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
Annual Reports HRA Summary Annual Reports (Financial) HRA Notices and Disclosures
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
SMS Terms Privacy Policy 401K, HRA, Pension Plan Notice
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.