Section 125 Premium only plan includes:
- Resolution to Adopt a Plan- Includes minutes of the meeting to adopt the HRA Plan as an employee benefit.
- Plan Document – Plan Documents are personally prepared for each church and kept on file for review for IRS, etc.
- HRA Summary Plan Description (SPD) – Explains the Plan Purpose, Who is Eligible, How To Enroll, etc. in easy to read language. Also includes all information required by the Internal Revenue regarding the Plan Year Start and End Dates, Agent for Legal Service, Fed. ID#, and information regarding COBRA, FMLA, and required DOL information.
- Election and Claim Form – Personalized for your church, it will include the Election Agreement and Claim Form to submit bills to the church for reimbursement.
- Administrative Handbook – Includes sections on Administration, Non-Discrimination Testing, and Reporting and Disclosure information.