SASMIIand SASMIII submit
summaries oftheir
annual reports

Re-cap of CLUW
convention held in
Pittsburgh

Vol. 9 No. 2

FDCUS4UNDS
Sheet Metal Workers’ International Association

NTF

Training Experts.
Review NTF’s
Apprentice
Programs
ore than 60 full-time sheet
metal training coordinators
recently attended a one-week
session in Tucson, AZ to review upto-date training problems and
programs.
Three principal aspects of the
discussions concerned the recruitment
of qualified applicants for apprentice­
ship, the management of training
facilities and offices, and the legal
responsibilities of Joint Apprenticeship
and Training Committees.
Some 47 local unions and con­
tractor associations were represented
in the discussions. About a third of
the participants had previously receiv­
ed certificates as qualified graduates of
the National Training Fund Instructor
Training Program.

®

Tiir- nmniic'

International
Pension reciprocal
agreement map

National Health
Fund's Shopping with 4
the Doctor-Part 4
February 1992

a«wu«.K.^ oj v|udiiiidj ^iduuaccs or

the National Training Fund Instructor
Training Program.

“With the diminished
RECOGNITION OF TRADE
JURISDICTIONS, FORCED BY
CUSTOMERS, NON-UNION

CONTRACTORS, AND OTHER

BUILDING CRAFT UNIONS, WE
MUST CROSS TRAIN FOR
‘SYSTEM MECHANICS' AND WE
NEED YOUR HELP TO DO IT."

Jobs! Jobs!

JERRY OLEJNICZAK

NTF Administrator Jerry
Olejniczak briefed the group on the
revision of the NTF’s Service Work
Curriculum and on a recently designed
Service Work Instructor Training
Program. He urged JATCs to develop
a better training program for service
work technicians with an eye toward
gaining more jobs for sheet metal
workers during the slow periods within
the construction industry.
Olejniczak also reviewed the new
apprentice program for hazardous
waste technicians, and discussed the
importance of the NTF’s TAB (Test­
ing, Adjusting and Balancing) and
Welding Certification Programs.
In a discussion of efforts to keep
continued on page 3

SASMI CAP Helps Union Contractors Win Bids
-wa
ow, another graphic
/w
/ illustration of how the
/
/ SASMI CAP program
/ W/
makes it possible for
-*•
v
union contractors to
win bidding contests which provide
jobs for SMWIA members.
Some 18 members of Local 162
have been at work since December
1990 at the job site on a giant General
Mail Facility in Sacramento, CA.
During the same period as many as 10
SMWIA people have been employed
in the shop of Robert A. Walker, Inc.,
a union contractor.
Work for these people on this
job will continue well into the latter
part of 1992.
“The local union people tell me
that without the financial help from
SASMI CAP, all this work would have
been done non-union,” says Louis
Carullo, the SASMI Administrator in
Washington.
The original decision had been
to give the HVAC and architectural
sheet metal work on this very big
postal service project to a non-union
firm from Salt Lake City.
With support from Local 162,
Robert A Walker Inc. protested the

results of the bidding. Then, using
both the SASMI CAP benefits and the
Local’s Equality Fund, Robert A
Walker Inc. was able to make a winning
bid for the job.

SASMI CAP helped a union contract­
or win the job at thia big facility.

How big the project is can be
seen from the fact that there are over
95 tons of metal now “in the air”, and
the amount will rise to nearly 140 tons
when the job is done. In addition,
there are 7,000 feet of architectural
flashing which circles the huge facility
three times.
“We congratulate Local 162 for
its initiative in helping a union
contractor to win a big contract that
means jobs for our people through the

