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  1. WORKTERRA
  2. WT-6323

ACA - 2017 : El Dorado 1095C Reports

    Details

    • Type: Support Activity
    • Status: Resolved
    • Priority: Medium
    • Resolution: Done
    • Affects Version/s: None
    • Fix Version/s: None
    • Component/s: ACA
    • Labels:
      None
    • Support Task Type:
      ACA IRS Report
    • Environment:
      Production
    • Reported by:
      Support
    • Company:
      El Dorado
    • Module:
      ACA - 2017

      Attachments

      1. 6323.png
        6323.png
        176 kB
      2. ACA Customization.jpg
        ACA Customization.jpg
        172 kB
      3. ACA Customization-BenefitType-Retiree Medical.jpg
        ACA Customization-BenefitType-Retiree Medical.jpg
        123 kB
      4. El dorado aca.png
        El dorado aca.png
        131 kB
      5. screenshot-1.png
        screenshot-1.png
        37 kB

        Activity

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

        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

        Show
        ramya.tantry Ramya Tantry (Inactive) added a comment - 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
        Hide
        jennifer.leugers Jennifer Leugers added a comment -

        Customization confirmed; forms marked as void. Please run "2016 1095C for El Dorado"

        Show
        jennifer.leugers Jennifer Leugers added a comment - Customization confirmed; forms marked as void. Please run "2016 1095C for El Dorado"
        Hide
        ramya.tantry Ramya Tantry (Inactive) added a comment -

        Hi Jennifer Leugers

        As per latest customization,Plans under Medical Benefit type are marked,but plans under Retiree Medical are not marked. Both these benefit types are selected on the "2016 1095C for El Dorado" report. This may lead to wrong codes on 1095C forms. Please confirm the customization.

        Note: Plans that are not marked as Minimum value will reflect the 1F code on 1095C report.Also as per IRS guidelines, Void Box is not to be marked.

        CC: Nandkumar Prabhakar Karlekar,Sachin Hingole

        Show
        ramya.tantry Ramya Tantry (Inactive) added a comment - Hi Jennifer Leugers As per latest customization,Plans under Medical Benefit type are marked,but plans under Retiree Medical are not marked. Both these benefit types are selected on the "2016 1095C for El Dorado" report. This may lead to wrong codes on 1095C forms. Please confirm the customization. Note : Plans that are not marked as Minimum value will reflect the 1F code on 1095C report.Also as per IRS guidelines, Void Box is not to be marked. CC: Nandkumar Prabhakar Karlekar , Sachin Hingole
        Hide
        jennifer.leugers Jennifer Leugers added a comment -

        Retiree Medical has been marked; please run. Thanks.

        Show
        jennifer.leugers Jennifer Leugers added a comment - Retiree Medical has been marked; please run. Thanks.
        Hide
        ramya.tantry Ramya Tantry (Inactive) added a comment -

        Hi Jennifer Leugers

        We have run "2016 1095C for El Dorado" report. 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

        Show
        ramya.tantry Ramya Tantry (Inactive) added a comment - Hi Jennifer Leugers We have run "2016 1095C for El Dorado" report. 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
        Hide
        jennifer.leugers Jennifer Leugers added a comment -

        Please re-run as I changed the customization on the conditional offer. Thanks!

        Show
        jennifer.leugers Jennifer Leugers added a comment - Please re-run as I changed the customization on the conditional offer. Thanks!
        Hide
        ramya.tantry Ramya Tantry (Inactive) added a comment -

        Hi Jennifer Leugers

        We have run "2016 1095C for El Dorado" report. Please refer latest run for verification.

        Customization of conditional offer was not changed on Retiree medical.I have changed that and re-run the report. Please confirm the same.

        CC:Nandkumar Prabhakar Karlekar,Sachin Hingole

        Show
        ramya.tantry Ramya Tantry (Inactive) added a comment - Hi Jennifer Leugers We have run "2016 1095C for El Dorado" report. Please refer latest run for verification. Customization of conditional offer was not changed on Retiree medical.I have changed that and re-run the report. Please confirm the same. CC: Nandkumar Prabhakar Karlekar , Sachin Hingole
        Hide
        mahendra.mungase Mahendra Mungase (Inactive) added a comment -

        Hi Jennifer Leugers

        We have re-run "2016 1095C for El Dorado " report. Please refer latest run for verification

        CC- Sachin Hingole Nandkumar Prabhakar Karlekar

        Thanks.

