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HomeMy WebLinkAboutAgenda - 09-05-2013 - 7a1 ORANGE COUNTY BOARD OF COMMISSIONERS ACTION AGENDA ITEM ABSTRACT Meeting Date: September 5, 2013 Action Agenda Item No. 7 -a SUBJECT: Employee Benefits Updates and Preliminary Recommendations Regarding Calendar Year Benefits for 2014 DEPARTMENT: Human Resources ATTACHMENT(S): 1. Benefits Report 2. 2014 Renewal Option Costs Detail for Active Employees and Pre -65 Retirees 3. Health Insurance History 4. Benefits Survey Responses by Jurisdiction 5. Benefits Presentation PUBLIC HEARING: (Y /N) No INFORMATION CONTACT: Nicole Clark, Human Resources Director, 245 -2552 Diane Shepherd, Benefits Manager, 245- 2558 PURPOSE: To receive information and provide feedback to staff on employee pay and benefits for calendar year 2014. BACKGROUND: The County provides employees with a comprehensive benefits plan including County -paid health, dental and life insurance, an employee assistance program, flexible compensation plan and paid leave for permanent employees. Additionally, the County contributes to the Local Governmental Employees' Retirement System and a supplemental retirement plan. Staff provided information regarding FY 2013 -14 employee benefits at the April 11, 2013 Board work session and during the FY 2013 -14 budget process. The County conducted a Request for Proposals (RFP) process for health insurance administration and requested responses for both a fully insured and self- funded plan. Retiree health insurance was discussed at the June 19, 2013 regular meeting. The FY 2013 -14 Approved Budget includes funds for up to an 8.0% ($226,444) health insurance premium increase effective with the January 1, 2014 renewal. An overview of current benefits and proposed changes to health benefits are discussed in Attachment 1. United Healthcare has provided options for the 2014 employee health insurance benefits, including the renewal of the existing 2013 fully insured plan and a self- insured option. Attachment 2 provides cost details of current and alternate plan designs. A recommendation to consider and approve the self- insured option will be presented at the September 17, 2013 Board of County Commissioners' Regular Meeting. Additional information regarding Orange County benefits is found in Attachment 3. An overview of County benefits compared to other jurisdictions is found in Attachment 4. FINANCIAL IMPACT: Attachment 2 includes the estimated costs of the health insurance options. RECOMMENDATION(S): The Manager recommends that the Board: 1. Discuss employee insurance benefits for calendar year 2014; and 2. Provide direction to staff regarding consideration and approval of the options as presented by staff and Mark III Employee Benefits at the September 17, 2013 Board of County Commissioners' Regular Meeting. Attachment 1 BENEFITS REPORT K The County benefits package helps attract and retain employees as evidenced by comments from employees at orientations, exit interviews and surveys. Benefits are a key component of total compensation, providing approximately 40% of a permanent employee's total compensation package. Open Enrollment dates are scheduled for October 14 — October 28, 2013 with an effective date of January 1, 2014. Communications include presentations at the Employee Relations Consortium and to departments; written and email correspondence sent to employees describing the 2014 plan designs; and multiple enrollment meetings. The following pages describe recent activities and considerations for 2013. Topic Page Enrollment Highlights A -2 Health Insurance A -4 Wellness Activities 2012 -13 A -7 Supplemental Retirement Benefits A -9 Flexible Compensation Plan and Health Savings Accounts A -10 Dental Insurance A -12 Vision Benefits A -13 Other Insurance Benefits A -14 Employee Assistance Program (EAP) A -15 Proposed Timeline of Renewal and Open Enrollment Activities A -16 A -1 Plan Year Enrollment Highlights and UnitedHealthcare Activity Open Enrollment Highlights as of January 1, 2013 Health Insurance Enrollments Annual Optional Benefits New Enrollments Benefit 2011 2012 2013 Traditional Plan n/a 610 605 High Deductible Plan n/a 187 197 Total Health Plan Participation n/a 797 802 Health Savings Account (employee contribution) n/a 81 89 Waived Health Insurance 20 22 21 Annual Optional Benefits New Enrollments Benefit 2012 2013 Medical Flexible Spending Account 165 132 Dependent Care Spending Account 11 16 Community Eye Care 369 42 Accident Insurance 114 36 Critical Illness 79 23 Disability 97 18 Whole Life 55 18 owl Annual Employee Flu Shot Clinic Participants 2010 2011 2012 204 169 225 UnitedHealthcare Activities and Programs Date(s) Event 12/13/12 Town Hall Meeting 1/24/13 Health and Wellness Website Demonstration 2/12 - 2/14/13 Know Your Numbers Biometric Screenings 3/28/13 Health Care Cost Estimator 4/25/13 Demystifying Your Pharmacy Benefits 5/23/13 Fitting Fitness Into a Busy Day & Sportsplex Tour 6/27/13 Sun Protection and Skin Damage 9/26/13 Avoiding Burnout Presentation Health Assessment Participants 2012 2013 334 457 A -3 HEALTH INSURANCE Currently the County offers two fully insured health insurance plans contracted through United Healthcare. Over 75% of employees participate in the Point of Service (POS) Choice Plus plan, which is frequently referred to as a traditional plan. The second plan is a High Deductible Health Plan paired with a Health Savings Account. Both plans allow services in and out of network. A history of employees enrolled in each plan, rate changes and plan changes to the health insurance are on the following pages. Both health insurance plans provide coverage for health care services but have the most value in the event of catastrophic illness or injury. Changing health insurance companies and plan designs provided the County an opportunity to encourage healthy behaviors that can lead to lower long -term health insurance costs. United Healthcare incentive programs to improve employee health are discussed in the Wellness Section below. The 2013 plan options available are a) Point of Service Plan (POS), referred to as a traditional plan because of its co -pays, deductible and co- insurance, and b) a High Deductible Plan (HDP) which is paired with a Health Savings Account (HSA). Health Savings Accounts provide a way to pay for medical expenses during the plan year, and in the future with portable, tax - advantaged funds. The premium for the POS is more expensive than the HDP. When Orange County implemented the High Deductible Plan in 2012, the County contributed the full difference between premiums to a Health Savings Account for employees electing the lower -cost HDP. In 2013, the County maintained the 2012 contribution of $1,237.20 ($103.10 /month) to the HSA. The charts below provide additional information regarding the two plans. Each plan offers advantages and disadvantages to employees, depending on the individual or family health care needs. Comparison of 2013 Orange County Health Plans MM Traditional Plan: Point High Deductible Plan/ of Service Plan Health Savings Account Choice Plus POS Definity HSA 100% covered Yes Yes preventive care Co -Pays for Office Visits and Yes, $20 primary care No; 100% co- insurance Prescriptions and $40 specialist until the deductible is met Deductible $500 /individual, $1,500/ family, exclusive of $1,500 /individual, prescriptions and office $3,000 /family visit co -pays County contribution to Yes, in 2013 $17237.20 deductible and co- None contributed to Health insurance Savings Account Co- Insurance (after $1,000 individual, Yes, $2,000 for individual the deductible is met) $3,000 family, exclusive and family of prescriptions and MM 7 The plan funding provides the same County contribution regardless of the plan an employee selects, within each option. In 2012, the County contributed $1,237.20 to a health savings account on behalf of each employee who enrolled in the High Deductible Plan. This was a significant factor in the success of the High Deductible Plan, with over 20% of employees enrolling during the first year and a 6% increase in enrollment from 2012 to 2013. Dependent Coverage The County currently pays the cost of coverage for employees and retirees for both the HDP and POS plans. The County also subsidizes the premium cost for the employee's and pre -65 retiree's dependent coverage at 52 %, based on the lower priced plan (currently the HDP plan). Continuation of the subsidy at this level maintains a "family friendly" feature of employment with Orange County. Employee cost for dependent coverage is directly tied to the total cost of the lower- priced HDP /HSA. The more the County contributes for the individual HDP /HSA, the lower the employee cost for dependent coverage. Employees with dependents who elect the POS have significantly higher premiums, but may have lower out of pocket costs for health care services. 