Wednesday, September 3, 2014

Understanding Medical Loss Ratio [ MLR ]




Understanding Medical Loss Ratio – MLR

 

Health insurance provides protection against the financial risk associated with the cost of illness
or injury that could impose a burden on consumers. Those who enroll in health insurance policies
pay a premium for a specified set of benefits. When insurers set a premium, they include not just
the cost of the health care benefits, but also other costs such as overhead. In broad terms, a
medical loss ratio (MLR) measures the share of enrollee premiums that health insurance
companies spend on medical claims, as opposed to other non-claims expenses such as
administration or profits. Historically, a number of states, as the primary regulators of health
insurance, have had their own MLR requirements, which they use to evaluate companies and
compare health plans.) Private entities, such as stock and bond analysts and lenders, also use MLRs when assessing the financial performance of health insurers.
 

In general, the higher a plan’s MLR, the more value a consumer is receiving (i.e., the more each
dollar of premiums paid goes toward health benefits and not towards overhead). The MLR is
based on a health plan’s overall performance, however, not on individual experience. It is an
aggregate measure that in general terms compares the benefits paid to aggregate premiums.
Section 1001 of the Patient Protection and Affordable Care Act (ACA, P.L. 111-148, as
amended)  imposes a new federal, minimum MLR requirement on fully funded health plans,
which are plans where insurance companies assume the full risk for medical expenses incurred. 

Each year that these insurance companies do not meet MLR standards established by ACA for
individual, small group, and large group policies, they must issue rebates to policyholders. The
ACA MLR requirement allows insurers to add certain quality improvements to the health benefits calculation, while letting companies disregard certain taxes, fees, and other expenses when calculating non-claims expenses. The MLR requirement is intended to provide “greater
transparency and accountability around the expenditures made by health insurers and to help
bring down the cost of health care.” 

MLR Reporting Requirements Under ACA
Minimum Standards Required


The ACA MLR standards require that covered insurers in the individual and small group markets
meet a minimum MLR of 80%. For insurers that sell large group plans, the minimum MLR is
85%. The higher MLR requirement for the large group market accounts for economies of scale; in other words, it’s more efficient to sell insurance to a large company that will offer coverage for many individuals and families than it is to have to market a product to one individual at a time, or to firms that cover a smaller group of individuals. Thus, the higher MLR standard for large companies reflects their assumed lower administrative costs. 

For purposes of calculating the MLR, the ACA defines large group policies as policies sold to
employers with more than 100 workers, and small group policies as those of up to and including
100 workers.8 Individual policies can be policies bought through an insurance agent or broker, or
through an association that is not part of a larger group policy. Once health insurance exchanges are established in 2014, an individual plan could be one purchased through an exchange. In addition, MLR reporting requirements exclude premiums and claims experience of newly introduced health insurance offerings, under certain circumstances. 

Timeline for Compliance 

Under ACA, health insurers were required to provide their first MLR reports to the HHS by June
1, 2012, detailing financial activity for 2011. Each insurer covered by the law must report
aggregated activity within each state for the three market segments: large group, small group, and individual policies. If a group policy covers workers in more than one state, the activity is
recorded in the state where the policy is issued. Going forward, the ACA requires annual reports by June 1 of the year following the calendar year on which the MLR calculation is based. The rules to implement the ACA MLR policies allow penalties to be imposed on companies that do not comply with reporting, auditing, rebate, or other requirements, equal to $100 per entity per affected individual each day the insurer is out of compliance.
 

Who Must Comply 

The ACA generally requires fully funded health insurers offering coverage (including
grandfathered health plans) to report their MLRs. For-profit, fully funded insurers had to
provide their first MLR reports to HHS by June 1, 2012, and were required to issue rebates by
August 1, 2012. While non-profit insurers also are required to report their MLR, their actual MLR computation is different than for-profit insurers. The MLR reporting requirement for non-profits worked out regarding the actual computation of their MLR.

The ACA imposes separate MLR standards for Medicare Advantage Plans, which are plans that provide private insurance options, such as managed care, to Medicare beneficiaries enrolled in both Medicare Parts A and B.  Effective in 2014, the ACA requires Medicare Advantage plans to achieve a minimum MLR of 85%. Plans that do not meet this standard will have to pay HHS an amount equal to their total revenue multiplied by the difference between the 85% goal and their actual M LR. If a plan’s MLR is below 85% for three consecutive years, enrollment will be restricted. A Medicare Advantage plan contract will be terminated if the plan  is out of compliance for five consecutive years. Further guidance for the MLR calculation for Medicare Advantage plans will be specified in future regulations.
 

The HHS in its final rules provided additional adjustments to the MLR formula for two less
common types of health insurance: expatriate and mini-medical policies. Expatriate plans are
group policies that can cover employees working outside their home country or non-U.S. citizens
working for American firms in their home country. Mini-medical plans are policies that don’t
cover the wide range of services of comprehensive health plans. Because of the unique
characteristics of these plans, HHS determined that insurers would have difficulty meeting
minimum MLR requirements. 

The MLR requirement does not apply to self-funded plans, which are health care plans offered
by businesses in which the employer assumes the financial risk for medical care. During 2010,
57.5% of private sector insurance enrollees were covered through self-funded plans.
Medigap plans, which are supplemental policies that Medicare beneficiaries can purchase to fill
gaps in Medicare coverage, are not covered by the ACA MLR provisions. Medigap plans are
subject to their own separate MLR requirements, found in Title 18 of the Social Security Act; the
MLR requirements are 65% in the individual marketplace and 75% in the group market.

Finally, the ACA’s MLR requirements do not apply to long-term care, dental, vision, or retiree
health insurance. 

For more information on understanding the MLR , please contact 305-227-2383 or
786-574-4560 

Feel free to glance : 

 

Paul G. Silverio-Benet


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