New Group Applications
Find all of our new client applications in one place! Our applications can be completed using our fillable PDFs or online form submissions.
HRA Application
Complete our Health Reimbursement Arrangement application. If you have any questions on the application, please email sales@oca125.com or contact your OCA sales representative directly.
FSA Application
Complete our Flexible Spending Account application. If you have any questions on the application, please email sales@oca125.com or contact your OCA sales representative directly.
COBRA Application
Complete our COBRA application. If you have any questions on the application, please email sales@oca125.com or contact your OCA sales representative directly.
HSA Application
Complete our Health Savings Account application. If you have any questions on the application, please email sales@oca125.com or contact your OCA sales representative directly.
Commuter Application
Complete our Commuter Reimbursement Account application. If you have any questions on the application, please email sales@oca125.com or contact your OCA sales representative directly.
POP Application
Complete our Premium Only Plan application. If you have any questions on the application, please email sales@oca125.com or contact your OCA sales representative directly.
ICHRA Application
Complete our Individual Coverage HRA application. If you have any questions on the application, please email sales@oca125.com or contact your OCA sales representative directly.
EBHRA Application
Complete our Excepted Benefit HRA application. If you have any questions on the application, please email sales@oca125.com or contact your OCA sales representative directly.
QSEHRA Application
Complete our Qualified Small Employer HRA application. If you have any questions on the application, please email sales@oca125.com or contact your OCA sales representative directly.
ERISAExpress Wrap-Doc Application
Complete our ERISAExpress Wrap Document application. If you have any questions on the application, please email sales@oca125.com or contact your OCA sales representative directly.
Master New Group Application
Complete our Full Service Master Application. If you have any questions on the application, please email sales@oca125.com or contact your OCA sales representative directly.
Partnership Application
ERISA Partnership
MZQ Application
OCA has partnered with MZQ Consulting as its ERISA Compliance partner for ERISA Compliance expertise with Wrap Documents, 5500 Filling, ACA Reporting, and more!
TouchCare Partnership
TouchCare Application
TouchCare is the premier healthcare concierge service company that helps consumers navigate today’s complex health care challenges.
First impressions are critical.
Each work site situation is unique and so the key is to design a plan that fits your specific goals. We view our role as more than just a Third Party Administrator, but as a portal of reliable information and education. We’ll meet with any size organization and help strategize a plan that is comprehensive and achievable. We’ll meet with the employees during the initial enrollment meeting as well as conduct follow-up meetings whenever called upon.
New Client Implementation Timeline
Step 1: Review Your Benefits/Plan Design with OCA
Plan design is the first and most important step in creating an effective benefit program. Each worksite situation is unique and so the key is to design a plan that fits the employer’s goals and objectives. OCA will assist in designing a successful benefit program and review funding arrangements.
Step 2: Complete and Submit New Group Application
Once the benefit design is confirmed, the employer will need to complete OCA’s new group application. The application should be submitted to OCA’s sales executive for final review, who in turn will provide the information to OCA’s implementation team.
Step 3: OCA Creates Plan Documents and Processes Employee Enrollment Data
Once the application has been submitted to OCA’s implementation team, OCA will have the benefits and plan documents created within 5 business days. Around this time, the employee enrollment forms and/or census should have or needs to be sent to OCA for processing. As soon as the implementation team has finalized all the plan documents, OCA will send the documents to the employer’s attention for signature.
Step 4: “Congrats” Email Issued and Debit Cards Mailed (If Applicable)
OCA will send out a “congratulations” email to the employer with OCA’s contact information and administrative guides. Employees will also receive a “welcome” email providing them with login information to OCA’s secure employee portal. If applicable, debit cards will be issued to their corresponding home addresses.
Step 5: Using the Benefits
Through OCA’s member portal or mobile app, employees can submit claims, view balances, and substantiate debit card transactions. Depending on the set up, this can be done with a manual claim, through the OCA portal, or by using the OCA debit card. We recommend scheduling either an OCA onsite and/or webinar with your employees to review the program.