Q&A Session - ACA

Q&A Session - ACA

1 Higher Education Payroll Processing & Reporting Jan 2016 Q & A SESSION - ACA SEPTEMBER 30, 2015 Session Overview Affordable Care Act (ACA) Reporting for 2015 Overview of process File layout for initial information from institutions File layout for information back to institutions on multiple agency employees

File layout for information from institutions on reporting data for multiple agency employees Printing of 1095-Cs Creation of IRS file Critical dates Follow up to several questions/concerns Section 218 agreement Process flowchart Child support File layout feedback 2

Follow up Information Section 218 agreement Institutions of higher education will remain under the States 218 agreement Process flowchart Provided Child support Information to provide to Child Support Services 3 500 Misc File - Reminders Date fields: Do not include dashes or slashes

Detail Record, Field #11, Class ID: Agencys three digit agency number Amount fields: have an implied decimal; there should not be a decimal on the file Example: $87.50; 00000008750 4 ACA Process Overview File with intended 1095-C recipients from institutions

File back to institutions of multiple agency 1095-C recipients File from institutions with data to report on multiple agency 1095-C recipients Include all recipients if OMES to print all forms 1095-C forms will be printed & distributed in January with other year end forms

IRS filing requirements 5 ACA Initial File from Institutions 6 ACA Return File to Institutions Hi Ed Multiple 1095C List Data Layout.xlsx 7

ACA 1095C Print File From Institutions There are only P2 and P3 records in this file. P2 represents Part II of the 1095C P3 represents Part III of the 1095C Part I of the 1095C will be populated by data in the state HCM system or information we request from you All employees in the file must have a P2 record, and only one P2 record. The P2 record for an employee must be listed in the file with the

corresponding P3 records listed immediately after the P2 record, as applicable Only include a P3 record if the employee is enrolled in a self-insured medical plan If an employee is enrolled in a self-insured medical plan, the field value for self-insured must be Y and you must include at least one P3 record Each covered individual included in Part III of the 1095C must have a separate P3 record, including the employee

8 ACA 1095C Print File From Institutions Hi Ed 1095C Data Layout.xlsx 9 ACA 1095C Print File From Institutions 10 ACA 1095C Print File

From Institutions 11 ACA 1095C Print File From Institutions www.irs.gov/Affordable-Care-Act/ Affordable-Care-Act-Tax-Provisions 12 ACA 1095C Form Printing OMES to print:

Multiple agency/institution employees Other reportable employees as provided 13 ACA IRS Files OMES to create 1095-C file: With multiple agency/institution employees With reportable employees we printed Institutions to create file: For employees printed in-house (1095-C) Send file to OMES for submission to IRS

For non-employees under a self-insured plan (1095-C or1095-B) If on 1095-C, send in file with employees to OMES for submission to IRS If on 1095-B, plan to submit file to IRS 14 ACA IRS Files Authoritative 1094-C Submitted only by OMES Need from each institution to complete: Full-time Employee Count by month Total Employee Count by month

Institutions will have 1094-C information on IRS files created for forms printed in-house without authoritative transmittal information 15 ACA Critical Dates December 1, 2015 Due date for test files for testing formats

December 7, 2015 File with employees requiring a 1095-C is due from institutions Notification to go out mid-November December 11, 2015 File with multiple agency/institution employees due to institutions December 18, 2015 File due from institutions on multiple agency/institution employees that OMES will print combined 1095-C form

File due from institutions on other employees if institution wants OMES to print 1095-C forms (same file) 16 ACA Critical Dates January 11 18, 2016 OMES to print 1095-C forms for state agencies, multiple agency/institution employees, and other institution employees as requested February 19, 2016 IRS file for 1095-C reporting due from

institutions Employee counts for authoritative 1094-C due from institutions March 31, 2016 IRS deadline for submitting 1094/5-C files 17 18 ACA Questions? [email protected] v

ACA Survey Will your institution be printing the employee 1095-C forms in-house or using a third party to print the forms? Will your institution be creating the 1094-C/1095-C file in-house or using a third party to create the file? Is your institution self-insured? If so,

as of what date? 19 Important Project Dates October 26 Higher Ed FEINs November 16 ACES and Participant Maintenance OST security forms

