BILL ANALYSIS                                                                                                                                                                                                    �






                             SENATE COMMITTEE ON HEALTH
                          Senator Ed Hernandez, O.D., Chair

          BILL NO:       AB 1800
          AUTHOR:        Ma
          AMENDED:       May 25, 2012
          HEARING DATE:  June 20, 2012
          CONSULTANT:    Trueworthy

           SUBJECT  :  Health care coverage.
           
          SUMMARY  :  Requires a health care service plan contract and a 
          health insurance policy, except for a specialized health care 
          service plan contract, to provide a limit on annual 
          out-of-pocket expenses for all covered benefits.

          Existing law:
          1.Provides for regulation of health insurers by the California 
            Department of Insurance (CDI) under the Insurance Code, and 
            provides for the regulation of health plans (collectively 
            referred to as carriers) by the Department of Managed Health 
            Care (DMHC), pursuant to the Knox-Keene Health Care Service 
            Plan Act of 1975 (Knox-Keene Act).

          2.Requires carriers to provide certain benefits, but generally 
            does not require carriers to cover prescription drugs.  
            Establishes various requirements on carriers if they do offer 
            prescription drug coverage.

          3.Establishes the Patient Protection Affordability Care Act 
            (ACA), which imposes various requirements, some of which take 
            effect on January 1, 2014, on states, carriers, employers, and 
            individuals regarding health care coverage.
               
          4.Establishes the California Health Benefit Exchange (Exchange), 
            pursuant to the ACA, to facilitate the purchase of qualified 
            health plans (QHPs) by qualified individuals and qualified 
            small employers by January 1, 2014.
          
          5.Prohibits all carriers from setting lifetime limits. Prohibits 
            "restricted annual limits" on coverage through 2013, subject 
            to oversight by the Secretary of the federal Department of 
            Health and Human Services (HHS), with no annual limits allowed 
            starting in 2014 to new plans in the individual market, and 
            all new and existing group plans, excluding self-insured 
            plans.
                                                         Continued---



          AB 1800 | Page 2





          6.Requires, under the ACA, carriers that offer coverage in the 
            small group or individual market to ensure coverage includes 
            essential health benefits (EHBs), as defined. Provides that 
            the EHB package will be determined by the federal Department 
            of HHS Secretary and must include, at a minimum, ambulatory 
            patient services; emergency services; hospitalizations; and 
            prescription drugs, among other things. Requires issuers to 
            reduce cost sharing on EHB for individuals with a household 
            income of 400 percent of the federal poverty level (FPL) or 
            below, who enrolls in a silver-level QHP in the individual 
            market or through the Exchange.

          7.Defines, under the Knox-Keene Act, basic health care services 
            as:
             a.   Physician services, including consultation and referral;
             b.   Hospital inpatient service and ambulatory care services;
             c.   Diagnostic laboratory and diagnostic and therapeutic 
               radiologic services;
             d.   Home health services;
             e.   Preventive health services;
             f.   Emergency health care services, including ambulance and 
               ambulance transport services and out-of-area coverage; and
             g.   Hospice care, as specified.

          8.Requires a health plan contract to provide to subscribers and 
            enrollees basic health care services, as specified, except 
            that the DMHC Director may, for good cause, by rule or order, 
            exempt a plan contract or any class of plan contracts from 
            that requirement. Requires the DMHC Director to define the 
            scope of each basic health care service that health care 
            service plans are required to provide as a minimum for 
            licensure. Provides that a health plan is not prohibited from 
            charging subscribers or enrollees a copayment or deductible 
            for a basic health care service or from setting forth, by 
            contract, limitations on maximum coverage of basic health care 
            services, provided that the copayments, deductibles, or 
            limitations are reported to, and held unobjectionable by, the 
            DMHC Director.
          
          This bill:
          1.Requires a health care service plan contract and a health 
            insurance policy, except for a specialized health care service 
            plan contract, that is issued, amended, or renewed on or after 
            January 1, 2014, to provide a limit on annual out-of-pocket 
            expenses for all covered benefits.




