HEALTH PARTNERS PLANS INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: HEALTH PARTNERS PLANS INC (EIN 23-2379751)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-11-08
IRS object ID: 202403139349303295
Schema version: 2023v5.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule D
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-11-08T14:44:35-06:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	WithumSmithBrown PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1835 MARKET STREET STE 1710	AddressLine1Txt
City	PHILADELPHIA	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19103	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	232379751	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	HEALTH PARTNERS PLANS INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% EUGENE T DIEBOLD	InCareOfNm
Business Name Control	HEAL	BusinessNameControlTxt
Phone	2159914180	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1101 Market Street Suite 3000	AddressLine1Txt
City	PHILADELPHIA	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19107	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	kevin clancy	PersonNm
Person Title	CFO	PersonTitleTxt
Phone	2158499606	PhoneNum
Signature	2024-11-04	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Scott J Mariani	PreparerPersonNm
PTIN	P00642486	PTIN
Phone	2155462140	PhoneNum

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2024-10-15 13:58:12Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Address Change	Yes (X)	AddressChangeInd

Doing Business As Name DoingBusinessAsName

Field	Value	IRS element (for citing)
Business Name Line1	JEFFERSON HEALTH PLANS	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Principal Officer	DENISE M NAPIER	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1101 Market Street Ste 3000	AddressLine1Txt
City	PHILADELPHIA	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19107	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$2,534,117,902	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c	Yes (X)	Organization501cInd
Website Address	www.jeffersonhealthplans.com	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1987	FormationYr
Legal Domicile State	PA	LegalDomicileStateCd
Activity Or Mission	LICENSED HMO COMMITTED TO BUILDING HEALTHIER LIVES AND STRONGER COMMUNITIES.	ActivityOrMissionDesc
Voting Members Governing Body	7	VotingMembersGoverningBodyCnt
Voting Members Independent	3	VotingMembersIndependentCnt
Total Employee	1068	TotalEmployeeCnt
Total Volunteers	0	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$0	PYContributionsGrantsAmt
CY Contributions Grants	$0	CYContributionsGrantsAmt
PY Program Service Revenue	$2,139,236,700	PYProgramServiceRevenueAmt
CY Program Service Revenue	$2,511,446,566	CYProgramServiceRevenueAmt
PY Investment Income	$7,436,479	PYInvestmentIncomeAmt
CY Investment Income	$22,476,121	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$2,146,673,179	PYTotalRevenueAmt
CY Total Revenue	$2,533,922,687	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$99,882,281	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$111,390,471	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$2,007,084,461	PYOtherExpensesAmt
CY Other Expenses	$2,375,356,890	CYOtherExpensesAmt
PY Total Expenses	$2,106,966,742	PYTotalExpensesAmt
CY Total Expenses	$2,486,747,361	CYTotalExpensesAmt
PY Revenues Less Expenses	$39,706,437	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$47,175,326	CYRevenuesLessExpensesAmt
Total Assets BOY	$782,878,996	TotalAssetsBOYAmt
Total Assets EOY	$812,680,598	TotalAssetsEOYAmt
Total Liabilities BOY	$521,696,123	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$498,444,019	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$261,182,873	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$314,236,579	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	TO BUILD HEALTHIER LIVES AND STRONGER COMMUNITIES. HEALTH PARTNERS PLANS IS AN AWARD-WINNING, NOT-FOR-PROFIT HEALTH MAINTENANCE ORGANIZATION SERVING PENNSYLVANIA RESIDENTS. FOR ADDITIONAL INFORMATION PLEASE REFER TO SCHEDULE O.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$1,767,163,081	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$2,234,199,000	RevenueAmt
Desc	HEALTH PARTNERS IS OUR MEDICAID PLAN THAT SERVES PENNSYLVANIANS WITH LOW OR NO INCOME. WHILE WE COVER DOCTOR VISITS, PRESCRIPTIONS, IMMUNIZATIONS, EYE EXAMS AND HOSPITALIZATIONS, WE ALSO PROMOTE HEALTH AND WELLNESS WITH EXTRA BENEFITS. PLEASE REFER TO SCHEDULE O FOR ADDITIONAL INFORMATION.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$225,726,340	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$259,492,454	RevenueAmt
Desc	HEALTH PARTNERS MEDICARE OFFERS THREE MEDICARE ADVANTAGE PLANS ALL DESIGNED TO MEET YOUR UNIQUE HEALTHCARE NEEDS. OUR MEDICARE ADVANTAGE PLANS PROVIDE MORE BENEFITS THAN ORIGINAL MEDICARE WITH NO OR LOW MONTHLY PLAN PREMIUMS. PLEASE REFER TO SCHEDULE O FOR ADDITIONAL INFORMATION.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$15,292,080	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$17,755,112	RevenueAmt
Desc	THE CHILDREN'S HEALTH INSURANCE PROGRAM (CHIP), BROUGHT TO YOU BY KIDZPARTNERS, PROVIDES PENNSYLVANIA CHILDREN (UP TO AGE 19) WITH FREE OR LOW-COST HEALTH COVERAGE, DEPENDING ON FAMILY SIZE AND INCOME. PLEASE REFER TO SCHEDULE O FOR ADDITIONAL INFORMATION.	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$0	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$0	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$0	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$2,008,181,501	TotalProgramServiceExpensesAmt
Described In Section501c3	false	DescribedInSection501c3Ind
Schedule B Required	false	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	false	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	false	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (true)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	false	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	Yes (true)	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (true)	TransactionWithControlEntInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
Info In Schedule O Part V	Yes (X)	InfoInScheduleOPartVInd
IRP Document	722	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	1068	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	Yes (true)	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	7	GoverningBodyVotingMembersCnt
Independent Voting Member	3	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (true)	MembersOrStockholdersInd
Election Of Board Members	Yes (true)	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	EUGENE T DIEBOLD	PersonNm
Phone	2159914249	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1101 MARKET STREET SUITE 3000	AddressLine1Txt
City	PHILADELPHIA	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19107	ZIPCd

Field	Value	IRS element (for citing)
Info In Schedule O Part VII	Yes (X)	InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Key EmployeeKeyEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Denise M Napier RN
President & CEO	40.0	0.0	Yes (X)	$1,299,311	$0	$139,163
Joseph T Brand
COO & SVP NEW BUS (TERM 7/23)	40.0	0.0	Yes (X)	$868,942	$0	$42,314
Kevin Clancy
SVP & CFO	40.0	0.0	Yes (X)	$658,126	$0	$83,321
Christopher McTiernan
CHIEF OPERATING OFF (EFF 7/23)	40.0	0.0	Yes (X)	$597,316	$0	$60,104
Katherine A Behan MD
Director (TERM 2/23)	55.0	0.0		$0	$603,523	$17,402	Yes (X)
Anna Flattau MD
Director	55.0	0.0		$0	$560,673	$13,212	Yes (X)
Johnna W Baker Esq
Chief Legal Officer	40.0	0.0		$481,140	$0	$70,437		Yes (X)
Carol Potts
SVP HEALTH CARE DATA ANALYTICS	40.0	0.0		$500,413	$0	$49,152		Yes (X)
Daniel Paquin
CSO & CTO (TERM 7/23)	40.0	0.0		$475,016	$0	$42,281		Yes (X)
Catherine Bird
CHIEF ADMIN. & DIVERSITY OFF.	40.0	0.0		$437,180	$0	$68,483			Yes (X)
Kearline Jones LLD
VP GOVT AFFAIRS&STATE PROG MGR	40.0	0.0		$437,932	$0	$46,303		Yes (X)
Eugene T Diebold
VP Finance	40.0	0.0		$399,739	$0	$43,672		Yes (X)
Ramesh J Vangala
Former Key Employee	40.0	0.0		$269,394	$0	$19,606				Yes (X)
Clarence Armbrister
Director	5.0	0.0		$13,213	$0	$0	Yes (X)
Loree D Jones
Vice Chair - Director	5.0	0.0	Yes (X)	$12,300	$0	$0	Yes (X)
Cynthia Figueroa
Director	5.0	0.0		$9,800	$0	$0	Yes (X)
Joseph G Cacchione MD
Chair - Director	60.0	0.0	Yes (X)	$0	$0	$0	Yes (X)
John Mordach
Treasurer-Director (EFF 6/23)	55.0	0.0	Yes (X)	$0	$0	$0	Yes (X)
Baligh Yehia MD
Director	55.0	0.0		$0	$0	$0	Yes (X)
Michael B Walsh
Treasurer-Director (TERM 6/23)	55.0	0.0	Yes (X)	$0	$0	$0	Yes (X)
Kenneth D Levitan
Director (TERM 2/23)	55.0	0.0		$0	$0	$0	Yes (X)
CRISTINA G CAVALIERI ESQ
SECRETARY	60.0	0.0	Yes (X)	$0	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$6,459,822	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$1,164,196	TotReportableCompRltdOrgAmt
Total Other Compensation	$695,450	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	264	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (true)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
UST HEALTHPROOF INC
5 Polaris Way	ALISO VIEJO	CA	92656	CORE SYS DEVELOPMENT	$7,316,250
INOVALON INC
4321 Collington Road	BOWIE	MD	20716	IN HOME VISITS	$4,370,865
HARMELIN AND ASSOCIATES INC
525 Righters Ferry ROAD	BALA CYNWYD	PA	19004	ADVERTISING	$3,404,262
HEALTH MANAGEMENT SYSTEMS INC
PO BOX 27151	NEW YORK	NY	10087	CLAIMS RECOVERIES	$3,003,798
CHANGE HEALTHCARE LLC
21987 NETWORK PLACE	CHICAGO	IL	606731219	CLAIMS CLEARINGHOUSE	$2,411,549

