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BerniePortal Benefits Administration

BerniePortal Benefits Administration helps organizations manage employee benefit elections and related HR work through a web platform.

Place
#2 of 48
Score
7.6
BerniePortal Benefits Administration's website

What BerniePortal Benefits Administration is

BerniePortal Benefits Administration helps organizations manage employee benefit elections and related HR work through a web platform. Employers can attach videos and helpful resources to benefit options, while employees can revisit elections through the mobile app. Administrators can track elections in real time, create customizable reports, and populate and file 1095-Cs with the IRS. Every plan includes Recruiting, Onboarding, Benefits, Compliance, and COBRA Administration. Starter costs $5 a month with a $25 base fee. Standard costs $19 a month, Plus $23 a month, and Enterprise $29 a month; each has a $40/EIN base fee. Those three plans add PTO, Time, Payroll, and Performance with different approver and subgroup allowances. Carrier Exchange connects with supported insurance carriers and sends subscriber and qualifying-life-event data only for active carrier groups. Employers can also enable listed payroll and API partners using one-time access codes, or attach a BerniePortal-licensed broker. That broker can access subgroups and benefits, but not payment information. BerniePortal directs account problems and questions to its support resource.

Good

  • All plans include five core capabilities
  • Real-time election tracking and customizable reports
  • Employees can revisit elections through a mobile app
  • Carrier Exchange supports active carrier groups

Watch out

  • No free plan
  • Monthly prices also have base fees
  • Optional feature allowances vary by plan

Who it suits

It may suit organizations that want to manage benefit elections, reporting, and core HR capabilities through a web platform. Employers choosing Standard, Plus, or Enterprise can also add PTO, Time, Payroll, and Performance with tier-specific allowances.

Verdict

BerniePortal combines benefits administration with recruiting, onboarding, compliance, and COBRA capabilities across all plans. Compare each tier’s base fee and feature allowances, especially if adding PTO, Time, Payroll, or Performance.

Plans and prices

From BerniePortal Benefits Administration's own pricing page, checked 21 Oct 2026.

All about pricing
PlanPriceWhat it gives you
Starter$5 a monthRecruiting · Onboarding · Benefits · Compliance · COBRA Administration · per employee/month; $25 base fee
Standard$19 a monthStarter features · PTO 1 approver/1 subgroup · Time 1 approver/1 subgroup · Payroll 1 subgroup · Performance 1 subgroup · per employee/month; $40/EIN base fee
Plus$23 a monthStarter features · PTO 2 approvers/4 subgroups · Time 2 approvers/4 subgroups · Payroll 4 subgroups · Performance 4 subgroups · per employee/month; $40/EIN base fee
Enterprise$29 a monthStarter features · PTO unlimited approvers/subgroups · Time unlimited approvers/subgroups · Payroll unlimited subgroups · Performance unlimited subgroups · per employee/month; $40/EIN base fee

The facts

Each one read from BerniePortal Benefits Administration's own pages, with the date it was checked.

What it does

ACA reporting
BerniePortal says it generates 1095-B and 1095-C forms from enrollment data and e-files them with the IRS.checked 21 Oct 2026
À la carte features
PTO, Time, Payroll, and Performance can be added individually when partnering with a benefits broker.checked 1 Oct 2026
API documentation limit
Work Insiders reports that BerniePortal does not list a public API or MCP server, despite the product help center documenting partner-only BernieAPI activation.checked 21 Oct 2026
API integrations
The BernieAPI tab lists payroll and API partners, which employers can enable with one-time access codes.checked 1 Oct 2026
Benefits administration
BerniePortal lets organizations offer more robust benefit packages without tedious paperwork.checked 1 Oct 2026
Benefits enrollment
Employees can complete self-guided enrollment with embedded plan documents and videos.checked 21 Oct 2026
BernieAPI
The help center describes a BernieAPI tab where employers enable payroll and API partners with a one-time access code.checked 21 Oct 2026
BernieBill
BernieBill automatically generates enrollment-based carrier bills and provides PDF and CSV downloads when enabled.checked 21 Oct 2026
Broker access
Employers can attach a BerniePortal-licensed broker to their portal; the broker can access subgroups and benefits but cannot view payment information.checked 1 Oct 2026
Carrier communications
Employee elections can flow directly to carriers so coverage information is transmitted for activation.checked 21 Oct 2026
Carrier Exchange
Carrier Exchange connects BerniePortal with supported insurance carriers through Ideon and sends subscriber and qualifying-life-event data only for active carrier groups.checked 1 Oct 2026
Carrier integrations
The pricing page lists UnitedHealthcare, Kaiser Permanente, Anthem/BCBS, Cigna, Aetna, Humana, eHealth, Guardian, MetLife, The Standard, and OneAmerica as integration examples.checked 1 Oct 2026
Customer base
BerniePortal describes itself as an HR platform trusted by more than 5,000 employers nationwide.checked 1 Oct 2026
EDI
Employers with the feature enabled can configure benefit-provider EDI by selecting carriers and entering group numbers.checked 21 Oct 2026
Funding
Crunchbase lists McNamara Family Ventures as an investor and shows two funding rounds, while amounts are hidden.checked 21 Oct 2026
ICHRA
The product supports ICHRA configuration in which the employer sets a budget and employees choose plans.checked 21 Oct 2026
Implementation timing
BerniePortal says its operations team generally completes an open-enrollment plan buildout in about three business days.checked 21 Oct 2026
Integrations
The pricing page lists connections with carriers and recruiting or compliance services including UnitedHealthcare, Kaiser Permanente, Anthem/BCBS, Cigna, Aetna, Humana, Indeed, LinkedIn, Google Jobs, Glassdoor and Mineral.checked 21 Oct 2026

The company

Company headquarters and size
LinkedIn lists BerniePortal headquarters in Nashville, Tennessee, with 51–200 employees and a 2008 founding year.checked 21 Oct 2026
Company identity
Crunchbase identifies the legal company as Bernard Health, LLC, a privately held benefits brokerage and HR software company founded by Alex Tolbert.checked 21 Oct 2026
Company origin
The BerniePortal timeline begins in April 2008 with its founders in Nashville, Tennessee.checked 1 Oct 2026
Founded
2008checked 28 Sep 2026
Headquarters
Nashville, Tennessee, United Stateschecked 28 Sep 2026

Money

Core plan capabilities
Every BerniePortal plan includes Recruiting, Onboarding, Benefits, Compliance, and COBRA capabilities.checked 1 Oct 2026

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