Hayward Unified

The initial penalty assessment was in the millions of dollars, but by the time Trusaic had finished recalculating our exposure, it was reduced to a fraction of the amount.

Hayward Unified School District received a Letter 226J penalty notice from the IRS in late 2017 and was shocked by the amount the IRS was proposing as an ACA penalty. Unsure how to proceed, the school district contacted its insurance broker for help. The broker recommended Trusaic.

Trusaic explained the penalty redetermination process that would need to be undertaken and proceeded to guide Hayward officials through the discovery, analysis and response phases. These efforts resulted in the IRS agreeing with Trusaic’s penalty redetermination. The initial penalty assessment was in the millions of dollars, but by the time Trusaic finished recalculating the school district’s exposure, it was reduced to a fraction of the amount originally proposed by the IRS.

Through every step of the process, Trusiac was there to guide the school district in obtaining the necessary documents, data and information from its various databases to create a robust response that would withstand regulatory scrutiny. Trusaic’s comprehensive redetermination analysis and validation of the raw data in Hayward’s HRIS system corrected several substantive errors that had taken place during the original IRS filing process for the 2015 reporting year. The end result was a dramatically reduced pool of school district employees triggering a penalty.

Trusaic took on the administrative tasks, project management and data analysis to develop the response to the IRS penalty notice. We provided key regulatory insights that the school district could never had arrived at on its own because of its unfamiliarity with the complexities of the ACA.

“Their diligence throughout the entire 226J response made the experience painless,” said Rosemary Rivas, Coordinator of Benefits & Risk Management.

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