HomeMy WebLinkAboutAgenda - 09-14-2010 - 3ORANGE COUNTY
BOARD OF COMMISSIONERS
• ACTION AGENDA ITEM ABSTRACT
Meeting Date: September 14, 2010
Action Agenda
Item No. ~_
SUBJECT• Employee Benefits Preliminary Recommendations and Update
DEPARTMENT: Human Resources PUBLIC HEARING: (YIN) No
ATTACHMENT(S):
1. The Impact of Health Care Reform
on Orange County
2. Health Insurance Overview
3. Comparison of Fully-Insured vs. Self-
Insured Health Care Coverage
4. Dental Insurance Overview
5. Flexible Spending Account Overview
6. Supplemental Benefits Overview
7. Leave Accruals Overview
INFORMATION CONTACT:
Michael McGinnis, HR Director, 245-
2552
Diane Shepherd, Benefits Manager,
245-2558
Clarence Grier, Financial Services
Director, 245-2453
• PURPOSE:
To provide the Board with an update on employee benefits and background information related
to 2011 employee benefits renewal and leave accruals.
BACKGROUND:
The County provides permanent employees with an attractive and excellent comprehensive
benefits plan including health, dental, life insurance, an employee assistance program, flexible
compensation plan, supplemental retirement plans, and paid leave to permanent employees.
For the past two years economic stresses have significantly challenged Orange County's ability
to continue to maintain the level of benefits expected by our employees. In response, the
County implemented a number of personnel services cost saving reduction programs, including
suspension of the County 401(k) contribution to permanent employees, no salary increases
(Merit or COLA), voluntary furloughs, instituted a hiring freeze and eliminated many vacant
positions. Through these cost saving programs and cutting costs across the organization, the
County has been able to retain all permanent employees. As the County reduces its total
employee base at the same time that demand for County services is increasing, it is important
to review ways to demonstrate the County's commitment to employees without significant
increases in cost.
The County benefits package helps attract and retain employees. Employees have shown their
willingness to engage in healthy, or healthier, activities to keep health insurance benefits at
• current levels and minimize their costs, as demonstrated by the 85% of employees who
completed the Health Assessment between October 2009 and March 2010. Additionally,
throughout 2010, the County held several successful wellness challenges, employee walking
events, and a well attended Wellness/Employee Appreciation Day. Over 200 employees
2
attended group meetings to learn more about their benefits and how individual actions have an
impact on the cost of health insurance.
Human Resources also produced Wellness Weekly emails to provide details about benefits,
county employees' health and regulatory communications. Articles in Orange Alive and
discussions with employees and department directors further informed employees on how to
use their health care most effectively. Staff was involved in presentations and discussions
throughout the year with the Employee Relations Consortium (ERC) and its Pay and Benefits
Committee to solicit their opinions regarding employee benefits.
Both external and internal changes will affect employee benefits in 2011 more than in the past:
Health Care Reform Legislation of 2010
National Health Care Reform was enacted in March 2010, with different elements becoming
effective immediately and others in the next few years. Attachment 1 outlines the impact of
Health Care Reform on the Orange County health care plans. Because the County's health
insurance already provides many of the benefits which are mandated for employers, very few
changes will be required immediately. Of benefit to Orange County, Health Care Reform will
provide a benefit to Orange County by providing a reimbursement for 80% of certain medical
costs through the Early Retiree Reimbursement Program. Reimbursement is available for
claims beginning June 1, 2010 for pre-65 retirees covered by the County Health Plan, and must
be used to offset actual increases in the cost of health insurance. Based on the County's past
claims, it is estimated that the County may be eligible to receive approximately $150,000 over
the next 18 months. Staff is preparing the application for this program.
Broker Services
To assist the County in plan design and cost containment measures related to benefits for 2011
the County decided to utilize the services of a benefits consultant. Mark III was selected after
evaluating three brokers because of several factors including their extensive experience with
local governments. They have agreed to provide these services at no consultant fees for 2011.
Any compensation for providing these services for the first year will be derived from the
potential enrollment of voluntary benefits as outlined in Attachment 6 below. Future fees, based
on number of employees, will not exceed $2.00 per employee per month (approximately
$20,000). The savings to our health care plan costs is expected to exceed that of their
services, and will be particularly valuable as the County considers and possible implementation
of aself-funded health insurance plan,. They will assist with supplemental benefits to County
employees, assist with the integration of claims information with plan design and wellness
activities, and provide Open Enrollment services.
