Human Resources Committee — Agenda Packet

PORTAGE COUNTY MEETING AGENDA HUMAN RESOURCES COMMITTEE PORTAGE COUNTY ANNEX CONFERENCE ROOMS 1 & 2 1462 STRONGS AVENUE STEVENS POINT, WI 54481 Thursday, September 24, 2026 4:00 PM REMOTE ATTENDANCE & COMMENT To attend this meeting by telephone : dial 1-872-242-7813 , after dialing the number you will then be asked to enter in a meeting number. Use the following meeting number: 601 933 261, then press # To attend this meeting by video: https://teams.microsoft.com/meet/260076996598946?p=mM65Ba1FvlBJHeIgbF Page 1 of 1 CALL TO ORDER Committee Members enter Per Diem and Mileage REPORTS 1. Special Meeting Attendance Reports (Portage County Ordinance 3.1.47 & 3.1.48) PUBLIC NOTICE Members of the public who wish to address the Committee on specific agenda items must register their request at this time, with such comments subject to the public comment ordinance and the reasonable control of the Committee Chair as set forth in Robert’s Rules of Order. APPROVAL OF MINUTES 2. September 3, 2026 DISCUSSION/POSSIBLE ACTION 3. Resolution Transferring Justice Programs and Its Staff into the Health and Human Services Department and Revising the Corresponding Code of Ordinances Sections 4. 2027 New Position and Reclassification Requests 5. Human Resources Department 2027 Budget Accomplishments, Initiatives and Performance Measurements • Human Resources Department • Health Plan NEXT MEETING DATE 6. Thursday, October 1, 2026 at 5:00 p.m. ADJOURNMENT Notice: Any person who has special needs and plans on attending this meeting in-person or remotely should contact the Facilities at 715- 346-1598 as soon as possible to ensure that reasonable accommodations can be made. Notice: Remote comment by the public during the meeting will be at the discretion of the Chair. Notice: A quorum of the Portage County Board of Supervisors, or any committee thereof, may be present at this meeting. Page 1 of 15 PORTAGE COUNTY MEETING MINUTES HUMAN RESOURCES COMMITTEE PORTAGE COUNTY ANNEX CONFERENCE ROOMS 1 & 2 1462 STRONGS AVENUE STEVENS POINT, WI 54481 Thursday, September 3, 2026 5:00 PM REMOTE ATTENDANCE & COMMENT To attend this meeting by telephone : dial 1-872-242-7813 , after dialing the number you will then be asked to enter in a meeting number. Use the following meeting number: 368 566 926, then press # To attend this meeting by video: https://teams.microsoft.com/meet/291864037910075?p=1RsQCamqwzoW7bsd7P Page 1 of 2 CALL TO ORDER Committee Members enter Per Diem and Mileage The Human Resources Committee meeting was called to order by M. Jacowski at 05:00 PM Members Present: Larry Raikowski, Matt Jacowski, Jonathan Schlice, Janell Wehr, Steve Cieslewicz Staff Attending: L. Belanger Tess, C. Wojchik Others Attending: M. Deininger (web), K. McDonald (web), L. Allman, R. Rose, J. Hake, T. Neuenfeldt (web), J. Jossie (web), C. Piotrowski (web) CORRESPONDENCE 1. EAP Flyer - September 2026 Wellness Newsletter - September 2026 PRESENTATIONS 2. Anovia Health - Lori Allman, Director of Client Success & Small Group Sales REPORTS 3. Special Meeting Attendance Reports (Portage County Ordinance 3.1.47 & 3.1.48) None 4. • Consumer Price Index - July 2026 • Health Plan Financial Performance Analysis-Executive Overview - June and July 2026 • Recruitment Update • Director's Report o 2027 Renewal with AbsenceResources for FMLA Administration o Wellness Incentive Report - course completions were not accurate o Portage County Strategic Plan ▪ AI Training ▪ Salary Study o MUNIS - Time and Attendance sessions o Open Enrollment - November 2 through November 11, 2026 PUBLIC NOTICE Page 2 of 15 Human Resources Committee Meeting Minutes September 3, 2026 Page 2 of 2 Members of the public who wish to address the Committee on specific agenda items must register their request at this time, with such comments subject to the public comment ordinance