POINT32HEALTH INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- POINT32HEALTH INC (EIN 81-4089215)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202323189349307087
- Schema version
- 2021v4.2
- 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 | 2023-11-14T11:32:56-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 814089215 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POINT32HEALTH INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % UMESH KURPAD | InCareOfNm |
| Business Name Control | POIN | 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 | 02021 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK PORTER | PersonNm |
| Person Title | CAO & TREASURER | PersonTitleTxt |
| Phone | 6179729400 | PhoneNum |
| Signature | 2023-11-13 | 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 | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| 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 | 02021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $289,940,305 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.POINT32HEALTH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2016 | 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 | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,094,417 | PYInvestmentIncomeAmt |
| CY Investment Income | $785,530 | CYInvestmentIncomeAmt |
| PY Other Revenue | $52,231,578 | PYOtherRevenueAmt |
| CY Other Revenue | $289,154,775 | CYOtherRevenueAmt |
| PY Total Revenue | $53,325,995 | PYTotalRevenueAmt |
| CY Total Revenue | $289,940,305 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $721,000 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $934,958 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $99,043 | PYOtherExpensesAmt |
| CY Other Expenses | $105,093 | CYOtherExpensesAmt |
| PY Total Expenses | $820,043 | PYTotalExpensesAmt |
| CY Total Expenses | $1,040,051 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $52,505,952 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $288,900,254 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,421,389,846 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,478,649,185 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $34,861 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $30,129 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,421,354,985 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,478,619,056 | 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 | $0 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | POINT32HEALTH, INC.'S PURPOSE IS TO OPERATE EXCLUSIVELY FOR THE PROMOTION OF SOCIAL WELFARE, FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF,AND TO CARRY OUT THE PURPOSES OF AND OVERSEE ORGANIZATIONS THAT: (A) ARRANGE FOR THE PROVISION OF COMPREHENSIVE HEALTH CARE SERVICES, PRIMARILY ON A PRE-PAID BASIS, MANAGED CARE PROGRAMS,AND OTHER ALTERNATIVE HEALTH CARE DELIVERY PROGRAMS, INCLUDING PROGRAMS DIRECTED PRIMARILY AT LOW INCOME RESIDENTS; (B) PROMOTE HEALTH MAINTENANCE THROUGH PROVIDING AND/OR ARRANGING FOR THE PROVISION OF HEALTH EDUCATION SERVICES; AND/OR (C) PROMOTE POSITIVE REGIONAL HEALTH PLANNING BETWEEN PROVIDERS AND CONSUMERS. POINT32HEALTH, INC.'S ACTIVITIES INCLUDE SUPERVISING, OVERSEEING, AND APPROVING STRATEGIC PLANNING FOR TAHMO, THPP, HPHC ANDOTHER ENTITIES IN THE POINT32HEALTH ENTERPRISE. | Desc |
