Large Employer Test

Fifty is not a headcount.

The threshold that brings the employer mandate down on you is measured in full-time equivalents, not people. Part-time hours aggregate into fractional employees, common ownership pulls separate companies together, and the whole thing is judged on last year rather than this one. Count it properly here.

The Count

Three numbers, one month at a time.

Run your heaviest month and your lightest. The statutory test averages every month of the preceding calendar year.

Or 130 hours in the month. These count as one each, whatever they earn.

Add up every part-time hour for one month. No individual counts for more than 120 hours, so trim anyone above that before you total.


Full-Time Equivalents

for the month you entered

Full-time, counted as one each
Part-time hours divided by 120
Distance from the 50 threshold

The real test averages these monthly figures across the whole preceding calendar year, so one month is an indicator rather than an answer. Run it for your heaviest month and your lightest before concluding anything.

Where It Goes Wrong

Three ways employers get this answer wrong.

Counting People, Not Equivalents

Thirty-eight full-timers and twenty part-timers is not 38 and it is not 58. Every 120 part-time hours in a month makes one more equivalent, so those twenty part-timers might add anything from two to twenty depending on how much they work.

Ignoring Common Ownership

Companies under common control are aggregated and tested as one employer. Three companies with the same owners, each with twenty equivalents, are a sixty-equivalent applicable large employer. This is the most common way the answer comes out wrong, and it comes out wrong in the expensive direction.

Testing the Wrong Year

The obligation attaches based on the preceding calendar year. By the time you are an applicable large employer you have already been one for months, and the offer you needed to have made was due at the start of the year you are now in.

If You Are Over

What crossing fifty actually brings.

An Offer That Has to Be Affordable

Offering coverage is not enough on its own. It has to clear a percentage that the IRS resets every year, and the penalty is triggered by a single employee going to the exchange and receiving a credit. Test it with the ACA affordability calculator.

And a Reporting Obligation

Forms 1094-C and 1095-C, on a deadline, with electronic filing required once you file ten or more information returns of any kind. The deadline checker will lay out your dates.

General information about the federal employer-shared-responsibility rules, not legal advice. Aggregation questions in particular turn on facts a calculator cannot see.

Questions

What employers ask about the 50-employee threshold.

The four that decide whether the mandate is yours.

How do you calculate full-time equivalent employees for the ACA?

Count every employee averaging 30 or more hours a week, or 130 hours in the month, as one. Then add up all the hours worked by your part-time employees in that month, capping any individual at 120 hours, and divide the total by 120. The two figures together are your full-time equivalents for that month. The statutory test averages those monthly figures across the whole preceding calendar year.

Are we an applicable large employer?

You are if you averaged 50 or more full-time equivalents across the preceding calendar year. Note the tense: the obligation attaches based on last year, so by the time you notice you crossed, the offer you needed to have made was due at the start of the year you are already in. Companies under common control are aggregated and tested as one employer, which is the most common way the answer comes out wrong.

Do part-time employees count toward the 50-employee threshold?

Yes, as fractions. Every 120 part-time hours in a month makes one additional full-time equivalent, with no individual counting for more than 120 hours. So twenty part-timers might add two equivalents or twenty, depending entirely on how much they work. This is why counting people rather than equivalents gives the wrong answer in both directions.

What happens when a company reaches 50 employees?

The ACA employer mandate applies, so you must offer affordable minimum-value coverage or face a penalty triggered by any employee who goes to the exchange and receives a premium tax credit. Forms 1094-C and 1095-C reporting comes with it, and electronic filing is required once you file ten or more information returns of any kind. FMLA also applies at 50, counted differently, with a second test of 50 employees within 75 miles of the worksite.

What ALE status obliges you to file →  ·  The notices you owe employees →

Let’s Get to Work

Send us your renewal.

We’ll tell you whether it looks competitive, where we see opportunity, and the five questions we’d put to your carrier. No cost, and no obligation to move anything.

What to send

The renewal letter
Your current plan summary
Contribution split by tier
Enrolled counts by tier

Four documents — two more if your group is 50 or more. Nothing else; every extra one is a reason to postpone.

CFH Insurance Consultants

An independent employee benefits consulting firm. We look at the entire benefits program — cost, plan performance, risk and administration.

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