OSARC: The Organization of Staff Analysts' Retirees Club

The Organization of Staff Analysts' Retirees Club (OSARC) was formed in 1992, at a time when the union had roughly 75 retirees. OSARC began with five members and has grown, over the past 24 years, to more than 1600 dues-paying members. Each OSARC member pays $18-per-year in dues and an additional $2 at each monthly meeting they attend. OSARC meetings usually draw a regular attendance of between 50 and 60 members, though the May 2016 meeting drew more than 80. The two dollar per meeting donation is used to offset the cost per person of our annual Gala Luncheon, held in June.

Monthly meetings feature speakers of special interest to the membership on subjects from Social Security and medical issues/problems to financial planning and taxes. Trips are planned for small groups. OSARC has a monthly newsletter which is sent several times a year to all retirees and, the majority of months, only to those members who have paid their annual OSARC dues.

You can catch a glimpse of the March 2011 OSARC meeting (held on Wednesday, March 9th - Ash Wednesday) in this slide show of photos by OSA Director of Media Services Rob Spencer. The subject was computer security.

Celebrating OSARC's 20th Anniversary - June 13, 2012

The Organization of Staff Analysts' Retirees Club marked its 20th birthday on June 13, 2012 with a special June luncheon at Churrascaria Rodizio Plataforma in midtown. The luncheon drew more than 130 retirees and guests. The slideshow below, by OSA Director of Media Services Rob Spencer, assembled from photos he and OSARC member and activist Jean Anmuth have taken over the years was screened for those assembled. (The slide show does not have audio.):

OSARC Newsletter

To view OSARC newsletters sent to all retirees, click on the appropriate year on the menu to left. The newsletters from the year 2000 on are stored on this site as PDF files. To view and print these files, and the forms on this page, you will need Adobe Reader installed on your hard drive. You can download a copy of Adobe Reader from the Adobe site.

Join OSARC!

To view and print out a copy of the OSARC Membership Form click here. Please mail the completed form to OSARC, 220 East 23rd Street, Suite 707, New York, New York 10010.

OSA Retirement Information Form

To view and print out a copy of the OSA Retirement Information Form, click here.

City Health Benefits Program Retiree Health Benefits Frequently Asked Questions

To view and print out a copy of an FAQ document produced by the City's Health Benefits Program, click here.

Information on the City's Medicare Part B Reimbursements (Standard and Higher Income)
and the OSA Welfare Fund's Drug Rider Premium Reimbursements for Medicare-Eligible Retirees

There are two types of Medicare-related reimbursements that Medicare-eligible retirees receive each year.

The City's Basic Medicare Part B Reimbursement

The first type of reimbursement is for Medicare Part B, which covers doctors visits. This reimbursement is made by the City's Health Benefits Program and is automatic. Each month a premium is deducted from your Social Security check to cover Medicare Part B. The amount of that monthly Part B premium is either the "standard" premium (in 2017, a little over $100 a month) or a higher amount, if you are fortunate to have income above a set threshold for the year.

Part B premium reimbursement occurs because of union pressure on the City Council more than a decade ago. Reimbursement was initially won by the unions in 1966, but mayor after mayor from 1966 to 2001 said the City was too poor for full reimbursement of Part B premiums and paid back less than the full premium. Legislation was fought for by the unions and passed in 2001 which ever since has mandated the full premium reimbursement.

When you become Medicare-eligible and enroll in Part B, you should submit the form that you can download at the link below, along with a copy of your Medicare Card:

Medicare Part B Premium Reimbursement Form

Starting in 2016, the City announced that, for those who have automatic direct deposit of their pension payments into a bank account, the Part B reimbursement would likewise be made by direct deposit into that account and the deposit timeframe would be mid-June 2016 for 2015 reimbursements. In 2018, the deposit were made in April for 2017 Part B Premiums. Those without direct deposit receive a check.

