What is the average implementation timeframe between the execution of an agreement and live processing?
The average implementation timeframe for a self-administered group is typically 90 – 150 days from the project start date to the commencement of parallel processing. However, we will provide a more accurate timeframe after we’ve had one or two conversations with you.
Are there typical TRUSTpartner setup and installation costs?
Setup and installation costs can vary widely, depending on the number of trust funds (e.g., health & welfare, pension, vacation, etc.) you’re administering, the level of cooperation by your current software provider (e.g., provide record layouts and data dictionary, accurate balancing reports, and timely data exports), and the availability of the fund office staff to answer questions, participate in training and parallel processing, etc. However, “ballpark” estimates will be provided following some data-gathering calls or visits to your office.
Does TBT provide electronic and/or onsite training?
TBT provides electronic (Zoom, MS Teams) training as well as onsite train-the-trainer classes.
Does TBT offer customization services?
TBT will “tailor” its applications to meet your specific requirements. We don’t call it “customizing”, in that we include all software changes in a release of the product that’s distributed to all clients. However, depending on the nature of the changes, parameters can usually be used to either activate or de-activate certain features that have been implemented.
How are SaaS fees determined?
SaaS “subscription” fees are determined by the number of TRUSTpartner applications (e.g., eligibility, employer contributions, vacation/dues processing, etc.) your organization requires and the number of concurrent users. The SaaS fee includes the hosting of the software in TBT’s secure Cogent co-location facilities (Pasadena, CA and Phoenix, AZ), daily backup and retention of production data, periodic software upgrades, and customer support.
What kind of trades are administered with TBT’s software products?
Electrical workers, longshoremen, apartment employees, bricklayers, teachers, nurses, ironworkers, firemen, office employees, police, service employees, glaziers, sheet metal workers, laborers, painting and drywall, floor covering workers, tool and die employees, air conditioning and refrigeration workers, and teamsters.
Does TRUSTpartner support hour-bank eligibility?
Yes—monthly, quarterly, semi-annual and annual calculations, based on work hours, contributions, and premiums.
Does TBT offer a healthcare claims administration product?
TBT no longer offers a healthcare claims administration system, but is willing to integrate the TRUSTpartner platform with the claims system of your choice.
Does TRUSTpartner generate 820s and 834s?
Yes
Is the same version of TBT’s software products deployed for every client, regardless of size or type?
Except under unique circumstances and for a limited time, TBT’s SaaS clients use the same “root level” version of the its software products, regardless of size or type (e.g., construction trades, entertainment, school district, etc.).
What are the smallest and largest clients that are using TRUSTpartner to administer benefits?
TBT’s smallest customer administers benefits for 500 employees; one of TBT’s TPA customers uses TRUSTpartner to administer benefits for one of its clients that has more than 30,000 employees and retirees.
Does TBT recommend parallel processing and if so, how long does a typical parallel last?
A new client usually does not have enough staff to perform full parallels. However, we always recommend that some level of parallel processing be performed.
In the first project implementation meeting, the TBT projects manager will request that at minimum, you begin to store copies of employer report forms that represent each collective bargaining agreement as well as reports that are particularly challenging for your staff to process. These reports will be processed during a parallel to ensure that every version of the employer reports is working as expected. Processing will be performed by your staff using the employer reporting portal as well as the “back-office” TRUSTpartner applications.
The project manager will also recommend that all benefit distributions, such as retiree, annuity and vacation benefit payments, be paralleled so that checks, registers, positive pay files, and other reports/extracts can be thoroughly examined by your staff and/or banking institutions.
The nature and scope of the parallels are discussed and agreed upon early in the implementation cycle so that when the time comes, a detailed timeline is in place and the implementation team members and resources from both organizations are prepared to execute the plan.