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	69	CntrctRcvdGreaterThan100KCnt
Total Contributions	$0	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MEDICAID	524114	$1,959,143,007	$1,959,143,007
MEDICAID & CHIP PREMIUM NON-RISK	524114	$277,721,327	$277,721,327
MEDICARE	524114	$259,492,454	$259,492,454
CHIP	524114	$15,089,778	$15,089,778

Field	Value	IRS element (for citing)
Total Program Service Revenue	$2,511,446,566	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$22,671,336	TotalRevenueColumnAmt
Exclusion	$22,671,336	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$195,215	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	-$195,215	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$195,215	TotalRevenueColumnAmt
Exclusion	-$195,215	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$0	FundraisingGrossIncomeAmt
Fundraising Direct Expenses	$0	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Gaming Gross Income	$0	GamingGrossIncomeAmt
Gaming Direct Expenses	$0	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$0	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$0	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$0	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,533,922,687	TotalRevenueColumnAmt
Related Or Exempt Func Income	$2,511,446,566	RelatedOrExemptFuncIncomeAmt
Exclusion	$22,476,121	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$4,289,573	TotalAmt
Management And General	$4,289,573	ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$86,047,326	TotalAmt
Management And General	$86,047,326	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$5,018,129	TotalAmt
Management And General	$5,018,129	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$9,447,916	TotalAmt
Management And General	$9,447,916	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$6,587,527	TotalAmt
Management And General	$6,587,527	ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$91,397	TotalAmt
Management And General	$91,397	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$683,375	TotalAmt
Management And General	$683,375	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$91,615	TotalAmt
Management And General	$91,615	ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$313,000	TotalAmt
Management And General	$313,000	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$33,297,832	TotalAmt
Management And General	$33,297,832	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$7,001,306	TotalAmt
Management And General	$7,001,306	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$4,637,502	TotalAmt
Management And General	$4,637,502	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$10,829,650	TotalAmt
Management And General	$10,829,650	ManagementAndGeneralAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$6,867,294	TotalAmt
Management And General	$6,867,294	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$254,399	TotalAmt
Management And General	$254,399	ManagementAndGeneralAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$42,176	TotalAmt
Management And General	$42,176	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$837,948	TotalAmt
Management And General	$837,948	ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$7,453,286	TotalAmt
Management And General	$7,453,286	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$1,291,981	TotalAmt
Management And General	$1,291,981	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
MEDICAL SERVICES	$2,008,181,501	$2,008,181,501
DHS ASSESSMENT	$277,721,327		$277,721,327
REINSURANCE PREMIUMS	$9,475,157		$9,475,157
MEDICARE SELLING EXPENSE	$2,420,556		$2,420,556

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$3,865,588	TotalAmt
Management And General	$3,865,588	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,486,747,361	TotalAmt
Program Services	$2,008,181,501	ProgramServicesAmt
Management And General	$478,565,860	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$3,981	BOYAmt
EOY	$100	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$389,068,211	BOYAmt
EOY	$393,714,739	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$192,256,113	BOYAmt
EOY	$209,117,341	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$5,973,651	BOYAmt
EOY	$5,513,821	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$102,237,754	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$74,323,824	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$31,780,070	BOYAmt
EOY	$27,913,930	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$128,885,537	BOYAmt
EOY	$140,914,714	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$34,911,433	BOYAmt
EOY	$35,505,953	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$782,878,996	BOYAmt
EOY	$812,680,598	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$422,804,864	BOYAmt
EOY	$373,838,643	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$98,891,259	BOYAmt
EOY	$124,605,376	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$521,696,123	BOYAmt
EOY	$498,444,019	EOYAmt

Field	Value	IRS element (for citing)
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

Field	Value	IRS element (for citing)
BOY	$14,591,883	BOYAmt
EOY	$14,591,883	EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

Field	Value	IRS element (for citing)
BOY	$246,590,990	BOYAmt
EOY	$299,644,696	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$261,182,873	BOYAmt
EOY	$314,236,579	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$782,878,996	BOYAmt
EOY	$812,680,598	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$47,175,326	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$5,878,380	NetUnrlzdGainsLossesInvstAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consol And Sep Basis Fincl Stmt	Yes (X)	ConsolAndSepBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	Yes (true)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (true)	FederalGrantAuditPerformedInd

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Art Public Exhibition Amounts		ArtPublicExhibitionAmountsGrp
Held Works Art		HeldWorksArtGrp
CY Minus3 Yr Endwmt Fund		CYMinus3YrEndwmtFundGrp
CY Minus4 Yr Endwmt Fund		CYMinus4YrEndwmtFundGrp
Land		LandGrp

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$0	OtherCostOrOtherBasisAmt
Depreciation	$0	DepreciationAmt
Book Value	$0	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$8,112,743	OtherCostOrOtherBasisAmt
Depreciation	$5,595,024	DepreciationAmt
Book Value	$2,517,719	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$51,563,594	OtherCostOrOtherBasisAmt
Depreciation	$26,181,412	DepreciationAmt
Book Value	$25,382,182	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$0	InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis	$42,561,417	OtherCostOrOtherBasisAmt
Depreciation	$42,547,388	DepreciationAmt
Book Value	$14,029	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$27,913,930	TotalBookValueLandBuildingsAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDesc	AmtAmt
DUE TO AFFILIATES	$97,281,870
SURPLUS NOTES	$20,251,801
DEFERRED RENT LIABILITY	$1,383,021
DUE TO THIRD PARTY PAYORS	$5,688,684

Field	Value	IRS element (for citing)
Total Liability	$124,605,376	TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt	$2,530,012,910	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$5,878,380	NetUnrealizedGainsInvstAmt
Revenue Not Reported	$5,878,380	RevenueNotReportedAmt
Revenue Subtotal	$2,524,134,530	RevenueSubtotalAmt
Investment Expenses Not Incld	$313,000	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	$9,475,157	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$9,788,157	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$2,533,922,687	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$2,476,959,204	TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal	$2,476,959,204	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$313,000	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	$9,475,157	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$9,788,157	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$2,486,747,361	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE D, PART XI AND PART XII	PLEASE NOTE, THE ORGANIZATION'S 2023 AUDITED FINANCIAL STATEMENTS ARE ON THE STATUTORY BASIS. THE RECONCILIATIONS INCLUDED IN SCHEDULE D, PART XI AND PART XII WERE PERFORMED ON THE GENERALLY ACCEPTED ACCOUNTING PRINCPLES ("GAAP") BASIS.
SCHEDULE D, PART XI; LINE 4B	OTHER AMOUNTS INCLUDED ON FORM 990, PART VIII, LINE 12, BUT NOT LINE 1 INCLUDE: - REINSURANCE PREMIUM RECLASS - $9,475,157.
SCHEDULE D, PART XII; LINE 4B	OTHER AMOUNTS INCLUDED ON FORM 990, PART IX, LINE 25, BUT NOT ON LINE 1 INCLUDE: - REINSURANCE PREMIUM RECLASS - $9,475,157.

