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HomeMy WebLinkAboutD-1378-98 Disability Plan 2-40Ordinance D- 1378-98 AN ORDINANCE OF THE COMMON COUNCIL OF THE CITY OF CARMEL, INDIANA CREATING A DISABILITY INSURANCE PLAN FOR CITY EMPLOYEES WHEREAS, a benefits program is an increasingly important part of attracting and retaining qualified employees; and WHEREAS, the City provides disability coverage for its police officers and firefighters through the Public Employees Retirement Fund, but no equivalent insurance coverage for its civilian employees; and WHEREAS, the City's current paid time off program does not provide adequate income replacement for a civilian employee who experiences a short-term or long-term disability; and WHEREAS, the City desires to enable the continuity of employee income should a civilian employee become disabled. NOW, THEREFORE, BE IT ORDAINED by the Common Council of the City of Carreel, Indiana, as follows: That Chapter 2, Article 3, Division IV, Sections 2-66 through 2-71, inclusive, are hereby repealed in their entirety; and o That Chapter 2, Article 3, Division II, Section 2-40, entitled "Disability Insurance," is hereby added to the Carreel City Code and shall read as follows: "SECTION 2-40 Disability Insurance (a) Short-term Disability The City shall contribute one hundred percent (100%) of the premium for a short-term disability plan. All full-time civilian employees shall be eligible for coverage under this plan after 30 days of employment with the City. (2) Full-time employees hired by the Carmel-Clay Parks Board shall also be eligible for coverage under the City's short-term disability plan after 30 days of employment provided the following conditions are met: The insurance provider, or third party administrator in the event the City is self-insured, shall agree in writing on all new plan inception dates and plan renewal dates that Carreel-Clay Park Board employees shall be included for such coverage. b) The entity responsible for administering the Carreel-Clay Parks Board funds shall reimburse the Clerk-Treasurer of the City in a timely manner pursuant to the premium payment provisions of the short-term disability insurance plan. (b) Long-term Disability The City will make available to eligible City employees, on an optional basis, long-term disability coverage. Availability of the plan is contingent upon a specified level of employee participation. All full-time civilian employees shall be eligible for coverage after 30 days of employment with the City. (2) Employees who elect long-term disability insurance' coverage shall pay 100% of the cost of the coverage through payroll deduction, or on other payment terms acceptable to the City. (3) Full-time employees hired by the Carreel-Clay Parks Board shall also be eligible for such insurance coverage after 30 days of employment, provided the following conditions are met: a) The insurance provider, or third party administrator in the event the City is self-insured, shall agree in writing on all new plan inception dates and plan renewal dates that Carreel-Clay Park Board employees shall be eligible for coverage. b) All such employees shall contribute 100% of the premium currently in effect for eligible City employees. c) The entity responsible for administering the Carmel-Clay Parks Board funds shall reimburse the Clerk-Treasurer of the City in a timely manner pursuant to the premium payment provisions of the long-term disability insurance plan. o This Ordinance shall be in full force and effect on and after the later of: (a) the date of its passage, execution by the Mayor and publication as required by law; or (b) the execution by the City of an insurance contract providing the insurance coverage authorized herein. o All prior Ordinances or parts thereof inconsistent with any provisions of this Ordinance are hereby repealed as of the effective date of this Ordinance. ing Officer COMMON CO~IL FOR TFIE CITY OF CARMEL J ed - y~ ~}~ ' nald E. Carter Yder~' Bill · , asurer Pre. sented by me to the Mayor of the City of Carreel, Indiana the ~, day of O~ ,,V~// .,h, ,-~' ,1998. ~& o~7~~2e' ' , . - asurer ,1998. l:, dTBrain d, May "' ATTEST: Diana L. Cordray I~urer Human Resources M ITiO To: FroIll: Date: Re: Carreel Common Council Barbara Lamb, Director of Human Resources Mayor James Brainard Clerk-Treasurer Diana Cordray July 27, 1998 Ordinances D-1376-98, D-1377-98, D-1378-98 You have already been bdefed on these three ordinances, which will be on the Council agenda for a first reading on August 3, so I will only summarize here. Please call me if you have misplaced the odginal handouts or would like additional information. Ordinance D-1376-98 This ordinance concerns (civilian only) sick leave. Sick leave accruals are reduced from 7.5 hours per month to 5 hours per month (from 12 days to 8 days annually). Average use is 5.5 days annually. Allowable carry-over is increased from 30 days to 40 days. Altematively, employees may cash in time in excess of 30 days at a 3:1 ratio. Since this payout was not included in the 1999 budget, excess time in 1999 will be converted to vacation time (rather than cash) at a 3:1 ratio. Cash payouts will begin in the year 2000. The fiscal impact in 2000 is estimated to be less than $20,000. The operational impact of reducing unscheduled time off is favorable, as is the effect on morale for employees who seldom use sick leave. Ordinance D-1378-98 This ordinance creates a (civilian only) disability plan. It is a companion to the above ordinance, with the overall goal being a balance between