Res No 096-22-15849RESOLUTION NO. 096 -22 -15849
A Resolution authoriz ing the City Manager to purchase life, accidental death
& d ismemb e rment ins u rance (AD&D), and long-term d isability in sura nce
benefits from M u tual of Omaha for full-time employees for Fiscal Year 2022-
2023.
WHEREAS, th e C ity 's Agent of Record, Brown a nd Brown of F lorida, w it h coord inat ion
of Ci ty Staff so li cited more than three quote s and compared the ins urance rates, benefi ts plan
design, prov ider network, as we ll as t he C ity 's previous c laims experience/ratio; and
WHEREAS, t he City Staff wis hes to recommend the se lection of Mutua l of Omaha for
t he provision of Life, AD&D, and Long-Term Disability insurance benefits for all fu ll-time
emp loyees; and
WHEREAS, the prem ium shal l be charged to depa rtmenta l line item s in their respective
account numbers.
NOW THEREFORE BE IT RESOLVED BY THE MAYOR AND CITY
COMMISSION OF THE CITY OF SOUTH MIAMI, FLORIDA THAT;
Section 1. The fo rego in g recital s are hereby ratified and confirmed as being true and the y
are incorporated into this re so lution by reference as if set fort h in fu ll here in.
Section 2. The City Com m ission hereby a uthorized the City Manager to execute the Life,
AD&D, and Long-Term disabi li ty po li cy w ith Mutua l of Omaha fo r the City of South Miami full
t ime employees and participat ing retirees for the 2022-2023.
Section 3. Corrections. Conformi ng language or technica l scr ivener-type correct ions
may be made by the City Attorney for any conforming amendm e nts to be incorporated into t he
final reso lut ion for s ignat ure.
Section 4. Severability. If any sec tion c lause , sentence, or phrase of th is reso lution is for
any reason he ld in va lid or unconstitut iona l by a co urt of competent juris diction , the hold ing sha ll
not affect the va li dity of th e remaining portion s of this reso lution.
Section 5 . Effective Date. Th is resolution s ha ll become effective immediately upon
adoptio n.
PASSED AND ADOPTED th is 16th day of August, 2022.
ATTEST :
LI\ LER~
APPROVED: , •
~~/
Page 1 of2
Res. No . 096-22-15849
REA D AND APPROVED AS TO FORM ,
LANGUAGE, LEGALITY AND EXECUTIO;:,~
C l~~
COMM ISSION VOT E:
Mayo r Ph i lips :
Commissioner Corey:
Com mi ss ioner Harri s :
Commiss ioner Li eb man:
Commissioner Gil:
Page 2 of 2
5-0
Yea
Yea
Yea
Yea
Yea
Agenda Item No:3.
City Commission Agenda Item Report
Meeting Date: August 16, 2022
Submitted by: Samantha Fraga-Lopez
Submitting Department: City Manager
Item Type: Resolution
Agenda Section:
Subject:
A Resolution authorizing the City Manager to purchase life, accidental death & dismemberment insurance
(AD&D), and long-term disability insurance benefits from Mutual of Omaha for full-time employees for Fiscal
Year 2022-2023. 3/5 (City Manager)
Suggested Action:
Attachments:
22-23 Memo_Life_ADD_Long Term.docx
22-23 Reso_Life_ADD_Long Term.docx
Comparison_Life_2022_CSM.pdf
1
CITY OF SOUTH MIAMI
OFFICE OF THE CITY MANAGER
INTER-OFFICE MEMORANDUM
TO:The Honorable Mayor & Members of the City Commission
FROM: Shari Kamali, City Manager
VIA:Samantha Fraga-Lopez, Assistant City Manager
DATE: August 16, 2022
SUBJECT:A Resolution authorizing the City Manager to purchase life, accidental
death & dismemberment insurance (AD&D), and long-term disability
insurance benefits from Mutual of Omaha for full-time employees for
Fiscal Year 2022-2023.
BACKGROUND:The City’s Benefit Consultant, Brown and Brown of Florida, Inc., solicited
more than three quotes for the employee’s Life Insurance, AD&D, and
Long-Term Disability Insurance coverages for South Miami full-time
employees for the Fiscal Year 2022-2023Plan. Mutual of Omaha, the City’s
current insurance carrier, provided the best coverage and a renewal rate
with a 0% increase for Life Insurance and Accidental Death and
Dismemberment Coverage and a 0% annual increase for Long-Term
Disability coverage. The renewal is appropriately funded in the proposed
budget for Fiscal Year 2022-2023.
