Individual Welfare Benefit Trust

At USB Group, Inc., we understand that providing comprehensive benefits to employees is a top priority for employers. That's why we offer Individual Welfare Benefit Trust services to help businesses of all sizes create and manage their own customized welfare benefit plans.

Our team of experts will handle the entire process, starting with the design of the trust document in collaboration with the client's attorney. We understand that every business has unique needs, which is why we take a personalized approach to designing the trust document to ensure that it meets the specific needs of the employer and their employees.

Once the trust document is drafted, we will handle the installation of the plan and trust with the Department of Labor and Internal Revenue Service to ensure compliance with all regulations. Our team will work closely with the client's attorneys and accountants to ensure that all aspects of the plan are fully integrated into their overall benefits package.

We understand that managing a welfare benefit plan can be a daunting task, which is why we offer annual administration services to ensure that the plan remains compliant with changing regulations and meets the evolving needs of the business and its employees. Our team of experts will work closely with the client's attorneys and accountants to handle all aspects of the annual administration process.

At USB Group, Inc., we take pride in our ability to provide personalized and comprehensive welfare benefit trust services to employers of all sizes. Contact us today to learn more about how we can help your business create and manage a customized welfare benefit plan that meets the unique needs of your organization and employees.