|
Name,
Address, Phone |
Set-up
fees |
Admin.
fees |
Accountholder
Options |
Choice Investments
ATTN: Jerry Mikus
7800 Shoal Creek Blvd
Suite 100 North
Austin, TX 78757
800/846-1273
Fax: 512/302-6092
Email:
jmikus@choiceami.com |
Set-Up Fee - $20
|
Admin. Fee - $48 (Annual) |
Investments made only in No-Load Funds
(selected funds offered) after HSA
deposits equal the plan deductible.
Account balance below the HSA plan
deductible is invested in a money market
account.
|
|
|
|
|
First
MSA
|
$25 |
$5.00/mo. |
access
to investment services after $1,000 in
account; 2-5% interest on money in
account per schedule; FDIC
insured |
|
|
|
|
|
MSA
Bank
|
$18 |
$1.75
month if under $3000 balance |
debit
card and checks; FDIC insured;
money market interest or option for
brokerage account |
|
|
|
|
|
|
American
Health Resources *
PO
Box 8847
Metaire, LA 70011-8847
800-570-3757
|
$15 |
$4.50/mo. |
Can
deposit in either "money
market-type funds or securities".
Can
"self-direct" investments. AHR
Can
pay provider or reimburse
accountholders. |
|
|
|
|
|
American
Health Value
PO
Box 8063
Boise, ID 83707-2063
800-914-3248
|
$25
indiv. or
$30 joint |
$3/$4.50/or
$8.50
per
mo. depending on plan chosen
|
Visa
Debit
Card and checks. Can select money market
or Delaware Funds (min. balance = $1250)
RX
card, nurse line, & Dr/Hosp.
Discount
plans available.
|
|
|
|
|
|
Benefit
Administrators
1009
Oak Hill Rd, 3rd Floor
Lafayette, CA 94549
888-MSA-1997
|
$25/Gateway
Bank
or $35/Wells Fargo Bank
|
$3/mo.
(Gateway) or $2/mo. (Wells Fargo) |
Will
process reimbursement requests or
provide checks [disbursement fees = $5
(Gateway) or $10 (Wells Fargo)].
Custodial
Fee (Wells Fargo)
$39/yr.
Min. account balance for investments =
$2500 (avail. thru Wells Fargo only)]
|
|
|
|
|
|
CMS
Administrators
576
B Street
Santa Rosa, CA 95401
800-443-2904
|
$10
per employee |
Varies
by size of
account
|
Works
only with non-tax-qualified
Market.
Reimburses insured for medical expenses
from the "MESA, Medical
Expense Savings Account"
|
|
|
|
|
|
Lake
Forest Funds
270
E. Westminster Rd, 3rd Flr
Lake Forest, IL 60045-1899
888-295-5707
|
No
set-up fee |
No
Admin. Fee
Ann.
Custodial fee $15
Acct.
liquidation fee = $15
|
Minimum
account balance = $1000 |
|
|
|
|
|
MECA
PO
Box 17190
Indianapolis, IN 46217
800-875-6322
|
$50 |
$3/mo.
Renewal
fee for groups of 2-9 =
$30
|
Investments
in mutual funds from first dollar
(Annual fee of $24 for access to focus
fund group.) |
|
|
Medical
Savings Accounts/Utah
1341
S. State St, 310A
Salt Lake City, UT 84115
888-201-3381
|
No
set-up fee |
$5/mo. |
Money
market bank accounts only |
|
|
|
|
|
Medical
Savings of America
960
Broadway St, 505
Boise, ID 83706
800-853-7321
|
$12 |
$2/mo. |
Visa
debit card or checks. |
|
|
|
|
|
MediSmart
1501
WestCliff Drive, 310
Newport Beach, CA 92660
888-633-4762
|
Medical
Retirement
Accounts
(MRA)
$500
set-up fee
|
Medical
Retirement
Account
(MRA) Only
$25/mo/
employee
|
Refers
all MSA account requests to American
Health Value, MSAver Resources or
Merrill Lynch. Pays %Of fees on the MRA
to brokers. |
|
|
|
|
|
MSAver
Resources, Inc.
7400
W. 110th St., 520
Overland Park, KS 66210-2346
888-327-9672
|
Fees
presently being restructured.
Please
call
|
Fees
presently being restructured.
Please
call
|
Options
being expanded. Please call. |
|
|
|
|
|
Prime
Health
4640
W. 77th St., 214
Edina, MN 55435
612-844-0977
|
$25
per person
|
$5/mo.
Per person
$50
or 10%
termination
fee.
|
Money
market only. Will reimburse either
provider or accountholder. |
|
|
|
|
|
SSgA
Funds
Po
Box 8317
Boston, MA 02266-8317
800-997-7327
|
No
set-up fee |
No
admin. Fees.
Annual
maintenance fee= $75. Check writing
privileges @ $10/checkbook
|
15
different funds available with a minimum
investment of $250 per fund. Automatic
investments and telephone exchanges
allowed. |
|
|
|
|
|
State
Bank of Howards Grove
211
N. Wisconsin Drive
Howards Grove, WI 53083
920-565-3351
|
$12
for bank account none for mutual fund
account |
$1/mo.
(bank acct) $1.75/mo. (brokerage
account)
|
May
choose bank money market acct. or from
3000 mutual funds. (Trading fees start
at $14.95 per trade) Minimum initial
deposit of $100 |
|
|
|
|
|
Trident
National Corporation
3500
Grove Ave.
Richmond, VA
804-354-0697
|
$15 |
$30
indiv./$60 fam./ year
1.1%
x Balance Cust.
Fee/Yr.
|
May
choose from 6 no-load mutual funds or
money market
|
|
