HomeMy WebLinkAbout2009/05/26 Item 4
CITY COUNCIL
AGENDA STATEMENT
~(ft- CITY OF
~ (HULA VISTA
MAY 26, 2009, Item~
ITEM TITLE:
RESOLUTION ADOPTING THE REVISED CITY OF
CHULA VISTA CAFETERIA BENEFITS PLAN FOR 2009
DIRECTOR Of ':t RESOURCES 1If
CITY MANAGE J'I)-
ASSISTANT CITY NAGER7
SUBMITTED BY:
REVIEWED BY:
SUM.MARY
On February 4, 2009, President Barack Obama signed into law the Children's Health
Insurance Program Reauthorization Act of 2009, which extends and expands the State
Children's Health Insurance Program (SCHIP). This new law provides additional special
emollment rights to employees and their dependents covered in the City's group health plan.
The Internal Revenue Code requires employers to include this coverage change in their
Sur;unary Plan Document (SPD). This resolution will fulfill this requirement.
4/STHS VOTE: YES D NO I X I
ENVIRONMENT AL REVIEW
Not applicable
RECOMMENDATION
Council adopt the resolution
BOARDS/COMMISSION RECOMMENDATION
Not applicable
DISCUSSION
On February 4, 2009, President Barack Obama signed into law the Children's Health
Insurance Program Reauthorization Act of 2009, which extends and expands the State
Children's Health Insurance Program (SCHIP). This new law provides additional special
emollment rights to employees and their dependents covered in the City's group health plan.
The Internal Revenue Code requires employers to include this coverage change in their
Summary Plan Document (SPD). This resolution ,viII fulfill this requirement.
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MA. Y 26,2009, Iteml
Page 2 of 2
On December 16, 2008, Council approved the City of Chula Vista 2009 Cafeteria
Benefits Plan, also known as the Summary of Plan Document (SPD). This SPD contains
City employees' Flexible Benefits coverage including medical, dental, vision, life and
flexible spending account options for Plan Year 2009.
Our current Flexible Benefits Plan allows benefited employees and their dependents to
emoll in a group health plan coverage when they are first eligible to participate or during
open emollment period. Pursuant to Health Insurance Portability Act of 1996 (HIPAA),
employees are also given special emollment opportunities during the year for qualified
changes in family status. Employees have 30 days from the qualified event to request
change of coverage. This new law requires the City to permit eligible employees and
dependents to request emollment within 60 days in either of the following situations:
o Emol! employee or dependent under the City health plan if they lose their eligibility
from Medicaid plan or a SCHlP plan.
o Drop dependent from City health plan if the dependent becomes eligible for a
premium assistance subsidy under Medicaid or SCHIP.
These new special emollments are effective April I, 2009. The special emollment period
will remain at 30 days where the loss of coverage is other than the special emollment
situations listed above.
DECISION MAKER CONFLICT
Staff has reviewed the decision contemplated by this action and has determined that it is
not site specific and consequently the 500 foot rule found in California Code of
Regulations section 18704.2(a)(l) is not applicable to this decision.
CURRENT YEAR FISCAL IMP ACT
None with this action
ONGOING FISCAL IMPACT
None with this action
A TT ACHMENTS
Attachment A - Revised 2009 City of Chula Vista Cafeteria Benefits Plan Description
Prepared by: Edith Quicho, Benefits lvJanager, Human Resources
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City of Chula Vista
CAFETERIA BENEFITS PLAN
YEAR 2009
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City of Chula Vista
Cafeteria Benefits Plan
This is a Cafeteria Plan of benefits for City of Chula Vista employees and is intended to qualify
under Section 125 of the Internal Revenue Code.
ELIGIBILITY FOR PARTICIPATION
This Plan is for the exclusive benefit of employees of the City of Chula Vista.
Eligible employees are defined as individuals who are:
1. Directly employed by the City of Chula Vista, and
2. Working in a part-time or full time benefited status. Hourly employees are not eligible
for this plan except for School Site Coordinators under the STRETCH Program.