        Show
        mahendra.mungase Mahendra Mungase (Inactive) added a comment - Hi Jennifer Leugers We have re-run "2016 1095C for El Dorado " report. Please refer latest run for verification CC- Sachin Hingole Nandkumar Prabhakar Karlekar Thanks.
        Hide
        jennifer.leugers Jennifer Leugers added a comment -

        Hi all -

        Couple questions / issues on the El Dorado files ...

        Employee Daniel Evans shows eligible for benefits for 1.1.16 (did an Admin QE event) but employee waived. It looks like for those who chose "I am waiving Medical Dental and Vision benefits" are not showing an offer of coverage. How do we fix this?

        Additional comments from the client -

        For clarification purposes, the only people who should get 1H are:

        · Active Extra Help employees (some retired Extra Help do have coverage)

        · Those who work less than 32 hours per pay period

        All other active full time employees have access to minimum essential coverage for themselves and dependents and minimum essential value for themselves.

        Show
        jennifer.leugers Jennifer Leugers added a comment - Hi all - Couple questions / issues on the El Dorado files ... Employee Daniel Evans shows eligible for benefits for 1.1.16 (did an Admin QE event) but employee waived. It looks like for those who chose "I am waiving Medical Dental and Vision benefits" are not showing an offer of coverage. How do we fix this? Additional comments from the client - For clarification purposes, the only people who should get 1H are: · Active Extra Help employees (some retired Extra Help do have coverage) · Those who work less than 32 hours per pay period All other active full time employees have access to minimum essential coverage for themselves and dependents and minimum essential value for themselves.
        Hide
        smita.pawar Smita Pawar (Inactive) added a comment -

        Hi Jennifer,

        We have checked employee 'Daniel Evans' and is enrolled in 'Opt out' plan.
        He is not eligible to any other ACA plan so 1H code is displayed for this employee.
        We can correct code for single employee or multiple employees from UI.
        Path for same is as follows.

        Home >> Company Home>>BenAdmin Home>>BenAdmin Company Home>> ACA >> ACA Customization >> ACA 1095-C Corrections

        Let us know, if you need any additional information

        Thanks,
        Smita

        FYI Nandkumar Prabhakar Karlekar, Sachin Hingole,Ramya Tantry,Revansiddha GaurMahendra Mungase,

        Show
        smita.pawar Smita Pawar (Inactive) added a comment - Hi Jennifer, We have checked employee 'Daniel Evans' and is enrolled in 'Opt out' plan. He is not eligible to any other ACA plan so 1H code is displayed for this employee. We can correct code for single employee or multiple employees from UI. Path for same is as follows. Home >> Company Home>>BenAdmin Home>>BenAdmin Company Home>> ACA >> ACA Customization >> ACA 1095-C Corrections Let us know, if you need any additional information Thanks, Smita FYI Nandkumar Prabhakar Karlekar , Sachin Hingole , Ramya Tantry , Revansiddha Gaur Mahendra Mungase ,
        Hide
        jennifer.leugers Jennifer Leugers added a comment -

        Smita - why does it matter what he is enrolled in? The fact is he was offered the benefits so definitely should not be showing a 1H since he had the offer as evidenced by the screenshot above.

        Show
        jennifer.leugers Jennifer Leugers added a comment - Smita - why does it matter what he is enrolled in? The fact is he was offered the benefits so definitely should not be showing a 1H since he had the offer as evidenced by the screenshot above.
        Hide
        smita.pawar Smita Pawar (Inactive) added a comment - - edited

        Hi Jennifer,

        "I am waiving Medical, Dental and Vision Benefits" is a opt out plan which is under benefit type "Enrollment Starts Here" and not under Medical benefit. For ACA we only consider Medical plans.Employee is enrolled in other than medical plan which is not populating on ACA Customization screen also.

        PFA screen shot.
        Please let me know if you need any additional information.

