TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION INC (EIN 04-2674079)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202303199349304285
- Schema version
- 2022v5.0
- 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 | 2023-11-15T09:08:30-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PwC US Tax LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 SEAPORT BLVD SUITE 500 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042674079 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TUFTS ASSOCIATED HEALTH MAINTENANCE | BusinessNameLine1Txt |
| Business Name Line2 | ORGANIZATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % SCOTT WALKER CFO | InCareOfNm |
| Business Name Control | TUFT | BusinessNameControlTxt |
| Phone | 6179729400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 WELLNESS WAY | AddressLine1Txt |
| City | CANTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 020211166 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK PORTER | PersonNm |
| Person Title | CAO & TREASURER | PersonTitleTxt |
| Phone | 6179729400 | PhoneNum |
| Signature | 2023-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARK | PersonFirstNm |
| Person Last | PORTER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANTONIO C RUSSO | PreparerPersonNm |
| PTIN | P00858539 | PTIN |
| Phone | 6175305000 | PhoneNum |
| Preparation | 2023-11-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CAIN HAYES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 WELLNESS WAY | AddressLine1Txt |
| City | CANTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 020211166 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,585,404,201 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.TUFTSHEALTHPLAN.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1979 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 708 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | -$16,164 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,773,179,809 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,963,623,714 | CYProgramServiceRevenueAmt |
| PY Investment Income | $251,224,432 | PYInvestmentIncomeAmt |
| CY Investment Income | $38,322,801 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$15,882 | PYOtherRevenueAmt |
| CY Other Revenue | -$16,164 | CYOtherRevenueAmt |
| PY Total Revenue | $3,024,388,359 | PYTotalRevenueAmt |
| CY Total Revenue | $3,001,930,351 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $370,729 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $427,931 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $2,435,767,392 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $2,615,461,214 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $37,824,322 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $48,291,010 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $330,636,708 | PYOtherExpensesAmt |
| CY Other Expenses | $332,192,935 | CYOtherExpensesAmt |
| PY Total Expenses | $2,804,599,151 | PYTotalExpensesAmt |
| CY Total Expenses | $2,996,373,090 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $219,789,208 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,557,261 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,424,293,869 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,252,410,168 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $571,612,199 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $540,676,607 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $852,681,670 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $711,733,561 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,009,760,113 | ExpenseAmt |
| Grant | $156,217 | GrantAmt |
| Revenue | $1,081,877,362 | RevenueAmt |
| Desc | COMMERCIAL HMO PRODUCT. SEE SCHEDULE O. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,528,551,639 | ExpenseAmt |
| Grant | $233,035 | GrantAmt |
| Revenue | $1,613,877,891 | RevenueAmt |
| Desc | MASSACHUSETTS MEDICARE PRODUCT. SEE SCHEDULE O. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $254,834,469 | ExpenseAmt |
| Grant | $37,813 | GrantAmt |
| Revenue | $261,872,910 | RevenueAmt |
| Desc | MEDICAID AFFORDABLE CARE DUAL-ELIGIBLE PROGRAM. SEE SCHEDULE O. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,058,573 | ExpenseAmt |
| Grant | $866 | GrantAmt |
| Revenue | $5,995,551 | RevenueAmt |
| Desc | MEDICARE COMPLEMENT | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $4,058,573 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $866 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $5,995,551 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $2,797,204,794 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 13132 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 708 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (true) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT WALKER CFO | PersonNm |
| Phone | 6179729400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 WELLNESS WAY | AddressLine1Txt |
| City | CANTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 020211166 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (33 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 | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| CAIN HAYES | ||||||||||
| PRESIDENT & CEO | 10.0 | 40.0 | Yes (X) | Yes (X) | $0 | $2,440,620 | $335,990 | |||
| MICHAEL CARSON | ||||||||||
| FORMER PRESIDENT | 0.0 | 0.0 | $0 | $2,220,842 | $0 | Yes (X) | ||||
| UMESH KURPAD | ||||||||||
| CFO | 10.0 | 40.0 | Yes (X) | $0 | $1,495,153 | $197,450 | ||||
| DEREK ABRUZZESE | ||||||||||
| SVP, CORP STRATEGY (END 4/15) | 12.5 | 37.5 | $0 | $1,573,814 | $56,051 | Yes (X) | ||||
