Summit - Cloud Based Benefits Administration Software

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

Summit is the only true all-in-one cloud based solution, with seamless benefits administration for CDH accounts, HSAs, COBRA, and billing. 

Designed and built with the needs of TPAs in mind, Summit simplifies and streamlines employee benefits administration across all lines of service including health and Dependent Care FSAs, HRAs, HSAs, Transit/Commuter accounts, COBRA, and direct and retiree billing. 

Take your benefits administration to the next level with DataPath Summit!

Learn How Our Benefits Administration Software Works


Assets and Investments

  • Participant portal for account holders to enroll online, pay providers, manage investments, access tax information and submit and store receipts
  • Benefits debit cards 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, Retiree, and Direct Billing

  • 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
  • Retiree and Direct Billing
Benefits Administration Software - FSAs
  • Includes Dependent Care and LPFSAs
  • Quick and easy account setup with default settings and wizards
  • Nearly unlimited plan designs, contributions schedules, reimbursement settings
  • FSA card with stacked benefits environment
Benefits Administration Software - HRAs
  • Set up and administer nearly unlimited HRA plan types, including ICHRA, EBHRA, and QSEHRA
  • Customize plans at the tier level, including deductibles and reimbursements
  • Easy-to-use plan templates
Benefits Administration Software - HSAs
  • Perform HSA management, banking, and investments in a single solution
  • Self-certification capabilities for participants
  • Flexible custodial banking options
  • Investing options and accessible educational materials
Benefits Administration Software - COBRA
  • Event-based notice generation
  • Automatically monitored COBRA-related events
  • Time-frame tracking
  • Flexible loss-of-coverage options

Transit/Commuter Account Administration
  • Offer section 132 benefits for transit fare, commuter vehicle, and parking accounts
  • Convenient debit card with terminal restrictions available in many major metros, including NYC, New Jersey, Northern Virginia, Philadelphia and San Francisco
Retiree and Direct Billing Administration
  • Unlimited payment and billing structures
  • Collect premiums for health benefits, leave of absence, parking fees, union dues, and more
  • Retiree billing with auto enrollment

The Compliance Office

We were very impressed with DataPath. We were able to save a lot of money. Your training is spectacular!

Bill Mann President

Whitepapers and Infographics about Benefits Administration Software

Whitepaper: How TPAs Can Capitalize on the HRA Market with a Flexible Solution

HRAs are a flexible tax-advantaged vehicle to help employers save money while delivering a strong benefits package for their workforce. The challenge for third party administrators is finding a benefits administration solution that enables them to attract and retain clients, deliver superior service, and create flexible and complex HRA plans without overbearing constraints from their solutions provider.

Infographic: Negative Impacts of a Multi-Platform Approach to CDH and COBRA Benefits

Using a multi-platform approach to CDH and COBRA benefits administration can create a host of problems for third party benefits administrators. The following infographic highlights the negative impacts of a multi-platform approach and examines the benefits of a single solution.

Infographic: Top Features of Benefits Administration Software

The following infographic outlines the must-have features of benefits administration software for third party benefits administrators. If your solution doesn’t have all of these, it may be time to upgrade. To streamline your workflow and increase the bottom line, look for these features and capabilities.

Whitepaper: How TPAs Can Boost Profits and Balance Their Workload Through Platform Efficiency

As new technologies emerge, TPAs who offer benefits administration such as CDH account and COBRA administration should continually evaluate their day-to-day business operations to reduce costs through greater efficiency.

Whitepaper: How TPAs Can Deliver a Unified HSA Experience and Maximize Earnings

Since 2005, the market for Health Savings Accounts (HSAs) and qualified high deductible health plans has been continuously growing, and so has the market for HSA management services. TPAs need a solution that can help them streamline benefits administration, including HSAs, to deliver an industry-leading customer experience.

Whitepaper: How To Revolutionize CDH Account and COBRA Administration with New, Seamless Technology for TPAs

Computer technology is continually evolving. The benefits administration platforms of years past are ill-equipped to meet the demands of 21st century users, and benefits administrators are looking for increased efficiency, better data integrity, and greater value from COBRA software vendors.

More Information about Benefits Administration Software

Press Release: DataPath and TPA Stream Announce Partnership

DataPath announces new partnership with TPA Stream to help Summit clients increase efficiency and process claims more effectively.

DataPath Whitepaper Analyzes Technology Solutions and the Impact on TPAs

DataPath keeps the needs of third party administrators (TPAs) top of mind when developing and updating employee benefits administration platforms like Summit. In this whitepaper, DataPath examines how communication breakdowns and unsynchronized data can degrade the TPA-client relationship; cost TPAs, employers, and employees time and money; and cause administrative headaches through redundant fees and duplicate workflows. The white paper also discusses technological solutions that allow TPAs greater flexibility, reduced costs, streamlined processes and confident compliance.

DataPath Whitepaper Examines Benefits Administration Solutions for TPAs

A new white paper released today by DataPath evaluates the evolution of computer technology and examines how current software solutions impact the work of third party administrators (TPAs). DataPath, a platform provider for consumer directed healthcare accounts, COBRA and billing administration, also highlights the importance of an all-inclusive approach to solutions development.