Ok to run 1095C for SBM. Thanks!

Hi Jennifer Leugers,

This group has been run. Please refer latest run dated "12/4/2017 9:45:36 PM" for verification.

Observation:
Last year,this group had 1H-2E (Multi-employer)codes set for some of the employee group.
While running this year report,1H-2E codes did not come for any of the employees.
Also you can see from analysis report -> Code analytics sheet that MEC indicator for all the months is coming up as NO. Can you please confirm this.

In case 1H-2E is to be furnished, Please go to ACA Customization tile -> ACA 1095C Class Wise Configuration tab.
Enter From date as '01/01/2017' ,To date as '12/31/2017' and enter the line 14 and line 16 code. Select the eligibility rule containing the employee for which 1H-2E is to be furnished and save this customization.

1095C report need to be re-run with apply class wise configuration flag as yes.
Please assign this jira back,in case report need to be re-run.

Hi all - I'm not 100% sure on what I need to do with this group but we did just receive the attached Excel spreadsheet which defines which groups are offered SBM benefits, which are offered Union benefits but still need to be tracked and which should be eliminated. As we are short on time due to the holiday, I'm hoping you can assist with the customization and run the forms tonight. The password on the file is Aca2017!

This is from the client -

Attached please find the Union Code list with comments under each tab. Please remember that ALL union codes need to be tracked for ACA. However, some of the Union codes are offered Union Benefits others are offered SBM Benefits. I have noted which benefits are applicable on the Union codes to review tab.

Hi Jennifer Leugers.

We have created a new Generic Eligibility Rule ( Rule_272_addedBenefits ) in which we have added all the Class 2 mentioned under Union Codes review tab (excluded which were marked as green - NUNHRLY & PRSLSRY ). Also we have created a new Rule ( Union Coverage Rule-2017 ) for Union Coverage offered employees and have created Class wise configuration under ACA Customization with codes 1H/2E.
We have run the report by selecting the rule "Rule_272_addedBenefits" as Generic Eligibility Rule for the report.
Please download latest run "12/21/2017 12:46:17 AM" for verification.

Observations -

1. MEC indicator for all the months is coming up as NO.

CC Nandkumar Prabhakar Karlekar Ramya Tantry Smita Pawar

Hi all - the Excel doc is more than 100000 lines so it will not download. Please assist.

Hi Jennifer Leugers,

We have uploaded the excel file on EBS FTP Server. Path - /users/workterraaca/_Tax Year 2017/SBM/SBM_ACA1095C.xls
Note - You can download the file at your end too, but it takes time.

CC Nandkumar Prabhakar Karlekar Ramya Tantry Smita Pawar

Hi all - we received more data from the client on which class codes receive Union benefits (should be a 2E) and which are offered SBM benefits. Could you please update our list and re-run their forms? Thanks!

Hi Jennifer Leugers,

We are looking into this, we will let you know on Monday.

Thanks,
Revan

Hi Jennifer Leugers,

This group has been re-run by updating the class2s to reflect the codes as 1H/2E.
Please find the below run details for verification.

Please find the analysis report on ftp path : /users/workterraaca/ACA2018/WT-12491

Below sample employees are checked whether reflected the codes as 1H/2E .

BISRAT ABAY: This employee belongs to class 2 -1STLOF and his codes are reflected as 1H/2E.
ENEDINA ACEVEDO: This employee belongs to class 2-105DDF and his codes are reflected as 1H/2E.

In provided list below class names are not found in the system ,

• NUBW5NUBW6
• NUHMANUHOR
• 77B2P
• 77BAO
• 877B4

We have created the new updated class 2's eligibility rule named 'Cloned Union Coverage Rule-2017' and used for Class wise configuration to reflect the codes as 1H/2E.

Thanks,
Revan

Hi all - could you please download the forms and put them on our FTP? We are having troubles downloading the actual forms.

Hi Jennifer Leugers

We have downloaded the '1095C for SBM' reports of SBM_2018''.
We have uploaded reports at EBS FTP. Details of uploaded reports are as follows.

URL:https://ftpsecure.ebsbenefits.com
Path:/users/workterraaca/_Tax Year 2017/SBM/Feb 02 2018
File Name:1095C_for_SBM_20180131155712_2985.zip

Observartions: 1.Verified all valid codes are reflecting on Data analysis report.
2.MEC indicator is marked as 'YES' for all 12 months.

Let us know, if you need any additional information.

Thanks!

Hi all - this client runs their own forms and they need a sample cover letter the way it is going to be when we consolidate. Since this is such a big group, I don't want to consolidate them just for a sample since the forms have not been approved. Is there a way you can give me a PDF of the cover letter with the address box so they can order their envelopes?

Hi Jennifer Leugers

PFA PDF of Cover letter with address of an employee on it.Sample Cover Letter.pdf
Let us know if you need any additional information on this.

Thanks!!

Hi all - the client is questioning why employee Connie Arana does not have the 2C on line 16 as they were enrolled in the MEC plan. I figured it was because we don't have the MEC plan set up as an ACA minimum value, minimum standard plan. Here is what the client said -

These plans do not meet minimum value but are not required to in order for the employee to have the minimum coverage standard. These plans do meet the minimum coverage standard. Minimum value and affordability apply to the employer mandate.

How should we set this up in the system?

Hi Jennifer Leugers,

Employee Connie Arana is enrolled in plan "MEC Preventative + Limited Medical Buy Up" for year 2017.This plan is not marked as ACA plan.Hence this plan is not considered in 1095C processing.Code are reflected as per other offers available to the employee.

