ACA Technology. User Guide

Transcription

1 ACA Technlgy User Guide

2 ACA Technlgy User Guide Table f Cntents TABLE OF CONTENTS... 1 INTRODUCTION... 2 STANDARD ACA REPORTS... 3 ACA LARGE EMPLOYER COMPLIANCE TEST... 3 ACA FULL-TIME LOOKBACK REPORT... 6 ACA AFFORDABLE COVERAGE DETERMINATION REPORT ACA PLAN RENEWAL AFFORDABILITY PROJECTION TOOL ACA REPORTING GROUPS ACA REPORT OPTIONS ACA EMPLOYER OVERRIDES ACA MEASUREMENT POLICIES POLICIES ELIGIBILITY ONGOING MEASUREMENT PERIODS ACA MEASUREMENT PERIODS-EMPLOYEE LEVEL ACA MEASUREMENT PERIOD PAYROLL PROCESS UTILITY NEW HIRES/INITIAL MEASUREMENT PERIODS ONGOING EMPLOYEES/STANDARD MEASUREMENT PERIODS REPORT OPTIONS ACA MONTHLY MEASUREMENT STATUS REPORT ACA LOOK-BACK CHANGE IN STATUS REPORT ACA REPORT OVERRIDES -EMPLOYEE LEVEL NON-EMPLOYEE OVERRIDES AND 1095 B FORMS HOW ISOLVED POPULATES FORM 1094-B HOW ISOLVED POPULATES FORM 1095-B AND 1095 C FORMS HOW ISOLVED POPULATES FORM 1094-C SYSTEM SETUP STEPS TO ADD AN AGGREGATED ALE GROUP MEMBERS STEPS TO ADD A DGE STEPS TO COMPLETE ACA REPORT OPTIONS FOR 1094/1095 B AND C PRINTING STEPS TO ADD A MONTHLY MEASUREMENT POLICY STEPS TO ADD A LOOK-BACK MEASUREMENT POLICY GLOSSARY OF TERMS PAGE 1 LAST UPDATED: 9/8/2015

3 ACA Technlgy User Guide Intrductin The Affrdable Care Act (ACA) was signed int law in March f 2010, with the intent t expand cverage, cntrl health care csts, and imprve the healthcare delivery system. Tw key cmpnents f the act include the individual mandate and the emplyer mandate. U.S. citizens and legal residents are required by the ACA t have qualifying health cverage r pay a tax penalty. Exemptins are available under select circumstances. Emplyers with 50 r mre full-time emplyees are required by the ACA t ffer qualifying health cverage r ptentially face penalties based n whether any f their emplyees receive premium tax credits fr their qualifying cverage. Emplyers are nt nly respnsible fr ffering cverage but als fr reprting under Sectins 6055 and 6056 n the ffer f cverage t each individual as well as ther plan details. The islved system has the technlgy emplyers need t assist them in determining whether they are subject t the ACA s emplyer requirements, wh qualify fr cverage, assessing affrdability-anther key cmpnent f the act, and generating the required frms necessary fr filing with individuals and the IRS. islved ACA Cmpliance Slutins islved ffers a custmizable slutin fr ACA cmpliance. The fllwing tls are part f the islved technlgy that supprts emplyers in cmplying with the law. Standard ACA Reprts ACA Large Emplyer Cmpliance Test-determines whether the emplyer meets the criteria f an applicable large emplyer ACA Full-time Lkback Reprt-measures emplyee hurs t determine full-time status ACA Affrdable Cverage Determinatin Reprt-determines whether any f the safe harbr ptins apply t the plan ACA Affrdability Prjectin Tl-prjects affrdability under Rate f Pay and W-2 wages safe harbr cmpared t a defined benefit rate which can be adjusted fr renewal Measurement perid plicy-permits set up f measurement perids t track measurement perids, administrative perids and stability perids fr bth initial and nging emplyees. Measurement perid functinality t adjust ACA status when validated by the data. Autmated ffers f cverage in cnjunctin with the life events wizard. Measurement perid results reprts ACA Lk-back Change in Status Reprt ACA Mnthly Measurement Status Reprt Generatin f applicable B and C frms fr emplyees, nn-emplyees and COBRA participants. Print and file capabilities f applicable B and C frms fr emplyees, nn-emplyees and COBRA participants. PAGE 2 LAST UPDATED: 9/8/2015

4 Standard ACA Reprts ACA Large Emplyer Cmpliance Test ACA Technlgy User Guide The first step in determining what, if any, requirements an emplyer is respnsible fr under the ACA is whether the emplyer is cnsidered t emply 50 r mre full-time emplyees and is therefre an Applicable Large Emplyer (ALE.) islved prvides a standard reprt t cunt the number f full time emplyees per mnth, in a given date range t assist the emplyer in determining their status as an ALE. In rder t prperly ppulate the reprt, the system requires tracking f emplyees based n ACA Status using the Emplyment Categry field. Clients can assign their wn unique categries f emplyees t the applicable ACA status utilizing the fllwing setup: Client Management>Tables>Emplyment Categries In additin t assigning ACA Emplyment Status, emplyers will als need t determine what hurs t use fr the calculatin t determine large emplyer status based n the IRS definitin f hurs f service. The fllwing guidelines are used by the islved system t determine the Ttal Hurs included in the ACA evaluatin. Ttal hurs Ttal hurs includes all paid hurs. This is all paid earnings that are nt If the client has an accumulatr setup with Accumulatr Cde = ACAHRS, that will be used, therwise, it will use all paid earnings that are nt The accumulatr is a means t capture all hurs the emplyer wants t recrd including unpaid hurs. PAGE 3 LAST UPDATED: 9/8/2015

5 ACA Technlgy User Guide ACA Large Emplyer Cmpliance Reprt Optins Filtering Frm Date Begin Date fr the evaluatin perid T Date End Date fr the evaluatin perid A reprt warning will generate if an invalid evaluatin perid is selected. Pay Grups Defaults t include all legal cmpanies. Can deselect any t exclude them. Gruping Gruping Optin Optin t grup and subttal the reprt by rganizatinal levels. A cmpany ttal f FTEs will generate at the end f the rganizatin ttals. Include Hurs Detail Page Prvides hur ttals by mnth fr each emplyee. Exclude ACA Full Time PAGE 4 LAST UPDATED: 9/8/2015

