It doesn’t matter what you call it, CoreData does it all regarding administering Medical and Dependent Care FSA Plans and HRA Plans. CoreData Flex Administration software is no standard Excel™ Spreadsheet Template. You get a robust 12 megabytes of flex plan administrative capabilities designed by one of the foremost experts in Excel™ spreadsheet design. “CoreData looks and operates more like a state-of-the-art software program than an Excel™ Spreadsheet”.

CoreData does not generate Plan Documents and does not include FSA or HRA administrative procedures. Administrative procedures for your Plan should be in your Plan Document and Summary Plan Description custom designed for your specific benefit plan.

CoreData was designed to simply track claims, benefit expenditures and account balances for each employee participating in either a Cafeteria Plan, stand-alone Medical FSA, stand-alone Dependent Care FSA, HRA Plan or Section 132 Commuter Plan.

For years Core Documents has been telling our clients they could administer their own Cafeteria Plans with a simple Excel™ Spreadsheet. One day a client asked us the obvious question: “Do you have a spreadsheet template we can use?” I had to say; “No, we don’t.” After I hung up, I spent almost two weeks looking for one, I learned that a simple flex administration Excel™ template didn’t exist. So I immediately went to work to commission a project with one of the foremost experts in Excel™ Spreadsheet template design to build the best program for administering flex plan accounts. We spent more on the Excel™ Template design than most top of the line TPA flex software programs cost. Ease of use was my main criteria. Anyone can easily learn how to use this program in just a few minutes, experience with Microsoft Excel™ is not necessary.

Section 125 Cafeteria Plan, FSA, HSA, HRA or Transit plan benefit administration software doesn’t get any easier than this, and the best part is: it’s affordable! For years flex plan administration software vendors have priced their product based on how many employees you have, however what they really want to know is how much you’ll save in taxes. The price of the software was tied directly to how much you would save in taxes. Doing-it-yourself meant giving most of the tax savings to the software vendor. Not anymore!

CoreData has the best price in the country for administration software to administer Cafeteria Plan, Flex Plans, FSAs, HRA, HSA or Transit and Parking benefit plans.

Here’s what you get with CoreData:
• A robust 12 megabyte Excel™ template complete with three databases
• An easy to use 3 step process: Enter Employees, Enter Elections, Enter Claims
• Numerous standard reports built-in and capable of displaying all the data in the system
• Numerous automated functions to save keystrokes
• Employee, plan type, plan year, and claim drop-down menus throughout the program
• Plan year drop down menus allows you to operate in multiple years
• 25 year database takes you through 2030, simple to reprogram for the next 25 years
• The capacity to handle up to 200 employees
• Employees can participate in Med FSA, Dependent FSA, HSA, HRA Parking and Transit plans simultaneously
• No other program offers so much versatility for so little!

Email version is only $49. (Email version will be manually sent to you via email from 9 AM to 5 PM - M-F to the email address you provide on the charge card order form). If you prefer a CD by mail the price is $69. Requires Microsoft Excel Spreadsheet software to operate the template. CoreData does not work on MAC computers.

CoreData Section 125 Flex Administration Software:

Plan 1-CDA - CoreData Email Version $49

Plan 2-CDA-D - CoreData Program CD By Mail $69