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Section 125

Flexible Spending Account

The Section 125 plan also lets you redirect a portion of your pay, through the convenience of payroll deduction, to create a spending account for healthcare and/or dependent care expenses. The money that goes into your spending account(s) is deducted on a pre-tax basis. This means that the money is deducted from your pay before federal, state and social security taxes are calculated. Because you do not pay these taxes on money that goes into your spending accounts, you decrease your taxable income – and increase your take home pay.

More Information:

In estimating your election amounts for the medical, limited and/or dependent care accounts, remember all expenses must be incurred between January 1, 2024 and December 31, 2024*. Estimate conservatively, as unused funds at the end of the plan year are forfeited (lose-it-or-lose it). To help estimate your annual FSA election, please refer to the Election Worksheet in the "Learn More" section below. Medical and Dependent Care amounts are not “transferable” between accounts. For a complete description of the plan, refer to the Flexible Spending Account Plan document here, in the "Learn More" section below, or you can obtain a copy from the Business Services Department.

How much money should you put into your spending account? That depends on your expenses. We recommend you review eligible expenses for the last few years to predict your expenses for 2024. During your enrollment, you’ll elect an annual contribution amount which will then be deducted from your paycheck in equal monthly installments. 

Consider how much to put aside carefully, once you make your choices, your contributions will remain unchanged unless you experience a qualifying change in family status. The changes you request must be consistent with the status change event.

Newly-hired employees

For newly hired employees, your elections should be calculated based on your anticipated expenses from your hire date through December 31, 2023 or December 31, 2024, depending on your insurance effective date. To determine your monthly contribution amount, divide your anticipated expenses by the number of months remaining in 2023 or 2024 as applicable.

Contact Surency

Customer Service: 866-818-8805, choose the option for Surency Flex

Qualifying Status Change

LSR7 Section 125 Options

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LSR7 Benefit Stories

I cannot say enough good things about the Complete Health and Wellness Center! Every single time I have interacted with staff they have been welcoming and kind. I had a telehealth appointment scheduled and after talking through my concerns, Shelly Lynch had me come on in to the clinic for an in person exam so that she would be able to refer me on to additional services. The staff is accommodating, understanding, and very professional. What a great benefit for our LSR7 staff!

- Ashley Brouillette, Teacher, PVE

Erin Jensen helps me with any questions I have, it does not matter what it is!!! I have her in my phone for quick dial because she seriously is my "Go To" person! And if she does not know the answer, which by the way is not often, she will find out for me and get right back with me. She is awesome!!

- Debbie Griffey, Production Staff, HHE Cafeteria

I came to the CHWC with some symptoms that were fairly severe. Not only did the provider I saw take plenty of time to consider a variety of possible causes and remedies, but also offered help with follow-up questions and emailed me several resources. They called a week later to check on how I was doing and continued to offer support weeks after my initial visit. The care I received from the provider, nurses, and other staff at CHWC was far beyond any medical care and follow-up I have ever received.

- Sarah Courtney, Teacher, LSNHS

The drive-up COVID testing was easy and fast with a friendly nurse. And, the follow-up provided helpful, practical advice. I learned things about COVID from the Center's nurse practitioner that I'd never heard before elsewhere! The Wellness Center is a gr8 benefit to employees, and this is not my first positive experience. Through the annual health assessment report (and accompanying LSR7 Inspiring Balance Employee Wellbeing Program), I have improved most all of my "stats and digits."

- David Jackson, Admin Secretary, HPE

I've received great care here for a couple years, but started using them more for my kids as well. Yesterday my daughter woke up with extremely swollen lymph nodes in her neck, fever and sore throat. There were no appointments available so I messaged her provider asking if she could be squeezed in and THEY DID! We weren't treated like an after thought; Lisa was still very thorough and took the time needed to give a proper diagnosis."

- Jennifer Holbert, Admin Secretary, Nutrition Services

Erin Jensen has been so very patient and helpful in assisting me with all the necessary details to complete the new hire beneifts packet. I know that she (as well as others in the Beneifts department) are extremely busy processing important information for many others in the district, however, she in particular has been a "jewel"...Again, Thank you Erin, YOU ROCK!!

- Michell Owens, Teacher, LSNHS

The receptionist greeted me with a smile under her mask and she worked to get me in safely to the clinic. The nurse worked patiently to verify which lab work my doctor was requesting. I appreciate them working in a safe and friendly manner.

- Susan Murphy, Paraprofessional, GBEEC

Your specific rights to benefits under the Plans are governed solely, and in every respect, by the official Plan documents and insurance contracts, and not by information included in this website. If there is any discrepancy between the descriptions of the Plans as described on this website and the official Plan documents, the language of the documents shall govern. Lee’s Summit School District also specifically reserves the right to revise, modify or terminate the Plans at any time.