6 ACA Technlgy User Guide Excludes any emplyee with an ACA status f ACA Full Time frm the hurs detail. Frmat PDF ACA Large Emplyer Cmpliance Results The fllwing data is included in this reprt: Full Time Emplyee Cunt Mnthly cunt f all active emplyees with ACA Emplyment Status = ACA Full Time Ttal Hurs fr FTE Calculatin (all NON ACA Full Time emplyees) All Emplyees with ACA Emplyment Status nt equal t ACA Full Time r ACA Exempt Ttal Hurs Paid per emplyee up t hurs. If the client has an accumulatr setup with Accumulatr Cde = ACAHRS, it is used, therwise, it will use all paid earnings that are nt FTE Cunt The ttal hurs fr all NON Full Time emplyees is divided by 120 t arrive at the number FTE s fr each mnth. Ttal FTE Cunt Ttal Hurs FTE Calculatin/ hurs (30 hurs * 4 weeks a mnth) The cunt f Full Time emplyees is added t the cunt f FTE emplyees fr the Ttal FTE Cunt per mnth. Applicable Large Emplyer Determinatin The ttal FTEs fr twelve mnths is divided by twelve t get the average number f FTE s which is used t determine whether they are a Large Emplyer. PAGE 5 LAST UPDATED: 9/8/2015

7 ACA Technlgy User Guide Runding is nt used per the IRS. If the cunt fr a given mnth is it is cunted as 12. This is als true fr the final calculatin f average FTE used in determine if an emplyer has 50 emplyees wuld be cnsidered 49. Emplyee Hurs by Mnth When the Include Hurs Detail ptin is selected reprt displays emplyee name and hurs wrked fr each mnth fr the date range selected. Will display actual hurs wrked; hwever, fr FTE calculatin purpses the hurs are capped at 120/mnth per emplyee. ACA Full-time Lkback Reprt Once qualified as an Applicable Large Emplyer, the next step is t determine which emplyees must be ffered cverage. islved ffers the ACA Full-time Lkback Reprt t assist an emplyer in determining wh shuld be ffered cverage based n the hurs wrked. The purpse f the reprt is t identify emplyees, in a given lk back perid, that wrked average hurs greater than the ACA 30 hur threshld and therefre shuld be classified as ACA Full Time. This reprt calculates the average hurs wrked fr an emplyee in a given time frame and evaluates the average hurs against the emplyee s current ACA status. Emplyees that may require an ACA status update, based n their average hurs, are flagged n the reprt. ACA Full Time Lk Back Reprt Optins The fllwing ptins are available t cntrl the filtering and display f emplyees n the ACA Full Time Lk Back Reprt. PAGE 6 LAST UPDATED: 9/8/2015

8 ACA Technlgy User Guide Filtering On Ging Emplyee Frm Date: Begin Date fr the Lk Back Perid On Ging Emplyee T Date End Date fr the Lk Back Perid A reprt warning will generate and n data will return if an invalid lk back perid is selected. Pay Grups Reprt Optin Defaults t include all legal cmpanies. Can deselect any t exclude them. ACA Lk Back Summary Reprt ACA Pay Perid Detail Reprt-shws pay perid details fr each emplyee including perid start/end dates and ttal hurs wrked that perid. New Hire Measurement perid PAGE 7 LAST UPDATED: 9/8/2015

9 ACA Technlgy User Guide A value between 3 t 12 mnths. The New Hire measurement perid is used t determine if the new hire qualifies t be full time within the selected lk back perid. New Hire Start Date Optin Hire Date First day f mnth fllwing hire date Unin Emplyee Optin Based n emplyees with jb recrds that have been identified as a unin jb. Emplyee jbs must be maintained t return valid data using this ptin. Defaults t include all emplyees. Emplyee Type Optin Displays nly hurly r salary emplyees based n the emplyee pay type. Defaults t include all emplyee pay types. Include OnGing Emplyees Allws the user t include r exclude the Onging emplyees. Defaults t include Onging Emplyees. Include New Hires Allws the user t include r exclude any New Hires r emplyees wh have nt been emplyed fr ne full standard measurement perid. Defaults t include the New Hires. Include Only Status Changes Suppresses all emplyees whse lk back perid status matches their current emplyment categry ACA status. Only emplyees with alerts in the Change Requested clumn will display n the reprt. Exclude ACA Full Time Aggregate EE data Srt Optin Suppresses emplyees currently identified with an ACA Status f ACA Full Time. Enables cmpanies t exclude emplyees wh d nt need an hurs evaluatin frm the reprt. Beneficial fr cmpanies that d nt track hurs fr salaried emplyees. Aggregates emplyee hurs data fr emplyees wh have hurs wrked in multiple pay grups. Beneficial fr cmpanies cnsidered cntrl grups and must aggregate the data fr emplyees wh wrk in multiple cmpanies r transfer lcatins. PAGE 8 LAST UPDATED: 9/8/2015

10 ACA Technlgy User Guide Srts the reprt by emplyee name, ID r status, rganizatinal titles r cdes, emplyment status r legal cmpany. Defaults the srt based n average hurs (highest t lwest.) Organizatinal Level Wrk Lcatin Date Type Gruping Includes nly emplyees frm selected rganizatin grups. Defaults t include all. Includes nly emplyees frm selected wrk lcatins. Defaults t include all. Perid Ending Date is the nly ptin available. Pay perids included in the Average hurs calculatin fr the lk back perid will be based n the pay perid end date. Grup by Legal Cmpany Optins Frmat Grups the data tgether by legal cmpany with a page breaks in between legals. Defaults t gruping by legal. PDF Excel ACA Full Time Lk-Back Reprt Results The reprt is separated in tw sectins, t evaluate new hires and nging emplyees. Onging Emplyees Emplyees included in this sectin have been emplyed fr at least ne cmplete standard measurement perid, in ther wrds, hired prir t the beginning f the lk back perid. New Emplyees An emplyee hired within the lk back perid is cnsidered a new emplyee. Emplyees hired after the lk back perid are nt included in the reprt. PAGE 9 LAST UPDATED: 9/8/2015

11 ACA Technlgy User Guide The fllwing clumns are included in bth sectins: Emplyee Name Emplyee ID Legal Cmpany Wrk State Pay Type Hire Date Current ACA Status Based n the emplyee s current emplyment categry. "UNKNOWN": Indicates that the emplyee has nt been assigned an emplyment categry in the system PAGE 10 LAST UPDATED: 9/8/2015

