Resource Library

As the complexity and cost of healthcare have skyrocketed, many Americans have found themselves lost in a whirlwind of acronyms and misperceptions about what health coverage is best for them. To help employers and employees with awareness of plan offerings, we have a robust resource center filled with educational materials to help further educate on Consumer Drive Healthcare solutions.

Guides, FAQs, and Forms

Flexible Spending Accounts

Health Reimbursement Arrangements

Health Savings Accounts

Commuter Benefits — Mass Transit and Parking Accounts

Quick Information

Education and Additional Resources:

FSA Store

Resources and Shopping for FSA and HSA Eligible Items – Easy and Fast!

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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.