Health Reimbursement Account

The following HRA benefit is available to Local 81 Contractual Employees. 

Non-contractual employees check with your employer to see if the HRA Plan will be offered to you.  

Your HRA is a reimbursement account offered by your employer as part of your benefits package. Your employer sets up and funds the account to reimburse you for your eligible out-of-pocket health care expenses. You can use your HRA funds throughout the coverage period to pay for eligible HRA expenses. 

Each plan year your employer contributes a specified amount to your HRA — you cannot make an additional contribution. You are not taxed on the value of your HRA or the reimbursements you receive from the account. Note: Expenses reimbursed under your HRA may not be used to claim any federal income tax deduction or credit.

Reimbursement Requests

Important: All claims must be submitted for processing within 12 months of the date of service.

Send your claim form and all supporting documentation to: 

Bay Area Roofers Health & Welfare
Roofers Local 81
P.O. Box 5057
San Jose, CA 95150 Attn: Stephanie Santos

Supporting Documentation

  • For office visits and other services— Your health plan’s Explanation of Benefits (EOB) statement or an itemized receipt or bill from the provider that includes the patient’s name, a description of the service, the original date of service and your portion of the charge.
  • For prescription drugs— A pharmacy statement or receipt from your pharmacy including the patient’s name, the Rx number, the name of the drug, the date the prescription was filled, and the amount.
  • For over-the-counter medicines— A written or electronic OTC prescription along with an itemized cash register receipt that includes the merchant name, name of the OTC medicine or drug, purchase date, and amount, OR a printed pharmacy statement or receipt from a pharmacy that includes the patient’s name, the Rx number, the date the prescription was filled, and the amount.
  • For over-the-counter health care-related products— An itemized cash register receipt with the merchant name, the name of the item/product, date, and amount.

Credit card receipts, canceled checks, and balance forward statements do not meet the requirements for acceptable documentation.

For some expenses, a Medical Determination Form from a doctor may be required.

Questions?

For answers to your questions about your HRA, please contact Stephanie Santos at United Administrative Services, (408) 288-4447