AFL HOTEL & RESTAURANT WORKERS HEALTH & WELFARE PLAN

EIN: 996008823

HONOLULU, HI

Total Revenue
$149,419,239
Total Expenses
$116,098,542
Total Assets
$160,699,492
Net Assets
$158,446,577
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1955
Legal Domicile
HI
Principal Officer
JULIE WALKERERIC GILL
Phone
8085230199
Tax Period
2023-01-01 to 2023-12-31

AFL HOTEL & RESTAURANT WORKERS HEALTH & WELFARE PLAN, founded in 1955, is a major nonprofit that reported $149.4M in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. The organization ran a surplus of $33.3M, a strong 22% operating margin.

Mission

TO PROVIDE MEDICAL, DENTAL, PRESCRIPTION DRUG, CHIROPRACTIC CARE, VISION, AND DEATH BENEFITS TO ELIGIBLE MEMBERS

Program Service Accomplishments

Program 1
Expenses: $60,841,340

TO PROVIDE SELF FUNDED HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS IN ACCORDANCE WITH TERMS SET FORTH IN THE TRUST AGREEMENTS, RULES AND REGULATIONS OF THE PLAN AND CBA

Program 2
Expenses: $50,817,175

PROVIDE INSURED HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $144,479,688
Investment Income $4,860,734
Other Revenue $78,817
TOTAL REVENUE $149,419,239

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $111,658,515
Other Expenses $4,440,027
TOTAL EXPENSES $116,098,542

Year-over-Year Comparison

2023 2022 Change
Revenue $149,419,239 $130,348,826 +0.1%
Expenses $116,098,542 $104,543,421 +0.1%
Net Income $33,320,697 $25,805,405 +0.3%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
6
Independent Members
N/A
Employees
N/A
Volunteers
N/A

Governance Policies

✓ Conflict of Interest Policy
✓ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
0
$0
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ERIC GILL LABOR TRUSTEE 0.50
Director
$0 $0 $0
JULIE NAKAYAMA MANAGEMENT TRUSTEE 0.50
Director
$0 $0 $0
DORYNE JARDINE LABOR TRUSTEE 0.50
Director
$0 $0 $0
JULIE WALKER MANAGEMENT TRUSTEE 0.50
Director
$0 $0 $0
CADE WATANABE LABOR TRUSTEE 0.50
Director
$0 $0 $0
MORGAN EVANS ALT LABOR TRUSTEE 0.50
Director
$0 $0 $0
GEMMA WEINSTEIN ALT LABOR TRUSTEE 0.50
Director
$0 $0 $0
MARSHA BRUHN ALT LABOR TRUSTEE 0.50
Director
$0 $0 $0
CARLA THOMAS ALT MANAGEMENT TRUSTEE 0.50
Director
$0 $0 $0
EILEEN CALDWELL MANAGEMENT TRUSTEE 0.50
Director
$0 $0 $0
GULSHANJIT WALIA ALT MANAGEMENT TRUSTEE 0.50
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $149,419,239 $116,098,542 $160,699,492 $33,320,697
2022 $130,348,826 $104,543,421 $124,317,337 $25,805,405
2021 $99,432,063 $86,440,437 $102,892,443 $12,991,626
2020 $71,574,306 $115,746,551 $89,846,055 $-44,172,245
2019 $127,854,848 $118,328,586 $132,403,421 $9,526,262
2018 $110,337,788 $113,221,779 $115,630,289 $-2,883,991
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