Employers can access various reports related to Health Savings Accounts (HSAs) and Reimbursement Accounts (HRA, FSA, DCFSA, LSA, MTA, and Commuter benefits) through the employer dashboard. Reports provide insights on account balances, contributions, employee enrollment, and more.

Answer:

Employers can access various reports related to Health Savings Accounts (HSAs) and Reimbursement Accounts (HRA, FSA, DCFSA, LSA, MTA, and Commuter benefits) through the employer dashboard. Reports provide insights on account balances, contributions, employee enrollment, and more.

Steps

1. From the employer dashboard, open the 'Reports' page.
2. Use the dropdown menu to view all available reports based on the products offered to your employees.
3. Select the report you wish to view, customize its contents as needed, and download it directly from the dashboard.

• Health Savings Account (HSA) Reports:
  • Cash vs Investment Report: This report provides a summary of HSA cash and investment balances across all open employee accounts year-to-date.
  • Contribution Details Report: View detailed information on all HSA contributions over a specific period.
  • Employee Enrollment Report: Displays the enrollment status and details for all eligible employees.
  • Program Features Report: Summarizes program features in use, including the number of cards issued, accounts with designated beneficiaries or authorized users, and two-factor authentication status.
  • Spenders vs Savers Report: Provides an overview of HSA funds, whether they are being spent or saved year-to-date.
  • Year-to-Date (YTD) Contributions Report: Offers a snapshot of all HSA contributions made within a given tax year.
    
    
• Reimbursement Account (RA) Reports (HRA, FSA, DCFSA, LSA, MTA, Commuter):
  • Calendar Year Spend Report: Shows a year-long view of employees’ total available benefits and reimbursements.
  • Card Status Report: Summarizes details about the debit cards tied to Reimbursement Accounts.
  • Funding Summary Report: Summarizes all debit transactions related to Reimbursement Accounts.
  • Plan Summary Report: Provides details on employee plan enrollments, elections, and available balances across all Reimbursement Accounts.
  • Spend Details Report: Summarizes pending and processed claims as well as debit card transaction details.

Common Issues/Troubleshooting:

• If a report is unavailable, ensure that the corresponding product is offered to your employees.
• If report data seems incomplete, verify that the selected time period is accurate or check employee account status.