TBT Product Brochure

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TBT’s benefits administration system, called TRUSTpartner, is used by self-administered Taft-Hartley/ERISA trust funds and third party administrators.  It is comprised of the following modules:

Communication Tracking Software

  • maintains history of contacts by topic, family member
  • supports referrals outside of membership services department
  • statistical reports by user, topic, severity level and open/closed logs
  • response windows facilitate interaction with caller
  • tracks phone calls and other forms of paper and electronic communication

Employer Contributions Software

  • extensive contracts management system
  • incoming and outgoing reciprocity
  • billing
  • project reporting
  • payment application
  • hours, wages and premium entry
  • reporting (PDF and spreadsheets)
  • delinquency (LD and interest) processing and reporting

Employer Audit Software

  • seamlessly integrated with employer contributions
  • provides “real time” access to all data, even from outside the office
  • user-defined checklists and follow up calendars
  • extensive notes facility
  • supports project breakdowns
  • tracks sub-violations
  • maintains viewable history of past audits

Collections Software

  • seamlessly integrated with employer contributions
  • generates payment plans/amortization schedules, and tracks payments
  • user-defined checklists and follow up calendar
  • multiple delinquencies tracked as separate cases
  • extensive internal and external (trustee) notes facility
  • supports waiver processing, project breakdowns, and miscellaneous fees

Enrollment Software

  • flexible family/individual health level elections
  • user-defined alerts
  • external ID tracking for communication with outside constituents
  • generation of 834s for carrier reporting

COBRA Software

  • billing module
  • generates monthly and on-request HIPAA/COBRA notices
  • seamlessly integrated with enrollment processing
  • payment processing

Hour Bank Eligibility Software

  • rules-based calculation
  • premium-based calculation
  • contributions-based calculation
  • seamlessly integrated with COBRA administration
  • reporting (PDF and spreadsheets)

Pension Software

  • pension benefit checks, registers
  • ACH processing
  • SSA notices
  • actuarial exports
  • PBIC death transmittal
  • vesting, benefit calculation
  • pension benefit statements
  • annual affidavit processing

Vacation/Dues Software

  • annual vacation payouts (checks, ACH)
  • on demand payments for hardship withdrawals and other special circumstances approved by the trustees
  • supports processing of multiple dues funds, PAC deductions, lien/levy processing and more
  • generates electronic transmittals to credit union
  • reporting (PDF and spreadsheets)


Let TBT's team of information technology professionals help you implement the IT requirements of your organization. Our knowledgeable staff has extensive multiemployer industry experience from both an IT and operations/plan administration perspective. Our capabilities include planning, analysis, functional/technical designs, programming, project management, legacy applications programming support, hosting, and more.

A critical aspect of HIPAA compliance is a comprehensive disaster recovery and business continuation strategy. TBT can provide the assistance you need to design, implement and continuously test your Plan’s readiness in the event of a serious disruption to your operation


Where to Find Us

Trust Benefit Technologies
2011 E. Financial Way

Suite 220

Glendora, CA 91741


Phone: (626) 852-5540

Business Hours

Monday - Friday

8:00am - 5:00pm


Electronic Employer Reporting, v 3.4


Version 3.4 (integrated version) has some nice new features, including the ability for an employer to make miscellaneous payments  (e.g., LDs, interest, fees, payment plans, etc.), send requests directly to the Fund Office "Employer Liaison Queue", and to process payments via EFT (as well as the Automated Clearing House).