Uploaded image for project: 'WORKTERRA'
  1. WORKTERRA
  2. WT-295

1095C Issues (Marquette ACA)

    Details

    • Type: Support Activity
    • Status: Closed
    • Priority: Critical
    • Resolution: Done
    • Affects Version/s: None
    • Fix Version/s: None
    • Component/s: ACA
    • Labels:
      None
    • Support Task Type:
      ACA Historical Data Load
    • Reported by:
      Client
    • Module:
      ACA

      Description

      Good morning (evening) all,

      I did not see a response to this ACA request, please advise.

        Attachments

        1. Workterra- New Trip-FT Format.xlsx
          14 kB
        2. Marvin-History.jpg
          Marvin-History.jpg
          257 kB
        3. Summary of issues with ACA for Marquette.docx
          16 kB
        4. Copy of ACA Employee_TimeAndAttendanceData Example 11-1-15 to 12-31-15.xlsx
          41 kB
        5. Marquette ACA Employee_TimeAndAttendanceData 12092015.xlsx
          45 kB
        6. RE Joshua Camacho- 1095C.msg
          9.05 MB
        7. Marquette - WORKTERRA ACA Tool Configuration UPDATED 03012016.XLSX
          39 kB
        8. Camacho 1095.png
          Camacho 1095.png
          10 kB
        9. Albert 1095.png
          Albert 1095.png
          15 kB
        10. Alimia 1095.png
          Alimia 1095.png
          4 kB
        11. Williams 1095.jpg
          Williams 1095.jpg
          48 kB
        12. ACA Reporting 2016- New Part Time Hours.msg
          97 kB
        13. CamachoViewHistory.jpg
          CamachoViewHistory.jpg
          342 kB
        14. JaceAlimia.JPG
          JaceAlimia.JPG
          44 kB
        15. ToddAlbert.JPG
          ToddAlbert.JPG
          42 kB
        16. WilliamsViewHistory.jpg
          WilliamsViewHistory.jpg
          346 kB
        17. JacobWilliams.JPG
          JacobWilliams.JPG
          115 kB
        18. JoshuaCamacho.JPG
          JoshuaCamacho.JPG
          102 kB
        19. Stable Working HoursStable Working Hours27405_2666.xls
          304 kB
        20. Combined Query for Production.sql
          166 kB
        21. Code Combinations.xls
          8 kB
        22. MarquetteCodeCombination.JPG
          MarquetteCodeCombination.JPG
          24 kB
        23. Verified_Employee_list.xls
          10 kB
        24. Copy of Gulf 1095C Issues.xlsx
          19 kB
        25. River 1095C Issues.xlsx
          16 kB
        26. Gulf 1095C Issues.xlsx
          22 kB
        27. Marquette Offshore 1095 C Corrections.docx
          23 kB
        28. Gulf 1095C Issues_Orig.xls
          37 kB
        29. River 1095C Issues_Orig.xls
          33 kB

          Issue Links

            Activity

            Hide
            ramya.tantry Ramya Tantry (Inactive) added a comment - - edited

            Hi Nandkumar Prabhakar Karlekar,Arlette Johnson,

            Please download the latest run and verify.

            We have changed some of the employee's data to get the expected result.

            Please refer this excel for River issues comments : River 1095C Issues_Orig.xls
            Comments are in last column named "Harbinger comments"

            Comments to the employees mentioned in above comment :
            Paul Chapman- As per data in system,Employee was never active.
            DOH: 1/13/2015 Employee status: Inactive
            As employee was not active in 2015,1095C is not generated.

            Ronald LeBlanc : As per data in system,Employee was never active in year 2015.
            Employee was in COBRA status from 7/2/2014 and was active employee from 1/29/2016.
            As employee was not active in 2015,1095C is not generated.

            Jarred McGill : As per data in system,Employee was never active.
            DOH: 7/9/2015 Employee status : Inactive
            Termed : 8/5/2015
            As employee was not active in 2015,1095C is not generated.

            James Townsend : As per data in system,Employee was never active in year 2015.
            EE was termed on 7/24/2014,inactive on 8/1/2014,termed again on 5/26/2015
            He never became active in 2015.
            As employee was not active in 2015,1095C is not generated.

            Explanation to the common issues:
            A. For 2B code
            For 2B following conditions need to be satisfied:
            1. Employee not a full-time employee. Enter code 2B if the employee is not a full-time employee for the month and did not enroll in minimum essential coverage, if offered for the month.
            2. Enter code 2B also if the employee is a full-time employee for the month and whose offer of coverage (or coverage if the employee was enrolled) ended before the last day of the month solely because the employee terminated employment during the month (so that the offer of coverage or coverage would have continued if the employee had not terminated employment during the month)

            In the issues mentioned are mostly for part time employees to display 2B code.But such employees do not fall under 2B Condition(1) as they do not have offers.So 2B is not displayed.

