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general:aca_extract_records [2021/11/30 21:47] 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 substitutes. +
-</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>
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 </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 coveragefor 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**:
  
-Selected Employee row+  * Selected **Self-Insured** as the LEA provided coverage
- +  * In the **Plan Start Month**, type 09 as the coverage started in September. 
-Selected the September – December check boxes as 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.1638308843.txt.gz · Last modified: 2021/11/30 16:47 (external edit)