FIVE
|
50
Acme · Plan year starting 2027-01-01
Section 8 of 11 · Non-Discrimination Rules
Saved 3:11 PM
✓
Plan facts
✓
ERISA/5500
9/9
✓
ACA
8/8
✓
Medicare / MSP Rules
2/2
✓
COBRA
5/5
✓
Section 125
4/4
✓
HIPAA
3/3
✓
CAA
7/7
✓
Non-Discrimination Rules
5/5
✓
Notices/ Disclosures
2/2
✓
State Requirements
7/7
✓
ICHRA
4/4
≡
Review
▣
Report
56 answered
11 of 11 sections done
Section 8 of 11
Non-Discrimination Rules
Offering Fair Benefits
✓
Q1
If the benefits offered are not the same for all employees, is the employer using valid business classifications per the Section 125 rules (e.g., salary vs hourly, managers vs staff, geographic location, division, etc.)?
Yes
✓
Q2
Is the employer (or a third party) completing the required Section 125 nondiscrimination testing at least annually?
Yes
✓
Q3
(If Self-Funded or HRA) has the employer (or a third party) completed the required Section 105h nondiscrimination testing?
No
2 questions not applicable ⌄
✓
Q6
Has the employer added the appropriate “imputed income” to employees who receive
in excess of $50,000 of employer-provided group term life
?
Yes
Q7
Has the employer added the appropriate “imputed income” to employees who cover their
domestic partners
?
Yes
No
Not Sure
Employer does not cover domestic partners
Warning
Add a note
Next
↵