Compliance Q&A: Severance Pay and Health Insurance: What You Need to Know About Level Funded Plans and Family HSA Contributions at 65

10.24.24 | SEVERANCE PAY AND HEALTH INSURANCE

 

Q. Can an employer offer to keep an employee insured under the medical policy under a severance arrangement?

 

A. Terminated employees are likely not eligible for continued coverage under the medical policy so this is not an option. However, if the employer is subject to COBRA, the employer can offer to pay COBRA premiums (or a portion) for the terminated employee under a severance arrangement. If the COBRA premiums are paid directly to the carrier, this part of the severance benefit should be tax-free.

 

9.26.24 | LEVEL FUNDED PLANS AND PCORI FEE


Q. Are level funded health plans considered to be self-funded? World they be subject to pay the PCORI fee if they had an integrated HRA?


A. Yes, level funded plans are considered to be self-funded for ERISA and insurance purposes. Sponsors of level funded plans are responsible for the PCORI fees. Level funded plans and HRAs can be combined for PCORI fee purposes so that only one fee is paid if the HRA and level funded plan share the same plan year and plan sponsor.

 

10.10.24 | FAMILY HSA CONTRIBUTION WHEN ONE MEMBER TURNS 65

 

Q. An employee in a group plan with fewer than 20 employees has employee plus spouse coverage and contributes the family maximum to an HSA. The spouse just turned 65 and has enrolled in Medicare but will remain on the group plan. Can the employee still contribute the family maximum to the HSA?

 

A. As long as the employee has family HDHP coverage, the employee will be able to contribute the family max to an HSA even though the spouse enrolls in Medicare. Eligibility to contribute is based on the employee (HSA account holder).

Answers to the Question of the Week are provided by Kutak Rock LLP. Kutak Rock provides general compliance guidance through the UBA Compliance Help Desk, which does not constitute legal advice or create an attorney-client relationship. Please consult your legal advisor for specific legal advice.
 

 



Author: Gus Altuzarra
Gus is the CEO of Aston Sharp Insurance Services. In 2012, Gus founded Aston Sharp to start offering a larger scope of insurance products to his clients. With extensive history in life, disability, and long-term care planning, Gus acts as a full service insurance advisor. Gus initially started working with group employers offering assistance with the new changes mandated by the ACA (Affordable Care Act). The in-flow of new technology in recent years has created an opportunity to revolutionize an outdated industry. Gus now works to consolidate Employee Benefits, HR, Payroll, Work Comp, and ACA compliance all under one roof – delivering an easy-to-use technology driven solution to his clients.

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