We marked "MEC Preventative + Limited Medical Buy Up" plan as ACA and MEC plan. This plan is not marked as minimum value plan.
We have re-run the report.Please refer latest run for verification.
In latest run, Connie Arana is getting 2C in line 16.
Please use comparison report to verify changes with previous run. Comparison report mostly shows changes from 2F to 2C and since we have added "MEC Preventative + Limited Medical Buy Up" as ACA plan,Covered individual part also shows changes.
Please confirm these changes.

Hi all - as was the case in previous runs, we are not able to download the reports as they are too big / too many lines. Please provide copies onto the FTP site as you did with the other runs. Thanks!

All of the MEC plans should have been marked as ACA. I've done so within the customization and re-run the forms. Please refer to the latest run when you do the Excel and forms to the FTP

I also was not able to run the comparison file (shows up blank) so please load that tto the FTP as well (comparing 1.31.18 to the one 12.12.18 at 1:57). Are we going to make the comparison easier to download next year? It is a bummer I can't get them to come up pretty often.

Hi Jennifer Leugers,

Since MEC plan were marked as ACA, employee eligibility needs to be processed again to check the offers for employee.
Since in last run,it was not marked,We have re-run the report with process eligibility.
Also process eligibility takes time(almost 1 hour) as this company has large number of employees and some of the generic eligibility rules are also complex.Currently we have locked the eligibility i.e even if you run the report,eligibility will be skipped.
Usually,eligibility need not be run if there are no ACA customization or Employee data changes.

However,we have re-run the forms and have uploaded Analytics report,Comparison report and Zip file on FTP.
URL:https://ftpsecure.ebsbenefits.com
Path:/users/workterraaca/_Tax Year 2017/SBM/Feb 13 2018

For Comparison report, Run 1 is the run dated "1/31/2018 3:57:12 PM" and Run 2 is the latest run dated "2/13/2018 12:53:41 AM".
We know that comparison report has some issues and have noted in our learning.

CC:Nandkumar Prabhakar Karlekar,Smita Pawar,Revansiddha Gaur

Hi all - why are the MEC enrollments still not showing up? Example would be Yolanda Espinoza. We are showing a 1E/2F for her when she was enrolled in the MEC Preventive Medical plan.

Hi Jennifer Leugers,

MEC Preventive Medical plan was not marked as ACA plan.So it's enrollment was not showing up.
We have marked that plan as ACA and re-run the eligibility and report.

We have uploaded Analytics report,Comparison report and Zip file on FTP.
URL:https://ftpsecure.ebsbenefits.com
Path:/users/workterraaca/_Tax Year 2017/SBM/Feb 15 2018

For Comparison report, Run 1 is the previous run and Run 2 is the latest run.

CC:Nandkumar Prabhakar Karlekar,Smita Pawar

HI all - one last change (I hope). The client wanted us to remove the Part Time MEC plans so I've done that. I'm expecting those individuals that were enrolled in those plans to now show a 1H/2B (such as Veronica Acosta for January). Please re-run and confirm the above tonight if at all possible. Thanks!

Hi Jennifer Leugers,

Even if those are removed,employees will not get 1H/2B for following reasons:-
1. Employees are full time by default.
2. Employees are eligible for the plan "MEC Preventative + Limited Medical Buy Up Union GF" from 01/01/2017-12/31/2017.
So this plan gives 1F code.

Since you are expecting 1H/2B because,they are part time,but as per data in system,there is no pointer in the system to consider it as part time. Please provide us a pointer on how to consider part time employees so that we can apply some logic from back-end or provide us with correction sheet,which can be imported.

However,we have re-run the employee eligibility and report and have uploaded Analytics report,Comparison report and Zip file on FTP.
URL:https://ftpsecure.ebsbenefits.com
Path:/users/workterraaca/_Tax Year 2017/SBM/Feb 16 2018

For Comparison report, Run 1 is the previous run and Run 2 is the latest run.

Hi Jennifer Leugers,

As per your attached screenshot of class3,we made assumption that class3 is the decided factor for Part time.
Hence we made a class wise rule, selecting only part-time of Class 3. Please refer attached screenshot.

For this Part Time class wise rule,we provided codes as 1H-2B. So 1F/1H codes will be over-written by 1H-2B.
We have re-run the report after making these changes.
We have verified some of the employees:
1.VERONICA ACOSTA - 1H-2B for Jan-Feb
2. LAVERN ADAMS - 1H-2B for March
3. LINDA ALLEN - 1H/2B for Jun-Sept

We have uploaded Analytics report,Comparison report and Zip file on FTP.
URL:https://ftpsecure.ebsbenefits.com
Path:/users/workterraaca/_Tax Year 2017/SBM/Feb 19 2018

For Comparison report, Run 1 is the previous run and Run 2 is the latest run.

In-case if any of the class 3 is to be considered as part time other than the checked,then report need to be re-run again.Please let us know if this satisfies client's request.

Hi all - the client has approved their forms and I've finalized in WT. Due to their size, could you please run their consolidated forms and put them onto the FTP site? Would be great if it could be done tonight. Thank you!

Hi Jennifer Leugers,

We have uploaded consolidated report of SBM on FTP.
Details of uploaded report is as follows.

URL: https://ftpsecure.ebsbenefits.com
Path:/users/workterraaca/_Tax Year 2017/SBM/Feb 21 2018
File name:SBM_2017_20180221042023_5176_Collective.zip

Let us know, if you need any additional information.

Thanks

Closing this ticket