[SchoolFinance] 1095C

[Melanie Drew]

We've always used 01

Melanie Drew
HR/Payroll Specialist- Vassalboro, Winslow
25 Messalonskee Avenue
Waterville, ME 04901
207-873-4281 ext. 4105
207-872-5531 fax
email: mdrew at aos92.org


On Tue, Feb 27, 2024 at 3:04 PM Dawn Fickett <dfickett at msad37.org> wrote:

> We use 01.
>
> On Tue, Feb 27, 2024 at 1:05 PM Sue Lambert <slambert at msad49.org> wrote:
>
>> We are familiar with the wording but I was unclear if by "Plan Year" they
>> meant when our agreement with Anthem rolls over. For us this is July 1st
>> each year as it is for most school districts. We have 07 but were
>> second-guessing if that made it look like coverage didn't start that year
>> until July. Or if it should normally be 01 because we had a plan year in
>> place at the beginning of the year even if that plan year began the July
>> before.
>>
>> It's an odd thing to ask for anyway as I'm not sure what it is used for
>> by the IRS. Why would they need to know when our plan year with Anthem
>> rolls over/renews?
>>
>> I guess we'll stay with 07 unless other Anthem people answer that they
>> are using 01.
>>
>>
>>
>> ~Sue
>> Sue Lambert
>> MSAD #49
>> Accounting Coordinator
>> 8 School St
>> Fairfield,  ME 04937
>> 207-453-4200 x3109
>> 207-453-0110 FAX
>> For in-district direct dial: 3109
>>
>>
>>
>>
>>
>> On Tue, Feb 27, 2024 at 11:11 AM Denise Johnson <
>> denisej at fiddleheadschool.org> wrote:
>>
>>>  Plan Start Month – This is used to indicate the month in which the
>>> employer plan year begins for the plan offered to the employee.
>>>  Example, our plans start each year in January, so I would use 01.  If my
>>> plan starts in July, I would use 07.
>>>
>>>
>>> Denise L Johnson
>>>
>>> *Denise L Johnson, Business Manager*
>>> *Fiddlehead School of Arts & Sciences*
>>> 25 Shaker Road
>>> Gray, Maine 04039
>>> Tel: (207) 688-3727
>>> Fax: (207) 657-2250
>>>
>>> *Work schedule: *
>>> *Monday - Thursday - **I will be in the office.*
>>> *Friday - **I will be working remotely.*
>>>
>>>
>>> On Tue, Feb 27, 2024 at 10:58 AM Sue Lambert <slambert at msad49.org>
>>> wrote:
>>>
>>>> I'm assisting someone with their 1095C's and the question came up
>>>> regarding the field that says "Plan Start Month". We had originally put 07
>>>> because our Anthem plan renews July and I have seen examples (not from IRS
>>>> but a benefit management company) of a school whose rates changed in July
>>>> and they had 07 for July. But other examples online of 1095c's often show
>>>> 01 in that field for January.
>>>> Curious what all of you are reporting in that field or if anyone has
>>>> called IRS or gotten further clarification of what that is used for? We
>>>> tried calling an IRS # but they said you have to look on the website but
>>>> the definition of that field was not well defined.
>>>>
>>>>
>>>>
>>>>
>>>>
>>>> ~Sue
>>>> Sue Lambert
>>>> MSAD #49
>>>> Accounting Coordinator
>>>> 8 School St
>>>> Fairfield,  ME 04937
>>>> 207-453-4200 x3109
>>>> 207-453-0110 FAX
>>>> For in-district direct dial: 3109
>>>>
>>>>
>>>>
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>
>
>
> --
>
>
>
>
> *Dawn L. FickettAssistant SuperintendentRSU/SAD #37*
> *1020 Sacarap Road*
>
>
> *Harrington ME 04643Telephone: 207-483-2734Fax: 207-483-6051*
>
>  *“Education is one thing no one can take away from you.” —Elin Nordegren*
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