November 30 301JE security forms 301 security forms(to be published soon) [email protected] 20 Project Files Deletion of old files: /OSFSSH/HiEd/Axxx/pyrl/w/ Jane Swart, [email protected] (405) 521-4786

Carlos Hopkins, [email protected] (405) 521-4788 Submission of 500 Misc and PFT files: TEST Directory Path: sftp://199.190.128.12/OSFSSH/Coretest/HiEd/ALL/ FileNames: Axxx00.HIED.PFT.E000001T.RECD Axxx00.HIED.500.E000001T.RECD *use your agency number and sequential E Number + T to designate this is a test file PROD Directory Path:

sftp://199.190.128.12/OSFSSH/HiEd/Axxx/pyrl/w FileNames: Axxx00.HIED.PFT.E000001.RECD Axxx00.HIED.500.E000001.RECD *use your agency number and sequential E Number 21 Project Files Submission of ACA files: TEST Directory Path: sftp://199.190.128.12/OSFSSH/Coretest/HiEd/ALL/

FileNames: Axxx00.HIED.ACALIST.E000001T.RECD Axxx00.HIED.ACAMULT.E000001T.RECD *use your agency number and sequential E Number + T to designate this is a test file PROD Directory Path: sftp://199.190.128.12/OSFSSH/ HiEd/Axxx/pyrl/w FileNames: Axxx00.HIED.ACALIST.E000001.RECD Axxx00.HIED.ACAMULT.E000001.RECD *use your agency number and sequential E Number

22 Next Session October 14, 2015 2:00 4:00 pm Project Update Security Terminations Role Changes ??? 23

Recently Viewed Presentations

  • Introduction - Grotto Networking

    Introduction - Grotto Networking

    Interested in call dropping and blocking statistics. Example III. Classic Telephone Trunk. Number of servers is the number of TDM timeslots on a link, e.g., for "T1" ?=24, for "E1" ?=32. Inter-arrival times are exponentially distributed.
  • What is Love?

    What is Love?

    What is Love? Michael Hoerger Introduction "Work and love, that's all there is" - Freud Finding love is a key developmental event in early adulthood Psychologists and the public use the word "love," so it must have some meaning Today's...
  • BIOMASS FUTURES: Biomass role in achieving the Climate

    BIOMASS FUTURES: Biomass role in achieving the Climate

    Main steps are: Develop linkages to well established models (Admire- REBUS, BIOTRANS, PRIMES), harmonise data and assumptions and refine spatial resolution Quantify demand and supply dynamics through market segmentation (heat, electricity-CHP and transport) Provide indicators for indirect land use, air,...
  • MASPA Essentials of Human Resources for School Leaders

    MASPA Essentials of Human Resources for School Leaders

    Ariel, the District's Payroll Clerk, was granted two months of medical leave for a disability. Prior to returning, she contacts Human Resources and requests an ergonomic chair, adjusted lighting in her office, and a part-time schedule for the next eight...
  • A 64-year-old female with an incidental aneurysms

    A 64-year-old female with an incidental aneurysms

    Giordan et al. 47 year-old male with history of smoking and hypertension. Sudden onset of headache. Admission Head CT showed subarachnoid hemorrhage with epicenter in the interpeduncular cistern
  • Emotions at Work: The Good, The Bad, and The Toxic

    Emotions at Work: The Good, The Bad, and The Toxic

    Check the Birkbeck, University of London PhD regulations that examiners use: "6. The scope of the thesis should be . what might reasonably be expected . after three or at most four years of full-time study." "7. The thesis shall…
  • The structure and function of sensory, relay and motor neurons

    The structure and function of sensory, relay and motor neurons

    Task a : You need to learn the three different types of neuron that exist. Using the worksheet, read the information about the three main types of neuron. Task b: after you have read the information, make a note of...
  • Year 1 and Year 2 How can I help my child at home?

    Year 1 and Year 2 How can I help my child at home?

    Ros Wilson. Talk homeworkAllowing for on going discussion over a longer period of timeInvolving the whole schoolEncouraging sharing of ideasInvolving the parish/community. ... Year 1 and Year 2 How can I help my child at home? Last modified by: