Configure ALE Members and ALE Groups

Configure ALE members by entering information in the Details, Component Company/Tax Group, and Designated Government Entity sections, as appropriate.

1. From the Applicable Large Employer (ALE) Members page, add a new ALE member or select the name of an existing ALE member to change information.
2. From the Reporting Year menu, select the applicable year.
3. In the Details section, check the This is An External ALE box, if applicable.

   An External ALE member is a legal entity whose information is not tracked in UKG Pro. However, you can enter the Code, Name, and EIN information for an External ALE member to ensure these details are part of the generated Form 1094-C, Part IV.

4. Enter a unique code for the ALE Member.
5. Enter the employer organization's name at the Name of ALE Member (Employer) field. Note that spaces are permitted.
6. Select the employer's country from the Country drop-down list.
7. Enter the main address for the employer organization.
8. Enter an identifier number such as a Federal Tax Number at the Employer Identification Number field.
9. Enter the business name control code.

   The business name control is a four-character code assigned to an organization by the IRS for electronic filing when an Employer Identification Number is requested. If corporate tax returns are filed electronically with the IRS, your organization typically has this code assigned.

10. Enter the contact person and phone number for the employer organization using the Contact First Name, Contact Middle Name, Contact Last Name, Contact Name Suffix, and Contact Phone fields.
    Note The Contact Name Suffix menu displays the suffixes that have been configured in the Name Suffix business rule.
11. Select the reporting settings from the corresponding section.
    • Select the applicable component companies for the employer organization from the Available column and move to Selected.
    • Select the applicable tax groups for the employer organization from the Available column and move to Selected.

    Important The Component Company or Tax Groups sections appear on the Add/Change ALE Member page based on the previously configured option selected for reporting settings in PPACA Reporting Settings (System Configuration > System Settings). To switch your selection, all ALE members added to the ALE Member business rule must be deleted.
12. When using ACA Employer Services, designate the component company to bill for Forms 1095-C printing from the Primary Billing Component Company menu. Complete this step only when applicable large employer members are defined using multiple component companies. This menu does not display for applicable large employer members defined by tax groups on the PPACA Reporting Settings page.
13. Check the Designated Government Entity box, if applicable.

    A designated government entity is a person or persons that are part of or related to the government unit (defined as the government of the United States, any State or political subdivision thereof, or any Indian tribal government or subdivision of an Indian tribal government).

14. Enter the main address for the Designated Government Entity.
15. Enter contact information for the Designated Government Entity using the Contact First Name, Contact Middle Name, Contact Last Name, Contact Name Suffix, and Contact Phone fields.
16. Select Save. The ALE Members page appears with the new information.