DataPath Summit: Revolutionary Benefits Administration Solution for CDH Accounts, HSA and COBRA

Cloud-Based Benefits Software to Manage FSA, HRA, HSA, COBRA, and More

Summit is a comprehensive benefits administration solution for CDH accounts, HSAs, and COBRA. Summit’s unique functionality enables seamless benefits administration across all lines of service including FSAs, HRA/QSEHRA, HSAs, Transit accounts, and COBRA billing.

Watch a FREE Demo!

* indicates required field

TaxFree Plans

We found DataPath to be a wonderful partner...look forward to many years in the future.

Dick Boever Principal

How​ Summit will save you time and money

Summit is truly unique in the market – it’s the only CDH and COBRA solution built from the ground up as a single, all-encompassing platform. Designed with the needs of TPAs in mind, Summit simplifies and streamlines benefits administration for every line of service such as FSA, Dependent Care, HRA, QSEHRA, HSA, Transit/Commuter accounts, and COBRA. Summit’s functionality also includes integrated financial processes such as debit cards, electronic payments, and investments.

Quick and Easy Account Setup

Summit's 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 Reimbursement Schedule

Use Summit to streamline and simplify payment administration by automatically generating payments and stop manual payment creation.

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.

How Summit will help you grow your business

'Everything You Could Need'

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

Seamless COBRA Administration

Enjoy Summit's seamless COBRA functionality, including event-based notice generation, automatically monitored COBRA-related events, time-frame tracking, and flexible loss-of-coverage options.

Simple 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.

Secure Broker Access

Summit is the only platform that empowers you to give brokers secure, online access to specified data on shared clients. 

Full HSA Functionality

Summit is a one-stop shop for HSAs. DataPath has the custodial relationship that allows TPAs to offer HSA management, investments, and banking in a single platform.

Additional Features

  • Global navigation and search
  • Top-notch reporting capabilities
  • Advanced data migration
  • Non-discrimination testing
  • White label branding
  • And lots more...

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

Copyright 2018 - DataPath, Inc.