UANPF Reciprocity Agreements
The United Association National Pension Fund (UANPF) performs money-follows-the-man reciprocity as a fund signatory to the United Association Pension Fund Reciprocal Agreement.
To aid traveling members whose situations are not covered by money-follows-the-man reciprocity, the UANPF is also signed to the optional pro rata/partial pension addendum to the money-follows-the-man reciprocal agreement.
Canadian Pension Funds Signatory to the United Association National Pension Fund Reciprocal Agreement Pro Rata/Partial Pension Agreement for Canadian Travelers
| Local | Fund Name | Effective Date | Location |
|---|---|---|---|
| 46 | UA Local 46 Pension Trust Fund | 11/1/2004 | Toronto, Ontario |
| 46 | UA Local 46 Low Rise Pension Trust Fund | 11/1/2004 | Toronto, Ontario |
| 67 | UA Local 67 Pension Fund | 2/1/2006 | Hamilton, Ontario |
| 170 | Plumbing & Pipefitting Workers Local 170 Pension Fund | 1/1/2006 | Vancouver, British Columbia |
| 179 | Saskatchewan Piping Industry Pension Trust Fund | 1/10/2006 | Regina, Saskatchewan |
| 244 | UA Local 244 Plumbers & Pipefitters Pension Fund | 10/1/2004 | Antigonish, Nova Scotia |
| 324 | Victoria Mechanical Industry Pension Plan Fund | 12/10/2004 | Victoria, British Columbia |
| 463 | UA Local 463 Pension Plan Trust Fund | 2/7/2006 | Oshawa, Ontario |
| 488 | Edmonton Pipe Industry Pension Trust Fund | 10/1/2004 | Edmonton, Alberta |
| 496 | Calgary District Pipe Trades Pension Fund | 4/17/2006 | Calgary, Alberta |
| 527 | Plumbers and Steamfitters Local 527 Pension Plan | 11/1/2004 | Kitchener, Ontario |
| 593 | UA Local 593 Health and Welfare Pension Trust Fund | 5/19/2005 | London, Ontario |
| 628 | UA Local 628 Plumbing & Pipefitting Pension Trust Fund | 10/21/2005 | Thunder Bay, Ontario |
| 663 | U.A. Local 663 Plumbers & Pipefitters Plan | 12/1/2004 | Sarnia, Ontario |
| 721 | Local 1432 IBEW and 721 Plumbers Pipefitters Benefit & Pension Plan Trust Funds | 4/25/2005 | Charlottetown, Prince Edwards |
| 46, 56, 71, 144, 170, 179, 254, 488, 628, 666, 740 | Canadian Pipeline Industry National Pension Trust Fund | 10/1/2004 | Toronto, Ontario |
Money-Follows-the-Man Reciprocal Listing
The following listing shows all of the U.A. pension funds in the U.S. who are signed to the United Association Pension Fund Reciprocal Agreement, which was created in 2003. The effective date noted for these agreements, however, is the first date that the UANPF and the Local Fund became reciprocal. These dates usually pre-date the start of the multi-party United Association Pension Fund Reciprocal Agreement.
If the Local Pension Fund has been merged with other pension funds, there may be different dates the reciprocal agreements become effective for the former pension funds.
Local Unions who have a Local Pension Fund Signatory to the United Association Reciprocal Agreement
| Local | Location | Plan Types | Effective Date of Original Reciprocal Agreement |
|---|---|---|---|
| 5 | Washington, DC | Defined Contribution | 08/01/2003 |
| 6 | Rochester, MN | Defined Contribution | 08/01/1980 |
| 7 | Albany, NY | Defined Benefit | 06/01/1978 |
| 7 | Albany, NY | Defined Contribution | 01/01/2004 |
| 8 | Kansas City, MO | Defined Benefit | 11/01/1975 |
| 8 | Kansas City, MO | Defined Contribution | 12/01/1999 |
| 9 | West Trenton, NJ | Defined Benefit | 07/01/1977 |
| 10 | Richmond, VA | Defined Contribution | 08/01/2003 |
| 11 | Duluth, MN | Defined Benefit | 01/01/1982 |
| 11 | Duluth, MN | Defined Contribution | 01/01/2004 |
| 11 (former local 126) | Fargo, ND | Defined Contribution | 01/01/2004 |
| 12 | Boston, MA | Defined Benefit | 01/01/1975 |
| 12 | Boston, MA | Defined Contribution | 06/01/2004 |
| 13 | Rochester, NY | Defined Benefit | 08/01/1977 |
| 13 | Rochester, NY | Defined Contribution | 10/31/2003 |
| 16 | Omaha, NE | Defined Benefit | 06/01/1979 |
| 16 | Omaha, NE | Defined Contribution | 01/01/2004 – 05/27/2008 |
| 17 | Memphis, TN | Defined Benefit | 01/01/1979 |
| 21 | Yonkers, NY | Defined Benefit | 01/01/1977 |
| 21 | Yonkers, NY | Defined Contribution | 10/01/2004 |
| 22 | Buffalo, NY | Defined Benefit | Varied |
| 22 | Buffalo, NY | Defined Contribution | 10/17/2003 |
| 23 | Rockford, IL | Defined Benefit | 06/01/1979 |
| 24 | Newark, NJ | Defined Benefit | 01/01/1982 |