| THOMAS CROSWELL | ||||||||||
| FORMER CEO | 0.0 | 0.0 | $0 | $1,500,205 | $13,348 | Yes (X) | ||||
| TISA HUGHES | ||||||||||
| CLERK/SECR;CHIEF LEGAL OFFICER | 10.0 | 40.0 | Yes (X) | $0 | $1,189,371 | $119,513 | ||||
| MICHAEL SHERMAN MD | ||||||||||
| CHIEF MEDICAL OFFICER | 12.5 | 37.5 | $0 | $1,114,767 | $167,305 | Yes (X) | ||||
| PHILIP BARR | ||||||||||
| EVP, PRESIDENT, MARKETS | 10.0 | 40.0 | $0 | $1,074,785 | $165,727 | Yes (X) | ||||
| MARK PORTER | ||||||||||
| SVP, CHIEF ACCOUNTING OFFICER | 10.0 | 40.0 | $0 | $1,045,332 | $161,168 | Yes (X) | ||||
| TRACEY CARTER | ||||||||||
| SVP, CHIEF ACTUARY | 12.5 | 37.5 | $0 | $1,035,246 | $161,767 | Yes (X) | ||||
| PETE CHURCH | ||||||||||
| CHIEF PEOPLE OFFICER | 10.0 | 40.0 | $0 | $1,013,577 | $169,588 | Yes (X) | ||||
| PATRICIA BLAKE | ||||||||||
| SVP, PRESIDENT MEDICARE | 17.5 | 32.5 | $0 | $991,394 | $156,126 | Yes (X) | ||||
| KRISTIN LEWIS | ||||||||||
| FORMER OFFICER | 10.0 | 40.0 | $0 | $816,127 | $142,929 | Yes (X) | ||||
| JEAN YANG | ||||||||||
| FORMER OFFICER | 10.0 | 40.0 | $0 | $711,295 | $54,355 | Yes (X) | ||||
| PATRICIA HOWARD | ||||||||||
| CHIEF OPERATIONS OFFICER | 12.5 | 37.5 | $0 | $614,901 | $127,646 | Yes (X) | ||||
| ROLAND PRICE | ||||||||||
| TREASURER | 10.0 | 40.0 | Yes (X) | $0 | $541,488 | $110,632 | ||||
| SUSAN KEE | ||||||||||
| FORMER ASST. CLERK | 10.0 | 40.0 | $0 | $528,322 | $61,012 | Yes (X) | ||||
| MARC SPOONER | ||||||||||
| FORMER COO | 0.0 | 0.0 | $0 | $499,935 | $0 | Yes (X) | ||||
| JOYCE MURPHY | ||||||||||
| DIRECTOR, CHAIR (END 6/7) | 2.0 | 6.0 | Yes (X) | Yes (X) | $0 | $89,000 | $0 | |||
| EILEEN AUEN | ||||||||||
| DIRECTOR, CHAIR (START 6/7) | 2.0 | 6.0 | Yes (X) | Yes (X) | $0 | $77,625 | $0 | |||
| MICHAEL J MCCOLGAN | ||||||||||
| DIRECTOR | 1.0 | 3.0 | Yes (X) | $0 | $73,000 | $0 | ||||
| MICHAEL SHEA | ||||||||||
| DIRECTOR | 1.0 | 3.0 | Yes (X) | $0 | $71,500 | $0 | ||||
| GREGORY D TRANTER | ||||||||||
| DIR, VICE CHAIR (VC END 6/7) | 1.0 | 3.0 | Yes (X) | Yes (X) | $0 | $68,500 | $0 | |||
| HEDWIG VEITH WHITNEY | ||||||||||
| DIRECTOR | 1.0 | 3.0 | Yes (X) | $0 | $68,500 | $0 | ||||
| MYECHIA MINTER-JORDAN MD | ||||||||||
| DIRECTOR | 1.0 | 3.0 | Yes (X) | $0 | $65,500 | $0 | ||||
| BERTRAM L SCOTT | ||||||||||
| DIRECTOR | 1.0 | 3.0 | Yes (X) | $0 | $62,375 | $0 | ||||
| TODD WHITBECK | ||||||||||
| DIRECTOR | 1.0 | 3.0 | Yes (X) | $0 | $62,000 | $0 | ||||
| GREG SHELL | ||||||||||
| DIR, VICE CHAIR (VC START 6/7) | 1.0 | 3.0 | Yes (X) | Yes (X) | $0 | $61,000 | $0 | |||
| IRINA SIMMONS | ||||||||||
| DIRECTOR | 1.0 | 3.0 | Yes (X) | $0 | $60,000 | $0 | ||||
| RAYMOND PAWLICKI | ||||||||||
| DIRECTOR | 1.0 | 3.0 | Yes (X) | $0 | $59,000 | $0 | ||||
| SCOTT HARTZ | ||||||||||
| DIRECTOR (END 6/7) | 1.0 | 3.0 | Yes (X) | $0 | $47,000 | $0 | ||||
| THOMAS O'NEILL III | ||||||||||
| DIRECTOR (END 6/7) | 1.0 | 3.0 | Yes (X) | $0 | $36,000 | $0 | ||||
| PETER SLAVIN MD | ||||||||||
| DIRECTOR (START 8/22) | 1.0 | 3.0 | Yes (X) | $0 | $7,334 | $0 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $20,920,799 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,200,607 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DELOITTE CONSULTING LLP | |||||
| PO BOX 844717 | DALLAS | TX | 752844717 | CONSULTING | $3,689,720 |
| LANDMARK GROUP HOLDINGS LLC | |||||
| 7755 CENTER AVE | HUNTINGTON BEACH | CA | 92647 | CONSULTING | $3,556,400 |
| THE HILB GROUP OF NEW ENGLAND | |||||
| 2000 CHAPEL VIEW BOULEVARD | CRANSTON | RI | 02920 | CONSULTING | $2,541,205 |
| EASTERN INSURANCE GROUP LLC | |||||
| 607 NORTH AVENUE | WAKEFIELD | MA | 01880 | CONSULTING | $2,132,063 |
| SEI-BOSTON LLC | |||||
| 11500 NORTHLAKE DRIVE | CINCINNATI | OH | 45249 | CONSULTING | $1,178,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 35 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| COMMERCIAL | 524114 | $1,081,877,362 | $1,081,877,362 |
| MEDICARE | 524114 | $1,613,877,891 | $1,613,877,891 |
| MEDICAID | 524114 | $261,872,910 | $261,872,910 |
| MEDICARE COMPLEMENT | 524114 | $5,995,551 | $5,995,551 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,963,623,714 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,633,979 | TotalRevenueColumnAmt |
| Exclusion | $17,633,979 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$1,020 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $15,144 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$16,164 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$16,164 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$16,164 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $604,147,528 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $583,458,706 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $20,688,822 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,688,822 | TotalRevenueColumnAmt |
| Exclusion | $20,688,822 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,001,930,351 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,963,623,714 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$16,164 | UnrelatedBusinessRevenueAmt |
| Exclusion | $38,322,801 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $427,931 | TotalAmt |
| Program Services | $427,931 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,615,461,214 | TotalAmt |
| Program Services | $2,615,461,214 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,815,887 | TotalAmt |
| Program Services | $35,815,887 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,063,102 | TotalAmt |
| Program Services | $3,063,102 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,412,021 | TotalAmt |