12 ACA Technlgy User Guide Average Hurs Ttal hurs Ttal hurs wrked in the lk back perid divided by the number f weeks in the lk back perid. When Aggregate EE Data is selected the average hurs will display the same average fr bth emplyment recrds. Ttal hurs wrked in the lk back perid. Includes all paid hurs. If the client has an accumulatr setup with Accumulatr Cde = ACAHRS, that will be used, therwise, it will use all paid earnings that are nt When Aggregate EE Data is selected the average hurs will display the same ttals fr bth emplyment recrds. Lk Back Perid Status Results ACA Full Time status based n the average hurs wrked in the lk back perid. Emplyees with average hurs >= 30 will display an status f Full Time. Emplyees with average hurs <30 hurs will display a status f Part Time. Incmplete-emplyee has nt wrked a full measurement perid and therefre current status shuld cntinue. Yes, Offer Health Benefits: Emplyee achieved a Full Time Lk-Back Perid Status and as such qualifies fr benefits under the ACA. COBRA Event/Reductin f Hurs: Emplyee went frm Full Time Status t Part Time status s emplyee will lse benefit cverage at the start f the next stability perid due t a reductin f hurs, yu must change the ACA status in islved and ffer COBRA. EE Aggregate Data: Emplyee has hurs in mre than ne legal cmpany, data fr bth cmpanies was aggregated; therefre, status shuld be verified and adjusted accrdingly. Nt eligible at this Time: Emplyee did nt experience a change in status. N actin required: Emplyee has nt wrked during the cmplete prtin f the initial measurement perid. Current status shuld cntinue. PAGE 11 LAST UPDATED: 9/8/2015

13 ACA Technlgy User Guide Reprt Optin: ACA Pay Perid Detail Reprt Prvides supprting details fr ttal hurs and average hurs wrked. Includes hurs wrked fr the individual pay perids within the lk back perid. Identifies the number f weeks within the lk back perid. ACA Affrdable Cverage Determinatin Reprt Anther cmpnent f the Emplyer Shared Respnsibility prvisins mandates that cverage ffered t emplyees must be affrdable. In rder t be cnsidered affrdable the emplyee s required cntributin t the plan cannt exceed 9.56% (2015 number-will be indexed fr future years) f the emplyee s husehld incme fr the year. There is n practical way t knw what an emplyee s husehld incme may be s the Act allws an emplyer t use ne f three safe harbr methds t determine affrdability. The purpse f the reprt is t enable emplyers t determine whether minimum essential cverage is affrdable fr each full-time emplyee, based n the selected safe harbr methd. ACA Affrdable Cverage Determinatin Reprt Optins This reprt includes all emplyees with an ACA status f ACA Full Time and thse wh have Hurs (eg Variable) Met fr ACA Full Time Status at any time during the year fr which the reprt is run. PAGE 12 LAST UPDATED: 9/8/2015

14 ACA Technlgy User Guide Filtering As f Date Reprts data frm beginning f current calendar year thrugh this date. Pay Grups Defaults t include all legal cmpanies. Can deselect any t exclude them. Affrdable Safe Harbr Methd Current Year Prjected W-2 Wage Rate f Pay Federal Pverty Line Include Exceptins Only Allws the user t exclude emplyees wh meet the safe harbr criteria. Defaults t include all emplyees. Unin Emplyee Optin Based n emplyees with jb recrds that have been identified as a unin jb. Emplyee jbs must be maintained t return valid data using this ptin. Defaults t include all emplyees. Emplyee Type Optin Displays nly hurly r salary emplyees based n the emplyee pay type. Defaults t include all emplyee pay types. PAGE 13 LAST UPDATED: 9/8/2015

15 ACA Technlgy User Guide Organizatinal Level Includes nly emplyees frm selected rganizatin grups. Defaults t include all. Wrk Lcatin Includes nly emplyees frm selected wrk lcatins. Defaults t include all. Optins Frmat PDF Excel Affrdable Cverage Determinatin Reprt Results Current Year Prjected W-2 Wage The fllwing clumns are included: Emplyee Name Emplyee ID Benefit Plan Lwest Cst Optin Pay Type System determines the lwest cst plan f all ACA plans the Emplyee is eligible fr and returns the plan name that has the lwest cst f EE nly cverage. Calculatin takes int accunt new hires and terminatins and adjusts the benefit plan lwest cst ptin as well as Current Year Prjected W-2 wage. Annual EE Cst f Benefit System uses the lwest cst f EE nly cverage t calculate the annual cst f that benefit (EE nly mnthly rate * 12) Calculatin takes int accunt new hires and terminatins and adjusts the annual cst t exclude mnths the Emplyee was nt eligible fr cverage. PAGE 14 LAST UPDATED: 9/8/2015

16 ACA Technlgy User Guide Current Year Prjected W2 Wage Based n the as f date f the reprt, determine hw many pay perids are left in the year (regular scheduled payrll runs) Use emplyee Pay Frequency t determine the ttal number f pays per year. Average pay = Federal Withhlding Taxable Wages as f reprt date/(ttal pay perids per pay frequency)-(ttal pay perids left in the year) Current Year Prjected W2 Wage = Average Pay * Ttal number f pays per year Current Year Prjected W-2 Wage Cverage is cnsidered affrdable if the premium paid by the emplyee des nt exceed 9.5% f his W-2 Bx 1 wages. Reprt is an estimate until final payrll f the year has cmpleted. Reprt takes int accunt new hires and terminatins when calculating the Annual EE cst f Benefit. The system estimates Bx 1 W-2 wages by calculating the number as fllws: (YTD Federal WH taxable wages) +((YTD Federal WH taxable wages/#f regular pay perids paid t EE YTD) *remaining regular pay perids)) Example: Benefit % Annual EE Cst f Benefit/Current Year Prjected W2 Wage Cmpliance Exceptin Identifies exceptins where the annual cst f the lwest cst benefit plan exceeds 9.5% f the emplyee prjected annual incme. Annual Increase in Wages t Cmply PAGE 15 LAST UPDATED: 9/8/2015

