Premium Only Plan (POP)
$299
Written plan support for eligible pre-tax employee insurance-premium deductions.
THE CHOICE BENEFITS DOCUMENT CENTER
Documents are the foundation.
Administration keeps them working.
Build the document and compliance stack around the employer—not around one funding type. Support is available for traditional group, level-funded, self-funded, ICHRA / CHOICE Arrangements, HRAs and voluntary benefits.
CHOOSE A PATHWhat does the employer need?
01Create or update documentsOne-time plan document packages02Outsource compliance workAdministration and annual filings03Not sure yetRequest a document reviewCOMPLETE EMPLOYER DOCUMENT CATALOG
Tax-free benefit plan documents for more than one arrangement.
Choose a single document or let us assemble the complete employer stack. Every request is reviewed before fulfillment so the document matches the plan design.
SECTION 125 + TAX-FAVORED ACCOUNTS
Premium deductions, savings accounts, reimbursement accounts and employee assistance programs.
POP with HSA Module
From $399
Premium-only plan documents with an HSA contribution module for an eligible design.
Health FSA Plan Documents
From $499
Plan documents supporting eligible pre-tax medical, dental and vision expense reimbursement.
Dependent Care Assistance Plan
From $399
DCAP documents supporting eligible dependent-care expense reimbursement.
Educational Assistance Program
From $399
Written employer program support for qualifying educational assistance benefits.
Transit + Parking Plan
From $299
Plan documents for eligible tax-favored transit and qualified parking benefits.
HRA PLAN DOCUMENTS
Employer-funded reimbursement arrangements selected for the workforce and underlying coverage.
ICHRA / CHOICE Arrangement
From $999
Employer-specific plan documents and attestations for the selected individual-coverage strategy.
Open the ICHRA document store →QSEHRA Plan Documents
From $749
Documents for an eligible small employer reimbursing qualifying individual coverage and medical expenses.
HRA for 2+ Employees
From $749
Plan documents for an employer-funded HRA integrated with eligible group health coverage.
One-Employee or Spouse HRA
From $749
Documents for a qualifying one-employee or spouse-only reimbursement arrangement.
EBHRA Plan Documents
From $749
Documents for an excepted-benefit HRA designed under applicable eligibility and benefit limits.
Amendment or Restatement
Scoped
Update an existing HRA when the employer changes eligibility, reimbursement terms or plan design.
ERISA + EMPLOYER DOCUMENT STACK
Bring the welfare-plan documents together and keep the employer’s materials organized.
Wrap Plan Document + SPD
From $599
Wrap documentation and Summary Plan Description support for eligible employer welfare benefits.
Multi-Plan Employer Document Stack
Scoped
Coordinate medical, reimbursement-account, voluntary-benefit and employer compliance documents.
What Does This Employer Need?
Review
Send the plan types, workforce size and renewal date. We will identify the document paths to consider.
Documents versus administration: a plan document purchase does not automatically include claims processing, reimbursement administration, COBRA administration, legal advice or annual filings. Select those services separately below.
COMPARE THE WORK — NOT ONE PRICE POINT
Documents, administration and payments are different jobs.
Documents
Written plan terms, SPDs, notices and amendments that establish the program.
Administration
Eligibility, qualifying events, communications, recordkeeping and ongoing service.
Payments
Premium collection, remittance or reimbursement workflows under the selected arrangement.
We compare the services included and the employer’s actual scope—not one headline administration rate.
ONGOING & ANNUAL COMPLIANCE SERVICES
More than documents.
Choose an administrative service when the employer needs ongoing execution, participant communication or annual filing support.
01
Administration
COBRA Administration
Support for qualifying-event workflows, election notices, participant communications, premium collection and administration under the selected service agreement.
- Employer implementation review
- Participant and event administration
- Ongoing service—not merely a template
02
Annual filing support
Form 5500 Preparation & Filing
Annual Form 5500 or 5500-SF support, as applicable, based on the employer’s plan structure and filing requirements.
- Plan and sponsor information review
- Preparation and filing coordination
- Scope confirmed before engagement
03
Reporting
ACA Reporting
Applicable employer reporting support, including preparation and delivery of required forms under the selected service.
04
Account administration
FSA + HRA Administration
Claims-processing and reimbursement administration may be added when the employer needs ongoing operation, not only plan documents.
- Employer implementation
- Participant account support
- Claims and reimbursement workflow
05
Leave administration
FMLA Administration
Leave-administration support for covered employers managing eligible FMLA requests under the selected service agreement.
REQUEST A DOCUMENT OR SERVICE REVIEW
Tell us what the employer needs.
We’ll confirm the correct document, administration or filing path before you purchase. Do not include Social Security numbers, claims or protected health information.
For brokers: keep your client relationship. We can support the document and compliance work behind your recommendation.