Eligible Medical Plan(s) |
SavingsPlus HSA |
All plans However, only dental and vision expenses are considered eligible if you enroll in the SavingsPlus HSA (“Limited Purpose” FSA) |
Company Contribution |
$500 Associate $1,000 Family |
$100, not applicable for Limited Purpose FSA |
Contributions Subject to Annual Dollar Limits |
Yes |
Yes |
Account Balance at Plan Year End (12/31) |
Remains in your account |
Unused funds are forfeited |
Eligible Medical, Dental, and Vision Expenses Reimbursed Tax Free |
Yes |
Yes |
Account Owner |
You |
Broadridge |
Balance Goes with You if You Leave Broadridge |
Yes |
No |