How to Run the Transitional Reinsurance Fee (TRF) Report
The Transitional Reinsurance Fee (TRF) report will produce two files (TRF Report and TRF Support). The TRF Report will provide the average number of plan participants that are enrolled in medical coverage for a specified date range. The report will take a snapshot of plan participants enrolled in medical coverage as of the first of the month for each month within the date range. The report will then calculate the average number of enrolled participants for the specified date range. The TRF Support file is generated based on the required file layout provided by CMS. Some fields will be pre-populated based on data currently maintained in BenTek. All remaining required fields must be updated by Administrators.
The TRF Report will only include a month if the first day of the month falls within the report's specified date range. For example, if your plan year is October 1st, the report should be generated using a begin date of January 1st and an end date of September 30th. The report should be generated using begin dates that match the first of a month and end dates that match the last day of a month.
Please follow these steps to run a Transitional Reinsurance Fee report:
Expand the "ACA & Tax Reports" category.
Select "TRF Report" from the left panel.
Enter the desired date range using the Start Date and End Date fields.