2025-04-24T10:10:01-05:00 2024-06-30 331498605 PLANTE & MORAN PLLC 8181 E TUFTS AVE SUITE 600 DENVER CO 80237 990 2023-07-01 453733823 COLORADO HEALTH BENEFIT EXCHANGE COLO 7204962530 4600 SOUTH ULSTER STREET 300 DENVER CO 80237 KEVIN PATTERSON CEO 7204962530 2025-04-04 1 0 RYAN C HARRIS P00614618 3037409400 2025-04-04 2023 2025-03-06 01:10:19Z CONNECT FOR HEALTH COLORADO KEVIN PATTERSON 4600 SOUTH ULSTER STREET NO 300 DENVER CO 80237 60286142 0 X WWW.CONNECTFORHEALTHCO.COM X UNINCORPORATED ASSOCIATION 2011 CO TO INCREASE ACCESS, AFFORDABILITY, AND CHOICE FOR INDIVIDUALS PURCHASING INSURANCE. 8 8 230 12 0 0 6889743 6785366 45067036 52733483 435833 628014 300 139279 52392912 60286142 0 0 0 0 20355800 25354821 0 0 9827 29708290 28636218 50064090 53991039 2328822 6295103 48762811 55485461 10026311 10453858 38736500 45031603 X THE MISSION OF CONNECT FOR HEALTH COLORADO IS TO INCREASE ACCESS, AFFORDABILITY, AND CHOICE FOR INDIVIDUALS AND SMALL EMPLOYERS PURCHASING HEALTH INSURANCE IN COLORADO. (SEE SCHEDULE O.) CONNECT FOR HEALTH COLORADO IS INTENDED TO REFLECT THE NEEDS OF OUR STATE, SEEK COLORADO-SPECIFIC SOLUTIONS, AND EXPLORE THE MAXIMUM NUMBER OF OPTIONS AVAILABLE TO THE STATE OF COLORADO IN MEETING THE GOALS OF ACCESS, AFFORDABILITY, AND CHOICE. 0 0 47405847 50602484 OVER 237,000 COLORADANS SIGNED UP FOR A HEALTH INSURANCE PLAN BY THE END OF THE OPEN ENROLLMENT PERIOD IN JANUARY 2024 AND 77 PERCENT OF THEM RECEIVED FINANCIAL HELP TO LOWER COSTS. THIS REPRESENTED AN 18 PERCENT INCREASE OVER THE PRIOR OPEN ENROLLMENT PERIOD. THE MARKETPLACE ENDED THE FISCAL YEAR WITH OVER 280,000 PEOPLE UTILIZING SERVICES IN THE SELECTION OF A 2024 HEALTH INSURANCE PLAN. (CONTINUED ON SCHEDULE O.)SIGNIFICANT PROGRAM ACHIEVEMENTS IN FY2024 INCLUDED:*ENHANCED MAJOR PORTIONS OF OUR APPLICATION AND SHOPPING PORTALS TO PROVIDE A STREAMLINED EXPERIENCE FOR CUSTOMERS.*FURTHER MODERNIZED AND IMPROVED OURELIGIBILITY TECHNOLOGY. *LAUNCHED AN INTERNAL USER RESEARCH AND TESTING TEAM TO GATHER FEEDBACK DIRECTLY FROM CUSTOMERS AND INFORM CHANGES TO OUR TOOLS.*STRENGTHENED AND EXPANDED OUR OUTREACH, BROKER, AND ASSISTER NETWORK, PARTICULARLY IN RURAL AREAS. *COLLABORATED WITH THE DEPARTMENT OF HEALTH CARE POLICY & FINANCING, REGIONAL ACCOUNTABLE ENTITIES (RAES), COUNTIES, AND OTHER PARTNERS TO HELP AS MANY PEOPLE LOSING HEALTH FIRST COLORADO (COLORADO'S MEDICAID PROGRAM) OR CHILD HEALTH PLAN PLUS (CHP+) TRANSITION TO THE MARKETPLACE AS APPROPRIATE.*ENHANCED DATA MANAGEMENT AND QUALITY.*IMPLEMENTED ROBUST PERFORMANCE MONITORING AND TESTING, AND IMPROVED ISSUER DATA EXCHANGE. 