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  1. WORKTERRA
  2. WT-6670

ACA - 2017 Orange County Sanitation District (OCSD) 1095C Reports

    Details

    • Type: Support Activity
    • Status: Closed
    • Priority: Medium
    • Resolution: Done
    • Affects Version/s: None
    • Fix Version/s: None
    • Component/s: ACA
    • Labels:
      None
    • Support Task Type:
      ACA IRS Report
    • Reported by:
      Support
    • Company:
      OC San
    • Module:
      ACA - 2017

      Attachments

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      5. OCSD.PNG
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      6. OCSD 1095C run 4.12 vs 3.27 differences.docx
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      7. OCSD dependent not to be on 1095C.docx
        46 kB
      8. OCSD Retiree Report ER paid 2016.xls
        99 kB
      9. Richard_Schlegel.jpg
        Richard_Schlegel.jpg
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        Activity

        mahendra.mungase Mahendra Mungase (Inactive) created issue -
        mahendra.mungase Mahendra Mungase (Inactive) made changes -
        Field Original Value New Value
        Status Open [ 1 ] Waiting for Customer Input [ 10500 ]
        Hide
        jennifer.leugers Jennifer Leugers added a comment -

        Hi all - multiple questions on this group.

        Brian Bingman is not showing any dependents on his 1095C form.

        They are also seeing numerous individuals that are not showing on the ACA 1095C Covered Individuals tab -

        ) The following new hires are still not on the “ACA 1095C Covered Individuals” tab, even though they have elected coverage:

        · Matthew Caseres (and spouse, Jae Caseres), Kaiser HMO EE+1 effective 11/1/16)

        · Shannon Fuchs (Kaiser HMO Single effective 11/1/16)

        · James Chavez (Anthem PPO EE+Fam effective 12/1/16)

        · Taylor Rudnick (Kaiser HMO Single effective 11/1/16)

        · Joseph Ferraro (Kaiser HMO Single effective 11/1/16)

        · Dana Andrews (Kaiser HMO Single effective 10/1/16)

        3) Andrew Harris is still not on the “ACA 1095C Covered Individuals” tab.

        Are single coverages not listed there? That would explain some but not all of the issues.

        Show
        jennifer.leugers Jennifer Leugers added a comment - Hi all - multiple questions on this group. Brian Bingman is not showing any dependents on his 1095C form. They are also seeing numerous individuals that are not showing on the ACA 1095C Covered Individuals tab - ) The following new hires are still not on the “ACA 1095C Covered Individuals” tab, even though they have elected coverage: · Matthew Caseres (and spouse, Jae Caseres), Kaiser HMO EE+1 effective 11/1/16) · Shannon Fuchs (Kaiser HMO Single effective 11/1/16) · James Chavez (Anthem PPO EE+Fam effective 12/1/16) · Taylor Rudnick (Kaiser HMO Single effective 11/1/16) · Joseph Ferraro (Kaiser HMO Single effective 11/1/16) · Dana Andrews (Kaiser HMO Single effective 10/1/16) 3) Andrew Harris is still not on the “ACA 1095C Covered Individuals” tab. Are single coverages not listed there? That would explain some but not all of the issues.
        jennifer.leugers Jennifer Leugers made changes -
        Assignee Jennifer Leugers [ jennifer.leugers ] Mahendra Mungase [ mahendra.mungase ]
        mahendra.mungase Mahendra Mungase (Inactive) made changes -
        Assignee Mahendra Mungase [ mahendra.mungase ] Smita Pawar [ smita.pawar ]
        Hide
        kumar.chhajed Kumar Chhajed (Inactive) added a comment -

        Hi Jennifer Leugers,

        1. Brian Bingman
        2. Matthew Caseres
        3. Shannon Fuchs
        4. Taylor Rudnick
        5. Joseph Ferraro
        6. Dana Andrews
        7. Andrew Harris

        The above employees are not enrolled in Self Insured Plan, hence they are not showing under covered individuals tab.

        James Chavez - We have checked that this employee is under self insured plan and is also showing under Covered individual tab.

