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TRUSTEES INSURANCE FUND LOCAL 83

CLIFTON PARK, NY · EIN 141435258 · Form 990 · FY2024 · Medium ($1M-$10M) · smartlu83.org
revenue
$6.8M
expenses
$5.9M
net assets
$19.3M
employees
0
mission · from form 990

THE FUND'S MISSION IS TO PROVIDE PARTICIPATING MEMBERS AND CERTAIN DEPENDENTS WITH THE FOLLOWING BENEFITS: LIFE INSURANCE, ACCIDENTAL DEATH & DISMEMBERMENT, HOSPITAL AND MAJOR MEDICAL EXPENSES, PRESCRIPTIONS, DENTAL EXPENSES, VISION AND HEARING EXPENSES AND OTHER MISCELLANEOUS BENEFITS.

profile · synthesized from sources

Sheet Metal Workers Local 83 is a labor union representing over 500 sheet metal workers in 15 counties across upstate New York. The union negotiates wages, benefits, and working conditions for its members, provides apprenticeship training and ongoing skills development, and connects contractors with qualified journeymen and apprentices. It is part of the International Association of Sheet Metal, Air, Rail & Transportation Workers (SMART).

named programs · 3 · from sources

What they call their work

Apprenticeship Program
Five-year training program that allows individuals to earn while they learn, providing classroom instruction and on-the-job training in sheet metal work
Journeyperson Upgrade Training
Continuing education and skills enhancement programs for current sheet metal workers to maintain certifications and learn new techniques
Welder Certification Renewal
Program to maintain AWS welding certifications every 6 or 12 months as required by industry standards
activities · 6 groups

What they do

  • Union-Affiliated Trade Apprenticeship & Training 2 activities
    • Operates a five-year apprenticeship training program
      Runs an apprenticeship program that combines paid on-the-job training with classroom instruction, providing a pathway to job security and advancement in the sheet metal trade.
    • Provides continuing skills training for journeypersons and apprentices
      Offers free upgrade and skills enhancement training programs for both apprentice and journey-level members to maintain high standards of craftsmanship and industry readiness.
  • Union and Association Benefit Funds 2 activities
    • Provides access to pension and annuity plans for members
      Administers pension plans and annuities as part of the benefits package available to union members.
    • Provides health and life insurance benefits to members and dependents
      Offers life insurance, accidental death and dismemberment coverage, and medical benefits including hospital, prescription, dental, vision, and hearing expenses to participating members and their dependents.
  • Union-Linked Educational Scholarships 1 activity
    • Conducts apprentice skill competitions and recognition
      Supports workforce development through participation in regional apprentice contests and recognition of outstanding performance, such as perfect attendance awards.
  • Industry and Community Recognition Awards 1 activity
    • Hosts member recognition and retirement events
      Organizes annual awards ceremonies and retirement dinners, including the 128th Service Awards Ceremony and Retirement Dinner on September 27, 2025, and a December 15, 2025 event honoring retirees.
  • Regular Membership Meetings 1 activity
    • Hosts regular union meetings for members
      Convenes monthly union meetings for members on scheduled Thursdays in 2026 to facilitate communication and engagement.
  • Unionized Construction Trade Advancement 1 activity
    • Supplies skilled sheet metal workers to contractors
      Refers qualified sheet metal mechanics and apprentices to over 30 local contractors for work in HVAC, ductwork, kitchen equipment, and related trades across 15 counties in New York.
financials · form 990 · fy2024
revenue
Total revenue$6.81M
Contributions & grants$00%
Program service revenue$6.10M90%
Investment income$715K10%
Other revenue$0
expenses
Total expenses$5.89M
Program expenses
Admin / overhead
Fundraising
Salaries & benefits$0
Grants paid out$0
Largest expense lineProfessional Fees
balance sheet
Total assets$19.79M
Cash$1.88M
Investments$16.74M
Liabilities$479K
Net assets$19.31M
Liquid reserves37.9 mo
3 years on record · 2020–2024 · YoY revenue +9.5%
leadership · form 990 part vii · fy2024

Who runs it

board members · 6
  • CORY RIFENBERICK — TRUSTEE
  • GERALD JANNICELLI — TRUSTEE
  • JUSTIN KOEHLER — TRUSTEE
  • ROBERT MONAHAN — TRUSTEE
  • SID HUDSON — TRUSTEE
  • WILLIAM MATTFELD — TRUSTEE
relationships · 34

