2024-11-14T15:10:25-06:00 2023-12-31 135565207 KPMG LLP 200 EAST RANDOLPH STREET SUITE 5500 CHICAGO IL 606016436 990 2023-01-01 135656874 BLUE CROSS BLUE SHIELD ASSOCIATION BLUE 3122976369 200 E RANDOLPH STREET CHICAGO IL 60601 BRAD LUBRANT VP OF FINANCE 3122976000 2024-11-08 1 1 TARA KENNEY P01245482 3126651000 2024-11-07 2023 2024-10-15 13:58:12Z X KIM KECK 200 E RANDOLPH STREET CHICAGO IL 60601 840274903 0 X BCBS.COM X 1948 IL 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. 34 33 1363 33 7893211 0 0 0 749218628 811173913 5275288 5320484 1297609 2629151 755791525 819123548 0 2000585 0 0 252208107 273000689 0 0 0 445726502 522974960 697934609 797976234 57856916 21147314 1027832993 1126787082 747444098 809648702 280388895 317138380 X 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. 0 0 332562861 333284976 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. 139709705 2000585 135910498 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. 231797578 232108935 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. 68999120 104605443 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. 68999120 104605443 773069264 0 0 1 1 0 0 0 1 0 1 1 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 1 0 1 388 0 1 1363 1 1 1 0 0 0 0 0 0 1 0 X 34 33 1 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 1 1 IL X BRAD LUBRANT 3122976369 200 E RANDOLPH STREET CHICAGO IL 60601 KIM KECK PRESIDENT AND CEO 40.00 0.00 X X 4374499 0 1666916 MATT ALL BOARD MEMBER 4.00 0.00 X 0 0 0 CURTIS BARNETT BOARD MEMBER 4.00 0.00 X 0 0 0 GAIL BOUDREAUX BOARD MEMBER 4.00 0.00 X 0 0 0 DAN CONRAD BOARD MEMBER 4.00 0.00 X 0 0 0 GREGORY DEAVENS BOARD MEMBER 4.00 0.00 X 0 0 0 DANA ERICKSON BOARD MEMBER 4.00 0.00 X 0 0 0 DON GEORGE BOARD MEMBER 4.00 0.00 X 0 0 0 PATRICK GERAGHTY BOARD MEMBER 4.00 0.00 X 0 0 0 DIANE GORE BOARD MEMBER 4.00 0.00 X 0 0 0 STEVE GRANDFIELD BOARD MEMBER (END 06/25/23) 4.00 0.00 X 0 0 0 CORY HARRIS BOARD MEMBER 4.00 0.00 X 0 0 0 JD HICKEY BOARD MEMBER 4.00 0.00 X 0 0 0 DAVID HOLMBERG BOARD MEMBER 4.00 0.00 X 0 0 0 SARAH ISELIN BOARD MEMBER (START 1/1/23) 4.00 0.00 X 0 0 0 PAM KEHALY BOARD MEMBER 4.00 0.00 X 0 0 0 DANIEL LOEPP BOARD MEMBER 4.00 0.00 X 0 0 0 CHARLENE MAHER BOARD MEMBER 4.00 0.00 X 0 0 0 PAUL MARKOVICH BOARD MEMBER 4.00 0.00 X 0 0 0 MICHAEL MIZEUR BOARD MEMBER 4.00 0.00 X 0 0 0 MARK MUGIISHI BOARD MEMBER 4.00 0.00 X 0 0 0 BRIAN PIENINCK BOARD MEMBER 4.00 0.00 X 0 0 0 M CAROL PIGOTT BOARD MEMBER 4.00 0.00 X 0 0 0 JAMES REED BOARD MEMBER 4.00 0.00 X 0 0 0 JEFFREY ROE BOARD MEMBER 4.00 0.00 X 0 0 0 JEFF RUSSELL BOARD MEMBER (START 06/26/23) 4.00 0.00 X 0 0 0 MARK RUSZCZYK BOARD MEMBER 4.00 0.00 X 0 0 0 TODD SHAMASH BOARD MEMBER 4.00 0.00 X 0 0 0 JARED SHORT BOARD MEMBER 4.00 0.00 X 0 0 0 MAURICE SMITH BOARD MEMBER 4.00 0.00 X 0 0 0 