        Are single coverages not listed there?
        Ans - Yes single coverages are also listed under covered individuals tab.

        CC Nandkumar Prabhakar Karlekar Ramya Tantry Smita Pawar

        Show
        kumar.chhajed Kumar Chhajed (Inactive) added a comment - Hi Jennifer Leugers , Brian Bingman Matthew Caseres Shannon Fuchs Taylor Rudnick Joseph Ferraro Dana Andrews Andrew Harris The above employees are not enrolled in Self Insured Plan, hence they are not showing under covered individuals tab. James Chavez - We have checked that this employee is under self insured plan and is also showing under Covered individual tab. Are single coverages not listed there? Ans - Yes single coverages are also listed under covered individuals tab. CC Nandkumar Prabhakar Karlekar Ramya Tantry Smita Pawar
        kumar.chhajed Kumar Chhajed (Inactive) logged work - 10/Feb/17 12:38 PM
        • Time Spent:
          2h
           

          Analysis
          Query Resolution
          Internal discussion with ramya and nandu
          Draft reply

        kumar.chhajed Kumar Chhajed (Inactive) made changes -
        Remaining Estimate 8h [ 28800 ]
        Original Estimate 8h [ 28800 ]
        kumar.chhajed Kumar Chhajed (Inactive) made changes -
        Remaining Estimate 8h [ 28800 ] 6h [ 21600 ]
        Time Spent 2h [ 7200 ]
        Worklog Id 24356 [ 24356 ]
        smita.pawar Smita Pawar (Inactive) made changes -
        Assignee Smita Pawar [ smita.pawar ] Jennifer Leugers [ jennifer.leugers ]
        cathleen.harrington@ebsbenefits.com Cathleen Harrington (Inactive) made changes -
        cathleen.harrington@ebsbenefits.com Cathleen Harrington (Inactive) made changes -
        Hide
        cathleen.harrington@ebsbenefits.com Cathleen Harrington (Inactive) added a comment -

        OCSD - ACA 1095C file 3/27 versus 4/12 run.
        The 3/27 file has count of 755. 4/12 Updated 1 record (Daniel Cardona).
        4/12 Ran/saved file and the count went down. This run took out all the retirees - see attached list of those retirees.
        This run on 4/12 should have went up by 1 to 756, instead it went down to 683 taking out all the retirees that should be included as they are in the 3/27 run adding Daniel Cardona in.

        OCSD 1095C run 4.12 vs 3.27 differences.docx
        OCSD Retiree Report ER paid 2016.xls

        Jennifer Leugers

        Show
        cathleen.harrington@ebsbenefits.com Cathleen Harrington (Inactive) added a comment - OCSD - ACA 1095C file 3/27 versus 4/12 run. The 3/27 file has count of 755. 4/12 Updated 1 record (Daniel Cardona). 4/12 Ran/saved file and the count went down. This run took out all the retirees - see attached list of those retirees. This run on 4/12 should have went up by 1 to 756, instead it went down to 683 taking out all the retirees that should be included as they are in the 3/27 run adding Daniel Cardona in. OCSD 1095C run 4.12 vs 3.27 differences.docx OCSD Retiree Report ER paid 2016.xls Jennifer Leugers
        nandkumar Nandkumar Prabhakar Karlekar (Inactive) made changes -
        Assignee Jennifer Leugers [ jennifer.leugers ] Kumar Chhajed [ kumar.chhajed ]
        kumar.chhajed Kumar Chhajed (Inactive) made changes -
        Status Waiting for Customer Input [ 10500 ] In Progress [ 3 ]
        Hide
        kumar.chhajed Kumar Chhajed (Inactive) added a comment - - edited

        Hi Cathleen Harrington,

        There was discrepancy from our side in SP which we have fixed on this company and its patch will be deployed next week.
        We have re-run the 1095C report and now you can see total EE count as 756
        Refer

        Let us know if you need any additional information on this.

