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  1. WORKTERRA
  2. WT-6671

ACA - 2017 Parkview 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:
      Parkview Medical Center
    • Module:
      ACA - 2017

      Attachments

        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 ]
        ramya.tantry Ramya Tantry (Inactive) made changes -
        Remaining Estimate 4h [ 14400 ]
        Original Estimate 4h [ 14400 ]
        ramya.tantry Ramya Tantry (Inactive) logged work - 09/Dec/16 09:51 AM
        • Time Spent:
          0.5h
           

          Check ACA Customization.
          verify EIN mapping
          Set Rule to EIN
          Furnish 1095C report.
          verify Sample pdf
          verify Analysis report.

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

        Hi Jennifer Leugers,

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

        CC:Nandkumar Prabhakar Karlekar,Sachin Hingole

        Show
        ramya.tantry Ramya Tantry (Inactive) added a comment - Hi Jennifer Leugers , We have run "2016 1095C for Parkview" report. Please refer latest run for verification. CC: Nandkumar Prabhakar Karlekar , Sachin Hingole
        ramya.tantry Ramya Tantry (Inactive) made changes -
        Remaining Estimate 4h [ 14400 ] 3.5h [ 12600 ]
        Time Spent 0.5h [ 1800 ]
        Worklog Id 12304 [ 12304 ]
        pfiedler peggy fiedler (Inactive) made changes -
        Hide
        pfiedler peggy fiedler (Inactive) added a comment -
        Show
        pfiedler peggy fiedler (Inactive) added a comment - ACA COBRA Data from RCI 2016 (1).xlsx Per Jen L request
        Hide
        pfiedler peggy fiedler (Inactive) added a comment -

        Please load into WT.

        Thank you!!

        Show
        pfiedler peggy fiedler (Inactive) added a comment - Please load into WT. Thank you!!
        jennifer.leugers Jennifer Leugers made changes -
        Assignee Jennifer Leugers [ jennifer.leugers ] Ramya Tantry [ ramya.tantry ]
        ramya.tantry Ramya Tantry (Inactive) made changes -
        Assignee Ramya Tantry [ ramya.tantry ] Yogesh Chaudhari [ yogesh.chaudhari ]
        yogesh.chaudhari Yogesh Chaudhari (Inactive) logged work - 13/Jan/17 08:20 AM
        • Time Spent:
          4.5h
           

          Analysis of data provided by client and shared with him.

        Hide
        yogesh.chaudhari Yogesh Chaudhari (Inactive) added a comment -

        Hi peggy fiedler Jennifer Leugers

        1. Employee Information contains 33 employees out of these 29 employee already exists in the system.We need to import below 4 employee.

        1. KATHERINE BENTON
        2. PATTI FRIEND-BENNETT
        3. John Bensik
        4. AARON JIMENEZ

        Below required information is missing in the sheet for these 4 employees. Please provide these info so that we can import these employee.

        • Employee Date of employment
        • Enrollment Gross Salary Per Pay Cycle Frequency (Should we consider as Bi-Weekly?)
        • Employee Gross annual Salary
        • Employee Class1
        • Employee Type (Should we consider as Full-time?)

        2. 29 employees those are already exists, we will consider annual salary in the system for generating 1095C report . Please confirm.
        If not then need to provide Gross annual Salary for these 29 employees as well.

        3.In the Benefit Election tab,Enrollment Employer Post-Tax and Enrollment Employee Post-Tax is not provided for all employees. Please provide this.

