Our Strategic Partners


HSA Providers


Finance Center Federal Credit Union

Online application


Home Federal Bank

H S A Application (pdf 204kb)


HSA Bank

H S A Application and Eligibility Form (pdf 165kb)

H S A Designation of Beneficiaries (pdf 67kb)

Depositor Limited Power of Attorney
Authorization and Disclosure (pdf 52kb)

H S A Custodial Agreement (pdf 262kb)



Payroll Service

ASAP Payroll Service, Inc. (Indianapolis, IN)



Health Insurance Brokers / Agents

Brown & Brown of Indiana/Agency Associates, Inc.

B. Michael Haffey -mhaffey@agencyassoc.com

Ronald L. Smith, CLU, RFC -rsmith@agencyassoc.com

Andy May -amay@agencyassoc.com

Greg Blythe -gblythe@agencyassoc.com

Katie Brockway -kbrockway@agencyassoc.com


Benefit Associates, Inc.

Becky DeHart -bdehart@benefitassociatesinc.com

Andrew Fondow -afondow@benefitassociatesinc.com


Benefit Concepts, Inc.

David Calvert -dave@bcibenefits.com

Lee Lurton -lee@bcibenefits.com


Benefit Strategies, Inc.

Kimber I. McCarson -kmccarson@bsi-indiana.com

Cindy E. Benson -cbenson@bsi-indiana.com


Conner Insurance Agency

Traci Marschalk -tmarschalk@conneragency.com

Todd Hufford -thufford@conneragency.com


Ertel & Co., Inc.

Mike Ertel -mertel@ertelandcompany.com

Chris Burton -cburton@ertelandcompany.com


Hylant Group

Kimberly Baxter -kim.baxter@hylant.com

Terri Jackson -terri.jackson@hylant.com

Patty Stewart -patty.stewart@hylant.com


i2 Advisors

Dennis Nash -dnash@indyadvisors.com


J. F. Hall & Associates, Inc.

John F. Hall -jhall@mjschuetzagency.com


Tobias Insurance Group, Inc.

James R. Dyar -jdyar@tobias.com


Total Benefit Solutions, LLC

Marilynn Allen -mallen@tbsllc.net


Crossroads Insurance Benefits

Joseph D. Stafford, CPA, MBA -stafford@att.net



5500 Services

abv Welfare Plan Advisors, Inc.

David W. Vandeveer, CEBS, AIF-david@abvadvisors.com




COBRA

PayTime Benefits™



HIPAA

Infinisource™