Flexible Spending Accounts & 125 Administration

Frequently Used Forms

Click Login Button below for the
Flex Plan Benefits Management System

Frequently Used Forms

Flex Plan Forms	Health Reimbursement Arrangement Forms
Benefit Election Form	HRA Investment Form
Change in Status Form	HRA Beneficiary Designation
Employee Worksheet	HRA Letter of Medical Necessity
Orthodontia Form	HRA Reimbursement Claim Form
Separation Form
Waiver Form
Contact Information Change Form
Dependent Daycare Receipt
Acknowledgement Form
Reimbursement Claim Form
Direct Deposit Form
Letter of Medical Necessity
Benefit Election Form w/ HSA
Summary Plan Description
HIPAA Summary
Pin Logon Instructions

Educational Services

Group and Individual Employee Education
Flex Plans are, by nature, intimidating and complicated. And, a flex plan is a meaningful benefit to employees only if it is clearly communicated so employees know how to best utilize it. Our exceptional instructors make the difference. These dedicated professionals are outstanding presenters, trained and experienced in Section 125.
We utilize a combination of group and individual meetings to educate your employees. Upon completion of our education process, employees understand how the program can benefit them personally.

The EBC Approach

Quality Employee Education
Upon completion of our education process, employees understand how the program can benefit them personally.

Complete Selection of Expense Categories
Most plans allow only three categories of eligible expenses. We offer five categories.
• Payroll Deducted Health Insurance Premiums
• Un-reimbursed Medical Expenses
• Child and Adult Daycare
• Outside Health Insurance Premiums
• Group-Term Life Insurance

Services & Fees

Service Options
Design your own plan and pay accordingly!
• Self-Administered
• Shared Administration
• Full Service Administration

Fees will be discounted based on level of service provided. Please contact us for more information.

FAQ's

What is a Section 125 Flexible Benefits Plan?
A Section 125 Flexible Benefits Plan (Flex Plan) enables you to reduce your taxes and your employees’ taxes on eligible expenses. It is authorized under Section 125 of the Internal Revenue Code.

What Taxes Can I Save?
Districts save FICA/Medicare taxes. In most cases the savings generated by our plan will be more than enough to offset administrative fees.

What Taxes Can My Employees Save?
Your employees will save Federal, State, and FICA/Medicare taxes. Typical savings would be 30-40% of the dollars elected by participants.

What Expenses Are Eligible?
Flex Plan Eligible Expenses
Over The Counter Eligible Expenses

For more information please contact one of our consultants below. Click on the name for a bio.

Paige Purcell, Sr. Benefits Consultant ext. 11
paigep@tsainvest.com

DeeDee Jankovich , Benefits Consultant ext. 10
deedeen@tsainvest.com

Educators Benefit Consultants, LLC
3125 Airport Parkway, NE
Cambridge, MN 55008

Metro: 763-552-6053
Toll Free: 888-507-6053
Fax: 763-552-6055