EBC Fee Schedule for United Benefits Advisors

[Pages:2]Fee Schedule for United Benefit Advisors

Partnerships are everything.

The United Benefit Advisors (UBA) and Employee Benefits Corporation partnership offers fee discounts to our mutual clients for many services. This fee schedule provides the pricing available to partner firms as part of our partnership agreement. For each service offered to UBA member firms, a universal proposal is provided.

A $50 monthly minimum applies per product

Fees assume an employer paid model and are applicable for any size groups. All fees are net of commissions to the member firms. Commissions can be added at the member firm's discretion and must be communicated to Employee Benefits Corporation at the time of sale. Individual proposals, pricing considerations, and broker paid pricing models can be made available on a case by case basis at the request of the member firm.

Versatile cafeteria plan with options for premium only and flexible spending account (FSA) administration services for Health Care and Dependent Care.

FSA administration pricing includes an electronic model with the Benefits Card, direct deposit, and auto-debited fees. Paper options are available for an additional charge.

A premium only plan (POP) allows employers to withhold health plan premiums on a pre-tax basis from their participants' payroll checks.

Health savings account with triple tax savings and investment opportunities for participants and cost-savings capabilities for employers.

Pricing includes an electronic model with the Benefits Card and auto-debited fees. Paper options are available for an additional charge

Flexible and robust plan design options with full-service health reimbursement account administration.

Pricing includes an electronic model with direct deposit and auto-debited fees. Paper options are available for an additional charge.

Variety of transit and parking options for participants through flexible monthly ordering.

Pricing includes an electronic model with the Benefits Card and auto-debited fees.

$4.00 PPPM* $400 First Year Fee $275 Renewal Fee $1.75 PPPM

$4.00 PPPM

$3.00 PPPM

Federal COBRA administration and state continuation options for WI, MN, CT, NY, and TX.

$0.69 per employee enrolled in the health plan

Offering great benefits can sometimes result in challenges to collect premiums directly from participants. Billing Services reduces workload and gets billing done.

$4.50 PPPM

See how we're different.

Passionate Employee Owners

*Monthly fees are per participant per month (PPPM).

Valued Partnerships

Industry Expertise

Employee Benefits Corporation | Fee Schedule for United Benefit Advisors

Accounts to fund employees' everyday needs without the burden of managing additional reimbursements.

Pricing includes an electronic model with direct deposit and auto-debited fees. Paper options are available for an additional charge.

2 $2.50 PPPM

Our ? la cart Compliance Services include wrap plan documents, Form 5500 preparation, and cafeteria plan nondiscrimination testing, including Health Care and Dependent Care flexible spending account tests.

Wrap Documents

Service Basic Wrap Plan Document Mid-Year Plan Sponsor Amendments or Benefit Changes Wrap Plan Form 5500 and Summary Annual Report (SAR) add-on* Late or Amended 5500 Filing

Fee

$550

Reduced to $350 for renewal years

$75 per amendment

$400 per return $150 per additional schedule

$800 per return $100 per additional schedule

*For returns in the year(s) in which an Employee Benefits Corporation wrap document is in effect.

Form 5500 Filing Services

Service Health and Welfare Benefit Plan Filing

Health Care FSA/Health Reimbursement Arrangement Filing

Late or Amended Filing Fee Additional Schedules

Fee

$550 per return Includes one Schedule A or C and Summary Annual Report

$200 per return If client files separate Form 5500 for its BESTflex Plan Health FSA, Form 5500 preparation for client's Health FSA is included at no additional cost with BESTflex Plan services.

$1,000 per return

$150 per schedule

Stand-Alone Cafeteria Plan Nondiscrimination Testing

(for plans not administered by Employee Benefits Corporation)

Total Employees

Fee

2-1,000 employees

$400

1,001-5,000 employees

$650

5,001-10,000 employees

$850

10,000+ employees

Contact our Sales Team at (800) 346-2126 or sales@

We reserve the right to charge an additional $100 fee for a retest due to inaccurate data.

This is not a complete price list. Contact us for information about our full product offerings and optional services.

Contact Us

Web Email Phone

| sales@ (800) 346-2126 | (608) 831-8445

We know benefits administration.

We provide a world-class customer experience and pride ourselves on our reputation as a service-oriented and technologically-advanced third party administrator.

? Employee Benefits Corporation ID 935 UBA 3H

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