| Total Program Service Expenses | $0 | 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 | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | 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 | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 19 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| 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 | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| 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 | UMESH KURPAD | 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 | 02021 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (36 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 | Key EmployeeKeyEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Thomas Croswell | ||||||||||
| CEO (END 7/5) | 2.5 | 47.5 | Yes (X) | Yes (X) | $4,802,173 | $0 | $382,060 | |||
| Michael Carson | ||||||||||
| President (END 10/1) | 2.5 | 47.5 | Yes (X) | $4,662,676 | $0 | $73,735 | ||||
| Marc Spooner | ||||||||||
| COO (END 10/3) | 2.5 | 47.5 | $3,585,084 | $0 | $202,066 | Yes (X) | ||||
| Patricia Trebino | ||||||||||
| SVP,COO END1/4, END officer1/1 | 2.5 | 47.5 | $2,714,882 | $0 | $132,256 | Yes (X) | ||||
| Mary Mahoney | ||||||||||
| Clerk;SVP,CLO END1/4 endoff1/1 | 2.5 | 47.5 | $2,277,009 | $0 | $466,582 | Yes (X) | ||||
| Cynthia Ring | ||||||||||
| CPO (END 9/3) | 2.5 | 47.5 | $2,375,924 | $0 | $108,114 | Yes (X) | ||||
| Paul Kasuba | ||||||||||
| SVP, CMO (END 1/4) | 2.5 | 47.5 | $2,132,321 | $0 | $124,507 | Yes (X) | ||||
| Marc Backon | ||||||||||
| Pres, Com Products (END 1/4) | 2.5 | 47.5 | $2,074,641 | $0 | $130,127 | Yes (X) | ||||
| Lydia Greene | ||||||||||
| SVP, Chf HR Officer (END 1/4) | 2.5 | 47.5 | $1,815,530 | $0 | $344,633 | Yes (X) | ||||
| Umesh Kurpad | ||||||||||
| Treas. end 7/5 CFO start 7/5 | 2.5 | 47.5 | Yes (X) | $1,763,169 | $0 | $178,125 | ||||
| Cain Hayes | ||||||||||
| CEO start 7/5 Pres&CEO st 10/1 | 2.5 | 47.5 | Yes (X) | Yes (X) | $1,468,014 | $0 | $80,030 | |||
| Tisa Hughes | ||||||||||
| Clerk & CLO; Sec start 7/5/21 | 2.5 | 47.5 | Yes (X) | $1,445,176 | $0 | $79,942 | ||||
| Tracey Carter | ||||||||||
| SVP, Chief Actuary | 2.5 | 47.5 | $1,074,937 | $0 | $272,259 | Yes (X) | ||||
| Michael Sherman | ||||||||||
| Chief Medical Officer | 2.5 | 47.5 | $1,181,701 | $0 | $148,872 | Yes (X) | ||||
| Patricia Blake | ||||||||||
| SVP, Pres. Medicare | 2.5 | 47.5 | $1,075,435 | $0 | $243,190 | Yes (X) | ||||
| Richard Weisblatt | ||||||||||
| SVP, Integr Mgmt Off. | 2.5 | 47.5 | $1,034,835 | $0 | $87,020 | Yes (X) | ||||
| JEAN YANG | ||||||||||
| FORMER OFFICER (ENDED 6/2018) | 0.0 | 50.0 | $777,090 | $0 | $126,106 | Yes (X) | ||||
| DEREK ABRUZZESE | ||||||||||
| FORMER OFFICER (ENDED 6/2018) | 2.5 | 27.5 | $592,590 | $0 | $208,008 | Yes (X) | ||||
| KRISTIN LEWIS | ||||||||||
| FORMER OFFICER (ENDED 6/2018) | 2.5 | 27.5 | $581,178 | $0 | $166,809 | Yes (X) | ||||
| Susan Kee | ||||||||||
| VP, Dep. Gen. Counsel | 2.5 | 47.5 | $574,282 | $0 | $91,297 | Yes (X) | ||||
| Roland Price | ||||||||||
| Treasurer start 7/5 | 2.5 | 47.5 | Yes (X) | $524,716 | $0 | $115,448 | ||||
| Patricia Howard | ||||||||||
| COO start 11/15 | 2.5 | 47.5 | $190,873 | $0 | $25,727 | Yes (X) | ||||
| Gregory D Tranter | ||||||||||
| Director, Vice Chair st 1/1/21 | 1.0 | 3.0 | Yes (X) | Yes (X) | $92,625 | $0 | $0 | |||
| Joyce Murphy | ||||||||||
| Director, Chair | 1.0 | 3.0 | Yes (X) | Yes (X) | $90,000 | $0 | $0 | |||
| Eileen Auen | ||||||||||
| Director | 1.0 | 3.0 | Yes (X) | $83,000 | $0 | $0 | ||||
| Bertram L Scott | ||||||||||
| Director | 1.0 | 3.0 | Yes (X) | $77,375 | $0 | $0 | ||||
| Hedwig Veith Whitney | ||||||||||
| Director | 1.0 | 3.0 | Yes (X) | $71,625 | $0 | $0 | ||||
| Michael J McColgan | ||||||||||
| Director | 1.0 | 3.0 | Yes (X) | $66,333 | $0 | $0 | ||||
