Trusts
We are built for the complexity and long-term stewardship that trusts require, through our experience and expertise with Western Growers Assurance Trust.
Average savings on OON claims
Client retention
TPA experience
Same-day call resolution
Trust(s) built-in
Trusts are built to serve many employers, plan designs, eligibility rules, and member needs at once, which means the details have to work together without creating more work for the people managing them. We help keep that complexity organized with steady administration, clear member support, and the flexibility to handle the day-to-day realities that come with running a trust.
Our experience operating Western Growers Assurance Trust, which serves 23,000 members, gives us a practical understanding of what trust leaders need: dependable service, consistent execution, and support that works for participating employers and members.
Make the complex feel coordinated
We make a complex, multi-employer benefits environment feel consistent and manageable by working closely with stakeholders to keep plan administration disciplined.
Trust-scale operational expertise
We administer Western Growers Assurance Trust (23,000 members), bringing proven experience running benefits at scale with consistent execution.
Built for multi-employer complexity
We help trusts manage multiple employers, eligibility rules, and plan designs within one structure, keeping the details organized instead of overwhelming.
Long-term stewardship
For funded trusts, we can connect administration with investment advisory support through Western Growers Financial Services, helping leaders manage today’s needs with long-term sustainability in mind.
Compliance-forward administration
We are consistent and audit-ready for environments that require stronger controls and documentation across participating employers.
Clear governance support
We bring structure, ownership, and steady workflows to complex trust administration, so decisions, handoffs, and day-to-day needs are easier to manage.
Member clarity
We make benefits easier to understand with clear communication and responsive support, helping members know what they have, where to go, and how to use their coverage.
High-touch service, industry-aligned expertise
White-glove onboarding and implementation
Guided setup standardizes timelines, eligibility rules, file formats, and stakeholder responsibilities to reduce disruption and downstream errors.
Multi-plan, Multi-employer benefits administration
Day-to-day administration supports hundreds of plan designs under one trust structure, while keeping execution consistent.
Governance and operating cadence
Repeatable processes and touchpoints help trust leadership maintain control, coordinate stakeholders, and keep decisions connected to clean execution.
Member support across complex plan options
Service and communications improve comprehension and reduce confusion when members have multiple plan choices and rulesets.
Reporting and performance visibility
Clear reporting helps trust leaders and employers understand what is happening across the plan portfolio and where action is needed.
Funded trust support
Investment advisory services through Western Growers Financial Services for funded trusts support long-term stability alongside operational administration.
