ACA Monthly Totals Report

The ACA Monthly Totals report assists in completing Part III of the 1094-C form as required by IRS regulations. This report compiles historical data from BambooHR since 2015 and offers various breakdowns. Users can select specific year and month data, applying filters for employee divisions, statuses, and job titles. Key columns include the count of employees offered ACA-compliant coverage, total ACA full-time employees, and total active employees, with specific criteria for inclusion. It is essential to note that terminated employees are counted for months they were active. Additionally, the report must account for employees in the ACA waiting period when submitting data to the IRS.

  • Oct 22, 2025
  • Knowledge

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ACA Monthly Totals Report
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This feature is included in the Core, Pro, and Elite packages.

Can I see my ACA monthly totals for all of my employees in a report?

Purpose: The ACA Monthly Totals report helps you fill out Part III of the 1094-C form (only 1 needed per EIN) as per IRS regulations.

ACA Monthly Totals report

The report provides various breakdowns as outlined below. Keep in mind that this report will pull historical data based on the data stored in BambooHR starting from 2015. Additionally, it allows for these options:

ACA Monthly Totals
  1. Year/month setup: This report displays data as indicated by the year and day of the month selected. It also breaks down data by month for each year. You can select which day of the month you want to view the counts based on. As per the IRS regulations, the counts must occur on the same day of the month for all three numbers.
  2. Employee filter: The employee filter is different from other employee filters used in other reports. This filter applies to each month/year displayed in the report. For example, if you select the Executive Team division, it will take a count of employees who were part of that division on the day/month/year shown in the report. All Employees is the default filter, but the additional filters are Department, Division, Location, Employment Status, and Job Title.
  3. Employees offered coverage: This column shows the total count of employees with a status of Eligible, Enrolled, Waived, or Withdrawn for EVERY DAY of the month for at least one ACA-compliant health plan. Employees who have a termination date during the month, coverage terminated at any point in the month, or are marked as not eligible during the month are excluded from this number. The selected day of the month at the top of the report does not impact this number since we have to look at the entire month to determine the offering of coverage.
  4. Total ACA full-time employees: This column is the total count* of active employees with a full-time ACA status as of the selected day of the month at the top of the report. Based on ACA guidelines, this includes the following statuses: Full-Time, Intern (eligible for benefits), and Part-Time/Variable Hour (eligible for benefits).
  5. Total employees: This column is the total count of active employees as of the selected day of the month at the top of the report.

For the columns of Employees Offered Coverage, Total ACA Full Time Employees, and Total Employees, terminated employees willbe included in the total counts for the months in which they were active.

*Note: This column includes all employees who have an employment status linked to one of the three ACA statuses. This means it also includes employees who may currently be in the ACA waiting period, depending on your company benefits. When submitting this form to the IRS, be sure to consider any employee you may need to remove from the count based on eligibility in the ACA waiting period.

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