Management and Administrative Services For Trust Plans

MVI offers the specialized skills and systems necessary to effectively and successfully administer health and welfare trust plans.

PLAN MANAGEMENT AND CONSULTING

MVI is committed to delivering high-quality, tailored employee health coverage solutions that manage employee benefits risk and escalating health care costs. Our experience with plan designs and carriers assures trust clients that they will have an employee health benefits package that meets their specific needs at the most competitive price available.

TRUST MEETINGS AND FINANCIAL SERVICES

MVI coordinates regularly-scheduled trust meetings and prepares trust financial statements for presentation at these meetings. The financials are prepared by degreed accountants and reviewed by certified public accountants as part of our full trust accounting services.

ACCOUNTABILITY AND COMPLIANCE

Under state and federal law, the responsibilities and requirements of a trust have become more challenging to maintain. Being a trustee carries with it much greater responsibilities, obligations and liabilities than in the past. As trust plan administrators, MVI assures that the trust is compliant with current law and regulations and prepares all government reporting. In addition, MVI keeps trustees and employers informed of ongoing changes in state and federal requirements so that our clients are able to protect plan assets and operate efficiently.

MVI offers:

• 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 administration services with skilled in-house staff, saving trust clients time and expense associated
with outside services.