BLUE CROSS BLUE SHIELD ASSOCIATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BLUE CROSS BLUE SHIELD ASSOCIATION (EIN 13-5656874)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202433199349312548
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T15:10:25-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 EAST RANDOLPH STREET SUITE 5500 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606016436 | 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 | 135656874 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUE CROSS BLUE SHIELD ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BLUE | BusinessNameControlTxt |
| Phone | 3122976369 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 E RANDOLPH STREET | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRAD LUBRANT | PersonNm |
| Person Title | VP OF FINANCE | PersonTitleTxt |
| Phone | 3122976000 | PhoneNum |
| Signature | 2024-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TARA KENNEY | PreparerPersonNm |
| PTIN | P01245482 | PTIN |
| Phone | 3126651000 | PhoneNum |
| Preparation | 2024-11-07 | PreparationDt |
| 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 |
| Principal Officer | KIM KECK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 E RANDOLPH STREET | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $840,274,903 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | BCBS.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1948 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | THE ORGANIZATION'S TAX EXEMPT PURPOSE IS PROMOTING THROUGH INDEPENDENT BLUE CROSS AND BLUE SHIELD MEMBER PLANS, THE COMMON GOOD AND GENERAL WELFARE OF THE COMMUNITY BY FOSTERING BROADBASED HEALTH INSURANCE COVERAGE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 34 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 33 | VotingMembersIndependentCnt |
| Total Employee | 1363 | TotalEmployeeCnt |
| Total Volunteers | 33 | TotalVolunteersCnt |
| Total Gross UBI | $7,893,211 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $749,218,628 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $811,173,913 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,275,288 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,320,484 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,297,609 | PYOtherRevenueAmt |
| CY Other Revenue | $2,629,151 | CYOtherRevenueAmt |
| PY Total Revenue | $755,791,525 | PYTotalRevenueAmt |
| CY Total Revenue | $819,123,548 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,000,585 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $252,208,107 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $273,000,689 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $445,726,502 | PYOtherExpensesAmt |
| CY Other Expenses | $522,974,960 | CYOtherExpensesAmt |
| PY Total Expenses | $697,934,609 | PYTotalExpensesAmt |
| CY Total Expenses | $797,976,234 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $57,856,916 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $21,147,314 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,027,832,993 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,126,787,082 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $747,444,098 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $809,648,702 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $280,388,895 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $317,138,380 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE ASSOCIATION SERVES ITS MEMBERSHIP CONSISTING OF INDEPENDENT BLUE CROSS AND BLUE SHIELD MEMBER PLANS THAT OPERATE WITHIN SPECIFIC GEOGRAPHIC SERVICE AREAS. THE ASSOCIATION PROVIDES A VARIETY OF SERVICES TO MEMBER PLANS AND COORDINATES GOVERNMENT SERVICES, SUCH AS THE CONTRACT UNDER THE FEDERAL EMPLOYEE HEALTH BENEFIT PROGRAM (FEP), WHICH IS THE CORE OF THE ORGANIZATION'S EXEMPT PURPOSE OF PROMOTING THE COMMON GOOD AND GENERAL WELFARE OF THE COMMUNITY BY FOSTERING BROADBASED HEALTH INSURANCE COVERAGE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $332,562,861 | ExpenseAmt |
| Revenue | $333,284,976 | RevenueAmt |
| Desc | THE BLUE CROSS AND BLUE SHIELD ASSOCIATION'S FEDERAL EMPLOYEE PROGRAM (FEP) ADMINISTERS THE BLUE CROSS AND BLUE SHIELD SERVICE BENEFIT PLAN. APPROXIMATELY 67.2 PERCENT OF ALL FEDERAL EMPLOYEES AND RETIREES WHO RECEIVED THEIR HEALTH CARE BENEFITS THROUGH THE GOVERNMENT'S FEDERAL EMPLOYEES' HEALTH BENEFITS PROGRAM (FEHBP) ARE MEMBERS OF THE SERVICE BENEFIT PLAN RECEIVING HEALTH COVERAGE THROUGH MEMBER PLANS. THE SERVICE BENEFIT PLAN HAS BEEN PART OF THE FEHBP SINCE ITS INCEPTION IN 1960 AND IS THE LARGEST PLAN IN THE PROGRAM. 2023 WAS ANOTHER STRONG YEAR FOR THE BLUE CROSS AND BLUE SHIELD FEDERAL EMPLOYEE PROGRAM (FEP), BLUE CROSS BLUE SHIELD FEP DENTAL AND BLUE CROSS BLUE SHIELD FEP VISION. WE ATTAINED HISTORIC LEVELS OF ACHIEVEMENT ON SEVERAL BUSINESS METRICS: ENROLLMENT OF OVER 5.6 MILLION MEMBERS AND A RECORD 38 CONSECUTIVE YEARS OF OPEN SEASON ENROLLMENT GROWTH, AND RETENTION REMAINS AT A HIGH-LEVEL AT 99.3 PERCENT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $139,709,705 | ExpenseAmt |
| Grant | $2,000,585 | GrantAmt |
| Revenue | $135,910,498 | RevenueAmt |
| Desc | AS AN ASSOCIATION OF MEMBER PLANS, THE ASSOCIATION COORDINATES ADVERTISING AND COMMUNICATION PROGRAMS, PROVIDING POLICY AND REPRESENTATION OF MEMBER INTERESTS, MONITORS AND FOSTERS THE FINANCIAL STABILITY OF ALL THE PLANS AND SUPPORTS THE ABILITY OF THE PLANS TO OPERATE EFFICIENTLY BY PROVIDING CONFERENCES, CONSULTING AND MISCELLANEOUS SERVICES TO THE PLANS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $231,797,578 | ExpenseAmt |
| Revenue | $232,108,935 | RevenueAmt |
| Desc | THE BLUECARD PROGRAM ENABLES BLUE PLAN MEMBERS TO RECEIVE THE BENEFITS OF THEIR INSURANCE CONTRACTS WHILE TRAVELING OR LIVING IN ANOTHER MEMBER PLAN'S GEOGRAPHIC SERVICE AREA. THROUGH BLUECARD, BLUE PLAN MEMBERS ARE GIVEN SEAMLESS NATIONAL ACCESS TO PHYSICIANS AND HOSPITALS THAT PARTICIPATE IN BLUE NETWORKS. ADDITIONALLY, THE PROGRAM LINKS PARTICIPATING HEALTHCARE PROVIDERS WITH THE INDEPENDENT BLUE CROSS AND BLUE SHIELD PLANS THROUGH A SINGLE ELECTRONIC NETWORK FOR CLAIMS PROCESSING AND REIMBURSEMENT. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $68,999,120 | ExpenseAmt |
| Revenue | $104,605,443 | RevenueAmt |
