Maintain Employee Roster
Your Admin Resource Center
Everything you need to roll out your new company benefit all in one place.
Save time each month administering your company's HRA
On average, our clients spend less than an hour every month performing three basic tasks while maintaining and administering their HRA.
Maintain Employee Roster
Review Monthly Statements
Each month, admins receive a reimbursement statement detailing how much to reimburse employees.
Process Reimbursements
After confirming the statement is correct each month, it's time to reimburse your employees. You can easily reimburse through payroll.
New HRA Administrator Webinar
Each month we host a webinar for all new HRA administrators. Whether your HRA has begun or not, if you're looking for a little support, a demo of our platform, and a way to connect with our team, we recommend signing up!
Resources & Downloads
Bookmark this page. These resources will serve you well all year long as employees come to you with questions and request examples.
HRA overview (Sample) ➜
A quick overview, this short PDF explains what an HRA is (QSEHRA or ICHRA) and how they work.
Health Insurance Terms 101 ➜
This handy PDF explains all the common insurance terms for your employees who are first-time shoppers.
New HRA Administrator Webinar ➜
Each week we host a webinar for all new HRA administrators. Join us for a live demo with Q&A and more details on how to administer the plan.
Announcement Email (Sample) ➜
Use this suggested copy to announce your HRA to your employees. Use this to introduce it for the first time and for new hires! Email template
Form 720 (Sample) ➜
All employers offering an HRA are required to file and pay Form 720 (also known as the PCORI fee).
New Employee Flyer (Spanish) ➜
A helpful resource to hand to employees who are beginning to participate in your company's HRA.
View our Platform Demo
The Admin views for both QSEHRA and ICHRA are very similar. This particular demo highlights an admin who's using an ICHRA.
Administration Portal
See what you can with our software and get an idea of what your experience as an account admin will be like on our platform. Please note that we are updating capabilities and features every month.
Employee Onboarding
See what your employees' experience will be like as they get onboarded to our platform and get an idea of how their shopping experience will go. Please note that we are updating capabilities and features every month.
Frequently Asked Questions
Congrats! First, use one of the flyers above to help them learn about the HRA. Then, go ahead and add new employees to your Employee Roster in the TCH member portal. We'll ask for their hire date and make sure they are eligible based on the waiting period you selected. We'll take it from there, but be sure to direct them to our Enrollment Team for support shopping for a health insurance plan!
They will receive a welcome e-mail from us with onboarding instructions. They can follow the link in their e-mail to log in to the platform and go through a series of onboarding steps. They’ll be asked to upload proof of their health coverage or offered the option to shop for a new plan. Once their info is approved, it’ll be reported to you for reimbursement.
If your employee has chosen to waive coverage through the HRA, encourage them to login to their member portal to waive coverage there. Otherwise, you or they can let us know and we'll update it on our end.
Note: If your employee is eligible but choosing not to participate, please leave them on the employee roster so we can correctly track your offering for end-of-year reporting!
Employers handle the QSEHRA and ICHRA reimbursements directly with their employees. We recommend adding the tax-free reimbursement directly through payroll.
When you set up your HRA, you can choose to have Reimbursement Statements automatically generated monthly, semi-monthly, or bi-weekly. You can update the timing and frequency anytime. It’ll be ready for download in the ‘Reimbursements’ section.
The HRA allowance is an annual benefit that is "unlocked" on a monthly basis. What that means is that any given month throughout the year, if they do not claim their full allowance, any unclaimed reimbursement allowance rolls over to the next month and accumulates to build up a balance of unclaimed reimbursements.
This means that if your employee has not claimed their full reimbursement in one month or more this year, they could have an accumulated allowance available to them to claim.
Navigate to the Settings section and click on Administrators to give your payroll specialist, accountant or other administrator access to the HRA.
No, we don't actually process the reimbursements. Instead, our platform will help you manage your HRA by getting your plan documents in place, keeping you compliant, track your employees' expenses, keeping notional accounting ledgers, and providing Reimbursement Statements so you know exactly how much to reimburse your employees.
Remember that we at Take Command Health are not certified tax preparers and cannot prepare your tax documents for you. We can, however, provide the data that you'll need to provide to your own tax professional to complete all necessary year-end reporting.
Note: in order for us to provide accurate information, it's important that you keep your Employee Roster up to date!
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