Transcript Exhibit - The Henry J. Kaiser Family Foundation

Exhibit 1
Most Non-LIS Medicare Part D Enrollees Did Not Switch Plans
Voluntarily During an Open Enrollment Period, 2006-2010
Switched plans
Did not switch plans
12.6%
12.9%
12.1%
87.4%
87.1%
87.9%
PDP & MA-PD Enrollees
PDP Enrollees
MA-PD Enrollees
NOTES: LIS is Low-Income Subsidy. PDP is prescription drug plan. MA-PD is Medicare Advantage Prescription Drug Plan. Analysis
includes non-LIS Medicare Part D enrollees in a PDP or MA-PD in one or more annual enrollment period from 2006 to 2010;
estimates are averaged across four annual enrollment periods, 2006-2010. See Appendix 1 for full methodology.
SOURCE: Georgetown/NORC/Kaiser Family Foundation analysis of Medicare Beneficiary Summary Files and Plan Characteristics
Files, 2006-2010.
Exhibit 2
Switching Rates Among Non-LIS Part D Enrollees Were Similar
Across Four Annual Enrollment Periods and Different Plan Types
Switched plans
Did not switch plans
10.6% 11.3% 9.4%
13.1% 13.6% 12.3%
11.8% 12.9% 10.1%
15.0% 13.6% 16.8%
89.4% 88.7% 90.6%
86.9% 86.4% 87.7%
88.2% 87.1% 89.9%
85.0% 86.4% 83.2%
PDP &
MA-PD
PDP &
MA-PD
PDP &
MA-PD
PDP &
MA-PD
PDP
MA-PD
2006-2007
PDP
MA-PD
2007-2008
PDP
MA-PD
2008-2009
PDP
MA-PD
2009-2010
NOTES: LIS is Low-Income Subsidy. PDP is prescription drug plan. MA-PD is Medicare Advantage Prescription Drug Plan. See
Appendix 1 for full methodology.
SOURCE: Georgetown/NORC/Kaiser Family Foundation analysis of Medicare Beneficiary Summary Files and Plan Characteristics
Files, 2006-2010.
Exhibit 3
Among Non-LIS Part D Enrollees Continuously Enrolled in PDPs
From 2006 to 2010, 7 out of 10 Never Voluntarily Switched Plans
1 switch, 19.1%
2 switches
6.2%
Never switched
71.9%
3 switches
2.2%
Switched every
year
0.5%
NOTES: LIS is Low-Income Subsidy. PDP is prescription drug plan. Analysis includes non-LIS Medicare Part D enrollees in a PDP
continuously from 2006 to 2010 (n=313,418). See Appendix 1 for full methodology.
SOURCE: Georgetown/NORC/Kaiser Family Foundation analysis of Medicare Beneficiary Summary Files and Plan Characteristics
Files, 2006-2010.
Exhibit 4
Switching Rates In 2009-2010 Were Higher Among Non-LIS PDP
Enrollees Who Previously Switched Plans and Increased With the
Number of Prior Switches
45.9%
32.0%
16.7%
10.1%
Total PDP-to-PDP
switching rate
Share of
enrollees:
100%
6.7%
0
1
2
3
Number of Switches Prior to the 2009-2010 Enrollment Period
77.1%
16.7%
5.1%
1.1%
NOTES: LIS is Low-Income Subsidy. PDP is prescription drug plan. Analysis includes non-LIS Medicare Part D enrollees in a PDP
continuously from 2006 to 2010 (n=313,418). See Appendix 1 for full methodology.
SOURCE: Georgetown/NORC/Kaiser Family Foundation analysis of Medicare Beneficiary Summary Files and Plan Characteristics
Files, 2006-2010.
Exhibit 5
A Larger Share of Non-LIS PDP Enrollees Who Switched Plans Had Lower
Costs in Year 2 Than in Year 1, Compared to Non-Switchers, 2006-2010
At least 5% lower
Switchers
45.9%
At least 5% higher
46.4%
Premiums
Non-switchers
Switchers
77.9%
8.3%
47.3%
46.4%
Out-of-pocket
drug costs
Non-switchers
42.1%
50.7%
NOTES: LIS is Low-Income Subsidy. PDP is prescription drug plan. Analysis includes non-LIS Medicare Part D enrollees in a PDP in
one or more annual enrollment period from 2006 to 2010; excludes those who switched to a Medicare Advantage drug plan;
estimates are averaged across four annual enrollment periods, 2006-2010. See Appendix 1 for full methodology.
SOURCE: Georgetown/NORC/Kaiser Family Foundation analysis of Medicare Beneficiary Summary Files and Plan Characteristics
Files, 2006-2010.
Exhibit 6
Switching Rates Were Higher Among Non-LIS PDP Enrollees Facing
Larger Premium Increases, Compared to Other Enrollees, 2006-2010
28.4%
21.3%
10.5%
Total PDP-to-PDP
switching rate
7.8%
7.1%
Decrease
Increase of up to
$10 or no change
Increase of $10 to Increase of $20 or
$20
more
Change in Monthly PDP Premium From Year 1 to Year 2
Share of
enrollees
100%
13.0%
66.6%
16.6%
3.8%
NOTES: LIS is Low-Income Subsidy. PDP is prescription drug plan. Analysis includes non-LIS Medicare Part D enrollees in a PDP in
one or more annual enrollment period from 2006 to 2010; excludes those who switched to a Medicare Advantage drug plan;
estimates are averaged across four annual enrollment periods, 2006-2010. See Appendix 1 for full methodology.
SOURCE: Georgetown/NORC/Kaiser Family Foundation analysis of Medicare Beneficiary Summary Files and Plan Characteristics
Files, 2006-2010.
Exhibit 7
Switching Rates Were Higher Among Non-LIS PDP Enrollees Facing
a Higher Deductible, Compared to Other PDP Enrollees, 2009-2010
18.9%
10.7%
Total PDP-to-PDP
switching rate
Share of
enrollees
100%
10.0%
9.4%
Lower deductible
Same deductible
Higher deductible
Change in PDP Deductible From Year 1 to Year 2
3.6%
83.5%
12.7%
NOTES: LIS is Low-Income Subsidy. PDP is prescription drug plan. Analysis includes non-LIS Medicare Part D enrollees in a PDP in
the 2009-2010 annual enrollment period (n=438,006); excludes those who switched to a Medicare Advantage drug plan. See
Appendix 1 for full methodology.
SOURCE: Georgetown/NORC/Kaiser Family Foundation analysis of Medicare Beneficiary Summary Files and Plan Characteristics
Files, 2006-2010.
Exhibit 8
Switching Rates Were Higher Among Non-LIS PDP Enrollees Who Lost
Brand-Name Gap Coverage, Compared to Other Enrollees, 2006-2008
Total PDP-to-PDP switching rate
Plan dropped brand-name gap coverage
Plan made no change in gap coverage
50.3%
39.1%
11.5%
9.4%
6.9%
2006-2007
Share of
enrollees
100%
11.0%
5.0%
2007-2008
89.0%
100%
1.3%
97.8%
NOTES: LIS is Low-Income Subsidy. PDP is prescription drug plan. Analysis includes non-LIS Medicare Part D enrollees in a PDP in
one or more annual enrollment period from 2006 to 2008; excludes those in PDPs adding gap coverage and those who switched to
a Medicare Advantage drug plan. See Appendix 1 for full methodology.
SOURCE: Georgetown/NORC/Kaiser Family Foundation analysis of Medicare Beneficiary Summary Files and Plan Characteristics
Files, 2006-2010.