|
HSA
Custodian or Administrator
|
Total
HSA Accounts
|
Total
HSA Assets
|
Avg.
Number of Transactions per Month
|
Avg.
New Accounts per Month
|
|
ACS/Mellon
HSA Solution
Dallas/Pittsburgh
|
280,000.
|
$180
million.
|
N/A.
|
More
than 10,000.
|
|
American
Chartered Bank
Schaumburg,
Ill.
|
16,000.
|
$24
million.
|
N/A.
|
500
to 600.
|
|
American
Health Resources, Inc.
St. Charles, Ill.
|
16,125.
|
$21.5
million.
|
0.28.
|
"Extremely
variable."
|
|
Associated
Bank
Green
Bay, Wis.
|
11,155
as of January 2007.
|
$9.9
million as of January 2007
|
N/A.
|
N/A.
|
|
Baker
Boyer National Bank
Walla
Walla, Wash.
|
90.
|
$90,000.
|
N/A.
|
N/A.
|
|
The
Bancorp Bank
Wilmington,
Del.
|
69,000+.
|
$89
million.
|
63%
to 68% do not make a withdrawal from account in a given month.
About 11% conduct about one transaction.
|
N/A.
|
|
BASIC
HSA
Portage,
Mich.
|
7,000+.
|
$21
million.
|
N/A.
|
N/A.
|
|
Blackhawk
Bank Corp.
Beloit,
Wis.
|
2,600.
|
$3.65
million.
|
1.5
per client per month.
|
110.
|
|
Cornerstone
Community Bank
Grafton,
Wis.
|
900.
|
$1.5
million.
|
N/A.
|
N/A.
|
|
DataPath
Financial Services
Little
Rock, Ark.
|
9,651
as of January 2007.
|
$23
million as of January 2007.
|
0.6
per account per month.
|
333.
|
|
Discovery
Benefits, Inc.
Fargo,
N.D.
|
3,657.
|
$5.4
million.
|
2.5
per account (deposits and withdrawals).
|
250.
|
|
Exante
Bank
Salt
Lake City
|
300,000.
|
$420
million.
|
0.75
per account.
|
5,000
to 15,000.
|
|
Fidelity
Investments
Boston
|
17,000.
|
N/A.
|
N/A.
|
N/A.
|
|
Fifth
Third Bank
Cincinnati
|
27,000
as of June 30.
|
$27.3
million as of June 30.
|
N/A.
|
1,000.
|
|
First
American Bank
Elk
Grove Village, Ill.
|
6,420
|
$10.1
million.
|
1.94
per account.
|
250.
|
|
First
Horizon Msaver, Inc.
Overland
Park, Kan.
|
35,000.
|
$50
million.
|
N/A.
|
N/A.
|
|
First
HSA Inc.
Reading,
Pa.
|
29,000.
|
$42
million.
|
2.2
per account (deposit and withdrawal).
|
1,000+.
|
|
FlexHSA
Rosemont,
Ill.
|
11,500.
|
$28.75
million.
|
2
per account.
|
250
|
|
Fowler
State Bank
Fowler,
Ind.
|
480.
|
$1.02
million.
|
N/A.
|
4.
|
|
Great
Lakes HSA
Cleveland
|
7,500
|
$6.9
million.
|
90%
of employers contribute to employee HSAs.
|
100
|
|
HealthEquity
Salt
Lake City
|
20,000
as of January 2007.
|
$22
million as of January 2007.
|
Average
one deposit and one withdrawal per month.
|
"Varies
widely month to month."
|
|
Home
Federal Savings Bank
Rochester,
Minn.
|
350
as of February 2007.
|
$396,685
as of February 2007.
|
N/A.
|
N/A.
|
|
HSA
Bank
Sheboygan,
Wis.
|
176,625
as of July 31.
|
$430
million in total deposits ($379 million in bank deposits and $51
million in brokerage investments) as of July 31.
|
1.2
transactions (0.8 distributions and 0.4 contributions per account).
|
N/A.
|
|
hsa
Trustee Services
Lake
Geneva, Wis.
|
8,000.
|
$9.6
million.
|
About
one transaction per month.
|
350.
|
|
JPMorgan
Chase
New
York
|
200,000+
(based on ICDC estimates).
|
$200
million+ (based on ICDC estimates).
|
N/A.
|
N/A.
|
|
M&I
Bank
Milwaukee,
Wis.
|
12,500
as of January 2007.
|
$15.5
million as of January 2007.
|
N/A.
|
N/A.
|
|
National
Advisors Trust
Overland
Park. Kan.
|
8,533
|
$10.7
million.
|
Less
than one per month.
|
260.
|
|
PFPC
Worldwide (PNC Financial Services Group)
Wilmington,
Del.
|
30,214
as of January 2007.
|
$26
million as of January 2007.
|
N/A.
|
N/A.
|
|
The
Principal Financial Group
Des
Moines, Iowa
|
14,547.
|
$20.3
million.
|
N/A.
|
372.
|
|
SelectAccount
Eagan,
Minn.
|
53,049
HSAs (includes funded VEBA accounts).
|
Total
HSA deposits: $77.3 million.
|
N/A.
|
1,900.
|
|
State
Farm Bank
Bloomington,
Ill.
|
25,032
as of July 30.
|
$40.5
million.
|
N/A.
|
760.
|
|
Sterling
HSA
Oakland,
Calif.
|
11,000.
|
$20
million.
|
N/A.
|
N/A.
|
|
UMB
Financial Corp.
Kansas
City, Mo.
|
69,000.
|
$88
million+ in both FDIC-insured and brokerage assets.
|
N/A.
|
N/A.
|
|
U.S.
Bank
Minneapolis
|
25,000+
as of June 30.
|
$34
million+ in deposits as of June 30.
|
N/A.
|
N/A.
|
|
Wells
Fargo
San
Francisco
|
120,000.
|
$165
million.
|
N/A.
|
N/A.
|
|
Westfield
Bank FSB
Westfield
Center, Ohio
|
5,000.
|
$5.2
million.
|
N/A.
|
125
to 150.
|
|
N/A
= Not available.
Editor's
note: Unless otherwise noted, all data are as of July 1.
SOURCE
AND METHODOLOGY: Based on information supplied by company officials
and compiled by ICDC, August 2007.
|