3. Retired City of Chula Vista employees rehired by the City as active employees may
participate ONLY in the group medical insurance premium pre-tax option under Section
125 Premium Only Plan. Other Cafeteria benefit coverage will not be available.
Eligible dependents may be enrolled in medical, dental, vision and optional dependent life
insurance. The employee's eligible dependents are:
. Employee's legal spouse
. Unmarried children who are dependent upon the employee for support if they are under 25
years of age (for medical, dental and vision coverage) and under 23 years of age (for life
insurance coverage);
. Unmarried children of any age if they are incapable of self-support due to mental or
physical handicap and such handicap began b.efore age 25 (medical, dental and vision
only);
. Domestic partner
. Individuals that meet all the requirements of Internal Revenue Code Section 152 (only for
medical, dental and vision only)
Coveraqe under Familv and Medical Leave Act
Employees who are on approved leave, with or without pay, under the provisions of the Family
Medical Leave Act (FMLA), are entitled to full access to their flexible benefit plan during their
absence. If an employee fails to return to work after such leave for any reason other than the
serious illness of the employee or the family member for whom the leave was granted or through
no fault of the employee, they will be required to pay all flexible benefit plan monies paid to thell.l,
or on their behalf during the absence.
Coveraqe While on Leave of Absence with Benefits
Employees who are authorized to take leave with benefits (e.g., Military Leave as approved by the
City Council) will continue to be covered under the flexible benefit plan until expiration of leave.
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Coveraqe While on Leave of Absence without Benefits
The City of Chula Vista does not pay for an employee's benefits if the employee is in an unpaid
status for any reason than those indicated above. The employee may choose to continue their
health, and certain optional benefits coverage at their own cost through the COBRA continuation
plan until they return to work or for the designated length of time as determined by the City of
Chula Vista. If the premiurns are not paid, the coverage will be canceled the first day of the month
following the employee's last paid time. Coverage will be reinstated immediately upon the
employee's return to work, or the first of the month after their return if premiums were not paid
during the employee's absence.
PLAN YEAR
The Plan Year is from January 1 to December 31 of each year.
ELECTIONS
Election of benefits must occur during the open enrollment period prior to the start of each Plan
Year or, in the case of a newly hired employee, within 30 days from eligibility date.
Enrollment Forms
Elections must be made via Employee Online within the Open Enrollment period. In addition to
enrolling online, the employee must also complete and sign all appropriate applications and
enrollment forms for the specific benefits selected.
A newly eligible employee must complete and return the Election Form and appropriate forms to
Human Resources within 30 days of hire date.
Default Enrollment
For Miscellaneous Employees
Miscellaneous employees are benefited employees in the following bargaining groups: CVEA,
WCE, MAYOR, COUNCIL, CITY ATTORNEY, CITY CLERK, EXEC, SM, MM, MMCF, MMUC,
PROF, PRCF, PRUC and CONF. If an employee fails to enroll their elections via Employee
Online within the Open Enrollment period, the employee's current medical and life insurance will
automatically be continued in the next year as if the employee elected to keep them. All other
coverage, including dental, vision and Flexible Spending Accounts, will stop. Any remaining Flex
Allotment funds will be placed in the taxable Cash Payment Option.
In the case of a newly eligible employee, failure to turn in the completed forms within 30 days from
eligibility date will result in automatic enrollment in the least costly health plan made available by
the City and the remaining funds will be placed in the taxable Cash Payment option.
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For Safety Employees
If Police Officers Association (POA) and International Association of Firefighters (IAFF)
represented employees do not enroll via Employee Online and complete the necessary forms
within the Open Enrollment period, they will be enrolled in Kaiser Employee Only coverage in the
next year. All other options including dental and vision coverage in the current year will be
stopped. Life insurance coverage will be continued in the next year.
New hires or newly eligible employees who fail to submit required benefit election forms within 30
days of their date of eligibility will automatically be enrolled in the Kaiser Employee Only plan.
Effective Date of Coveraqe
The elections are effective for the period of January 1 to December 31 of each year. For
employees hired after January 1 of a Plan Year, elections are effective for the remainder of the
Plan Year following eligibility date. Benefits are prorated for employees hired after January 1 of
each Plan Year.
