Employer Dashboard 101
HSA Facts
Invest with Lively
Why Lively
Contributions
100

The number of companies we onboarded this fiscal year. 

What is 5?

100

Location of HSA resources.

What is the BAW intranet site?
100

The amount of money you need in your HSA before you can invest. 

What is $1?


100

Benefit of HSA over 401K.

What is eligibility to use funds tax free for medical expenses? 

100

2025 Contribution Limits for individual.

What is $4300?

200

The time for an employer to switch HSA providers to have a January 1st enrollment date.

What is anytime?


200

Two resources that list the qualified medical expenses.

What is you can find them on livelyme.com or IRS publication 502?

200

The number of investment options within Lively.

What is 2?

200

The institution where Lively holds HSA funds.

BMO Bank 

200

2025 Contribution Limits for families.

What is $8550?

300

Explanation of BEL

What is Benefits Eligible Lives?

300

Once 65 years old, your HSA balance can be used for.

What is anything you just have to pay regular income tax, or qualified medical expenses tax free?

300

The investment firms within Lively?

What is Schwab and Devenir?

300

Country where customer service centers for Lively.

What is the US?

300

If employer contributes $1000 to your individual HSA, what is the maximum amount you can contribute?

What is $3400?

400
Fee for the employer dashboard for a traditional client, commercial client, schools. 

What is traditional client $2.50 per employee per month, $2.00 if a commercial client, and free if a school?

400

Result of unused HSA funds at year end.

What is unspent funds roll over year over year?

400

The cost to invest with the firms in Lively and balance to waive the fee. 

What is $24 annually for Schwab and waived with a $3000 balance?

What is 0.05% based on invested assets with Devenir?

400

The Lively employer dashboard allow for disputes. 

What is True?

400
The age can you make additional contributions and dollar amount.

What is 55 and $1000?