IT171 – General Benefit Data
Benefit eligibility is based on
employee sub group assignment and either full time or
part time. Most
often employees are in the same benefit group as their
employee sub group, however, occasionally, this may
instance if an employee works as a part time clerical
and a part time ST, they may receive benefits based on
clerical full time.
How an employee is treated for
benefit purposes is found on IT171 – General
Benefits Data. Every
employee with benefits, must first have IT171.
Following is an example.
g. of list of employees
in the following benefit groups, are eligible for the
benefits listed below:
||BCBS Medical, BCBS Dental,
Prescription Drugs, Basic Life Insurance,
Life Insurance, STD
benefit groups have an employee status on IT171 of
either FULL or PART, depending upon whether they are a
full-time employee or part-time employee.
Regular and Temporary 12 month faculty have an
employee status of full.
IT35, Subtype AB – Benefit Salary
benefit salary on IT35 is required in order for the
system to accurately calculate flex credits and
premium costs for those benefits that are based on
salary (i.e. life insurance, LTD, STD and flex credits
associated with these benefit plans).
The effective date on the benefit salary must
cover the benefit plan year, at least.
Generally, they are entered with a 12/31/9999
end date so they are in effect until the next salary
Flexible Spending Accounts
Certain employees has the
option of having a flexible spending account.
These are maintained on IT14 (the per pay
amount) with the annual election on IT15.
Sampe wage types used for FSAs:
– Recurring Payments/Deds.
- Additional Payments
Tax Deferred Investment IT14 and IT165:
Employees have the option of
participating in tax deferred investments.
They can defer a set percentage or a flat dollar
amount on a per pay basis.
The per pay information is located on IT14,
The following wage types are used:
Each employee also has a maximum
amount that can be deferred in a calendar year.
The maximum is located on Deduction Limits, IT165
as shown below.