2011 Benefit Plans
Moving forward with plan implementation for 2011, the following benefits are being considered:
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•
1. Health Insurance
The County provides two fully-insured health insurance plans for employees, and pays the
employee portion of coverage, as well as a subsidy for dependent coverage. An overview of
the current plans, plan participation, and initial recommendations are described in Attachment
2. The County received 2011 renewal rates from the North Carolina Association of County
Commissioners (NCACC) for our two fully insured health insurance plans at a total increase of
6.5%. This amount is within the 7% increase budgeted for FY 2010-11.
3
Renewal information, including a potential self-funding option, is provided on Attachment 3,
• which also includes a comparison of fully-insured funding vs. self-insured funding. Staff is
closely analyzing potential cost savings of self funding and will provide a recommendation
shortly. The County has budgeted $6,338,000 for health insurance in Fiscal Year 2010-11.
2. Dental Insurance
The County provides aself-insured dental plan through Delta Dental of North Carolina. The
County pays all costs for employee coverage: claims and an administrative fee to Delta Dental.
Dental claims are paid according to a Table of Allowances (TOA) unique to Orange County. In
both 2009 and 2010, the County increased its levels of reimbursement for claims. The County
has budgeted $251,600 for dental insurance in Fiscal Year 2010-11. An overview of the dental
plan and suggested enhancements are shown on Attachment 4.
3. Flexible Compensation Plan
The County provides a Section 125 Flexible Compensation Plan administered by Tucker
Administrators. Attachment 5 shows participation and required changes for the Plan Year
beginning December 1, 2010. This Plan consists of a) tax sheltering of health and dental
premiums and b) two Flexible Spending Accounts (a medical spending account and
dependent/child care spending account). The Spending Accounts enable employees to
contribute money to a separate account. Employees save money because no income or Social
Security taxes are deducted from on contributions made to the Flexible Spending Account(s),.
The County pays the administrative costs when employees choose to contribute to a Flexible
Spending Account. The County has budgeted $15,600 for these administrative costs in Fiscal
Year 2010-11. As part of their services, Mark III will be assuming these administrative costs.
• 4. Em to ee Assistance Pro ram EAP
P Y 9 ~ )
Magellan Behavioral Health provides the County's EAP for County employees and their
dependents. The EAP provides several services including confidential assessment and
counseling services, 24/7 emergency services, and legal consultation. The EAP is a
complement to services provided through the County Health Plan at no cost to employees or
their dependents. Both employees and the County save when employees use the EAP instead
of the County health insurance.
We requested and have received a two year contract renewal, January 1, 2011-December 31,
2012 at the same rate as the 2009-2010 contract. The County has budgeted $15,500 for the
Employee Assistance Program in Fiscal Year 2010-11.
5. Life/Accidental Death and Dismemberment Insurance
The County provides an employer-paid life insurance benefit at the employee's annual salary
(rounded to the next thousand dollars) with a maximum benefit of $50,000. Our three-year
contract with MetLife ends December 2010. We successfully negotiated a new three year
contract beginning January 2011 to December 2013 at the same cost (22.5 cents for every
$1,000 of coverage for life and accidental death and dismemberment insurance) as the current
contract. Employees are able to purchase additional term life insurance through this Plan. The
plan continues to be administered through Mark III Employee Benefits. The County has
budgeted $96,600 for health insurance in Fiscal Year 2010-11.
• 6. Supplemental Benefits
Orange County allows employees to purchase supplemental insurance benefits such as short
term disability, cancer and hospitalization insurance through payroll deduction. Attachment 6
4
provides utilization information and initial suggestions related to enhancing County
supplemental insurance benefits. •
7. Employee Leave
Permanent, full-time County employees are currently provided leave in the following manner:
T e of Leave Accrual Rate
Sick Leave 8 hours er month throu hout em to ment
Vacation Leave Monthly accrual based on years of service for each month the employee is in
a status for'/2 of the month, ran in from 96 to 230.4 hours a ear
Petty Leave 1.17 hours (70 minutes) per month; unused leave dissolves on June 30 of
each ear
Personal Leave 2 days per year received in January; unused leave dissolves on December 31
of each ear rorated for new em to ees based on 6 months
As the County continues to move forward with automated time-keeping and self service
programs, changes to leave accruals are recommended in order to increase efficiencies. These
changes, as well as a summary of leave accruals provided by other. jurisdictions are shown in
Attachment 7.
