IQVIA Benefits Handbook
HOW THE HSA WORKS
The Health Savings Account is a tax-advantaged account available to IQVIA employees who elect the $1,850 Deductible Plan or $2,850 Deductible Plan
- You decide how much to save and can change that amount at any time. Contribute up to the annual IRS limit of $3,650 for individuals or $7,300 for family coverage; $1,000 additional contribution is allowed for employees age 55 or older in 2022.
- Use the money to pay for eligible medical, prescription drug, dental and vision care expenses. You can use the HSA debit card to pay after you receive care, or reimburse yourself for payments you've made (up to the available balance in the account). You can pay for deductibles, coinsurance, prescription drugs, out-of-pocket expenses and more — for a complete list; see IRS Publication 502 at www.irs.gov/publications/p502/index.html.
- You can access your funds up to the available balance once services are rendered. You can only get the money out that you've put into the account as of the day you submit the claim.
- Contributions are made from your paycheck on a pre-tax basis, and the money will never be taxed when used for eligible expenses. Money in an HSA can be withdrawn tax-free as long as it is used to pay for qualified health-related expenses. If money is used for ineligible expenses, you will pay ordinary income tax on the amount withdrawn, plus a 20% penalty tax if you withdraw the money before age 65.
- Invest your HSA funds in mutual fund options — just like you would invest your 401k dollars — to grow your balance even more.
- It's your money. Unused money can be carried over each year and invested for the future — you can even take it with you if you leave your job at IQVIA.
How the HSA Debit Card Works
If you enroll in an HSA, you will receive a debit card (Benefits Debit Card) in the mail. No activation is required. With the swipe of your card at approved locations, you automatically withdraw funds from your HSA to pay for eligible expenses.
Keep all receipts for your transactions. The HSA and the debit card are regulated by the IRS, so you may be required to substantiate your purchases. You can check your HSA balance and transaction history any time at http://accounts.mercermarketplace.com. You can also obtain your account information by calling Mercer Marketplace at 866-268-0142.
Annual Contributions
You can contribute up to the annual IRS limit of $3,650 for individuals or $7,300 for family coverage; $1,000 additional contribution is allowed for employees age 55 or older in 2022.
Annual contributions are deducted evenly from each of your paychecks throughout the year.
Eligible Expenses
Examples of eligible HSA expenses include:*:
- Acupuncture
- Chiropractor's fees
- Psychiatric care
- Hospital services
- Operations
- Diagnostic fees
- Ambulance
- Christian Science practitioners' fees
- Psychoanalysis
- Immunization fees
- Eyeglasses
- Artificial limbs
- Osteopathic physicians
- Psychologist visits
- Insulin
- Contact lenses
- Eye exams
- Artificial teeth
- Hearing aids
- Sterilization medication
- Laboratory fees
- Guide dog
- Birth control (pills, condoms, spermicides)
- Contact lens solution
- Transplants (organs)
- Oxygen
- Medical services
- Crutches
- Wheelchair
- Braces
- Prescription drugs
- Hearing aid batteries
- Nursing services
- Dental fees
- X-ray
* A detailed list, IRS Publication 502, Medical and Dental Expenses, is available at www.irs.gov.