ACAManager

What is ACAManager?  An integration of benefitsconnect and ACAManager  A large-scale ACA compliance solution for brokers and their employer groups  The ability to unite benefits administration technology with compliance solutions  Designed to mitigate risks and safeguard you from costly penalties  Maintain integrity and accuracy for your company

The Features  Dashboard  Interactive “pay” or “play” strategy  Measurement, administrative, and stability periods  Employee profile  IRS reporting tool  ALE status  FTE equivalency calculator  Full-time/part-time discrepancy reports  Auto-generated notifications  Outstanding task tracking

Dashboard  Current workforce  Cost vs penalty  Affordability ratio  Point in time and historical data

Tracking  Notification confirmations  Notification tasks  Set-up and distribute required model notices  Alert function  Monitor employee status changes  Discrepancy Reports  Status vs hours

Strategize  Interactive “pay” or “play” calculator used to determine the most cost effective strategy

Measurement Periods  Look-back  Multiple look-back and initial periods of measurement for both ongoing and new employees  Based on various, employer- specific, classifications  Period-end notifications  Mange, track and determine benefit eligibility

Employee Profile  Comprehensive data at a glance  Personal information  Employment data  Monthly plan eligibility and elections

6055 and 6056 Reporting  Ability to generate both 1094 and 1095 forms  ACAManager produces auto-filled, file ready, reports  Forms are generated specific to employer and employee  Printable PDF  Lines requiring specific coding are also auto-filled  ACA Manager uses data within the system and “behind the scene” algorithms to select the appropriate codes

Data Collection – Existing Groups  ACA Manager has the ability to transfer necessary data from benefitsconnect to a personalized employer ACAManager site.  Benefit election information back to 1/1/2015 will be transferred  Information required to be submitted by employer  500 Employee Census Report (for employees terminated prior to eligibility)  ACAManager Launch Report  Pre-formatted excel workbook must be completed by employer  ACAManager required data  Measurement periods  Health plan information  Full-time employee hour tracking (monthly, dating back to 1/1/2015)  Variable hour employee tracking (monthly, dating back to 1/1/2015)

Data Collection – New Groups  All data must date back to 1/1/2015  Account Manager will clone plans back to 1/1/2015  Information required to be submitted by the employer  Option 1  500 Employee Census Report  510 Spouse Census Report  520 Child(ren) Census Report  900 Elections Report  ACAManager Launch Report  Option 2  500 Employee Census Report  510 Spouse Census Report  520 Child(ren) Census Report  Employer manually enters election changes into benefitsconnect - dating back to 1/1/2015  ACAManager Launch Report

Timeline for Participation By SEPT 21, GIS will notify Broker of groups that qualify for ACA Manager. By OCT 5, Broker will identify a list of qualified groups that have a need for ACA Manger. Broker is provided with Set-Up Sheet, Hours Tracking Template YTD, Census Template, Hold Harmless when GIS accepts group for ACA Manager. Step 1: OCT 1 Communication Set-Up Sheets, Hours Tracking, Hold Harmless and census due to GIS ACA Team Are all employees eligible to receive a 1095-c employee statement in BenefitsConnect? If no, a census is required to add these employees. Step 2: OCT 31 Data Collection Completes BenefitsConnect configuration update Completes ACA Manager Set-Up Step: 4 GIS ACA Team Client or Broker enters all historical medical elections that were made prior to GIS takeover date (if applicable to plan set up). Step 3: Client/Broker ACA Manager Set-Up Complete Employee Hour Tracking Spreadsheets are uploaded ACA Manager Team Reaches out to Client/Broker for Training Step 5: JAN 1 ACA Manager Team