Configuring your 1094-C/1095-C forms

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 enabled, and Feature Admins who can administer 1095.

Before you begin

Finish Organizing your 1094/1095 Forms so every employee is assigned to a 1094 subgroup. If you file B forms instead, see Configuring your 1094-B/1095-B forms.

Configure a 1094-C form
  1. Go to top nav 1094/1095, then secondary nav Subgroups.
  2. In the left sidebar, select 1094-C to open the 1094-C Subgroups table.
  3. Open a subgroup by clicking its name in the Subgroup Name column, or use Actions → Edit.
  4. Under Part I. Applicable Large Employer Member (ALE)., complete required fields (1) Name of ALE Member (Employer) through (8) Contact telephone number.
  5. Complete (9) Name of Designated Government Entity (only if applicable) through (16) Contact telephone number only when a Designated Government Entity applies. Line 17 is not shown on this screen. (18) total number of Forms 1095-C submitted with this transmittal is read-only and filled from attached 1095-C forms.
  6. Under Part II. Applicable Large Employer Member (ALE), answer (19) Is this the authoritative transmittal for this ALE Member? with Yes or No.
  7. If you select Yes on line 19, complete the authoritative fields: (20) Total number of Forms 1095-C filed by and/or on behalf of ALE Member (prefilled; you can change it), (21) Is ALE Member a member of an Aggregated ALE Group?, and (22) Certifications of Eligibility (select all that apply). For current tax years, only A. Qualifying Offer Method and D. 98% Offer Method are selectable; B. Reserved and C. Reserved are disabled.
  8. If line 19 is Yes, complete Part III. ALE Member Information - Monthly. For column (a) Minimum Essential Coverage Offer Indicator, mark Yes or No on the All 12 Months row, or for each month. Columns (b) Full-Time Employee Count for ALE Member and (c) Total Employee Count for ALE Member are calculated automatically unless you check Enter Full-time Employee Count (B) and Total Employee Count (C) columns values manually. Check column (d) Aggregated Group Indicator when line 21 is Yes. Column (e) Reserved requires no action for current tax years.
  9. If line 21 is Yes, complete Part IV. Other Members of Aggregated ALE Group with each member’s Name and EIN. Repeat Part IV on every authoritative 1094-C where line 21 is Yes.
  10. If this filing corrects a prior form, check Corrected Form under 1094-C Form. Additional Configuration.
  11. Select Save configuration. Repeat for each 1094-C subgroup.
If line 19 is No, the authoritative-only sections (lines 20–22, Part III, and Part IV) stay hidden.

Configure 1095-C subgroup defaults
  1. From 1094/1095 → Subgroups, select 1095-C in the left sidebar to open 1095-C Subgroups.
  2. Click a subgroup name in the Subgroup Name column. The Default codes dialog opens. These subgroups come from your Benefits subgroups.
  3. Confirm Benefit Subgroup Name and set Default Plan Start Month (coverage start month as 01–12).
  4. Select (14) Default Employer Offer of Coverage code (1A–1K, 1T, or 1U).
  5. Enter (15) Default Employee Share of Lowest Cost Monthly Premium, for Self-Only Minimum Value Coverage. Check Lowest Monthly Premium the same for All 12 Months to enter one amount for the year, or clear that checkbox to enter each month. Line 15 amounts are used when line 14 is 1B, 1C, 1D, 1E, 1J, 1K, 1T, or 1U.
  6. Select (16) Applicable Section 4980H Affordability Safe Harbor code (2E, 2F, 2G, or 2H). Codes 2A, 2B, 2C, and 2D are not in this list; BerniePortal applies them on employee forms when employment, part-time, enrollment, or waiting-period status requires them.
  7. Check All part-time employees if this subgroup contains only part-time employees.
  8. Check Self-insured if coverage for this benefits subgroup was self-insured. This setting affects how 1095-C forms are built for employees in the subgroup.
  9. Select Save Changes. Saving applies these defaults to the employee 1095-C forms for that subgroup. Repeat for each 1095-C subgroup.
Next steps

After both configurations are complete, continue with Confirming Employee Information in the 1095-C List, then Generating Forms and Submitting for E-Filing.