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	Yes (true)	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (true)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (true)	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Denise M Napier RN
President & CEO	$719,997	$0	$575,750	$0	$3,564	$0	$102,667	$0	$36,496	$0	$1,438,474	$0	$0	$0
Joseph T Brand
COO & SVP NEW BUS (TERM 7/23)	$230,086	$0	$482,936	$0	$155,920	$0	$39,684	$0	$2,630	$0	$911,256	$0	$0	$0
Kevin Clancy
SVP & CFO	$421,710	$0	$232,852	$0	$3,564	$0	$48,900	$0	$34,421	$0	$741,447	$0	$0	$0
Christopher McTiernan
CHIEF OPERATING OFF (EFF 7/23)	$412,268	$0	$183,864	$0	$1,184	$0	$46,830	$0	$13,274	$0	$657,420	$0	$0	$0
Katherine A Behan MD
Director (TERM 2/23)	$0	$61,859	$0	$107,253	$0	$434,411	$0	$0	$0	$17,402	$0	$620,925	$0	$0
Anna Flattau MD
Director	$0	$376,468	$0	$168,220	$0	$15,985	$0	$0	$0	$13,212	$0	$573,885	$0	$0
Johnna W Baker Esq
Chief Legal Officer	$324,994	$0	$153,824	$0	$2,322	$0	$35,146	$0	$35,291	$0	$551,577	$0	$0	$0
Carol Potts
SVP HEALTH CARE DATA ANALYTICS	$341,644	$0	$155,205	$0	$3,564	$0	$38,993	$0	$10,159	$0	$549,565	$0	$0	$0
Daniel Paquin
CSO & CTO (TERM 7/23)	$185,563	$0	$143,820	$0	$145,633	$0	$21,631	$0	$20,650	$0	$517,297	$0	$0	$0
Catherine Bird
CHIEF ADMIN. & DIVERSITY OFF.	$298,223	$0	$138,495	$0	$462	$0	$34,835	$0	$33,648	$0	$505,663	$0	$0	$0
Kearline Jones LLD
VP GOVT AFFAIRS&STATE PROG MGR	$299,025	$0	$136,774	$0	$2,133	$0	$31,300	$0	$15,003	$0	$484,235	$0	$0	$0
Eugene T Diebold
VP Finance	$255,215	$0	$143,434	$0	$1,090	$0	$21,087	$0	$22,585	$0	$443,411	$0	$0	$0
Ramesh J Vangala
Former Key Employee	$218,436	$0	$49,920	$0	$1,038	$0	$16,867	$0	$2,739	$0	$289,000	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE J, PART I; QUESTION 4A	THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS DURING CALENDAR YEAR 2023 WHICH WERE INCLUDED IN EACH INDIVIDUAL'S 2023 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: JOSEPH T. BRAND, $154,750; KATHERINE A. BEHAN, M.D., $434,411 AND DANIEL PAQUIN, $144,023.
SCHEDULE J, PART I; QUESTION 4B	THE AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN B(III) FOR THE FOLLOWING INDIVIDUAL INCLUDES CURRENT YEAR VESTING IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN) AS THE AMOUNT Was NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. THE AMOUNT OUTLINED HEREIN WAS INCLUDED IN HER 2023 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: ANNA FLATTAU, M.D., $1,073. THE DEFERRED COMPENSATION AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN C FOR THE FOLLOWING INDIVIDUAL INCLUDES UNVESTED BENEFITS IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN) WHICH ARE SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, THE INDIVIDUAL MAY NEVER ACTUALLY RECEIVE THIS UNVESTED BENEFIT AMOUNT. THE AMOUNT OUTLINED HEREIN WAS NOT INCLUDED IN THIS INDIVIDUAL'S 2023 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: DENISE M. NAPIER, RN, $53,767.
SCHEDULE J, PART I; QUESTION 7	THE INDIVIDUALS INCLUDED IN SCHEDULE J, PART II RECEIVED A BONUS DURING CALENDAR YEAR 2023 WHICH WAS INCLUDED IN SCHEDULE J, PART II, COLUMN B(II) HEREIN AND IN EACH INDIVIDUAL'S 2023 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES. PLEASE REFER TO THIS SECTION OF THE FORM 990, SCHEDULE J FOR THIS INFORMATION BY PERSON BY AMOUNT.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (15 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
CORE FORM, PART I, BOX C	Effective July 1, 2023, the organization filed a fictitious name with the with the Pennsylvania Department of State and began doing business as (d/b/a) Jefferson Health Plans. Please note, the organization's legal name is still Health Partners Plans, Inc.
CORE FORM, PART I, LINES 3 & 4 AND PART VI, SECTION A; QUESTIONS 1A & 1B	THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"). THOMAS JEFFERSON UNIVERSITY IS THE TAX-EXEMPT PARENT ENTITY OF THE SYSTEM. ALTHOUGH THIS FEDERAL FORM 990 SHOWS A MINORITY OF INDEPENDENT MEMBERS OF THE ORGANIZATION'S GOVERNING BODY UNDER THE INTERNAL REVENUE CODE DEFINITION, THIS ORGANIZATION ACTS IN A CHARITABLE TAX-EXEMPT MANNER FOR PURPOSES OF INTERNAL REVENUE CODE SECTION 501(C)(4) AND IS ULTIMATELY CONTROLLED BY THOMAS JEFFERSON UNIVERSITY. THOMAS JEFFERSON UNIVERSITY IS GOVERNED BY A BOARD WHOSE MAJORITY IS COMPRISED OF INDEPENDENT VOTING MEMBERS.
CORE FORM, PART III; LINE 1	HEALTH PARTNERS PLANS, INC.("HPP") IS A NOT-FOR-PROFIT MANAGED CARE COMPANY THAT IS COMMITTED TO IMPROVING HEALTH OUTCOMES FOR MORE THAN 363,000 MEMBERS. HPP OFFERS MEDICAID AND CHIP PLANS UNDER THE HEALTH PARTNERS PLANS BRAND AND MEDICARE ADVANTAGE. OUR HEALTH PARTNERS PLANS MEDICAID AND HEALTH PARTNERS PLANS CHIP (MARKETED AS KIDZPARTNERS) PLANS ARE AVAILABLE TO QUALIFYING PENNSYLVANIA RESIDENTS. OUR JEFFERSON HEALTH PLANS MEDICARE ADVANTAGE PLANS ARE OFFERED IN SELECT COUNTIES IN PENNSYLVANIA AND NEW JERSEY. HPP REMAINS COMMITTED TO LIVING OUR MISSION OF BUILDING HEALTHIER LIVES AND STRONGER COMMUNITIES. OUR VISION IS TO CONNECT WITH THE HEARTS AND MINDS OF THOSE WE SERVE, IMPROVING THE HEALTH OUTCOMES FOR OUR MEMBERS, OPERATING WITH RESPECT AND DIGNITY, WHILE CULIVATING INCLUSIVTY AND BELONGING. 1) HEALTH PARTNERS PLANS MEDICAID SERVES PENNSYLVANIANS WITH LOW OR NO INCOME AND THOSE WITH DISABILITIES. HPP SERVES MORE THAN 338,000 MEDICAL ASSISTANCE (MEDICAID) MEMBERS THROUGHOUT PENNSYLVANIA. MANY OF THESE MEMBERS ARE CHILDREN AND ADOLESCENTS. 2) HPP'S CHILDREN'S HEALTH INSURANCE PROGRAM (CHIP) PLAN PROVIDES COVERAGE FOR CHILDREN UP TO AGE 19 WHO ARE UNINSURED AND NOT ELIGIBLE FOR MEDICAL ASSISTANCE OR MEDICAID. HPP's CHIP Plan PROVIDES ACCESS TO QUALITY HEALTH CARE TO MORE THAN 11,000 CHILDREN AND TEENS. 3) JEFFERSON HEALTH PLANS MEDICARE ADVANTAGE SERVES MORE THAN 13,000 MEMBERS IN PENNSYLVANIA AND NEW JERSEY. WE OFFER MEDICARE ADVANTAGE PLANS TO MEET MEMBERS' COST AND COVERAGE NEEDS, INCLUDING PRESCRIPTION DRUG COVERAGE AND A HOST OF OTHER BENEFITS. WE ALSO OFFER A D-SNP PLAN IN PENNSYLVANIA FOR PEOPLE WHO ARE ELIGIBLE FOR BOTH MEDICAID AND MEDICARE. OUR AWARD WINNING PROGRAMS AND SERVICES ARE NATIONALLY RECOGNIZED FOR INNOVATIONS IN MANAGED CARE, ADDITIONALLY, WE WERE THE FIRST PLAN IN THE COUNTRY TO BE AWARDED AND CONTINUE TO HOLD THE NATIONAL COMMITTEE ON QUALITY ASSURANCE'S (NCQA'S) MULTICULTURAL HEALTH CARE DISTINCTION DESIGNATION. WE RECEIVED THE AMERICAN DIABETES ASSOCIATION (ADA) HEALTH CHAMPION DESIGNATION, THE MODERN HEALTHCARE BEST PLACES TO WORK IN HEALTHCARE DISTINCTION AND NUMEROUS COMMUNICATIONS AWARDS FOR MEMBER MATERIALS AND PROGRAMS. HPP ALSO RECEIVED A MHPA BEST PRACTICES AWARD FOR OUR ORAL HEALTH INITIATIVE. THROUGH THE PROGRAM, MEMBERS RECEIVE PHYSICAL WELL-CARE AND DENTAL PREVENTION EXAMS ON THE SAME DAY, AT THE SAME PLACE. 4) INNOVATIVE PARTNERSHIPS - DEEPLY ENGAGED IN OUR COMMUNITIES, HPP PROVIDES A VARIETY OF HEALTH AND WELLNESS RESOURCES INCLUDING HEALTH EDUCATION, FITNESS AND AFTER-SCHOOL PROGRAMS, WORKSHOPS, HEALTH SCREENINGS, AND SPONSORSHIPS OF YOUTH ENRICHMENT PROGRAMS AND NON-PROFIT ORGANIZATIONS. THE COMPANY HAS GARNERED NATIONAL ATTENTION FOR INNOVATIONS IN MANAGED CARE, INCLUDING OUR GROUNDBREAKING PARTNERSHIP WITH THE METROPOLITAN AREA NEIGHBORHOOD NUTRITION ALLIANCE (MANNA). MANNA IS A NONPROFIT ORGANIZATION THAT DESIGNS, PREPARES AND DELIVERS NUTRITIOUS, MEDICALLY APPROPRIATE MEALS TO PEOPLE BATTLING LIFE-THREATENING ILLNESSES. MANNA IS THE FIRST AGENCY TO PUBLISH PEER-REVIEWED RESEARCH ON THE IMPACT OF MEDICALLY TAILORED MEALS ON HEALTH CARE COSTS. THE PARTNERSHIP PROVIDES MANNA'S MEDICALLY TAILORED MEALS TO HPP'S MOST CHRONICALLY ILL MEDICAID AND MEDICARE MEMBERS. HPP WAS THE FIRST HEALTH PLAN TO SUPPORT THIS ENDEAVOR IN PENNSYLVANIA AND IS AMONG A SMALL NUMBER OF MANAGED CARE ORGANIZATIONS IN THE NATION TO IMPLEMENT IT ON A LARGE SCALE. HEALTH PARTNERS PRESENTED THIS PARTNERSHIP AT HARVARD AND TULANE UNIVERSITIES, AND AT CONGRESS' FOOD IS MEDICINE WORKING GROUP OF THE HOUSE HUNGER CAUCUS IN WASHINGTON, D.C. COMMUNITY ENGAGEMENT OUR COMMUNITY-SUPPORT ACTIVITIES INCLUDE: - SPONSORING SOCIAL ACTIVITIES FOR SENIORS TO ENCOURAGE SOCIAL INTERACTION AND PHYSICAL ACTIVITY - PROVIDING COMMUNITY-BASED HEALTH EDUCATION AND TRAINING ON TOPICS SUCH AS HEART DISEASE, ASTHMA, DIABETES AND OTHER CHRONIC CONDITIONS - LENDING OUR EXPERTISE TO NUMEROUS COMMUNITY ADVISORY BOARDS FOR LOCAL NON-PROFITS WITH A FOCUS ON HEALTH ISSUES, COMMUNITY CONNECTIVITY AND BEST PRACTICES IN BUSINESS AND HUMAN SERVICES - STRENGTHENING FAMILIES THROUGH PARENTING SUPPORT INITIATIVES, SUPPORTING NEW MOTHERS AND VARIOUS FATHERHOOD INITIATIVES COMMITMENT TO DIVERSITY AND INCLUSION ------------------------------------- AS AN EMPLOYER, HPP MAINTAINS A SUPPORTIVE, MULTICULTURAL ENVIRONMENT AND A STRONG SENSE OF OUR MISSION. HPP CREATED THE COMPANY'S DIVERSITY COMMITMENT BASED ON EMPLOYEE FEEDBACK, FOCUSING ON THREE KEY AREAS: COMMUNICATION AND ENGAGEMENT; TALENT DEVELOPMENT, AND TRAINING. HPP CREATES TOOLS AND PROVIDES RESOURCES TO SUPPORT THE EMPLOYEE EXPERIENCE AND CREATE SPACE FOR CRUCIAL CONVERSATIONS, FEEDBACK AND REAL-TIME SUPPORT. IN ADDITION, HPP REMAINS COMMITTED TO WORKING WITH NUMEROUS MINORITY AND WOMEN-OWNED VENDORS IN OUR SERVICE AREAS.
CORE FORM, PART III; LINES 4A - 4C	LINE 4A: HEALTH PARTNERS MEDICAID --------------------------------- THE COMPANY PROVIDES FOR THE PROVISION OF PHYSICAL HEALTH (INCLUDING MANDATED BEHAVIORAL-RELATED PHARMACEUTICAL COVERAGE FOR MEMBERS AS PRESCRIBED) MEDICAL ASSISTANCE (MA) PROGRAM (HEALTHCHOICES MEDICAID PROGRAM) BENEFITS TO ENROLLED MA RECIPIENTS RESIDING IN THE COMMONWEALTH OF PENNSYLVANIA (ALL ZONES)- PURSUANT TO AN AGREEMENT WITH THE DEPARTMENT OF HUMAN SERVICES OF THE COMMONWEALTH OF PENNSYLVANIA (DHS). EFFECTIVE SEPTEMBER 1, 2022, THE COMPANY WAS SELECTED BY DHS AS ONE THE MANAGED CARE ORGANIZATION'S (MCO) TO PARTICIPATE IN THE STATE'S HEALTHCHOICES MEDICAID PROGRAM IN ALL FIVE OF THE STATE'S ZONES (NORTHEAST, NORTHWEST, SOUTHEAST, SOUTHWEST, AND LEHIGH/CAPITAL ZONES). THE COMPANY'S CONTRACT WITH DHS IS EFFECTIVE SEPTEMBER 1, 2022 AND EXTENDS THE TERM OF THE PREVIOUS HEALTHCHOICES AGREEMENT FOR A PERIOD OF FIVE YEARS WITH AN OPTION FOR RENEWAL FOR AN ADDITIONAL THREE-YEAR PERIOD. AS OF DECEMBER 31, 2023 AND 2022, THERE WERE APPROXIMATELY 338,000 AND 367,000 MEMBERS, RESPECTIVELY, ENROLLED WITH HEALTH PARTNERS UNDER THE HEALTHCHOICES PROGRAM WITH 66% AND 65%, RESPECTIVELY, OF THE COMPANY'S MEMBERS IN PHILADELPHIA COUNTY. LINE 4B: HEALTH PARTNERS MEDICARE --------------------------------- THE COMPANY PROVIDES COMPREHENSIVE (PHYSICAL AND BEHAVIORAL) HEALTH INSURANCE THROUGH ITS MEDICARE ADVANTAGE PROGRAM AND PRODUCTS THROUGH A CONTRACT WITH THE CENTERS FOR MEDICARE AND MEDICAID SERVICES (CMS). THE COMPANY'S PROGRAM, JEFFERSON HEALTH PLANS MEDICARE, WHICH COMMENCED IN 2014, PROVIDES FOR THE PROVISION OF PHYSICAL AND BEHAVIORAL HEALTH PRIMARILY TO ADULTS 65 AND OLDER. THE COMPANY OFFERS SEVERAL HMO PRODUCTS AND PROGRAM BENEFITS TO ENROLLED MEDICARE MEMBERS RESIDING IN PENNSYLVANIA AND NEW JERSEY - PURSUANT TO ITS AGREEMENT WITH CMS. THE PENNSYLVANIA SERVICE AREA INCLUDES PHILADELPHIA COUNTY AND 13 SURROUNDING COUNTIES - BERKS, BUCKS, CARBON, CHESTER, CUMBERLAND, DAUPHIN, DELAWARE, LANCASTER, LEBANON, LEHIGH, MONTGOMERY, NORTHAMPTON PERRY, AND SCHUYLKILL. THE NEW JERSEY SERVICE AREA INCLUDES 3 COUNTIES - BURLINGTON, CAMDEN AND GLOUCESTER COUNTIES. AS OF DECEMBER 31, 2023 AND 2022, THERE WERE APPROXIMATELY 13,000 AND 13,300 MEMBERS, RESPECTIVELY, ENROLLED WITH JEFFERSON HEALTH PLANS MEDICARE PROGRAM. LINE 4C: KIDZPARTNERS (CHIP) ---------------------------- THE COMPANY ALSO PROVIDES COMPREHENSIVE (PHYSICAL AND BEHAVIORAL) HEALTH INSURANCE THROUGH THE COMMONWEALTH OF PENNSYLVANIA'S CHILDREN'S HEALTH INSURANCE PROGRAM (CHIP). THE COMPANY'S CHIP PROGRAM, KIDZPARTNERS, PROVIDES FOR THE PROVISION OF PHYSICAL AND BEHAVIORAL HEALTH TO UNINSURED CHILDREN AND TEENS UP TO AGE 19 THAT ARE ELIGIBLE THROUGH CHIP. THE COMPANY PROVIDES PROGRAM BENEFITS TO ENROLLED CHIP RECIPIENTS RESIDING IN PHILADELPHIA, BERKS, BUCKS, CHESTER, DAUPHIN, DELAWARE, LEHIGH, MONTGOMERY, NORTHAMPTON, AND SCHUYLKILL COUNTIES PURSUANT TO AN AGREEMENT WITH DHS. AS OF DECEMBER 31, 2023 AND 2022, THERE WERE APPROXIMATELY 11,900 AND 8,100 MEMBERS, RESPECTIVELY, ENROLLED WITH HEALTH PARTNERS UNDER THE CHIP PROGRAM.
CORE FORM, PART V, QUESTION 15	DENISE M. NAPIER, PRESIDENT & CEO, IS INVOLVED IN THE LEADERSHIP AND MANAGEMENT OF THIS ORGANIZATION ON A FULL-TIME BASIS. SHE IS EMPLOYED BY AND RECEIVES A FEDERAL FORM W-2 FROM THIS ORGANIZATION. ACCORDINGLY, HER COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH HEALTH PARTNERS PLANS, INC. (EIN: 23-2379751). THIS ORGANIZATION FILED A 2023 FORM 4720 WHICH INCLUDED A REMITTANCE OF EXCISE TAX RELATED TO MS. NAPIER'S COMPENSATION IN EXCESS OF $1M.
CORE FORM, PART VI, SECTION A; QUESTIONS 6 & 7	AS OF DECEMBER 31, 2023, JEFFERSON HEALTH - NORTHEAST ("JHNE") MAINTAINED A 75% OWNERSHIP INTEREST IN THE ORGANIZATION. JEFFERSON HEALTH - NORTHEAST SYSTEM ("JHNES") IS THE SOLE MEMBER OF JHNE. ALBERT EINSTEIN MEDICAL CENTER ("AEMC") MAINTAINED A 25% OWNERSHIP INTEREST IN THE ORGANIZATION. ALBERT EINSTEIN HEALTHCARE NETWORK ("AEHN") IS THE SOLE MEMBER OF AEMC. THOMAS JEFFERSON UNIVERSITY ("TJU") IS THE SOLE MEMBER OF BOTH JHNES AND AEHN. ULTIMATELY, TJU HAS THE RIGHT TO ELECT THE MEMBERS OF THIS ORGANIZATION'S BOARD OF DIRECTORS.
