| |
The
Start-Up
Package |
The
Professional
Package |
The
Enterprise
Package |
The
Start-Up
Package |
The
Professional
Package |
The
Enterprise
Package |
| Fees |
Standard Pricing |
Thanksgiving Blowout Pricing |
| Account
FSA/HRA Initial Implementation |
$450 |
$550 |
$750 |
Waived! |
$385 |
$525 |
| Account
FSA/HRA 1st Annual Renewal |
$405 |
$495 |
$675 |
Waived! |
$347 |
$473 |
| Healthcare
FSA per Participant |
$3.99 |
$3.39 |
$3.39 |
$2.99 |
$2.99 |
$2.99 |
| Healthcare
FSA Debit Card Option, per Participant |
N/A |
$1.19 |
$1.19 |
N/A |
$1.19 |
$1.19 |
| Dependent Day
Care FSA FSA per Participant |
$1.40 |
$1.20 |
$1.10 |
$1.40 |
$1.20 |
$1.10 |
| HRA Account
per Participant |
N/A |
$3.39 |
$3.39 |
N/A |
$2.99 |
$2.99 |
| HRA Debit
Card Option, per Participant |
N/A |
$1.19 |
$1.19 |
N/A |
$1.19 |
$1.19 |
| Minimum
Monthly Total Participant Fee |
50 |
50 |
50 |
50 |
50 |
50 |
| Implementation - Base Information |
| Number of
Master Accounts |
1 |
1 |
1 |
1 |
1 |
1 |
| Number of
sub-locations supported |
0 |
5 |
Unlimited |
0 |
5 |
Unlimited |
| Number of
employee benefit class groupings |
1 |
5 |
Unlimited |
1 |
5 |
Unlimited |
| Calendar
year-based plan year option |
★ |
★ |
★ |
★ |
★ |
★ |
| Fiscal plan
year-based plan year option |
★ |
★ |
★ |
★ |
★ |
★ |
| Maximum
Number of FSA Particpants |
50 |
100 |
Unlimited |
50 |
100 |
Unlimited |
| Implementation - FSA-Specific Information |
| New FSA plan,
first year short plan year option |
★ |
★ |
★ |
★ |
★ |
★ |
| Mid-Plan Year
Conversion1 |
★ |
★ |
★ |
★ |
★ |
★ |
| Prior TPA
Carry-over funds accounting/Claims processing2 |
★ |
★ |
★ |
★ |
★ |
★ |
| Client
defined annual open enrollment period |
★ |
★ |
★ |
★ |
★ |
★ |
| Client-defined
minimum FSA contribution |
★ |
★ |
★ |
★ |
★ |
★ |
| Client-defined
maximum FSA contribution |
★ |
★ |
★ |
★ |
★ |
★ |
| Extended
Grace period option |
★ |
★ |
★ |
★ |
★ |
★ |
| Extended
claims reporting period option |
★ |
★ |
★ |
★ |
★ |
★ |
| Employee Communications |
| Generic
Branding, PDF Format |
★ |
★ |
★ |
★ |
★ |
★ |
| Healthcare
FSA: Employee Overview Sheet |
★ |
★ |
★ |
★ |
★ |
★ |
| Dependent Day
Care FSA: Employee Overview Sheet |
★ |
★ |
★ |
★ |
★ |
★ |
| Online Claims
Submission Overview sheet |
★ |
★ |
★ |
★ |
★ |
★ |
| Client
Branding, PDF Format |
★ |
★ |
★ |
★ |
★ |
★ |
| Healthcare
FSA: Employee Overview Sheet |
★ |
★ |
★ |
★ |
★ |
★ |
| Dependent Day
Care FSA: Employee Overview Sheet |
★ |
★ |
★ |
★ |
★ |
★ |
| Online Claims
Submission Overview sheet |
★ |
★ |
★ |
★ |
★ |
★ |
| Generic
Branding, Printed 4-Color Process |
★ |
★ |
★ |
★ |
★ |
★ |
| Healthcare
FSA: Employee Overview Sheet |
★ |
★ |
★ |
★ |
★ |
★ |
| Dependent Day
Care FSA: Employee Overview Sheet |
★ |
★ |
★ |
★ |
★ |
★ |
| Online Claims
Submission Overview sheet |
★ |
★ |
★ |
★ |
★ |
★ |
| Client
Branding, Printed 4-Color Process |
★ |
★ |
★ |
★ |
★ |
★ |
| Healthcare
FSA: Employee Overview Sheet |
★ |
★ |
★ |
★ |
★ |
★ |
| Dependent Day
Care FSA: Employee Overview Sheet |
★ |
★ |
★ |
★ |
★ |
★ |
| Online Claims
Submission Overview sheet |
★ |
★ |
★ |
★ |
★ |
★ |
| Participant Enrollment |
| Employee Open
Enrollment Announcement Email - Client initiated |
★ |
★ |
★ |
★ |
★ |
★ |
| Employee Open
Enrollment Announcement Email - BAS initiated |
★ |
★ |
★ |
★ |
★ |
★ |
| Employee Open
Enrollment Announcement (Printed/Mailed) |
★ |
★ |
★ |
★ |
★ |
★ |
| Enrollment -
Online |
★ |
★ |
★ |
★ |
★ |
★ |
| Enrollment -
Paper Form Entry |
★ |
★ |
★ |
★ |
★ |
★ |
| Third-Party
Enrollment Files - Setup |
★ |
★ |
★ |
★ |
★ |
★ |
| Third-Party
Enrollment Files - Processing Weekly |
★ |
★ |
★ |
★ |
★ |
★ |
| Third-Party
Enrollment Files - Processing Bi-Weekly |
