Cafeteria Exchange Overview

Cafeteria Exchange Overview for Brokers

The integration between Employee Navigator and Third Party Administrators (TPAs) includes an easy to connect, low maintenance file transfer. 

Available Products*

The following product types are currently supported through the integration:

• Flexible Spending Account 
• Limited Purpose Flexible Spending Account 
• Dependent Care Spending Account 
• Transit Reimbursement Account
• Parking Reimbursement Account
• Healthcare Savings Account
• Healthcare Reimbursement Account

*Please confirm directly with the TPA which products they will accept for your group

Available Cafeteria, HRA & HSA TPAs

TPAs will receive full files from Employee Navigator automatically identifying the following for processing:

• Enrollments: Initial for new groups, new hire, open
• Changes / updates to enrollments and demographics
• Terminations

TPAs can opt to set a schedule for the file and select the day(s) received. The schedule set is for all of their connected companies. They are not able to set a schedule per client. 

See below for a list of available TPAs and the file transmission schedule** they have selected:

**Note!  If they do not have a schedule listed, then a user within the TPA should be logging in to generate and download files. For specific questions on when the file is being pulled, contact the TPA directly.   

This list was created as a general list of information for our users. Schedules are subject to change. EN is not notified when a TPA updates their schedule. If a schedule has changed, EN will update quarterly or as needed. The TPA should always be the resource to confirm if files are received and processed.    

	Cafeteria, HSA, HRA
Provider	Schedule
24HourFlex	Weekly	Fri
Accrue Solutions	Weekly	Mon - Fri
American Benefits Group	Weekly	Wed
American Health Resources	See Note ** Above
Ameriflex	Weekly	Fri
APA Benefits	Weekly	Mon
BASIC	Weekly	Wed
BBP Admin	Weekly	Sat
Benefit Advantage	Weekly	Mon
Benefit Coordinators	See Note ** Above
Benefit Resource	Weekly	Mon - Fri
Benefit Strategies	Weekly	Tue
BenefitsAssist	Weekly	Thu
Ben-X	See Note ** Above
BPC	Weekly	Thu
CareFlex	Weekly	Tue, Thu
Clarity Benefit Solutions	Weekly	Sun - Sat
ConnectYourCare	Weekly	Tue
David K. Young Consulting	Weekly	Thu
Discovery Benefits	Weekly	Wed
Employee Benefits Corporation	Weekly	Tue
FlexFacts.com	Weekly	Wed
Flexible Benefit Administrators	Weekly	Wed
Flores	Weekly	Mon, Wed
Group Dynamic	Weekly	Tue
HealthEquity	Weekly	Mon - Fri
HRPro	Weekly	Tue
HR Service	Weekly	Mon - Fri
IGOE	See Note ** Above
Infinisource	Weekly	Fri
Lively	Weekly	Mon - Fri
McGregor & Associates	Weekly	Fri
MEDCOM	Weekly	Mon
National Benefit Services	Weekly	Mon
Navia Benefit Solutions	Weekly	Mon
NueSynergy	Weekly	Mon
OCA Benefit Services	Weekly	Thu
Paylocity Benefit Services	See Note ** Above
PrimePay	Weekly	Tue, Thu
ProBenefits	Weekly	Mon
Proficient Benefit Solutions	Weekly	Thu
Progressive Benefit Solutions	See Note ** Above
Stanley Benefit Services	Weekly	Mon, Thu
StreamlineHR	Weekly	Wed
TASC	Weekly	Mon
The Advantage Group	Weekly	Thu
The Difference Card	Weekly	Wed
The Employers Association	Weekly	Mon, Wed
The Harrison Group	See Note ** Above

Eligibility: 

File integration is supported for new and existing cases. Brokers should contact the TPA Representative to discuss using the EN-Exchange.

Prior to Connecting to the Cafeteria Exchange:

• If the group is currently with the TPA, then just ask the representative if they require anything to be completed. Typically you will just need to make the connection request.
• If the group is looking to change TPAs, then you still need to complete their required group applications / implementation paperwork & make sure to tell them you will be using the EN-Exchange to send the group's enrollments. 
• It is best practice to ask the TPA how they set up the plans in their system and then ensure the group's plans in EN match those the TPA has set up. 1:1 match is required. 
• Ensure the TPA has set up their payroll calendar to match the payroll calendar setup in EN. 
• It is best practice to audit plans, employee/dependent demographic and enrollment data before connecting. The majority of TPAs will consider the file coming from EN as the source of record and update their system accordingly. They do not typically provide a report that indicates the differences from their system to EN.

Make the Connection to the Cafeteria Exchange:

Follow this link for step by step instructions on making the connection and excluding needed plans: How to connect a client to the Cafeteria Exchange and exclude plans

TPA Error Reports

It is the broker's / HR's ongoing responsibility to work through any errors/discrepancies provided by the TPA in a timely manner. EN does not know what the TPA's error reports mean so please contact the TPA first. If you have reached out to the the TPA and need EN assistance, contact [e-mail]

 Other Helpful Articles

Cafeteria Technical Details

Cafeteria Best Practices

Support & Questions

• For Employee Navigator related questions on Employee Navigator’s EN-Exchange with the TPAs, reach out to [e-mail]
• For TPA related questions, please contact your TPA Representative