Company Info

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.

Fee Structure

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

Credentials

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.