        Nandkumar Prabhakar Karlekar Sachin Hingole

        Show
        yogesh.chaudhari Yogesh Chaudhari (Inactive) added a comment - Hi peggy fiedler Jennifer Leugers 1. Employee Information contains 33 employees out of these 29 employee already exists in the system.We need to import below 4 employee. KATHERINE BENTON PATTI FRIEND-BENNETT John Bensik AARON JIMENEZ Below required information is missing in the sheet for these 4 employees. Please provide these info so that we can import these employee. Employee Date of employment Enrollment Gross Salary Per Pay Cycle Frequency (Should we consider as Bi-Weekly?) Employee Gross annual Salary Employee Class1 Employee Type (Should we consider as Full-time?) 2. 29 employees those are already exists, we will consider annual salary in the system for generating 1095C report . Please confirm. If not then need to provide Gross annual Salary for these 29 employees as well. 3.In the Benefit Election tab,Enrollment Employer Post-Tax and Enrollment Employee Post-Tax is not provided for all employees. Please provide this. Nandkumar Prabhakar Karlekar Sachin Hingole
        yogesh.chaudhari Yogesh Chaudhari (Inactive) made changes -
        Remaining Estimate 3.5h [ 12600 ] 0h [ 0 ]
        Time Spent 0.5h [ 1800 ] 5h [ 18000 ]
        Worklog Id 19242 [ 19242 ]
        yogesh.chaudhari Yogesh Chaudhari (Inactive) logged work - 16/Jan/17 08:48 AM
        • Time Spent:
          6.5h
           

          Analysis of file and asked provided queries to client.

        yogesh.chaudhari Yogesh Chaudhari (Inactive) made changes -
        Attachment Terminated_Employee_System.zip [ 37428 ]
        Hide
        yogesh.chaudhari Yogesh Chaudhari (Inactive) added a comment -

        Hi peggy fiedler Jennifer Leugers

        We have done detail analysis of existing 29 employee in the system, see the below observations.

        1. From 29 employees those are already exists in system almost 24 employee is terminated but termination date in system is not match with the termination provide termination date in 'Employee Information' sheet except for*SHAYLA JOHNSON* employee.
        Please find the attached details for these employees Terminated_Employee_System.zip .
        Password sent in mail.
        Should we override the provided termination date with the existing termination date in system?

        2. In 'Employee Information' sheet, termination date for DIANE SCHNEIDER is 04/03/2016, but in the system his status is active from 04/04/2016. Earlier she was de-active in the system from 03/20/2016.

        3. In 'Employee Information' sheet,CAROL PATTERSON termination date is 05/01/2016, but her status is already Cobra in the system from 12/31/2014.

        4. In 'Employee Information' sheet, CHRISTINE CORDOVA termination date is 09/18/2016, but in the system her status is active from 09/19/2016. Earlier she was de-active in the system from 08/15/2016

        5.In 'Employee Information' sheet, Nancy Colegrove termination date is 12/31/2016, but in the system her status is de-active from 11/28/2016.

        Please let us know your thoughts for above 4 employees.

        Note : If you provide expected 1095C codes for all these employee we can imports code directly and furnish 1095C for these employees.

        Nandkumar Prabhakar Karlekar Sachin Hingole

        Show
        yogesh.chaudhari Yogesh Chaudhari (Inactive) added a comment - Hi peggy fiedler Jennifer Leugers We have done detail analysis of existing 29 employee in the system, see the below observations. 1. From 29 employees those are already exists in system almost 24 employee is terminated but termination date in system is not match with the termination provide termination date in 'Employee Information' sheet except for*SHAYLA JOHNSON* employee. Please find the attached details for these employees Terminated_Employee_System.zip . Password sent in mail. Should we override the provided termination date with the existing termination date in system? 2. In 'Employee Information' sheet, termination date for DIANE SCHNEIDER is 04/03/2016, but in the system his status is active from 04/04/2016. Earlier she was de-active in the system from 03/20/2016. 3. In 'Employee Information' sheet,CAROL PATTERSON termination date is 05/01/2016, but her status is already Cobra in the system from 12/31/2014. 4. In 'Employee Information' sheet, CHRISTINE CORDOVA termination date is 09/18/2016, but in the system her status is active from 09/19/2016. Earlier she was de-active in the system from 08/15/2016 5.In 'Employee Information' sheet, Nancy Colegrove termination date is 12/31/2016, but in the system her status is de-active from 11/28/2016. Please let us know your thoughts for above 4 employees. Note : If you provide expected 1095C codes for all these employee we can imports code directly and furnish 1095C for these employees. Nandkumar Prabhakar Karlekar Sachin Hingole
        Hide
        pfiedler peggy fiedler (Inactive) added a comment -

        Parkview response on these 4 EEs please advise:

        Some of these people were never Parkview employees (they are dependents of former employees), so they don’t have salary information, dates of employment, or an “Employee Type.” Do we leave the data blank in that situation?

