BILL ANALYSIS                                                                                                                                                                                                    �



                                                                AB 1083
                                                                Page  1

        ASSEMBLY THIRD READING
        AB 1083 (Monning)
        As Amended May 24, 2011
        Majority vote 

         HEALTH              13-6        APPROPRIATIONS      11-6        
         
         ----------------------------------------------------------------- 
        |Ayes:|Monning, Ammiano, Atkins, |Ayes:|Fuentes, Blumenfield,     |
        |     |                          |     |Bradford, Charles         |
        |     |Bonilla, Eng, Gordon,     |     |Calderon, Campos, Davis,  |
        |     |Hayashi,                  |     |Hall, Hill, Lara,         |
        |     |Roger Hern�ndez, Bonnie   |     |Mitchell, Solorio         |
        |     |Lowenthal, Mitchell, Pan, |     |                          |
        |     |V. Manuel P�rez, Williams |     |                          |
        |     |                          |     |                          |
        |-----+--------------------------+-----+--------------------------|
        |Nays:|Logue, Garrick, Mansoor,  |Nays:|Harkey, Donnelly, Gatto,  |
        |     |Nestande, Silva, Smyth    |     |Nielsen, Smyth, Wagner    |
        |     |                          |     |                          |
         ----------------------------------------------------------------- 
         SUMMARY  :  Effective January 1, 2014, conforms state law to 
        provisions in the federal Patient Protection and Affordable Care Act 
        (PPACA).  Requires solicitors to notify the small employer of the 
        availability of coverage through the California Health Benefit 
        Exchange (Exchange), makes premium rates established by health care 
        service plans and health insurers (carriers) in effect for 12 
        months, prohibits solicitors and health insurance agents from 
        entering into arrangements with carriers for varied compensation 
        based on health status, claims experience, industry, occupation, or 
        geographic location.  Specifically,  this bill  :  

         CONFORMING  :

        1)Expands the definition of eligible employee by calculating the 
          hours in a normal work week as an average of, rather than at least 
          30 hours per week over the course of a month.  

        2)Prohibits, effective January 1, 2014, carriers from limiting or 
          excluding coverage for any individual based on a preexisting 
          condition, whether or not any medical advice, diagnosis, care, or 
          treatment was recommended or received before that date.  
          Eliminates the ability of carriers to impose a risk adjustment 
          factor to premium rates effective January 1, 2014. 

        3)Allows premium rate variation based upon age of no more than three 







                                                                AB 1083
                                                               Page  2

          to one for adults effective January 1, 2014.

        4)Maintains existing state definition of small employer (two to 50 
          eligible employees) until January 1, 2014, and implements federal 
          option to define small employer as one to 50 until December 31, 
          2016.  Adds to the definition, on or after January 1, 2014, a 
          self-employed individual who obtains at least 50% of annual income 
          from self-employment as demonstrated through personal income tax 
          filings for the current or prior year.    

        5)Implements federal definition of small employer as having at least 
          one, but no more than 100 eligible employees, as specified, on or 
          after January 1, 2017.
         


        BEYOND CONFORMING  :  

         6)Permits a self-employed individual with specified income to, at 
          his or her discretion, enroll in the Exchange as an individual 
          rather than a small employer.

        7)Requires solicitors to notify the small employer of the 
          availability of coverage through the Exchange.

        8)Makes premium rates established by the carrier in effect for 12 
          (rather than six) months.

        9)Extends to solicitors and agents the same prohibition that 
          currently applies to carriers which prevents them from entering 
          into arrangements for compensation with solicitors and agents for 
          the sale of health insurance that vary based on health status, 
          claims experience, industry, occupation, or geographic location.  
          Requires carriers to file with their regulators any and all 
          compensation agreements with solicitors and agents so that the 
          regulators may monitor for compliance.

        10)Requires carriers to file a notice of material modification with 
          their respective regulators at least 60 calendar days (rather than 
          20 business days) prior to renewing or amending a plan contract, 
          as specified.  

         EXISTING LAW  :

        1)Provides for the regulation of health plans by the Department of 
          Managed Health Care (DMHC) under the Knox-Keene Health Care 







                                                                AB 1083
                                                                Page  3

          Service Plan Act of 1975, and for the regulation of health 
          insurers by the California Department of Insurance (CDI) under 
          provisions of the Insurance Code.

        2)Requires carriers to fairly and affirmatively offer, market, and 
          sell all of the plan's contracts that are sold to small employers 
          to all small employers in the state. 

