HomeMy WebLinkAboutContractSLM-6291 7/23
RENEWAL PREPARED FOR
City of Renton
January 1, 2025
Symetra Life Insurance Company
First Symetra National Life Insurance Company of New York
Symetra Stop Loss
IN PARTNERSHIP WITH: GALLAGHER BENEFIT SERVICES INC
CAG-24-287
Renewal prepared for: City of Renton
Symetra Stop Loss Prepared August 26, 2024 391318
6 days 99.9%
You have challenges;
we have solutions
We know you have options when choosing a stop loss carrier.
We also know that finding the right partner is important. You need to work with professionals who
understand the self-funded industry, who realize the importance of building the right stop loss policy
at the right price, and who deliver on their promises year after year.
Whenyourenewwithus,you’llfindaseamlesscontinuationofallthebenefitsyou’vecometo
expect from your Symetra stop losspolicy.
Things like:
•Fast and fair claims practices.
•Most catastrophic claims reviewed and processed
within 48 hours through our Preferred ASO Claim
Advance program.
•Gapless option for renewal run-out contracts
means claims paid outside the run-out period are
still eligible for reimbursement.
•No new lasers or increase on existing lasers at
renewal;laseratrenewalavailablebyrequest.
•Cost containment and alternative treatment plans
to help control costs without sacrificing quality of
care.
•24/7 online policy administration via Group Online
(GO).
Put our expertise to work for you
Symetra has been in the stop loss business for over 45 years, in fact, we helped pioneer it.
1 Our
experienced team continues to be available as needed to help you understand and protect your
self-funded plan.
2022 performance highlights:2
Most claims
paid within 6
business days
Contract
amendments
average just 3
business days
Claims financial
accuracy score
The average tenure
of a Symetra stop
loss client is five
years, with approx.
100 clients that have
been with us for over
10 years or longer
(as of April 2022).
5 years3 days
Renewal prepared for: City of Renton
Symetra Stop Loss Prepared August 26, 2024 391318
Option 1 – keeping the same deductible at renewal
Plan year 1 Plan year 2 Increase
Paid claim amount $300,000 $330,000 10%
Specific deductible $150,000 $150,000 0%
Symetra reimbursement $150,000 $180,000 20%
Option 2 – raising the deductible at renewal
Plan year 1 Plan year 2 Increase
Paid claim amount $300,000 $330,000 10%
Specific deductible $150,000 $165,000 10%
Symetra reimbursement $150,000 $165,000 10%
Understanding stop loss rates
Pricing stop loss is a complex process and there are many factors that impact
rates, especially at renewal. Here are some things we consider when determining
the best possible price for your plan:
Plan design: what services are covered; how much are employee copays,
coinsurance, deductibles and/or premiums; are there wellness or other value-add
programs included?
Group population: how many people are covered; where do members live and/or
receive care; what are the demographics of the group?
Managed care networks: are provider and hospital networks helping to lower plan
risk; what is the network usage rate?
Claims experience: what is the claims experience history; how many claims, to
date, are over the Specific deductible; how many are expected before the end of
the plan year?
Medical trend: how much are health care costs projected to increase?
Share of risk: what is your deductible threshold and risk tolerance; how will rising
medical trend impact your plan and the accompanying stop loss policy?
Lowering premium renewal increases through
deductible leveraging
Annual renewal is an opportunity to review how your plan performed over the past year, and toevaluate whether your
current Specific deductible is still appropriate. This is especially true when rising medical costs are paired with higher
than expected claims, as this combination typically means a rate adjustment is needed for the new plan year.
Leveraged trend or, as applied, deductible leveraging, can help mitigate higher renewal rates by sharing the impact of
medical trend between the health plan and Symetra stop loss via a higher Specific deductible.
Here’s how it works:
For illustrative purposes only.
With deductible leveraging, you’re trading lower premiums for a higher Specific deductible due to medical trend
increases. It can be an effective way to help control the impact of rising costs on your plan.
If you’re interested in deductible leveraging for your renewal, talk with your Symetra stop loss professional.
Based on Symetra renewal data from
June 1, 2022, to May 31, 2023.