TUNDE SOTUNDE BOARD MEMBER 4.00 0.00 X 0 0 0 GARY ST HILAIRE BOARD MEMBER 4.00 0.00 X 0 0 0 ERIN STUCKY BOARD MEMBER 4.00 0.00 X 0 0 0 DR STEVEN UDVARHELYI BOARD MEMBER 4.00 0.00 X 0 0 0 TIM VINES BOARD MEMBER 4.00 0.00 X 0 0 0 MARTHA WOFFORD BOARD MEMBER 4.00 0.00 X 0 0 0 JENNIFER VACHON EXECUTIVE VICE PRESIDENT 40.00 0.00 X 1829407 0 296343 SEAN ROBBINS EXECUTIVE VICE PRESIDENT 40.00 0.00 X 1357164 0 363246 KARI HEDGES SENIOR VICE PRESIDENT 40.00 0.00 X 1134849 0 183704 LACHLAN TIDMARSH SENIOR VICE PRESIDENT 40.00 0.00 X 1058098 0 163538 WILLIAM NEHS SENIOR VICE PRESIDENT 40.00 0.00 X 1006003 0 185080 ADAM MYERS SENIOR VP & CCTO (END 04/03/23) 40.00 0.00 X 991850 0 41248 CHRISTINA FISHER EXECUTIVE VICE PRESIDENT & CFO 40.00 0.00 X 915677 0 222222 LYNN MERRITT SVP AND CHIEF HR OFFICER 40.00 0.00 X 806728 0 86833 JOHN BANTA VP INVESTMENTS & NEBA 40.00 0.00 X 711735 0 330639 MARK TALLUTO VICE PRESIDENT 40.00 0.00 X 711349 0 95433 CHRISTOPHER LUGO VP & CHIEF INFO SEC OFFICER 40.00 0.00 X 668245 0 151419 DAVID MERRITT SVP POLICY AND ADVOCACY 40.00 0.00 X 616812 0 89058 DAVID YODER SVP FEDERAL EMPLOYEE PROGRAM 40.00 0.00 X 562640 0 130794 RICHARD CULLEN VICE PRESIDENT 40.00 0.00 X 533981 0 76659 KELLY WILLIAMS VICE PRESIDENT 40.00 0.00 X 529295 0 96580 KRIS HALTMEYER VICE PRESIDENT 40.00 0.00 X 520934 0 98897 KEYSHA BROOKS-COLEY VICE PRESIDENT ADVOCACY 40.00 0.00 X 500757 0 55549 ERIN BARNEY VICE PRESIDENT 40.00 0.00 X 493691 0 102247 ERIC WILKERSON VP STRATEGY PSHIP & DEVELOPMENT 40.00 0.00 X 478118 0 92385 ANURAG VOLETI VICE PRESIDENT (END 12/29/23) 40.00 0.00 X 469970 0 91279 MELISSA MASIELLO ROTUNNO VICE PRESIDENT 40.00 0.00 X 436567 0 77240 KATIE MCBREEN VICE PRESIDENT 40.00 0.00 X 431196 0 101935 JOHN JOYCE JR VICE PRESIDENT 40.00 0.00 X 418989 0 93734 REBECCA D'AMICO VICE PRESIDENT 40.00 0.00 X 406271 0 62366 REED MELTON VICE PRESIDENT (END 12/29/23) 40.00 0.00 X 393666 0 65418 ANSHUMAN CHOUDHRI VICE PRESIDENT 40.00 0.00 X 384976 0 60830 BRAD LUBRANT VICE PRESIDENT 40.00 0.00 X 371606 0 94563 SONDRA IMPERATI VICE PRESIDENT 40.00 0.00 X 252894 0 49109 JEFFREY BERTA VICE PRESIDENT (END 1/31/23) 40.00 0.00 X 212371 0 37173 BRIAN BAUER VP APP. SOLUTIONS (START 7/3/23) 40.00 0.00 X 192213 0 53041 RAZIA HASHMI VICE PRESIDENT (START 9/29/23) 40.00 0.00 X 107534 0 15614 DENISE SCHOFIELD ED DATA STRATEGY 40.00 0.00 X 374239 0 11926 PATRICIA TAYLOR ED IT INFO ENTERPRISE ARCHITECTURE 40.00 0.00 X 358200 0 22111 JAMES BARKACH ED STRATEGIC SRVCS GROUP PURCHASING 40.00 0.00 X 345583 0 42251 CATHERINE LEVENTIS CHIEF GROWTH OFFICER 40.00 0.00 X 342167 0 19628 DARIN ROTHERT ED FEP PROGRAM INTEGRITY 40.00 0.00 X 328060 0 45212 WILLIAM BRESKIN FORMER SENIOR VP (END 12/31/22) 0.00 0.00 X 430910 0 35020 JUSTINE HANDELMAN FORMER SENIOR VP (END 6/16/22) 0.00 0.00 X 