CORE FORM, PART VI, SECTION B; QUESTION 11B	THE ORGANIZATION'S FEDERAL FORM 990 WAS PROVIDED TO EACH VOTING MEMBER OF THE ORGANIZATION'S GOVERNING BODY PRIOR TO FILING OF THE FORM 990 WITH THE INTERNAL REVENUE SERVICE ("IRS"). AS PART OF THE TAX RETURN PREPARATION PROCESS THE ORGANIZATION HIRED A PROFESSIONAL CERTIFIED PUBLIC ACCOUNTING ("CPA") FIRM WITH EXPERIENCE AND EXPERTISE IN BOTH HEALTHCARE AND NOT-FOR-PROFIT TAX RETURN PREPARATION TO PREPARE THE FEDERAL FORM 990. THE CPA FIRM'S TAX PROFESSIONALS WORKED CLOSELY WITH THE ORGANIZATION'S FINANCE PERSONNEL AND VARIOUS OTHER INDIVIDUALS ("INTERNAL WORKING GROUP") TO OBTAIN THE INFORMATION NEEDED IN ORDER TO PREPARE A COMPLETE AND ACCURATE TAX RETURN. THE CPA FIRM PREPARED A DRAFT FEDERAL FORM 990 AND FURNISHED IT TO THE INTERNAL WORKING GROUP FOR THEIR REVIEW. THE INTERNAL WORKING GROUP REVIEWED THE DRAFT FEDERAL FORM 990 AND DISCUSSED QUESTIONS AND COMMENTS WITH THE CPA FIRM. REVISIONS WERE MADE TO THE DRAFT FEDERAL FORM 990 WHERE NECESSARY AND A FINAL DRAFT WAS FURNISHED BY THE CPA FIRM TO THE INTERNAL WORKING GROUP FOR FINAL REVIEW. FOLLOWING THIS REVIEW, THE FORM 990 WAS THEN PRESENTED TO THE ORGANIZATION'S AUDIT COMMITTEE AND PROVIDED TO THE ORGANIZATION'S GOVERNING BODY PRIOR TO FILING WITH THE IRS.
CORE FORM, PART VI, SECTION B; QUESTION 12	THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY WHICH IT REGULARLY MONITORS AND ENFORCES COMPLIANCE. THE CONFLICT-OF-INTEREST (COI) POLICY IS REVIEWED EACH YEAR BEFORE BEING DISTRIBUTED TO THE BOARD OF DIRECTORS AND TO THE HEALTH PARTNERS PLANS, INC. ("HPP") WORKFORCE. THE POLICY ITSELF ASKS FOR POTENTIAL CONFLICTS WHICH ARE THEN REVIEWED BY COUNSEL AND CATEGORIZED INTO WHETHER THE DISCLOSURE IS A CONFLICT THAT IS PROHIBITED, ONE THAT IS NOT PROHIBITED OR NOT A CONFLICT AT ALL, AND, THEN PROVIDE ANY MITIGATION STEPS NECESSARY. For the first quarter of each year, HPP asks the board of directors to review and sign-off on their commitment to maintaining their fiduciary duty to stay impartial, responsible, and dedicated to the good of the organization. This COI policy and disclosure demonstrates their understanding of these responsibilities and ensures that any outside business or financial interests or activities, which conflict or appear to conflict with the interests of the organization, are properly disclosed and managed pursuant to the proper processes. ADDITIONALLY, EACH YEAR HPP HAS THE WORKFORCE/STAFF COMPLETE THE CONFLICT-OF-INTEREST DISCLOSURE STATEMENT AS A PART OF ITS ANNUAL, MANDATORY EMPLOYEE TRAINING AND AWARENESS EFFORTS. ALL BOARD MEMBERS AND THE HPP WORKFORCE ARE REQUIRED TO REVIEW THE EXISTING COI POLICY AND SIGN AN ANNUAL ATTESTATION WHICH AFFIRMS THAT THEY: (A) RECEIVED A COPY OF THIS CONFLICT-OF-INTEREST POLICY; (B) READ AND UNDERSTOOD THE POLICY; (C) AGREE TO COMPLY AND HAVE COMPLIED WITH THE POLICY, AND (D) UNDERSTAND THAT THE ORGANIZATION IS AN IRS 501(C)(4) CHARITABLE ORGANIZATION AND THAT, IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION, IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES AND HPP MAY NOT PERMIT ITS INCOME OR ASSETS TO INURE TO THE BENEFIT OF ANY PRIVATE SHAREHOLDER, OWNER MEMBER OR INDIVIDUAL. THE ORGANIZATION FOLLOWED THIS PROCESS FOR ITS COI POLICY IN CALENDAR YEAR 2023.
CORE FORM, PART VI, SECTION B; QUESTION 15	THIS ORGANIZATION'S BOARD OF DIRECTORS HAS A COMPENSATION AND EVALUATION EXECUTIVE COMMITTEE ("COMMITTEE"). THE COMMITTEE HAS ADOPTED A WRITTEN EXECUTIVE COMPENSATION PHILOSOPHY WHICH IT FOLLOWS WHEN IT REVIEWS AND APPROVES OF THE COMPENSATION AND BENEFITS OF THE ORGANIZATION'S SENIOR MANAGEMENT TEAM INCLUDING, BUT NOT LIMITED TO, THE PRESIDENT & CHIEF EXECUTIVE OFFICER, OTHER OFFICERS AND CERTAIN KEY EMPLOYEES ("SENIOR MANAGEMENT"). THE COMMITTEE REVIEWS THE "TOTAL COMPENSATION" OF THESE INDIVIDUALS WHICH IS INTENDED TO INCLUDE BOTH CURRENT AND DEFERRED COMPENSATION AND ALL EMPLOYEE BENEFITS, BOTH QUALIFIED AND NON-QUALIFIED. THE COMMITTEE IS RESPONSIBLE FOR ASSURING THAT THE ORGANIZATION'S SALARY STRATEGIES ARE COMPETITIVE AND CONSISTENT WITH CURRENT MARKET TRENDS, IN ORDER TO PROVIDE A STABLE, QUALIFIED AND FAIRLY COMPENSATED WORKFORCE. THE ACTIONS TAKEN BY THE COMMITTEE ENABLE THE ORGANIZATION TO RECEIVE THE REBUTTABLE PRESUMPTION OF REASONABLENESS FOR PURPOSES OF INTERNAL REVENUE CODE SECTION 4958 WITH RESPECT TO THE TOTAL COMPENSATION OF CERTAIN MEMBERS OF THE SENIOR MANAGEMENT TEAM. THE THREE FACTORS WHICH MUST BE SATISFIED IN ORDER TO RECEIVE THE REBUTTABLE PRESUMPTION OF REASONABLENESS ARE THE FOLLOWING: 1) THE COMPENSATION ARRANGEMENT IS APPROVED IN ADVANCE BY AN "AUTHORIZED BODY" OF THE APPLICABLE TAX-EXEMPT ORGANIZATION WHICH IS COMPOSED ENTIRELY OF INDIVIDUALS WHO DO NOT HAVE A "CONFLICT OF INTEREST" WITH RESPECT TO THE COMPENSATION ARRANGEMENT; 2) THE AUTHORIZED BODY OBTAINED AND RELIED UPON "APPROPRIATE DATA AS TO COMPARABILITY" PRIOR TO MAKING ITS DETERMINATION; AND 3) THE AUTHORIZED BODY "ADEQUATELY DOCUMENTED THE BASIS FOR ITS DETERMINATION" CONCURRENTLY WITH MAKING THAT DETERMINATION. THE COMMITTEE IS COMPRISED OF MEMBERS OF THE BOARD OF DIRECTORS EACH OF WHO ARE INDEPENDENT AND ARE FREE FROM ANY CONFLICTS OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT. THE COMMITTEE RELIED UPON APPROPRIATE COMPARABLE DATA; SPECIFICALLY, THE COMMITTEE ENGAGES AN INDEPENDENT CONSULTANT TO PROVIDE MARKET DATA ON CURRENT, RELEVANT CEOS' COMPENSATION INCLUDING ONE CUSTOM SURVEY SPECIFICALLY FOR HMO EXECUTIVES, IN ORDER TO MAKE THEIR COMPENSATION RECOMMENDATIONS. IN ADDITION, EVERY OTHER YEAR, THE COMMITTEE ENGAGES A BENEFITS CONSULTING FIRM TO PROVIDE SUMMARIZED NATIONAL DATA. THE CONSULTANT'S INVESTIGATION AND RECOMMENDATIONS REFLECT BOARD-SPECIFIC CRITERIA FOR DETERMINING PAYMENT LEVELS FOR BOTH BASE COMPENSATION AND INCENTIVE COMPENSATION. BASED ON A THOROUGH REVIEW AND DELIBERATIONS FOLLOWING THE CONSULTANT'S STUDY, THE COMMITTEE ESTABLISHES THE BASE COMPENSATION AND OTHER BENEFITS FOR THE ORGANIZATION'S SENIOR MANAGEMENT SO THAT THEY ARE ALIGNED WITH CURRENT MARKET TRENDS AND BUDGETARY CONSIDERATIONS. SEPARATELY, THE COMMITTEE APPROVES ANNUAL INCENTIVE TARGETS, PERFORMANCE AGAINST THOSE TARGETS, AND THE COMPUTATION OF THE RESULTING INCENTIVE COMPENSATION PAYMENT. THE COMMITTEE ADEQUATELY DOCUMENTED ITS BASIS FOR ITS DETERMINATION THROUGH THE TIMELY PREPARATION OF WRITTEN MINUTES OF THE COMPENSATION COMMITTEE MEETINGS DURING WHICH THE EXECUTIVE COMPENSATION AND BENEFITS WAS REVIEWED AND SUBSEQUENTLY APPROVED. THE ORGANIZATION'S BOARD OF DIRECTORS ALSO APPROVES THE MINUTES OF THE COMMITTEE. THE ACTIONS OUTLINED ABOVE WITH RESPECT TO THE COMMITTEE AND THE ESTABLISHMENT OF THE REBUTTABLE PRESUMPTION OF REASONABLENESS ONLY APPLIES TO CERTAIN SENIOR MANAGEMENT PERSONNEL. THE COMPENSATION AND BENEFITS OF CERTAIN OTHER INDIVIDUALS CONTAINED IN THIS FORM 990 ARE REVIEWED ANNUALLY BY THE PRESIDENT/CHIEF EXECUTIVE OFFICER WITH ASSISTANCE FROM THE ORGANIZATION'S HUMAN RESOURCES DEPARTMENT. IN CONJUNCTION WITH THE INDIVIDUAL'S JOB PERFORMANCE DURING THE YEAR, COMPENSATION IS BASED UPON OTHER OBJECTIVE FACTORS DESIGNED TO ENSURE THAT REASONABLE AND FAIR MARKET VALUE COMPENSATION IS PAID. OTHER OBJECTIVE FACTORS INCLUDE MARKET SURVEY DATA FOR COMPARABLE POSITIONS, INDIVIDUAL GOALS AND OBJECTIVES, PERSONNEL REVIEWS, EVALUATIONS AND PERFORMANCE FEEDBACK MEETINGS.
CORE FORM, PART VI, SECTION C; QUESTION 19	THE ORGANIZATION'S FILED CERTIFICATE OF INCORPORATION AND ANY AMENDMENTS CAN BE OBTAINED AND REVIEWED THROUGH THE COMMONWEALTH OF PENNSYLVANIA. OTHER GOVERNING DOCUMENTS ARE AVAILABLE THROUGH THE OFFICE OF THE SECRETARY OF STATE. IN ADDITION, THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
CORE FORM, PART VII AND SCHEDULE J	JOSEPH G. CACCHIONE, M.D., JOHN MORDACH, BALIGH YEHIA, M.D., AND CRISTINA G. CAVALIERI, ESQ. ARE VOTING MEMBERS AND/OR OFFICERS OF THIS ORGANIZATION'S BOARD OF DIRECTORS; AN UNCOMPENSATED POSITION. THESE INDIVIDUALS ARE INVOLVED IN THE LEADERSHIP AND MANAGEMENT OF THOMAS JEFFERSON UNIVERSITY; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. ACCORDINGLY, THE COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP FOR THESE INDIVIDUALS IS WITH THOMAS JEFFERSON UNIVERSITY. THEIR RESPECTIVE REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE THOMAS JEFFERSON UNIVERSITY (EIN: 23-1352651) FEDERAL FORM 990 FOR THE YEAR ENDING JUNE 30, 2024. PLEASE REFER TO THE THOMAS JEFFERSON UNIVERSITY FEDERAL FORM 990 FOR THIS INFORMATION. PRIOR TO HIS TERMINATION EFFECTIVE JUNE 2023, MICHAEL B. WALSH was a VOTING MEMBER AND OFFICER OF THIS ORGANIZATION'S BOARD OF DIRECTORS; AN UNCOMPENSATED POSITION. he WAS INVOLVED IN THE LEADERSHIP AND MANAGEMENT OF THOMAS JEFFERSON UNIVERSITY; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. ACCORDINGLY, his COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP WAS WITH THOMAS JEFFERSON UNIVERSITY. his REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE THOMAS JEFFERSON UNIVERSITY (EIN: 23-1352651) FEDERAL FORM 990 FOR THE YEAR ENDING JUNE 30, 2024. PLEASE REFER TO THE THOMAS JEFFERSON UNIVERSITY FEDERAL FORM 990 FOR THIS INFORMATION. PRIOR TO HIS TERMINATION EFFECTIVE FEBRUARY 2023, KENNETH D. LEVITAN WAS A VOTING MEMBER OF THIS ORGANIZATION'S BOARD OF DIRECTORS; AN UNCOMPENSATED POSITION. HE WAS INVOLVED IN THE LEADERSHIP AND MANAGEMENT OF ALBERT EINSTEIN MEDICAL CENTER; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. ACCORDINGLY, HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP WAS WITH ALBERT EINSTEIN MEDICAL CENTER. HIS REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE ALBERT EINSTEIN HEALTHCARE NETWORK GROUP LETTER RULING (EIN: XXX-XX-XXXX) FEDERAL FORM 990 FOR THE YEAR ENDING JUNE 30, 2024. PLEASE REFER TO THE ALBERT EINSTEIN HEALTHCARE NETWORK GROUP LETTER RULING FEDERAL FORM 990 FOR THIS INFORMATION.
CORE FORM, PART VII AND SCHEDULE J	RAMESH J. VANGALA, A FORMER KEY EMPLOYEE OF THE ORGANIZATION, IS STILL EMPLOYED WITHIN THE ORGANIZATION AS THE VICE PRESIDENT, MEDICAID PHARMACY SERVICES.
CORE FORM, PART VII, SECTION A, COLUMN B	THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF HEALTH PARTNERS PLANS, INC. ("HPP") AND SUBSIDIARIES. ADDITIONALLY, THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"). CERTAIN BOARD OF DIRECTORS MEMBERS AND OFFICERS LISTED ON CORE FORM, PART VII AND SCHEDULE J OF THIS FORM 990 MAY HOLD SIMILAR POSITIONS WITH BOTH THIS ORGANIZATION AND OTHER AFFILIATES WITHIN THE SYSTEM. THE HOURS SHOWN ON THIS FORM 990, FOR BOARD MEMBERS WHO RECEIVE NO COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, REPRESENT THE ESTIMATED HOURS DEVOTED PER WEEK FOR THIS ORGANIZATION. TO THE EXTENT THESE INDIVIDUALS SERVE AS A MEMBER OF THE GOVERNING BODY OF OTHER RELATED ORGANIZATIONS WITHIN THE SYSTEM, THEIR RESPECTIVE HOURS PER WEEK PER ORGANIZATION ARE APPROXIMATELY THE SAME AS REFLECTED IN CORE FORM, PART VII OF THIS FORM 990. THE HOURS REFLECTED ON CORE FORM, PART VII OF THIS FORM 990, FOR BOARD MEMBERS WHO RECEIVE COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY OR PAID OFFICERS, REFLECT TOTAL HOURS WORKED PER WEEK ON BEHALF OF THE SYSTEM; NOT SOLELY THIS ORGANIZATION.
CORE FORM, PART XII; QUESTION 2	AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING ("CPA") FIRM AUDITED THE STATUTORY BASIS FINANCIAL STATEMENTS OF HEALTH PARTNERS PLANS, INC. FOR YEARS ENDED DECEMBER 31, 2023 and DECEMBER 31, 2022; RESPECTIVELY. THE INDEPENDENT CPA FIRM ISSUED AN UNMODIFIED OPINION WITH RESPECT TO THE AUDITED STATUTORY BASIS FINANCIAL STATEMENTS EACH YEAR. THE GOVERNING BODY OF HEALTH PARTNERS PLANS, INC. ("HPP"), ITS BOARD OF DIRECTORS, HAS AN AUDIT COMMITTEE. THE HPP AUDIT COMMITTEE HAS ASSUMED RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS, WHICH INCLUDES THIS ORGANIZATION, AND THE SELECTION OF AN INDEPENDENT AUDITOR. The organization is an affiliate within thomas jefferson university/jefferson health; a comprehensive professional university and tax-exempt integrated healthcare delivery system ("system"), with a tripartite mission of education, research and patient care. The system's parent entity is thomas jefferson university ("tju"). An independent certified public accounting ("cpa") firm audited the consolidated financial statements of the system for the fiscal years ended june 30, 2023 and june 30, 2022; respectively and issued a consolidated audited financial statement. An unmodified opinion was issued each year by the independent cpa firm. Similar audited consolidated financial statements of the system will be issued for the fiscal year ending june 30, 2024.
CORE FORM, PART XII; QUESTION 3	THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF HEALTH PARTNERS PLANS, INC. AND SUBSIDIARIES. ADDITIONALLY, THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PRFOESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"). THE SYSTEM ENGAGED AN INDEPENDENT ACCOUNTING FIRM TO PREPARE AND ISSUE A SYSTEM WIDE CONSOLIDATED AUDIT AS SET FORTH IN THE UNIFORM GUIDANCE, 2 C.F.R., PART 200, SUBPART F. 200, SUBPART F.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Total IncomeTotalIncomeAmt	End Of Year AssetsEndOfYearAssetsAmt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt
SELECTSCRIPTS LLC
1101 MARKET STREET SUITE 3000	PHILADELPHIA	PA	19107	651235663	HEALTH SVCS.	DE	$0	$0	SELBENEFITS
SELECTBENEFITS LLC
1101 MARKET STREET SUITE 3000	PHILADELPHIA	PA	19107		HOLDING CO.	DE	$0	$0	HPP
HEALTH PARTNERS SOLUTIONS LLC
1101 MARKET STREET SUITE 3000	PHILADELPHIA	PA	19107	853872142	HEALTH SVCS.	DE	$0	$0	HPP

