SALES: Sample FI Report SF Retro Analysis

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HORANALYTICS® COMPREHENSIVE REPORTING

HORANalytics®: SELF-FUNDED RETORACTIVE ANALYSIS

Key Elements: Review three to five years of the following data

• Claims PEPM vs premium paid PEPM

• Expected self-funded costs vs actual fully-insured costs

• Maximum self-funded liability

• Large claims risk at different thresholds

Application: Retroactively reviews fully-insured experience to illustrate the value of self-funding the medical plan

• Estimates fixed costs while using actual claims to indicate total liability/risk exposure for the past 3-5 years.

• Leverage analysis to identify cost savings opportunities and facilitate conversation around self-funding medical plan.

3 Year Summary

3 Year Summary

3 Year Summary

Total Fully Insured Cost

Total Fully Insured Cost

Expected Self-Funded Liability

Expected Self-Funded Liability

Self-Funded Savings (LOSS)

Self-Funded Savings (LOSS)

Maximum Self-Funded Maximum Liability

Maximum Self-Funded Maximum Liability

Based on HORAN's Assumptions, ABC Company would have saved roughly $2,408,572 if they selffunded their medical plan the past 36 months.

©HORAN 2020 1
HORAN $954,497 $655,718 $798,356 $0 $1,000,000 $2,000,000 $3,000,000 $4,000,000 $5,000,000 $6,000,000 $7,000,000 $8,000,000 $9,000,000 1/1/2018 - 12/31/2018 (12 months) 1/1/2019 - 12/31/2019 (12 months) 1/1/2020 - 12/31/2020 (12 months)
Year 1 1/1 – 12/31 Year 2 1/1 – 12/31 Year 3 1/1 – 12/31 3 Year Total Year 1 1/1 – 12/31 Year 2 1/1 – 12/31 Year 3 1/1 – 12/31
$954,497 $655,718 $798,356 $0 $1,000,000 $2,000,000 $3,000,000 $4,000,000 $5,000,000 $6,000,000 $7,000,000 $8,000,000 $9,000,000 1/1/2018 - 12/31/2018 (12 months) 1/1/2019 - 12/31/2019 (12 months) 1/1/2020 - 12/31/2020 (12 months)
$954,497 $655,718 $798,356 Self-Funded Savings (LOSS) TOTAL $2,408,572 $954,497 $655,718 $798,356 $0 $1,000,000 $2,000,000 $3,000,000 $4,000,000 $5,000,000 $6,000,000 $7,000,000 $8,000,000 $9,000,000 1/1/2018 - 12/31/2018 (12 months) 1/1/2019 - 12/31/2019 (12 months) 1/1/2020 - 12/31/2020 (12 months)
Total Fully Insured Cost Expected Self-Funded Liability Self-Funded Savings (LOSS) Maximum Self-Funded Maximum Liability Year 1 1/1 – 12/31 Year 2 1/1 – 12/31 Year 3 1/1 – 12/31

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