162500 0 0 JULIE KOEWLER FORMER VICE PRESIDENT (END 12/20/22) 0.00 0.00 X 117312 0 22806 MAUREEN SULLIVAN FORMER SENIOR VICE PRESIDENT 0.00 0.00 X 237722 0 17977 ROBERT KOLODGY FORMER EXECUTIVE VP (END 10/31/21) 0.00 0.00 X 146114 0 0 SCOTT SEROTA FORMER PRESIDENT & CEO (END 1/4/21) 40.00 0.00 X 154652 0 0 JODY VOSS FORMER VICE PRESIDENT (END 2018) 40.00 0.00 X 185616 0 0 27063160 0 5548023 1052 1 1 0 UST GLOBAL INC 5 POLARIS WAY ALISO VIEJO CA 92656 INFORMATION TECHNOLOGY 39862079 CRAVATH SWAINE & MOORE LLP WORLD WIDE PLACE 825 EIGTH AVE NEW YORK NY 10019 LEGAL SERVICES 32469161 INFOSYS PUBLIC HEALTH SERVICES INC 800 KING FARM BLVD STE 505 ROCKVILLE MD 20850 BUSINESS CONSULTING 17696989 BEELINE SETTLEMENT COMPANY 12724 GRAN BAY PKWY WEST STE 200 JACKSONVILLE FL 32258 TECHNICAL CONSULTING SERVICES 11939802 TECH MAHINDRA TECHNOLOGIES INC 4965 PRESTON PK BLVD STE 500 PLANO TX 75093 INFORMATION TECHNOLOGY 10219711 170 FEDERAL EMPLOYEE PRGM 900099 333284976 333284976 BLUECARD 900099 232108935 232108935 OTHER SERVICES 900099 141174559 135910499 5264060 FEE FOR SERVICES 900099 71907234 71907234 BLUESNET 900099 19973971 19973971 12724238 12724238 811173913 7968463 7968463 18206186 297190 20002500 1148855 -1796314 -851665 -2647979 -2647979 K-1 INCOME 2629151 2629151 2629151 819123548 805909853 7893211 5320484 X 2000585 2000585 25091699 18563669 6528030 165524 165524 191758975 186311247 5447728 12057536 12057536 29310803 25667561 3643242 14616152 14082112 534040 37648762 37571865 76897 1687676 1687676 3906320 3906320 288687569 284894820 3792749 16519414 16519414 10609766 10480074 129692 91856444 90754304 1102140 19251556 18571763 679793 6148668 5812457 336211 6428895 5609156 819739 24865626 24409199 456427 7612092 7459166 152926 MEMBERSHIP & SPONSORSHI 6802278 6099528 702750 BOOKS & PERIODICALS 623457 610812 12645 CONTRIBUTIONS - GENERAL 326437 326437 797976234 773069264 24906970 0 1672849 1185830 643531678 574830383 64221228 123271577 29826043 33843481 104028556 51939893 18945756 52088663 170339939 142891075 30756157 62045022 68539343 136631051 1027832993 1126787082 136129684 252808106 4338418 1010292 589188537 471483162 17787459 84347142 747444098 809648702 X 280388895 317138380 280388895 317138380 1027832993 1126787082 X 21147314 8083591 7518580 X 0 1 X 1 0 608346 350000 350000 1 DEMOCRATIC GOVERNORS ASSOCIATION 1401 K STREET NW WASHINGTON DC 20005 521304889 150000 REPUBLICAN GOVERNORS ASSOCIATION 1747 PENNSYLVANIA AVE WASHINGTON DC 20006 113655877 150000 REPUBLICAN ATTORNEYS GENERAL ASSOCIATION 1747 PENNSYLVANIA AVE WASHINGTON DC 20006 464501717 25000 DEMOCRATIC ATTORNEYS GENERAL ASSOCIATION 1580 LINCOLN ST DENVER CO 80203 134220019 25000 0 0 0 102000000 9035240 9035240 9035240 PART I-A, LINE 1: 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. 