves · +21% margin earns a A on this criterion. See the exact thresholds →
A+Governance25% of the rating6 of 6 checks met
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. For Afl Hotel & Restaurant Workers Health & Welfare Trust Fund: 6 of 6 checks met earns a A+ on this criterion. See the exact thresholds →
ATransparency10% of the rating4 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Afl Hotel & Restaurant Workers Health & Welfare Trust Fund: 4 of 5 disclosure signals earns a A on this criterion. See the exact thresholds →
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Mission
To provide health & welfare benefits to eligible participants as prescribed by the plan
What they do
Provide insured health benefits to eligible participants and their dependents
Contact & location
Financial trends
Revenue grew from $95.6M (FY2013) to $159.5M (FY2024) across 12 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $3.0MNet assets $194.5M
Operating margin
21.3%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$197.5M
Total liabilities
$3.0M
Net assets
$194.5M
Salaries & benefits
$0
0% of expenses
Board members
6
6 independent
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $159,468,470▲6.7% | $125,522,342▲8.1% | $194,493,570▲22.8% | $197,474,805▲22.9% | 990 |
| 2023 | $149,419,239▲14.6% | $116,098,542▲11.1% | $158,446,577▲29.7% | $160,699,492▲29.3% | 990 |
| 2022 | $130,348,826▲31.1% | $104,543,421▲20.9% | $122,146,914▲19.4% | $124,317,337▲20.8% | 990 |
| 2021 | $99,432,063▲38.9% | $86,440,437▼25.3% | $102,302,845▲15.0% | $102,892,443▲14.5% | 990 |
| 2020 | $71,574,306▼44.0% | $115,746,551▼2.2% | $88,996,923▼31.4% | $89,846,055▼32.1% | 990 |
| 2019 | $127,854,848▲15.9% | $118,328,586▲4.5% | $129,739,559▲12.2% | $132,403,421▲14.5% | 990 |
| 2018 | $110,337,788▲0.1% | $113,221,779▲9.2% | $115,630,289▼4.0% | $115,630,289▼4.0% | 990 |
| 2017 | $110,196,574▲6.2% | $103,679,934▲6.4% | $120,419,589▲5.7% | $120,420,314▲5.5% | 990 |
| 2016 | $103,798,517▲3.2% | $97,415,847▲4.6% | $113,902,948▲5.9% | $114,190,009▲5.7% | 990 |
| 2015 | $100,563,220▲2.6% | $93,153,485▲8.4% | $107,520,278▲7.4% | $107,986,770▲7.2% | 990 |
| 2014 | $97,971,494▲2.5% | $85,956,372▲0.9% | $100,110,543▲13.6% | $100,733,053▲14.3% | 990 |
| 2013 | $95,578,865 | $85,191,397▲6.1% | $88,095,421▲13.4% | $88,123,104▲13.3% | 990 |
| 2012 | — | $80,302,338▲1.2% | $77,707,953▲14.6% | $77,744,625▲14.5% | 990 |
| 2011 | — | $79,380,841▲9.6% | $67,836,609▲8.1% | $67,912,206▲8.1% | 990 |
| 2010 | — | $72,434,306 | $62,758,230 | $62,839,646 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Leadership & compensation (FY2024)
| Name | Title | Hours/week | Compensation |
|---|---|---|---|
| Cade Watanabe | Labor Trustee | 0.5 | — |
| Delaine Bauer | Alt Management Trustee | 0.5 | — |
| Doryne Jardine | Labor Trustee | 0.5 | — |
| Eileen Caldwell | Management Trustee | 0.5 | — |
| Eric Gill | Labor Trustee | 0.5 | — |
| Gemma Weinstein | Alt Labor Trustee | 0.5 | — |
| Gulshanjit Walia | Alt Management Trustee | 0.5 | — |
| Julie Nakayama | Management Trustee | 0.5 | — |
| Julie Walker | Management Trustee | 0.5 | — |
| Marsha Bruhn | Alt Labor Trustee | 0.5 | — |
| Morgan Evans | Alt Labor Trustee | 0.5 | — |
Top vendors & contractors (FY2024)
| Contractor | Services | Paid |
|---|---|---|
| Pacific Southwest Administrators | Medical Claims Administrator | $2,115,873 |
| Benefit Risk & Management Services | Plan Administrator | $921,538 |
| Hawaii Dental Service | Dental Claims Administrator | $340,049 |
| Rael & Letson | Consultant/actuary | $327,405 |
| Express Scripts | Drug Pharmacy Benefits Manager | $208,622 |
Frequently asked questions
- Is Afl Hotel & Restaurant Workers Health & Welfare Trust Fund a legitimate nonprofit?
- Yes. Afl Hotel & Restaurant Workers Health & Welfare Trust Fund is a 501(c)(9) organization registered with the U.S. Internal Revenue Service under EIN 99-6008823, based in Honolulu, Hawaii.
- What is Afl Hotel & Restaurant Workers Health & Welfare Trust Fund's EIN?
- Afl Hotel & Restaurant Workers Health & Welfare Trust Fund's Employer Identification Number (EIN) is 99-6008823.
- How much revenue does Afl Hotel & Restaurant Workers Health & Welfare Trust Fund report?
- Afl Hotel & Restaurant Workers Health & Welfare Trust Fund reported $159,468,470 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Afl Hotel & Restaurant Workers Health & Welfare Trust Fund have?
- CharityIndex grades Afl Hotel & Restaurant Workers Health & Welfare Trust Fund A, based on financial health (reserves and operating margin).
- How much does Afl Hotel & Restaurant Workers Health & Welfare Trust Fund's highest-paid employee make?
- The highest reported compensation on Afl Hotel & Restaurant Workers Health & Welfare Trust Fund's latest Form 990 is $0, paid to Cade Watanabe (Labor Trustee).
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Data for Afl Hotel & Restaurant Workers Health & Welfare Trust Fund (EIN 99-6008823) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.