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Employee Benefit Trust Minutes - 04/28/2005 • CITY OF WICHITYA FALLS EMPLOYEE BENEFITS TRUST MEETING April 28,2005 Present: Bill Sullivan, Chair Darron Leiker, Interim City Manager Jim Dockery, Director of Finance Gail Garmon, Employee Benefits Coordinator The meeting was called to order by Bill Sullivan at 9:00 AM. It was decided that the minutes from the previous meeting would be tabled for another time. Agenda Items: Old Business This meeting was called to again address the appeal made by a plan participant regarding the eligibility of procedures currently being used by her physician for her condition. Bill Sullivan asked Gail Garmon to report on what she had been able to find out since the last meeting of April 25 in regard to getting the opinion of another specialist. Gail presented the names of two neurologists in Wichita Falls that the Board could possibly use to evaluate the participant's condition and course of treatment. The Board discussed what would be involved in referring the participant to one of these doctors. It was decided that Gail should call the two physicians and make an appointment for one of them to see the participant. The appointment would be paid for by the Trust Jim Dockery pointed out that the treatment was not necessarily in question as much as the frequency of the treatment. It was decided that a letter would be sent to the participant informing her of the Board's decision to seek the opinion of another specialist and to notify her of the time and place. Darron Leiker made a motion that the Board send the letter with instructions as described. Jim Dockery seconded the motion. Motion carried. The Board then discussed the availability of Employee Benefits Trust documents that may have been kept in the office of the previous Administrator. It was decided that the Board would ask for those documents to be made available for their review. In further discussion it was decided that Cassie Stennett , the Trust's broker of record, would be asked to meet with the Board to discuss her role and what services she might be able to • offer the Board in the future. Gail Garmon was asked to set this meeting and then report back to the Board. The Board also discussed the possibility of finding a consulting service to review the City's current plan and assist the Board in making whatever changes might be needed in order to bring the plan more in line with what would be most beneficial to the employees and the City. In other business, the Board discussed the Employee Benefit Trust office workload and what might be done to assist that office as far as personnel, etc. Also discussed was the role of the On-Site Clinic in regard to the referral process (Plan D) and actual patients treated in the On-Site. New Business There was no new business for discussion. The meeting was adjourned at 10:05 AM Respectfully submitted, Gail Garmon Employee Benefits Coordinator