| Desc | THE ASSOCIATION PROVIDES OPTIONAL CONSULTING SERVICES AND OTHER MISCELLANEOUS PROJECTS; OPERATION OF THE NATIONAL EMPLOYEE BENEFITS ADMINISTRATION PROGRAM THAT PROVIDES A COMPREHENSIVE GROUP PACKAGE OF EMPLOYEE BENEFITS PROGRAMS TO THE PLANS; A CLOSED PRIVATE, WIDE AREA NETWORK THAT LINKS THE COMPUTER AND INFORMATION RESOURCES OF THE PLANS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $68,999,120 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $104,605,443 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $773,069,264 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | Yes (1) | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 388 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1363 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 34 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 33 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRAD LUBRANT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3122976369 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 E RANDOLPH STREET | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (79 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| KIM KECK | |||||||||
| PRESIDENT AND CEO | 40.00 | 0.00 | Yes (X) | Yes (X) | $4,374,499 | $0 | $1,666,916 | ||
| MATT ALL | |||||||||
| BOARD MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CURTIS BARNETT | |||||||||
| BOARD MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GAIL BOUDREAUX | |||||||||
| BOARD MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAN CONRAD | |||||||||
| BOARD MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GREGORY DEAVENS | |||||||||
| BOARD MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DANA ERICKSON | |||||||||
| BOARD MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DON GEORGE | |||||||||
| BOARD MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PATRICK GERAGHTY | |||||||||
| BOARD MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DIANE GORE | |||||||||
| BOARD MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVE GRANDFIELD | |||||||||
| BOARD MEMBER (END 06/25/23) | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CORY HARRIS | |||||||||
| BOARD MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JD HICKEY | |||||||||
| BOARD MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID HOLMBERG | |||||||||
| BOARD MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SARAH ISELIN | |||||||||
| BOARD MEMBER (START 1/1/23) | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PAM KEHALY | |||||||||
| BOARD MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DANIEL LOEPP | |||||||||
| BOARD MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CHARLENE MAHER | |||||||||
| BOARD MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL MARKOVICH | |||||||||
| BOARD MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL MIZEUR | |||||||||
| BOARD MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK MUGIISHI | |||||||||
| BOARD MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN PIENINCK | |||||||||
| BOARD MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| M CAROL PIGOTT | |||||||||
| BOARD MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES REED | |||||||||
| BOARD MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY ROE | |||||||||
| BOARD MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFF RUSSELL | |||||||||
| BOARD MEMBER (START 06/26/23) | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK RUSZCZYK | |||||||||
| BOARD MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TODD SHAMASH | |||||||||
| BOARD MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JARED SHORT | |||||||||
| BOARD MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MAURICE SMITH | |||||||||
| BOARD MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TUNDE SOTUNDE | |||||||||
| BOARD MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GARY ST HILAIRE | |||||||||
| BOARD MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ERIN STUCKY | |||||||||
| BOARD MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DR STEVEN UDVARHELYI | |||||||||
| BOARD MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TIM VINES | |||||||||
| BOARD MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARTHA WOFFORD | |||||||||
| BOARD MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JENNIFER VACHON | |||||||||
| EXECUTIVE VICE PRESIDENT | 40.00 | 0.00 | Yes (X) | $1,829,407 | $0 | $296,343 | |||
| SEAN ROBBINS | |||||||||
| EXECUTIVE VICE PRESIDENT | 40.00 | 0.00 | Yes (X) | $1,357,164 | $0 | $363,246 | |||
| KARI HEDGES | |||||||||
| SENIOR VICE PRESIDENT | 40.00 | 0.00 | Yes (X) | $1,134,849 | $0 | $183,704 | |||
| LACHLAN TIDMARSH | |||||||||
| SENIOR VICE PRESIDENT | 40.00 | 0.00 | Yes (X) | $1,058,098 | $0 | $163,538 | |||
| WILLIAM NEHS | |||||||||
| SENIOR VICE PRESIDENT | 40.00 | 0.00 | Yes (X) | $1,006,003 | $0 | $185,080 | |||
| ADAM MYERS | |||||||||
| SENIOR VP & CCTO (END 04/03/23) | 40.00 | 0.00 | Yes (X) | $991,850 | $0 | $41,248 | |||
| CHRISTINA FISHER | |||||||||
| EXECUTIVE VICE PRESIDENT & CFO | 40.00 | 0.00 | Yes (X) | $915,677 | $0 | $222,222 | |||
| LYNN MERRITT | |||||||||
| SVP AND CHIEF HR OFFICER | 40.00 | 0.00 | Yes (X) | $806,728 | $0 | $86,833 | |||
| JOHN BANTA | |||||||||
| VP INVESTMENTS & NEBA | 40.00 | 0.00 | Yes (X) | $711,735 | $0 | $330,639 | |||
| MARK TALLUTO | |||||||||
| VICE PRESIDENT | 40.00 | 0.00 | Yes (X) | $711,349 | $0 | $95,433 | |||
| CHRISTOPHER LUGO | |||||||||
| VP & CHIEF INFO SEC OFFICER | 40.00 | 0.00 | Yes (X) | $668,245 | $0 | $151,419 | |||
| DAVID MERRITT | |||||||||
| SVP POLICY AND ADVOCACY | 40.00 | 0.00 | Yes (X) | $616,812 | $0 | $89,058 | |||
| DAVID YODER | |||||||||
| SVP FEDERAL EMPLOYEE PROGRAM | 40.00 | 0.00 | Yes (X) | $562,640 | $0 | $130,794 | |||
| RICHARD CULLEN | |||||||||
| VICE PRESIDENT | 40.00 | 0.00 | Yes (X) | $533,981 | $0 | $76,659 | |||
| KELLY WILLIAMS | |||||||||
| VICE PRESIDENT | 40.00 | 0.00 | Yes (X) | $529,295 | $0 | $96,580 | |||
| KRIS HALTMEYER | |||||||||
| VICE PRESIDENT | 40.00 | 0.00 | Yes (X) | $520,934 | $0 | $98,897 | |||
| KEYSHA BROOKS-COLEY | |||||||||
| VICE PRESIDENT ADVOCACY | 40.00 | 0.00 | Yes (X) | $500,757 | $0 | $55,549 | |||
| ERIN BARNEY | |||||||||
| VICE PRESIDENT | 40.00 | 0.00 | Yes (X) | $493,691 | $0 | $102,247 | |||
| ERIC WILKERSON | |||||||||
| VP STRATEGY PSHIP & DEVELOPMENT | 40.00 | 0.00 | Yes (X) | $478,118 | $0 | $92,385 | |||
| ANURAG VOLETI | |||||||||
| VICE PRESIDENT (END 12/29/23) | 40.00 | 0.00 | Yes (X) | $469,970 | $0 | $91,279 | |||
