BILL ANALYSIS                                                                                                                                                                                                    �



                                                                            



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                                    THIRD READING


          Bill No:  SB 746
          Author:   Leno (D)
          Amended:  4/30/13
          Vote:     21

           
           SENATE HEALTH COMMITTEE  :  7-2, 4/24/13
          AYES:  Hernandez, Beall, De Le�n, DeSaulnier, Monning, Pavley,  
            Wolk
          NOES:  Anderson, Nielsen

           SENATE APPROPRIATIONS COMMITTEE  :  5-0, 5/13/13
          AYES:  De Le�n, Hill, Lara, Padilla, Steinberg
          NO VOTE RECORDED:  Walters, Gaines


           SUBJECT  :    Health care coverage:  premium rates

           SOURCE  :     California Teamsters Public Affairs Council
                      United Food and Commercial Workers
                      UNITE HERE


           DIGEST  :    This bill requires health care service plans (health  
          plans) to annually disclose specified aggregate data for  
          products in the large group market.  Requires health plans that  
          exclusively contract with no more than two medical groups in the  
          state to:  (1) annually disclose certain additional information  
          to the Department of Managed Health Care (DMHC), including the  
          plan's overall annual medical trend factor assumptions by major  
          service category; and (2) provide claims or other data, to large  
          group purchasers that demonstrate the ability to comply with  
          privacy laws, as specified.
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           ANALYSIS  :   

          Existing federal law:

          1. Requires, under the federal Patient Protection and Affordable  
             Care Act (ACA), the federal Secretary (Secretary) of the  
             Department of Health and Human Services (DHHS), in  
             conjunction with states, to establish a process for the  
             annual review of unreasonable increases in premiums for  
             health insurance coverage, beginning with the 2010 plan year.

          2. Requires the rate review process to require health insurance  
             issuers to submit to the Secretary and the state a  
             justification for an unreasonable premium increase prior to  
             the implementation of the increase.  Requires health plans  
             and insurers to prominently post such information on their  
             Internet Web sites.  Requires the Secretary to ensure the  
             public disclosure of information on such increases and  
             justifications for all health plans and insurers.

          Existing state law:

          1. Provides for the licensure and regulation of health plans by  
             DMHC under the Knox-Keene Health Care Service Plan Act of  
             1975 (Knox-Keene Act).

          2. Prohibits any provision of the Knox-Keene Act to be construed  
             to permit the Director of DMHC to establish the rates charged  
             subscribers and enrollees for contractual health care  
             services, and prohibits the Director's enforcement of the  
             requirements of the state's small group health law from being  
             deemed to establish the rates charged subscribers and  
             enrollees for contractual health care services.

          3. Requires health plans, for large group plan contracts, at  
             least 60 days in advance of a rate change, to file with the  
             DMHC all specified rate information for unreasonable rate  
             increases and to disclose specified aggregate data.  

          This bill:

          1. Requires, in addition to all information required by the ACA,  
             a health plan to disclose annually the following aggregate  

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             data for products in the large group health plan market:  
             number and percentage of rate filings reviewed by the  
             following:


             A.    Plan year.


             B.    Segment type.


             C.    Product type.


             D.    Number of subscribers.

             E.    Number of covered lives affected.

          2. Requires the plan's average rate increase by the following  
             categories:

             A.    Plan year.
             B.    Segment type.
             C.    Product type.
             D.    Benefit category.
             E.    Number of covered lives affected.

          3. Requires a health plan that exclusively contracts with no  
             more than two medical groups in the state to provide or  
             arrange for professional medical services for the enrollees  
             of the plan to disclose annually all of the following for its  
             large group health care service plan contracts:

             A.    The plan's overall annual medical trend factor  
                assumptions in the aggregate for large group rates by  
                major service category, as specified.  

             B.    A plan may provide aggregated additional data that  
                demonstrates or reasonably estimates year-to-year cost  
                increases in each of the specific service categories for  
                each of the major geographic regions of the state.

             C.    The amount of the projected aggregate trend in the  
                large group market attributable to the use of services,  

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                price inflation, or fees and risk for annual plan contract  
                trends by each major service category, as specified.  

             D.    The amount of projected trend attributable to specified  
                categories. 

             E.    The amount and proportion of costs attributed to the  
                medical groups that would not have been attributable as  
                medical losses if incurred by the health plan rather than  
                the medical group.

          4. Requires a health care plan that exclusively contracts with  
             no more than two medical groups in the state to provide or  
             arrange for professional medical services for the enrollees  
             of the plan to provide claims data at no charge to a large  
             group purchaser if the large group purchaser requests the  
             information and demonstrates that it is able to comply with  
             relevant state and federal privacy laws.

