Hi Jennifer Leugers

Please verify ACA Customization(ACA plan, Is Plan Minimum Value, MEC ) on this company and please make changes on this screen if necessary,so that the report can be re-run with latest customization.

CC: Nandkumar Prabhakar Karlekar,Sachin Hingole

Please run 2016 1095C for Durham

Hi Jennifer Leugers

We have run "2016 1095C for Durham".Please refer latest run for verification.

We have changed the Eligibility rule in the existing EIN in EIN classes Mapping under ACA Customization. Please confirm the same.

CC: Nandkumar Prabhakar Karlekar,Sachin Hingole

Hello Ramya.

The client is questioning the $20 on line 15 for employee Nicole Lochansky. This employee has waived coverage for the whole year. Please let me know why there would be a dollar amount if the employee waived coverage for the whole year. They actually haven't had coverage since 2013.

I attached the portion of the 1095.

Let me know if you have any questions.

Thanks
Kevin

Hi Kevin Walker,

On line 15 we are showing the employee share of the monthly cost for the lowest-cost self-only minimum essential coverage providing minimum value that is offered to the employee.
Amount entered on Line 15 shows the minimum monthly EE cost of the offer that are provided by the Employer.
It depicts by what cost, the offer is affordable to employee. It does not matter, whether the employee is enrolled or waived the coverage.

For line 15, the amount entered might not be the amount the employee is paying for the coverage

CC: Nandkumar Prabhakar Karlekar,Smita Pawar,Sachin Hingole

Kevin Walker - please disregard the above comments; DEV is still researching this item.

Hi Kevin Walker,Jennifer Leugers,

ACA Parameters customization was not complete on this company. Due to this FPL amount and Safe harbor Percent was taking up NULL values while furnishing the report. Hence EE's were getting 1E instead of 1A.
We have saved ACA Parameters page and refurnished the report. Please refer latest run for verification.

Hello Ramya.

Several who have mid-month terminations and who terminated in 2016 after January.

For ones who terminated in 2016 after January have 1G for All 12 Months
1. Clyde Row – terminated 4/30/2016
Part III shows he is covered Jan-Apr.
2. Lawrence Brogeden – terminated 11/30/2016
Part III shows covered through Nov 2016
3. Aubrey Gooch – retired in 2015 – should not have a form
Part III has covered all 12 months
4. Mark Ahrendsen – COBRA status 9/1/2015 and termed 3/31/16
Part III covered Jan-Apr
5. June Merliano – termed 8/31/2015 – COBRA 9/1/2015
6. Michael Adcock – termed 8/31/2016
Part III covered Jan-Aug
7. Robert Ross – termed 8/1/16
Part III covered Jan-Aug

For the ones that have mid-month terminations – the codes of the month of term.
Should this be 1H 2B? Current code is 1A 2C
1. Joseph Harris – termed 10/7/2016
2. Chris Hurt – termed 3/4/16
3. Syvil Dorsey – termed 3/31/2016
4. Zsolt Boka = termed 4/4/2016
5. Kris Shear – termed 4/22/2016
6. Sylvia Pfeiffenberger – 5/23/16

1H. No offer of coverage (employee not offered any health coverage or employee offered coverage that is not minimum essential coverage, which may include one or more months in which the individual was not an employee).

2B. 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. 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).

Let me know what you discover.

Thanks
Kevin

Hi Kevin Walker,

Below are our observations for the employees mentioned in above comments.

For the 1st group: All the employees who were terminated in 2016 after January have 1G for All 12 Months
--The employees are either retired from date of hire and were terminated in 2016 or they were cobra in 2015 and have benefits in 2016.
So ideally,they have benefits in 2016 but with status of retired or cobra.So 1G is displayed.
1G will be displayed for all 12 months and part 3 will be marked only for the months in which he/she was enrolled.

From IRS Site:
Code 1G applies for the entire year or not at all. Therefore, if code 1G applies, an ALE Member must enter code 1G on line 14 in the “All 12 Months” column or in each separate monthly box (for all 12 months).

From the above set, EE June Merliano should not have 2016 pdf as she is did not have any benefits in 2016. We have fixed this in latest run. Please refer latest run for verification.

For group 2:For the ones that have mid-month terminations – the codes of the month of term.Should this be 1H 2B? Current code is 1A 2C
--The codes will be 1A-2C as these employees were enrolled in ACA plan till end of the month of their termination.

We have re-run the report.Please refer latest run for verification.

CC:Nandkumar Prabhakar Karlekar,Smita Pawar,Sachin Hingole

Hello Ramya.

Please see the attached list of COBRA participants. Last year Development created the 1095 forms for the COBRA participants.

We need these as soon as possible.

Let me know if you have any questions.

I sent Mandar Kulkarni the password to the spreadsheet.

Thanks
Kevin

CC: Nandkumar Prabhakar KarlekarSmita PawarSachin Hingole Copy of ACAReportCityofDurham_COBRA_2016.xlsx

Hi Sachin Hingole,
Can you please look into this and advise.

Emailed to you the missing employees.

Hi Kevin Walker,

We have checked the employee listed in Copy of ACAReportCityofDurham_COBRA_2016.xlsx excel. This excel has total 27 employee.
Below 6 employee are missing from workterra. Request you to add below employee on "City of Durham" production company.

