Life & Health Insurance Exam (National Portion)Taxes, Retirement, and Other Insurance ConceptsMedium

A small business owner wants to provide health insurance to their employees but is concerned about the high cost of traditional group plans. They are considering a plan where the employer contributes to individual health insurance premiums for employees. Which arrangement allows for this with favorable tax treatment?

  1. AA health reimbursement arrangement (HRA).
  2. BA defined contribution pension plan.
  3. CA Health Savings Account (HSA) for each employee.
  4. DA flexible spending account (FSA).
Show answer & explanation

Correct answer: A. A health reimbursement arrangement (HRA).

A health reimbursement arrangement (HRA) is an employer-funded plan that reimburses employees for out-of-pocket medical expenses and, in some cases, individual health insurance premiums. Contributions are tax-deductible for the employer and tax-free for the employee.

Why the other options are wrong

  • B. A defined contribution pension plan is a retirement plan, not a health benefit arrangement.
  • C. HSAs require a high-deductible health plan (HDHP) and are primarily employee-owned, though employers can contribute.
  • D. FSAs are employee-funded (though employers can contribute) and 'use-it-or-lose-it' accounts, not primarily for individual premium reimbursement.

Health Reimbursement Arrangement (HRA)

An employer-funded health benefit plan that reimburses employees for out-of-pocket medical expenses and sometimes individual health insurance premiums, tax-free.

  • Employer-funded, not employee-funded.
  • Contributions are tax-deductible for the employer.
  • Reimbursements are tax-free to the employee.
  • Unused funds can often roll over to the next year.

Memory trick: Employers Reimburse for Health, so HRA is the way.

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