47405847 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 23 0 1 230 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 X BRIAN BRAUN CFO 7204962530 4600 SOUTH ULSTER STREET NO 300 DENVER CO 80237 CHRISTY BLAKELY DIRECTOR 3.00 X 0 0 0 PATRICK GORDON DIRECTOR 3.00 X 0 0 0 ANNIE LEE VICE-CHAIR 3.00 X X 0 0 0 LOREZ MEINHOLD TREASURER 3.00 X X 0 0 0 DICK THOMPSON BOARD CHAIR 5.00 X X 0 0 0 MARA BAER BOARD CHAIR-ELECT 3.00 X X 0 0 0 ADAM FOX DIRECTOR 3.00 X 0 0 0 ROBERT RUIZ-MOSS DIRECTOR 3.00 X 0 0 0 KEVIN PATTERSON CHIEF EXECUTIVE OFFICER 41.10 X 363010 0 45259 BRIAN BRAUN CHIEF FINANCIAL OFFICER 45.40 X 277609 0 67207 KELLY GUTHNER CHIEF INNOVATION OFFICER 44.60 X 281931 0 54956 ALAN SCHMITZ GENERAL COUNSEL/COMPLIANCE 42.20 X 242395 0 58131 KATHERINE DAVIES SENIOR DIRECTOR OF PRODUCT 42.50 X 201987 0 39263 WILLIAM SCHWARTZ DIRECTOR OF SOFTWARE DEVEL 41.30 X 177194 0 46981 RENATA ROBINSON CHIEF HUMAN RESOURCES AND TRAINING OFFICER 45.00 X 274530 0 44654 JUSTIN BRANDON SENIOR DIRECTOR OF CUSTOMER AND ISSUER OPERATIONS 45.00 X 185400 0 47548 2004056 0 403999 62 0 1 0 CGI 12907 COLLECTIONS CENTER DR CHICAGO IL 60693 TECHNOLOGY DEVELOPMENT 8009682 HIRE CONNECTIONS 7853 E ARAPAHOE CT 1000 CENTENNIAL CO 80112 CUSTOMER SERVICE 2759826 QUANTA INTELLIGENCE 3800 BUCHTEL BOULEVARD 100037 DENVER CO 80250 TECH AND BUSINESS INTELLIGENCE 750893 TEKSYSTEMS PO BOX 198568 ATLANTA GA 30384 CUSTOMER SERVICE 343452 TTEC GOVERNMENT SOLUTIONS PO BOX 7411042 CHICAGO IL 60674 TECHNOLOGY DEVELOPMENT 301852 12 6785366 6785366 CARRIER FEE REVENUE 900099 45791507 45791507 PROGRAM REVENUE 900099 4671698 4671698 MANAGEMENT FEES 900099 2270278 2270278 52733483 600356 600356 27658 0 27658 27658 27658 OTHER INCOME 900099 139279 139279 139279 60286142 50602484 0 2898292 995167 576285 411749 7133 17407982 14310666 3097316 1724069 1394660 328741 668 3580664 2896524 682752 1388 1646939 1332267 314034 638 10363 10363 559207 84492 474715 403475 66669 336806 143224 22745 120479 565133 435757 129376 104644 17652 86992 22217 13175 9042 4282735 4201699 81036 92942 92942 TECHNOLOGY DEVELOPMENT 10797785 10795815 1970 MARKETING AND OUTREACH 6094299 6091799 2500 CUSTOMER SERVICE DEVELO 4819197 4819197 MISCELLANEOUS EXPENSES 642382 294174 348208 98615 52271 46344 53991039 47405847 6575365 9827 1034989 2695077 2108774 4463047 9563634 14953395 999528 1155084 62859427 44330208 18550932 18529219 11778364 10340807 -200420 -172762 1596259 336859 3330751 3184735 48762811 55485461 6049154 7910375 3977157 2543483 10026311 10453858 X 20495191 26696089 18241309 18335514 38736500 45031603 48762811 55485461 6295103 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 205649 205649 1325303 1176913 148390 61328475 43153295 18175180 18529219 SECURITY DEPOSITS 27381 INTERCOMPANY RECEIVABLE 1144434 LEASE RIGHT-OF-USE ASSETS 2012920 3184735 RIGHT-OF-USE LIABLITIY 1809090 SBITA LIABILITY 371840 DEFERRED RENT 362553 2543483 60170430 -115712 -115712 60286142 0 60286142 53875327 5829 5829 53869498 121541 121541 53991039 PART XI, LINE 2D - OTHER ADJUSTMENTS: RELATED PARTY REVENUES 5,829. INTEREST