Account-Based Services

Our Account Based Services are focused upon satisfying the comprehensive needs of employers and participants. This methodology is designed to yield high levels of satisfaction across all aspects of our benefits partnership.

We administer the following types of Account-Based Benefits:

  • Health Care Spending Accounts
  • Limited Use Health Care Spending Accounts
  • Dependent Care Spending Accounts
  • Health Savings Accounts
  • Health Reimbursement Accounts
  • Commuter Transit Spending Accounts
  • Commuter Parking Spending Accounts
  • Other types of Reimbursable Benefits (Tuition, Adoption, Wellness)

Service Features:

  • Timely claims processing and reimbursement (various payout options available)
  • Stackable benefit one card solution
  • Fully-integrated Spending Account portal for employers & participants
  • Debit card option for automatic reimbursement of eligible expenses
  • Online and paper claim submission
  • Convenient reimbursement options, such as direct deposit and recurring claim payments
  • Mobile app for convenient account access
  • Toll-free employee and HR support
  • Participant-level communications
  • Summary Plan Description (SPD) development and distribution
  • Form 5500 filing
  • Annual non-discrimination testing

To learn more Download an Info Sheet !

View our 2017 Scorecard Here!

Flexible Spending Account Services

Commuter Benefits: Transit and Parking

Health Reimbursement Arrangements

Health Savings Accounts

Other Reimbursement Options