SASMI CAP program,” says SMWIA
President Carlough.
“Everyone knows that jobs are
scarce these days, and in this thin
market we’ve got to use the took at our
command. Thanks to the foresight of
the SASMI trustees, SASMI and its
special CAP program are helping union
contractors compete more successfully.
“Remember, SASMI is here to
help you,” President Carlough reminds
local unions and contractors.
SASMI’s initials stand for the
Stabilization Agreement of the Sheet
Metal Industry. Employers pay 3% of
wages into the SASMI fund, which
helps SMWIA members who may be
jobless or under-employed.
CAP stands for Comprehensive
Assistance to Participants. Under CAP,
eligible employers can arrange for CAP
1/2%—an additional contribution paid
voluntarily by employers—to pick up a
part of the tab for the cost of health,
pension and other benefits for SMWIA
members, thus reducing the contrac­
tor’s costs and permitting lower bids on
highly competitive jobs. (If the con­
tractor happens to make windfall procontinued on page 2

Sasmi Cap

SASMIil

[continued from page 1}

fits on the job, he is obligated to reim­
burse SASMI for at least some of the
costs.)
The Equality Program has been
adopted by many local unions. Under
its provisions
members of a
local union
toss a certain
number of
cents per hour
“into the pot”.
The
contributed
money goes
to members
working on a
job where
Resolution 78
wage conces­
sions have
been needed
to win the
contract for a
union em­
ployer. The Fund helps bring the
income of those members more or less
up to the local average pay.

As they know from first-hand
experience in Local 162, this system
— SASMI CAP and the Equality Fund
— really works: It produces jobs for
SMWIA members. ■

This is the summary of the
annual report of the National
Stabilization Agreement of the Sheet
Metal Industry Trust Fund-II
(“SASMI-II”), EIN 52-1326001, a
supplemental unemployment fund,
for the period of January 1, 1990
through December 31, 1990. The
annual report has been filed with the
Internal Revenue Service, as required
under the Employee Retirement
Income Security Act of 1974
(“ERISA”).
SASMI-II has committed itself
to pay all claims relating to providing
supplemental unemployment benefits
incurred under the terms of the plan.
BASIC FINANCIAL STATEMENT

The new General Mall Facility In
Sacramento, California has big
dimensions. The sheet metal work
Is all union.

SASMI

Summary Annual Report For National
Stabilization Agreement Of Sheet Metal
Industry Trust fund
This is the summary of the
annual report of the National Stabiliza­
tion Agreement of the Sheet Metal
Industry Trust Fund (“SASMI”), EIN
52-1036457, a supplemental unemploy­
ment fund, for the period ofJanuary 1,

Summary Annual Report For National
Stabilization Agreement Of Sheet metal
industry Trust Fund-II

transactions between the plan and
parties-in-interest (that is, persons
who have certain relationships
with the plan).
4. Loans or other obligations that are
in default.

The value of plan assets, after
subtracting liabilities of the plan, was
$6,992 as of December 31, 1990,
compared to $50,733 as ofJanuary 1,
1990. During the plan year the plan
experienced a decrease in its net
assets of $43,741. During the plan
year, the plan had total income of
$422,932, including employer
contributions of $410,529 and
earnings from investments of
$12,403.
Plan expenses were $466,673.
These expenses included $191,653 in
administrative expenses, $263,088 in
benefits paid to participants and
beneficiaries, and $11,932 in other
expenses.
You have the right to receive a
CODV of the filll annual rpnnrt nr mu

and parties-in-interest (that is,
persons who have certain
relationships with the plan).
To obtain a copy of the full
annual report, or any part thereof,
write or call the office of Louis
Carullo, who is plan administrator,
SASMI-II, 601 N. Fairfax Street,
Suite 400, Alexandria, Virginia 22314
at (703) 739-7250. The charge to
cover copying costs will be $3.00 for
the full annual report, or $1.00 per
page for any part thereof.
You also have the right to
receive from the plan administrator,
on request and at no charge, a
statement of the assets and liabilities
of the plan and accompanying notes,
or a statement of income and
expenses of the plan and accompany­
ing notes, or both. If you request a
copy of the full annual report from
the plan administrator, these two
statements and accompanying notes
will be included as part of that report.
The charge to cover copying costs
given above does not include a charge
for the copying of these portions of
the report because these portions are
furnished without charge.
You also have the legally
protected right to examine the annual
report at the main office of the plan
at 601 N. Fairfax Street, Suite 400,
Alexandria, Virginia 22314, and at
the U.S. Department of Labor in
Washington, D.C. or to obtain a
copy from the U.S. Department of
Labor upon payment of copying

The annual report has been filed with
the Internal Revenue Service, as
required under the Employee Retire­
ment Income Security Act of 1974
(“ERISA”).
SASMI has committed itself to
pay all claims relating to providing
supplemental unemployment benefits
incurred under the terms of the plan.