RECOMMENDATION:Based upon the proposals received, the City staff recommends the renew
with the current carrier, Mutual of Omaha.
AMOUNT:The estimated total annual costs paid by the City for Life Insurance, AD&D,
and Long-Term Disability insurance coverages is $37,754.64
ACCOUNT:Premium charges for Life Insurance, AD&D, and Long-Term Disability
insurance will be charged to the designated departmental budget line
items as proposed in the Fiscal Year 2022-2023 budget.
ATTACHMENTS: Proposed resolution
Rate Comparisons Comparison
2
THE CITY OF PLEASANT LIVING
October 2022 Basic Life and Long-Term Disability Comparison for City of South Miami
LIFE & AD&D
Carrier
Eligibility/Classes
All Full-Time City
Managers Actively at
Work
All other Full-Time
Employees Actively at
Work
All Full-Time City
Managers Actively at
Work
All other Full-Time
Employees Actively at
Work
Benefits
Life Benefit 2x Salary to $320,000 1x Salary to $75,000 2x Salary to $320,000 1x Salary to $75,000
AD&D Benefit 2x Salary to $320,000 1x Salary to $75,000 2x Salary to $320,000 1x Salary to $75,000
Guarantee Issue $320,000 $75,000 $320,000 $75,000
Reduction Formula
At Age 65
At Age 70
Additional Benefits
Accelerated Benefit 80% to $256,000 80% to $60,000 80% to $256,000 80% to $60,000
Waiver of Premium
Conversion
Portability
Contribution Type
Participation Requirements
Rate Guarantee (months)
Rates
Covered Volume
Life Rate per $1,000
AD&D Rate per $1,000
Monthly Premium
Total Annual Life/AD&D Premium
% Change in Total Annual Premium
$ Change in Total Annual Premium
LONG TERM DISABILITY
Carrier
Eligibility/Classes
Benefits
Maximum Monthly Benefit
Benefit %
Elimination Period
Maximum Benefit Period
Pre-existing Condition Limitation
Mental & Nervous
Survivor Income
Definition of Disabilty
Own Occupation Coverage Period
Contribution Type
Participation Requirement
Rate Guarantee (months)
Rates
Covered Volume
LTD Rate per $100 Monthly Benefit
Monthly Premium
Total Annual LTD Premium
% Change in Annual Premium
$ Change in Annual Premium
TOTAL FINANCIAL SUMMARY
TOTAL ANNUAL PREMIUM
TOTAL % Change
Declined to Quote
Cigna
Declined to Quote
Cigna Florida Blue
Not Quoted
83.7%
$69,349.50
116.7%
$26,613.97
Florida Blue
Not Quoted
All Full-Time Employees Actively at Work
$4,118.83
$49,425.95
Mutual of Omaha
$6,917,900
$0.160
$6,917,900
$0.210
to 65%
to 50%
Non-Contributory
Included
Not Included
Included
90 Days
$14,942.66
Current
100%
Expires 9/31/2023
$1,245.22
60%
Mutual of Omaha
All Full-Time Employees Actively at Work
$6,000
$0.020
SSNRA
3/12
24 Months
3 Months
$22,811.98
$37,754.64
Non-Contributory
$1,901.00
24 Months
$633,666
$0.300
100%
Current
Expires 9/30/2023
$0.030
$1,660.30
Standard
to 65%
to 50%
Included
Included
Included
Non-Contributory
100%
24 Months
$19,923.55
Standard
33.3%
$4,980.89
$0.650
24 Months
$633,666
$6,000
60%
90 Days
SSNRA
3/12
100%
24 Months
3 Months
24 Months
Non-Contributory
Page 1 of 8
5
~ ~ ~ ~
Rale.s shown are based on census data provided. Fi"la l rales are subject to underwritiig and actual enrolment.
This cor11>arison is for iluslrative purposes onty. The fu l policy and certifrcete of coverage will supersede any
and an malerials provided herein .