1] Douglas Schiff
2] Catherine Ahrendsen
3] Brenda Ross
4] Donna Rowe
5] Starr Brogden
6] Zona Adcock

Once you add above employee, please provide us the correction code of all COBRA employee in attached excel ACA1095CCorrectionImportTemplate.xls format (This excel has 2 tabs, one is "1095C Import - PART II ", and other is "1095C Import - PART III").

Thanks,
Sachin Hingole

Nandkumar Prabhakar Karlekar Smita Pawar Rakesh Roy Revansiddha Gaur

Hello Sachin Hingole.

I completed the Correction Spreadsheet you requested. All the participants are on the spreadsheet. You will notice that on the first tab, those participants need new forms. Most of the participants on the 2nd tab have forms but just need 2017 CITY OF DURHAM CORRECTIONS COBRA.zip editing. For the forms that need to be changed please make sure you only change what is requested because the other information looks correct.

If you have any questions please let me know. We need to get these forms completed so we can send to the printers and get them mailed out to the participants.

I will send the password directly to you via email.

Thanks
Kevin

Nandkumar Prabhakar KarlekarSmita PawarRakesh RoyRevansiddha Gaur

Hi Kevin Walker,

We have imported corrected codes for City of Durhum.
One dependent record for child is in bad file for a employee 'SIMON M LOBDELL' for a reason
Error(s) : Invalid Record: Member doesn't exist.

We have rerun the reports for City Durhum.
Please refer latest run for updated 1095-C forms.
Let us know if you need any additional information.

Thanks,
Smita

FYI [Nandkumar Prabhakar Karlekar,Sachin Hingole,Revansiddha GaurKumar Chhajed,Mahendra Mungase

City of Durham manually created 1095C. Password to follow in an email.

Thank you,
Cathy
Durham Manual Created 1095C.zip

Jennifer Leugers

Hi Cathleen Harrington,

We are done with code correction from "Durham Manual Created 1095C.zip" file.
Please refer latest run to download report.
We have also created Consolidated report for "2016 1095C for Durhum".

Note: After corrections we need to finalize the latest run to reflect changes in xml files for IRS submission.

Thanks,
Smita

FYI Nandkumar Prabhakar Karlekar,Sachin Hingole,Jennifer Leugers,Revansiddha Gaur,Kumar Chhajed

All - the IRS states that if you have a self-insured plan then you have to provide a 1095 for anyone in that plan (regardless if they are COBRA / Retiree all year long). The issue we had with these manual folks is that they were termed before 1.1.16 so the system is not generating a form for them. When you entered their information and re-ran the forms, most of them are still missing (Donna Long, Elizabeth Goodwin, June Merlino, Karen Sindelar, Simon Lobdell & Susan Ray Scott). We need their forms added so they can be submitted on the XML to the IRS. Please advise.

Hi Jennifer Leugers,

We have verified same at our end and observed that "Cobra plan for ACA" was not marked as ACA plan.
Hence corrected employees were not presen in previous run.

We have rerun the reports by changing the customization. Please refer latest run to download the report.
Except 2 employees viz. SIMON M LOBDELL, KAREN A SINDELAR, all forms are generated with Line 14 code as 1G.
Forms of 2 employees are generated because they are not eligible to Medical Benefit.

Please let us know if you need any additional information.

Thanks,
Smita

FYI Nandkumar Prabhakar Karlekar, Sachin Hingole,Revansiddha Gaur,Kumar Chhajed

City of Durham want the attached employees 1095C's to reflect these codes.
6 EE's
Donna Long
Elizabeth Goodwin
June Merlino
Karen Sindelar - her husband in Part III must be checked as covered All 12 Months
Susan Ray Scott
Simon Lobdell

Donna Long.pdf Goodwin Elizabeth.pdf June Merlino.pdf Karen Sindelar.pdf Simon Lobdell.pdf Susan Ray Scott.pdf

Kevin Walker
Jennifer Leugers

Hi Smita Pawar,

Please discuss the employees who are getting 1H - 2A for all 12 months with Nandkumar Prabhakar Karlekar.

Regards,
Revan

Hi Cathleen Harrington,

If Employee has 1H 2A code for 12 months, then system will give 1G code for whole year

Description of code is as follow
1G- You were NOT a full-time employee for any month of the calendar year but were enrolled in self insured employer-sponsored coverage for one or more months of the calendar year. This code will beentered

1H- No offer of coverage (you were NOT offered any health coverage or you were offered coverage that is NOT minimum essential coverage).

2A -This only applies if the employee was not employed for any day of that month.

We are done with corrections.Please refer latest run to download.
Note: As we can not give 1H, 2A code for 12 months, 1G will get reflected on reports.

Let us know if you need any additional information.

Thanks

FYI Nandkumar Prabhakar Karlekar,Sachin Hingole,Revansiddha Gaur,Kumar Chhajed,Jennifer Leugers

Hi Cathleen Harrington,
I am marking this ticket as closed for now. Feel free to reopen in case any further action expected on this. Thanks.

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CC: Vijay Siddha, Satya, Jaideep Vinchurkar