HomeMy WebLinkAboutIR 10090 INFORMAL REPORT TO CITY COUNCIL MEMBERS No. 10090
To the Mayor and Members of the City Council
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SUBJECT: FIRE FIGHTER HEALTHCARE UPDATE
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This Informal Report is the fourth in a series of updates regarding the negotiations with the International
Association of Fire Fighters Local 440 ("Association") and their proposal to manage a healthcare plan for
the benefit of firefighter recruits, actives and pre-Medicare retirees,plus their spouses and dependents. As a
reminder, the guiding principles of the negotiation are:
• Association will assume responsibility of healthcare for all recruits, active fire fighters and pre-
Medicare retirees
• Separation of firefighter plan will not have a negative financial impact on the City; Association will
cover all transition costs
• City's exposure to liability will be minimized to every extent possible
• Association assumes all accountability for the success of their plan
Below is an explanation to questions about the expenses covered by the City's subsidy as well as the
formula for the proposed payment to the Association for members.
Structure of Budget
• The City has an internal service fund for Health and Life Insurance Benefits. The fund pays for
healthcare claims and administration, life insurance premiums, and EAP. The health insurance rate
structure is developed to generate enough revenue to cover all of these expenses and be collected
from the department/funds in a single transfer.
• Annually, life insurance costs approximately $577K. In order for fire fighters to continue to receive
this benefit, the City will retain the appropriate portion for fire fighters.
• The Association has raised concerns that we are passing the cost of life insurance and EAP onto the
employees with this structure. However, the City funds more than 70% of the total expenses to the
Fund. The structure is set up for administrative ease.
FY 2016 FY 2017 FY2018
ACTUAL
ACTUAL (UNAUDITED) BUDGET
Total Revenue $ 108,510,577 $ 111,937,646 $ 114,752,105
Personnel Services $ 1,899,151 $ 2,170,134 $ 2,275,079
Claims $ 99,924,266 $ 102,140,313 $ 95,451,363
Life Insurance $ 548,689 $ 570,070 $ 577,007
Employees' Assistance $ 88,992 $ 81,225 $ 112,284
MAPD Premiums $ 7,398,483 $ 8,050,214 $ 9,692,254
Other Contractual
(TPA, Viverae, FSA/HSA, Wellness, etc.) $ 7,835,362 $ 6,213,877 $ 6,644,118
Total Expenditures $ 117,694,942 $ 119,225,833 $ 114,752,105
Surplus/(Deficit) ($ 9,184,365) ($ 7,288,188)
ISSUED BY THE CITY MANAGER FORT WORTH, TEXAS
INFORMAL REPORT TO CITY COUNCIL MEMBERS No. 10090
To the Mayor and Members of the City Council
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• The budget for FY2018 is actually lower than the expenditures for the prior two years as a result
of the significant plan design changes that are expected to result in more than $20 million in
savings, offset by the growth trend. While counter-intuitive, the rates for the City and the
members increased in FY2018 since the prior two years had used significant portions of fund
balance to defray expenses. This use of fund balance occurred outside of the rate setting model.
Changes in Composite Rate
• The chart below shows the two composite numbers that have been provided to the Association.
They are based on identical rate tables that were incorporated into the City's approved healthcare
budget for plan year 2018. The only change is the census following open enrollment and the large
migration of fire fighters to the high-deductible plan which generates less revenue, but also
generates fewer expenses under the City's plan design. Note that City-wide, we expect to generate
$6.6 million less in revenue than planned, which we expect to be significantly offset by lower
expenses.
October 18 Letter November 15 letter
City-wide Employee Composite $ 316.31 $ 242.84
City-wide Employer Composite 957.84 $ 775.75
City-wide Gross Composite $1,274.15 $1,018.59
City-wide Employer Composite $ 957.84 $ 775.75
13.3% per Fire-only rate table $ (103.17)
Increased # of Dependents $ 249.20
Fire Fighter Only Employer $ 996.53 $ 921.78
Composite (Reflects 13.3%
reduction in claims per member
but more dependents than City
average so higher overall
composite cost.)
Less: Offsets (Life Insurance, $ (70.40) $ (24.15)
TPA increase, EAP, HSA/FSA)
Fire Fighter City Contribution $ 926.13 $ 897.63
* Final Rates * Final Rates
*2017 Census *2018 Census
* Included transition *Shifted lower UHC
estimates, higher UHC cost, cost, HSA Contributions
HSA Contributions and and Wellness Payout to
Wellness Payout in PEPM separate direct-bill
ISSUED BY THE CITY MANAGER FORT WORTH, TEXAS
INFORMAL REPORT TO CITY COUNCIL MEMBERS No. 10090
To the Mayor and Members of the City Council
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• The composite is used for budgeting purposes only since payments will be made based on actual
enrollment each month. The projected composite will evolve due primarily to the Association
decision to take on the couples split between Medicare and City plans and the location of several
retirees who had not enrolled previously.
• Prior references to an "original"rate provided by the City of$1,149 PEPM was not actually
provided by the City. Rather, the Association's consultant inferred this figure by taking the October
I 81 composite prior to the offsets of$996.53 and restoring the 13.3%reduction for claims
experience per member. This is a false comparison since it excludes the census data application that
actually increases the fire fighter PEPM revenue above the City-wide composite.
• As of the last bargaining session on January 5, 2018, the Association appears to concur with the
methodology. Because of the larger number of dependents for fire fighters compared to the rest of
the workforce, this actually nets them more funds PEPM than simply dividing the City's claims and
administration budget by PEPM which would be similar the City-wide composite of$775.75.
