BILL NUMBER: AB 2383 AMENDED BILL TEXT AMENDED IN SENATE JUNE 22, 2000 AMENDED IN ASSEMBLY MAY 26, 2000 AMENDED IN ASSEMBLY APRIL 6, 2000 INTRODUCED BY AssemblyMember KeeleyMembers Keeley and Honda FEBRUARY 24, 2000An act to add and repeal Section 25200 of the Education Code, and to amend Section 22754 of the Government Code,An act to add and repeal Chapter 3 (commencing with Section 25200) of Part 13.5 of Division 1 of Title 1 of the Education Code, and to add Article 10 (commencing with Section 22878) to Chapter 1 of Part 5 of Division 5 of Title 2 of the Government Code, relating to benefits, and making an appropriation therefor. LEGISLATIVE COUNSEL'S DIGEST AB 2383, as amended, Keeley. Public employee benefits: covered employees: retiree health benefits. (1) Existing law, the Public Employees' Medical and Hospital Care Act, defines "employee" for purposes of eligibility for benefits under the act and excludes from that definition specified officers and employees who are employed less than half time. Employee contributions under the act are deposited in the Public Employees' Health Care Fund, a continuously appropriated fund. This bill wouldauthorize contracting agencies, as defined, and school employers to include within that definition certain employees who are employed less than half time or as specifiedmake the provisions of that act applicable to specified employees of a school or agency, as defined, at the option of its governing body, and would authorize the State Teachers' Retirement System to become a contracting agency for certain retired members and classified employees. The bill would define annuitants for purposes of these provisions, and would prohibit a school or agency from maintaining another health benefits plan unless it complies with the provisions of the Public Employees' Medical and Hospital Care Act and is equally available to its retired members, its active employees, and their family members without discrimination as to benefits, premiums, or employer contributions . By expanding eligibility for benefits under the act, the bill would increase the contributions to a continuously appropriated fund, thereby making an appropriation. (2) Existing law, the Teachers' Retirement Law, provides that the State Teachers' Retirement System shall develop a program to provide health care benefits for members, beneficiaries, children, and dependent parents, as defined. Under existing law, employers contribute monthly to the Teachers' Retirement Fund 8% of creditable compensation, as defined. This bill would require the Teachers' Retirement Board tocalculate the actuarial cost of providing specified health benefits to retired members of the Defined Benefit Program of the Teachers' Retirement Plan; provide thatcredit each employer and employing agency who providesthose healthbenefits to its retired membersshall receive a creditunder the Defined Benefit Program of the Teachers' Retirement Plan the sum of $120, adjusted annually, as specified, for each retired member enrolled in one or more specified programs, up to, but not exceeding, a total credit of $2,000,000,000, against its employer contributions to the system, based on that actuarial cost, as specified; and allocate up to $2,000,000,000 to offset those credits.The bill'sThese provisions of the bill would become inoperative on July 1, 2011, and would be repealed January 1, 2012. Vote: majority. Appropriation: yes. Fiscal committee: yes. State-mandated local program: no. THE PEOPLE OF THE STATE OF CALIFORNIA DO ENACT AS FOLLOWS:SECTION 1. Section 22754 of the Government CodeSECTION 1. Chapter 3 (commencing with Section 25200) is added to Part 13.5 of Division 1 of Title 1 of the Education Code, to read: CHAPTER 1. RETIRED MEMBER CREDITS 25200. (a) In order to encourage employers and employing agencies to provide health care benefits to retired members of the Defined Benefit Program, the board shall credit an amount equal to a present value of up to two billion dollars ($2,000,000,000), as specified in subdivision (b), to employers and employing agencies that provide health care benefits to retired members formerly employed by the employer or employing agency. (b) Subject to subdivisions (d) and (e), commencing July 1, 2001, the board shall credit each employer, against the amount contributed pursuant to Section 22950, the sum of one hundred twenty dollars ($120), adjusted annually by the change in state employer contributions for a single enrolled annuitant, as determined by Section 22825.1 of the Government Code, for each retired member the employer or employing agency has certified, in a manner required by the board, is enrolled in one or more of the following programs administered or sponsored by the employer or employing agency: (1) A catastrophic health care program for retired members who are less than 65 years of age. (2) A Medicare supplement health care program. (3) A prescription drug program. (4) A health program provided pursuant to Part 5 (commencing with Section 22751) of Division 5 of Title 2 of the Government Code. (c) The Teachers' Retirement Board shall establish by regulation the services to be provided in a program specified in subdivision (b). The required services shall be comparable to those generally available to participants of comparable programs made available by other public employers in California. (d) The amount credited pursuant to subdivision (b) for each retired member shall not exceed the employer's average costs of health care benefits to retired members formerly employed by the employer or employing agency. (e) No amount shall be credited pursuant to this section when the present value of the total amount credited to all employers and employing agencies is equal to or exceeds two billion dollars ($2,000,000,000). 