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (46 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd
THOMAS JEFFERSON UNIVERSITY
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	231352651	EDUCATION	PA	501(C)(3)	2	NA	false
TJUH SYSTEM
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	233026795	HEALTH SVCS.	PA	501(C)(3)	12B	TJU	false
THOMAS JEFFERSON UNIVERSITY HOSPITALS
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232829095	HEALTH SVCS.	PA	501(C)(3)	3	TJUH SYSTEM	false
JEFFERSON UNIVERSITY PHYSICIANS
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232809585	HEALTH SVCS.	PA	501(C)(3)	12A	JMG	false
JEFFERSON UNIVERSITY PHYSICIANS OF NJ PC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	464855345	HEALTH SVCS.	NJ	501(C)(3)	12A	JUP	false
JEFFERSON MEDICAL GROUP
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	233026939	HEALTH SVCS.	PA	501(C)(3)	12B	TJUH SYSTEM	false
JEFFERSON CLUB AKA JEFF FACULTY CLUB
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232167488	HEALTH SVCS.	PA	501(c)(3)	12A	TJU	false
JEFFERSON MEDICAL CARE
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232858320	HEALTH SVCS.	PA	501(C)(3)	12A	JMG	false
METHODIST ASSOCIATES IN HEALTHCARE INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232678055	HEALTH SVCS.	PA	501(C)(3)	12A	JMG	false
METHODIST ASSOC IN HEALTHCARE OF NJ PC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	223537847	HEALTH SVCS.	NJ	501(c)(3)	12A	MAHC	false
JEFFEX INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232622009	HEALTH SVCS.	PA	501(C)(3)	12A	TJUH SYSTEM	false
EMERGENCY TRANSPORT ASSOCIATES INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232622004	HEALTH SVCS.	PA	501(C)(3)	10	JEFFEX INC	false
WALNUT HOME THERAPEUTICS INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232622006	HEALTH SVCS.	PA	501(C)(3)	10	JEFFEX INC	false
SUTHBREIT PROPERTIES LTD
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232214351	REAL ESTATE	PA	501(c)(2)		JEFFEX INC	false
ABINGTON HEALTH
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	271243803	HEALTH SVCS.	PA	501(C)(3)	12B	TJU	false
ABINGTON MEMORIAL HOSPITAL
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	231352152	HEALTH SVCS.	PA	501(C)(3)	3	AH	false
LANSDALE HOSPITAL CORPORATION
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	263359979	HEALTH SVCS.	PA	501(c)(3)	3	AH	false
ABINGTON HEALTH FOUNDATION
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232188052	FUNDRAISING	PA	501(C)(3)	7	AH	false
JEFFERSON HEALTH - NORTHEAST SYSTEM
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232239131	HEALTH SVCS.	PA	501(C)(3)	12B	TJU	false
JEFFERSON HEALTH - NORTHEAST
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	230596940	HEALTH SVCS.	PA	501(C)(3)	3	JHNES	false
ARIA HEALTH PHYSICIAN SERVICES
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232691968	HEALTH SVCS.	PA	501(C)(3)	3	JMG	false
ARIA HEALTH ORTHOPAEDICS
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	460779942	HEALTH SVCS.	PA	501(C)(3)	10	JMG	false
JEFFERSON HEALTH - NORTHEAST FOUNDATION
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	237318683	FUNDRAISING	PA	501(C)(3)	12A	JHNE	false
PHILADELPHIA UNIVERSITY
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	231352294	EDUCATION	PA	501(C)(3)	2	TJU	false
KENNEDY HEALTH SYSTEM INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	222442036	HEALTH SVCS.	NJ	501(C)(3)	7	TJU	false
KENNEDY UNIVERSITY HOSPITAL INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	221773439	HEALTH SVCS.	NJ	501(C)(3)	3	KHS	false
KENNEDY HEALTH CARE FOUNDATION INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	800550282	FUNDRAISING	NJ	501(C)(3)	7	KHS	false
KENNEDY PROPERTY CORPORATION
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	222442034	REAL ESTATE	NJ	501(C)(3)	12A	KHS	false
STAT MEDICAL TRANSPORT INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	222443981	HEALTH SVCS.	NJ	501(C)(3)	10	KHS	false
KENNEDY HEALTH FACILITIES INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	222442032	HEALTH SVCS.	NJ	501(C)(3)	12A	KHS	false
KENNEDY MEDICAL GROUP PRACTICE PC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	461420853	HEALTH SVCS.	NJ	501(C)(3)	10	JMG	false
MAGEE REHABILITATION HOSPITAL
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	231476328	HEALTH SVCS.	PA	501(C)(3)	3	TJU	false
ALBERT EINSTEIN HEALTHCARE NETWORK
5501 OLD YORK ROAD	PHILADELPHIA	PA	19141	232290323	MANAGEMENT	PA	501(C)(3)	12A	TJU	false
ALBERT EINSTEIN MEDICAL CENTER
5501 OLD YORK ROAD	PHILADELPHIA	PA	19141	231396794	HEALTH SVCS.	PA	501(C)(3)	3	AEHN	false
BCCT OVER CORP
5501 OLD YORK ROAD	PHILADELPHIA	PA	19141	231352200	HEALTH SVCS.	PA	501(C)(3)	3	AEHN	false
EINSTEIN COMMUNITY HEALTH ASSOCIATES
5501 OLD YORK ROAD	PHILADELPHIA	PA	19141	232760086	HEALTH SVCS.	PA	501(C)(3)	12A	AEHN	false
EINSTEIN MEDICAL CENTER MONTGOMERY
559 WEST GERMANTOWN PIKE	EAST NORRITON	PA	19403	204193243	HEALTH SVCS.	PA	501(C)(3)	3	AEHN	false
EINSTEIN PRACTICE PLAN INC
5501 OLD YORK ROAD	PHILADELPHIA	PA	19141	232664784	HEALTH SVCS.	PA	501(C)(3)	12A	AEHN	false
FORNANCE PHYSICIAN SERVICES INC
1330 POWELL STREET NO 509	NORRISTOWN	PA	19401	232275991	HEALTH SVCS.	PA	501(C)(3)	12A	AEHN	false
GHMC MANAGEMENT INC
101 EAST OLNEY AVENUE	PHILADELPHIA	PA	19120	232225809	MANAGEMENT	PA	501(C)(3)	12A	AEMC	false
MONTGOMERY HEALTH FOUNDATION
5501 OLD YORK ROAD	PHILADELPHIA	PA	19141	222456265	FUNDRAISING	PA	501(C)(3)	12B	MHC	false
MONTGOMERY HOSPITAL
5501 OLD YORK ROAD	PHILADELPHIA	PA	19141	231352193	HEALTH SVCS.	PA	501(C)(3)	3	AEHN	false
MONTGOMERY HOSPITAL WORKERS COMP TRUST
5501 OLD YORK ROAD	PHILADELPHIA	PA	19141	232351775	HEALTH SVCS.	PA	501(C)(3)	12A	MHC	false
BROADLINE RISK RETENTION GROUP
100 BANK STREET	BURLINGTON	VT	05401	272583356	INSURANCE	VT	501(C)(3)	12A	AEHN	false
HEALTH PARTNERS FOUNDATION
1101 MARKET STREET SUITE 3000	PHILADELPHIA	PA	19107	311674587	FUNDRAISING	PA	501(C)(3)	12A	HPP	Yes (true)
JUP of NJ KT PC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	882234070	HEALTH SVCS.	PA	501(C)3		TJU	false

