On this page, you can download important benefits forms and access helpful videos, articles, brochures and more to learn about our services. Simply enter what you are looking for in the search tool to find all the information that fits your criteria.
FILTER
CLEAR
White Paper
This white paper from HCAA explores the benefits and advantages of working with TPAs and using self-funded health plans.
FAQ
When are funds for my adoption assistance FSA available? What expenses qualify and what can I expect with tax savings? Get answers to all these questions and more in our adoption assistance FSA FAQ.
Podcast, Video
Visit ahealthcarez.com for more than 300 health care finance videos from Dr. Eric Bricker, an internal medicine physician and former Co-Founder and Chief Medical Officer of Compass Professional Health Services.
Video
Watch this video to learn how to use and identify important information on your TrueCost ID card.
Article, FAQ
Learn what self-funding is, who uses it, and how self-funded plans are regulated in this article from selffundingsuccess.com.
Article
Comparing the difference between ASO and TPA can be similar to comparing a mass produced chain burger with a specialty burger restaurant. While they appear to function in a similar fashion, there's a whole lot more to them once you look beyond the bun.
Brochure
Ensure balance bills are contained and payments are capped with Balance Bill Safeguard.
Case Study
Learn how Custom Design Benefits made it easy for Springfield Township to move from fully insured health care benefits to a self-funded plan.
Case Study
Learn how Custom Design Benefits helped procure a benefits plan that was endorsed by employees and saved Holland Roofing 47% on benefits costs.
Case Study
Find out how a building materials supplier helped improve employee recruitment using Custom Design Benefits’ reference-based pricing plan.
Case Study
Using self-funded insurance and a specialty drug program, Custom Design Benefits helped one company save $100,000 in four months.
Brochure
Avoid compliance pitfalls with COBRA administration by Custom Design Benefits.
FAQ
How much can I contribute to a dependent care FSA? When are funds available and what documentation do I need to submit a claim? Get answers to all these questions and more in our dependent care FSA FAQ.
Form
Download the form to authorize a direct deposit for an FSA or Health Reimbursement account.
Video
Watch this video to better understand how reference-based pricing works and how it can help employers save more than traditional network-based pricing.
Video
Watch this video to learn the reasons why more than 2/3 of employers choose self-funded insurance over traditional insurance options.
FAQ
Answer these 10 questions to find out if your organization could benefit from a Third Party FMLA Administrator.
Article
Find out how reference-based pricing plans can give employers access to provider direct contracts to more accurately predict healthcare costs.
Brochure
Make better data-driven decisions about your company’s health benefits plan with Executive Analytics from Custom Design Benefits.
FAQ
What’s the benefit of an FSA? What expenses qualify and how do I submit a claim? Get answers to all these questions and more in our FSA FAQ.
Brochure
Learn about FSAs and how you can save $25-40 for every $100 you spend on health care services.
Brochure
Learn more about our leave administration tools that help employers improve record-keeping and stay in compliance.
Glossary
What’s the difference between in-network coinsurance and in-network copayment? What do the terms specialty drug costs and balance billing mean? Get the definitions to these common health coverage terms and more in our glossary.
Article
Read about five cost levers employers can use to offer improved benefits while keeping costs in check.
Brochure
Custom Design Benefits offers two health reimbursement arrangement options – a qualified small employer HRA and individual coverage HRA.
FAQ
What are the advantages of an HSA? How much can I contribute and will my funds roll over each year? Get the answers to these questions and more in our HSA FAQ.
Brochure
Make health care dollars go further with pre-tax contributions and tax-free growth.
Article
Check out this article featuring Custom Design Benefits’ history as a company and our range of services in Rough Notes magazine.
Article
What is Population Health Management and how can it be used to combat the rising cost of health insurance? Read our article to learn more about it.
Article
Find out how employers have lowered their pharmacy spend by 20-25% using reference-based pricing in this article from Employee Benefit News.
How To
How To
How To
Brochure
Learn how to register for our custom flex portal.
Brochure
Learn how to register for our member website portal powered by VBA.
Video
Watch this video to learn how to find and use a health care provider who accepts the TrueCost Plan.
Form
Complete this form to initiate a direct transfer of funds from your HSA to Healthcare Bank.
Video
Watch this video to learn how a hybrid insurance plan (HIP) utilizes the best of two plans, fully insured and self-funded insurance, to offset rising premiums and avoid cost-shifting to employees.
Brochure
A Hybrid Insurance Plan (HIP) provides flexibility and creativity to manage healthcare costs.
Brochure
Find out how an insurance plan that combines self-funded insurance and a traditional insurance plan could potentially save employers 25-50%.
