What Documentation Is Required for a Section 125 Benefit Plan?

Lumara Health25 May, 2026Business

A Section 125 benefit plan requires formal plan documents, employee election forms, payroll records, and compliance documentation. Lumara Health simplifies the process by managing compliance, administration, and implementation. The Lumara Plan combines Section 125, PCMP, and SIMRP into a fully managed employee benefits solution that helps employers reduce payroll taxes while improving healthcare access.