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WEX (MHC)WEX TASC BRI Medsurety <br />Proposal Proposal Proposal Proposal Proposal <br />Set Up (one-time)*$0.00 $1,000.00 $0.00 $0.00 $0.00 <br />Ongoing Adminstration PPPM <br />Single Fee for FSA & HRA Enrollee $3.75 $4.25 $4.40 $4.00 $3.00 <br />Minimum Monthly Charge*$0.00 $50.00 $0.00 $125.00 $0.00 <br />Annual Total $630 $714 $739 $672 $504 <br />Investment Threshold $0 $0 $2,000 $0 $0 <br />Guaranteed Interest 1.30%2.50%0.20%2.5% Lincoln Stable Value <br />Fund 1.00% <br />Current Interest Rate 2.50%2.50%0.20% <br />Lincoln Stable Value Fund is <br />an alternative to bank <br />interest 2.75% <br />Hold on VEBA $ (Debit Card)0%10%10%10%0% <br />Other Fees <br />Trust BPAS Hands Benefits & Trust a BPAS <br />Company Matrix Trust Company BPAS EFS/Matrix Trust <br />Trust Basis Points (Fee) <br />Paid from EE Assets in VEBA 0.80%0.60%Quarterly Asset Based Fee - <br />0.075%0.80%.10% per month <br />Trust and Plan Documents Included Included Included Included Included - Waived Fees <br />Amendments Included Included Included Included Included <br />990 Filing Included Included Included Included Included - Waived Fees <br />Direct Deposit Included Included Included Included Included <br />Debit Card Fee Included Included Included Included Included <br />Renewal Fee $0 $0 $0 $0 $0 <br />Annual total $630 $714 $739 $672 $504 <br />Rate Guarantee 4 Years 9/1/2027 3 years 3 years 3 years <br />Current Enrollment Assumptions <br />Benefit Eligible Employees:744 <br />Total Enrolled in HRA/VEBA:14 <br />HRA/VEBA Current Assets:$55,000 <br />Notes <br />Further has a $1,500 annual renewal fee and participants pay $4.50/pmpm regardless of accounts they are in. <br />City of Orono <br />Description <br />The information contained herein is subject to the disclosures and disclaimers on the final page of this illustration <br />HRA / VEBA Reimbursement <br />Marketing Analysis