and the reasonable control of the Committee Chair as set forth in Robert’s Rules of Order. APPROVAL OF MINUTES 5. August 5, 2026 Minutes A motion was made by J. Wehr, seconded by S. Cieslewicz, to approve the minutes from August 5, 2026. Motion to approve carried by voice vote, with no negative votes DISCUSSION/POSSIBLE ACTION 6. Resolution Authorizing the Addition of 1.0 FTE Economic Support Specialist-Quality Assurance-Lead for Health and Human Services A motion was made by L. Raikowski, seconded by J. Wehr, to approve the the resolution authorizing the addition of 1.0 FTE Economic Support Specialist-Quality Assurance-Lead for Health and Human Services. Motion to approve carried by voice vote, with no negative votes. 7. Portage County and Employee Comercial Driver's License Agreement - Parks Department A motion was made by S. Cieslewicz, seconded by L. Raikowski, to approve the Portage County and Employee Commercial Driver's License Agreement - Park Department. Motion to approve carried by voice vote, with no negative votes. 8. Resolution Approving and Authorizing Anthem Blue Cross Blue Shield as Portage County's Health Plan Administrator for 2027 A motion was made by J. Wehr, seconded by J. Schlice, to approve the resolution approving and authorizing Anthem Blue Cross Blue Shield as Portage County's health plan administrator for 2027. Motion to approve carried by voice vote, with no negative votes. 9. Salary Study Update and Discussion of Comparables and Market Position A motion was made by L. Raikowski, seconded by S. Cieslewicz, to approve the comparables as suggested by McGrath Consulting as comparables for the Portage County salary study. Motion to approve carried by voice vote, with no negative votes. A motion was made by J. Schlice, seconded by S. Cieslewicz, to approve the County's target market position of 55% for the salary study. 10. 2027 New Position Request - Human Resources - Continuation of ERP Implementer A motion was made by L. Raikowski seconded by J. Wehr, to approve the 2027 new position request - Human Resources - Continuation of ERP Implementer. Motion to approve carried by voice vote, with no negative votes. 11. 2027 Human Resources Department Budgets • Human Resources Department • Employee Benefits • Health Plan Discussion only NEXT MEETING DATE 12. Discuss possible 2nd meeting in September Laura Belanger Tess will contact committee members to determine a second meeting date for September. ADJOURNMENT The meeting adjourned at 6:53 p.m. by call of the Chair. Page 3 of 15 RESOLUTION NO. TO: THE HONORABLE CHAIR AND MEMBERS OF THE PORTAGE COUNTY BOARD OF SUPERVISORS: RE: TRANSFERRING JUSTICE PROGRAMS AND ITS STAFF INTO THE HEALTH AND HUMAN SERVICES DEPARTMENT AND REVISING THE CORRESPONDING CODE OF ORDINANCES SECTIONS WHEREAS, the stated mission of the Justice Programs Department is to achieve justice for the community, victims, and offenders through effective and appropriate responses to crime and its prevention; and WHEREAS, the Justice Programs Director position became vacant on September 13, 2026; and WHEREAS, Justice Programs was formed as a stand-alone Department by County Board resolution in 2006; and WHEREAS, after thoughtful and diligent consideration among the County Executive and the Circuit Court Judges, in consultation with departments that work with the Justice Programs, the consensus was to move Justice Programs away from a stand-alone department and transfer the program into the Health and Human Services Department; and WHEREAS, the new Justice Programs section will be in the Division of Community Programs and will have a Justice Programs Supervisor and the staff as set forth in the attached organizational chart; and WHEREAS, corresponding to the organizational transfer in this resolution, the legislative oversight of Justice Programs will move from the Judicial / General Government