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9,,1R, <br />Group <br />) <br />Company Name: Clef of Santa Ana Business Federal IDk <br />EJ TASC Suite K (1-8) ladaded 9&deg berme <br />ilikf <br />CA <br />Business <br />Planp <br />licatlon <br />_ .. _ _ _ , <br />_. _ , <br />NAILS/SIC Code Total If Employ es <br />O TASC Form 5500 Preparation <br />972 <br />Mature of Business: Cly Government Total k BeneFit Eliglh <br />_ _. <br />E <br />a Em(�loyees <br />zas <br />lnrernor Use gnry: Otarge Olent quallller qJ <br />•-.._ <br />❑ <br />then <br />1 <br />Health Insurance Carrier. CeiPER.S Medical Carrier Group IDk: 483399115e <br />ene <br />IDate: Na ! <br />,._.— <br />Email .._ <br />Fax <br />_... <br />_ :ti! <br />11 <br />Please submit completed Applkationwit <br />❑ TASC HSA -Plan Only <br />T,15C, rJo <br />ew Bu <br />IAass Department <br />gone, <br />required fees to: <br />ne*buslnessetzsconline.com <br />(E08)'661.5638 <br />23021ntern <br />Clonal <br />P.O. Box 11140 <br />LontaetName: Ca'doHanes Email (m Uanes�sana-a <br />Title: een�RtsB Ca mPensa9an9upeMsar Telephone .(713)847-6967 <br />dg <br />) <br />Company Name: Clef of Santa Ana Business Federal IDk <br />EJ TASC Suite K (1-8) ladaded 9&deg berme <br />Physical Address: (no PO sex) 20 Chic Center Plaza 1134 City: Ana. State <br />CA <br />Zip 92702._ <br />_Sa_n_ta <br />Maitin Address:fnarroBOX J Lib/: State <br />Z ip: <br />_ .. _ _ _ , <br />_. _ , <br />NAILS/SIC Code Total If Employ es <br />O TASC Form 5500 Preparation <br />972 <br />Mature of Business: Cly Government Total k BeneFit Eliglh <br />_ _. <br />E <br />a Em(�loyees <br />zas <br />Tax Filing Status ❑ C -Corp ❑ S -Corp ❑ Partnership ❑ Sole Proprietor ❑ Non Profit ❑ LLC <br />❑ <br />then <br />1 <br />Health Insurance Carrier. CeiPER.S Medical Carrier Group IDk: 483399115e <br />ene <br />IDate: Na ! <br />CamierAM/Rep Name: ;wane Flelda AM/Rea Email: , y9elds(dkeenan.s <br />I <br />Are you a current TASC Client? Rtlo ❑_ Les_t If yes, please provide yaur_L_2-Digit_TASC IDk. <br />Name existtng/active TASC services: <br />Select the new TASCservice offerings) for this application (and complete each corresponding section under PAT 63: I �` <br />Check the hwerjorearh <br />A TASCSuite Add -On Offerings(apdonaj:Complee <br />app, :ection <br />for :electi <br />ons <br />EJ TASC Suite K (1-8) ladaded 9&deg berme <br />O TASC ACA Employer Reporting ❑ 7AffRA <br />_ <br />❑ FASC FMLA ❑ Eligibility Deterrldnad <br />_ a complete cans scathe❑TASC <br />Non-Diserlmihation Testing 0TASA <br />Transit Account <br />SECTIONA <br />Morin this appamtion. <br />O TASC Form 5500 Preparation <br />l <br />Cd Parking Account <br />BENEATACCOUNT MANAGEMENTSERVICES <br />BENEFIT CgNTINUATION SE <br />vICESj <br />SECTION D <br />H <br />El FlexSystem FSA` ❑ TASC COBRA ❑ 46 rakecver_ <br />U FlexSystem POP <br />_ <br />❑ FASC FMLA ❑ Eligibility Deterrldnad <br />I <br />SECTION E <br />Transit Account <br />SECTIONA <br />--. ; .___..:.. 't_ .,..:__...._ ..--......... _, <br />i;0ii1PLIANeEs6`RVit'_._.. <br />. _ <br />Cd Parking Account <br />❑ TASC ACA Employer Reporting f2-Prc <br />atrac J <br />SECTION F <br />O TASC HSA -Full <br />❑ TASC ERISA <br />I <br />❑TASC HSA -Limited <br />SECTION <br />❑ Medicare Part DNodcas <br />❑ TASC HSA -Plan Only <br />O Late 5500 Filing ❑ PPACANotices <br />iSECfIONG <br />❑ TASC HRA -Full <br />Cl Carrier Certificate Ci Add Wrap Doc(s) <br />❑ TASC HRA Debit Card <br />SECTION![ <br />❑ TASC PCORI(with TASC ERISA -free) <br />• TASC HRA -Self <br />C) TASC PCORI (without TASC ERISA) <br />j <br />SECTICNH <br />❑__TASC G)veBack <br />SECTION 1 <br />O TASC Form 5500 Preparation <br />l <br />SECTION 1 <br />C] PayPath° <br />'camprams araea <br />m <br />❑ TASC Non.-Cliscrinfination Testing <br />SECTION) <br />❑ TASC Funded HRA' <br />Pion epP71-odan- i <br />❑ TASC HIPAA <br />SECTION x <br />Enter each Service Offering selected In PART Z and the applicable fees in the pricing chart below: <br />New Service Offerings: — One Time ,. Administration Min WDM <br />go-_. ,._­__ . _ <br />FlexSystem FSA t3C9 .$14,25 .$;100 <br />FEES: <br />Page 3 <br />*3913-010117 <br />Fees <br />�. <br />S;a.25 <br />I <br />Employer Initial �IVASC <br />25E-56 <br />