HomeMy WebLinkAbout2018-171Flo & B4 (e 0 V
An Independent Licensee of the
Blue Cross and Blue Shield Association
Sales Representative:
Broker:
TPA:
Provider Network(s):
Utilization Review Vendor(s):
Specific Deductible (per Covered Individual)
Policy Year Maximum Specific Benefit
Lifetime Maximum Specific Benefit
Covered Benefits
Specific Premium
Composite Rate
Total Lives
Estimated Contract Specific Premium
Contract Aggregating Specific Loss Fund
Contract Basis
Commission
STOP LOSS PROPOSAL FOR
Indian River County Board of County Comm
George Eppl Effective Date: 10/01/2018
Lockton Companies LLC Through Date: 09/30/2019
Florida Blue
Florida Blue
Florida Blue
$300,000
$300,000
$350,000
$300,000
Inforce
Unlimited
Unlimited
Unlimited
Inforce
Unlimited
Unlimited
Unlimited
Med, Rx Card
Med, Rx Card
Med, Rx Card
Med, Rx Card
1,641 $23.87
$28.19
$22.81
$30.14
1,641 _
Policy Year Maximum
$1,000,000
$1,000,000
$470,048
$555,117
$449,175
$593,517
$148,750
$148,750
$148,750
$100,000
48/12
60/12
60/12
60/12
0.00%
0.00%
0.00%
0.00%
Covered Benefits
Med, Rx Card
Med, Rx Card
Med, Rx Card
Med, Rx Card
Policy Year Maximum
$1,000,000
$1,000,000
$1,000,000
$1,000,000
Aggregate Factors
0.00%
_
Total Combined Estimated Contract Premium
$498,995
$587,215
Composite Med & Rx Card Factor 1,641
_$1,082.41
$1,165.75
$1,172.74
$1,165.75
Estimated Contract Attachment Point 1,641
$21,314,818
$22,955,949
$23,093,596
$22,955,949
Estimated Contract Minimum Attachment Point (100%)
$21,314,818
$22,955,949
$23,093,596
$22,9.55,949
Aggregate Corridor
125%
125%
125%
125%
Contract Basis
48/12
60/12
60/12
60/12
Aggregate Premium
Composite Rate 1,641
$1.47
$1.63
$1.68
Estimated Contract Aggregate Premium 1,641
$28,947
$32,098
$33,083
Commission
0.00%
0.00%
0.00%
_
Total Combined Estimated Contract Premium
$498,995
$587,215
$482,257
Note: This proposal is not complete unless accompanied by the proposal notes and the basis of offer noted on the following pages
Individual Special Requirements:
$1.63
$32,098
0.00%
$625,615
Underwriter: REB (August 30, 2018) 10554202426-2018-546579-2-2 Page 1 of 6
florin Flue 0 9
An Independent Licensee of the
Blue Cross and Blue Shield Association
PROPOSAL NOTES
STOP LOSS PROPOSAL FOR
Indian River County Board of County Comm
The rates and factors in this proposal are firm. Please provide a signed proposal.
• Large claim data must be submitted for any claims that are at or have the likelihood to exceed 50% of the group specific deductible. Large claim
data must include: age, sex, diagnosis, prognosis, treatment plan, case management notes (if applicable), Pre -Cert and paid/pended claims.
• The Estimated Contract Attachment Point includes the Aggregate Corridor level as shown. To determine Estimated Expected Claims, you may
divide the Attachment Point or Attachment factors by the corridor level.
The specific rates in this proposal are based on an aggregating specific arrangement. Total Specific Liability includes estimated contract specific
premium and the aggregating specific fund.
• Human Organ Transplant benefits are payable in accordance with the underlying plan and are subject to the proposed Lifetime Maximum Specific
Benefit offered within this proposal.
• The Specific rates are guaranteed not to increase by more than 50% at the next renewal. The second year rate can be adjusted if changes result
in the following: underlying plan document, our stop loss contract provisions, PPO Network or Claim Administrator.
PROPOSAL ACCEPTANCE
Leave of Absence (LOA) Policy for eligible employees is: Days or Weeks or v Other and it is to be applied once per plan
year per member and only after FMLA allowance is exhausted. Leave Of Absence allowance need not be used in consecutive days, but total time
not actively at work during the plan year as a whole must not exceed the above outlined allowance plus the 90 day FMLA allowance.
