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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 |
|
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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:
- 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.