BILL ANALYSIS                                                                                                                                                                                                    �



                                                                      



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          |SENATE RULES COMMITTEE            |                   SB 615|
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                              UNFINISHED BUSINESS


          Bill No:  SB 615
          Author:   Calderon (D)
          Amended:  8/6/12
          Vote:     21

           
          PRIOR VOTES NOT RELEVANT

           ASSEMBLY FLOOR  :  76-1, 8/9/12 - See last page for vote


           SUBJECT  :    Multiple employer welfare arrangements:  
          benefits

           SOURCE  :     California Association of Small Employer Health 
          Plans


           DIGEST  :    This bill prohibits multiple employer welfare 
          arrangements (MEWAs) from offering, marketing, 
          representing, or selling any product, contract, or discount 
          arrangement as a minimum essential coverage (MEC) or as 
          compliant with Essential Health Benefits (EHB) as defined 
          by the federal Patient Protection and Affordable Care Act 
          (ACA), unless it meets the applicable requirements under 
          the ACA.

           Assembly Amendments  delete the Senate version of the bill, 
          which required solicitors and solicitor firms engaged in 
          the supervision of solicitation for health care service 
          plan contracts to complete specified training, and instead 
          add the current language.

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           ANALYSIS  :    

          Existing law: 

          1. Provides for the regulation of health insurers by the 
             California 
             Department of Insurance (CDI), and confers limited 
             authority to regulate MEWAs on CDI, under provisions of 
             the Insurance Code. 

          2. Requires, under the ACA, a health insurance issuer that 
             offers health insurance coverage in the individual or 
             small group market to ensure that such coverage includes 
             the EHB package, as specified, and that it includes 10 
             categories of services including ambulatory patient 
             services and emergency services. 

          This bill prohibits MEWAs from offering, marketing, 
          representing, or selling any product, contract, or discount 
          arrangement as a MEC or as compliant with EHB as defined by 
          the federal ACA, unless it meets the applicable 
          requirements under the ACA.

           Comments
           
          The author's office writes that existing state law does not 
          address whether MEWAs must offer health plans that cover 
          EHBs.  In fact, the ACA exempted self-funded or partially 
          self-funded Employee Retirement Income Security Act of 1974 
          (ERISA) plans such as MEWA trusts.  As such, unless there 
          is an obligation to disclose whether the health plans 
          offered by MEWAs cover MEC, employers who are members of 
          the MEWAs and who purchase health care benefits from the 
          MEWA will not be aware of whether the health plan meets the 
          MEC pursuant to the ACA.  This bill seeks to establish 
          disclosure requirements on California regulated MEWAs 
          associated with MEC and EHBs. 

          According to the CDI, MEWAs, compared to other insurers, 
          have lower required surplus; no Risked Based Capital 
          requirements; no guaranty fund coverage; and no premium 
          tax.  However, MEWAs must have stop loss insurance and are 
          statutorily presumed to be subject to all insurance 
          statutes, but that is a rebuttable presumption for laws 

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          that are applicable and not inconsistent with ERISA or the 
          code.  In addition, pursuant to existing law, MEWA rates 
          are filed with the CDI for informational purposes.  
          According to the California Association of Small Employer 
          Health Plans (CASEHP), there are only four MEWAs operating 
          in California:  Printing Industry Association of Southern 
          California Trust; Western Growers of California Trust; 
          California Society of Certified Public Accountants Trust; 
          and, United Agribusiness League Trust.  The California 
          HealthCare Foundation report indicates that all three of 
          the four MEWAs are both self and fully insured in some 
          geographic areas, depending on the needs of their 
          membership and the availability of policies from insurers.  
          Coverage offered through self-insured MEWAs is priced to 
          compete with carriers when options are available. 