What does a typical
Symetra renewal
look like? During the
last five years:
Renewal prepared for: City of Renton
Renewal Status: Final if accepted by 09/09/2024
Symetra Stop Loss Prepared August 26, 2024 391318
SPECIFIC STOP LOSS COVERAGE
Plan Description Current Option 1 Option 2 Option 3
Plan DescriptionCoverages Medical, Rx Medical, Rx Medical, Rx Medical, Rx
Contract Type Paid Paid Paid Paid
Annual Specific Deductible per Individual $250,000 $250,000 $275,000 $300,000
Transplant Exclusion No No No No
No New Laser Option Included Included Included Included
Maximum Lifetime Reimbursement Unlimited Unlimited Unlimited Unlimited
Maximum Policy Period Reimbursement Unlimited Unlimited Unlimited Unlimited
Reimbursement Percentage 100%100%100%100%
Quoted Rate(s) Per Month Enrollment
Single 276 $53.04 $57.17 $51.89 $47.17
Family 378 $170.44 $186.27 $169.07 $153.70
Estimated Annual Premium $948,784 $1,034,268 $938,761 $853,410
Quoted Rate(s) include Commission of 0.00%0.00%0.00%0.00%
Renewal prepared for: City of Renton
Renewal Status: Final if accepted by 09/09/2024
Symetra Stop Loss Prepared August 26, 2024 391318
AGGREGATE STOP LOSS COVERAGE
Plan Description Current Option 1 Option 2 Option 3
Plan DescriptionCoverages Medical, Rx Medical, Rx Medical, Rx Medical, Rx
Contract Type Paid Paid Paid Paid
Aggregate Corridor 200%200%200%200%
Loss Limit per Individual $250,000 $250,000 $275,000 $300,000
Maximum Annual Reimbursement $1,000,000 $1,000,000 $1,000,000 $1,000,000
Reimbursement Percentage 100%100%100%100%
Estimated Annual Aggregate Deductible $22,523,799 $22,523,799 $22,593,473 $22,701,584
Minimum Aggregate Deductible $20,271,419 $20,271,419 $20,334,126 $20,431,426
Monthly Aggregate Claim Factors Enrollment
Medical, Rx Card
Single 276 $1,530.44 $1,530.44 $1,538.74 $1,546.10
Family 378 $3,848.10 $3,848.10 $3,857.40 $3,875.86
Quoted Rate(s) per Month Enrollment
Total Composite 654 $.00 $.00 $.00 $.00
Estimated Annual Premium $7,848 $0 $0 $0
OVERALL COST SUMMARY
Plan Description Current Option 1 Option 2 Option 3
Plan DescriptionEstimated Total Annual Fixed Cost $956,632 $1,034,268 $938,761 $853,410
Aggregate Variable $22,523,799 $22,523,799 $22,593,473 $22,701,584
Estimated Maximum Annual Liability $23,472,584 $23,558,068 $23,532,235 $23,554,995
OTHER OPTIONS
Rate cap option: Renewal rates are capped at a maximum increase of 50% assuming no material changes to the group plan
have taken place (i.e. plan changes, changes in specific deductible, commission level or administrator). If there are material
changes, first the specific rates will be produced using the rate cap, then material changes will be accounted for in order to
arrive at the renewal rate level. The cap applies to both the rates and aggregating specific deductible (if applicable).
Renewal prepared for: City of Renton
Renewal Status: Final if accepted by 09/09/2024
Symetra Stop Loss Prepared August 26, 2024 391318
PROPOSAL QUALIFICATIONS AND CONTINGENCIES
The terms of this proposal are based upon the policyholder having exercised commercially reasonable efforts to obtain and
provide to Symetra all information set forth in this offer, together with all information identified in any prior proposal for
coverage for the upcoming policy period. Except for the Plan Document or Plan Amendment, all requested information must
be received no later than 15 days prior to the proposed effective date of coverage, otherwise we reserve the right to withdraw
the proposed terms and return any premiums remitted.
Any secondary documents (e.g. “stop loss agreements”, “procurement documents”, “service contracts”, etc.) must be
disclosed to and approved by Symetra prior to the Employer’s acceptance of our proposal. Subsequent undisclosed
agreements may not be approved.
By delivering this proposal for coverage, the producer represents and warrants to Symetra that it and each of the persons or
entities acting with or on behalf of the producer in the sale or solicitation of such coverage maintains such insurance producer
licenses and appointments as are required by each state in which the coverage has been or will be solicited, and in all states
in which the policy(ies) will be issued. This proposal is authorized for delivery only if the foregoing representation and
warranty is true and correct.
This is a firm offer, which may be bound with no additional underwriting requirements provided that:
1. It is accepted in writing by the expiration date as shown above;
2. The policyholder has exercised commercially reasonable efforts to obtain and provide to Symetra all information
requested in this proposal and any prior proposal for coverage for the upcoming policy period;
3. The data and information submitted to Symetra is, to the best of the policyholder’s knowledge after due inquiry,
materially accurate and materially complete as of the date of policyholder’s written acceptance of this firm offer. Any material
inaccuracies or material omissions in the data or other information submitted may require changes in underwriting, including
but not limited to changes in the terms, rates and/or factors; and
4. The policyholder and its authorized agent agree that following acceptance of this firm offer, the policyholder or its
authorized agent promptly notify Symetra upon becoming aware of any covered individual who (i) receives prior authorization
approval for hospital confinement exceeding 30 days or more and/or (ii) becomes a listed transplant candidate, in each case
so that Symetra can initiate appropriate cost containment efforts. For the avoidance of doubt, the provision of such notice
pursuant to this item 4. will not change terms of the accepted offer.