For example, if you had $109 a month for Medicare Part B taken out of your Social Security check every month in 2017, in April of 2018 you should receive a check for $1,308 or a direct deposit into your bank account of that amount. If you do not receive the reimbursement, you should contact the City's Health Benefits Program at 40 Rector Street.The retiree phone number at OLR is (212) 513-0470 and the retiree fax is (212) 306-7756.

The City's Medicare Part B Reimbursement For Higher Income Retirees

When payments are made for the "standard monthly part B premium" for the prior year, the City issues a special form called the IRMAA form for those who have higher incomes and paid more than the standard Part B premium. Forms must be completed and submitted to the City's Health Benefits Program. The forms for 2012 - 2017 are available at the links below.

Payment is processed for the extra money paid and a check issued. Recently that has taken place in October of the year after payment, depending on when you file for the IRMAA reimbursement.

The City's Medicare Part B Differential Reimbursement

In addition to the standard Part B premium reimbursement and the IRMAA high income premium reimbursement, the City has instituted in 2016 and 2017 a reimbursement process for those Medicare enrollees who have received less in their standard Part B reimbursement than they actually had deducted from their Social Security payments. To determine if you are eligible for this differential reimbursement for either year, be sure to read the forms and the instruction letter (which was sent to retirees in April 2018). You can find a copy of the forms for 2016 and 2017 and the instruction letter lower down on this page, below the forms for IRMAA reimbursement. You must look at the total amount of Part B premiums reimbursed to you by direct deposit or check in April 2018 and compare that number to the amount of Part B Premiums on your 2017 SSA 1099 which you should have received in January or February of 2018. If the amount of the deductions is higher than the reimbursement you've received, you are likely eligible for the differential reimbursement and should complete and submit the form to OLR along with the proofs required.

Payment is processed for the extra money paid and a check issued. The City has indicated that, for 2017 differential payments, reimbursement is litkely in early 2019.

Medicare Part D Premiums for Higher Income Retirees

Starting in 2011, retirees with incomes above a set threshold pay a premium for Medicare Part D, which covers drugs. These higher income individuals see a deduction from their Social Security check each month for Part D premiums, in addition to the monthly deduction for Part B premiums. Unlike Part B, there is no reimbursement for the Part D premiums for higher income retirees.

The OSA Welfare Fund's Partial Drug Rider Reimbursement For Medicare Eligible Retirees

The second type of reimbursement is provided by the OSA Welfare Fund and represents a partial reimbursement of drug rider premiums for Medicare-eligible retirees. This reimbursement, which amounts to $50 per month for each covered member ($600 maximum a year) and their covered spouse/domestic partner (another $600 maximum per year) is issued in one of two ways.

If you are enrolled in GHI's Medicare plan, GHI Senior Care, the monthly cost of your Medicare Part D Enhanced drug rider is deducted from your pension check and is reduced by $50 a month for each covered individual. For example, the monthly premium for GHI Senior Care is presently $109.08 per month per person ($107 for the drug rider and $2.08 for hospitalization). OSA retirees in GHI Senior Care will only see $59.08 ($57 for the drug rider and $2.08 for hospitalization) deducted per month per person from their pension check. The OSA Welfare Fund's $50 subsidy is paid directly to the City. Since GHI enrollees receive the drug rider reduction of $50 on a monthly basis, they receive no additional payment in the following year.

Enrollees in all other Medicare Part D enhanced drug riders on other City health plans, such as HIP VIP Premier, do not have their drug rider premiums reduced during the year. Instead, the OSA Welfare Fund sends that member a lump sum check for the full prior year for themselves and any covered spouse/domestic partner, usually by April of the following year.

Frequently Asked Questions About Medicare Part B Higher Income Reimbursement

2017 Medicare Part B Higher Income Reimbursement Form

To view and print out a copy of the New York City Employee Benefits Program's form and instructions for reimbursement of higher Medicare Part B premiums paid by certain beneficiaries who earned beyond certain thresholds in 2017 click here. This form is to be filed by those Medicare beneficiaries who paid more than the standard Medicare Part B premiums in 2017. You must supply copies of specific documents including the 1099 form for 2017 you received from the Social Security Administration at the beginning of 2018. You can expect the additional reimbursement sometime in or after October 2018.

