Summit – Cloud-Based Benefits Administration Software

Seamless employee benefits administration for FSA, HRA, HSA, Dependent Care, Transit, COBRA and more

 

Summit is the only true all-in-one cloud-based solution, featuring seamless benefits administration for CDH accounts, HSAs, and COBRA billing. Created with the needs of TPAs in mind, Summit simplifies and streamlines employee benefits administration across all lines of service such as FSA, Dependent Care, HRA, QSEHRA, HSA, Transit/Commuter accounts, and COBRA. Summit’s unified design is unrivaled – it’s the only benefits administration software solution that centralizes CDH account, HSA, and COBRA functionality in a single platform.

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How Summit Will Save You Time and Money

  • Quick and easy account setup – Our default settings and wizards allow plan setup with just a few clicks. You can customize contribution schedules, reimbursement and card settings, or whatever your clients need. You can also simplify new employer groups or plan years.
  • Global record keeping – Summit enables you to keep single employer and participant records for both CDH and COBRA administration. In addition, single benefit plans can possess different CDH and COBRA attributes.
  • Automated reimbursements – Speed up and simplify payment administration by automatically generating payments and stop manual payment creation.
  • Flexible data exchange – Tell Summit the type of data you expect, and it automatically reads and inputs the data you need. Our exchange also has automated data retrieval and delivery.
  • Non-discrimination testing – Non-discrimination testing in Summit is simple, whether the data being tested is already in the system or imported specifically for this purpose. In addition, Summit allows you to adjust participants’ compensation limits, and to print and share test results including recommended plan changes.
  • Additional Tools to Help You Grow – Unique broker portal, a la carte plan design capability, and full white label branding can elevate your business to the next level.

CDH Account Administration

Summit allows practically unlimited plan design, from the simplest to the most complex. Customize your clients’ account-based plans with:

  • Multiple benefit designs and options (medical, dental, vision, wellness, etc.)
  • Account-linked debit card that offers a stacked benefit environment that allows portability between benefits
  • Differentiated deductibles
  • Co-insurance rates and co-pays for each benefit option
  • Variable employee/employer responsibility
  • Roll-over


HSA Administration and Investments

 

Summit HSA helps TPAs increase revenue without taking on a lot of additional work. Summit features simplified HSA administration, a low investment threshold, and industry-leading customer support. Boost your bottom line with:

  • A participant portal for account holders to enroll online, pay providers, manage investments, access tax information and submit and store receipts
  • Account-linked debit card for participants to receive quick, secure access to their HSA funds; MCC or IIAS restrictions can also be enabled
  • Custodial banking services that eliminate the need for separate partnerships with banks or other entities

COBRA Administration


Since 2002, DataPath has been a recognized leader in COBRA billing solutions. Now with Summit COBRA, we’re elevating the way you handle benefits administration. Scale the mountain to greater success for you and your clients with Summit’s seamless COBRA functionality, including:

  • Single employer and participant records for both CDH and COBRA administration
  • Single benefit plans that can possess different CDH and COBRA attributes
  • Event-based notice generation
  • Automatically monitored COBRA-related events
  • Time-frame tracking
  • Flexible loss-of-coverage options

 

Additional Features and Benefits

Reaching the pinnacle of employee benefits administration has never been easier. Benefits administration software should make it easy for TPAs to do their jobs and grow their business, and that’s exactly what DataPath had in mind when we created Summit. Features include:

  • A la carte plan design
  • Simple business consolidation
  • Secure broker access
  • Full white label branding
  • Faster, more secure payments

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O.C.A. Benefit Services, LLC

We've been using DataPath since 1987. We've stayed with DataPath since 1987 because, while they've had great products and great services, we've stayed with them most importantly because when things haven't worked, they get them fixed.

Stephen Honig President

Read our White Papers on Employee Benefits Administration Software

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 Employee Benefits Administration Software

Press Release – DataPath Launches Summit HSA – DataPath, Inc., a leading innovator of employer-sponsored benefits administration solutions, announced today its new Health Savings Account (HSA) administration and investment functionality in Summit, the company’s cloud-based platform. The HSA expansion will make DataPath Summit the industry’s only SaaS solution with fully-unified CDH, investment and COBRA billing capabilities. Learn more about this new functionality for its healthcare benefits administration software.

