Dennis W. Warneke

Senior VP, Benefit Specialist

Group Employee Benefits

There are many different types of "Employee Benefits" that may be offered to employees.  The most common are:

   Medical & Prescription Drugs,
   
   Dental,   
   
   Vision,
   
   Life insurance & Dependent life insurance,
   
   Short-Term Disability Income,
   
   Long-Term Disability Income,
   
   Section 125 (Cafeteria Plans),
   
   Retirement Plans, and
  
   Voluntary Plans (Life, Cancer, Accident, etc.)

To obtain a quote on any of these coverages, please contact us.  You can also download the attached Fact Sheet and Census if you have UNDER 50 employees.  If you have OVER 50 employees, use this Fact Sheet and Census.  Once completed, please email or fax to 503-699-1934. 




Group Medical Insurance


Employer-paid premiums for employee
medical insurance are deductible by the company whether the coverage is under a group policy or individual policies.  See Reg. Sec. 1.162-10(a).


The employee need not report the amount paid by the employer as current income.  See IRC Sec. 106.  When an employee pays the premium and is then reimbursed by the employer, the amount received is not included in the employee’s gross income.  See Reg. Sec. 1.106-1.


Benefits paid under the insurance plan, which reimburse the employee for payments made for hospital, surgical or other medical expenses, are not included in the employee’s gross income.  Group medical plans are an attractive fringe benefit because personally paid medical insurance premiums and medical expenses are only deductible in excess of 7.5% of the taxpayer’s adjusted gross income.  See IRC Sec. 213.


Self-insured medical reimbursement plans which favor employees who are officers, shareholders or highly-paid employees may not qualify for the above tax benefits.  The Code sets certain eligibility requirements for self-insured plans, similar to those applied in qualified retirement plans, which are designed to discourage discrimination.  See IRC Sec. 105(h).


The Health Insurance Portability and Accountability Act of 1996, signed into law on August 21, 1996, expanded the availability of coverage under group health plans.  Effective with plan years beginning after June 30, 1997, the Act:

Limits exclusions for pre-existing conditions;

• Prohibits discrimination in eligibility or premiums solely on the basis of an individual’s

health situation;

Guarantees renewability for those employers with group health plans; and

Provides penalties for employers who do not comply with the law.