The content in this preview is based on the last saved version of your email - any changes made to your email that have not been saved will not be shown in this preview.

July 2025

What to Know This Month

Here's a sneak peek at the highlights in this issue:

  1. Explore Your Health Plan
  2. Form 5500 & PCORI Due This Month

Explore Your Health Plan

The more you and your team know, the more you’ll gain from your group health benefits! Check out these two quick resources to learn what’s available to you.


Member Resources

Our Member Resources page is designed to help Funding Advantage members navigate their health plan.

  • Maximize their plan benefits
  • Find providers or pharmacies
  • Learn about Allied’s Discount Program - Membership is FREE!
  • Many of the plans have Spanish versions of the plan information


🔍 Not sure which plan you have?

Check your ID card for the name of your Funding Advantage plan


Self-Service Site

Log into your Self-Service Site to access everything you need to know about your coverage – 24/7.


Here’s what you’ll find:

  • Plan details: Benefits, coverage dates, and plan documents
  • Claims info: View payments and view your Explanation of Benefits (EOB)
  • Covered members: See who’s covered under your plan
  • Submit requests: Make changes to your coverage or update your address
  • Family access: Covered family members can grant you permission to view their claims


Need Help?

📞 Call Client Services at 800-825-7531

📧 Or email us at clientservices@alliednational.com

Form 5500 & PCORI Fees Due This Month

If you sponsor a calendar-year health plan, your Form 5500 and PCORI fees are due this month – by July 31.


Form 5500

To make this process easier, Allied National is here to help:

  • We sent you your 5500 Filing Worksheet in late May to help you get started.
  • We also created a dedicated page on our website with step-by-step instructions to assist you in completing Form 5500-SF and understanding your PCORI fee obligations.


PCORI Fee Rates

  • $3.47 per covered person (for plan years ending Oct. 1, 2024 – Sept. 30, 2025)
  • $3.22 per covered person (for plan years ending Oct. 1, 2023 – Sept. 30, 2024)


Visit our website today for detailed filing guides and support. Don’t wait—Allied is ready to assist you every step of the way.

View as Webpage

CONNECT WITH US!

Facebook  LinkedIn  X  Web  YouTube  Email

Allied National | www.alliednational.com

017s0725