Benefit Plan Administration of Wisconsin
- Company typePrivate
- Founded1981
- HeadquartersMilwaukee, United States
- Headcount101–250
- GTM typeB2B
- OfferingServices
What Benefit Plan Administration of Wisconsin does
Benefit Plan Administration of Wisconsin, Inc. (BPA of Wisconsin) is a privately held third-party administrator (TPA) founded in 1981 by Lee F. Jost and headquartered in Milwaukee, Wisconsin. The firm provides administration and consulting services to multiemployer (Taft-Hartley) trust funds, with over 95% of its client base in the building and construction trades — including masons, sheet metal workers, laborers, plumbers/steamfitters, ironworkers, heat and frost insulators, and carpenters. Its service portfolio covers health fund administration (eligibility, COBRA/HIPAA, medical and prescription claims, HRAs, wellness), pension and 401(k) plan administration (defined benefit, defined contribution, government compliance notices, benefit processing), vacation and training fund management, and ACA compliance support.
The firm operates three product lines: core plan administration, Lee Jost & Associates (LJA) consulting (plan design, financial guidance, carrier/vendor relations, actuarial analysis), and the Combined Crafts Statewide Audit Program, a four-auditor division conducting approximately 2,000 ERISA payroll audits per year for 12 construction trade clients across seven Midwestern states. Member-facing and contractor-facing access is delivered through the MemberXG and EmployerXG web portals, both built on the BeneSys technology platform. BPA of Wisconsin employs 102 staff across four Wisconsin offices (Milwaukee, Madison, DeForest, Waukesha) and is a member of the BeneSys, Inc. family of TPAs. Revenue is generated through direct, contract-based professional services fees charged to multiemployer trust fund trustees, with growth historically driven by client referrals and principal-led relationship management rather than marketing-led demand generation.
Benefit Plan Administration of Wisconsin firmographics
Firmographics- Name
- Benefit Plan Administration of Wisconsin
- Legal name
- Benefit Plan Administration of Wisconsin, Inc.
- Website
- https://bpalja.com
- Company type
- Private
- Founded year
- 1981
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Ownership category
- akta.pro rank
Benefit Plan Administration of Wisconsin industry classification
Industry- Product category
- Multiemployer Benefit Plan Administration
- NAICS
- Health and Welfare Funds (525120), Pension Funds (525110)
- SIC
- Services-Engineering, Accounting, Research, Management (8700)
- akta.pro primary industry
- Benefits Administration (BPACAPAC)
- akta.pro secondary industries
- Benefits Administration & Enrollment Support (BPAAAIAB), Flexible Benefits Administration (FSA/HSA/HRA) (HLAEALAK), Employee Benefit & Retirement Plan Trust Services (FSAAANAC), Workforce Benefits Administration (Enrollment & Deductions) (BPACAIAF)
Keywords
Where Benefit Plan Administration of Wisconsin is headquartered
LocationHeadquarters
- HQ city
- Milwaukee
- HQ country
- United States
- HQ region
- North America
Offices4 records
Markets served
Benefit Plan Administration of Wisconsin business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Infrastructure, Others
Revenue model
- Benefit Plan Administration Services: Professional administration services for multiemployer trust funds including health plans, pension plans, 401(k) plans, vacation funds, and training funds. Services include plan administration, compliance, financial management, and participant communications.
Go-to-market motion1 record
Distribution channels3 records
Marketing channels5 records
Benefit Plan Administration of Wisconsin product offering
Product offeringCore offering
Benefit Plan Administration of Wisconsin provides professional administration, consulting, and payroll audit services to multiemployer trust funds, covering health, pension, 401(k), vacation, and training funds. Its core work includes plan establishment and maintenance, eligibility and claims administration, financial monitoring, ERISA compliance, government reporting, participant communications, and payroll auditing for construction trade clients across seven Midwestern states.
Product overview
Benefit Plan Administration of Wisconsin, Inc. (BPA) operates as a multiemployer benefit plan administration firm offering a comprehensive suite of integrated services. The core portfolio includes Health Fund Administration (eligibility, claims processing, prescription drugs, HRAs, wellness programs), Pension & 401(k) Administration (defined benefit, defined contribution, 401k management), Lee Jost & Associates Consulting (financial guidance, plan design, carrier relations, compliance), and Combined Crafts Statewide Audit Program (payroll auditing for ERISA compliance). Access is provided through proprietary online portals: MemberXG Portal for member self-service and EmployerXG for contractor access. The company also manages various fund accounts including union dues, safety funds, training funds, apprenticeship funds, vacation accounts, and labor management cooperation trusts.
Differentiator
Problem solved
Functional benefit
Brands
- Lee Jost & Associates (LJA): Consulting division of Benefit Plan Administration of Wisconsin providing multiemployer trust fund consulting services including plan design, financial guidance, compliance, and carrier/vendor relations.
- Combined Crafts Statewide Audit Program
Products and services
- Health Fund Administration
- Pension & 401(k) Administration Administration of defined benefit pension plans, defined contribution annuity plans, and 401(k) plans for multiemployer trust funds, including age 70-1/2 searches, government compliance notices, death searches, benefit application processing, and automatic deposit services.
- Lee Jost & Associates (LJA) Consulting Consulting services for multiemployer trust funds covering financial guidance, plan design, carrier and vendor relations, communications, compliance support, actuarial analyst services, and ACA compliance.
- Combined Crafts Statewide Audit Program Payroll audit service with four auditors and support staff providing ERISA compliance audits to 12 construction trade clients across seven states, auditing contractors every 2-3 years to ensure proper ERISA funding requirements are met, with over 75 years of combined audit experience.
