Benefits Resources for Faculty and Staff - Contact Listing, Compliance Reports, Health & Welfare Statistics

2. Benefits • Contact Listing • Susan Pihl, Director • Lynda Poirier, Benefits & Retirement • Kellie Jones, Benefits & Retirement • Melody McCulloch, Benefits & Retirement • Glenn Rodriguez, Health Care Facilitator • Kwame White, Unemployment Insurance • Jeri Frederick, Director CER

3. Academic Personnel • A.P Contacts Listing • Chanthou Sung, Sr. A.P. Analyst • Linda Lynn, A.P. Analyst

4. Payroll • Contact Listing • Chris Hernandez, Payroll Accountant • Erik Ramirez, TRS Analyst

5. Employment Team • Contact Listing • Steve Johnson, Director • Brian Johnson, Payroll Administrator

6. Susan Pihl • Communications • Benefits • Partnering Together • Eliminating Risk • Resources

7. Benefits Resources Other Benefits Resources Health & Welfare Statistics Health & Welfare Tips/ Did You Know? Compliance Reports UPAY 850 Quiz Enrollments Academic Personnel Rehired Retirees Payroll Unemployment Health Care Facilitator Upcoming Trainings Q & A Agenda

8. Benefit Resources • Central Human Resources • Faculty and Staff Benefits & Retirement • Planning & Budget Office – Julie Lance x5707 • Senior Management Group • Graduate Division - Sharon Metzger x8120 • Post Doc (337) Garnett-Powers & Associates • School of Medicine – Mary Elizarraras 714.456.3526 • Residents as Employees (600) • Employment Services – Brian Johnson x1355 • Temporary employees (140)

10. Other Benefit Resources • Health Care Facilitator, Glenn Rodriguez • Campus and Medical Center – Active, Retired, & Dependents • Cascade Centers, Employee Assistance Program (EAP) • Academic appointees, staff, School of Medicine staff, and dependents • Fidelity Retirement Services • Workshops • Online services • At Your Service • New Employees section

11. Other Benefit Resources (cont.) • HR Benefits • Benefits Education Program • New Employees (eNEO) • Wellness • Web site for faculty, staff, students, and retirees • Stay Well & Kaiser Permanente • Free programs • Workshops and events • UCI Help CentralPh: x0440 Email: helpline@uci.edu

12. Health & Welfare Statistics

13. Health & Welfare Statistics

14. Health & Welfare Statistics

15. Health & Welfare Statistics

16. Health & Welfare Tips/ Did You Know? • Retirement vs. Employment Service Credit (e.g. Limited Career, Temporary, Post Doc, Resident Physicians) • AYSO (Transfer Employees, & New Hires during Open Enrollment Do Not Use) • Disability Plan • Wait period & Statement of Health • Plan design • EDD (18 months) • Temporary & Limited Employees • Family Changes • Open Enrollment • Duplicate of Coverage (No!) • EEN (7-days before PIE ends) • COBRA (HIPAA & Dependents)

17. Compliance Reports • Findings

18. Pop Quiz (iClicker Time) • SCENARIO: A new faculty member begins an appointment effective July 1, 2010 and is eligible for full benefits. She visits AYSO and opts out of coverage. Her family will not be arriving in southern California until August 15. She is covered for medical, dental and vision through her spouse. Her spouse’s coverage will end on August 31st. The family will need to enroll in UC’s coverage. • QUESTION: Will the employee be eligible to enroll herself and family when coverage is lost through her spouse?

19. What is your answer? • Only with a late approval letter from the department • Yes • No, they missed their PIE • Only with a 90 day delay

20. Answer A. YES! • Complete the UPAY850 form • Not able to use AYSO outside of PIE or OE • Include documentation validating loss of coverage

21. How long does she have to enroll her family in UC’s plans? • She is busy, whenever she gets around to it will be fine. • Before her loss of coverage in August 2010. • She would not be in this situation if she would have enrolled during her initial PIE. • She has a 31 day PIE due to her involuntary loss of coverage.

22. Answer D.She has 31 day PIE due to her involuntary loss of coverage. • 31 days from August 31st • Must use UPAY850 form and include documentation validating loss of coverage.

23. OH NO!! While completing the UPAY850 form she realizes she is not enrolled in Supplemental Disability or Supplemental Life insurance. QUESTION: Can she now enroll in these plans while enrolling in medical, dental and vision?

24. What Is Your Answer? • Not a problem, she overlooked this when she first arrived, she was overwhelmed by all she had to do, she is very busy! Her spouse usually takes care of this sort of stuff. • No • Yes. Must provide a Statement of Health and wait for carrier approval • She missed her PIE and she must now wait to enroll during Open Enrollment

25. Answer C. Yes. Must provide a Statement of Health and wait for carrier approval. • Submit UPAY850 to Benefits unit. • Benefits will mail a Statement of Health packet to the employee.

