About
Everence Federal Credit Union health savings accounts (HSAs), administered by Everence Insurance Company, are designed to help you save and pay for qualified medical expenses. You can make tax-deductible contributions and withdraw money tax-free to pay for medical expenses. Your earnings are never taxed as long as you use the money in your account for qualified medical expenses. And, there’s no “use it or lose it” rule – the money in your account carries over from year to year.
HSA Program Features
- FDIC or NCUA Insured:
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- Min Balance to Open:
- $5.00
- Features:
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- Debit Card
- Checks
- Investment Options
HSA Interest Rates
$0.00+ | 0.50% APY |
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Fees
Monthly Maintenance Fee | $3.00* |
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Account Opening Fee | Unknown |
Account Closing Fee | $25.00** |
* Waived for balances over $1,000 **If account is closed within six months of opening
HSA Investment Options
Mutual Fund Platform:
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Self-Directed Brokerage:
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CDs:
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Other:
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Mutual Fund Details
Investment Threshold: $1,000
Investment Fee: A 0.125% quarterly investment asset management fee ($1.25 per $1,000 balance, $2.50 minimum) will be deducted from your mutual fund account, but there are no separate fees or sales charges for your investment transactions. The maximum annual fee is $500.
Investment Fee: A 0.125% quarterly investment asset management fee ($1.25 per $1,000 balance, $2.50 minimum) will be deducted from your mutual fund account, but there are no separate fees or sales charges for your investment transactions. The maximum annual fee is $500.
CDs Details
- $500 minimum investment
- 12, 24, and 36 month certificates available
Contact Information
General Information
Website | Everence Federal Credit Union's HSA Website open_in_new |
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Address | 1110 N. Main St. Goshen, IN 46527 |
Customer Service
Mailing Address | HSA Services P.O. Box 483 Goshen, IN 46527 |
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Phone Number | 800-348-7468 ext. 2460 |
Email Address | [email protected] |