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This information has been prepared solely for informational purposes from material supplied to United Benefits & Pension Services and is being
furnished solely for use by prospective investors considering their interest in investing in and making their own evaluation of the Company
and does not purport to contain all the information that a prospective investor may need to make an investment decision. United Benefits & Pension
Services has not independently verified any of the information, including the projections contained herein.
United Benefits & Pension Services does not make any representation or warranty as to accuracy or completeness of such information or projections. This
information reflects various assumptions by United Benefits & Pension Services concerning anticipated results which assumptions may or may not prove to be
correct and United Benefits & Pension Services does not have any obligation to update such information. The only information that will have any legal
reflect will be that reportedly contained or refined to in a definitive purchase agreement or final offering memorandum.
Industry Overview
Approximate Scope of Industry
6 Firms Represent $200M in Revenues
200 Firms Represent $600M in Revenues
Company Overview
UBPSI was formed in October, 2006 to create a national third party pension and benefit administration services company specializing in servicing Taft-Hartley
multi-employer benefit plans through a...  read more
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United Benefits and Pension Services (UBPSI) acquired Associated Third Party
Administrators (ATPA), a leading independent Taft-Hartley administrator.
- ATPA possesses approximately 50 years market experience
- ATPA is one of the market leaders in Taft-Hartley Plan Administration
- Over $2 billion employee benefit contributions; $500 million of HMO premiums; and over $500
million in benefits claims
- UBPSI believes that heavy transaction volume is creating overlooked opportunity costs
- Industry remains fragmented and acquisitions and related economies of scale would boost growth
UBPSI is lead by an established fund services team.
- Richard Stierwalt experience: Bisys, Concord Holding Corporation and National Investment
Managers and possesses over 25 years of Fund services experience
- Chairman, Thomas J. Mackell, Jr. is current Chairman of the Federal Reserve of Richmond and
President of the American Benefit Association
Taft Hartley Administration
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