Risky Business: Self-Insurance, Healthcare Trusts Gain favor

Ford hasn’t always had the best relationshipcase, the company accepted responsibility for its
with the United Autoworkers Union (UAW). Backretiree’s healthcare in a long-term buy-out
in 2007, the company’s employee healthcareagreement so management could reduce its
costs were eating up the carmaker’s meagerworkforce quickly and stave off continued losses.
profits. After posting quarter after quarter ofTraditionally, only public / government businesses
disappointing earnings, stockholders were puttinghad the financial pull and employee base to justify
the big squeeze on America’s pioneer of thefunding its own health insurance plan. But as
modern automobile. That was before economistsplanned federal healthcare reforms become law,
noticed (or perhaps, acknowledged) thatself-insurance may be more common among
sub-prime mortgages were a bad thing.smaller corporations and those not typically
To dig out from under its messy employeeself-insured today. That’s because one of the
obligation to provide ongoing, long-term healthcaremost controversial provisions in the Senate’s
to its retirees, Ford reluctantly agreed to beginhealth reform plan provides for broad new taxes
depositing cash into a trust fund that would beon commercial insurance companies.
administered and operated by UAW once $6.5The nation’s biggest insurance companies
billion piles up. By New Years’ Day, Ford hadunabashedly admit that such surcharges, fees and
not only met the monetary benchmark, butother new costs bourne out of the reform bill will
exceeded it by another half-mil.be passed on to their customers. Some analysts
“The transfer of these health care liabilities tosay small and mid-sized businesses, already heavily
the VEBA trust is the culmination of several yearsstung by the economic meltdown and slow
of work and will significantly improve ourrecovery, may take a look at alternative ways of
competitiveness in the United States,” Fordoffering insurance as a way of cutting costs,
CFO Lewis Booth said in a statement. “Wewithout eliminating the benefit altogether.
also have shown confidence in our liquidity …byThe self-insured movement is already taking hold,
pre-paying $500 million of debt.”especially in sales-driven companies that have
At the time the arrangement was made,seen their profits plummet like Ford’s:
Ford’s public tone was far less positive when“In the last several years, our health
it came to its future outlook. Its cars weremaintenance organization (HMO) costs have
considered tired, quality suffered and continuousincreased rapidly even as our sales plateaued and
public spats between Henry Ford’s greatwe let some employees go,” writes one
grandchildren (who held controlling public interestIndianapolis manufacturing CFO recently on his
and managed the company) and the stockholderspersonal blog. “We switched to self- insurance
were routinely covered in national headlines. Nowwith an associated stop-loss policy. We calculate
the company has not only rebounded, refusing tothat savings will be around $80,000 to $100,000
accept any part of a public government bailoutyearly. We also added wellness benefits and
that its peers would later have to extendincentives to keep our 1,600 employees and their
payment on, but Ford has become a trend-setterspouses healthy.”
in automotive design. Can industry analystsWith top lawmakers advocating that any
expect the automaker to extend its leadershiphealthcare reform that passes must include the
into the boardrooms of health insurers as well?ability for individuals and businesses to purchase
When a company or large organization becomes ainsurance from across state lines and voluntarily
self-insured entity, the company is assumed topool together to get preferred rates on insurance
have amassed enough financial liquidity to assumeplans, your next open enrollment period could
its own risk and the financial risk associated withvery well include the option to keep your health
its employees’ health insurance. In Ford’sinsurance inside the confines of your cubicle walls.