        CC Nandkumar Prabhakar Karlekar Revansiddha Gaur Smita Pawar

        Show
        kumar.chhajed Kumar Chhajed (Inactive) added a comment - - edited Hi Cathleen Harrington , There was discrepancy from our side in SP which we have fixed on this company and its patch will be deployed next week. We have re-run the 1095C report and now you can see total EE count as 756 Refer Let us know if you need any additional information on this. CC Nandkumar Prabhakar Karlekar Revansiddha Gaur Smita Pawar
        kumar.chhajed Kumar Chhajed (Inactive) made changes -
        Assignee Kumar Chhajed [ kumar.chhajed ] Cathleen Harrington [ cathleen.harrington@ebsbenefits.com ]
        kumar.chhajed Kumar Chhajed (Inactive) made changes -
        Status In Progress [ 3 ] Waiting for Customer Input [ 10500 ]
        kumar.chhajed Kumar Chhajed (Inactive) made changes -
        Attachment OCSD.PNG [ 45339 ]
        kumar.chhajed Kumar Chhajed (Inactive) logged work - 13/Apr/17 09:28 AM
        • Time Spent:
          4h
           

          Draft reply
          Resolve client query
          Run reports

        kumar.chhajed Kumar Chhajed (Inactive) made changes -
        Remaining Estimate 6h [ 21600 ] 2h [ 7200 ]
        Time Spent 2h [ 7200 ] 6h [ 21600 ]
        Worklog Id 38060 [ 38060 ]
        cathleen.harrington@ebsbenefits.com Cathleen Harrington (Inactive) made changes -
        Hide
        cathleen.harrington@ebsbenefits.com Cathleen Harrington (Inactive) added a comment -

        OCSD:
        Hi, will you please look at this 1095C record. The EE:
        Richard Schlegel is a retiree and his dependents are not covered but show up on this 1095C.
        The Client wants a correct 1095C form.

        OCSD dependent not to be on 1095C.docx

        Jennifer Leugers
        Lorena.Nava@ebsbenefits.com

        Show
        cathleen.harrington@ebsbenefits.com Cathleen Harrington (Inactive) added a comment - OCSD: Hi, will you please look at this 1095C record. The EE: Richard Schlegel is a retiree and his dependents are not covered but show up on this 1095C. The Client wants a correct 1095C form. OCSD dependent not to be on 1095C.docx Jennifer Leugers Lorena.Nava@ebsbenefits.com
        Hide
        kumar.chhajed Kumar Chhajed (Inactive) added a comment -
        Show
        kumar.chhajed Kumar Chhajed (Inactive) added a comment - Hi Smita Pawar , Please look into this. CC Nandkumar Prabhakar Karlekar Revansiddha Gaur
        kumar.chhajed Kumar Chhajed (Inactive) made changes -
        Assignee Cathleen Harrington [ cathleen.harrington@ebsbenefits.com ] Smita Pawar [ smita.pawar ]
        smita.pawar Smita Pawar (Inactive) made changes -
        Assignee Smita Pawar [ smita.pawar ] Mahendra Mungase [ mahendra.mungase ]
        kumar.chhajed Kumar Chhajed (Inactive) logged work - 28/Apr/17 07:16 AM - edited
        • Time Spent:
          0.75h
           

          Discussion with mahendra

        kumar.chhajed Kumar Chhajed (Inactive) made changes -
        Remaining Estimate 2h [ 7200 ] 1.75h [ 6300 ]
        Time Spent 6h [ 21600 ] 6.25h [ 22500 ]
        Worklog Id 41843 [ 41843 ]
        mahendra.mungase Mahendra Mungase (Inactive) logged work - 28/Apr/17 08:06 AM
        • Time Spent:
          1h
           

          Analysis of comments and taking action

        mahendra.mungase Mahendra Mungase (Inactive) made changes -
        Remaining Estimate 1.75h [ 6300 ] 0.75h [ 2700 ]
        Time Spent 6.25h [ 22500 ] 7.25h [ 26100 ]
        Worklog Id 41953 [ 41953 ]
        kumar.chhajed Kumar Chhajed (Inactive) made changes -
        Remaining Estimate 0.75h [ 2700 ] 0.25h [ 900 ]
        Time Spent 7.25h [ 26100 ] 7.75h [ 27900 ]
        Worklog Id 41843 [ 41843 ]
        ramya.tantry Ramya Tantry (Inactive) logged work - 28/Apr/17 12:50 PM
        • Time Spent:
          0.5h
           