Committee to the Health and Human Services Board as set for in the attached Code of Ordinances revisions to sections 3.1.16 and 3.1.11; and WHEREAS, transferring Justice Programs in this resolution does not modify the nature of the work that staff carry out and will have minimal impacts on day-to-day operations. The Justice Programs staff will continue to work with the Courts to effectuate its mission of achieving justice for the community, victims, and offenders through effective and appropriate responses to crime and its prevention. This move to Health and Human Services will assist both the Courts and Health and Human Services to provide greater collaboration in decision-making based on objective data and the goal to further reduce recidivism through treatment-based outcomes as well as improve stewardship of county resources. FISCAL NOTE: This resolution transfers the Justice Programs budget from the General Fund to the Health & Human Services Fund beginning in fiscal year 2027. There will be no changes to the 2026 budget for the remainder of the fiscal year as a result of adopting this resolution. This is not a budget adjustment resolution as the changes will be incorporated as part of the County’s budget process. Due to the timing of this resolution coinciding with the County’s 2027 budget document in process, Finance staff recommended the necessary changes be proactively incorporated into the 2027 proposed budget to avoid additional future changes to the budget document and a potential budget Page 4 of 15 amendment. If this resolution fails adoption, Finance staff will immediately prepare the necessary budget amendment to restore the budget in the General Fund prior to the adoption of the 2027 budget. The timing of any adjustment to the budget shall not impact the timing of the organizational transfer. NOW, THEREFORE BE IT RESOLVED that the Portage County Board of Supervisors hereby orders, directs and authorizes the transfer of Justice Programs into the Health and Human Services Department and the position changes as set forth in this resolution, and hereby approves, enacts, and ordains the attached revisions to Code of Ordinances Sections 3.1.16 and 3.1.11. BE IT FURTHER RESOLVED that appropriate County officials, including the County Executive, as well as staff are authorized to sign any documents and take all actions to effectuate this resolution. DATED THIS 6th DAY OF OCTOBER, 2026. RESPECTFULLY SUBMITTED, JUDICIAL/GENERAL GOVERNMENT COMMITTEE Date: September 14, 2026 _____________________________ ______________________________ Travis Bassett, Chair Stan Potocki, Vice-Chair _____________________________ ______________________________ Suzanne Oehlke Doug Stingle _____________________________ Joe Bachman HEALTH AND HUMAN SERVICES BOARD Date: September 21, 2026 Suzanne Oehlke, Chair Jeanne Dodge, Vice Chair Grek Hakala Barry Jakowski Robin Falk Landon Elgersma Amber Garner Bev Laska Joseph Jarabek Aye Aye Aye Excused Aye Aye Aye Aye Aye Excused Aye Absent Aye Aye Page 5 of 15 HUMAN RESOURCES COMMITTEE Date: September 24, 2026 Matt Jakowski, Chair Steve Cieslewicz, Vice Chair Jonathan Schlice Janell Wehr Larry Raikowski Page 6 of 15 CH PlannerCH EducatorPH PlannerSanitarianSanitarian (90%)Sanitarian (60%)Comm Nutrition Edu (80%)Comm Nutrition Edu (73%)Comm Nutrition Edu (63%)Breastfeeding Peer (C)WWWP Progam Coord (80%)Comm Hlth Nurse-LeadComm Hlth Nurse-Lead (83%)Comm Hlth NurseComm Hlth NurseComm Hlth NurseComm Hlth Nurse (90%)Comm Hlth Nurse (78%)Comm Hlth Nurse (50%)Comm Hlth Nurse (25%)Comm Hlth Assistant (75%)Comm Hlth Assistant (50%)PsychiatristPsychiatrist (20%-C)Mental Health ClinicianCommunity Health NurseOWI Assessor (C)Social WorkerSocial WorkerSocial WorkerSocial WorkerSocial WorkerProgram SpecialistCase ManagerCase ManagerNight SecurityNight Security (60%)CCS Program AssistantCCS Program AssistantCCS