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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

Education and Additional Resources:

FSA Store

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

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.