October 2022 Basic Life and Long-Term Disability Comparison for City of South Miami
LIFE & AD&D
Carrier
Eligibility/Classes
All Full-Time City
Managers Actively at
Work
All other Full-Time
Employees Actively at
Work
Benefits
Life Benefit 2x Salary to $320,000 1x Salary to $75,000
AD&D Benefit 2x Salary to $320,000 1x Salary to $75,000
Guarantee Issue $320,000 $75,000
Reduction Formula
At Age 65
At Age 70
Additional Benefits
Accelerated Benefit 80% to $256,000 80% to $60,000
Waiver of Premium
Conversion
Portability
Contribution Type
Participation Requirements
Rate Guarantee (months)
Rates
Covered Volume
Life Rate per $1,000
AD&D Rate per $1,000
Monthly Premium
Total Annual Life/AD&D Premium
% Change in Total Annual Premium
$ Change in Total Annual Premium
LONG TERM DISABILITY
Carrier
Eligibility/Classes
Benefits
Maximum Monthly Benefit
Benefit %
Elimination Period
Maximum Benefit Period
Pre-existing Condition Limitation
Mental & Nervous
Survivor Income
Definition of Disabilty
Own Occupation Coverage Period
Contribution Type
Participation Requirement
Rate Guarantee (months)
Rates
Covered Volume
LTD Rate per $100 Monthly Benefit
Monthly Premium
Total Annual LTD Premium
% Change in Annual Premium
$ Change in Annual Premium
TOTAL FINANCIAL SUMMARY
TOTAL ANNUAL PREMIUM
TOTAL % Change
Mutual of Omaha
$6,917,900
$0.160
to 65%
to 50%
Non-Contributory
Included
Not Included
Included
90 Days
$14,942.66
Current
100%
Expires 9/31/2023
$1,245.22
60%
Mutual of Omaha
All Full-Time Employees Actively at Work
$6,000
$0.020
SSNRA
3/12
24 Months
3 Months
$22,811.98
$37,754.64
Non-Contributory
$1,901.00
24 Months
$633,666
$0.300
100%
Current
Expires 9/30/2023
MetLife
Not Quoted
MetLife
Not Quoted
Lincoln
Declined to Quote
Lincoln
Declined to Quote
Declined to Quote
Guardian
Declined to Quote
Guardian Humana
Not Quoted
Humana
Not Quoted
Page 2 of 8
6
~ ~ ~ ~ ~
Rale.s shown are based on census data provided. Fi"la l rales are subject to underwritiig and actual enrolment.
This cor11>arison is for iluslrative purposes onty. The fu l policy and certifrcete of coverage will supersede any
and an malerials provided herein .
October 2022 Basic Life and Long-Term Disability Comparison for City of South Miami
LIFE & AD&D
Carrier
Eligibility/Classes
All Full-Time City
Managers Actively at
Work
All other Full-Time
Employees Actively at
Work
Benefits
Life Benefit 2x Salary to $320,000 1x Salary to $75,000
AD&D Benefit 2x Salary to $320,000 1x Salary to $75,000
Guarantee Issue $320,000 $75,000
Reduction Formula
At Age 65
At Age 70
Additional Benefits
Accelerated Benefit 80% to $256,000 80% to $60,000
Waiver of Premium
Conversion
Portability
Contribution Type
Participation Requirements
Rate Guarantee (months)
Rates
Covered Volume
Life Rate per $1,000
AD&D Rate per $1,000
Monthly Premium
Total Annual Life/AD&D Premium
% Change in Total Annual Premium
$ Change in Total Annual Premium
LONG TERM DISABILITY
Carrier
Eligibility/Classes
Benefits
Maximum Monthly Benefit
Benefit %
Elimination Period
Maximum Benefit Period
Pre-existing Condition Limitation
Mental & Nervous
Survivor Income
Definition of Disabilty
Own Occupation Coverage Period
Contribution Type
Participation Requirement
Rate Guarantee (months)
Rates
Covered Volume
LTD Rate per $100 Monthly Benefit
Monthly Premium
Total Annual LTD Premium
% Change in Annual Premium
$ Change in Annual Premium
TOTAL FINANCIAL SUMMARY
TOTAL ANNUAL PREMIUM
TOTAL % Change
Mutual of Omaha
$6,917,900
$0.160
to 65%
to 50%
Non-Contributory
Included
Not Included
Included
90 Days
$14,942.66
Current
100%
Expires 9/31/2023
$1,245.22
60%
Mutual of Omaha
All Full-Time Employees Actively at Work
$6,000
$0.020
SSNRA
3/12
24 Months
3 Months
$22,811.98
$37,754.64
Non-Contributory
$1,901.00
24 Months
$633,666
$0.300
100%
Current
Expires 9/30/2023
UnitedHealthcare
Not Quoted
UnitedHealthcare
Not Quoted
Page 3 of 8
7
~ ~
Rale.s shown are based on census data provided. Fi"la l rales are subject to underwritiig and actual enrolment.
This cor11>arison is for iluslrative purposes onty. The fu l policy and certifrcete of coverage will supersede any
and an malerials provided herein .
