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 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.
Document Name | Description | Category | Type | Download |
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104d Notice | Report of Summary Plan Information. | Pension Plan | Notice |
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American Rescue Plan Act | Pension Plan | Notice |
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Annual Funding Notice | Financial report and funding status. | Pension Plan | Notice |
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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 |
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Guidelines to Retirement | Information for retiring and claiming pension. | Pension Plan | Guide |
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Notice of Funding Status | Funding Status certification sent with Annual Funding Notice. | Pension Plan | Notice |
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PIUMPF Trust Agreement | Pension Plan | Plan Document |
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Plan Document PIUMPF | Detailed document for PACE Pension plan. | Pension Plan | Plan Document |
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Policy for the Collection of Delinquent Contributions | Condensed version. | Pension Plan | Plan Document |
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QDRO Procedures | Procedures and instructions | Pension Plan | Guide |
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Rehabilitation Plan | Pension Plan | Plan Document |
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SMS Terms Privacy Policy | 401K, HRA, Pension Plan | Notice |
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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:
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.