Stock Markets January 26, 2026

Administration Proposes Nearly Flat Medicare Insurer Rates, Seeks Billing Reforms

CMS set to unveil a tiny average rate uptick for private Medicare plans and a proposal to curb a disputed billing practice

By Derek Hwang
Administration Proposes Nearly Flat Medicare Insurer Rates, Seeks Billing Reforms

The Trump administration has drafted a proposal that would increase Medicare payments to private insurers by an average of 0.09% next year while recommending the elimination of a lucrative industry billing practice. The Centers for Medicare and Medicaid Services (CMS) plans to announce the measure on Monday, and officials say the changes are intended to improve payment accuracy and simplify billing to bolster competition. The modest rate rise is estimated to be worth about $700 million to insurers operating Medicare Advantage plans.

Key Points

  • Administration proposes a nearly negligible average increase of 0.09% in Medicare payments to private insurers for next year.
  • CMS plans to recommend eliminating a lucrative industry billing practice that has raised concerns with government watchdogs, aiming to simplify billing and enhance competition.
  • Medicare Advantage plans are a major source of revenue for insurers; the proposed 0.09% increase is estimated to be worth about $700 million to the industry.

The Trump administration has proposed keeping Medicare payments to private insurers effectively flat next year, with an average rate increase of just 0.09%, according to a media report. The Centers for Medicare and Medicaid Services (CMS) is scheduled to make the proposal public on Monday.

In addition to the minimal average rate adjustment, the agency is expected to recommend eliminating a billing practice used by the industry that government watchdogs have criticized as lucrative. CMS officials say the dual goals of the measure are to improve payment accuracy and to ensure Medicare insurers receive appropriate reimbursement for the plans they administer.

Officials at the department that oversees CMS did not immediately respond to requests for comment on the proposal. A Medicare official, cited in the report, described the plan as an effort to simplify the existing billing system and to strengthen competition among plan operators.

Private Medicare plans, commonly known as Medicare Advantage, represent a significant line of business for health insurers. Federal decisions on payment rates are therefore a key component of those insurers' financial outlooks. The proposed 0.09% average increase in payments has been calculated at roughly $700 million in aggregate for the industry.

The package that CMS plans to present combines a near-zero average increase in rates with a regulatory change aimed at removing a billing technique viewed as particularly profitable by the industry. The report notes that the billing practice has attracted scrutiny from federal watchdogs, and that CMS intends to include its elimination as part of the proposal it will release.

CMS says the overall purpose of the proposed actions is to refine payment accuracy and to make billing processes less complex, which the agency believes will help foster greater competition among Medicare Advantage plan providers. How individual insurers will be affected will depend on their specific enrollment mixes and reliance on the disputed billing practice. The modest rate change and the policy tweak together form the core of the administration's approach to next year's Medicare insurer payments.

Risks

  • Potential revenue impact for insurers if the proposed elimination of a lucrative billing practice reduces their net receipts - this primarily affects the health insurance sector and Medicare Advantage plan providers.
  • Uncertainty around regulatory detail and timing, since the department overseeing CMS had not provided immediate comment on the proposal - this creates near-term ambiguity for insurers and market participants.
  • Modest overall rate change may leave some insurers' financial outlooks sensitive to enrollment and billing mix shifts, affecting the broader healthcare insurer sector.

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