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BICKMORE & ASSOCIATES, INC.-2014
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BICKMORE & ASSOCIATES, INC.-2014
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Last modified
2/4/2015 1:00:28 PM
Creation date
7/25/2014 3:59:01 PM
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Contracts
Company Name
BICKMORE & ASSOCIATES, INC.
Contract #
N-2014-098
Agency
Finance & Management Services
Expiration Date
6/2/2015
Insurance Exp Date
12/15/2015
Destruction Year
2020
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OPEB Actuarial Valuation — Data Request <br />We have listed information we already know regarding the AGENCY's other post <br />employment benefits in an effort to save time while also giving Bickmore the necessary <br />confirmation. <br />I. Please confirm or correct the following: <br />1. The AGENCY intends to use the July 1, 2011 report to disclose OPEB liabilities for <br />the fiscal years ending 6/30/2013 and 2014. Therefore, the AGENCY intends to use <br />this July 1, 2013 GASB 45 / CERBT compliant valuation for disclosures on June 30, <br />2015 and 16. <br />2. The CaIPERS retirement formula is 2% at 55. <br />The new CaIPERS formula for PEPRA employees is <br />1 The AGENCY allows retirees to continue medical, dental, vision and life coverage in <br />retirement. <br />4. The AGENCY provides medical coverage through CaIPERS. Please review <br />attached summary of benefits. <br />II. Please answer the following., <br />5. Would the AGENCY like the results for any groups broken out separately? If so, <br />please provide a list of the desired groups below and be sure to designate each <br />employee (including retirees) to one of the groups in the data request part II excel <br />worksheet. <br />NOTE: Additional fees may apply; see engagement letter. <br />6. If not in CalPERS, are the AGENCY's medical plans: <br />a. _ fully insured or <br />b. _ self- insured. If self- insured, <br />I. Does the agency have stop loss coverage? <br />H. Does the Agency administer claims internally or externally? <br />iii. Please provide a summary of the per employee or per insured fixed <br />costs (excluding claims). <br />c. Please provide a name, number and email address for someone we could <br />contact regarding how retirees are rated. <br />7. If the AGENCY's contribution toward retiree medical (dental, vision, etc) coverage is <br />a fixed cap please provide details regarding the historical cap amounts and at what <br />dates it changed. Also, does the AGENCY intend to change the cap in the next year <br />(what might it look like in ten years ?) <br />8. If the AGENCY offers dental coverage as an OPEB benefit, please provide the <br />annual maximum benefit. <br />a. In addition, it would be helpful to have per capita dental claims (retirees vs. <br />actives) for the past 2 -3 years. It is possible to obtain this information through <br />the AGENCY's broker. This information may lower the AGENCY's OPEB <br />liabilities. <br />
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