ACA Benefit History Report

Can I run a report on my employee's ACA benefit history?

Purpose: The ACA Benefit History report provides an annual history of benefit changes to ACA minimum value benefit plans. This report helps you as you fill out your 1095-C forms for each of your employees. 

ACA Benefit History report

ACA Benefit History

The ACA Benefit History report shows benefit history status changes for all ACA minimum value benefit plans. For each status change for an employee, this report includes the date of the change, plan status, ACA status, and enrolled coverage. Additionally, the following features are available in the report:

  1. Filter options: There are three options for filtering the information in the report: Year, ACA Minimum Value Plan, and a standard filter for employees (Department, Location, Employment Status, and Job Title). Only benefit plans marked as a yes for "ACA Minimum Value" during the setup will show up in this report. You can only view one plan at a time.
  2. Plan overview: This section provides an overview of the selected ACA minimum value plan details, including the active dates, ACA minimum value, and coverage offered.
  3. Inactive employees: This report automatically includes active and inactive employees. If an employee is inactive, they will show up grayed-out in the list. All active employees have a brand-colored icon.*
  4. Download Form 1095-C: Under the three-dot icon, you can choose to download the 1095-C form for all employees.

*If a user shares this report with another user who does not have access to the Status field, all employees will show up with a brand-colored icon.