2016 Medicare Part B Higher Income Reimbursement Form

To view and print out a copy of the New York City Employee Benefits Program's form and instructions for reimbursement of higher Medicare Part B premiums paid by certain beneficiaries who earned beyond certain thresholds in 2016 click here. This form is to be filed by those Medicare beneficiaries who paid more than the standard Medicare Part B premiums in 2016. You must supply copies of specific documents including the 1099 form for 2016 you received from the Social Security Administration at the beginning of 2017. You can expect the additional reimbursement sometime in or after October 2017.

2015 Medicare Part B Higher Income Reimbursement Form

To view and print out a copy of the New York City Employee Benefits Program's form and instructions for reimbursement of higher Medicare Part B premiums paid by certain beneficiaries who earned beyond certain thresholds in 2015 click here. This form is to be filed by those Medicare beneficiaries who paid more than the standard Medicare Part B premiums in 2015. You must supply copies of specific documents including the 1099 form for 2015 you received from the Social Security Administration at the beginning of 2016. You can expect the additional reimbursement sometime in or after June 2017.

2014 Medicare Part B Higher Income Reimbursement Form

To view and print out a copy of the New York City Employee Benefits Program's form and instructions for reimbursement of higher Medicare Part B premiums paid by certain beneficiaries who earned beyond certain thresholds in 2014 click here. This form is to be filed by those Medicare beneficiaries who paid more than the standard Medicare Part B premiums in 2014. You must supply copies of specific documents including the 1099 form for 2014 you received from the Social Security Administration at the beginning of 2015. You can expect the additional reimbursement sometime in or afterJune 2016.

2013 Medicare Part B Higher Income Reimbursement Form

To view and print out a copy of the New York City Employee Benefits Program's form and instructions for reimbursement of higher Medicare Part B premiums paid by certain beneficiaries who earned beyond certain thresholds in 2013 click here. This form is to be filed by those Medicare beneficiaries who paid more than the standard Medicare Part B premiums in 2013. You must supply copies of specific documents including the 1099 form for 2013 you received from the Social Security Administration at the beginning of 2014. You can expect the additional reimbursement sometime in or after March 2015.

2012 Medicare Part B Higher Income Reimbursement Form

To view and print out a copy of the New York City Employee Benefits Program's form and instructions for reimbursement of higher Medicare Part B premiums paid by certain beneficiaries who earned beyond certain thresholds in 2012 click here. This form is to be filed by those Medicare beneficiaries who paid more than the standard Medicare Part B premiums in 2012. You must supply copies of specific documents including the 1099 form for 2012 you received from the Social Security Administration at the beginning of 2013. You can expect the additional reimbursement sometime in or after March 2014.

2017 Medicare Part B Differential Request Form

To view and print out a copy of the New York City Employee Benefits Program's form and instructions for reimbursement if you paid a monthly Part B premium in 2017 between $110 and $134 but only received the standard reimbursement for $109/month for 2017click here. Please read the information contained in the letter from OLR that you can read at this link. Both explain what proofs of payment you must submit. Note: If you are applying for IRMAA reimbursement, you do not have to submit this form. You will automatically receive a separate payment for the differential amount, in addition to the IRMAA reimbursement.You can expect the reimbursement in the first quarter of 2019

2016 Medicare Part B Differential Request Form

To view and print out a copy of the New York City Employee Benefits Program's form and instructions for reimbursement if you paid a monthly Part B premium in 2016 that exceeded your City reimbursementclick here. Note: If you are applying for IRMAA reimbursement for 2016, you do not have to submit this form. You will automatically receive a separate payment for the differential amount, in addition to the IRMAA reimbursement.


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