If updated information is received by Symetra prior to written acceptance or the expiration date has passed, we retain the
right to alter the terms, rates and/or factors. We will not be bound by any typographical errors or omissions contained herein.
Where available, if a policyholder purchases Stop Loss and offers a Symetra Critical Illness plan to its employees,
the policyholder may be eligible for our Critical Illness Step-Down Endorsement which provides a one-time, $5,000
reduction to the Stop Loss deductible for a stop loss claim submitted with an eligible critical illness diagnosis.
In certain states, discounts to the specific stop loss premiums of up to 2% may be available if the group purchases,
or has an inforce, insured Symetra Workforce Benefits product that may include Group Life, Disability, and/or
Supplemental Health insurance. This discount will apply during the first Policy Period that is either commensurate
with or immediately following the effective date in which the new Group Life, Disability, and/or Supplemental Health
policy becomes effective, or if already inforce, the effective date of the Stop Loss Policy.
Information to complete disclosure review is required and includes: diagnosis, treatment received, current status,
expected treatment and amount paid during the experience period as of the effective date of coverage. Large
claimant data used for disclosure cannot be more than 30 days old.
Disclosure pertains to:
- Any claimant with a serious medical condition
- Any claimant in the open year that has exceed, or regardless of the amount currently paid is expected to exceed
the lesser of $30,000 or 50% of the specific deductible
- Employees absent from work due to disability and any dependents, retirees or COBRA beneficiaries who are
hospital confined
The offer of an individual contract with a run-in period greater than 3 months, assuming no change in administrators,
is qualified for the following claims reports:
-Pended claims
-Denied claims
-The last 90 days of precertifications
Renewal prepared for: City of Renton
Renewal Status: Final if accepted by 09/09/2024
Symetra Stop Loss Prepared August 26, 2024 391318
Please provide details on any individual who has been hospital confined for 30 days or more in the most recent 12
months or is on an organ transplant list.
Any unfunded or pended claims balance must be disclosed, otherwise such claims will not be considered eligible
under the excess loss policy.
Composite rates are illustrative and for comparative purposes only.
This proposal is based upon the following network(s): Blues ASO
For inclusion of RX coverage under the specific and/or aggregate when there is a separate PBM, we require written
documentation that we are in receipt of all prescription drug experience reports. Otherwise, RX will not be a covered
expense under the excess loss policy.
The Loss Limit per individual shown in the Aggregate Stop Loss section of the proposal applies to all coverage listed
within that section regardless of what is in the Specific Stop Loss section.
Only claims up to the individual case level deductible will accumulate toward the aggregate attachment point
This renewal/proposal reflects the continuation of the current plan of benefits.
Terms are subject to change if final enrollment varies by more than 10% from the proposal assumptions. A current
census not older than 60 days prior to the effective date will be needed for final review.
Retirees are generally excluded from coverage under the Stop Loss Policy, unless they are included on the census
and their experience data is included in the RFP along with a request to cover the retirees.
Eligibility is assumed to be all full time employees working 30 hours or more per week at their normal place of
business.
COBRA participation enrollment growth to more than 15% of the entire enrolled group will be deemed to be a
material change under the policy.
Network fees are ineligible expenses.
Aggregate premium rate is $1 annually.
Renewal prepared for: City of Renton
Renewal Status: Final if accepted by 09/09/2024
Symetra Stop Loss Prepared August 26, 2024 391318
Check the box next to the selected proposal option; for Specific only coverage, when both Specific and Aggregate coverages
are listed, please also check the box to decline Aggregate coverage.
Option Specific Aggregate
1 $250,000 / Paid $250,000 / Paid
2 $275,000 / Paid $275,000 / Paid
3 $300,000 / Paid $300,000 / Paid
Decline Aggregate coverage
This is a firm offer, which may be bound with no additional underwriting requirements provided it is accepted in writing by the
expiration date as shown above. The Premium, Aggregate Deductibles and all other terms are based on the data submitted.
Any inaccurate or incomplete data submitted may require changes in underwriting. If updated information is received by
Symetra prior to written acceptance or the expiration date has passed, we retain the right to alter the terms, rates and/or
factors. We will not be bound by any typographical errors or omissions contained herein.
