HomeMy WebLinkAboutMinutes - Health Care Benefits Trust Board - 6/4/2024MINUTES
HEALTH CARE BENEFITS TRUST
REGULAR SESSION
June 4, 2024
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
Absent: 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.
REGULAR SESSION AGENDA
1.REVIEW AND APPROVAL OF THE APRIL 2, 2024 REGULAR SESSION MEETING MINUTES
Motion by Chair Frank Trembulak, seconded by Member Mark Parston to approve the April 2, 2024
regular session minutes.
Vote: 4 - 0 Carried
2.PRESENTATION AND DISCUSSION OF THE MEDICAL AND PHARMACY EXPERIENCE REPORT
THROUGH APRIL 2024
Oscar Diaz, CBIZ VP of Business Development, presented the most recent Medical and Pharmacy
report. He started by reviewing the paid claims and administration information for all plans combined. He
pointed out that there has been an increase in enrollment. Mr. Diaz reminded the trustees that the
Maximum Claims Liability is what the Stop Loss Insurance company holds the plan to. Anything above
that will be covered by stop loss insurance. The maximum liability is 25% higher than Expected liability.
There have been no stop loss recoveries yet this year. The average is 1-2 per year. The loss ratio for
April was just 50% tracking at 80.2% for the expected claims liability, continuing a downward trend since
February. The claims and admin fees per employee per month (PEPM) costs are tracking at $917, down
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February. The claims and admin fees per employee per month (PEPM) costs are tracking at $917, down
from $968 two months ago. The budget is tracking at $3.1 million or 84%.
Ms. Martinez mentioned that due to the Change Healthcare cyberattack a few months ago, there may
still be a delay in claims processed. She stated that as of right now, CBIZ is confident that UHC is
processing at its normal speed.
Chair Trembulak stated that HHS is requiring UHC to notify those clients whose data was compromised.
Mr. Diaz continued to review the report and focused on the High Deductible Health Plan (HDHP) which
has $1.27 million thus far this plan year for total claims and admin costs, which is a 67% loss ratio
against expected liability. The claims and admin fees PEPM costs are tracking at $737. For the PPO
Plan, total claims and admin fees are at $1.78 million, which is a 107% loss ratio against expected
liability. Mr. Diaz reminded the trustees that it is typical for the loss ratio to be higher on PPO plans than
on HDHP plans. The claims and admin fees PEPM costs for the PPO are tracking at $1,257.
Mr. Diaz reviewed the year-over-year comparison which includes a completion factor. At this point, CBIZ
is expecting the plan to come in at $3.6 million which is the same as the previous year. Because of the
downward trend, assuming the same spend for the rest of the plan year, Mr. Diaz thinks the Town will
finish the year between $950-$960 PEPM. The forecast shows that the plan is on track to finish the year
at 88.6% of budget. Mr. Diaz explained the PEPM Total cost history over the past 10 years and how the
plan has alternated between increases and decreases every year. The overall result is a 3.54% increase
on average per year, which is beating the market. This confirms that it is still in the Town's best interest
to remain self-insured rather than fully-insured.
Mr. Diaz finished by going over the large claims over $50k, and was pleased to report that there are
currently no claims large enough to trigger stop loss coverage. The current large claim percentage of
medical and Rx claims is 17.6% which is much lower than the typical 24-32%.
Member Parston asked if there are any pharmaceuticals that are identified for future negotiation on price.
Mr. Diaz answered affirmatively for one of the large Rx claims which could bring the price down 10%.
Vice Chair Gephart commented on the last several months and pointed out that the loss ratio for April for
the HDHP is spot on with the average for the entire year. They were lower for February and March, but
came back up for April. When compared with the PPO plan, the claims were down in February and
March and came up in April. Hopefully, this is an indicator that the plan will end the year in a good spot.
3.PRESENTATION AND DISCUSSION OF THE FUND BALANCE REPORT THROUGH APRIL 2024
Vice Chair Gephart reviewed the fund balance through April. He noted that the numbers for April may
still fluctuate slightly if any claims still come in. Total cash is $3.5 million. Total fund balance started the
year at $2.8 million and is at $3.2 million at the end of April for an increase of $345,000. Total revenues
are $3.6 million and total expenditures are $3.25 million.
4.PRESENTATION AND DISCUSSION ON OPEN ENROLLMENT 2024
Mr. Votava, Human Resources Director, presented a summary of open enrollment that took place during
May. He explained to the trustees that the Town had three themes during open enrollment this year. The
first theme was to calibrate the PPO and HDHP platforms by making plan design changes to the PPO.
Deductibles, copay amounts and out of pocket maximums were increased. The second theme was to
incentivize the HDHP so that employees are invested in their medical experience. One year ago the
enrollment was 54% HDHP / 46% PPO; immediately before open enrollment the enrollment was 57%
HDHP / 43% PPO and at the end of open enrollment, 62% of employees elected the HDHP compared
with 38% on the PPO. The goal is to increase the consumerism spirit.
The third theme of open enrollment was to invigorate the wellness plan. The Town implemented UHC
Rewards and an internal incentive plan called Pillars of Wellness providing employees the opportunity to
earn up to $1,360 in cash rewards. Data passed on to the Town by UHC shows that we have a 5%
increase in lifestyle drugs including medications to treat high cholesterol, high blood pressure and high
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increase in lifestyle drugs including medications to treat high cholesterol, high blood pressure and high
A1C. That population is still spending and are mainly enrolled on the PPO plan. The hope is to
encourage employees to engage in healthier activities by incentivizing them. The cash rewards will more
than cover any premium increases that employees experience in the new plan year.
ADJOURNMENT
Motion by Chair Frank Trembulak, seconded by Member Mark Parston to adjourn the meeting at 10:45
a.m.
Vote: 4 - 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 held on the _4th_ day of __June___. I further certify that the
meeting was duly called and held and that a quorum was present.
Dated this _7th__ day of __June__, 2024.
______________________________
Jen Inboden
Human Resource Analyst
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