Podcast
In this episode of the DH+ INSPIRE podcast, we had the pleasure of enjoying an insightful conversation with Custom Design Benefits CEO and President Julie Mueller. Custom Design Benefits, one of the Midwest’s largest independent, full-service Third Party Administrators of self-funded health benefit plans, has long been dedicated to providing excellent cost containment solutions.
Brochure
Learn more about the benefits businesses of all sizes can experience with an individual coverage HRA (ICHRA).
FAQ
Custom Design Benefits offers our health care provider partners an automated IVR system to access member information. To learn how to use the system, please read our IVR FAQ.
Article
Make sure to ask these questions from selffundingsuccess.com before deciding whether to take the next step with a self-funded insurance plan.
Brochure
Specialty alternative funding solution provides up to 58% savings on specialty medications.
Brochure
Experience all the benefits of self-funding with reduced financial risk with a level-funded health plan.
Brochure
Promote healthy habits and overall well-being by creating your fully customizable, post-tax lifestyle spending account.
Brochure
Find out how you can save money on dental and vision care with a Limited Purpose FSA.
FAQ
What is the purpose of a limited FSA? What expenses are eligible and what documentation do I need to file a claim? Get the answers to all these questions and more in our limited healthcare FSA FAQ.
Article
Learn how evidence-based pharmacy risk management can combat wasteful drugs on formularies to provide safe and effective medications while reducing plan spending in this article from L.G. Hanzel, a pharmacy risk management strategist and RxResults, a joint collaborative with the nationally recognized University of Arkansas for Medical Sciences.
Form
Download the form and submit to CDB to have your other insurance information updated.
FAQ
Find out what products qualify for tax-free reimbursement.
Brochure
What do you do when reasonable efforts fail to resolve a balance bill? You rely on Patient Defender.
Brochure
Learn more about the benefits of CDB’s population health management services and how you can implement strategies to keep employees healthier.
Brochure
Quickly and easily submit a prior authorization to CDB through the Provider Portal. If you aren't registered for the portal, please call CDB at 800.598.2929 and ask for a registration code.
Brochure
Our secure online provider portal gives you 24/7 access to the information you need to coordinate patient care. Find out how to register with this brochure.
Brochure
Learn more about the benefits small businesses with fewer than 500 employees can experience with a qualified small employer (QSEHRA).
Form
Download the form to authorize disclosure of protected health information.
White Paper
How can the removal of waste from drug formularies help companies and employees achieve savings? Download this guide from the John Hopkins Drug Access and Affordability Initiative, the Pacific Business Group on Health, and Integrity Pharmaceutical Advisors to find out.
Form
Download this form to request a proposal from Custom Design Benefits to get more details on how our self-funded cost containment strategies can work for you.
Video
Learn more about the differences between fully-insured and self-funded insurance plans in this informative and entertaining video from the insurance brothers.
Brochure
More and more, prescription drug costs encompass a larger share of an employer’s medical spending plan. Prescription drugs accounted for a median of 21 percent of employers’ health care costs in 2021, increasing to 27% in 2023, with more than half of pharmacy spend going to specialty medications.
Brochure
Access the alternative funding market for specialty medications with Paydhealth.
Form
Download the form to submit a change of name, address, status or election amount.
Brochure
Learn why SupportLinc from CuraLinc is different than other Employee Assistance Programs.
Brochure
Features of SupportLinc Employee Assistance Program from CuraLinc.
Brochure
Overview of SupportLinc EAP from CuraLinc.
Brochure
Learn more about comprehensive physical and mental wellness programs that employees can access from their phone, computer or mobile device.
Article
There’s a better way to combat rising health care costs than using ineffective and outdated cost-shifting strategies.
Article
From minimal rate increases and savings to employee retention and more, self-funded health plans provide many advantages. You can read about each one in this article from selffundingsuccess.com.
White Paper
Why do organizations of all types and sizes look to self-funding as the solution to the rising cost of health care? Find out in this white paper from the Self-Insurance Educational Foundation.
Podcast
Join in on the conversation with host Ramesh Kumar, CEO and Co-Founder of zakipoint Health, as he interviews key self-funding experts and dives deep into impactful topics and perspectives surrounding the self-funding industry.
FAQ
Is a work carpool eligible for tax-free reimbursement? What documentation do I need to submit a claim and is the cost of gas to and from work covered? Get answers to all these questions and more in our transit/parking FSA FAQ.
Brochure
Learn more about the benefits employers, employees and health care providers can experience with transparent and fair reimbursement.
Article
Behavioral telehealth services offer employees and employers many benefits beyond cost savings and improved outcomes. Read about them and more in this article.
Brochure
Find out how self-funded health plans can offer your company several benefits, such as improved cost-savings, benefits flexibility and more.
Brochure
Get more information about how TrueCost works to reimburse health care providers at an appropriate amount and how to make sure your doctor accepts the plan.
Can’t find what you’re looking for?