| MELISSA MASIELLO ROTUNNO | |||||||||
| VICE PRESIDENT | 40.00 | 0.00 | Yes (X) | $436,567 | $0 | $77,240 | |||
| KATIE MCBREEN | |||||||||
| VICE PRESIDENT | 40.00 | 0.00 | Yes (X) | $431,196 | $0 | $101,935 | |||
| JOHN JOYCE JR | |||||||||
| VICE PRESIDENT | 40.00 | 0.00 | Yes (X) | $418,989 | $0 | $93,734 | |||
| REBECCA D'AMICO | |||||||||
| VICE PRESIDENT | 40.00 | 0.00 | Yes (X) | $406,271 | $0 | $62,366 | |||
| REED MELTON | |||||||||
| VICE PRESIDENT (END 12/29/23) | 40.00 | 0.00 | Yes (X) | $393,666 | $0 | $65,418 | |||
| ANSHUMAN CHOUDHRI | |||||||||
| VICE PRESIDENT | 40.00 | 0.00 | Yes (X) | $384,976 | $0 | $60,830 | |||
| BRAD LUBRANT | |||||||||
| VICE PRESIDENT | 40.00 | 0.00 | Yes (X) | $371,606 | $0 | $94,563 | |||
| SONDRA IMPERATI | |||||||||
| VICE PRESIDENT | 40.00 | 0.00 | Yes (X) | $252,894 | $0 | $49,109 | |||
| JEFFREY BERTA | |||||||||
| VICE PRESIDENT (END 1/31/23) | 40.00 | 0.00 | Yes (X) | $212,371 | $0 | $37,173 | |||
| BRIAN BAUER | |||||||||
| VP APP. SOLUTIONS (START 7/3/23) | 40.00 | 0.00 | Yes (X) | $192,213 | $0 | $53,041 | |||
| RAZIA HASHMI | |||||||||
| VICE PRESIDENT (START 9/29/23) | 40.00 | 0.00 | Yes (X) | $107,534 | $0 | $15,614 | |||
| DENISE SCHOFIELD | |||||||||
| ED DATA STRATEGY | 40.00 | 0.00 | $374,239 | $0 | $11,926 | Yes (X) | |||
| PATRICIA TAYLOR | |||||||||
| ED IT INFO ENTERPRISE ARCHITECTURE | 40.00 | 0.00 | $358,200 | $0 | $22,111 | Yes (X) | |||
| JAMES BARKACH | |||||||||
| ED STRATEGIC SRVCS GROUP PURCHASING | 40.00 | 0.00 | $345,583 | $0 | $42,251 | Yes (X) | |||
| CATHERINE LEVENTIS | |||||||||
| CHIEF GROWTH OFFICER | 40.00 | 0.00 | $342,167 | $0 | $19,628 | Yes (X) | |||
| DARIN ROTHERT | |||||||||
| ED FEP PROGRAM INTEGRITY | 40.00 | 0.00 | $328,060 | $0 | $45,212 | Yes (X) | |||
| WILLIAM BRESKIN | |||||||||
| FORMER SENIOR VP (END 12/31/22) | 0.00 | 0.00 | $430,910 | $0 | $35,020 | Yes (X) | |||
| JUSTINE HANDELMAN | |||||||||
| FORMER SENIOR VP (END 6/16/22) | 0.00 | 0.00 | $162,500 | $0 | $0 | Yes (X) | |||
| JULIE KOEWLER | |||||||||
| FORMER VICE PRESIDENT (END 12/20/22) | 0.00 | 0.00 | $117,312 | $0 | $22,806 | Yes (X) | |||
| MAUREEN SULLIVAN | |||||||||
| FORMER SENIOR VICE PRESIDENT | 0.00 | 0.00 | $237,722 | $0 | $17,977 | Yes (X) | |||
| ROBERT KOLODGY | |||||||||
| FORMER EXECUTIVE VP (END 10/31/21) | 0.00 | 0.00 | $146,114 | $0 | $0 | Yes (X) | |||
| SCOTT SEROTA | |||||||||
| FORMER PRESIDENT & CEO (END 1/4/21) | 40.00 | 0.00 | $154,652 | $0 | $0 | Yes (X) | |||
| JODY VOSS | |||||||||
| FORMER VICE PRESIDENT (END 2018) | 40.00 | 0.00 | $185,616 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $27,063,160 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $5,548,023 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1052 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UST GLOBAL INC | |||||
| 5 POLARIS WAY | ALISO VIEJO | CA | 92656 | INFORMATION TECHNOLOGY | $39,862,079 |
| CRAVATH SWAINE & MOORE LLP | |||||
| WORLD WIDE PLACE 825 EIGTH AVE | NEW YORK | NY | 10019 | LEGAL SERVICES | $32,469,161 |
| INFOSYS PUBLIC HEALTH SERVICES INC | |||||
| 800 KING FARM BLVD STE 505 | ROCKVILLE | MD | 20850 | BUSINESS CONSULTING | $17,696,989 |
| BEELINE SETTLEMENT COMPANY | |||||
| 12724 GRAN BAY PKWY WEST STE 200 | JACKSONVILLE | FL | 32258 | TECHNICAL CONSULTING SERVICES | $11,939,802 |
| TECH MAHINDRA TECHNOLOGIES INC | |||||
| 4965 PRESTON PK BLVD STE 500 | PLANO | TX | 75093 | INFORMATION TECHNOLOGY | $10,219,711 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 170 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| FEDERAL EMPLOYEE PRGM | 900099 | $333,284,976 | $333,284,976 | |
| BLUECARD | 900099 | $232,108,935 | $232,108,935 | |
| OTHER SERVICES | 900099 | $141,174,559 | $135,910,499 | $5,264,060 |
| FEE FOR SERVICES | 900099 | $71,907,234 | $71,907,234 | |
| BLUESNET | 900099 | $19,973,971 | $19,973,971 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,724,238 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,724,238 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $811,173,913 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,968,463 | TotalRevenueColumnAmt |
| Exclusion | $7,968,463 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,206,186 | SecuritiesAmt |
| Other | $297,190 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $20,002,500 | SecuritiesAmt |
| Other | $1,148,855 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$1,796,314 | SecuritiesAmt |
| Other | -$851,665 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,647,979 | TotalRevenueColumnAmt |
| Exclusion | -$2,647,979 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 INCOME | Desc |
| Total Revenue Column | $2,629,151 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $2,629,151 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,629,151 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $819,123,548 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $805,909,853 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $7,893,211 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,320,484 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,000,585 | TotalAmt |
| Program Services | $2,000,585 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,091,699 | TotalAmt |
| Program Services | $18,563,669 | ProgramServicesAmt |
| Management And General | $6,528,030 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165,524 | TotalAmt |
| Management And General | $165,524 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $191,758,975 | TotalAmt |
| Program Services | $186,311,247 | ProgramServicesAmt |
| Management And General | $5,447,728 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,057,536 | TotalAmt |
| Program Services | $12,057,536 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,310,803 | TotalAmt |
| Program Services | $25,667,561 | ProgramServicesAmt |
| Management And General | $3,643,242 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,616,152 | TotalAmt |
| Program Services | $14,082,112 | ProgramServicesAmt |
| Management And General | $534,040 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,648,762 | TotalAmt |
| Program Services | $37,571,865 | ProgramServicesAmt |
| Management And General | $76,897 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,687,676 | TotalAmt |
| Program Services | $1,687,676 | ProgramServicesAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,906,320 | TotalAmt |
