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
American Rescue Plan Act Pension Plan Notice
Annual Funding Notice Financial report and funding status. Pension Plan Notice
Annual Reports PIUMPF Financial reports prior to 2008. Pension Plan 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
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
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
SMS Terms Privacy Policy 401K, HRA, Pension Plan Notice
Summary Plan Description PIUMPF Summary of PIUMPF pension plan. Pension Plan Plan Document

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.