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  2. Company Plan Administrator

Company Plan Administrator

Manage the account, learn about funding and be able to answer the questions your employees ask.

Get Started

  • Set-up a PA password

Training Guides (Video)

  • Group Plan Administrator Guide
  • Business Owner Tax Advantage Guide

Employee and Dependent Coverage

  • Adding an employee
  • Add employee: Hire date, waiting period (detail)
  • Remove an employee
  • Temporarily suspend employee coverage
  • Add dependents
  • Remove dependents
See all 7 articles

Funding

  • How to submit funds
  • Funding Summary and Minimum Balance explained
  • What Claims Got Reimbursed?
  • How fast do claims get reimbursed?

Plan Set-up

  • Editing Benefit Categories
  • Carry-Forward Definitions

Reports

  • Access Benefit Utilization Report
  • Access Financial Invoices
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