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HomeMy WebLinkAbout5-3-2010 EMPLOYEE BENEFIT PLAN & TRUSTEE MTG � � CITY OF CALDWELL �� o �'�' EMPLOYEE BENEFIT PLAN TRUSTEE MEETING HELD ON May 3, 2010 The meeting was called to order by Monica Jones at 3:05 p.m. Those in attendance: Monica Jones, E1Jay Waite, and Mary-Kaye Stewart DISCUSSION ITEM(S): • Reviewed financial reports as of March 31, 2010. Reports included balance sheet, income statement, and bank statement. • E1Jay will send the balance sheet and income statement to Department of Insurance. • Nate Marshall from Moreton & Co. met with ElJay and Monica to discuss the renewal process. • o Nate reported that the City's large claims appeared to be age related rather than preventative o We will setup a workshop with city council to discuss cost saving measures and wellness strategies for the future o Nate will have renewal information to us by June 2010 o Nate will look at having Benefit Managers administer our COBRA rather than Blue Cross for costs savings o Nate will have Delta Dental run reports in order to review preventative care information o We requested that Nate arrange a meeting with representatives with VEBA to review HSA plans • Nate delivered executed copies of the Administrative Services Agreement and the Amendment to Administrative Services Agreement with Blue Cross. Mary- Kaye will file these agreements with the City Clerk. MOVED by Monica Jones, SECONDED by E1Jay Waite to adjourn at 3:20 a.m. and schedule the next Trustee Meeting for July 19, 2010 at 9:00 a.m. Those voting yes: Unanimous. MOTION CARRIED • . x; � � . .,.,,