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general:aca_extract_records

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general:aca_extract_records [2021/11/04 13:33] – emorenogeneral:aca_extract_records [2022/12/15 16:00] (current) – emoreno
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 <div head3>Extract records</div> <div head3>Extract records</div>
  
-Use the [[personnel:utilities:extractinsurancedatato1095data|Personnel > Utilities > Extract Insurance Data to 1095 Data]] page to extract insurance data from the [[personnel:maintenance:staffdemo:insurance|Personnel > Maintenance > Staff Demo > Insurance]] tab to the Personnel > Maintenance > ACA 1095 YTD Data maintenance page(s).+Use the [[personnel:utilities:extractinsurancedatato1095data|Personnel > Utilities > Extract Insurance Data to 1095 Data]] page to extract insurance data from the [[personnel:maintenance:staffdemo:insurance|Personnel > Maintenance > Staff Demo > Insurance]] tab to the Personnel > Maintenance > ACA 1095 YTD Data maintenance page(s). Most data will populate accurately; however, there are some records that may require manual edits. 
 + 
 +{{:general:process1095forms_extractinsuranceto1095data.jpg|Extract Insurance Data to 1095 Data}}
  
  
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 VCV In the **Calendar Year (YYYY)** field, type the calendar year for which you want to extract data. VCV In the **Calendar Year (YYYY)** field, type the calendar year for which you want to extract data.
  
-VCV In the **Plan Start Month**, type //09//.+VCV In the **Plan Start Month**, type the month for which you want to extract data. In this example, we will use //09//.
  
-VCV In the **Offer of Coverage** field, select //1E (offer to Employee, Spouse and Dependents)//.+VCV In the **Offer of Coverage** field, indicate the offer of coverage for which you want to extract. In this example, we will use //1E (offer to Employee, Spouse and Dependents)//.
  
-VCV In the **Safe Harbor** field, select //2C (Employee enrolled in coverage offered)//.+VCV In the **Safe Harbor** field, indicate the safe harbor code for for which you want to extract. In this example, we will use //2C (Employee enrolled in coverage offered)//.
  
 VCV Under **Employees with Calendar YTD Data Who Do Not Have Staff Demo Insurance Records**, select one of the following options: VCV Under **Employees with Calendar YTD Data Who Do Not Have Staff Demo Insurance Records**, select one of the following options:
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   * **Pay Type 1-3 Employees** (excludes subs)   * **Pay Type 1-3 Employees** (excludes subs)
   * **Pay Type 1-4 Employees**   * **Pay Type 1-4 Employees**
- +\\
-<WRAP center round tip> +
-**TIP**: Most will extract once for pay types 1-3, then again for pay types 4, changing the Lowest Cost Monthly Premiums to the full amount for subs. +
-</WRAP> +
- +
 VCV Under **Employee Share of Lowest Cost Monthly Premium**, in the **All** field, type the set share of the lowest-cost monthly premium amount for employees in each pay type (1-4). This is the lowest premium the employee could have paid to obtain coverage.  VCV Under **Employee Share of Lowest Cost Monthly Premium**, in the **All** field, type the set share of the lowest-cost monthly premium amount for employees in each pay type (1-4). This is the lowest premium the employee could have paid to obtain coverage. 
  
-**For example**, if your LEA pays $225 toward insurance for all employees, the amount will be $153 for Jan – Aug 2021 and $161 for Sept – Dec. ($378-$225=$153 and $386-$225-$161.)+**For example**, if your LEA pays $225 toward insurance for all employees and TRS ActiveCare Primary had the lowest premium for employee only coverage, the amount will be $161 for Jan – Aug and $192 for Sept – Dec. ($386-$225=$161 and $417-$225-$192.)
  
 <WRAP Box> <WRAP Box>
 **Notes**:  **Notes**: 
-  * This will make all employee forms indicate they were offered coverage all year and chose to enroll in that coverage all year.  We know this won’t be true, but assume it will be true for the majority of your employees. +  * This allows all employee forms to indicate that they were offered coverage all year and chose to enroll in that coverage all year. Although, this may not be the exact scenario, it will most likely be the case for the majority of employees. 
-  * You will need to manually correct those employees whose situations differed. For example, employees who did not work all year for you, employees who chose not to take out the insurance, subs for whom you do not pay the $225, etc +  * Be sure to manually correct the data for those employees who had a different situation. For example, employees who did not work all year at the LEA, employees who opted out of the insurance, substitutes for whom the LEA did not pay the $225, etc. 
-  * To make those manual corrections, go to Maintenance > ACA 1095 YTD Data and Retrieve the desired employee for Calendar Year 2021.  Change fields as needed and Save the changes.+  * You can make the manual corrections on the Personnel > Maintenance > ACA 1095 YTD Data. Be sure to retrieve data for the appropriate calendar year, update the necessary fields, and save the changes. 
 </WRAP> </WRAP>
 \\ \\
-**Screenshot** 
  
 +The below example provides a possible scenario of changes for this employee:
  
-In the example above, it was necessary to change the following: +{{:general:employee_1095-c_example.jpg|1095-C Employee Example}} 
 +\\
 **Offer of Coverage**:  **Offer of Coverage**: 
-  * 1H (No offer) for January through August because Woody didn’t come to work for the district until late August  +  * 1H (No offer) for January through August assuming that the employee started at the LEA in late August.  
-  * 1E (Offer to Employee, Spouse and Children) for September – December.  This was extracted so we didn’t have to change these months.+  * 1E (Offer to Employee, Spouse and Children) for September – December.  This was extracted so no changes were made.
  
 **Employee Share**:   **Employee Share**:  
-  * The Employee Share would be 0.00 for January – August since no coverage was offered  +  * The Employee Share would be 0.00 for January – August since no coverage was offered as the employee started late August.   
-  * $161.00 extracted for September – December, assuming the district’s contribution was $225.00 and shouldn’t need to be changed+  * $161.00 extracted for September – December, assuming the LEA's contribution was $225.00 and should not require a change.
  
 **Safe Harbor**:  **Safe Harbor**: 
-  * 2A (Employee was not employed on any day of the month) for January – July,  +  * 2A (Employee was not employed on any day of the month) for January – July  
-  * 2B (Employee was not a full-time employee and not enrolled in coverage for August because I assumed Woody started late in August and didn’t enroll until September+  * 2B (Employee was not a full-time employee and not enrolled in coverage) for August with the assumption that the employee started late in August and did not enroll in coverage until September.
   * 2C (Employee enrolled in coverage offered) for September – December   * 2C (Employee enrolled in coverage offered) for September – December
  
 +**Covered Individuals**:
  
-Marked the line for the Employee. +  * Selected **Self-Insured** as the LEA provided coverage. 
- +  * In the **Plan Start Month**, type 09 as the coverage started in September. 
-Checked the boxes for September – December since those are the only months of coverage.+  * Selected the **Employee** check box. 
 +  * Selected the September – December check boxes as those are the only months of coverage.
  
  
general/aca_extract_records.1636032808.txt.gz · Last modified: 2021/11/04 08:33 (external edit)

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