Welcome to the Fund Office website.
Document Name | Description | Category | Type | Download |
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401(k) Employer Guide | Guide for employers in the 401k. | 401K | Guide |
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401(k) File Upload Instructions | 401K | Guide |
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401(k) Plan Document | Document detailing the specifics of the plan. | 401K | Plan Document | |
401(k) Trust Agreement | 401K | Plan Document |
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401k Investment Education Guide | Guide for participants in enrolling and managing 401k investment options | 401K | Guide |
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401K QDIA Notice | Qualified Default Investment Alternative | 401K | Notice |
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401k Summary Plan Description | 401K | Plan Document |
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Form 5500 401(k) | Annual IRS return/report for Employee Benefit Plans | 401K | Notice | |
Summary Annual Reports 401(k) | Yearly financial statements. | 401K | Notice |
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Welcome to the Fund Office!
USW Benefit Funds comprises three Taft-Hartley Trusts:
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.