Compliance Services

COBRA, HIPAA, ACA Reporting and More Describes the different compliance services available from DataPath Administrative Services, including COBRA administration, HIPAA, ERISA, and ACA Reporting. Details which of these services are mandatory for employers under current laws and regulations based on number of employees.

Understanding Plan Documents

Handy Reference! Don’t know an SMM from a SPD? This handy reference sheet gives detailed but easy-to-understand explanations of the four types of documents required for all ERISA health and welfare benefit plans: Plan Document; Summary Plan Document (SPD); Adoption Agreement; and Summary of Material Modification (SMM).

Qualified Small Employer HRAs

QSEHRAs (pronounced “Cue-SERRAs”) Legislation creating the QSEHRA was passed as part of the 21st Century Cures Act in December 2016 and went into effect January 1, 2017. With a QSEHRA, small businesses can reimburse employees tax-free for their medical expenses, including personal insurance premiums. This guide outlines the requirements to sponsor a QSEHRA.

HRA with Claims Crossover

Fastest Possible Claims Payments Health Reimbursement Arrangement (HRA) with Claims Crossover provides for fast HRA claims payments (without employees having to first file a claim or pay an eligible expense) thanks to health claim feeds direct from the carrier. Contact DataPath Administrative Services for more information on your specific situation.

Form 5500: Have You Filed?

Annual Return/Report of an Employee Benefit Plan Form 5500 is the form used to file an employee benefit plan’s annual information return with the Dept. of Labor (DOL). Only group plans that have 100 or more enrolled as of the anniversary date each year must file, except for government and church groups. Form 5500 must … More >>

ERISA: Does My Plan Need to be Wrapped?

For Most Plans, the Answer is Yes This explainer outlines the requirements for determining whether your plan requires a Wrap document, as well as the circumstances within which an employer with multiple plans can combine them under a single “Mega Wrap” document.

HRA

HRA Administration Services

HRA AdministrationOffer a robust benefits package to attract and retain ​top-quality talent with an employer-funded HRA, ICHRA, EBHRA or QSEHRA! Contact us today! Health Reimbursement Arrangements (HRAs) ​of all types – including ​Individual Coverage HRAs (ICHRAs), Excepted Benefit HRAs (EBHRAs), and Qualified Small Employer HRAs (QESHRAs) – allow both employers and employees to save on … More >>

Mobile App Overview

Benefits at your fingertips DataPath offers powerful and convenient apps for both the Summit and myRSC administration platforms. Viewing your account balance, submitting claims, and more on-the-go has never been easier! What you can do with the DataPath mobile app: View Accounts – including detailed claim and balance information Card Activity – View transactions and … More >>

Employee Direct Deposit Authorization Form

Use this form to request that a claim reimbursement be deposited directly into your bank account. Instructions for completing this form: Fill in all fields below Attach voided check (no deposit slips) Sign and date form. If the account is not in your name alone, the other account holder must also sign and date form.

Medical Claim Form (Reimbursement or Card Substantiation)

How to Submit a Claim Form All sections of the claim form must be completed in order to receive reimbursement, including signature and date. Claim Form Section 1: Employee Information The following information must be included for each claim: Employee (Participant) Social Security Number Employee Name Employee Address Employee Phone Number Claim Form Section 2: … More >>

HRA

Health Reimbursement Arrangements

Health Reimbursement ArrangementsAn HRA, or Health Reimbursement Arrangement, is a benefit plan funded by your employer. With this account, you can be reimbursed tax-free for qualified health expenses. Your employer determines which expenses are qualified. Learning center forms library

Learning Center

Learning CenterWelcome to the Learning Center.  Here you will find a wealth of information about your tax-advantaged benefits, including FSAs, HSAs, HRAs, and COBRA. FSA HSA HRA COBRA

Forms Library

Forms LibraryWelcome to the Forms Library.  Here you will find the most commonly used forms associated with filing claims, requesting reimbursements, and enrolling in benefits. FSA HSA HRA

Captain Contributor – Your Benefits Super Hero

” Hello! I’m Captain Contributor.  I want to help you make the most of your employer-sponsored benefits and save money on your taxes! Captain Contributor – Benefits Super Hero An FSA, or Flexible Spending Account, is an employer-sponsored account that enables you to set aside money from each paycheck, before taxes, to help pay for IRS-approved, out-of-pocket … More >>

Tax Savings with Benefit Accounts

Captain Contributor Explains Tax Savings

” When considering an FSA, HSA, or HRA, you may be wondering – why should I sign up?  The answer is simple – saving money! Each account can save you money, but there are differences between them. Watch this video to learn more about tax savings! Captain Contributor​​ – Benefits Super Hero Captain Contributor Explains ICHRAs Captain … More >>

Captain Contributor Explains Benefits Debit Cards

” No matter where you go – doctors’ offices, grocery stores, retail shops, and more – you can use a debit or credit card to pay for goods and services. But did you know you can also use a debit card that’s linked to your healthcare benefits accounts? Watch this video to learn more about … More >>