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Employee Benefit Trust Minutes - 04/21/2009City of Wichita Falls Employee Benefits Trust Board Minutes April 21, 2009 The meeting was held in the City Council Conference Room, 1300 Seventh Street, Wichita Falls, TX 76301. Members Present: Darron Leiker, City Manager Jim Dockery, Asst. City Manager /CFO Miles Risley, City Attorney Tammy Guerra, Human Resources Manager Becky Chapman, Employee Benefits Coordinator Jeannine Holmes, Human Resources Generalist The meeting was called to order at 2:01 PM by Jim Dockery. Introduction of staff was conducted by Tammy Guerra. Agenda Items: iii. Motion was made by Darron Leiker to appoint Miles as the new chairperson, second by Jim Dockery. The motion carried unanimously. iv. Motion was made by Jim Dockery to approve the January minutes, second by Miles Risley. The motion carried unanimously. V. Financial report was reviewed and approved. vi. Report from Employee Benefits Trust Staff 1. BCBS Reports — presented by Tammy Guerra 2. BCBS enrollment reconciliation — presented by Becky Chapman 3. Aetna Enrollment reconciliation — presented by Becky Chapman. Suggestion was made to submit request for proposals once our contract comes up to ensure we are still getting the best deals. 4. Retiree Records /Healthcare premiums — presented by Becky Chapman vii. Benefits staff identified that we do not have plan documents for healthcare. Recommendation to hire an attorney to draft this document for us. Suggested that Miles Risley play a key role with this selection and work with the Benefits staff. Motion to authorize the appointment of an attorney to construct the plan document in accordance with the recommendation of the City Attorney by Jim Dockery, second by Darron Leiker. The motion carried unanimously. viii. Deer Oaks Employee Assistance Program presented by Jeannine Holmes. Motion was made by Jim Dockery that we authorize the Benefits staff to request contract documents from Deer Oaks and assuming that the contract documents provided are satisfactory to our legal and benefits staff we move forward and enter into contract with Deer Oaks. Second by Darron Leiker. The motion carried unanimously. - -- - -- ix. Electronic Benefits Administration presented by Becky Chapman. Staff is still exploring other options (i.e. Banner programs). Until more data has been gathered, this has been tabled until next meeting, X. Blue Cross and Blue Shield Blue Care Program presented by Becky Chapman. Motion was made by Jim that we authorize the Benefits staff to request contract documents from Blue Cross and Blue Shield for the Blue Care Program and assuming that the contract documents provided are satisfactory to our legal and benefits staff we move forward and enter into contract with Blue Cross and Blue Shield second by Miles. The motion carried unanimously. Will roll out EAP first and then the Wellness Program. xi. Signatures are needed on the new CHIPPRA document to keep us in compliance with the new updates. xii. Section 125 expansion - No cost to the City of Wichita Falls if added during open enrollment. Follow up needed with Alt Benefits to determine our IRS limitations to ensure we are in compliance. No action taken until this has been determined. xiii. Decision made that summary minutes are acceptable in place of verbatim. Board also advised by Tammy Guerra that once we have plan documents for healthcare we will be very limited to making any non - traditional or unscheduled changes to employee's benefits. Meeting adjourned at 3:58PM Submitted by: Jeannine Mattison Holmes Human Resources Generalist