| Irina Simmons | ||||||||||
| Director | 1.0 | 3.0 | Yes (X) | $64,375 | $0 | $0 | ||||
| Greg Shell | ||||||||||
| Director | 1.0 | 3.0 | Yes (X) | $62,000 | $0 | $0 | ||||
| Todd Whitbeck | ||||||||||
| Director | 1.0 | 3.0 | Yes (X) | $60,000 | $0 | $0 | ||||
| Thomas O'Neill III | ||||||||||
| Director | 1.0 | 3.0 | Yes (X) | $58,375 | $0 | $0 | ||||
| Michael Shea | ||||||||||
| Director | 1.0 | 3.0 | Yes (X) | $55,625 | $0 | $0 | ||||
| Myechia Minter-Jordan MD | ||||||||||
| Director | 1.0 | 3.0 | Yes (X) | $52,625 | $0 | $0 | ||||
| Raymond Pawlicki | ||||||||||
| Director | 1.0 | 3.0 | Yes (X) | $51,000 | $0 | $0 | ||||
| Scott Hartz | ||||||||||
| Director | 0.5 | 1.5 | Yes (X) | $50,000 | $0 | $0 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $38,989,861 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $3,786,913 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 22 | 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
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NONE | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Address | ContractorAddress |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $785,530 | TotalRevenueColumnAmt |
| Exclusion | $785,530 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| 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 | EQUITY IN SUBSIDIARIES | Desc |
| Business | 524114 | BusinessCd |
| Total Revenue Column | $289,154,775 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $289,154,775 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $289,154,775 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $289,940,305 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $289,154,775 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $785,530 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $934,958 | TotalAmt |
| Management And General | $934,958 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
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 | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
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 | $9,475 | TotalAmt |
| Management And General | $9,475 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,079 | TotalAmt |
| Management And General | $1,079 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,480 | TotalAmt |
| Management And General | $51,480 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,342 | TotalAmt |
| Management And General | $12,342 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,492 | TotalAmt |
| Management And General | $10,492 | ManagementAndGeneralAmt |
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 | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| OTHER FEES | $11,376 | $11,376 |
| CORP. OVERHEAD EXPENSE | $5,142 | $5,142 |
| MISCELLANEOUS | $2,868 | $2,868 |
| ASSOCIATION DUES | $839 | $839 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,040,051 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $1,040,051 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,250 | BOYAmt |
| EOY | $31,494 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,941 | BOYAmt |
| EOY | $20,402,491 | 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 | $26 | BOYAmt |
| EOY | $28,013 | 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 | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,204,788 | BOYAmt |
| EOY | $34,158,468 | 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 | $36,954,590 | BOYAmt |
| EOY | $36,954,590 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,351,094,251 | BOYAmt |
