BILL ANALYSIS                                                                                                                                                                                                    �



                                                                      



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          |SENATE RULES COMMITTEE            |                   AB 480|
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                                 THIRD READING


          Bill No:  AB 480
          Author:   Solorio (D)
          Amended:  8/21/12 in Senate
          Vote:     21

           
           SENATE INSURANCE COMMITTEE  :  7-0, 6/22/11
          AYES:  Calderon, Gaines, Anderson, Corbett, Correa, Price, 
            Wyland
          NO VOTE RECORDED:  Lieu, Lowenthal
           
          SENATE ENVIRONMENTAL QUALITY COMMITTEE  :  5-0, 5/14/12
          AYES:  Simitian, Blakeslee, Kehoe, Lowenthal, Pavley
          NO VOTE RECORDED:  Strickland, Hancock
           
          SENATE APPROPRIATIONS COMMITTEE  :  7-0, 8/16/12
          AYES:  Kehoe, Walters, Alquist, Dutton, Lieu, Price, 
            Steinberg
           
          ASSEMBLY FLOOR  :  70-0, 5/12/11 (Consent) - See last page 
            for vote


           SUBJECT  :    Insurance:  solid waste facilities

           SOURCE  :     Waste Management


           DIGEST  :    This bill clarifies that a captive insurer 
          meeting the statutory criteria of the Public Resources Code 
          (PRC) as a postclosure financial assurance mechanism is 
          recognized as valid insurance under California's Insurance 
          Code.  Until January 1, 2018, this bill also adds as a 
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          requirement for approval of a solid waste facility operator 
          meeting its financial assurance obligations by establishing 
          an insurance carrier that the insurance mechanism not 
          provide in excess of 50% of the financial assurance 
          obligation that the solid waste facility operator is 
          required to meet in the state.

           ANALYSIS  :    

          Existing law:

           California Insurance Code (CIC)
           
          1. Generally requires insurance coverage provided to 
             businesses and individuals in California to be obtained 
             from an admitted, or California-licensed insurer, or 
             from a non-admitted insurer operating under the surplus 
             lines law.

          2. California's 1992 adoption of Article 4.8 of Chapter 2 
             of Part 2 of Division 1 of the CIC, (the Business 
             Transacted with Producer Controlled Insurer Act of 
             1992), provides statutory recognition of "captive 
             insurers".  They are defined in that Act as "either 
             insurance companies which are owned by another 
             organization and whose exclusive purpose is to insure 
             risks of the parent organization and affiliated 
             companies, or in the case of groups and associations, 
             insurance organizations which are owned by the insureds 
             and whose exclusive purpose is to insure risks of member 
             organizations and group or association members and their 
             affiliates."  (CIC Section 1216.1(e)(3))

           PRC
           
          Section 43601 requires evidence of financial ability be 
          provided sufficient to meet the closure and postclosure 
          maintenance costs of solid waste landfills when needed.  It 
          provides that if this evidence is demonstrated by use of 
          insurance, the insurance mechanism may be approved if the 
          insurance carrier is established by a solid waste facility 
          operator to meet the financial assurance obligations of 
          that operator and the insurance meets all of the following 
          requirements: 

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          1. The insurance mechanism is in full compliance with the 
             insurance requirements of subdivision (d) of Section 
             258.74 of Title 40 of the Code of Federal Regulations. 

          2. The insurance carrier is domiciled in the United States 
             and licensed in its state of domicile to write that 
             insurance. 

          3. The insurance carrier only provides financial assurance 
             to the operator that established the insurance carrier 
             as a form of self-insurance and does not market, broker, 
             or provide insurance to other parties.

          4. The insurance carrier maintains an A- or better rating 
             by A.M. Best Company, or an equivalent rating by any 
             other agency acceptable to the Department of Resources 
             Recycling and Recovery (CalRecycle).

          5. If requested by CalRecycle, an independent financial 
             audit report evaluating the assets and liabilities of 
             the insurance carrier and confirming compliance with the 
             statutory and regulatory requirements of the state of 
             domicile and an independent actuarial opinion on the 
             independence and financial soundness of the insurance 
             carrier by an actuary in good standing with the Casualty 
             Actuarial Society or the American Academy of Actuaries 
             regarding the adequacy of the loss reserves maintained 
             by the insurance carrier shall be submitted to 
             CalRecycle upon application and annually thereafter. 
             
          This bill: 

          1. Requires an issuer of an insurance policy that meets all 
             of the requirements of PRC Section 43601(e)(2) to be 
             eligible to provide the insurance described in that 
             provision.

          2. Prohibits an issuer of an insurance policy from being 
             required to be a California admitted insurer or be 
             required to provide the insurance through a surplus line 
             broker. 

          3. Specifies that an insurance mechanism pursuant to PRC 

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             Section 43601(e)(2) may not provide more than 50% of the 
             statewide insurance obligation of a solid waste facility 
             operator. 

          4. Repeals the above provisions as of January 1, 2018.

          5. Requires CalRecycle to submit to the Legislature, on or 
             before January 1, 2017, a report on the use of the 
             mechanisms demonstrating financial ability to provide 
             for the cost of closure and postclosure maintenance, 
             including, among other things, any financial liability 
             the state may assume if the mechanisms permitted under 
             this bill and existing law fail.

          6. Provides that the mechanisms allowed by this bill may 
             only be used if CalRecycle determines it has received 
             private funds to conduct the study required by item #5 
             above.

