UANPF Plan Updates
The United Association National Pension Fund (UANPF) aims to keep our Participants, Local Unions and Employers informed of the latest news and updates related to the plan.
Below are several important updates you should be aware of:
IRS Form 1099-R Mailing
Updated on 01/09/2024
IRS Form 1099-R, which shows the distributions you received during the 2023 tax year from the National Pension Fund, will be mailed by January 31, 2024, as required by the IRS.
If you do not receive your 1099-R Form by February 15, 2024, please contact the Fund for a replacement copy. Please note, the Fund Office is not able to provide replacement 1099-R forms until after February 15, 2024. However, you may use your secure log-in to our website to obtain copies of your 1099-R form and Instructions now.
Pension Fund Name Change
Updated on 07/01/2021
The Plumbers and Pipefitters National Pension Fund has officially changed it’s name to the United Association National Pension Fund or UANPF. In the same way that the UA and the industries it leads are constantly evolving and growing, the National Pension Fund Board of Trustees felt this was an important change to better reflect the diverse range of workers participating in the Fund today, and in the future.
You will see the new United Association National Pension Fund name throughout the newly launched website and on all of your communications moving forward from the Fund.
On-Line Pension Application and Payment Status Updates
Updated on 01/12/2021
IRS Form 1099-R Mailing
Updated on 01/27/2021
IRS FORM 1099-R, which shows the distributions you received during the 2021 tax year from the National Pension Fund, will be mailed by January 31, 2022. If you do not receive your 1099-R Form by February 15, 2022, please contact the Fund for a replacement copy. NOTE: WE CANNOT PROVIDE A REPLACEMENT COPY PRIOR TO FEBRUARY 15, 2022.
The 2022 Form W4-P was not enclosed with your 2021 1099-R due to changes not yet available to the Fund. The IRS has modified the form as a result of recent tax changes. Once the Fund has adapted the 2022 Form W4-P and the software to be compatible, the new 2022 Form W4-P will be available from the IRS without modification at www.irs.gov/pub/irs-pdf/fw4p.pdf or on the Fund’s website with modification at www.ppnpf/org/W4P.pdf. If you do not have access to obtain this form online, please call the Fund office and we will mail one to you as soon as it becomes available.
Required Use of the PEERS Platform for All Contributing Employers
Updated on 01/12/2021
The Fund recently launched the Pension Electronic Employer Remittance System, better known as PEERS. As a secure, web-based electronic remittance system, PEERS will save contributing employers valuable time and expense when submitting their monthly remittances. In turn, it will allow the Fund to process contributions more efficiently and credit hours to Participants more promptly. This is one of many measures we are adopting to reduce administrative costs and increase the efficiency of Fund office operations.
We are onboarding employers to the PEERS system in stages, and as we continue that process, the use of PEERS will be mandated as the sole means of remitting employer contributions to the Fund. Employers are being sent invitation e-mails which require them to register with PEERS. Please click here for more information regarding the use of PEERS for all contribution Employers. Any employer that needs assistance with the transition to PEERS should contact the PEERS Helpdesk staff who are available from 7:00 AM – 4:30 PM ET, Monday thru Friday and can be reached by e-mail at PEERSHelpdesk@uanpf.com or by phone at 1-800-638-7442, ext. 3340.
Standard Form of Participation Agreement ("SFPA")
Updated on July 1, 2021
The Fund has revised the Fund’s Standard Form of Participation Agreement (“Form”) for employers that contribute to the Fund on behalf of bargaining unit employees under the terms of a collective bargaining agreement. A copy of the revised Form is attached. Effective July 1, 2021, the Fund requires use of the revised Form when your local union signs employers to your local agreement. If your local union includes the text of the Form in your local agreement, please ensure that the revised language is included in your CBA when it is next negotiated.
The revised Form requires (in paragraph 1(d)) that an Employer continue contributing on behalf of those “bargaining unit alumni” (non-bargaining unit employees who were previously covered by the Fund as members of the bargaining unit) whom the Employer continues to pay an hourly wage, and on whose behalf the Employer continues to make all other benefit contributions pursuant to the Collective Bargaining Agreement.” Under the revised Form, then, if the employer and the local funds find that a bargaining unit alumnus is a person for whom contributions should still be made, then the Fund will also treat contributions as required for that person. If such a person is a 10% or greater owner, however, or if the employer wants to contribute on behalf of other non-bargaining unit employees, a separate participation agreement will be required.