EXPENSE NETTED AGAINST REVENUE -121,541. PART XII, LINE 2D - OTHER ADJUSTMENTS: RELATED PARTY EXPENSES 5,829. PART XII, LINE 4B - OTHER ADJUSTMENTS: INTEREST EXPENSE NETTED AGAINST REVENUE 121,541. X X 0 0 0 0 0 0 0 1 0 KEVIN PATTERSON CHIEF EXECUTIVE OFFICER 327260 0 35750 0 0 0 20503 0 24756 0 408269 0 0 0 BRIAN BRAUN CHIEF FINANCIAL OFFICER 277609 0 0 0 0 0 27742 0 39465 0 344816 0 0 0 KELLY GUTHNER CHIEF INNOVATION OFFICER 281931 0 0 0 0 0 27884 0 27072 0 336887 0 0 0 RENATA ROBINSON CHIEF HUMAN RESOURCES AND TRAINING O 274530 0 0 0 0 0 16033 0 28621 0 319184 0 0 0 ALAN SCHMITZ GENERAL COUNSEL/COMPLIANCE 242395 0 0 0 0 0 24163 0 33968 0 300526 0 0 0 KATHERINE DAVIES SENIOR DIRECTOR OF PRODUCT 201987 0 0 0 0 0 20057 0 19206 0 241250 0 0 0 JUSTIN BRANDON SENIOR DIRECTOR OF CUSTOMER AND ISSU 185400 0 0 0 0 0 18540 0 29008 0 232948 0 0 0 WILLIAM SCHWARTZ DIRECTOR OF SOFTWARE DEVEL 177194 0 0 0 0 0 17624 0 29357 0 224175 0 0 0 PART I, LINE 7 THE BONUS THAT WAS PAID TO THE CEO WAS DETERMINED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 8B COMMITTEES DO NOT HAVE ANY DELEGATED AUTHORITY BY THE BOARD AND CAN ONLY DISCUSS AND MAKE RECOMMENDATIONS TO THE FULL BOARD FOR ADDITIONAL ACTION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY ALL MEMBERS OF THE FINANCE COMMITTEE AND MADE AVAILABLE TO THE ENTIRE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND EMPLOYEES COMPLETE CONFLICT OF INTEREST DECLARATIONS, WHICH ARE UPDATED ANNUALLY. THE COMPLETED CONFLICT OF INTEREST DECLARATIONS ARE THEN REVIEWED BY HUMAN RESOURCES AND THE EXECUTIVE TEAM TO DETERMINE IF THERE ARE ANY RISKS ASSOCIATED WITH ANY OF THE DISCLOSURES. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION FOR THE CEO AND KEY EMPLOYEES INCLUDED THE USE OF THIRD PARTY MARKET DATA FOR THE DENVER AREA FOR COMPARABLE ORGANIZATIONS, INCLUDING OTHER NON-PROFIT ORGANIZATIONS AND TECHNOLOGY ORGANIZATIONS, AS WELL AS EVALUATION OF SALARIES AT COMPARABLE ORGANIZATIONS (I.E. OTHER STATE-BASED EXCHANGES, HEALTH IT ORGANIZATIONS). COMPENSATION FOR THE CEO IS SET BY THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS CONTRACTED WITH AN EXECUTIVE COMPENSATION CONSULTANT IN 2023 TO PROVIDE INPUT AND ASSIST IN SETTING THE APPROPRIATE CEO/EXECUTIVE COMPENSATION LEVEL. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, BOARD POLICIES, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC VIA THE CONNECT FOR HEALTH COLORADO WEBSITE. CONNECT FOR HEALTH COLORADO COMPANY PBC 4600 S ULSTER STREET SUITE 300 DENVER CO 80237 854063842 MANAGEMENT SERVICES CO COLORADO HEALTH BENEFIT EXCHANGE C 27659 971673 1.00000 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 CONNECT FOR HEALTH COLORADO COMPANY PBC A 37913 FMV CONNECT FOR HEALTH COLORADO COMPANY PBC Q 2270278 FMV CONNECT FOR HEALTH COLORADO COMPANY PBC L 2270278 FMV