Enter, or click to select, the employee for which benefit coverage offerings will be entered. The employee must exist in the Manage Employee Information table in order to be entered here. The name of the selected employee displays in the adjacent unlabeled field.

Enter, or click to select, the taxable entity to which the employee is assigned at the time the record was entered.

Enter the benefit year. The benefit year and employee’s taxable entity must exist in the in the Manage Benefit Years by Taxable Entity screen.

Select this check box to indicate that the employee was (or was considered) a full-time equivalent as of the Coverage Offer Start Date. This check box will be used when categorizing the employee’s monthly coverage offering on the 1095-C report.

Select this check box to indicate that the employee is enrolled in coverage on an Exchange rather than electing one of the offered coverages

Enter, or click to select, the Benefit Package for which the employee is eligible as of the Effective Date.

Enter, or click to select, the benefit plan being offered to the employee. The benefit plan must exist on the Manage Benefit Plans table in order to be entered here.

Enter, or click to select, the coverage option being offered to the employee. The coverage option must exist on the Manage Coverage Options table in order to be entered here and must be assigned to the specified Benefit Plan.

Enter, or click to select, the date on which the benefit coverage offering is effective. For Affordable Care Act reporting purposes, the effective date is needed in order to know when the employee was eligible for the coverage offered.

Enter, or click to select, the end date of the coverage offering. The date must be within the date ranges set up for the Benefit Plan/Coverage option combination in the Manage Benefit Plans screen.

From the drop-down list, select whether the enrollment method is open enrollment or a life event benefit enrollment. Valid options are Open Enrollment and Life Event.

Enter, or click to select, the Life Event code which triggered the employee’s benefit s enrollment. This field is enabled and required if you selected Life Event in the Enrollment Method field.

If the Benefit Plan’s Premium Calculation Method is Amount, enter the amount of the monthly premium for which the employee is responsible.

If the Benefit Plan’s Premium Calculation Method is Amount, enter the amount of the monthly premium for which the company is responsible.

This field displays the total monthly premium amount for the Benefit Plan/Coverage Option.

This is the amount that the employee will receive if they opt to be paid the cash-out amount, rather than electing the Benefit Option/Coverage Option.

This non-editable check box indicates whether or not the Benefit Plan/Coverage Option combination requires assignments of dependents.

This non-editable field indicates the type of dependents eligible for the Benefit Plan/Coverage Option. It will be populated based on the Benefit Plan/Coverage Option combination’s setup in Manage Benefit Plans screen. Valid values in this field are:

• Any: This is the option for anything else. Costpoint checks to make sure that one or more dependents of any type have been selected.
• Children: This is the option for any qualified children or step-children.
• Family: This is the option for a spouse and at least one child or step-child.
• Group: This is the option for two or more of any type of dependent.
• One: This is the option for one dependent of any type.
• Spouse: This is the option for a spouse.
• None: This is the option if no dependents are eligible for the coverage.

If the employee’s spouse (if any) is eligible for the coverage, this field displays whether or not the spousal coverage is subject to one or more reasonable, objective conditions. For example, an offer to cover an employee’s spouse only if the spouse is not eligible for coverage under Medicare or a group health plan sponsored by another employer.

• Yes: This is displayed if spousal coverage is subject to one or more reasonable, objective conditions. For example, an offer to cover an employee’s spouse only if the spouse is not eligible for coverage under Medicare or a group health plan sponsored by another employer.
• No: This is displayed if spousal coverage is not subject to one or more reasonable, objective conditions
• Not Applicable: The field displays this option by default if coverage cannot be offered to a spouse (Dependent Type is not Any, One, Family, or Spouse).

Code 1J will be reported for the appropriate months on the employee’s Affordable Care Act 1095-C if the following conditions are met:

• The Provides Minimum Essential Coverage and Provides Minimum Value check boxes are selected.
• The Spousal Conditional Offer drop-down list is set to Yes.
• The Dependent Type is Spouse or One (coverage includes spouse, but not children).
• The coverage is offered to the employee.

Code 1K will be reported for the appropriate months on the employee’s Affordable Care Act 1095-C if the following conditions are met:

• The Provides Minimum Essential Coverage and Provides Minimum Value check boxes are selected.
• The Spousal Conditional Offer drop-down list is set to Yes.
• The Dependent Type is Any or Family (coverage includes spouse and children).
• The coverage is offered to an employee.

This non-editable check box is selected if the Benefit Plan/Coverage Option combination offers minimum essential coverage to the employee and, where applicable, his/her spouse and dependents. This value will be used in the Affordable Care Act reporting of form 1095-C.

This non-editable check box is if the Benefit Plan/Coverage Option combination provides the minimum value to the employee and, where applicable, his/her spouse and dependents. This value will be used in the Affordable Care Act reporting of form 1095-.

This check box will be automatically selected if the 1095-C reporting Apply Override check box is selected for the benefit option offered. This check box indicates whether or not the Employee Monthly Premium in this screen was overridden by the 1095-C Reporting-Override Employee Amount assigned to the benefit option.

This check box is used because, in some cases, the Employee Premium Amount assigned to the coverage option in the Manage Benefit Plans screen is not the actual premium amount due from the employee. In those cases, the employee premium of the portion is not deducted from the employee as a result of a fringe benefit. An example of this is the Health and Welfare fringe benefit requirement for the covered Service Contract Act (SCA) employees.

Enter, or click to select, the name of the dependent who is eligible for the Benefit Plan/Coverage Option combination. The Dependent must be assigned to the employee on the Manage Employee Dependents/Beneficiaries screen. Also, the Dependent must have a relationship to employee that meets the Eligible Dependents setting. So, if the Eligible Dependents is Spouse, then you can only select either a Wife or Husband in this field.

This field displays the gender of the selected dependent. The value loads from the Manage Employee Dependents/Beneficiaries screen after selecting a dependent. Valid values are:

• M: Male
• F: Female
• U: Unknown
• O: Other

This field displays the relationship of the specified dependent to the employee. The value loads from the Manage Employee Dependents/Beneficiaries screen after selecting a dependent.

This field displays the date of birth of the specified dependent. The value loads from the Manage Employee Dependents/Beneficiaries screen after selecting a dependent.