Est. 1977 · Taft-Hartley Fund Administration

We are proud to serve those who build America.

We have been providing administrative services for Taft-Hartley funds and group benefit plans since 1977 — dedicated to personal, prompt, courteous service. From pension, annuity, and health, to training plans, our experienced, competent team delivers unmatched administrative support.

Serving plans since

1977

Reporting

Internet reporting capabilities, built for how trustees and employers actually work.

Staff

Knowledgeable, specialized, professional staff who know Taft-Hartley plans inside and out.

Service

Personal, courteous, and prompt customer service — every call, every claim.

What We Administer

Full-service plan administration, built for multi-employer funds.

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01

Health & Welfare

Enrollment, eligibility, ID cards, employer contributions, vendor payments, and death benefit claims.

02

Pension

Pension calculations, reciprocal pensions, direct deposit, IRS filings, and SPD distribution.

03

Annuity

General fund administration, IRS compliance, and plan document distribution to participants.

04

Claims & Benefits

Health, dental, and vision claims processing, disability processing, COBRA and HIPAA, and stop loss coverage.

Since 1977

Four decades of trusted plan administration.

In 1977, Lawrence C. Musgrove purchased and expanded a Taft-Hartley administration practice first organized in 1953. Today, our computer systems and software are tailor-made for Taft-Hartley plans — with eligibility rules matched to each plan's needs, data backed up daily, and copies kept off-site for recovery.

“Everyone in your company has been professional, friendly and very responsive to our needs. Local 980 and 351 have benefited from the last 32 years of doing business with you, and we look forward to many more years working together.”

John R. Weaver — President, Laborers’ Local Union 980; Chairman, Laborers 980 Health, Pension and Training Funds

We look forward to serving you.

Questions about a plan, a claim, or setting up new administration? Reach us directly.

Phone
1-800-552-6972
Local
1-540-345-7735
Mail
P.O. Box 1769, Salem, VA 24153