The Expertise You Need

 

Since Union Benefits was founded, we have worked to earn the trust of Trustees to help them manage their pension, benefit and supplemental trust funds/plans. Today, we proudly serve over 10,000 members from 17 multi-employer union locals by delivering “best in class” service and expertise. Our team of professional trust fund administrators and benefit plan consultants deliver comprehensive support and expertise that Trustees need:

 

 

Trust Fund Administration

• Collection of contributions

• Allocate contributions

• Trust Fund accounting & reporting

• Reciprocations

• Record maintenance & storage

• Trustee Board meetings & governance

• Website (Trustees/Members)

• Benefits eligibility

• Member level accounting

• Data management & reporting

• Regulatory, compliance

• Coordinate/support audit, tax

• Trustee education

• Custom solutions for Locals

Pension Plan Administration

• DB/DC Pension Benefit management

• DB pensioner payments

• Retirements, terminations, deaths

• Records management

• Plan booklets; Member communications

• Member support & service

• Co-ordinate professionals

• Insurance company/Custodian interface

Benefit Plan Administration

• Benefit plan design

• Claims adjudication – 24 hour

• Claims payment – direct deposit

• Records management

• Plan booklets; Member communication

• Online claims access; Mobile app

• Member support & services

• Insurance company interface

Complete Administration Services for…

• Vacation Pay Trusts

• Supplementary Unemployment Benefit (SUB) Trusts

• Legal Services Trusts

• Other

 

Our unique service delivery model allows Trustees to decide what services they need (and pay for) providing a customized solution that accommodates their needs with minimal cost. Thanks to our “at cost” operating approach, our participating trust funds pay some of the lowest administration and consulting fees in the industry. By combining our expertise with our superior client service, we save money for every trust fund client we work with while maintaining a steady eye on the financial health of each trust fund. It’s an unbeatable combination and it is available to you only from Union Benefits.