PLAN PARTICIPANT RESOURCES
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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 502: IRS Publication defining expenses eligible for reimbursement from FSAs, HSAs and HRAs
♦ IRS Publication 503: IRS Publication detailing rules governing Dependent Care FSAs
♦ IRS Notice 2006-69: IRS rules detailing third-party substantiation requirements for FSA Debit Cards
♦ Instructions for Forms 1094-B and 1095-B: Annual 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-C: Annual 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
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