        KATHERINE BENTON
        PATTI FRIEND-BENNETT
        John Bensik
        AARON JIME

        Show
        pfiedler peggy fiedler (Inactive) added a comment - Parkview response on these 4 EEs please advise: Some of these people were never Parkview employees (they are dependents of former employees), so they don’t have salary information, dates of employment, or an “Employee Type.” Do we leave the data blank in that situation? KATHERINE BENTON PATTI FRIEND-BENNETT John Bensik AARON JIME
        nandkumar Nandkumar Prabhakar Karlekar (Inactive) logged work - 17/Jan/17 12:52 AM
        • Time Spent:
          1h
           
          <No comment>
        Hide
        yogesh.chaudhari Yogesh Chaudhari (Inactive) added a comment -

        Hi peggy fiedler Jennifer Leugers

        Can we override the provided termination date with the existing termination date in system for these 29 employees?

        If you permit us to override with the provided termination date then we will provide you whatever 1095C codes coming for these employees and with their covered individuals data.

        Once you will overviewed / checked codes files sent by us, then make the expected or required changes in code file for these employees and provide us.
        Then we will import expected 1095C codes in system and provide you the 1095C forms with the expected 1095C codes for these employees.

        Please let us know your thoughts on same.

        Nandkumar Prabhakar Karlekar Sachin HingoleMahendra Mungase

        Show
        yogesh.chaudhari Yogesh Chaudhari (Inactive) added a comment - Hi peggy fiedler Jennifer Leugers Can we override the provided termination date with the existing termination date in system for these 29 employees? If you permit us to override with the provided termination date then we will provide you whatever 1095C codes coming for these employees and with their covered individuals data. Once you will overviewed / checked codes files sent by us, then make the expected or required changes in code file for these employees and provide us. Then we will import expected 1095C codes in system and provide you the 1095C forms with the expected 1095C codes for these employees. Please let us know your thoughts on same. Nandkumar Prabhakar Karlekar Sachin Hingole Mahendra Mungase
        yogesh.chaudhari Yogesh Chaudhari (Inactive) made changes -
        Assignee Yogesh Chaudhari [ yogesh.chaudhari ] peggy fiedler [ pfiedler ]
        yogesh.chaudhari Yogesh Chaudhari (Inactive) made changes -
        Time Spent 5h [ 18000 ] 11.5h [ 41400 ]
        Worklog Id 19689 [ 19689 ]
        nandkumar Nandkumar Prabhakar Karlekar (Inactive) made changes -
        Time Spent 11.5h [ 41400 ] 12.5h [ 45000 ]
        Worklog Id 20598 [ 20598 ]
        Hide
        yogesh.chaudhari Yogesh Chaudhari (Inactive) added a comment -

        Hi peggy fiedler

        Please let us know your inputs on above comment.

        Note : We recommend that, please provide us the expected 1095C codes for all the these employees. We will import provided 1095C codes in the systemand furnish 1095C for these employees.

        Nandkumar Prabhakar KarlekarSachin HingoleBharti Satpute

        Show
        yogesh.chaudhari Yogesh Chaudhari (Inactive) added a comment - Hi peggy fiedler Please let us know your inputs on above comment. Note : We recommend that, please provide us the expected 1095C codes for all the these employees. We will import provided 1095C codes in the systemand furnish 1095C for these employees. Nandkumar Prabhakar Karlekar Sachin Hingole Bharti Satpute
        pfiedler peggy fiedler (Inactive) made changes -
        Assignee peggy fiedler [ pfiedler ] Yogesh Chaudhari [ yogesh.chaudhari ]
        Hide
        pfiedler peggy fiedler (Inactive) added a comment -

        Per the client:

        I was speaking with our IT Team who helped generate this report and they did not see that these fields needed to be filled in, as they didn’t do this last year when creating this report.