DataPath Announces the Release of COBRA in Cloud-Based Summit Platform – DataPath, Inc., a leading innovator in the consumer-directed healthcare industry, announced today new COBRA billing functionality in Summit, the company’s cloud-based benefits administration software platform. With Summit COBRA, benefits administrators will be able to perform both CDH and COBRA account administration within the industry’s only fully-unified cloud system. Find out how this technology is revolutionizing employee benefits administration.

Press Release: DataPath White Paper Examines Benefits Administration Platform Solutions for TPAs – DataPath keeps the needs of third party administrators (TPAs) top of mind when developing and updating their employee benefits platforms like Summit. In this whitepaper, DataPath evaluates the evolution of computer technology and examines how current employee benefits platform solutions impacts the work of TPAs. For TPAs who work on the administration of several different healthcare benefits accounts, they must either use multiple vendors, or work on an integrated system that often has many potential problems with data integrity, records keeping, cost control and other important processes. Read to learn how DataPath addresses these issues and solves them with Summit.

DataPath Summit: The Nation’s Best Benefits Administration Platform – DataPath has listened to the needs of TPAs everywhere to design an employee benefits platform that is everything they could ever need. From one simple, cloud-based platform, TPAs can now manage FSAs, HRAs, HSAs, Transit Accounts and Benefits Debit Cards from one simple centralized location. Learn how Summit makes employee benefits administration easy here.

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 ... 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. ... 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 ... 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 ... 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 ... 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

FSA Shopping Online Offers Savings and Convenience - For the most part, the internet has been a blessing for online shoppers due to convenience and lower costs on ... 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

Commuter Benefits (and More) Affected by New Tax Reform Bill - On December 22, 2017, President Donald Trump signed H.R. 1 (formerly known as the 2017 Tax Cuts and Jobs Act) ... Read more

How to Maximize Your Healthcare FSA Spending and Benefits - If you already have a healthcare flexible spending account, or FSA, you know that it’s a powerful financial tool for ... 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

Press Release: DataPath White Paper Examines Benefits Administration Solutions for TPAs - New white paper analyzes the current state of software technologies and the impact on CDH account and COBRA administration LITTLE ROCK, ... 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

DataPath Announces the Release of COBRA in Cloud-Based Summit Platform - DataPath Summit Marks Industry First with New Billing Functionality DataPath’s expanded Summit platform becomes the industry’s only cloud-based solution for seamless ... Read more

IRS Releases Qualified Small Employer HRA (QSEHRA) Guidance - On Tuesday, October 31, 2017, the Internal Revenue Service (IRS) released official guidance on the usage of Qualified Small Employer ... Read more

IRS Publishes 2018 FSA Contribution Limits and Other Benefit Increases - On Friday, October 20, the Internal Revenue Service (IRS) released updated rules for 2018 contribution limits for health Flexible Spending ... 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

Executive Order May Lead to HRA Regulatory Expansion - Through an executive order signed Thursday, October 12, President Donald Trump lifted some insurance rules that were put in place ... Read more

6 Ideas for End-of-Year FSA Spending - The clock is ticking on 2017! Have you spent all of your pre-tax FSA dollars? If you still have a ... 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

Health Reimbursement Arrangement (HRA) FAQs - This guide provides answers to frequently asked questions about Health Reimbursement Arrangements (HRA FAQs). For questions and answers regarding Qualified ... 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


The ‘Everything You Could Need’ Benefits Administration Software Solution

Summit supports a virtually unlimited array of benefit account types, including FSAs, Dependent Care, HSAsHRAs, QSEHRAs, Transit/Commuter, COBRA and more.

