Welcome to the Fund Office website. 

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

Homepage - Announcements

USW HRA: Summary of Material Modifications 3.17.2021 Now Available

Click Here

Welcome to the Fund Office!

PLEASE BE AWARE: Maintenance on the USWBF website will start at 1pm on Thursday 10/6. Once maintenance commences, file transfers and the HRA page will be unavailable until Firday morning 10/7. 

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.