Montana University System
Inter-Unit Benefits Committee Meeting
Minutes of Meeting


Date: March 8, 2001
Location: 2500 Broadway, Helena, Montana

MEMBERS PRESENT:
Don Mathe - MSU-Bozeman
Maggie Peterson - MT Tech-UM
Susie Wortman - WDCL-MSLA
Susan Briggs - WMC-UM
Norma Tatarka - MSU-Retiree
Sue Hill - OCHE
Vicky Whitney - MSU-Bozeman
Michael Brown - UM-Missoula
Terri Gruba - UM-Missoula
Michael Franisconi - WMC-UM
Chuck Jensen - Helena COT-UM
Jim Handley - MT Tech-UM
Vicki Miller - MSU COT-Billings
Kevin Turner - AFSCME
Terry Leishman - IUOE
Tom Schneider - MPEA
Kathy Haggart - MSU COT-Great Falls
Kathy Crego - UM-Missoula
Margaret Meggs - MSU-Northern
Ken Emerson - MSU Retiree
Deborah Peters - MSU-Billings

MEMBERS ABSENT:
Lars Erickson - Carpenters
Don Herzog - IBEW
Susan Alt - MSU Bozeman

OTHERS PRESENT:
Glen Leavitt - OCHE Jerry Hayes - New West Health Services
Kerri Marx - MSU-Bozeman Jeff Ireland - New West Health Services
Kirk Keller - MSU-Bozeman Lauretta Drean - New West Health Services
Jill Young - UM-Missoula Meg Lewis - New West Health Services
Richard Miltenberger - Blue Cross/Blue Shield Carolyn Miller - Montana Public Employees Retirement
Ellen Feaver - Employee Benefit Resources
Allison Justman - UTU-Missoula
Kris Jones - Buck Consultants
Rita Garland - UM-Missoula
PJ Rismon-Beckley - FVCC
Diana Schramm - OCHE
Linda Ryckman - OCHE
Dorothy Seymour - WMC-UM
Jolynn Yerger - MSU-Billings
Quint Nyman - MPEA
Julie Taylor - APS Healthcare
Kathy Samson - MPERA


Minutes of March 8, 2001

Chairman Mike Brown called the meeting to order at 10:00a.m.

I. Call to Order

2. Introductions

3. Update on new Defined Benefit Retirement Plan - Kathy Samson

Kathy gave an overview of the defined contribution plan implementation. The process started with the July 1999 PERA release of the RFP for the DC consulting services and establishing a 13 person Employee Investment Advisory Council. The Council is now writing the plan documents and finalizing the contracts. The education begins mid-April of this year with Phase 1 - Employer Workshops. The employee education "campaign" will begin late fall 2001. Employees will have one year to decide which option to choose. The program implementation date is July 1, 2003.

4. APS Employee Assistance Program Report - Julie Taylor

APS Healthcare offers support to Montana University System's faculty/staff and family members. This includes face-to-face counseling with master-level, licensed professional therapists for up to six sessions per issue. On-campus office appointments are available in Missoula and Bozeman and off campus office appointments are available at all campuses. APS Healthcare offers training seminars, supervisor consultations, and is now able to help employees with legal and financial consultation services. The cost for these services is $2.05 per employee per month.

5. Director's Report - Glen Leavitt

Legislative report - HB63 adds a disability benefit to the defined contribution retirement plan. However, because the MUS already has a long term disability plan, this is unnecessary.
HB 97 is a housekeeping bill that revises the TRS laws.

HB 116 revises the defined contribution plan. One of the changes would reduce the vesting period from 5 (five) years to 1 (one). This has been amended back to 5 (five) years.
HB 294 is the GABA bill. This is the guaranteed annual benefit adjustment for PERS and TRS retirees. It raises the GABA to 3% for PERS retirees and allows TRS to raise their GABA to 3 % over a period of years.

SB 37 increases the post retirement hours for PERS retirees that can be worked from 640 to 960.
SB 51 is the VEBA bill (voluntary employee benefit association). This allows employees to request that their employer establish a VEBA into which the employees can put 25% of their sick leave to either cash out on an annual basis and use for medical expenses, or hold onto like an investment until retirement. The employee can rollover into the VEBA only any sick leave over 240 hours.
SB 441 is a bill that assesses the premiums of existing benefit plans, mainly the MUS and State plans, to pay for a program that covers uninsurable people. The cost to the university system would have been $300,000. This bill is now going to be studied for the next two years to see how the program will be funded.

SB 306 raises the PERS payout for employees who have 25 or more years of membership service to a calculation of 1 over 50 instead of 1 over 56.

SB 412 provides an antitrust exemption for physicians who could then band together and bargain as a
group with health plans. This bill appears to be dead.
SB 414 - dead
SB 415 - dead
HB 355 - dead
HB 406 is a bill on diabetic insurance coverage that may pass.
HB 13 is the pay bill and is scheduled for it's first hearing on March 12. This bill includes the $30.00 per month increase in employer contribution for insurance.