17 ACA Technlgy User Guide Represents the ttal amunt f annual increase needed t bring the full-time emplyee under the 9.5 percent affrdability threshld if the emplyee-nly lwest cst ptin remained the same. Annual Reductin in Emplyee Benefit Cst t Cmply Represents the amunt f annual decrease in emplyee benefit cst t bring the fulltime emplyee under the 9.5 percent affrdability threshld if the rate f pay remained the same. Mnthly Reductin in Cst t Cmply Represents the amunt f mnthly decrease in emplyee benefit cst t bring the fulltime emplyee under the 9.5 percent affrdability threshld if the rate f pay remained the same. Rate f Pay The fllwing clumns are included: Emplyee Name Emplyee ID Benefit Plan Lwest Cst Optin Pay Type System determines the lwest cst plan f all ACA plans the Emplyee is eligible fr and returns the plan name that has the lwest cst f EE nly cverage. Calculatin takes int accunt new hires and terminatins and adjusts the Mnthly EE Cst f Benefit Rate f Pay System uses the lwest cst f EE nly cverage and displays that amunt. Cverage is cnsidered affrdable if the premium paid by the emplyee n a mnthly basis des nt exceed 9.5% f their rate f pay. The system calculates the number as fllws: Fr hurly emplyees: Hurly rate f pay x 130 PAGE 16 LAST UPDATED: 9/8/2015

18 ACA Technlgy User Guide Benefit % Fr nn-hurly emplyees: Annual salary/12 Mnthly EE Cst f Benefit/Rate f Pay Cmpliance Exceptin Identifies exceptins where the annual cst f the lwest cst benefit plan exceeds 9.5% f the emplyee s rate f pay. Hurly Increase in Wages t Cmply Represents the hurly increase needed t bring the full-time emplyee under the 9.5 percent affrdability threshld if the emplyee-nly lwest cst ptin remained the same. Only ppulates fr Hurly pay types. Annual Increase in Wages t Cmply Represents the ttal amunt f annual increase needed t bring the full-time emplyee under the 9.5 percent affrdability threshld if the emplyee-nly lwest cst ptin remained the same. Only ppulates fr Salary pay types. Annual Reductin in Emplyee Benefit Cst t Cmply Represents the amunt f annual decrease in emplyee benefit cst t bring the fulltime emplyee under the 9.5 percent affrdability threshld if the rate f pay remained the same. Mnthly Reductin in Cst t Cmply Represents the amunt f mnthly decrease in emplyee benefit cst t bring the fulltime emplyee under the 9.5 percent affrdability threshld if the rate f pay remained the same. NOTE: If Pay Type Nt Recgnized is returned in the Rate f Pay clumn it means a pay type exists in the system that is nt included in the reprt specs. The service bureau may have added a unique pay type at the system level. Please cntact yur supprt grup with the pay type s it may be added and included in the reprt. Federal Pverty Line PAGE 17 LAST UPDATED: 9/8/2015

19 ACA Technlgy User Guide The fllwing clumns are included: Emplyee Name Emplyee ID Benefit Plan Lwest Cst Optin Pay Type System determines the lwest cst plan f all ACA plans the Emplyee is eligible fr and returns the plan name that has the lwest cst f EE nly cverage. Calculatin takes int accunt new hires and terminatins and adjusts the Annual EE Cst f Benefit System uses the lwest cst f EE nly cverage t calculate the annual cst f that benefit (EE nly mnthly rate * 12) Calculatin takes int accunt new hires and terminatins and adjusts the annual cst t exclude mnths the Emplyee was nt eligible fr cverage. Federal Pverty Line Benefit % Cverage is cnsidered affrdable if the premium paid by the emplyee des nt exceed 9.5% f the federal pverty line. Based n the published Federal Pverty Line (FPL) in effect fr the current year, accessed at This reprt currently uses the 2015 FPL r $93.18/mnth as the target. Annual EE Cst f Benefit/Federal Pverty Line Cmpliance Exceptin Identifies exceptins where the annual cst f the lwest cst benefit plan exceeds 9.5% f the Federal Pverty Line. Annual Reductin in Emplyee Benefit Cst t Cmply Represents the amunt f annual decrease in emplyee benefit cst t bring the fulltime emplyee under the 9.5 percent affrdability threshld if the rate f pay remained the same. Mnthly Reductin in Cst t Cmply Represents the amunt f mnthly decrease in emplyee benefit cst t bring the fulltime emplyee under the 9.5 percent affrdability threshld if the rate f pay remained the same. All reprt ptins include cmpany ttals fr any wage increases n a mnthly r annual basis, benefit reductins n an annual r mnthly basis and ptential maximum penalties fr nn-cmpliance. ACA Plan Renewal Affrdability Prjectin Tl PAGE 18 LAST UPDATED: 9/8/2015

20 ACA Technlgy User Guide In rder t assist the emplyer with rate determinatins fr future plan years, the islved system ffers the ACA Plan Renewal-Affrdability Prjectin Tl. The purpse f the reprt is t enable emplyers t determine whether plan rates are affrdable t their ppulatin prir t implementatin. ACA Plan Renewal Affrdability Prjectin Tl Reprt Optins Filtering As f Date Reprts data frm beginning f current calendar year thrugh this date. Pay Grups Defaults t include all legal cmpanies. Can deselect any t exclude them. Affrdable Safe Harbr Methd Current Year Prjected W-2 Wage Rate f Pay Prjected Annual Cst Allws the user t enter the prjected annual cst using any renewal rate in rder t prject the new rate s affrdability. Always enter the annual cst as the system autmatically cnverts the annual cst int a mnthly cst fr the Rate f Pay Affrdable Safe Harbr Methd. Include Exceptins Only Allws the user t exclude emplyees wh meet the safe harbr criteria. Defaults t include all emplyees. Unin Emplyee Optin PAGE 19 LAST UPDATED: 9/8/2015

21 ACA Technlgy User Guide Based n emplyees with jb recrds that have been identified as a unin jb. Emplyee jbs must be maintained t return valid data using this ptin. Defaults t include all emplyees. Emplyee Type Optin Displays nly hurly r salary emplyees based n the emplyee pay type. Defaults t include all emplyee pay types. Organizatinal Level Includes nly emplyees frm selected rganizatin grups. Defaults t include all. Wrk Lcatin Includes nly emplyees frm selected wrk lcatins. Defaults t include all. Optins Frmat PDF Excel ACA Plan Renewal Affrdability Prjectin Tl Reprt Results Current Year Prjected W-2 Wage The fllwing clumns are included: Emplyee Name Emplyee ID Benefit Plan Lwest Cst Optin Displays as Prjected Annual Emplyee Cst since there is nt an actual benefit plan assciated with the reprt Pay Type Annual EE Cst f Benefit PAGE 20 LAST UPDATED: 9/8/2015