2014 Options The Fiscal Year 2013 -14 budget approved up to an 8% increase in health care premiums (six months of benefits). A competitive bid process was conducted for the 2014 plan year and included requests for pricing for fully insured and self- funded plans. Four insurance carriers provided responses, but only United Healthcare provided a firm response for both fully- insured and self- insured options. The renewal information presented by Mark III is based on 17 months of claims, from January 2012 to May 2013. The United Healthcare quote for renewal of the current Point of Service (POS) and High Deductible Plan with Health Savings Account (HDP) was approximately 106.4% of current premiums. The self- insured option with our current plan design would cost the same as 2013. A -5 office visit co -pays Traditional Plan: Point High Deductible Plan/ of Service Plan Health Savings Account Choice Plus POS Definity HSA Maximum Out of $1,500 individual $3,500 individual Pocket $4,500 family $4,500 family Out of network Yes Yes providers available Flexible Spending Medical FSA ($2,500 Child /dependent care FSA Account maximum) and ($5,000 maximum) child /dependent care FSA ($5,000 maximum) Health Savings Not available $3,250 maximum /individual Account 1 $6,250 maximum /family The plan funding provides the same County contribution regardless of the plan an employee selects, within each option. In 2012, the County contributed $1,237.20 to a health savings account on behalf of each employee who enrolled in the High Deductible Plan. This was a significant factor in the success of the High Deductible Plan, with over 20% of employees enrolling during the first year and a 6% increase in enrollment from 2012 to 2013. Dependent Coverage The County currently pays the cost of coverage for employees and retirees for both the HDP and POS plans. The County also subsidizes the premium cost for the employee's and pre -65 retiree's dependent coverage at 52 %, based on the lower priced plan (currently the HDP plan). Continuation of the subsidy at this level maintains a "family friendly" feature of employment with Orange County. Employee cost for dependent coverage is directly tied to the total cost of the lower- priced HDP /HSA. The more the County contributes for the individual HDP /HSA, the lower the employee cost for dependent coverage. Employees with dependents who elect the POS have significantly higher premiums, but may have lower out of pocket costs for health care services. 2014 Options The Fiscal Year 2013 -14 budget approved up to an 8% increase in health care premiums (six months of benefits). A competitive bid process was conducted for the 2014 plan year and included requests for pricing for fully insured and self- funded plans. Four insurance carriers provided responses, but only United Healthcare provided a firm response for both fully- insured and self- insured options. The renewal information presented by Mark III is based on 17 months of claims, from January 2012 to May 2013. The United Healthcare quote for renewal of the current Point of Service (POS) and High Deductible Plan with Health Savings Account (HDP) was approximately 106.4% of current premiums. The self- insured option with our current plan design would cost the same as 2013. A -5 Employees will see no change in coverage and /or network providers as a result of this bid. The self- insured option allows the County to increase its contribution to the Health Savings Account, resulting in lower employee dependent cost. An increase to the HSA would also reduce the discrepancy between the cost of the individual plans. Comparison of POS and HSA/HDP Individual Costs Staff presents options for health insurance with United Healthcare on the following pages. As a rule, whenever premiums increase, employees and retirees with dependent coverage face increased costs because they contribute to the cost of dependent care. Option 1, the renewal of the current two plans, a Point of Service Plan (POS) and a Health Savings Account/High Deductible Health Plan, is lower than the FY 2013 -14 health insurance budget. The renewal is a fully- insured plan, with the County continuing to pay premiums for each member. Health care reform now requires the inclusion of POS co -pays towards deductibles and co- insurance limits. Option 2 is a self- insured plan. The County will pay claims costs, administrative fees, and re- insurance fees. Overall, the costs associated with health care reform with self- insured plans are lower than fully- insured plans. This option also includes increased County contribution to the Health Savings Account for those who elect the High Deductible Plan. Self- Funding As a fully- insured plan, the County would continue to pay a premium for health insurance, and would bear no additional risk. If claims exceed the amount of premiums paid, United Healthcare pays the cost of those claims. If the County is self- insured, the County pays all claims as well as additional stop -loss insurance. Self- funding allows greater flexibility in addressing the specific health care needs of Orange County employees and retirees. An insurance carrier providing fully insured coverage is limited by standardized plans approved by the North Carolina Department of Insurance. The total cost for administrative fees, re- insurance (stop loss coverage) and fees associated with health care reform would be the same as 2013 premiums. Wellness programs would become an important element of cost containment with savings being transferred to the County and employees. MW Annual HDP Annual Health Annual POS Premium Premium Savings Account Difference Contribution $7,574.16 $6,121.80 $1,237.20 $215.16 $7,574.16 $6,121.80 $1,416.00 $36.36 Staff presents options for health insurance with United Healthcare on the following pages. As a rule, whenever premiums increase, employees and retirees with dependent coverage face increased costs because they contribute to the cost of dependent care. Option 1, the renewal of the current two plans, a Point of Service Plan (POS) and a Health Savings Account/High Deductible Health Plan, is lower than the FY 2013 -14 health insurance budget. The renewal is a fully- insured plan, with the County continuing to pay premiums for each member. Health care reform now requires the inclusion of POS co -pays towards deductibles and co- insurance limits. Option 2 is a self- insured plan. The County will pay claims costs, administrative fees, and re- insurance fees. Overall, the costs associated with health care reform with self- insured plans are lower than fully- insured plans. This option also includes increased County contribution to the Health Savings Account for those who elect the High Deductible Plan. Self- Funding As a fully- insured plan, the County would continue to pay a premium for health insurance, and would bear no additional risk. If claims