Union-negotiated and Taft-Hartley (jointly-trusteed) plans comprise a large segment of our business.  We work with trustees, unions, and employers to establish welfare benefit plans pursuant to collectively bargained contracts.  Our services extend to pension plans and vacation plans as well.

In our capacity as contract administrator, we provide health and welfare services including:

• Consulting services relating to plan design and implementation, including ERISA required participant disclosure.
• Actuarial review of funding alternatives and recommendations relating to self-funding contract type, including minimum premium and retrospective refund arrangements.
• Administer delinquency procedures and ancillary programs such as apprenticeship, vacation, and medical reimbursement benefits.
• Perform escrow eligibility administration under either hour bank or dollar bank eligibility system.
• Perform FASB 106 and retiree health care funding calculations.
• Summary plan description, employee benefit statements, and required ERISA disclosure to participants.
• Process health care claims and provide statistical cost and utilization management data concerning the plan's operation.
• Negotiate managed care and provider networks for medical, dental, vision, and prescription drug delivery, to help contain program costs.
• Accounting and financial statements.

Pension services include:

• Actuarial valuation and funding status reports.
• Comprehensive management reports.
• Summary plan description, employee benefit statements, and required ERISA disclosure to participants.
• Assistance to auditor in required filings.
• Accounting and financial statements.

We have a proven reputation for providing timely and accurate administrative services to jointly-trusteed and union-negotiated plans.  We are confdent that you will be satisfied with the level of service we provide.