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (10 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt
1100 WALNUT ASSOC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232332396	MEDICAL OFFICE	PA	NA
JEFF UNIV RAD ASSOC
840 CRESCENT CTR DR	FRANKLIN	TN	37067	412043518	HEALTH SVCS.	PA	NA
RIVERVIEW SURG CTR LP
3 CRESCENT DR	PHILADELPHIA	PA	19112	263910345	HEALTH SVCS.	PA	NA
RIVERVIEW SURG CTR LLC
3 CRESCENT DR	PHILADELPHIA	PA	19112	263911509	HEALTH SVCS.	PA	NA
ROTHMAN ORTHO SPEC HOSP
11221 ROE AVE	LEAWOOD	KS	66211	270260289	HEALTH SVCS.	PA	NA
JEFFHEDGE LLC
1301 2ND AVE	SEATTLE	WA	98101	453214379	INVESTMENTS	DE	NA
JUNIATA MED BLD
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232450132	MEDICAL OFFICE	PA	NA
TMB ENTERPRISE
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232400586	MEDICAL OFFICE	PA	NA
KENNEDY CH SURG
11221 ROE AVE	LEAWOOD	KS	66211	472462625	SURGERY CENTER	NJ	NA
MLJH LLC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	821445171	MEDICAL SERVICES	PA	NA