exceed the amount of premiums paid, United Healthcare pays the cost of those claims. If the County is self- insured, the County pays all claims as well as additional stop -loss insurance. Self- funding allows greater flexibility in addressing the specific health care needs of Orange County employees and retirees. An insurance carrier providing fully insured coverage is limited by standardized plans approved by the North Carolina Department of Insurance. The total cost for administrative fees, re- insurance (stop loss coverage) and fees associated with health care reform would be the same as 2013 premiums. Wellness programs would become an important element of cost containment with savings being transferred to the County and employees. MW 9 WELLNESS ACTIVITIES 2012 -2013 Research has shown that every dollar spent on wellness activities generates at least $3 in return. Fewer sick days, increased productivity, and greater ability to deal with stress are all common results of wellness programs. A healthier workforce results in greater productivity and employee satisfaction as well as lower health insurance costs. Investing in preventive screenings for high blood pressure and cholesterol can reduce health care costs. Employees have shown their willingness to engage in healthy, or healthier, activities to keep health insurance benefits at current levels and minimize both their costs and County costs. United Healthcare funds onsite biometric screenings, employee newsletters, payroll stuffers and promotional posters. The United Healthcare SimplyEngaged® programs offer employees incentives in the form of gift cards for completing an online health assessment, and for participating in both online and telephone health counseling. Highly discounted membership rates for the Orange County SportsPlex continue to be a popular wellness benefit for employees. Currently 212 employees are members, a 2% increase over 2012's membership of 208. Below is a list of wellness activities and programs between October 2012 and August 2013. 1. Flu Clinics The Human Resources Department again partnered with the Health Department to provide two flu clinics in 2012. The immunizations are no cost to employees as part of their preventive health benefit. 225 employees were immunized at the 2012 Flu Clinics, a 41 % increase over 2011. Flu Clinics will be held in October 2013, one in Chapel Hill and one in Hillsborough. 2. Biometrics Screenings, Health Assessment and Health Coaching United Healthcare sponsored biometric screenings in February 2013, and 224 employees learned their numbers related to blood pressure, blood glucose, and cholesterol. 457 employees, retirees and their spouses /domestic partners completed the online health assessment between January 1 and July 31, 2013. Access to the health assessment will continue whether fully- funded or self- insured. After completing the health assessment, employees were able to enroll in one or more online health coaching programs related to exercise, stress, weight loss, tobacco cessation and others. 3. SportsPlex Membership Employees are reminded annually about the Orange County SportsPlex discount, and periodic postings are placed on the employee intranet home page. New employees are informed about the discount at employee orientation, and the SportsPlex rates and schedules are on the County's Wellness Web page. Representatives attend the Employee Wellness Lunch (below), assist with National Nutrition Month activities and provide occasional onsite classes. A -7 10 4. Employee Appreciation and Wellness Lunch — May 2013 Over 270 employees attended and approximately 190 participated in activities such as yoga, bean bag toss, bocce ball, disc golf, recipe sharing and others. Orange County SportsPlex representatives taught a Zumba and stretch band mini -class and United Healthcare representatives, Emergency Services, smoking cessation coaches and other health related activities were available. 775 lunches were served to employees eating in and dining out. 5. In Tune Stress Management Challenge Over 90 employees participated in a stress management challenge in June /July 2013. 6. National Nutrition Month Activities and Challenges The Health Department took the lead in arranging exercise classes and a health challenge during March 2013. 7. Nutritional Counseling The County Health Department continues to publicize its nutritional counseling and diabetes self- management program to employees. Employees can use funds from either their Health Savings Account or Medical Spending Account for these services. 8. Cubicle Crunch "Flash Mob" and Friday Dance Day Employees throughout the County completed a stretch or dance routine on a designated Friday morning in June and July. 9. Smoking Cessation Opportunities As part of the Smoke Free Orange County regulations implemented in January 2013, the Health Department arranged a number of smoking cessation opportunities. 10. Mini - Grants As part of FY 2013 -14 budget, mini - grants were available to groups of employees participating in healthy activities. Four grants have been submitted as of August 15, two for County Co -Ed Rec softball teams, and one to provide lunches at employee smoking cessation classes; and a third to encourage Department on Aging employees to become more active. ow 11 SUPPLEMENTAL RETIREMENT CONTRIBUTIONS Orange County contributes $715 per year ($27.50 per pay period) to either a 401(k) or a 457(b) Supplemental Retirement Account for each permanent employee. Employees can designate one of three Plans: Prudential 401(k), ICMA -RC 457, or Nationwide 457 for the County's contribution and may elect to make a payroll deduction up to legal limits. The $715 per employee is approximately $543,000 over twelve months. The County does not pay any Social Security /Medicare taxes on these contributions, for a payroll savings of $41,000 over twelve months. Effective July 1, 2013, the County matched employee contributions for up to an additional $1,200 per year ($50 semi - monthly). This had a significant impact on employee contributions because many employees recognized the value in doubling their investment. The chart below shows employee contributions to all supplemental retirement plans from 2010 (when the contribution was suspended) to present. Because the County does not pay Social Security or Medicare tax on the majority of these contributions, there is a savings of approximately $60,000 annually in payroll taxes. Employee contributions to the Roth 401(k), totaling $105,000 annually, are taxed at the time of the payroll deduction, and do not provide any tax savings to either the employee or the County. ow Monthly Employee Contribution to All Plans Annualized Employee Contribution to All Plans 2010 $32,203 $386,436 2011 $37,638 $451,656 2012 $38,360 $460.320 2013 $73,678 $884,136 Because the County does not pay Social Security or Medicare tax on the majority of these contributions, there is a savings of approximately $60,000 annually in payroll taxes. Employee contributions to the Roth 401(k), totaling $105,000 annually, are taxed at the time of the payroll deduction, and do not provide any tax savings to either the employee or the County. ow 12 FLEXIBLE COMPENSATION PLAN AND HEALTH SAVINGS ACCOUNTS The County provides a Section 125 Flexible Compensation Plan administered by Tucker Administrators, with a plan year from January 1 to December 31. 