HSA Management Software for TPAs, Easy HSA Administration!

HSA management (including investments) is made easy with Summit HSA


When you’re ready to compete in the lucrative HSA market, Summit HSA is ready. Summit is a cloud-based, all-in-one HSA management solution that offers TPAs the ability to increase revenue without taking on a lot of work. In addition, with Summit’s seamless functionality, you can administer FSAs, HRAs, COBRA and other employer-sponsored benefits within a single solution. These features can help you boost your bottom line and deliver greater client satisfaction. Blaze a path to better HSA administration, more revenue, and stronger client relationships with Summit HSA!


Why Choose Summit HSA?

Summit enables you to offer clients and account holders a convenient and robust ‘one-stop shop’ for every HSA-related need with centralized HSA management, banking and investments in a secure, web-based environment.

  • Custodial Platform – With Summit HSA there is no need for separate partnerships with banks or other entities. DataPath offers centralized custodial banking services in addition to a robust HSA administration platform.
  • Expense Self-certification – Summit’s settings enable your participants to self-certify their HSA expenses, decreasing the amount of time you spend managing accounts.
  • Patented ClaimsVault® – Account holders can easily store and access their receipts and other documentation in our patented ‘electronic shoebox.’
  • Convenient HSA debit card– With the Summit HSA debit card, participants can receive quick, secure access to their tax exempt funds. MCC or IIAS restrictions can also be enabled.
  • Industry-Leading Customer Support – DataPath’s commitment to customer support is unparalleled in the industry. Our professional, courteous support team is knowledgeable and responsive to your needs and concerns.
  • Easy Participant Portal and Mobile App – With an internet connection, participants can enroll online, view account activity, pay providers, manage investments, access tax information and submit and store receipts. Many features are also available to participants through the mobile app.
  • Low Investment Threshold – Account holders can start investing their funds when their balance reaches $1,000. This allows them to grow their accounts quickly and easily without gimmicks.

All these features and more make Summit HSA the most convenient, easy to use HSA management system on the market. Unlike banks and other HSA platform providers, DataPath services the accounts by reconciling payments, contributions, distributions and interest payments. Plus, TPAs don’t have to worry about reviewing expenses, leaving administrators with more time to build stronger client relationships. HSA administration has never been easier!



McGregor & Associates, Inc.

We have shopped around, and we cannot find another HSA platform that offers what DataPath offers. The reporting, customer service, ease of ability to use the system – you won’t find that anywhere else.

Raquita Rowland HSA Division Manager

HSA Management Challenges Solved by Summit HSA

Summit allows administrators to cash in on the booming HSA market by giving them the ability to charge for the service. Summit adds value to both the employer and account holder experience with services and resources not usually offered by bank-hosted health savings accounts. Referring clients to a bank results in missed revenue for you and opens the door to frustration for your clients from the inconvenience of having multiple administrative providers.

Summit’s minimum for investing is $1,000, which means that account holders can start investing earlier and their dollars can grow quicker. Plus, employees can choose from a wide range of investment options tailored to their savings strategy. Investments are also customizable based on the account holder’s risk tolerance.

Summit provides a secure online portal that allows account holders and employers to manage their accounts. Employers may also use the portal to add company dollars to employees’ accounts.

Read our White Papers on HSA Management and HSA Management Services

White Paper: Positioning for Growth – Why TPAs Should Embrace a Thriving HSA Market - Health Savings Accounts (HSAs) have been growing in popularity over the past decade. Due to healthcare reform in Washington, D.C., and market demands, TPAs can benefit from a thriving HSA market. With multiple entities placing an increased focus on HSAs, TPAs need to know how to position ... Read more

White Paper: Evaluating Solutions to Leverage a Booming HSA Market - As the Health Savings Account (HSA) market continues to surge, the time is right for TPAs and other companies to jump in and build additional revenue.  However, one significant area of concern for TPAs is competing with banks. In order to become a formidable alternative to traditional ... Read more

