An Overview of Legacy Benefits and

Compensation

Presented by

Jason Schibel, Director of Compensation and Benefits

Legacy Benefit Philosophy

• Good health for our people to create a healthy legacy for

ourselves and our organization

• Thoughtful approach to change with employee feedback, market

competitiveness and financial sustainability

• Concept of “shared responsibility” by both employees and

Legacy

• On average, benefits add an additional 30%–35% to your annual

compensation.

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Eligibility and enrollment

• Regular Full-Time or Part-Time employees

Budgeted for at least 24 hours per week (0.6 FTE or greater)

• Benefits begin the first of the month following your

date of hire

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Medical, Rx, Dental, Vision

and other Benefits

Our Medical Plan – Details

• We are a self-insured health plan

Legacy determines eligibility, design and pays the health claim costs

• Legacy + Network

Currently compiling a network of providers for the Silverton and

surrounding areas

• $0 deductible

• Preventive services: 100% coverage

• Accident, Sickness and Routine Care: 80% coverage

• Out-of-Pocket Maximum: $2,000/$6,000 (individual/family)

• Alternative Care Benefit- Maximum plan paid of $500 per calendar year

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Our Medical Plan Prescription Benefit

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*Requires participation in the Chronic Care Program for asthma, chronic obstructive pulmonary

disease (COPD), congestive heart failure, coronary artery disease and diabetes

• Mail order available from Good Samaritan, Emanuel and Salmon Creek apothecaries.

• Log into MedImpact website for list of network pharmacies and current formulary.

Value* Generic

Preferred

Brand

Non-

Preferred Specialty

Legacy &

MedImpact

Network

Pharmacies

$5 $10

$25 or cost of

the drug,

whichever is

less

$50 + 20% or

cost of the

drug,

whichever is

less

$100

All other

pharmacies

(e.g., Walgreens)

No coverage – do not use

Our Dental Plan

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In-network

(Delta Dental PPO provider) Any other licensed provider

Deductible $25 / $75 (indiv/fam) for

basic and major services

$75 / $150 (indiv/fam) for

basic and major services

Maximum benefit $1,500 per member per calendar year

Diagnostic & preventive

services 100%

Basic services

(fillings, root canals, etc…) 80%

Major services

(crowns, bridges, etc…) 70% 50%

Orthodontia* 60% up to $3,000 per member per lifetime

Dental Anesthesia Covered in conjunction with an oral surgery performed at a dentist's

office

* Members must be enrolled in Dental plan for 12 months before Orthodontia services are covered.

Our Vision Plan

Benefit Details

Routine eye exam (not medical eye exams)

• One every calendar year

• $15 co-pay • Licensed optometrist

• Legacy + Network Ophthalmologist

• $50 co-pay • Out-of-network Ophthalmologist

Hardware

reimbursement

• Up to $200 every calendar year

• Frames, glasses and contacts

• Submit claims to UMR

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2016 Plan Premiums

*Proof of other medical coverage is required to waive Employee Only medical.

*Premiums subject to an additional $25 per pay period for tobacco use by employee (additional $25 per pay period for spouse use)

**Additional premium for spouses/DPs who are eligible for coverage through their employer.

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Coverage Option Medical Plan* Dental Plan Vision Plan

Full-time Part-time Full-time Part-time Full-time Part-time

Emp Only $15.93 $29.16 $4.24 $8.49 $6.07 $6.34

Emp and Spouse/DP $67.28 $86.50 $13.33 $17.79 $12.27 $12.81

Emp and Spouse/DP

(addt’l prem)** $250.29 $265.02 $26.50 $30.75 $12.74 $13.01

Emp and Child(ren) $61.07 $78.52 $23.50 $29.37 $11.44 $11.93

Emp and Family $105.62 $149.83 $32.29 $40.36 $18.41 $19.21

Emp and Family

(addt’l prem)** $301.39 $325.53 $44.52 $50.39 $19.02 $19.51

Costs are per pay period.

Full-time is 36-40 hrs/week / 0.9 to 1.0 FTE and part-time is 24-35 hrs/week / 0.6 to 0.89 FTE.