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 on a pre -tax basis to a separate account to be used for certain medical expenses or dependent care. Employees and the County save money because no income or Social Security taxes are deducted from contributions made to the Flexible Spending Account(s). Employees may contribute a maximum of $2,500 to the Medical Spending Account and up to $5,000 to the Dependent/Child Care Spending Account in 2013 and these amounts remain unchanged for 2014. When the High Deductible Plan /Health Savings Account began in 2012, the grace period associated with the Flexible Spending Account (medical) was discontinued to create a greater distinction between the two plans. This grace period allows employees to continue using funds that have accrued during the Plan Year, for up to two and a half months after the Plan Year ends. As part of the High Deductible Plan, employees may contribute to a Health Savings Account at either the Local Government Federal Credit Union or the State Employees' Credit Union. The federal government limits the annual amount contributed on an employee's behalf. In 2014, the maximum contributions are $3,300 (individual) or $6,550 (family). In both 2012 and 2013, the County contributed $1,237.20 for each employee participating in the High Deductible Health plan, which counted towards the maximum contributions above. By making this contribution, the County was paying approximately the same annual cost per employee, regardless of the health plan. Increasing the Health Savings Account contribution continues the philosophy of treating employees as equitably as possible, regardless of health insurance plan selected. Every $100 employees contribute to a Flexible Spending Account or Health Savings Account saves the County $7.65 in Social Security taxes. In 2013, employees' expected contributions of $290,000 to these accounts will result in approximately $22,000 tax savings for both the County and employees. A -10 13 Number of Employees Contributing to Accounts Type of Account 2008 2009 2010 2011 2012 2013 Child Care Spending 12 12 12 10 13 16 Account Medical Spending Account 95 138 178 214 170 132 Health Savings Account n/a n/a n/a n/a 83 89 A -11 14 DENTAL INSURANCE The County provides a self- 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 Delta Dental's standard reimbursement rates. Previously, the County paid claims according to a unique Orange County Table of Allowances that was often confusing to employees and their providers. Beginning in 2009 until 2012, the County gradually increased its reimbursement levels for services with the goal of matching the Delta Dental maximum payable rates. This transition has reduced employees' out of pocket dental expenses, minimized confusion and provided greater satisfaction with the dental coverage. Employee Dental Insurance is budgeted as part of departmental personnel costs. The $24.30 charge includes a monthly administrative fee of $2.80 /month per employee and a projected premium to cover claims. Employees pay the full cost of any dependent coverage. At the end of FY 2012 -13, the dental plan's fund balance was approximately $128,000. A -12 15 VISION BENEFITS The County offers employees and eligible dependents two options for vision care. As a part of their overall plan, United Healthcare members are eligible for one routine eye exam every other year. Members in the traditional Choice Plus plan are subject to a $20 co -pay. Vision services for those in the High Deductible plan are subject to the deductible and co- insurance. In addition to the coverage provided by United Healthcare, employees may purchase a separate vision plan through Community Eye Care. Employees who enroll pay a premium on a pre -tax basis. The plan includes a routine eye exam for a $20 co -pay and an $150 allowance for eyeglasses or lenses. 413 employees are currently enrolled in the Community Eye Care vision plan. There are no changes anticipated for 2014. A -13 16 OTHER INSURANCE BENEFITS The County continues to provide term life insurance for all permanent employees at no cost to the individual employee. MetLife has provided this coverage with no increase in price since 2007. The monthly rate of $.225 per $1,000 of coverage (up to $50,000) was renewed last year for a three year term ending December 31, 2014. Employees may purchase group discounted term life insurance for themselves, spouse /domestic partner and /or children. Employees may elect additional income protection paid through payroll deductions. Employees benefit from group purchasing if they wish to purchase whole life insurance, Accident Insurance, Critical Illness (including cancer), and /or Short Term Disability. In 2011, the County changed its provider from Colonial Insurance for all products to Mark III recommended providers. Participants in each of the supplemental benefits is shown below. Number of Supplemental Benefits Policies Product Current Carrier 2009 2010 2011 2012 2013 Short Term AUL (American 62 91 136 199 214 Disability United Life) Critical Continental 17 21 92 150 162 Illness /Cancer American Insurance Life Insurance Boston Mutual 4 2 53 95 101 (Whole Life) Accident Insurance Continental 9 16 45 142 181 American Total Policies 110 141 326 586 658 A change to Short Term Disability in 2013 allowed employees enrolling for the first time to have a benefit of $1,000 /month (increased from $500) of coverage without an extensive review process. There are no changes to these benefits effective January 1, 2014. A -14 17 EMPLOYEE ASSISTANCE PROGRAM (EAP) Magellan Behavioral Health provides the County's EAP for County employees and their dependents. The EAP provides confidential assessment and counseling services, 24/7 emergency services, and legal consultation. It also serves as a complement to services provided through the County Health Plan at no cost to employees or their dependents. The current contract ends December 31, 2013. The County has budgeted $15,500 for the Employee Assistance Program in Fiscal Year 2013 -14. As part of its health insurance plans, United Healthcare provides an employee assistance program, Care 24 ® as part of the premium and the administrative fee if the County is self - insured Services consist of three counseling sessions, legal and financial telephone consultations, and six hours of employee training programs. Care 24 ® services are only available to employees enrolled in the United Healthcare plans. A -15 PROPOSED TIMELINE OF RENEWAL AND OPEN ENROLLMENT ACTIVITIES Action Date Initial presentation of health insurance renewal to Commissioners September 5 Commissioners' decision regarding renewal of health insurance September 17 Employee Relations Consortium meeting (discussion of renewal) September 18 Mandatory mailing to all employees regarding health exchanges to include details of Open Enrollment September 23 Open Enrollment October 14 -28 Employee /Retiree Flu Clinics October 18 and 25 Employee Financial Health Day October 22 New 2014 benefits payroll deductions begin December 6 A -16 19 Attachment 2 Monthly Costs of Current Plans and 2014 Renewal Options 2014 Renewal (5.8 increase in premiums) Plan ype o Coverage Total Premium County Pays Employee Pays 2013 Plans Point of Service Individual $ 631.18 $ 631.18 $ - Ind /Children $ 1,022.52 $ 777.72 $ 244.80 Ind /Spouse 1 $ 1,331.80 1 $ 907.71 1 $ 424.09 Family $ 1,893.54 $ 1,143.81 $ 749.73 High Deductible Plan /Health Savings Acct. $ 103.10 Individual $ 613.25 $ 613.25 $ - Ind /Children $ 929.54 $ 777.72 $ 151.82 Ind /Spouse $ 1,179.51 $ 907.71 $ 271.80 Family $ 1,633.55 $ 1,143.81 $ 489.74 2014 Renewal (5.8 increase in premiums) Point of Service Individual $ 677.99 $ 677.99 $ - Ind /Children $ 1,098.35 $ 777.92 $ 320.43 Ind /Spouse $ 1,430.57 $ 907.94 $ 522.63 Family $ 2,033.97 $ 1,144.11 $ 889.86 High Deductible Plan /Health Savings Acct. $ 125.00 Individual $ 635.30 $ 635.30 $ - Ind /Children $ 951.68 $ 799.82 $ 151.86 Ind /Spouse $ 1,201.73 $ 929.84 $ 271.89 Family $ 1,655.90 $ 1,166.01 $ 489.89 Option 1 Self Insured (no increase in costs) Point of Service Individual $ 631.18 $ 631.18 $ - Ind /Children $ 1,022.52 $ 777.72 $ 244.80 Ind /Spouse $ 1,331.80 $ 907.71 $ 424.09 Family $ 1,893.54 $ 1,143.81 $ 749.73 High Deductible Plan /Health Savings Acct. $103.10 Individual $613.25 $ 613.25 $ - Ind /Children $929.54 $ 777.72 $ 151.82 Ind /Spouse $1,179.51 $ 907.71 $ 271.80 Family $1,633.55 $ 1,143.81 $ 489.74 Option 2 Self Insured (increased contribution to Health Savings Account Point of Service Individual $ 631.18 $ 631.18 $ - Ind /Children $ 1,022.52 $ 799.62 $ 222.90 Ind /Spouse $ 1,331.80 $ 922.61 $ 409.19 Family $ 1,893.54 $ 1,158.71 $ 734.83 High Deductible Plan /Health Savings Acct. $118.00 Individual $628.15 $ 628.15 $ - Ind /Children $944.44 792.62 $ 151.82 Ind /Spouse $1,194.41 $ 922.61 $ 271.80 Family $1,648.45 $ 1,158.71 $ 489.74 20 Summary of Health Insurance Participation and Plan Changes 2008 -2013 Attachment 3 As of August 2013 Plan Year Plan Design Changes % Increase in Total Premium Membership # Covered 2013 Enhanced Point of Service plan by reducing prescription co -pays and included lab work and minor surgery in office visit co -pay 8.51% budgeted Active POS 617 Active HDP 195 Retiree POS 139 Retiree HDP 4 Post -65 170 Total 1,125 2012 New carrier: UnitedHealthcare, and two new plans, High Deductible Plan /Health Savings Account and Point of Service. Increased costs including higher deductibles and co- insurance /co- payments. $2500 allowance for hearing aids, increased therapy visits. 