Deadline Is October 9 for Returning 2015 Side Accounts Forms
The deadline for returning certain forms to Cooperative Benefit Administrators (CBA)—those that are required for your cooperative to offer CBA-administered tax-advantaged side accounts to employees in 2015—is tomorrow, October 9.
Other documents should be executed and kept at your co-op and/or distributed to participants. Please use the following information as a guide.
For 125 Plans:
These forms must be completed and returned to CBA:
- Restated 125 Plan Adoption Agreement
- 125 Plan Employer Payroll and Funding Form
- 125 Plan Administrative Services Agreement
Review the Checklist for Adoption of the Restated 125 Plan for instructions regarding other documents and forms.
For Health Reimbursement Arrangements (HRAs):
These forms must be completed and returned to CBA:
- Restated HRA Plan Adoption Agreement
- HRA Payroll and Funding Form
- HRA Administrative Services Agreement
Review the Checklist for Adoption of a Health Reimbursement Arrangement for instructions regarding other documents and forms.
For the Retiree HRA:
These forms must be completed and returned to CBA:
- Retiree HRA Adoption Agreement
- Retiree HRA Employer Funding Form
- Retiree HRA Administrative Services Agreement
Review the Checklist for First-Time Adoption of a Retiree HRA for instructions regarding other documents and forms.
Forms can be sent via overnight service to: Cooperative Benefit Administrators, Flexible Spending Accounts, 8701 Firethorn Lane, Lincoln, NE 68520. They can also be faxed to 402.483.9388.
If you have questions, please contact CBA at fsagroup@nreca.coop or call 866.673.2299, option 1, then 4.