ACA Regulatory Reporting

Use the ACA Regulatory Reporting (BN297) to create employee’s ACA data in a CSV file format for regulatory reporting of 1095 forms. Use the Report Option parameter to specify which ACA 1095 form data is created.

  1. Access ACA Regulatory Reporting (BN297).
  2. Use the Selection tab to filter you employee population by Company or Report Entity Process Level for the specific ACA Regulatory Year.
    Type Option

    Select the Type for reporting. Employee, Retiree, COBRA, Resource, All.

    Report Option

    Select which 1095 form data is created.

  3. On the Options tab, specify this information:
    Path Override

    Specify an override path for the CSV file than the default.

    CSV File

    Specify a file name.

    Sort

    Specify the sort order.

    Employee Sequence

    Select order in which to report the ACA data. Use this field in conjunction with the Sort field.

    Employee Group

    Filter on employee group.

    Employee Range

    Select a range of employees.

  4. When creating data for a 1095-B form, parameters can be specified at job level on the 1095-B tab. If left blank, then the information from the ACA Year-End Parameters (BN27.1) is used.
    Origin Policy

    Select Origin of Policy. Look to IRS Regulations for interpretation.

    Name

    Specify the name of the issuer.

    EIN

    Specify the issue EIN.

  5. On the 1095-C tab, specify Contact information. If left blank, then the information from ACA Year-End Parameters is used.
    Plan Start Month

    Specify the month when the benefit plan starts. This field is alphanumeric. 01-12

  6. Submit the job.