Add 2015-2020 Medicare Part A premiums and 2015-2023 Part A deductibles

changelog.d/medicare-part-a-history.fixed.md

@@ -0,0 +1 @@
+Add the 2015-2020 Medicare Part A premiums and the 2015-2023 and 2026 Part A inpatient hospital deductibles, which had used later years' amounts.

policyengine_us/parameters/gov/hhs/medicare/part_a/deductible.yaml

@@ -4,10 +4,42 @@ metadata:
   period: year
   label: Medicare Part A deductible
   reference:
+    - title: 42 U.S.C. § 1395e(b)(1)
+      href: https://www.law.cornell.edu/uscode/text/42/1395e#b_1
+    - title: CY 2015 Medicare inpatient hospital deductible and coinsurance amounts (79 FR 61309)
+      href: https://www.govinfo.gov/content/pkg/FR-2014-10-10/pdf/2014-24257.pdf#page=1
+    - title: CY 2016 Medicare inpatient hospital deductible and coinsurance amounts (80 FR 70808)
+      href: https://www.govinfo.gov/content/pkg/FR-2015-11-16/pdf/2015-29207.pdf#page=1
+    - title: CY 2017 Medicare inpatient hospital deductible and coinsurance amounts (81 FR 80060)
+      href: https://www.govinfo.gov/content/pkg/FR-2016-11-15/pdf/2016-27389.pdf#page=1
+    - title: CY 2018 Medicare inpatient hospital deductible and coinsurance amounts (82 FR 55367)
+      href: https://www.govinfo.gov/content/pkg/FR-2017-11-21/pdf/2017-24913.pdf#page=1
+    - title: CY 2019 Medicare inpatient hospital deductible and coinsurance amounts (83 FR 52459)
+      href: https://www.govinfo.gov/content/pkg/FR-2018-10-17/pdf/2018-22526.pdf#page=1
+    - title: CY 2020 Medicare inpatient hospital deductible and coinsurance amounts (84 FR 61619)
+      href: https://www.govinfo.gov/content/pkg/FR-2019-11-13/pdf/2019-24441.pdf#page=1
+    - title: CY 2021 Medicare inpatient hospital deductible and coinsurance amounts (85 FR 71916)
+      href: https://www.govinfo.gov/content/pkg/FR-2020-11-12/pdf/2020-25024.pdf#page=1
+    - title: CY 2022 Medicare inpatient hospital deductible and coinsurance amounts (86 FR 64217)
+      href: https://www.govinfo.gov/content/pkg/FR-2021-11-17/pdf/2021-25051.pdf#page=1
+    - title: CY 2023 Medicare inpatient hospital deductible and coinsurance amounts (87 FR 59094)
+      href: https://www.govinfo.gov/content/pkg/FR-2022-09-29/pdf/2022-21180.pdf#page=1
     - title: 2024 Medicare Parts A & B Premiums and Deductibles
       href: https://www.cms.gov/newsroom/fact-sheets/2024-medicare-parts-b-premiums-and-deductibles
     - title: 2025 Medicare Parts A & B Premiums and Deductibles
       href: https://www.cms.gov/newsroom/fact-sheets/2025-medicare-parts-b-premiums-and-deductibles
+    - title: 2026 Medicare Parts A & B Premiums and Deductibles
+      href: https://www.cms.gov/newsroom/fact-sheets/2026-medicare-parts-b-premiums-deductibles
 values:
+  2015-01-01: 1_260
+  2016-01-01: 1_288
+  2017-01-01: 1_316
+  2018-01-01: 1_340
+  2019-01-01: 1_364
+  2020-01-01: 1_408
+  2021-01-01: 1_484
+  2022-01-01: 1_556
+  2023-01-01: 1_600
   2024-01-01: 1_632
   2025-01-01: 1_676
+  2026-01-01: 1_736