| 25 | Rock Island, IL | Defined Benefit | 06/01/1979 |
| 25 | Rock Island, IL | Defined Contribution | 05/01/2017 |
| 27 | Pittsburgh, PA | Defined Benefit | 01/01/1975 |
| 27 | Pittsburgh, PA | Defined Contribution | 01/01/2009 |
| 33 | Des Moines, IA | Defined Benefit | 06/01/1979 |
| 38 | San Francisco, CA | Defined Benefit | 11/01/2004 – 01/31/2015, 07/30/2015 |
| 38 | San Francisco, CA | Defined Contribution | 11/01/2004 – 01/31/2015, 09/01/2019 |
| 42 | Norwalk, OH | Defined Benefit | 11/01/1981 |
| 43 | Chattanooga, TN | Defined Benefit | 06/01/1976 |
| 45 | St. Joseph, MO | Defined Benefit | 06/01/1979 |
| 50 | Toledo, OH | Defined Benefit | 01/01/1978 |
| 51 | East Providence, RI | Defined Benefit | Varied |
| 51 | East Providence, RI | Defined Contribution | 11/01/2003 |
| 52 | Montgomery, AL | Defined Benefit | 01/01/1979 – 01/31/1988 |
| 52 | Montgomery, AL | Defined Contribution | 01/01/1979 |
| 55 | Cleveland, OH | Defined Benefit | 01/01/1974 |
| 55 | Cleveland, OH | Defined Contribution | 05/01/2006 |
| 60 | New Orleans, LA | Defined Benefit | 01/01/1979 |
| 60 | New Orleans, LA | Defined Contribution | 09/01/2003 |
| 63 | Peoria, IL | Defined Benefit | 06/01/197 |
| 63 | Peoria, IL | Defined Contribution | 05/01/2018 |
| 671 | Hamilton, Ontario, CAN | Defined Benefit | 01/01/1986 – 09/30/2004 |
| 68 | Houston, TX | Defined Contribution | 10/01/1985 |
| 72 | Atlanta, GA | Defined Benefit | 01/01/1979 |
| 72 | Atlanta, GA | Defined Contribution | 11/01/2003 |
| 73 | Oswego, NY | Defined Benefit | Varied |
| 73 | Oswego, NY | Defined Contribution | 08/01/2003 |
| 74 | Wilmington, DE | Defined Benefit | 01/01/1994 |
| 83 | Wheeling, WV | Defined Benefit | 01/01/1981 |
| 83 | Wheeling, WV | Defined Contribution | 11/01/2004 – 01/01/2006 11/01/2008 |
| 85 | Saginaw, MI | Defined Benefit | 01/01/1977 |
| 85 | Saginaw, MI | Defined Contribution | 06/01/2016 |
| 91 | Birmingham, AL | Defined Benefit | 05/01/1981 |
| 91 | Birmingham, AL | Defined Contribution | 09/01/2001 |
| 94 | Canton, OH | Defined Contribution | 11/01/1981 |
| 98 | Detroit, MI | Defined Benefit | 01/01/1977 |
| 98 | Detroit, MI | Defined Contribution | 10/01/2003 – 06/05/2016 |
| 99 | Bloomington, OH | Defined Benefit | 01/01/1979 |
| 99 | Bloomington, OH | Defined Contribution | 01/01/2017 |
| 100 | Dallas, TX | Defined Contribution | 09/01/2004 |
| 101 | Belleville, IL | Defined Benefit | 01/01/1977 |
| 102 | Knoxville, TN | Defined Benefit | 06/01/1976 |
| 102 | Knoxville, TN | Defined Contribution | 10/31/2003 |
| 104 | Springfield, MA | Defined Benefit | 01/01/1983 |
| 104 | Springfield, MA | Defined Contribution | 01/01/2004 |
| 110 | Norfolk, VA | Defined Contribution | 10/08/2003 |
| 111 | Escanaba, MI | Defined Benefit | 01/01/1978 |
| 111 | Escanaba, MI | Defined Contribution | 04/01/2003 |
| 112 | Binghamton, NY | Defined Benefit | 01/01/1977 |
| 112 | Binghamton, NY | Defined Contribution | 12/01/2003 |
| 118 | Racine, WI | Defined Benefit | 01/01/1979 |
| 119 | Mobile, AL | Defined Benefit | 01/01/1984 |
| 120 | Cleveland, OH | Defined Benefit | 04/01/1974 |
| 120 | Cleveland, OH | Defined Contribution | 01/01/2005 |
| 123 | Tampa, FL | Defined Benefit | Varied |
| 125 | Cedar Rapids, IA | Defined Contribution | 05/22/1986 |
| 130 | Chicago, IL | Defined Benefit | 07/01/1975 |
| 130 | Chicago, IL | Defined Contribution 1 | 06/01/2014 |
| 131 | Hooksett, CT | Defined Benefit | 01/01/1976 |
| 131 | Hooksett, CT | Defined Contribution | 11/01/2003 |
| 136 | Evansville, TN | Defined Contribution | 01/01/1991 |
| 137 | Springfield, IL | Defined Benefit | 06/01/1979 |
| 137 | Springfield, IL | Defined Contribution | 04/01/2017 |
| 141 | Shreveport, LA | Defined Contribution | 08/01/2007 |
| 142 | San Antonio, TX | Defined Benefit | 09/01/1980 |
| 142 | San Antonio, TX | Defined Contribution | 01/01/2004 |
| 146 | Fort Worth, TX | Defined Benefit | 01/01/1977 |
| 149 | Champaign, IL | Defined Benefit | 04/01/1974 |
| 150 | Augusta, GA | Defined Benefit | 07/01/1981 |
| 150 | Augusta, GA | Defined Contribution | 10/17/2003 |
| 152 | Morgantown, WV | Defined Benefit | 01/01/1977 |
| 152 | Morgantown, WV | Defined Contribution | 01/01/2004 |
| 159 | Martinez, CA | Defined Benefit | 01/01/1978 |
