1. Ø TRUSTEES
    2. Ø STAFF
    3. Ø THIRD PARTY ADMINISTRATORS, CONSULTANTS AND ADVISORS
    4. Ø FINANCIAL MANAGEMENT
    5. Ø OPTIONAL BENEFITS—Paid by Employee
    6. Ø BENEFITS MANAGED BY THE DISTRICT (not by the ESEBT)
    7. Ø EXTERNAL SUPPORT
    8. Ø INTERNAL SUPPORT
    9. Ø TRUST FINANCES


    Everett School Employee Benefit Trust

    2009-2010 Overview


     

     

     



    Ø TRUSTEES


     

    Michael Gunn – Executive Director Facilities & Planning

    David Jones, Secretary – Cedar Wood Elementary Principal

    Susan Lindsey, Chairperson – Jackson Elementary Teacher

    John Morrill – Pilchuck Uniserv Council

    Molly Ringo – Executive Director K-12 Education, Area 2

    Betsy Selders – Whittier Elementary Teacher

     



    Ø 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

    Rene Boswell – Benefits Technician

    Gail Buquicchio – Wellness Coordinator

     



    Ø THIRD PARTY ADMINISTRATORS, CONSULTANTS AND ADVISORS


     

    Attorney

    Stoel Rives – Melanie Curtice, Howard Bye

     

    Auditors

    Toyer & Associates – Richard Toyer, Heather Schneider

     

    Benefits Consultant

    Mercer Human Resources Consulting – Tom Pursley (partner), Sean White (client manager), Janice Heller (financial analyst)

     

    Insurance

    Stop Loss Insurance – SunLife

    Fiduciary Insurance – Chubb Group

     



    Ø FINANCIAL MANAGEMENT


     

    Bank

    Union Bank of California

     

    Investment Consultant

    Hyas Group, Jayson Davidson

     
    Investment Manager
    Becker and Associates
    Ø BASIC BENEFITS


     

    Medical (includes prescription and vision)

    PPO Plan 1 – Administered by HMA (HealthCare Management Administrators)

    PPO Plan 2 – Administered by HMA

    PPO Plan 3 – Administered by HMA

    Group Health Cooperative HMO (Health Maintenance Organization)

    PacifiCare MCO (Managed Care Option)

     
    Prescriptions included with above


    ESI (Express Scripts Inc) for PPO subscribers

    Walgreen HealthCare Plus – mail order for PPO subscribers

    Prescription Solutions for PacifiCare subscribers

     

    Dental
    Washington Dental Service
    Willamette Dental Plan
     


    Long Term Disability

    Standard Insurance Co

     

    Life Insurance

    MetLife

     

    Accidental Death and Dismemberment Plan

    MetLife

     

    Employee Assistance Program

    Magellan Behavioral Health

     

    Nurse access care line

    Magellan

     



    Ø 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

     



    Ø BENEFITS MANAGED BY THE DISTRICT (not by the ESEBT)


     

    Flexible Spending Accounts (FSAs – Dependent Care & Health Care)

    Tax Sheltered Annuity Plan

    US Savings Bonds





    Ø EXTERNAL SUPPORT

     

    Tobacco cessation

    Free & Clear

     

    Weight management

    Sound Health Solutions

     

    Home visits

    Carena Urgent Care

     



    Ø INTERNAL SUPPORT


     

    Wellness Program: Health risk assessment, lifestyle coaching & web portal administration—Gail Buquicchio – Wellness Coordinator

    Health/Force & Wellsource Health Solutions

     



    Ø 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 $732 (08-09) 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 $732 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 $732 per FTE for all employees of the District.


     
    · The District provides the entire amount ($732 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 PacifiCare plans are more than the actual costs, and employee contributions are less than the actual costs for the PPO plans.


     

    In addition, per the collective bargaining agreement with the EEA:

     
    · The District contributed $750,000 in 08-09.


     
    · The District pays the retiree subsidy (“carve out”) required by the State directly to the Health Care Authority ($60.40 per month per FTE) each month. These funds do not flow through the Trust.


     
    · Trust is annually audited by Toyer and Associates.


     
    · Trust is bi-annually audited by the State of Washington – Office of Financial Management.

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    02/25/21