          Discussion with Nandu

        ramya.tantry Ramya Tantry (Inactive) made changes -
        Remaining Estimate 0.25h [ 900 ] 0h [ 0 ]
        Time Spent 7.75h [ 27900 ] 8.25h [ 29700 ]
        Worklog Id 42381 [ 42381 ]
        mahendra.mungase Mahendra Mungase (Inactive) made changes -
        Attachment Richard_Schlegel.jpg [ 46621 ]
        Hide
        mahendra.mungase Mahendra Mungase (Inactive) added a comment -

        Hi Cathleen Harrington

        We did analysis of mentioned issue and observed that - correction for Richard Schlegel is done through "ACA 1095C correction".In this correction Dependent also selected for all months.
        Please see attached screen shot for more info.

        We have removed the Covered Individuals for dependents and save the correction.
        After above correction, we have tried to re-run 1095C but we could not because server CPU utilization went to high.

        Kindly request you don't run this 1095C from your end. We will update you on 05/02/2017.

        CC- Nandkumar Prabhakar Karlekar Smita Pawar Rakesh Roy

        Show
        mahendra.mungase Mahendra Mungase (Inactive) added a comment - Hi Cathleen Harrington We did analysis of mentioned issue and observed that - correction for Richard Schlegel is done through "ACA 1095C correction".In this correction Dependent also selected for all months. Please see attached screen shot for more info. We have removed the Covered Individuals for dependents and save the correction. After above correction, we have tried to re-run 1095C but we could not because server CPU utilization went to high. Kindly request you don't run this 1095C from your end. We will update you on 05/02/2017. CC- Nandkumar Prabhakar Karlekar Smita Pawar Rakesh Roy
        mahendra.mungase Mahendra Mungase (Inactive) made changes -
        Status Waiting for Customer Input [ 10500 ] In Progress [ 3 ]
        Hide
        mahendra.mungase Mahendra Mungase (Inactive) added a comment - - edited

        Hi Cathleen Harrington

        Still we are working on above issue.Can you please let us know when you expect this change.

        CC- Nandkumar Prabhakar Karlekar Kumar Chhajed Smita Pawar Jennifer Leugers

        Thanks
        Mahendra

        Show
        mahendra.mungase Mahendra Mungase (Inactive) added a comment - - edited Hi Cathleen Harrington Still we are working on above issue.Can you please let us know when you expect this change. CC- Nandkumar Prabhakar Karlekar Kumar Chhajed Smita Pawar Jennifer Leugers Thanks Mahendra
        kumar.chhajed Kumar Chhajed (Inactive) logged work - 02/May/17 02:00 PM
        • Time Spent:
          2h
           

          issue finding
          discussion with mahendra and ramya

        kumar.chhajed Kumar Chhajed (Inactive) made changes -
        Time Spent 8.25h [ 29700 ] 10.25h [ 36900 ]
        Worklog Id 42734 [ 42734 ]
        Hide
        cathleen.harrington@ebsbenefits.com Cathleen Harrington (Inactive) added a comment -

        Hi Mahendra,

        We needed to get this immediately, the Client is asking for this form for their Employee.

        Respectfully,

        Cathy Harrington | WORKTERRA Project Manager
        PH: 925-218-3527 | FAX: 925-460-3920 | cathleen.harrington@workterra.com

        [cid:image007.png@01D2C31E.10475070][Description: Description: Description: Description: Description: Workterra 300dpi_logo (2)]DISCLAIMER
        This e-mail message (including attachments, if any) is intended for the use of the individual or entity to which it is addressed and may contain information that is privileged, proprietary, confidential and exempt from disclosure. If you are not the intended recipient, you are notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify the sender and erase this e-mail message immediately.

