2026-04-17T08:12:09-05:00 2025-06-30 161131146 BONADIO & CO LLP 171 SULLYS TRAIL PITTSFORD NY 14534 990 2024-07-01 160760551 SHEET METAL WORKERS LOCAL 46 HEALTH FUND SHEE 5854580400 244 PAUL ROAD ROCHESTER NY 14624 ANTHONY VALENTI JR TRUSTEE/FUND MANAGER 5854580400 2026-04-16 1 0 DAWN MINEMIER P01339753 5853811000 2024 2025-03-06 01:10:19Z ANTHONY VALENTI JR 244 PAUL ROAD ROCHESTER NY 14624 18165372 0 X HTTP://WWW.SMW46.COM X 1950 NY PROVIDE GROUP BENEFITS FOR HOSPITALIZATION, SURGICAL, AND MEDICAL CARE; LIFE; DENTAL; ACCIDENT; AND HEALTH BENEFITS FOR MEMBERS. 6 6 3 0 0 0 0 0 7836522 8271323 415875 669100 186480 180750 8438877 9121173 0 0 6172574 7046727 271083 312188 0 0 0 848708 1041765 7292365 8400680 1146512 720493 12732866 13496783 376588 357295 12356278 13139488 PROVIDE GROUP BENEFITS FOR HOSPITALIZATION, SURGICAL, AND MEDICAL CARE, LIFE, DENTAL, ACCIDENT, AND HEALTH BENEFITS FOR MEMBERS. 0 0 PROVIDE GROUP BENEFITS FOR HOSPITALIZATION, SURGICAL AND MEDICAL CARE, LIFE, DENTAL, ACCIDENT AND HEALTH BENEFITS FOR MEMBERS. 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 1 3 1 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X ANTHONY VALENTI JR 5854580400 244 PAUL ROAD ROCHESTER NY 14624 X ANTHONY VALENTI JR TRUSTEE 1.00 X 0 0 0 KATE HILDEBRANDT TRUSTEE 1.00 X 0 0 0 GAVIN VOGT TRUSTEE 1.00 X 0 0 0 JOHN PATTERSON TRUSTEE 1.00 X 0 0 0 MICHAEL MCARDLE TRUSTEE 1.00 X 0 0 0 JONATHAN PERNA TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 900099 7642282 7642282 SELF-PAY CONTRIBUTIONS 900099 629041 629041 8271323 426441 426441 9286858 9044199 242659 242659 242659 REIMBURSED OFFICE EXPENSES 561000 180750 180750 180750 9121173 8452073 0 669100 7046727 174112 48642 73985 15449 63442 53047 53439 64521 28387 72081 34892 4589 12495 3467 ADMINISTRATIVE FEES 435858 SURCHARGE, PUBLIC GOODS 204551 PCORI FEES 5844 DUES 5152 8400680 1530440 432857 4226132 3252460 620795 681127 24571 25120 137290 127913 20759 9377 6112314 8866066 197855 229776 12732866 13496783 32941 123665 343647 233630 376588 357295 X 12356278 13139488 0 0 0 0 12356278 13139488 12732866 13496783 720493 62717 0 X X 0 1 X 1 0 137290 127913 9377 9377 DUE TO AFFILIATE 233630 233630 X 8949701 62717 62717 8886984 53439 180750 234189 9121173 8166491 0 8166491 53439 180750 234189 8400680 PART X, LINE 2: FOR EMPLOYEE BENEFIT PLANS, THEIR TAX-EXEMPT STATUS ITSELF IS DEEMED TO BE AN UNCERTAINTY, SINCE EVENTS COULD POTENTIALLY OCCUR TO JEOPARDIZE THEIR TAX-EXEMPT STATUS. THE PLAN FILES THE RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) AND THE ANNUAL RETURN/REPORT OF EMPLOYEE BENEFIT PLAN (FORM 5500) IN THE U.S. FEDERAL JURISDICTION. PART XI, LINE 4B - OTHER ADJUSTMENTS: REIMBURSED OFFICE EXPENSES 180,750. PART XII, LINE 4B - OTHER ADJUSTMENTS: REIMBURSED OFFICE EXPENSES 180,750. FORM 990, PART VI, SECTION A, LINE 7A TRUSTEES CONSIST OF EMPLOYER AND UNION REPRESENTATIVES SELECTED BY THE SHEET METAL AND AIR CONDITIONING CONTRACTORS' NATIONAL ASSOCIATION AND THE UNION THAT HAVE ENTERED INTO THE COLLECTIVE BARGAINING AGREEMENTS RELATING TO THE PLAN. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEWED BY FUND MANAGER AND TRUSTEES BEFORE PROCESSING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY AT A BOARD OF TRUSTEES MEETING. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND FORM 990 MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: NO CHANGES IN THE PROCESS FOR OVERSIGHT OVER THE AUDIT OF THE FINANCIAL STATEMENT AUDIT.