Summit – Cloud-Based Benefits Administration Software

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

 

Summit is the ‘everything you could need’ solution for CDH account and COBRA administration. Designed 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, Transit/Commuter accounts, and COBRA. Summit’s functionality is unrivaled – it’s the only CDH and COBRA solution built from the ground up as 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 help you 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


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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Benefit Solutions

We've been with DataPath since 1988 and have never looked back. They've always been with us when we needed them and always keep us up to date on the latest and greatest. They're a family-oriented company which is what we are. And now they're part of our family.

Linda Meyerhoffer President

Read our White Papers on Employee Benefits Administration Software

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

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 Health Reimbursement Arrangements (QSEHRAs) in Notice 2017-67, The guidance comes nearly a year after the ... 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 Accounts (FSAs), Transportation benefits, and Qualified Small Employer Health Reimbursement Arrangements (QSEHRAs). These amounts go ... 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 by the Affordable Care Act (ACA). The President’s executive order, “Promoting Healthcare Choice and Competition ... 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 balance, here are six suggestions for end-of-year FSA spending. If you participate in a Flexible Spending ... 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 Small Employer HRAs (QSEHRAs), go here. A Health Reimbursement Arrangement (HRA) is part of consumer ... Read more

Why Small Businesses Should Consider QSEHRAs - In today’s cost-conscious healthcare environment, small businesses have several tools they can use to manage the cost of providing employees ... Read more

HRA Plans: What You Need to Know About Qualified Expenses, Taxes, and More - Health Reimbursement Arrangements (HRAs) are employer-sponsored benefit plans that allow employees to withdraw tax-free money to pay for qualified medical ... Read more

What is a Limited Purpose FSA and How Account Holders Can Use It - By now, most people are familiar with Flexible Spending Accounts (FSAs), which allow you to set aside money from your ... Read more

FSA Reimbursement: 9 Qualified Expenses You May Not Know About - If you participate in a Flexible Spending Account (FSA), there may be some qualified FSA expenses you didn’t know about. Healthcare ... Read more

QSEHRA Frequently Asked Questions - In December 2016, President Obama signed the 21st Century Cures Act into law. The Cures Act allows small employers to ... Read more

The 21st Century Cures Act: An Infographic - The following infographic highlights the important points regarding the 21st Century Cures Act and standalone HRAs for insurance premium reimbursements. ... Read more

What’s the Right Amount for My Flexible Spending Account? - With FSA popularity on the rise, participants want to know ‘what’s the right amount for my flexible spending account?’ Flexible Spending ... Read more

HRAs – A Look at the Pros and Cons - Health Reimbursement Arrangements, better known as HRAs, are an important piece of the consumer driven healthcare market. The employer-funded account ... Read more

9 Ways to Spend Your FSA Funds Before Year End - Some plans require participants to spend FSA funds before the end of the plan year or risk losing the funds ... Read more

FSA Contribution Limit 2017, IRS Inflation Adjustments Affect FSAs - Newly released IRS inflation adjustments increase the FSA contribution limit in 2017. The Internal Revenue Service (IRS) released its inflation adjustments ... Read more

Make Tracks to Higher Revenue with Summit Transit - Transit (also known as Commuter) accounts are a popular employer-sponsored benefit, especially for companies and employees located in and around ... Read more

COBRA and State Continuation – Frequently Asked Questions - The thought of losing your health insurance coverage can be terrifying. Here are some frequently asked questions (FAQs) and their ... Read more

Retiree Billing – Finding the Right Solution - Retirement is a time for great celebration for most people. At the conclusion of a long and fruitful career, many ... Read more

FSA Funds Can Help Account Holders Get Ready for Back to School - Believe it or not, August is here! For many Flexible Spending Account (FSA) holders, there are only five months left ... Read more

Limited Purpose FSAs - As part of the employer benefits landscape, many people have heard of the big three in consumer directed healthcare: Flexible ... Read more

FSA Eligible Expenses - Flexible Spending Accounts, known as FSAs, are an important part of consumer directed healthcare. The tax-advantaged accounts allow participants to ... Read more

Commuter Benefits – What You Need to Know - Commuter benefits have become a staple in many employer benefits plans, especially in major metropolitan areas around the United States. ... Read more

High Commuter Costs are Siphoning Money from Workers’ Wallets - According to a recent article featured on CNN Money, commuters in the United States spend an average of $2,600 annually ... Read more

Utilizing Your FSA For Back-To-School Shopping - August is nearly upon us which means that back-to-school shopping is right around the corner. You may realize that you ... Read more

IRS Guidance Provides Limited Transition Relief - As part of Notice 2015-7, the IRS issued guidance on Feb. 18 providing limited transition relief for certain premium reimbursement plans, ... Read more


Employee Benefits AdministrationThe ‘Everything You Could Need’ Solution

Summit supports a virtually unlimited array of benefit account types, including FSAs, Dependent Care, HRAs, 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


Employee Benefits Administration

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, 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.


FSA, HRA, HSA, COBRA, Insurance Payments

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

Employee Benefits Administration


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.


Employee Benefits AdministrationSecure 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.


Employee Benefits Administration

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.


Employee Benefits AdministrationWhite 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

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]


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

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