| Program Services | $9,412,021 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,308,046 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $64,308,046 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $560,655 | TotalAmt |
| Program Services | $448,524 | ProgramServicesAmt |
| Management And General | $112,131 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $292,331 | TotalAmt |
| Program Services | $233,865 | ProgramServicesAmt |
| Management And General | $58,466 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,223,361 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $2,223,361 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,484,173 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $68,484,173 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,484,529 | TotalAmt |
| Program Services | $10,787,623 | ProgramServicesAmt |
| Management And General | $2,696,906 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,859,366 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $3,859,366 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$23,814,594 | TotalAmt |
| Program Services | -$19,051,675 | ProgramServicesAmt |
| Management And General | -$4,762,919 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$1,154,312 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | -$1,154,312 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $435,319 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $435,319 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $188,067 | TotalAmt |
| Program Services | $188,067 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,276,357 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $26,276,357 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| HPHC PLAN ADMIN OH CHARGES | $20,153,769 | $0 | $20,153,769 | $0 |
| AUDIT FEES | $3,978,846 | $0 | $3,978,846 | $0 |
| ASSESSMENT | $1,509,845 | $0 | $1,509,845 | $0 |
| ADMIN EXPENSE TRANSFER | $1,182,065 | $0 | $1,182,065 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,225,112 | TotalAmt |
| Program Services | $140,418,235 | ProgramServicesAmt |
| Management And General | $9,806,877 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,996,373,090 | TotalAmt |
| Program Services | $2,797,204,794 | ProgramServicesAmt |
| Management And General | $199,168,296 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$8,488,193 | BOYAmt |
| EOY | -$5,103,806 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,669,382 | BOYAmt |
| EOY | $39,928,463 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $300,233,352 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $97,363,638 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $198,297,882 | BOYAmt |
| EOY | $202,869,714 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $863,071,881 | BOYAmt |
| EOY | $729,639,115 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $175,095,115 | BOYAmt |
| EOY | $132,824,839 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $168,647,802 | BOYAmt |
| EOY | $152,251,843 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,424,293,869 | BOYAmt |
| EOY | $1,252,410,168 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $203,087,951 | BOYAmt |
| EOY | $150,556,184 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,565,766 | BOYAmt |
| EOY | $65,995,013 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $306,958,482 | BOYAmt |
| EOY | $324,125,410 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $571,612,199 | BOYAmt |
| EOY | $540,676,607 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $852,681,670 | BOYAmt |
| EOY | $711,733,561 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $852,681,670 | BOYAmt |
| EOY | $711,733,561 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,424,293,869 | BOYAmt |
| EOY | $1,252,410,168 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $5,557,261 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$108,730,000 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$37,775,370 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $32,973,700 | OtherCostOrOtherBasisAmt |
| Book Value | $32,973,700 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $157,300,844 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,777,373 | DepreciationAmt |
| Book Value | $149,523,471 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $109,958,808 | OtherCostOrOtherBasisAmt |
| Depreciation | $89,586,265 | DepreciationAmt |
| Book Value | $20,372,543 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $202,869,714 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INVESTMENT IN P32HS | $25,053,242 | C |
| INVESTMENT IN INTEGRA | $48,016,483 | C |
| INVESTMENT IN CP HOLDINGS | $4,438,827 | C |
| COMMON STOCKS - INTEGRA | $31,956,086 | F |
| COMMON STOCK - CP HOLDINGS | $23,360,201 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $132,824,839 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (15 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ACCRUED RETROSPECTIVE PREMIUMS | $22,502,850 |
| DUE FROM CAREPARTNERS | $6,461,650 |
| DUE FROM HP REINSURANCE/HPIC | $7,793 |
| DUE FROM HPHC | $2,550,853 |
| DUE FROM HPHC INSTITUTE | $546 |
| DUE FROM HPHC INSURANCE CO | $2,031,842 |
| DUE FROM HPHC NE | $96,106 |
| DUE FROM TAHMO ELIMS | $1,151,983 |
| DUE FROM THFIC | $168,789 |
| DUE FROM THPI | $645,566 |
| DUE FROM THPP | $13,076,963 |
| HEALTHCARE AR | $98,349,255 |
| INTEREST RECEIVABLE | $1,527,193 |
| INVESTMENT SETTLEMENT RECEIVAB | $1,445,977 |
| OTHER RECEIVABLES | $2,234,477 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $152,251,843 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| CLAIMS UNPAID | $274,670,062 |
