Welcome to The Benefits Trust
COPA members can take advantage of very competitive rates on group benefit plans tailor made and not otherwise available to small groups.
We help successful business owners build a better benefits plan than they can get anywhere else.
The Benefits Trust helps businesses build a better benefits plan than they can get anywhere else. These custom benefits plans give their clients what they want, rather than what is dictated to them by traditional insurance carriers. Through proper design of a custom benefits plan, their clients have successfully turned group benefits from an expense to a tax effective strategic advantage. Ultimately, what differentiates them is flexibility, clarity and administrative simplicity.
For 25 years, The Benefits Trust has provided Third Party Administration (TPA) services for employer groups of one or more exclusively through our professional insurance advisor distribution network. They are an independent and privately-owned firm with longstanding business relationships with nearly 20 insurance companies and service providers.
As a full-service TPA, they offer custom group benefits solutions with self-insured and insured options for small and mid-sized businesses in Canada. Their full suite of benefits plan services includes:
- Custom Drug, Medical and Dental Plans
- Hybrid Benefit Plans
- Health Care Spending Accounts
- Executive Benefit Plans
- Life, AD&D, Disability, Critical Illness, Group Travel, and EAP billing
- Stop Loss attachment levels from $7,500 and up
- Solutions for family businesses, seasonal employees, and more!
Their process helps companies gain complete control over employee benefit costs; maximizes plan design flexibility; and enhances tax advantaged benefit opportunities for key executives and highly compensated employees.
They communicate. Clients are never surprised by the financial results of their employee benefits plans, due to the monthly reporting, regular communication from account representatives, and detailed yet simplified plan administration.
They are friendly. If clients or members have questions or concerns they call them and they answer the phone. No need to enter a ten digit PIN, and no waiting in a queue. They will speak with one of their team members immediately, so they can answer any questions and resolve all concerns in a timely fashion.
They are fast. 99% of all Health and Dental claims are processed the same day they receive them. They allow electronic claims submission and direct deposit to ensure members are reimbursed as quickly as possible. Claims may be submitted electronically through their mobile claims app, online claims submission form, email or fax, as well as EDI and pay-direct drug card.
Contacts
For Quotes, Solutions, Sales Ideas, Plan Design Discussions contact:
Robert Crowder at rcrowder@thebenefitstrust.com
Mike Ignatz at mignatz@thebenefitstrust.com.
You can also speak to Sam Moncada at COPA
(416) 282-0022 ext.125,
ngamble@copa.ca
The Benefits Trust
3800 Steeles Avenue West
Vaughan, Ontario L4L 4G9
Phone: (905) 264-8990 or (416) 498-7723
Toll Free: (800) 264-1123
Email: info@thebenefitstrust.com
Website: www.thebenefitstrust.com
