For Third-Party Administrators

Administration Software Built for TPAs Managing Real Plan Operations

Union.dev helps third-party administrators manage recordkeeping, contribution workflows, participant and employer access, branded portals, reporting, and internal administration through one modern operating platform.

Book a Demo Talk Through Your Admin Model

Support employers, sponsors, members, beneficiaries, and internal teams in one platform

Present Member Portal and Employer Portal under your organization's brand

Operate with role-based access, auditability, and controlled workflow visibility

TPA Administration Platform

Client Plans

Local 123 Pension Plan Active

Trade Workers Health Fund Active

Employer Portal

Branded

Member Portal

Branded

Contribution Queue

Pending review24

Processed (March)1,847

Reporting / Audit Panel

Export ready | History complete

Admin Workspace Open

TPAs need better systems without losing control over how they serve clients

Too many disconnected tools across admin, portals, and reporting

Teams juggle separate systems for recordkeeping, portal management, and client reporting.

Client-facing experiences are hard to brand and hard to connect to the real workflow

Portal experiences feel bolted on rather than integrated with administration operations.

Teams need better visibility across plans, users, and operational activity

Lack of consolidated views makes it difficult to track work across multiple clients.

Growth creates complexity faster than legacy systems can handle

Adding new clients and stakeholder types exposes platform limitations.

Built for administrators serving multiple stakeholders through one controlled platform

Union.dev provides TPAs with the administration tooling, branded portal experiences, and operational oversight needed to serve clients while maintaining control over the administration model.

White-Label Portal Presentation

Present user-facing portal experiences under client branding and trade dress.

Multi-Stakeholder Access Model

Support employers, sponsors, members, beneficiaries, and other end users through configured portal access.

Internal Admin Tooling

Give operations teams plan setup, processing queues, corrections, and support visibility.

Reporting and Operational Oversight

Provide operational dashboards, exports, receipts, and history across workflows.

Role-Based Access and Auditability

Controlled permissions, MFA-ready access, and workflow history.

Platform Flexibility Across Product Lines

Support pension and benefits administration models through a connected platform family.

One administration platform for internal teams and end users

Union.dev is built as an integrated platform where internal administration tools, branded portal experiences, recordkeeping workflows, and operational oversight share the same underlying data and workflow engine.

Unified administration model

All stakeholder groups work from the same operational foundation.

Controlled access layers

Role-based permissions determine what each user type can see and do.

Complete operational history

Full audit trail across all workflows and user interactions.

Branded presentation layer

Client branding on user-facing portals while maintaining platform integrity.

Union.dev
Platform Layer

Internal Admin Workspace

Employer / Sponsor Portal

Member / Beneficiary Portal

Recordkeeping

Contribution Processing

Reporting / Receipts

Correspondence / Documents

Audit & Security Layer

Client Branding Layer

Architecture Notes

• Configured portal permissions

• Branded user-facing presentation

• Role-based access

• Operational history

• Controlled system boundaries

Give internal teams better tools across plan administration workflows

Maintain plan and member records

Client plans: 8

Active members: 12,847

Status: Current

Process employer or sponsor submissions

Pending review: 24

Processed (March): 1,847

Validation: Complete

Review validations and exceptions

Open exceptions: 6

Cleared this month: 142

Avg resolution: 2.1d

Manage internal support and manual corrections

Service queue: 18

Corrections logged: 84

Audit trail: Complete

Generate reports, receipts, and exports

Monthly reports: Ready

Client exports: 8

Archive: Complete

Monitor workflow activity across clients and users

Portal logins: 1,247

Submissions: 284

Notices sent: 3,124

Branded portal experiences that connect directly to your administration system

Give employers and members secure self-service access under your organization's branding—while maintaining full operational control and workflow integration.

Member Portal

ABC Benefit Fund John Smith

Account Overview

$84,247

Account Balance

Active

Coverage Status

Recent Statements

March 2026 Statement
Issued Apr 1, 2026

View PDF

February 2026 Statement
Issued Mar 1, 2026

View PDF

Update Contact Info Submit Inquiry

Presented under client branding • Connected to Union.dev platform

Employer Portal

Trades Pension Fund ABC Construction Co.