| Program Services | $3,906,320 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $288,687,569 | TotalAmt |
| Program Services | $284,894,820 | ProgramServicesAmt |
| Management And General | $3,792,749 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,519,414 | TotalAmt |
| Program Services | $16,519,414 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,609,766 | TotalAmt |
| Program Services | $10,480,074 | ProgramServicesAmt |
| Management And General | $129,692 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,856,444 | TotalAmt |
| Program Services | $90,754,304 | ProgramServicesAmt |
| Management And General | $1,102,140 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,251,556 | TotalAmt |
| Program Services | $18,571,763 | ProgramServicesAmt |
| Management And General | $679,793 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,148,668 | TotalAmt |
| Program Services | $5,812,457 | ProgramServicesAmt |
| Management And General | $336,211 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,428,895 | TotalAmt |
| Program Services | $5,609,156 | ProgramServicesAmt |
| Management And General | $819,739 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,865,626 | TotalAmt |
| Program Services | $24,409,199 | ProgramServicesAmt |
| Management And General | $456,427 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,612,092 | TotalAmt |
| Program Services | $7,459,166 | ProgramServicesAmt |
| Management And General | $152,926 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEMBERSHIP & SPONSORSHI | $6,802,278 | $6,099,528 | $702,750 |
| BOOKS & PERIODICALS | $623,457 | $610,812 | $12,645 |
| CONTRIBUTIONS - GENERAL | $326,437 | $326,437 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $797,976,234 | TotalAmt |
| Program Services | $773,069,264 | ProgramServicesAmt |
| Management And General | $24,906,970 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,672,849 | BOYAmt |
| EOY | $1,185,830 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $643,531,678 | BOYAmt |
| EOY | $574,830,383 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,221,228 | BOYAmt |
| EOY | $123,271,577 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,826,043 | BOYAmt |
| EOY | $33,843,481 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $104,028,556 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $51,939,893 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,945,756 | BOYAmt |
| EOY | $52,088,663 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $170,339,939 | BOYAmt |
| EOY | $142,891,075 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,756,157 | BOYAmt |
| EOY | $62,045,022 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,539,343 | BOYAmt |
| EOY | $136,631,051 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,027,832,993 | BOYAmt |
| EOY | $1,126,787,082 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,129,684 | BOYAmt |
| EOY | $252,808,106 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,338,418 | BOYAmt |
| EOY | $1,010,292 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $589,188,537 | BOYAmt |
| EOY | $471,483,162 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,787,459 | BOYAmt |
| EOY | $84,347,142 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $747,444,098 | BOYAmt |
| EOY | $809,648,702 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $280,388,895 | BOYAmt |
| EOY | $317,138,380 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $280,388,895 | BOYAmt |
| EOY | $317,138,380 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,027,832,993 | BOYAmt |
| EOY | $1,126,787,082 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $21,147,314 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $8,083,591 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $7,518,580 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | $608,346 | PoliticalExpendituresAmt |
| Internal Funds Contributed | $350,000 | InternalFundsContributedAmt |
| Total Exempt Function Expend | $350,000 | TotalExemptFunctionExpendAmt |
| Form1120 POL Filed | Yes (1) | Form1120POLFiledInd |
Section527 Political Org Section527PoliticalOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Paid Internal FundsPaidInternalFundsAmt |
|---|---|---|---|---|---|
| DEMOCRATIC GOVERNORS ASSOCIATION | |||||
| 1401 K STREET NW | WASHINGTON | DC | 20005 | 521304889 | $150,000 |
| REPUBLICAN GOVERNORS ASSOCIATION | |||||
| 1747 PENNSYLVANIA AVE | WASHINGTON | DC | 20006 | 113655877 | $150,000 |
| REPUBLICAN ATTORNEYS GENERAL ASSOCIATION | |||||
| 1747 PENNSYLVANIA AVE | WASHINGTON | DC | 20006 | 464501717 | $25,000 |
| DEMOCRATIC ATTORNEYS GENERAL ASSOCIATION | |||||
| 1580 LINCOLN ST | DENVER | CO | 80203 | 134220019 | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
| Dues Assessments | $102,000,000 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $9,035,240 | NonDeductibleLbbyngPltclCYAmt |
| Non Deductible Lbbyng Pltcl Tot | $9,035,240 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $9,035,240 | AggregateReportedDuesNtcAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I-A, LINE 1: | FormAndLineReferenceDesc |
| Explanation | THE AMOUNT OF DIRECTLY EXPENDED BY THE FILING ORG FOR SECTION 527 EXEMPT FUNCTION ACTIVITIES AND THE FILING ORG FUNDS CONTRIBUTED TO OTHER ORGS FOR SECTION 527 EXEMPT FUNCTION ACTIVITIES. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $33,661,085 | OtherCostOrOtherBasisAmt |
| Depreciation | $194,747 | DepreciationAmt |
| Book Value | $33,466,338 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $63,450,632 | OtherCostOrOtherBasisAmt |
| Depreciation | $50,283,848 | DepreciationAmt |
| Book Value | $13,166,784 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,916,839 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,461,298 | DepreciationAmt |
| Book Value | $5,455,541 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $52,088,663 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| NON-PUBLIC MUTUAL FUNDS | $16,566,507 | C |
| EXCHANGE TRADED FUNDS | $112,520,132 | C |
| INVEST. IN AFFILIATES >5% | $13,593,436 | C |
| 206,839 COMMON, BCS INSR. CORP. | $211,000 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $142,891,075 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (7 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| RIGHT OF USE ASSET | $47,642,914 |
| POST RETIREMENT ASSETS | $46,955,298 |
| NOTE RECEIVABLE | $23,678,329 |
| INVESTMENT - BCBSI | $13,344,165 |