Termination of Coveraqe Upon Separation
Benefits terminate at the time an employee terminates employment except for medical, dental and
vision, which terminate on the last day of the month in which the employee terminates his/her
employment. Life insurance coverage will remain in force 30 days from the employee's last paid
day on City p~yroll.
An eligible employee who terminates and is rehired within 30 days will be reinstated to his or her
prior benefit elections at termination unless another qualifying event has occurred that allows a
change. An employee who is reinstated after 30 days may make new elections.
Qualified Chanqe in Family Status
Elections are irrevocable except to accommodate changes in family status as defined in the
Income Tax Regulations, 26 CFR Part 1, or to accommodate any significant curtailment or
reduction of coverage under any given benefit plan, or in the case of any significant premium
increase or decrease imposed by a third-party insurer.
Participants who experience a change in family status may be allowed to change elections.
Several examples, although not all inclusive, of the types of events that constitute a change in
family status are as follows:
o The marriage, legal separation or divorce of the employee
o The birth or adoption of a child
o The death of the employee's spouse or dependent
o Court-order with specific requirement to cover dependent
o Significant cost change or coverage change
o Termination or commencement of employment by employee's spouse
o Unpaid leave of absence by the employee or the employee's spouse
Q Becominq eliaible for state premium assistance subsidv
Changes are also permitted in the event of significant changes in health coverage of the
employee or the employee's spouse that are related to the spouse's employment or are subject
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to the Special Enrollment Period as described in the Health Insurance and Portability and
Accountability Act (HIPAA).
Changes to benefit elections will be permitted only to the extent that they are consistent with and
appropriate to the reason the change is requested. Proof will be required for all changes in family
status. The employee must submit the request to change plan benefits within 30 days of the
change in family status to Human Resources.
Effective April 1, 2009, if an employee or dependent becomes eligible for premium assistance
subsidy under the Medicaid plan (Title XIX of the Social Security Act), or the State Children's
Health Insurance Program (Title XXI of the Social Security Act, SCHIP), the period for requesting
special enrollment is 60 days from the qualifying event. The special enrollment period will remain
at 30 days when the loss of coverage is other than under the Medicaid or SCHIP plan. If the
request is made after the Special Enrollment Period (30 or 60 days), the change must wait until
the next open enrollment period.
CONTRIBUTIONS
Employer contributions are a fixed amount provided by the City to each eligible employee on a
non-elective basis. Salary reduction agreements are provided for in this Plan for Health Insurance
premiums in excess of the employer's contributions.
In the event payroll deductions for reimbursement accounts are selected and subsequently
stopped due to an eligible family status change, the reactivation of the account will not be
permitted until the next plan year if elected during open enrollment.
FLEXIBLE ALLOTMENTS FOR MISCELLANEOUS EMPLOYEES
Eligible employees are allotted funds based on their bargaining groups. These amounts are
prorated for non-full-time benefited employees. The allotments are as follows:
EMPLOYEE GROUP AMOUNT
Confidential $ 10,176
CVEA $ 9,676
Executive $13,076
MM, MMCF, MMUC, PROF, PRCF, PRUC $10,676
Senior Managers $11,676
WCE $ 10,676
Mavor $13,076
Council Members $13,076
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CITY CONTlRIBUTION FOR SAFETY EMPLOYEES (IAFF and POA)
The City will pay the full cost of the Kaiser Permanente Plan premium for Safety employees and
their dependents. In a non-Kaiser Health Maintenance Organization (HMO) plan, the City will pay
the cost of the annual premium less $600. The employee will pay the $600 premium.
If the employee is enrolling in a non-Kaiser Preferred Provider Organization (PPO) plan, the City
will pay an amount equal to the City's share of the non-Kaiser HMO premium. The employee
through payroll deductions will pay any difference between the City's share of the medical HMO
premium and the full PPO premium cost.
For dental coverage, the City will pay an amount equal to the pre-paid dental plan premium. For
a PPO dental plan, the Safety employee will pay any difference between the pre-paid dental plan
premium and the PPO dental plan premium through payroll deductions.