| DUE TO HC | $28,678,510 |
| DUE TO TICO | $20,749,344 |
| DUE TO P32H | $26,194 |
| DUE TO CPCT HOLDINGS | $1,300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $324,125,410 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,890,976,990 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$108,730,000 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$108,730,000 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,999,706,990 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $2,223,361 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $2,223,361 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,001,930,351 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,994,149,729 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $2,994,149,729 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $2,223,361 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $2,223,361 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,996,373,090 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE D, PART X, LINE 2 | FormAndLineReferenceDesc |
| Explanation | ASC 740 (FKA FIN 48) FOOTNOTE THIS ORGANIZATION IS AN AFFILIATE OF POINT32HEALTH, INC. (P32H). THE BELOW FOOTNOTE DERIVES FROM THE CONSOLIDATED AUDITED FINCIAL STATEMENTS OF POINT32HEALTH, INC. AND AFFILIATES. POINT32HEALTH, INC., TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC., TUFTS PUBLIC HEALTH PLANS, INC., AND HARVARD PILGRIM HEALTH CARE OF NEW ENGLAND, INC., ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(4) OF THE INTERNAL REVENUE CODE ("IRC"). HARVARD PILGRIM HEALTH CARE, INC. AND POINT32HEALTH FOUNDATION, INC. ARE RECOGNIZED AS TAX-EXEMPT ORGANIZATIONS UNDER IRC SECTION 501(C)(3). THE HARVARD PILGRIM HEALTH CARE INSTITUTE, LLC IS A DISREGARDED ENTITY FOR FEDERAL INCOME TAX PURPOSES AND, THEREFORE, FOLLOWS THE TAX-EXEMPT STATUS OF HARVARD PILGRIM HEALTH CARE, INC. AS ITS SOLE CORPORATE MEMBER. ACCORDINGLY, NO PROVISION FOR FEDERAL INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING COMBINED FINANCIAL STATEMENTS. THE COMPANY BELIEVES THAT THE POSITIONS TAKEN ON ITS INCOME TAX RETURNS FOR OPEN TAX YEARS WILL BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE ("IRS"). THEREFORE, P32H HAS NOT RECORDED ANY LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER ASC 740, INCOME TAXES. AS OF DECEMBER 31, 2022, THERE ARE NO UNRECOGNIZED TAX BENEFITS, AND THE COMPANY DOES NOT ANTICIPATE ANY SIGNIFICANT CHANGES IN THE AMOUNT OF UNRECOGNIZED TAX BENEFITS DURING THE NEXT TWELVE MONTHS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRAZILIAN WOMEN'S GROUP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 697 CAMBRIDGE ST | AddressLine1Txt |
| City | BRIGHTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02135 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 043549382 | RecipientEIN |
| IRC Section | 501 (C)(3) | IRCSectionDesc |
| Cash Grant | $6,850 | CashGrantAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
| Purpose Of Grant | SPONSORSHIP 27TH BRAZILIAN IND DAY FEST | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS THE ORGANIZATION ONLY CONTRIBUTES TO TAX-EXEMPT ORGANIZATIONS UNDER IRC SECTION 501(C)(3) AND CERTAIN GOVERNMENTAL UNITS, AS WELL AS SPONSORS EVENTS THAT BENEFIT THESE TYPES OF ORGANIZATIONS. THE ORGANIZATION CONTRIBUTES TO WELL ESTABLISHED, NON-PROFIT ORGANIZATIONS THAT HAVE ESTABLISHED POLICIES AND PROCEDURES FOR MONITORING THE USE OF FUNDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (18 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CAIN HAYES | ||||||||||||||
| PRESIDENT & CEO | $0 | $1,139,681 | $0 | $1,300,939 | $0 | $0 | $0 | $308,583 | $0 | $27,407 | $0 | $2,776,610 | $0 | $0 |
| MICHAEL CARSON | ||||||||||||||
| FORMER PRESIDENT | $0 | $0 | $0 | $1,094,842 | $0 | $1,126,000 | $0 | $0 | $0 | $0 | $0 | $2,220,842 | $0 | $0 |
| UMESH KURPAD | ||||||||||||||
| CFO | $0 | $612,783 | $0 | $715,141 | $0 | $167,229 | $0 | $184,011 | $0 | $13,439 | $0 | $1,692,603 | $0 | $157,491 |
| DEREK ABRUZZESE | ||||||||||||||
| SVP, CORP STRATEGY (END 4/15) | $0 | $102,584 | $0 | $322,799 | $0 | $1,148,431 | $0 | $48,131 | $0 | $7,920 | $0 | $1,629,865 | $0 | $67,272 |
| THOMAS CROSWELL | ||||||||||||||
| FORMER CEO | $0 | $0 | $0 | $1,500,205 | $0 | $0 | $0 | $13,348 | $0 | $0 | $0 | $1,513,553 | $0 | $0 |
| TISA HUGHES | ||||||||||||||
| CLERK/SECR;CHIEF LEGAL OFFICER | $0 | $473,550 | $0 | $667,925 | $0 | $47,896 | $0 | $95,697 | $0 | $23,816 | $0 | $1,308,884 | $0 | $54,100 |
| MICHAEL SHERMAN MD | ||||||||||||||
| CHIEF MEDICAL OFFICER | $0 | $477,368 | $0 | $538,227 | $0 | $99,172 | $0 | $143,552 | $0 | $23,753 | $0 | $1,282,072 | $0 | $105,154 |
| PHILIP BARR | ||||||||||||||
| EVP, PRESIDENT, MARKETS | $0 | $672,923 | $0 | $400,000 | $0 | $1,862 | $0 | $155,398 | $0 | $10,329 | $0 | $1,240,512 | $0 | $0 |
| MARK PORTER | ||||||||||||||
| SVP, CHIEF ACCOUNTING OFFICER | $0 | $414,674 | $0 | $572,879 | $0 | $57,779 | $0 | $135,210 | $0 | $25,958 | $0 | $1,206,500 | $0 | $60,672 |
| TRACEY CARTER | ||||||||||||||
| SVP, CHIEF ACTUARY | $0 | $467,132 | $0 | $470,007 | $0 | $98,107 | $0 | $141,791 | $0 | $19,976 | $0 | $1,197,013 | $0 | $96,950 |
| PETE CHURCH | ||||||||||||||
| CHIEF PEOPLE OFFICER | $0 | $513,577 | $0 | $500,000 | $0 | $0 | $0 | $142,403 | $0 | $27,185 | $0 | $1,183,165 | $0 | $0 |
| KRISTIN LEWIS | ||||||||||||||
| FORMER OFFICER | $0 | $397,792 | $0 | $350,765 | $0 | $67,570 | $0 | $122,986 | $0 | $19,943 | $0 | $959,056 | $0 | $67,121 |
| JEAN YANG | ||||||||||||||
| FORMER OFFICER | $0 | $251,956 | $0 | $421,272 | $0 | $38,067 | $0 | $50,184 | $0 | $4,171 | $0 | $765,650 | $0 | $40,091 |
| PATRICIA HOWARD | ||||||||||||||