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          2.Requires the limit to apply to any copayment, coinsurance, 
            deductible, and any other form of cost sharing for any covered 
            benefits, including prescription drugs, if covered.

          3.Requires the limit not to exceed the limit set forth in the 
            ACA and any subsequent rules, regulations, or guidance issued.

          4.Prohibits anything under this section from being construed as 
            to affect the reduction in cost sharing for eligible insureds 
            described in the ACA and any subsequent rules, regulations, or 
            guidance issued.

           FISCAL EFFECT  :  According to the Assembly Appropriations 
          Committee, minor costs, potentially in the range of $50,000 to 
          DMHC to modify regulations related to drug exclusions, workload 
          costs to DMHC and CDI of $100,000, combined, to ensure plan 
          filings reflect these changes. CalPERS, Medi-Cal, Healthy 
          Families, and other state-administered health plans already 
          comply with the requirements of this bill related to 
          out-of-pocket maximums, so no fiscal impact is expected from 
          this provision.

           PRIOR VOTES  :  
          Assembly Health:    13- 6
          Assembly Appropriations:11- 6
          Assembly Floor:     46- 27
           
          COMMENTS :  
           1.Author's statement.  Despite having health insurance, millions 
            of Californians still have excessive medical expenses that 
            they pay out of their own pocket. People with chronic health 
            conditions need frequent and sometimes expensive care. 
            Unfortunately, there is no limit on how much an insured 
            patient is charged. Some health plans pass along tens of 
            thousands of dollars in costs to their insured patients by 
            limiting shared costs on their insurance products.  This 
            occurs when patients reach the deductible limit set by their 
            insurance company, and are forced to make a desperate choice 
            between paying for necessary medical care or their mortgage, 
            groceries, or children's education.


               





          AB 1800 | Page 4





            AB 1800 clarifies California health plans have one annual 
            capped deductible, which includes all out-of-pocket (OOP) 
            costs for covered benefits. The OOP cap will include consumer 
            costs for hospitalization, physician visits, prescription 
            drugs, co-payments, deductibles, and any other form of cost 
            sharing the patient must pay for out of their own pocket.

            This provides transparency so patients will know each year the 
            maximum they will be expected to pay for their health coverage 
            and benefits. AB 1800 is not a benefit mandate; it simply 
            aligns plans that already cover these expensive medications 
            with federal health care reform so patients are not paying 
            exorbitant amounts monthly for medications they need.



          2.Background.  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). Regarding the 
            private health insurance market, the ACA primarily 
            restructures the individual and small group markets, setting 
            minimum standards for health coverage, providing financial 
            assistance to individuals with income below 400 percent of the 
            FPLl, including reduced cost sharing, tax credits for small 
            employers, and the establishment of Health Benefit Exchanges 
            and EHBs that are required to be offered by QHPs.  





            Beginning in 2014, QHPs will be required to offer coverage at 
            one of four levels:  bronze, silver, gold, or platinum.  
            Levels will be based on a specified share of full actuarial 
            value of the EHBs. These plans will be prohibited from 
            imposing an annual cost-sharing limit that exceeds the 
            thresholds applicable to Health Saving Account (HSA)-qualified 
            High Deductible Health Plans (HDHPs).  








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            In 2013, the annual out-of-pocket maximum will be $6,050 for 
            an individual and $12,100 for family coverage. Catastrophic 
            plans are also permitted only in the individual market for 
            young adults (under age 30) and for those persons exempt from 
            the individual mandate, but catastrophic plans must cover EHBs 
            and have deductibles equal to the amounts specified as 
            out-of-pocket limits for HSA-qualified HDHPs.  



