Overview

ONE PARTNER. TOTAL SOLUTION.
Since our founding in 2002, HealthEquity has remained laser-focused on a singular mission: Empower working Americans to gain more choice and control over their healthcare and financial future. HealthEquity delivers the solutions you need to simplify benefits and truly impact people’s lives.

THE HEALTHEQUITY ADVANTAGE
Build on two decades of innovation and industry leadership. HealthEquity’s solutions help simplify enrollment, contributions and distributions while delivering an unmatched member and employer experience.

PRODUCTS
HSA - The HealthEquity Health Savings Account (HSA) enables employers to deliver better results and spend less time on administration. Utilize our proven approach to employee engagement that boosts enrollment and maximizes contributions.
FSA - Our Flexible Spending Account (FSA) streamlines enrollment, contributions and claims, while delivering an unmatched employee experience.
HRA – HealthEquity’s Health Reimbursement Account (HRA) solution simplifies enrollment and reimbursements using leading-edge technologies to seamlessly execute every aspect of your HRA program.
COMMUTER - HealthEquity’s commuter solution provides employers with local convenience and national reach with access to our network of over 660 transit authorities and 5,900 parking garages, lots and valets.
COBRA - Our streamlined solution simplifies and reduces risk for employers. Rely on HealthEquity’s team of COBRA specialists to stay abreast of regulatory and legislative changes.
LIFESTYLE SPENDING ACCOUNTS - Deliver personalized benefits while maximizing employee satisfaction. Fully customizable lifestyle benefits to help you accomplish your unique goals while removing the administrative burden.

WHO WE SERVE:
14 MILLION+ MEMBERS
Easy-to-use benefits give members the tools and resources they need to spend smarter, save more and invest in their healthcare.

120,000+ ORGANIZATIONS
Our Total Solution delivers a powerful lineup of integrated benefits, helping employers offer a better experience at much lower cost. After working with 100,000+ organizations, we’ve got onboarding down to a science. Our implementation team will guide you through plan setup, employee enrollment and program go-live.

10,000+ REGISTERED BENEFITS ADVISORS
Customized solutions and original thought leadership lets benefits advisors strengthen relationships while offering a unique benefits package.

185+ NETWORK PARTNERS
Powerful integrations with retirement providers and Third-Party Administrators (TPAs) simplify claims processing and enable clients to offer a more rewarding member experience.

HEALTHEQUITY DISCLOSURE
HSAs are never taxed at a federal income tax level when used appropriately for qualified medical expenses. Also, most states recognize HSA funds as tax-deductible with very few exceptions. Please consult a tax advisor regarding your state’s specific rules.

HealthEquity does not provide legal, tax, financial or medical advice.

Contract Info

Awarded Vendor:
HealthEquity

Contract Awarded:
HSA, FSA, DCFSA and Other Lifestyle Financial Management Services

Contract Number:
09-22

Lead Agency: 
Region 14 ESC

Contract Term:
3 year term, December 1, 2022 to November 30, 2025
*Option to renew for two (2) additional one (1) year periods.

Due Diligence

Request for Proposal:
RFP for HSA, FSA, DCFSA and other Lifestyle Financial Management Services

Awarded Vendor Response:
HealthEquity's Response to RFP

Evaluation:
Bid Tab & Request for RFP List

Award Letter:
Region 14 Award Letter


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Vendor Contact

Cory Good
(714) 612-5944
cgood@healthequity.com