3% Information For Current Employees

Current employees must print, complete and return the following form by FEBRUARY 23, 2018 if they wish to make contributions from the 3% Refund to their Health Savings Account (HSA) or 403b and/or 457 retirement account.

ORS - HSA Refund Election Form
ORS - 403(b)/457(b) Election Form

  February 9, 2018

Great news…. We have received guidance regarding the PA 75 3% ORS Health Care Contribution Refund. I have outlined below who is eligible for a refund and how and when the refund will be issued. **Please read the entire email**

We have grouped individuals, who we were informed should receive a refund from Lapeer Community Schools, into three distinct groups for purposes of refund checks.

  Group A – Current active LCS employees

                        Group B – Previous/Retired LCS employees

                        Group C – Deceased LCS former staff

Each groups’ checks will be processed and distributed separately since each are handled slightly differently for taxation and payroll processing purposes.

We will be providing further communications to each group next week. All Group A (current employees) will receive an email via LCS email addresses with specific refund amount information and directions. All Group B (former employees) and Group C (deceased) that have a valid email address on file will receive an email with your specific refund amount information in the very near future. 

ORS 3% Health Care Contribution Refund Lapeer FAQ 

  1. How do I know if I have a refund coming? 
  2. If you had reportable wages between July 1, 2010 and September 4, 2012, the 3% healthcare contribution during that period will be refunded.  You will be receiving an individual communication from LCS outlining your specific refund information in the next week or so.  If you were not an employee of Lapeer Community Schools during this timeframe or have received this email in error, there is no need to read any further.

  3. When will I receive my refund?
  4. This will depend on which Group you fall into and the date you return the required forms.  You will receive a letter specific to your refund in the very near future that will outline a schedule of payment dates and deadlines to submit the required forms.

  5. How will I receive my refund?
  6. All refunds for each Group will be in check form, via a separate payroll. 

  7. Will my refund be taxed?
  8. Yes.  The refund will be partially taxed. Your individualized specific refund information that will come next week will have your taxable and non-taxable portions outlined.  Lapeer Community Schools did subject the first (9) pays to taxes (federal and state). The remaining 48 pays were not subject to tax (federal or state) withholdings; therefore, when refunding your money, a portion of the Base Refund will be subject to taxes being withheld.

  9. Do I have to receive my entire refund via check less taxes withheld or can I make contributions to a retirement account or Health Savings Account?
  10. All current employees will have the opportunity to elect deferrals to either a 403(b) or a 457(b) one-time election for purposes of the 3% refund only.  Additionally, they will be able to also elect an extra one-time H.S.A. deduction if they qualify.

    All former employees will be required to receive their refund via a check with the appropriate tax withholdings. We are not allowing any contributions into a retirement account or Health Savings Account for former employees. 


  11. What should I expect next?
  12. You will receive an email in the very near future with your specific refund amount.  Please read it carefully for next steps and timelines.

Please direct any additional questions that are not addressed above to Erin Miracle in the Payroll department. Thank you for your patience during the process of developing a plan to administer your refund.