PLAN PARTICIPANT RESOURCES

Admin America is pleased to announce the availability of Health Shopper, an e-commerce website designed around shopping for FSA/HSA eligible items and purchasing via the Amazon.com shopping experience.

OFFICIAL IRS REGULATIONS & PUBLICATIONS

♦   IRS Publication 969: IRS Publication detailing rules governing HSAs, FSAs and HRAs

♦   26 CFR § 1.125-4: Federal Regulations governing mid-year election changes within Section 125 Flexible Benefit Plans

♦   IRS Publication 502IRS Publication defining expenses eligible for reimbursement from FSAs, HSAs and HRAs

♦   IRS Publication 503IRS Publication detailing rules governing Dependent Care FSAs

♦   IRS Notice 2006-69IRS rules detailing third-party substantiation requirements for FSA Debit Cards

♦   Instructions for Forms 1094-B and 1095-BAnnual reporting of group health plan coverage for self-insured plans sponsored by employers that were not Applicable Large Employers for the reporting year

♦   Instructions for Forms 1094-C and 1095-CAnnual reporting of group health plan coverage for employers that were Applicable Large Employers for the reporting year.

♦   Form 720 Instructions: Annual report for employers that sponsor HRAs and self-insured group health plans to file and pay their required Patient Centered Outcomes Research Institute (PCORI) fee.

♦   Instructions for Form 5500: Annual reporting for group health plans with more than 100 participants.


BROKER & EMPLOYER RESOURCES

Election Census Templates
♦   FSA Election Census
♦   HRA Election Census
♦   HSA Election Census

Election Forms
♦   FSA Election Forms
♦   HRA Election Form
♦   HSA Election Form

FSA Fact Sheets
♦   FSA Fact Sheets for FSA Plans that Allow the IRS Maximum Contribution
♦   FSA Fact Sheets for FSA Plans that DO NOT Allow the IRS Maximum Contribution


Use the Open Enrollment Form Wizard to obtain custom guides and forms.


Use the Flexible Benefits Plan Amendment Request Form to request changes to your plan in response to IRS Notice 2020-29 and IRS Notice 2020-33.


Visit our blog HERE for upcoming events and recent notices.