In the absence of Leave of Absence language in the group plan document, the above will be considered as the LOA policy as it relates to Stop Loss
Eligibility and continuation of coverage only. Any subsequent changes must be approved by Florida Blue at least 30 days in advance of the effective
date of the change. Failure to notify Florida Blue of your company's policy changes for Leave of Absence may result in a possible Stop Loss claim
denial. Upon exhaustion of LOA benefits as described above, to continue Stop Loss eligibility members must be offered COBRA as outlined in the
"Continuation of Coverage Under Cobra" section in your Group Benefit Book. All other eligibility requirements beyond the LOA allowance described
here are outlined in the Group Benefit Book and apply to the Stop Loss in their entirety.
Please acknowledge acceptance of the terms in this proposal by signing and returning by 09/14/2018 (no signed proposal will be accepted after the
effective date). Please also indicate which option is chosen and whether Aggregate is to be included, by checking the appropriate boxes on the
previous page. Failure to remit the signed agreemegl Within the same period will result in updated large claim disclosure (and claims) being required
for our review. All payments after the effective `Bbf if;ptieyz found on the previous page, must use the rates selected. Any deviation from the
rates specified could result in an underpayp*et a to a p0 Ible policy cancellation.
Signature: �C.J '.T e: C r,a i rman
'Peter D. O'Brvan=F2 ,UFJ7Y,�;��-\o+♦+
Accepted on the 11th day ofSeptembei�20 18
ATTEST: Jeffrey R. Smith, Clerk of
and Conrptr ler'
BY: C 1
put)Clerk
APPROVED AS TO FORM
Court ANISL.EG;,I�L SUFFIOI NOY
BY
DYLAN REINGOLD
OCUNTY ATTORNEY
Underwriter: REB (August 30, 2018) 10554202426-2018-546579-2-2 Page 2 of 6
Florida B4?e 0 d
An Independent Licensee of the
Blue Cross and Blue Shield Association
Sales Representative:
Broker:
TPA:
Provider Network(s):
Utilization Review Vendor(s):
Specific Deductible (per Covered Individual)
Policy Year Maximum Specific Benefit
Lifetime Maximum Specific Benefit
Covered Benefits
Specific Premium
Composite Rate
Total Lives
Estimated Contract Specific Premium
Contract Aggregating Specific Loss Fund
Contract Basis
Commission
George Eppl
$418,652
Lockton Companies LLC
Florida Blue
60/12
Florida Blue
0.00%
Florida Blue
$1,172.74
Lives
Option
$23,093,596
$350,000
$22,955,949
Unlimited
125%
Unlimited
125%
Med, Rx Card
1,641
$24.31
1,641
$478,713
$100,000
60/12
0.00%
Covered Benefits
Policy Year Maximum
Aggregate Factors
Composite Med & Rx Card Factor 1,641
Estimated Contract Attachment Point 1,641
Estimated Contract Minimum Attachment Point (100%)
Aggregate Corridor
Contract Basis
Aggregate Premium
STOP LOSS PROPOSAL FOR
Indian River County Board of County Comm
$300,000
Unlimited
Unlimited
Med, Rx Card
Effective Date: 10/01/2018
Through Date: 09/30/2019
$350,000
Unlimited
Unlimited
Med, Rx Card
$26.44 $21.26
$520,656
$418,652
$2.0.0,000
$200,000
60/12
60/12
0.00%
0.00%
Med, Rx Card
Med, Rx Card
Med, Rx Card
$1,000,000
$1,000,000
$1,000,000
$1,172.74
$1,165.75
$1,172.74
$23,093,596 i_
$22,955,949
$23,093,596
$23,093,596
$22,955,949
$23,093,596
125%
125%
125%
60/12
60/12
60/12
Composite Rate 1,641
$1.68
$1.63
$1.68
Estimated Contract Aggregate Premium 1,641
$33,083
$32,098
$33,083
Commission
0.00%
0.00%
0.00%
Total Combined Estimated Contract Premium
$511,795
$552,754
$451,734
Note: This proposal is not complete unless accompanied by the proposal notes and the basis of offer noted on the following pages
Individual Special Requirements:
Underwriter: REB (August 30. 2018) 10554202426-2018-546579-2-2 Page 3 of 6
FlIi_Pu441& B&C 0 V
An Independent Licensee of the
Blue Cross and Blue Shield Association
PROPOSAL NOTES (For Option 3 - 5)
• The rates and factors in this proposal are firm. Please provide a signed proposal.
