Calculators

Payroll Tax Savings Calculator

Calculates how much you can save on your employees' pre-tax HSA contributions (Note: this is a spreadsheet file download).

HSA Contribution Calculator

Calculates max HSA contributions based on deductible, coverage type and other factors.

HSA Future Cost Calculator

Calculates projected annual cost of traditional plan vs. an HSA-eligbile plan based on adjustable trends.

HSA Future Balance Calculator with Beginning Balance

Enter your beginning balance. Then calculate future balance based on contributions, distributions, rate and time.

Comparison Dashboards

Out-of-Pocket Comparison Group

Compare out-of-pocket costs between a traditional and an HSA-eligbile plan for a group using four tier rates.

Out-of-Pocket Comparison Individual

Compare out-of-pocket costs between a traditional and an HSA-eligible plan for an Individual.

Proposal Systems

HSA Proposal — Monthly Premium with Renewal

Build an HSA plan by entering monthly rates.

HSA Proposal — 4-Tier Rates with Renewal

Build an HSA plan by entering four tier rates.

HSA Proposal 4-Tier

Build an HSA plan by entering four tier rates.

HSA Proposal Monthly

Build an HSA plan by entering monthly rates.

Introducing UMB HSA Saver

UMB HSA Saver is a unique investment platform designed with ease in mind. Account holders can easily research, buy and sell funds with a couple clicks.

Webinar Recording How Benefits Might Change in 2017

Join our team of industry experts for a lively discussion about each candidate’s healthcare platform—where they’re aligned and where they differ—and the potential impact their plans could have on employee benefits and businesses.‡

Take the guesswork out of HSA Administration

The UMB HSA empowers you with robust analytics, reporting tools and the communication support you'd expect from a top 10 HSA custodian