HomeMy WebLinkAboutMinutes - Health Care Benefits Trust Board - 12/5/2023MINUTES
HEALTH CARE BENEFITS TRUST
REGULAR SESSION
December 5, 2023
KACHINA CONFERENCE ROOM
11000 N. LA CAÑADA DRIVE
REGULAR SESSION AT OR AFTER 10:00 AM
CALL TO ORDER
The meeting was called to order at 10:00 a.m.
ROLL CALL
Present: Frank Trembulak, Chair
Dave Gephart, Vice Chair
Harry Greene, Member
Mark Parston, Member
Jennifer Marek, Member
Staff Present:Jennifer Inboden, Board Secretary
Andrew Votava, Human Resources Director
Joe Andrews, Chief Civil Deputy Town Attorney
Oscar Diaz, CBIZ VP of Business Development
Sonya Martinez, CBIZ Account Executive
CALL TO AUDIENCE - There were no speaker requests.
WELCOME AND INTRODUCTIONS
Each Trustee and Staff member present introduced themselves and identified what their role on the Board would
be.
REGULAR SESSION AGENDA
1.DISCUSSION AND POSSIBLE ACTION ON ELECTING A CHAIR AND VICE-CHAIR FOR THE
HEALTH CARE BENEFITS TRUST BOARD
A) Discussion and possible action in electing a Chair of the Health Care Benefits Trust Board for the
upcoming year.
B) Discussion and possible action in electing a Vice-Chair of the Health Care Benefits Trust Board for the
upcoming year.
Motion by Member Jennifer Marek, seconded by Member Mark Parston to elect Dave Gephart as the
Chair of the Health Care Benefits Trust Board for the coming year with an effective start date of the next
meeting.
Vote: 0 - 4 Failed
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Motion by Chair Frank Trembulak, seconded by Member Harry Greene to elect Frank Trembulak as
the Chair of the Health Care Benefits Trust Board for the coming year with an effective start date of the
next meeting.
Vote: 5 - 0 Carried
Motion by Member Harry Greene, seconded by Member Mark Parston to elect Dave Gephart as the
Vice-Chair of the Health Care Benefits Trust Board for the coming year with an effective start date of the
next meeting.
Vote: 4 - 1 Carried
OPPOSED: Vice Chair Dave Gephart
2.PRESENTATION AND DISCUSSION ONLY ON TRUST FRAMEWORK AND SELF-FUNDING
Mr. Diaz and Vice Chair Gephart presented the slides.
While Slide 9 was being presented, Mr. Diaz clarified that plan design discussions will take place
between CBIZ and the Town. Then the Trustees will be presented the cost analysis for approval. Chair
Trembulak asked about operating costs and indemnification. Vice-Chair Gephart said that would be
included in the discussion of the reserve policy.
Member Greene asked about mandated benefits being avoided on slide 19. Mr. Diaz answered that
fully-insured plans have to include state-mandated benefits, but self-insured plans do not. All plans
have to include federally-mandated benefits. He stated that most state-mandated benefits are included
in the plan because they benefit the employee but if at some point there were some that the Town
wanted to exclude or make richer, they would have that option.
Member Greene asked about risk with self-funding and who is in the pool on slide 20. Mr. Diaz
answered that all United Healthcare self-funded plans are included in the pool.
Member Parston asked if the Town has an ombudsman program to help the employee navigate health
insurance. Ms. Martinez answered that United Healthcare offers different levels of engagement. She
stated that the participants from the Town are very engaged with their healthcare and answer the
phone when UHC calls.
3.DISCUSSION AND POSSIBLE ACTION REGARDING SCHEDULE FOR FUTURE MEETING DATES
December 5, 2023 - Introductory and Trust Training
January 16, 2024 - Reserve Policy
February 20, 2024 - 2nd Quarter Review and Reserve Policy follow up
March 19, 2024 - Benefits Renewal Review
May 21, 2024 - 3rd Quarter Review
September 24, 2024 - Year End Review
November 19, 2024 - 1st Quarter Review
Ms. Martinez pointed out that some of the proposed dates may need to change to align with deadlines
and when reports become available.
Motion by Member Harry Greene, seconded by Vice Chair Dave Gephart to approve the proposed
meeting schedule.
Vote: 5 - 0 Carried
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COUNCIL LIAISON COMMENTS
ADJOURNMENT
Motion by Chair Frank Trembulak, seconded by Member Jennifer Marek to adjourn the meeting at
12:07 p.m.
Vote: 5 - 0 Carried
I hereby certify that the foregoing minutes are a true and correct copy of the minutes of the regular session of the
Town of Oro Valley Health Care Benefits Trust of Oro Valley, Arizona held on the 5th day of December. I further
certify that the meeting was duly called and held and that a quorum was present.
Dated this _8th__ day of _December___, 2023.
______________________________
Jen Inboden
Human Resources Analyst
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