| EOY | $2,387,074,129 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,421,389,846 | BOYAmt |
| EOY | $2,478,649,185 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | 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 | $34,861 | BOYAmt |
| EOY | $30,129 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,861 | BOYAmt |
| EOY | $30,129 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,421,354,985 | BOYAmt |
| EOY | $2,478,619,056 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,421,354,985 | BOYAmt |
| EOY | $2,478,619,056 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,421,389,846 | BOYAmt |
| EOY | $2,478,649,185 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $288,900,254 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,538,713 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $766,825,104 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp | |
| Equipment | EquipmentGrp | |
| Other Land Buildings | OtherLandBuildingsGrp |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| OTHER ASSETS | $1,527,239,872 |
| INVESTMENT IN HPHC | $859,834,257 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,387,074,129 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE FROM TAHP-HC | $2,167 |
| INVESTMENT SETTLEMENT PAYABLE | $27,962 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $30,129 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
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 POINT32HEALTH, INC.(P32H), 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., HARVARD PILGRIM HEALTH CARE FOUNDATION, INC., AND TUFTS HEALTH PLAN 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, 2021, 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 J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | Yes (true) | InitialContractExceptionInd |
| Rebuttable Presumption Proc | Yes (true) | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (22 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Thomas Croswell | ||||||||||||||
| CEO (END 7/5) | $894,231 | $0 | $3,200,183 | $0 | $707,759 | $0 | $378,113 | $0 | $3,947 | $0 | $5,184,233 | $0 | $327,449 | $0 |
| Michael Carson | ||||||||||||||
| President (END 10/1) | $865,698 | $0 | $2,226,185 | $0 | $1,570,793 | $0 | $53,309 | $0 | $20,426 | $0 | $4,736,411 | $0 | $0 | $0 |
| Marc Spooner | ||||||||||||||
| COO (END 10/3) | $443,846 | $0 | $927,245 | $0 | $2,213,993 | $0 | $187,175 | $0 | $14,891 | $0 | $3,787,150 | $0 | $143,904 | $0 |
| Patricia Trebino | ||||||||||||||
| SVP,COO END1/4, END officer1/1 | $10,812 | $0 | $927,010 | $0 | $1,777,060 | $0 | $131,783 | $0 | $473 | $0 | $2,847,138 | $0 | $90,414 | $0 |
| Cynthia Ring | ||||||||||||||
| CPO (END 9/3) | $312,048 | $0 | $491,356 | $0 | $1,572,520 | $0 | $90,964 | $0 | $17,150 | $0 | $2,484,038 | $0 | $0 | $0 |
| Mary Mahoney | ||||||||||||||
| Clerk;SVP,CLO END1/4 endoff1/1 | $10,167 | $0 | $650,984 | $0 | $1,615,858 | $0 | $466,575 | $0 | $7 | $0 | $2,743,591 | $0 | $117,752 | $0 |
| Marc Backon | ||||||||||||||
| Pres, Com Products (END 1/4) | $9,408 | $0 | $605,709 | $0 | $1,459,524 | $0 | $130,120 | $0 | $7 | $0 | $2,204,768 | $0 | $73,203 | $0 |
| Paul Kasuba | ||||||||||||||
| SVP, CMO (END 1/4) | $73,203 | $0 | $603,845 | $0 | $1,455,273 | $0 | $123,972 | $0 | $535 | $0 | $2,256,828 | $0 | $73,357 | $0 |
| Lydia Greene | ||||||||||||||
| SVP, Chf HR Officer (END 1/4) | $8,243 | $0 | $530,699 | $0 | $1,276,588 | $0 | $344,471 | $0 | $162 | $0 | $2,160,163 | $0 | $62,054 | $0 |
| Umesh Kurpad | ||||||||||||||
| Treas. end 7/5 CFO start 7/5 | $621,802 | $0 | $1,029,787 | $0 | $111,580 | $0 | $165,203 | $0 | $12,922 | $0 | $1,941,294 | $0 | $114,425 | $0 |
