BILL ANALYSIS                                                                                                                                                                                                    �



                                                                            



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          |SENATE RULES COMMITTEE            |                       SB 1446|
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                                    THIRD READING


          Bill No:  SB 1446
          Author:   DeSaulnier (D), et al.
          Amended:  5/27/14
          Vote:     27 - Urgency


           SENATE HEALTH COMMITTEE  :  9-0, 5/7/14
          AYES:  Hernandez, Morrell, Beall, De Le�n, DeSaulnier, Evans,  
            Monning, Nielsen, Wolk

           SENATE APPROPRIATIONS COMMITTEE  :  Senate Rule 28.8


           SUBJECT :    Health care coverage:  small employer market

           SOURCE  :     Department of Insurance


           DIGEST  :    This bill allows a small employer health plan  
          contract or a small employer health insurance policy in effect  
          on December 31, 2013, that does not qualify as a grandfathered  
          health plan under Affordable Care Act (ACA), to be renewed until  
          January 1, 2015, and to continue to be in force until December  
          31, 2015.  This bill exempts those health plan contracts and  
          health insurance policies from various provisions of state law  
          that implement the ACA and requires the contracts and policies  
          to comply with those provisions by January 1, 2016, in order to  
          remain in force on and after that date.  Requires these  
          provisions be implemented only to the extent permitted by the  
          ACA.

           Senate Floor Amendments  of 5/27/14 expand the application of the  
          bill to small group health care service plans and insurance  
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          policies that were in effect on December 31, 2013, (rather than  
          limiting the bill to those in effect on October 1, 2013); revise  
          the notice requirement to include more information for small  
          employers about new affordable and/or comprehensive benefits and  
          that tax credits are available through the Small Business Health  
          Options Program (SHOP); require a health care service plan or  
          health insurer that offers non-ACA-compliant coverage for  
          renewal to offer renewal to all employers whose coverage was in  
          effect on December 31, 2013; and clarify that renewed  
          non-ACA-compliant coverage can only be offered, marketed and  
          sold to an employer whose coverage with that carrier was in  
          effect on December 31, 2013.

           ANALYSIS  :    

          Existing law:

          1.Regulates health plans through the Department of Managed  
            Health Care and health insurance policies through the  
            Department of Insurance (CDI).  Health plans include Health  
            Maintenance Organizations (HMOs) and some Preferred Provider  
            Organizations (PPOs).  Health insurance policies include PPOs,  
            but not HMOs.

          2.Requires on or after October 1, 2013 a non-grandfathered plan  
            or insurer to fairly and affirmatively offer, market, and sell  
            all of the plan's small employer health plan contracts and  
            insurance policies for plan years on or after January 1, 2014,  
            to all small employers in each service area in which the plan  
            provides or arranges for health care services.  This is  
            referred to as "guarantee issue."

          3.Prohibits a plan or insurer from rejecting an application from  
            a small employer for a small employer health plan contract or  
            insurance policy if certain conditions are met.

          4.Requires health plans and health insurers to consider as a  
            single risk pool for rating purposes the claims experience of  
            all insureds and enrollees in all non-grandfathered health  
            insurance policies in this state, whether offered as a health  
            plan contract or health insurance policy, including those  
            insureds and enrollees who enroll in individual coverage  
            through Covered California and enrollees and insureds outside  
            of Covered California.  This requirement applies separately  

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            for individual market products and small group products.

          5.Requires the premium rate for a small employer health plan or  
            insurance policy issued, amended, or renewed after January 1,  
            2014 to vary only by age, not more than three to one for like  
            individuals of different ages, as specified, geographic  
            region, as specified, and whether the contract or policy  
            covers an individual or family, as specified.

          6.Requires individual and small group health plans and insurance  
            policies issued, amended, or renewed, on or after January 1,  
            2014, to cover at a minimum, essential health benefits (EHBs)  
            as specified in state and federal law.

          7.Requires, on or after January 1, 2015, for non-grandfathered  
            health plan contracts or health insurance policies in the  
            individual and small group markets to provide for a limit on  
            annual out-of-pocket (OOP) expenses for all covered benefits  
            that meet the definition of EHBs, including out-of-network  
            emergency care, as specified.

          8.Requires the maximum OOP limit to apply to any copayment,  
            coinsurance, deductible and any other form of cost sharing for  
            all covered benefits that meet the definition of EHBs.

          9.Requires the limit, described in (8) above, to result in a  
            total maximum OOP limit for all EHBs equal to the dollar  
            amounts in effect under the Internal Revenue Service, as  
            specified, as adjusted by the ACA, as specified.

          10.Prohibits small employer health plan contracts and insurance  
            policies offered, sold, or renewed on or after January 1, 2014  
            from containing deductibles that exceed $2,000 for a single  
            individual and $4,000 for any other plan contract or policy.