22 ACA Technlgy User Guide Benefit % The annual cst entered in the Reprt Optins is displayed here. Annual EE Cst f Benefit/Current Year Prjected W-2 Wage Cmpliance Exceptin Identifies exceptins where the annual cst f the lwest cst benefit plan exceeds 9.5% f the emplyee prjected annual incme. Annual Reductin in Emplyee Benefit Cst t Cmply Represents the amunt f annual decrease in emplyee benefit cst t bring the fulltime emplyee under the 9.5 percent affrdability threshld if the rate f pay remained the same. Mnthly Reductin in Cst t Cmply Rate f Pay Represents the amunt f mnthly decrease in emplyee benefit cst t bring the fulltime emplyee under the 9.5 percent affrdability threshld if the rate f pay remained the same. The fllwing clumns are included: Emplyee Name Emplyee ID Benefit Plan Lwest Cst Optin Pay Type Displays as Prjected Annual Emplyee Cst since there is nt an actual benefit plan assciated with the reprt Mnthly EE Cst f Benefit Rate f Pay The annual cst entered int the Reprt Optins is cnverted int a mnthly cst and displayed here. Cverage is cnsidered affrdable if the premium paid by the emplyee n a mnthly basis des nt exceed 9.5% f their rate f pay. PAGE 21 LAST UPDATED: 9/8/2015

23 ACA Technlgy User Guide The system calculates the number as fllws: Fr hurly emplyees: Hurly rate f pay x 130 Fr nn-hurly emplyees: Annual salary/12 Benefit % Mnthly EE Cst f Benefit/Rate f Pay Cmpliance Exceptin Identifies exceptins where the annual cst f the lwest cst benefit plan exceeds 9.5% f the emplyee s rate f pay. Hurly Increase in Wages t Cmply Represents the hurly increase needed t bring the full-time emplyee under the 9.5 percent affrdability threshld if the emplyee-nly lwest cst ptin remained the same. Only ppulates fr Hurly pay types. Annual Increase in Wages t Cmply Represents the ttal amunt f annual increase needed t bring the full-time emplyee under the 9.5 percent affrdability threshld if the emplyee-nly lwest cst ptin remained the same. Only ppulates fr Salary pay types. Annual Reductin in Emplyee Benefit Cst t Cmply Represents the amunt f annual decrease in emplyee benefit cst t bring the fulltime emplyee under the 9.5 percent affrdability threshld if the rate f pay remained the same. Mnthly Reductin in Cst t Cmply Represents the amunt f mnthly decrease in emplyee benefit cst t bring the fulltime emplyee under the 9.5 percent affrdability threshld if the rate f pay remained the same. ACA Setup Optins islved s ACA technlgy allws users t track eligibility fr cverage and reprt n ffers f cverage under IRS Sectins 6055 and 6056 Reprting mandates. Hwever, in rder t track the eligibility and reprt accurately the user must cmplete system set up ptins. This sectin details the setup ptins available under Client Management>ACA Setup Optins. PAGE 22 LAST UPDATED: 9/8/2015

24 ACA Technlgy User Guide ACA Reprting Grups The Reprting Grups tab allws users t set up tw different types f grups-a Designated Gvernmental Entity (DGE) r Other ALE Members f an Aggregated ALE Grup. A user may need t set up nly ne type f grup, bth types f grups r n grup at all. ACA Grup Type Required field. Can select Designated Gvernmental Agency (DGE)r Aggregate ALE Grup Selecting DGE and cmpleting the applicable fields will ppulate the applicable lines (9-16) f Part I f the Frm 1094C. Selecting Aggregate ALE Grup and cmpleting the applicable fields will ppulate Frm 1094-C Part IV Other ALE Members f Aggregated ALE Grup. ACA Reprt Grup Required field. Enter the name f the Grup in this field. Additinal Grup Members Enter the legal name and FEIN f any additinal ALE grup members the filing entity must reprt which d nt exist within the client cde in islved. PAGE 23 LAST UPDATED: 9/8/2015

25 ACA Technlgy User Guide Additinal grup members can be added r deleted at any time. Additinal grup member name and FEIN will ppulate n Frm 1095-C Part IV lines Grup Members This sectin displays current legal cmpanies that exist within islved that can be added as a DGE r Aggregated ALE Grup member. Members selected fr the Aggregated Grup member type will ppulate n Frm 1095-C Part IV lines Designated Gvernmental Entity This sectin allws a user t enter the demgraphic data required n Frm 1094-C fr filing as a Designated Gvernmental Entity. This infrmatin will ppulate Frm 1095-C Part I lines NOTE: If a DGE it will apply t all Frms 1094C that are run while that DGE exists in the system. Fr example, a DGE entered in December f 2015 will ppulate n the 1094C fr 2015 and any subsequent years until the DGE is remved. NOTE: If an Aggregate ALE Grup exists in the system it will display as an ACA Reprting Grup under ACA Reprt Optins and yu can select the mnths that Grup applies t fr each reprting year. ACA Reprt Optins The ACA Reprt Optins menu item allws a user t define which frms (B r C) will be filed fr the cmpany as well as ppulate additinal infrmatin and ptins n thse frms. PAGE 24 LAST UPDATED: 9/8/2015

26 ACA Technlgy User Guide ACA Reprting Year Reprting year must be established befre Frms 1094 and 1095 can print. ACA Cmpany Cntact Select yur ACA Cmpany Cntact. Per IRS instructins, this shuld be the persn respnsible fr answering any questins related t the frms. The Cntact infrmatin is added under Client Management>Client Maintenance>Cntacts ACA Reprting Frm Only ne ptin may be selected Select the ptin t determine which frms will be generated (the B frms r the C frms.) PAGE 25 LAST UPDATED: 9/8/2015

