• Trust Fund Office Administration
    • Meeting and Conference Coordination
    • Preparation and Distribution of Trust Meeting Agenda and Minutes
    • Custodian of Trust Documents
    • New Trustee Orientation
    • Publication and Distribution of Plan Notices
    • Coordination with Service Providers
    • Dedicated Staff to Provide In-Person, on the Phone or Email Customer Service
  • Health & Welfare Administration
    • Health & Welfare Enrollment and Eligibility Management
    • Claims Adjudication
    • Managed Care Services and Utilization Review
    • Provider Network Maintenance
    • COBRA Administration
    • Hours Bank Administration
    • Benefit Appeal Administration
    • Stop Loss Monitoring and Coordination
    • On-line claim status and eligibility look up
  • Vacation, Contribution, Audit Administration
    • Vacation Benefit eligibility management
    • Application Processing
    • Contribution history recordkeeping and employer reporting
    • Conducting payroll audits
    • Employer Contribution Collection and Delinquency Management
    • Reciprocity Administration
  • Pension and Annuity Administration
    • Defined Benefit Plan Eligibility Management
    • Defined Contribution Plan Eligibility Management
    • Qualified Domestic Relations Order Processing
    • Application Processing
    • Annual Benefit Statement Preparation and Distribution
    • Annual Pension Retiree Verification Processing
    • Provide Participant Data for Actuarial Valuation
  • Accounting Services
    • Financial Statement Preparation and Distribution
    • Budget Preparation
    • Payroll Administration
    • Cash Management Funds Coordination
    • Plan Expense Management
    • Government and Tax Reporting and Filing
    • Facilitation of External and Government Audits
  • Technology Services
    • Secure Participant Portal
    • Secure Employer Portal
    • Custom Website
    • 24/7 Interactive Voice Response System