| 159 | Martinez, CA | Defined Contribution | 05/01/2004 |
| 160 | Carbondale, IL | Defined Contribution | 01/01/1983 |
| 162 | Dayton, OH | Defined Benefit | 06/01/1979 |
| 162 | Dayton, OH | Defined Contribution | 10/01/2004 – 07/01/2005, 08/01/2014 |
| 166 | Fort Wayne, IN | Defined Benefit | 06/01/1979 |
| 166 | Fort Wayne, IN | Defined Contribution | 10/09/2003 |
| 168 | Marietta, OH | Defined Contribution | 02/01/2016 |
| 1701 | Burnaby, B.C., CAN | Defined Benefit | 01/01/1988 |
| 172 | South Bend, IN | Defined Benefit | 01/01/1974 |
| 172 | South Bend, IN | Defined Contribution | 04/01/2012 |
| 174 | West Michigan, MI | Defined Benefit | Varied |
| 174 | West Michigan, MI | Defined Contribution | 11/01/2003 |
| 177 | Brunswick, GA | Defined Contribution | 07/01/1995 |
| 178 | Springfield, MO | Defined Contribution | 01/01/1993 |
| 184 | Paducah, KY | Defined Contribution | 01/01/1997 |
| 188 | Savannah, GA | Defined Benefit | 09/01/1980 |
| 188 | Savannah, GA | Defined Contribution | 08/01/2006 |
| 189 | Columbus, OH | Defined Benefit | 01/01/1974 |
| 189 | Columbus, OH | Defined Contribution | 09/16/2003 |
| 190 | Ann Arbor, MI | Defined Benefit | 01/01/1977 |
| 190 | Ann Arbor, MI | Defined Contribution | 08/01/2003 |
| 195 | Nederland, TX | Defined Contribution | 02/01/2005 |
| 198 | Baton Rouge, LA | Defined Benefit | 07/01/1978 |
| 198 | Baton Rouge, LA | Defined Contribution | 01/01/2004 |
| 200 | Mineola, NY | Defined Benefit | Varied |
| 200 | Mineola, NY | Defined Contribution | 12/14/2004 |
| 210 | Hobart, IN | Defined Contribution | 06/01/1979 |
| 211 | Houston, TX | Defined Contribution | 01/01/2004 – 05/14/2006 |
| 219 | Akron, OH | Defined Benefit | 07/01/1973 |
| 234 | Jacksonville, FL | Defined Benefit | 01/01/1982 |
| 248 | Ashland, KY | Defined Benefit | 01/01/1979 |
| 248 | Ashland, KY | Defined Contribution | 06/01/2014 |
| 2502 | Los Angeles, CA | Defined Benefit | 01/01/1994 |
| 2502 | Los Angeles, CA | Defined Contribution | 01/01/1994 |
| 262 | Juneau, AK | Defined Contribution | 01/01/1982 |
| 267 | Syracuse, NY | Defined Benefit | Varied |
| 267 | Syracuse, NY | Defined Contribution | 10/01/2003 |
| 274 | Jersey City, NJ | Defined Benefit | 01/01/1977 |
| 286 | Austin, TX | Defined Contribution | 07/01/1994 |
| 290 | Portland, OR | Defined Benefit | Varied |
| 295 | Daytona Beach, FL | Defined Benefit | 07/01/1977 |
| 300 | North/South Dakota | Defined Contribution Varied | |
| 322 | Winslow, NJ | Defined Benefit | 04/01/1983 |
| 333 | Lansing, MI | Defined Benefit | Varied |
| 342 | Oakland, CA | Defined Benefit | 01/01/1978 |
| 342 | Oakland, CA | Defined Contribution | 01/01/1994 |
| 343 | Vallejo, CA | Defined Benefit | 01/01/1978 |
| 344 | Oklahoma City, OK | Defined Contribution | 08/11/2004 |
| 350 | Reno, NV | Defined Benefit | 08/01/2019 |
| 350 | Reno, NV | Defined Contribution | 07/01/1994 |
| 354 | Latrobe, Pa | Defined Contribution | 01/01/1977 |
| 357 | Kalamazoo, MI | Defined Benefit | Varied |
| 360 | East St. Louis, IL | Defined Benefit | 08/01/1984 |
| 360 | East St. Louis, IL | Defined Contribution | 07/01/2004 |
| 370 | Flint, MI | Defined Benefit | 03/01/1978 |
| 370 | Flint, MI | Defined Contribution | 11/01/2003 |
| 372 | Tuscaloosa, AL | Defined Benefit | 10/01/1979 |
| 373 | Rockland County, NY | Defined Benefit | 01/01/1974 |
| 373 | Rockland County, NY | Defined Contribution | 12/03/2004 |
| 392 | Cincinnati, OH | Defined Benefit | 01/01/1984 |
| 393 | San Jose, CA | Defined Benefit | 06/01/1977 |
| 393 | San Jose, CA | Defined Contribution | 12/19/2003 – 06/30/2004 |
| 396 | Boardman, OH | Defined Benefit | 01/01/1974 |
| 396 | Boardman, OH | Defined Contribution | 07/01/2003 |
| 400 | Appleton, WI | Defined Benefit | Varied |
| 400 | Kaukauna, WI | Defined Contribution | 01/01/2005 – 05/31/2003 |
| 412 | Albuquerque, MN | Defined Contribution | 12/01/1997 |
| 420 | Philadelphia, PA | Defined Benefit | 01/01/1977 |
| 421(former locals 227 & 470) | Charleston, SC | Defined Benefit | Varied |
| 421(former local 391) | Greenville, SC | Defined Benefit | 01/01/2004 |
| 421(former locals 96 & 785) | North Carolina | Defined Contribution Varied | |
| 434 | Central/Western, WI | Defined Contribution | 08/01/1988 |
| 439 | East St. Louis, IL | Defined Benefit | 08/01/1984 |