policyengine_us/parameters/gov/hhs/medicare/part_a/full_premium.yaml

@@ -4,6 +4,20 @@ metadata:
   period: month
   label: Medicare Part A full premium
   reference:
+    - title: 42 U.S.C. § 1395i-2(d)
+      href: https://www.law.cornell.edu/uscode/text/42/1395i-2#d
+    - title: CY 2015 Medicare Part A premiums for the uninsured aged (79 FR 61312)
+      href: https://www.govinfo.gov/content/pkg/FR-2014-10-10/pdf/2014-24250.pdf#page=1
+    - title: CY 2016 Medicare Part A premiums for the uninsured aged (80 FR 70805)
+      href: https://www.govinfo.gov/content/pkg/FR-2015-11-16/pdf/2015-29176.pdf#page=1
+    - title: CY 2017 Medicare Part A premiums for the uninsured aged (81 FR 80071)
+      href: https://www.govinfo.gov/content/pkg/FR-2016-11-15/pdf/2016-27388.pdf#page=1
+    - title: CY 2018 Medicare Part A premiums for the uninsured aged (82 FR 55365)
+      href: https://www.govinfo.gov/content/pkg/FR-2017-11-21/pdf/2017-24912.pdf#page=1
+    - title: CY 2019 Medicare Part A premiums for the uninsured aged (83 FR 52455)
+      href: https://www.govinfo.gov/content/pkg/FR-2018-10-17/pdf/2018-22529.pdf#page=2
+    - title: CY 2020 Medicare Part A premiums for the uninsured aged (84 FR 61622)
+      href: https://www.govinfo.gov/content/pkg/FR-2019-11-13/pdf/2019-24439.pdf#page=1
     - title: 2021 Medicare Parts A & B Premiums and Deductibles
       href: https://www.cms.gov/newsroom/press-releases/2021-medicare-part-b-premiums-remain-steady
     - title: 2022 Medicare Parts A & B Premiums and Deductibles
@@ -17,6 +31,12 @@ metadata:
     - title: 2026 Medicare Parts A & B Premiums and Deductibles
       href: https://www.cms.gov/newsroom/fact-sheets/2026-medicare-parts-b-premiums-deductibles
 values:
+  2015-01-01: 407
+  2016-01-01: 411
+  2017-01-01: 413
+  2018-01-01: 422
+  2019-01-01: 437
+  2020-01-01: 458
   2021-01-01: 471
   2022-01-01: 499
   2023-01-01: 506

policyengine_us/parameters/gov/hhs/medicare/part_a/reduced_premium.yaml

@@ -4,6 +4,22 @@ metadata:
   period: month
   label: Medicare Part A reduced premium
   reference:
+    - title: 42 U.S.C. § 1395i-2(d)
+      href: https://www.law.cornell.edu/uscode/text/42/1395i-2#d
+    - title: CY 2015 Medicare Part A premiums for the uninsured aged (79 FR 61312)
+      href: https://www.govinfo.gov/content/pkg/FR-2014-10-10/pdf/2014-24250.pdf#page=1
+    - title: CY 2016 Medicare Part A premiums for the uninsured aged (80 FR 70805)
+      href: https://www.govinfo.gov/content/pkg/FR-2015-11-16/pdf/2015-29176.pdf#page=1
+    - title: CY 2017 Medicare Part A premiums for the uninsured aged (81 FR 80071)
+      href: https://www.govinfo.gov/content/pkg/FR-2016-11-15/pdf/2016-27388.pdf#page=1
+    - title: CY 2018 Medicare Part A premiums for the uninsured aged (82 FR 55365)
+      href: https://www.govinfo.gov/content/pkg/FR-2017-11-21/pdf/2017-24912.pdf#page=1
+    - title: CY 2019 Medicare Part A premiums for the uninsured aged (83 FR 52455)
+      href: https://www.govinfo.gov/content/pkg/FR-2018-10-17/pdf/2018-22529.pdf#page=2
+    - title: CY 2020 Medicare Part A premiums for the uninsured aged (84 FR 61622)
+      href: https://www.govinfo.gov/content/pkg/FR-2019-11-13/pdf/2019-24439.pdf#page=1
+    - title: CY 2021 Medicare Part A premiums for the uninsured aged (85 FR 71913)
+      href: https://www.govinfo.gov/content/pkg/FR-2020-11-12/pdf/2020-25028.pdf#page=1
     - title: 2022 Medicare Parts A & B Premiums and Deductibles
       href: https://www.cms.gov/newsroom/fact-sheets/2022-medicare-parts-b-premiums-deductibles-2022-medicare-part-d-income-related-monthly-adjustment
     - title: 2023 Medicare Parts A & B Premiums and Deductibles
@@ -15,6 +31,12 @@ metadata:
     - title: 2026 Medicare Parts A & B Premiums and Deductibles
       href: https://www.cms.gov/newsroom/fact-sheets/2026-medicare-parts-b-premiums-deductibles
 values:
+  2015-01-01: 224
+  2016-01-01: 226
+  2017-01-01: 227
+  2018-01-01: 232
+  2019-01-01: 240
+  2020-01-01: 252
   2021-01-01: 259
   2022-01-01: 274
   2023-01-01: 278

