Purpose

This report displays contributions and expirations of funds for your employees’ benefits. These are notional money movements that impact the balances available to users but do not have a cash impact on your account until spent. It can be used to verify employees received correct and timely contributions and expirations.

Accessing the report

To view the report, click on “Reports” from the menu bar on admin.getbenepass.com and select the “Contributions and Expirations” tab.

Using the report

Transaction types

This report displays two types of transactions:

• Contributions
• Expirations

Contributions are notional money movements that increase an employee's available, spendable benefit balance by the contributed amount.

Expirations are notional money movements that decrease an employee's available, spendable benefit balance by the expired amount.

Contribution source

This report specifies the source of each contribution under the “Contributed by” field. Funds from the employee are labeled as “employee” and funds from the employer are labeled as “employer”. There is no fund source for expirations.

• The report can also be filtered based on this value.

Questions? We are happy to help! Please reach out to the Benepass Admin Support Team by emailing admin@getbenepass.com.