Basic financial statement
The value of plan assets, after
subtracting liabilities of the plan, was
$[4,401,910] as of December 31,1990,
compared to $3,952,830 as ofJanuary
1,1990. During the plan year the plan
experienced a decrease in its net assets
of $8, 354,740. This decrease includes
unrealized appreciation and depreda­
tion in the value of the plan assets at the
end of the year and the value of the
assets at the beginning of the year or
the cost of assets acquired during the
year. During the plan year, the plan
had total income of $41,701,008,
including employer contributions of
$40,048,112, employee contributions of
$0, realized losses of $409,160 from the
sale of assets, and earnings from
investments of $1,292,614, and other
income of $769,442.
Plan expenses were $50,055,748.
These expenses included $5,216,858 in
administrative expenses, $44,838,890 in
benefits paid to partidpants and
benefidaries, and $0 in other expenses.
You have the right to receive a
copy of the full annual report or any
part thereof, on request. The items
listed on Page 2 are induded in that
report
1. An accountant’s report
2. Assets held for investment
3. Fiduciary information, induding

6. Transactions in excess of 3 per­
cent of plan assets.
7. Benefit insurance information
including sales commissions paid
by insurance carriers.
To obtain a copy of the full
annual report, or any part thereof, write
or call the office of Louis Carullo, who
is plan administrator, SASMI, 601 N.
Fairfax Street, Suite 400, Alexandria,
Virginia 22314 at (703) 739-7250. The
charge to cover copying costs will be
$3.00 for the full annual report, or $1.00
per page for any part thereof.
You also have the right to receive
from the plan administrator, on request
and at no charge, a statement of the
assets and liabilities of the plan and
accompanying notes, or a statement of
income and expenses of the plan and
accompanying notes, or both. If you
request a copy of the full annual report
from the plan administrator, these two
statements and accompanying notes will
be induded as part of that report The
charge to cover copying costs given
above does not indude a charge for the
copying of these portions of the report
because these portions are furnished
without charge.
You also have the legally pro­
tected right to examine the annual
report at the main office of the plan at
601 N. Fairfax Street, Suite 400,
Alexandria, Virginia 22314, and at the
U.S. Department of Labor in Washing­
ton, D.C. or to obtain a copy from the
U.S. Department of Labor upon
payment of copying costs. Requests to
the Department should be addressed to
Public Disclosure Room, N4677,
Pension and Welfare Benefits Pro­
grams, U.S. Department of Labor, 200
Constitution Avenue, N.W., Washing­
ton, D.C. 20216. ■

pdXL UACXCCH, UU
A AiC 1LCIAAJ
listed below are included in that
report.
1. An accountant’s report.
2. Fiduciary information, including
transactions between the plan

Disclosure Room, N4677, Pension
and Welfare Benefits Programs, U.S.
Department of Labor, 200 Constitu­
tion Avenue, N.W., Washington,
D.C. 20216. ■

FDCUS®FUNDS
Sheet Metal Workers International
Trust

SASMI-Stabillzatlon Agreement of the
Sheet Metal Industry

Sheet Metal Workers National Health
Trust Fund

SASMI ll-Stabillzatlon Agreement of the
Sheet Metal Industry-ll
Edward F. Carlough Plaza
601 N. Fairfax St., Suite 400
Alexandria, VA 22314
(703) 739-7250 1-8008580354
Louis Carullo, Administrator