          5. Requires, if claims data is not available, the plan to  
             provide, at no charge, all of the following:

             A.    Data sufficient for the large group purchaser to  
                calculate the cost of obtaining similar services from  
                other health plans and evaluate cost-effectiveness by  
                service and disease category.

             B.    De-identified patient-level data on demographics,  
                prescribing, encounters, inpatient services, outpatient  
                services, and any other data as may be required of the  
                health plan to comply with risk adjustment, reinsurance,  
                or risk corridors as required by the ACA.

             C.    De-identified patient-level data used to experience  
                rate the large group, including diagnostic and procedure  
                coding and costs assigned to each service.

           Background
           
           Federal health care reform  .  On March 23, 2010, President Obama  
          signed the ACA (Public Law 111-148), as amended by the Health  
          Care and Education Reconciliation Act of 2010 (Public Law  
          111-152).  Among other provisions, the ACA includes a number  
          transparency provisions, including requiring the Secretary of  

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          the DHHS, in conjunction with states, to establish a process for  
          the annual review, beginning with the 2010 plan year, of  
          "unreasonable increases in premiums" for health insurance  
          coverage.  This process must require health plans and insurers  
          to submit to the Secretary and the relevant state a  
          justification for an unreasonable premium increase prior to the  
          implementation of the increase.  Health plans and insurers must  
          prominently post such information on their Internet Web sites.

          The Secretary of DHHS is required to carry out a program to  
          award grants to states during the five-year period beginning  
          with fiscal year 2010 to assist states in carrying out the  
          annual review of unreasonable increases in premiums for health  
          insurance coverage.  As a condition of receiving a grant, a  
          state, through its Commissioner of Insurance, must provide the  
          Secretary with information about trends in premium increases in  
          health insurance coverage in premium rating areas in the state;  
          and make recommendations, as appropriate, to the state Exchange  
          (Exchanges are entities required to be established by federal  
          health care reform) about whether particular health insurance  
          issuers should be excluded from participation in the Exchange  
          based on a pattern or practice of excessive or unjustified  
          premium increases.

           Rate review in California  .  SB 1163 (Leno, Chapter 661, Statutes  
          of 2010) requires carriers to submit detailed data and actuarial  
          justification for small group and individual market rate  
          increases at least 60 days in advance of increasing their  
          customers' rates.  The carriers also must submit an analysis  
          performed by an independent actuary who is not employed by a  
          plan or insurer.  

          For large group filings, SB 1163 requires health plans to submit  
          all information required by ACA and any additional information  
          adopted through regulation by DMHC necessary to comply with the  
          bill.  The rate review provisions in ACA have not been applied  
          to the large group market and DMHC/Department of Insurance have  
          not adopted regulations to establish rate review for the large  
          group market in California.  Though regulators do not have the  
          authority to modify or reject rate changes found to hurt  
          consumers, rate review has increased transparency on rate  
          increases in the individual and small group market.

           Prior legislation

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          SB 1163 (Leno, Chapter 661, Statutes of 2010) requires carriers  
          to file specified rate information for individual and small  
          group coverage at least 60 days prior to implementing any rate  
          change, as specified.  Requires the filings for large group  
          contracts only in the case of unreasonable rate increases, as  
          defined by the ACA, prior to implementing any such rate change.   
          Increases, from 30 days to 60 days, the amount of time that a  
          health plan or insurer provides written notice to an enrollee or  
          insured before a change in premium rates or coverage becomes  
          effective.  Requires carriers that decline to offer coverage to  
          or deny enrollment for a large group applying for coverage, or  
          that offer small group coverage at a rate that is higher than  
          the standard employee risk rate to, at the time of the denial or  
          offer of coverage, to provide the applicant with reason for the  
          decision, as specified.

          SB 51 (Alquist, Chapter 644, Statutes of 2011) requires carriers  
          to meet federal annual and lifetime limits and medical loss  
          ratio (MLR) requirements in specified provisions of the federal  
          health care reform law, as specified.  Authorizes the Director  
          and the Insurance Commissioner to issue guidance, as specified,  
          and promulgate regulations to implement requirements relating to  
          MLRs, as specified.

          SB 1196 (Hernandez, Chapter 869, States of 2012) prohibits any  
          health plan or health insurance contract between a carrier and a  
          provider, including a provider of supplies, from prohibiting,  
          conditioning, or in any way restricting the disclosure of claims  
          data related to health care services provided to enrollees,  
          insured, or beneficiaries of any self-funded health coverage  
          arrangement to an entity certified by the Center for Medicare  
          and Medicaid Services to generate public reports on the  
          performance of health care providers.  