Program AssistantCCS Program AssistantCCS Program AssistantCCS QA Program AssistantSocial WorkerSocial WorkerSocial WorkerSocial Worker (80%)Occupational Therapist (C)Speech & Lang Pathologist (C 75%)Spec Needs Program Assist (55%)Physical Therapist (C 58% )CLTS QA Program AssistantSocial WorkerSocial WorkerSocial WorkerSocial WorkerSocial WorkerSocial WorkerSocial WorkerSocial WorkerSocial WorkerSocial WorkerSocial WorkerSocial WorkerSocial WorkerSocial WorkerSocial WorkerSocial WorkerSocial WorkerChild Welfare AssistantSocial WorkerSocial WorkerSocial WorkerSocial WorkerSocial WorkerES Specialist-LeadES Specialist-LeadES SpecialistES SpecialistES SpecialistES SpecialistES SpecialistES SpecialistES SpecialistES SpecialistES SpecialistES SpecialistES SpecialistES SpecialistES SpecialistES Specialist (ED)CS Specialist-LeadCS SpecialistCS SpecialistCS SpecialistCS Finacial SpecialistCS Assistant-LeadCS AssistantCS Assistant (50%)Paternity SpecialistAdministrative Assoc IAdministrative Assoc IAdministrative Assoc IIAdministrative Assoc II L = LTE PositionC = Contracted PositionLD = Lead WorkerED - End Date*=Listed TwicePercent reflects approved FTE'sSocial WorkerSocial WorkerSocial WorkerSocial WorkerSocial WorkerSocial WorkerSocial WorkerSocial Worker (ED)Social Worker (46%)Social Worker (50%)Social Worker (50% ED)Child and Family AideChild and Family AideChild and Family AideChild and Family AideChild and Family Aide (ED)Child and Family Aide (50%)Child and Family Aide (50%)Child and Family Aide (50% ED)Child and Family Aide (50% ED)Social WorkerSocial WorkerSocial WorkerSocial WorkerSocial WorkerSocial WorkerSocial WorkerSocial WorkerFinancial Assoc IFinancial Assoc IFinancial Assoc IISocial WorkerSocial WorkerSocial WorkerSocial WorkerSocial WorkerSocial WorkerSocial WorkerSocial WorkerSocial WorkerJustice Program Specialist-LeadJustice Program SpecialistJustice Program SpecialistJustice Program Technician (PT)Administrative Assoc II (PT)Social Worker Organizational Chart By NameHealth and Human Services DepartmentProposal Rev. 8/17/2026 County Executive DIRECTOR DIVISION OF PUBLIC HEALTH Public Health Manager Public Health Engagem… Supervisor WIC/Nutrition Supervisor Public Health Supervisor DIVISION OF COMMUNITY PROGRAMS Community Programs Manager Outpatient Services Supervisor Portage House Supervisor Children's Long Term Support Waiver Supervisor Special Needs Programs Supervisor Comprehensive Community Services/CSP Supervisor CCS Quality Assurance Supervisor CCS Mental Health Professional Supervisor Justice Programs Supervisor DIVISION OF CHILDREN & FAMILY SERVICES Children and Family Services Manager Child Welfare Assess… Supervisor Child Welfare Ongoing Supervisor Child Welfare Resources Supervisor Youth Justice Supervisor Child Support Supervisor Economic Support Supervisor DIVISION OF ADMINISTRATION/BUSINESS SUPPORT Admin Support Supervisor DIVISION OF HHS FINANCE Accounts Receivable Supervisor Portage County Board of Supervisors Page 7 of 15 Created: 2026-06-27 08:48:47 [EST] (Supp. No. 9) Page 1 of 1 3.1.16 Judicial/General Government Committee. (1) Five members. (2) All members shall be appointed by the Executive/Operations Committee as specified in section 3.1(3)(a). (3) Term of two years coinciding with the term of the County Board of Supervisors. (4) Members to be County Supervisors. (5) To set policy and provide guidance and legislative oversight for county-related activities of the offices of Clerk of Court, Register of Deeds, Family Court Commissioner, Veterans Service, and Portage County Circuit Court Offices., and Department of Justice Programs. (6) Per Diem: County Supervisors shall be entitled to per diems and mileage. Page 8 of 15 Created: 2026-06-27 08:48:47 [EST] (Supp. No. 9) Page 1 of 1 3.1.11 Health and Human Services Board (Wis. Stats. §§ 251.03 and 46.23(4)). (1) Nine members. Six members