          3.Essential health benefits.  Effective January 1, 2014, federal 
            law requires Medicaid benchmark and benchmark-equivalent 
            plans, plans sold through the Exchange, and health plans and 
            health insurers providing coverage to individuals and small 
            employers to ensure coverage of EHBs.  EHBs must include 10 
            general categories and the items and services covered within 
            the following categories:
                  �         Ambulatory patient services;
                  �         Emergency services;
                  �         Hospitalization;
                  �         Maternity and newborn care;
                  �         Mental health and substance use disorder 
                    services, including behavioral health treatment;
                  �         Prescription drugs;
                  �         Rehabilitative and habilitative services and 
                    devices;
                  �         Laboratory services;
                  �         Preventive and wellness services and chronic 
                    disease management; and
                  �         Pediatric services, including oral and vision 
                    care.

            On December 16, 2011, the HHS Center for Consumer Information 
            and Insurance Oversight released an EHB Bulletin proposing 
            that EHBs be defined using a benchmark approach. States are 
            given the option of selecting from specified benchmark health 
            insurance plans.

          1.Cost sharing.  Cost sharing may include copayments, 
            coinsurance, and/or deductibles. Copayments are a form of 
            cost sharing in which a health plan enrollee pays a specific 
            amount out-of-pocket at the time of receiving a health care 
            service or when paying for a prescription, after any 
            applicable deductible. Coinsurance is the percentage of 




          AB 1800 | Page 6




            covered health care costs for which a health plan enrollee 
            is responsible, after any applicable deductible. Deductibles 
            are a fixed dollar amount an enrollee is required to pay 
            out-of-pocket within a given time period before 
            reimbursement begins for eligible health care services.
            
            Some individuals with income under 400 percent of the FPL 
            will receive refundable tax credits toward the purchase of 
            QHPs. The payment will go directly to the insurer and will 
            reduce the premium liability for that individual. Those who 
            qualify for premium credits and are enrolled in an exchange 
            plan at the silver tier beginning in 2014 will also be 
            eligible for assistance in paying any required cost-sharing 
            for their health services. Cost sharing subsidies will 
            further reduce those out-of-pocket maximums for qualifying 
            individuals.

          2.Families USA Report.  A February 2011 Families USA report 
            found that, in 2011, an estimated 1.9 million Californians are 
            in families that will have out-of-pocket spending, for 
            essential benefits, that exceeds the caps the ACA puts into 
            place. The total amount by which this spending will exceed the 
            new caps is more than $3.0 billion. The report identifies 71.5 
            percent of the Californians who will spend more than the 
            out-of-pocket caps are in working families and 1.4 million 
            Californians who will spend more than the out-of-pocket caps 
            are in families where at least one person is employed full- or 
            part-time. The report concludes that the ACA creates new 
            out-of-pocket caps that will protect California families from 
            catastrophic health care costs. These new caps guarantee that 
            consumers will not have to pay more out-of- pocket for covered 
            services than a set amount each year, thereby limiting 
            deductibles, copayments, and co-insurance.  

          3.California Health Benefits Review Program (CHBRP).  AB 1996 
            (Thomson), Chapter 795, Statutes of 2002, requests the 
            University of California to assess legislation proposing a 
            mandated benefit or service and prepare a written analysis 
            with relevant data on the medical, economic, and public 
            health impacts of proposed health plan and health insurance 
            benefit mandate legislation. CHBRP was created in response 
            to AB 1996, and SB 1704 (Kuehl), Chapter 684, Statutes of 
            2006, extended CHBRP for four additional years. CHBRP 
            indicates this bill is not a conventionally defined benefit 
            mandate because it does not mandate coverage of specific 
            treatments and services. This bill impacts the terms and 




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            conditions of coverage of plans and policies. CHBRP has 
            adjusted the analysis regarding medical effectiveness, cost, 
            and public health impacts to address the requirements of 
            this bill.
            
