1095 Documents for 2021 Tax Year

For the 2021 tax year, Optima Health will mail 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.

Self-Funded Groups

Large self-funded groups and BusinessEDGE® groups with 50 or more employees: Optima Health will provide a data file that contains 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 2021. The comma delimited text file will be available in January 2022 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 fewer than 50 employees: Optima Health will provide a data file that will contain all the fields in the 1095-B and relevant information for each employee and dependent covered by the group health plan for at least one day in 2021. The comma delimited text file will be available in January 2022 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.

Please contact your Optima Health representative if you have any questions.