FAQs

Contributions and Tax Information

The annual contribution is determined by your employer. Please see your plan documents or consult with your Human Resources office for more information.

An employer may include an account cap or limit on the total balance that you can accumulate in the HRA at any given time. No additional contributions will accrue until the account is used and the balance falls below the cap. Please see your plan documents or consult with your Human Resources office for more information.

An employer may include an HRA rollover maximum which is a limit on the available balance that you can carry over from one year to the next. Please see your plan documents or consult with your Human Resources office for more information.

No information related to an individual HRA is reported to the IRS. Your employer, may be required to file an IRS form 5500 which includes HRA participation and total disbursement information for the plan (Form 5500 does not include individual HRA information).