★ |
★ |
★ |
★ |
★ |
★ |
| Third-Party
Enrollment Files - Processing Monthly |
★ |
★ |
★ |
★ |
★ |
★ |
| Claims Funding |
| Weekly
Employer Claims Funding Email Botice |
★ |
★ |
★ |
★ |
★ |
★ |
| Weekly
Employer Claims Funding - ACH Debit Initiated by BAS |
★ |
★ |
★ |
★ |
★ |
★ |
| Weekly
Employer Claims Funding - ACH Debit Initiated by Client
|
★ |
★ |
★ |
★ |
★ |
★ |
| Weekly
Employer Claims Funding - Employer check |
★ |
★ |
★ |
★ |
★ |
★ |
| Claims Submission |
| Participant
submit claims via secure web application |
★ |
★ |
★ |
★ |
★ |
★ |
| Participant
submit claims via secure toll-free fax |
★ |
★ |
★ |
★ |
★ |
★ |
| Participant
submit claims via US Mail |
★ |
★ |
★ |
★ |
★ |
★ |
| Participant
Submit Claims via Overnight Courier |
★ |
★ |
★ |
★ |
★ |
★ |
| Customized
Client-branded Claim Forms |
★ |
★ |
★ |
★ |
★ |
★ |
| Participant
Claim Submission Email Confirmation |
★ |
★ |
★ |
★ |
★ |
★ |
| Participant
Claim Submission Text Confirmation |
★ |
★ |
★ |
★ |
★ |
★ |
| Claim Information/Transactions |
| Online
Account Balances |
★ |
★ |
★ |
★ |
★ |
★ |
| Online Claims
Transaction History |
★ |
★ |
★ |
★ |
★ |
★ |
| Claims
History |
★ |
★ |
★ |
★ |
★ |
★ |
| Monthly
FSA Balances Reminder - Email
(Optional) |
★ |
★ |
★ |
★ |
★ |
★ |
| Quarterly FSA
balances reminder - Email (Standard) |
★ |
★ |
★ |
★ |
★ |
★ |
| Claim Processing (Non-debit card claims) |
| Daily Claims
Processing |
★ |
★ |
★ |
★ |
★ |
★ |
| Tuesday
Claims Reimbursement via Check |
★ |
★ |
★ |
★ |
★ |
★ |
| Tuesday
Claims Reimbursement via Direct Deposit (ACH) |
★ |
★ |
★ |
★ |
★ |
★ |
| Paper Claim
Forms |
★ |
★ |
★ |
★ |
★ |
★ |
| Go Green
ACH-Only Claim Reimbursements |
★ |
★ |
★ |
★ |
★ |
★ |
| Claim Processing (Debit Card Expenses) |
| Point-of-Service
(POS) On-Demand Claims Adjudication |
★ |
★ |
★ |
★ |
★ |
★ |
| Substantiation
Requirement for Claims not Adjudicated at POS |
★ |
★ |
★ |
★ |
★ |
★ |
| Debit Card |
| Health FSA
Expenses Supported |
★ |
★ |
★ |
★ |
★ |
★ |
| Dependent day
care FSA Expenses Supported |
★ |
★ |
★ |
★ |
★ |
★ |
| Health
Reimburserment Account Expenses supported |
★ |
★ |
★ |
★ |
★ |
★ |
| Replacement/Additional
Card Fee - Participant-Paid |
★ |
★ |
★ |
★ |
★ |
★ |
| Customer Support |
| Toll-Free
Support (employees) |
★ |
★ |
★ |
★ |
★ |
★ |
| Toll-Free
Support (administrators) |
★ |
★ |
★ |
★ |
★ |
★ |
| Dedicated
Toll-Free Number |
★ |
★ |
★ |
★ |
★ |
★ |
| Dedicated
Support Account Manager |
★ |
★ |
★ |
★ |
★ |
★ |
| General
support FSA Account Manager |
★ |
★ |
★ |
★ |
★ |
★ |
| Eastern Time
Zone Customer Service Hours |
★ |
★ |
★ |
★ |
★ |
★ |
| Central Time
Zone Customer Service Hours |
★ |
★ |
★ |
★ |
★ |
★ |
| Mountain Time
Zone Customer Service Hours |
★ |
★ |
★ |
★ |
★ |
★ |
| Pacific Time
Zone Customer Service Hours |
★ |
★ |
★ |
★ |
★ |
★ |
| Alaska Time
Zone Customer Service Hours |
★ |
★ |
★ |
★ |
★ |
★ |
| Hawaii Time
Zone Customer Service Hours |
★ |
★ |
★ |
★ |
★ |
★ |
| FSA Services Add-Ons |
| Debit Card
Implementation (One-time fee) |
★ |
★ |
★ |
★ |
★ |
★ |
| Debit Card
per healthcare per FSA participant (Monthly) |
★ |
★ |
★ |
★ |
★ |
★ |
| GO Green
Claim Reimbursement Credit (eliminate paper checks) |
★ |
★ |
★ |
★ |
★ |
★ |
| Non-Discrimination
Testing |
★ |
★ |
★ |
★ |
★ |
★ |
| Administrator
1-on-1 Personal, Web-Based Training |
★ |
★ |
★ |
★ |
★ |
★ |
| Roman
Catholic Ethical Religious Directives Expense Exclusions |
★ |
★ |
★ |
★ |
★ |
★ |
| Customized
Expense Exclusions |
★ |
★ |
★ |
★ |
★ |
★ |
| FSA Combined
Plan Document & SPD |
★ |
★ |
★ |
★ |
★ |
★ |
| Open
Enrollment Fair Attendance |
★ |
★ |
★ |
★ |
★ |
★ |
| Service Level
Performance Agreement |
★ |
★ |
★ |
★ |
★ |
★ |