Employee salaries are budgeted based on regularly scheduled work hours, regardless of
whether that salary is for actual work, holidays, or paid leave. Only when employees separate
from employment and are paid for vacation accruals (to a maximum of 240 hours) do the actual
hours accrued become an expense to the County. •
Employee benefits and compensation account for a large portion of the cost of providing
services to the public. A key factor to employee retention is that the county remain competitive
in employee compensation and benefits while also remaining aware of both current and past
employment benefit expenses upon budget. Additionally, in establishing a benefit there must
be a consideration of the financial impacts now, and the sustainability of such benefit going
forward. Providing a benefit and then withdrawing it has substantial negative influences on
employee morale.
FINANCIAL IMPACT: There is no financial impact to this discussion.
RECOMMENDATION(S): The Manager recommends that the Board discuss the update and
background information related to employee benefits. Specific recommendations for
consideration beginning January 2011 are that:
• Staff research- the feasibility of changing health insurance funding from Fully-Insured to
Self-Insured;
• The County contribution to health insurance continues at current levels (100% for
employee coverage; 52% subsidy for dependents, based on the lower cost plan)
• Reimbursement rates increase for Dental Claims;
• Staff research vendors for Supplemental Benefits; and
• Current petty, personal, and vacation leave accruals be combined into one leave type;
this combined leave is credited on a bi-weekly rather than monthly basis; and minimum •
leave usage requirements end.
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Attachment 1 Page
•
THE IMPACT OF HEALTH CARE REFORM ON ORANGE COUNTY
Recent National legislation has made significant changes to the way employers administer
health insurance, but will have minimal impact on Orange County in the next few years. The
chart below shows the impact of the changes Health Care Reform (HCR) will have on Orange
County employees and retirees for the next eighteen months.
•
Chan a in Le islation How Oran a Coun Will Be Affected
Dependent coverage allowed for adult Dependents up to age 26, regardless of
dependent children up to age 26. The student status, have been eligible to remain
only exception is if the child is not on our health insurance since January
eligible to enroll in other employer- 2010. Beginning January 2011, the
provided coverage. definition of dependent will include married
children er HCR.
Elimination of pre-existing condition No impact; already part of our plan.
exclusions for children under a e 19
Elimination of coverage rescissions No impact; already part of our plan.
(cancellation of coverage) after
someone has submitted medical
claims.
Elimination of lifetime maximum No impact; already part of our plan.
covera a limits.
Requires preventive care benefits be No impact; already part of our plan.
rovided.
Requires time and a private space be Effective immediately. Minimal impact;
provided to nursing employees. Applies mothers are not required to be paid for this
to FLSA non-exem t em to ees. time.
Over the Counter (OTC) medications Our plan for 2011 will be changed to reflect
require prescription to be eligible under this.
Flexible S endin Account
W2 for 2011 must report the value of 2011 W2s, issued in 2012, must be revised
health covera a to include value of health insurance
Provide Health Insurance to ALL Reduce temporary staffing hours to avoid
employees working 30 hours or more a penalties
week (not just permanent employees)
effective 2014
A temporary, retiree health subsidy (Early Retiree Reimbursement Program) will be available to
the County for claims beginning June 2010 for retirees age 55 or older who are not eligible for
coverage under Medicare. Reimbursement is for 80% of health claims (medical, surgical,
hospital, prescription drug and others to be defined) if they are. between $15,000 and $90,000.
• Staff is working with NCACC and CIGNA to ensure the County can take advantage of this
subsidy.