Additional Benefits

Benefit-Eligible Employees:

• Flexible Spending Accounts (FSA)

Pay for eligible expenses with pre-tax dollars

Health Care FSA up to $2,550 (co-insurance, co-payments, etc…)

Dependent Care FSA up to $5,000 (day care)

Optional direct deposit and automatic claims processing

• Life Insurance

Legacy-paid Basic Employee Life (1x your annual pay)

Supplemental Employee Life (up to 6x annual pay with Basic)

o Initial Guarantee Issue of $500,000 (basic + supplemental)

o More coverage requires approval

Spouse/Domestic Partner Life

o Initial Guarantee Issue of $100,000; more coverage requires approval

Dependent Life – $2,000, $5,000 or $10,000

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Additional Benefits

• Leaves of Absence

Medical, Family, Personal or Educational, Community Service, Military,

Bereavement, Jury duty, Temporary Modified Work request

• Accidental Death & Dismemberment Insurance

Employee only or Family coverage

$25,000 to $250,000 coverage options

• Disability coverage

Pre-existing exclusion for any condition you were treated for in the three

months prior to the effective date of your coverage

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Plan Benefit Paid by

Short-term- base 60% of base pay up to $500 per week Legacy

Short-term- buy up 60% of base pay up to $1000 per week Employee

Long-term- base 60% of base pay up to $3000 per month Legacy

Long-term- buy up 66 2/3% base pay up to $10000 per month Employee

Additional Benefits

• Education Assistance (Tuition Reimbursement)

The maximum calendar year reimbursement for undergraduate courses

is 75% of tuition costs up to $3,000 for full-time employees and $1,500 for

part-time employees.

The maximum calendar year reimbursement for graduate level and

higher courses is 75% of tuition costs up to $5,000 for full-time

employees and $2,500 for part-time employees.

• TriMet Pass Subsidy – $25 all zone

• Weight Watchers & Live It program reimbursement

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Additional Benefits

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All Employees:

• Special Discounts and Passes listed on Benefits intranet page

• L.A. Fitness discount ($26.99/mo per person)

• Tobacco cessation

• 800# quit line, NRT through Employee Health

• Employee Assistance Program (EAP)

Time Off Annual Paid Leave (APL)

What is it? • Single bank of hours for vacation, sick days, holidays, and personal time off

Who is eligible? • Full- and part-time employees (0.1 to 1.0 FTE)

Frontloaded APL for new

employees

• 40 hours (≥0.51 FTE) or 20 hours (0.10 to 0.50 FTE)

• No APL accrues until enough hours worked to accrue frontloaded hours

(468.4 hours or 234.2 hours)

Other employees • On call, per diem, supplemental and temporary employees are eligible for

Oregon Sick Time

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Months of Service Accrual Rate (per hour worked)

Maximum annual

accrual

Maximum APL bank

0-60 0.0962 200 480

61-120 0.1154 240 480

121-180 0.1347 280 480

181-240 0.1424 296 480

241-above 0.1462 304 480

Not capped by hours worked each pay period, just annual max (ie: accrue APL over 72 or 80 hours in a pay period)

Time off (cont)- PTO to APL Transition

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Effective January 1, 2017:

• Silverton employees’ PTO balances will transfer to Legacy’s HR systems as

APL.

Silverton employees will also begin accruing APL going forward under Legacy

policy and at appropriate accrual rate based on years of service (based on your

applicable Silverton service date.)

• A few small differences between APL and PTO:

Maximum balance of 480 hours compared to current 720 hours maximum

An opportunity to elect a cash out in 2017 will be part of the upcoming annual enrollment

process that will occur at Silverton in November. Cash outs will be paid in early 2017.

Hardship cash outs are available in certain IRS approved situations

• Silverton employees’ EIB balances will transfer to Legacy’s HR systems and

froze.

Your accrued EIB bank will still be available for your use in compliance with the

current Silverton policies that address EIB usage.

Legacy Retirement Plans (all employees)

403(b) Employee Savings Plan,

401(a) Legacy Match Plan and

Legacy Employer Contribution Plan

Our Retirement Plans

403(b) Employee Savings Plan

Administered Lincoln Financial Group

% of you pay deducted from your pay check

1-85% up to IRS limits

All employees are eligible to participate

Rollover any qualified retirement plan employer

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Our Retirement Plans

• 401(a) Legacy Matched Savings Plan

Eligible after one year, worked 1,000 hours and 21 years of age

Legacy match = 50%, 60%, or 70% of the first 5% you contribute

to your 403(b)

5 year graded vesting schedule

Post-doctorate research fellows and employees represented by

some unions are not eligible for a match

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Years of Service Match %

1-9 50%

10-15 60%

16+ 70%

Our Retirement Plans

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• Legacy Employer Contribution Account

