Erisa Trust Company:
Simple. Secure. Savings.
Erisa Trust Company was chartered in early 2018 in the state of New Mexico. We are dedicated to serving clients through Health Savings Account administration for individuals and organizations of all sizes.
Our founder began his employee benefits administration career in 1968 with clients across the United States, including individuals, government entities, corporations large and small, and labor union sponsored Multi-Employer Plans.
We pride ourselves in offering individual attention, outstanding customer service, user-friendly IT systems, and versatile investment choices.
When you choose to partner with Erisa Trust Company, we will support you at every step of the onboarding process. Our customer service team is dedicated to providing you with individual attention and regular communication to ensure mutual success for you as an individual or organization..
If you or your company are looking for a solution to help save on healthcare costs and options that will fit you and your needs, contact us by email at email@example.com or by phone at (505) 216-7800.
Our sole corporate focus is to provide professional services on tax-favored savings plans including the administration of Health Savings Accounts.
What We Offer
We provide a smooth, easy-to-use portal for all account holders, whether an individual or an employer, to easily access and review their accounts. The online portal is a one-stop resource for all your HSA needs, allowing you to:
- File Claims
- Upload Receipts
- Update Information
- Request debit cards
- Manage Investments
- View account statements
All account holders will receive access to the portal, along with access to a mobile app, available through the Apple and Android stores, so you can do all this right from their phones. The app even includes an item eligibility scanner, so that you can see whether an item is eligible even before you buy it.
Account holders will also receive their own debit cards that they can use to pay for eligible expenses out of their account right at the store.
Monthly fee - $4.00 per account per month
Additional Card fee - $10 per card
Setup fee - $5
Monthly Statement Fee - $2 per statement (paper only, waived if switch to digital statement)
Check fee - $2.00 per mailed check
Erisa Trust Company is a chartered financial institution regulated by the State of New Mexico. It is a member of the Better Business Bureau of New Mexico and Southern Colorado. Its executives are members of the International Foundation of Employee Benefit Plans and the Society of Human Resources Management.
Erisa Trust Company maintains professional liability insurance and cyber-crime and digital-security insurances to protect our clients.
Erisa Trust Company has partnered with several organizations to provide you with the best possible service.
- Healthcare Bank, an FDIC institution, provides custodial service as well as optional investment in selected mutual funds
- Bancorp, provides debit card issuance and processing services
- Charles Schwab, provides Brokerage Account Services
- WEX Health, provides cloud-based IT system and mobile applications
The founder of Erisa Trust started his employee benefit administration career in 1968. During the span of 52 years, his companies served major government entities, educational institutions, financial institutes, and regulatory bodies. An especially important segment of his clientele was the Taft Hartley qualified Multi-employer plans. His services cover participants throughout the U.S. and gained the acceptance and approval of those who he served.