HomeMy WebLinkAboutHealth Plan 2nd Amend SECOND AMENDMENT TO THE
PLAN SUPERVISORY AGREEMENT FOR
CITY OF CARMEL APPROVED, AS TO
FORM BY: ~
APPENDIX A
ADMINISTRATIVE AND ADDITIONAL SERVICE FEES
Effective for Renewal Period from February 1, 2001 through January 31, 2002
The following information is being provided to the undersigned pursuant to Prohibited
Transaction Class Exemption 84-24 issued by the U.S. Department of Labor in order to exempt
the proposed transactions between the Plan, the Employer and Plan Supervisor from any
applicable prohibited transaction or provisions of ERISA. The following information is being
provided to permit the Employer, as Plan Administrator to determine the compensation received
by the Plan Supervisor in the form of commissions, service fees and other similar payments is
reasonable, that the services provided are necessary for the operation of the Plan and the
provision of services by the Plan Supervisor is in the best interest of the Plan.
The commission, service fees, compensation arrangements and other similar payments to
be provided under the Agreement are as set forth below. It is understood, however, that PPO
Access Fees and other vendor fees, if applicable, are subject to the terms and conditions of the
underlying agreement and may be subject to change at times other than the renewal date of this
agreement.
I. Pursuant to the Agreement for Plan Supervisor, the Employer shall remit to Plan
Supervisor the following administrative fees and other costs:
Description of Service
· Medical Administration Fee
· Dental Administration Fee
$10.75 per employee per month
$1.50 per employee per month
II. In addition to the basic administrative services listed above, the Employer has
agreed that the following services (i.e., those for which the box has been checked) are to be
performed by the Plan Supervisor pursuant to the terms and conditions set forth in the
Agreement.
COBRA Addendum
Description of Fee
· COBRA Administration Fee
$.85 per employee per month
4' HIPAA Addendum
Description of Fee
· HIPAA Administration Fee $.50 per employee per month
Health Care Management Addendum
Description of Fee
· Inpatient Utilization Review &
& Large Case Management Fee
$2.70 per employee per month
Flexible Benefits Addendum
Description of Fee
· Flex Administration Fee
$4.25 participant per month
Preferred Provider Arrangement Addendum (CoreSource Contracts)
Description of Fee
· Sagamore Access Fee
$3,05 per participant per month
Preferred Provider Arrangement Addendum (Employer Contracts)
Description of Fee
· N/A
Subrogation Services Addendum
Description of Fee.
· Subrogation Fee
See Attached Addendum
Prescription Drug Card Administration Addendum
Description of Fee
· Per Transaction Charges
$.50 per prescription
Other Services and Expense Reimbursements
Description of Fee
· CoreSource Edge
· PPO Interface Fee
· Broker Fee
· Re-enrollment Fee
· Plan Set-upFee
· Identification Card Fee
· Hospital Bill Audits
N/A
$.25 per participant per month
$2.50 per employee per month
$335.00 annual fee
$30000 one time fee
$.60 each after 70/yr. (mailed to client)
$1.00 each after 70/yr. (mailed to employee)
Actual Cost
Size of Original Hospital Bill
Amount of Fee
$0 - $20,000
$14.30 per thousand of original bill
2
$20,001 - $50,000
Over $50,000
$13.20 per thousand of original bill
$12.10 per thousand of original bill
· Physician Reviews
· Medical Records Fees
· Printing Costs
· Directory Costs
· Other Miscellaneous Expenses
· Plan Amendments
· Restatement of PlanDocument
· Standard Reporting Package
Actual Cost
Actual Cost
Actual Cost
Actual Cost
Actual Cost
$50.00 per amendment
$50O.00
Included in medical administrative fee
III. Commissions on insurance policies, as described in the attached Renewal
Acceptance Confirmation, if applicable, are payable as set forth below.