In those cases where the employee pays a portion of the premiums for medical and/or dental
insurance, they will be deducted from the employee's paycheck on a pre-tax basis. If the City
does not meet IRS requirements, or if IRS regulations change for any reason, this benefit may be
discontinued.
BENEFIT PLANS
Each employee must select a medical insurance coverage, unless married to another City
employee and is covered under the spouse's policy. The Mayor and Councilmembers have the
option to waive medical insurance coverage.
The options in this plan are as follows:
1. Health Insurance (mandatory coverage)
a. Kaiser Permanente Health Plan
b. Aetna Open Access Managed Choice (PPO)
c. Aetna Value Network (HMO)
d. Aetna Full HMO
e. Spouse of City employee coverage
2. Dental Insurance (optional coverage)
a. Delta Care USA (HMO)
b. Delta Dental PPO
3. Vision Insurance (optional coverage)
a. UnitedHealthcare Vision Plan (formerly Spectera Vision)
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4. For Miscellaneous Employees, any remaining Flexible Allotment money may be used
for:
1. Dependent health insurance
2. Employee and/or dependent group dental insurance
3. Employee and/or dependent group vision insurance
4. Cash Payment (taxable)
5. Dental/MedicalNision reimbursement
6. Dependent/Child Care (daycare) reimbursement
Each of these benefits is described in more detail in the Employee Benefits employee booklet and
in the respective Plan Documents or insurance contracts, which are incorporated here by
reference.
BASIC LIFE INSURANCE AND ACCIDENTAL DEATH AND DISMEMBERMENT (AD&D)
The City provides $50,000 group term life insurance and AD&D at no cost to employees.
In addition to basic life insurance, an employee may elect to purchase additional life insurance at
group rates. Premiums are deducted from the employee's paycheck.
FLEXIBLE SPENDING ACCOUNTS
A Flexible Spending Account (FSA) is a way to pay eligible health and dependent care expenses
of employees and their eligible dependents, with tax-free dollars. An eligible employee may set
aside money on a pre-tax basis from the Flexible Allotment and/or from his/her paycheck to fund
FSA accounts as follows:
Miscellaneous Employees:
. Cafeteria Dental/MedicalNision (D/MN) Spending Account;
. Cafeteria Dependent/Child Care Spending Account;
. MyFund Dental/MedicalNision (D/MN) Spending Account; and/or
. MyFund Dependent/Child Care Spending Accounts
Safety Emp/oyees:
. MyFund Dental/MedicalNision (D/MN) Spending Account; and/or
. MyFund Dependent/Child Care Spending Accounts
When the participant incurs an eligible expense, the participant may submit a claim form to
Human Resources for reimbursement. In accordance with IRS Notice 2005-42, deadline for
reimbursement of health and dependent care expenses is extended up to 2)1, months after the
end of the Plan Year. Expenses for qualified benefits incurred during the 2)1, -month grace period
may be reimbursed from the benefits or contributions remaining unused at the end of the Plan
Year. The effect of the grace period is that the participant may have as long as 14 months and 15
days to use the contributions before the unused amounts are forfeited.
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An eligible employee may elect up to $5,000 for a Payroll Deduction (MyFund)
Dental/MedicalNision (D/MN) Spending Account. Single or married (filing a joint return), eligible
employees may also set aside. up to $5,000, from all sources, per plan year for a Payroll
Deduction (MyFund) Dependent /Child Care Reimbursement Account. A married employee filing
returns separately may set aside up to $2,500 per plan year.
HIPAA PRIVACY POLICY FOR HEALTH FSA ACCOUNTS
The City's HIPAA Privacy Policy is in compliance with the regulations of the Health Insurance
Portability and Accountability Act of 1996 (HIPAA), restricting the City's use and disclosure of
protected health information (PHI) obtained from the City's Cafeteria Dental/MedicalNision (DMV)
Care and MyFund Health Flexible Spending Accounts.
