Hi Jennifer Leugers,

We have run below reports.
1095-C Davis-Moore Automotive Inc
1095-C Davis-Moore Lincoln Inc
1095-C Davis-Moore Enterprises Inc
1095-C Davis-Moore Chevrolet Inc
1095-C Davis-Moore Investments Inc

Please refer latest run for verification.

Note: We have processed the employees as per the timesheet in the system. Please make sure that 2015 timesheet is loaded into the system or else employees will come up as part time. OR let us know if we need to ignore the timesheet and process the employees as per their demographic data.

CC:Nandkumar Prabhakar Karlekar,Sachin Hingole

Hello Ramya.

The below employees are in class Davis Moore Real Estate. Their forms show them in Davis Moore Automotive. Please make sure the forms reflect Davis Moore Real Estate.

Please let me know if you have any questions.

Danielson Kurt
Morrow Elaine
Dewey Kevin
Edwards Anthony
Nickell Rodney
Baker Brandon
Craver Brandon
Dean Christopher
Derath Luis
Lemus Antonio
Fortine Derek
Hultman Craig
Philbrook Bruce
Pentico Ryan

Thanks,
Kevin

CC: Nandkumar Prabhakar KarlekarSachin Hingole

Hello Ramya.

The client mentioned that the Plan Start Month on the forms is "01". Davis Moore's Plan Start Month is "04". Where can this be changed?

Let me know if you have any questions.

Thanks
Kevin

CC: Nandkumar Prabhakar KarlekarSachin Hingole

Hello Ramya.

Here is another issue from the client.

"I put some notes on the sample ones in the attached file, but it appears when people are in a limited Non-Assessment or Waiting period, the code in Part II, Line 16 goes from 2D, back to 2A and then 2D again. It should remain as 2D until their coverage becomes effective. This was the most common error found."

Davis-Moore 1095-C forms with spot checked errors 2016.pdf

Please see the attached forms from the client.

Let me know if you have any questions.

Thanks,
Kevin

Hello Ramya.

Here is the last one.

This is from the client.

"Nedra Tyree in Automotive, I am questioning why her contribution amount in Part II, Line 15 in March jumped from $104 to $200? She has coverage in March for the full month and elected COBRA after that. However, the amount should not have changed."

Let me know if you have any questions.

Thanks,
Kevin

CC: Nandkumar Prabhakar KarlekarSachin Hingole

Hi Kevin Walker,
Please find my comments for your queries.

1. The forms reflected Davis Moore Automative as there is no report for Davis Moore Real Estate.
Please follow below steps to ensure that their forms reflect Davis Moore Real Estate.

1. Please create an eligibility rule for this class.
2. Set EIN for this eligibility rule in EIN classes Mapping.
3. Create new IRS report with this rule.
4. Save and run the report.

2. From IRS Site :
Plan start month: Enter the two-digit number (01 through 12) indicating the calendar month during which the plan year begins of the health plan in which the employee is offered coverage (or would be offered coverage if the employee were eligible to participate in the plan). If more than one plan year could apply (for instance, if the ALE Member changes the plan year during the year), enter the earliest applicable month. If there is no health plan under which coverage is offered to the employee, enter “00.”

Plan A PPO Plan - 04/01/2015
Plan B PPO Plan - 04/01/2015

In this company,medical plans start date is 04/01/2015.These plans continue in 2016 as calendar year plans.
Earliest applicable month for these plans for this year(2016) for an employee is January

For plan start month the date should actually be the plan year start date. This means all Calendar year employers will have ALL 1095s populated with 01 and all fiscal should be whenever their plan year starts.

3. Observations for the common issues found:
When EE are in a limited Non-Assessment or Waiting period, the code in Part II, Line 16 goes from 2D, back to 2A and then 2D again because as per the system data their employment date is set to one date and Effective date is set to some other date.
Ideally,whenever EE comes into the system,his Employment date,Status change date and Effective date should be same.

For eg: EE Kenneth Gebrath
Employment date: 10/10/2016
Effective Date: 11/30/2016
As this Employee came in October,codes for that month is 1H-2D.
But he is not effective until 11/30/2016. So 1H-2A displayed for Nov month.

For EE: Nadar Ali
Employment date: 06/01/2016
New hire waiting period rule is to First of month following or coincident with XX days from Date of Hire.
As this employee was hired on 06/01/2016,he is effective from that day itself as per new hire rule.

As per the data in the system,the codes are correct.
Please correct the data in the system to avoid such issues
OR
1095C form can be corrected from "ACA 1095C Corrections" page.
Path for "ACA 1095C Corrections" is : Log in -> Select Company -> BenAdmin -> ACA -> ACA Customization -> ACA 1095C Corrections
Once you do the corrections for EEs from attached PDF, re-run 1095C reports by selecting flag "Apply User Correction = YES".

We have uploaded demo video for ACA 1095C Correction on EBS FTP.
Below are FTP details for this enhancement demo, refer video "1095CManualCorrection.mp4" from below zip folder.

