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Secure, Compliant Support for Benefit Fund Operations
Benefit Fund Administration
End-to-End Administrative Solutions for Taft-Hartley, Union Benefit Plans & Trust Funds
Tab Service Company works with benefit fund administrators and trust funds to optimize operations and ensure compliance. From contribution processing to tax form compliance, our facilities and processes are SOC 2 compliant to ensure the security, accuracy, and reliability benefit fund administration demands.
Our Benefit Fund Administrator Solutions
Benefit fund administrators work within strict compliance and fiduciary requirements. Participant communications must be accurate, timely, and compliant, while annual tax reporting requires processing thousands of forms with zero tolerance for error. Meanwhile, manual data entry, document management, and correspondence consume staff resources that could focus on plan oversight and participant service.
Tab Service Company provides comprehensive business process outsourcing tailored to the unique regulatory and operational demands of benefit fund administration. With the highest standards for data security, fiduciary responsibility, and audit readiness, we streamline contribution processing to increase participant services, ensure compliance, and reduce operational costs.
Our Benefit Fund Solutions:
- Participant communications and benefit statements
- Tax form processing and IRS e-filing (1099-R, 1095-B/C)
- Document management and digital archiving
- Data entry and forms processing
- Survey services for participant satisfaction
Benefit Fund Administration Services
Explore Our Detailed Services Provided to Benefit Fund Administrators
Tax Form Processing & IRS E-Filing
Streamline your annual tax reporting with our comprehensive solution designed specifically for benefit fund administrators. We handle the entire process, ensuring complete compliance while eliminating the administrative burden on your fund staff. Our platform processes all required tax forms for pension, health, and welfare plans with unlimited corrections included at no additional cost.
Tax Forms We Process
- 1099-R: Pension and annuity distributions
- 1095-B: Health coverage reporting (fully-insured plans)
- 1095-C: Employer-provided health coverage (self-insured)
- 1099-MISC/NEC: Professional service payments
- W-2: For fund administrative employees
Participant Communications & Benefit Statements
Ensure timely and compliant delivery of all required participant communications while reducing internal production costs and administrative burden. We handle everything with DOL-compliant formatting, multi-channel delivery options, and complete proof of mailing documentation. Our variable data printing capabilities allow for personalized communications while maintaining professional presentation and regulatory compliance.
Services We Provide
- Annual funding notices and participant notices
- Summary Plan Descriptions (SPD), Summary of Benefits and Coverage (SBC), and Summary of Material Modifications (SMM)
- COBRA notifications and continuation coverage
- Open enrollment materials and benefit election forms
- Quarterly and annual participant benefit statements and eligibility confirmations
Document Management & Digital Archiving
Eliminate costly physical storage while ensuring instant access to fund documents for DOL audits, trustee reviews, and daily operations. Our document digitization services transforms your files into searchable digital archives with professional indexing and ERISA-compliant retention management. Support distributed fund offices, remote trustees, and rapid audit response with secure web-based access to any document in seconds.
Common Applications
- Plan documents, amendments, and Summary Plan Descriptions
- Trustee meeting minutes, resolutions, and governance documentation
- Annual contribution reports and employer remittance records
- Participant enrollment forms and beneficiary designations
- Actuarial valuations, audit reports, and Form 5500 filings
Data Entry & Forms Processing
Speed up eligibility determinations, benefit calculations, and enrollment processing with our secure data entry services specifically designed for multi-employer benefit plans. Our dual-verification workflows ensure 99.9% accuracy and eliminating backlogs during open enrollment periods and ensuring timely eligibility determinations. We integrate directly with major benefit administration platforms for seamless data flow.
Services We Provide
- Monthly employer contribution report data entry and reconciliation
- Participant enrollment and change forms processing
- QDRO (Qualified Domestic Relations Order) data capture
- Pension application and beneficiary election processing
- Claims forms and appeal documentation entry
Survey Services & Participant Satisfaction Research
Gather actionable feedback from participants and retirees to support plan design decisions, measure satisfaction with benefit offerings, and demonstrate fiduciary responsibility. Our comprehensive survey services handle everything from multi-modal distribution to high-volume data processing to deliver clean datasets and executive summaries that inform trustee discussions on plan improvements, provider selections, and benefit modifications.
