Calculators

Payroll Tax Savings Calculator

Calculates how much employers can save on their employees' pre-tax HSA contributions.

HSA Contribution Calculator

Calculates max HSA contributions based on deductible, coverage type and other factors.

HSA Future Cost Calculator

Calculates projected annual cost of traditional plan vs. an HSA-eligbile plan based on adjustable trends.

HSA Future Balance Calculator with Beginning Balance

Enter your beginning balance. Then calculate future balance based on contributions, distributions, rate and time.
 

Comparison Dashboards

Out-of-Pocket Comparison Group

Compare out-of-pocket costs between a traditional and an HSA-eligbile plan for a group using four tier rates.

Out-of-Pocket Comparison Individual

Compare out-of-pocket costs between a traditional and an HSA-eligible plan for an Individual.
 

Proposal Systems

HSA Proposal - Monthly Premium with Renewal

Build an HSA plan by entering monthly rates.

HSA Proposal - 4-Tier Rates with Renewal

Build an HSA plan by entering four tier rates.

HSA Proposal 4-Tier

Build an HSA plan by entering four tier rates.

HSA Proposal Monthly

Build an HSA plan by entering monthly rates.

 

The above calculators/interactive tools links are provided by a third party vendor. These tools are meant for reference and are intended for illustrative purposes only. Tools do not predict or guarantee returns illustrated by the calculators. Neither UMB Bank n.a., nor its parent, subsidiaries, or affiliates are engaged in rendering tax or legal advice and calculators/tools are not intended as tax, financial, investment or legal advice. Please consult your tax or financial adviser to discuss your personal situation.