ABOUT Section 125 Premium Only Plan Document
Save Big with Tax-Free Life & Health Insurance Premium at Work
$99 one-time fee in PDF via email*
$149 one-time fee in PDF email* + Deluxe Binder via USPS
The bottom line is, employees save up to 40% in taxes and employers eliminate 8% in matching payroll taxes on all qualifying insurance premium with the Section 125 Premium Only Plan. Employers quickly recoup the small $99 one-time setup fee and then continue to realize tax savings year after year.
Core Documents provides employers with everything they need to establish an IRS- and DOL-compliant Section 125 benefits plan in PDF format for just $99. This cost reflects a one-time** setup fee, not an annual charge.
For an additional $30 you can add the HSA Module to pretax HSA Savings at work for 8% more in tax savings for the employee and the employer.
*Most complete document orders placed by 3 PM will be emailed out the same day Monday through Friday. Orders placed on weekends are emailed out Monday morning. Keep in mind that December, January, and February are our busiest months of the year and documents are processed in the order they are received. The Rush Order fee ($25) simply brings your document to the top of the stack to be processed immediately.
**Core Documents will notify you when there are sufficient changes in the Code to require amending and restating your Plan. You can amend and update anytime for just $79, and only when necessary, which is the most cost effective way to establish and maintain a Section 125 Plan.