Health and Welfare Trust Plan Administration

light_house_180x518MVI offers the specialized skills and systems necessary to effectively and successfully administer health and welfare Trust plans.

  • Medical, dental and vision plan packages
  • Premium administration, hour and dollar banks
  • General agent services
  • Plan accounting in full compliance with GAAP, SAS and Financial Accounting Standards (FAS) requirements
  • Employer invoicing services
  • Claims adjudication assistance
  • Collective bargaining agreement compliance and revision assistance
  • Public and private plan business and asset management
  • Qualifying and screening of trustee candidates
  • Trustee education
  • Government agency reporting
  • Auditor retention and compliance assistance

MVI provides these comprehensive trust plan administration services with skilled in-house staff, saving Trust clients time and expense associated with outside services.



Home Health and Welfare Trust Plan Administration