Warner Pacific Broker Compliance Portal
A partnership for all your health plan compliance needs
Warner Pacific is excited to partner with CXC Solutions to offer a full-service suite of compliance tools and products. As a Warner Pacific Broker you will receive free access to a Compliance Audit Tool. This tool will walk you through a series of questions to determine how compliant your clients are with specific regulations. It will generate a summary and detailed report for you and your clients.
In addition, you will receive a special discount of 20% off all services for your clients through this Warner Pacific partnership.
For immediate assistance with your client’s compliance needs please complete the required information below. We will reach out to help design a custom proposal for your client.
Nondiscrimination Testing
Employers required to comply:
Any employer offering pre-tax plans offering Medical, HSA, FSA, etc.
Timeline:
Annual IRS testing law
Mental Health Parity Analysis
Employers required to comply:
Any employer offering group medical insurance of any kind includes all funding types
Timeline:
Annual DOL analysis law
ACA Reporting
Employers required to comply:
Applies to all Applicable Large Employers (ALE) and any non-ALE’s that are self-funded or level-funded.
Timeline:
Annually filing due to the IRS on March 31st
RxDC Reporting
Employers required to comply:
Any employer offering group medical insurance of any kind includes all funding types
Timeline:
Annual filing due June 1st
Form 5500 Reporting
Employers required to comply:
Any ERISA plan (Medical, Dental, Vision) which had 100 or more employees enrolled on the first day of the plan
Timeline:
Annual filing due last day of the seventh month following the end of the plan year
Wrap Document & SPD
Employers required to comply:
Best practice for any employer that offers ERISA (Medical, Dental, Vision)
Timeline:
Annual best practice
Section 125 Documents
Employers required to comply:
Required for employers that offer any benefits on a pre-tax basis i.e. Cafeteria and POP
Timeline:
Required at inception of plans and/or during plan changes
HIPPA Training & Policies
Employers required to comply:
Required by law for any employer either self-funding or level-funding handling PHI
Timeline:
Annual training and document updates
Federal Notices
Employers required to comply:
Any employer that offers benefits- We offer self-service software to generate notices
Timeline:
Ongoing
Additionally, you can visit the Warner Pacific Compliance Page
More educational resources can be found in the CXC Solutions Compliance Blog link.We will also be periodically conducting CE classes, training calls, and providing educational related resources.
We look forward to being a valuable resource to you and your clients.