The PCORI Report

The PCORI Report calculates the average number of plan participants enrolled in medical coverage for a specified date range. This enables self-insured groups to easily calculate their annual PCORI fee, as required by ACA legislation. The report displays data for covered members and dependents.

To run this report expand the ACA & Tax Reports category and select PCORI Report.
Enter appropriate Start and End Date, and Run.
Open report by selecting the Download icon.

The Start Date should be the 1st of the month if you want to include that month in the report's calculation. For example, a Start Date of 1/1/2020 would include January data in the report. A Start Date of 1/2/2020 would not include January data.