        From: Mahendra Mungase (JIRA) jira@workterra.atlassian.net
        Sent: Tuesday, May 2, 2017 5:35 AM
        To: Cathleen Harrington <cathleen.harrington@ebsbenefits.com>
        Subject: [JIRA] (WT-6670) ACA - 2017 Orange County Sanitation District (OCSD) 1095C Reports

        [Image removed by sender.]

        Mahendra Mungase<https://workterra.atlassian.net/secure/ViewProfile.jspa?name=mahendra.mungase> edited a comment on [Support Activity] WT-6670<https://workterra.atlassian.net/browse/WT-6670>

        Re: ACA - 2017 Orange County Sanitation District (OCSD) 1095C Reports<https://workterra.atlassian.net/browse/WT-6670>

        Hi Cathleen Harrington

        Still we are working on above issue. Can you please let us know when you expect this change.

        CC- Nandkumar Prabhakar Karlekar Kumar Chhajed Smita Pawar Jennifer Leugers

        Thanks
        Mahendra

        [Add Comment]<https://workterra.atlassian.net/browse/WT-6670#add-comment>

        Add Comment<https://workterra.atlassian.net/browse/WT-6670#add-comment>

        This message was sent by Atlassian JIRA (v1000.929.1#100040-sha1:44337ab)

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        Show
        cathleen.harrington@ebsbenefits.com Cathleen Harrington (Inactive) added a comment - Hi Mahendra, We needed to get this immediately, the Client is asking for this form for their Employee. Respectfully, Cathy Harrington | WORKTERRA Project Manager PH: 925-218-3527 | FAX: 925-460-3920 | cathleen.harrington@workterra.com [cid:image007.png@01D2C31E.10475070] [Description: Description: Description: Description: Description: Workterra 300dpi_logo (2)] DISCLAIMER This e-mail message (including attachments, if any) is intended for the use of the individual or entity to which it is addressed and may contain information that is privileged, proprietary, confidential and exempt from disclosure. If you are not the intended recipient, you are notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify the sender and erase this e-mail message immediately. From: Mahendra Mungase (JIRA) jira@workterra.atlassian.net Sent: Tuesday, May 2, 2017 5:35 AM To: Cathleen Harrington <cathleen.harrington@ebsbenefits.com> Subject: [JIRA] ( WT-6670 ) ACA - 2017 Orange County Sanitation District (OCSD) 1095C Reports [Image removed by sender.] Mahendra Mungase< https://workterra.atlassian.net/secure/ViewProfile.jspa?name=mahendra.mungase > edited a comment on [Support Activity] WT-6670 < https://workterra.atlassian.net/browse/WT-6670 > Re: ACA - 2017 Orange County Sanitation District (OCSD) 1095C Reports< https://workterra.atlassian.net/browse/WT-6670 > Hi Cathleen Harrington Still we are working on above issue. Can you please let us know when you expect this change. CC- Nandkumar Prabhakar Karlekar Kumar Chhajed Smita Pawar Jennifer Leugers Thanks Mahendra [Add Comment] < https://workterra.atlassian.net/browse/WT-6670#add-comment > Add Comment< https://workterra.atlassian.net/browse/WT-6670#add-comment > This message was sent by Atlassian JIRA (v1000.929.1#100040-sha1:44337ab) [Atlassian logo]
        cathleen.harrington@ebsbenefits.com Cathleen Harrington (Inactive) made changes -
        Attachment image007.png [ 46836 ]
        Attachment image008.png [ 46837 ]
        Attachment image009.jpg [ 46838 ]
        Attachment image010.png [ 46839 ]
        ramya.tantry Ramya Tantry (Inactive) logged work - 02/May/17 05:57 PM
        • Time Spent:
          0.5h
           

          Discussion with Kumar

        ramya.tantry Ramya Tantry (Inactive) made changes -
        Time Spent 10.25h [ 36900 ] 10.75h [ 38700 ]
        Worklog Id 42805 [ 42805 ]
        Hide
        smita.pawar Smita Pawar (Inactive) added a comment -

        Hi Cathleen Harrington,

        We are done with correction of 'Richard Schlegel' employee on OCSD for Hspl company.
        We are sending PDF in separate email.