          11.Defines levels of coverage for the non-grandfathered small  
            group market as Bronze, Silver, Gold, Platinum, as specified.

          12.Establishes premium rate rules for small employer health plan  
            and insurance contracts including, that effective July 1,  
            1996, the employee risk adjustment factor may not be more than  
            110% or less than 90%, and requires plans and insurers to  
            apply standard employee risk rates consistently with respect  
            to all small employers.

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          This bill:

          1.Authorizes a small employer health care service plan or health  
            insurance policy in effect on December 31, 2013, and still in  
            effect as of the effective date of this bill, that does not  
            qualify as a grandfathered health plan, or health insurance  
            policy, to be renewed until January 1, 2015, and continue to  
            be in force until after December 31, 2015, subject to  
            applicable federal law, and any other requirements imposed by  
            this bill.

          2.Requires, if a health plan and insurer offer renewal, to  
            include the following notice with the notice issued pursuant  
            to (1) above:

            "New health care coverage options are available in California.  
             You currently have health care coverage that is not required  
            to comply with many new laws.  A new health care service plan  
            contract/health benefit plan may be more affordable and/or  
            offer more comprehensive benefits.  New plans may also have  
            limits on deductibles and out-of-pocket costs, while your  
            existing plan may have no such limits.

            You have the option to remain with your current coverage for  
            one more year or switch to new coverage that complies with the  
            new laws.  Covered California, the state's new health  
            insurance marketplace, offers small employers health insurance  
            from a number of companies through its Small Business Health  
            Options Program (SHOP).  Federal tax credits are available  
            through SHOP to those small employers that qualify.  Talk to  
            Covered California (1-877-453-9198), your plan representative,  
            or your insurance agent to discuss your options."

          3.Authorizes a small employer health plan or health insurance  
            policy described in (1) above, to continue to be in force  
            after December 31, 2015, if the contract or plan is amended to  
            comply with all of the provisions, listed in (4) below, by  
            January 1, 2016, and if the contract or plan complies with all  
            other applicable provisions of law.

          4.Requires, prior to renewing a small employer health plan  
            contract or health insurance policy pursuant to (1) above, the  
            health plan or health insurance policy to provide notice to  

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            the group contract holder regarding the option to renew  
            coverage using a specified notice issued by the U.S.  
            Department of Health and Human Services, Centers for Medicare  
            and Medicaid Services (CMS) on March 5, 2014.

          5.Requires, no later than January 1, 2016, a small employer  
            health plan contract or health insurance policy to be amended  
            to comply with the provisions, described in (4) above.

          6.Requires a health care service plan or insurer that offers for  
            renewal a small employer health care service plan  
            contract/health benefit plan pursuant to (1) above, to offer  
            renewal to all employers whose health care service plan  
            contract with that health care service plan was in effect on  
            December 31, 2013.

          7.Clarifies that a non-ACA-compliant small employer health care  
            service plan contract or health benefit plan that is renewed  
            can only be offered, marketed, and sold to an employer whose  
            plan was in effect on December 31, 2013.

          8.Defines a "small employer health benefit plan" as a group  
            health care service plan contract other than a specialized  
            health plan, issued to a small employer, as specified.

          9.Defines a "health benefit plan" as a policy of health  
            insurance, as specified, for the covered eligible employees of  
            a small employer and their dependents.  The term does not  
            include coverage of Medicare services pursuant to contracts  
            with the United States government or coverage that provides  
            excepted benefits, as specified.

          10.Requires a small employer health plan contractor health  
            insurance policy, pursuant to (1) above, to be subject to  
            risk-adjustment factors of not more than 110% and not less  
            than 90% and consistent employee risk rates with respect to  
            all small employers.  Requires the small employer health plan  
            contract or health insurance policy to continue to be subject  
            to all other requirements on non-grandfathered small employer  
            plans and the Knox-Keene Act or laws applying to life and  
            disability insurance.

          11.Exempts a small employer health plan contract or health  
            insurance policy, described in (1) above, from the following  

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            provisions in existing California law:

             A.   Requirements to guarantee issue;
             B.   Prohibitions against rejecting applications;
             C.   Requirements for a single risk pool;
             D.   Rating limitations associated with age, family size, and  
               geographic regions;
             E.   Requirements to provide EHBs;
             F.   Maximum limitations on OOP expenses and deductibles; and
             G.   Definitions on levels of coverage and actuarial value.

          1.Requires a health plan and insurer to include with the notices  
            issued pursuant to (1) and (2) above, the premium, cost  
            sharing, and benefits associated with the plan's standard  
            benefit designs approved consistent with existing law for the  
            geographic region of the small employer.

