Our site is currently under construction. We apologize for any dead links, but hope to finish construction by September. OUR SERVERS ARE CURRENTLY DOWN AND WE CANNOT RECEIVE FILE TRANSFERS IN OUR HRA AND 401K PORTALS. HOPING TO HAVE SERVICE RESTORED SOON 5/15/2025
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 |
|---|---|---|---|---|
| 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 | |
| Policies - Delinquent Contributions | 401K | Notices and Disclosures |
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| SMS Terms Privacy Policy | 401K, HRA, Pension Plan | Notice |
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| 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:
- 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.