            B.PT to FT
            Employee status is changed from PT to FT,But this change does not change division.So there is no EIN change.
            If there is EIN change then,1H-2D will be displayed if applicable else if employee is enrolled,1A-2C will be displayed.

            C. COBRA Reporting
            For COBRA Employees
            An offer of COBRA continuation coverage that is made to a former employee upon termination of employment should not be reported as an offer of coverage on line 14. For a terminated employee, code 1H (No offer of coverage) should be entered for any month for which the offer of COBRA continuation coverage applies.
            Do not enter code 2C in line 16 for any month in which a terminated employee is enrolled in COBRA continuation coverage (enter code 2A).
            COBRA COntinuation Coverage is not considered in Part 3.

            D. For Retiree Employees
            The reporting would be similar to any termination/COBRA coverage situation.During the year an employee retires, there is a Form 1095-C reporting requirement.For the months following retirement, lines 14 and 16 would be coded with 1H/2A, respectively.Part III would be completed only if the plan is a self-insured plan.There would be no Form 1095-C reporting requirement for the year following the year of retirement for a fully-insured plan.With a self-insured plan, an employer could decide to report the retiree coverage using either Form 1095-B or Form 1095-C.If Form 1095-C is used, the employer would following the COBRA reporting rules for self-insured plans.

            E. For 1G code
            "Use this code when offering self-insured coverage to an employee who was not a full-time employee for any month during the calendar year. This may include one or more months in which the individual was not an employee. Enter code 1G in the “All 12 months” box and do not complete the monthly boxes."

            So if 1G appears even for a single month,then all 12 months will be reflected with 1G.

            Also some of the codes requested, leads to invalid code combination,which may not be accepted by IRS while submission like 1A-2A

            Nandkumar Prabhakar Karlekar : Please discuss about codes to be displayed for PT to FT change.Also discuss about Claims employees.
            Claims employee are present in Excel sheet.

            For Claims Employees
            In much earlier mail, client had told to mark line 14 as 1H and line 16 as blank.

            This is the content of mail:
            Puerto Rico Employee and Jones Act/Claims Employees:

            These employees are not eligible for coverage due to 1) living out of the country and there is not a network of doctor’s in PR or 2) they were off work under the Jones Act (claims) and did not meet their eligibility requirements as of their eligibility date so benefits were “waived” until they are released from claims.

            Line 14 code for all months should be 1H (includes month where the employee was not employed and months where the employee was employed).

            Line 16 should be blank for months the employee was employed by Marquette. There is not a code that matches the description as to why the employee is not eligible for coverage. Per Tim, this should be left blank.

            Examples:
            Puerto Rico:
            Orlando Sierra-Rivera
            Claims:
            Joshua Case
            Abel Cisneros

            We had made changes for above mentioned employee as 1H -Blank.
            EE Joshua Case came up in excel sheet asking for different line 16 codes.I did the changes as mentioned.
            Request you to follow up on the same about such EE changes.

