FACTS™ Sheet

It’s Quick, Dependable, and Easy to Use
FACTS (Fund Administrators’ Comprehensive Tracking System) is a complete system of benefits administration software that features ongoing computer support and maintenance from Allen Bates Associates. Designed exclusively for the Taft-Hartley arena, FACTS can capture, warehouse, track and utilize pertinent benefits data – to make your job a whole lot easier.

With a simple "click, drag, or keystroke", FACTS helps you to determine benefits eligibility, pay claims based on your health and welfare plan parameters, process monthly pension checks, track and disburse contributions for annuity and other savings plans. There are 10 user-definable contribution accounts, plus 99 sub-accounts, to accommodate even the most complex of fund structures. Within each of the plans below, for example, you’ll have the flexibility to track numerous funds and variables:

Comprehensive Member and Employer Master Files
The powerhouse of the FACTS system is the member/employer master file. This database stores current and historical information on members, retirees, employers, dependents, and beneficiaries. It’s easy to update and make inquiries, additions or deletions. (Also included is a local union master file for reciprocity processing.) The master files work in concert with your customized FACTS benefits modules to perform a host of administrative tasks:

• Monthly Remittance Reports (work hours and contribution reporting)
• Eligibility Processing
• Reciprocity Processing
• COBRA notifications
• HIPAA Processing
• Bank Reconciliations
• Reports and Labels

Ready Access To Member/Employer/Retiree Information
At the touch of a key, benefits information and historical data can be viewed and used in a variety of ways. Here's just a sampling of the member, employer, and retiree information you'll gain instant access to:

• Contribution/Deposit Activity
• Claims Activity
• Pension Activity
• Annuity and Savings Activity

This information can be used to generate a broad range of reports, which can be tailored to accommodate the needs of your individual fund office. Label processing capabilities are also included on the FACTS system so you can produce ready-made labels for reports, special handouts, and all of your required mailings.

Simplicity With Every Stroke
What makes FACTS a welcome change to virtually any benefits office is its "user friendly" formats. All our software, for example, is menu-driven. So once we help you convert your existing data into FACTS file formats, data entry and information retrieval is simple and painless. To ensure a smooth transition to the FACTS system, our computer consultants will perform the software installation, user setup, and training.

A Powerful Computer System At An Affordable Price
FACTS is designed to run in any IBM-PC (or compatible) environment. Our software is extremely versatile and allows for authorized user to access all or any part of the system, utilizing a security "passcode" feature. FACTS can be customized and installed in virtually any environment-from small, single-user offices to large, multi-user organizations and even multiple office networks. After we assess your current situation, we’ll propose the hardware and software solutions to best utilize your existing computers and peripheral.

Personalized Consultations, Ongoing Support, and Maintenance
FACTS is more than just a computer product-it’s a commitment from Allen Bates Associates for the highest level of personalized service, consultations, and ongoing support. As an Allen Bates Associates client, you’ll have daily access to one of our knowledgeable computer consultants for information on FACTS and customization capabilities, additional software and hardware options, as well as systems enhancements.

For a demonstration of FACTS at work call:
(412) 369-5835

Or E-Mail us:
sales@allenbates.com