| CHIEF OPERATIONS OFFICER | $0 | $610,822 | $0 | $0 | $0 | $4,079 | $0 | $107,283 | $0 | $20,363 | $0 | $742,547 | $0 | $0 |
| ROLAND PRICE | ||||||||||||||
| TREASURER | $0 | $321,763 | $0 | $160,064 | $0 | $59,661 | $0 | $97,563 | $0 | $13,069 | $0 | $652,120 | $0 | $44,856 |
| SUSAN KEE | ||||||||||||||
| FORMER ASST. CLERK | $0 | $327,011 | $0 | $158,172 | $0 | $43,139 | $0 | $59,955 | $0 | $1,057 | $0 | $589,334 | $0 | $47,024 |
| MARC SPOONER | ||||||||||||||
| FORMER COO | $0 | $0 | $0 | $499,935 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $499,935 | $0 | $0 |
| PATRICIA BLAKE | ||||||||||||||
| SVP, PRESIDENT MEDICARE | $0 | $424,604 | $0 | $475,315 | $0 | $91,475 | $0 | $136,148 | $0 | $19,978 | $0 | $1,147,520 | $0 | $92,548 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SCHEDULE J, PART I, LINE 3 | METHOD USED TO ESTABLISH CEO COMPENSATION TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC. RELIED ON ITS PARENT AND SOLE CORPORATE MEMBER, POINT32HEALTH, INC., TO ESTABLISH COMPENSATION FOR ITS CEO. THE METHODS USED BY POINT32HEALTH, INC. ARE AS FOLLOWS: -COMPENSATION COMMITTEE -INDEPENDENT COMPENSATION CONSULTANT -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE -WRITTEN EMPLOYMENT AGREEMENT ---------- |
| FORM 990, SCHEDULE J, PART I, LINE 4A | SEVERANCE PAYMENT THE FOLLOWING SENIOR LEADERS, WHO DEPARTED THE COMPANY FOLLOWING THE CLOSE OF THE TRANSACTION, RECEIVED SEVERANCE OR CHANGE IN CONTROL PAYMENTS RELATING TO THE COMBINATION OF HARVARD PILGRIM HEALTH CARE AND TUFTS HEALTH PLAN. THESE PAYMENTS WERE DESIGNED TO RETAIN LEADERS WITH SIGNIFICANT EXPERTISE IN KEY AREAS AND TO ENSURE CONTINUITY OF OPERATIONS FOR BOTH ORGANIZATIONS THROUGH A LENGTHY AND UNCERTAIN REGULATORY REVIEW PROCESS THAT SPANNED OVER A FIFTEEN MONTH PERIOD, AS WELL AS A GLOBAL PANDEMIC: MICHAEL CARSON = $1,126,000 DEREK ABRUZZESE = $1,088,000 ---------- |
| FORM 990, SCHEDULE J, PART I, LINE 4B | DISCRETIONARY RETIREMENT PLAN THE ORGANIZATION'S LEADERS PARTICIPATED IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN SPONSORED BY THEIR EMPLOYER, POINT32HEALTH SERVICES, INC., A RELATED PARTY. THE EMPLOYEES AND AMOUNTS LISTED ON SCHEDULE J, PART II, COLUMN C REFLECT EMPLOYER CONTRIBUTIONS TO THE SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (19 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1 & PART III, LINE 1 | DETAIL REGARDING THE ORGANIZATION'S MISSION TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION INC.'S (TAHMO) PURPOSE IS TO GUIDE AND EMPOWER HEALTHIER LIVES FOR EVERYONE. TAHMO SEEKS TO IMPROVE THE HEALTH AND WELLNESS OF THE DIVERSE COMMUNITIES WE SERVE. TAHMO IS RESPONSIBLE FOR ARRANGING FOR THE DELIVERY OF COMPREHENSIVE, PREVENTIVE AND THERAPEUTIC HEALTH CARE SERVICES TO SUBSCRIBING INDIVIDUALS IN RETURN FOR A FIXED MONTHLY PAYMENT. SERVICES ARE PROVIDED THROUGH A CONTRACTED NETWORK OF INDEPENDENT PROVIDER GROUPS AND HOSPITALS WITHIN THE SERVICE AREA. TAHMO PRODUCTS ARE AVAILABLE TO ALL SIZE EMPLOYER GROUPS, INCLUDING A MERGED SMALL GROUP AND INDIVIDUAL MARKET.TAHMO ALSO OFFERS PRODUCTS TO INDIVIDUALS WHO ARE MEDICARE AND/ OR MEDICAID ELIGIBLE. TAHMO PROVIDES A BROAD RANGE OF PROGRAMS DESIGNED TO EDUCATE ITS MEMBERS IN HEALTH MAINTENANCE AND DISEASE PREVENTION. TAHMO IS DEDICATED TO OFFERING A VARIETY OF QUALITY, INNOVATIVE HEALTH COVERAGE OPTIONS, AND TO IMPROVING ACCESS TO AFFORDABLE HEALTH CARE BY DEVELOPING AND EMPLOYING STRATEGIES THAT IMPROVE THE ALLOCATION OF HEALTH CARE RESOURCES. IN ADDITION TO PROVIDING THESE SERVICES TO ITS MEMBERS, TAHMO IS DEDICATED TO PROVIDING AND FUNDING HEALTH PROGRAMS THAT BENEFIT THE COMMUNITIES TAHMO SERVES. TAHMO IS PART OF THE POINT32HEALTH, INC (P32H) FAMILY OF COMPANIES. ---------- |
| FORM 990, PART III, LINE 4A | PROGRAM SERVICE ACCOMPLISHMENTS - COMMERCIAL HMO PRODUCT ONE OF TAHMO'S LARGEST PRODUCTS IS ITS COMMERCIAL HMO WHICH PROVIDES AFFORDABLE HEALTH COVERAGE TO ITS MEMBERS. TAHMO STRIVES TO PROVIDE HMO COVERAGE THAT IS AFFORDABLE, AND PROVIDES ACCESS TO TOP QUALITY HEALTH CARE SERVICES. TAHMO ALSO PROVIDES PROGRAMS THAT TARGET THE IMPROVEMENT OF THE HEALTH OF ITS MEMBERS, AS WELL AS THE COMMUNITY AT LARGE. QUALITY: NCQA EVALUATES HEALTH PLANS ON THE QUALITY OF CARE PATIENTS RECEIVE, HOW SATISFIED PATIENTS ARE WITH THEIR CARE, AND HEALTH PLANS' EFFORTS TO KEEP IMPROVING. TUFTS HEALTH PLAN HMO/POS/EPO ACHIEVED A RATING OF 4 OUT OF 5 FOR THE NCQA 2022 HEALTH PLAN RATINGS. TAHMO CONTINUES TO IMPLEMENT OUTREACH PROGRAMS WITH BOTH PROVIDERS AND MEMBERS WITH THE GOAL OF IMPROVING THE QUALITY OF CARE PROVIDED AND RECEIVED. UPDATED RATINGS WILL BE RELEASED IN SEPTEMBER 2023. TAHMO PROVIDES SPECIALTY CARE MANAGEMENT SERVICES FOR ITS MEMBERS WITH COMPLEX MEDICAL AND BEHAVIORAL HEALTH CONDITIONS. TAHMO MEMBERS RECEIVE TARGETED HEALTH REMINDERS TO ENCOURAGE PREVENTIVE HEALTH CARE.TAHMO'S CARE MANAGERS ASSIST MEMBERS WHO ARE ILL OR DISABLED IN NAVIGATING THE HEALTH CARE SYSTEM AND PROVIDE REFERRALS TO COMMUNITY RESOURCES. OUR WEBSITE, www.tuftshealthplan.com , IS AVAILABLE TO THE COMMUNITY AT LARGE, and INCLUDES A LIBRARY OF TOOLS AND READY-MADE PRINT AND ELECTRONIC MATERIALS. THESE RESOURCES HELP TO ENCOURAGE HEALTHY BEHAVIORS, INCREASE DEMAND FOR PREVENTIVE HEALTH, AND DRIVE ENGAGEMENT IN PROGRAMS THAT EDUCATE AND EMPOWER HEALTHIER LIFESTYLES AND REDUCE HEALTH RISKS. TOPICS INCLUDE PREVENTIVE CARE BENEFITS, HEALTHY EATING AND WEIGHT CONTROL, EXERCISE AND FITNESS, MANAGING STRESS AND HEART HEALTH, CANCER PREVENTION, AND TOBACCO CESSATION. WE ALSO OFFER A VARIETY OF WELLNESS PROGRAMS AT THE WORKSITE SUCH AS FLU SHOTS, CHOLESTEROL SCREENINGS, STRESS MANAGEMENT, AND MORE. TAHMO'S SECURE ONLINE