White Paper: Assessing the Benefits of an End-to-End Card Processor in the Consumer Directed Healthcare Market - When considering an account-linked payment card for employer benefits, TPAs must find a solution that provides improved security, accountability, and flexibility for all parties involved in the transaction. Introduction The rise of consumer directed healthcare (CDH) during the past decade has led many employers to seek new methods to incent ... Read more

More Information about HSA Management and HSA Management Services

Does Medicare Enrollment Impact My HSA Eligibility? and Other HSA Questions - For people enrolled in an HDHP and have (or are considering) an HSA, some commonly asked questions include “Does Medicare Enrollment Impact My HSA Eligibility?” For answers to this question and others, see below. Health Savings ... Read more

IRS Announces 2019 HSA Contribution Limits, HDHP Deductibles, and More - The IRS has announced the 2019 HSA contribution limits, out-of-pocket expense limits, and HDHP minimum deductibles in Revenue Procedure 2018-30. Health Savings Account owners will see an increase in contribution limits and out-of-pocket expense limits. ... Read more

HSAs and Workplace Wellness - For companies that are looking to reduce their healthcare costs and help deliver a better quality of life to their employees, a workplace wellness program coupled with an HSA-eligible HDHP could be the solution. Employers offer ... Read more

Press Release: DataPath white paper analyzes HSA profitability and potential administration solutions for TPAs - Little Rock, Arkansas (May 2, 2018) – As the HSA market steadily continues to grow, more third-party administrators (TPAs) are looking to add HSA management services to their portfolio. A new white paper published by ... Read more

Ideas for Funding Your HSA – Transfers, Rollovers, and More! - In addition to making tax-free payday contributions, your HSA comes with other funding options. Learn more about ways to build up your tax-advantaged account, including funding your HSA from other accounts. Owning a Health Savings Account ... Read more

Press Release – DataPath Launches Summit HSA - DataPath Announces Addition of HSA Administration and Investments in Cloud-Based Summit Platform DataPath’s fully-unified Summit platform becomes the industry’s only cloud-based ... Read more

Medicare and HSAs – A Few Important Things to Know - President Trump’s 2019 budget proposal is creating some buzz around Medicare and HSAs. If you’re eligible for Medicare and have ... Read more

Top 3 Healthcare Trends for 2018 - If you thought 2017 was an interesting year in the healthcare arena, 2018 promises even more change! The biggest healthcare ... Read more

HSA and COBRA – Portability, Premiums, and Contributions - If you own a Health Savings Account, you may have questions about your HSA and COBRA. This article answers questions ... Read more

High Deductible Health Plans Increase Wellness Program Participation - For TPAs who offer HSA administration services, understanding HDHP enrollment and wellness program participation can be key when talking to ... Read more

Enrollment Season Tips for Benefits Administrators - Here are some enrollment season tips for TPAs during the hectic open enrollment season.  It’s open enrollment time. That means third ... Read more

What is Healthcare Consumerism and How Does it Affect Healthcare? - Imagine a healthcare system where everyone in the U.S. is a knowledgeable, savvy consumer of medical services and plays an ... Read more

Guide to Investing Your HSA Account for Growth - The following infographic, “A Guide to Investing Your HSA Account for Growth”, provides an overview on Health Savings Account (HSA) ... Read more

Can You Have an HRA and HSA at the Same Time? - Healthcare spending accounts, such as Health Reimbursement Arrangements (HRAs) and Health Savings Accounts (HSAs), help individuals and families pay for ... Read more

Why Health Savings Accounts are Booming in 2017 - Data from recent years shows that Health Savings Accounts are booming and factors indicate continued growth in years to come. Since ... Read more

Kickstart the 2017 School Year with Your Employer-Sponsored Benefits - The 2017 school year is almost upon us! That means parents (and children) are starting their preparation rituals by shopping ... Read more

How a Mid-Year Change of Status Affects HSA Contributions - When a person has a change of status during the plan year, it affects his or her annual Health Savings ... Read more