Services We Provide
- Participant satisfaction surveys across health, pension, and welfare benefits
- Retiree surveys measuring adequacy and service quality
- Open enrollment feedback and benefit utilization studies
- Provider network satisfaction (healthcare plans)
- Plan design research to inform trustee decisions
Why Benefit Fund Administrators Choose Tab
Benefit Fund Expertise
We understand ERISA, Taft-Hartley, DOL regulations, Form 5500 requirements, and the complexities of multi-employer benefit plans
Security & Compliance First
SOC 2 Type II certified, ERISA compliant, with encrypted data transmission, comprehensive audit trails, and fiduciary-grade security
System Integration
Direct compatibility with major benefit administration platforms (Employco, Janus, BeneSys, Futureplan, CONEXIS, DSI)
Audit Ready
Complete documentation, audit trails, and process controls that satisfy DOL examinations and annual financial audits
Cost Efficiency
Reduce operational costs while improving accuracy, speed, and service quality
Scalability
Handle volume fluctuations (open enrollment, year-end, contribution cycles) without staffing challenges
Benefit Funds We Serve
- Health & Welfare Funds – Multi-employer health, dental, vision, and life insurance plans requiring participant communications and contribution processing.
- Pension & Retirement Funds – Defined benefit and defined contribution plans needing 1099-R processing, participant statements, and document management.
- Combination Funds – Integrated health, pension, and training funds administered together requiring coordinated services.
- Apprenticeship & Training Funds – Union training programs needing student records, compliance documentation, and communications.
- Vacation & Holiday Funds – Seasonal benefit funds requiring contribution tracking and participant payment processing.
- Third-Party Administrators (TPAs) – Benefit administration firms managing multiple funds and plans requiring scalable outsourcing capacity.
- Union Associations – Labor organizations administering member benefit programs and services.
Technical Capabilities for Benefit Funds
Data Formats & Standards
- Common Formats: CSV, XML, JSON, fixed-width, PDF, Excel
- Tax Forms: IRS FIRE system, ACA reporting specifications
- Export Options: Database imports, API integrations, custom formats
Security & Compliance
- SOC 2 Type II audited annually
- ERISA fiduciary standards compliance
- IRS-authorized e-file provider
- DOL regulatory compliance
- Encrypted data transmission
- Role-based access controls
- Comprehensive audit trails
- Business continuity and disaster recovery
Measurable Results
Client Success Stories
40-50%
Reduction in labor hours for tax reporting
SOC2
Audited for data security, privacy, and processing integrity
35%+
Average cost savings with print & mail services
“We’ve managed to send out about 440,000 tax forms accurately and on time, which is a really big deal for us. They’re very easy to work with — they always meet deadlines, respond fast, and communicate well. In comparison to all the vendors that I had worked with before, Tab Service Company is the most responsive. Whenever we have an issue or a question, they respond to us within the day. I’ve been working in IT for over 40 years, and they’re one of the easiest vendors I’ve ever worked with.”
Pricing & ROI for Benefit Funds
Transparent, Fund-Friendly Pricing
We understand benefit fund economics and the fiduciary responsibility to manage expenses prudently while maintaining quality service.
Typical Cost Savings
- Contribution Processing: Faster with 30-50% lower costs than in-house staff
- Tax Forms: 50% savings vs. in-house processing
- Participant Communications: 30-40% reduction through postal optimization and production
- Document Management: Eliminate off-site storage and retrieval costs
- Data Entry: Per-transaction pricing below fully-loaded FTE costs
Flexible Pricing Models
- Per-transaction pricing
- Per-piece pricing
- Monthly subscription for predictable ongoing services
- Hybrid models combining base fees + volume pricing
- Multi-service bundle discounts
- Scalable pricing that adjusts with participant counts
Return on Investment
- Reduce administrative expenses
- Improve participant service and satisfaction
- Ensure compliance and reduce risk of DOL penalties
- Scale operations without proportional expense increases
- Redeploy staff to high-value participant counseling
- Support fund growth and expanded benefits
Getting Started
Free Consultation Includes:
- 30-minute discovery call
- Current workflow and pain point assessment
- Custom proposal tailored to your systems and workflows
Ready to Optimize Your Benefit Fund Operations?
Let’s discuss how Tab Service Company can help your fund reduce administrative costs, ensure compliance, improve participant service, and give your trustees confidence in operational efficiency.