FAIR Medicare

Overpayments to Private Plans in Medicare
$4.7 Billion in 2005; $83 Billion 2004-2014

May 13, 2004


For years, private plans that serve people with Medicare have been paid more than it would cost to cover the same people under Original Medicare.1 Instead of addressing this problem and ensuring that limited Medicare dollars deliver maximum benefits for older and disabled Americans with Medicare, the legislation enacted in December 2003 gives away billions more to private plans. Overpayments to private plans enable them to make additional benefits available to their members. However, only people who live in areas served by a plan offering additional benefits and who determine the plan will best meet their needs will be helped. If the overpayments were invested in Original Medicare, which is available to all people with Medicare throughout the country, additional benefits could be provided more equitably.


1 U.S. General Accounting Office, “Medicare+Choice Withdrawals Indicate Difficulty of Providing Choice While Achieving Savings,” September 2000.
2 Overpayment rate based on Medicare Rights Center analysis of payments to private plans for aged beneficiaries in 2005. Raw payment data provided by the Centers for Medicare and Medicaid Services (CMS).
3 Overpayment amount determined by multiplying overpayment rate by CMS estimate of total expected payments to private plans for 2005.
4 Medicare Rights Center analysis of CMS data.
5 CMS, “Announcement of Calendar Year 2005 Medicare Advantage Payment Rates,” May 10, 2004
6 The 1997 Balanced Budget Act.
7 The Centers for Medicare and Medicaid Services (CMS), Office of the Actuary, January 14, 2004.
8 The CMS Office of the Actuary estimates that private plans will be paid a total of $88 billion in 2004 and 2005. Of that figure, $3 billion represents an overpayment for failing to adjust for the health of plan enrollees. The CMS actuary assumes that beginning in 2006, it will not redistribute plan overpayments based on their attracting healthier members among all plans. However, if it continues to redistribute this money to the plans, plans will be overpaid by an additional $34 billion from 2006 to 2014 (3.47 percent of the $972 billion in payments to plans between 2006 and 2014). If we assume that CMS is correct about the proportion of people with Medicare who will enroll in private plans, the total cost of overpayments to the plans from failing to adjust their payments for the health of their enrollees will be $37 billion, the sum of $3 and $34 billion. These overpayment figures are approximate, because we are assuming that the mix of healthy to unhealthy enrollees in private plans will not change over the period discussed. Office of the Actuary Medicare Part A and B Tables for FY 2005 President’s Budget, January 8 and January 5, 2004

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