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
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
American Rescue Plan Act Pension Plan Notice
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 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 SMM June 2023 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
Mandatory Direct Deposit Notice HRA Notice
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
  • 1-1-2015 Plan Document With Amendments
    PDF icon Download (6.24 MB)
Policy for the Collection of Delinquent Contributions Condensed version. Pension Plan Plan Document
QDRO Procedures Procedures and instructions Pension Plan Guide
Rehabilitation Plan Pension Plan Plan Document
  • Restated Rehabilitation Plan
    PDF icon Download (172.55 KB)
SMS Terms Privacy Policy 401K, HRA, Pension Plan 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

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.