25201. This chapter shall become inoperative on July 1, 2011, and, as of January 1, 2012, is repealed, unless a later enacted statute that is enacted before January 1, 2012, deletes or extends the dates on which it becomes inoperative and is repealed. SEC. 2. Article 10 (commencing with Section 22878) is added to Chapter 1 of Part 5 of Division 5 of Title 2 of the Government Code, to read: Article 10. Optional Health Benefits 22878. The provisions of this part also apply to schools and agencies, as specified in this article. The purpose of this article is to set forth optional provisions which may only be used by schools and agencies. If schools and agencies choose to follow the optional provisions of this article, all conflicting provisions of this part are superseded. This article shall not apply to any other employer, employee, annuitant, or family member who has, or elects to have, health care coverage pursuant to this part. 22878.1. The definitions in this part shall govern the interpretation of terms in this article, except that the following definitions shall govern the interpretation of these specific terms as used in this article: (a) "School" means any contracting agency that is a special district, school district, county board of education, personnel commission of a school district, a county superintendent of schools, or a community college district. (b) "Agency" means any contracting agency, as defined in Section 20022, any county or special district subject to the County Employees Retirement Law of 1937 (Chapter 3 (commencing with Section 31450) of Part 3 of Division 4 of Title 3) and any contracting agency that is a public body or agency within California not covered by the Public Employees' Retirement System or subject to the County Employees Retirement Law of 1937, that provides a retirement system for its employees funded wholly or in part by public funds. 22878.2. (a) A school or agency may by resolution filed with the board deem all permanent or regular employees, except members of the State Teachers' Retirement System, who have an appointment of six months or longer but who are employed on less than half-time basis, to be employees subject to this part. (b) An agency or school with employees who are members of the State Teachers' Retirement System may by resolution filed with the board deem any of the following to be employees subject to this part: (1) Regular, permanent, probationary, or temporary employees who have an appointment for a semester, for six months, or for half of the school year or longer, but are employed on less than a half-time basis. (2) Substitutes who have an appointment for a semester, for six months, or for half of the school year or longer, but are employed on less than a half-time basis. (3) Substitutes who have an appointment for 100 days or more in the school year. 22878.3. The State Teachers' Retirement System may, by resolution filed with the board, become a contracting agency subject to this part only with respect to either or both of the following: (a) Retired members of the State Teachers' Retirement System enrolled in both Parts A and B of Medicare whose former education employer does not offer health care coverage for them, their eligible family members, and surviving spouses. (b) Classified employees enrolled in both Parts A and B of Medicare whose former education employer does not offer health care coverage for them, their eligible family members, and surviving spouses. 22878.4. All of the following shall be deemed to be "annuitants" subject to this part: (a) A family member of a deceased retired member of the State Teachers' Retirement System who retired within 120 days of separation from employment, and who prior to his or her death, received a retirement allowance that did not provide for a survivor allowance to family members and who elects coverage as an annuitant prior to January 1, 2003. This subdivision shall not apply to any family member of a retired member of the State Teachers' Retirement System who retired on or after January 1, 2003 from a school contracting under this part prior to January 1, 2001. (b) A retired member of the State Teachers' Retirement System who retired within 120 days of separation from employment, and who retired before the member's school elected to contract for health benefit coverage under this part, and who elects coverage as an annuitant within one calendar year from the date that the member's school elected to contract for health benefit coverage under this part. (c) A family member of a deceased retired member of the State Teachers' Retirement System who retired within 120 days of separation from employment, and who retired before the member's school elected to contract for health benefit coverage under this part, and who elects coverage as an annuitant within one calendar year from the date that the member's school elected to contract for health benefit coverage under this part. 22878.5. A school or agency may not maintain another health benefits plan unless the plan complies with the requirements of this part and is equally available to its retired employees, its active employees, and their family members, without discrimination as to benefits, premiums, or employer contributions.is amended to read: 22754. As used in this part the following definitions, unless the context otherwise requires, shall govern the interpretation of terms: (a) "Board" means the Board of Administration of the Public Employees' Retirement System. (b) "Employee" means: (1) Any officer or employee of the State of California or of any agency, department, authority, or instrumentality of the state including the University of California, or any officer or employee who is a local or school member of the Public Employees' Retirement System employed by a contracting agency that has elected to be or otherwise has become subject to this part, or who is a member or retired member of the State Teachers' Retirement System employed by an employer who has elected to become subject to this part, or who is an employee or annuitant of a special district or county subject to the County Employees Retirement Law of 1937 (Chapter 3 (commencing with Section 31450) of Part 3 of Division 4 of Title 3) that has elected to become subject to this part, or who is an employee or annuitant of a special district, as defined in subdivision (i), that has elected to become subject to this part, except persons employed on an intermittent, irregular or less than half-time basis, or employees similarly situated, or employees in respect to whom contributions by the state for any type of plan or program offering prepaid hospital and medical care are otherwise authorized by law. (2) Any officer or employee who participates in the retirement system of a contracting agency as defined in paragraph (2) of subdivision (g) that has elected to become subject to this part, except persons employed less than half time or who are otherwise determined to be ineligible. (3) Any annuitant of the Public Employees' Retirement System employed by a contracting