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