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BerniePortal Benefits Administration
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What BerniePortal Benefits Administration is
BerniePortal Benefits Administration helps employers manage benefit elections with less paperwork. Employees can review benefits options supplemented with videos and resources, make informed elections, and return to their choices through the mobile app. Administrators can follow elections in real time, create customizable reports, and populate and file 1095-Cs with the IRS. The web platform supports all enrollment events, decision support, dependent enrollment, and payroll synchronization. Every plan includes Recruiting, Onboarding, Benefits, Compliance, and COBRA Administration. Starter costs $5 a month with a $25 base fee; Standard is $19 a month, Plus is $23 a month, and Enterprise is $29 a month, each with a $40/EIN base fee. The latter three plans add PTO, Time, Payroll, and Performance with different approver and subgroup limits. BerniePortal was founded in Nashville in 2008 and describes its HR platform as trusted by more than 5,000 employers nationwide.
Who it suits
It suits employers seeking benefits enrollment and related HR capabilities in one web portal. Organizations that want broker access can attach a BerniePortal-licensed broker, who can view benefits and subgroups but not payment information.
What it does well
- Videos and resources support employee benefit decisions.
- Dashboard tracks elections in real time.
- Custom reports and 1095-C filing support.
- All plans include five core capabilities.
- Supports all enrollment events and dependents.
What to know first
- No free plan is listed.
- Starter has a $25 base fee.
- Standard, Plus, and Enterprise list a $40/EIN base fee.
- Absolute security is not guaranteed.
Limits
Starter includes Recruiting, Onboarding, Benefits, Compliance and COBRA Administration, but not PTO, Time, Payroll or Performance. Standard, Plus and Enterprise provide those additional capabilities with differing approver and subgroup allowances.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Standard | per employee/month; $40/EIN base fee · Starter features · PTO 1 approver/1 subgroup · Time 1 approver/1 subgroup · Payroll 1 subgroup · Performance 1 subgroup | $19 a month |
| Plus | per employee/month; $40/EIN base fee · Starter features · PTO 2 approvers/4 subgroups · Time 2 approvers/4 subgroups · Payroll 4 subgroups · Performance 4 subgroups | $23 a month |
| Enterprise | per employee/month; $40/EIN base fee · Starter features · PTO unlimited approvers/subgroups · Time unlimited approvers/subgroups · Payroll unlimited subgroups · Performance unlimited subgroups | $29 a month |
| Starter | per employee/month; $25 base fee · Recruiting · Onboarding · Benefits · Compliance · COBRA Administration | $5 a month |
As bernieportal.com lists them, read 21 Oct 2026. The maker's own page has the final word.
Getting started
- Visit the BerniePortal Benefits Administration website.
- Choose Starter, Standard, Plus or Enterprise.
- Set up benefit options with videos or other employee resources if useful.
- Connect supported carriers through Carrier Exchange for active carrier groups.
- Enable listed payroll or API partners with one-time access codes, if needed.
- Attach a BerniePortal-licensed broker if required.
Verdict
BerniePortal combines benefits enrollment with recruiting, onboarding, compliance, and COBRA capabilities. Plan costs and add-on limits vary, so employers should match the listed tier to their required features.
Questions
How much does BerniePortal Benefits Administration cost?
Starter is $5 a month with a $25 base fee. Standard is $19 a month, Plus is $23 a month, and Enterprise is $29 a month; each has a $40/EIN base fee.
Is there a free plan?
No. BerniePortal is listed as paid, with no free plan.
Which platform does it support?
The platform is listed for web. Employees can also access their elections later through a mobile app.
What does every plan include?
Every plan includes Recruiting, Onboarding, Benefits, Compliance and COBRA Administration.
Can it connect to insurance carriers and payroll systems?
Carrier Exchange connects supported carriers through Ideon for active carrier groups. The BernieAPI tab lists payroll and API partners that employers can enable with one-time access codes.
Can an employer add a broker?
Employers can attach a BerniePortal-licensed broker. The broker can access subgroups and benefits but cannot view payment information.
Facts from BerniePortal Benefits Administration's own pages
- ACA reporting
- BerniePortal says it generates 1095-B and 1095-C forms from enrollment data and e-files them with the IRS. · bernieportal.com, 21 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. · workinsiders.com, 21 Oct 2026
- API integrations
- The BernieAPI tab lists payroll and API partners, which employers can enable with one-time access codes. · help.bernieportal.com, 1 Oct 2026
- Benefits administration
- BerniePortal lets organizations offer more robust benefit packages without tedious paperwork. · bernieportal.com, 1 Oct 2026
- Benefits enrollment
- Employees can complete self-guided enrollment with embedded plan documents and videos. · bernieportal.com, 21 Oct 2026
- BernieAPI
- The help center describes a BernieAPI tab where employers enable payroll and API partners with a one-time access code. · help.bernieportal.com, 21 Oct 2026
- BernieBill
- BernieBill automatically generates enrollment-based carrier bills and provides PDF and CSV downloads when enabled. · help.bernieportal.com, 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. · help.bernieportal.com, 1 Oct 2026
- Carrier communications
- Employee elections can flow directly to carriers so coverage information is transmitted for activation. · bernieportal.com, 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. · help.bernieportal.com, 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. · bernieportal.com, 1 Oct 2026
- Company headquarters and size
- LinkedIn lists BerniePortal headquarters in Nashville, Tennessee, with 51–200 employees and a 2008 founding year. · linkedin.com, 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. · crunchbase.com, 21 Oct 2026
- Company origin
- The BerniePortal timeline begins in April 2008 with its founders in Nashville, Tennessee. · bernieportal.com, 1 Oct 2026
- Core plan capabilities
- Every BerniePortal plan includes Recruiting, Onboarding, Benefits, Compliance, and COBRA capabilities. · bernieportal.com, 1 Oct 2026
- Customer base
- BerniePortal describes itself as an HR platform trusted by more than 5,000 employers nationwide. · bernieportal.com, 1 Oct 2026
- EDI
- Employers with the feature enabled can configure benefit-provider EDI by selecting carriers and entering group numbers. · help.bernieportal.com, 21 Oct 2026
- Founded
- 2008 · bernieportal.com, 28 Sept 2026
- Funding
- Crunchbase lists McNamara Family Ventures as an investor and shows two funding rounds, while amounts are hidden. · crunchbase.com, 21 Oct 2026
- Headquarters
- Nashville, Tennessee, United States · bernieportal.com, 28 Sept 2026
- ICHRA
- The product supports ICHRA configuration in which the employer sets a budget and employees choose plans. · bernieportal.com, 21 Oct 2026
- Implementation timing
- BerniePortal says its operations team generally completes an open-enrollment plan buildout in about three business days. · bernieportal.com, 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. · bernieportal.com, 21 Oct 2026
- À la carte features
- PTO, Time, Payroll, and Performance can be added individually when partnering with a benefits broker. · bernieportal.com, 1 Oct 2026
Where BerniePortal Benefits Administration stands on Freedom251
- Benefits Administration Software#4 of 48
- Benefits Enrollment Software#2 of 21