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SHEET METAL WORKERS LOCAL 46 HEALTH FUND

ROCHESTER, NY · EIN 160760551 · Form 990 · FY2024 · Medium ($1M-$10M) · smw46.com
revenue
$9.1M
expenses
$8.4M
net assets
$13.1M
employees
3
mission · from form 990

PROVIDE GROUP BENEFITS FOR HOSPITALIZATION, SURGICAL, AND MEDICAL CARE; LIFE; DENTAL; ACCIDENT; AND HEALTH BENEFITS FOR MEMBERS.

profile · synthesized from sources

SHEET METAL WORKERS LOCAL 46 HEALTH FUND is a union-affiliated health benefits fund providing medical, surgical, hospital, dental, life, and accident coverage to members of Sheet Metal Workers Local 46 in Rochester, NY. It operates as part of a broader union structure that also supports apprenticeship training, retirement benefits, and member wellness programs. The fund serves union members and their dependents who work in the sheet metal industry across Monroe and surrounding counties.

named programs · 4 · from sources

What they call their work

Health Screening Research Program
Provides health screenings for SMART members with 20+ years of service to monitor and prevent asbestos-related complications from workplace exposure
Identity Theft Repair and Restoration Services
Provides identity theft protection and recovery services to SMART Local 46 members through a partnership with ID Resolution
Local 46 JATC Apprenticeship Program
Training program for individuals seeking to enter the sheet metal industry, requiring high school diploma or GED and residency in one of six designated NY counties
Sheet Metal Workers’ Scholarship Fund
Offers college scholarships to active members, covered employees, and their dependents for full-time undergraduate study at accredited institutions
activities · 3 groups

What they do

  • Union-Affiliated Trade Apprenticeship & Training 2 activities
    • Delivers safety training programs for union members
      Provides comprehensive safety training including OSHA 10/OSHA 30, asbestos and lead awareness, shop safety, first-aid CPR, cranes and derricks, NFPA 70e, and confined space training to ensure safe working conditions for sheet metal workers.
    • Provides workforce training and apprenticeship programs
      Operates a 5-year apprenticeship program consisting of 10,000 hours of on-the-job training and classroom instruction two evenings per week, covering all aspects of the Sheet Metal and HVAC industry. Offers advanced training in HVAC, welding, CAD, TAB, digital controls, field installation, shop layout and fabrication, project management, foreman and supervisor roles, and detailing stamps.
  • Union and Association Benefit Funds 1 activity
    • Administers health and welfare benefits for union members
      Provides group health, dental, life, accident, hospitalization, surgical, and medical care benefits to sheet metal workers and their families. Serves members in upstate New York counties including Livingston, Monroe, Ontario, Seneca, Wayne, and Yates.
  • Union-Linked Educational Scholarships 1 activity
    • Awards scholarships for undergraduate study
      Funds 34 annual scholarships of $6,000 per year for up to four years, 20 one-year $4,000 scholarships, and one $5,000 one-year scholarship to support union members and their dependents pursuing undergraduate education.
financials · form 990 · fy2024
revenue
Total revenue$9.12M
Contributions & grants$00%
Program service revenue$8.27M91%
Investment income$669K7%
Other revenue$181K
expenses
Total expenses$8.40M
Program expenses
Admin / overhead
Fundraising
Salaries & benefits$312K
Grants paid out$0
Largest expense lineCompensation
balance sheet
Total assets$13.50M
Cash$3.69M
Investments$8.87M
Liabilities$357K
Net assets$13.14M
Liquid reserves17.9 mo
6 years on record · 2019–2024 · YoY revenue +8.1%
leadership · form 990 part vii · fy2024

Who runs it

board members · 6
  • ANTHONY VALENTI JR — TRUSTEE
  • GAVIN VOGT — TRUSTEE
  • JOHN PATTERSON — TRUSTEE
  • JONATHAN PERNA — TRUSTEE
  • KATE HILDEBRANDT — TRUSTEE
  • MICHAEL MCARDLE — TRUSTEE
relationships · 6

Who they work with

  • ID Resolution Partner — Provides identity theft repair and restoration services to SMART Local 46 members.
  • SHEET METAL WORKERS LOCAL 46 Government — Administers the union label system in coordination with the health fund to protect wages, jobs, and benefits.
  • SMART Network — Member union of the SMART (Sheet Metal Workers' International Association) organization.
  • SMART Network — Member union of the Sheet Metal Workers' International Association (SMART), participating in shared programs such as the Health Screening Research Program.
  • SMWI Scholarship Programs Partner — Administers scholarship programs for dependents and members of SMART Local 46.
  • Sheet Metal JATC of Rochester Partner — Joint Apprenticeship and Training Committee that administers the apprenticeship program in partnership with Local #46.
strategies · 4

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-and-Learn Training Model
    methodology: earn-and-learn training model
    By combining structured classroom instruction with on-the-job training, the fund develops skilled sheet metal workers, because integrating paid work experience with formal education improves skill retention, job readiness, and career longevity.
  • Group Benefits Model
    methodology: group_benefits_model
    By providing comprehensive health and welfare benefits to union members, the fund supports their well-being and financial security, because stable access to healthcare reduces economic vulnerability and improves long-term health outcomes.
  • Mutual Member Support Model
    methodology: mutual_member_support
    By operating on a mutual support model among members, the fund strengthens collective benefits and representation, because shared responsibility and solidarity increase participation and sustain benefit systems over time.
  • Occupational Health Research for Prevention
    methodology: occupational-health-research
    By participating in health screening research on asbestos exposure, the fund prevents asbestos-related complications among long-term members, because early data collection enables proactive medical intervention and informs safety policy improvements.