October 2022 Voluntary Life Insurance Comparison for City of South Miami
Carrier
Class
Benefit Descriptions
Employee
Spouse
Children
Guarantee Issue Amount
Reduction Schedule
Age 65
Age 70
Additional Benefits
Accelerated Benefit
Waiver of Premium
Conversion
Portability
Minimum participation
Rate Guarantee in months
Rates per $1,000 Employee
Spouse (rates based
on employee's age)Employee Spouse Employee Spouse Employee Spouse
Under 25 $0.070 $0.070 $0.070 $0.070
25-29 $0.070 $0.070 $0.070 $0.070
30-34 $0.080 $0.080 $0.080 $0.080
35-39 $0.110 $0.110 $0.110 $0.110
40-44 $0.190 $0.190 $0.190 $0.190
45-49 $0.350 $0.350 $0.350 $0.350
50-54 $0.550 $0.550 $0.550 $0.550
55-59 $0.940 $0.940 $0.940 $0.940
60-64 $1.070 $1.070 $1.070 $1.070
65-69 $2.010 $2.010 $2.010 $2.010
70-74 $3.320 N/A $3.320 $3.320
75-79 $11.020 N/A $3.320 $3.320
80+$11.020 N/A $3.320 $3.320
Child
AD&D
Florida Blue
Not Quoted
CignaStandard
All Full-Time Employees Actively at Work
Up to $500,000 in increments of $10,000
Up to $250,000 in increments of $5,000
Birth to age 25, $10,000
Declined to Quote
Up to $250,000 in increments of $5,000, not
to exceed 100% of employee's amount.
Coverage terminates at age 70.
Mutual of Omaha
All Full-Time Employees Actively at Work
Up to $500,000 in increments of $10,000, not
to exceed 5x salary
14 days to age 26, $10,000
Employee $100,000; Spouse $30,000; Child
$10,000
Employee $100,000; Spouse $30,000; Child
$10,000
to 65%
to 50%
80% to $400,000
Included
Included
Greater of 20% or 10 enrolled
Included
Included
Included Included
to 65%
to 50%
80% to $400,000
Emp./Sp. $0.030 per $1,000
$0.200 per $1,000
Expires 9/30/2023
Current
$0.03 per $1,000
24 Months
$0.200 per $1,000
Page 4 of 8 8Rates shown 11re bas.ed on cens.us data provided. Fnal rates are subjed to underwrling and actual enrolmenl
Thts: comparison is. for ifkJstratlve purposes onty. Th.e fl.I I poltcy and certifcale of coverage wl supersede any
end eu r'T'l8terl81S provided hereWI .
October 2022 Voluntary Life Insurance Comparison for City of South Miami
Carrier
Class
Benefit Descriptions
Employee
Spouse
Children
Guarantee Issue Amount
Reduction Schedule
Age 65
Age 70
Additional Benefits
Accelerated Benefit
Waiver of Premium
Conversion
Portability
Minimum participation
Rate Guarantee in months
Rates per $1,000 Employee
Spouse (rates based
on employee's age)
Under 25 $0.070 $0.070
25-29 $0.070 $0.070
30-34 $0.080 $0.080
35-39 $0.110 $0.110
40-44 $0.190 $0.190
45-49 $0.350 $0.350
50-54 $0.550 $0.550
55-59 $0.940 $0.940
60-64 $1.070 $1.070
65-69 $2.010 $2.010
70-74 $3.320 N/A
75-79 $11.020 N/A
80+$11.020 N/A
Child
AD&D
Up to $250,000 in increments of $5,000, not
to exceed 100% of employee's amount.
Coverage terminates at age 70.
Mutual of Omaha
All Full-Time Employees Actively at Work
Up to $500,000 in increments of $10,000, not
to exceed 5x salary
14 days to age 26, $10,000
Employee $100,000; Spouse $30,000; Child
$10,000
Included
Included
Included
to 65%
to 50%
80% to $400,000
Emp./Sp. $0.030 per $1,000
$0.200 per $1,000
Expires 9/30/2023
Current
Employee Spouse Employee Spouse Employee Spouse
Lincoln
Declined to Quote
Guardian
Declined to Quote
Humana
Not Quoted
Page 5 of 8 9Rates shown 11re bas.ed on cens.us data provided. Fnal rates are subjed to underwrling and actual enrolmenl
Thts: comparison is. for ifkJstratlve purposes onty. Th.e fl.I I poltcy and certifcale of coverage wl supersede any
end eu r'T'l8terl81S provided hereWI .