8.64% Active POS 612 Active HDP 188 Retiree POS 125 Retiree HDP 7 Post -65 147 Total 1,079 2011 $1000 allowance for hearing aids Mental health visits covered at 100% Opened dependent status to all children up to age 26 6.50% Active HMO 693 Active PPO 112 Retiree HMO 127 Retiree PPO 15 Post -65 129 Total 1,076 2010 Provided $0 generics Increased Physical Therapy visits by 50% Added 100% covered visits to Convenience Care Clinics Removed student status criteria for children over 19 2.50% Active HMO 730 Active PPO 102 Retiree HMO 121 Retiree PPO 13 Post -65 109 Total 1,075 2009 Added Health Advisor program Right- priced" premiums based on claims & co- insurance so HMO became more costly plan 7.90% Active HMO 743 Active PPO 80 Retiree HMO 94 Retiree PPO 11 Post -65 92 Total 1,020 2008 Increased Office Visit co -pays from $10/$20 to $15/$30 Added Employee /Child tier 9.70% Active HMO 752 Active PPO 46 Retiree HMO 75 Retiree PPO 13 Post -65 unavailable Total 886 Summary of Benefits Provided by Other Jurisdictions Attachment 4 21 Orange County Cxmboro Gary Hillsborough Mebane OWASA Alamance County Chatham County Durham County Durham City Penton County Guilford County 5% of premium (PPO) 100% of Core Level Percent paid for 100% for both POS and $0 HOP Coverage IF employee 94% (Core Level Employe Coverage e High Deductible Plan 100% 95% HOP is only plan 100% 100% 100% 100% gets Health Risk Coverage) 100% POS Plan 93% available to employees Assessment - if not, Co. hired after 7/1/12 pays 95% of Basic Level Percent paid for 52% of amount after 50% towards dependent 50% of the cost towards 72% (Core Level 53% after individual Family Coverage individual premium is coverage 50% 0% 0 50% 0% t'i^ ^e dependent coverage Coverage) premium is paid 0 $201$40 FOS) Co- Core- $20/$40 20% in-network co- $15/$25 (in-network); Basic - $25/$50 Core - Primary/Specialist Copay insurance (HDP) $10/$20 Basic – $25/$50 $20/$30 (PPO) $15/$25 $10/$20 insurance 70% after deductible $20/40 Premium- $20/$40 $20/$40 $20/$35 (Out -of- network) $15/$30 Urgent Care $20 (Core), Urgent Care Copay Urgent Care/ER Copay $30/$150 $20/$150 $25 (Basic) ER $150 $100 $15/$100 $20/$150 20% in- network co- $25/$150 (In- network same as office visit $20/$300 40% after deductible $35/$75 first visit, $450 ce nd Out-cf- network) copays above -All plans subsequent visits have a $150 ER copay Medical Insurance Plan Deductible $5001$1000 (POS) $400/$800 (PPO) $3001$400 ind. $150/$300 ("network); Basic-$1000 Core­$500 (Individual/Family) $15001$3000 (HDP) $5001$1000 no deductibles $2400/$4,800 (HDP) $300/$600 $500/$1,000 $6001$900 family $50001$1000 (Out-of- - $250 premium -$250 $750/$1,500 $1000/$2000 POS $200 in network network) Plan Coinsurance 80% (POS) 90% for hospital 90% for hospital 100% 20% in- network ce- work); $6000 $9 network); Basio -80% Core -80 % $2,000/$4,000 $2,000/$4,000 90% (individual/Family) 80% (HDP) services 85% PPO services insurance (Out-of-network) - network) premium -90% 80% (Core), 70% (Basic) 80% HDP HSA or HRA contribution $1237.20 max Basic Only: $400 to flex $1,430 max None None None account Max out -of- pocket $1,500/$4,500 (POS) Basio-- $2,500/$5,000 $1,500/$3000 (PPO) Basio-$3000/$6000 (Individual /Family) $3,500/$5,000 (HDP) $1000/$2000 Core--$4,000/$8,000 $4,000/$8,000 (HDP) $1,0001$2,000 $ 500 1$1, 000 $ 2000 /$4000 $2000/$6000 Core- $2000/$4000 $2,75045,500 $3000/$6000 $2,000/$4,000 Premium - $1000/$2000 Rx Co -pay $41$251$45 (POS) $10/$25/$40 w25% $51$201$40 (POS) Mail Order: $0 copay for generics for (Generic/Preferred Brand/ 80 % after deductible coinsurance specialty 80% after deductible $ $101$251$401$75 10 %20 %/30% $101$301$45/75% all plans Basic-$30 /50 $01$301$45 $10/$45/$6025% $7/$35/$50/$65 Brandt Non-Preferred Brand/ Specialty) (HDP) a of$1 mods for a max of $100 Core – $0/$25/$50/$0 (HDP) il:$50/$115 Retail: $51$201$40 Core$251$50 Premium- (Nexium) Basi- $O/$30/$50/$O $201$35 Same coverage options Hired before 7/12006: Same coverage options as active employees- 100% of premium for Discontinued eligibility Requires 10 years of Continuation of medical does not extend to employees retiring with r con for future total service priors is Same benefits for benefits for City dependents. OWASA's 20 or more yrs. of s eff. /l /09 to new hires eft. 7/1/12 or 20 years retirees. Must have 15 employees who have premium contribution is Same coverage options Same coverage options service. Hired 7 /12006 eas o, but still have retirees on continuous service yrs of svc to be eligible completed 15 years of based on years of If hired before 7/1 /05, as active employees- or thereafter 100% of the plan. hired after 7/1/12 1 for 50% subsidy towards service with the City, service and age at time 100% paid coverage. does not extend to premium for employees Same coverage as for 100% coverage. Same coverage as premiums. Amt have retired directly from of retirement. Requires 10 years of dependents; premium retiring with 30 or more alive employees County pay $50% after 20 Set up retirement health Retiree Medical Coverage (Pre -65) May be eligible for 50% alive employees of sub of subsidy goes up 5% None City service with 10 years of service at total service on or after contribution is based on yrs. of service. The 10 -15 Yrs 50% Subsidy years, 75% after 25 years, savings plan for new coverage if disabled or for each addt'I year. At eligibility for immediate age 60 = 50% 7/1/05 @ 50 %cost of years of service and age retiree pays 100% of 15 -20 Yrs 75% Subsidy and 100% after 30 years employees; no other aver 65 at retirement 25 yrs, revs 100% retirement benefits, and 15 years of service at coverage, 15 years at time of retirement dependent cost. 20 + yrs = 100% Subsidy retiree health benefits with 5 or 10 years of subsidy towards indiv el elect to receive age 60 = 75% service ic 7@ 1 Retirees must complete service premium immediate payment of 20 years of service at 0 years service @ 100 %. HRA to get Co. All County retiree health as alive employees. benefits under the plan. age 60 or 30 years of contribution of 100 %- contributions were held Same premiums service at any cost of Core premium; flat moving forward. age =100% otherwise Co. pays 95% of Basic option. Part D and Plan J 100% of Medicare Part Employer Contribution 100% paid coverage in 100% of Medicare Part D and Plan F Requires Post-65 are enrolled in based on years of servi Medicare Advantage D and Plan F cost if Medicare supplement for 10 years of total service Medicare Part D and ce and age at the time of Plan If hired before hired before 7/12006 employees with at least prior to 7/1/12 or 20 Medicare supplement rMiremeMlO years of 7/1/05. Requires 10 Refer to our plan's (Blue with 20 or more yrs. of years service. City pays Retiree Medical Covens Post -65 Coverage ( ) Years continuous Service Medicare Supplement coverage. Subsidy li is None Medicare Supplement Service at age 60 = 50% years of total Service on Crass Blue Shield Service. 