        3)Defines "preexisting condition" provision as a contract provision 
          that excludes coverage for charges or expenses incurred during a 
          specified period following the employee's effective date of 
          coverage, as to a condition for which medical advice, diagnosis, 
          care, or treatment was recommended or received during a specified 
          period immediately preceding the effective date of coverage.

        4)Establishes the following risk categories for rating purposes:  
          age, geographic region, and family composition, plus the health 
          benefit plan selected by the small employer.  Specifies age 
          categories, family size categories, and nine geographic regions. 

        5)Prohibits a plan from, directly or indirectly, entering into any 
          contract, agreement, or arrangement with a solicitor that provides 
          for or results in the compensation paid to a solicitor for the 
          sale of a health plan contract to be varied because of the health 
          status, claims experience, industry, occupation, or geographic 
          location of the small employer. 

        6)Prohibits a policy or contract that covers two or more employees 
          from establishing rules for eligibility, including continued 
          eligibility, of an individual, or dependent of an individual, to 
          enroll under the terms of the plan based on any of the following 
          health status-related factors:  health status; medical condition, 
          including physical and mental illnesses; claims experience; 
          receipt of health care; medical history; genetic information; 
          evidence of insurability, including conditions arising out of acts 
          of domestic violence; and, disability. 
         
        FISCAL EFFECT  :  According to the Assembly Appropriations Committee, 
        minor and absorbable state costs as a result of this bill.  The 
        numerous provisions in this bill, including some that go beyond 
        federal law, largely affect the individual and small-group private 
        insurance markets and have negligible cost implications for the 
        state.  DMHC and CDI regulate health plans and insurers, and in the 
        normal course of their existing regulatory duties would respond to 
        complaints and provide oversight to ensure that plans and insurers 
        were complying with state laws governing how health insurance must 







                                                                AB 1083
                                                                Page  4

        be offered and sold.  There may be minor up-front costs to 
        departments to respond to the health care coverage and insurance 
        market changes, but these would happen under existing federal law.

         COMMENTS  :  Approximately 3.4 million Californians enjoy the 
        protections brought about by California's landmark small employer 
        group health insurance rating and underwriting rules which have 
        applied to employer groups with two to 50 workers since 1993.  These 
        rules require carriers to offer health plan contracts and insurance 
        policies (health insurance) to small employer purchasers on a 
        guaranteed issue (accept a group applying for coverage regardless of 
        the health status or claims experience of group members).  They also 
        require carriers to offer renewal contracts, limit the rating 
        factors carriers can employ in pricing small group products, require 
        carriers to guarantee issue all small employer products to all small 
        group purchasers, and limit the ways in which carriers can exclude 
        coverage for existing health care conditions.  PPACA includes 
        several significant reforms to the health insurance market, 
        including numerous provisions that interact with California's small 
        group laws.  According to the author, implementation of PPACA small 
        group reforms in California has the potential to bring millions of 
        people into the small group market.  This bill is intended to revise 
        California law to conform to the federal law in order to bring more 
        uninsured into coverage.  

        There are some provisions in this bill that go beyond PPACA.  For 
        example, this bill limits the variation in compensation for 
        insurance agents and brokers so that they cannot be paid more for 
        selling products outside of the California Health Benefit Exchange 
        (in effect steering employers away from participating in the 
        Exchange).  Also, this bill requires carrier rates to be in effect 
        for no less than 12, rather than six months, and requires carriers 
        to notify small employers of the availability of coverage through 
        the Exchange.  This bill also makes conforming changes in California 
        law that applies to the individual and group market.

        This bill is cosponsored by the Small Business Majority and Health 
        Access California.  Proponents believe it is important to strengthen 
        safeguards in California consistent with PPACA and to make health 
        insurance more available to small business owners, their employees 
        and self-employed Californians.

        The California Association of Health Plans and the Association of 
        California Life and Health Insurance Companies have opposed unless 
        amended positions on this bill because this bill does not precisely 
        conform to federal law.  The California Association of Health 







                                                                AB 1083
                                                                Page  5

        Underwriters (CAHU) was opposed to a provision in a previous version 
        of this bill and is pleased with the progress that has been made to 
        address their concerns thus far.  CAHU looks forward to continuing 
        discussions.


         Analysis Prepared by  :    Teri Boughton / HEALTH / (916) 319-2097     
                            

                                                                    FN: 
                                                                    0000812