Welcome to the Fund Office website.
Documents
| Document Name | Description | Category | Type | Download |
|---|---|---|---|---|
| 104d Notice | Report of Summary Plan Information. | Pension Plan | Notice | |
| 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 | ||
| Annual Funding Notice | Financial report and funding status. | Pension Plan | Notice | |
| Annual Reports HRA | Summary Annual Reports (Financial) | HRA | Notices and Disclosures | |
| Annual Reports PIUMPF | Financial reports prior to 2008. | Pension Plan | Notice | |
| Form 5500 401(k) | Annual IRS return/report for Employee Benefit Plans | 401K | Notice | |
| Form 5500 PIUMPF | Annual IRS return/report for employee benefit plans. Also includes 104d notice. | Pension Plan | Notice | |
| Guidelines to Retirement | Information for retiring and claiming pension. | Pension Plan | Guide | |
| HRA Payment Dates | Calendar of scheduled payments | HRA | Notices and Disclosures | |
| HRA - Notice of Non-Creditable Coverage | A notice regarding prescription drug coverage and medicare. | HRA | Notice | |
| HRA 5500s | Annual IRS return/report for employee benefit plans | HRA | Notices and Disclosures | |
| HRA Denial Codes | Listing of denial codes | HRA | Plan Document | |
| HRA Examples of Eligible Expenses | HRA | Plan Document | ||
| HRA Examples of Ineligible Expenses | HRA | Plan Document | ||
| HRA Examples of Medical Expenses Requiring Diagnosis Letter | HRA | Plan Document | ||
| HRA Form 990s | IRS form for annual returns | HRA | Notices and Disclosures | |
| HRA Medicare Drug Coverage Disclosure | HRA | Notices and Disclosures | ||
| HRA Over the Counter Drug Notice | HRA | Notices and Disclosures | ||
| HRA Privacy Notice | HRA | Notices and Disclosures | ||
| HRA Summary of Benefits and Coverage | HRA | Notices and Disclosures | ||
| HRA Summary Plan Description Effective 1.1.2020 | HRA | Plan Document | ||
| Notice of Funding Status | Funding Status certification sent with Annual Funding Notice. | Pension Plan | Notice | |
| PIUMPF Trust Agreement | Pension Plan | Plan Document | ||
| Plan Document PIUMPF | Detailed document for PACE Pension plan. | Pension Plan | Plan Document | |
| QDRO Procedures | Procedures and instructions | Pension Plan | Guide | |
| Rehabilitation Plan | Pension Plan | Plan Document | ||
| Summary Annual Reports 401(k) | Yearly financial statements. | 401K | Notice | |
| Summary Plan Description PIUMPF | Summary of PIUMPF pension plan. | Pension Plan | Plan Document | |
| Women's Health & Cancer Rights Notice | HRA | Notices and Disclosures |
Homepage - Announcements
USW HRA: Summary of Material Modifications 3.17.2021 Now Available
Click Here
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.