0 1 X 33661085 194747 33466338 63450632 50283848 13166784 6916839 1461298 5455541 52088663 NON-PUBLIC MUTUAL FUNDS 16566507 C EXCHANGE TRADED FUNDS 112520132 C INVEST. IN AFFILIATES >5% 13593436 C 206,839 COMMON, BCS INSR. CORP. 211000 C 142891075 RIGHT OF USE ASSET 47642914 POST RETIREMENT ASSETS 46955298 NOTE RECEIVABLE 23678329 INVESTMENT - BCBSI 13344165 LT PREPAID EXPENSES 2951721 COMPUTER SOFTWARE 2056568 OTHER ASSETS 2056 136631051 LONG-TERM LEASE LIABILITY 76275670 LONG-TERM LEASE INCENTIVES 5368598 SHORT TERM LEASE LIABILITY 2417124 RETENTION BENEFIT 285750 84347142 X 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. 1 BOYS & GIRLS CLUB 1275 PEACHTREE ST NE ATLANTA GA 30309 135562976 501(C)(3) 500000 0 GENERAL SUPPORT PARTNERSHIP FOR AMERICA'S HEALTHCARE FUTURE (PAHCF) 777 6TH STREET NW 8TH FLOOR WASHINGTON DC 20001 830939222 501(C)(3) 200000 0 GENERAL SUPPORT FEDERAL EMPLOYEE EDUCATION & ASSISTANCE FUNDS 1641 PRINCE STREET ALEXANDRIA VA 22314 521465583 501(C)(3) 171000 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) 125000 0 GENERAL SUPPORT AMERICAN ACTION FORUM 1747 PENNSLYVANIA AV NW STE 5 WASHINGTON DC 20006 270567765 501(C)(3) 100000 0 GENERAL SUPPORT ONE NATION INC 15405 JOHN MARSHALL HWY HAYMARKET VA 20169 271937961 501(C)(3) 100000 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) 100000 0 GENERAL SUPPORT MAJORITY FORWARD 700 13TH ST NW STE 600 WASHINGTON DC 20005 834185105 501(C)(3) 100000 0 GENERAL SUPPORT THE FOUNDATION OF RESEARCH ON EQUAL OPPORTUNITY (FREOPP) 201 W 5TH ST STE 1100 AUSTIN TX 78701 812699310 501(C)(3) 100000 0 GENERAL SUPPORT BLUE CROSS BLUE SHIELD FOUNDATION 225 N MICHIGAN AVE CHICAGO IL 60601 237164980 501(C)(3) 50054 0 GENERAL SUPPORT NATIONAL GOVERNORS ASSOCIATION FOR BEST PRACTICES 444 N CAPITOL ST STE 267 WASHINGTON DC 20001 237391796 501(C)(3) 100000 0 GENERAL SUPPORT AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH 1789 MASSACHUSETTS AVE NW WASHINGTON DC 20036 530218495 501(C)(3) 50000 0 GENERAL SUPPORT BC AND BS FOUNDATION ON HEALTH CARE 200 E RANDOLPH STREET CHICAGO IL 60601 237164980 501(C)(3) 50000 0 GENERAL SUPPORT THE ARC OF PG COUNTY 1401 MCCORMICK DR LARGO MD 20774 520715246 501(C)(3) 43500 0 GENERAL SUPPORT AMERICAN ACADEMY OF FAMILY PHYSICIANS 11400 TOMAHAWK CREEK PKWY LEAWOOD KS 66211 440536051 501(C)(3) 25000 0 GENERAL SUPPORT GARDENEERS 3414 W ROOSEVELT RD FL 2 CHICAGO IL 60624 464651665 501(C)(3) 25000 0 GENERAL SUPPORT MARCH OF DIMES 1550 CRYSTAL DR STE 1300 ARLINGTON VA 22202 131846366 501(C)(3) 25000 0 GENERAL SUPPORT BLESSINGS IN A BACKPACK 4121 SHELBYVILLE ROAD LOUISVILLE KY 40207 261964620 501(C)(3) 24500 0 GENERAL SUPPORT UNION LEAGUE BOYS AND GIRLS CLUB 65 W JACKSON BLVD CHICAGO IL 60604 362167939 501(C)(3) 20000 0 GENERAL SUPPORT NOURISHING HOPE 1716 W HUBBARD