Premium
Commission Payable To:
CoreSource Broker
Specific Stop Loss Single $19.92 0% 15%
Specific Stop Loss Family $48.02 0% 15%
Aggregate Stop Loss $6.24 0% 15%
Other Insured Coverages
Life Refer to contract for applicable rates
AD & D Refer to contract for applicable rates
VSP Refer to contract for applicable rates
[The next page is a signature page]
3
ACKNOWLEDGMENT AND APPROVAL
The undersigned Plan Administrator hereby certifies that he (1) is authorized to sign on behalf of
the Employer and the Plan, (2) acknowledges receipt of the foregoing explanation of services
and fees and has read and understands it, and (3) approves the purchase of such insurance (if
applicable) and the payment to Plan Supervisor of such sales commissions, service fees and other
compensation arrangements as listed.
EMPLOYER
~'nat~rre
Print Name
PLAIN ADMINISTRATOR
Print Name
Title: ,/4/[~/J,/O,~ Title: ~a~/r~ ~_-
Date:-..~' '- ~ - D / Date:
Signature
Sue Kauth
Print Name
Title: Vice President, Operations
Date: q' - / 6, - O /
ADDENDUM TO AGREEMENT FOR PLAN SUPERVISOR
FOR SUBROGATION REIMBURSEMENT SERVICES
The Plan Supervisor will provide subrogation services as listed below to further assist the
Employer and/or Plan in the administration of the Plan.
The Employer and/or Plan are generally entitled to seek reimbursemem on behalf of the
Plan for medical, dental and/or disability claims it paid which arise due to illness or
injury that was due to the action or inaction of annther party,
PLAN SUPERVISOR'S DUTIES
Specific functions to be performed by the Plan Supervisor for the Employer will include
the following:
I. Use its best efforts to identify claims in which Employer may have a subrogation
interest, Plan Supervisor shall review submitted claims to determine if medical
diagnoses indicate treatment may be due to an illness or injury as described above.
2. Request the Participant to provide all necessary information regarding the illness or
injury as described above.
3. Evaluate information provided by a Participant and other sources to determine
whether a subrogation interest exists.
4. Pursue subrogation claims i~ excess of' $1000 with all parties involved in the claim.
If necessary, coordinate litigation to pursue Employer's and/or Plan's subrogation
claims in excess of $1000 with an attorney selected or approved by the Employer.
Remit to Employer or Plan the funds recovered fi.om third parties, less the amount
payable to Plan Supervisor as compensation for its services, as further set forth
below.
6. Report to Employer as required the status of open subrogation claims.
EMPLOYER'S DIYrlES
The Employer sh~ll have the following duties:
1. Assist Plan Supervisor as reasonably necessary for Plan Supervisor to carry out its
duties under this Addendum.
2. Notify Plan Supervisor of any inquiries or information k receives regarding the
activities undertaken by Plan Supervisor under this Addendum.
The Plan Supervisor may assign or subcontract a portion of its duties under this
Addendum to the A~eement to others, including but not limited to, its parent company,
Tmstmark Insurance Company.
CO1V[PENSATION
In the event Plan Supervisor collects a subrogation claim without the assistance of
outside counsel, Employer and/or Plan will pay Plan Supervisor a fee equal to 25% of the
gross amount recovered. The Plan Supervisor is entitled to withhold its fee at the time the
net proceeds are forwarded to the Employer or the Plan.
In the event Plan Supervisor collects a subrogation claim which required the assistance of
outside counsel Employer and/or Plan will pay Plan Supervisor a fee not to exceed 50%
of the gross amount recover-ed: The .fee includes all litigation expenses, if any, and
attorney's fees. The Plan Supervisor and Employer will agree, in writing, on the fee to be
paid for the collection of such claim. The Plan Supervisor is entitled to withhold its fee at
the time the net proceeds are forwarded to the Employer ortho Plan.
CANCELLATION
This Addendum to the Agreement may be cancelled at any time, with or without cause,
upon .providing forty-five (45) days prior written notice by one parry to the other. In any
case, tt shall terminate contemporaneously with the termination of the Agreement (See
Paragraphs 8.03 and 8.04 of the Agreement), subject, however, to establishing an orderly
disposition of active subrogation claims. At the time of termination, the parties shall
agree on a specific course of action for disposition of active subrogation claims, and such
action may include, at the option of the Plan Supervisor, its continued prosecution of any
or all active suh!-ogation claims to an orderly conclusion.