You can verify your ICHRA setup by reviewing your employer portal to confirm employee classes, reimbursement allowances, eligibility dates, and plan settings.
How do I verify my HRA setup?
Review your Employer Portal to confirm that:
Employee classes are correct.
Monthly reimbursement allowances are correct.
Employee eligibility dates are accurate.
Plan effective dates match your intended plan design.
If everything appears correct, no additional action is required.
What should I verify for employee classes?
Confirm that employees have been assigned to the correct ICHRA class.
Employee reimbursement allowances are determined by the assigned class.
Incorrect class assignments may result in incorrect reimbursement amounts.
What should I verify for reimbursement allowances?
Review each class to confirm the intended monthly allowance.
Verify allowance amounts for each coverage tier, such as:
Employee only
Employee + spouse
Employee + children
Family
What should I verify for eligibility dates?
Confirm that employee eligibility dates match your benefit policy.
Eligibility dates determine when employees can begin participating in the HRA.
What if everything looks correct?
If your Employer Portal reflects your intended plan configuration, no further action is necessary.
Your HRA is ready for employee enrollment and reimbursement administration.
When does this article not apply?
This article applies only to employers administering an ICHRA.
Employees cannot modify or verify employer plan configuration.
Key takeaway
Reviewing your Employer Portal is the quickest way to confirm that employee classes, reimbursement allowances, eligibility dates, and plan settings have been configured correctly.