| 439 | East St. Louis, IL | Defined Contribution | 03/01/2004 |
| 440 | Indianapolis, IN | Defined Contribution | 11/01/2003 |
| 441(former locals 165, 664, 763) (former local 171) | Frontenac, KS | Defined Contribution | 10/01/2003 10/01/2003 06/01/1991 |
| 441 | Wichita, KS | Defined Contribution | 06/01/1991 (former local 171) |
| 447 | Sacramento, CA | Defined Benefit | 07/01/1975 |
| 447 | Sacramento, CA | Defined Contribution | 01/01/2004 |
| 449 | Pittsburgh, PA | Defined Benefit | 01/01/1984 |
| 452 | Lexington, KY | Defined Benefit | 11/01/1981 |
| 464 | Omaha, NE | Defined Benefit | 06/01/1979 |
| 464 | Omaha, NE | Defined Contribution | 05/29/1996 |
| 467 | San Mateo, CA | Defined Benefit | 01/01/1977 |
| 467 | San Jose, CA | Defined Contribution | 11/01/2003 |
| 475 | Newark, NJ | Defined Benefit | 09/01/1984 |
| 486 | Baltimore, MD | Defined Benefit | Varied |
| 489 | Cumberland, MD | Defined Benefit | 04/01/1984 |
| 489 | Cumberland, MD | Defined Contribution | 11/01/2003 |
| 495 | Cambridge, OH | Defined Contribution | 10/01/2003 |
| 502 | Louisville, KY | Defined Benefit | 02/01/2004 |
| 519 | Miami, FL | Defined Benefit | 01/01/1984 |
| 520 | Harrisburg, PA | Defined Benefit | 01/01/1977 |
| 520 | Harrisburg, PA | Defined Contribution | 01/01/2004 |
| 521 | Huntington, WV | Defined Benefit | 08/01/1979 |
| 521 | Huntington, WV | Defined Contribution | 07/01/2017 |
| 524 | Scranton, PA | Defined Contribution | 05/01/1981 |
| 525 | Las Vegas, NV | Defined Benefit | 01/01/1990 |
| 533 | Kansas City, MO | Defined Benefit | 06/01/1979 |
| 533 | Kansas City, MO | Defined Contribution | 06/01/1987 |
| 537 | Boston, MA | Defined Benefit | 01/01/1974 |
| 551 | Herrin, IL | Defined Contribution | 01/01/1984 |
| 553 | Alton, IL | Defined Benefit | 06/01/1979 |
| 553 | Alton, IL | Defined Contribution | 05/01/2004 |
| 562 | St. Louis, MO | Defined Benefit | 01/01/2004 |
| 562 | St. Louis, MO | Defined Contribution | 03/27/2014 |
| 565 | Parkersburg, WV | Defined Contribution | 08/01/2009 |
| 572 | Nashville, TN | Defined Benefit | 06/01/1976 |
| 572 | Nashville, TN | Defined Contribution | 07/01/2019 |
| 577 | Portsmouth, OH | Defined Benefit | 01/01/1977 |
| 577 | Portsmouth, OH | Defined Contribution 10/01/2012 | |
| 589 | Hibbing, MN | Defined Benefit | 06/01/1979 |
| 589 | Hibbing, MN | Defined Contribution | 05/01/1987 – 08/31/2016 |
| 597 | Chicago, IL | Defined Benefit | 06/01/1979 |
| 597 | Chicago, IL | Defined Contribution | 09/01/2003 |
| 598 | Pasco, WA | Defined Contribution | 06/01/2004 |
| 602 | Washington, DC | Defined Benefit | 12/01/1974 |
| 602 | Washington, DC | Defined Contribution | 04/24/2003 |
| 614 | Memphis, TN | Defined Contribution | 01/01/1979 |
| 630 | West Palm Beach, FL | Defined Benefit | 01/01/1979 |
| 636 | Detroit, MI | Defined Benefit | 01/01/1977 |
| 636 | Detroit, MI | Defined Contribution | 10/01/2003 |
| 638 (Metal Trades) | New York City, NY | Defined Benefit | 07/01/1993 |
| 638 (Steamfitters) | New York City, NY | Defined Benefit | 01/01/1978 |
| 653 | Centralia, IL | Defined Benefit | 08/01/1983 |
| 671 | Monroe, MI | Defined Contribution | 01/01/1976 |
| 675 | Honolulu, HI | Defined Benefit | 01/01/1993 |
| 690 | Philadelphia, PA | Defined Benefit | 01/01/1977 |
| 690 | Philadelphia, PA | Defined Contribution | 01/01/2010 |
| 693 | Barre, VT | Defined Benefit | 01/01/1975 |
| 716 | State of Maine | Defined Contribution Varied | |
| 719 | Broward County, FL | Defined Benefit | 01/01/1976 |
| 725 | Miami, FL | Defined Benefit | 04/01/1977 |
| 725 | Miami, FL | Defined Contribution | 12/01/2003 |
| 760 | Sheffield, AL | Defined Contribution | 07/01/1998 |
| 773 | Glen Falls, NY | Defined Benefit | 01/01/1974 |
| 776 | Lima, OH | Defined Benefit | 08/01/1973 |
| 777 | State of Connecticut | Defined Benefit | 09/17/2003 |
| 782 | Seaford, DE | Defined Benefit | 01/01/1982 |
| 803 | Orlando, FL | Defined Benefit | 05/01/1981 |
1 Bi-Party PPNPF Reciprocal Agreement was terminated effective 9/30/2004, but was superseded by the Canadian fund signing the United Association Reciprocal Agreement.
2 This represents Local 250 members participating in the Air Conditioning and Refrigeration funds. All other Local 250 members are represented by the Southern California Pipe Trades Funds.
