HARVARD PILGRIM HEALTH CARE INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HARVARD PILGRIM HEALTH CARE INC (EIN 04-2452600)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202303199349304940
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T09:04:27-06:00 | 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 | 042452600 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARVARD PILGRIM HEALTH CARE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % SCOTT WALKER | InCareOfNm |
| Business Name Control | HARV | BusinessNameControlTxt |
| Phone | 7812636000 | 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 | 7812636000 | 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 | GWEN SPENCER | 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 | $2,064,870,158 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.harvardpilgrim.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1969 | 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 | 98 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $260,410,650 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $79,331,804 | PYContributionsGrantsAmt |
| CY Contributions Grants | $62,940,443 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,884,891,334 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,762,272,007 | CYProgramServiceRevenueAmt |
| PY Investment Income | $83,374,901 | PYInvestmentIncomeAmt |
| CY Investment Income | $22,358,243 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,097,242 | PYOtherRevenueAmt |
| CY Other Revenue | $3,521,121 | CYOtherRevenueAmt |
| PY Total Revenue | $2,051,695,281 | PYTotalRevenueAmt |
| CY Total Revenue | $1,851,091,814 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $10,770,365 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $6,000,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $1,705,515,450 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $1,517,656,041 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $94,203,605 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $100,023,347 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $280,058,143 | PYOtherExpensesAmt |
| CY Other Expenses | $256,835,572 | CYOtherExpensesAmt |
| PY Total Expenses | $2,090,547,563 | PYTotalExpensesAmt |
| CY Total Expenses | $1,880,514,960 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$38,852,282 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$29,423,146 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,205,351,774 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,102,710,194 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $494,363,284 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $466,733,432 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $710,988,490 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $635,976,762 | 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 | $1,762,975,600 | ExpenseAmt |
| Grant | $6,000,000 | GrantAmt |
| Revenue | $1,764,855,629 | RevenueAmt |
| Desc | TO IMPROVE THE QUALITY AND VALUE OF HEALTH CARE FOR THE PEOPLE AND COMMUNITIES WE SERVE. AT 12/31/22, HPHC, INC. HAD 215,740 FULLY INSURED MEMBERS, AMBULATORY ENCOUNTERS WERE 1,946,546 AND HOSPITAL DAYS INCURRED WERE 52,375. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $62,940,443 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | HARVARD PILGRIM HEALTH CARE INSTITUTE, LLC PERFORMS RESEARCH AND RESEARCH ADMINISTRATION FOR GRANTS AND CONTRACTS AWARDED TO HPHC, INC. THE INSTITUTE IS A COLLABORATION BETWEEN HPHC, INC. AND HARVARD MEDICAL SCHOOL. ITS MISSION IS TO IMPROVE HEALTHCARE DELIVERY AND POPULATION HEALTH THROUGH INNOVATIVE RESEARCH AND TEACHING. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,825,916,043 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| 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 | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | 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 | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (true) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 12176 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 98 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| 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 | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 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 | 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 (32 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) | 10.0 | 40.0 | $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 | 10.0 | 40.0 | $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 | 10.0 | 40.0 | $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) | ||||
