Employee Benefit Trust Minutes - 11/03/1999 City of Wichita Falls
Employee Benefits Trust Meeting
November 3, 1999
{
Present: Greg Humbach, Chair
James Berzina, City Manager
Jim Dockery, Finance Director
Jan Stricklin, Employee Benefits Administrator
Gail Garmon, Employee Benefits Coordinator
The meeting was called to order by Mr. Humbach, Chair, at 2:35 PM.
Jim Dockery made a motion to accept the minutes of the last meeting with no corrections.
Jan Stricklin seconded the motion. Motion carried.
Agenda Items:
Financial Statement:
Jan Stricklin presented the financial statement which reflected an approximately 1.3 million
dollar increase in medical, dental and prescription costs over the previous year. After much
discussion by the Board as to the rising cost of medical care, Ms. Stricklin presented to the
board several proposals and plans that the Trust might consider to decrease expenditures
for the following budget year. Among these proposals was the introduction of an
additional plan option that would require all participants to use the On-Site Clinic before
being referred to a specialist by Joe Bryan, PA and Tom Talbert, M.D. This would be a
Preferred Provider plan which is managed care. Also, it was suggested that changes
could be made in the current prescription card plan.
Mr. Dockery stated that he would prefer to have more time to go over the proposals before
making any decisions as to changes. Mr. Humbach and Mr. Berzina had similar concerns.
Mr. Berzina suggested that Ms. Stricklin present her proposals at the agenda staff meeting
on Monday, November 8, to get an overall feeling from the department directors as to how
their employees might respond to the changes. Ms. Stricklin will also hold division head
meetings to discuss changes.
Actions were tabled until the next Employee Benefits Trust meeting to be held on
Thursday, November 11, 1999 for further discussion of the proposed changes.
The meeting was adjourned at 4:25 PM.
City of Wichita Falls
Employee Benefits Trust Meeting
November 3, 1999
Present: !
Greg Humbach, Chair
Tim Berzina, City Manager
Jim Dockery,Finance Director
Jan Stricklin, Employee Benefits Administrator
Gail Garmon,Employee Benefits Coordinator
The meeting was called to order by Mr. Humbach, Chair at 2:35 p.m. Jim Dockery made
a motion to accept the minutes of the last meeting with no corrections. It was seconded
by Jan Stricklin and the motion carried.
Agenda Items:
Financial Statement:
Ms. Stricklin presented the financial statement with the first item being the Claims
Comparison. Claims paid for the period of 10/01/98 through 09/30/99 were: Medical
$3,417,471.54; Dental $228,556.24 and Prescription $663,254.05 for a total of
$4,309,281.83, compared to a total of S3,349,951.68 the previous year. A $959,330.15
increase of paid claims with September 1999 being the highest claims submitted and paid
of Medical $540,330.15; Dental $33,769.85 and Prescription $55,271.17 for a total of
$541,632.85.
The next item on the financial statement was a five year comparison of paid claims.
MEDICAL DENTAL PRESCRIPTION TOTAL
CARD
1994/95 $2,181,662.96 $129,412.86 - --------- $2,311,075.82
1995/96 $2,569,657.13 $142,366,95 --- ---------- $2,711,857.73
1996/97 $2,544,641.54 $146,366.95 -------------------- $2,691,008.49
1997/98 $2,782,116.72 $196,416.57 $371,418.39 $3,350,173.68
1998/99 $3,417,471.54 $228,556.24 $663,254.05 $4,309,281.83
Ms. Stricklin presented charts showing 1994/95 through 1998/99 budget years
which shows the amount of total claims paid for employee, spouse, and dependent. She
noted if we were fully insured, the Trust would not only pay those claims, but also any
administrative fees that the company might charge. Being self-insured lowers the
administrative costs.
Jim Dockery made a motion to accept the financial report. Greg Humbach
seconded. Motion carried.
Discussion of cost sharing comparisons:
After much discussion by the Employee Benefits Trust committee members as to
the rising cost of medical care, Ms. Stricklin presented several proposals to assist in
sharing the cost of claims. She also presented proposals for implementation to hold down
expenditures for this budget year and future budget years. Among these proposals was
the introduction of an additional plan to the current cafeteria plan offered to employees.
This new plan would require employees selecting this plan to utilize the on-site clinic as
primary care for some illnesses and a clearing house for referrals for other illnesses. This
plan would not require an increase in employee paid premiums. Also, it was suggested
that changes be made to the current prescription card plan to decrease expenditures.
Mr. Dockery stated that he would prefer to have more time to review the
proposals before making any decisions as to changes. Mr. Berzina and Mr. Humbach also
wanted additional time for review.
Mr. Berzina suggested that Ms. Stricklin present the proposals at the staff meeting
on Monday, November 8, 1999, to get an overall feeling from the department directors as
to how their employees might respond to the changes.
It was then decided to adjourn for time to review proposals and hold staff meetings
and to reconvene the meeting on Thursday, November 11, 1999 to further discuss the
proposed changes. Meeting was adjourned at 4:25 p.m.
The meeting was continued on November 11, 1999 at 11:00 a.m.
Ms. Stricklin presented graphs showing the medical care costs of the plan for each
month from October 1998 through September 1999. The expenditures for October
through August remained fairly consistent with the previous year, between $250,000.00
to $350,000.00. The graphs show the expenditures large increase occurred in September
with approximately$550,000.00 going to in-hospital care accounting for 51% of the cost.
Ms. Stricklin discussed the department directors staff meeting responses and the
meeting held with 21 division heads and supervisors. The responses were varied with the
majority stating that the employees know that premium increases will occur and were
surprised not to have been increased last year; the second largest response was that most
employees will change from Plan B to Plan D and use the on-site clinic if we open more
hours; the last response was that the City should pay for all benefits with the employee
paying nothing.
At Mr. Berzina and Mr. Dockery's request, Ms. Stricklin supplied a chart of costs
to other cities and government entities from a variety of full insured insurance companies.
The costs for those plans exceed the cost of the City's self-insured plans.
She noted that October 1, 1998 the employees premiums were increased by $3.50
per month, per person, and that the employees had not been increased for four years
before that time.
Ms. Stricklin outlined proposed changes to cost sharing premiums, out of pocket
totals, the addition of Plan D and changes to the current prescription program. Proposed
implementation date of January 1, 2000.
Mr. Humbach called for a motion. Ms. Stricklin made a motion to approve the
proposed changes. Mr. Dockery seconded the motion. Motion carried.
Old Business:
As in the past with any plan changes approximately sixty-five meetings will be held
to convey information of the plan changes and premium increases.
New Business:
There being no new business, the meeting was adjourned at 1:10 p.m.
Respectfully submitted,
ii -f4td4t)
an Stricklin
Employee Benefits Administrator
WICHITA CLUTCH/DANA CORPORATION
Employee Pays: $7.00 wkly for family/$364.00 yrly
Corp. Pays: $360.00 monthly per employee/$4,320.00 yrly
Dana is self insured/Unicare is 3rd party administrator
Medical Deductible: $200.00 per person/$400.00 family
Dental Deductible: $75.00 person/$150.00 family
Plan pays 809%0/Out of pocket is $500 per person/$1000 family
This is not a managed care plan. They can go anywhere.
(this is a union run business)