        Thanks,
        Smita

        Show
        smita.pawar Smita Pawar (Inactive) added a comment - - edited Hi Jennifer, "I am waiving Medical, Dental and Vision Benefits" is a opt out plan which is under benefit type "Enrollment Starts Here" and not under Medical benefit. For ACA we only consider Medical plans.Employee is enrolled in other than medical plan which is not populating on ACA Customization screen also. PFA screen shot. Please let me know if you need any additional information. Thanks, Smita
        Hide
        smita.pawar Smita Pawar (Inactive) added a comment -

        Hi Jennifer,

        On Production, we have created 'El Dorado ACA' company.
        In this company we have changed plan customization i.e removed additional criteria for medical plans and rerun 1095-C reports .

        Please refer latest Run.

        Steps to download reports are as follows.
        1.Login to Production with Partner.
        2.Edit company.
        3.Navigate to Home >> Company Home >> BenAdmin Home >> BenAdmin Company Home >> ACA >> IRS Report
        4.Click on Show Run
        5.Refer latest run and download same.

        Please review and let us know if any further changes are needed.

        Thanks,
        Smita

        Show
        smita.pawar Smita Pawar (Inactive) added a comment - Hi Jennifer, On Production, we have created 'El Dorado ACA' company. In this company we have changed plan customization i.e removed additional criteria for medical plans and rerun 1095-C reports . Please refer latest Run. Steps to download reports are as follows. 1.Login to Production with Partner. 2.Edit company. 3.Navigate to Home >> Company Home >> BenAdmin Home >> BenAdmin Company Home >> ACA >> IRS Report 4.Click on Show Run 5.Refer latest run and download same. Please review and let us know if any further changes are needed. Thanks, Smita
        Hide
        jennifer.leugers Jennifer Leugers added a comment - - edited

        Hi Smita - there was an issue on Production where benefits for 2016 were termed. They have since fixed this issue (JIRA 8054) but I think we need to do the above steps with the current Production copy, not the one we used in mid-January. Could this be done and have the forms re-run tonight? Thanks!
        Deborah Mascot FYI

        Show
        jennifer.leugers Jennifer Leugers added a comment - - edited Hi Smita - there was an issue on Production where benefits for 2016 were termed. They have since fixed this issue (JIRA 8054) but I think we need to do the above steps with the current Production copy, not the one we used in mid-January. Could this be done and have the forms re-run tonight? Thanks! Deborah Mascot FYI
        Hide
        jennifer.leugers Jennifer Leugers added a comment -

        Hi all - was really hoping this was done last night. Please advise.

        Show
        jennifer.leugers Jennifer Leugers added a comment - Hi all - was really hoping this was done last night. Please advise.
        Hide
        smita.pawar Smita Pawar (Inactive) added a comment -

        Hi Jennifer Leugers

        On Production, we have created 'El Dorado ACA' company and Rerun the reports.
        In this company we have changed customization of additional eligibility criteria of below mentioned plans.

        Kaiser HMO-Medical-Kaiser - Rule 308
        Kaiser HMO ABHP-Medical-Kaiser - Rule 308
        Blue Shield PPO 1300 ABHP-Rule 308
        Blue Shield PPO 200 Standard--Rule 308
        Blue Shield PPO 2000 ABHP-Rule 309

        No change in eligibility criteria for below mentioned plans

        2015 COBRA Kaiser HMO
        COBRA KAISER HMO ABHP
        COBRA BLUE SHIELD PPO 1300 ABHP
        COBRA BLUE SHIELD PPO 200 STANDARD
        COBRA BLUE SHIELD PPO 2000 ABHP
        COBRA Blue Shield PPO 2000 ABHP
        Blue Shield PPO 2000 ABHP - Extra Help

        Please refer latest Run.
        Steps to download reports are as follows.
        1.Login to Production with Partner.
        2.Edit company.
        3.Navigate to Home >> Company Home >> BenAdmin Home >> BenAdmin Company Home >> ACA >> IRS Report
        4.Click on Show Run
        5.Refer latest run and download same.

        Please review and let us know if any further changes are needed.