United Association Regional/State Plans that are Signatory to the United Association Reciprocal Agreement
| Plan Name and Locals Covered | Plan Type | Effective Date of Original Reciprocal Agreement |
|---|---|---|
| Alaska Plumbing and Pipefitting Industry Pension Fund (367, 375) | Defined Benefit | 06/01/1975 |
| Arizona Pipe Trades Trust Funds (469) | Defined Benefit | 02/01/1979 |
| Arizona Pipe Trades Defined Contribution Pension Trust Funds (469) | Defined Contribution | 08/28/2003 |
| Colorado Pipe Industry Annuity and Salary Deferral Trust Fund (3, 58, 145, 208) | Defined Contribution | 05/20/2003 |
| Idaho Plumbers and Pipefitters Pension Fund (41, 296, 648) | Defined Benefit | 02/01/1979 |
| Inland Refrigeration & Air Conditioning Retirement Fund (364, 398)1 | Defined Benefit | 04/23/2003 |
| Indiana Pipe Trades Defined Contribution Pension Plan (157) | Defined Contribution | 05/01/1996 |
| National Automatic Sprinkler Industry (183, 268, 281, 314, 417, 483, 542, 550, 669, 692, 696, 699, 704, 709, 821) | Defined Benefit | 06/01/1976 |
| Sprinkler Industry Supplemental Pension Fund (183, 268, 281, 314, 483, 542, 669, 692, 696, 699, 709, 821) | Defined Contribution | 11/01/2003 |
| Oklahoma State Pipe Trades Annuity Fund (29, 91, 430, 706) | Defined Contribution | 01/01/1989 |
| Pipe Trades District Council #36 Pension Trust Fund (62, 228, 246, 442) | Defined Benefit | 01/01/1979 |
| Pipe Trades District Council #36 Pension Trust Fund (62, 228, 246, 442) | Defined Contribution | 02/01/2004 |
| Pipe Trades Pension Fund of Montana (30, 192, 459) | Defined Contribution | 05/10/1994 |
| Pipefitters Local Unions 502 and 633 Pension Trust Funds | Defined Benefit | 06/01/1978 |
| (includes former 107) | 01/01/1975 | |
| Pipeline Industry Pension Fund (798 and pipeline members of approximately 20 other UA locals) | Defined Benefit | 07/01/1975 |
| Pipeline Industry Pension Fund (798 and pipeline members of approximately 20 other UA locals) | Defined Contribution | 06/01/2014 |
| Plumbers and Pipefitters National Pension Fund (includes 158 Local Unions) | Defined Benefit | 03/17/2003 |
| Refrigeration, Air Conditioning & Service Division (UA-NJ) Pension Fund (9, 274, 322, 475) | Defined Benefit | 01/01/1992 |
| Southeastern Pipe Trades Annuity Fund (010 (former 491 Roanoke members only), 234) | Defined Contribution | 10/10/2003 |
| Southern California Pipe Trades Retirement Fund (78, 114, 230, 250, 345, 364, 398, 403, 460, 484, 582, 761)1 | Defined Benefit | 01/01/1987 |
| Twin City Pipe Trades Pension Fund (15, 34, 455, 539) | Defined Benefit | 01/01/1976 |
| UA Local 63 and 353 Joint Pension Trust | Defined Benefit | 06/01/1979 |
| UA Local 343 and 355 Defined Contribution Plan | Defined Contribution | 02/04/2004 |
| UA Plumbers and Steamfitters 401(k) and Retirement Plan of Texas (100, 146, 404) | Defined Contribution | 09/01/2004 |
| Utah Pipe Trades Pension Trust Fund (140)2 | Defined Benefit | 02/01/1981 |
| Washington State Plumbing and Pipefitting Industry Pension Fund (26, 32, 44, 598) | Defined Benefit | 11/01/1983 |
| Western Washington UA Supplemental Pension Fund (26, 32, 44) | Defined Contribution | 08/01/2004 |
| Wisconsin Pipe Trades 401k Plan (118, 601) | Defined Contribution | 12/01/2018 |
1 Deconsolidation of Locals 364, 403, and 460 out of Local 409 effective 08/01/05. Local 409 was dissolved and the other locals returned to their original Local Union number and location.
2 Locals 19, 57 and 348 consolidated into new Local 140 effective 03/01/05.
Local Unions that are primarily part of a non-UA Multi-Trade Fund that cannot be signed to the United Association Reciprocal Agreement, but have remained signatory to the United Association National Pension Fund Reciprocal Agreement
| Local | Fund Name | Location | Plan Types | Effective Date of Original Reciprocal Agreement |
|---|---|---|---|---|
| 354 | Building Trades Pension Fund of Western Pennsylvania | Latrobe, PA | Defined Benefit | 01/01/1977 |
| 75, 601 | The (Milwaukee) Building Trades United Pension Trust Fund | Milwaukee, WI and Vicinity | Defined Benefit | 02/01/1977 |
Defined Benefit Fund/Defined Contribution Fund Money-Follows-the-Man Reciprocity
In the spirit of full money-follows-the-man reciprocity, the UANPF has always entered into money-follows-the-man reciprocal agreements with all other United Association pension funds willing to do so – whether they are defined contribution or defined benefit pension funds.
However, some defined contribution pension plans choose not to enter into a money follows-the-man reciprocity relationship with defined benefit pension plans. In such a case, and by definition, the UANPF is not reciprocal with those defined contribution plans that choose not to be reciprocal with it.
Only employer pension contributions are transferred under money-follows-the-man reciprocal agreements. Employee elective contributions, whether made into a 401(k) plan or another defined contribution pension plan, are not transferred to the National Pension Fund. Such employee elective contributions can be transferred from a visited 401(k) fund to a home 401(k) fund if both plans accept employee elective contributions.
A listing of defined contribution pension plans that have chosen not to reciprocate with defined benefit pension plans including the United Association National Pension Plan is listed below.