October 2022 Voluntary Life Insurance Comparison for City of South Miami
Carrier
Class
Benefit Descriptions
Employee
Spouse
Children
Guarantee Issue Amount
Reduction Schedule
Age 65
Age 70
Additional Benefits
Accelerated Benefit
Waiver of Premium
Conversion
Portability
Minimum participation
Rate Guarantee in months
Rates per $1,000 Employee
Spouse (rates based
on employee's age)
Under 25 $0.070 $0.070
25-29 $0.070 $0.070
30-34 $0.080 $0.080
35-39 $0.110 $0.110
40-44 $0.190 $0.190
45-49 $0.350 $0.350
50-54 $0.550 $0.550
55-59 $0.940 $0.940
60-64 $1.070 $1.070
65-69 $2.010 $2.010
70-74 $3.320 N/A
75-79 $11.020 N/A
80+$11.020 N/A
Child
AD&D
Up to $250,000 in increments of $5,000, not
to exceed 100% of employee's amount.
Coverage terminates at age 70.
Mutual of Omaha
All Full-Time Employees Actively at Work
Up to $500,000 in increments of $10,000, not
to exceed 5x salary
14 days to age 26, $10,000
Employee $100,000; Spouse $30,000; Child
$10,000
Included
Included
Included
to 65%
to 50%
80% to $400,000
Emp./Sp. $0.030 per $1,000
$0.200 per $1,000
Expires 9/30/2023
Current
Employee Spouse Employee Spouse
MetLife
Not Quoted
UnitedHealthcare
Not Quoted
Page 6 of 8 10Rates shown 11re bas.ed on cens.us data provided. Fnal rates are subjed to underwrling and actual enrolmenl
Thts: comparison is. for ifkJstratlve purposes onty. Th.e fl.I I poltcy and certifcale of coverage wl supersede any
end eu r'T'l8terl81S provided hereWI .
October 2022 Short Term Disability Comparison for City of South Miami
Carrier Mutual of Omaha Standard Cigna Florida Blue Guardian
Class Defined
All Full-Time Employees
Actively at Work
All Full-Time Employees
Actively at Work
Plan Benefits
STD Benefit 60%60%
Maximum Weekly Benefit $1,000 $1,000
Benefit Duration 12 Weeks 83 Days
Pre-existing Condition Limitation 3/12 Not Included
Elimination Period (days)
Accident 7 Days 7 Days Declined to Quote Not Quoted Declined to Quote
Illness 7 Days 7 Days
Contribution Type Voluntary Voluntary
Participation Requirement Greater of 25% or 10 enrolled
Rate Guarantee (months)Expires 9/30/2023 36 Months
Rates per $10 of Weekly Benefit Current
Under 20 $0.300 $0.440
20-24 $0.300 $0.440
25-29 $0.300 $0.440
30-34 $0.300 $0.440
35-39 $0.300 $0.440
40-44 $0.300 $0.440
45-49 $0.340 $0.560
50-54 $0.400 $0.560
55-59 $0.530 $0.560
60-64 $0.640 $0.760
65-69 $0.730 $0.760
70+$0.800 $0.760
Page 7 of 8 11
IR.aites s h o w n are ba:sed once. sus dalai pr,o icled . fina l ral.es, are subjed to u derwrtfulg a d actual e n rolment
is oomp.rnison is tor smi,w e p rposes only. The fuU policy and! ceiflmcate of co, erage w 1il supersede any
and a l maferia Is pm,-.,;ided herein.
October 2022 Short Term Disability Comparison for City of South Miami
Carrier Mutual of Omaha
Class Defined
All Full-Time Employees
Actively at Work
Plan Benefits
STD Benefit 60%
Maximum Weekly Benefit $1,000
Benefit Duration 12 Weeks
Pre-existing Condition Limitation 3/12
Elimination Period (days)
Accident 7 Days
Illness 7 Days
Contribution Type Voluntary
Participation Requirement
Rate Guarantee (months)Expires 9/30/2023
Rates per $10 of Weekly Benefit Current
Under 20 $0.300
20-24 $0.300
25-29 $0.300
30-34 $0.300
35-39 $0.300
40-44 $0.300
45-49 $0.340
50-54 $0.400
55-59 $0.530
60-64 $0.640
65-69 $0.730
70+$0.800
Humana Lincoln MetLife UnitedHealthcare
Not Quoted Declined to Quote Not Quote Not Quoted
Page 8 of 8 12
IR.aites s h o w n are ba:sed once. sus dalai pr,o icled . fina l ral.es, are subjed to u derwrtfulg a d actual e n rolment
is oomp.rnison is tor smi,w e p rposes only. The fuU policy and! ceiflmcate of co, erage w 1il supersede any
and a l maferia Is pm,-.,;ided herein.