          The ACA requires an individual and his/her dependents to 
          have MEC or pay a penalty unless certain exemptions apply.  
          The ACA requires employers with over 50 employees to 
          provide MEC and may assess penalties if an employee obtains 
          a tax credit through a health benefit exchange.  The ACA 
          also establishes minimum EHBs, which are health care 
          benefits that are required to be covered by small group and 
          individual (not grandfathered) plans both inside and 
          outside a health benefit exchange.  According to the 
          sponsor a fully insured MEWA is not subject to ACA market 
          reforms (no pre-existing condition exclusions, no annual or 
          lifetime limits, dependent coverage, preventive services, 
          etc.,) but the coverage purchased from the health insurance 
          issuer is subject to the market reforms of the ACA 
          including the requirement to cover EHBs in the individual 
          and small group markets.  The sponsor indicates that 
          self-funded or partially self-funded MEWAs that are also 
          employee welfare benefit plans are subject to the ACA 
          market reforms as a group health plan but are not required 
          to cover EHBs.  Additionally, self-funded or partially 
          funded MEWAs that are not employee welfare benefit plans 
          are subject to the ACA market reforms as a health insurance 
          issuer and must provide EHBs in the individual and small 
          group markets.  The CDI agrees.  According to CDI, the EHB 
          statute at 42 United States Code (USC) 300gg-6 states:  "A 
          health insurance issuer that offers health insurance 
          coverage in the individual or small group market shall 
          ensure that such coverage includes the essential health 

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          benefits package required under section 1302(a) of the 
          Patient Protection and Affordable Care Act �42 USC 
          Subsection 18022(a)]."  MEWAs are not "health insurance 
          issuers."  Section 2791(b)(1)-(2) of the Public Health 
          Service Act defines insurance coverage as coverage "offered 
          by a health insurance issuer" and that same section states 
          that a health insurance issuer "does not include a group 
          health plan."  Under 2791(a) a group health plan is an 
          employee welfare benefit plan as defined under ERISA.  
          Under ERISA, MEWAs are a form of employee welfare benefit 
          plan (29 USC 1002(40).)  In addition, the Insurance Code 
          states that "A multiple employer welfare arrangement shall 
          comply with the criteria set forth for an employee welfare 
          benefit plan in order to qualify for a certificate of 
          compliance."  Therefore, since MEWAs are a form of employee 
          welfare benefit plan, which are a group health plan, they 
          cannot be insurance issuers subject to the EHB requirements 
          under federal law.  MEWAs are not subject to the small 
          group requirement of covering the EHBs only. 

          This bill is sponsored by CASEHP, which is an association 
          of California MEWAs.  According to CASEHP, together those 
          ERISA trust plans provide health care benefits to over 
          100,000 employees and their dependents.  Members of the 
          CASEHP have provided health care benefits to their employer 
          members for several decades.  As such, it is important to 
          their continued operation to be transparent by providing 
          full disclosure of whether health care benefits provided by 
          these trusts meet the coverage requirement of the ACA.

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

           SUPPORT  :   (Verified  8/9/12)

          California Association of Small Employer Health Plans 
          (source)


           ASSEMBLY FLOOR  :  76-1, 8/9/12
          AYES:  Achadjian, Alejo, Allen, Ammiano, Atkins, Beall, 
            Bill Berryhill, Block, Blumenfield, Bonilla, Brownley, 
            Buchanan, Butler, Campos, Carter, Cedillo, Chesbro, 
            Conway, Cook, Davis, Dickinson, Eng, Feuer, Fletcher, 

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            Fong, Fuentes, Furutani, Beth Gaines, Galgiani, Garrick, 
            Gatto, Gordon, Gorell, Grove, Hagman, Halderman, Hall, 
            Harkey, Hayashi, Hill, Huber, Hueso, Huffman, Jeffries, 
            Jones, Knight, Lara, Logue, Bonnie Lowenthal, Ma, 
            Mansoor, Mendoza, Miller, Mitchell, Monning, Morrell, 
            Nestande, Nielsen, Norby, Olsen, Pan, Perea, V. Manuel 
            P�rez, Portantino, Silva, Skinner, Smyth, Solorio, 
            Swanson, Torres, Valadao, Wagner, Wieckowski, Williams, 
            Yamada, John A. P�rez
          NOES:  Donnelly
          NO VOTE RECORDED:  Bradford, Charles Calderon, Roger 
            Hern�ndez


          JJA:k   8/10/12   Senate Floor Analyses 

                         SUPPORT/OPPOSITION:  SEE ABOVE

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