HomeMy WebLinkAboutMinutes - Minutes - Risk Management and Worker's Compensation Trust Board - Meeting Date: 6/1/2017 (3) Minutes
Workers' Compensation Trust Fund
Thursday, June 1, 2017 — 10:12 PM
Council Chambers, Room B3
City Hall - Basement
5850 W. Glendale Avenue
Glendale, AZ 85301
Members Present
Gary Deardorff, Chair
Tom Duensing
Yvonne Knaack, Vice-Chair
Ray Malnar, Councilmember
Ken Wixon
Staff Present
Lorena Sanchez, Risk& Safety Analyst
Dianne Shoemake, Risk Manager
Hillary Zagara, Risk Technician
1. Call to Order
Gary Deardorff called the meeting to order at 10:12 AM. Roll call was taken and the
following Board members were present: Gary Deardorff, Tom Duensing, Yvonne
Knaack, Ray Malnar and Ken Wixon.
2. Approval of November 29,2016 Workers' Compensation Trust Fund Board
Meeting Minutes
The minutes were provided to the Trustees. Yvonne Knaack moved to approve the
minutes as written and it was seconded by Tom Duensing. The motion carried with 5
Ayes and 0 Nays.
3. Fiscal Year 2017/2018 Workers' Compensation Excess Insurance Renewals
Staff presented the costs for renewal of the excess workers' compensation insurance
program as follows. City of Glendale Ordinance, Chapter 2, Administration, Article 5.
Financial Affairs, Division 6. Workers' Compensation Trust Fund, Section 2-219
Insurance provides that"The city risk manager, acting for the city manager, is
authorized to enter into, on behalf of the city, any appropriate commercial insurance, or
alternative risk financing to be in the best interests of the city".
Staff worked with our broker, Alliant Insurance Services on the renewal of the excess
workers' compensation program. Alliant has been placing insurance for cities for over
25 years. Their insurance placements include all lines of coverage placed through a
proprietary group purchase program for public entities across the United States.
Placement is underwritten and priced on a group basis without sharing the risks of the
entire group.
Alliant obtained a quote from the incumbent carrier, Safety National for statutory
excess workers' compensation coverage with an$800,000 self-insured retention and
employer's liability with limits up to $2,000,000. Last year Safety National provided a
two-year rate guarantee of 0.188 per $100 of payroll. Payroll is estimated at
$125,312,870 and is based upon a 2.5%payroll increase over last fiscal year. The
projected not to exceed cost for this coverage is $235,588 versus $229,765 for last
fiscal year. Staff recommended placing the coverage with Safety National not to
exceed $235,588.
Gary Deardorff moved and Ray Malnar seconded to approve renewal of the program
not to exceed $235,588. The motion carried with 5 Ayes and 0.Nays.
4. Discussion of Actuarial Study of the Self-Insured Workers' Compensation
Program as of December 31,2016, extrapolated to June 30,2017
Staff provided the study to the Board, reviewed the actuary's analysis and answered
questions. The actuary recommends a minimum fund balance at a 55% confidence
level at$5,021,572.
5. Discussion of Industrial Commission of Arizona (ICA) Self-Insurance Renewal
Staff reported the following information to the Board. Annually the city is required to
submit a renewal request to the ICA for continuation of self-insurance and to request an
exemption to post a security deposit. On November 30, 2016, staff submitted the
documentation for the January 1, 2017 renewal and a copy of the documentation was
provided to the Board.
The ICA self-insurance board reviewed our renewal request and on January 26, 2017
the ICA formally approved our request. There were no questions from the ICA and we
were approved on the consent agenda. Staff was provided with a January 1, 2017 letter
from the ICA. The ICA granted approval to continue to self-insure without providing a
security deposit unless revoked. During the meeting, ICA Chairman Shultz
commended the City of Glendale for its excellent experience modification rating and
safety programs.
The ICA calculated the minimum-security deposit needed to be held in our workers'
compensation trust fund, which is 125% of your net liability (reserved claims). Staff
was provided with the workers' compensation liability form. The ICA minimum
deposit required is $4,312,143.
The ICA requires the balance to be held in our trust fund to be the greater of 125% of
our liabilities or the actuary's 55% confidence level. The actuarial report completed
from data extrapolated to June 30, 2017, recommended a minimum Fund balance
• totaling $5,021,572. Therefore,moving forward the minimum amount to be held in
our workers' compensation trust fund is the actuary's 55% confidence level or
$5,021,572. Staff will continue to monitor the balance monthly to ensure that it does
not drop below the required minimum and will continue to provide updates to the
Trustees.
6. Discussion of Workers' Compensation Trust Fund Fiscal Year 2016/2017 Revenue
and Expenses
Staff provided a spreadsheet of the total revenues and expenses paid from the Workers'
Compensation Trust Fund as of May 25, 2017. Staff reported the following
information. Aon Risk Solutions completed their actuarial analysis of the Workers'
Compensation Trust Fund from data extrapolated to June 30, 2017. The actuary
conducted the analysis on a fiscal year basis. The actuary was provided with the
following information: 3 year's annual payroll, 10 years claims data including claims
payments and current reserves, city operating budget, interest rate and CAFR.
The actuarial report provides the following:
• Estimate of outstanding losses - This is an estimate of the total amount of
expected losses or the money that will be needed to meet unpaid claims.
Project Ultimate Limited Losses—This is a projection of future losses.
Project Losses Paid—This is an estimate of the claims payments expected to be
made.
The actuary's amount of money needed to pay expected claims (estimate of outstanding
losses) is $5,021,572, see page 3 of the report. The prior minimum amount was
$3,831,036. The $1,190,536 increase is attributed to the following:
• 1.5 million increase from the additional year (2016/2017) of exposure
• 1.3 million decrease for claim payments made during 2016/2017 and
• $1.0 million total increase due to decrease in projected ultimate losses for
claim periods 2015/2016 and prior and increases in incurred losses for two
2010/11 claims by about$576,000, and two 2014/2015 claims by about
546,000; the reserve increase on these four claims was about$1.0 million.
The Industrial Commission of Arizona(ICA) requires entities to fund based upon 125%
of their liabilities or by actuarial analysis, whichever is greater. This is the minimum
amount of funds that are needed in the trust fund to pay current unpaid claims
(outstanding losses). ICA analyzes claims data provided December 1 each year and
determines the' 125% of the City's liabilities. If there are sufficient funds available to
cover these liabilities, they authorize continuation of self-insurance. They also require
additional funds be set aside to pay new claims (future losses). The ICA's minimum
funding level for 2017 is $4,312,143 which is lower than the current Actuarial analysis
at a 55% confidence level which is $5,021,572. Therefore, the Actuarial amount is
required.
The projected ultimate losses (future claims)to be paid for fiscal year 2016/2017 is
estimated at $1,509,000 see page 4. For budgeting purposes,they are projecting during
fiscal year 2016/2017 that we will make claims payments totaling $1,216,607, see page
9. Based upon the actuarial analysis and the current budget for fiscal year 2016/17, the
fund is anticipated to be adequately funded.
7. Workers' Compensation Claims Update
Staff provided the Board with an update on claims reserved greater than $50,000 that
have had significant development since the last meeting.
8. New Business
No new business for discussion.
9. Adjournment
Yvonne Knaack moved to adjourn the meeting which was seconded by Ray Malnar.
The meeting was adjourned at 10:40AM.
Submitted by:
Dianne Shoemake