FSAs, HSAs and BCRA – The New Senate Healthcare Bill - On Thursday, June 22, 2017, Senate Republicans released the draft of their new healthcare proposal, known as the Better Care ... Read more

The Value of a Consumer Directed Healthcare Account - View the infographic below to discover the value of consumer directed healthcare accounts. The graphic features an overview of HSAs, HRAs, ... Read more

Millennials and HDHPs: A Perfect Fit for Employers and TPAs? - Millennials are younger and healthier in comparison to their Gen X and Baby Boomer peers. Are Millennials and HDHPs with ... Read more

IRS Announces 2018 HSA Contribution Limits - The IRS has released updated figures for Health Savings Accounts, raising 2018 HSA contribution limits, minimum deductibles, and maximum out-of-pocket ... Read more

House of Representatives Passes American Health Care Act - Yesterday, the House of Representatives passed the American Health Care Act (AHCA) with a vote of 217-213. The bill now ... Read more

Did You Know about these HSA Benefits? Six Things to Keep in Mind - If you have a Health Savings Account (HSA), there may be some benefits to this consumer directed healthcare account that ... Read more

HSA and Retirement – How Your HSA Can Boost Your Retirement Fund - HSAs were designed to help make healthcare more affordable and give people more freedom in their personal healthcare decisions. However, ... Read more

Are You a Health Benefits Pro? Take This Quiz to Find Out! - Do you think you are a health benefits pro? Put your knowledge to the test with this quiz! (function(d, s, id) ... Read more

AHCA: HSAs, FSAs, Cadillac Tax and More - On Monday, March 6, House Republicans published the American Health Care Act (AHCA), a proposal to repeal and replace multiple ... Read more

Health Savings Accounts and Filing Your Taxes - The tax filing deadline is two weeks away (April 17). Here’s the information you need for Health Savings Accounts ... Read more

Investing HSA Funds – The Key to Substantial Growth - HSA owners benefit from tax-free growth on their account through interest earned and investment income. However, with interest rates at ... Read more

ACA and Health Savings Accounts – What Could Be the Future of HSAs - In 2017, with the inauguration of a new president and with Congress openly discussing healthcare reform, Health Savings Accounts (HSAs) ... Read more

Eye Care and Your Employer-Sponsored Benefit Account - Eye care is an important part of your overall wellness. Comprehensive eye care includes exams, vision correction procedures, corrective eye wear ... Read more

FSA vs HRA vs HSA – What are the Differences? - ‘What are the differences between an FSA vs HRA vs HSA?’ is a common question for many people. Here’s a ... Read more

Portability and 9 Other Important Things to Know About an HSA - For many people, it is open enrollment time for Health Savings Accounts (HSAs). Here are ten important things to know ... Read more

HSA Enrollment May Surge During Trump Administration - Already a popular consumer driven health account, HSA enrollment could see a significant boost during the Trump Administration. Now that the ... Read more

CDH Accounts Can Help Take the Scare Out of Halloween Injuries - If you get injured this Halloween, look to your consumer directed healthcare (CDH) account to take the scare out of ... Read more

Save Money on the Flu Shot with Your FSA or HSA - Flu season is upon us. The good news for people with a Flexible Savings Account (FSA) or Health Savings Account ... Read more

For More Money in Retirement, Look to Your HSA - IRA, 401(k), HSA? You may be thinking that one of these is not like the others. But, Health Savings Accounts ... Read more

Department of Labor Rule Change Could Impact HSA Account Holders - The United States Department of Labor (DOL) finalized a conflict of interest rule designed to ensure that investment advisors deliver ... Read more

HSA Eligible Expenses - Since they were enacted in 2003, Health Savings Accounts (HSAs) have become an integral part of the consumer directed healthcare ... Read more

HSA vs FSA – Breaking Down the Differences - The alphabet soup of consumer directed healthcare (CDH) – FSAs, HRAs, HSAs, MERPs, MSAs – can make it a challenge ... Read more