| Cain Hayes | ||||||||||||||
| CEO start 7/5 Pres&CEO st 10/1 | $559,852 | $0 | $908,162 | $0 | $0 | $0 | $69,000 | $0 | $11,030 | $0 | $1,548,044 | $0 | $0 | $0 |
| Tisa Hughes | ||||||||||||||
| Clerk & CLO; Sec start 7/5/21 | $540,443 | $0 | $635,888 | $0 | $268,845 | $0 | $55,650 | $0 | $24,292 | $0 | $1,525,118 | $0 | $0 | $0 |
| Michael Sherman | ||||||||||||||
| Chief Medical Officer | $469,996 | $0 | $550,310 | $0 | $161,395 | $0 | $124,347 | $0 | $24,525 | $0 | $1,330,573 | $0 | $0 | $0 |
| Patricia Blake | ||||||||||||||
| SVP, Pres. Medicare | $424,388 | $0 | $581,452 | $0 | $69,595 | $0 | $223,990 | $0 | $19,200 | $0 | $1,318,625 | $0 | $77,477 | $0 |
| Tracey Carter | ||||||||||||||
| SVP, Chief Actuary | $465,000 | $0 | $545,720 | $0 | $64,217 | $0 | $253,035 | $0 | $19,224 | $0 | $1,347,196 | $0 | $71,378 | $0 |
| Richard Weisblatt | ||||||||||||||
| SVP, Integr Mgmt Off. | $424,800 | $0 | $583,233 | $0 | $26,802 | $0 | $61,618 | $0 | $25,402 | $0 | $1,121,855 | $0 | $0 | $0 |
| Patricia Howard | ||||||||||||||
| COO start 11/15 | $70,873 | $0 | $120,000 | $0 | $0 | $0 | $23,531 | $0 | $2,196 | $0 | $216,600 | $0 | $0 | $0 |
| Susan Kee | ||||||||||||||
| VP, Dep. Gen. Counsel | $299,622 | $0 | $151,486 | $0 | $123,174 | $0 | $90,039 | $0 | $1,258 | $0 | $665,579 | $0 | $42,654 | $0 |
| Roland Price | ||||||||||||||
| Treasurer start 7/5 | $319,415 | $0 | $155,080 | $0 | $50,221 | $0 | $93,227 | $0 | $22,221 | $0 | $640,164 | $0 | $42,251 | $0 |
| DEREK ABRUZZESE | ||||||||||||||
| FORMER OFFICER (ENDED 6/2018) | $321,237 | $0 | $186,006 | $0 | $85,347 | $0 | $190,403 | $0 | $17,605 | $0 | $800,598 | $0 | $40,926 | $0 |
| JEAN YANG | ||||||||||||||
| FORMER OFFICER (ENDED 6/2018) | $400,966 | $0 | $228,536 | $0 | $147,588 | $0 | $119,387 | $0 | $6,719 | $0 | $903,196 | $0 | $51,988 | $0 |
| KRISTIN LEWIS | ||||||||||||||
| FORMER OFFICER (ENDED 6/2018) | $318,107 | $0 | $184,194 | $0 | $78,877 | $0 | $149,206 | $0 | $17,603 | $0 | $747,987 | $0 | $40,418 | $0 |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SCHEDULE J, PART I, LINE 1A | THE CEO CAIN HAYES RECEIVED A GROSSED-UP SIGN-ON BONUS PAYMENT OF $657,162. THE TERMS OF THE PAYMENT PROVIDE FOR REPAYMENT IN FULL TO THE COMPANY IF THE CEO'S EMPLOYMENT WITH THE COMPANY ENDS FOR SPECIFIED REASONS PRIOR TO THE CEO'S THIRD ANNIVERSARY OF EMPLOYMENT. THE ORGANIZATION'S SENIOR MANAGEMENT MAINTAINS A DEMANDING MEETING AND TRAVEL SCHEDULE. TO MEET THOSE TRAVEL COMMITMENTS, THE ORGANIZATION PERMITS APPROPRIATE AIR TRAVEL FOR SENIOR LEVEL MANAGEMENT IN ACCORDANCE WITH AN ACCOUNTABLE PLAN. THREE INDIVIDUALS EACH TRAVELED ON ONE BUSINESS RELATED FLIGHT COVERED BY THE ACCOUNTABLE PLAN. BUSINESS TRAVEL IS NOT TAXABLE TO THOSE EMPLOYEES OF THE ORGANIZATION AS COMPENSATION. ---------- |
| FORM 990, SCHEDULE J, PART I, LINE 4A | 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: - MARC SPOONER - $2,077,200 - PATRICIA TREBINO - $1,686,737 - MARY MAHONEY - $1,497,959 - CYNTHIA RING - $1,443,200 - MARC BACKON - $1,386,173 - PAUL KASUBA - $1,381,909 - LYDIA GREENE - $1,214,513 - MICHAEL CARSON - $259,846 ---------- |
| 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 BOTH THE EMPLOYEE DEFERRALS OF EARNINGS AS WELL AS EMPLOYER CONTRIBUTIONS TO THE SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. ---------- |
