Services

Full-service administration for Taft-Hartley funds.

The primary business of Lawrence C. Musgrove Associates, Inc. has been providing third-party contract administrative services to Taft-Hartley Health and Welfare, Pension, Annuity, and Apprentice/Training funds.

Network Access

We maintain a joint venture with American Benefit Corporation (ABC) to provide access to the Anthem Blue Cross and Blue Shield provider network — giving smaller groups access to the same discounts as larger organizations.

01

Health & Welfare

  • Printing of ID cards
  • Reconciliation of bank statements
  • Processing of employer contributions
  • Enrollment processing
  • Vendor payment processing
  • Eligibility file maintenance
  • Year-end tax form preparation
  • Annual employee contribution / accrued benefit letters
  • Quarterly eligibility letters to members
  • Trustee meeting support — packets and minutes
  • Processing reciprocals to participating unions
  • Processing death benefit claims
02

Pension

  • Direct deposit of pension check
  • Pension calculation and correspondence
  • Reciprocal pensions
  • IRS forms and required filings
  • SPD review and distribution to participants
03

Annuity

  • General administrative services of annuity fund
  • IRS forms and required filings
  • SPD review and distribution to members
04

Claims & Benefits Processing

  • Health, dental, and vision claims processing
  • Customized health benefits design
  • Use of PPO networks and pharmacy benefit managers
  • Claims re-pricing
  • Loss of time / disability processing
  • COBRA and HIPAA processing
  • Stop loss coverage

We look forward to serving you.

Questions about setting up administration for your fund? Reach us directly.

Contact Us