In response to COVID-19, the Fund Office is closed, with limited staff performing essential functions remotely. The Fund Office has activated its business continuity plan to continue to provide service to our participants and participating employers during this situation. Please see the Fund-specific information below.

Pension Fund – Pension payments will continue to be made as scheduled. Current payees may experience delays when updating an address or direct deposit information. Applications for benefits will continue to be processed but there may be some processing delays. 

USW 401(k) – Contributions are continuing to be processed daily.

USW HRA Fund – Claims are continuing to be reviewed. If the review cannot be completed in 30 days, the Fund will notify participants of the need to extend an additional 15 days.

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) Investment Education Guide Participant guide for enrolling in the plan and managing 401(k) investment options. 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 SMMs Summary of Materical Modifications HRA Notices and Disclosures
HRA Summary of Benefits and Coverage HRA Notices and Disclosures
HRA Summary Plan Description 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
Special Tax Notice IRS Safe Harbor Notice 401K Notice
Special Tax Notice - Roth 401K Notice
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

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