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A quick breakdown of 1094's & 1095's

Learn more about reporting and deadlines. Watch video.

February 

  • 02/09  National Pizza Day
  • 02/10  Annual form 940 due (if quarterly FUTA taxes were paid when due)
  • 02/17  Random Act of Kindness Day
  • 02/19  President’s Day
  • 02/09  ACA forms paper filing deadline, including forms 1095-B and 1095-C

Black History Month

Compliance Calendar


Forms 1094 & 1095: forms, instructions & deadlines

The Affordable Care Act requires applicable large employers (ALEs)—generally those with 50 or more full-time employees—to report information to the IRS and to their full-time employees about their compliance with the employer shared responsibility (pay or play) provisions and the health care coverage they have offered (or did not offer). Read more

Ameritas | Producer News for 2024

Get the latest and see the introduction to Eye360 from EyeMed, EyeChoice now promotes dual choice, Zywave makes small group quoting easy and Gen Z and student loan/tuition payment. Read more

Capital Blue Cross | Producer insights: Tax information, cervical cancer, Strive Health, and more

Coming in 2025: Change to PPO Choice provider tiers, when is ownership tax documentation required with new group enrollments?, Strive Health Renal Care Services program and January is National Cervical Health Awareness Month. Read more

Highmark | Update: February 2024 Commission run

We wanted to make you aware of an important update regarding your commission payment for the month of February. The monthly commission payment process occurs on the first business day of every month, but Highmark’s Accounts Payable Department processes all payments on a weekly basis. Read more

UPMC Health Plan | Fertility Health and Family-Forming Benefits through Carrot Fertility

UPMC Health Plan is now working with Carrot Fertility to help you offer your employees comprehensive, inclusive fertility health and family-forming benefits that are accessible and affordable. Read more

2/22 Using health equity to shape health plan strategies

Capital Blue Cross’ healthcare delivery executives will share how we’re leveraging key insights to develop and deliver actionable strategies and solutions to enhance benefit programs and create experiences personalized to our member’s needs. Register now

3/11 CE Course: The Impact of Stress on Oral Health

Stress has been classified as the health epidemic of the 21st Century according to the World Health Association. This Course educates attendees about the correlation between chronic stress, anxiety and depression and their oral and overall health. Brokers in attendance can expect to leave this course with the information to educate their clients on the importance of good oral health and match them with the right dental benefits to complete their health care package. Register now

3/19 CE Course | Group Disability: Underwriting & Risk Analysis

Join us for a CE webinar with Earle King from Principal Financial Group on March 19th at 10am EST where we'll review:

  • Common sources of income replacement and their impacts on varying disability plans
  • Plan design basics
  • Impacts of SSDI and Statutory disability plans
  • Basics of evaluating risk
  • Important plan design factors

Register now

4/11 CE Course: Ethics & Compliance

Join us for an informative Continuing Education (CE) webinar on Ethics & Compliance in the insurance industry, scheduled for April 11th at 10 am. This comprehensive session will delve into the vital aspects of integrity, exploring what it is and why it is crucial in the insurance landscape.
Key Topics Include:

  • Integrity: what it is and why needed
  • Ethics: insurance industry/agency/disclosure
  • Confidentiality/privacy
  • Regulatory requirements: licensing & state regulations
  • Regulation of competition
  • Federal criminal convictions
  • Health & life investigations
  • Unfair practices
  • Marketing & advertising: solicitation, proposals, applications
  • Compensation
  • Fraud

This webinar is designed to provide insurance professionals with a comprehensive understanding of ethical considerations and compliance requirements. Don't miss this opportunity to enhance your knowledge and ensure your practices align with the highest ethical standards. Register now

Jefferson Health Plans | Compensation Opportunity for 2024

See how you can earn a very healthy $60 bonus on each app with the Broker commission and bonus program. Also, as a reminder the $50 HRA is available for every application/member. Read more

Highmark | 2024 incentive

Introducing the 2024 new to Highmark incentive! This Incentive applies to Small Group (2-50) and Large Group (51+) clients in Pennsylvania. Read more

UPMC Health Plan | Individual & Family Bonus Program

UPMC Health Plan is pleased to announce a producer bonus program for those who enroll new members in UPMC Individual Advantage, UPMC VirtualCare or UPMC First Care plans with an effective date in 2024. Earn up to $100 per member! Read more

UPMC Health Plan | New Business Producer Incentive Program (qualify 1/1/2024 through 4/1/24)

If you sell any new employer group in the 51-99 or 100+ market segments with a Jan. 1 to April 1, 2024, effective date, you will receive an incentive of $300 per contract. Read more

Pennie | 2024 Assister & broker recertification due 

Pennie-Certified Assisters & Brokers must complete annual training to continue certification into 2024. Please note, customers cannot be restored after decertification. Read more

Pennie | Community Workgroup Newsletter

In lieu of a Pennie Community Workgroup (PCW) webinar for July, we are sending this newsletter with updates and information on Pennie’s current and upcoming initiatives. Read more

Pennie Toolkit: Loss of Medical Assistance

Starting April 1st, all Medical Assistance (MA) and CHIP recipients must complete an annual renewal to keep coverage. Pennie is here to ensure continuous coverage for Pennsylvanians that have lost or are losing MA coverage, but we need your help! Read more.

Family Glitch Fixed, More Savings Now Available at Pennie

Under new federal rules, Pennie can now provide savings to more Pennsylvanians! Read more

Pennie | Broker Workgroup