· TRUSTEES Greg Elder, Evergreen Middle School Teacher Susan Lindsey, Jackson Elementary Teacher Adam Goldstein, UniServ Director Jeff Moore, Executive Director Finance and Business Services Molly Ringo, 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 Gail Buquicchio – Wellness Coordinator Debbie Kovacs –Executive Director Human Resources Randi Seaberg –Director Human Resources Beverly Rogers – Payroll Manager Vickie Loyola – Payroll Technician Cris Bosket – Benefits Technician Stephanie North – Benefits Technician
· THIRD PARTY ADMINISTRATORS, CONSULTANTS AND ADVISORS Attorney Stoel Rives – Melanie Curtice, Howard Bye
Auditors Toyer, Dietrich & Associates – Bruce Dietrich
Benefits Consultant Mercer Health & Benefits – Sean White (Principal and Client Relationship Manager), Aanya Lee (Senior Associate), and Jonathan Ko (Actuarial Analyst)
Insurance Fiduciary Liability Insurance – March U.S. Consumer underwritten by Chubb Group
· FINANCIAL MANAGEMENT Bank – Investments US Bank in Portland Bank – Checking Union Bank in Seattle Investment Consultant Hyas Group, Jayson Davidson Investment Manager Becker Capital Management, Inc.
· BASIC BENEFITS Medical (includes prescription) United Health Care 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 OptumRX
Dental
Washington Dental Service 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 Add medical/dental coverage for spouse/partner/family 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—Gail Buquicchio – 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 $768 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 (prorated) 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, 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 ($66.64 per month per FTE) each month. These funds do not flow through the Trust.