Welcome to the Fund Office website. 

TAX INFORMATION IMPORTANT HEALTH COVERAGE TAX DOCUMENTS Responsible individuals may receive a copy of their Form 1095-B (Health Coverage) by calling our Fund Office at 800.251.4107or 855.450.1875, by emailing a request to hra@uswbenefitfunds.com, or by ma

                                                     TAX INFORMATION 
                      IMPORTANT HEALTH COVERAGE TAX DOCUMENTS 
Responsible individuals may receive a copy of their Form 1095-B (Health Coverage) by calling our Fund Office at 800.251.4107or 855.450.1875, by emailing a request to hra@uswbenefitfunds.com, or by mailing a request to USW HRA Fund, 1101 Kermit Drive, Suite 800 Nashville, TN 37217. Once your request is received, a copy of your Form 1095-B will be furnished within 30 days.

Documents

Document Name Description Category Type Download
401(k) Employer Guide Guide for employers in the 401k. 401K Guide
401(k) File Upload Instructions 401K Guide
401(k) Plan Document Document detailing the specifics of the plan. 401K Plan Document
401(k) Trust Agreement 401K Plan Document
401k Investment Education Guide Guide for participants in enrolling and managing 401k investment options 401K Guide
401K QDIA Notice Qualified Default Investment Alternative 401K Notice
401k Summary Plan Description 401K Plan Document
Form 5500 401(k) Annual IRS return/report for Employee Benefit Plans 401K Notice
Summary Annual Reports 401(k) Yearly financial statements. 401K Notice

Welcome to the Fund Office!

USW Benefit Funds comprises three Taft-Hartley Trusts:

  • The PACE Industry Union-Management Pension Fund (PIUMPF)
  • The USW Industry 401(k) Fund
  • The USW HRA Fund

Each Fund is governed by a Board of Trustees with both labor and management. All must be negotiated and must be included in the collective bargaining agreement.