27 ACA Technlgy User Guide ACA Certificatin f Eligibility This sectin is nly available if Reprting Frm 1094/1095 C is selected. An emplyer may select all ptins that apply. The ptins in this sectin refer t Part II line 22 bxes A, B C and D n Frm 1094-C. Any bx checked will ppulate the crrespnding bx n the Frm 1094-C. If Optin C (Sectin 4980H) Transitin Relief is selected, Cde A r Cde B is a required field and ne f thse ptins must be selected. ACA Reprting Grup An Aggregate ALE Grup set up under Reprting Grups displays in this sectin t indicate which Grup setup will display fr the Reprting year n Frm 1094-C Part IV. Checking the applicable mnths r all Mnths in this sectin will ppulate Part III, clumn (d) f the Frm 1094-C. ACA Emplyer Overrides The system calculates the data fr the 1094C Part III clumns a, b, and c; hwever the user can verride these calculated values by entering verride values n this screen. Fr clumn a, the system uses emplyment categry data and benefit plan data including eligibility rules, effective dates, cverage ptins and plan ACA designatins t calculate whether Minimum Essential Cverage was ffered t at least 70% (2015) f the emplyer s eligible emplyees. T verride this calculated value, check the applicable mnths fr which MEC was ffered but nt calculated as ffered by the system. NOTE: The verride feature may be necessary fr users wh d nt utilize the islved benefit mdule as the system will calculate a value f less than 70% when n benefit data is available within the system. Fr clumn b, the system uses emplyment categry data t cunt the number f emplyees wh are assigned an ACA Status f ACA Full Time r thse with any ACA Status wh have the Hrs (e.g. Variable) met fr ACA Full-time Status checkbx checked. T verride this value, enter the number f emplyees fr each mnth that requires an verride. Fr clumn c, the system uses the emplyees Status cde t cunt the number f emplyees that are active each mnth using the cunt methd designated n the Reprt Optins screen. T verride this value, enter the number f emplyees fr each mnth that requires an verride. ACA Measurement Plicies The ACA requires emplyers t ffer health cverage t full-time emplyees, defined as thse wh wrk n average, 30 r mre hurs per week. Fr emplyees with varying hurs this can be a challenge t assess. The Act prvides tw methds fr measuring the hurs f service- the Mnthly Measurement Methd and the Lk-Back Measurement Methd. The Mnthly Measurement Methd allws an emplyer t track hurs f service n a mnth by mnth basis by calculating the hurs f service in a mnth. If the threshld is met, the emplyee qualifies as full-time fr ACA purpses and must be ffered cverage. PAGE 26 LAST UPDATED: 9/8/2015

28 ACA Technlgy User Guide The Lk-back Measurement Methd allws an emplyer t track hurs f service ver a defined measurement perid. If the threshld is met, the emplyee qualifies as full-time fr ACA purpses and must be ffered cverage. An emplyer may use different measurement methds r perids fr different emplyee grups including unin/nn-unin, different unins, salaried/hurly and emplyees whse primary wrkplaces are in different states. Hwever, an emplyer cannt use criteria such as name r jb title t assign different plicies t the emplyees. Plicies Identificatin: Plicy Grup: Required. Can be edited at any time. Use Mnthly Measurement Perid checkbx: designates a Plicy Grup as a Mnthly Measurement Perid. Leave blank t set up a Lk-Back Measurement Perid. Pririty: Can be used t set pririty n the plicy. If an Emplyee is eligible fr multiple plicies, this number will determine which plicy t assign t the Emplyee. May assign duplicate pririties t plicies (i.e. yu can have tw plicies assigned a pririty f 1.) In that case, the system will assign the plicy that was created first in the system. Delete: Plicies can be deleted Initial Measurement Perid Required fields if Use Mnthly Measurement Perid is nt checked. Start On: Optins include First Day, First Day f Mnth, and First Day f the First Payrll Perid. Fllwing days f service: A numerical value ranging frm 0-90 days is allwed. Duratin: A drp-dwn menu allwing a chice frm 3-12 mnths displays. Initial Stability Perid Required fields if Use Mnthly Measurement Perid is nt checked. PAGE 27 LAST UPDATED: 9/8/2015

29 ACA Technlgy User Guide Start On: Optins include First Day, First Day f Mnth, and First Day f the First Payrll Perid. Fllwing days after IMP end date: A numerical value can be entered here. Ntes: The duratin f the Initial Measurement Perid and the Initial Stability Perid Start On ptin cmbined with the Fllwing number will determine the length f the Administrative Perid, if any, f the Emplyee s initial measurement perid. In n instance will the Stability Perid begin any later than the last day f the first calendar mnth beginning n r after the ne-year anniversary f the Emplyee s start date (ttaling, at mst, 13 and a fractin mnths). The end date f the Stability Perid will be determined by the results f the Emplyee s hurs wrked during the Initial Measurement Perid. Eligibility The rules included n the Eligibility tab will determine which plicies are assigned are assigned t Emplyees based n their eligibility. Eligibility Rules: Nt required. If left blank, the plicy will apply t all emplyees. Ppulates frm all Eligibility Rule Types set up under Client Management>Benefits>Eligibility Rules. PAGE 28 LAST UPDATED: 9/8/2015

30 ACA Technlgy User Guide Eligible Emplyees: Reprt buttn generates a reprt f eligible Emplyee s based n the assigned eligibility rule. Exprt buttn generates an Excel file f eligible Emplyee s based n the assigned eligibility rule. Onging Measurement Perids The Onging Measurement Perids tab allws users t set the Standard Measurement, Administrative and Stability Perid dates fr tracking Emplyee s hurs f service fr the ACA. Standard Measurement Perid: Start Date Required Can be entered manually r chsen frm the date picker mm/dd/yyyy frmat Once first recrd is established, subsequent Start Date recrds fr the Plicy Grup must begin immediately fllwing the end f the preceding Standard Measurement Perid Stp Date. The Stp Date fr the Standard Measurement Perid is calculated by the system using the fllwing lgic: Standard Administrative Perid Start Date minus 1 day. The Start Date entered ppulates the SMP Start Date in the left grid. The calculated Stp Date ppulates the SMP Stp Date clumn in the left grid. Standard Administrative Perid: Start Date Required Can be entered manually r chsen frm the date picker mm/dd/yyyy frmat Must be a minimum f 3 mnths frm Standard Measurement Perid Start Date and a maximum f 12 mnths frm the Standard Measurement Perid. The Stp Date fr the Standard Administrative Perid is calculated as fllws: Standard Stability Perid Start Date minus 1 day. The Start Date entered ppulates the SAP Start Date clumn in the left grid. PAGE 29 LAST UPDATED: 9/8/2015

31 ACA Technlgy User Guide The calculated Stp Date ppulates the SAP Stp Date clumn in the left grid. Standard Stability Perid: Start Date Required Can be entered manually r chsen frm the date picker mm/dd/yyyy frmat Must be a minimum f 1 day frm the start f the Standard Administrative Perid and a maximum f 90 days frm the start f the Standard Administrative Perid. The Start Date entered ppulates the SSP Start Date clumn in the left grid. Stp Date Required Can be entered manually r chsen frm the date picker mm/dd/yyyy frmat Must be the greater f the duratin f the Standard Measurement Perid r six mnths frm the Standard Stability Start Date up t a maximum f 12 mnths frm the Standard Stability Start Date. The Stp Date entered ppulates the SSP Stp Date clumn in the left grid. The fllwing errr message displays if dates entered d nt meet the parameters: ACA Measurement Perids-Emplyee level This is an Emplyee level screen. It can be used by clients t view initial and nging measurement perids applicable t Emplyees and the results f each measurement perid. It is accessed via Emplyee Management>Emplyee Benefits>ACA Measurement Perid. ACA Measurement Perid PAGE 30 LAST UPDATED: 9/8/2015

