Medicaid Estate Recovery Collections. NATIONAL OVERVIEW OF ESTATE RECOVERY COLLECTIONS

09/01/2005

Over $361.7 million was collected by all states in 2004, an increase of 12.4% over 2002.2 This amount, while substantial, represents only a small percentage of the total Medicaid spending for nursing home services in 2004. Since nursing home spending is the program component that is the focus of Medicaid estate recovery, when analyzing and evaluating collection data, it may be more relevant to express collections as a percentage of Medicaid nursing home spending. As shown in the table below, estate recovery collections are dwarfed by the overall Medicaid spending for nursing homes -- $45,835.6 million in 2004.3 The percentage of Medicaid nursing home spending recovered in 2004 was 0.789%, an increase from 0.693% recovered in 2002.

Summary of National Collections
  FY 2002 FY 2003 FY 2004  Percent Change 
(2002-2004)
Estate Recovery Collections $321,725,993 $330,337,483 $361,766,396 12.4
Medicaid Nursing Home Spending  $46,439,880,813   $45,578,649,736   $45,835,646,786  -1.3%
Collections as % of Nursing Home Spending  0.693% 0.725% 0.789% 13.9%

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