"Aggregated Group Indicator" error (1095-C Error Only)

"Aggregated Group Indicator" error (1095-C Error Only)

This IRS error occurs when (21) Is ALE Member a member of an Aggregated ALE Group? is set to Yes on a 1094-C, but (d) Aggregated Group Indicator in Part III. ALE Member Information - Monthly is not checked for All 12 Months or for each applicable month.

Who can do this

Employers with access to 1094/1095, and Feature Admins who can administer 1095.

To correct the Aggregated Group Indicator
  1. Open the employer account in BerniePortal.
  2. Select 1094/1095 in the top navigation.
  3. Select Subgroups.
  4. On the 1094-C sidebar tab, open the subgroup by selecting its name in the Subgroup Name column.
  5. Confirm (21) Is ALE Member a member of an Aggregated ALE Group? is set to Yes.
  6. In Part III. ALE Member Information - Monthly, under column (d) Aggregated Group Indicator, check All 12 Months, or check each month the ALE Member was a member of an Aggregated ALE Group.
  7. Under 1094-C Form. Additional Configuration, check Corrected Form.
  8. Select Save configuration.
  9. Repeat for each 1094-C subgroup that needs this correction.
If (21) was set to Yes by mistake
  1. Open the employer account in BerniePortal.
  2. Select 1094/1095 in the top navigation.
  3. Select Subgroups.
  4. On the 1094-C sidebar tab, open the subgroup by selecting its name in the Subgroup Name column.
  5. Set (21) Is ALE Member a member of an Aggregated ALE Group? to No.
  6. Under 1094-C Form. Additional Configuration, check Corrected Form.
  7. Select Save configuration.
  8. Repeat for each 1094-C subgroup that needs this correction.

    • Related Articles

    • What is an Aggregated ALE Group?

      An Aggregated ALE Group consists of related companies that must be combined when determining ALE status, even if each individual company has fewer than 50 employees. Companies with a common owner or that are otherwise related under certain rules of ...

    • "Other Members of Aggregated ALE Group" error (1095-C Error Only)

      This IRS error means the 1094-C answer for aggregated ALE membership, or the other members listed in Part IV. Other Members of Aggregated ALE Group, does not match IRS records. Correct the authoritative 1094-C form in BerniePortal, then check ...

    • "Minimum Essential Coverage Offer Indicator" error (1095-C Error Only)

      This IRS e-filing error means (a) Minimum Essential Coverage Offer Indicator on Form 1094-C was not completed for every month in Part III. ALE Member Information - Monthly. Who can do this Employers with Benefits enabled, and Feature Admins with 1095 ...

    • Configuring your 1094-C/1095-C forms

      After you organize your 1094 subgroups, configure each 1094-C form and set default codes for each 1095-C subgroup. For IRS field definitions, use the Instructions for Forms 1094-C and 1095-C. Who can configure these forms Employers with Benefits ...

    • What is the difference between a 1095-B and 1095-C form?

      The critical difference comes down to employer size: Employer Size Funding Type Form Required Under 50 full-time employees Self-insured 1095-B Under 50 full-time employees Fully insured None (carrier files 1095-B) 50+ full-time employees Self-insured ...