This page (revision-12) was last changed on 26-Nov-2021 10:22 by Meg McFarland

This page was created on 26-Nov-2021 10:22 by kparrott

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10 26-Nov-2021 10:22 14 KB Meg McFarland to previous | to last
9 26-Nov-2021 10:22 14 KB Karen Parrott to previous | to last
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Page References

Incoming links Outgoing links
UBACA
UBACA

Version management

Difference between version and

At line 4 changed one line
If IBACA has ACA categories that are using the ACA Hours Rule Look-Back rule, then the time accumulated from the months that have been defined as the Look Back period will be used to create the average hours, for the hours worked, for the month defined.
If IBACA has ACA categories that are using the ACA Hours Rule 'Look-Back' rule, then the time accumulated from the months that have been defined as the Look Back period will be used to create the average hours, for the hours worked, for the month defined.
At line 8 changed one line
|If the option Generate for 1095C is set to YES, then all employees in the selected Entity will be included in the report, __filters are ignored__, and the results are saved to the database for reporting at year-end. If you have previously processed a month with this flag set to YES, then subsequent runs with the flag to NO will just report the data (again) and will not re-compute the data.\\ \\The only intent of this toggle is to provide a performance aid in the scenario where you need to run the UBACA report for multiple groups of people, but want to only show subsets of employees. Once there is a record for any employee with the “Final” toggle turned on, UBACA does not go through the data for that month, but rather simply reports on the data that is in the database.\\ \\You __do not__ need to run UBACA with this toggle on in order to produce 1095C/1094C output.
This report will generate a Microsoft Excel spreadsheet. This allows users to sort, manipulate and/or analyze data in the records.
At line 10 removed 2 lines
This report will generate a Microsoft Excel spreadsheet. This allows users to sort, manipulate or analyze data in the records.
At line 14 changed 2 lines
__UBACA Report Parameters__ \\
||Report Parameters||Description
__UBACA Report Criteria__
||Field|Description|
At line 19 changed one line
|Use Eligibility Date| Default (empty) is No. If this field is set to Yes, the Eligibility Start/End dates will be used to determine when an employee is covered by a plan, rather than the Effective and Expiry dates. \\ \\Although this may suit an organization's set up better, note that there is no constraint or guarantee that eligibility dates are contiguous, without gaps or without overlap. If this parameter is defined, then only those records with the eligibility dates filled in will be reviewed.
|Use Eligibilty Date| Default (empty) is No. If this field is set to Yes, the Eligibility Start/End dates will be used to determine when an employee is covered by a plan, rather than the Effective and Expiry dates. \\ \\Although this may suit an organization's set up better, note that there is no constraint or guarantee that eligibility dates are contiguous, without gaps or without overlap. If this parameter is defined, then only those records with the eligibility dates filled in will be reviewed.
At line 23 changed 5 lines
\\There are three tabs at the bottom of the spreadsheet:\\The __PARAMETERS__ tab will show the report parameters that were selected in UBACA
The __RUN LOG__ tab will show the execution trace and other diagnostic messages
The __REPORT__ tab will show the data in the report
There are three tabs at the bottom of the spreadsheet:
* The __PARAMETERS__ tab will show the report parameters that were selected in UBACA
* The __RUN LOG__ tab will show the execution trace and other diagnostic messages
* The __REPORT__ tab will show the data in the report
At line 33 changed one line
|Hours| If the IBACA ACA Hours Rule is 'Monthly Measurement' these are the hours worked in the month being reported. If the rule is 'Look-Back', then this number will represent the average hours worked during the look-back period, defined in the 'Look Back Months' field.
|Hours| If the IBACA ACA Hours Rule is 'Monthly Measurement' these are the hours worked in the month being reported. If the rule is 'Look-Back', then this number will represent the average hours worked during the look-back period, defined in the 'Lookback Months' field.
At line 35 changed 6 lines
|Enrolled Plan| This is the medical benefit plan the employee is actually enrolled in, on [IBEN]
|Enrolled Coverage| The medical benefit plan coverage the employee is enrolled in, on [IBEN]
|Line 14 Code| This is the line 14 code relating to the employee for the reported month
|Line 16 Code | This is the line 16 code relating to the employee for the reported month
|Offered Plan|This is the medical plan that has the lowest cost for the employee. This __may not__ be the same as the enrolled plan, as this information is coming in [IBSC].
|Offered Coverage| This is the medical plan's self-only coverage that has the lowest cost for the employee. This __may not__ be the same as the enrolled plan, as this information is coming in [IBSC].
|Enrolled Plan| This is the medical benefit plan the employee is actually enrolled in on [IBEN]
|Enrolled Coverage| This is the medical benefit plan coverage the employee is enrolled in on [IBEN]
|Line 14 Code| This is the Line 14 code relating to the employee for the reported month
|Line 16 Code | This is the Line 16 code relating to the employee for the reported month
|Offered Plan|This is the medical plan that has the lowest cost for the employee. This __may not__ be the same as the enrolled plan, as this information is coming from [IBSC].