Summit is your full-service solution for account-based financial management. A powerful, cutting-edge platform, Summit allows practically unlimited plan design, from the simplest to the most complex. Administrators can design a customizable account-based plan with the following:

  • Multiple benefit designs and options (medical, dental, vision, wellness, etc.)
  • Debit card that links to any account-based employer benefit package and offers a stacked benefit environment that allows portability between benefits
  • Differentiated deductibles
  • Co-insurance rates and co-pays for each benefit option
  • Variable employee/employer responsibility
  • Roll-over

Quick and Easy Account Setup

Summit’s default settings and wizards streamline benefits administration, data entry, and record keeping processes. Setup a new plan with just a few clicks or customize to meet employer needs.

Save time by customizing default settings for the data entry processes you use most:

  • Default plan parameters — e.g., FSA, HRA, HSA, etc. — that can be further customized as needed from setup to setup
  • Contribution schedules
  • Reimbursement schedules
  • Debit card functionality

Summit’s wizards walk you through each step and ensure that the necessary information has been entered. In addition, an easy-to-follow progress bar helps keep you on track.


Complete HSA Management Capabilities

Summit offers you and your clients full HSA administration functionality. As a custodial platform, Summit is your one-stop shop for HSA management, banking and investments, allowing you to compete in the booming HSA market without having to take on a lot of work.

Summit HSA includes:

  • Custodial platform, so there’s no need to partner with a bank
  • Expense self-certification for participants
  • Patented ClaimsVault® for electronic receipt and document storage
  • Integrated investments

Seamless COBRA Administration

Since 2002, DataPath has been a recognized leader in COBRA billing solutions. Now with Summit COBRA, we’re elevating the way you handle benefits administration.

Scale the mountain to greater success for you and your clients with Summit’s seamless COBRA functionality, including:

  • Single employer and participant records for both CDH and COBRA administration
  • Single benefit plans that can possess different CDH and COBRA attributes
  • Event-based notice generation
  • Automatically monitored COBRA-related events
  • Time-frame tracking
  • Flexible loss-of-coverage options

Simple Business Consolidation

Summit was built to meet the current market reality that firms are consolidating and outsourcing more than ever. Summit includes a Master-Sub relationship that is unparalleled in the industry.

Roll new books of business as a Subordinate under your Master portfolio, and gain comprehensive search and reporting functionality across all books of business while maintaining data separation.

Summit was also designed to simplify data integration. You already have data transfer systems in place with distinct file structures. Summit’s integration tool lets you continue to send and receive files in the same format you use now. You tell Summit the format in which you will provide the data and how to expect it.

Summit takes it from there.


Secure Broker Access

Summit is the only platform that empowers you to give brokers secure, online access to specified data on shared clients. With Summit, you designate what data can be shared with which people. Maintain full control while forming closer relationships with referring brokers to grow your business.

You control:

  • Access rights
  • Read/Write permissions
  • Data segregation
  • Report creation and customization
  • Quality and Audit controls

Summit’s unique broker access allows brokers to get the information they need, without risking clients’ privacy.


Non-Discrimination Testing

Non-discrimination testing in Summit is simple, whether the data being tested is already in the system or imported specifically for this purpose.

In addition, Summit allows you to adjust participants’ compensation limits, and to print and share test results including recommended plan changes.


White Label Branding

Customize the administration and participant portals with your brand, reflecting your logo, colors, themes, message, and web address. DataPath branding need not appear on any public-facing pages or features.

Summit is your private platform, branded to fit your business needs. You have complete freedom to customize your site without DataPath’s ‘fingerprint’ appearing on any public-facing page.

That’s reserved for you.


And even more reasons to reach for Summit:

Global Navigation and Search – Summit learns your most frequent daily functions and automatically pushes them to you as you navigate, eliminating endless clicking to find the information you use most. No other web-based solution is designed specifically to allow multiple windows to be open simultaneously.

Top-Notch Reporting Capabilities – Summit’s unique drag-and-drop report writer lets you create custom reports within minutes. Management-level dashboards, statistical analysis, and data modeling tools provide ‘big data’ when you need it.

Data Migration Beyond the Boundaries – Summit makes normal import/export restrictions a relic of the past. Rather than limiting you to a few pre-defined file formats, Summit enables you to specify the format in which you will be providing the data and how Summit can expect it to arrive. From payroll imports to carrier feeds and beyond, importing and exporting doesn’t get any easier.

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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!

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