- Scottsdale Unified School District
- Finance
- Self-Insurance Trust Board
Self-Insurance Trust Board
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The Scottsdale Unified School District (SUSD) Governing Board established a revised Self-Insurance Trust (SIT) Board on May 14, 2019 pursuant to Arizona Revised Statutes (“A.R.S.”) §15-382 and §15-387. The SIT encompasses employee benefits, property/casualty and workers’ compensation insurance coverage.
How is the SIT Governed?
The SUSD Self-Insurance Trust is governed by individuals appointed by the SUSD Governing Board. There are a minimum of three members and, when an SUSD Governing Board member or employee serves as a trustee, there shall be a maximum of five members. In compliance with state law, the Scottsdale Unified School District places all self-insurance program funds in a trust fund that is administered by trustees. The Board of Trustees approves expenditures approved by the trust to various vendors for all aspects of the insurance program. These entities include, but are not limited to, Kairos Health Arizona for employee health insurance, The Alliance for workers’ compensation and the Arizona School/Risk Retention Trust for property/casualty insurance. The Trustees accept, hold, preserve, protect, invest, and make payments from the Trust Fund pursuant to the Trust Agreement and in the best interests of the Scottsdale Unified School District.
Interested in Serving on the Self-Insurance Trust Board?
Pursuant to ARS 15-382.C and the Board approved Self-Insurance Trust Document, the Governing Board may appoint at least five Trustees to administer the Self-Insurance Trust. No more than one Trustee may be a Governing Board member and no more than one may be a SUSD employee. The Self-Insurance Trust Board will be comprised of a Governing Board member, Administrator (individual appointed by the Board to oversee the day-to-day operations of the Trust), and three Trustees.
Meeting Schedule
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January 19, 2023 Self-Insurance Trust Board Meeting
The Self-Insurance Retention Trust Board will hold a Special Meeting on Thursday January 19 , 2023, at 4:00 pm.
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September 29, 2022 Self-Insurance Trust Board Meeting
The Self-Insurance Retention Trust Board will hold a Special Meeting on Thursday September 29, 2022, at 4:00 pm.
09-29-2022 Self-Insurance Trust Board Agenda NOTICE
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June 16, 2022 Self-Insurance Trust Board Meeting
The Self-Insurance Retention Trust Board will hold a Special Meeting on Thursday June 16, 2022, at 9:30 am.
06-16-2022 Self-Insurance Trust Board Agenda NOTICE
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March 31, 2022 Self-Insurance Trust Board Meeting
The Self-Insurance Retention Trust Board will hold a Special Meeting on Thursday March 31, 2022, at 3:00 pm.
03-31-2022 Self-Insurance Trust Board Agenda NOTICE
03-31-2022 Self-Insurance Trust Board Agenda
03-31-2022 Self-Insurance Trust Board Minutes
During the March 31, 2022 Self-Insurance Trust meeting, it came to our attention that Wells Fargo Medical Accounts handout had errors. Updated information will be presented at the next Self-Insurance Trust meeting on June 16, 2022.
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January 20, 2022 Self-Insurance Trust Board Meeting
The Self-Insurance Retention Trust Board will hold a Special Meeting on Thursday January 20, 2022, at 3:00 pm.
This meeting will be conducted ONLINE OR VIA TELEPHONE ONLY.
01-20-2022 Self-Insurance Trust Board Agenda NOTICE
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October 28, 2021 Self-Insurance Trust Board Meeting
The Self-Insurance Retention Trust Board will hold a Special Meeting on Thursday, October 28, 2021, at 3:00 pm.
This meeting will be conducted In-person with masks, online or via telephone.
10-28-2021 Self-Insurance Trust Board Agenda NOTICE
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June 17, 2021 Self-Insurance Trust Board Meeting
The Self Insurance Retention Trust Board will hold a Special Meeting on Thursday, June 17, 2021, at 3:00 pm.
This meeting will be conducted online and via telephone only.
06-17-2021 Self-Insurance Trust Agenda NOTICE
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March 25, 2021 Self-Insurance Trust Board Meeting
The Self Insurance Retention Trust Board will hold a Special Meeting on Thursday, March 25, 2021, at 3:00 pm.
This meeting will be conducted online and via telephone only.
03-25-2021 Self-Insurance Trust Board Agenda NOTICE
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January 21, 2021 Self-Insurance Trust Board Meeting
The Self Insurance Retention Trust Board will hold a Special Meeting on Thursday, January 21, 2021, at 3:00 pm, Ed Center, 7575 E. Main Street, Room Old Main, Scottsdale, AZ 85251
This meeting will be conducted online and via telephone only.
01-21-2021 Self-Insurance Trust Board Agenda NOTICE
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October 29, 2020 Self-Insurance Trust Board Meeting
The Self Insurance Retention Trust Board will hold a Special Meeting on Thursday, October 29, 2020, at 3:00 pm, Ed Center, 7575 E. Main Street, Room Old Main, Scottsdale, AZ 85251
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August 20, 2020 Self-Insurance Trust Board Meeting
The Self Insurance Retention Trust Board will hold a Special Meeting on Thursday, August 20, 2020, at 3:00 pm, Ed Center, 7575 E. Main Street, Room Old Main, Scottsdale, AZ 85251
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April 02, 2020 Self-Insurance Trust Board Meeting
The Self Insurance Retention Trust Board will hold a Special Meeting on Thursday, April 02, 2020, at 3:00 pm, Ed Center, 7575 E. Main Street, Room Old Main, Scottsdale, AZ 85251
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January 23, 2020 Self-Insurance Trust Board Meeting
The Self Insurance Retention Trust Board will hold a Special Meeting on Thursday, January 23, 2020, at 3:00 pm, Ed Center, 7575 E. Main Street, Room Old Main, Scottsdale, AZ 85251
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October 19, 2019 Self-Insurance Trust Board Meeting
the Self-Insurance Retention Trust Board will hold a Special Meeting on Thursday, October 31, 2019, at 3:00 pm, Ed Center, 7575 E. Main Street, Room Old Main, Scottsdale, AZ 85251.
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June 20, 2019 Self-Insurance Trust Board Meeting
The Self-Insurance Retention Trust Board will hold a Special Meeting on Thursday, June 20, 2019, at 3:00 pm, Ed Center, 7575 E. Main Street, Room Old Main, Scottsdale, AZ 85251.
FAQs
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What is the Arizona School Risk/Retention Trust?
The Arizona School Risk/Retention Trust is an outside organization that pools funds from multiple school districts throughout Arizona. Funds SUSD pays to the Arizona School Risk/Retention Trust are the District’s insurance payment for property/Casualty insurance. Worker’s compensation insurance is procured through the Alliance and employee benefits are procured through Kairos Health Arizona.
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What is the Difference Between SUSD’s Self Insurance Trust and the Arizona School Risk/Retention Trust?
The SUSD Self-Insurance Trust (SIT) oversees all Scottsdale Unified insurance programs and is an entity of the Scottsdale Unified School District. The SUSD SIT purchases certain types of insurance through other pooled insurance trusts. The Arizona School Risk/Retention Trust is its own separate entity leveraged by SUSD to help reduce the risk of self-insurance.
Contact Us
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Jill Olivas
Senior Executive Assistant
Finance Department
7575 E. Main Street
Scottsdale, AZ 85251
480-484-6147
Board Trustees
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Zach Lindsay
SUSD Governing Board Member
Shannon Crosier
Trust Board Administrator and SUSD Chief Financial Officer
Eloy Yndigoyen
Community MemberValerie Shannon
Community MemberMelinda Gulick
Trust Board Chairperson and Community Member