Understanding 1095-C Covered Individuals Report (R08120)

As a Benefits Administrator, you run the 1095-C Covered Individuals Workfile Build to include information about covered individuals including any employee (full-time or not full-time) and their family members who are enrolled in a self-insured plan, in Part III of Form 1095-C. If you do not have any self-insured plans, you do not need to run the R08120 process build.

On running R08120, the system retrieves information from the participant table (F08901) and the Dependent/Beneficiary Cross-Reference table (F08336) and updates the records in the 1095C Covered Individuals table (F08120). This table contains the Detail records by Home Company and Summary records by Tax ID, for each employee and their dependents. The Covered Individuals table provides information for reporting covered individuals in Part III of Form 1095-C and can be managed from the 1095-C Offer and Coverage program (P08119).

You can also import data from a third-party administrator or other source into the workfile by using the standard functionality of importing grid data on the Import Covered Individuals form.