Sheet Metal Workers National Pension
Fund
SMW+

National COLA Fund
Edward F. Carlough Plaza
601 N. Fairfax St., Suite 500
Alexandria, VA 22314
(703)7397000 1-800-231-4622
For Plan Participants Only
Walter W. Carlough, Fund Administrator
National Training Fund for The Sheet
Metal and Air Conditioning Industry
Edward F. Carlough Plaza
601 N. Fairfax St., Suite 240
Alexandria. VA 22314
(703) 739-7200
Gerald Olejnlczak, Administrator

National Energy Management Institute
Edward F. Carlough Plaza
601 N. Fairfax St., Suite 160
Alexandria, VA 22314
(703) 739-7100
James T. Golden, Administrator

Sheet Metal Occupational Health
Institute
1750 New York Avenue, N.W.
Washington, D.C. 20006 - 5386
(202) 783-5880
Gary Briggs, Administrator

Alcohol, Substance Abuse Employee
Assistance Program
1750 New York Avenue, N.W.
Washington, D.C. 20006 - 5386
(202) 662 0886
John “Jack” McCabe, Director

Change of Address coupons should be sent
to: Focus on Funds,

1750 New York Avenue, N.W.
Washington, D.C. 20006-5386.
Published monthly by the Sheet Metal
Workers' International Association, and
mailed third class postage in the U.S.

Subscription price: $10.00 per year.
Printed in U.S.A.

Focus On Funds, February 1992

■■■MhuauuMmum

tin 111 i uliihul i iiuuimri

[continued from page 1]
increasing the effectiveness of appren­
tice training, the NTF Administrator
brought the group up to date on the
program for CAT - Concentrated
Apprentice Training, in which booklearning sessions are grouped in two or
more week-long programs a year. He"

The conference allowed more than
60 training coordinators the oppor*
tunity to exchange Ideas mutually
beneficial to their respective
training programs. Seated left to
right: Richard Gatewood, Dallas/
Fort Worth and Clarence Neese,
Washington, DC.

also discussed a new study conducted
by Ohio State University for measuring
the competency of apprentices.
Other discussions at the meetings
involved the SMWIA’s Youth to Youth
Program, the status of women in
apprenticeship programs, and the study
conducted for the NTF by the Richard
Day Research Associates on the
attitudes of Sheet Metal Apprentices.
Tony Swoope, a fellow sheet
metal worker who serves as the Acting
Director of the Federal Bureau of
Apprenticeship and Training, and
William EL Ecklund, Counsel for the
NTF, generated some very enthusiastic
discussions on training issues. 3

SMWL4 Women at CLUWConvention
Examine Progress in Industry
ix Sheet Metal women attendthe skilled construction trades.
tended the recent 6th biennial
CLUWs Committee on
convention of the Coalition
Women in Non-Traditional Jobs,
of Labor Union Women (CLUW) inchaired by Lynn MacDonald of the
Pittsburgh.
Sheet Metal Occupational Health
The CLUW convention, which
Institute and member of Local 33,
drew more than 1,200 delegates and
Clarksburg, WV, sponsored the
guests, featured a special session on
fashion show.
pre-retirement planning for working
Gloves, shoes, overalls, and
women.
respirators, among others, are difficult
A real hit of the convention was
for some women to find in properly
a fashion show of clothing for women
fitting sizes. The items modeled in
in jobs where, until recently, it was
the photos were provided by Deborah
unusual for women to work. Referred
Evans Crawford, who runs a women’s
to as non-traditional”, work in the
work clothing outlet, “Workables for
construction sector, including sheet
Women,” in Clinton, Pa. (412-899metal, is attracting more and more
3555). Crawford sells only Americanwomen.
made and - whenever she can locate
Job satisfaction, pride in the
them - union-made items.
craft, wages and benefits are singled
Sheet Metal delegates to the
out by the sheet metal journey-level
convention included Joyce Hayward,
women as strong drawing points to
Local 17, Boston; Mary Kirby, Local
the industry.
88, Las Vegas; Sue Silverstein, Local
Work clothing sized to fit
18, Milwaukee; Layne Carlough
women, however, has not caught up
McCarthy, Local 28, New York; and
with the interest of women in joining
Lynn MacDonald, who was also re-

©

Joyce Hayward of Local 17 and Sue
Silverstein of Local 18 model gear
prior to "fashion show" of clothing
and equipment for women in nontraditional jobs.