short-term and long-term sick/ disability benefits. The City will pay 100% of the cost of a short-term disability (STD) insurance plan. Benefits will begin after a 30 day elimination pedod (dudng which time sick is used) and may continue for 13 weeks. Benefits are 60% of base pay, to a maximum of $750 per week (taxable). An employee may elect to purchase optional long-term disability (LTD) insurance. These benefits will begin when short-term disability benefits run out and may continue to age 65. Benefits am 60% of base pay, to maximum of $5,000 per month (non-taxable). This ordinance also eliminates the Catastrophic Medical Leave Plan, which duplicates the benefit of the short-term disability plan and which is too subjective to be effective. Employees cannot count on receiving benefits from the plan under any given set of circumstances, and the plan administrator is · Page I placed in the difficult situation of faidy and consistently distributing benefits in the absence of firm guidelines. The fi~t. year STD premium is approximately $30,000. This sum is available in the 1998 Board of Works insurance account, so I would like to begin coverage as soon as we get a signed contract. Future year premiums will be based on plan experience. The premiums for 1999 are already included in the department budgets. The entire cost of optional LTD is borne by employees, Ordinance D-1377-98 This ordinances creates a plan to pay a portion of the medical insurance premiums for employees (civilian and swom) who have at least 20 years of active seNice with the City. As a result of the feedback we received from the initial briefings, we have scaled back the benefits to start at 50% after 20 years of service and increase by 1% for each additional six (6) months of service, to a maximum of 75% of the employee-spouse premium. Benefits are currently capped by the ordinance at $350 per month or $4200 per year. The fiscal impact for 1999 is approximately $24,000, which is included in department budgets. However, to fully fund the cost of retiree benefits for 20 years over a pedod of 15 years will require an estimated annual contribution of $202,000 beginning in the year 2000 (see attached cost projections and funding estimates), While this is a conservative estimate, we will need to monitor our costs closely from year to year and make adjustments as necessary. The benefit for employees disabled or killed in action will be calculated separately because it is impossible to predict. That amount will be added to the appropriate department's health insurance budget each year. This is an exceptionally valuable benefit, particularly for swom police officers and firefighters, who tend to retire long before they are eligible to enroll in Medicare. Swom personnel and civilians alike are appreciative of your consideration of this ordinance. Please call me at 571-2471 if you have questions pdor to the August 3 Council meeting. The committee that developed the retiree insurance premium plan will be at that meeting to make a brief presentation. i will be able to speak to the other two ordinances, if requested. Thank you for your support on these important employee benefits issues. · Page 2 Sunanary of Retiree Insurance Premimn Payment Plan Benefit · City pays 50% of employee-spouse premium after 20 years of active service · City pays additional 1% for each additional 6 months of active service · Maximum payment is 75% of employee-spouse premium · Benefit is capped at $350 per monte $4200 per year Assumptions · Current employees with more than 12 years longevity will remain employed for 20 years; 75% probability that employees with less than 12 years longevity will remain · All employees will be married at time of retirement · Average retirement age is 52 for sworn personnel, 63 for civilians; employees will actually retire at these average ages · Coverage ends at age 65 · Premiums increase 5% annually · Council does not act to raise benefit cap Cost · 1st year: $23,930 ($23,930 cumulative) · 5th year: $49,383 ($167,987 cumulative) · 10th year: $146,321 ($704,669 cumulative) · 15th year: $271,028 (1,910,838 cumulative) · 20th year: $402,087 ($3,594,816 cumulative) · requires approximately $202,000 annual contribution to fully fund in 15 years Page 3 City of Carmel Potential Retiree Insurance Benefit Funding Proposal Employee-Spouse Premium Contribution from 50% to 75% Only up to $350 per Month Assumes Sworn Employees Retire at 52, Civilian Employees at 63 5% Annual Interest Rate Identical Annual Contributions First 20 Years of Spending Funded by 2013 Beginning Balance 1999 0 2000 0 2001 181,661 2002 361,771 2003 551,282 2004 735,278 2005 918,716 2006 1,074,850 2007 1,228,509 2008 1,361,226 2009 1,486,358 2010 1,585,821 2011 1,654,752 2012 1,674,867 2013 1,676,130 2014 1,689,182 2015 1,695,239 2016 1,667,558 2017 1,628,436 2018 1,537,464 Annual Input 23,930 202,000 202,000 202,000 202000 202.000 202000 202 000 202 000 202000 202000 202 000 202 000 202,000 202,000 202,000 202,000 202,000 202,000 202,000 Annual Ou~ow 23,930 24,770 35,144 34,759 49 383 58 904 94 489 104 521 132 447 146 321 177 468 212 108 263,095 282,469 271,028 278,490 311,701 321,512 370,189 402,087 Ending Interest Balance 0 0 4,431 181,661 13,254 361,771 22,270 551,282 31,380 735,278 40,341 918,716 48,624 1,074,850 56,179 1,228,509 63,164 1,361,226 69,453 1,486,358 74,931 1,585,821 79,038 1,654,752 81,210 1,674,867 81,732 1,676,130 82,081 1,689,182 82,547 1,695,239 82,019 1,667,558 80,390 1,628,436 77,217 1,537,464 71,871 1,409,248 RETINS.XLS, Option 3 7/27/98, 10:00 AM