STOP LOSS PROPOSAL FOR
Indian River County Board of County Comm
Large claim data must be submitted for any claims that are at or have the likelihood to exceed 50% of the group specific deductible. Large claim
data must include: age, sex, diagnosis, prognosis, treatment plan, case management notes (if applicable), Pre -Cert and paid/pended claims.
The Estimated Contract Attachment Point includes the Aggregate Corridor level as shown. To determine Estimated Expected Claims, you may
divide the Attachment Point or Attachment factors by the corridor level.
• The specific rates in this proposal are based on an aggregating specific arrangement. Total Specific Liability includes estimated contract specific
premium and the aggregating specific fund.
Human Organ Transplant benefits are payable in accordance with the underlying plan and are subject to the proposed Lifetime Maximum Specific
Benefit offered within this proposal.
The Specific rates are guaranteed not to increase by more than 50% at the next renewal. The second year rate can be adjusted if changes result
in the following: underlying plan document, our stop loss contract provisions, PPO Network or Claim Administrator,
PROPOSAL ACCEPTANCE
Leave of Absence (LOA) Policy for eligible employees is: Days or Weeks or Other and it is to be applied once per plan
year per member and only after FMLA allowance is exhausted. Leave Of Absence allowance need not be used in consecutive days, but total time
not actively at work during the plan year as a whole must not exceed the above outlined allowance plus the 90 day FMLA allowance.
In the absence of Leave of Absence language in the group plan document, the above will be considered as the LOA policy as it relates to Stop Loss
Eligibility and continuation of coverage only. Any subsequent changes must be approved by Florida Blue at least 30 days in advance of the effective
date of the change. Failure to notify Florida Blue of your company's policy changes for Leave of Absence may result in a possible Stop Loss claim
denial. Upon exhaustion of LOA benefits as described above, to continue Stop Loss eligibility members must be offered COBRA as outlined in the
"Continuation of Coverage Under Cobra" section in your Group Benefit Book. All other eligibility requirements beyond the LOA allowance described
here are outlined in the Group Benefit Book and apply to the Stop Loss in their entirety.
Please acknowledge acceptance of the terms in this proposal by signing and returning by 09/14/2018 (no signed proposal will be accepted after the
effective date). Please also indicate which option is chosen and whether Aggregate is to be included, by checking the appropriate boxes on the
previous page. Failure to remit the signed agreement within the same period will result in updated large claim disclosure (and claims) being required
for our review. All payments after the effective date of this policy, found on the previous page, must use the rates selected. Any deviation from the
rates specified could result in an underpayment leading to a possible policy cancellation.
Signature: /v
Accepted on the
day of , 20
Title:
Underwriter: REB (August 30, 2018) 10554202426-2018-546579-2-2 Page 4 of 6
An Independent Licensee of the
Blue Cross and Blue Shield Association
BASIS OF OFFER
Assumptions
• Aggregate coverage is only available when purchased with Specific coverage.
STOP LOSS PROPOSAL FOR
Indian River County Board of County Comm
initials 6date:9A24,
• This proposal is subject to revision if there is a change in effective or renewal dates, or a change in the plan of benefits.
• This proposal is based on the utilization of the Provider Network(s) and the Utilization Review Vendors) listed on this proposal.
• This proposal assumes a minimum participation level of 75% applies for all eligible enrollees under a contributory plan, and 100% under a non-
contributory plan.
• This proposal assumes the plan of benefits includes a pre -certification, utilization review and large case management program.
• This proposal is based on a description of the employee benefit plan(s) provided and approved by Florida Blue, employee and dependent census
data, plus any other information relevant to the underwriting risk. If any of the information was incorrect or changes the risk involved, the rates and
factors will be modified, and the specific and aggregate claims will be adjusted accordingly.
• Surcharges (including the bad debt and charity surcharge portion of the New York Reform Act applicable to services are rendered in New York
State), pool charges, and/or covered lives assessments may be covered under the stop loss policy if such charges are considered a claim cost.
Florida Blue is not responsible for the filing, and/or payment of any assessment for which Florida Blue is not directly liable including but not limited
to the New Hampshire Vaccine Assessment as modified by NH HB 664.
• All standard Policy provisions apply. The laws of the state where the policy is issued will apply. Certain exclusions and limitations may apply.
• Retirees are included in the stop loss coverage.
• This proposal will expire on the proposed effective date.
The dollar value of the minimum attachment point shown above is representative. The actual value of the minimum attachment point will be
calculated according to the terms of the stop loss policy.