ACCOUNT SERVES AS A CENTRAL HUB FOR LIFESTYLE MANAGEMENT PROGRAM COMPONENTS, HEALTH AND WELLNESS CONTENT, AND TOOLS. THE ONLINE ACCOUNT OFFERS A PERSONAL HEALTH ASSESSMENT AND RESOURCES DESIGNED TO ENCOURAGE INDIVIDUALS TO LEAD HEALTHIER LIVES BASED ON THEIR INTERESTS, OVERALL HEALTH CONDITION, AND OTHER PERSONAL ATTRIBUTES. COMMERCIAL MEMBERS OF TUFTS HEALTH PLAN CONTINUE TO RECEIVE THE MEMBER NEWSLETTER 3-4 TIMES EACH YEAR , THE NEWSLETTER IS AN EDUCATIONAL RESOURCE ON TOPICS PERTAINING TO ACCESS TO SERVICES, PREVENTIVE CARE, HEALTH EDUCATION AND LIFESTYLE REMINDERS. IT ALSO HELPS MEMBERS UTILIZE THEIR COVERED HEALTH PLAN BENEFITS, SERVICES AND FEATURES TO THE FULLEST - AND IS AIMED AT SUPPORTING THEIR IMPROVED HEALTH. ACCESS: TAHMO'S MEMBERS HAVE ACCESS TO HOSPITALS, PRIMARY CARE PROVIDERS AND SPECIALISTS AND ALLIED HEALTH PROFESSIONALS, AS WELL AS CONDITION MANAGEMENT PROGRAMS, PREVENTION AND WELLNESS PROGRAMS. AFFORDABILITY: TAHMO'S GOAL IS TO PROVIDE ACCESS TO THE HIGHEST QUALITY HEALTH CARE SERVICES THROUGH AFFORDABLE HEALTH COVERAGE TO AS MANY MASSACHUSETTS AND RHODE ISLAND RESIDENTS AS POSSIBLE. TAHMO HAS DESIGNED HEALTH MANAGEMENT PROGRAMS TO SIMULTANEOUSLY LOWER MEDICAL COSTS AND IMPROVE QUALITY AND OUTCOMES. BY LOWERING MEDICAL COSTS, TAHMO IS ABLE TO OFFER COMPETITIVE PREMIUM RATES AND PROVIDE COVERAGE TO MORE PEOPLE. TAHMO IS COMMITTED TO IMPROVING THE HEALTH OF THE COMMUNITY AS WELL AS THAT OF ITS MEMBERS. THE ORGANIZATION TAKES THIS COMMITMENT SERIOUSLY AND HAS A DEDICATED COMMUNITY PARTNERSHIP PROGRAM THAT PROVIDES IN-KIND AND FINANCIAL SUPPORT TO NOT-FOR-PROFIT PROGRAMS THROUGHOUT MASSACHUSETTS. SUPPORT IS BROAD BASED AND REFLECTS DIVERSE SPONSORSHIP OF ORGANIZATIONS THAT PROMOTE IMPROVED COMMUNITY HEALTH. ---------- |
| FORM 990, PART III, LINE 4B | PROGRAM SERVICE ACCOMPLISHMENTS - MASSACHUSETTS MEDICARE PRODUCT TAHMO ALSO OFFERS PRODUCTS TO MEDICARE ELIGIBLE ENROLLEES. TUFTS HEALTH PLAN MEDICARE PREFERRED (TUFTS MEDICARE PREFERRED) PROVIDES AFFORDABLE HEALTH COVERAGE TO ITS MEMBERS IN MASSACHUSETTS. TUFTS MEDICARE PREFERRED STRIVES TO PROVIDE COVERAGE OPTIONS THAT ARE AFFORDABLE AND PROVIDE ACCESS TO TOP QUALITY HEALTH CARE SERVICES FOR SENIORS. TUFTS MEDICARE PREFERRED ALSO OFFERS PROGRAMS THAT TARGET THE IMPROVEMENT OF THE HEALTH OF ITS MEMBERS, AS WELL AS THE COMMUNITY AT LARGE. WITHIN THE MASSACHUSETTS MEDICARE ADVANTAGE MARKET, TUFTS MEDICARE PREFERRED IS THE MARKET LEADER - COVERING MORE INDIVIDUALS THROUGH MEDICARE ADVANTAGE PRODUCTS THAN ANY OTHER CARRIER. TUFTS MEDICARE PREFERRED ALSO OFFERS CARE MANAGEMENT AND CONDITION MANAGEMENT SERVICES TO MEMBERS AND PUBLISHES WELL! MAGAZINE FOR ITS MEDICARE POPULATION ONCE A YEAR. THE MAGAZINE IS AN EDUCATIONAL RESOURCE ON TOPICS PERTAINING TO GENERAL HEALTH, ACCESS TO CARE, PREVENTIVE CARE, HEALTH INFORMATION AND HEALTH CARE REMINDERS, TARGETED TO ITS SPECIFIC POPULATION. IT ALSO PROVIDES INFORMATION FOR MEMBERS ON HOW TO GET THE MOST OF TUFTS HEALTH PLAN'S BENEFITS. ---------- |
| FORM 990, PART III, LINE 4C | PROGRAM SERVICE ACCOMPLISHMENTS - DUAL-ELIGIBLE PROGRAM THE ORGANIZATION ALSO PROVIDES ACCESS TO AFFORDABLE CARE THROUGH A DUAL-ELIGIBLE PROGRAM. TAHMO PROVIDES COVERAGE FOR PEOPLE AGE 65 OR OLDER WHO ARE ELIGIBLE FOR MASSHEALTH STANDARD, HAVE BOTH MEDICARE PART A AND B, AND HAVE NOT BEEN DIAGNOSED AS HAVING END STAGE RENAL DISEASE. THIS PROGRAM, CALLED SENIOR CARE OPTIONS, INTEGRATES MEDICAID AND MEDICARE BENEFITS AND SERVICES, PROVIDING THOSE ELIGIBLE WITH COORDINATED HIGH-QUALITY AND COST-EFFECTIVE HEALTH CARE. ---------- |
| FORM 990, PART III, LINE 4D | DETAIL OF OTHER PROGRAM SERVICE ACCOMPLISHMENTS - MEDICARE COMPLEMENT TAHMO PROVIDES COVERAGE FOR MEMBERS OF ELIGIBLE EMPLOYER GROUPS WHO ARE ENROLLED IN MEDICARE PARTS A AND B. THIS PROGRAM IS CALLED TUFTS MEDICARE COMPLEMENT (TMC) PLAN AND IS A MANAGED CARE PLAN THAT COMPLEMENTS A MEMBER'S EXISTING MEDICARE COVERAGE. IT IS OFFERED TO TUFTS HEALTH PLAN MEMBERS IN ELIGIBLE EMPLOYER GROUPS WHO ARE ENROLLED IN MEDICARE PARTS A AND B. THE TMC PLAN REQUIRES MEMBERS TO CHOOSE A PRIMARY CARE PHYSICIAN(PCP) WHO IS RESPONSIBLE FOR MANAGING OR PROVIDING THE MEMBER'S CARE. ---------- |
| FORM 990, PART VI, LINE 2 | DETAIL OF FAMILY OR BUSINESS RELATIONSHIPS BUSINESS RELATIONSHIP - THE FOLLOWING INDIVIDUALS SERVED ON THE BOARDS OR WERE AN OFFICER OR KEY EMPLOYEE OF ONE OR MORE FOR-PROFIT ORGANIZATIONS AFFILIATED WITH TAHMO FROM 1/1/2022 TO 12/31/2022: CAIN HAYES, DIRECTOR; PRESIDENT & CEO TISA HUGHES, CLERK/SECR; CHIEF LEGAL OFFICER JOYCE MURPHY, DIRECTOR, CHAIR (END 6/7/22) EILEEN AUEN, DIRECTOR, CHAIR (START 6/7/22) UMESH KURPAD, CFO ---------- |
| FORM 990, PART VI, LINE 3 | DELEGATION OF CONTROL OF MANAGEMENT DUTIES POINT32HEALTH SERVICES, INC., A WHOLLY OWNED SUBSIDIARY OF TAHMO PERFORMS MANAGEMENT, ADMINISTRATIVE, AND MARKETING SERVICES FOR TAHMO AND ITS AFFILIATES. THE OFFICERS, KEY EMPLOYEES, AND HIGHEST COMPENSATED EMPLOYEES LISTED IN PART VII, SECTION A ARE EMPLOYEES OF POINT32HEALTH SERVICES, INC. THEIR COMPENSATION IS LISTED IN PART VII, SECTION A AND SCHEDULE J. ---------- |
| FORM 990, PART VI, LINE 6 | MEMBERS OR STOCKHOLDERS POINT32HEALTH, INC. IS THE SOLE CORPORATE MEMBER OF THE ORGANIZATION. ---------- |
| FORM 990, PART VI, LINE 7A | POWER TO ELECT OR APPOINT MEMBERS POINT32HEALTH, INC. (P32H), AS THE SOLE CORPORATE MEMBER OF THE ORGANIZATION, ELECTS THE MEMBERS OF THE ORGANIZATION'S GOVERNING BODY. ---------- |
| FORM 990, PART VI, LINE 7B | DECISIONS RESERVED TO MEMBERS OR STOCKHOLDERS P32H, AS THE SOLE CORPORATE MEMBER OF THE ORGANIZATION, HAS THE RIGHT TO MAKE CERTAIN DECISIONS REGARDING THE ORGANIZATION, AND IS REQUIRED TO APPROVE ANY CHANGES TO THE ORGANIZATION'S BYLAWS. ---------- |
