Understanding TPA

Third Party Administration (or TPA) is an electronic payment option that It accepts one or more Employer Remittance entries.  The payments are posted to member records without the need of manual entries.

Significant communication between the Employers and the Local/Council is required for the TPA setup.  However, they are a timesaver and work production benefits once a TPA is established.

A TPA may be used by Locals/Councils for Dues Payments if a TPA is already in use to collect Dues from Employees’ Checks. The TPA can update the reporting format so it is compatible with IMSe.

The TPA Process

1. IMSe reviews Employer Information and Employee Government IDs to find new records that need to be created before posting the payment amounts.
2. New Employers and New Non-Members are added first.
3. The following columns may be uploaded and/or imported into a CSV file.  The Columns in Bold text are required for CSV files import or export.
   • SSN
   • SIN
   • First Name
   • Last Name
   • Employer Name
   • Local Union
   • Deposit Date
   • Paystub Date
   • Hours
   • Gross Wages
   • Flat Fee

Payment Breakout Groups

There are multiple Payment Breakout Groups.

1. Active Members (In Home Local) – Members that the LU on the TPA file matches the Members LU in IMSe.
2.  Members within DC (will be loaded per Local Union Membership) – Members that the LU on the TPA file does Not match the Members LU in IMSe.  The payments for these members are applied to their Home Local to count towards their Dues PTD.  This is only when Multiple LUs are on a TPA file.
3. Out of Area Members – Members outside the DC (DC File) or LU (LU File). The payments are applied as Out-of-Area.  Payments are not applied to that member’s Local Union Dues PTD (Paid Through Date).
4.  Existing Non-Members – Non-Member records that have previously existed IMSe.
5. New Non-Members –  Non-Members created during New Non-Member       Processes.
6. Inactive Members – listed as Inactive in IMSe.

**The Cash Receipts Journal has an Inactive/Non-Member Report permits creating lists and contact information for all of the members that are of interest on the Third Party Administration Report.**