Optum Financial HSA Statement Q4 2025

--- ## Page 1 **Optum Financial®** **Account number:** 412231515 **Statement dates:** 10/01/2025-12/31/2025 ### HSA cash transactions | Date | Description | Withdrawals/Debits | Deposits/Credits | |---|---|---|---| | 10/31/2025 | Interest Payment | | $0.05 | | 10/31/2025 | Monthly Maintenance Fee | -$2.75 | | | 11/03/2025 | Printed Statement Fee - Q3 2025 | -$1.50 | | | 11/30/2025 | Interest Payment | | $0.05 | | 11/30/2025 | Monthly Maintenance Fee | -$2.75 | | | 12/31/2025 | Interest Payment | | $0.05 | | 12/31/2025 | Monthly Maintenance Fee | -$2.75 | | | | **Total** | **-$9.75** | **$0.15** | 2102-01-01-0148565-0001-01-49730 --- ## Page 2 ### Optum Financial® **P.O. BOX 271629** **SALT LAKE CITY, UT 84127-1629** Account number: **412231515** Statement dates: **10/01/2025-12/31/2025** --- **0148565 SP 2102 -C01-P48613-** **JOHAN JONGSMA** 851 BRIGHTWATERS BLVD NE SAINT PETERSBURG, FL 33704-3719 > Thank you for being a HSA (health savings account) customer since 06/2018. --- ### Coming soon: Your tax documents Your 2025 tax forms will be available by the end of January and delivered to you based on your communication preference. You may also sign in to your account to download them. --- ### Your quarterly HSA statement at a glance | | | |:---|---:| | Beginning HSA cash balance as of 10/01/2025: | $1,778.00 | | Ending HSA cash balance as of 12/31/2025: | $1,768.40 | **Your 2025 YTD contributions:** **$0.00** --- **$9,550** Your 2025 contribution limit\* | | | |:---|---:| | $9,550.00 | Amount you can still contribute | | $0.00 | Your YTD contribution | --- \* Your contribution amount can vary based on your Plan elections, eligibility and other factors. Please consult your legal, accounting or tax advisor to determine the amount applicable to your situation. --- ### Helpful tips **Contribute** Leading financial advisors consider HSAs one of the most powerful savings accounts due to it's pre-tax savings and unlike a 401(k), you can access and use your HSA for eligible expenses at any time before retirement age. **Invest** Take your HSA beyond medical cost savings. You may be able to use it as a smart investment option that can help you build a financial plan for today and tomorrow.