Laserfiche WebLink
Services & Fees Overview for City of Santa Ana <br />Included Services List: <br />These services are part of all Spending Accounts unless expressly indicated below. <br />✓ Implementation <br />• Plan Configuration Support <br />• Initial EDI Testing <br />✓ Client Relations Manager (CRM) <br />✓ Benefit Card Administration' (card stacked for multiple plans) <br />✓ Claim Review <br />✓ Client & Participant Portals <br />✓ Daily Reimbursement Remittance <br />✓ Direct Deposit Reimbursement <br />✓ Electronic Eligibility Updates <br />✓ Employer Reporting— scheduled and on demand <br />✓ Enrollment Processing and Eligibility Updates' <br />✓ FDIC Insured <br />✓ Fund Rollover (FSA Carryover, HRA and Commuter) <br />✓ Investment Options (HSA only) <br />✓ Participant Call Center Support - Domestically Based <br />✓ Participant Communications & Alerts (Real Time) <br />• Communications are in electronic format <br />• Account Statements are emailed monthly <br />• Year-end tax statements (HSA only) <br />✓ Participant Mobile App <br />✓ Plan Document and Summary Plan Descriptions (fees apply if such documentation is not required for <br />Plan compliance) <br />Included Annual Services List: <br />✓ Non-discrimination Testing (NDT) (provided such testing is required for compliance of spending <br />accounts administered by Igoe) <br />✓ Open Enrollment Processing' <br />'For files received prior to the administrative effective date <br />'Includes 2 benefit cards per account (both initial cards and cards renewed due to standard card expiration) <br />'Enrollment and Account Updates that require manual entry by an Igoe Associate are subject to a processing fee — please refer to the Billable Services List. <br />'Manual Enrollment Processing fees will apply if election data is provided in a manual format and/or afterthe data submission detail outlined in the Annual Open <br />Enrollment Guide. Changes made to system configuration to accommodate amended benefit offerings are subject to System Re -configuration fees. <br />� C41111 <br />lCWA' <br />Document Generated on June S, 2023 for City of Santa Ana <br />Internal Use Only: PEPM17 <br />Page 3 <br />