           Comments
           
          A captive insurance company is a form of Alternative Risk 
          Transfer (ART).  ART mechanisms have grown as a key tool in 
          the typical risk manager's tool kit as an alternative to 
          traditional insurance.  Under an ART program, a company's 
          risks are funded by means other than the purchase of 
          insurance through an agent broker from an admitted insurer. 
           Forms of ART that are commonly encountered vary widely - 
          they include surplus lines placement, self-insured trusts, 
          risk retention groups and captive insurance companies.  The 
          ART market permits businesses to control costs associated 
          with insurance brokerage while allowing the business a 
          means to finance all or a portion of its risk.

          Captive insurance companies are a distinct and recognized 
          form of ART, and as indicated above, they have been 
          recognized as a class of risk management under CIC since 
          1992.  As described in CIC Section 1216.1:

            "Captive insurers are either insurance companies which 
            are owned by another organization and whose exclusive 
            purpose is to insure risks of the parent organization and 
            affiliated companies, or in the case of groups and 
            associations, insurance organizations which are owned by 

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            the insureds and whose exclusive purpose is to insure 
            risks of member organizations and group or association 
            members and their affiliates."

          Captive insurance is a regulated form of ART self-insurance 
          that has existed since the 1960's.  They are a closely held 
          insurance company whose insurance business is primarily 
          supplied by and controlled by owners, and in which the 
          original insureds are the principal beneficiaries.  The 
          insureds have direct involvement and influence over the 
          company's major operations, including underwriting, claims 
          and management policy and investments.  There are currently 
          5,000 captives licensed worldwide that service their 
          parents' risk financing needs.  U.S.-owned captives account 
          for about two-thirds of the 5,000 captives worldwide.  
          While captives can be domiciled and licensed in a wide 
          number of domiciles both in the U.S. and off-shore, almost 
          half of U.S. states and more than three dozen countries 
          have established legal frameworks to attract captive 
          insurance entities to domicile there.

          Vermont, which began serving as a domiciliary state for 
          captive insurers upon its legislature's 1981 adoption of 
          Vermont's Special Insurer Act, is now recognized as the 
          largest captive insurance domicile in the U.S. and the 
          third largest in the world, with an excess of $25 billion 
          in gross written premium in 2010.  Vermont is also home to 
          42 of the companies that make up the Fortune 100, and 18 of 
          the companies that make up the Dow 30 have Vermont 
          captives.

           Purpose of this bill  .  According to the author's office, 
          existing CalRecycle regulations are inconsistent with state 
          statutes and effectively prohibit a solid waste company 
          from using captive insurance -- even when the insurer meets 
          all the prescribed statutory criteria set forth in PRC 
          Section 43601.  The solid waste industry has invested and 
          continues to invest in a variety of recycling and diversion 
          programs.  Many of these companies also operate landfills 
          as part of an integrated system to manage waste materials.  
          The capital costs associated with CalRecycle's newly 
          enacted post closure financial assurance regulation 
          requirements reduce the amount of available capital to 
          invest in these programs.  By ensuring that lower cost 

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          capital authorized by law is not impeded by unnecessarily 
          restrictive regulations, companies that operate landfills 
          will be in a better position to increase investments in 
          recycling and comply with state recycling requirements.

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

          According to the Senate Appropriations Committee, unknown 
          one-time costs, possibly in the high tens of thousands or 
          hundreds of thousands of dollars, from the Integrated Waste 
          Management Account (special fund) beginning in 2013-14 for 
          a study and possible audit on holders of captive insurance.

           SUPPORT  :   (Verified  8/20/12)

          Waste Management (source)

           ARGUMENTS IN SUPPORT  :    According to Waste Management, 
          this bill's sponsor:

            Waste Management has operated a single-parent captive 
            insurance company, National Guaranty Insurance Company 
            (NGIC) licensed in the state of Vermont, since 1989.  
            NGIC has an A- A.M. Best Company rating.

            The use of a single-parent captive insurance company 
            permits diversification of risk-financing, promotes 
            superior risk management and claims management, and 
            facilitates access to reinsurance markets.

            As importantly, the use of a single-parent captive 
            insurance company permits the insured company to avoid 
            the volatility of the commercial marketplace where 
            coverage can become unavailable or very expensive 
            unpredictably and rapidly.

            The use of captive insurance in a diversified 
            risk-management portfolio is a commonly-employed and 
            widely accepted technique.  AB 480 provides important 
            clarification in this regard.  


           ASSEMBLY FLOOR  :  70-0, 5/12/11

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          AYES:  Achadjian, Allen, Ammiano, Atkins, Beall, Bill 
            Berryhill, Block, Blumenfield, Bonilla, Bradford, 
            Brownley, Buchanan, Butler, Charles Calderon, Campos, 
            Carter, Chesbro, Cook, Davis, Dickinson, Donnelly, Eng, 
            Feuer, Fletcher, Fong, Fuentes, Furutani, Beth Gaines, 
            Galgiani, Gatto, Gordon, Grove, Hagman, Halderman, Hall, 
            Harkey, Hayashi, Hill, Huber, Hueso, Huffman, Jeffries, 
            Jones, Knight, Lara, Logue, Ma, Mansoor, Mendoza, Miller, 
            Monning, Morrell, Nestande, Nielsen, Norby, Olsen, Pan, 
            Perea, V. Manuel P�rez, Silva, Skinner, Smyth, Solorio, 
            Swanson, Valadao, Wagner, Wieckowski, Williams, Yamada, 
            John A. P�rez
          NO VOTE RECORDED:  Alejo, Cedillo, Conway, Garrick, Gorell, 
            Roger Hern�ndez, Bonnie Lowenthal, Mitchell, Portantino, 
            Torres


          JJA:k  8/21/12   Senate Floor Analyses 

                         SUPPORT/OPPOSITION:  SEE ABOVE

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