to be County Supervisors and three citizen members. At least one member appointed to a county human services board shall be an individual who receives or has received human services or shall be a family member of such an individual. The remainder of the county human services board members shall be consumers of services, or citizens-at-large. Portage County will make a good faith effort to appoint a registered nurse and a physician to the Board, in compliance with Wis. Stats. § 251.03. No public or private provider of services may be appointed to the county human services board. (2) A three-year term for citizen members and three-year term for County Board members. Each year on the Monday before the third Tuesday in April, the terms of one citizen member and two County Board members will end to provide for the staggered terms. A County Board member may be removed for failure of re-election as provided by law. All terms to end on the Monday in April before the third Tuesday and shall begin on the third Tuesday in April. (3) All members shall be appointed by the County Executive as specified in section 3.1(3)(b). (4) To set policy and provide policy guidance and legislative oversight for the activities of the consolidated departments of Health, Social Services and the 51.42 Board, and Wis. Stats. § 46.23, including the Division of Health Services, the Division of Community Programs (including Justice Programs), and the Division of Children and Family Services (including the Child Support Enforcement section). (5) Per Diem: County Supervisors and Citizen members shall be entitled to per diems and mileage. Page 9 of 15 NEW POSITION REQUESTS New Position Requests Received for the 2027 Budget DEPARTMENTS BY CLASSIFICATION POSITION SOURCE OF FUNDING SALARY BENEFITS TOTAL COST OF POSITION ADDITIONAL HOURS PER WEEK ADDITIONAL POSITIONS ADDITIONAL FTE POSITION BUDGET IMPACT Culture, Recreation & Education Library Branch Librarian - 28 hours to 32 hours per week Levy 62,964 10,162 73,126 32 0.00 0.20 9,286 General Government Family Court Commissioner Administrative Associate III* Levy 36,418 5,619 42,037 10 0.00 0.25 28,330 Finance Finance Manager Levy 76,469 43,929 120,398 40 1.00 1.00 120,398 Human Resources ERP Implementer** Levy 75,029 43,707 118,736 40 1.00 1.00 118,736 Health & Human Services Health & Human Services Economic Support Specialist*** Grant Sources 53,163 40,999 94,162 40 1.00 1.00 94,162 - Total $304,043 $144,416 $448,459 3 3.45 $370,912 *current position is 30 hours/week with 10 of those hours funded by SLFRF that ends 12/31/2026. The request is to continue at 30 hours/week funding the 10 hours with tax levy. **current position is funded 40 hours/week with SLFRF that ends 12/31/2026. Request is to continue position another year using transitional funding. ***current Consortium position due to end 12/31/2026 per resolution The process for new positon request requires submission by the Department Director to the Human Resources Director no later tha n June 1st each year. Each new position request must include completion of a request for additional staff form that includes th e following supporting documentation: a costin g for the position which includes the funding sources that include the classificati on as recommended by the Human Resources department, a brief narrative of justification for the position, a job description for the position as approved by the Human Resources department, governing committee recommendation of the new position request and the Human Resources Requisition Form. The additional hours per week reflect the additional hours in the 2027 budget. The total cost of the position is for informati onal purposes. Page 10 of 15 RECLASSIFICATION REQUESTS Reclassification Requests Received for the 2027 Budget DEPARTMENTS BY CLASSIFICATION POSITION CURRENT WAGE AND CLASS SCHEDULE PROPOSED WAGE AND CLASS