| LT PREPAID EXPENSES | $2,951,721 |
| COMPUTER SOFTWARE | $2,056,568 |
| OTHER ASSETS | $2,056 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $136,631,051 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| LONG-TERM LEASE LIABILITY | $76,275,670 |
| LONG-TERM LEASE INCENTIVES | $5,368,598 |
| SHORT TERM LEASE LIABILITY | $2,417,124 |
| RETENTION BENEFIT | $285,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $84,347,142 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | ESCROW & CUSTODIAL ARRANGEMENTS THE ASSOCIATION HOLDS FUNDS AS AGENT FOR ITS MEMBER PLANS UNDER ARRANGEMENTS COVERING ITS BLUE CARD AND FEDERAL EMPLOYEE PROGRAM. |
| PART X, LINE 2: | FIN 48 (ASC 740) FOOTNOTE THE ASSOCIATION RECORDS UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH FASB ASC 740 INCOME TAXES ON THE BASIS OF A TWO-STEP PROCESS IN WHICH (1) IT DETERMINES WHETHER IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON THE BASIS OF THE TECHNICAL MERITS OF THE POSITION AND (2) FOR THOSE TAX POSITIONS THAT MEET THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD, IT RECOGNIZES THE LARGEST AMOUNT OF TAX BENEFIT THAT IS MORE THAN 50 PERCENT LIKELY TO BE REALIZED UPON ULTIMATE SETTLEMENT WITH THE RELATED TAX AUTHORITY. THE ASSOCIATION DOES NOT BELIEVE THERE ARE ANY UNCERTAIN TAX POSITIONS THAT SHOULD BE RECORDED WITHIN THE CONSOLIDATED FINANCIAL STATEMENTS AS OF DECEMBER 31, 2023 OR 2022. NO INTEREST OR PENALTIES WERE RECORDED OR INCLUDED WITHIN THE CONSOLIDATED STATEMENTS OF ACTIVITIES FOR THE YEARS ENDED DECEMBER 31, 2023 OR 2022. AS OF DECEMBER 31, 2023, THE ASSOCIATION IS OPEN TO EXAMINATION BY TAXING AUTHORITIES FOR TAX YEARS 2020 AND FORWARD. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (27 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| BOYS & GIRLS CLUB | ||||||||
| 1275 PEACHTREE ST NE | ATLANTA | GA | 30309 | 135562976 | 501(C)(3) | $500,000 | $0 | GENERAL SUPPORT |
| PARTNERSHIP FOR AMERICA'S HEALTHCARE FUTURE (PAHCF) | ||||||||
| 777 6TH STREET NW 8TH FLOOR | WASHINGTON | DC | 20001 | 830939222 | 501(C)(3) | $200,000 | $0 | GENERAL SUPPORT |
| FEDERAL EMPLOYEE EDUCATION & ASSISTANCE FUNDS | ||||||||
| 1641 PRINCE STREET | ALEXANDRIA | VA | 22314 | 521465583 | 501(C)(3) | $171,000 | $0 | GENERAL SUPPORT |
| AMERICA'S HEALTH INSURANCE PLANS (AHIP) (COALITION AGAINST SURPRISE MEDICAL | ||||||||
| 601 PA AVE NW BLD 500 | WASHINGTON | DC | 20004 | 362087641 | 501(C)(3) | $125,000 | $0 | GENERAL SUPPORT |
| AMERICAN ACTION FORUM | ||||||||
| 1747 PENNSLYVANIA AV NW STE 5 | WASHINGTON | DC | 20006 | 270567765 | 501(C)(3) | $100,000 | $0 | GENERAL SUPPORT |
| ONE NATION INC | ||||||||
| 15405 JOHN MARSHALL HWY | HAYMARKET | VA | 20169 | 271937961 | 501(C)(3) | $100,000 | $0 | GENERAL SUPPORT |
| ALLIANCE TO FIGHT THE FORTY (AKA ALLIANCE TO FIGHT FOR HEALTH CARE) | ||||||||
| 1501 M ST NW ST 600 | WASHINGTON | DC | 20005 | 811362774 | 501(C)(3) | $100,000 | $0 | GENERAL SUPPORT |
| MAJORITY FORWARD | ||||||||
| 700 13TH ST NW STE 600 | WASHINGTON | DC | 20005 | 834185105 | 501(C)(3) | $100,000 | $0 | GENERAL SUPPORT |
| THE FOUNDATION OF RESEARCH ON EQUAL OPPORTUNITY (FREOPP) | ||||||||
| 201 W 5TH ST STE 1100 | AUSTIN | TX | 78701 | 812699310 | 501(C)(3) | $100,000 | $0 | GENERAL SUPPORT |
| BLUE CROSS BLUE SHIELD FOUNDATION | ||||||||
| 225 N MICHIGAN AVE | CHICAGO | IL | 60601 | 237164980 | 501(C)(3) | $50,054 | $0 | GENERAL SUPPORT |
| NATIONAL GOVERNORS ASSOCIATION FOR BEST PRACTICES | ||||||||
| 444 N CAPITOL ST STE 267 | WASHINGTON | DC | 20001 | 237391796 | 501(C)(3) | $100,000 | $0 | GENERAL SUPPORT |
| AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH | ||||||||
| 1789 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20036 | 530218495 | 501(C)(3) | $50,000 | $0 | GENERAL SUPPORT |
| BC AND BS FOUNDATION ON HEALTH CARE | ||||||||
| 200 E RANDOLPH STREET | CHICAGO | IL | 60601 | 237164980 | 501(C)(3) | $50,000 | $0 | GENERAL SUPPORT |
| THE ARC OF PG COUNTY | ||||||||
| 1401 MCCORMICK DR | LARGO | MD | 20774 | 520715246 | 501(C)(3) | $43,500 | $0 | GENERAL SUPPORT |
| AMERICAN ACADEMY OF FAMILY PHYSICIANS | ||||||||
| 11400 TOMAHAWK CREEK PKWY | LEAWOOD | KS | 66211 | 440536051 | 501(C)(3) | $25,000 | $0 | GENERAL SUPPORT |
| GARDENEERS | ||||||||
| 3414 W ROOSEVELT RD FL 2 | CHICAGO | IL | 60624 | 464651665 | 501(C)(3) | $25,000 | $0 | GENERAL SUPPORT |
| MARCH OF DIMES | ||||||||
| 1550 CRYSTAL DR STE 1300 | ARLINGTON | VA | 22202 | 131846366 | 501(C)(3) | $25,000 | $0 | GENERAL SUPPORT |
| BLESSINGS IN A BACKPACK | ||||||||
| 4121 SHELBYVILLE ROAD | LOUISVILLE | KY | 40207 | 261964620 | 501(C)(3) | $24,500 | $0 | GENERAL SUPPORT |
| UNION LEAGUE BOYS AND GIRLS CLUB | ||||||||
| 65 W JACKSON BLVD | CHICAGO | IL | 60604 | 362167939 | 501(C)(3) | $20,000 | $0 | GENERAL SUPPORT |
| NOURISHING HOPE | ||||||||
| 1716 W HUBBARD ST | CHICAGO | IL | 60622 | 362734184 | 501(C)(3) | $15,000 | $0 | GENERAL SUPPORT |
| CRADLES TO CRAYONS | ||||||||
| 281 NEWTONVILLE AVE | NEWTONVILLE | MA | 02460 | 043584367 | 501(C)(3) | $12,500 | $0 | GENERAL SUPPORT |
| GREATER CHICAGO FOOD DEPOSITORY | ||||||||
| 4100 W ANN LURIE PL | CHICAGO | IL | 60632 | 362971864 | 501(C)(3) | $10,000 | $0 | GENERAL SUPPORT |
| PACIFIC GARDEN MISSION | ||||||||
| 1458 S CANAL ST | CHICAGO | IL | 60607 | 362445391 | 501(C)(3) | $10,000 | $0 | GENERAL SUPPORT |
| YMCA | ||||||||
| 1030 W VAN BUREN ST | CHICAGO | IL | 60607 | 362179782 | 501(C)(3) | $10,000 | $0 | GENERAL SUPPORT |
| COUNCIL FOR NATIVE HAWAIIAN ADVANCEMENT | ||||||||
| 91-1270 KINOIKI ST BLDG 1 | KAPOLEI | HI | 96707 | 910313383 | 501(C)(3) | $10,000 | $0 | GENERAL SUPPORT |
| ESCALENT | ||||||||
| PO BOX 315 | ESCALANTE | UT | 84726 | 870623440 | 501(C)(3) | $9,000 | $0 | GENERAL SUPPORT |
| NURSES ORGANIZATION OF VETERAN | ||||||||
| 1120 ROUTE 73 200 | MOUNT LAUREL | NJ | 08504 | 363097164 | 501(C)(3) | $7,500 | $0 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 27 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | BCBSA MANAGEMENT SELECTS ORGANIZATIONS THAT FURTHER THE BCBSA'S TAX-EXEMPT PURPOSE OF PROMOTING, THROUGH INDEPENDENT BLUE CROSS BLUE SHIELD MEMBER PLANS, THE COMMON GOOD AND GENERAL WELFARE OF THE COMMUNITY, INCLUDING FOSTERING BROAD-BASED HEALTH INSURANCE COVERAGE. BCBSA MANAGEMENT IDENTIFIES ORGANIZATIONS ON A DISCRETIONARY BASIS AND CONFIRMS WITH ALL RECIPIENTS THAT CONTRIBUTIONS ARE EXPENDED. BCBSA MANAGEMENT DOES NOT MAKE RESTRICTIVE GRANTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (43 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KIM KECK | ||||||||||||||
