· TRUSTEES Greg Elder, Evergreen Middle School Teacher Larry Fleckenstein, Assistant Superintendent Teaching and Learning Adam Goldstein, UniServ Director Susan Lindsey, Jackson Elementary Teacher Jeff Moore, Executive Director Finance and Business Services Kelly Shepherd, Principal, Sequoia High School
· STAFF Darla Van Duren, Trust Administrator – District Accountant Kellee Newcomb, Trust Recorder – Executive Staff Assistant Shelly Henderson – Wellness Coordinator Debbie Kovacs –Executive Director Human Resources Randi Seaberg –Director Human Resources Gayla Jenner – Payroll Director Cris Bosket – Benefits Technician Angela Erickson – Benefits Technician
· THIRD PARTY ADMINISTRATORS, CONSULTANTS AND ADVISORS Attorney Perkins Coie – Melanie Curtice
Auditors Toyer, Dietrich & Associates – Bruce Dietrich
Benefits Consultant Mercer Health & Benefits – Sean White (Principal and Client Relationship Manager), Katy Rebar, and Nick Albert (Senior Actuarial Analyst)
Insurance Fiduciary Liability Insurance – Marsh U.S. Consumer underwritten by Chubb Group
· FINANCIAL MANAGEMENT Bank – Investments US Bank Bank – Checking Union Bank Investment Consultant Hyas Group, Jayson Davidson Investment Manager Becker Capital Management, Inc.
· BASIC BENEFITS Medical (includes prescription) Aetna Group Health Cooperative HMO (Health Maintenance Organization) Coverage is available for all eligible employees with a benefit FTE of .333 and above, spouse and their dependents up to age 26.
Prescriptions included with above Aetna RX
Dental
WEA—Washington Dental Service WEA—Willamette Dental Plan
Vision MetLife
Long Term Disability MetLife
Life Insurance MetLife
Accidental Death and Dismemberment Plan MetLife
Employee Assistance Program Magellan Behavior
· OPTIONAL BENEFITS—Paid by Employee Additional Optional Life Insurance Voluntary Short Term Disability Insurance (Salary Insurance) – MetLife Long Term Care Plan – Unum
· BENEFITS MANAGED BY THE DISTRICT (not by the ESEBT) Flexible Spending Accounts (FSAs – Dependent Care & Health Care) Tax Sheltered Annuity Plan Health Savings Accounts (HSA)
· EXTERNAL SUPPORT Tobacco cessation Alere Wellbeing (Quit for Life program)
Weight Watchers
· INTERNAL SUPPORT Wellness Program: Health risk assessment, lifestyle coaching & web portal administration—Shelly Henderson – Wellness Coordinator
· TRUST FINANCES The Trust’s fiscal year = July 1 to June 30
Cash Flow into the Trust:
· The state pays an allocation to the district of approximately $780 per month per FTE (per S275) for health care, and the district provides this entire amount to the Trust each month. In addition, the district provides the Trust with $780 per FTE for all employees the state does not include in their calculations. The district also pays for those employees with less than .333 FTE and employees that do not elect to have health benefits through the Trust. The net result is the district pays the Trust approximately $780 (prorated) per FTE for all employees of the district. · The district provides the entire amount ($780 per month per FTE) to the Trust each month. · Employees pay (through payroll deductions) approved amounts into the Trust each month for plan and options chosen. Generally, employer contributions for Group Health and WEA plans are more than the actual costs, and employee contributions are less than the actual costs for the plans.
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· The district pays the retiree subsidy (“carve out”) required by the state directly to the Health Care Authority ($65.25 per month per FTE) each month. These funds do not flow through the Trust.