Sample Compliance Calendar JANUARY FEBRUARY MARCH APRIL 1 2 3 4 5 1 2 3 4 5 1 2 3 4 5 1 2 6 7 8 9 10 11 12 6 7 8 9 10 11 12 6 7 8 9 10 11 12 3 4 5 6 7 8 9 13 14 15 16 17 18 19 13 14 15 16 17 18 19 13 14 15 16 17 18 19 10 11 12 13 14 15 16 20 21 22 23 24 25 26 20 21 22 23 24 25 26 20 21 22 23 24 25 26 17 18 19 20 21 22 23 27 28 29 30 31 27 28 27 28 29 30 31 24 25 26 27 28 29 30 st 31 –Report imputed income for GTL, certain health coverage, some LTD plans, and Dep Care FSA on the Form W-2 MAY st JUNE JULY AUGUST 31 –Report value of health coverage on the Form W-2 st 1 2 3 4 5 6 7 31 –Insurer, TPA, or sponsor furnishes 1 2 3 4 5 6 1 2 3 4 1 2 MA 1099-HC to covered EEs residing in 8 9 10 11 12 13 14 MA 5 6 7 8 9 10 11 3 4 5 6 7 8 9 7 8 9 10 11 12 13 st 31 –Insurer issues 1095-B to covered EEs st 15 16 17 18 19 20 21 31 –Employers with 50+ FTE issue 1095-C 14 15 16 17 18 19 20 12 13 14 15 16 17 18 10 11 12 13 14 15 16 forms to EEs who were full time for at 22 23 24 25 26 27 28 least 1 month in the prior calendar year 21 22 23 24 25 26 27 19 20 21 22 23 24 25 17 18 19 20 21 22 23 29 30 31 26 27 28 29 30 24 25 26 27 28 29 30/31 28 29 20 31 SEPTEMBER OCTOBER NOVEMBER DECEMBER 1 2 3 ½ 3 4 5 6 7 8 1 2 3 4 5 1 2 3 4 5 6 7 8 9 10 9 10 11 12 13 14 15 6 7 8 9 10 11 12 4 5 6 7 8 9 10 11 12 13 14 15 16 17 16 17 18 19 20 21 22 13 14 15 16 17 18 19 11 12 13 14 15 16 17 18 19 20 21 22 23 24 23 24 25 26 27 28 29 20 21 22 23 24 25 26 18 19 20 21 22 23 24 25 26 27 28 29 30 30 31 27 28 29 30 25 26 27 28 29 30 31 2023 EBS Services & Capabilities 29