· TRUSTEES Greg Elder – Teacher Evergreen Middle School Michael Gunn – Executive Director Facilities & Planning Susan Lindsey, Chairperson – Jackson Elementary Teacher Jared Kink – President Everett Education Association Molly Ringo – Chairperson – Assistant Superintendent Teaching and Learning Kelly Shepherd - Principal, Sequoia High School
· STAFF Darla Van Duren, Trust Administrator – District Accountant Kellee Newcomb, Trust Recorder – Executive Staff Assistant Lynn Evans –Executive Director Human Resources Randi Seaberg –Director Human Resources Beverly Rogers – Payroll Manager Vickie Loyola – Payroll Technician Arlene Vollema-Rich – Benefits Technician Cris Bosket – Benefits Technician Gail Buquicchio – Wellness Coordinator
· THIRD PARTY ADMINISTRATORS, CONSULTANTS AND ADVISORS Attorney Stoel Rives – Melanie Curtice, Howard Bye
Auditors Toyer, Dietrich & Associates – Bruce Dietrich
Benefits Consultant Mercer Human Resources Consulting – Sean White (Principal and Client Relationship Manager), Aanya Lee (Associate Consultant), and Liz Abersold (Financial Analyst)
Insurance Stop Loss Insurance – SunLife Fiduciary Insurance – Chubb Group
· FINANCIAL MANAGEMENT Bank Union Bank of California
Investment Consultant Hyas Group, Jayson Davidson
Investment Manager Becker and Associates
· BASIC BENEFITS Medical (includes prescription and vision) Premera Blue Cross (WEA Plans) Group Health Cooperative HMO (Health Maintenance Organization) Vision coverage is available for all eligible employees with a benefit FTE of .330 and above, spouse and their dependents up to age 26.
Prescriptions included with above Medco (mail order)
Dental
Washington Dental Service Willamette Dental Plan
Long Term Disability Standard Insurance Company
Life Insurance MetLife
Accidental Death and Dismemberment Plan MetLife
Employee Assistance Program Magellan Health Services
· OPTIONAL BENEFITS—Paid by Employee Additional Optional Life Insurance Add medical/dental coverage for spouse/partner/family Voluntary Short Term Disability Insurance (Salary Insurance) – Standard Insurance Co. 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 US Savings Bonds
· EXTERNAL SUPPORT Tobacco cessation Free & Clear
Mind & Body Program Weight Watchers
Home visits Carena Urgent Care
· INTERNAL SUPPORT Wellness Program: Health risk assessment, lifestyle coaching & web portal administration—Gail Buquicchio – Wellness Coordinator Health/Force & Wellsource Health Solutions
· 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 $768 (2012-13) 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 $768 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 $768 per FTE for all employees of the district. · The district provides the entire amount ($768 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, employee 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 ($65.17 per month per FTE) each month. These funds do not flow through the Trust.