| DEBORAH NORTON | ||||||||||
| FORMER SVP, CIO | 0.0 | 0.0 | $786,096 | $0 | $0 | Yes (X) | ||||
| BETH ROBERTS | ||||||||||
| FORMER SVP, PRE. COMMERCIAL | 0.0 | 0.0 | $0 | $725,734 | $54,098 | Yes (X) | ||||
| CHARLES GOHEEN | ||||||||||
| FORMER CFO | 0.0 | 0.0 | $754,166 | $0 | $0 | Yes (X) | ||||
| PATRICIA HOWARD | ||||||||||
| CHIEF OPERATIONS OFFICER | 10.0 | 40.0 | $0 | $614,901 | $127,646 | Yes (X) | ||||
| ROLAND PRICE | ||||||||||
| TREASURER | 10.0 | 40.0 | Yes (X) | $0 | $541,488 | $110,632 | ||||
| MARC SPOONER | ||||||||||
| FORMER COO | 0.0 | 0.0 | $0 | $499,935 | $0 | Yes (X) | ||||
| JOYCE MURPHY | ||||||||||
| DIRECTOR, CHAIR (END 6/7) | 1.5 | 6.5 | Yes (X) | Yes (X) | $89,000 | $0 | $0 | |||
| EILEEN AUEN | ||||||||||
| DIRECTOR, CHAIR (START 6/7) | 1.5 | 6.5 | Yes (X) | Yes (X) | $77,625 | $0 | $0 | |||
| MICHAEL J MCCOLGAN | ||||||||||
| DIRECTOR | 0.75 | 3.25 | Yes (X) | $73,000 | $0 | $0 | ||||
| MICHAEL SHEA | ||||||||||
| DIRECTOR | 0.85 | 3.15 | Yes (X) | $71,500 | $0 | $0 | ||||
| GREGORY D TRANTER | ||||||||||
| DIRECTOR, VICE CHAIR (END 6/7) | 0.65 | 3.35 | Yes (X) | Yes (X) | $68,500 | $0 | $0 | |||
| HEDWIG VEITH WHITNEY | ||||||||||
| DIRECTOR | 0.75 | 3.25 | Yes (X) | $68,500 | $0 | $0 | ||||
| MYECHIA MINTER-JORDAN MD | ||||||||||
| DIRECTOR | 0.75 | 3.25 | Yes (X) | $65,500 | $0 | $0 | ||||
| BERTRAM L SCOTT | ||||||||||
| DIRECTOR | 0.8 | 3.2 | Yes (X) | $61,875 | $500 | $0 | ||||
| TODD WHITBECK | ||||||||||
| DIRECTOR | 0.85 | 3.15 | Yes (X) | $62,000 | $0 | $0 | ||||
| GREG SHELL | ||||||||||
| DIRECTOR,VICE CHAIR(START 6/7) | 0.5 | 3.5 | Yes (X) | Yes (X) | $55,000 | $6,000 | $0 | |||
| IRINA SIMMONS | ||||||||||
| DIRECTOR | 0.6 | 3.4 | Yes (X) | $60,000 | $0 | $0 | ||||
| RAYMOND PAWLICKI | ||||||||||
| DIRECTOR | 0.75 | 3.25 | Yes (X) | $59,000 | $0 | $0 | ||||
| SCOTT HARTZ | ||||||||||
| DIRECTOR (END 6/7) | 0.75 | 3.25 | Yes (X) | $47,000 | $0 | $0 | ||||
| THOMAS O'NEILL III | ||||||||||
| DIRECTOR (END 6/7) | 0.75 | 3.25 | Yes (X) | $36,000 | $0 | $0 | ||||
| PETER SLAVIN MD | ||||||||||
| DIRECTOR (START 8/22) | 0.8 | 3.2 | Yes (X) | $7,334 | $0 | $0 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,115,762 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $18,086,270 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,840,283 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | 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 |
|---|---|---|---|---|---|
| UNITED BEHAVIORAL HEALTH | |||||
| 425 MARKET ST 14TH FL | SAN FRANCISCO | CA | 941052403 | OUTSOURCE | $14,649,912 |
| DELOITTE TOUCHE LLP | |||||
| PO BOX 844717 | DALLAS | TX | 752844717 | CONSULTING | $13,617,749 |
| CRONIN GERVINO INSURANCE AGY | |||||
| 171 LONDONDERRY TURNPIKE RD | HOOKSETT | NH | 03106 | CONSULTING | $4,807,170 |
| COTIVITI INC | |||||
| 50 DANBURY RD | WILTON | CT | 06897 | OUTSOURCE | $4,700,854 |
| SEI-BOSTON LLC | |||||
| 11500 NORTHLAKE DRIVE STE 450 | CINCINNATI | OH | 45249 | CONSULTING | $4,213,780 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 203 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $47,001,029 | GovernmentGrantsAmt |
| All Other Contributions | $15,939,414 | AllOtherContributionsAmt |
| Total Contributions | $62,940,443 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MEMBER PREMIUMS & FEES | 524114 | $1,501,890,865 | $1,501,890,865 | |
| PPO PREMIUMS (FULLY INSURED) | 524298 | $260,381,142 | $260,381,142 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,762,272,007 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,391,187 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$25,655 | UnrelatedBusinessRevenueAmt |
| Exclusion | $22,416,842 | 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 | $1,646,819 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $709,320 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $937,499 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $937,499 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $55,163 | UnrelatedBusinessRevenueAmt |
| Exclusion | $882,336 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $206,290,956 | SecuritiesAmt |
| Other | $6,745,124 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $205,447,849 | SecuritiesAmt |
| Other | $7,621,175 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $843,107 | SecuritiesAmt |
