BenefitWallet, A Xerox Solution

HSA Program Features

FDIC or NCUA Insured:

Features:

Debit Card
Checks
Online Banking
Investment Options

HSA Interest Rates

Interest rates are unknown at this time

Fees

Monthly Maintenance Fee	$3.50*
Account Opening Fee	$0.00
Account Closing Fee	$0.00

BenefitWallet's Standard Fees

Fee	Amount
Paper statement (per statement)	$1.25
First 2 debit cards issued at no cost. Replacement/Additional debit card	$5.00
First checkbook issued at no cost. Replacement/Additional checkbooks	$5.00
Copy of Check, Statement or other document (per item)	$5.00
Stop Payment (per request)	$25.00 per item
Returned Item (per instance)	$25.00
Custodian Check Issuance Fee (deducted from account balance)	$25.00
Excess Contribution Reimbursement (deducted from account balance)	$25.00
Attachments/levies/legal requests/subpoenas (per request)	$75.00
ATM Usage Fee	$2.00
Statement Reconciliation/Account Research	$20.00 per hr/$10 min charge

* If average balance is less than $1,000

Fees may not be current, please check the provider's website for the latest fee information.

HSA Investment Options

Mutual Fund Platform: Self-Directed Brokerage: CDs: Other:

Mutual Fund Details

Investment Threshold: $1,000
Investment Fee: $2.90 / Month

BenefitWallet has an integrated investment platform, which provides HSA members with a seamless and affordable way to invest and grow their HSA dollars. With a broad selection of mutual funds from multiple fund families, the investment platform provides an easy-to-use online environment 24 hours a day, seven days a week.

BenefitWallet's Standard Mutual Fund Options

Mutual Fund Name	Ticker	Asset Class
Vanguard Total Stock Market Index I	VITSX	Large Blend
Dodge & Cox Income	DODIX	Intermediate Core-Plus Bond
Vanguard Mid Cap Index Adm	VIMAX	Mid-Cap Blend
Goldman Sachs Small Cap Equity Insights Instl	GCSIX	Small Blend
PIMCO Income Instl	PIMIX	Multisector Bond
Vanguard Small Cap Index Adm	VSMAX	Small Blend
MFS International Intrinsic Value I	MINIX	Foreign Large Growth
PIMCO Inflation Response MultiAsst Instl	PIRMX	Conservative Allocation
Invesco Developing Markets R6	ODVIX	Diversified Emerging Markets
T. Rowe Price US Large-Cap Core I	RCLIX	Large Blend
Vanguard Total International Stock Index Adm	VTIAX	Foreign Large Blend
Vanguard Strategic Equity Inv	VSEQX	Mid-Cap Blend
Calvert Short Duration Income I	CDSIX	Short-Term Bond
Vanguard Total Bond Market Index Adm	VBTLX	Intermediate Core Bond
Fidelity® Money Market Govt. Portfolio I	FRGXX	Money Market

Contact Information

General Information

Website	BenefitWallet's HSA Website

Customer Service

Mailing Address	PO Box 1533 Secaucus NJ 07094
Phone Number	1-877-472-4200

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