What is the PCORI Fee?
The Patient‑Centered Outcomes Research Institute (PCORI) fee supports vital research comparing health outcomes, treatment effectiveness, and associated risks. Under the Affordable Care Act (ACA), insurers and plan sponsors are obligated to pay this fee.
Self‑funded (ASO) plan sponsors must report and remit the fee using IRS Form 720 by July 31 of the year following the plan year-end. For instance, plans ending in 2024 must file by July 31, 2025.
What’s New for UnitedHealthcare Level‑Funded Groups?
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Applicable to UnitedHealthcare Level Funded groups—including Oxford and Surest plans—with plan years ending during 2024.
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A detailed PCORI Membership Report will be provided by end of June, featuring:
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Monthly enrollment counts for the 2024 plan year.
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Membership calculations using two IRS-approved methods: “snapshot” and “actual count”.
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Employers must select one of the two counting methods and complete Form 720 by July 31, 2025.
How to Retrieve Your Membership Report
Access your report via UHCeServices.com by following these steps:
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Log in to UHCeServices.com
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Go to Reports
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Choose Level Funded
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Select PCORI Membership Report
🔎 Important: If your group renewed and later terminated within 2024, you may receive two separate membership reports—be sure to access all available reports.
What Indicates Report Availability?
Employers will receive email notifications once their PCORI Membership Report is accessible—however, the report itself will not be mailed.
Want Help or Have Questions?
For any questions or additional assistance, reach out to your regional BetterFit Benefits representative.
Why This Matters to You
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Avoid penalties: Accurate and timely filing prevents excise tax penalties tied to Form 720.
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Stay compliant: Selecting the correct counting method ensures IRS compliance.
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Plan ahead: With reports issued end‑of‑June and a July 31st deadline, you have ample time for preparation.