URL: https://ftpsecure.ebsbenefits.com/thinclient/Transfer.aspx
Path: /users/workterraaca/ACA Setup Demo
File : 2017 ACA Videos.zip

4. For EE : *Nedra Tyree *
EE was eligible for Plan A PPO Plan from 04/01/2015-03/31/2016 and Plan B PPO Plan 01/01/2016- 3/11/2016.
Plan A PPO Plan's minimum EE cost is $200 and Plan B PPO Plan minimum EE cost is $104.
Plan B PPO Plan is not eligible for the whole month of March as she was terminated.
So the next eligible for that whole month is Plan A PPO Plan.So the plan cost changed from $104 to $200.

CC: Nandkumar Prabhakar Karlekar,Sachin Hingole

Hello Ramya,

Thanks for your feedback.

Looking at #3, I am not sure where you got an effective date of 11/30/16. The effective date in Workterra is 8/1/16 but based on the new hire rules the effective date should be 9/1. Not sure where the 11/30/16 effective date came from.

For #4, I am not sure where you are seeing enrollment in Plan B. In Workterra the history only shows Plan A and the plan should term 3/31/16.

Let me know your thoughts. I believe the client is correct using 2D.

Thanks
Kevin

Hi Kevin Walker,

For #3: When the EE came into the system,His effective date was 11/30/2016.
Please refer attached screenshot:

This is just an indication that his effective date was earlier 11/30/2016 changed later on.

For 4# : Employee is not enrolled in the Plan B,but EE had offer of Plan B.
Line 15 depicts the cost of affordable plan that offered her coverage for whole month.
EE has two offers : Plan A PPO Plan from 04/01/2015-03/31/2016 and Plan B PPO Plan 01/01/2016- 3/11/2016.
As she was terminated,offer of Plan B ended on 3/11/16.So EE is not offered this plan for whole month. Next affordable plan is Plan A which is offered for whole month of March.

From IRS Site:

Thanks,
Ramya

Hello Ramya.

We re-ran the forms for the Real Estate group, based on the instructions you provided. When they downloaded the Company name was still Davis Moore Automotive when it should read Davis Moore Real Estate. Also, the ER tax ID is not showing and the address was incorrect. I think I corrected the address issue but would like you to double check.

Address should be:

10455 E. Kellogg
Wichita, KS 67207

Let me know if you have any questions.

Thanks
Kevin

Hello Ramya.

Going back to Kenneth Gebhart, I still believe you are looking at his record incorrectly which may lead to others being looked at incorrectly.

The 11/30/16 you are calling his effective date is the date effective in Workterra. He was entered into Workterra on 11/30/16. It is not his benefit effective date which drives the ACA forms. His hire date is 10/10/16 and based on the new hire rules is benefit eligible on 1/1/2017. 1st of the month following 60 days. His code in November should be a 2D. I am not sure why Workterra is looking at November as a 2A. He is in his benefit waiting period for October, November, and December. I don't know what to correct in Workterra for the code to produce correctly. It all looks correct.

There are many others with the same issue.

Thanks
Kevin

CC: Mahendra Mungase

Hi Kevin Walker,

Eligibility rule set on Real Estate group report and eligibility rule set on EIN mapping of this group were different.So address and company name was not coming proper.

Eligibility rule on 1095C report and EIN mapping need to be same to reflect correct address and company name else it will take up Name and EIN set on Company information page.

I have changed the rule on 1095C report of Real Estate and re-run the report.
Please refer latest run of Real Estate group for verification.

Sachin Hingole: Can you please check 2nd comment from Kevin and advice.

CC:Nandkumar Prabhakar Karlekar,Smita Pawar

Hi Kevin Walker,

These employees PDF data can be corrected from ACA 1095C Corrections page.
path for "ACA 1095C Corrections" is as below.

Log in -> Select company -> BenAdmin -> ACA -> ACA Customization -> go to ACA 1095C Corrections tab

On this screen provide employee SSN and click on submit button. Next screen you can correct codes and save.

We have uploaded demo videos for code correction on EBS FTP.
Below are FTP details. Please refer "1095CManualCorrection.mp4" video file from zip folder.

https://ftpsecure.ebsbenefits.com/thinclient/Transfer.aspx
Path: /users/workterraaca/ACA Setup Demo
File : 2017 ACA Videos.zip

Once above chages are done, please re-run 1095C reports by selecting Apply User Correction = Yes.

Thanks,
Sachin Hingole

shyam sharma Nandkumar Prabhakar Karlekar Ramya Tantry Smita Pawar

Kevin Walker DEV is still looking into this and will provide us a list of affected employees tomorrow.

Hi Kevin Walker,Jennifer Leugers,

Attached is the list of affected employees.DMA_AffectedEmployees.xls

We have corrected these employees data and re-run the reports.
Please refer latest run for verification of all reports.

CC:Nandkumar Prabhakar Karlekar,Sachin Hingole,Smita Pawar