Understanding Health Reimbursement Arrangement (Health Care): A Comprehensive Guide

Definition & Meaning

A health reimbursement arrangement (HRA) is a type of employer-sponsored health plan designed to reimburse employees for qualified medical expenses. These expenses may include deductibles, copayments, and other healthcare costs that are not covered by the employee's standard health insurance plan. Funded entirely by the employer, HRAs offer tax advantages under Internal Revenue Service (IRS) guidelines, which help reduce the overall cost of healthcare for employees. Any unused funds in an HRA can typically be carried over to the next plan year, providing employees with continued support for their healthcare needs.

Table of content

Real-world examples

Here are a couple of examples of abatement:

Example 1: An employer offers an HRA that allows employees to submit claims for out-of-pocket medical expenses, such as copayments for doctor visits or prescription medications. Employees can use the funds to offset these costs directly.

Example 2: An employee has an HRA with a balance of $1,000 at the end of the plan year. They can carry this amount over into the next year, allowing them to use it for future medical expenses. (hypothetical example)

State-by-state differences

Examples of state differences (not exhaustive):

State HRA Regulations
California HRAs must comply with state-specific healthcare mandates.
Texas HRAs are generally treated similarly to federal guidelines, with few state-specific regulations.
New York HRAs must adhere to both federal and state regulations regarding health benefits.

This is not a complete list. State laws vary, and users should consult local rules for specific guidance.

Comparison with related terms

Term Definition Key Differences
Flexible Spending Account (FSA) A pre-tax benefit account that employees can use for eligible medical expenses. FSAs are funded by employee contributions, while HRAs are employer-funded.
Health Savings Account (HSA) A tax-advantaged savings account for individuals with high-deductible health plans to save for medical expenses. HSAs can be funded by both employers and employees, unlike HRAs which are employer-funded only.

What to do if this term applies to you

If you are an employee eligible for an HRA, review your employer's plan details to understand what expenses are covered and how to submit claims. Consider using US Legal Forms' templates to manage any necessary documentation related to your HRA. If you have questions about your specific situation or need assistance, consulting a legal professional may be beneficial.

Quick facts

  • Funding: Employer-funded only
  • Tax status: Contributions are tax-deductible for employers and tax-free for employees
  • Carryover: Unused funds can typically be carried over to the next plan year
  • Eligibility: Defined by employer plan specifics

Key takeaways

Frequently asked questions

HRA funds can typically be used for qualified medical expenses, including deductibles, copayments, and some over-the-counter medications.