100 %of $93 -$109 per month None Same benefits a5 if hired on or after 7 /1/12 plan the same and i5 applied plan 15 years of service at or after 7 /1/05 @ 50% la NC) Supplemental plant ) su Medicare Part D and based upon age of Pre65 retirees for 100% coverage. to the cost of age 60 = 75% cost of coverage, 15 through broker Plan F cost if hired retiree Eligible for 50% Supplement Voice 20 years of service at years service @ 75 %, 7/12006 or thereafter coverage if disabled or age 60 or 30 years of 20 years service @ with 30 or more yrs. of age 65 at retirement. service at any 100 %. service. age =100% Summary of Benefits Provided by Other Jurisdictions 22 Orange County C-boro Cary Hillsborough Mebane OWASA Alamance County Chatham County Durham County Durham City Person County Guilford County Vision is included for 100% employer paid for emps in cost of health 100% employee paid EVERVOne in employee's family. $10 Employee may enroll in coverage. Administered Vision Service Plan, $10 Community Eye Care In -house w/ Superior Vision. Eye exam screening i5 copay for annual exam, Community Eye Care Covered under medical by Superior Vision; $0 co-pay for annual exam plan, $20 co-pay for Reimbursement $10 co -pay office visit; $10 covered at 100% in- $150 allowance for vision plan i5 part of Vision plan, $20 co-pay for insurance plan, $0 co-pay for exams; $15 8 20 %di5counl for office visit; $150 Program available to $10 co-pay network (not covered out contacts/fitting, $130 medical plan. Covers eye Yes, voluntary office visit; $150 copay for exam; co -pay for materials or glasses, 15 %off contact allowance for lenses, employees and glasses/contacts, $100 of- network); lens and frames allowance with exam and up to $150 for allowance for lenses, hardware not covered contact lens filling; $150 lens fitting 8 evaluation frames dependents up to $405 allowance frames bi- frame reimbursement is lens at $0amell hardware frames allowance, for frames; exam per fiscal year yearly $50 per benefit period employee. Frames /lens $200 allowance for or contacts can be contacts obtained every year. Diagnostic and Employer s 100% pays preventative 100%; premium for employee's Basic care 80% after dental reimbursement Diagnostic 8 Preventive: Diagnostic 8 Preventive: Diagnostic 8 Preventive: Diagnostic 8 Preventive: Diagnostic 8 Preventive: Diagnostic 8 Preventive: deductible; Major care plan reach member has County pays 100 % of t00 %' Basic 1ajor 80i Ba 100 %, Basic 100 %, Restorative: 100 %, Basic 100 %, Basic 50% after deductible; $1500 benefit that can dental for employees. Max Restorative: 85%, Major 80 Major Services; 80% Restorative: 80%, Major 80%, Major Restorative: Restorative: 80%, Major Restorative: 85%, Major Benefit period deducible be used to purchase benefit $750 with a $250 Dental Insurance Restorative 8 orthodontic svcs, no age Restorative8 50% Co -pay of Restorative: 50% Restorative: 50% $50 for individual and ANY service/product carry over for keeping Yes Orthodontia: 50% maximum; $2000 Orthodontia: 50% $50, Maximum Deductible of $50, Co -pay of $25, $150 for family; from dentist /orthodontist claims under $500 per Cmum of annual io $4000 Co-pay of $50 $ 1000 /year Maximum $1000/year Maximum $1500/year Combined benefit period 1st $400 in charges pd. year. Maximum carry aver 00/ Maximum $1200/year lifetime max for ortho max maximum $1000; at 100 %, remainder paid is $1000. Orthodontic care 50 %' at 80% until $1500 Lifetime orthodontic benefit is used maximum $1000 Employee can contribute at any time and any $27.50 too a 5% employer amount. Employer supplemental retirement contribution into ether contributions are 4 -9 5% employer plan of employee's NC401(k) Or ING 401(x) years of service $40 per 4.5% for regular 4.5% (Regular contribution; has been Supplemental Retirement (401 K, 457 plans) choice. County matches 3%/5% for LEO option. Employee 5% of salary pay period, 10-14 years None employees; 5% for law 5 %employer Employees) 5% proposed for b up 00 a$ additional choice Of plan except for of service $60 per pay enforcement contribution (Police and Fire) flat change from flat $1200 ($50 x 24 pay Police who must rcv period, 15-19 years of contribution 10 match for periods) eff. 711113. contribution in 401(k) service $80 per pay all non -sworn employees period, 20+ years of service $100 per pay period 5% employer contribution Employees hired after 10-14 years of service 7/1/12 not eligible until 5 1.5% of salary, 15-19 years. 5 yrs but <10 1% For employees hired 0.5 rs 1% of gross y g years of service 2.25% annual salary; 10 yrs but $100 per year of service Starts at 10 years, 1.5% Slams at 5 years - flat before 7/1/2009, based 6 -10 yrs 2 % of salary, 2424 years et After 5 yrs - 2.5%; After <15 2 % annual salary; l5 to max of $3000; Longevity of salary and increases dollar amount increases Na on years of service - -1 % 11 -15 yrs 3% service 3.25% of salary, 10 yrs - 4 %; After 15 yrs None Unfunded for FY1314 None yrs but <20 3.25 %annual discontinued for new to 4.5 % at 25 years as years of service (3 years) to 5% (20 16-20 yrs 4% 25+ years of Service 5% - 5%; After 20 yrs - 6% salarynu yrs but <25 employees hired on or increase years) 20 + yrs 5% of salary Longevity 4.5% annual salary;25 yrs after 7 /12011 benefit will end July 1, or more eannual 2013 salary- al I longevity paid out in the month of November Pay for Performance Pay for Performance - Employeas achieving a plan. are 3.25% for Meets None, non -base salary proficient rating receive budgeted for 3 % per d for Information not available Expectations rating, effective 7/1/13 2% for 2% is in proposed 2014 Merit Increase award of $50041000 $500 lump sum; those amp, however, can 1 -4% None None 4.25% for Exceed None achieves standards and budget at the time. available with superior rating received up to 5%. Merit Expectations rating ($0 3% for exceeds standards receive $1000 based awards for Needs Improvement rating) Cost of Living Adjustment/ Date 2% eff. July 1, 2013 Na 3% None recommended 5% 3% comparative Noce None None None Jul 1, 2013 w/ Board a July 1, 2013 advantage adjustment $2,500/fiscal year (if With prior approval, Up to $500 per fiscal Up to $600 per fiscal Tuition up to $1,220 per fiscal funded funding First reimbursement for year, with prior approval, $400 year tuition, books, year, subject Assistance Up to $600Miscel year year dependent upon annual a Afterwards 50% Afterwartls 50% Up to $1,OOOMiscel year tuition and books for job and reimburses for fees for job related Up to $800 per fiscal year y of budgeted availability g Budget adoption) related training upon tuition and books forjob classes funds d Up to $300/fiscal year completion. related education Petty /Personal Leave None 14 Hours Per Year Na 8 Inns per yr 8 Hours Per Year None 14 hours per year None None None None Hrs) <2yrs= 10days; 2- 0.4 years = 3.7 hrs/ pay 5 - <10 yrs = 15 Days <5= 12days; 5- <10 =15 period (12 days); 37.5 hr. wk. <2 (120 Has) Annual Leave Accrual at days; 10. <15 =18 days; 5-9 years= 4.62 hrs/pay 0.5 years = 10 days/yr; yrs =11.87 days per yr. , 10 - <15 yrs = 18 Days hire is 4.84 hours per Annual leave accrual 15- <20 =21 days; Annual leave begins at period (15 days); 10.14 6 -10 years= 13 days/yr, 40 hr. wk. <2 yrs. _ 12 days (1 -3 years), 12/yr up to 5 years; 15 (144 Has) Vacation Leave pay period starts at 12 days/yr and 120 =24 days. More Accrues at rate of 12- 10 daysyr and increase years = 5.54 hrs/pay 11 -15 years = 16 11.75 days per yr., 42 15 days (49 years), after 5 years, 18 after 10 15 - <20 yrs = 21 Days /Annual increases hrsyear) and increases 10.01 hrs /pay increases with years of than 240 hours