| PRESIDENT AND CEO | $1,482,893 | $0 | $2,873,900 | $0 | $17,706 | $0 | $1,630,064 | $0 | $36,852 | $0 | $6,041,415 | $0 | $0 | $0 |
| JENNIFER VACHON | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $705,981 | $0 | $1,119,400 | $0 | $4,026 | $0 | $257,296 | $0 | $39,047 | $0 | $2,125,750 | $0 | $154,600 | $0 |
| SEAN ROBBINS | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $662,613 | $0 | $690,900 | $0 | $3,651 | $0 | $322,742 | $0 | $40,504 | $0 | $1,720,410 | $0 | $0 | $0 |
| KARI HEDGES | ||||||||||||||
| SENIOR VICE PRESIDENT | $477,405 | $0 | $654,800 | $0 | $2,644 | $0 | $147,236 | $0 | $36,468 | $0 | $1,318,553 | $0 | $78,500 | $0 |
| LACHLAN TIDMARSH | ||||||||||||||
| SENIOR VICE PRESIDENT | $449,792 | $0 | $606,000 | $0 | $2,306 | $0 | $124,592 | $0 | $38,946 | $0 | $1,221,636 | $0 | $70,300 | $0 |
| WILLIAM NEHS | ||||||||||||||
| SENIOR VICE PRESIDENT | $562,117 | $0 | $439,300 | $0 | $4,586 | $0 | $153,641 | $0 | $31,439 | $0 | $1,191,083 | $0 | $101,900 | $0 |
| CHRISTINA FISHER | ||||||||||||||
| EXECUTIVE VICE PRESIDENT & CFO | $569,975 | $0 | $343,100 | $0 | $2,602 | $0 | $192,677 | $0 | $29,545 | $0 | $1,137,899 | $0 | $0 | $0 |
| JOHN BANTA | ||||||||||||||
| VP INVESTMENTS & NEBA | $344,617 | $0 | $359,000 | $0 | $8,118 | $0 | $292,649 | $0 | $37,990 | $0 | $1,042,374 | $0 | $237,700 | $0 |
| ADAM MYERS | ||||||||||||||
| SENIOR VP & CCTO (END 04/03/23) | $310,337 | $0 | $372,610 | $0 | $308,903 | $0 | $16,500 | $0 | $24,748 | $0 | $1,033,098 | $0 | $133,210 | $0 |
| LYNN MERRITT | ||||||||||||||
| SVP AND CHIEF HR OFFICER | $446,174 | $0 | $359,900 | $0 | $654 | $0 | $85,514 | $0 | $1,319 | $0 | $893,561 | $0 | $0 | $0 |
| CHRISTOPHER LUGO | ||||||||||||||
| VP & CHIEF INFO SEC OFFICER | $432,265 | $0 | $235,500 | $0 | $480 | $0 | $116,405 | $0 | $35,014 | $0 | $819,664 | $0 | $0 | $0 |
| MARK TALLUTO | ||||||||||||||
| VICE PRESIDENT | $375,687 | $0 | $329,100 | $0 | $6,562 | $0 | $66,813 | $0 | $28,620 | $0 | $806,782 | $0 | $36,700 | $0 |
| DAVID MERRITT | ||||||||||||||
| SVP POLICY AND ADVOCACY | $516,020 | $0 | $100,000 | $0 | $792 | $0 | $88,813 | $0 | $245 | $0 | $705,870 | $0 | $0 | $0 |
| DAVID YODER | ||||||||||||||
| SVP FEDERAL EMPLOYEE PROGRAM | $388,952 | $0 | $168,600 | $0 | $5,088 | $0 | $92,710 | $0 | $38,084 | $0 | $693,434 | $0 | $0 | $0 |
| KELLY WILLIAMS | ||||||||||||||
| VICE PRESIDENT | $302,663 | $0 | $225,600 | $0 | $1,032 | $0 | $80,924 | $0 | $15,656 | $0 | $625,875 | $0 | $49,700 | $0 |
| KRIS HALTMEYER | ||||||||||||||
| VICE PRESIDENT | $360,327 | $0 | $157,800 | $0 | $2,807 | $0 | $72,856 | $0 | $26,041 | $0 | $619,831 | $0 | $33,900 | $0 |
| RICHARD CULLEN | ||||||||||||||
| VICE PRESIDENT | $296,461 | $0 | $232,000 | $0 | $5,520 | $0 | $43,322 | $0 | $33,337 | $0 | $610,640 | $0 | $0 | $0 |
| ERIN BARNEY | ||||||||||||||
| VICE PRESIDENT | $345,949 | $0 | $146,100 | $0 | $1,642 | $0 | $72,170 | $0 | $30,077 | $0 | $595,938 | $0 | $0 | $0 |
| ERIC WILKERSON | ||||||||||||||
| VP STRATEGY PSHIP & DEVELOPMENT | $349,586 | $0 | $127,500 | $0 | $1,032 | $0 | $74,778 | $0 | $17,607 | $0 | $570,503 | $0 | $0 | $0 |
| ANURAG VOLETI | ||||||||||||||
| VICE PRESIDENT (END 12/29/23) | $295,110 | $0 | $174,500 | $0 | $360 | $0 | $74,919 | $0 | $16,360 | $0 | $561,249 | $0 | $0 | $0 |
| KEYSHA BROOKS-COLEY | ||||||||||||||
| VICE PRESIDENT ADVOCACY | $289,552 | $0 | $210,300 | $0 | $905 | $0 | $52,065 | $0 | $3,484 | $0 | $556,306 | $0 | $0 | $0 |
| KATIE MCBREEN | ||||||||||||||
| VICE PRESIDENT | $308,656 | $0 | $122,300 | $0 | $240 | $0 | $60,744 | $0 | $41,191 | $0 | $533,131 | $0 | $0 | $0 |
| MELISSA MASIELLO ROTUNNO | ||||||||||||||
| VICE PRESIDENT | $291,493 | $0 | $143,600 | $0 | $1,474 | $0 | $54,074 | $0 | $23,166 | $0 | $513,807 | $0 | $31,200 | $0 |
| JOHN JOYCE JR | ||||||||||||||
| VICE PRESIDENT | $304,005 | $0 | $113,400 | $0 | $1,584 | $0 | $72,856 | $0 | $20,878 | $0 | $512,723 | $0 | $0 | $0 |
| REBECCA D'AMICO | ||||||||||||||
| VICE PRESIDENT | $292,255 | $0 | $113,800 | $0 | $216 | $0 | $52,038 | $0 | $10,328 | $0 | $468,637 | $0 | $0 | $0 |
| BRAD LUBRANT | ||||||||||||||
| VICE PRESIDENT | $270,330 | $0 | $96,900 | $0 | $4,376 | $0 | $54,671 | $0 | $39,892 | $0 | $466,169 | $0 | $0 | $0 |
| WILLIAM BRESKIN | ||||||||||||||
| FORMER SENIOR VP (END 12/31/22) | $50,934 | $0 | $240,200 | $0 | $139,776 | $0 | $35,020 | $0 | $0 | $0 | $465,930 | $0 | $59,200 | $0 |
| REED MELTON | ||||||||||||||
| VICE PRESIDENT (END 12/29/23) | $296,334 | $0 | $95,600 | $0 | $1,732 | $0 | $56,228 | $0 | $9,190 | $0 | $459,084 | $0 | $0 | $0 |
| ANSHUMAN CHOUDHRI | ||||||||||||||
| VICE PRESIDENT | $279,414 | $0 | $103,900 | $0 | $1,662 | $0 | $47,722 | $0 | $13,108 | $0 | $445,806 | $0 | $0 | $0 |
| JAMES BARKACH | ||||||||||||||
| ED STRATEGIC SRVCS GROUP PURCHASING | $272,728 | $0 | $68,500 | $0 | $4,355 | $0 | $16,500 | $0 | $25,751 | $0 | $387,834 | $0 | $0 | $0 |
| DENISE SCHOFIELD | ||||||||||||||
| ED DATA STRATEGY | $279,207 | $0 | $73,500 | $0 | $21,532 | $0 | $11,385 | $0 | $541 | $0 | $386,165 | $0 | $0 | $0 |
| PATRICIA TAYLOR | ||||||||||||||
| ED IT INFO ENTERPRISE ARCHITECTURE | $257,756 | $0 | $73,000 | $0 | $27,444 | $0 | $13,014 | $0 | $9,097 | $0 | $380,311 | $0 | $0 | $0 |
| DARIN ROTHERT | ||||||||||||||
| ED FEP PROGRAM INTEGRITY | $236,522 | $0 | $64,900 | $0 | $26,638 | $0 | $16,500 | $0 | $28,712 | $0 | $373,272 | $0 | $0 | $0 |
| CATHERINE LEVENTIS | ||||||||||||||
| CHIEF GROWTH OFFICER | $162,782 | $0 | $41,250 | $0 | $138,135 | $0 | $8,069 | $0 | $11,559 | $0 | $361,795 | $0 | $0 | $0 |
| SONDRA IMPERATI | ||||||||||||||
| VICE PRESIDENT | $252,383 | $0 | $0 | $0 | $511 | $0 | $19,540 | $0 | $29,569 | $0 | $302,003 | $0 | $0 | $0 |
| MAUREEN SULLIVAN | ||||||||||||||
| FORMER SENIOR VICE PRESIDENT | $0 | $0 | $113,100 | $0 | $124,622 | $0 | $17,977 | $0 | $0 | $0 | $255,699 | $0 | $59,500 | $0 |
| JEFFREY BERTA | ||||||||||||||
| VICE PRESIDENT (END 1/31/23) | $53,639 | $0 | $95,700 | $0 | $63,032 | $0 | $18,139 | $0 | $19,034 | $0 | $249,544 | $0 | $0 | $0 |
| BRIAN BAUER | ||||||||||||||
| VP APP. SOLUTIONS (START 7/3/23) | $151,703 | $0 | $40,000 | $0 | $510 | $0 | $21,371 | $0 | $31,670 | $0 | $245,254 | $0 | $0 | $0 |
| JODY VOSS | ||||||||||||||
| FORMER VICE PRESIDENT (END 2018) | $0 | $0 | $0 | $0 | $185,616 | $0 | $0 | $0 | $0 | $0 | $185,616 | $0 | $185,616 | $0 |
