Document Only Services

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Eliminate the stress of staying on top of evolving regulations.

If you administer your health benefits plan in house, you’re probably familiar with the terms Plan Document and Summary Plan Description (SPD). These documents provide participants with everything they need to know about their plan, including plan rules, financials details, and management of the plan. Given that both documents are legally required by the Department of Labor and must remain up to date with current regulations, managing them in house may put you at risk of a costly compliance misstep.

Our Document Only Services eliminate the burden of having to create, send, and update required plan documents. We do all of the work for you and ensure that you’re compliant with the most up-to-date regulations.

In addition to a fully-compliant Plan Document and Summary Plan Description, you’ll get access to our full arsenal of document services, including:


Ordering Premium Only Plan (POP) documents has never been easier with our ePOP+ system.

Through our convenient self-service system, you will get:

  • Instant POP documents, emailed immediately after application is submitted
  • Permanent access to ePOP+ for changes/replacements
  • Revised or duplicated documents auto-generated and emailed immediately upon request

Click here to order an ePOP document in a matter of minutes.

Summary of Benefits and Coverage

The Affordable Care Act requires a disclosure for Group Health Plans called the Summary of Benefits and Coverage (SBC). The purpose of this document is to help participants understand their coverage and easily compare coverage options. For applicable HRA and healthcare FSA clients, Ameriflex will automatically provide an SBC at the start of the plan.

Form 5500 Filing

If your ERISA plan (Medical, Dental, Vision, Life, AD&D) has 100 or more insured employees at the start of the plan year, you must file Form 5500.

File with Ameriflex and you will get:

  • Automatic filing of Form 5500
  • Access to Compliance consulting team

Wrap Documents

Incorporate all of your health and welfare benefit plans into one plan document, with one plan number.

Features include:

  • Hands-free implementation
  • Customized Wrap Plan Document and Wrap Summary Plan Description
  • Detailed instructions for completing Wrap Documents

We Make Benefits Easy.

Let us show you how. Learn more about our products and services today.