rolls into 26.7 days per year by 2 days after 2yrs, 10 15 8 period (18 days; 15 6.47 daysyr, 16 21 12 -25 days/year hr. wk. <2 yrs. = 11.67 days 18 days (10.15 years), years, 20 after 15 years, (168 Has) to period sernce sick accrual at the end 5yrs, yrs, yrs, -19 years = -20 years = per yr. (8.4 21 days (16-20 years), 21 after 20 years 20+ yrs = 24 Days (192 (260.3/yr) at 20 years of each fiscal year. 20 yrs. hrs/pay period (21 daystyr, hrs.day), 42 hr. wk. 24 days (21+ years) Hrs) service Vacation payout of 240 days); 21+ years = 25 days/yr <2 yrs. = 8.17 days per or less upon separation 20+ years = 8.31 yr. (12 hrs. /day) Hours over 240 rolls to with two weak notice h./pay period (27 days) sick. Pay out for leave on books at separation Summary of Benefits Provided by Other Jurisdictions 23 Orange County Cambone Cery Hillsborough Mebane OWASA Alamance County Chatham County Durham County Durham City Person County Guilford County Effective 1/29/11 37.5 hr. wk., 40 hr. wk. Sick Leave 3.7 hours/pay period (12 12 days/yr 3.7 hours per pay period 12 days 12 daysyr 3.7 hrs /pay period 12 days/yr 12 days year and 42 hr. wk. 3.692 hours/2 -week pay Yes, 12 days per year Yes, 12 days per year days/year) (12 days per year) employees all earn a period total of 12 days per year 11 or 12 depending on 11 -12 (follows state 11 most Years; 12 in years 11 most Years; 12 in # of Holidays 11 11 how holiday falls wAn 11 12 11 schedule) 12 12 or 13 11 that Christmas falls mid- years that Christmas the calendar week falls mid -week Healthcare ($2500 max) Medical - $2500 Healthcare ($2,500) and Health ($2500) and Healthcare ($2,500) and dependent care Health ($2500) and Healthcare ($2500 max) Healthcare ($2500 max) Healthcare ($2500 max) and dependent care Dependent Care - $5000 Health ) and Medical and Dependent Flexible Spending Plans dependent care ($5,000) Dependent Care ($5000) - voluntary contributions contributions s 12 Nov Dependent Care ($5000) and dependent care and dependent care and dependent care ($5000 max) Parking & Parking - Monthly up Dependent Care ($5000) t Care Care FSA Plan only ($5000 max) ($5000 max) ($5000 max) Transportation up to to $240 per month Basic Town provided $15,000 basic benefit - policy of 1X salary to Employees may max of $250,000. Emp purchase additional up may purchase up to 1X Salary, up to $50,000 to $75,000- Dependent $200k additional 1X Salary, up to $70,000 1x salary life and AD & 1X Salary paid by City $10 k provided by Employee may purchase cove rage available at guaranteed issue w!n 1x salary up to $50,000. Employee may purchase $10,000 policy provided D paid by County. $10 k provided by county; county; employee can additional up to $200k $5000 per dependent. 30 days of hire. $1,500 Employees may for general 2X Salary, up to additional up to $150k with option purchase Employee may purchase Voluntary amounts to employee can purchase purchase 4X gross Life Insurance max. Voluntary New offering effective basic dependent policy. purchase additional employee, employee, $50K for $100,000 max. Voluntary o additional coverage for additional up to $300k additional 2X salary. ry up to 100K. Voluntary 30to comp (300k max). spopurchas life may be -iV 7/1/11 Voluntary Emp may purchase up coverage for theselves dept. head spopurchas life may be employee and max. Voluntary spouse/dep life may be Voluntary spouse/dep purchased also. i Whole Life Insurance to $50k addMl spouse and dependents purchased also. dependents spouse/dep life maybe Voluntary $5k available purchased also. life may be purchased offered through coverage Win 30 days of purchased also. for spouses /children also. Municipal Benefits hire. May also purchase (NCLM) one of four offered dependent child policies w!n 30 days of hire Town provided annual benefit -# of wks dependent on yrs of svc. <12mths =6wks; 12- 23mths=8wks; 24- City Provides up to six 35mths= l2wks; 36- weeks paid leave every Voluntary Plan. 70% of $250 month paid for up 47mths= l6wks; 48- Voluntary Plan. 60% of Voluntary plan up with 2 years. Leave does not compensation up to to 2 years - Employees 59mths= 20wks; Up to 26 weeks disability Town provided pays up compensation up to weekly benefits in $100 roll over if unused. Voluntary Plan offered Short Term Disability $2000. 7 d elimination ay m ay purchase additional 60+ pay available after to 60% for up to 26 Not offered by OWASA - $6000. 14 day Voluntary increments from $100 to Voluntary with no employer period and benefits paid coverage for a max of Beet t pays 50% pays 50% of probationary period, weeks. 7 urination Supplemental Only elimination up benefit Voluntary contribution up to 1 year. $2000 /month. regular salary. Must paid by Town. Period. period. id benefits Paid to 3 to 3 amt. ca not ex amt. cannot exceed 66 66 through available through exhaust all avail Sick months. . and 2/3 of Salary colonial. 60% of leave before elig for compensation up to benefit + 7 day waiting $3,000 up to 6 months period for illness /no waiting period for injury after exhaustion of sick leave G' 1 <2! I /) �b 70 ATTACHMENT5 HEALTH INSURANCE UPDATE 2013 Plan Highlights /Bid Update /2014 Plan Year Recommendations September 5, 2013 25 2013 Summary Second year with United Healthcare 2013 Plan design changes addressed concerns from 2012 Employee Survey No significant complaints Increased employee educational opportunities Request for Proposals for fully insured and self- funded for i�lTiL! LREMIL 3 Health Insurance Enrollment Comparison -V 0 M Traditional Plan High Deductible Plan Total Participation Employee Health Savings Account Waived Health Insurance 610 605 187 197 797 802 81 89 22 21 4 Optional Benefits New Enrollment Comparison Medical Flexible Spending Account 165 132 Dependent Flexible Spending Account 11 16 Community Eye Care 369 42 Accident Insurance 114 36 Critical Illness 79 23 Disability 97 18 Whole Life 55 18 0 M 28 Benefits Activities and Programs Flu Clinics Biometrics Screenings, Health Assessment, Coaching SportsPlex Membership Employee Appreciation and Wellness Lunch Smoking Cessation Opportunities Mini Grants Monthly Programs: UHC Website Demonstration (January) Know Your Numbers (February) Health Care Cost Estimator (March) National Nutrition Month (March) Employee Appreciation and Wellness Lunch (May) In Tune Stress Management Challenge (June) Sun Safety Awareness (June) Cubicle Crunch "Flash Mob" (June) National Dance Day (July) 29 Proposed Timeline for Renewal and Open Enrollment Activities September 5th: Initial presentation of the health insurance renewal to the Commissioners September 17th: Commissioners' decision regarding renewal of health insurance September 18th: Discuss September 17th meeting outcome with the Employee Relations Consortium September 23rd: Mandatory mailing to all employees regarding health exchanges and open enrollment October 14th-25th: Open enrollment December 6th: 2014 benefits payroll deductions begin W % rtfj Cat° Medical Plan Update Bid Update and Recommendation Ma r-k- III A-31 Experience With over 130 public sector customers and 30 years of experience, Mark III implements and manages the programs for the long haul. We design the right solutions for your organization and your employees, which are best in class. Mark III Customers 32 North Carolina Government Medical Plan customers include: Mark III Customers Funding Mark III Customers Funding Mark III Customers Funding Alleghany County Insured Cleveland County Self- funded Lincoln County Self- funded Bertie Martin Jail Insured Columbus County Insured Martin County Insured Brunswick County* Self- funded Cumberland County Self- funded Moore County Self- funded Burke County Self- funded Dare County Self- funded Onslow County Self- funded Burke Catawba Jail Insured Duplin County Self- funded Orange County Insured Cabarrus County* Self- funded Edgecombe County Self- funded Polk County Self- funded Cabarrus Water & Sewer Insured Forsyth County* Self- funded Randolph County Self- funded Caswell County Insured Gaston County Self- funded Robeson County Self- funded City of Monroe Self- funded Halifax County Self- funded Rowan County Self- funded City of Rocky Mount Self- funded Henderson County Self- funded Town of Smithfield Insured City of Sanford Self- funded Hertford County Insured Transylvania County Self- funded City of Shelby Insured Iredell County Self- funded Wilkes County Self- funded City of Washington Insured Lee County Insured Yancey County Insured 30 Counties 6 Cities /Towns * Transitioned from fully- insured to self- funded 0 W IF Medical Plan RFP Responses Below is the list of payors that received the RFP: Aetna : WIR0 CIGNA First Carolina Care — Declined to Quote MedCost — Declined to Quote Municipal Insurance Trust — Self- funded Only United Healthcare Wel I Path — No Quote Of the quotes that we received, only UHC is firm The earliest that we will have firm quotes from the respondents is September 2013 The increase represents a 6.35% increase or $641,000. Current Plans United Healthcare Renewal: Option 1: United Healthcare: Same plan but all copays counting towards total out of pocket per Healthcare Reform Legislation POS: SSE -P -MS 2012 HSA: C3Z -PM 2012 POS: BBI -M 2013 HSA: FBQ -M 2013 In- Network In- Network In- Network In- Network Primary Care Physician Visits $20 80% after Ded. $20 80% after Ded. Specialist Physician Visits $40 80% after Ded. $40 80% after Ded. Preventive Care 100% 100% 100% 100% Deductible 1 $500 $1,500 $500 $1,500 Deductible - Family Maximum $1,500 $3,000 $1,500 $3,000 Coinsurance Limit $1,000 $2,000 $1,000 $2,000 Coinsurance Limit - Family Max $3,000 $2,000 $3,000 $2,000 In- patient Hospital Services 80% after Ded. 80% after Ded. 80% after Ded. 80% after Ded. Out - patient Hospital Services 80% after Ded. 80% after Ded. 80% after Ded. 80% after Ded. Emergency Room $150 80% after Ded. $150 80% after Ded. Pharmacy $4/$25/$45 80% after Ded. $4$25/$45 80% after Ded. Lifetime Maximum Unlimited Unlimited Unlimited Unlimited Rates Subs Monthly Premium Subs Monthly Premium Monthly Premium Monthly Premium Employee Only 517 $631.18 $326,320.06 116 $510.15 $59,177.40 $677.99 $350,520.83 $510.30 $59,194.80 Employee and Spouse 66 $1,331.80 $87,898.80 16 $1,076.41 $17,222.56 $1,430.57 $94,417.62 $1,076.73 $17,227.68 Employee and Children 162 $1,022.52 $165,648.24 46 $826.44 $38,016.24 $1,098.35 $177,932.70 $826.68 $38,027.28 Employee and Family 41 $1,893.54 $77,635.14 31 $1,530.45 $47,443.95 $2,033.97 $83,392.77 $1,530.90 $47,457.90 Monthly Cost 786 $657,502.24 209 $161,860.15 $706,263.92 $161,907.66 HSA Contribution $1,237.20 $258,574.80 HSA Contribution $1,500 $313,500.00 Annual $7,890,026.88 $2,200,896.60 $8,475,167.04 $2,256,391.92 Total $10,090,923.48 107.42% $10,731,558.96 102.52% Increase over current 106.35% Firm Firm The increase represents a 6.35% increase or $641,000. Orange County Government Subscribers Premium Total Claims Loss Ratio Net Claims HSA June-12 947 $735,005.35 $430,666.60 58.59% $430,666.60 $20,207.60 July-12 995 $762,928.61 $499,640.83 65.49% $499,640.83 $21,135.50 August -12 990 $760,191.09 $586,067.78 77.09% $586,067.78 $21,341.70 September -12 984 $754,703.39 $597,897.17 79.22% $597,897.17 $21,341.70 October -12 987 $753,274.33 $554,237.84 73.58% $554,237.84 $21,444.80 November -12 994 $758,491.00 $561,559.75 74.04% $561,559.75 $22,372.70 December -12 994 $755,867.34 $609,873.76 80.69% $609,873.76 $22,682.00 January-13 1,005 $820,823.13 $614,054.44 74.81% $614,054.44 $21,857.20 February -13 994 $818,221.00 $685,672.00 83.80% $685,672.00 $21,547.90 March -13 991 $815,966.65 $765,244.19 93.78% $765,244.19 $21,651.00 April-13 988 $814,079.35 $620,474.22 76.22% $620,474.22 $21,238.60 May -13 994 $813,672.00 $668,568.00 82.17% $668,568.00 $21,341.70 Total 1 11,863 $9,363,223.24 $7,193,956.59 76.83% $7,193,956.59 $258,162.40 Self- funded Calculation Current PPO Plan Design 2014 Renewal Claims - Without Benefit Change $7,193,957 Trend 2014 - 8% -19 Months 112.67% Trended 2014 Claims $8,105,431 Administration $1,567,577 PPACA - Fee for Comparative Effectiveness Research Agency $1,649.00 PPACA - Transitional Reinsurance Fee - 2014 - 2016 $103,887.00 PPACA - Health Insurance Industry Fee $0.00 HSA Cost - $1,416 $293,112.00 Total Cost $10,071,656 Current Contribution $10,065,433 Percentage Change over 2014 100.06% If the County transitions to a self- funded arrangement, no increase in funding is required. 6 Current Carrier Renewal: Option 1 Current POS Current HSA Current POS Current HSA In- Network In- Network In- Network In- Network Primary Care Physician Visits $20 Deduct /20% $20 Deduct /20% Specialist Physician Visits $40 Deduct /20% $40 Deduct /20% Preventive Care 100% 100% 100% 100% Deductible $500 $1,500 $500 $1,500 Deductible - Family Maximum $1,500 $3,000 $1,500 $3,000 Out of Pocket Limit (includes deductible) $1,500 $3,500 $1,500 $3,500 Out of Pocket Limit - Family Max $4,500 $5,000 $4,500 $5,000 Radiology Deduct /20% Deduct /20% Deduct /20% Deduct /20% Minor Surgery in Office Office Copay Deduct /20% Office Copay Deduct /20% Hospital Services Deduct /20% Deduct /20% Deduct /20% Deduct /20% Urgent Care $50 Deduct /20% $50 Deduct /20% Emergency Room $150 Deduct /20% $150 Deduct /20% Pharmacy $4/$25/$45 Deduct /20% $4/$25/$45 Deduct /20% Vision Hardware Not covered Not covered Not covered Not covered HSA $1,237.20 $1,237.20 Lifetime Maximum Unlimited Unlimited Unlimited Unlimited Plan Administration Fee $38.35 Network Access Fee $0.00 Vision Administration $0.00 Specific Stop -loss $88.80 Aggregate Stop -loss $4.99 Total Administration Fees (A) $132.14 Expected Monthly Paid Claims /EE /Month $609.14 Expected Monthly Cost /EE /Month $741.28 Claims Margin /ee /mth $121.83 Maximum Claim Liability (B) $730.97 Total Liability (A+ B) $863.11 Employees 995 Estimated Monthly Cost $737,573.60 Estimated Annual HSA - $1,416 $293,112.00 Estimated Annual Cost $8,850,883.20 Estimated Annual With HSA $10,090,923.48 $9,143,995.20 90.62% Maximum Monthly Cost Without HSA $858,792.46 Maximum Annual Cost $10,305,509.52 Estimated Annual HSA - $1,416 $293,112.00 Maximum Annual with HSA $10,090,923.48 $10,598,621.52 Difference 1 105.0% 6 Self Funding Components of aSelf- funded Contract Hire an administrator to pay claims Purchase insurance for large claims (Stop -loss Insurance) Hire a network (doctors /medical specialists /hospitals) Plus Claims Reserves SELF FUNDING FORMULA: Rates = Administrator +Claims +Stop Loss +Reserves ■ Pros of aSelf- funded Contract Greater Plan Flexibility Pricing /premium structure established by the organization Overall lower costs over time Tax avoidance — State and Federal Ability to establish a reserve for the plan Easier framework to structure wellness strategies Self Funding Cons of a Self- funded Contract If claims come in higher than expected, the organization is responsible for funding the high claims (Reserve is established for this purpose) Plan subgroups (ABC Board and Community Home Trust) are responsible for paying their own claims t Pros of a Fully Insured Contract Total cost is fixed Cons of a Fully Insured Contract Plan Flexibility is reduced because of carrier filings with the State Department of Insurance Pricing is set by the Carrier Higher Cost over time Tax —State and Federal Wellness strategies are harder to implement, because cost is in addition to premium paid Recommendation: Transition to a self- funded contract with United Healthcare Includes increasing the County's Health Savings Account contribution from $103.10 to $118 per pay period The County will purchase stop -loss insurance to protect against catastrophic claims Aself- funded plan will provide greater flexibility for wellness strategies Lower long term cost by avoiding Health Care Reform and State Premium taxes ($440,000) 43 Afark III ��plo ro. e e is