| JUSTINE HANDELMAN | ||||||||||||||
| FORMER SENIOR VP (END 6/16/22) | $0 | $0 | $162,500 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $162,500 | $0 | $62,900 | $0 |
| SCOTT SEROTA | ||||||||||||||
| FORMER PRESIDENT & CEO (END 1/4/21) | $0 | $0 | $0 | $0 | $154,652 | $0 | $0 | $0 | $0 | $0 | $154,652 | $0 | $154,652 | $0 |
| ROBERT KOLODGY | ||||||||||||||
| FORMER EXECUTIVE VP (END 10/31/21) | $0 | $0 | $80,300 | $0 | $65,814 | $0 | $0 | $0 | $0 | $0 | $146,114 | $0 | $80,300 | $0 |
| JULIE KOEWLER | ||||||||||||||
| FORMER VICE PRESIDENT (END 12/20/22) | $17,312 | $0 | $100,000 | $0 | $0 | $0 | $22,806 | $0 | $0 | $0 | $140,118 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | AS AN ORGANIZATION SERVING A SYSTEM OF LOCALLY BASED INDEPENDENT PLANS OFFERING HEALTH INSURANCE IN ALL 50 STATES, DC AND PUERTO RICO, THE ASSOCIATION'S OFFICERS ARE EXPECTED TO MAINTAIN AN UNUSUALLY DEMANDING TRAVEL SCHEDULE. A COMMITTEE OF THE ASSOCIATION'S BOARD COMPRISED OF INDEPENDENT PLAN EXECUTIVES HAS ESTABLISHED CEO TRAVEL POLICIES DESIGNED TO ASSURE THE ORGANIZATION IS ABLE TO MEET THE CEO'S TRAVEL COMMITMENTS, INCLUDING TRAVEL TO UNDERSERVED REGIONAL DESTINATIONS. THESE POLICIES INCLUDE THE USE OF CHARTER AIRCRAFT AND FIRST CLASS TRAVEL ON SCHEDULED COMMERCIAL FLIGHTS UNDER CERTAIN LIMITED CIRCUMSTANCES. THE ASSOCIATION HAS DESIGNED A COMPREHENSIVE FINANCIAL AND SERVICE RELOCATION PROGRAM TO ASSIST RELOCATING EMPLOYEES AND NEW HIRES WITH THE RELOCATION PROCESS. THE ASSOCIATION MAY PROVIDE A TAX GROSS UP ON ALL OR PART OF A RELOCATING EMPLOYEE'S TAXABLE RELOCATION EXPENSES IN ORDER TO ASSIST THE RELOCATING EMPLOYEE OR NEW HIRE FOR NEGATIVE TAX CONSEQUENCES DUE TO TAXATION OF RELOCATION EXPENSE REIMBURSEMENTS. THE EXPENSES ARE REIMBURSED AND INCLUDED IN TAXABLE COMPENSATION, IF APPLICABLE, IN ACCORDANCE WITH THE ASSOCIATION'S POLICY. TO FACILITATE BUSINESS MEETINGS WITH VISITING PLAN OFFICIALS AND OTHERS, AND TO FOSTER SOCIAL INTERACTION SERVING THE INTERESTS OF THE ASSOCIATION AND TO FOSTER THEIR GOOD HEALTH, THE ASSOCIATION REIMBURSES A LUNCHEON CLUB MEMBERSHIP FOR OFFICERS. THE EXPENSES ARE REIMBURSED AND INCLUDED IN TAXABLE COMPENSATION, IF APPLICABLE, IN ACCORDANCE WITH THE ASSOCIATION'S POLICY. |
| PART I, LINE 3 | THE COMPENSATION OF THE CEO AND THE CONTINUED RETENTION OF THAT PROFESSIONAL'S SERVICES ARE APPROVED EACH YEAR BY A COMMITTEE OF THE ASSOCIATION'S BOARD COMPRISED OF INDEPENDENT PLAN EXECUTIVES. THAT COMMITTEE ACTS AFTER DELIBERATIONS BASED UPON ADVICE FROM A QUALIFIED INDEPENDENT COMPENSATION CONSULTING FIRM. THE CONSULTANT'S ADVICE AND THOSE DELIBERATIONS INCLUDE A REVIEW OF THE RESULTS OF THE INDEPENDENT CONSULTANT'S RESEARCH REGARDING COMPENSATION PAID BY OTHER ORGANIZATIONS FOR OFFICERS SERVING IN CAPACITIES COMPARABLE TO THAT OF THE ASSOCIATION'S CEO. EACH YEAR THIS COMMITTEE'S DECISIONS ARE REPORTED TO THE FULL BOARD DURING A REGULARLY SCHEDULED MEETING. THE BOARD DELIBERATES ON BOTH MATTERS. EXTENSION OF THE PERIOD OF THE CEO'S SERVICE REQUIRES ACTION BY THE FULL BOARD. THE COMPENSATION DETERMINATIONS OF THE COMMITTEE STAND APPROVED UNLESS THE BOARD EXERCISES ITS INHERENT PREROGATIVE TO MODIFY THE COMMITTEE'S COMPENSATION DECISIONS. THE SAME COMMITTEE OF INDEPENDENT PLAN EXECUTIVES ANNUALLY RECEIVES THE CEO'S RECOMMENDATIONS REGARDING THE COMPENSATION TO BE PAID TO THE OFFICERS. AS WITH THE CEO'S COMPENSATION, THE DELIBERATIONS OF THIS COMMITTEE AND ITS DECISIONS TO APPROVE OR MODIFY. THE CEO'S COMPENSATION ARE BASED UPON THE RESULTS OF AN INDEPENDENT CONSULTANT'S MARKET RESEARCH REGARDING COMPARABLE OFFICER PAY AND THE INDEPENDENT CONSULTANT'S ADVICE. |
| PART I, LINES 4A-B | FORM 990, SCHEDULE J, PART I, LINE 4A: TWO OFFICERS RECEIVED SEVERANCE PAY DURING 2023: ADAM MYERS - $308,350 CATHERINE LEVENTIS - $137,500 FORM 990, SCHEDULE J, PART I, LINE 4B: THE FOLLOWING INDIVIDUALS RECEIVED A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) PAYMENT: WILLIAM BRESKIN - $139,776 JEFFREY BERTA - $62,167 |
| PART I, LINE 7 | THE ASSOCIATION MAINTAINS AN ASSOCIATION WIDE ANNUAL PERFORMANCE BONUS PROGRAM THAT ASSURES A PORTION OF EMPLOYEE'S ANNUAL COMPENSATION IS CONTINGENT UPON THE ATTAINMENT OF PREAPPROVED ORGANIZATIONAL PERFORMANCE GOALS, AS WEIGHTED BY THE PERFORMANCE MEASUREMENT PROCESS THAT EVALUATES EACH INDIVIDUAL EMPLOYEES'S EFFORTS. OFFICERS, LIKE ALL EMPLOYEES, ARE ELIGIBLE TO PARTICIPATE IN THIS PROGRAM. THE PERFORMANCE GOALS AND THE BUDGET FOR THIS BONUS PROGRAM ARE APPROVED EACH YEAR BY THE ASSOCIATION'S BOARD BASED UPON RECOMMENDATIONS FROM A BOARD COMMITTEE CONSISTING OF INDEPENDENT PLAN EXECUTIVES. MOREOVER, THE PERFORMANCE ASSESSMENT JUDGMENTS AND THE APPROVAL OF ACTUAL PAYOUTS REQUIRE APPROVAL BY THAT COMMITTEE. THE CEO AND AN EXECUTIVE DIRECTOR PARTICIPATE IN SEPARATE LONG TERM INCENTIVE BONUS PROGRAMS. AS WITH THE REGULAR PERFORMANCE BONUS PROGRAMS, PAYOUTS UNDER THESE LONG TERM INCENTIVE PROGRAMS REFLECT THE EXTENT TO WHICH PREESTABLISHED PERFORMANCE GOALS ARE REACHED. HOWEVER, UNLIKE THE ANNUAL PERFORMANCE BONUS PROGRAM, THE LONG TERM INCENTIVE PROGRAMS OPERATE ON A MULTIYEAR CYCLE TO ASSURE THAT THE CEO AND AN EXECUTIVE DIRECTOR HAVE INCENTIVES THAT LOOK BEYOND THE IMMEDIATE YEAR. UNDER THE CEO'S PROGRAM, THE PERFORMANCE MEASUREMENTS AND THE ASSESSMENT OF THE ACHIEVEMENT OF THOSE GOALS AND THE RESULTING PAYOUT AMOUNTS ARE ALL APPROVED BY THE SAME BOARD COMMITTEE DESCRIBED ABOVE AND REPORTED TO THE FULL BOARD. THE COMMITTEE'S DELIBERATIONS REGARDING THE ESTABLISHMENT OF THE PROGRAM, THE SELECTION OF THE PERFORMANCE FACTORS AND ASSESSMENT OF PERFORMANCE ALL INCLUDE CONSULTATION AND RECOMMENDATION FROM A QUALIFIED INDEPENDENT COMPENSATION CONSULTANT BASED UPON A MARKET STUDY OF COMPARABLE PROGRAMS FOR COMPARABLE EXECUTIVES. UNDER THE EXECUTIVE DIRECTOR'S PROGRAM, THE PERFORMANCE MEASUREMENT IS BASED ON THE PERFORMANCE OF SPECIFIED INVESTMENTS. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | N PARKER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | FORMER OFFICER | RelationshipDescriptionTxt |
| Transaction | $165,524 | TransactionAmt |
| Transaction | EMPLOYEES SALARY | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | VARIOUS ASSOCIATION BOARD MEMBERS (DIRECTORS) ALSO SIT ON THE BOARD OF BLUE CROSS BLUE SHIELD ASSOCIATION AFFILIATES. |