CONSTRUCTION
If this Plan contains contradictory provisions or if there appears to be a conflict between its
provisions, the following rules apply:
a. The interpretation that favors the Plan as a tax-free plan over any interpretation that might
render the Plan taxable.
b. Subject to paragraph (a), the rules established by the Supreme Court of California for the
construction of like instruments will apply.
PLAN PARTICIPATION RIGHTS
As a participant in the plan, you are entitled to examine, without charge, at the Plan
Administrator's office all plan documents including insurance contracts; obtain copies of all Plan
Documents (at a reasonable cost) and other Plan information upon request to the Administrator.
PLAN IS NOT AN EMPLOYMENT CONTRACT
This plan document is not a contract of employment. Neither the creation of the Plan nor any
amendment to it gives any legal or equitable right to any person against the employer.
Participation in the Plan does not give any member any right to continued employment.
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PLAN ADMINISTRATOR
The Plan Administrator is the Director of the Human Resources Department or his/her designees.
The address of the Plan Administrator is:
276 Fourth Avenue
Chula Vista, CA 91910
Telephone: (619) 691-5096
PLAN AMENDMENT OR TERMINATION
The City of Chula Vista reserves the right to amend the. Plan from time to time if deemed
necessary or appropriate to meet the requirements of the Internal Revenue Code and any similar
provision of subsequent revenue or other laws or pursuant to negotiations with the Employee
groups; provided that no such modification or amendment shall rnake it possible for any benefit
contributions or payment to be used for, or directed to purposes other than for the exclusive
benefit of participating employees and their beneficiaries under the Plan.
The City reserves the right to discontinue or terminate the Plan at the end of any Plan Year or in
accordance with negotiations with the Employee Groups. Any such amendment, discontinuance
or termination shall be effective on January 1 of any given year or such date that is agreed upon
by the City and Employee Groups. No amendment, discontinuance or termination shall allow the
return of funds to the City or the use of any funds for any purpose other than for the exclusive
benefit or participating employees and their beneficiaries.
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RESOLUTION NO. 2009-
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CHULA VISTA ADOPTING THE REVISED CAFETERlA
BENEFITS PLAN FOR 2009
WHEREAS, on February 4, 2009, President Barack Obarna signed into law the
Children's Health Insurance Program Reauthorization Act of 2009, which extends and expands
the State Children's Health Insurance Program (SCHIP); and
WHEREAS, this new law provides additional special enrollment rights to employees and
their dependents covered in the City's group health plan; and
WHEREAS, the Internal Revenue Code requires employers to include this coverage
change in their Summary Plan Document (SPD); and
WHEREAS, on December 16, 2009, Council approved the City of Chula Vista 2009
Cafeteria Benefits Plan, also known as the SPD; and
WHEREAS, this SPD contains City employees' Flexible Benefits coverage including
medical, dental, vision, life and flexible spending account options for Plan Year 2009; and
WHEREAS, our current Flexible Benefits Plan allows benefited employees and their
dependents to enroll in a group health plan coverage when they are first eligible to participate or
during open enrollment period; and
WHEREAS, pursuant to Health Insurance Portability Act of 1996, employees are also
given special enrollment opportunities during the year for qualified change in family status; and
WHEREAS, employees have 30 days from the qualified event to request change of
coverage; and
WHEREAS, this new law requires the City to permit eligible employees and dependents
to request enrollment within 60 days in either the following situations:
. Enroll employee or dependent under the City health plan if they lose their
eligibility from Medicaid plan or an SCHIP plan.
. Drop dependent from City health plan if the dependent becomes eligible for a
premium assistance subsidy under Medicaid or SCHIP.; and
WHEREAS, these new special enrollments are effective April l, 2009; and
WHEREAS, the special enrollment period will remain at 30 days where the loss of coverage
is other than the special enrollment situations listed above.
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Resolution No. 2009-
Page 2
NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Chula
Vista does hereby adopt the revised Cafeteria Benefits Plan for 2009.
Presented by
Approved as to form by
Kelley Bacon
Director of Human Resources
~--:~ 1:>(''''71(
Bart C. Miesfeld
City Attorney
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