Benefits Debit Cards Offer Convenience and Practicality - Today’s reality highlights the need for benefits debit cards: in a 21st century, first-world society, card payments are the norm ... Read more

The Future of HSAs is Today - Having recently celebrated its 12th birthday, the Health Savings Account (HSA) is more popular than ever.  During the first half ... Read more

DataPath Summit: The Nation’s Best Benefits Administration Platform - According to a recent study conducted by SHRM, employer-sponsored benefits increased by 35 percent in 2015, which is a seven ... Read more

Health Savings Account Advantages - Do you know the advantages of having a Health Savings Account (HSA)? Do you know the potential tax savings you ... Read more

Taxes and HSAs – What You Need To Know - It’s officially tax season! We have the information you need about taxes and HSAs, and what you need to do ... Read more

HRA vs HSA – What’s the Difference? - Do you know the difference between a Health Reimbursement Arrangement (HRA) and a Health Savings Account (HSA)? Each account has its ... Read more

HSA Investing – Many Account Holders are Missing Out - Health Savings Accounts (HSA), a popular component of employee benefit packages with high deductible health plans, offer an abundance of ... Read more

Cadillac Tax: What the Impending Tax Means for Businesses and Employees - In recent weeks, financial experts have been discussing the Cadillac Tax that applies to health care programs, including pre-tax contributions ... Read more

IRS Announces 2016 HSA Contribution Limits - The Internal Revenue Service (IRS) recently announced new 2016 HSA contribution limits. HSA plans are popular among workers who are enrolled ... Read more

hsa management

Confident Investing

Help account holders invest their HSA dollars with confidence so they can grow their account balances quickly. Multiple bins are available, and users may access educational tools such as investment prospectus, RIA-developed lifestyle models, and detailed investor statements. DataPath has a licensed, in-house advisor who provides thoughtful, experienced guidance on investments.

hsa management

Convenient HSA Debit Card

HSA owners need an account-linked debit card so they can use their money easily and avoid the hassle of claims submission. Provide account owners quick, single-source access to their pre-tax dollars with the Summit debit card. Plus, claims paid using the Summit debit card are auto-substantiated at the point of purchase, greatly reducing your claim processing workload and the incidence of “pay and chase.”

hsa management

Accessible Claims and Receipts

Provide convenient, any-time access to claims and receipts for account holders. DataPath’s patented electronic ClaimsVault® allows access to stored documents as long as the account holder maintains an active Summit HSA account.

hsa management

State-of-Art Mobile App

Mobile apps are essential in today’s high tech world. Enable account holders to view their accounts, monitor card activity, and manage personal information using DataPath’s handy Summit mobile app, available for both Android and iPhone.

hsa management

Industry-Leading Customer Support

Give your clients the best in customer support. DataPath’s commitment to customer support is unparalleled, and we work directly with clients to address their concerns and exceed their expectations.

Other Benefits Include:

  • Available account information and support, 24/7, for administrators, employers, and account holders
  • Simplified HSA administration processes for account setup, contribution processing, expense certification, tax document preparation and notifications to account holders
  • MCC-restricted and IIAS-integrated debit card prevents tax penalties resulting from ineligible use
  • Accessible tax forms that may be viewed, printed, and filled out online. Receive assistance with forms 1099, 8889, and 5438
  • Secure Office of Foreign Assets Control identity verification with results management


CDH White Papers

How TPAs Can Overcome Potential Pitfalls to Deliver a Unified HSA Experience and Maximize Earnings [web]
How to Revolutionize CDH Account and COBRA Administration with New, Seamless Technology for TPAs [web]
Positioning for Growth: Why TPAs Should Embrace a Thriving HSA Market [web|pdf]
Evaluating Solutions to Leverage a Booming HSA Market [web|pdf]
CDH White Papers Assessing the Benefits of an End-to-End Card Processor in the Consumer Directed Healthcare Market [web|pdf]

Summit Videos




Easily administer FSAs, HRAs, HSAs, COBRA and more!