• Attachment 2
HEALTH INSURANCE OVERVIEW
•
Page
Two health. plans are contracted through the NCACC Health Insurance Trust and administered
by CIGNA: a Health Maintenance Organization (HMO) and a Preferred Provider Organization
(PPO). Because of the higher coverage level, the cost of the HMO is higher than the PPO
HMO PPO in network PPO out of network
Office Visits (Primary $15 $15 70% after deductible
Care of $500 is met
Office Visits $30 $30 70% after deductible
S ecialist of $500 is met
Emergency Room Co- $150 $150 $150; 70% after
Pay deductible if not a true
emer enc
Deductible $250-Applies to all $250--Applies to all $500--Applies to all
other services, other services, services
excludin lab work excludin lab work
Co-Insurance None 10% up to 30%, up to
$1,000/ ear $2,000/ ear
Out of Network No Yes Yes
Providers Allowed
Individual Premium,
effective Jan 1, 2011 $531.56 $509.14
Initial Renewal
Total Family
Premium, effective
Jan 1, 2011 (County $1,594.66 $1,527.44
subsidizes at same
rate for both tans
Orange County health insurance premiums have doubled between 2002 and 2010. The current
number of employees enrolled in each plan, past rate changes, and past plan changes to
employee health insurance are shown below.
•
Attachment 2
Page
•
HEALTH INSURANCE OVERVIEW
Health Plan Number Enrolled
Total Active Retirees
Employees
Open Access Plus In-Network Co-
Pay (HMO) 912 789 123
Open Access Plus Co-Pay (PPO)
125 110 15
The County currently pays 100% of the monthly premium for individual coverage for both the
HMO and PPO plans. The County also subsidizes the premium cost for the employee's
dependent coverage at 52%, based on the lower priced plan (which is the PPO plan). This
practice was established several years ago to provide affordable and thus, accessible health
insurance coverage for dependents (spouse, domestic partner, and/or children) to employees.
This is particularly attractive to lower salaried employees for whom dependent health insurance
coverage is a significant percentage of salary. Continuation of this level of subsidy maintains a
"family friendly" feature that is highly valued by the 40% of employees with dependent coverage. •
Employees with dependent coverage will see increases in their premiums this year.
For 2010, the national health care trend (percentage increase in claims costs that actuaries
expect to see in the next 12-month period) continues to increase at a rate of 10% over the
previous year; Because of lower claims experience over the last 18 months the Orange County
increase was trended to be closer to 7%. Based on this trending the FY 2010-11 budget
included a 7% increase for health insurance. The renewal negotiations with NCACC are
currently indicating that the rate for the same health insurance plans, with no plan design
changes, will result. in an overall increase of 6.5% effective January 2011. Staff is also
exploring self-insurance as an alternative to fully-insured funding for health insurance for
consideration for 2011 which may also reduce the amount of the increase as well as increase
cost containment measures.
Staff has developed several renewal options, which each enhance current employee benefits:
Renewal: The County pays the employee premium as in previous years, for both plans. Both
HMO and PPO plan designs are renewed at the same level as 2010 with these enhancements:
a) Coverage for hearing aids
b) Coverage for dependents up to age 26 regardless of student or marital status as
specified by health care reform legislation
Option 2: The benefits are the same as in the Renewal; however, the change to self-insured
funding reduces the overall cost. We are still discussing this option and present a sample •
range below.
•
Attachment 2
HEALTH INSURANCE OVERVIEW
Rate Changes
The chart below lists past increases implemented by the NCACC Health Insurance Trust:
Page
•
1
Calendar % Monthly Cost of Monthly Increase in Coverage Changes to the
Year Increase in Employee Only Employee Only Plan
total Coverage coverage over previous
premium year
rate
2010 2.5% $499.00 (HMO) $13.12 $0 generics, increase in
number of therapy visits,
Minute Clinics
2009 7.9% $485.88 (HMO) $40.82 Addition of Health Advisor
ro ram
2008 9.7% $445.06 (HMO) $39.42 Increased office visit co-pays
$10/$20 to $15/$30
2007 1.9% $405.64 $7.40
2006 16.5% $398.24 $55.47 $250 deductible added to HMO
2005 -3.6% $342.77 -$12.84
2004 13.8% $355.61 $43.17 Increase in ER co-pay ($100 to
$150
2003 25.0% $312.44 $62.50
2002 8.0% $249.94 $18.41
2001 18.9% $231.53
• Attachment 3 Page
COMPARISON OF FULLY-INSURED VS. SELF-INSURED HEALTH COVERAGE
Current Renewal Option 2 Estimated
(Fully-Insured) Range*
Self-Insured
HMO $499 $532 $490-$603
PPO $478 $509 $473-$582
INDIVIDUAL MONTHLY PREMIUM COST:
*Because the analysis for self-funding has not been completed, the table shows the range
provided by the NCACC in the 2011 renewal. Since future claims costs are unknown, the final
premiums will be determined by the risk the County is willing to take and the cost of stop loss
insurance
Orange County is currently fully-insured for health insurance. The County pays a set premium
per member based on coverage level, and those premiums cover administrative costs, medical
and prescription claims, and additional stop loss insurance. The County has no additional
• liability; however, any portion of premium not spent for claims or administrative expenses
remains with the NCACC. Away to reduce overall costs of health insurance is to change from
fully-insured to self-insured coverage, in which case we would pay only the cost of actual claims
plus an administrative fee per subscriber to a third party administrator, such as the NCACC.