        Thanks,
        Smita

        FYI Nandkumar Prabhakar Karlekar,Sachin Hingole,Ramya Tantry,Mahendra Mungase,Revansiddha Gaur,Kumar Chhajed

        Show
        smita.pawar Smita Pawar (Inactive) added a comment - Hi Jennifer Leugers On Production, we have created 'El Dorado ACA' company and Rerun the reports. In this company we have changed customization of additional eligibility criteria of below mentioned plans. Kaiser HMO-Medical-Kaiser - Rule 308 Kaiser HMO ABHP-Medical-Kaiser - Rule 308 Blue Shield PPO 1300 ABHP-Rule 308 Blue Shield PPO 200 Standard--Rule 308 Blue Shield PPO 2000 ABHP-Rule 309 No change in eligibility criteria for below mentioned plans 2015 COBRA Kaiser HMO COBRA KAISER HMO ABHP COBRA BLUE SHIELD PPO 1300 ABHP COBRA BLUE SHIELD PPO 200 STANDARD COBRA BLUE SHIELD PPO 2000 ABHP COBRA Blue Shield PPO 2000 ABHP Blue Shield PPO 2000 ABHP - Extra Help Please refer latest Run. Steps to download reports are as follows. 1.Login to Production with Partner. 2.Edit company. 3.Navigate to Home >> Company Home >> BenAdmin Home >> BenAdmin Company Home >> ACA >> IRS Report 4.Click on Show Run 5.Refer latest run and download same. Please review and let us know if any further changes are needed. Thanks, Smita FYI Nandkumar Prabhakar Karlekar , Sachin Hingole , Ramya Tantry , Mahendra Mungase , Revansiddha Gaur , Kumar Chhajed
        Hide
        jennifer.leugers Jennifer Leugers added a comment -

        Hi all - I've made some changes to the customization but every time I try to re-run the forms, the system keeps timing out on me. Could you please re-run them tonight? Thanks.

        Deborah Mascot just FYI

        Show
        jennifer.leugers Jennifer Leugers added a comment - Hi all - I've made some changes to the customization but every time I try to re-run the forms, the system keeps timing out on me. Could you please re-run them tonight? Thanks. Deborah Mascot just FYI
        Hide
        smita.pawar Smita Pawar (Inactive) added a comment -

        Hi Jennifer Leugers,

        Even though you have received time out error, the process will continue in background and reports are ready to download.
        We have downloaded latest report run from El Dorado ACA company.
        Please let us know, if you need any additional information.

        Thanks,
        Smita

        FYI Deborah Mascot, Nandkumar Prabhakar Karlekar,Sachin Hingole, Mahendra Mungase, Kumar Chhajed,Revansiddha Gaur

        Show
        smita.pawar Smita Pawar (Inactive) added a comment - Hi Jennifer Leugers , Even though you have received time out error, the process will continue in background and reports are ready to download. We have downloaded latest report run from El Dorado ACA company. Please let us know, if you need any additional information. Thanks, Smita FYI Deborah Mascot , Nandkumar Prabhakar Karlekar , Sachin Hingole , Mahendra Mungase , Kumar Chhajed , Revansiddha Gaur
        Hide
        jennifer.leugers Jennifer Leugers added a comment -

        Why is 2F showing on line 16? Their safe harbor that is on the customization page is Rate of Pay so I would have expected to see a 2H. Also - why are Denise Fisher, Jayle Goucher and Linda Pullen showing a 1F in line 14?

        Show
        jennifer.leugers Jennifer Leugers added a comment - Why is 2F showing on line 16? Their safe harbor that is on the customization page is Rate of Pay so I would have expected to see a 2H. Also - why are Denise Fisher, Jayle Goucher and Linda Pullen showing a 1F in line 14?
        Hide
        smita.pawar Smita Pawar (Inactive) added a comment - - edited

        Hi Jennifer Leugers,

        We have verified same at our end and observed that below mentioned early retiree plans are not marked as
        minimum value plan hence 1F is reflecting on 1095-C forms

        Denise Fisher - EARLY RETIREE BLUE SHIELD PPO 1300 ABHP
        Jayle Goucher - EARLY RETIREE KAISER HMO PLAN
        Linda Pullen - EARLY RETIREE BLUE SHIELD PPO 200 STANDARD

        Even though we have set Rate of pay for medical benefit types but plans under Retiree Medical benefit type has W-2 safe harbor.
        Hence code 2F is reflecting.
        PFA screen shot for additional information.

        Let us know, if you need any additional information.

