Medcom Benefits
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August 13: Increased Scrutiny on Fiduciary Obligations of Plan Sponsors


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Check out the highlights from the Assurex Global Forum hosted by Medcom on February 22-23, 2024 in Jacksonville, FL

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Who Is Medcom Benefits Solutions?

A leader in employee benefits for 40 years
Tailor-made solutions for tax-advantaged benefit plans
A comprehensive approach to ERISA Compliance
A streamlined approach to regulatory compliance services

15 Reasons Why

Medcom Tops Payroll Companies for ACA

Partner Testimonials

I was impressed with the 5500 process at Medcom...Medcom will be getting my whole book of business. I appreciate the hard work and excellent service.
– Form 5500 client

Medcom continues to “hit it out of the park” for our clients with significant consulting resources, great service, and competitive fees. Our 18-year partnership has included accessing all of their products, including ACA, Compliance, COBRA, and Fringe Benefits. We will continue to place our clients with them due to their outstanding support and comprehensive menu of professional services. High-level client support is very important to Pritchard & Jerden, and Medcom has even been available to us “after hours”! Thanks so much for doing a great job!


– Rob Peters, Executive Vice President/Principal, Sterling Seacrest Pritchard

Professional Health & Welfare Compliance Services

ERISA Wrap Documents & Summary Plan Descriptions

A Wrap Plan is the most efficient method of bringing health and welfare benefit plan documents into full compliance with ERISA and consolidating plans for Form 5500 filing purposes. Additionally, the Wrap Plan provides an ERISA compliant Summary Plan Description (SPD) for distribution to plan participants as required by federal law.

CDHP & Cafeteria Plan Documents & Amendments

Your Cafeteria Plan plays a critical role in defining your benefit plan options and the tax treatment of employee contributions. Whether you have an existing Cafeteria Plan that needs to be amended or require a brand new Premium Only Plan, FSA, HRA, DCAP or Transit Plan Document, Medcom is well-equipped to provide this essential documentation in accordance with the requirements of ERISA and Healthare Reform legislation.

Comprehensive Health & Welfare Documentation Audit

An employer's entire benefit program should be evaluated from time to time to identify and remedy any areas of non-compliance or exposure. Don't wait for an auditor to knock on your door! Let Medcom's compliance experts help you stay compliant by evaluating your full program and recommending proactive solutions.

Form 5500 Filing & SAR

Medcom provides complete Form 5500 preparation for Health and Welfare Plans, including the Summary Annual Report (SAR). We also offer expert preparation and consulting services for delinquent filings.

Nondiscrimination Testing

Medcom provides comprehensive annual nondiscrimination testing for Section 125 Cafeteria Plans (inclusive of POP and health FSA), Section 129 Dependent Care Assistance Plans, and Section 105(h) Plans that are either self-funded or fully insured.

Professional Health & Welfare Compliance Services - Assurex Global Fee Structure

Compliance Review

Complete Health & Welfare Compliance Documentation Audit

Less than 250 Employees
250-499 Employees
500-2,499 Employees
2,500+ Employees

Form 5500 Reporting

Form 5558-Extention of Time
Form 5500-Electronic Filing Required (Includes SAR) Includes up to 10 Schedule A or C Addendums
$450 per filing
Additional Schedules A or C
$100 each
Delinquent Form 5500 Filings-Additional Consulting Fee
$150 per filing - $600 Max.

Wrap Document Preparation

"Stand Alone" Wrap Document & ERISA SPD
Restatement of existing Medcom “Stand Alone” Wrap Plans
Unlimited Amendments to Medcom's Wrap Plan of 3-years
Review & Update of Existing Employer Wrap Document
$175/hr. - $350 Min.
Required Notice Package Buy Up

Operation Comply

Special Fees available through 3 Month OC Campaign

Plan Documentation Preparation

POP Only Plan Document
Section 105 (h) HRA Document
Section 125 & 129 FSA Document

Nondiscrimination Testing

Section 105(h) Self-Funded Health Plans

1-2 Medical Plans
3-4 Medical Plans
5 or More Medical Plans

Nondiscrimination Testing

Additional services

HRA Plan Testing - Section 105(h)
Health FSA and/or POP and/or DCAP - Sections 125, 105(h) & 129
Premium Only Plan Testing - Section 125


Amending of Wrap Documents or other Plan Documents
$150 per amendment

Other Professional Services

Auditing & Consulting


Affordable Care Act Reporting Services

Pricing exclusive to Assurex Global partners.

Other Services

Medcom Benefit Solutions is a leading employee benefits administrator, well-known for specializing in exceptional service and offering a variety of products that are designed to help employers meet the challenges of a rapidly changing workforce. With a professional staff of specialists, Medcom Benefit Solutions offers consulting services relating ERISA compliance, COBRA adminstration, Flexible Spending Account administration, Health Reimbursement Arrangement administration, Retiree Billing and Health Savings Account administration.

  • Flexible Spending Accounts
  • Plan Documents
  • Dependent Care Assistance
  • Form 5500 Filings
  • Health Reimbursement Arrangements
  • Nondiscrimination Testing
  • Health Savings Accounts
  • WRAP Documents
  • COBRA Administration
  • Comprehensive ERISA Plan Reviews
  • Reitree Billing Administration
  • HIPAA Trainings

Contact Us

ACA – Tom Neal

(904) 596-8065

CDHP – Stefanie Squitieri

(904) 421-3611

COBRA – Debbie Freeman

(904) 596-2221

Compliance – Meagan Hendrix

(904) 421-3614

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