If it is the first time the extract is being performed for the current year, use the Insert new records only option for the Self-Insured and Non Self-Insured plan options.

If it is not the first time the extract is being performed for the current year and all records need to be extracted again, extract the first type (Self-Insured or Non Self-Insured) using the Delete all existing records and insert all records from Staff Demo Insurance Records option for the first extract. After the first extract is completed, use the Insert new records from Staff Demo Insurance Records for the second extract.

If it is not the first time the extract is being performed for the current year and existing records should remain as is, use the Insert new records from Staff Demo Insurance Records option.

Self-Insured Plans

Non Self-Insured Plans - If selected and ACA 1095-C records are extracted, no individual coverage records are extracted from the employee insurance table.