32 ACA Technlgy User Guide Can be filtered by Initial r Onging The default is Onging and As f Date equal t tday s date. Initial: Plicy grup ppulates with the plicy grup that emplyee was assigned t as f emplyee s date f hire. Initial Measurement Perid Start Date ppulates based n defined parameters frm applicable plicy grup at date f hire. Initial Measurement Perid Stp Date ppulates based n number f mnths designated in applicable plicy grup. Average IMP Hurs is ppulated using a calculatin f average hurs wrked per week ver the entire measurement perid t date using the accumulatr setup with Accumulatr Cde = ACAHRS. If n accumulatr cde is set up then use all paid hurs that are nt 1099 hurs. Initial Stability Perid Start Date ppulates based n defined parameters frm applicable plicy grup at date f hire. This date may nt extend beynd the last day f the first calendar mnth beginning n r after the ne-year anniversary f the emplyee s start date (ttaling, at mst, 13 and a fractin mnths). Initial Stability Perid Stp Date ppulates based n the fllwing lgic: If Average IMP Hurs result is >30, the stp date is equal t the six mnths r the duratin f the Initial Measurement Perid, whichever is greater. If Average IMP Hurs result is <30, the stp date is equal t the Administrative Perid Stp Date fr that plicy ccurring n r after the end f the Initial Measurement Perid. Stability Perid ACA Status ppulates based n the results f Average Hurs fr the perid. Onging If Initial Measurement Perid Stp Date has passed and Average IMP Hurs result is >30, the Stability Perid ACA Status will be Full-Time. If the result is <30, the Stability Perid ACA Status will be Part-Time. If Initial Measurement Perid Stp Date has nt passed and Average IMP Hurs result is >30, the Stability Perid ACA Status will be Prjected Full-Time. If the result is <30, the Stability Perid ACA Status will be Prjected Part-Time. Onging Is the default filter fr this screen Plicy Grup: Any measurement plicy applicable t the emplyee n the As f Date shuld be included. Standard Measurement Perid Start Date: fixed date pulled frm any measurement plicy perid with a date range (Standard Measurement Perid date thrugh the assciated Stability PAGE 31 LAST UPDATED: 9/8/2015

33 ACA Technlgy User Guide Perid End date) that falls within the As f Date. May be multiple perids that fall within the date range. Standard Measurement Perid Stp Date: fixed date pulled frm any measurement plicy perid with a date range (Standard Measurement Perid date thrugh the assciated Stability Perid End date) that falls within the As f Date. May be multiple perids that fall within the As f Date. Average SMP Hurs-calculatin: If Measurement Perid Stp Date has passed, calculate the average hurs wrked per week ver the entire measurement perid using an accumulatr setup with Accumulatr Cde = ACAHRS. If n accumulatr cde is set up then use all paid hurs that are nt 1099 hurs. If Measurement Perid Stp Date has nt passed, calculate the average hurs wrked per week frm the Measurement Perid Start Date thrugh the current date. Admin Perid Start Date: fixed date pulled frm any measurement plicy perid with a date range (Standard Measurement Perid date thrugh the assciated Stability Perid End date) that falls within the As f Date. May be multiple perids that fall within the As f Date. Admin Perid Stp Date: fixed date pulled frm any measurement plicy perid with a date range (Standard Measurement Perid date thrugh the assciated Stability Perid End date) that falls within the As f Date. May be multiple perids that fall within the As f Date. Stability Perid Start Date: fixed date pulled frm any measurement plicy perid with a date range (Standard Measurement Perid date thrugh the assciated Stability Perid End date) that falls within the As f Date. May be multiple perids that fall within the As f Date. Stability Perid Stp Date: fixed date pulled frm any measurement plicy perid with a date range (Standard Measurement Perid date thrugh the assciated Stability Perid End date) that falls within the As f Date. May be multiple perids that fall within the As f Date. Stability Perid ACA Status-calculatin: If Standard Measurement Perid Stp Date has passed and Average SMP Hurs result is >30, return Full Time. If the result is <30, return Part Time. If Standard Measurement Perid Stp Date has nt passed and Average SMP Hurs result is >30, return Prjected Full Time. If the result is <30, return Prjected Part Time. Payrll Prcess Utility Upn cmpletin f each payrll cycle a utility runs t determine if the Emplyment Categry, specifically the Hurs Met fr ACA FT Status check bx requires adjustment. New Hires/Initial Measurement Perids If an emplyee s assigned Initial Measurement Perid End Date falls within the pay perid dates f the payrll cycle a calculatin is perfrmed fr that emplyee t determine average hurs. The calculatin uses the ACAHRS accumulatr if ne exists r all paid hurs that are nt 1099 hurs if ne des nt, t determine average hurs wrked per week ver the Initial Measurement Perid. If a New Hire in their Initial Measurement Perid averages 30 r mre hurs per week the fllwing ccurs: A new Emplyment recrd effective as f the Initial Stability Perid Start Date assciated with the Initial Measurement Perid used fr this calculatin is created. The new recrd des nt change the current Emplyment Categry (i.e. Part-time). PAGE 32 LAST UPDATED: 9/8/2015