policyengine_us/tests/policy/baseline/gov/hhs/medicare/eligibility/base_part_a_premium.yaml

@@ -34,6 +34,116 @@
   output:
     base_part_a_premium: 0
 
+# Amounts for 2015-2020 come from each year's Federal Register Part A premium
+# notice.
+- name: 2015 Part A reduced premium for 30-39 quarters.
+  period: 2015
+  input:
+    age: 65
+    is_medicare_eligible: true
+    medicare_quarters_of_coverage: 35
+  output:
+    base_part_a_premium: 2_688  # $224 * 12 months
+
+- name: 2015 Part A full premium for fewer than 30 quarters.
+  period: 2015
+  input:
+    age: 65
+    is_medicare_eligible: true
+    medicare_quarters_of_coverage: 20
+  output:
+    base_part_a_premium: 4_884  # $407 * 12 months
+
+- name: 2016 Part A reduced premium for 30-39 quarters.
+  period: 2016
+  input:
+    age: 65
+    is_medicare_eligible: true
+    medicare_quarters_of_coverage: 35
+  output:
+    base_part_a_premium: 2_712  # $226 * 12 months
+
+- name: 2016 Part A full premium for fewer than 30 quarters.
+  period: 2016
+  input:
+    age: 65
+    is_medicare_eligible: true
+    medicare_quarters_of_coverage: 20
+  output:
+    base_part_a_premium: 4_932  # $411 * 12 months
+
+- name: 2017 Part A reduced premium for 30-39 quarters.
+  period: 2017
+  input:
+    age: 65
+    is_medicare_eligible: true
+    medicare_quarters_of_coverage: 35
+  output:
+    base_part_a_premium: 2_724  # $227 * 12 months
+
+- name: 2017 Part A full premium for fewer than 30 quarters.
+  period: 2017
+  input:
+    age: 65
+    is_medicare_eligible: true
+    medicare_quarters_of_coverage: 20
+  output:
+    base_part_a_premium: 4_956  # $413 * 12 months
+
+- name: 2018 Part A reduced premium for 30-39 quarters.
+  period: 2018
+  input:
+    age: 65
+    is_medicare_eligible: true
+    medicare_quarters_of_coverage: 35
+  output:
+    base_part_a_premium: 2_784  # $232 * 12 months
+
+- name: 2018 Part A full premium for fewer than 30 quarters.
+  period: 2018
+  input:
+    age: 65
+    is_medicare_eligible: true
+    medicare_quarters_of_coverage: 20
+  output:
+    base_part_a_premium: 5_064  # $422 * 12 months
+
+- name: 2019 Part A reduced premium for 30-39 quarters.
+  period: 2019
+  input:
+    age: 65
+    is_medicare_eligible: true
+    medicare_quarters_of_coverage: 35
+  output:
+    base_part_a_premium: 2_880  # $240 * 12 months
+
+- name: 2019 Part A full premium for fewer than 30 quarters.
+  period: 2019
+  input:
+    age: 65
+    is_medicare_eligible: true
+    medicare_quarters_of_coverage: 20
+  output:
+    base_part_a_premium: 5_244  # $437 * 12 months
+
+- name: 2020 Part A reduced premium for 30-39 quarters.
+  period: 2020
+  input:
+    age: 65
+    is_medicare_eligible: true
+    medicare_quarters_of_coverage: 35
+  output:
+    base_part_a_premium: 3_024  # $252 * 12 months
+
+- name: 2020 Part A full premium for fewer than 30 quarters.
+  period: 2020
+  input:
+    age: 65
+    is_medicare_eligible: true
+    medicare_quarters_of_coverage: 20
+  output:
+    base_part_a_premium: 5_496  # $458 * 12 months
+
 - name: unit test 5 - reduced premium in 2022
   period: 2022
   input:

