1095 Documents for 2020 Tax Year

For the 2020 tax year, Optima Health mailed 1095-B tax form to all individuals covered by our fully insured health plans, including employer-sponsored and Individual & Family Plans sold off the Health Insurance Marketplace.

The deadline for individuals to receive their 1095 form was March 2, 2021 (extended from January 31, 2021). We will also report this information to the IRS by the electronic filing deadline of March 21, 2021. The paper filing deadline was February 28, 2021.

Self–Funded Groups

Large self–funded groups and BusinessEDGE® groups with 50 or more employees: Optima Health provided a data file that contained all the fields in Section III of the 1095-C for each employee and dependent covered by the group health plan for at least one day in 2020. The comma delimited text file was made available in January 2021 and can easily be imported into Excel, Access, SQL, or various other tools to develop the required 1095-C forms for employees and report the information to the IRS.

BusinessEDGE groups with less than 50 employees: Optima Health provided a data file that contained all the fields in the 1095-B and relevant information for each employee and dependentcovered by the group health plan for at least one day in 2020. The comma delimited text file was made available in January 2021 and can easily be imported into Excel, Access, SQL, or various other tools to develop the required 1095-B forms for employees and report the information to the IRS.