Please indicate your acceptance on this offer by having an authorized representative or agent of City of Renton sign below:
Authorized Signature:Date:
Printed Name:Printed Title:
Company or Firm Name:
X
10/17/2024
Armondo Pavone Mayor
City of Renton
Attest:_____________________________
Jason A. Seth, City Clerk
Renewal prepared for: City of Renton
Symetra Stop Loss Prepared August 26, 2024 391318
Plan Sponsor’s Plan Document
Submission and Symetra Acceptance Required. As stated in Symetra’s Proposal for Group Stop Loss Insurance,
the Plan Sponsor’s Plan Document must be submitted to Symetra no later than 90 days after the proposed effective
date of Stop Loss Insurance coverage. The Stop Loss Insurance policy (“Policy”) requires that only eligible charges
payable under the terms of the Plan Document as approved by Symetra will be covered expenses eligible for
reimbursement under the Policy.
The policy will be issued after the Plan Document is received and approved by Symetra or a signed Confirmation of
Medical Benefit Plan is submitted to Symetra by the prospective policyholder.
Symetra may withhold reimbursement of covered expenses prior to the receipt and acceptance of the final
signed Plan Sponsor’s Plan Document or amendment.
In reviewing the Plan Document for acceptance, Symetra will consider whether the Plan Document:
1. Adequately addresses key plan components, including but not limited to eligibility rules, benefits promised,
plan administration, discretionary language for court review of benefit claims, subrogation and coordination of
benefits provisions.
2. Addresses the Plan’s obligations under federal law, including
a.ERISA (Employee Retirement Income Security Act) required provisions,
b.ACA (Affordable Care Act) required provisions; or
c.a statement of grandfathered status, if applicable.
Symetra will have no liability for reimbursing Plan Sponsor obligations that are not clearly stated in the
Plan Document whether or not the Plan remains obligated in the absence of express inclusion. It is
recommended that the Plan Document include express reference to other federal mandates and laws to
which Plan is subject or a “conformity with law” provision.
3. Contains typical exclusions or limitations, including but not limited to:
a. Experimental/investigations treatment (except as required by ACA), and
b. non-medically necessary treatment
The absence of or inadequate treatment of these subjects in the Plan Document may result in a superseding provision
in the Stop Loss policy.
Renewal prepared for: City of Renton
Symetra Stop Loss Prepared August 26, 2024 391318
Your partner for stop loss success
www.symetra.com
www.symetra.com/ny
Symetra®isaregisteredservicemarkof
SymetraLifeInsuranceCompany.
Financial Strength Ratings: A.M. Best: A “Excellent” (3rd highest of 16); Moody’s A1
“Good” (5th highest of 21); Standard & Poor’s: A “Strong” (6th highest of 21). Ratings are
subject to change. Please refer to www.symetra.com/ratings for current information.
Ratings as of April 1, 2023.
Symetra Life Insurance Company (est. 1957) is a direct subsidiary of Symetra Financial
Corporation. First Symetra National Life Insurance Company of New York (est. 1990) is a
direct subsidiary of Symetra Life Insurance Company and is an indirect subsidiary of
Symetra Financial Corporation (collectively, “Symetra”). Neither Symetra Financial
Corporation nor Symetra Life Insurance Company solicits business in the state of New
York and they are not authorized to do so. Each company is responsible for its own
financial obligations.
Stop loss policies are insured by Symetra Life Insurance Company, 777 108th Avenue NE,
Suite 1200, Bellevue, WA 98004. Base policy is ELC-24000 7/19. In New York, stop loss
policies are insured by First Symetra National Life Insurance Company of New York, New
York, NY. Mailing address: P.O. Box 34690, Seattle, WA 98124. Policy form number is
ELC-24000/NY 7/19. Coverage may be subject to exclusions, limitations, reductions and
termination of benefit provisions. Products are not available in any U.S. territory.
145 years for Symetra Life Insurance Company; 18 years for First Symetra National Life Insurance Company of New York as
of 2021.
2 Performance highlights based on financial and quarterly audits for 2022.
Symetra is a financially strong, well-capitalized company on the rise, as symbolized by our
brand icon—the swift. Swifts are quick, hardworking and nimble—everything we aspire to be
when serving our customers.
We’ve been in business for more than half a century with a commitment to creating employee
benefits products that people need and understand. We appreciate your business and look
forward to the opportunity to continue serving you with professional, informative and responsive
service.
Our guiding principles of Value, Transparency and Sustainability
(VTS) are at the core of all we do.
•Value: Products and solutions people need at a competitive
price—backed by outstanding customer service.
•Transparency: Clear communication so people understand what
they are buying.
•Sustainability: Products that stand the test of time and fiscal
responsibility to ensure we are there for our customers.