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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.
Recent Mailings
| Document Name | Description | Category | Date Sent | Download |
|---|---|---|---|---|
| Funding Notice and Notice of Critical Status | Funding Notice with the Notice of Critical Status. These documents are required to be sent annually. | Pension Plan | April 28, 2014 |
|
| 401k QDIA Notice | Default Investments for 2013. | 401K | December 1, 2012 |
|
| 401(k) Summary Annual Report | Annual financial summary of plan assets. | 401K | December 1, 2012 |
|
| HRA Summary Annual Report | Summary Annual Report for 2011 | HRA | August 20, 2012 |
|
| Mailing to Local 299 Participants | Notice details changes in death benefit for participants in Local 299. | Pension Plan | July 26, 2012 |
|
| Summary of Material Modifications for PIUMPF | SMM for PIUMPF pension plan. | Pension Plan | July 23, 2012 |
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| 401(k) Summary of Material Modifications | Latest SMM for Summary Plan Description. | 401K | July 10, 2012 |
|
| 2012 Payment Dates | 2012 Schedule of HRA Payments | HRA | June 6, 2012 |
|
| Notice of Critical Status and Annual Funding Notice - 2012 | Notice of the Fund's percentage of funding | Pension Plan | June 6, 2012 |
|
| Annual Income Tax Withholding Reminder | Reminder about electing federal income tax | Pension Plan | June 6, 2012 |
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| 2012 Payments Calendar | 2012 Schedule of Pension Payments | Pension Plan | June 6, 2012 |
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| 2012 Calendar Contact Information Sheet | 2012 Contact Sheet | Pension Plan | January 31, 2012 |
|
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.