With the assistance of the NCACC and benefits broker Mark III, we are exploring the cost
benefit of changing to aself-funded plan.
C,
Self-Insured Full Insured current fundin
Lower, administrative charges and generally Pay fixed premiums regardless of claims
lower costs as employer pays only the
administrative costs, claims, and stop loss
insurance for hi h claims
Better control of cash flow-claims payment is Predictable costs as premiums are tied to the
made onl when a claim is incurred. number of em to ees
Full risks of monthly claims fluctuation are All risks are borne by the NCACC
borne b the Count
Orange County continues to benefit from No change
CIGNA rovider discounts
Orange County takes advantage of the savings County receives no fiscal advantage in a year
to develop programs for our employees, not with low claims until the next year's renewal
the entire pool, resulting in reduced claims
over time. Not subject to all government
mandates as full -insured tans
Attachment 4
•
DENTAL INSURANCE OVERVIEW
Page
Over the past few years we have been systematically increasing claim reimbursements to
employees, rather than making a dramatic shift in costs. In 2009, Orange County increased
reimbursements for Diagnostic and Preventive Services. In 2010, reimbursements for Basic
Restorative Services (e.g., fillings) were increased.
The reimbursements for major restorative services (crowns), Endodontics (e.g., root canals),
Periodontics (e.g., gum disease), and extractions still lag. are reimbursed at 50%, a rate
consistent with other employers. Because of the difference between County reimbursements
and actual charges, employees pay an increasingly higher portion of charges for these services.
Staff reviewed dental claims and determined that reimbursements for Endodontics,
Periodontics, and Oral Surgery can be increased with little impact to the Dental Fund balance.
Reimbursements for Major Restorative Services can be increased by 15%.
At the end of FY 2009-10, the dental plan's fund balance was in excess of $300,000, and the
fund continues to be robust. The administrative fee of $2.25 will increase to $2.55 per member
per month (a total increase of $2,200/year) effective January 1, 2011. The fund will be able to
absorb this budgeted increase of $.23 per employee per month as well as the anticipated
increase in claims.
• Su ested Plan Changes:
gg
• Increase reimbursement for Endodontics, Periodontics, and Oral
Surgery to Delta Dental rates
• Increase Major Services by 15%
By making these two changes, the County can expect an increase of
$38,000-$45,000 in claims over a 12 month period..
•
10
• Attachment 5
FLEXIBLE SPENDING ACCOUNT OVERVIEW
Page
Employees may now contribute a maximum of $3,000 to the Medical Spending Account and up
to $5,000 to the Dependent/Child Care Spending Account each plan year.
Participation nearly doubled since 2008, due largely to the addition of a pre-paid debit card for
the Medical Spending Account in 2008.
Number of Participating Employees
Type of Account .2008 2009 2010
Child Care Spending 12 12 12
Account
Medical Spending
95 138 178
Account
Health Care Reform will impact the medical spending account when over-the-counter
medications will require a prescription effective January 1, 2011.
• As part of the agreement with Mark III, administrative costs for the Flexible Spending Accounts
will be waived, for a cost savings of approximately $10,000.
No plan design changes are suggested for 2011.
11
• Attachment 6
SUPPLEMENTAL BENEFITS OVERVIEW
•
Page
County employees have been able to purchase income protection insurance through Colonial
Life. No contract exists with Colonial Life. In 2010 we increased employee access to Colonial
representatives, and employees increased participation by enrolling in 31 additional policies for
all types of voluntary benefits. This increased participation was much lower than anticipated,
with fewer than 12% of employees enrolling in short term disability policies.