SHverat^

8th Wenntal convention, from left: Lynn MacDonald,
Lo«il 17, Boaton; Sue

Mary Klrtiy, Local 88, Las Vegas; Amy
nice, NEMI, and Layne Carlough McCarthy, attorney and Local 28, New York.

elected to CLUW’s National Execu­
tive Board.
This was the largest sheet metal
delegation yet to attend a CLUW
convention.
In addition, a joint booth
sponsored by SMOHI, NEMI and
NTF gave the sheet metal industry
significant promotion. NEMI’s Amy
Price staffed the booth throughout the
convention. 3

NATIONAL PENSION FUND

International Pension Reciprocity Agreement Map

ME

^242

545

NH

SD

MA

18
213

C
14
5
27,28

12

CO

lam 1,73,
91,115,218,
219,mi 265

WV
400

312

100

268

TN

249

MS
406

361

ALASKA
72

© HAWAII

Hie local union pension funds appearing on this map with a sad face have not vet signed either Pari A
or Part I of the International Reciprocal Agreement for Pension Funds. While they may also belong to
the National Pension Fund, it should be darified that the sod face mdiartes that their LOCAL PENSION
FUND has not yet signed the aforementioned redproctd agreement.

©

In some cases where locals are merged, me number that appears is
the old local union pension trust lima.

Locols/locoi pension funds appearing with a happy face have signed part A and/or Part B of the
International Reciprocal Agreement for Pension Funds.

Focus On Funds, February 1992

o

NATIONAL HEALTH FUND

Shopping With The Doctor
Understanding Labels - 4
[Editors Note: Focus On Funds visits regularly -with Dr. Jeffrey I. Barke, a family physician
in Orange County, California, about bow good nutrition can help prevent serious illness. The
conversations with Dr. Barke are conducted by Godfrey Harris, a consultant in Los Angeles.
Ifyou have questions about how food might be affecting your health, write Focus On Funds,
Shopping with the Doctor, 1150 New York Avenue, N.W., Washington, DC 20006]
Focus on Funds (FOF): The last time

we talked you mentioned that while food
labeled “fat and cholesterolfree” might seem
very healthy, there is a danger that these
foods might overload us an too many calories
from sugar or add too much salt to our diet.
Barite: That’s right People attracted

to low fat and low cholesterol products
tend tn eat way too much at a sitting.
They may end up putting wrong things
into their systems in substitution for the
right things they keep out. Only a
balanced diet leads to lower risk of
heart disease. You want to have clean
arteries - cl£ar of too much fat or
cholesterol - if your heart has to work
overtime pushing large amounts of
blood to all points of an overweight
body.
FOF: Do you have any tips an making sure
you don’t eat too much at one sitting?

people gobble down a complete meal
in under 20 minutes, they probably
have taken in enough calories to fuel
their activities, but they may still feel
hungry. So they ask for seconds or
continue nibbling on bread or candy
and end up consuming way too many
calories.
FOF: That sounds like an easy rule to
follow. Would it work ifI had some carrots
or celery about 10 minutes bfore sitting
down to dinner?
Barke: Absolutely. Try it The little

bit of food begins to signal the brain
that starvation is not imminent It is
enough to get you to eat less at the
meal. But don’t get sloppy and substi­
tute something high in fat and choles­
terol like chips and beer for the carrots
and celery.
FOF: Got it. What’s the second rule you

