2015-363-E HR - Flores & Associates, LLC - Medical Reimbursement and Dependent Care Assistance Claim Administration Agreement

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DocuSign Envelope ID: EA6C45CD-7691-43D8-B939-A4300A7DD233 I I4e raUII es III Illh° IIII'° rticiIpants • Dedicated Account Manager. You will enjoy a relationship with the same person based in Charlotte,NC for implementation AND • Dedicated Account Manager.Participants come to know the continuous FSA Administration.Yes...the same person you come to assigned individual responsible for excellent customer know from the start service for their company. Calls and a-mails to and from the • Flores Team Structure. Your Account Manager will receive support dedicated account manager ensuring a personalized level of from their team who is trained on the details of your specific plan so service. you can depend upon accurate,prompt,and reliable service in the • Claims accepted via US mail,toll-free fax,secure website event your dedicated Account Manager is out of the office upload or E-receipt mobile app • FSA Implementation Checklist that will allow your dedicated Account • Reimbursements released according to predetermined Manager to guide you through a quick implementation schedule(weekly, bi-weekly,or daily) • On-line and on-demand reporting for clients via the Flores247.com site • Direct Deposit of reimbursements or checks mailed directly • E-mail confirmations and notices to participants throughout claim to participant's homes process—Flores E-Status • Benny debit card available as additional reimbursement • Toll-free technical support for clients and customer service line to option directly access Account Manager,without the hassle of a phone tree • 24/7 access to account information including pending claim Monday-Friday 8:30AM-5:0013M.All calls answered with live voice. status through Flores e-Receipts Mobile App,toll-free voice • Accounting integrity using the proven Flores Transfer and Exception service and password-protected Internet Access System reporting process • Guaranteed Daily claims processing with 24/7 access to account information including pending claim status • Turnkey FSA installation including employee communication/videos . End of plan year advanced reminders generated via e-mail and enrollment materials and/or US Mail;with reminders being sent via email bi- • Optional enrollment meetings conducted by Flores personnel onsite or weekly until the claims filing deadline to those with a via webcast upon client request balance remaining • Electronic data exchange with client payroll confirming contribution • End of year Participant Recap available on Flores247.com dollars site • Automatic direct debit of reimbursed funds and/or payroll contributions • Internet enrollment option available at no additional charge utilizing Flores fsaenroll.com • Data transfer file formats will be provided to transfer enrollment and/or ongoing eligibility data • FSA Administration Guide in PDF format: Step by Step instructions for using the Administrator web portal. This document will also be saved in the document section of the web portal. The Guide outlines the proper steps for managing your FSA and maximizing the value of the reporting tools • Client Administrator web conference tutorial for current administrative web portal users and future staff. • Flores E-News including Legislative Updates and Technical Updates • End of Year Financial Recap report and information necessary for the Client to prepare the annual 5500 report • All end of year processing methods are included: Standard Run-Out, 2.5 Month Grace Period or$500 Rollover • Standard Non-discrimination testing services included to assure compliance Section 125,25%Key Concentration,Section 129,55%Avg. Benefit,and Section 129,more than 5%Owners Concentration ORANGE COUNTY 10 Flores