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Case Studies Public Sector
About the Client:
Client Name:
West Covina Unified School District
Location:
West Covina, California
Industry:
Public sector, K-12 education
Challenge
The California Public Employees’ Retirement System (CalPERS) is an agency that manages the largest public pension fund in the United States. For West Covina Unified School District, the year-over-year cost increases of CalPERS health benefits plans became unsustainable for its members. In 2023, stakeholders needed to explore alternative options and partnered with their benefits consultants to transition active employees and early retirees.
However, West Covina USD still needed a partner with a comprehensive solution for their most high-touch members: retirees on Medicare.
Solution
Benefits consultants recommended RetireeFirst, a LaborFirst solution for Retiree Benefits Management built on Strategy, Support, and Advocacy. In collaboration with West Covina USD and their consultants, our team reduced costs, enhanced retiree benefits, and managed a smooth transition with continued retiree advocacy.
“Nate Brzovich designed a benefit-rich, cost-effective plan for our retirees. Our new insurance carrier is based in California and really responsive to our needs. A dedicated Client Services team managed a smooth transition and helped the retirees understand their new plan, its options, and all the added benefits available to them.
We’re so thankful to Sebrena and all the Retiree Advocates on our dedicated line. Having a live person respond to all questions and concerns is priceless.”
—John Ziegenhohn, Chief Fiscal Executive, West Covina Unified School District
Results
We partner with all major national health carriers to drive value for plan sponsors and their retirees. In 2023, our team provided multiple group plan options that lowered the total cost of healthcare for West Covina USD retirees while preserving the robust benefits in place. We negotiated the best option in a fully-insured Medicare Advantage with Prescription Drug (MAPD) plan with a two-year rate lock.