Glen reported that the State Employee Advisory Council met earlier this week and reported a 5.8 million dollar loss for the last plan year ending December 31, 2000. Their projection for this year is a 5.6 million dollar loss.

The State by design has been spending down its reserve, but now for the next few years the State will be increasing dependent and employee premiums.

Glen reported the MUS plan will be down about $600,000 in operations, but adding in the $500,000 in interest on the accounts, the plan is about breaking even. Using inflation rates confirmed by Buck Consultants of 10% for medical and 20% for prescription drugs, and adding in suggested premium increases and other changes to the plan, Glen projected about $205,000 surplus for next year (see below).

6. Plan Change and Premium Change Discussion

Glen reported on a ruling by the EEOC stating if a plan covered preventive services for birth control, then it was gender discrimination not to cover all contraceptive devices for woman. This would mean that all methods of birth control would come under a Federal mandate. MUS plan already covers most contraceptive devices, but adding the others would cost an additional $30,000 per year. This issue will be referred to the plan change committee.

MSU plan currently covers 15 visits each for acupuncture and chiropractor visits at $25.00 per visit. Naturopath benefits could be combined with those services. Increasing the visits for all three services to 25 per year would cost the plan approximately $42,000.

The prescription drug changes include increasing the out-of-pocket from $500 to $600, and increasing the Network costs to $10 for generic, $25.00 for multi source/non preferred brand, $15.00 for single source/preferred brand drugs. The corresponding Mail order prices would be $15.00, $50.00 and $30.00. These changes would save the plan $936,242.

There is no increase in out-of-pocket for single employees on the health insurance plan. But a 4.18% increase on the $350 deductible plan; a 4.35% increase on the $500 deductible; a 9.57% increase on retirees under age 65, and 15.85% increase for retirees 65 and older generates a savings of $987,000 for the plan. These two options save close to the two million dollars the plan needs for next year's funding.

7. Caucus

8. Motions

Motion: The motion was made and seconded to not make any changes for contraceptive coverage to the plan at this time.

Action: The motion carried with one opposed.

Motion: The motion was made and seconded to add naturopath to the acupuncture and chiropractor benefit with a limit of 15 visits overall at $25.00 per visit per plan year.
An amendment to the motion was made and seconded to change the number of visits from 15 to 17 per plan year.

A roll call vote was taken.
MONTANA TECH
Maggie Peterson: Yes
Jim Handley: Yes

MSU-BILLINGS
Deborah Peters: Yes
Vicki Miller: Yes

MSU-NORTHERN
Margaret Meggs: Yes

HELENA COLLEGE OF TECHNOLOGY
Chuck Jensen: No

UNIVERSITY OF MONTANA
Terri Gruba: No
Mike Brown: No
Kathy Crego: No

MONTANA STATE UNIVERSITY
Susan Alt: No
Don Mathre: No
Vicki Whitney: Yes

WESTERN MONTANA COLLEGE
Susan Briggs: Yes
Michael Francisconi: Yes

MSU COT GREAT FALLS
Kathy Haggart: No

COMMISSIONER'S OFFICE
Sue Hill: No

MSU RETIREE
Ken Emerson: Yes

OPERATING ENGINEERS
Terry Leishman: No

IBEW
Don Herzog: Absent (no by proxy)

CARPENTERS
Lars Ericson: Absent

AFCSME
Kevin Turner: Yes

LABORERS
Susie Wortman: Yes

MPEA
Tom Schneider: No
Norma Tatarka: No

ACTION: The vote was: 11 yes; 12 no; 1 absent; the motion failed.


Motion: The motion was made and seconded to add naturopath to the acupuncture and chiropractor benefit with a limit of 15 visits overall at $25.00 per visit per plan year.

ACTION: The motion carried.

Motion: The motion was made and seconded to adopt option two in the prescription drug plan changes as recommended by the Director of Benefits, Glen Leavitt.

ACTION: The motion carried.

Motion: The motion was made and seconded to accept the first page on health care plan premiums increase for dependents as presented by the Director of Benefits, but, that there be no increase on single employees.

ACTION: The motion carried, two opposed.


9. Other Business

Kris Jones of Buck Consultants will send information on the prescription drug formulary to Glen for distribution to the committee.

Montana Association of Health Care Purchasers has an RFP out for pharmacy services. The responses are due back on March 9, 2001. The responses will be reviewed on March 15 and the interviews will be held on April 5. (Since changed to April 9)

Glen will distribute New West and the CHO rates to the committee members by E-mail.


Motion: The motion was made and seconded to empower Glen to make the necessary decision regarding these rates.

ACTION: The motion carried.


10. Next Meeting Date

The next meeting of the IUBC will be the fall workshop. Any suggestions as to where to hold the workshop are welcome.

The motion was made to replace Lars Ericson who has missed the last three IUBC meetings. A replacement name will be given to Mike Brown and Glen Leavitt prior to the next meeting.

Motion: The motion was made and seconded to adjourn the meeting.

ACTION: The motion carried.