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Fund Administration System
The MemberTrack '05 Fund
Administration System automates many of the functions that
you may now do manually, including pension and annuity
payment processing, pension eligibility, welfare claims
processing, and employer remittance processing. The
system is completely customized according to the unique
rules and requirements of your organization, and the CSI
staff will work closely with your fund
administrator and personnel in the development of the
components that you need.
Some of the available components of the MemberTrack '05
Fund Administration System are:
 | Employer Remittance
Processing: generate monthly
employer billings, enter contractor contributions into an
unlimited number of funds, track employer delinquencies,
send reciprocal contribution payments to locals for
"travelers" |
| Pension Eligibility:
determine members' pension eligibility based on your
unique pension eligibility guidelines, generate pension
worksheet indicating pension alternatives |
| Monthly Pension
Payment Processing:
automatically generate monthly pension checks, create
direct deposit transactions, generate 1099-R forms,
electronic filing to IRS |
| Recurring and
Lump-Sum Annuity Payment Processing:
track members' annuity balances, apply interest and
forfeitures, create recurring and lump-sum annuity checks,
generate 1099-R forms, electronic filing to IRS |
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Medical/Dental/Prescription/Legal Claims Processing:
complete Health & Welfare processing including HIPAA-compliant
transaction processing, automatic adjudication of claims
based on your unique Schedule of Benefits, generate EOB's
and checks, experience reporting, generate 1099-MISC
forms, electronic filing to IRS |
| Welfare Eligibility:
automatically determine members' welfare eligibility based
on your individual eligibility requirements |
| Disability
Processing: track members'
disability, generate disability payments |
| COBRA and Premium
Payment Processing:
automatically generate COBRA and HIPAA notices upon loss
of eligibility, process members' premium and COBRA
payments, track members' COBRA periods |
| Vacation Benefit
Tracking: track members'
vacation contributions, generate vacation vouchers or
checks based on your unique benefit guidelines |
| Scholarship Benefit
Tracking: track members'
scholarship contributions, award scholarships based on
your fund's requirements, track scholarship recipients to
ensure continued eligibility |
| Document
Imaging: integrated
document imaging of all member-related documents for easy
"paperless" retrieval
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Copyright © 2001-2005 CompuDat Systems,
Inc.
MemberTrack '05
is a trademark of CompuDat Systems, Inc.
All rights reserved. |
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Changes to your
Benefit Schedule?
MemberTrack '05
provides the capability for user-defined parameters,
which means no "hard-coding" of benefit limitations,
amounts and restrictions - you can simply change
parameters as needed.
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Save time and
money!
MemberTrack '05
offers MICR-encoded check writing capability, which
means less time spent printing checks and savings on
check printing expenses by purchasing blank check
stock!
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