ABOUT Section 125 Premium Only Plan & HSA Module
Save an Extra 8% with Tax-Free Insurance Premium & HSA Savings at Work
$129 one-time fee in PDF via email*
$179 one-time fee in PDF email* + Deluxe Binder via USPS
The additional savings comes from eliminating the 7.65% FICA tax on pre-tax salary deductions to fund the HSA; employers may save even more in FUTA and state unemployment taxes.
This extra savings is lost when an HSA is funded directly by the employee (with a deduction taken when taxes are filed) instead of by payroll deduction.
Core Documents provides employers with everything they need to establish an IRS- and DOL-compliant Section 125 plan with the HSA Savings module plan (in PDF format) for just $129. This cost reflects a one-time setup fee, not an annual charge.
No annual fee — Core Documents does not require an annual renewal fee to maintain your plan document package. A plan document only needs to be updated when there are changes in the plan or in the law that make it necessary. We will notify you when there are sufficient changes in the Code to require amending and restating your Plan and ask that you keep us informed when there is a change to your plan. You can amend and update your plan document anytime, and only when necessary, which is the most cost-effective way to maintain it.
Fast Service — Most orders placed by 3 PM are returned via email the same day, Monday through Friday. Weekend orders are sent out Monday morning. Plan document packages are processed in the order received. During our busiest months (December, January, and February), the rush order fee (see order form) marks your document to be processed immediately.
Refund Policy: Goods and services provided by Core Documents, Inc. are non-refundable upon receipt. Orders cancelled prior to shipping are subject to a fee to cover the cost of goods and services provided during the review, draft, and preparation of your order.
The Trusted Source of Affordable Benefit Plan Documents for over 20 Years.
Core Documents is the country’s leading provider of cost-effective, tax-saving benefit plan documents for Section 125 Cafeteria plans and Health Reimbursement Arrangements. The Trusted Source since 1997, thousands of satisfied agents and employer groups nationwide rely upon Core Documents for free plan design consulting services, plan document updates, ERISA Wrap SPDs, and administration services.