        Jennifer Leugers should Dev do what they said up above with the override??

        Show
        pfiedler peggy fiedler (Inactive) added a comment - Per the client: I was speaking with our IT Team who helped generate this report and they did not see that these fields needed to be filled in, as they didn’t do this last year when creating this report. Jennifer Leugers should Dev do what they said up above with the override??
        nandkumar Nandkumar Prabhakar Karlekar (Inactive) logged work - 28/Jan/17 01:01 AM
        • Time Spent:
          2h
           
          <No comment>
        yogesh.chaudhari Yogesh Chaudhari (Inactive) logged work - 31/Jan/17 10:11 AM
        • Time Spent:
          8h
           

          Imported data for parkview

        yogesh.chaudhari Yogesh Chaudhari (Inactive) made changes -
        Attachment Employee_1095C_Codes.zip [ 38704 ]
        Hide
        yogesh.chaudhari Yogesh Chaudhari (Inactive) added a comment -

        Hi peggy fiedler

        We have imported benefit election and offer data of provided employee's in the system. We have not changed demographic information for any employee like employee status ,employee termination date etc in the system.
        We have run the 1095C report for 2016, please find the attached Employee_1095C_Codes.zip report contains 1095C codes and covered individual Part-III data for the provided employee's.

        If required, correct 1095C code and covered individual data in provided file and sent us the corrected file. We will import the corrected 1095C code and covered individual data in the system and re-run 1095C report which will generated 1095C PDF as expected.

        Password sent in mail.

        Nandkumar Prabhakar KarlekarSachin HingoleBharti Satpute Jennifer Leugers

        Show
        yogesh.chaudhari Yogesh Chaudhari (Inactive) added a comment - Hi peggy fiedler We have imported benefit election and offer data of provided employee's in the system. We have not changed demographic information for any employee like employee status ,employee termination date etc in the system. We have run the 1095C report for 2016, please find the attached Employee_1095C_Codes.zip report contains 1095C codes and covered individual Part-III data for the provided employee's. If required, correct 1095C code and covered individual data in provided file and sent us the corrected file. We will import the corrected 1095C code and covered individual data in the system and re-run 1095C report which will generated 1095C PDF as expected. Password sent in mail. Nandkumar Prabhakar Karlekar Sachin Hingole Bharti Satpute Jennifer Leugers
        yogesh.chaudhari Yogesh Chaudhari (Inactive) made changes -
        Assignee Yogesh Chaudhari [ yogesh.chaudhari ] peggy fiedler [ pfiedler ]
        Hide
        nandkumar Nandkumar Prabhakar Karlekar (Inactive) added a comment -

        Jennifer Leugers

        Can we get the updated code correction file today. This will help us to proceed with final run.

        Show
        nandkumar Nandkumar Prabhakar Karlekar (Inactive) added a comment - Jennifer Leugers Can we get the updated code correction file today. This will help us to proceed with final run.
        nandkumar Nandkumar Prabhakar Karlekar (Inactive) made changes -
        Time Spent 12.5h [ 45000 ] 14.5h [ 52200 ]
        Worklog Id 22191 [ 22191 ]
        yogesh.chaudhari Yogesh Chaudhari (Inactive) made changes -
        Time Spent 14.5h [ 52200 ] 22.5h [ 81000 ]
        Worklog Id 22257 [ 22257 ]
        pfiedler peggy fiedler (Inactive) made changes -
        Assignee peggy fiedler [ pfiedler ] Nandkumar [ satyap ]
        Hide
        pfiedler peggy fiedler (Inactive) added a comment -

        Client is waiting on final run - Thank you

        Show
        pfiedler peggy fiedler (Inactive) added a comment - Client is waiting on final run - Thank you
        Hide
        nandkumar Nandkumar Prabhakar Karlekar (Inactive) added a comment -

        Kumar Chhajed

        Please run run this report.