Funds whose Defined Contribution Plan only reciprocal with other Defined Contribution Plans (DC)
| Fund Name | Locals Covered | Effective Date of DC to DC Reciprocity | Expiration Date of DC to DC Reciprocity |
|---|---|---|---|
| Plumbers Local 55 Defined Contributions Retirement Plan | 55 | 5/1/2006 *Only reciprocal with DC Funds that reciprocate to UANPF | |
| Local 73 Annuity Fund | 73 | Annuity Fund | |
| Plumbers & Steamfitters Local #83 Retirement Fund | 83 | 11/01/2008 | |
| Plumbers and Steamfitters Local Union 102 414 (k) Annuity Fund | 102 | 10/31/2003 | 12/31/2008 |
| Plumbers Retirement Savings Fund Local 130 UA | 130 | 10/20/2017 | |
| Plumbers and Pipefitters Local 162 Retirement Savings Plan | 162 | 10/1/2004 | 07/31/2014 |
| Plumbers & Pipefitters Local 172 Voluntary 401(k) Plan | 172 | 04/01/2012 | |
| Pipefitters Local Union 195 Defined Contribution Fund | 195 | 2/1/2005 | 03/31/2010 |
| Pipefitters Local 211 Defined Contribution Retirement Plan | 211 | 05/01/2006 | |
| Plumbers and Steamfitters Local 440 Defined Contribution Plan | 440 | 11/1/2003 | 09/30/2005 |
| Steamfitters Local No. 449 Retirement Security Plan | 449 | 07/22/2003 | |
| Plumbers & Steamfitters Local 400 & MCA of NC WI Profit Sharing/401(k) Plan | 400 | 01/01/2005 | |
| Plumbers and Steamfitters Local 486 Severance & Annuity 401 (k) Fund | 486 | 08/01/2003 | |
| Plumbers and Pipefitters Local 553 Supplemental Retirement Trust Fund | 553 | 5/1/2004 | 12/31/2015 |
| Steamfitters Local Union 602 Retirement Savings Plan | 602 | 04/23/2003 * Only reciprocal with these DB Plans: PPNPF, 300 DB and 391 DB | |
| UA Local #393 Annuity Fund | 393 | ||
| UA Local 693 Defined Contribution Plan | 693 | ||
| United Association Plumbers Local 773 Annuity Plan | 773 | 11/01/2003 | |
| UA Plumbers and Steamfitters 401(k) and Retirement Plan of Texas | 100, 146, 404 | 09/01/2004 | |
| Connecticut Pipe Trades Local 777 Annuity Fund | 777 | 09/17/2003 | |
| Sprinkler Industry Supplemental Pension Fund | 183, 268, 281, 314, 483, 542, 669, 692, 696, 699, 704, 709, 821 | 11/1/2003 | |
| Southern California Pipe Trades Defined Contribution Fund | 78, 114, 230, 250, 345, 364, 398, 403, 460, 484, 582, 761 | ||
| Twin City Pipe Trades Supplemental Pension Fund | 6, 11, 15, 34, 417, 455, 539, 589 | 12/03/2003 | |
| Western Washington UA Supplemental Pension Plan | 26, 32, 44 | 08/01/2004 |
Optional Pro Rata/Partial Pension Addendum
Since 1990, the UANPF has been entering into an optional pro rata/partial pension addendum with any other United Association pension funds that wished to sign such an addendum. This addendum covers situations not covered by money-follows-the-man reciprocity such as:
- Time periods prior to the commencement of money-follows-the-man reciprocity; and
- Situations where a member transfers Local Union membership (and/or division and trades), and thus home pension fund(s), without becoming vested in one, or more, of the pension funds associated either with the previous Local Union and/or UA division, trade and skill he belonged to and/or the new Local Union and/or division, trade or skill to which he belongs.
In general, the pro rata/partial pension addendum is used to cure breaks-in-service and/or make an individual, who has pension credit in two or more funds, vested and/or eligible in the pension fund(s) when he would not otherwise be vested/eligible for a pension benefit without use of this addendum. The pro rata/partial pension addendum (except for the cross border addenda) generally requires that individuals have at least one future service pension credit in each signatory fund.
An individual must also not have been receiving a pension benefit from any UA pension fund prior to when the applicable pension fund, from which he would like to receive a pro rata/partial pension benefit, signed this pro rata/partial pension addendum.
Each pension fund must look at all hours of retained contributory service made into all signatory funds to determine whether the individual has enough combined hours to make him vested and/or eligible for a benefit from the fund which otherwise would not find him eligible for a pension benefit.
An additional requirement is that the individual have at least some pension credit in any UA pension fund within the five years prior to his effective date of benefits.
Optional Pro Rata/Partial Pension Addendum Listings
There are two listings of UA pension funds that are signatory to an optional pro rata/partial pension addendum with the United Association listed on this website.
The first lists all of the defined benefit pension funds, besides the UANPF, that are currently signatory to the multi-party UA optional pro rata/partial pension addendum to the United Association Pension Fund Reciprocal Agreement. As indicated, all funds signed to this addendum have to recognize any hours an individual may have in any of the signatory funds.
The second lists those funds that were signed to the bi-party UANPF optional pro rata/partial pension addenda but have chosen not to sign the multi-party UA optional pro rata/partial pension addendum.