| Other | -$876,051 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$32,944 | TotalRevenueColumnAmt |
| Exclusion | -$32,944 | 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 |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROVIDER SETTLEMENT & OTHER | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $2,583,622 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,583,622 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,583,622 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,851,091,814 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,504,474,487 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $260,410,650 | UnrelatedBusinessRevenueAmt |
| Exclusion | $23,266,234 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,000,000 | TotalAmt |
| Program Services | $6,000,000 | 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 | $1,517,656,041 | TotalAmt |
| Program Services | $1,517,656,041 | 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 | $78,983,577 | TotalAmt |
| Program Services | $63,186,861 | ProgramServicesAmt |
| Management And General | $15,796,716 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$223,296 | TotalAmt |
| Program Services | -$178,637 | ProgramServicesAmt |
| Management And General | -$44,659 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,703,016 | TotalAmt |
| Program Services | $16,562,413 | ProgramServicesAmt |
| Management And General | $4,140,603 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $560,050 | TotalAmt |
| Program Services | $448,040 | ProgramServicesAmt |
| Management And General | $112,010 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,506,252 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $1,506,252 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,356,652 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $6,356,652 | 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 | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,866,634 | TotalAmt |
| Program Services | $12,866,634 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,069,536 | TotalAmt |
| Program Services | $9,069,536 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,718,730 | TotalAmt |
| Program Services | $31,774,984 | ProgramServicesAmt |
| Management And General | $7,943,746 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,434,414 | TotalAmt |
| Program Services | $68,347,531 | ProgramServicesAmt |
| Management And General | $17,086,883 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,241,613 | TotalAmt |
| Program Services | $4,193,290 | ProgramServicesAmt |
| Management And General | $1,048,323 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,718 | TotalAmt |
| Program Services | $175,718 | ProgramServicesAmt |
| Management And General | $0 | 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 | $56,527 | TotalAmt |
| Program Services | $56,527 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$6,888,757 | TotalAmt |
| Program Services | -$5,511,006 | ProgramServicesAmt |
| Management And General | -$1,377,751 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,030,472 | TotalAmt |
| Program Services | $824,378 | ProgramServicesAmt |
| Management And General | $206,094 | 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 |
|---|---|---|---|---|
| GRANT EXPENDITURES | $63,692,332 | $62,940,443 | $751,889 | $0 |
| BROKER FEES | $33,214,652 | $33,214,652 | $0 | $0 |
| OTHER EXPENSES | $5,300,117 | $4,240,094 | $1,060,023 | $0 |
| CONTRACTED SERVICES | $60,680 | $48,544 | $12,136 | $0 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,880,514,960 | TotalAmt |
| Program Services | $1,825,916,043 | ProgramServicesAmt |
| Management And General | $54,598,917 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,629,547 | BOYAmt |
| EOY | -$8,300,632 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,420,669 | BOYAmt |
| EOY | $23,908,386 | 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 | $159,114,173 | BOYAmt |
| EOY | $188,017,109 | 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 | $7,372,158 | BOYAmt |
| EOY | $6,279,504 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $602,058,229 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $578,091,237 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,293,330 | BOYAmt |
| EOY | $23,966,992 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200,501,927 | BOYAmt |
| EOY | $163,684,453 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $270,888,235 | BOYAmt |
| EOY | $261,167,327 | 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 | $430,131,735 | BOYAmt |
| EOY | $443,987,055 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,205,351,774 | BOYAmt |
| EOY | $1,102,710,194 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $325,261,545 | BOYAmt |
| EOY | $254,356,046 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $169,101,739 | BOYAmt |
| EOY | $212,377,386 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $494,363,284 | BOYAmt |
| EOY | $466,733,432 | 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 | $710,988,490 | BOYAmt |
| EOY | $635,976,762 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $710,988,490 | BOYAmt |
| EOY | $635,976,762 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,205,351,774 | BOYAmt |
| EOY | $1,102,710,194 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$29,423,146 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$86,997,847 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $41,409,265 | 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 | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $59,119,049 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $57,613,894 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $65,457,721 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $79,331,804 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $62,940,443 | CurrentTaxYearAmt |
| Total | $324,462,911 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,685,695,259 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,519,972,733 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,571,425,742 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,632,644,608 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,501,890,865 | CurrentTaxYearAmt |
| Total | $7,911,629,207 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,744,814,308 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,577,586,627 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,636,883,463 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,711,976,412 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,564,831,308 | CurrentTaxYearAmt |
| Total | $8,236,092,118 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $58,837,041 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $56,053,752 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $51,449,790 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $54,943,955 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $53,364,320 | CurrentTaxYearAmt |
| Total | $274,648,858 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $58,837,041 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $56,053,752 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $51,449,790 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $54,943,955 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $53,364,320 | CurrentTaxYearAmt |
| Total | $274,648,858 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $7,961,443,260 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,975,480 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,809,170 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,720,153 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,524,752 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,063,661 | CurrentTaxYearAmt |
| Total | $104,093,216 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,975,480 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,809,170 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,720,153 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,524,752 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,063,661 | CurrentTaxYearAmt |
| Total | $104,093,216 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,436,051 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,695,104 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,743,055 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,156,296 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,583,622 | CurrentTaxYearAmt |
| Total | $15,614,128 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,765,225,839 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,600,090,901 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,660,346,671 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,738,657,460 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,591,478,591 | CurrentTaxYearAmt |
| Total | $8,355,799,462 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.95280 | PublicSupportCY509Pct |
| Public Support PY509 | 0.95230 | PublicSupportPY509Pct |
| Investment Income CY | 0.01246 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01116 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE A, PART III, LINE 12 | FormAndLineReferenceDesc |
| Explanation | DETAIL OF OTHER INCOME OTHER INCOME IS COMPOSED OF PROVIDER SETTLEMENT/OTHER MISC. REVENUES FOR THE TAX YEARS REPORTED. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $0 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $0 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $0 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE C, PART II-B, LINE 1 | FormAndLineReferenceDesc |
| Explanation | DETAIL OF LOBBYING ACTIVITIES POINT32HEALTH, INC., A RELATED IRC SECTION 501(C)(4) ORGANIZATION AND SOLE CORPORATE MEMBER OF HARVARD PILGRIM HEALTH CARE, INC. (HPHC), ENGAGES IN LOBBYING ACTIVITIES ON BEHALF OF ITSELF AND RELATED ORGANIZATIONS. POINT32HEALTH SERVICES, INC., A RELATED FOR-PROFIT ORGANIZATION, PAYS FOR ALL LOBBYING EXPENSES INCURRED, INCLUDING THE SALARIES ASSOCIATED WITH ANY DIRECT LOBBYING ACTIVITIES. EXAMPLES OF LOBBYING ACTIVITIES INCLUDE STRATEGIES FOR ADDRESSING PENDING LEGISLATION AND PROVIDING LEGISLATORS WITH INFORMATION REGARDING THE IMPACT OF ANY PENDING LEGISLATION ON THE ORGANIZATION'S ACTIVITIES. TOTAL LOBBYING EXPENSES INCURRED BY POINT32HEALTH SERVICES, INC. FOR THE YEAR ENDED DECEMBER 31, 2022 WERE APPROX. $1,441,800. HPHC IS ALSO A MEMBER OF VARIOUS TRADE ASSOCIATIONS, INCLUDING THE MASSACHUSETTS ASSOCIATION OF HEALTH PLANS. A PORTION OF THE MEMBERSHIP DUES PAID MAY BE USED BY THESE TRADE ASSOCIATIONS FOR LOBBYING PURPOSES. | ExplanationTxt |
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 | $4,000,000 | OtherCostOrOtherBasisAmt |
| Book Value | $4,000,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $42,681,559 | OtherCostOrOtherBasisAmt |
| Depreciation | $26,423,647 | DepreciationAmt |
| Book Value | $16,257,912 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $555,376,670 | OtherCostOrOtherBasisAmt |
| Depreciation | $551,667,590 | DepreciationAmt |
| Book Value | $3,709,080 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $23,966,992 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEBT & OTHER INVESTMENTS | Desc |
| Book Value | $261,167,327 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $261,167,327 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| INVESTMENTS IN AFFILIATES | $269,185,131 |
| SPECIAL DEPOSITS | $402,847 |
| DUE FROM AFFILIATES | $24,321,073 |
| OTHER INVESTED ASSETS | $150,078,004 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $443,987,055 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| UNEARNED GROUP PREMIUM | $30,583,576 |
| LIAB FOR AMTS UNDER UNINSURED | $85,129,842 |
| BORROWED MONEY & INTEREST THER | $40,109,878 |
| DUE TO AFFILIATES | $56,554,090 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $212,377,386 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,729,851,614 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $1,729,851,614 | RevenueSubtotalAmt |
| Other Revenues Not Included | $121,240,200 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $121,240,200 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,851,091,814 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,762,556,299 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $1,762,556,299 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $117,958,661 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $117,958,661 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,880,514,960 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SCHEDULE D, PART X, LINE 2 | 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. ---------- |
| FORM 990, SCHEDULE D, PART XI, LINE 4B | DETAIL OF OTHER AMOUNTS INCLUDED ON FORM 990, PART VIII, LINE 12 ASO FEES $ 54,856,449 GRANT EXPENSES 62,940,443 RENTAL & OTHER INCOME 3,521,121 INSTITUTE INVESTMENT INCOME (77,813) ------------ TOTAL $121,240,200 ---------- |
| FORM 990, SCHEDULE D, PART XII, LINE 4B | DETAIL OF OTHER AMOUNTS INCLUDED ON FORM 990, PART IX, LINE 25 ASO FEES $ 54,856,449 GRANT REVENUE 62,940,443 RENTAL & OTHER EXPENSES 161,769 ------------ TOTAL $117,958,661 ---------- |
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 | POINT32HEALTH FOUNDATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 WELLNESS WAY | AddressLine1Txt |
| City | CANTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 261374263 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $6,000,000 | CashGrantAmt |
| Purpose Of Grant | FUND OPERATIONS | 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 HPHC, INC. MAKES GRANTS TO ITS SUPPORTED ORGANIZATION, POINT32HEALTH FOUNDATION, INC. POINT32HEALTH FOUNDATION MAKES COMMUNITY GRANTS AND MONITORS THEM IN ACCORDANCE WITH HPHC'S TAX EXEMPT MISSION. POINT32HEALTH FOUNDATION INVESTS IN COMMUNITIES THROUGH GRANTMAKING TO NONPROFIT ORGANIZATIONS ON BEHALF OF TAHMO TO SUPPORT, ADVOCATE AND ADVANCE HEALTHIER LIVES FOR EVERYONE THE FOUNDATION'S PROCESS IS COMPREHENSIVE AND THOROUGH. AFTER A PROPOSAL IS SUBMITTED AND APPROVED, PARAMETERS OF THE GRANT SERVE AS THE BASIS OF A MUTUAL PERFORMANCE AGREEMENT AND FOR MONITORING GRANT ACTIVITY AND HOW FUNDS ARE USED. AN INDEPENDENT THIRD PARTY VERIFIES 501(C)(3) STATUS. FOUNDATION STAFF ASSESS EACH ORGANIZATION'S ABILITY TO EXECUTE ON A GRANT AWARDED BY THE FOUNDATION GRANTS LESS THAN $100,000 ARE APPROVED BY STAFF BUT THE TOTAL OF THOSE GRANTS CANNOT EXCEED 25% OF THE TOTAL GRANTS BUDGET. GRANTS MORE THAN $100,000 WERE VOTED ON BY THE BOARD OF DIRECTORS. ONCE AWARDED, GRANTEES ARE REQUIRED TO SHARE PERIODIC UPDATES OR REPORT(S). | 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 (17 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 |
| DEBORAH NORTON | ||||||||||||||
| FORMER SVP, CIO | $0 | $0 | $294,786 | $0 | $491,310 | $0 | $0 | $0 | $0 | $0 | $786,096 | $0 | $0 | $0 |
| BETH ROBERTS | ||||||||||||||
| FORMER SVP, PRE. COMMERCIAL | $0 | $121,333 | $0 | $526,124 | $0 | $78,277 | $0 | $48,830 | $0 | $5,268 | $0 | $779,832 | $0 | $88,870 |
| CHARLES GOHEEN | ||||||||||||||
| FORMER CFO | $0 | $0 | $215,476 | $0 | $538,690 | $0 | $0 | $0 | $0 | $0 | $754,166 | $0 | $0 | $0 |
| 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 |
| MARC SPOONER | ||||||||||||||
| FORMER COO | $0 | $0 | $0 | $499,935 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $499,935 | $0 | $0 |
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 HARVARD PILGRIM HEALTH CARE, 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 PAYMENTS 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 CHARLES GOHEEN = $538,690 DEBORAH NORTON = $491,310 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 (15 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1 | DETAIL REGARDING THE ORGANIZATION MISSION HARVARD PILGRIM HEALTH CARE, INC. (HARVARD PILGRIM OR HPHC, INC.) OPERATES AS A NOT-FOR-PROFIT HEALTH PLAN PROVIDING COMPREHENSIVE HEALTH BENEFIT PLANS, ACCESS TO HEALTH CARE AND OTHER RELATED SERVICES IN MASSACHUSETTS, MAINE AND CONNECTICUT TO GROUP, INDIVIDUAL AND MEDICARE MEMBERS THROUGH CONTRACTS WITH PHYSICIANS, ESTABLISHED PRIMARY CARE AND MULTISPECIALTY PHYSICIAN GROUPS, HOSPITALS AND OTHER HEALTH CARE PROVIDERS. HARVARD PILGRIM'S PURPOSE IS TO GUIDE AND EMPOWER HEALTHIER LIVES FOR EVERYONE. FOR MORE THAN 50 YEARS, HARVARD PILGRIM HAS BUILT A REPUTATION FOR EXCEPTIONAL CLINICAL QUALITY, PREVENTIVE CARE, DISEASE MANAGEMENT AND MEMBER SATISFACTION AND HAS CONSISTENTLY RATED AMONG THE TOP PLANS IN THE COUNTRY. PHYSICIAN PRACTICES IN MASSACHUSETTS, NEW HAMPSHIRE, MAINE, AND CONNECTICUT WILL RECEIVE GRANTS FROM HARVARD PILGRIM TO IMPROVE CLINICAL CARE, QUALITY AND SERVICE. HARVARD PILGRIM'S ANNUAL QUALITY AWARDS PROGRAM WILL FUND VARIOUS PHYSICIAN-GROUP INITIATIVES THAT FOCUS ON MANAGING CHRONIC AND PREVENTABLE DISEASES, INCLUDING PATIENT SATISFACTION AND SAFETY AND INCREASING PREVENTATIVE CARE. THE RESULTS OF THESE PROGRAMS WILL BE SHARED WITH OTHER HARVARD PILGRIM PROVIDERS SO THAT THEIR "BEST PRACTICES" CAN BENEFIT THE BROADER POPULATION. THROUGH THE HARVARD PILGRIM HEALTH CARE INSTITUTE, LLC (THE "INSTITUTE"),OUR SPONSORED EDUCATIONAL PROGRAMS AND RESEARCH AGENDA SEEK TO DISCOVER THE MOST EFFECTIVE WAYS TO DELIVER AMBULATORY MEDICAL CARE, REDUCE UNWARRANTED VARIATION IN PRACTICE, IMPROVE PATIENT SAFETY AND, WHENEVER POSSIBLE, IMPROVE PUBLIC HEALTH. THE INSTITUTE CHAMPIONS INNOVATIVE RESEARCH THAT DIRECTLY IMPROVES THE HEALTH AND SAFETY OF SOCIETY. POINT32HEALTH, INC (P32H) WAS FORMERLY KNOWN AS HEALTH PLAN HOLDINGS, INC., WHICH WAS THE PARENT ENTITY OF THE TUFTS HEALTH PLAN FAMILY OF COMPANIES. EFFECTIVE JANUARY 1, 2021, P32H AND HARVARD PILGRIM HEALTH CARE, INC. (HPHC), COMBINED THEIR RESPECTIVE NONPROFIT ORGANIZATIONS AND THE NET ASSETS OF HPHC WERE CONTRIBUTED TO P32H. HPHC IS A NOT-FOR-PROFIT MASSACHUSETTS CORPORATION PROVIDING COMPREHENSIVE HEALTH BENEFITS INSURANCE, ACCESS TO HEALTH CARE, AND OTHER RELATED SERVICES IN MASSACHUSETTS, MAINE, AND CONNECTICUT TO GROUP, INDIVIDUAL, AND MEDICARE MEMBERS THROUGH CONTRACTS WITH PHYSICIANS, ESTABLISHED PRIMARY CARE AND MULTISPECIALTY PHYSICIAN GROUPS, HOSPITALS, AND OTHER HEALTH CARE PROVIDERS. AS A RESULT OF THE COMBINATION, P32H BECAME THE DIRECT CORPORATE PARENT OF HPHC, AND ULTIMATE CORPORATE PARENT FOR HARVARD PILGRIM'S AFFILIATES. ---------- |