        Thanks,
        Smita

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

        Show
        smita.pawar Smita Pawar (Inactive) added a comment - - edited Hi Jennifer Leugers , We have verified same at our end and observed that below mentioned early retiree plans are not marked as minimum value plan hence 1F is reflecting on 1095-C forms Denise Fisher - EARLY RETIREE BLUE SHIELD PPO 1300 ABHP Jayle Goucher - EARLY RETIREE KAISER HMO PLAN Linda Pullen - EARLY RETIREE BLUE SHIELD PPO 200 STANDARD Even though we have set Rate of pay for medical benefit types but plans under Retiree Medical benefit type has W-2 safe harbor. Hence code 2F is reflecting. PFA screen shot for additional information. Let us know, if you need any additional information. Thanks, Smita FYI Nandkumar Prabhakar Karlekar , Sachin Hingole , Revansiddha Gaur , Kumar Chhajed , Mahendra Mungase
        Hide
        jennifer.leugers Jennifer Leugers added a comment -

        I just re-ran El Dorado and all of the settings show as Rate of Pay as the safe harbor but I’m not seeing any 2H and seeing all 2F.

        Why?

        I can’t wait another day to get back to the client; we need these approved today. Hopefully someone is around to assist.

        Show
        jennifer.leugers Jennifer Leugers added a comment - I just re-ran El Dorado and all of the settings show as Rate of Pay as the safe harbor but I’m not seeing any 2H and seeing all 2F. Why? I can’t wait another day to get back to the client; we need these approved today. Hopefully someone is around to assist.
        Hide
        revansiddha.gaur Revansiddha Gaur (Inactive) added a comment -

        Hi Jennifer Leugers

        We observed that "W2- Safe harbors" set for Retiree Medical benefit.Due to this 2F code is populated on line16.
        Please Set the Safe Harbor as "Rate of Pay" for Retiree Medical benefit and click on Save.After that re run 1095C and verify the same.

        Please follow the below navigation -

        BenAdmin > ACA > ACA Customization > Select Benefit Type "Retiree Medical" > Select Safe Harbor as "Rate of Pay".


        CC- Nandkumar Prabhakar Karlekar Sachin Hingole Smita Pawar

        Show
        revansiddha.gaur Revansiddha Gaur (Inactive) added a comment - Hi Jennifer Leugers We observed that "W2- Safe harbors" set for Retiree Medical benefit.Due to this 2F code is populated on line16. Please Set the Safe Harbor as "Rate of Pay" for Retiree Medical benefit and click on Save.After that re run 1095C and verify the same. Please follow the below navigation - BenAdmin > ACA > ACA Customization > Select Benefit Type "Retiree Medical" > Select Safe Harbor as "Rate of Pay". CC- Nandkumar Prabhakar Karlekar Sachin Hingole Smita Pawar
        Hide
        jennifer.leugers Jennifer Leugers added a comment -

        ALL you are in the wrong client. It is El Dorado ACA as you all set up.

        Show
        jennifer.leugers Jennifer Leugers added a comment - ALL you are in the wrong client. It is El Dorado ACA as you all set up.
        Hide
        revansiddha.gaur Revansiddha Gaur (Inactive) added a comment -

        Hi Smita,

        Can you please look into this?

        Regards,
        Revan

        Mahendra Mungase Sachin Hingole Nandkumar Prabhakar Karlekar

        Show
        revansiddha.gaur Revansiddha Gaur (Inactive) added a comment - Hi Smita, Can you please look into this? Regards, Revan Mahendra Mungase Sachin Hingole Nandkumar Prabhakar Karlekar
        Hide
        smita.pawar Smita Pawar (Inactive) added a comment -

        Hi Jennifer Leugers,

        Yes, you are correct. It was for El Dorado ACA.
        This was an customization issue. We have verified it

        Let us know, if any additional information is required from our side.

        Thanks,
        Smita

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

        Show
        smita.pawar Smita Pawar (Inactive) added a comment - Hi Jennifer Leugers , Yes, you are correct. It was for El Dorado ACA. This was an customization issue. We have verified it Let us know, if any additional information is required from our side. Thanks, Smita FYI Nandkumar Prabhakar Karlekar , Sachin Hingole , Revansiddha Gaur , Kumar Chhajed , Mahendra Mungase

          People

          Assignee:
          jennifer.leugers Jennifer Leugers
          Reporter:
          ramya.tantry Ramya Tantry (Inactive)
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            Dates

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