| FORM 990, PART VI, LINE 8B | CONTEMPORANEOUS BOARD MEETING DOCUMENTATION FOR A MAJORITY OF THE TIME, THE ORGANIZATION CONTEMPORANEOUSLY DOCUMENTS MEETINGS HELD AND WRITTEN ACTIONS UNDERTAKEN BY ITS GOVERNING BODY AND COMMITTEES. HOWEVER, ON LIMITED OCCASIONS, THE GOVERNING BODY OR A COMMITTEE MAY HAVE A SERIES OF CONFERENCE CALLS AND MINUTES FOR THOSE CALLS ARE NOT APPROVED UNTIL THE NEXT MEETING. ---------- |
| FORM 990, PART VI, LINE 11B | PROCESS USED TO REVIEW THE FORM 990 THIS FORM 990 WAS PREPARED BY THE ORGANIZATION'S S EXTERNAL ACCOUNTANT, REVIEWED BY POINT32HEALTH, INC.'S FINANCE DEPARTMENT AND CERTAIN SECTIONS ARE REVIEWED FOR INPUT BY SUBJECT MATTER PERSONNEL IN OTHER DEPARTMENTS THROUGHOUT THE ORGANIZATION. THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS BEFORE FILING. ---------- |
| FORM 990, PART VI, LINE 12A & 12C | MONITORING AND ENFORCEMENT OF COMPLIANCE WITH CONFLICT OF INTEREST POLICY: THE POINT32HEALTH INC'S CONFLICT OF INTEREST (COI) POLICY AND PROCEDURES (P&P) APPLIES TO THE FILING COMPANY AS A SUBSIDIARY ORGANIZATION. THE POINT32HEALTH, INC.'S COI P&P IS REVIEWED ANNUALLY, REVISED AS NEEDED AND APPROVED UPON MATERIAL REVISIONS. THE POLICY REQUIRES ALL EMPLOYEES, INCLUDING THE PRESIDENT AND CEO AND GOVERNING BODY MEMBERS TO COMPLY WITH THE COI POLICY AND PROCESSES. ALL EMPLOYEES RECEIVE ANNUAL COMPLIANCE TRAINING WHICH INCLUDE EXPECTATIONS RELATED TO FOLLOWING THE COI P&P. THE COI P&P REQUIRES THE OFFICERS, KEY EMPLOYEES AND BOARD OF DIRECTORS OF THE TAX-EXEMPT ENTITIES TO COMPLETE AND SUBMIT AN ANNUAL DISCLOSURE SURVEY AND STATEMENT TO THE CHIEF LEGAL OFFICER (CLO) OR DESIGNEE IN THE LEGAL DEPARTMENT, LISTING ANY OUTSIDE RELATIONSHIPS, INCLUDING FINANCIAL AND/OR BOARD RELATIONSHIPS THAT THEY OR A FAMILY MEMBER HAVE WITH POINT32HEALTH, INC.'S (OR ITS SUBSIDIARIES) SUPPLIERS, PURCHASERS, PROVIDERS AND/OR COMPETITORS. ADDITIONALLY, POINT32HEALTH, INC. REQUIRES EXECUTIVE MANAGEMENT AND SENIOR MANAGEMENT (AS DEFINED IN THE COI POLICY) TO COMPLETE AND SUBMIT AN ANNUAL DISCLOSURE SURVEY AND STATEMENT TO THE CHIEF COMPLIANCE OFFICER OR DIRECTOR, CORPORATE COMPLIANCE. BY COMPLETING THE ANNUAL DISCLOSURE STATEMENT, THESE INDIVIDUALS ACKNOWLEDGE THE POINT32HEALTH COI P&P. ALL EMPLOYEES ARE REQUIRED TO REPORT THE OFFER BY AN OUTSIDE ENTITY OF GIFTS OVER $250, HONORARIA OR COVERAGE OF BUSINESS EXPENSES, OR OTHER EVENTS OR RELATIONSHIPS THAT MAY BE PERCEIVED AS CONFLICTS TO THE CHIEF COMPLIANCE OFFICER, DIRECTOR, CORPORATE COMPLIANCE OR DESIGNEE AND THE EMPLOYEE'S MANAGEMENT. BOTH MUST APPROVE BEFORE ACCEPTANCE IS ALLOWED. THERE ARE PROTOCOLS AND PROCESSES TO REVIEW ANY DISCLOSURE THAT MIGHT BE A POTENTIAL CONFLICT OF INTEREST. BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES' RESPONSES TO THE DISCLOSURE SURVEY AND STATEMENT ARE REVIEWED BY THE CLO, WHO WILL REVIEW THE SELF-DISCLOSURE WITH THE CHAIR OF THE GOVERNANCE COMMITTEE OF THE BOARD OF DIRECTORS OF POINT32HEALTH, INC. AND DETERMINE EXPECTATIONS AND RECOMMENDED ACTIONS IF NEEDED. A SUMMARY REPORT OF ALL DISCLOSED ACTUAL OR POTENTIAL CONFLICTS ALONG WITH ANY RECOMMENDED ACTIONS TO ADDRESS A DISCLOSED ACTUAL OR POTENTIAL CONFLICT IS REVIEWED AND APPROVED BY THE GOVERNANCE COMMITTEE AND THE COMMITTEE'S REVIEW/FINDINGS ARE REPORTED TO THE FULL BOARD. THE CLO COMMUNICATES THE RECOMMENDED ACTIONS TO INDIVIDUAL SURVEY RECIPIENTS. THE CHIEF COMPLIANCE OFFICER IS CONSULTED AND INFORMED OF THE DECISIONS MADE BY THE CLO OR LEGAL DESIGNEE. EXECUTIVE MANAGEMENT AND SENIOR MANAGEMENT'S RESPONSES TO THE DISCLOSURE SURVEY AND STATEMENT ARE REVIEWED BY THE DIRECTOR, CORPORATE COMPLIANCE AND CHIEF COMPLIANCE OFFICER, WHO WILL REPORT TO THE CLO ANY POTENTIAL CONFLICTS ALONG WITH ANY RECOMMENDED ACTIONS TO ADDRESS THE POTENTIAL CONFLICT, IF NECESSARY. RECOMMENDED ACTIONS/EXPECTATIONS ARE COMMUNICATED BY THE DIRECTOR, CORPORATE COMPLIANCE/CHIEF COMPLIANCE OFFICER TO IMPACTED INDIVIDUALS. FOR CONFLICT DISCLOSURES INVOLVING THE CHIEF COMPLIANCE OFFICER, THE CLO WILL MAKE THE FINAL DETERMINATION. ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST THAT ARISES AFTER COMPLETION OF THE DISCLOSURE SURVEY WILL FOLLOW THE SAME REVIEW PROCESS. ---------- |
| FORM 990, PART VI, LINE 13 | WRITTEN WHISTLEBLOWER/NON-RETALIATION POLICY THE FILING ORGANIZATION IS SUBJECT TO THE WRITTEN WHISTLEBLOWER/NON-RETALIATION POLICY WITHIN THE CODE OF CONDUCT THAT WAS APPROVED BY THE BOARD OF DIRECTORS OF POINT32HEALTH, INC. ---------- |
| FORM 990, PART VI, LINE 14 | WRITTEN DOCUMENT RETENTION POLICY THE FILING ORGANIZATION IS SUBJECT TO THE WRITTEN DOCUMENT RETENTION POLICY AND RECORD RETENTION SCHEDULE OF POINT32HEALTH, INC. ---------- |
| FORM 990, PART VI, LINES 15A & 15B | COMPENSATION REVIEW AND APPROVAL THE FILING ORGANIZATION'S PARENT COMPANY, POINT32HEALTH, INC. HAS AN INDEPENDENT HUMAN RESOURCES COMMITTEE (THE "COMMITTEE") THAT ANNUALLY REVIEWS THE TOTAL REMUNERATION OPPORTUNITIES, POLICIES AND PROGRAMS OF THE CEO AND CERTAIN EXECUTIVES, INCLUDING OTHER OFFICERS AND KEY EMPLOYEES AS WELL AS INDIVIDUALS THE COMMITTEE DEEMS APPROPRIATE TO REVIEW. THE COMMITTEE IS COMPRISED OF INDEPENDENT DIRECTORS OF THE COMPANY. THE COMMITTEE CONSIDERS MARKET DATA AND ANALYSES ASSEMBLED BY INDEPENDENT AND INTERNAL COMPENSATION CONSULTANTS WITH THE GOAL TO DETERMINE EXECUTIVE TOTAL REMUNERATION THAT IS REASONABLE AND COMPETITIVE WITHIN THE INDUSTRY AND GEOGRAPHY IN WHICH POINT32HEALTH, INC. OPERATES. ---------- |