            Show
            ramya.tantry Ramya Tantry (Inactive) added a comment - - edited Hi Nandkumar Prabhakar Karlekar , Arlette Johnson , Please download the latest run and verify. We have changed some of the employee's data to get the expected result. Please refer this excel for River issues comments : River 1095C Issues_Orig.xls Comments are in last column named "Harbinger comments" Comments to the employees mentioned in above comment : Paul Chapman - As per data in system,Employee was never active. DOH: 1/13/2015 Employee status: Inactive As employee was not active in 2015,1095C is not generated. Ronald LeBlanc : As per data in system,Employee was never active in year 2015. Employee was in COBRA status from 7/2/2014 and was active employee from 1/29/2016. As employee was not active in 2015,1095C is not generated. Jarred McGill : As per data in system,Employee was never active. DOH: 7/9/2015 Employee status : Inactive Termed : 8/5/2015 As employee was not active in 2015,1095C is not generated. James Townsend : As per data in system,Employee was never active in year 2015. EE was termed on 7/24/2014,inactive on 8/1/2014,termed again on 5/26/2015 He never became active in 2015. As employee was not active in 2015,1095C is not generated. Explanation to the common issues: A. For 2B code For 2B following conditions need to be satisfied: 1. Employee not a full-time employee. Enter code 2B if the employee is not a full-time employee for the month and did not enroll in minimum essential coverage, if offered for the month. 2. Enter code 2B also if the employee is a full-time employee for the month and whose offer of coverage (or coverage if the employee was enrolled) ended before the last day of the month solely because the employee terminated employment during the month (so that the offer of coverage or coverage would have continued if the employee had not terminated employment during the month) In the issues mentioned are mostly for part time employees to display 2B code.But such employees do not fall under 2B Condition(1) as they do not have offers.So 2B is not displayed. B.PT to FT Employee status is changed from PT to FT,But this change does not change division.So there is no EIN change. If there is EIN change then,1H-2D will be displayed if applicable else if employee is enrolled,1A-2C will be displayed. C. COBRA Reporting For COBRA Employees An offer of COBRA continuation coverage that is made to a former employee upon termination of employment should not be reported as an offer of coverage on line 14. For a terminated employee, code 1H (No offer of coverage) should be entered for any month for which the offer of COBRA continuation coverage applies. Do not enter code 2C in line 16 for any month in which a terminated employee is enrolled in COBRA continuation coverage (enter code 2A). COBRA COntinuation Coverage is not considered in Part 3. D. For Retiree Employees The reporting would be similar to any termination/COBRA coverage situation.During the year an employee retires, there is a Form 1095-C reporting requirement.For the months following retirement, lines 14 and 16 would be coded with 1H/2A, respectively.Part III would be completed only if the plan is a self-insured plan.There would be no Form 1095-C reporting requirement for the year following the year of retirement for a fully-insured plan.With a self-insured plan, an employer could decide to report the retiree coverage using either Form 1095-B or Form 1095-C.If Form 1095-C is used, the employer would following the COBRA reporting rules for self-insured plans. E. For 1G code "Use this code when offering self-insured coverage to an employee who was not a full-time employee for any month during the calendar year. This may include one or more months in which the individual was not an employee. Enter code 1G in the “All 12 months” box and do not complete the monthly boxes." So if 1G appears even for a single month,then all 12 months will be reflected with 1G. Also some of the codes requested, leads to invalid code combination,which may not be accepted by IRS while submission like 1A-2A Nandkumar Prabhakar Karlekar : Please discuss about codes to be displayed for PT to FT change.Also discuss about Claims employees. Claims employee are present in Excel sheet. For Claims Employees In much earlier mail, client had told to mark line 14 as 1H and line 16 as blank. This is the content of mail: Puerto Rico Employee and Jones Act/Claims Employees: These employees are not eligible for coverage due to 1) living out of the country and there is not a network of doctor’s in PR or 2) they were off work under the Jones Act (claims) and did not meet their eligibility requirements as of their eligibility date so benefits were “waived” until they are released from claims. Line 14 code for all months should be 1H (includes month where the employee was not employed and months where the employee was employed). Line 16 should be blank for months the employee was employed by Marquette. There is not a code that matches the description as to why the employee is not eligible for coverage. Per Tim, this should be left blank. Examples: Puerto Rico: Orlando Sierra-Rivera Claims: Joshua Case Abel Cisneros We had made changes for above mentioned employee as 1H -Blank. EE Joshua Case came up in excel sheet asking for different line 16 codes.I did the changes as mentioned. Request you to follow up on the same about such EE changes.
            Hide
            ramya.tantry Ramya Tantry (Inactive) added a comment -

            Please discuss about Pt to FT change and Claims employee.

            Show
            ramya.tantry Ramya Tantry (Inactive) added a comment - Please discuss about Pt to FT change and Claims employee.
            Hide
            nandkumar Nandkumar Prabhakar Karlekar (Inactive) added a comment -

            Hi Lena Kantemirova,[~chimane@ebsbenefits.com],Jennifer Leugers

            We are receiving the multiple changes request form this client and we are not able to imagine the total efforts are required to this client.

            also we are not clear what is the exact requirement.

            Lets discuss this tomorrow Its *urgent *.

            Show
            nandkumar Nandkumar Prabhakar Karlekar (Inactive) added a comment - Hi Lena Kantemirova , [~chimane@ebsbenefits.com] , Jennifer Leugers We are receiving the multiple changes request form this client and we are not able to imagine the total efforts are required to this client. also we are not clear what is the exact requirement. Lets discuss this tomorrow Its *urgent *.
            Hide
            chimane Chimane Rhodes (Inactive) added a comment -

            There are multiple data issues - i am asking for clarification.

            Show
            chimane Chimane Rhodes (Inactive) added a comment - There are multiple data issues - i am asking for clarification.
            Hide
            rakeshr Rakesh Roy (Inactive) added a comment -

            [~chimane@ebsbenefits.com] Is there anything pending from our side on this?

            Show
            rakeshr Rakesh Roy (Inactive) added a comment - [~chimane@ebsbenefits.com] Is there anything pending from our side on this?

              People

              Assignee:
              chimane Chimane Rhodes (Inactive)
              Reporter:
              deepalit Deepali Tidke (Inactive)
              Account Executive:
              Arlette Johnson (Inactive)
              Developer:
              Vinanti Yadav (Inactive)
              Votes:
              0 Vote for this issue
              Watchers:
              11 Start watching this issue

                Dates

                Created:
                Updated:
                Resolved: