Description
How it works
Guided every step of the way.
What can be reimbursed
Qualified medical expenses as defined by the IRS.
Why consider a QSEHRA
Health benefits without the cost and complexity of a group plan.
Meaningful benefits
Offer real health benefits without sponsoring a group plan.
Predictable costs
Defined contribution limits keep costs under control.
Employee choice
Employees choose the coverage and care that fit their needs.
Tax-advantaged
Reimbursements aren’t subject to federal income or payroll taxes.
Who it’s for
Eligibility and plan requirements.
What the plan includes
Prepared for your church and kept on file for compliance.
Resolution to adopt
Meeting minutes recording the church’s decision to establish the plan as an employee benefit.
Customized plan document
The rules, benefits and terms of your plan, prepared for your church and kept on file for IRS review.
Summary Plan Description
An easy-to-read guide for employees with all federally required disclosures (plan year, Federal ID, agent for legal service, COBRA, FMLA and DOL information).
Election and claim forms
Personalized forms for employees to join the plan and submit expenses for reimbursement.
Optional HRA Support Plan
Year-round help with required updates, employee documentation and reimbursement questions.
Common questions
About the plan and your order.
What if an employee starts mid-year?
Their maximum benefit is prorated by the months they’re eligible. Monthly allowances can’t be increased to catch up to the full annual amount.
Do I need the HRA Support Plan?
It’s optional. Maintaining an HRA takes ongoing attention to compliance, documentation and administration. The annual HRA Support Plan gives you year-round help with required updates, employee documentation, reimbursement guidance and IRS rules.
Can I return it?
See the Refund & Return Policy tab above.
I’d rather have someone help me.
Our team works with churches and clergy every day. Email clientservices@clergyfinancial.com or call (888) 421-0101.