Who they work with

  • A.W Farrell & Son, Inc. Partner — Contractor partnered with Local 83 for sheet metal work
  • Ackroyd Metal Fabricators, Inc. Partner — Contractor partnered with Local 83 for sheet metal work
  • Cerniglia Metals, LLC. Partner — Contractor partnered with Local 83 for sheet metal work
  • Construction Force Services, Inc. Partner — Contractor partnered with Local 83 for sheet metal work
  • H.T. Lyons Partner — Contractor partnered with Local 83 for sheet metal work
  • ITI – International Training Institute Partner — Partner providing training resources and online classes for skill development.
  • International Association of Sheet Metal, Air, Rail & Transportation Workers Network — Local 83 is affiliated with the International Association, providing access to over 180,000 members.
  • International Association of Sheet Metal, Air, Rail and Transportation Workers (SMART) Network — Local 83 is part of the International SMART union, as evidenced by leadership appointments and naming conventions.
  • J.E. Monahan Metals, Inc. Partner — Contractor partnered with Local 83 for sheet metal work
  • J.H. Bennett, Inc. Partner — Contractor partnered with Local 83 for sheet metal work
  • John W. Danforth Company Partner — Contractor partnered with Local 83 for sheet metal work
  • K&L Plumbing & Heating INC. Partner — Contractor partnered with Local 83 for plumbing, heating, and sheet metal work
  • Kasselman Electric Partner — Contractor partnered with Local 83 for electrical and sheet metal work
  • Kleeberg Sheet Metal Inc. Partner — Contractor partnered with Local 83 for sheet metal work
  • LK Sheet Metal Partner — Women-owned contractor partnered with Local 83 for sheet metal work
  • MCD Metal, LLC. Partner — Contractor partnered with Local 83 for sheet metal work
  • Mechanical Testing, Inc. Partner — Women-owned contractor partnered with Local 83 for testing and balancing services
  • Monahan & Loughlin, LLC. Partner — Contractor partnered with Local 83 for sheet metal work
  • NPF – Sheet Metal Workers National Pension Fund Partner — Partner organization administering pension benefits for members.
  • New York State Department of Labor Government — State agency that approves apprenticeship standards and oversees compliance.
  • Northeastern Air Quality, Inc. Partner — Contractor partnered with Local 83 for testing and balancing services
  • Postler & Jaeckle Corp. Mechanical Contractors Partner — Contractor partnered with Local 83 for mechanical and sheet metal work
  • SLOCUM-WEBBER GROUP Partner — Women-owned contractor partnered with Local 83 for sheet metal work
  • SMART-NERC Network — Local 83 is affiliated with SMART-NERC and co-publishes newsletters and announcements.
  • SMART-NERC Network — Produces and distributes the SMART-NERC newsletter, indicating affiliation with the regional network.
  • SMWIA – Sheet Metal Workers International Association Network — Member of the Sheet Metal Workers International Association.
  • SMWLU #83 JATC Partner — Joint Apprenticeship and Training Committee that administers training and recognizes apprentice performance.
  • SSM Industries, Inc. Partner — Contractor partnered with Local 83 for sheet metal and steel work
  • Sandhu Contracting, Inc. Partner — Contractor partnered with Local 83 for sheet metal work
  • Savignano Construction Services. Partner — Women-owned contractor partnered with Local 83 for construction services
+ 4 more
strategies · 3

How they approach the work

Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.

  • Earn-While-You-Learn Apprenticeship Model
    methodology: earn-while-you-learn apprenticeship
    By providing free apprenticeships that pay participants during training, we increase access to skilled labor careers and promote long-term workforce retention, because financial sustainability during training reduces barriers to entry and strengthens commitment.
  • Integrated Benefits Model
    methodology: integrated_benefits_model
    By consolidating health and insurance benefits into a single trust-funded structure, we improve member access and continuity of care, because integrated coverage reduces administrative friction and ensures stable, long-term support for workers and their families.
  • Performance Recognition in Workforce Development
    methodology: performance_recognition_in_training
    By publicly recognizing individual achievements in training programs, we reinforce motivation and program engagement, because acknowledgment of progress fosters pride, peer accountability, and sustained participation.