policyengine_us/tests/policy/baseline/gov/hhs/medicare/test_part_a_cost_sharing_history.py

@@ -0,0 +1,77 @@
+"""Medicare Part A premiums and inpatient hospital deductible: an announced
+amount for every modeled year, rounded as the statute requires.
+
+CMS announces each calendar year's Part A premiums and inpatient hospital
+deductible in the Federal Register. CountryTaxBenefitSystem backdates each
+parameter's earliest value to FIRST_MODELED_YEAR, so a file whose values start
+after that year silently applies a later year's amount to earlier years. For
+each of the three parameter files:
+
+- the values take effect on January 1 of every year from FIRST_MODELED_YEAR
+  through the last announced year, with no gaps.
+
+For every announced year:
+
+- the full premium is a whole number of dollars (42 U.S.C. 1395i-2(d)(2));
+- the reduced premium, for 30 to 39 quarters of coverage, is the full premium
+  reduced by 45 percent (1395i-2(d)(4)(A)) and rounded to the nearest dollar,
+  half up. CMS reduces the rounded full premium: for 2022 the unrounded rate of
+  $499.29 would give $275, but the notice (86 FR 64214) sets $274, which is
+  55 percent of $499;
+- the deductible is a multiple of $4 (42 U.S.C. 1395e(b)(1)).
+
+The parameter files are read directly, since the loaded parameters already
+include the backdated values. The announced years are a small finite set, so
+each test checks all of them.
+"""
+
+from datetime import date
+from pathlib import Path
+
+import pytest
+import yaml
+
+import policyengine_us
+from policyengine_us.tools.parameters import FIRST_MODELED_YEAR
+
+PART_A = Path(policyengine_us.__file__).parent / "parameters/gov/hhs/medicare/part_a"
+FILES = ["full_premium", "reduced_premium", "deductible"]
+
+
+def announced(name):
+    """{year: amount} for each value dated in the parameter file."""
+    values = yaml.safe_load((PART_A / f"{name}.yaml").read_text())["values"]
+    assert all(instant == date(instant.year, 1, 1) for instant in values)
+    return {instant.year: amount for instant, amount in values.items()}
+
+
+FULL = announced("full_premium")
+REDUCED = announced("reduced_premium")
+DEDUCTIBLE = announced("deductible")
+
+
+@pytest.mark.parametrize("name", FILES)
+def test_every_modeled_year_has_an_announced_amount(name):
+    years = announced(name)
+    missing = set(range(FIRST_MODELED_YEAR, max(years) + 1)) - set(years)
+    assert not missing, f"{name} backdates a later amount to {sorted(missing)}"
+
+
+@pytest.mark.parametrize("year", sorted(FULL))
+def test_full_premium_is_whole_dollars(year):
+    assert float(FULL[year]).is_integer()
+
+
+def test_premiums_are_announced_for_the_same_years():
+    assert FULL.keys() == REDUCED.keys()
+
+
+@pytest.mark.parametrize("year", sorted(REDUCED))
+def test_reduced_premium_is_45_percent_off_the_full_premium(year):
+    # 55 percent of the full premium in cents, rounded half up to the dollar.
+    assert REDUCED[year] == (55 * int(FULL[year]) + 50) // 100
+
+
+@pytest.mark.parametrize("year", sorted(DEDUCTIBLE))
+def test_deductible_is_a_multiple_of_4(year):
+    assert DEDUCTIBLE[year] % 4 == 0