Health & Welfare Fund Administration

Reliable, Compliant, and Cost-Conscious

Maintaining records of participant benefits

Amalgamated Employee Benefits Administrators delivers complete Health & Welfare Fund administration with a focus on fiduciary responsibility, financial accuracy, and responsive service.

Key Services

  • Participant eligibility and benefits, and
  • Application and reconciliation of employer contributions
  • Full financial recordkeeping and audit support
  • Trustee meeting preparation, attendance, and reporting
  • Government filings and Summary Annual Report distribution
  • Billing, collection, and reconciliation of employer contributions
  • Member support for eligibility, claims, COBRA, premiums, and appeals
  • Coordination with attorneys, actuaries, accountants, and consultants
  • Appeals management and member inquiry support
  • Maintenance of plan documents, SPDs, amendments, trustee meeting minutes, and trust agreements
  • 401(k) Administration
  • Scholarship and Training Fund Administration

We deliver reliable, end-to-end administration tailored to your plan’s rules and requirements.