| FORM 990, PART VI, LINE 19 | PROCESS FOR MAKING DOCUMENTS AVAILABLE TO THE PUBLIC THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND ANNUAL FINANCIAL REPORT AND QUARTERLY FINANCIAL UPDATES ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION'S GOVERNING DOCUMENTS ARE ALSO FILED WITH THE MASSACHUSETTS SECRETARY OF STATE, WHERE THEY ARE AVAILABLE TO THE PUBLIC. ---------- |
| FORM 990, PART XI, LINE 9 | DETAIL OF OTHER CHANGES IN NET ASSETS CONTRIBUTION TO PARENT $(35,000,000) CHANGE IN NONADMITTED ASSETS (2,775,000) OTHER CHANGES IN NET ASSETS (370) ------------ TOTAL $(37,775,370) ---------- |
| FORM 990, PART XII, LINE 1 | ACCOUNTING METHOD USED TO PREPARE THE FORM 990 TAHMO FOLLOWS THE STATUTORY ACCOUNTING METHOD PRESCRIBED BY THE NATIONAL ASSOCIATION OF INSURANCE COMMISSIONERS' ACCOUNTING PRACTICES AND PROCEDURES MANUAL FOR STATUTORY ACCOUNTING PRINCIPLES. ---------- |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| HPHC OF NEW ENGLAND INC | ||||||||||
| 1 WELLNESS WAY | CANTON | MA | 02021 | 042663394 | HEALTH INS. | MA | 501(C)(4) | N/A | HPHCINC | Yes (true) |
| POINT32HEALTH FOUNDATION INC | ||||||||||
| 1 WELLNESS WAY | CANTON | MA | 02021 | 261374263 | GRANT MAKING | MA | 501 (C)(3) | 12A | TAHMO | Yes (true) |
| TUFTS HEALTH PUBLIC PLANS INC | ||||||||||
| 1 WELLNESS WAY | CANTON | MA | 02021 | 800721489 | HMO | MA | 501(C)(4) | N/A | P32H | Yes (true) |
| POINT32HEALTH INC | ||||||||||
| 1 WELLNESS WAY | CANTON | MA | 02021 | 814089215 | HEALTHCARE | MA | 501(C)(4) | N/A | NA | false |
| CARE PARTNERS OF CONNECTICUT INC | ||||||||||
| 1 WELLNESS WAY | CANTON | MA | 02021 | 822604728 | HMO | CT | 501(C)(4) | N/A | TAHMO | Yes (true) |
| HPHC INC | ||||||||||
| 1 WELLNESS WAY | CANTON | MA | 02021 | 042452600 | HEALTH INSURA | MA | 501(C)(3) | 10 | P32H | Yes (true) |
| HPHC FOUNDATION INC | ||||||||||
| 1 WELLNESS WAY | CANTON | MA | 02021 | 042708004 | COMMUNITY SVC | MA | 501(C)(3) | 12A-I | HPHCINC | Yes (true) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | UBI Code VUBICodeVAmt | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CAREPARTNERS OF CT HOLDINGS LLC | ||||||||||||||
| 1 WELLNESS WAY | CANTON | MA | 02021 | 823129930 | HOLDING COMPANY | CT | TAHMO | RELATED | $0 | $36,362,946 | false | $0 | false | 0.51000 |
| CLARION MANAGEMENT SOLUTIONS LLC | ||||||||||||||
| 1212 CORPORATE DRIVE SUITE 225 | IRVING | TX | 75038 | 822713764 | CLINICAL CONSULTG | DE | EH NEXUS | N/A | ||||||
| EMPLOYERS HEALTH NEXUS LLC | ||||||||||||||
| 1500 W PARK DRIVE SUITE 330 | WESTBOROUGH | MA | 01581 | 882938454 | HOLDING COMPANY | MA | HEALTH PLANS | N/A | ||||||
| EMPLOYERS HEALTH NETWORK LLC | ||||||||||||||
| 1212 CORPORATE DRIVE SUITE 225 | IRVING | TX | 75038 | 471678150 | SELF INSURANCE | DE | EH NEXUS | N/A | ||||||
| KP VENTURES LLC SERIES B | ||||||||||||||
| 1 KAISER PLAZA | OAKLAND | CA | 94612 | 273339892 | HEALTHCARE | CA | TAHMO | RELATED | $6,385,216 | $10,007,372 | false | $0 | false | 0.50000 |
| KP VENTURES LLC SERIES D | ||||||||||||||
| 1 KAISER PLAZA | OAKLAND | CA | 94612 | 471874366 | HEALTHCARE | CA | TAHMO | RELATED | -$650,510 | $15,830,603 | false | $0 | false | 0.50000 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HPHC INSURANCE COMPANY INC | ||||||||||||
| 1 WELLNESS WAY | CANTON | MA | 020211166 | 043149694 | HEALTH INSURANCE | MA | NEW HPHC HOLDCO | C CORP | Yes (true) | |||
| PLAN MARKETING INSURANCE AGENCY INC | ||||||||||||
| 1500 W PARK DRIVE STE 330 | WESTBOROUGH | MA | 01581 | 042734281 | BROKERAGE | MA | HEALTH PLANS | C CORP | Yes (true) | |||
| HPHC INSURANCE AGENCY INC | ||||||||||||
| 1 WELLNESS WAY | CANTON | MA | 020211166 | 043016201 | BROKERAGE | MA | NEW HPHC HOLDCO | C CORP | Yes (true) | |||
| HEALTH PLANS INC | ||||||||||||
| 1500 W PARK DRIVE STE 330 | WESTBOROUGH | MA | 01581 | 042734278 | TPA | MA | NEW HPHC HOLDCO | C CORP | Yes (true) | |||
| CARE MANAGEMENT SERVICES INC | ||||||||||||
| 1500 W PARK DRIVE STE 330 | WESTBOROUGH | MA | 01581 | 043438779 | CARE MANAGEMENT | MA | HEALTH PLANS | C CORP | Yes (true) | |||
| NEW HPHC HOLDING CORPORATION | ||||||||||||
| 1 WELLNESS WAY | CANTON | MA | 020211166 | 815340662 | HOLDING COMPANY | DE | HPHC INC | C CORP | Yes (true) | |||
| POINT32HEALTH SERVICES INC | ||||||||||||
| 1 WELLNESS WAY | CANTON | MA | 02021 | 042985923 | MANAGEMENT SVCS | DE | TAHMO | C CORP | Yes (true) | $684,273,015 | $277,647,890 | 1.00000 |
| TUFTS INSURANCE COMPANY | ||||||||||||
| 1 WELLNESS WAY | CANTON | MA | 02021 | 043319729 | INSURANCE | MA | P32H SRVCS INC | C CORP | Yes (true) | |||
| TUFTS BENEFIT ADMINISTRATORS INC | ||||||||||||
| 1 WELLNESS WAY | CANTON | MA | 02021 | 043270923 | TPA | MA | P32H SRVCS INC | C CORP | Yes (true) | |||
| TOTAL HEALTH PLAN INC | ||||||||||||
| 1 WELLNESS WAY | CANTON | MA | 02021 | 042918943 | TPA | MA | P32H SRVCS INC | C CORP | Yes (true) | |||
| TAHP BROKERAGE CORPORATION | ||||||||||||
| 1 WELLNESS WAY | CANTON | MA | 02021 | 043072692 | BROKERAGE | MA | P32H SRVCS INC | C CORP | Yes (true) | |||
| INTEGRA PARTNERS HOLDINGS INC | ||||||||||||
| 100 WALL ST STE 2502 | NEW YORK | NY | 10005 | 453032233 | MED EQUIPT & SVCS | NY | TAHMO | C CORP | Yes (true) | $9,744,504 | $151,683,193 | 1.00000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (8 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| POINT32HEALTH INC | ||
| R | $35,000,000 | FMV |
| POINT32HEALTH SERVICES INC | ||
| S | $35,000,000 | FMV |
| TUFTS BENEFIT ADMINISTRATORS INC | ||
| M | $165,000 | FMV |
| TUFTS BENEFIT ADMINISTRATORS INC | ||
| L | $1,327,000 | FMV |
| TUFTS INSURANCE COMPANY | ||
| L | $6,363,000 | FMV |
| POINT32HEALTH FOUNDATION INC | ||
| L | $1,223,000 | FMV |
| CARE PARTNERS OF CONNECTICUT INC | ||
| B | $5,865,000 | FMV |
| CARE PARTNERS OF CONNECTICUT INC | ||
| L | $12,401,000 | FMV |