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Plan Administration

At PB&H Benefits, we believe your flexible benefit plan should enhance your other insurance related benefits. Our goal is to offer simple processes and education that coordinate with your insurance, internal processes, and other benefits. The scope of our services range from annual preparation of Form 5500 on your welfare plan to a full Cafeteria Plan administration coupled with a Health Reimbursement Arrangement. No matter the scope of the service you need, PB&H Benefits will deliver with a customized package and premium service to your company and your participants.

Flexible Spending Accounts

Our premium flexible spending account services cover all aspects of plan design, set up and ongoing administration including claim substantiation, retention and payment, enrollment materials, administrative forms, and plan documentation. With electronic access to plan information for the employer and employee via our website, the popular employee debit card option and ongoing support through our Participant Hotline, PB&H Benefits provides a hands-on client-focused approach to service. In addition, we will also prepare Form 5500 if required of your plan.

Health Reimbursement Arrangements

Our health reimbursement account services begin by working with your insurance agent or broker with plan design and include claim substantiation and payment, enrollment materials, administrative forms, and plan documentation. We offer employee debit cards if appropriate with plan design and will prepare Form 5500 if required of your plan.

Health Savings Accounts

Our health savings account services work in conjunction with your HSA and insurance providers and include claim receipt verification and recordkeeping, along with enrollment materials. We will also offer access to plan information for employees via our website with substantiated claims and distributions.

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