Pension Funds Signatory to the United Association Multi-Party Optional Pro Rata/Partial Pension Addendum
| Local | Fund Name | Effective Date | Location |
|---|---|---|---|
| 4 | Plumbers and Pipefitters Local 4 Pension Fund | 07/01/2003 – 09/30/2015 | Worcester, MA |
| 7 | Plumbers and Pipefitters Local 7 Pension Fund | 06/06/1995 | Albany, NY |
| 9 | Plumbers & Pipefitters Local 9 Pension Fund | 11/01/2003 | West Trenton, NJ |
| 12 | Plumbers Union Local 12 Pension Fund | 10/12/2010 | Boston, MA |
| 13 | UA Local 13 Pension Fund | 03/01/1999 | Rochester, NY |
| 17 | Plumbers Local Union 17 Pension Fund | 01/01/1979 | Memphis, TN |
| 22 | UA Plumbers and Steamfitters Local 22 Pension Fund | 12/1/1997 | Buffalo, NY |
| 25 | Plumbers and Pipefitters Local 25 Pension Fund | 09/01/2003 | Rock Island, IL |
| 38 | UA Local 38 Pension Trust Fund | 11/01/2004 – 01/31/2015 | San Francisco, CA |
| 43 | Plumbers and Steamfitters Local 43 Pension Fund | 12/1/1989 | Chattanooga, TN |
| 50 | Northwest Ohio Plumbers Local 50 Pension Fund | 12/31/1996 | Toledo, OH |
| 51 | Plumbers and Pipefitters Local 51 Pension Fund | 12/01/1990 | Providence, RI |
| 60 | Plumbers and Steamfitters Local 60 Pension Fund | 9/1/2003 | New Orleans, LA |
| 72 | Local 72 Pension Fund | 05/29/1996 | Atlanta, GA |
| 98 | Plumbers Local 98 Defined Benefit Pension Fund | 07/01/1999 | Detroit, MI |
| 99 | Plumbers and Pipefitters Local 99 Pension Plan | 05/13/2003 | Bloomington, OH |
| 104 | Plumbers and Pipefitters Local 104 Pension Fund | 01/01/1993 | Springfield, MA |
| 111 (former locals 414, 506, 635, 728, 786) | Upper Peninsula Plumbers and Pipefitters Pension Fund | 1/1/1993 | Upper Peninsula, MI |
| 112 | Plumbers, Pipefitters and Apprentices Local 112 Pension Fund | 12/1/2003 | Binghamton, NY |
| 118 | Racine Construction Industry Pension Plan | 09/11/2003 – 12/31/2004 | Racine, WI |
| 120 | Local No. 120 Pension Fund | 09/01/2003 | Cleveland, OH |
| 131 | Plumbers and Steamfitters Local 131 Pension Fund | 11/1/2003 | Hooksett, CT |
| 137 | Plumbers and Steamfitters Local 137 Pension Fund | 9/30/2003 | Springfield, IL |
| 142 | UA Plumbers and Pipefitters Local Union 142 Pension Fund | 1/1/2004 | San Antonio, TX |
| 146 | Plumbers and Steamfitters Local 146 Pension Plan | 10/03/2003 | Fort Worth, TX |
| 150 | Plumbers and Steamfitters Local 150 Pension Fund | 10/17/2003 | Augusta, GA |
| 172 | Plumbers and Pipefitters Local 172 Pension Fund | 11/1/2003 | South Bend, IN |
| 174 | West Michigan Plumbers, Fitters and Services Trades Local 174 Pension Plan | 11/01/2003 | West Michigan, MI |
| 188 | Journeymen and Apprentices Local 188 Pension Fund | 9/1/1980 | Savannah, GA |
| 219 | Plumbing and Pipefitting Industry Local 219 Pension Fund | 5/1/1997 | Akron, OH |
| 250 | Air Conditioning and Refrigeration Industry Retirement Trust Fund | 01/01/1994 | Los Angeles, CA |
| 267 | Plumbers and Steamfitters Local 267 Pension Fund | 12/01/1990 | Syracuse, NY |
| 295 | Plumbers and Pipefitters Local 295 Pension Plan | 09/01/1997 | Daytona Beach, FL |
| 342 | Northern California Pipe Trades Pension Trust Fund | 01/01/1994 | Oakland, CA |
| 343 | Local Union 343 Trust Fund | 07/01/1994 | Vallejo, CA |
| 370 | Flint Plumbing and Pipefitting Industry Pension Fund | 11/01/2003 | Flint, MI |
| 372 | Tuscaloosa Plumbers and Steamfitters Local 372 Pension Fund | 10/1/1979 | Tuscaloosa, AL |
| 373 | UA Local Union 373 Pension Fund | 10/01/2003 | Rockland County, NY |
| 396 | Plumbers and Pipefitters Local 396 Pension Fund | 07/01/2003 | Boardman, OH |
| 421 | Greenville Plumbers and Pipefitters Pension Fund (former Local 391) | 12/1/2003 | Charleston, SC |
| 441 | Local 441 Plumbing and Pipefitting Industry of Kansas Pension Fund (former Local 171) | 10/1/2003 | Wichita, KA |
| 447 | Local Union 447 Pipe Trades Trust Fund | 08/01/1992 | Sacramento, CA |
| 449 | Steamfitters Local 449 Pension Plan | 09/01/1992 | Pittsburgh, PA |
| 464 | Steamfitters and Plumbers Local Union 464 Pension Fund | 6/1/1979 | Omaha, NE |
| 501 | Northern Illinois Pension Fund | 08/20/2003 – 05/31/2014 | Aurora, IL |
| 519 | Plumbers Local Union #519 Pension Trust Fund | 11/1/2003 | Miami, FL |
| 521 | Plumbers and Steamfitters Local 521 Pension Fund | 06/01/2003 | Huntington, WV |
| 537 | Pipefitters Local 537 Pension Fund | 09/14/2011 | Allston, MA |
| 572 | Plumbers and Pipefitters Local 572 Pension Fund | 12/01/1992 | Nashville, TN |
| 597 | Pipefitters’ Retirement Fund Local 597 | 06/01/1992 | Chicago, IL |
| 602 | Heating, Piping & Refrigeration Pension Fund | 09/01/2000 | Washington, DC |
| 630 | Plumbers and Pipefitters Local 630 Pension - Annuity Trust Fund | 6/1/2003 | West Palm Beach, FL |
| 636 | Local 636 Defined Benefit Pension Fund | 06/01/1995 | Detroit, MI |
| 653 | Plumbers and Pipefitters Local 653 Pension Plan | 11/01/2003 | Centralia, IL |
| 675 | Pamcah UA Local 675 Pension Fund | 09/01/2004 | Honolulu, HI |
| 690 | Plumbers Local 690 Pension Plan | 11/01/2003 | Philadelphia, PA |
| 693 | UA Local 693 Defined Benefit Fund | 04/30/2003 | Barre, VT |
| 719 | Plumbers and Pipefitters Local 719 Pension Fund | 9/18/2003 | Broward County, FL |
| 773 | United Association Plumbers Local 773 Pension Plan | 01/01/1974 | Glen Falls, NY |
| 777 | Connecticut Plumbers and Pipefitters Pension Fund | 9/3/2003 | State of Connecticut |
| 782 | UA Local 782 Pension Plan | 08/01/2003 | Seaford, DE |
| 803 | Plumbers and Pipefitters Local 803 Pension Fund | 10/01/2003 | Orlando, FL |
| 469, 741 | Arizona Pipe Trades Pension Trust Fund | 05/26/1994 | Arizona |
| 183, 268, 281, 314, 417, 483, 536, 542, 550, 669, 676, 692, 696, 699, 704, 709, 821 | National Automatic Sprinkler Industry Pension Fund | 01/01/1994 | Landover, MD |
| 502, 633 | Pipefitters Local Unions 502 and 633 Pension Trust Funds | 11/1/2003 | Louisville, KY |
| Covers 158 Local Unions | Plumbers and Pipefitters National Pension Fund | 3/17/2003 | Alexandria, VA |
| 78, 114, 230, 250, 345, 364, 398, 403, 460, 484, 494, 545, 582, 761 | Southern California Pipe Trades Trust Funds (District Council #16) | 10/27/1994 | Southern California |
| 63, 353 | UA Local 63 and 353 Joint Pension Trust | 06/01/2003 | Peoria, IL |
| 26, 32, 44, 598 | Washington State Plumbing & Pipefitting Industry Pension Fund | 1/1/2004 | Washington State |
The United Association National Pension Fund Optional Pro Rata/Partial Pension Addendum only covers future service pension credit accrued in both plans through September 30, 2003. Also, this addendum only covers hours of contributory service in the PPNPF and the individual fund listed below. Pension credit accrued in either plan after that date does not count towards a pro rata/partial pension benefit.
