CODAC 2025 Benefit Plan Summaries

Easy, On-the-Go Access to Your Health Accounts MY PLANS BY CBIZ MOBILE APP

Get a simple, effortless way to check healthcare account balances and submit receipts from anywhere with our free My Plans by CBIZ mobile app. Designed so you can quickly find what you need most, our mobile app provides secure health account access with a touch of a finger.

HELPING YOU STAY UP TO SPEED & TAKE ACTION „ File claims and snap photos of receipts to submit with new or existing claims „ Enter and view expense information and receipts „ View in-app messages and text alerts that provide instant notifications about accounts „ View charts summarizing account information „ Report benefits debit card as lost or stolen

CHECK BALANCES All of your account information is at your fingertips and you can quickly check available balances and account details for medical and dependent care FSA, HSA, HRA, and transportation plans. SCAN EXPENSES Using the Eligible Expense Scanner, quickly scan a product bar code and know in an instant whether an item qualifies as an eligible expense that can be paid for with your account funds. MAKE PAYMENTS QUICKLY Record a health expense and capture the receipt the moment the transaction happens. Having receipts securely stored means you can easily file a claim for reimbursement from your FSA or request a distribution from your HSA — right from your phone — if paying out-of-pocket. MANAGE HSA INVESTMENTS Keep track of your HSA investment performance from anywhere. In addition to balance and activity details, a graphical snapshot shows the rate of return and performance over time allowing you to make informed decisions about your healthcare.

Download the My Plans by CBIZ mobile app for Android or iPhone today!

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