        Thanks,
        Smita

        FYI Nandkumar Prabhakar Karlekar,Sachin Hingole,Revansiddha Gaur,Rakesh Roy

        Show
        smita.pawar Smita Pawar (Inactive) added a comment - Hi Cathleen Harrington , We are done with correction of 'Richard Schlegel' employee on OCSD for Hspl company. We are sending PDF in separate email. Thanks, Smita FYI Nandkumar Prabhakar Karlekar , Sachin Hingole , Revansiddha Gaur , Rakesh Roy
        smita.pawar Smita Pawar (Inactive) made changes -
        Assignee Mahendra Mungase [ mahendra.mungase ] Cathleen Harrington [ cathleen.harrington@ebsbenefits.com ]
        smita.pawar Smita Pawar (Inactive) logged work - 03/May/17 01:58 PM
        • Time Spent:
          2.5h
           

          Customization
          Jira updates
          Draft
          Reply

        smita.pawar Smita Pawar (Inactive) made changes -
        Time Spent 10.75h [ 38700 ] 13.25h [ 47700 ]
        Worklog Id 42977 [ 42977 ]
        kumar.chhajed Kumar Chhajed (Inactive) logged work - 03/May/17 02:08 PM
        • Time Spent:
          0.5h
           

          Generate Report

        kumar.chhajed Kumar Chhajed (Inactive) made changes -
        Time Spent 13.25h [ 47700 ] 13.75h [ 49500 ]
        Worklog Id 42982 [ 42982 ]
        mandark Mandar Kulkarni (Inactive) made changes -
        Resolution Done [ 10000 ]
        Status In Progress [ 3 ] Resolved [ 5 ]
        mandark Mandar Kulkarni (Inactive) made changes -
        Status Resolved [ 5 ] Closed [ 6 ]
        Hide
        mandark Mandar Kulkarni (Inactive) added a comment -

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

        -----------------------------------------------------
        CC: Vijay Siddha, Satya, Jaideep Vinchurkar

        Show
        mandark Mandar Kulkarni (Inactive) added a comment - Hello Cathleen Harrington , I am marking this ticket as closed for now. Feel free to reopen in case any further action expected on this. Thanks. ----------------------------------------------------- CC: Vijay Siddha , Satya , Jaideep Vinchurkar
        mandark Mandar Kulkarni (Inactive) made changes -
        Resolution Done [ 10000 ]
        Status Closed [ 6 ] Reopened [ 4 ]
        mandark Mandar Kulkarni (Inactive) made changes -
        Resolution Done [ 10000 ]
        Status Reopened [ 4 ] Closed [ 6 ]
        Transition Time In Source Status Execution Times
        Mahendra Mungase (Inactive) made transition -
        Open Waiting for Customer Input
        1m 8s 1
        Kumar Chhajed (Inactive) made transition -
        In Progress Waiting for Customer Input
        1h 25m 1
        Mahendra Mungase (Inactive) made transition -
        Waiting for Customer Input In Progress
        157d 19h 52m 2
        Mandar Kulkarni (Inactive) made transition -
        In Progress Resolved
        143d 2h 32m 1
        Mandar Kulkarni (Inactive) made transition -
        Resolved Closed
        2s 1
        Mandar Kulkarni (Inactive) made transition -
        Closed Reopen
        34s 1
        Mandar Kulkarni (Inactive) made transition -
        Reopen Closed
        10s 1

          People

          Assignee:
          cathleen.harrington@ebsbenefits.com Cathleen Harrington (Inactive)
          Reporter:
          mahendra.mungase Mahendra Mungase (Inactive)
          Account Executive:
          Jennifer Leugers
          Votes:
          0 Vote for this issue
          Watchers:
          7 Start watching this issue

            Dates

            Created:
            Updated:
            Resolved:

              Time Tracking

              Estimated:
              Original Estimate - 8h Original Estimate - 8h
              8h
              Remaining:
              Remaining Estimate - 0h
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              Logged:
              Time Spent - 13.75h
              13.75h