Eligible after worked 1,000 hours in the year and age 21+

Legacy contributes a % of your salary to the Plan each year

3 year cliff vesting

Post-doctorate research fellows and employees represented by

some unions are not eligible

Total Legacy Contribution to Your Retirement

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Years of

Service Employer Contribution

Plan % 401(a) Match % Total Legacy %

1 - 5 2.5 2.5 5.0

6 - 9 4.0 2.5 6.5

10 4.0 3.0 7.0

11 - 15 5.0 3.0 8.0

16 - 20 6.0 3.5 9.5

21+ 7.0 3.5 10.5

Compensation: Philosophy and Pay Practices

Legacy Compensation Philosophy

• Align with and support Legacy goals and culture

• Attract and retain preferred employees

• Establish Legacy as a preferred employer

• Maintain a competitive position in the defined labor market

• Be financially feasible

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RN Pay Practices

• Legacy has a comprehensive set of RN pay practices that reward nurses

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Pay Practice – Staff Nurse Legacy

Shift Differentials Evening: $2.45 Night: $5.75 Weekend: $2.00

Education Pay BSN: 4% MSN (or above): 6%

Certification Pay $2,000 annually (pro-rated for hours worked)

Preceptor Differential $2.50/hour

Supplemental/On Call/Per Diem Differentials:

0% supplemental, 10% on-call, 15% per diem (per diem in approved units only)

Floating Premium None

Overtime Pay 1 ½ times regular rate (Based on ‘pay plan’ in place (9/40, 10/40, 12/40 or NON)

Holiday Pay 1 ½ times regular rate

Call Worked and Standby

Standby: $4/hour (paid during standby shift, including hours worked)

Call Worked: 1 ½ times regular rate

Holiday Standby: $7/hour

Holiday Call Worked: 1 ½ times regular rate

Minimum pay for call worked: 3 hours

OR/Surgery/Cardiac Cath: Additional $3.50 for standby hours over 46 in a pay

period

Minimum Shift Pay (other than called in from standby)

None required; employee may be offered 2 hours of work or option to leave.

Short Notice/Extra Shift Differential 40% differential on regular rate (LSI – short notice w/in 7 days and minimum shift of 4 hours)

Charge RN 6% differential

2016 Nursing Certification List (as approved by Nurse Executive Council)

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Certification Acronym Accrediting

Body Certification Acronym Accrediting

Body

AACN Pediatric CCRN CCRN AACN CHFN-Certified Heart Failure Nurse CHFN AAHFN-CB

AACN-CCRN or CCRN-K CCRN ACMA Commission for Case Manager Certification CCM CCNC

Accredited Case Manager ACM ACMA Continence (add on to wound ostomy certification) CWOCN WOCBCB

Adult Health Clinical Nurse Specialist ACNS-BC ANCC General Practice Nursing RN-BC ANCC

Advanced Oncology Certified Nurse AOCN ONCC Gerontological Nursing RN-BC ANCC

Ambulatory Care Nursing RN-BC ANCC Informatics Nursing RN-BC ANCC

Cardiac Rehab Nursing RN-BC ANCC Inpatient Obstetric Nursing RNC-OB NCC

Cardiac-Vascular Nursing RN-BC ANCC Low Risk Neonatal RNC RNC-LRN NCC

Care Coordination and Transition Management CCCTM MSNCB Maternal Newborn Nursing RNC-MNN NCC

Certified Ambulatory Perianesthesia Nurse CAPA ABPANC Medical-Surgical Nurse RN-BC ANCC

Certified Hospice and Palliative Nurse CHPN HPCC Med-Surg Certification CMSRN MSNCB

Certified Lactation Consultants CLC IBLCE Neonatal Intensive Care Nursing RNC-NIC NCC

Certified Lactation Counselor CLC ALPP Nursing Case Management RN-BC ANCC

Certified Neuroscience Registered Nurse CNRN ABNN Nursing Professional Development RN-BC ANCC

Certified Nurse Operating Room CNOR CCI Oncology Certified Nurse OCN ONCC

Certified of Gastroenterology Nurses CGRN ABCGN Oncology Certified Breast Care Nurse CBCN ONCC

Certified Pediatric Emergency RN CPEN PNCB Pediatric Nursing RN-BC ANCC

Certified Pediatric Oncology Nurse CPON ONCC Pediatric Nursing CPN PNCB

Certified Post Anesthesia Nurse CPAN ABPANC Perinatal Nursing RN-BC ANCC

Certified Professional Healthcare Management - Utilization Review NCQA Progressive Care Nursing (PCCN) PCCN AACN

Certified Registered Nurse Infusion (CRNI) CRNI INCC Psychiatric-Mental Health Nursing RN-BC ANCC

Certified Rehabilitation Registered Nurse CRRN RNCB Stroke Certified Registered Nurse SCRN ABNN

Certified Clinical Transplant Coordinator CCTC ACTC Vascular Access Certification VA-BC VACC

Certified Clinical Transplant Nurse CCTN ABTC

Reference: Gavin, C. 2016 Guide to Nursing Certification Boards.

Dimensions Critical Care Nursing 2016; 35(1): 3-9.

Thank you!

Questions?

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