Innovative Benefits Administration Solution for CDH Accounts, HSAs and COBRA

'Everything You Could Need' Cloud-based Platform 

Summit supports a virtually unlimited array of benefit account types, including FSAs, HRAs, ICHRAs, EBHRAs, QSEHRAs, Dependent Care, Transit, and more. Summit also features seamless COBRA functionality.

Quick, Easy Account Setup

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

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.

Mobile App

Summit’s convenient mobile app allows users to access account information, check balances, and submit claims on-the-go. Participants can also submit COBRA payments from their mobile device. Available for Apple and Android devices.

Global Record Keeping for COBRA and CDH

Summit is the only cloud-based solution on the market with single employer and participant records for COBRA billing and CDH account 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.

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.

Convenient Benefits Debit Card

With the Summit benefits card, participants have quick, secure access to their tax-exempt dollars. The cards use a stacked benefit environment, allowing single-source access to FSA HRA, HSA, Transit/Commuter account dollars. MCC and IIAS restrictions can also be enabled.