             a.   Medical effectiveness.  In general, studies of the 
               effects of cost sharing on privately insured, nonelderly 
               adults, the population to which this bill would apply, have 
               found that:  persons who face higher cost sharing for a 
               particular type of health care service use less of that 
               service than persons who face lower cost sharing, persons 
               who face higher cost sharing reduce use of both essential 
               and non-essential health care services, and cost sharing 
               has stronger effects on the use of health care by 
               low-income persons than high-income persons. There were no 
               relevant studies on annual out-of-pocket maximums.  With 
               regard to deductibles, persons enrolled in HDHPs were as 
               likely to fill any prescriptions as persons enrolled in 
               PPOs, the preponderance of evidence from two studies 
               suggest that persons enrolled in HDHPs are more likely than 
               persons enrolled in PPOs to discontinue use of some classes 
               of prescription drugs for chronic conditions, and persons 
               enrolled in HDHPs are less likely than persons enrolled in 
               PPOs to be adherent to daily prescription drug therapy for 
               some chronic conditions.

             b.   Coverage impacts.  This bill affects the health 
               insurance of approximately 21.66 million people. Of that, 
               3.3 percent (714,780) would have their cost sharing reduced 
               as a result of the annual out-of-pocket maximum, and 63.89 
               percent of enrollees (13,838,620) have coverage that is not 
               compliant with this bill.  Among the enrollees with 
               outpatient prescription benefits, 61 percent of enrollees 
               (13,220,970) have an annual out-of-pocket maximum, but 
               prescription drugs are excluded from the annual 
               out-of-pocket maximum.  Public coverage would not be 
               impacted by this bill because they are already compliant.  
               Additionally, 5,151 enrollees are estimated by CHBRP to 
               become uninsured because of premium increases resulting 
               from this bill.

             c.   Utilization impacts.  CHBRP projects no overall change 
               in the number of users of health care services after the 
               increase in the number of uninsured is taken into 
               consideration.  However, CHBRP estimates an increase in 




          AB 1800 | Page 8




               utilization by users as a result of the decrease in 
               enrollee out-of-pocket cost sharing expense. This increase 
               in utilization by existing users would result in costs 
               being shifted from enrollees to plans and policies. CHBRP 
               estimates that the total medical cost per user paid by a 
               plan or policy would increase by 1 percent and the total 
               medical cost per enrollee would decrease by 3 percent.

             d.   Cost impacts.  Total net expenditures would increase by 
               $246.5 million and enrollee out-of-pocket expenditures are 
               likely to decrease by $275.5 million. Total premium 
               expenditure by private employers for group insurance is 
               expected to increase by $361.14 million or .6 percent and 
               $72.76 million or .95 percent for individual insurance. The 
               average portion of the premium paid by the employers in 
               large group market would increase by $1.77 and $5.55 per 
               member per month (PMPM) and, in the small group market, the 
               increase would be $.96 and $6.41, respectively. The higher 
               PMPM increases apply to CDI-regulated products. The major 
               impact would be to shift some of the out-of-pocket expenses 
               from enrollees to plans or policies and to the purchasers.  

              e.   Public health impacts.  The ability to estimate public 
               health impact is limited. However, there is a preponderance 
               of evidence showing that cost sharing in general is 
               associated with reduced utilization and treatment adherence 
               and poorer clinical outcomes. There may be a public health 
               impact by reducing the financial burden on enrollees that 
               currently have an annual out-of-pocket maximum, but the 
               increases in premiums for CDI-regulated large-group, 
               small-group, and individual market are likely to result 
               from this bill and will lead to loss of insurance for an 
               estimated 5,151 individuals. In general, due to the lack of 
               data, the effects of many of the requirements and the 
               magnitude of the public health impact are unknown.
             
          4.Related legislation.  SB 951 (Hernandez) selects the Kaiser 
            Small Group HMO as California's benchmark plan to define EHB.  
            The Kaiser Small Group HMO covers all state mandates and will 
            ensure the state does not defray additional costs. SB 951 is 
            currently pending before the Assembly Health Committee.

            AB 1453 (Monning) is nearly identical to SB 951. AB 1453 is 
            currently pending before the Senate Health Committee.