        Show
        nandkumar Nandkumar Prabhakar Karlekar (Inactive) added a comment - Kumar Chhajed Please run run this report.
        nandkumar Nandkumar Prabhakar Karlekar (Inactive) made changes -
        Assignee Nandkumar [ satyap ] Kumar Chhajed [ kumar.chhajed ]
        kumar.chhajed Kumar Chhajed (Inactive) made changes -
        Assignee Kumar Chhajed [ kumar.chhajed ] Mahendra Mungase [ mahendra.mungase ]
        Hide
        kumar.chhajed Kumar Chhajed (Inactive) added a comment -

        Hi Mahendra Mungase,

        Please run the report and Verify codes validation

        Show
        kumar.chhajed Kumar Chhajed (Inactive) added a comment - Hi Mahendra Mungase , Please run the report and Verify codes validation
        Hide
        mahendra.mungase Mahendra Mungase (Inactive) added a comment -

        Can you please take this JIRA

        Show
        mahendra.mungase Mahendra Mungase (Inactive) added a comment - Can you please take this JIRA
        mahendra.mungase Mahendra Mungase (Inactive) made changes -
        Assignee Mahendra Mungase [ mahendra.mungase ] Smita Pawar [ smita.pawar ]
        ramya.tantry Ramya Tantry (Inactive) logged work - 06/Feb/17 12:37 PM
        • Time Spent:
          0.5h
           

          eligibility run and internal discussion with Smita

        ramya.tantry Ramya Tantry (Inactive) made changes -
        Time Spent 22.5h [ 81000 ] 23h [ 82800 ]
        Worklog Id 23260 [ 23260 ]
        Hide
        smita.pawar Smita Pawar (Inactive) added a comment - - edited

        Hi Peggy,

        We have Rerun reports for "Parkview Medical Center".
        Please refer latest run, steps to down reports are as follows.

        1.Login to Production with Partner.
        2.Edit company Parkview Medical Center.
        3.Navigate to "Home >> Company Home >> BenAdmin Home >> BenAdmin Company Home >> ACA >> IRS Report".
        4.Edit Reports.
        5.Click on Show Runs and wait till "ACA Report Finalization" pop up to open.
        6.Download zip folder for latest RUN by clicking on Download link.

        Let us know if you need any additional information.

        FYI Sachin Hingole,Mahendra MungaseNandkumar Prabhakar Karlekar,Ramya Tantry,Kumar Chhajed

        Show
        smita.pawar Smita Pawar (Inactive) added a comment - - edited Hi Peggy, We have Rerun reports for "Parkview Medical Center". Please refer latest run, steps to down reports are as follows. 1.Login to Production with Partner. 2.Edit company Parkview Medical Center. 3.Navigate to "Home >> Company Home >> BenAdmin Home >> BenAdmin Company Home >> ACA >> IRS Report". 4.Edit Reports. 5.Click on Show Runs and wait till "ACA Report Finalization" pop up to open. 6.Download zip folder for latest RUN by clicking on Download link. Let us know if you need any additional information. FYI Sachin Hingole , Mahendra Mungase Nandkumar Prabhakar Karlekar , Ramya Tantry , Kumar Chhajed
        smita.pawar Smita Pawar (Inactive) made changes -
        Assignee Smita Pawar [ smita.pawar ] peggy fiedler [ pfiedler ]
        smita.pawar Smita Pawar (Inactive) logged work - 06/Feb/17 01:05 PM
        • Time Spent:
          4.5h
           

          Analysis
          Offer import
          Eligibility
          Analytics report verification
          PDF verification

        smita.pawar Smita Pawar (Inactive) made changes -
        Time Spent 23h [ 82800 ] 27.5h [ 99000 ]
        Worklog Id 23276 [ 23276 ]
        Hide
        pfiedler peggy fiedler (Inactive) added a comment -

        Katherine Russell on the RCI Cobra file did not generate a 1095 C per the client - Can we generate one or is she ineligible?