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (21 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Entity TypeEntityTypeTxt	Controlled OrganizationControlledOrganizationInd
TJU INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232146678	REAL ESTATE	PA	NA	C CORP.	false
WALNUT REALTY CO
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232332416	REAL ESTATE	PA	NA	C CORP.	false
ATRIUM CORPORATION
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232075587	HEALTH SVCS.	PA	NA	C CORP.	false
HEALTHMARK INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232259593	HEALTH SVCS.	PA	NA	C CORP.	false
JEFFCARE INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232830152	HEALTH SVCS.	PA	NA	C CORP.	false
MID-ATLANTIC MATERNAL FETAL INSTITUTE
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232922471	INACTIVE	PA	NA	C CORP.	false
MID-ATLANTIC MATERNAL FETAL INSTITUTE PC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	223536371	INACTIVE	NJ	NA	C CORP.	false
JEFFERSON PHYSICIAN SVCS OF CALIFORNIA
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	371856786	INACTIVE	CA	NA	C CORP.	false
925 WALNUT STREET CORP
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	841657497	REAL ESTATE	PA	NA	S CORP.	false
SYSTEM SERVICE CORPORATION
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232218944	HOLDING CO.	DE	NA	C CORP.	false
TF DEVELOPMENT LTD
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232197865	REAL ESTATE	PA	NA	C CORP.	false
HEALTH CARE INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	200214524	HEALTH SVCS.	PA	NA	C CORP.	false
KENNEDY MANAGEMENT GROUP INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	223347294	MANAGEMENT	NJ	NA	C CORP.	false
PROFESSIONAL MEDICAL MANAGEMENT INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	222559690	INACTIVE	NJ	NA	C CORP.	false
KENNEDY ACCESS INCORPORATED
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	472661672	INVESTMENTS	NJ	NA	C CORP.	false
JEFFERSON HLTH NJ DIRECT PRIMARY CARE PC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	841980055	HEALTH SVCS.	NJ	NA	C CORP.	false
EINSTEIN HEALTHCARE SYSTEMS INC
101 EAST OLNEY AVENUE	PHILADELPHIA	PA	19120	232314938	INACTIVE	PA	NA	C CORP.	false
REHAB VENTURES INC
1200 WEST TABOR ROAD	PHILADELPHIA	PA	19141	232619394	INACTIVE	PA	NA	C CORP.	false
CMMC INC
1330 POWELL STREET	NORRISTOWN	PA	19401	232256479	REAL ESTATE	PA	NA	C CORP.	false
PARTNERS INSURANCE COMPANY INC
1101 MARKET STREET SUITE 3000	PHILADELPHIA	PA	19107	883557817	INSURANCE	PA	NA	C CORP.	false
PARTNERS INSURANCE COMPANY OF NJ
1101 MARKET STREET SUITE 3000	PHILADELPHIA	PA	19107	990925330	INSURANCE	PA	NA	C CORP.	false