          5.Prior legislation.  AB 310 (Ma) of 2011 would have prohibited 




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            health plan contracts and health insurance policies that cover 
            outpatient prescription drugs from requiring coinsurance, as 
            defined, as a basis for cost sharing for outpatient 
            prescription drug benefits and would have imposed specified 
            limitations on copayments, as defined, and out-of-pocket 
            expenses for outpatient prescription drugs. AB 2011 was held 
            in Assembly Appropriations Committee.

            SB 51 (Alquist) Chapter 644, Statutes of 2011, established 
            enforcement authority in California law to implement 
            provisions of the ACA related to medical loss ratio 
            requirements on health plan and health insurers and 
            prohibitions on annual and lifetime benefits.  

            SB 961 (Wright) of 2010 would have required a health plan 
            contract or health insurance policy that provides coverage for 
            cancer chemotherapy treatment to establish limits on enrollee 
            out-of-pocket costs for prescribed, orally administered, 
            nongeneric cancer medication. SB 961 was vetoed by the 
            Governor Schwarzenegger. In his veto message, he indicated 
            that his concerns about adding costs to our increasingly 
            expensive health insurance premiums had not been addressed and 
            that SB 961 is unnecessary in light of the provisions of the 
            federal health reform act that will take effect on January 1, 
            2014, and will cap out-of-pocket costs for both individuals 
            and families.

            SB 900 (Alquist), Chapter 659, Statutes of 2011 and AB 1602 
            (Perez), Chapter 655, Statutes of 2011 established the 
            California Health Benefit Exchange. 

            AB 2170 (Bonnie Lowenthal) of 2010 would have prohibited 
            health plans and health insurers that cover prescription drugs 
            and use a formulary from increasing applicable copayments or 
            deductibles for prescription drugs for the length of the 
            contract, including, but not limited to, during an open 
            enrollment period. AB 2170 died on the Assembly Appropriations 
            Committee Suspense File.

            SB 161 (Wright) of 2009 would have required a health plan 
            contract or health insurance policy issued, amended, or 
            renewed after January 1, 2010, that provides coverage for 
            cancer chemotherapy treatment, to provide coverage for an 
            orally administered cancer medication no less favorably than 
            intravenously administered or injected cancer medications 




          AB 1800 | Page 10




            covered under the contract or policy. In his veto message, 
            Governor Schwarzenegger stated, "For those patients fortunate 
            enough to have health coverage in today's economic 
            environment, health plans already provide coverage for oral 
            anticancer medications. This bill limits a plan's ability to 
            control both the appropriateness of the care and the cost by 
            requiring them to immediately cover every medication as soon 
            as it receives federal approval regardless of the provisions 
            of the health plan's formulary placing them at a severe 
            disadvantage when negotiating prices with drug manufacturers. 
            I do believe that oral anticancer medications can be more 
            cost-effective and efficacious in some instances. If there is 
            a way to provide greater access without increasing overall 
            costs, I would be willing to reconsider such a measure next 
            year. I would encourage a collaborative approach with my 
            Administration, the health plans, and the pharmaceutical 
            manufacturers next year on this topic."

            AB 2052 (Goldberg), Chapter 336, Statutes of 2002, prohibits 
            health plans and health insurers from making any change in 
            premium rates or cost sharing after acceptance of a contract 
            or policy or after the annual open enrollment period.

            AB 974 (Gallegos), Chapter 68, Statutes of 1998, prohibits 
            health plans from limiting coverage for a drug that had 
            previously been approved by the plan and requires specified 
            disclosures regarding the use and contents of drug 
            formularies.