| 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 HPHC, INC. 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 6 | MEMBERS OR STOCKHOLDERS POINT32HEALTH, INC. IS THE SOLE CORPORATE MEMBER OF THE ORGANIZATION. -------------- |
| FORM 990, PART VI, LINE 7(A) | 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 7(B) | 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 12C | MONITORING & 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 ORGANIZAION 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 HPHC, INC. FURNISHES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND CONFLICTS OF INTEREST POLICY 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 IX, COLUMN D | DETAIL OF FUNDRAISING EXPENSES THERE ARE NO EXPENSES FOR FUNDRAISING INCLUDED IN THE INCOME STATEMENT FOR HPHC, INC. ANY COSTS INCURRED WITH THE ADMINISTRATION OF FEDERAL OR PRIVATE GRANTS ARE INCURRED BY THE PARENT ENTITY. ---------- |
| FORM 990, PART XI, LINE 9 | DETAIL OF OTHER CHANGES IN NET ASSETS CAPITAL CONTRIBUTION FROM POINT32HEALTH, INC. $35,000,000 CHANGE IN NON ADMITTED ASSETS 5,549,088 CHANGE IN PRIOR SERVICE COSTS AND RECOGNIZED LOSS FOR POSTRETIREMENT MEDICAL PLAN 860,177 ----------- TOTAL $41,409,265 ---------- |
| FORM 990, PART XII, LINE 1 | ACCOUNTING METHOD USED TO PREPARE FORM 990 HPHC, INC. 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 Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARVARD PILGRIM HEALTH CARE INST LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 133 BROOKLINE AVE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943477531 | EIN |
| Primary Activities | RESEARCH | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Total Income | $26,210,617 | TotalIncomeAmt |
| End Of Year Assets | $58,991,166 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HPHCINC | BusinessNameLine1Txt |
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 FOUNDATION INC | ||||||||||
| 1 WELLNESS WAY | CANTON | MA | 02021 | 042708004 | COMMUNITY SVC | MA | 501(C)(3) | 12A-I | HPHCINC | Yes (true) |
| HPHC OF NEW ENGLAND INC | ||||||||||
| 1 WELLNESS WAY | CANTON | MA | 02021 | 042663394 | HEALTH INSURA | 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 |
| TUFTS ASSOC HEALTH MAINTEN ORG INC | ||||||||||
| 1 WELLNESS WAY | CANTON | MA | 02021 | 042674079 | HMO | MA | 501(C)(4) | N/A | P32H | Yes (true) |
| CARE PARTNERS OF CONNECTICUT INC | ||||||||||
| 1 WELLNESS WAY | CANTON | MA | 02021 | 822604728 | HMO | CT | 501(C)(4) | N/A | TAHMO | 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 |
|---|---|---|---|---|---|---|---|---|
| CAREPARTNERS OF CT HOLDINGS LLC | ||||||||
| 1 WELLNESS WAY | CANTON | MA | 02021 | 823129930 | HOLDING COMPANY | CT | TAHMO | N/A |
| 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 | N/A |
| KP VENTURES LLC SERIES D | ||||||||
| 1 KAISER PLAZA | OAKLAND | CA | 94612 | 471874366 | HEALTHCARE | CA | TAHMO | N/A |
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 |
|---|---|---|---|---|---|---|---|---|---|
| HPHC INSURANCE COMPANY INC | |||||||||
| 1 WELLNESS WAY | CANTON | MA | 02021 | 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 | 02021 | 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 | 02021 | 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) |
| 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) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (true) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | Yes (true) | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (8 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| POINT32HEALTH INC | ||
| C | $35,000,000 | FMV |
| POINT32HEALTH FOUNDATION INC | ||
| B | $6,000,000 | FMV |
| HPHC OF NEW ENGLAND INC | ||
| B | $25,000,000 | FMV |
| HPHC INSURANCE COMPANY INC | ||
| LNOQ | $15,342,000 | FMV |
| HPHC INSURANCE AGENCY INC | ||
| F | $4,500,000 | FMV |
| HPHC INSTITUTE LLC | ||
| LNOQ | $4,518,000 | FMV |
| HEALTH PLANS INC | ||
| LNOQ | $874,000 | FMV |
| HEALTH PLANS INC | ||
| B | $8,000,000 | FMV |