Patient-Centered Outcomes Research Institute (PCORI) Fees

This is a reminder that your 2015 PCORI fee is due July 31, 2016.

What is a PCORI fee?

The Affordable Care Act (ACA) created the Patient-Centered Outcomes Research Institute (PCORI) to help patients, clinicians, payers and the public make informed health decisions by advancing comparative effectiveness research

The Institute’s research is to be funded, in part, by fees paid by health insurance issuers and sponsors of self-insured health plans. These fees are widely known as Patient-Centered Outcomes Research Institute fees (PCORI fees), although they may also be called PCOR fees or comparative effectiveness research (CER) fees.

We strongly advise that you take the time to read through our Legislative Brief on PCORI Fees*. For easy referencing, we’ve included links to relevant forms and documents below.

• 720 tax form
• 720 tax form instructions
• FAQs on the PCORI Fees*
• Legislative Brief on PCORI Fees* (Note: The three options for counting your members are located on page 4 of the brief.)

*MyWave Connect login credentials needed to access these resources. If you don’t know your MyWave Connect credentials, please contact your advisor.

Payment Schedule

Plan Year	Fee Amount	When fee must be paid
2/1/14 – 1/31/15	$2.08	July 31, 2016
3/1/14 – 2/28/15	$2.08	July 31, 2016
4/1/14 – 3/31/15	$2.08	July 31, 2016
5/1/14 – 4/30/15	$2.08	July 31, 2016
6/1/14 – 5/31/15	$2.08	July 31, 2016
7/1/14 – 6/30/15	$2.08	July 31, 2016
8/1/14 – 7/31/15	$2.08	July 31, 2016
9/1/14 – 8/31/15	$2.08	July 31, 2016
10/1/14 – 9/30/15	$2.08	July 31, 2016
11/1/14 – 10/31/15	CERF increases by rate of Medical Inflation per average covered life. $2.17	July 31, 2016
12/1/14 – 11/30/15	$2.17	July 31, 2016
1/1/15 – 12/31/15	$2.17	July 31, 2016