HomeMy WebLinkAbout2-18-26 MinutesCity of Meridian Employee Benefits Plan Trust
Board of Trustees Meeting Agenda
Wednesday February 18, 2026 11:00 A.M.
City Attorney’s office or through
Microsoft Teams hyperlink (attached)
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Roll-Call Attendance
Trustees
__X___ Bill Nary __X___ Christena Barney
__X___ Alex Freitag __O___ Shawn Harper
X___ Eli Daniel
Regular Attendees
__X____Scott Howell __O___ Destiny Bradley
__X___ Laurie Churella __X___ Dan Malloy
__O___ Reba White
Approval of Minutes – Attached December 17, 2025 and January 26, 2026 Special Meeting
Motioned by AF, seconded by ED
3 Ayes, 0 Nays – Motion passed
Reports (Action may be taken if Necessary)
Monthly Experience Reports
New format presented by Gallagher with additional information.
Reporting through December.
December: Medical total plan cost – Net loss ratio 117.7%, up 7.5% from Prior year.
Rolling plan year data showing current loss ration of 117.7% prior year 110.2%.
Historical Claims experience showing 3 years of data.
High cost claimants, 4 exceeded Stop Loss. Prior plan year 1 over stop loss.
Dental – Loss ration 106.2%, prior plan year 102.7%. Rolling 12
Vision – Gallagher working on pulling in the data.
Utilization: PMPM 124.4% increase over the prior rolling 12 months.
Top Medications: Reviewed high cost Rx, autoimmune and cancer medications top the list.
Top utilized Medications: Showing lower cost Rx that are highly utilized. Members using, but not incurring high costs, with the exception of diabetes.
Enrollment in plan, is stable.
Discussion on how to make plan design changes that can have an impact on the high cost claims, Rx.
Will need to educate City Council on the plan, how it is run and Board doing everything possible aside from large changes to sustain the surplus.
Monthly Financial Reports
Board reviewed:
Balance Sheet as of December 31, 2025: Total Liabilities and Equity $2,474,237.45.
Profit and Loss statement as of December 31, 2025: Net Income $49,187.07
Quarterly Financial Reports
Q4 2025 (October – December 2025): Adequacy of Surplus $53,139 in excess compared to ($112,375) deficient for the same period last year.
We are just awaiting the Q4 BCI Rebate letter to finalize and file our Q4 Financials with DOI. Filing must occur before 3/31/2026.
Every
Discussion and Action Items
Election of Officers
Chair: Bill Nary
Motioned CB, Seconded AF
4 Ayes, 0 Nays – Motion passed
Vice-Chair:
Motioned BN, ED
4 Ayes, 0 Nays – Motion passed
DOI Update
Continuing to work with DOI on the Trust 5-year audit. Have not heard back regarding the response letter to findings 1-8. CB will share with the Board if/when is one received.
Follow Up on DOI Requirements
Conflict of Interest review. Statements will be sent to Board for signatures. Will be adding this to the first meeting of each new year to ensure annual understanding and compliance.
Disclosure statement to be recited every time a member addresses the Board.
“Please be aware that any statements you make, or information you disclose, during the Board meeting will become part of the official public record. This includes both oral comments
and any written materials you submit.
Accordingly, you should avoid sharing confidential, private, or protected information during the meeting. If you have questions about what may be appropriate to disclose, Human Resources
is available to provide guidance in advance of the meeting.”
Discussion on Board members that bring forward issues on behalf of an employee
Wet signature on Minutes.
Board discussed Board records. BN has been saving all videos and documents on the L Drive. The agendas are then sent to the City Clerk’s office for posting.
City Clerk’s office is going to build out a place on Laserfiche for the Board to store public records that will be accessible by the public.
Once legal counsel for the trust is secured the Board will need to update By-Laws to capture these practices.
Enrollment Update for 2025
Open enrollment has been finalized and carriers have processed changes.
Selection of Trust Counsel Process
Have received biographical information from one attorney. Another has communicated interest and is preparing information for consideration. Have not yet heard form the third attorney.
As soon as we receive bio from the 2nd, AF and CB will review and provide a recommendation to the Board.
Selection of Trustees Process – Succession Planning
Will review once new trust counsel is on board.
Payments of bills, if any
Taxes will need to be paid by March 9th, requires Trust Board approval. Awaiting the finalization of Q4 Financials to calculate taxes owed. Reba will send the request for approval
to the Board when the amount is available.
Refund from Hinge Health of $1595 for digital physical therapy. If utilization was below a threshold they return the admin fees.
Gallagher is in conversations with BCI about the viability of the program and whether it will be continued.
Trust agreed to process the refund.
Blue Cross Updates, if any
Redesigning all programs for 2027, PEPM’s going away to a flat fee. As soon as changes are finalized, BCI will share with Gallagher and clients, and will provide recommendations.
Gallagher Updates, if any
Takeaways from the last committee meeting. Putting together some exhibits to address some of the claims concerns. Reviewing programs with BCI and other TPAs. Happy to hear and address
any questions the committee has on the presentation at the last Benefits Committee meeting.
Next Meeting Topics Standard topics.
Adjournment Motioned ED, 4 Ayes adjourned at 11:44am.