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Sec. 125

Beginning in 1975, we started offering "Cafeteria" fringe benefit plans to our public school clients. This was before the Sec. 125 "Cafeteria" Fringe Benefit Plan law was written in 1978. Since that beginning with one school district in 1975, we now provide Sec. 125 plan benefits for numerous public schools and corporations in Kansas, Oklahoma, Missouri and Texas.

Our Sec. 125 plan business in the public schools has become the basis for a lot of our growth in the Sec. 403(b) market. The servicing of and our visibility in providing Sec. 125 benefits to our public school employees provides a natural extension into the Sec. 403(b) market.

Through our Sec. 125 plans, we are able to offer employees coverage in group term life insurance, disability insurance, dental insurance, vision insurance, cancer insurance and in Kansas, health insurance through a preferred provider network. Also, we offer flexible spending accounts for dependent care and medical reimbursement.

With more than 20 years of experience in the Sec. 125 business, we are able to provide our representatives expert assistance in developing the Sec. 125 market in their area.

Section 125 Forms
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COBRA Continuation Form
    COBRA Continuation Form.pdf   
(23,566 bytes)
Posted 
on Wednesday, November 02, 2005 (CST)

Form for COBRA benefits.
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Dental Claim Form
    Dental Claim Form.pdf   
(49,591 bytes)
Posted 
on Wednesday, November 02, 2005 (CST)

Claim form for dental insurance.
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Disability (Salary Protection) Claim Form
    Salary Protection Claim Form.pdf   
(57,144 bytes)
Posted 
on Wednesday, November 02, 2005 (CST)

For disability claims due accident or illness.
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Employee Change/Termination Form
    Employee Change Form.pdf   
(52,494 bytes)
Posted 
on Wednesday, November 02, 2005 (CST)

Used for changes related to insurance coverages.
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Family Status Change Form
    Family Status Change Form.pdf   
(20,817 bytes)
Posted 
on Wednesday, November 02, 2005 (CST)

Change form for Sec. 125 family status changes.
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Flexible Spending Claim Form
    Flex Claim Form 32-94585-00.pdf   
(36,876 bytes)
Posted 
on Wednesday, November 02, 2005 (CST)

Used for Flexible Spending Claims.
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Life Change Form
    Life Change Form.pdf   
(24,314 bytes)
Posted 
on Wednesday, November 02, 2005 (CST)

Change form for term life insurance.
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Retiree Coverage
    Retiree Coverage2.doc   
(54,785 bytes)
Posted 
on Wednesday, November 02, 2005 (CST)

Rates for Dental and Vision for retirees.
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Vision Claim Form
    32-94608-00 Vision Insurance Claim Form.pdf   
(56,651 bytes)
Posted 
on Wednesday, November 02, 2005 (CST)

Used for Vision claims.
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