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Health Fund Administration

HEALTH FUND ADMINISTRATION

  • Maintain Financial Records
  • Accounts payable/receivable
  • Bank reconciliations
  • Record monthly receipts to the General Ledger
  • Preparation of financial reports for trustee meetings
  • Preparation of all applicable filings
  • Assistance with annual audits
  • Summary Annual Reports

  • Maintain Official Fund Records
    • Plan Documents and Plan Amendments
    • SPD's/SMM's/Benefit Overviews
    • CBA/Participation Agreements/MOU
    • Trustee meeting minutes
    • Trust Agreements
    • Rate/fee adjustments

  • General Administration, Coordination and Communication with Fund Professionals
    • Attorney
    • Actuary
    • Accountant
    • Other Fund Professionals and Consultants
    • Trustee meeting attendance

  • Appeals
    • Preparation/Documentation
    • Presentation
    • Recommendation
    • Receive Final Determination
    • Communicate Resolution