Quantifiable outcome
- 35+ years of client relationships with some clients
- +3 more outcomes
Companies that use Benefit Plan Administration of Wisconsin
Customer profileNamed customers16 records
Segments2 records
Ideal customer profiles2 records
Benefit Plan Administration of Wisconsin technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
Benefit Plan Administration of Wisconsin partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core and minor.
- BeneSys, Inc.coreBPA of Wisconsin is now part of BeneSys, Inc. The company operates as a division/brand under BeneSys. BeneSys provides the parent technology platform including the MemberXG and EmployerXG portals.
- International Foundation of Employee Benefit Plans (IFEBP)minorListed as a reference organization. BPA is a member of the International Foundation of Employee Benefit Plans, an organization for benefits professionals.
- National Notary AssociationminorListed as a reference organization. BPA is a proud member of the National Notary Association.
Scale indicators7 records
Recent moves6 records
Expansion highlights5 records
Benefit Plan Administration of Wisconsin competitors and assessment
Company assessmentBroad incumbents
- Milliman: Large global actuarial and consulting firm with a dedicated multiemployer practice providing actuarial, pension administration, and benefits consulting. Comparable in serving the same multiemployer fund trustees but at materially greater scale and breadth.
- Empower Retirement: One of the largest U.S. retirement plan recordkeepers and administrators (defined contribution and defined benefit), serving multiemployer and corporate plans. Directly comparable to BPA's Pension & 401(k) Administration practice but at enterprise scale.
- Arthur J. Gallagher & Co. Global insurance brokerage and risk management firm offering employee benefits consulting and third-party administration including for multiemployer and association plans. Overlaps with BPA's benefits administration and consulting offering but within a far broader portfolio.
- OneDigital: National employee benefits and HR advisory firm providing benefits administration, consulting, and TPA-adjacent services to employers and multiemployer groups. Comparable in service mix but at significantly larger scale and broader geographic reach.
- Segal Group: Major actuarial and benefits consulting firm with a deep multiemployer plan practice, offering plan administration, consulting, and compliance services to Taft-Hartley trust funds. Broader and larger than BPA but serves the same buyer with overlapping services.
- Lockton Companies: Large independent insurance brokerage and benefits consulting firm with multiemployer and union-side clients. Comparable in consulting and benefits advisory work to BPA's Lee Jost & Associates division, though Lockton does not focus narrowly on construction-trade TPA.
Direct peers
- Zenith American Solutions: One of the largest U.S. third-party administrators of multiemployer Taft-Hartley benefit plans, providing health, pension, 401(k), vacation, apprenticeship, and training fund administration. Closest direct peer in customer type, services, and technology-enabled TPA model.
- American Benefit Plan Administrators: Regional third-party administrator providing health, pension, 401(k), and other benefit plan administration to multiemployer and single-employer plans. Closely comparable in customer type (Taft-Hartley trust funds) and service line to BPA.
- BeneSys, Inc. BeneSys is the parent of BPA of Wisconsin and itself operates as a multiemployer benefit plan administrator/TPA serving Taft-Hartley trust funds. Directly comparable in product set (health, pension, 401(k), vacation/training fund administration) and customer base (construction and other union trust funds).
Emerging players
- Apex Benefits Group: Mid-market benefits consulting and administration firm focused on Taft-Hartley and multiemployer plans. Smaller scale but similar niche focus to BPA, providing health/welfare and retirement plan administration plus consulting.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Customer concentration
Benefit Plan Administration of Wisconsin social profiles
Digital presenceBenefit Plan Administration of Wisconsin financial estimates
Financial estimateRevenue estimate
Valuation estimate
Benefit Plan Administration of Wisconsin leadership team
Management profileNumber of profiles
Profiles1 record
Benefit Plan Administration of Wisconsin subsidiaries and ownership
Company hierarchySubsidiaries2 records
Benefit Plan Administration of Wisconsin funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Benefit Plan Administration of Wisconsin M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Benefit Plan Administration of Wisconsin
What does Benefit Plan Administration of Wisconsin do?
Benefit Plan Administration of Wisconsin provides professional administration, consulting, and payroll audit services to multiemployer trust funds, covering health, pension, 401(k), vacation, and training funds. Its core work includes plan establishment and maintenance, eligibility and claims administration, financial monitoring, ERISA compliance, government reporting, participant communications, and payroll auditing for construction trade clients across seven Midwestern states.
Is Benefit Plan Administration of Wisconsin a public or private company?
Benefit Plan Administration of Wisconsin is a private company. It is classified as corporate owned and is currently operating.
When was Benefit Plan Administration of Wisconsin founded?
Benefit Plan Administration of Wisconsin was founded in 1981. It employs 101 to 250 people.
Where is Benefit Plan Administration of Wisconsin based?
Benefit Plan Administration of Wisconsin is headquartered in Milwaukee, United States, in the North America region.
How does Benefit Plan Administration of Wisconsin make money?
One revenue line is on record: benefit Plan Administration Services.
Who are Benefit Plan Administration of Wisconsin's main competitors?
Broad incumbents on record are Milliman, Empower Retirement, Arthur J. Gallagher & Co., OneDigital, Segal Group and Lockton Companies. Direct peers are Zenith American Solutions, American Benefit Plan Administrators and BeneSys, Inc.. Apex Benefits Group is listed as an emerging player.
Does Benefit Plan Administration of Wisconsin have an API?
No public API is recorded for Benefit Plan Administration of Wisconsin.
What industry is Benefit Plan Administration of Wisconsin in?
Benefit Plan Administration of Wisconsin's product category is Multiemployer Benefit Plan Administration. Its primary akta.pro industry code is BPACAPAC, Benefits Administration, with a secondary code of BPAAAIAB, Benefits Administration & Enrollment Support. Its NAICS code is 525120 and its SIC code is 8700.