SCHEDULE CURRENT RATE REQUESTED RATETOTAL REQUEST COSTS REQUESTED TITLE Culture, Recreation & Education Library Library Associate Grade 16, Step 17 Grade 19, Step 17 54,248 63,397 9,149 Library Specialist General Government Circuit Court Branch 2 Judicial Assistant Grade 20, Step 12 Grade 21, Step 12 63,939 67,776 3,837 Treasurer Chief Deputy Treasurer Grade 23E, Step 9 Grade 24E, Step 9 73,906 78,710 4,804 Public Safety Justice Programs Justice Programs Specialist-Drug Treatment Court & Lead Grade 21NE, Step 5 + $0.70 Grade 23 or 24* Cost at Grade 24 65,136 75,883 10,747 Justice Programs Coordinator Total $28,537 The process for reclassifications requires submission by the Department Director to the Human Resources Director no later than June 1st each year. Each request for reclassification includes the following supporting documentation: a current position description, a proposed position description, a completed job description questionnaire (JDQ), an organizational chart for the appropriate work unit, a suggested classification or pay grade, reasons for the reclassification request, and an indication of other positions performing comparable work. Upon approval to consider a review, a job audit is conducted on reclassification requests to determine what adjustment, if any, should be made for each position. Page 11 of 15 2027 SALARY & FRINGE BENEFIT BUDGET WORKSHEET - Facilities Department Reorganization Request Department: need to update yet Updated:08/26/2026 2088 TOTAL Hours BENEFIT HOURS FT/PT 2027 HOURLY ANNUAL EMPLOYEE/POSITION DATE PER WK HOURS RATE WAGE TOTAL with Fringes Weeks 52 CURRENT Maintenance Technician - Grade 21 40 2088 27.2936 $ $56,989 $98,659 Maintenance Technician - Grade 21 40 2088 27.8422 $ $58,135 $82,605 Maintenance Technician - Grade 21 40 2088 27.5666 $ $57,559 $67,649 Equipment Technician/Groundskeeper - Grade 21* 40 2088 28.4019 $ $59,303 $83,978 Custodian - Grade 16 40 2088 23.4219 $ $48,905 $71,432 Custodian - Grade 16 40 2088 19.6809 $ $41,094 $78,272 Seasonal Custodian - 3 positions (0.93 FTE) - Grade 16 1942 20.5535$ $39,915 $43,870 $526,466 PROPOSED Maintenance Technician Splst - Grade 24 40 2088 30.4648 $ $63,611 $106,442 Maintenance Technician Splst - Grade 24 40 2088 30.4648 $ $63,611 $89,041 Maintenance Technician Splst - Grade 24 40 2088 30.4648 $ $63,611 $74,761 Equipment Technician/Groundskeeper - Grade 24 40 2088 30.4648 $ $63,611 $89,041 Utility Worker - Grade 18* 40 2088 24.8033 $ $51,789 $75,322 Utility Worker - Grade 18* 40 2088 21.5812 $ $45,062 $83,935 Seasonal Custodian - 2 positions (0.62 FTE) - Grade 16, Step 4 1044 20.5535$ $21,458 $23,584 $542,127 $15,661 *Grade still needs final determination. Page 12 of 15 "START UP" (4) 2027 SALARY & FRINGE BENEFIT BUDGET WORKSHEET - Sheriff's Office Reorganization Request Department: need to update yet Updated:09/22/2026 2088 TOTAL Hours BENEFIT HOURS FT/PT 2027 HOURLY ANNUAL EMPLOYEE/POSITION DATE PER WK HOURS RATE WAGE TOTAL with Fringes Weeks 52 CURRENT Juvenile Detention Superintendent - Grade 27E 40 2088 44.2382 $ $92,369 $113,339 Corporal - Grade 24NE 40 2088 36.7994 $ $76,837 $91,370 Corrections Officer - Grade 21 40 2088 30.7551 $ $64,217 $76,592 $281,301 PROPOSED Corrections Sergeant - Grade 26 40 2088 38.9078 $ $81,239 $96,541 Corrections Sergeant - Grade 26 40 2088 36.4724 $ $76,154 $89,690 Corporal - Grade 24NE 40 2088 32.3342 $ $67,514 $80,420 $266,651 -$14,651 Page 13 of 15 Human Resource Department Accomplishments – 2026 1. Transition of Portage County Health Care Center employees to Timber Ridge 2. Artificial Intelligence (AI) department survey, training of AI Exploration and Uses across County Departments, and draft AI policy completed. 3. Implementation of personnel actions for new hires and transition of County Board Supervisors and Citizen members to time entry in the MUNIS Enterprise Resource Planning (ERP) system. 