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. TBT’s software products are offered as hosted or licensed solutions. Hosted solutions run out of TBT’s secure, co-location facility; the administrator only supplies the user desktop device, printers, and a connection to the Internet. If you prefer, you may also purchase a license so that TRUSTpartner can run in-house as an intranet solution. TBT also offers a hybrid option, in which a license is purchased but the applications are hosted by TBT.


The TRUSTpartner suite of applications include the following:

Employer Contributions

  • 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

  • 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 Administration

  • 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


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

COBRA Administration

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

Eligibility Processing (hour-bank and premium/flat rate)

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

Active Pension

  • Participation rules
  • Vesting/Benefit credits rules, calculation
  • Benefit calculation
  • Pension benefit statements
  • Actuarial reporting extracts
  • Annual affidavit processing
  • SSA-8955 reporting, extracts

Retirement Processing

  • Retiree setup and maintenance
  • Payment generation (checks, ACH)
  • Payment registers
  • Annual affidavit processing
  • State and Federal tax reporting extracts, reports
  • 1099 processing

Vacation/Dues Processing

  • 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)

Electronic Employer Reporting (WebERF)


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