          6.Support.  Health Access California, a co-sponsor of AB 1800 
            writes that today Californians face out-of-pocket medical 
            expenses of hundreds of thousands of dollars for covered 
            benefits. Health Access California argues this bill will help 
            protect more than 10 million Californians from catastrophic 
                    out-of-pocket costs. The Advocacy for Patients with Chronic 
            Illness writes that AB 1800 is needed so consumers will know 
            the maximum they will be expected to pay for their health 
            coverage and benefits each year. The Association of Northern 
            California Oncologists writes that due to the expensive nature 
            of cancer treatment, patients rely on the consistency and 
            affordability of their health insurance to help pay for their 
            treatment. A cancer's patient out-of-pocket expenses can 
            create an impediment to accessing vital therapies. Western 
            Center on Law and Poverty supports AB 1800 saying it closes 
            the loophole that allows plans to provide prescriptions under 
            a different deductible and copay system. The National Multiple 




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            Sclerosis Society, also a co-sponsor of AB 1800, writes that 
            this bill will help people living with MS, who are frequent 
            users of the health care system, rely on important but 
            expensive medicines and who are struggling with rising 
            out-of-pocket health care costs.  

          7.Opposition.  The California Association of Health Plans (CAHP) 
            is opposed unless amended arguing AB 1800 applies the federal 
            outofpocket limits to all covered benefits, including benefits 
            covered or offered by large employers that are different than 
            the EHBs selected by California, going farther than the ACA. 
            CAHP argues that unless properly amended, AB 1800 can have the 
            unintend8.ed consequence of increasing costs for large 
            employers that provide affordable coverage to their workers 
            through innovative benefit design. The California Association 
            of Life & Health Insurance Companies writes in opposition that 
            AB 1800 deviates from the ACA by limiting flexibility that 
            exists under federal guidelines for insurers to have two 
            separate deductibles - one for prescription drugs and one for 
            medical benefits. Opponents argue that because AB 1800 does 
            not make its provisions contingent upon the survival of the 
            federal ACA this will lead to higher costs and less access to 
            care.  

          9.Amendments.  
             a.   Does the author wish to clarify the term "all covered 
               benefits" to mean benefits and services defined by EHB?  
             b.   SB 1800 currently conflicts with SB 951 (Hernandez) and 
               AB 1453 (Monning).  The author may wish to change the new 
               section number to avoid this conflict.
          
          
           SUPPORT AND OPPOSITION  :
          Support:  Health Access: California (co-sponsor)
                    National Multiple Sclerosis Society (co-sponsor)
                    Advocacy for Patients with Chronic Illness, Inc.
                    Alliance for Biotherapeutics
                    American Cancer Society
                    American Federation of State, County and Municipal 
                              Employees, AFL-CIO
                    Association of Northern California Oncologists
                    BIOCOM
                    California Arthritis Foundation Council
                    California Black Chamber of Commerce
                    California Communities United Institute




          AB 1800 | Page 12




                    California Conference Board of Amalgamated Transit 
                              Union
                    California Conference of Machinists
                    California Family Health Council
                    California Neurology Society
                    California Pan-Ethnic Health Network
                    California Psychological Association
                    California Teamsters Public Affairs Council
                    California Urological Association
                    Community Healthcare Services
                    Congress of California Seniors
                    Crohn's and Colitis Foundation of America
                    Engineers and Scientists of California
                    Familia Unida
                    For Grace
                    International Longshore & Warehouse Union
                    Lupus Foundation of Southern California
                    Medical Oncology Association of Southern California, 
                              Inc.
                    Mental Health America of California
                    National Association of Social Workers - California 
                              Chapter
                    Neuropathy Action Foundation
                    Professional & Technical Engineers, Local 21
                    UNITE HERE!
                    United Food and Commercial Workers Union, Western 
                              States Council
                    Western Center on Law and Poverty
                    Two individuals

          Oppose:   America's Health Insurance Plans (unless amended)
                    Association of California Life and Health Insurance 
                              Companies
                    California Association of Health Plans (unless 
                              amended)
                    California Association of Health Underwriters (unless 
                              amended)
                    California Chamber of Commerce
                    CVS Caremark (unless amended)

                                      -- END --