ST CHICAGO IL 60622 362734184 501(C)(3) 15000 0 GENERAL SUPPORT CRADLES TO CRAYONS 281 NEWTONVILLE AVE NEWTONVILLE MA 02460 043584367 501(C)(3) 12500 0 GENERAL SUPPORT GREATER CHICAGO FOOD DEPOSITORY 4100 W ANN LURIE PL CHICAGO IL 60632 362971864 501(C)(3) 10000 0 GENERAL SUPPORT PACIFIC GARDEN MISSION 1458 S CANAL ST CHICAGO IL 60607 362445391 501(C)(3) 10000 0 GENERAL SUPPORT YMCA 1030 W VAN BUREN ST CHICAGO IL 60607 362179782 501(C)(3) 10000 0 GENERAL SUPPORT COUNCIL FOR NATIVE HAWAIIAN ADVANCEMENT 91-1270 KINOIKI ST BLDG 1 KAPOLEI HI 96707 910313383 501(C)(3) 10000 0 GENERAL SUPPORT ESCALENT PO BOX 315 ESCALANTE UT 84726 870623440 501(C)(3) 9000 0 GENERAL SUPPORT NURSES ORGANIZATION OF VETERAN 1120 ROUTE 73 200 MOUNT LAUREL NJ 08504 363097164 501(C)(3) 7500 0 GENERAL SUPPORT 27 0 PART I, LINE 2: 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. X X X 1 1 X X X X X X 1 1 0 0 0 0 0 1 0 KIM KECK PRESIDENT AND CEO 1482893 0 2873900 0 17706 0 1630064 0 36852 0 6041415 0 0 0 JENNIFER VACHON EXECUTIVE VICE PRESIDENT 705981 0 1119400 0 4026 0 257296 0 39047 0 2125750 0 154600 0 SEAN ROBBINS EXECUTIVE VICE PRESIDENT 662613 0 690900 0 3651 0 322742 0 40504 0 1720410 0 0 0 KARI HEDGES SENIOR VICE PRESIDENT 477405 0 654800 0 2644 0 147236 0 36468 0 1318553 0 78500 0 LACHLAN TIDMARSH SENIOR VICE PRESIDENT 449792 0 606000 0 2306 0 124592 0 38946 0 1221636 0 70300 0 WILLIAM NEHS SENIOR VICE PRESIDENT 562117 0 439300 0 4586 0 153641 0 31439 0 1191083 0 101900 0 CHRISTINA FISHER EXECUTIVE VICE PRESIDENT & CFO 569975 0 343100 0 2602 0 192677 0 29545 0 1137899 0 0 0 JOHN BANTA VP INVESTMENTS & NEBA 344617 0 359000 0 8118 0 292649 0 37990 0 1042374 0 237700 0 ADAM MYERS SENIOR VP & CCTO (END 04/03/23) 310337 0 372610 0 308903 0 16500 0 24748 0 1033098 0 133210 0 LYNN MERRITT SVP AND CHIEF HR OFFICER 446174 0 359900 0 654 0 85514 0 1319 0 893561 0 0 0 CHRISTOPHER LUGO VP & CHIEF INFO SEC OFFICER 432265 0 235500 0 480 0 116405 0 35014 0 819664 0 0 0 MARK TALLUTO VICE PRESIDENT 375687 0 329100 0 6562 0 66813 0 28620 0 806782 0 36700 0 DAVID MERRITT SVP POLICY AND ADVOCACY 516020 0 100000 0 792 0 88813 0 245 0 705870 0 0 0 DAVID YODER SVP FEDERAL EMPLOYEE PROGRAM 388952 0 168600 0 5088 0 92710 0 38084 0 693434 0 0 0 KELLY WILLIAMS VICE PRESIDENT 302663 0 225600 0 1032 0 80924 0 15656 0 625875 0 49700 0 KRIS HALTMEYER VICE PRESIDENT 360327 0 157800 0 2807 0 72856 0 26041 0 619831 0 33900 0 RICHARD CULLEN VICE PRESIDENT 296461 0 232000 0 5520 0 43322 0 33337 0 610640 0 0 0 ERIN BARNEY VICE PRESIDENT 345949 0 146100 0 1642 0 72170 0 30077 0 595938 0 0 0 ERIC WILKERSON VP STRATEGY PSHIP & DEVELOPMENT 349586 0 127500 0 1032 0 74778 0 17607 0 570503 0 0 0 ANURAG VOLETI VICE PRESIDENT (END 12/29/23) 295110 0 174500 0 360 0 74919 0 16360 0 561249 0 0 0 KEYSHA BROOKS-COLEY