Authorization Number : 855-1153
Agency Series No. : RKAD/PEO
Status : Active
Agency Web Link :
Agency : BWC
Confidential Description : These records contain Trade Secret material according to ORC 4125.01
Division : BWCRKAD
Vital Description :
Section : BWCRKADRTBC
Record Title : Professional Employer Organization (PEO) File
Revision : 0
Record Description : PEO’s enter into an agreement with one or more client employers for the purpose of co-employing all or part of the client employer’s workforce at the client employer’s work site. The PEO file contains a Professional Employer Organization Client Relationship Notification (UA-3) form that is required for BWC to recognize a PEO relationship. The PEO file also contains the UA-3 form which specifically consists of new, change, and termination activity of the PEO. The UA-3 forms as well as the AC18 and AC19 forms contain claims and payroll experience data that the PEO Unit requires from the PEO community in order to transfer back to client policies upon changing or terminated PEO relationships. These records are the PEO’s active and inactive client base. The PEO files may include copies of random electronic correspondence and communications used to document PEO relationships as well.