Southwest Service Administrators, Inc.

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Southwest Multi-Craft Health & Welfare Trust Fund

Safety Incentive Ended October 15th 


The Board of Trustees is pleased to provide an annual bonus to those qualified employees who actively promote workplace safety through continued education offered through an approved program of the Safety Incentive Program.

In order to be kept apprised of the Safety Incentive Program on an annual basis, please make sure you notify the Fund Office of any Address Change.  The Fund Office will accept your address change by phone at (800) 432-6636 or (505) 265-8422 or by fax at (505) 266-9358 or by mail or walk-in at 2300 Buena Vista SE, Suite 127, Albuquerque, NM 87106


What classes do I need to take for 2021?

Eight hours of skills upgrade is required annually, except for apprentices

The employee will receive four points for the class,however he or she may not use it to meet the Core Classes requirement or for points if he or she is paid to attend the class.

                                          Amendment No. 3 English                                                            

Examples include: scaffolding, fall protection, forklift, silica, and AED.  For Teamsters, examples include defensive driving, food safety, and equipment mechanics.


You must complete Required Core Classes as listed in any one (1) of the four (4) options below:

  1. An OSHA 10 or 30 hour Safety Class every 3 years plus a Globally Harmonized Systems (GHS) class for a minimum of 3 hours or if already taken the GHS 3-hour class, a 1-hour refresher.

  2. An MHSA approved 24-hour initial training class plus a GHS class for a minimum of 3 hours.If the initial training class has been completed, then an MHSA 8-hour Refresher and a GHS 1-hour refresher class.

  3. An OSHA 10 or 30 hour Safety Class every 3 years plus a HAZWOPER 40-hour class or if already taken the HAZWOPER class, a Hazardous Waste Worker Refresher 1-hour class.

  4. An OSHA 500 Trainer Course in OSHA Standards for Construction for the 1st  year.After the 1st  year, a GHS class for a minimum of 3 hours, of if already taken the GHS 3-hour class, a 1-hour refresher.

Classes on Paid Time:

If your employer pays you for time that you spend in a safety class you will not receive points for that class. However, if it is a Required Core Class, other than skills upgrade, you will not be disqualified from earning points toward a safety incentive bonus.

Frequent Asked Questions

How do I know if I’m eligible for the Safety Incentive Bonus?

Check with the Administrative Office to verify the Labor Agreement under which you work states that your Health and Welfare benefits include the Safety Incentive Program.


Do I have to work a certain number of hours to qualify for the Safety Incentive Bonus?

Yes, Hour Bank Employees must perform work covered by the Labor Agreement for at least 360 hours between November 1, 2020 and August 31, 2021.  Qualified Stationary Employees must perform work covered by the Labor Agreement with contributions to the Fund at least three (3) months between November 1, 2020 and August 31, 2021.


How do I apply for a Safety Incentive Bonus? 

Complete the  Safety Incentive Application(2021) English or Safety Incentive Application(2021) Spanish form and return the application to the Fund Office no later than October 15. All applications must be signed and include copies of proof of the classes taken, such as training cards, certificates and/or transcripts.

Applications only taken from September 1, 2021 thru October 15, 2021.

Is there a deadline to apply?

Yes, all applications must be received by October 15, 2021. The Trustees strongly recommend that you VERIFY that your application has been received by the Fund Office prior to the deadline at (505) 265-8422 or (800) 432-6636


Can I fax information to the Fund Office? Yes, the fax number is (505) 266-9358


If I've taken classes, but have not yet received the cards as proof, what must I supply?

You must contact the Local Union, JATC or class instructor for proof of classes taken and submit this proof with your application.


If I take more classes, will I be rewarded with a larger Safety Incentive Bonus?

Yes, if you provide proof of completion of an additional class from a Qualified Program, you will receive 2 points for every 4 hours of class up to a maximum of 24 points for the plan year. 


When do I need to take classes?

OSHA classes must be taken within the last three Plan years (November 1, 2018 and August 31, 2021).  ** OSHA cards expire three (3) years to the day that is on your card***

All other classes must be completed within the last Plan Year of November 1, 2020 through August 31, 2021.


Can I take Safety classes anywhere or online?

Not generally.  Only classes offered by certain entities and taught by:

US DOL OSHA certified instructors or

US DOL MHSA certified instructors or

the Red Cross or

another certifying entity recognized by the Board of Trustees, such as:

            Any construction industry Union within NM, AZ, West TX or UT

            Any jointly-trusteed training or apprenticeship program in NM, AZ, West TX or UT

            The NM Building Branch, Associated General Contractors; or

            Any Contributory Employer.

An exception to the above mentioned entities and instructors must be approved in advance in writing by the Board of Trustees.


When will the Bonus checks be distributed?

The Bonus checks are generally distributed in early December


What if my application is denied?

You may appeal the denial or calculation of your Safety Incentive Bonus by sending a written request for review to the Board of Trustees at the Fund Office at 2300 Buena Vista SE, Suite 127, Albuquerque, NM 87106.

Your appeal must be submitted within 60 days of receiving a denial or a bonus check.  Your appeal must state clearly and precisely what you want the Board to review, what action you want the Board to take and why you think the Board should so act.