34 ACA Technlgy User Guide The new recrd includes any ther selected criteria frm the current recrd (i.e. Crprate Officer = TRUE ). Hurs (e.g. Variable) met fr ACA Full-time Status is changed t TRUE. Create Change in Emplyment Categry Life Event is changed t TRUE. If a New Hire in their Initial Measurement Perid averages less than 30 hurs per week n actin is taken. Onging Emplyees/Standard Measurement Perids If any Standard Measurement Perid Stp Dates fall within the pay perid dates f the payrll cycle a calculatin is perfrmed fr all Emplyee s assigned t the that plicy t determine average hurs. The calculatin uses the ACAHRS accumulatr if ne exists r all paid hurs that are nt 1099 hurs if ne des nt, t determine average hurs wrked per week ver the Initial Measurement Perid. If an Emplyee in a Standard Measurement Perid averages 30 r mre hurs per week and is currently nt classified as ACA full-time status, the fllwing ccurs: A new Emplyment recrd effective as f the Standard Stability Perid Start Date assciated with the Standard Measurement Perid used fr this calculatin is created. The new recrd des nt change the current Emplyment Categry (i.e. Part-time). The new recrd includes any ther selected criteria frm the current recrd (i.e. Crprate Officer = TRUE ). Hurs (e.g. Variable) met fr ACA Full-time Status is changed t TRUE. Create Change in Emplyment Categry Life Event is changed t TRUE. If an Emplyee in a Standard Measurement Perid averages 30 r mre hurs per week and is currently classified as ACA full-time status, n actin is taken, the Emplyee remains ACA fulltime status eligible. If an Emplyee in a Standard Measurement Perid averages less than 30 hurs per week and is currently nt classified as ACA full-time status, n actin is taken, the Emplyee remains ineligible. If an Emplyee in a Standard Measurement Perid averages less than 30 hurs per week and is currently classified as ACA full-time status, the fllwing ccurs: A new Emplyment recrd effective as f the Standard Stability Perid Start Date assciated with the Standard Measurement Perid used fr this calculatin is created. The new recrd des nt change the current Emplyment Categry (i.e. Part-time). The new recrd includes any ther selected criteria frm the current recrd (i.e. Crprate Officer = TRUE ). Hurs (e.g. Variable) met fr ACA Full-time Status is changed t FALSE. Create Change in Emplyment Categry Life Event is changed t TRUE. Reprt Optins Tw reprts are available in the Client Reprts menu which prvide measurement perid results fr bth Mnthly Measurement Perids and Lk-Back Measurement Perids. ACA Mnthly Measurement Status Reprt PAGE 33 LAST UPDATED: 9/8/2015

35 ACA Technlgy User Guide This reprt measures hurs f service fr emplyees assigned t a mnthly measurement plicy based n criteria chsen in the Reprt Filters. ACA Mnthly Measurement Status Reprt Optins Filtering Mnth: chse the mnth fr which yu are measuring hurs f service Weekly Rule: the reprt uses the Weekly Rule t accmmdate payrll perids under the Mnthly Measurement Methd which is based n the week that includes the first day f mnth r the last day f the mnth-nt bth unless first r last day f the week is als the first r last day f mnth respectively. Optins PDF Excel ACA Mnthly Measurement Status Reprt Results Reprt results Emplyee number Emplyee Name Date f Hire PAGE 34 LAST UPDATED: 9/8/2015

36 ACA Technlgy User Guide Measurement Plicy Grup Name Current ACA Status Current status assigned t the emplyee in the system. Current Hurs Met fr ACA FT Status Indicates whether the bx fr Hrs (e.g. Variable) met fr ACA Full-time Status is checked. Returns Yes when bx is checked. Hurs f Service fr the Mnth uses ACAHRS accumulatr r if the accumulatr is nt set up will use all paid hurs that are nt 1099 hurs. Measured ACA Status Displayed as Full-time r Part-time as determined by the hurs f service and number f weeks in the measurement mnth. In mnths with a fur-week perid, a full-time emplyee is an emplyee with at least 120 hurs f service. In mnths with a five-week perid, a full-time emplyee is an emplyee with at least 150 hurs f service. Results If Emplyee is currently classified as ACA Full Time r Hrs (e.g. Variable) met fr ACA Full-time Status and hurs f service cntinue t be met fr full-time status, reprt will display N actin required. If Emplyee is currently classified as ACA Full Time r Hrs (e.g. Variable) met fr ACA Full-time Status and hurs f service d nt cntinue t be met fr full-time status, reprt will display Based n hurs, verify ACA status. If Emplyee is currently classified as ACA Variable and hurs f service are met fr fulltime status, reprt will display Hurs Met fr ACA Full-time Status, Offer Health Benefits. If Emplyee is currently classified as ACA Variable and hurs f service are nt met fr full-time status, reprt will display N actin required. ACA Lk-Back Change in Status Reprt This reprt measures prvides measurement perid status fr emplyees assigned t a lk-back measurement plicy based n the parameters f the measurement plicy. The reprt will nly return results when an emplyee has cmpleted an initial r standard measurement perid. It is divided int tw sectins-ne fr Initial Measurement Perid results and ne fr Onging Measurement Perid results. PAGE 35 LAST UPDATED: 9/8/2015

37 ACA Technlgy User Guide ACA Lk-Back Change in Status Reprt Optins Filtering Cmpany-allws user t run the reprt fr ne legal cmpany. This is a payrll reprt and as such can nly be run fr ne legal at a time. Srting Nt active at this time. Optins Add Reprt t Archive Allws the user t add the reprt t the reprt archive. Useful when data is generated due t a measurement perid cnclusin. ACA Lk-Back Change in Status Reprt Results PAGE 36 LAST UPDATED: 9/8/2015

38 ACA Technlgy User Guide Reprt results: Emplyee number Emplyee name Measurement Plicy Grup Name Current ACA Status Displays the emplyee s current system ACA status. Current Hurs Met fr ACA FT Status Indicates whether the bx fr Hrs (e.g. Variable) met fr ACA Full-time Status is checked. Returns Yes when bx is checked. Measurement Perid Hurs f Service Uses ACAHRS accumulatr r if the accumulatr is nt set up will use all paid hurs that are nt 1099 hurs. Calculates average hurs f service per week ver the Measurement Perid. Stability Perid Status Result f Measurement Perid hurs. Displayed as Full-time r Part-time as determined by the average hurs f service per week in the Measurement Perid. Stability Perid Start Date Defined by the Measurement Plicy. ACA Reprt Overrides -Emplyee level The system is designed t allw fr verrides f autmated data when necessary. Overrides n the emplyee level may be used in situatins where benefits are nt set up in the system, mid-year cnversins that d nt bring histry in, t capture cverage related t retirees r COBRA participants, r t designate nn-calendar year transitin relief. ACA Reprting Year ACA Reprting Year Required field t establish which reprting year t verride any system generated data. Cde Series 1 Override Cdes Overrides system generated data,including blank data, n Frm 1094-C Line 14 Can select a cde fr All Mnths r by mnth Cde Series2 Override Cdes Overrides system generated data, including blank data, n Frm 1094-C Line 16 Can select a cde fr All Mnths r by mnth Emplyee Share f Lwest Cst f Mnthly Premium Override Amunts Overrides system generated data, including blank data, n Frm 1094-C Line 16 Can select an amunt t apply t All Mnths r by mnth PAGE 37 LAST UPDATED: 9/8/2015