Staff suggests that. these benefits can be better communicated to employees through the use of
another vendor. We are working with Mark III to determine the best products and
communication plan to inform County employees regarding the value of supplemental benefits.
We anticipate a change in vendors so that employees will be able to enroll in identical or better
coverage at the same or lower cost effective January 2011.
Number of Supplemental Benefits Policies
Colonial Product 2009 2010
Short Term Disabilit 62 91
Cancer Insurance 16 20
Life Insurance Universal Life 4 2
Life Insurance Term Life 16 9
Accident Insurance 9 16
Critical Illness Insurance 1 1
Hos italization 2 2
Total Policies 110 141
•
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Attachment 7 Page
• LEAVE ACCRUALS OVERVIEW
Based on Hill, Chesson and Woody Survey January 2010
(supplemented by other data)
•
•
Current Vacation
OtherLeave`/Year Accruals Da s
Minimum Maximum
Accrual accrual
3 days Family Leave, 2 Personal Leave
Orange days, 14 hours Petty Leave, Civil Leave, 3
Count da s Funeral Leave 12 28.8
Cha el Hill 3 da s funeral leave 12 26
12 hours petty leave, 12 weeks of "Special
Ralei h Leave" 12 24
Hillsborou h 3 da s funeral leave 12 26
OWASA 5 da s funeral leave er event 12 27
Carrboro 5 da s funeral leave 12 26
Ca 10 24
Civil leave for jury duty, military, educational
Garner leave 10
5 days funeral leave, Floating holiday,
Durham Management Leave for exempt ees; Volunteer
Cit Leave, Parental Leave 12 26
Civil leave, administrative leave investigations,
Durham Management Leave for exempt ees, Funeral
Count leave 11 23.66
A ex Civil leave, milita leave 10 24
Holl S rin s 3 da s funeral leave 10 24
Fuquay- 4 hours parental leave; 24 hours/year for
Varina funeral leave 10 20
Wake Forest 3 da s funeral leave 12 30
Wake
Count Educational involvement 12 26
Granville Educational involvement, civil, military,
Count educational 11.25 24.75
Morrisville 12 26
24 hours Funeral Leave per death, Parental Varies by
Pinehurst Leave shift
Guilford 4 hours Parental Leave, Management Leave
Count for exem tees 12 24
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Attachment 7 Page
•
LEAVE ACCRUALS OVERVIEW
Suggested Changes:
1. Staff recommends combining petty, personal and vacation leave effective January 1, 2011
into a new category of Annual Leave. Currently, Personal and Petty leave accrue and must be
used within two different time frames. With Annual Leave, no accruals will be lost; however,
any leave exceeding 240 hours will continue to "roll" into sick leave as of January 31 each year.
2. Staff recommends leave accrue on a bi-weekly basis, during each pay period an employee
works, rather than each month when the employee is in pay status for at least one-half the
month. Accruals are currently tracked by departments on a monthly basis to ensure employees
earn leave appropriately. This will be administratively burdensome when the County transitions
to a bi-weekly timekeeping system because many pay periods overlap two months. The
County timekeeping system will be able to automatically calculate leave accruals each pay
period without any manual calculations.
3. Employees must use vacation or sick leave in increments of 30 minutes or more, Personal
Leave in increments of 2 hours or more, and Petty Leave in increments of 15 minutes or more.
Staff suggests that all minimum usages be eliminated so employees can use leave in any
increment. •
Adding 29.9 total hours a year, or 1.15 hours for 26 pay periods, to the existing vacation accrual
rates, employees will begin earning the eliminated Personal and Petty Leave along with their
current vacation leave on a bi-weekly basis. The chart below shows current and potential
accruals. (Please note that 30 hours is not equally divisible by 26 pay periods.)
There would be no change to the 240 maximum hours for annual leave for rollover to sick leave
or payout at separation.
Years of Orange
County Service Current
Accruals
Per Year New
Accruals
Per Year Per Bi-
Weekly
Pay
Period
Less than 2 96.00 125.90 4.84
2 but less than 5 115.20 145.10 5.58
5 but less than 10 144.00 173.90 6.69
10 but less than 15 172.80 202.70 7.80
15 but less than 20 201.60 231.50 8.90
20 or more 230.40 260.30 10.01
•