|Offered Coverage| This is the medical plan's self-only coverage that has the lowest cost for the employee. This __may not__ be the same as the enrolled plan, as this information is coming from [IBSC].
At line 44 changed one line
If the plan is self-insured and the employee has dependent children, this information will be shown on the report. Up to 4 dependents can be shown on the report. All dependents are stored in the database and will be reported on the 1095C report, and are shown on the VBACAE screen.
If a plan is self-insured and the employee has dependent children, this information will be shown on the report. Up to 4 dependents can be shown on the report. All dependents are stored in the database and will be reported on the 1095C report, and are shown on the VBACAE form.
At line 59 changed one line
Enrolled in Plan/Coverage will show the current enrollment of the employee in the medical plan and coverage, if any.
The 'Enrolled in Plan/Coverage' field will show the current enrollment of the employee in the medical plan and coverage, if any.
At line 72 changed one line
|1H|No offer of coverage (employee not offered any health coverage or employee offered coverage that is not minimum essential coverage). This is set on [IEAS].\\NOTE: An employee who is Terminated and offered a COBRA/Retiree continuation coverage would have Line 14 = 1H and Line 16 = 2B during the fist month of retirement (transition from Active to Retiree). During the month that the employee is a Retiree for the whole month, Line 14 = 1H and Line 16 = 2A.
|1H|No offer of coverage (employee not offered any health coverage or employee offered coverage that is not minimum essential coverage). This is set on [IEAS].\\NOTE: An employee who is Terminated and offered a COBRA/Retiree continuation coverage would have Line 14 = 1H and Line 16 = 2B during the fist month of retirement (transition from Active to Retiree). During the month that the employee is a Retireee for the whole month, Line 14 = 1H and Line 16 = 2A.
At line 87 changed one line
2D and 2E, above, are not currently set by the UBACA process and needs to be manually entered in IBACAE.
2D and 2E, above, are not currently set by the UBACA process and must be manually entered in IBACAE.
At line 93 changed 3 lines
|Administration Period| Fro ongoing employees, this is the period following the end of the measurement period and ending immediately before the stability period.
|Initial Period|For new hires, starting on the fourth full calendar month to the end of the Look Back month.
|Non Assessment Period|For new hires, their first partial month and the first three full calendar months.
|Administration Period| For ongoing employees, this is the period following the end of the measurement period and ending immediately before the stability period.
|Initial Period|For new hires, starting on the fourth full calendar month to the end of the Lookback month.
|Non Assessment Period|For new hires, their first partial month and their first three full calendar months.
At line 109 changed one line
The lower section of this screen will show any dependents if:
The lower section of this form will show any dependents if:
At line 114 changed one line
NOTE: When UBACA is run for when UBACA is run for the months that are in an employee’s Stability Period, no data is recalculated by UBACA. Current data for the month will be copied from the data generated when the stability period was first initiated.
NOTE: When UBACA is run for the months that are in an employee’s Stability Period, no data is recalculated by UBACA. Current data for the month will be copied from the data generated when the stability period was first initiated.
At line 116 changed one line
Also: When UBACA is run with the 1095C option as Yes, it can be run again for the same month/year with the 1095C option as No. This will generate a spreadsheet using the data from the first 1095C run that was saved to the table, and will not re-calculate the data.
NOTE: If the option 'Generate for 1095C' is set to YES, then all employees in the selected Entity will be included in the report, filters are ignored, and the results are saved to the database for reporting at year-end.
At line 115 added one line
If a user has previously processed a month with this option set to YES, then subsequent runs with the flag set to NO will just report the data again and __will not re-compute the data.__
At line 117 added 6 lines
The only intent of this toggle is to provide a performance aid if users need to run the UBACA report for multiple groups of people, but want to only show subsets of employees. Once there is a record for any employee with the “Final” toggle set to ON, UBACA does not go through the data for that month, but rather simply reports on the data that is in the database.
Users __do not__ need to run UBACA with this toggle set to YES in order to produce 1095C/1094C output.
This report will generate a Microsoft Excel spreadsheet. This allows users to sort, manipulate and/or analyze data in the records.
At line 120 changed one line
The UBACA program will determine the Line 14 and Line 16 Codes for use in the 1094C/1095C forms and file. The codes below reflect the order that they are determined
The UBACA program will determine the Line 14 and Line 16 Codes for use in the 1094C/1095C forms and file. The codes below reflect the order that they are determined.
At line 137 changed one line
|Employee is terminated prior to the first day of the month and they are not in an employment status of COBRA or Retireee|2A
|Employee is terminated prior to the first day of the month and they are not in an employment status of COBRA or Retireee|2A|Employee
This page (revision-12) was last changed on 26-Nov-2021 10:22 by Meg McFarlandTop