Benefits Reports: A to Z
The reports listed in each table are sorted alphanumerically by report ID.
Report ID and Report Name |
Description |
Navigation |
|---|---|---|
R080405 Dependent/Beneficiary Data by Data Type |
Lists all supplemental data for dependents and beneficiaries, organized by data type. |
Dependent Beneficiary Supplemental Data (G08BSDD2), Dep/Ben Data by Data Type |
R080415 Dependent/Beneficiary Supplemental Data |
Lists complete supplemental information for one or more dependents or beneficiaries in an easy-to-read format. |
Dependent Beneficiary Supplemental Data (G08BSDD2), Dep/Ben Supplemental Data Report |
R083450 Mandatory Participation Exception |
Lists all employees who, because of their group status or the requirements of the plan, are not enrolled in the mandatory benefit plans but should be. |
Periodic Processing (G08BB2), Mandatory Participation Exception Report |
R083460 Dependent/Beneficiary Exception |
Lists employees who are actively enrolled in benefit plans but who have not provided the required information about dependents or beneficiaries. |
Processing (G08BB2), Dep/Ben Exception Report |
R083675 (USA) 401(k) Discrimination Results |
Lists the results of each nondiscrimination test (NDT) to identify compliance issues. Identifying compliance issues in a timely manner enables the employer to make corrections that might prevent a failed test result at the conclusion of the plan year, including disqualification of the plan. |
Government Reporting (G05BG), Nondiscrimination Reporting On Non-Discrimination Testing Process, select Run Pass/Fail Test Report. |
R083676 (USA) NDT - 415 Nondiscrimination Testing |
Lists employees who contribute more to their deferred plan than the government allows. |
You run this report when you process a payroll cycle. Coordinate with the payroll department to ensure that the report is set up to run as part of the payroll cycle. |
R083470 Benefit Enrollment Outside Group |
Lists all employees who are enrolled in benefit plans that are not available to members of their benefit group. After you identify employees who are enrolled in the wrong benefit group, you can enroll them in the correct benefit plans. |
Periodic Processing (G08BB2), Benefit Enrollment Outside Group |
R083480 Required Elections in Benefits |
Lists all employees who are not enrolled in any benefit plan within a category that requires plan participation. |
Periodic Processing (G08BB2), Required Elections in Benefits |
R083490 Dep/Ben by Plan ID and Employee |
Lists the employees who have dependents or beneficiaries enrolled in each benefit plan and includes information about each dependent, such as the relationship to the employee and the dependent or beneficiary type. |
Periodic Processing (G08BB2), Dep/Ben by Plan ID and Employee |
R083491 Dependent/Beneficiary Missing Tax ID, Gender, or DOB |
Lists dependent or beneficiary records that do not contain a tax ID, gender, or date of birth. You should notify the appropriate employees so that they can provide this information. |
Periodic Processing (G08BB2), Dep/Ben Missing Tax ID, Gender or DOB |
R083492 Employee List by Benefit Group |
Lists all of the benefit groups and the employees who are enrolled in those benefit groups and includes information about each employee's job type, job step, pay frequency, pay class, and employment status. |
Periodic Processing (G08BB2), Employee List By Benefit Group |
R083493 Benefit Enrollment by Plan |
Lists each plan and the employees enrolled in each plan and includes previously enrolled employees, the ending status, and the ending date. |
Periodic Processing (G08BB2), Benefit Enrollment by Plan |
R083494 Plans/Options by Group and Category |
Lists all benefit groups and benefit categories that are assigned to each group, as well as the benefit plans and options that are assigned to each benefit category. This report includes the plan ID and description for each benefit plan that you set up. It also includes information from the Plan Master program (P08320), including the employee and employer deduction, benefit, accrual (DBA) codes. |
Periodic Processing (G08BB2), Plans/Options By Group and Category |
R083496 Non-Qualifying Dependents |
Lists dependents age and student status, which allows you to determine if they are eligible for benefits. |
Periodic Processing (G08BB2), Non-Qualifying Dependents Periodic Processing (G08BB2), All Dependents Over Maximum Age Periodic Processing (G08BB2), Check Student Institutions |
This table lists reports that are related to Consolidated Omnibus Budget Reconciliation Act (COBRA):
Report ID and Report Name |
Description |
Navigation |
|---|---|---|
R08994 (USA) COBRA Payments |
Lists all COBRA payments received and compare the payments with their amounts due and payment due dates. Information in the report is based on data in the COBRA Coverage (F08920) and COBRA Payment History (F08994) tables. |
Periodic Processing (G05BCOB3), Payments |
R089201 (USA) Election Coverage by Type |
Lists all types of coverage that are available for a qualified beneficiary. This report includes data from these tables:
|
Periodic Processing (G05BCOB3), Election Coverage By Type |
R089202 (USA) Elected Plan Premium |
Lists premiums for all plans and plan options that a participant elected for COBRA coverage |
Periodic Processing (G05BCOB3), Elected Plan Premium |
R089203 (USA) COBRA Elected Coverage by Beneficiary |
Lists all of the plans and plan option coverages that a dependent or beneficiary has chosen. |
Periodic Processing (G05BCOB3), Election Coverage By Beneficiary |
R089204 (USA) COBRA Print Election Form |
Lists all plans and plan options that a participant is eligible to receive, as well as the cost for each plan. |
Daily Processing (G05BCOB2), Print Election Form |
R089205 (USA) Dependent Coming of Age |
Lists dependents that have reached the age when they are no longer eligible for regular benefits coverage. This age is determined by the criteria that you set up in the processing options. |
Periodic Processing (G05BCOB3), Dependent Coming Of Age |
R089909 (USA) General Constants |
Use this program after you set up the General Constants program (P08990) to print the general constants setup information, including effective dates, coverage information, and grace periods. |
Periodic Processing (G05BCOB3), General Constants |
R089919 (USA) Qualifying Events Constants |
Use this program after you set up information in the Qualifying Event Constants program (P08991) to print a copy of this information. |
Periodic Processing (G05BCOB3), Qualified Event Constants |
R089941 (USA) Received Payment |
Lists all of the payments received that do not match the amount due for that participant. |
Periodic Processing (G05BCOB3), Received Payments |