Employee Benefits · Hotchkiss Insurance · Houston, TX

Your health benefits,
your choice.

A plain-language guide to your ICHRA benefit — for all full-time employees.

Tess McCoy Prepared by Tess McCoy, MS, CEBS, CSFS · VP of Sales, Hotchkiss Insurance · tessmccoybenefits.com
What Is an ICHRA?

Your benefits plan,
built around you.

Your employer has moved to an ICHRA — an Individual Coverage Health Reimbursement Arrangement. This is a different kind of benefit, and it's worth understanding because it gives you something a traditional plan never could: a real choice.

Instead of enrolling everyone in one company plan, your employer sets aside a fixed monthly allowance for each full-time employee. You use that money to purchase your own individual health insurance — one that fits your doctors, your family, and your budget.

The short version
Your employer funds it. You choose the plan. You keep the coverage — as long as you stay enrolled, regardless of what changes at work.
How It Works

Three things happen
every month.

1.  Your employer deposits your monthly allowance. That money is set aside for your health coverage — tax-free.

2.  You pay your health insurance premium. Depending on your employer's setup, this comes out of your paycheck or you pay the carrier directly.

3.  You submit for reimbursement. Upload proof of payment through the benefits platform and get reimbursed — up to your allowance — tax-free.

ICHRA vs. Traditional Coverage

What changes —
and what gets better.

Traditional Group Plan Your ICHRA
Plan choiceOne plan for everyoneYou choose your own plan
Doctor networkEmployer's carrier onlyAny carrier — keep your doctors
Plan ownershipEnds when employment endsYour plan — you keep it
Tax treatmentEmployer share is tax-freeReimbursements are 100% tax-free
Family fitSame plan for the whole companyYou select what works for your family
Premium controlFixed, no flexibilityOffset by your monthly allowance
Your Onboarding Guide

What to do,
in order.

All full-time employees are eligible. Complete these steps before your enrollment deadline — your deadline and monthly allowance are in your Welcome Email from your employer.

01
Watch for your Welcome Email.
Your employer will send login credentials for the benefits platform, your monthly allowance amount, and your enrollment deadline. This is your starting point — do not ignore it.
02
Log in and complete your profile.
Access the platform, confirm your personal information, and review your allowance. Five minutes, done.
03
Work with your broker to find a plan.
Your benefits consultant — Tess McCoy at Hotchkiss Insurance — is here to walk you through your options. You will use a broker-assisted shopping tool to compare plans side by side based on your doctors, prescriptions, and budget. You are not navigating this alone.
04
Enroll in a qualifying health plan.
Select your plan and complete enrollment. You must choose an individual health plan that meets ICHRA qualifying standards. Your broker can confirm eligibility before you finalize.
05
Upload your proof of enrollment.
Return to the platform and upload your enrollment confirmation or insurance card to connect your coverage to your ICHRA account.
06
Submit your first premium for reimbursement.
Upload your premium payment receipt. Depending on your employer's setup, future reimbursements may process automatically.
07
You're covered. Go use it.
Download your insurance card from your carrier's app or portal. Schedule that appointment you have been putting off.
Common Questions

Straight answers.

Can I keep my current doctor? Yes — if you choose a plan that includes them in-network. Choosing your own plan is the whole point of an ICHRA.
What if I miss my enrollment deadline? You may have to wait for the next open enrollment or a qualifying life event. Do not miss your window — this one matters.
Are reimbursements taxable? No. ICHRA reimbursements are 100% tax-free as long as you are enrolled in a qualifying health plan.
What happens to unused monthly funds? Unused allowances typically do not roll over month to month. Confirm with your HR team on your employer's specific plan design.
What if I leave the company? Because the plan is in your name, you keep it. You'll be responsible for the full premium once reimbursements stop — but you don't lose coverage or start over.
Who helps me pick a plan? Tess McCoy at Hotchkiss Insurance. You are not navigating the individual market alone — that's exactly what she's here for.
Can I cover my family? Yes. When you shop for your plan, you can select family coverage. Your allowance applies toward your total premium.
Key Dates — Complete before distributing
Enrollment Opens
Enrollment Deadline
Coverage Effective Date
Monthly Allowance (All FT Employees)