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	false	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	false	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	false	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	false	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	false	DivRelatedOrganizationInd
Asset Sale To Other Org	false	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	false	AssetPurchaseFromOtherOrgInd
Asset Exchange	false	AssetExchangeInd
Rental Of Facilities To Oth Org	false	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	false	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	Yes (true)	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	false	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	false	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (true)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	false	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	false	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	Yes (true)	TransferToOtherOrgInd
Transfer From Other Org	false	TransferFromOtherOrgInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE R, PART V	FormAndLineReferenceDesc
Explanation	THIS ORGANIZATION IS A MEMBER OF THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM. FUNDS ARE ROUTINELY TRANSFERRED BETWEEN AFFILIATES AND BUSINESS ACTIVITIES ARE COMMON ON BEHALF OF THE SYSTEM'S AFFILIATES, INCLUDING THIS ORGANIZATION. THESE TRANSACTIONS MAY BE RECORDED ON THE REVENUE/EXPENSE AND BALANCE SHEET STATEMENTS OF THIS ORGANIZATION AND OTHER AFFILIATES. THESE ENTITIES WORK TOGETHER TO DELIVER HIGH QUALITY COST EFFECTIVE HEALTHCARE AND WELLNESS SERVICES TO THEIR COMMUNITIES REGARDLESS OF ABILITY TO PAY AND IN FURTHERANCE OF CHARITABLE TAX-EXEMPT PURPOSES.	ExplanationTxt