Getting Started

Before you can begin pre-tax payroll deductions for eligible Section 125 expenses, you need to have Cafeteria Plan Documents in place.  In order to have PBS, Inc. prepare the documents, you will need to complete a Document Preparation Sheet.  Click on  Documents. You will find preparation sheets for all the plan documents. You will also need to complete a service agreement.  A Full Agreement is required if you are going to be utilizing our monthly administration services.  A POP Agreement is required if you only want us to set up a Premium Only Plan or self-administered HRA Plan for you.

Prior to completing any forms, please review our Fee Schedule and our Cafeteria Plan Questions and Answers. You may also want to review the information on the Premium Only and Full Cafeteria and HRA Plan pages.

Remember, an IRS form 5500 and any related schedules may need to be completed for your Section 125 Cafeteria Plan each year.

If you have any questions, please call us during normal business hours at 1-800-982-2012 or email us at cafeteria@profben.com .

Mail or fax your completed Document Preparation Sheet and appropriate Agreement to PBS, Inc.  Fax number is (503) 364-6901.  Mailing address is:  1193 Royvonne Ave S.E., Ste. 22, Salem, Oregon 97302.

Related Facts

• All Section 125 plans must have a document.
• There are a number of types of plans.  Please check our other pages for information on Premium Only, Full Cafeteria and HRA plans.
• Plans are inexpensive to set up and easy to maintain.