VICE PRESIDENT ADVOCACY 289552 0 210300 0 905 0 52065 0 3484 0 556306 0 0 0 KATIE MCBREEN VICE PRESIDENT 308656 0 122300 0 240 0 60744 0 41191 0 533131 0 0 0 MELISSA MASIELLO ROTUNNO VICE PRESIDENT 291493 0 143600 0 1474 0 54074 0 23166 0 513807 0 31200 0 JOHN JOYCE JR VICE PRESIDENT 304005 0 113400 0 1584 0 72856 0 20878 0 512723 0 0 0 REBECCA D'AMICO VICE PRESIDENT 292255 0 113800 0 216 0 52038 0 10328 0 468637 0 0 0 BRAD LUBRANT VICE PRESIDENT 270330 0 96900 0 4376 0 54671 0 39892 0 466169 0 0 0 WILLIAM BRESKIN FORMER SENIOR VP (END 12/31/22) 50934 0 240200 0 139776 0 35020 0 0 0 465930 0 59200 0 REED MELTON VICE PRESIDENT (END 12/29/23) 296334 0 95600 0 1732 0 56228 0 9190 0 459084 0 0 0 ANSHUMAN CHOUDHRI VICE PRESIDENT 279414 0 103900 0 1662 0 47722 0 13108 0 445806 0 0 0 JAMES BARKACH ED STRATEGIC SRVCS GROUP PURCHASING 272728 0 68500 0 4355 0 16500 0 25751 0 387834 0 0 0 DENISE SCHOFIELD ED DATA STRATEGY 279207 0 73500 0 21532 0 11385 0 541 0 386165 0 0 0 PATRICIA TAYLOR ED IT INFO ENTERPRISE ARCHITECTURE 257756 0 73000 0 27444 0 13014 0 9097 0 380311 0 0 0 DARIN ROTHERT ED FEP PROGRAM INTEGRITY 236522 0 64900 0 26638 0 16500 0 28712 0 373272 0 0 0 CATHERINE LEVENTIS CHIEF GROWTH OFFICER 162782 0 41250 0 138135 0 8069 0 11559 0 361795 0 0 0 SONDRA IMPERATI VICE PRESIDENT 252383 0 0 0 511 0 19540 0 29569 0 302003 0 0 0 MAUREEN SULLIVAN FORMER SENIOR VICE PRESIDENT 0 0 113100 0 124622 0 17977 0 0 0 255699 0 59500 0 JEFFREY BERTA VICE PRESIDENT (END 1/31/23) 53639 0 95700 0 63032 0 18139 0 19034 0 249544 0 0 0 BRIAN BAUER VP APP. SOLUTIONS (START 7/3/23) 151703 0 40000 0 510 0 21371 0 31670 0 245254 0 0 0 JODY VOSS FORMER VICE PRESIDENT (END 2018) 0 0 0 0 185616 0 0 0 0 0 185616 0 185616 0 JUSTINE HANDELMAN FORMER SENIOR VP (END 6/16/22) 0 0 162500 0 0 0 0 0 0 0 162500 0 62900 0 SCOTT SEROTA FORMER PRESIDENT & CEO (END 1/4/21) 0 0 0 0 154652 0 0 0 0 0 154652 0 154652 0 ROBERT KOLODGY FORMER EXECUTIVE VP (END 10/31/21) 0 0 80300 0 65814 0 0 0 0 0 146114 0 80300 0 JULIE KOEWLER FORMER VICE PRESIDENT (END 12/20/22) 17312 0 100000 0 0 0 22806 0 0 0 140118 0 0 0 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. N PARKER FORMER OFFICER 165524 EMPLOYEES SALARY 0 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. HEALTH SERVICES FOUNDATION 200 E RANDOLPH STREET CHICAGO IL 60601 237011867 EDUCATIONAL RESEARCH IL 501(C)(3) LINE 10 N/A 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 1 BLUE CROSS BLUE SHIELD BENEFIT CORP 200 E RANDOLPH STREET CHICAGO IL 60601 364176277 COMMUNITY HEALTH IL N/A C 75430 9089474 1.00000 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 BLUE CROSS BLUE SHIELD BENEFIT CORP A 226119 ACTUAL COST BLUE CROSS BLUE SHIELD BENEFIT CORP Q 99775 ACTUAL COST BC AND BS FOUNDATION ON HEALTH CARE B 50000 ACTUAL COST