           


          Background
           
           Plan Cancellations Individual Market  .  On May 7, 2013, Covered  
          California adopted model contract requirements that require  
          participating plans, also known as QHPs, to terminate all of  
          their non-ACA-compliant policies effective December 31, 2013.   
          In compliance with this requirement, QHPs began sending out  
          cancellation letters to their enrollees and insureds in late  
          September 2013.  However, the Commissioner of CDI did not  
          approve the termination of policies of two companies under CDI's  
          jurisdiction, indicating that the cancellations were not in  
          compliance with notice requirements of existing law.  For people  
          insured by these companies, cancellation periods were extended  
          to allow for adequate notice.  As such, these policy  
          cancellations were permitted in February and March of 2014.  In  
          addition, two carriers chose to withdraw from the market.  These  
          QHP contract requirements are specific to individual market  
          health plan contracts and insurance policies, not small group  
          market contracts and policies.

          On November 14, 2013, President Obama announced and CMS issued a  
          policy giving insurers the option to offer renewals to people in  
          non-ACA-compliant plans who were enrolled on October 1, 2013.   
          However, implementation was deferred to states and is subject to  

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          state law.

          In response to the November 2013 federal policy option to allow  
          for renewals of insurance coverage, Covered California's  
          governing board chose to maintain its policy to require the  
          cancellations for individual market QHPs (with the exception of  
          the two CDI-regulated carriers) for a number of reasons,  
          including that for the vast majority of Californians, ACA  
          coverage is better coverage.  A special consumer assistance unit  
          was established to help consumers through this transition.

           Key Issues  .  According to Covered California, there are 250,000  
          employers who now offer health coverage in today's small group  
          market.  These numbers include employers with grandfathered  
          plans that were in place when the ACA was enacted.  These  
          employer-sponsored plans cover about 2.2 million individuals.   
          Based on information provided by Covered California based on  
          aggregated information from multiple carriers, an estimate of  
          how the provisions of the ACA affect the small group market  
          rates, in general, is below.  20% of the employers in the total  
          small group market (employing 15% of the employees in the total  
          small group market) will see a reduction in rates on average of  
          10% upon transitioning to ACA-compliant coverage.  Conversely,  
          20% of the small group businesses (employing 30% of the  
          employees in the small group market) will see an average rate  
          increase of 35-40%.

          According to Covered California, approximately one-third of the  
          overall California small group market renews in the first half  
          of the year, and approximately 40 to 50% of the market renews in  
          November and December.  Employers receive renewal rate  
          information approximately 75 days prior to their effective date.  
           Therefore notices for November renewals would start going out  
          in August.

          It is important to keep in mind that some percentage of small  
          employers will already have converted to ACA-compliant coverage  
          prior to enactment should this bill be enacted.  According to  
          Covered California one-third of the market will have renewed by  
          the end of June 2014.  Additionally, those in grandfathered  
          plans are already permitted to renew their non- ACA-compliant  
          coverage.   As such, it is difficult to estimate how many  
          employers and employees would be affected by this bill.  The  
          individual insurance carriers are in the best position to know  

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          those numbers.

           SHOP  .  SHOP facilitates the purchase of health insurance for  
          small-business owners.  SHOP is a second marketplace run by  
          Covered California, separate from the one for individuals.  In  
          2015, Covered California will expand this program to begin  
          offering health plans to employers with one to 100 employees,  
          for coverage beginning January 1, 2016.  Plans participating in  
          SHOP are:  Blue Shield of California, Chinese Community Health  
          Plan, Health Net, Kaiser Permanente, Sharp Health Plan and  
          Western Health Advantage.  These plans are sold through licensed  
          insurance agents trained and certified by Covered California.   
          SHOP is administered for Covered California by Irvine-based  
          Pinnacle Claims Management, Inc., which was awarded the contract  
          in April 2013.  The only way for small business owners to access  
          tax credits available through the ACA is to purchase insurance  
          through Covered California's SHOP.  The first phase of tax  
          credits under the law goes through tax year 2013 and provides  
          businesses with fewer than 25 full-time-equivalent employees  
          with a tax credit, provided the employees make less than $50,000  
          a year.  During this first phase, qualifying employers can  
          receive a tax credit of up to 35% of their contribution toward  
          their employees' premium (25% for non-profits).  The maximum tax  
          credit increases to 50% (35% for non-profits) in 2014 and is  
          available for a total of two consecutive years.  Generally,  
          businesses with 10 or fewer full-time-equivalent employees and  
          wages averaging $25,000 or less a year will qualify for the  
          maximum credits.  To qualify for tax credits, employers must  
          also pay at least 50% of employee-only premium costs.  Through  
          March 31, 2014, 1,156 small businesses (representing about 4,900  
          employees and their dependents) have enrolled for coverage.   
          Enrollment in SHOP is available year round.

