Confirming Employee Information in the 1095-C List

Confirming Employee Information in the 1095-C List

Use the 1095-C Employees list to review each employee's coverage codes, edit personal details, include or exclude people from filing, and add anyone missing from BerniePortal.

Who can use the 1095-C List

Employers with Benefits enabled, and Feature Admins who can administer 1095.

Before you begin

Finish Organizing your 1094/1095 Forms and Configuring your 1094-C/1095-C forms. Until those subgroups are configured, the List shows: To access this page, finish configuring your 1094/1095 subgroups.

Open the 1095-C List
  1. Go to top nav 1094/1095, then secondary nav List.
  2. Confirm the card heading 1095-C Employees. The table shows each employee's Status, name, Line 14–16 values by month, and the 1094 subgroup business name.
  3. Optional: use -Filter Employees- to show Included, Excluded, or Corrected, or type in Search Employees. Choose Reset to clear filters.
Edit an employee's 1095-C
  1. In the employee's Actions column, hover the gear icon and choose Edit.
  2. In Edit 1095-C Form, update Part I — Employee Information (name, address, SSN, and 1094 Subgroup) as needed.
  3. Under Part II — Employer Offer and Coverage, confirm Plan Start Month and the Line 14–16 monthly values. Check Include with submission when this form should be filed, and Corrected form only when filing a correction.
  4. If the coverage was self-insured, check Include self-insured coverage information under Part III — Covered Individuals and complete covered individual rows.
  5. Choose Save Changes.
Include or exclude an employee

Each row shows Included or Not Included in the Status column.
  1. Hover the gear icon in Actions.
  2. Choose Don't include to exclude an included employee, or Include to bring a not-included employee back into the filing.
Add employees to the list
  1. On 1095-C Employees, choose Add Employees.
  2. In Add New Employees, choose Add An Individual Employee or Import Employees Using 1095-C Spreadsheet.
For an individual: complete required fields (including 1094 Subgroup), check Self-insured if needed, then choose Save.

For a spreadsheet: follow 1095-C Census Instructions.

Delete a manually added employee

Only employees you added manually show Delete in Actions. Employees who auto-populated from benefits enrollment cannot be deleted—use Don't include instead if they should not be filed.

Next step

When the list is correct, continue with Generating Forms and Submitting for E-Filing.