Barke: A couple people have told me

about two rules of thumb they use that
works for them. While I can’t vouch
for the scientific basis for the rules, they
make a lot of sense. The first is the
RULE OF 20 MINUTES. We know
that it takes time for signals to travel
from the stomach to the brain to tell a
person that he or she is getting full. If

mentioned?
Barke: The RULE OF THE TWO

FISTS. Never eat more food at one
sitting than represented by your two
fists. Try it Make your hands into
fists and hold them in front of you over
an imaginary plate. This represents the
amount of food - if it were piled into

two mounds - that you should end up
eating at any single meal. It isn’t an
exact measurement of calories or the
number of ounces consumed, but it
does give you a good visual picture to
avoid overloading a plate when serving
someone else or working a salad bar for
yourself.

ents, that’s fine, but realize that the
product itself isn’t fresh. It may contain
numerous chemicals to retain flavor and
preserve appearance. Also watch the
dates on dairy products and bakery
goods in terms of when you expect to
consume the products. If you freeze
milk or bread, try to use them within six
months.

FOF: Ifthe actual size ofa single “serving”

identified an a label can foolyou, is there
anything else an a label that we ought to
keep an eye on?

FOF: What about all this other gobblede­
gook on the labels-tbe ingredients and the
vitamins?

Barke: Yes. Make sure you UNDER­

Barke: Let’s tackle these subjects on

STAND everything on the label in
terms of what you and your family need
for good nutrition. If the label doesn’t
have nutritional information or doesn’t
make sense, I recommend that you
avoid the product Here’s an example
of understanding a label. If it says that
a product is made from fresh ingredi­

our next shopping tour.
FOF: Fine.

[Note: Readers on special diets or
under medical treatment may want to
consult their physician before adopting
any of the ideas in this column.] ■

; Joint Press Release

*

The Sheet Metal Workers' International Association^ AFL-CIO, and Its
^pcatuhlons and Limbach Company, a large national mechanical contracting
Jfj^Joperatihg in Boston, MA, ColUmbus, OH, Pittsburgh, PAkDetroit Ml, Los

^Angeles. CA and Newport Beach, CA, are pleased to announce the settlement
WtThelr long labor dispute involving protracted federal court litigation: '
'
SBf Under the terms of the settlement agreement;the details of which will
Wrotbe disclosed^ the two parties have agreed to offer and.sign collective
bargainingagreements hi all'areas in which Limbach Company performs
Bsheet metal work. This will resume the longstanding and prosperous working
^relationship shared by the parties for almost 85 years, prior to the dispute.

The Company and the Union are confident the settlement negotiated
8$ not only beneficial to them but to the sheet metal industry as well.
<
Limbach Company ;

Sheet Metal workers'
International Association f'L * ।

ft bruary Notices

IMPORTANT REMINDER
FOR SCHOLARSHIP
APPLICANTS
Applicationsfor the 1992-93 Florence
Carlougb Scholarship Awards must be
postmarked no later than March 1,
1992. The correct address for mailing
applications is: The Florence Carlougb

Scholarship Fund, c/oSMWIA, 1150
New York Ave., NW, Washington,
DC 20006-5386

SASMI CAP Helps Union Contractors Win Jobs
page 1

Do You Have a New Address?
We want all members of the Sheet Metal Workers’ International Association
to receive our Focus on Funds. However, we do need your correct and
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Please complete this entire coupon and mail it with the mailing label below
to: Change of Address Department, Focus on Funds, 1750 New York Ave.,
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ANNOUNCEMENT
Focus on Funds is also fteling the eco­
nomic crunch under the Bush Adminis­
tration. Because ofthereduction in hourly
contributionsfor all ofthe Sheet Metal
Trust Funds, this monthly publication
will be kept to four pages to stay within
budget. Important information will,
however, always be reported to keep our
readers up to date about essential pro­
grams and policies. Your comments on
our coverage are always welcome.

WINE

NON-PROFIT
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Edward J. Cartough, Editor

Change of Address
Name
Membership Number

Local

Union Number
New Address

State/Provlnce

Zip Code

Focus On Funds, February 1992