About
Sterling Administration is a privately held, financially self-sustaining company. Our full suite of products includes HSA, HRA, FSA, POP, COBRA, ERISA Wrap, Form 5500 Filing, PPACA Compliance Services, and an online employer benefits enrollment platform called Benefit Solutions. This is what we do. It’s all that we do and we are committed to making the complex simple for our clients and partners.
HSA Program Features
- FDIC or NCUA Insured:
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- Min Balance to Open:
- $100.00
- Features:
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- Debit Card
- Online Banking
- Investment Options
HSA Interest Rates
| $500.00 - $4,999.99 | 0.10% APY |
|---|---|
| $5,000.00 - $9,999.99 | 0.20% APY |
| $10,000.00 - $14,999.99 | 0.30% APY |
| $15,000.00+ | 0.45% APY |
Fees
| Monthly Maintenance Fee | $2.50 |
|---|---|
| Account Opening Fee | $0.00 |
| Account Closing Fee | $0.00 |
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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Self-Directed Brokerage Details
$16.00 Annual Fee (two transactions per year free of charge). To self-direct investments, Sterling accountholders may transfer funds in their HSA account to a joint brokerage account titled "Sterling HSA Administrator For The Benefit Of (Name Of Sterling Accountholder)". Once the joint brokerage account has been set up and the accountholder has completed a Sterling Transfer of Assets Form, Sterling will transfer funds from the HSA account to the joint brokerage account. Additional brokerage fees may apply. Check with your broker-dealer for details.
Contact Information
General Information
| Website | Sterling Administration's HSA Website open_in_new |
|---|---|
| Address | 1000 Broadway #250 Oakland, CA 94607 |
Customer Service
| Mailing Address | Sterling Administration P.O. Box 71107 Oakland, CA 94612 |
|---|---|
| Phone Number | 800-617-4729 |
| Email Address | [email protected] |