| FORM 990, SCHEDULE J, PART I, LINE 7 | LONG-TERM INCENTIVE PLAN PRIOR TO THE COMBINATION, HARVARD PILGRIM HEALTH CARE, INC. AND TUFTS ASSOCIATED HEALTH PLANS, INC. HAD EACH SEPARATELY ADOPTED A LONG-TERM INCENTIVE (LTI) PLAN FOR CERTAIN SENIOR LEADERS DESIGNED TO RECOGNIZE AND REWARD SIGNIFICANT ACHIEVEMENTS THAT HAVE CONTRIBUTED TO THE ORGANIZATION'S LONG-TERM STRATEGIC GOALS AND ITS FULFILLMENT OF ITS MISSION BASED ON A VARIETY OF LONG-TERM PERFORMANCE MEASURES FOR A SPECIFIED PERFORMANCE PERIOD. THE LTI PAYMENTS REPORTED IN SCHEDULE J, PART II, COLUMN B(ii) ARE BASED ON THE RESULTS OF EACH ORGANIZATION'S SEPARATE LTI PROGRAMS IN PERFORMANCE PERIODS PRIOR TO THE COMBINATION OF HARVARD PILGRIM HEALTH CARE AND TUFTS HEALTH PLAN THAT PAID IN 2021. SHORT-TERM INCENTIVE PLAN PRIOR TO THE COMBINATION, HARVARD PIILGRIM HEALTH CARE, INC. AND TUFTS ASSOCIATED HEALTH PLANS, INC., EACH SEPARATELY HAD AN ANNUAL SHORT-TERM INCENTIVE PLAN TO RECOGNIZE AND REWARD PARTICIPANTS BASED ON ACHIEVING SPECIFIED ORGANIZATION AND INDIVIDUAL ANNUAL PERFORMANCE MEASURES. THE PAYMENTS REPORTED IN SCHEDULE J, PART II, COLUMN B(ii) ARE BASED ON THE RESULTS OF EACH ORGANIZATION'S SHORT-TERM INCENTIVE PROGRAM FOR PERFORMANCE PERIODS PRIOR TO THE COMBINATION OF HARVARD PILGRIM HEALTH CARE AND TUFTS HEALTH PLAN THAT PAID IN 2021. OTHER PAYMENTS RETENTION AND OTHER COMBINATION-RELATED PAYMENTS WERE PROVIDED TO SPECIFIC EMPLOYEES WITH EXPERTISE IN KEY AREAS TO RECOGNIZE WORK ON THE COMBINATION AND TO MAINTAIN LEADERSHIP STABILITY AND CONTINUITY OF OPERATIONS FOR BOTH ORGANIZATIONS THROUGHOUT THE LENGTHY AND UNCERTAIN REGULATORY REVIEW PROCESS RELATED TO THE COMBINATION OF HARVARD PILGRIM HEALTH CARE AND TUFTS HEALTH PLAN THAT SPANNED OVER A FIFTEEN MONTH PERIOD, AS WELL AS A GLOBAL PANDEMIC. ---------- |
| FROM 990, SCHEDULE J, PART I, LINE 8 | THE CEO CAIN HAYES WAS SERVING UNDER HIS INITIAL CONTRACT WITH A RELATED ORGANIZATION TO THE FILING ORGANIZATION. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, HEADER | AMENDED RETURN THE 2021 FORM 990 FOR POINT32HEALTH, INC. IS BEING AMENDED IN ORDER TO PROVIDE CORRECTED INFORMATION ON FORM 990, PART VIII, FORM 990, PART X AND FORM 990 PART XI, IN ORDER TO ACCOUNT FOR AN ADDITIONAL SUBSIDIARY INVESTMENT WHICH WAS INADVERTENTLY NOT ORIGINALLY INCLUDED. ---------- |
| FORM 990, PART I, LINE 1 | POINT32HEALTH, INC. (P32H)'S PURPOSE IS TO OPERATE EXCLUSIVELY FOR THE PROMOTION OF SOCIAL WELFARE, FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, AND TO CARRY OUT THE PURPOSES OF AND OVERSEE ORGANIZATIONS THAT: (A) ARRANGE FOR THE DELIVERY OF COMPREHENSIVE HEALTH CARE SERVICES, ON A PREPAID BASIS, MANAGED CARE PROGRAMS, AND OTHER ALTERNATIVE HEALTH CARE DELIVERY PROGRAMS, INCLUDING PROGRAMS DIRECTED PRIMARILY AT LOW INCOME RESIDENTS; (B) PROMOTE HEALTH MAINTENANCE THROUGH PROVIDING AND/OR ARRANGING FOR THE PROVISION OF HEALTH EDUCATION SERVICES; AND/OR (C) PROMOTE POSITIVE REGIONAL HEALTH PLANNING BETWEEN PROVIDERS AND CONSUMERS. P32H WHICH WAS FORMERLY KNOWN AS HEALTH PLAN HOLDINGS, INC., IS THE SOLE CORPORATE MEMBER OF TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC. (TAHMO), TUFTS HEALTH PUBLIC PLANS, INC. (THPP). EFFECTIVE JANUARY 1, 2021, P32H AND HARVARD PILGRIM HEALTH CARE, INC. (HPHC), COMBINED THEIR RESPECTIVE NONPROFIT ORGANIZATIONS. AS A RESULT OF THE COMBINATION, P32H BECAME THE DIRECT CORPORATE PARENT OF HPHC, AND ULTIMATE CORPORATE PARENT FOR HPHC'S AFFILIATES. ---------- |
| FORM 990, PART VI, LINE 2 | 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 POINT32HEALTH, INC. FROM 1/1/2021 to 12/31/2021: CAIN HAYES, DIRECTOR; CEO (START 7/5/21); PRESIDENT (START 10/1/21) THOMAS CROSWELL, DIRECTOR & CEO (END 7/5/21) TISA HUGHES, DIRECTOR JOYCE MURPHY, DIRECTOR ROLAND PRICE, TREASURER UMESH KURPAD, DIRECTOR AND CFO MICHAEL CARSON, DIRECTOR AND PRESIDENT (END 10/1/21) ---------- |
