PSA - ACA Reporting for IRS Forms - AccordWare LLC.

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EXHIBIT B ACA Reporting Lmidellnes The following items detail each of the actions to be completed by Service Company in the administration of the ACA Reporting for Client. • Communicate with Client's reporting team to detail and confirm; o The annual reporting process o Each task to be completed o Assign task responsibilities to the most appropriate parties, and o Develop work schedules. • Communicate with Client's reporting team to review the reporting plan, eligibility (salaried, hourly, project, and variable -hour employees) and "pay or play" issues for employees subject to fines for non - reporting. • Prepare the necessary plan specification documents. • Establish data reporting requirements and processes between Client administrative systems (Benefits management, Payroll, and Human Resource Information System) and BenXpress administrative system. • Establish data reporting requirements and processes between the IRS, insurance providers and/or third party administrators and BenXpress administrative system. • Communicate with Client to establish ongoing administrative processes to be performed upon completion of the annual filings of the 1094-C / 1095-C, including: o Employee additions, terminations, transfers, leaves -of -absence, employment status changes, and changes in family status • Establish Client reporting configuration on BenXpress administrative system in accordance with the plan design, eligibility, rates, pricing, and plan parameters as necessary for reporting, as defined by the agreed - upon specification documents. • Document all administrative work flow and reporting processes to be completed by Service Company • Perform testing and auditing of administrative system functions and reports. Provide reports to Client for internal audit. • Update employee database on BenXpress administrative system and obtain written confirmation from Client of the accuracy of employee data. • Finalize all data on BenXpress administrative system and obtain written confirmation from Client of the accuracy of employee data. • Finalize all data on BenXpress administrative system following any final adjustments from Client. • Provide final data file of reporting results for IRS. • Furnish employee 1095-C statements to all "responsible individuals" on or before January 31 ** following the end of the annual reporting period (January 1 — December 31) Upon final review and approval by Client, electronically file form 1094-C and 1095-C with the IRS on or before March 31 ** following the end of the annual reporting period (January 1 — December 31). • Make available on BenXpress Self -Service, a downloadable PDF copy of the 1095-C for all currently active employees. « Make available on BenXpress Administrator, a downloadable PDF copy for all reported employees ** If the Internal Revenue Service changes any filing dates, Service Company will meet all adjusted filing deadlines. COSB Order Form 5 Confidential Page 4 of 4