          AB 2578 (Jones and Feuer of 2010) would have required carriers  
          to file a complete rate application with regulators for a rate  
          increase that will become effective on or after January 1, 2012.  
           Would have prohibited a health plan or insurer's premium rate  
          (defined to include premiums, co-payments, coinsurance  
          obligations, deductibles, and other charges) from being approved  
          or remaining in effect that is excessive, inadequate, unfairly  
          discriminatory, as specified.  AB 2578 died on the Senate Floor.


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          AB 52 (Feuer of 2011) would have required health plans and  
          health insurers to apply for prior approval of proposed rate  
          increases, under specified conditions, and would have imposed on  
          the Department of Insurance and DMHC specific rate regulation  
          criteria, timelines, and hearing requirements.  AB 52 died on  
          the Senate Floor.

           FISCAL EFFECT  :    Appropriation:  No   Fiscal Com.:  Yes    
          Local:  Yes

          According to the Senate Appropriation Committee, minor ongoing  
          costs to review rate filings by DMHC (Managed Care Fund).

           SUPPORT  :   (Verified  5/15/13)

          California Teamsters Public Affairs Council (co-source)
          United Food and Commercial Workers (co-source)
          UNITE HERE (co-source)
          AFSCME
          California Chiropractic Association
          California Conference Board of the Amalgamated Transit Union
          California Conference of Machinists
          California Pan-Ethnic Health Network
          California Public Interest Research Group
          California School Employees Association
          California Teachers Association
          Engineers and Scientists of California
          International Longshore and Warehouse Union
          Professional and Technical Engineers, Local 21
          Union of Health Care Professionals
          United Food and Commercial Workers Union, Western States Council
          United Nurses Association of California
          Utility Workers Union of America, Local 132

           OPPOSITION  :    (Verified  5/15/13)

          Aetna
          America's Health Insurance Plans
          Association of California Life and Health Insurance Companies
          California Association of Health Plans
          California Chamber of Commerce
          Health Net
          Kaiser Permanente


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           ARGUMENTS IN SUPPORT  :    UNITE HERE, a sponsor of this bill,  
          writes that their union cannot sustain double digit rate  
          increases in health insurance without any opportunity to manage  
          care to reduce costs and that strike after strike, labor dispute  
          after labor dispute, is about how much they pay for health  
          benefits.  UNITE HERE states that Kaiser refuses to give them  
          data that they know they must have, that they or comparable  
          organizations produce for other reasons or in other states, and  
          that would allow them to better manage care in order to improve  
          outcomes and reduce costs.  The California Teamsters Public  
          Affairs Council asserts that one of their biggest problems as  
          they negotiate health care costs is getting the information  
          necessary to make an accurate assessment of what those costs  
          should be and this problem is at its worst with Kaiser  
          Permanente.  Health Access California writes that they have been  
          disappointed that, contrary to the intent of SB 1163, DMHC has  
          failed to implement rate review for large employer coverage.   
          The California Public Interest Research Group states that  
          increasing the oversight and transparency of rate increases will  
          discourage unnecessary rate hikes and keep Californians more  
          informed about companies that raise rates beyond what is  
          reasonable.  

           ARGUMENTS IN OPPOSITION  :    The California Association of Health  
          Plans (CAHP) writes that the ACA requires states to establish  
          rate review programs for the small group and individual markets,  
          and in 2010, California quickly enacted a law establishing this  
          review for state health plans and insurers.  CAHP states that if  
          the federal government chooses to require states to extend rate  
          review to the large group employer market, California is well  
          positioned since it has a statutory process for large group rate  
          review that would become immediately operative and therefore  
          believe that this bill is unnecessary.  Kaiser Permanente writes  
          that this bill contains language mandating that Kaiser, and only  
          Kaiser, provide to any large group purchaser volumes of  
          patient-specific medical information at any time, upon request,  
          and that would require them to reveal to employers the  
          patient-level data of hundreds of thousands of employees that  
          they serve without any limitations on its use.  Kaiser  
          Permanente states that the employee would likely be unaware that  
          their sensitive medical information is being transmitted to  
          their employer at this granular level, and while they are  
          certain this is not the sponsor or author's intent, forcing a  
          health care provider to reveal such detailed information to the  

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          employer could lead to serious unintended consequences for the  
          employees.  The Association of California Life and Health  
          Insurance Companies states that it is critical to put all of  
          their resources toward implementing the ACA in a meaningful way  
          that creates a smooth and seamless transition for all consumers  
          rather than implementing costly, unnecessary and time-consuming  
          new requirements that have not been identified by the federal  
          government as essential to the implementation of federal health  
          care reform.  
           
          JL:d  5/15/13   Senate Floor Analyses 

                           SUPPORT/OPPOSITION:  SEE ABOVE

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