| FORM 990, PART VI, SECTION A, LINE 6 | BCBSA HAS THIRTY-FOUR (34) INDEPENDENT HEALTH CARE PLAN LICENSEES OPERATING IN SPECIFIED DOMESTIC SERVICE AREAS. ALL HEALTH CARE PLAN LICENSEES ARE ASSOCIATION MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | EACH PRIMARY LICENSEE MEMBER PLAN, BY THE AUTHORITY OF THEIR INDIVIDUAL GOVERNING DOCUMENTS, SELECT THE CEO OF THEIR RESPECTIVE COMPANIES TO SERVE AS A MEMBER OF THE ASSOCIATION'S BOARD. |
| FORM 990, PART VI, SECTION A, LINE 7B | CERTAIN GOVERNING DECISIONS, SUCH AS BYLAW AMENDMENTS, REQUIRE ACTION BY BOTH THE ASSOCIATION'S BOARD AND ITS MEMBER PLANS. |
| FORM 990, PART VI, SECTION B, LINE 11B | IN GENERAL, FORM 990 CONTENT AND SOURCES OF INFORMATION ARE REVIEWED BY SUBJECT MATTER EXPERTS INCLUDING, BUT NOT LIMITED TO, INTERNAL AND EXTERNAL TAX (KPMG) AND ACCOUNTING PROFESSIONALS AND INTERNAL LEGAL PERSONNEL. FINALIZING THE RETURN DRAFT CONSISTS OF DISCUSSIONS BETWEEN FINANCE OFFICERS AND FINANCE MANAGERS REGARDING THE NUMERIC RESULTS AND WRITTEN RESPONSES TO SELECT RETURN QUESTIONS. UPON INTERNAL AGREEMENT AS TO THE FORM AND CONTENT, AN ELECTRONIC DRAFT 990 IS SENT TO THE ASSOCIATION'S BOARD PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | BCBSA MAINTAINS A COMPREHENSIVE CODE OF CONDUCT AND COMPLIANCE PROGRAM APPLICABLE TO ALL EMPLOYEES AND OFFICERS. IN ADDITION, ALL EMPLOYEES, OFFICERS, AND BOARD MEMBERS ARE REQUIRED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST FORM. THE BCBSA CHIEF AUDITOR AND COMPLIANCE OFFICER IS CHARGED WITH INVESTIGATING ANY ALLEGATIONS OF NONCOMPLIANCE WITH THE CODE OF CONDUCT, INCLUDING ANY COMPLAINTS REPORTED THROUGH THE ANONYMOUS HOTLINE MAINTAINED THROUGH AN INDEPENDENT ORGANIZATION. THE RESULTS OF THE COMPLIANCE PROGRAM'S EFFECTIVENESS ARE REPORTED TO THE FINANCIAL AND AUDIT COMMITTEE OF THE BOARD OF DIRECTORS ON AN ANNUAL BASIS. FAILURE TO ADHERE TO THE CODE OF CONDUCT MAY RESULT IN DISCIPLINARY ACTION, UP TO AND INCLUDING RECUSAL AND/OR TERMINATION OF EMPLOYMENT. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION OF THE CEO AND THE CONTINUED RETENTION OF THAT PROFESSIONAL'S SERVICES ARE APPROVED EACH YEAR BY A COMMITTEE OF THE ASSOCIATION'S BOARD COMPRISED OF INDEPENDENT PLAN EXECUTIVES. THAT COMMITTEE ACTS AFTER DELIBERATIONS BASED UPON ADVICE FROM A QUALIFIED INDEPENDENT COMPENSATION CONSULTING FIRM. THE CONSULTANT'S ADVICE AND THOSE DELIBERATIONS INCLUDE A REVIEW OF THE RESULTS OF THE INDEPENDENT CONSULTANT'S RESEARCH REGARDING COMPENSATION PAID BY OTHER ORGANIZATIONS FOR SERVING IN CAPACITIES COMPARABLE TO THAT OF THE ASSOCIATION'S CEO. EACH YEAR THIS COMMITTEE'S DECISIONS ARE REPORTED TO THE FULL BOARD DURING A REGULARLY SCHEDULED MEETING. THE BOARD DELIBERATES ON BOTH MATTERS. EXTENSION OF THE PERIOD OF THE CEO'S SERVICE REQUIRES ACTION BY THE FULL BOARD. THE COMPENSATION DETERMINATIONS OF THE COMMITTEE STAND APPROVED UNLESS THE BOARD EXERCISES ITS INHERENT PREROGATIVE TO MODIFY THE COMMITTEE'S COMPENSATION DECISIONS. THE SAME COMMITTEE OF INDEPENDENT PLAN EXECUTIVES ANNUALLY RECEIVES THE CEO'S RECOMMENDATIONS REGARDING THE COMPENSATION TO BE PAID TO THE OFFICERS. AS WITH THE CEO'S COMPENSATION, THE DELIBERATIONS OF THIS COMMITTEE AND ITS DECISIONS TO APPROVE OR MODIFY THE CEO'S RECOMMENDATION ARE BASED UPON THE RESULTS OF AN INDEPENDENT CONSULTANT'S MARKET RESEARCH REGARDING COMPARABLE OFFICER PAY AND THE INDEPENDENT CONSULTANT'S ADVICE. THE ASSOCIATION MAINTAINS CORPORATE RECORDS REFLECTING THE APPROVAL OF THE COMPENSATION METHODOLOGY APPLICABLE TO ALL ASSOCIATION PERSONNEL. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ASSOCIATION COMPLIES WITH ALL APPLICABLE PUBLIC DISCLOSURE REQUIREMENTS. THUS, FOR EXAMPLE, MEMBERS OF THE PUBLIC MAY REQUEST AN OPPORTUNITY TO REVIEW THE ASSOCIATION'S FORM 990 OR TO MAKE A COPY BY SENDING A WRITTEN REQUEST OR APPEARING IN PERSON AT ITS PRINCIPAL OFFICE OR ANY OF ITS OTHER LOCATIONS. THE ASSOCIATION'S FAVORABLE DETERMINATION LETTER REGARDING ITS TAX-EXEMPT STATUS AND MATERIALS COMPRISING ITS EXEMPTION APPLICATION ARE ALSO AVAILABLE IN THIS MANNER. IF THE ASSOCIATION'S GOVERNING DOCUMENTS (ARTICLES OF INCORPORATION AND BYLAWS) AND CONFLICT OF INTEREST POLICY ARE SUBJECT TO APPLICABLE FEDERAL OR STATE PUBLIC DISCLOSURE REQUIREMENTS, THOSE DOCUMENTS WILL BE MADE PUBLICLY AVAILABLE AS APPLICABLE LAW MAY REQUIRE. FOR EXAMPLE, FORM 990 FILINGS MAY INCLUDE BYLAW AMENDMENTS AND THOSE AMENDMENTS WILL BE MADE AVAILABLE AS NOTED ABOVE. OTHERWISE, THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY WILL BE PROVIDED TO THE PUBLIC AT THE DISCRETION OF THE ASSOCIATION'S MANAGEMENT. |
| FORM 990, PART IX, LINE 11G | VARIOUS CONSULTING FEES: PROGRAM SERVICE EXPENSES 263,097,854. MANAGEMENT AND GENERAL EXPENSES 3,666,074. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 266,763,928. TEMPORARY HELP: PROGRAM SERVICE EXPENSES 13,981,886. MANAGEMENT AND GENERAL EXPENSES 99,567. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,081,453. PRINTING & GRAPHICS: PROGRAM SERVICE EXPENSES 6,851,938. MANAGEMENT AND GENERAL EXPENSES 4,434. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,856,372. RECRUITING: PROGRAM SERVICE EXPENSES 963,142. MANAGEMENT AND GENERAL EXPENSES 22,674. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 985,816. |
| FORM 990, PART XI, LINE 9: | CHANGE IN RETIREMENT OBLIGATIONS 2,842,886. CHANGE IN OTHER COMPONENTS OF NET PERIODIC PENSION COST 4,649,473. CHANGE IN LOSS RETIREMENT OBLIGATION 32,670. OTHER ADJUSTMENT -6,449. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| HEALTH SERVICES FOUNDATION | ||||||||||
| 200 E RANDOLPH STREET | CHICAGO | IL | 60601 | 237011867 | EDUCATIONAL RESEARCH | IL | 501(C)(3) | LINE 10 | N/A | Yes (1) |
| BC AND BS FOUNDATION ON HEALTH CARE | ||||||||||
| 200 E RANDOLPH STREET | CHICAGO | IL | 60601 | 237164980 | EDUCATIONAL RESEARCH | IL | 501(C)(3) | LINE 7 | N/A | Yes (1) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUE CROSS BLUE SHIELD BENEFIT CORP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 E RANDOLPH STREET | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364176277 | EIN |
| Primary Activities | COMMUNITY HEALTH | PrimaryActivitiesTxt |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | $75,430 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $9,089,474 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| BLUE CROSS BLUE SHIELD BENEFIT CORP | ||
| A | $226,119 | ACTUAL COST |
| BLUE CROSS BLUE SHIELD BENEFIT CORP | ||
| Q | $99,775 | ACTUAL COST |
| BC AND BS FOUNDATION ON HEALTH CARE | ||
| B | $50,000 | ACTUAL COST |