agency as defined in subdivision (g) that has elected to become subject to this part who is a person retired under Section 21228. (4) Notwithstanding paragraphs (1) and (2), a contracting agency or school employer may, by resolution filed with the board, deem all permanent employees, except members of the State Teachers' Retirement System, who have an appointment of six months or longer, but who are employed on less than a half-time basis, to be "employees" subject to this part. (5) Notwithstanding paragraphs (1) and (2), a contracting agency or school employer with employees who are members of the State Teachers' Retirement System may, by resolution filed with the board, deem the following to be "employees" subject to this part: (A) Regular employees who have an appointment of six months or longer, but who are employed on less than a half-time basis. (B) Part-time faculty employees who are hired on a semester basis. (C) Long-term substitutes who are hired for at least one-half of the school year. (c) "Carrier" means a private insurance company holding a valid outstanding certificate of authority from the Insurance Commissioner of the state, a medical society or other medical group, a nonprofit hospital service plan qualifying under Chapter 11A (commencing with Section 11491) of Part 2 of Division 2 of the Insurance Code, or nonprofit membership corporation lawfully operating under Section 9200 or Section 9201 of the Corporations Code, or a health care service plan as defined under subdivision (f) of Section 1345 of the Health and Safety Code, or a health maintenance organization approved under Title XIII of the federal Public Health Services Act, that is lawfully engaged in providing, arranging, paying for, or reimbursing the cost of personal health services under insurance policies or contracts, medical and hospital service agreements, membership contracts, or the like, in consideration of premiums or other periodic charges payable to it. (d) "Health benefits plan" means any program or entity that provides, arranges, pays for, or reimburses the cost of health benefits. (e) "Annuitant" means: (1) Any person who has retired within 120 days of separation from employment and who receives any retirement allowance under any state or University of California retirement system to which the state was a contributing party. (2) A family member receiving an allowance as the survivor of an annuitant who has retired as provided in paragraph (1), or as the survivor of a deceased employee under Section 21541, 21546, or 21547 or similar provisions of any other state retirement system. (3) Any employee who has retired under the retirement system provided by a contracting agency as defined in paragraph (2) of subdivision (g) and who receives a retirement allowance from that retirement system, or a surviving family member who receives the retirement allowance in place of the deceased. (4) Any person who was a state member for 30 years or more and who, at the time of retirement, was a local member employed by a contracting agency. (f) "Family member" means an employee's or annuitant's spouse and any unmarried child (including an adopted child, a stepchild, or recognized natural child who lives with the employee or annuitant in a regular parent-child relationship). The board shall, by regulation, prescribe age limits and other conditions and limitations pertaining to unmarried children. (g) "Contracting agency" means: (1) Any contracting agency as defined in Section 20022, any county or special district subject to the County Employees Retirement Law of 1937 (Chapter 3 (commencing with Section 31450) of Part 3 of Division 4 of Title 3), and any special district, school district, county board of education, personnel commission of a school district or a county superintendent of schools. (2) Any public body or agency of, or within California not covered by the Public Employees' Retirement System or subject to the County Employees Retirement Law of 1937 (Chapter 3 (commencing with Section 31450) of Part 3 of Division 4 of Title 3), that provides a retirement system for its employees funded wholly or in part by public funds. (h) "Employer" means the state, any contracting agency employing an employee, and any agency that has elected to become subject to this part pursuant to Section 22856. (i) "Special district" means a nonprofit, self-governed public agency, within the State of California and comprised solely of public employees, performing a governmental rather than proprietary function. SEC. 2. Section 25200 is added to the Education Code, to read: 25200. (a) On or before March 31, 2001, the Teachers' Retirement Board shall estimate the amount needed, up to two billion dollars ($2,000,000,000), for allocation by the board for the actuarial cost of providing health care benefits to retired members of the Defined Benefit Program, as described in subdivision (b), for each month a member is expected to be retired during the next 10 years, based on the actuarial assumptions adopted by the board and used in the actuarial analysis of the Defined Benefit Program as of June 30, 1999. (b) Commencing July 1, 2001, the board shall credit each employer, against the amount contributed pursuant to Section 22950, the amount estimated pursuant to subdivision (a) for each retired member the employer has certified, in a manner required by the board, is enrolled in one or more of the following programs administered by the employer: (1) A catastrophic health care program for retired members who are less than 65 years of age. (2) A Medicare supplement health care program. (3) A prescription drug program. (c) The Teachers' Retirement Board shall establish by regulation the services to be provided in a program specified in subdivision (b). The required services shall be comparable to those generally available to participants of comparable programs made available by other public employers in California. (d) The amount credited pursuant to subdivision (b) for each retired member shall not exceed the employer's average costs of health care benefits provided to retired members formerly employed by the employer. (e) This section shall become inoperative on July 1, 2011, and, as of January 1, 2012, is repealed, unless a later enacted statute that is enacted before January 1, 2012, deletes or extends the dates on which it becomes inoperative and is repealed.____ CORRECTIONS Text -- Page 4. ____