Healthcare Accounts Administration

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  • Accounts
    HEALTH SAVINGS ACCOUNT
    AVAILABLE
    Cash Account $1,295.50
    Investment Account $0.00
    01/01/YYYY - 12/31/YYYY
    AVAILABLE
    Limited Purpose FSA Limited Purpose FSA tooltip $2,700.00
    Dependent Care FSA Dependent Care FSA tooltip $1,250.01
    Transit Acct Transit Acct tooltip $780.00
    Parking Parking tooltip $773.50

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    Recent Transactions
    Recent Transactions
    Date Expense Recipient/Patient Merchant/Provider Submitted Amount Status Pay
    Date MM/DD/20XX Expense Dental Merchant/Provider Johnson Dental Clinic Submitted Amount $12.50 Status Unpaid Dental Demo User Johnson Dental Clinic $12.50 Unpaid
    Pay
    Date MM/DD/20XX Expense Pharmacy Merchant/Provider CVS Submitted Amount $4.50 Status Paid Pharmacy Demo User CVS $4.50 Paid
    Date MM/DD/20XX Expense Dental Merchant/Provider Johnson Dental Clinic Submitted Amount $6.32 Status Unpaid - Ineligible Dental Demo User Johnson Dental Clinic $6.32 Unpaid - Ineligible
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    HSA Contributions & Distributions . 20XX: Contributions $1,300.00, Distributions $4.50.  *Represents your contributions and distributions included in all 'normal' transactions per IRS forms 1099SA and 5498SA for the indicated tax year. Excludes fees, interest, transfers, rollovers, and pending transactions.
    HSA Contributions by Tax Year . 20XX: Current Contributions $1,300.00, 18.6 % of $7,500.00. Maximum Contribution $5,700.00, 81.4 % of $7,500.00.  *Represents your contributions year to date compared to the maximum amount you can contribute based on IRS guidelines. *Contribution amounts do not include pending contributions or rollovers.
    Election Summary. MM/DD/YYYY - MM/DD/YYYY. Dependent Care FSA $5,000.00, 35.9 %. Parking $3,120.00, 22.4 %. Transit Acct $3,120.00, 22.4 %. Limited Purpose FSA $2,700.00, 19.4 %. 
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