        Thank you

        Show
        pfiedler peggy fiedler (Inactive) added a comment - Katherine Russell on the RCI Cobra file did not generate a 1095 C per the client - Can we generate one or is she ineligible? Thank you
        pfiedler peggy fiedler (Inactive) made changes -
        Assignee peggy fiedler [ pfiedler ] Smita Pawar [ smita.pawar ]
        Hide
        smita.pawar Smita Pawar (Inactive) added a comment -

        Hi peggy fiedler,

        This employee is ineligible.Termination date for employee 'Katherine Russell' is 06/30/2015.
        We have imported offer for this employee form 01/01/2016 to 10/22/2016 but actually this employee is terminated on 06/30/2015.As this employee is not enrolled in any ACA plan in year 2016, this employee's 1095-C form is not generated.

        PFA screen short for additional information.
        Let us know if you need any information.

        Thanks,
        Smita

        FYI Sachin Hingole,Nandkumar Prabhakar KarlekarKumar Chhajed,Revansiddha Gaur,Ramya Tantry

        Show
        smita.pawar Smita Pawar (Inactive) added a comment - Hi peggy fiedler , This employee is ineligible.Termination date for employee 'Katherine Russell' is 06/30/2015. We have imported offer for this employee form 01/01/2016 to 10/22/2016 but actually this employee is terminated on 06/30/2015.As this employee is not enrolled in any ACA plan in year 2016, this employee's 1095-C form is not generated. PFA screen short for additional information. Let us know if you need any information. Thanks, Smita FYI Sachin Hingole , Nandkumar Prabhakar Karlekar Kumar Chhajed , Revansiddha Gaur , Ramya Tantry
        smita.pawar Smita Pawar (Inactive) made changes -
        Attachment Parkview.png [ 39400 ]
        smita.pawar Smita Pawar (Inactive) logged work - 09/Feb/17 09:22 AM
        • Time Spent:
          3h
           

          1.Analysis
          2.Internal discussion
          3.Draft & reply

        smita.pawar Smita Pawar (Inactive) made changes -
        Assignee Smita Pawar [ smita.pawar ] peggy fiedler [ pfiedler ]
        smita.pawar Smita Pawar (Inactive) made changes -
        Time Spent 27.5h [ 99000 ] 30.5h [ 109800 ]
        Worklog Id 24002 [ 24002 ]
        ramya.tantry Ramya Tantry (Inactive) logged work - 09/Feb/17 09:57 AM
        • Time Spent:
          0.5h
           

          Internal discussion with Smita

        ramya.tantry Ramya Tantry (Inactive) made changes -
        Time Spent 30.5h [ 109800 ] 31h [ 111600 ]
        Worklog Id 24012 [ 24012 ]
        cathleen.harrington@ebsbenefits.com Cathleen Harrington (Inactive) made changes -
        Status Waiting for Customer Input [ 10500 ] Open [ 1 ]
        cathleen.harrington@ebsbenefits.com Cathleen Harrington (Inactive) made changes -
        Resolution Done [ 10000 ]
        Status Open [ 1 ] Resolved [ 5 ]
        satyap Satya made changes -
        Environment_New Production [ 18442 ]
        Transition Time In Source Status Execution Times
        Mahendra Mungase (Inactive) made transition -
        Open Waiting for Customer Input
        12s 1
        Cathleen Harrington (Inactive) made transition -
        Waiting for Customer Input Open
        81d 13h 39m 1
        Cathleen Harrington (Inactive) made transition -
        Open Resolved
        9s 1

          People

          Assignee:
          pfiedler peggy fiedler (Inactive)
          Reporter:
          mahendra.mungase Mahendra Mungase (Inactive)
          Account Executive:
          Jennifer Leugers
          Votes:
          0 Vote for this issue
          Watchers:
          7 Start watching this issue

            Dates

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            Updated:
            Resolved:

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