26. Enrollments

27. Enrollments • Period of Initial Eligibility, “PIE” • 31 day period following new hire date, or new appointment allowing for benefits. • 31 day period following the first day of fall classes for new academic appointments • Can be adjusted for late arriving academics

28. Enrollments New employee enrollment “At Your Service” New Employees (tab found under Quick Links) New employee Benefit videos Health Insurance OrientationRetirement & Savings Orientation

29. Enrollments • Default Enrollments • 1000 hour rule Automatic Employee Event Notification • 750 hour rule Automatic Employee Event Notification • Late Enrollments • Pending appointment approval • Employee arriving on campus after their start date

30. Enrollments • Leaves Employees returning from leaves have 31 days to reenroll in any benefit(s) they may have previously cancelled. • Inter campus Transfers New employees from other UC campuses can only enroll in the same benefits they had at their previous UC campus.

31. Enrollments • Dependent Enrollment after employment date. • New spouse -31 days from the marriage date • Newborn child - 31 days from birth date • Newly arrived dependent into the plan service area - 31 days from date of arrival

32. Enrollments • Other Enrollment Opportunities • Deferred Effective Date • For missed PIE, employee submits enrollment form to Benefits office Medical coverage will be effective 90 following receipt of form. • Open Enrollment Late October to mid November

33. Academic Appointments • Leaves • Leaves With or Without Pay • Leave of Absence Form UCI-AP-76 • Disability Plan wait period • Family Friendly Resources • Overview of UC Benefits and Related Academic Policies for Tenure-Track Faculty

34. Employment

35. Rehired Retirees Tips for Processing Rehire Retirees Steve Johnson, Director, Employment Services

36. Retiree Reemployment Theory Before 2009 • Reemployment was based on the employee’s need • Continued work on a research project • Supplement monthly retirement income

37. Retiree Reemployment Theory Effective January 2009 • Reemployment is based on University Need: • Possess critical skills • Knowledge transfer to new employees • Complete research or grant funded projects

38. Rehire Retiree Tips • Decision to reemploy must occur after the employee has retired

39. Rehire Retiree Tips • Retirees that received a Lump Sum Cashout cannot be reemployed into career positions • Retirees receiving Monthly Retirement Income must suspend their retirement distributions upon accepting a career position

40. Rehire Retiree Tips • Rehire Retiree Request Packet contains: • Employment Application • Job Description • (Approved) Staff Recruitment and Position Renewal Form • UCRP Rehired Retiree Election Form • Retired Employees Approvals Form

41. Rehire Retiree Tips • Request must not require the retiree to work more than 43% over 12 months • Send the Rehire Retiree Request Packet to: Human Resources 111 Theory, Suite 200, ZOT 4600

42. Rehire Retiree Tips • All request require AVC, HR and Chancellor approval • Approval process may take up to 1.5 months • Employment Services will notify you of approval or denial

43. Rehire Retiree Tips • The department may request an addition approval using the same process • A new appointment is required in PPS upon the approval of an additional one year appointment

44. Helpful Resource Page • www.hr.uci.edu • Click on Employment Services • Under the “Resources” quadrant click on “Rehiring UC Retiree Resources”

45. Payroll

46. Payroll • Web EDB New Hire • Appointment Types • Future Enhancements • Time Reporting System (TRS) • Phase 1: Bi-weekly non-represented, non-exempt (completed) • Future Phases and Timeline (Brochure) • Direct Deposit • Disbursement Electronic Funds Transfer (DEFT) • Contact the Payroll Office at (949) 824-4568

47. Payroll • Medical Contribution Base (MCB) • Make sure this matches their salary • Banking Discounts • SchoolsFirst

48. Unemployment Insurance

49. Unemployment Insurance (UI) Overview • Administered through the CA Employment Development Department (EDD). • Claimants are eligible: • Unemployed through no fault of their own. • Position in which UI taxes are paid. • Physically able to work and are looking for employment. • Benefits are based on wages earned during base period (12 months) from when the claim was filed. • Claimants can receive from $40 to $450/week.

50. Unemployment Insurance (UI) Overview (cont’d) • Claimants can collect up to 99 weeks of benefits. • Even longer in enrolled in a re-training program. • EDD is the “Final Arbiter” : • UCI can protest the eligibility of claimants • Misconduct, voluntary separation, special categories. • EDD will make final eligibility determination. • EDD will determine weekly UI benefit amount. • Claims can be appealed to California Unemployment Insurance Appeal Board (CUIAB) • Special Categories of “employees” have different rules: • Furloughs; Lay-offs; Student Employees