4. Salary study request for proposals, selection of vendor, and start of comprehensive salary study. 5. Countywide review and updates to all County employee position descriptions. Departmental Issues & Initiatives for FY 2027 & Beyond 1. Successful implementation of employer impacts from The One Big Beautiful Bill act. 2. Finalize AI policy, select Portage County AI software, and continue to train on responsible uses of AI. 3. Implement additional Human Resources modules and Time and Attendance in the MUNIS Enterprise Resource Planning (ERP) system. 4. Completion of Salary Study. 5. Continue to address rising health care expenses for the Portage County Health Plan. 6. Comprehensive review of policies/practices on talent recruitment and retention to attract, develop, and retain a highly skilled professional workforce. 7. Develop transition/succession plan for key staff roles 8. Continue to address recruitment and retention issues, that are impacting all employers, and minimize any negative impacts to Portage County. Statistics: 2024 2025 2026 Jan-June Total Number of jobs recruited 90 88 46 Number of applicants 3067 2792 1574 Number of employees hired 164 157 82 Number of total FMLA leave decisions made (includes new leave requests and extensions) 365 344 126 Number of employees with FMLA leaves 120 108 60 Wellness Incentive Program Active Employees 367 355 342 Number of on-site biometrics administered 218 217 202 Employee Assistance Program Utilization 13.59% 12.68% 21.54% Average employees on Portage County Health Plan 415 411 382 Page 14 of 15 Health Plan Budget Accomplishments – FY 2026 1. Implementation of Sword Thrive digital physical therapy, SWORD Bloom women’s pelvic health, and Lark Weight Management Health programs for Portage County health plan. 2. Reduction of proposed increase in health insurance premiums from 20% for two years to 12% for 2027. Departmental Issues & Initiatives for FY 2027 and Beyond 1. Replenish health plan reserves to target of 3-6 months of health plan expenses. 2. Maintain a financially sustainable self-funded health plan by aligning projected revenues with anticipated expenses to ensure long-term stability and cost predictability 3. Continuous review and implementation of health plan options and programs to reduce plan costs for employees and Portage County. Statistics Adequate reserves in the Health Insurance Fund should range from three to six months of expenses, or $2,920,259 to $5,840,519 based on estimated 2027 expenses. Net Assests (Reserve) Change TOTAL Budget Actual Budget Actual Budget Actual Net Assets (Reserves) 2010 8,310,544 8,625,138 8,310,544 7,611,258 1,013,881 6,900,155 2011 8,758,898 8,456,926 8,758,898 7,430,655 1,026,272 7,926,427 2012 8,669,718 8,977,235 8,669,718 10,596,284 (1,619,049) 6,307,378 2013 8,646,415 8,740,118 9,925,577 9,621,410 (1,279,162) (881,292) 5,426,086 2014 9,175,487 8,432,315 10,717,602 10,699,672 (1,542,115) (2,267,357) 3,158,729 2015 9,874,995 8,774,863 10,874,266 8,093,567 (999,271) 681,296 3,840,025 2016 10,084,024 9,402,417 10,084,024 7,403,804 - 1,998,613 5,838,638 2017 10,968,460 9,443,109 10,968,460 7,631,943 - 1,811,165 7,649,803 2018 8,002,684 8,775,980 8,002,684 7,505,795 - 1,270,186 8,919,989 2019 7,350,527 8,328,533 7,663,025 8,050,920 (312,498) 277,613 9,197,602 2020 7,971,709 8,591,732 9,185,001 9,087,124 (1,213,292) (495,392) 8,702,209 2021 9,419,126 9,059,058 9,537,126 8,926,906 (118,000) 132,153 8,834,362 2022 8,612,643 8,303,964 9,961,324 8,549,617 (1,348,681) (245,653) 8,588,709 2023 8,916,426 9,094,953 10,601,123 11,261,376 (1,684,697) (2,166,423) 6,422,286 2024 9,022,420 9,530,050 11,981,832 11,851,996 (2,959,412) (2,321,946) 4,100,341 2025 10,170,000 10,520,103 12,294,782 10,713,054 (2,124,782) (192,951) 3,907,389 2026 11,195,330 11,167,976 27,354 2027 11,618,616 11,681,037 (62,421) Revenues Expenses Page 15 of 15