           
          Prior Legislation  

          SB 639 (Hernandez, Chapter 316, Statutes of 2013) codifies  
          provisions of the ACA relating to OOP maximums on cost-sharing,  
          health plan and insurer actuarial value coverage levels and  
          catastrophic coverage requirements, and requirements on health  
          insurers for coverage of out-of-network emergency services.   
          Applies OOP limits to specialized products that offer EHBs and  
          permits carriers in the small group market to establish an index  
          rate no more frequently than each calendar quarter.

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          AB 1180 (Pan, Chapter 441, Statutes of 2013) makes inoperative  
          several provisions in existing law that implement the health  
          insurance laws of the federal Health Insurance Portability and  
          Accountability Act of 1996 and additional provisions that  
          provide former employees rights to convert their group health  
          insurance coverage to individual market coverage without medical  
          underwriting.  Established notification requirements informing  
          individuals affected by AB 1180 of health insurance available in  
          2014.

          SB X1 2 (Hernandez, Chapter 2, Statutes of 2013-14 First  
          Extraordinary Session), and AB X1 2 (Pan, Chapter 1, Statutes of  
          2013-14 First Extraordinary Session), conform California law to  
          the ACA as it relates to the ability to sell and purchase  
          individual health insurance by prohibiting pre-existing  
          condition exclusions, establishing modified community rating,  
          requiring the guaranteed issue and renewal of health insurance,  
          and ending the practice of carriers conditioning health  
          insurance on health status, medical condition, claims  
          experience, genetic information, or other factors.  The bills  
          also update the small group market laws for health plans to be  
          consistent with final federal regulations.

          AB 1083 (Monning, Chapter 852, Statutes of 2012) amended  
          California's small group health insurance laws to enact the  
          relevant ACA provisions, such as eliminating pre-existing  
          condition requirements and establishing premium rating factors  
          based only on age, family size, and geographic regions.  AB 1083  
          permits a waiting period of no longer than 60 days; requires an  
          affiliation period under a health plan contract to run  
          concurrently with any waiting period under that contract, not to  
          exceed 60 days; and, allows a waiting period for plan years on  
          or after January 1, 2014 to be applied as a condition of  
          employment if applied equally to all full-time employees,  
          consistent with ACA and any rules, regulations, or guidance  
          issued consistent with that law. 

          SB 951 (Hernandez, Chapter 866, Statutes of 2012), and AB 1453  
          (Monning, Chapter 854, Statutes of 2012) establish California's  
          EHBs benchmark requirements.

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

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           SUPPORT  :   (Verified  5/28/14)

          Department of Insurance (source)
          Associated Builders and Contractors of California
          Bay Area Council
          Blue Shield of California
          California Asian Pacific Chamber of Commerce
          California Association of Health Underwriters
          California Chamber of Commerce
          California Manufacturer and Technology Association
          California Restaurant Association
          California Small Business Association
          Coalition for Business Healthcare Choices
          Delta Dental
          Health Net
          Independent Insurance Agents and Brokers of California
          National Association of Insurance and Financial Advisors -  
          California
          National Federation of Independent Businesses
          San Jose Silicon Valley Chamber of Commerce
          Simi Valley Chamber of Commerce
          Small Business California

           OPPOSITION  :    (Verified  5/28/14)

          AFSCME, AFL-CIO
          Health Access

           ARGUMENTS IN SUPPORT  :    CDI sponsors this bill to allow  
          pre-2014 non-grandfathered small group policies that were sold  
          or renewed in 2013 to be renewed through January 1, 2015.  CDI  
          writes that plans subject to this transitional policy would  
          continue to be subject to existing small group law regarding  
                     premiums, risk adjustment factors, and standard employee risk  
          rates; other provisions of existing law, including the  
          prohibition against the use of preexisting condition or waivered  
          condition provisions, the prohibition against establishing rules  
          for eligibility based on health status-related factors, waiting  
          periods and disclosure requirements for solicitation, and sales  
          materials.

          Delta Dental is in support of this bill because they say it  
          helps mitigate the unanticipated changes and disruptions the ACA  

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          has had on small employer groups as well as patients and their  
          providers.  Delta Dental supports a measure that slows the  
          transition time and allows patients and employers more time to  
          adjust and consider their options for both medical and dental  
          care.

           ARGUMENTS IN OPPOSITION  :    Health Access California writes that  
          this bill would undo numerous consumer protections that assure  
          that covered employees of small businesses will have EHBs,  
          limits on OOP costs, protection against rescission, the ability  
          to shop for standardized plans based on apples to apples  
          comparisons and limits on deductibles.

          AFSCME opposes this bill stating that bringing health care  
          policies into line with the ACA as soon as possible is the best  
          way to expand quality, affordable health care to all  
          Californians.


          JL:e  5/28/14   Senate Floor Analyses 

                           SUPPORT/OPPOSITION:  SEE ABOVE

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