Local Unions that have a Local Pension Fund not Signatory to the United Association Multi-Party Optional Pro Rata/Partial Pension Addendum but were Signatory to the United Association National Pension Fund Optional Pro Rata/Partial Pension Addendum
| Local | Fund Name | Effective Date | Location |
|---|---|---|---|
| 142 | UA Plumbers Local 14 | 6/1/1998 | Jersey City, NJ |
| 24 | Local 24 Pension Fund | 1/1/1991 | Newark, NJ |
| 351 | Plumbers Local 35 Pension Trust | 10/1/1991 | St. Louis, MO |
| 46 | UA Local 46 Toronto Benefit Plans | 7/1/1995 | Toronto, ON, CAN |
| 473 | Plumbers and Steamfitters Local 47 of Northwest PA Combined Funds | 10/1/1990 | Northwest, PA |
| 52 | Plumbers and Steamfitters Local 52 Pension Fund | 1/1/1995 | Montgomery, AL |
| 67 | Plumbing & Pipefitting Workers Local 67 Pension Plan | 5/1/1994 | Hamilton, ON, CAN |
| 83 | Plumbers and Steamfitters Pension Fund of West Virginia and Vicinity, Wheeling Division | 11/23/2000 | Wheeling, WV |
| 85 | Plumbers and Pipefitters UA Local 85 Pension Fund | 2/1/1994 | Saginaw, MI |
| 85 (former Local 816) | Local 816 Pension Plan | 1/1/1993 | Bay City, MI |
| 152 | Local 152 Pension Trust Fund | 12/1/1995 | Morgantown, WV |
| 159 | Bay Area Pipetrades Pension Fund | 10/10/1990 | Martinez, CA |
| 170 | Plumbers and Pipefitters Workers Local 170 Pension Plan | 5/1/1991 | Vancouver, BC, CAN |
| 300 (former Locals 338, 627, 795) | Plumbers and Steamfitters Local 300 Pension Fund | 08/01/1994 | North/South Dakota |
| 333 (former Local 388) | Local #388 Pension Trust Fund | 08/01/1991 | Lansing, MI |
| 357 (former Local 337) | Kalamazoo Plumbers and Pipefitters Pension Trust Fund | 07/01/1991 | Kalamazoo, MI |
| 393 | Journeymen Plumbers and Pipefitters Local 393 Pension Fund | 10/10/1990 | San Jose, CA |
| 420 | Local #420 Pension Fund | 6/1/1992 | Philadelphia, PA |
| 421 (former Local 470) | Pension Plan of Charleston Plumbers and Steamfitters Local Union #470 Pension Plan | 7/1/1991 | Charleston, SC |
| 460 | Local Union 460 Pipe Trades Fringe Benefit Fund | 6/1/1993 | Bakersfield, CA |
| 467 | UA Local 467 Pension Fund | 3/1/1994 | San Mateo, CA |
| 475 | Steamfitters Local Union 475 Pension Fund | 1/1/1998 | Newark, NJ |
| 562 | Pipefitters Local 562 Pension Fund | 01/01/01999 | St. Louis, MO |
| 5924 | Plumbers and Pipefitters Local 592 Pension Fund | 1/1/1993 | Tallahassee, FL |
| 800 | UA Local Union 800 Trust Fund | 5/1/1989 | Sudbury, ON, CAN |
| 75, 601 | Building Trades United Pension Trust Fund | 1/2/1991 | Milwaukee & Vicinity |
| 62, 228, 246, 442 | District Council 36 Pension Trust Fund | 10/10/1990 | Northern California |
| 441 | Plumbing & Pipefitting Industry Trust Fund of Kansas Pension Fund | 2/14/1994 | Kansas |
| 9, 274, 322, 475 | Refrigeration and Air Conditioning Division (UA-NJ) | 1/1/1992 | New Jersey |
| 6, 15, 34, 455, 539 | Twin City Pipe Trades Pension Trust | 11/1/1996 | St. Paul, MN |
1 Local 35 merged into Local 562 effective 01/01/99.
2 Local 14 merged into new Local 24 effective 05/01/09.
3 Local 47 merged into Local 27 & Local 449 effective 07/01/13.
4 Local 592 merged into Local 234 effective 01/01/10.
