BerniePortal Benefits Administration

Plans and prices

Every plan, in full

On the record

ACA reporting

BerniePortal says it generates 1095-B and 1095-C forms from enrollment data and e-files them with the IRS.bernieportal.com · read 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 · read 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 · read 1 Oct 2026

Benefits administration

BerniePortal lets organizations offer more robust benefit packages without tedious paperwork.bernieportal.com · read 1 Oct 2026

Benefits enrollment

Employees can complete self-guided enrollment with embedded plan documents and videos.bernieportal.com · read 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 · read 21 Oct 2026

BernieBill

BernieBill automatically generates enrollment-based carrier bills and provides PDF and CSV downloads when enabled.help.bernieportal.com · read 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 · read 1 Oct 2026

Carrier communications

Employee elections can flow directly to carriers so coverage information is transmitted for activation.bernieportal.com · read 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 · read 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 · read 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 · read 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 · read 21 Oct 2026

Company origin

The BerniePortal timeline begins in April 2008 with its founders in Nashville, Tennessee.bernieportal.com · read 1 Oct 2026

Core plan capabilities

Every BerniePortal plan includes Recruiting, Onboarding, Benefits, Compliance, and COBRA capabilities.bernieportal.com · read 1 Oct 2026

Customer base

BerniePortal describes itself as an HR platform trusted by more than 5,000 employers nationwide.bernieportal.com · read 1 Oct 2026

EDI

Employers with the feature enabled can configure benefit-provider EDI by selecting carriers and entering group numbers.help.bernieportal.com · read 21 Oct 2026

Funding

Crunchbase lists McNamara Family Ventures as an investor and shows two funding rounds, while amounts are hidden.crunchbase.com · read 21 Oct 2026

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