Current Period

124

Active Participants

$24,680

March Contributions

Recent Submissions

March 2026 Contribution File
Submitted Apr 2 • 124 records

Processed

February 2026 Contribution File
Submitted Mar 1 • 118 records

Processed

Upload Contribution File View Reports

Presented under client branding • Connected to Union.dev platform

White-Label Portal Presentation

Custom Branding

Client logos, colors, and navigation

Real-Time Data

Connected to administration system

TPA Control

You maintain operational responsibility

Support pension and benefits workflows through the same operating model

Pension Administration

Contribution Processing Queue

Local 456 • March 2026
$48,240 | 124 participants

Pending

Local 789 • March 2026
$62,180 | 168 participants

Processed

Member Balances

Total participants8,247

Active accounts6,842

Reporting / Receipts

Monthly reports and contribution receipts

Admin Portal Controls

Plan setup, corrections, and adjustments

Sponsor Uploads View

Benefits Administration

Eligibility / Workflow Status

Active participants2,847

Self-pay enrolled156

COBRA active89

Correspondence / Notices

Statements issued (March)2,847

COBRA notices24

Participant Snapshot

Member ID: MB-8847
Status: Active | Coverage: May 2026

Service Queue

Open inquiries: 18 | Avg resolution: 1.8d

Portal Access Configure

Both Pension OS and Benefits OS support the same TPA administration model—multi-stakeholder access, branded portals, internal admin tools, and operational oversight.

Give leadership and operations teams visibility across clients, users, and workflows

Union.dev provides TPA teams with executive dashboards, operational metrics, client activity views, and export tools—giving complete visibility into administration operations across all plans and stakeholder groups.

Multi-client operational oversight

Track activity across all client plans and user groups.

Workflow and service metrics

Monitor processing volumes, service queues, and resolution times.

Portal activity and engagement

See how employers, sponsors, and members are using the system.

Export and compliance reporting

Generate reports for clients, auditors, and regulatory requirements.

Executive Dashboard

Client Plan List

Active plans8

Total participants12,847

Active Users by Role

Members / beneficiaries1,247

Employers / sponsors84

Internal admins12

Contribution / Workflow Volume

March submissions284

Processing queue24

Portal Activity

Logins (30d): 1,247 | Avg session: 4.2 min

Receipt / Notice Status

Notices sent (March): 3,124 | Archive: Complete

Service / Correction Queue

Open issues: 18 | Avg resolution: 2.1 days

Export ReportDownload

Audit HistoryView

Built for controlled access, branded delivery, and operational accountability

Union.dev supports a secure, auditable administration model where TPAs control who sees what, while maintaining full accountability for plan operations.

Role-based permissions

Granular access control for internal teams, employers, sponsors, and members.

MFA-ready access

Multi-factor authentication for all portal users and admin access.

Full audit history

Complete workflow history and user activity tracking across all operations.

Client remains in control

TPA retains operational responsibility for communications and administration decisions.

Azure

Enterprise cloud infrastructure

Entra ID

Identity and access management

SOC 2

Security and compliance

Modernize your administration model without pretending the platform is the administrator

Union.dev provides the software infrastructure for TPA operations, but the TPA remains the administrator of record. The platform enables controlled workflows, branded experiences, and operational oversight—not a transfer of administration responsibility.

TPA retains operational control

Administration decisions, client communications, and service delivery remain with the TPA.

Platform provides infrastructure

Union.dev delivers the workflow engine, portals, and operational tools.

Configured to your administration model

Plan setup, permissions, and workflows reflect your specific operational approach.

Clear implementation path

Discovery, configuration, portal setup, and training with defined handoff points.

Client Responsibilities

Communications

Administration decisions

Client service delivery

Operational oversight

Union.dev Platform

Workflow engine

Portal infrastructure

Data management

Security layer

Configuration

Plan setup

Portal permissions

Branding settings

Workflow rules

Implementation Path

Discovery & planning

Platform configuration

Portal setup

Training & launch

Union.dev enables modern TPA operations through software, not by replacing the TPA's role. This is platform infrastructure for administrators who want to maintain control while delivering better client experiences.

Give your TPA a platform built for real administration work

Union.dev delivers the recordkeeping, workflow infrastructure, branded portals, and operational oversight that TPAs need to serve pension and benefits clients—without forcing you into a generic BPO model or pretending software can replace the administrator.

Book a Demo Talk Through Your Administration Model

Schedule a conversation with our team to see how Union.dev can support your administration model.