Employee Benefit Trust Minutes - 09/10/2008 / h
CITY OF WICHITA FALLS
EMPLOYEE BENEFITS TRUST BOARD MEETING
September 10, 2008
Present: Bill Sullivan,Chair
Dacron Leiker, City Manager
Jim Dockery, Asst. City Manager/CEO
Tammy Guerra, Human Resource Manager
Gail Garmon, Employee Benefits Coordinator
The meeting was called to order at 10:00 am
Agenda Items:
Approval of Minutes
Darron Leiker made a motion to accept the minutes of the last meeting. Jim Dockery
seconded the motion. Motion carried.
Discussion on adding dependents to health coverage after retirement
A retired employee had requested that he be allowed to add his spouse to his City of
Wichita Falls health and dental coverage at the next open enrollment. He based his
request on the fact that at the time he retired, he was under the impression that he would
be allowed to do so, but was later told that he could not. A conference call was made to
Cassie Stennett, broker for the Trust. Cassie stated that since there is no plan document
supporting the idea that retirees will not be allowed to add any dependents to their
coverage after retirement, we should allow such additions during the coming open
enrollment period. In the meantime, information should be forwarded to Blue Cross so
that they can produce a separate plan document which would outline all rules regarding
coverage upon retirement. Cassie stated that if the spouse of a retiree is eligible for
coverage elsewhere, but chooses to be on our plan, it is possible to charge a surcharge in
addition to the regular premium. She will contact Blue Cross to compile the retiree plan
document for the boards review and adoption.
Bill Sullivan cited Chapter 175 of the Texas Government Code as appearing to say that
you can exclude dependents from future coverage. Cassie will research Chapter 175.
The retiree and his spouse were present for the meeting and were told that they would be
notified of the board's decision by mail.
Discussion on whether to cover weight loss surgery
After two requests from employees, the question of whether or not the plan should cover
weight loss surgery had been discussed at a previous meeting. It was decided that more
information would be gathered and that Cassie Stennett would be consulted on the matter
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during the conference call. Cassie stated that since the City is self funded, the option of
whether or not to allow coverage for this surgery is our option. However, she noted that
the majority of self funded groups have dropped this coverage from their plans.
Darron Leiker inquired as to the possibility of setting caps, should the board elect to
include this coverage to the plan. Cassie said that any caps should also include expenses
for complications to the surgery should they occur.
The conference call ended.
Darron stated that he sees no proof that the procedure would save the plan anything and
he would not be in favor of covering the procedure at this time, but would not be opposed
to looking at it again in the future.
Tammy Guerra was in favor of finding out if other plans had saved any expenses due to
covering this procedure.
Jim Dockery made a motion not to cover weight loss surgery at this time. Tammy Guerra
seconded the motion. Motion carried.
Regarding the adding of dependents after retirement, it was decided that the retiree
should be notified by letter that the boards' decision was to let him add his spouse during
the coming open enrollment.
Darron Leiker stated that there were probably others who would also want to enroll at
this time and that we would need to notify all retirees of their options during open
enrollment. He added that as of January 1, 2009, no dependent should allowed to be
added to the plan. Those being added now would do so at full premium.
Tammy noted that future retirees should be given written notice that they cannot add any
dependents after their retirement date.
Jim Dockery made a motion to allow the adding of this particular dependent at open
enrollment, to be effective January 1, at the January 1 modified premium. We would
wait for the actuary figures to determine the premiums for other additions. Darron Leiker
seconded the motion. Motion carried.
A conference call was then placed to Mr. Jack Beam, with the actuary firm of Gabriel,
Roeder, Smith & Company. Jim Dockery explained to Mr. Beam the plan changes to be
presented to Council with regard to current and future retirees and/or spouses in an effort
to reduce the City's liability with regard to GASB. It has been proposed that the City
give $250 subsidy assistance to current retirees and/or their spouses who are already
receiving Medicare benefits or will become Medicare eligible prior to January 1, 2009.
All current retirees who become Medicare eligible after January 1, 2009, will receive
$100 subsidy assistance. Their spouses may remain on the coverage but will receive no
subsidy upon becoming Medicare eligible.
Any employee retiring after January 1, 2009 will be allowed to remain on the City's
coverage until they become Medicare eligible. At that time, they will have no Medicare
plan with the City. The same is true for their spouses; they may remain on the plan until
they are Medicare eligible.
Jim Dockery asked Mr. Beam about funding the liability. Mr. Beam stated that it is
possible to wait to fund, but the expense must still be recognized from October 1, 2008.
Jim asked about the legality of offering no Medicare supplemental coverage to future
retiring employees when they turn 65. Mr. Beam stated that it is not mandatory that you
offer it. He further stated that offering it in the future, would not affect the liability, if
the retiree were required to pay the entire cost.
Jim then asked if it was permissible to do away with the dependent coverage at the same
time a retiree turns 65 and no longer has coverage with our plan. Mr. Beam stated that he
believed their calculations determining the City's liability were based on that scenario.
Jim asked him to check that and let him know.
Summary: Actuary will do a revised study which gives the retiree and/or spouse
currently on Medicare the $250 subsidy; current retiree spouses who become Medicare
eligible after January 1, 2009 remain on plan but at full cost; current retirees becoming
Medicare eligible after January 1, 2009, $100 subsidy assistance and will pay rest of
premium(whatever it is determined to be).
Conference call ended.
Financial Statement
Jim Dockery presented a brief financial statement stating that he expects the year to end
with expenses being between $29,000 and$211,000 more than projected revenue. The
shortage would need to be pulled from the plans reserve funds.
The meeting was adjourned at 12 Noon.