| FORM 990, PART VI, LINE 4 | THE BYLAWS WERE AMENDED AND RESTATED IN CONNECTION WITH THE COMBINATION OF THE HEALTH PLAN HOLDINGS, INC. AND HARVARD PILGRIM HEALTH CARE, INC. ORGANIZATIONS. SOME EXAMPLES OF UPDATES TO THE BYLAWS INCLUDE BUT ARE NOT LIMITED TO BOARD COMPOSITION, STANDING COMMITTEES, NAME CHANGE OF THE COMPANY FROM HEALTH PLANS HOLDINGS, INC. TO POINT32HEALTH, INC., AND CHANGE OF THE CORPORATION'S PRINCIPAL ADDRESS TO 1 WELLNESS WAY, CANTON, MA 02021. ARTICLES OF ORGANIZATION WERE ALSO AMENDED TO CHANGE THE NAME OF THE COMPANY FROM HEALTH PLANS HOLDINGS, INC. TO POINT32HEALTH, INC. ---------- |
| FORM 990, PART VI, LINE 8B | FOR A MAJORITY OF THE TIME, THE ORGANIZATION CONTEMPORANEOUSLY DOCUMENTS MEETINGS HELD AND WRITTEN ACTIONS UNDERTAKEN BY ITS COMMITTEES. HOWEVER, ON LIMITED OCCASIONS, A COMMITTEE MAY HAVE A SERIES OF CONFERENCE CALLS AND MINUTES FOR THOSE CALLS ARE NOT APPROVED UNTIL THE NEXT IN-PERSON MEETING. ---------- |
| FORM 990, PART VI, LINE 11B | PROCESS USED TO REVIEW THE FORM 990 THE ORGANIZATION'S FORM 990 WAS PREPARED AND REVIEWED BY THE ORGANIZATION'S FINANCE DEPARTMENT WITH ASSISTANCE FROM OUR EXTERNAL ACCOUNTANTS, PWC. 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) 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 RECOMMEND 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 15 | PROCESS FOR DETERMINING COMPENSATION 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 | 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 | OTHER CHANGES IN NET ASSETS INVESTMENT IN HPHC $766,825,104 ---------- |
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 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) |
| TUFTS HEALTH PLAN 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) |
| CARE PARTNERS OF CONNECTICUT INC | ||||||||||
| 1 WELLNESS WAY | CANTON | MA | 02021 | 822604728 | HMO | CT | 501(C)(4) | N/A | TAHMO | Yes (true) |
| TUFTS ASSOC HEALTH MAINTEN PLAN INC | ||||||||||
| 1 WELLNESS WAY | CANTON | MA | 02021 | 042674079 | HMO | MA | 501(C)(4) | N/A | P32H | Yes (true) |
| HPHC INC | ||||||||||
| 1 WELLNESS WAY | CANTON | MA | 02021 | 042452600 | HEALTH INSURA | MA | 501(C)(3) | 10 | P32H | Yes (true) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 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 |
| KAISER PERMANENTE VENTURES LLC | ||||||||
| 1 KAISER PL | OAKLAND | CA | 94612 | HEALTHCARE | CA | NA | 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 | 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) |
| TUFTS INSURANCE COMPANY | |||||||||
| 1 WELLNESS WAY | CANTON | MA | 02021 | 043319729 | INSURANCE | MA | P32H SRVCS | C CORP | Yes (true) |
| TUFTS BENEFIT ADMINISTRATORS INC | |||||||||
| 1 WELLNESS WAY | CANTON | MA | 02021 | 043270923 | TPA | MA | P32H SRVCS | C CORP | Yes (true) |
| TOTAL HEALTH PLAN INC | |||||||||
| 1 WELLNESS WAY | CANTON | MA | 02021 | 042918943 | TPA | MA | P32H SRVCS | C CORP | Yes (true) |
| TAHP BROKERAGE CORPORATION | |||||||||
| 1 WELLNESS WAY | CANTON | MA | 02021 | 043072692 | BROKERAGE | MA | P32H SRVCS | C CORP | Yes (true) |
| INTEGRA PARTNERS HOLDINGS INC | |||||||||
| 100 WALL ST STE 2502 | NEW YORK | NY | 10005 | 453032233 | MED EQUPT & SVCS | NY | TAHMO | C CORP | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | 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 (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| TUFTS ASSOC HEALTH MAINTEN PLAN INC | ||
| C | $120,000,000 | ACCRUAL |
| HARVARD PILGRIM HEALTH CARE INC | ||
| B | $70,000,000 | ACCRUAL |