• Determine employee eligibility classes
  • Set a monthly reimbursement budget.
  • Provide company legal information, including the legal business name, Employer Identification Number (EIN), and company contact information.
  • Create formal plan documents, including a Master Plan Document, Summary Plan Description (SPD), Summary of Benefits and Coverage (SBC), and the required ICHRA Employee Notice.
  • Please note that these documents must be in place before the benefit begins.