BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  AB 373
                                                                  Page  1

          Date of Hearing:   April 17, 2013

                        ASSEMBLY COMMITTEE ON APPROPRIATIONS
                                  Mike Gatto, Chair

                    AB 373 (Mullin) - As Amended:  March 19, 2013 

          Policy Committee:                              PERSSVote:5-2

          Urgency:     No                   State Mandated Local Program:  
          No     Reimbursable:              

           SUMMARY  

          This bill requires the Board of Administration of the California  
          Public Employees' Retirement System's (CalPERS) to expand  
          eligibility for the Long-Term Care (LTC) program.  Specifically,  
          this bill: 

          1)Allows the adult child, aged 18 or older, of any California  
            public employee or retiree eligible to participate in the  
            CalPERS LTC program.  

          2)Allows same-sex spouses and domestic partners, if permitted  
            under the Internal Revenue Code and applicable law, to  
            participate in the CalPERS LTC program.

          3)Allows the CalPERS board to expand eligibility to any other  
            person permitted under applicable law governing federally  
            qualified state long-term care plans.

           FISCAL EFFECT  

          Negligible fiscal impact to CalPERS.

           COMMENTS  

           1)Purpose  .  According to the author, expanding eligibility  
            requirements to adult children and other qualified persons  
            provide the following benefits for the CalPERS LTC Program:

             a)   Better aligns the CalPERS LTC Program eligibility  
               requirements with the Internal Revenue Code provisions  
               applicable to state-maintained long-term care plans.









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             b)   Demonstrates the sustainability of the LTC Program and  
               CalPERS' commitment to provide a viable voluntary insurance  
               benefit for eligible policyholders.

             c)   Potentially increases the solvency and sustainability of  
               the LTC Program by bringing in more premium dollars in and  
               lowering the risk to the pool by adding new and younger  
               policyholders into the program.

           2)Support  .  CalPERS, the sponsor, states this bill adds adult  
            children to the list of those eligible for the CalPERS LTC  
            Program and also expands eligibility to other individuals who  
            may be permitted to participate in federally qualified  
            state-maintained long-term care plans in the future, such as  
            same-sex spouses and registered domestic partners.  After  
            recent board actions to stabilize the CalPERS Long-Term Care  
            Program and reopen enrollment to new participants, CalPERS  
            argues expanding eligibility to add additional, and possibly  
            younger policy holders to the risk pool, will help improve the  
            sustainability of this program.

           3)Background  . CalPERS administers a program that offers  
            long-term care insurance coverage to all California public  
            employees, their spouses, parents, parents-in-law and  
            siblings. AB 44 (Connelly), Chapter 9, Statutes of 1991,  
            enacted the CalPERS LTC Program.  The legislation authorized  
            CalPERS to make plans available to active and retired members,  
            their spouses, and parents by January 1, 1992, and specified  
            that the enrollee must pay the entire cost to enroll in the  
            plan.

            CalPERS has been forced to undertake a number of actions to  
            maintain the solvency of the program.  The CalPERS Board of  
            Administration approved a Long-Term Care premium increase of  
            79% beginning in 2015, or at the policyholder's election, 85%  
            levied over a two-year period beginning in 2015.

           4)Previous legislation.   
           
              a)   AB 824 (Cohn), Chapter 185, Statutes of 2001, allowed  
               siblings, at least 18 year of age, of eligible active and  
               retire public employees to enroll in the CalPERS LTC  
               Program.

             b)   SB 860 (Alquist), Chapter 850, Statutes of 1995,  








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               extended eligibility in the CalPERS LTC Program to active  
               and retired members of the Legislators' Retirement System,  
               the Judges' Retirement System and members of the Assembly  
               and the Senate.

             c)   SB 857 (Hughes), Chapter 1144, Statutes of 1993,  
               extended enrollment eligibility in the CalPERS LTC Program  
               to members and retirees of the California State Teachers'  
               Retirement System, their spouses and their parents.

           1)There is no registered opposition to this bill.  

           Analysis Prepared by  :    Roger Dunstan / APPR. / (916) 319-2081