• The Association made the decision to continue EAP, Life Insurance, HSA/FSA Administration with
the City. This combined with the increased annual cost for UHC for smaller population ($56,400)
resulted in a reduction of the subsidy by $287,211 or $24.15 PEPM.
• Staff recommends direct billing of costs associated with 2018 Wellness Payout ($143,150), HSA
contributions ($347,360) and technology costs (TBD). This avoids ($490,410) or an estimated
$41.23 PEPM being incorporated into the composite rate since that will depend on the final
transition date.
Run-Off Claims and Financial Impact to the Fund
• The City budgets for claims expenses on a cash basis and does not budget for Incurred But Not
Reported claims (IBNR). Typically, claims lag 1-2 months from the time they are incurred to when
we are billed. As a result, the City will continue to receive invoices for 1-2 months after fire fighters
shift to the new plan even though we will no longer be receiving premiums that would have covered
them. While it is typical with fully-insured plans for those claims to rest with the legacy plan, this
will create a deficit in our budget.
• The current Healthcare Contract draft protects the City from run-off claims in the future should the
fire fighters ever return to the City's plan.
• As a compromise, the City has proposed to the Association that the City will retain IBNR.
However,we will split premiums from the two extra payrolls that would have occurred after April I
since we have 26 pay periods covering 12 plan months. In addition, the City expects to end the
discussion regarding life insurance, EAP and wellness costs and include them in the costs conveyed
to the Association.
ISSUED BY THE CITY MANAGER FORT WORTH, TEXAS
INFORMAL REPORT TO CITY COUNCIL MEMBERS No. 10090
To the Mayor and Members of the City Council
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Since the last update, the City and the Association held a collective bargaining sessions on 12/20/2017 and
1/5/2018. Below is the status of the various tasks.
Action Item Responsible Complete Status
Part
1. City City The City believes that the Association has accepted the
contribution City's methodology. However, the City is awaiting
and transition confirmation and the acceptance of the City's
costs finalized compromise offer on IBNR, life insurance, wellness,
EAP, and other costs.
2. CBA City and The Trust Agreement and the amendments to the
amendment Association Collective Bargaining Agreement Articles 13 and 14
language are complete. Upon conclusion of number 1, the City
approved will finalize the associated language in the Healthcare
Contract.
The Association has continued to object to the Right to
Audit language that we have introduced. The City's
Code requires all contracts to include right-to-audit
language. In addition, the ability to resolve/test any
concerns from the City's auditors since the financial
statements of the 440 Trust will be a component unit
for the City. It is mutually beneficial for this
relationship. As of 1/5/2018, the Association's
attorney had not reviewed the language and offered an
alternative.
3. Employee vote Association
to amend CBA
4. Waiver City and 41
language Association
approved
5. Retiree waivers Association At last report, the Association has received 199 of 210
received required signatures. As of 1/5/2018, this had not
(100%) changed. However, the number of waivers required
has increased by approximately 30 due to the
Association's decision to retain couples split between
ISSUED BY THE CITY MANAGER FORT WORTH, TEXAS
INFORMAL REPORT TO CITY COUNCIL MEMBERS No. 10090
To the Mayor and Members of the City Council
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the City's plan and Medicare.
6. City Council City Will be scheduled for City Council once 1-5 are
approval of complete.
CBA and
healthcare
contract
7. Association Association
create Trust
including
fiduciary
coverage,
contract with
trust company,
fidelity bond
and banking
arrangement.
8. Association Association • At the Association's request, the City added
plan contracts language to the Healthcare Contract to allow the
(TPA, PBM, Association to be a sub-recipient of dental benefits
RBP); offered through the City's contract. The City has
premiums shared the questions from Delta Dental about
finalized setting up appropriate billing.
• The Association is responsible for all other
contracts. However, the City has requested clear
documentation of roles, scopes of services, etc.
from LBG, the Association's consultant.
9. Data interfaces City and • The Association's vendors held their first meeting
with City and Association with the Retirement Fund on 12/4/17. The
FWERF Association's consultant has recommended that the
City retain this responsibility due to the challenges
of a transition. However, the Association continues
to indicate that they will assume this responsibility.
As of 1/5/2018, the Association had not contacted
the ERF again to move this forward. At the
bargaining session, they indicated that they need
the City to give the ERF permission to seek a quote
for the work which we have done by email. In
addition, the City committed to seek a quote from
the City's vendor to allow their plan to occur on
ISSUED BY THE CITY MANAGER FORT WORTH, TEXAS
INFORMAL REPORT TO CITY COUNCIL MEMBERS No. 10090
To the Mayor and Members of the City Council
Page 6 of 6
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SUBJECT: FIRE FIGHTER HEALTHCARE UPDATE
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the City's system, at least in the near-term. This
delay in the Association's effort on this will likely
affect the April 1 go-live date.
• Maestro, the Association's proposed TPA,
provided a draft schedule of tasks, timelines and
responsibilities in order to confirm the April 1st
feasibility and ensure that appropriate resources
and time are reserved for the various tasks. This
document replaced the client sample that was
provided last week as well as the December
calendar that suggested the feasibility of a 1/1/18
implementation date that were attached to last
week's informal report.
10. Transition and City and See 99.
enrollment Association
plan
Please let me know if you have any additional questions.
David Cooke
City Manager
ISSUED BY THE CITY MANAGER FORT WORTH, TEXAS