• Unless otherwise limited or excluded by the stop loss policy or under the Individual Special Requirements, eligible claim expenses under the stop
loss policy will follow the covered underlying plan, up to the proposed Specific Benefit Maximum.
• The Agent is properly licensed and appointed by Florida Blue.
The initial rates are guaranteed for the proposed policy period unless otherwise noted.
• There are not more than 15% COBRA participants.
Qualifications
Any stop loss insurance requested and requested effective date of that coverage must be approved by us under our current rules and practices.
• Both the premium rates and the aggregate factors are subject to change should the number of employees change by 10% or more, either in total
and/or by single/family mix.
If the descriptions of the benefits or plan provisions differ from what was initially utilized to underwrite the risk, an updated Plan Document or other
acceptable plan description is required within 30 days of the proposed effective date, and the premium rates and aggregate factors may be
subject to re -rating, retro -active to the effective date.
Quote assumes the Plan Document will include traditional industry provisions and definitions including, but not limited to the following: eligibility,
HIPAA, termination provisions, extension for leave of absence or disability, FMtA, subrogation, transplants, COB, exclusions for job related
injuries, experimental and cosmetic treatment, usual and customary charges, war, not medically necessary, traveling outside of the U.S. solely for
the purpose of receiving medical care. In the event that a Plan Document is not available within 30 days from the proposed effective date, we
reserve the right to issue the Policy assuming standard exclusions will apply.
HIPAA Privacy rules permit the release of Protected Health Information (PHI) for the purpose of evaluating and accepting risk associated with the
Plan Sponsor as part of "Health care operations". Florida Blue will use this information solely for the purpose of evaluating and accepting the risk
and will not disclose any PHI collected except to perform this risk evaluation.
Coverage is underwritten by Florida Blue, Jacksonville. FL and is administered by HM Lite Insurance Company. Pittsburgh, PA. HM Lite insurance
Company is an independent company providing only administrative services.
Underwriter: REB (August 30. 2018) 10554202426-2018-546579-2-2 Page 5 of 6
Florin B&M 0 d
An Independent Licensee of the
Blue Cross and Blue Shield Association
STOP LOSS PROPOSAL FOR
Indian River County Board of County Comm
• The rates and factors in this proposal are based on the disclosure of all individuals considered a special enrollee due to having previously satisfied
the plan's lifetime maximum. Written acceptance by Florida Blue must be acknowledged before terms of coverage for such individuals are
included under Florida Blue's stop loss policy.
• Any stop loss policy issued by us may be rescinded or re -underwritten if any information requested in connection with this proposal was
intentionally concealed or misrepresented by or on behalf of the Applicant and/or the Applicant's Agent, or if the Applicant and/or the Applicant's
Agent commits fraud.
• As used above: An "Agent" is the Applicant's representative, including but not limited to, the agent, producer or broker of record, or Claims
Administrator. The "Applicant" is the entity, or that entity's authorized representative, that has contracted with us to provide stop loss coverage. A
"Claims Administrator" is a third party administrator (TPA) designated by the Applicant and approved by us. "Claim Information" consists of
Complete Details of the data requested by us in connection with this proposal following a Diligent Review; such information includes but is not
limited to Know or potential catastrophic claims, large claims and/or shock losses. "Complete Details" includes the name, social security number
(or unique identifier), date of birth, diagnosis, prognosis (unless prognosis cannot be obtained due to reasons beyond your or your Claims
Administrator's control) of the plan's participants and the name of the provider providing treatment to any such participant covered by or eligible for
coverage. A "Diligent Review" consists of a complete review by you, and/or your Claims Administrator and/or your Agent prior to the date Known
or potential catastrophic claims, large claims and/or shock losses are requested by us in connection with this proposal. "Disclosure" consists of
Complete Details and any other documentation requested by us in connection with this proposal following a Diligent Review including but not
limited to census information and Claim Information. We consider information in connection with this proposal "Known" if, prior to the date or
dates we request such information (including but not limited to Disclosure and Claim Information) a reasonable person can assume that you,
and/or your Claims Administrator and/or your Agent had knowledge of any information that affects or may affect the administration or underwriting
of any coverage issued following acceptance of coverage by us.
Coverage is underwritten by Florida Blue, Jacksonville. FL and is administered by HM Life Insurance Company, Pittsburgh. PA. HM Life Insurance
Company is an independent company providing only administrative services.
Underwriter: REB (August 30, 2018) 10554202426-2018-546579-2-2 Page 6 of 6