2022-07-29T12:44:55-05:00 2021-12-31 390758449 WIPFLI LLP 101 EAST FRONT STREET 301 MISSOULA MT 59802 990 2021-01-01 451295465 MONTANA HEALTH COOPERATIVE MONT 4064479510 PO BOX 5358 HELENA MT 59604 DAVID SLONAKER CFO 4064479510 2022-07-28 1 DAVID SLONAKER 999009999 SAM BRUNSON CPA P01696998 4067281800 2022-07-28 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z DAVID SLONAKER PO BOX 5358 HELENA MT 59604 316401572 0 X WWW.MHC.COOP X 2010 MT THE ORGANIZATION OFFERS TRUE NON-PROFIT MEMBER GOVERNED HEALTH INSURANCE THAT PROMOTES MEMBER ENGAGEMENT AND PROVIDES ACCESS TO HIGH QUALITY HEALTH CARE. 16 16 44 0 0 0 0 0 225311018 252484752 9211030 3339488 1315 227744 234523363 256051984 0 0 0 0 4570080 5123346 0 0 0 184340666 253639976 188910746 258763322 45612617 -2711338 167525981 161534963 55904359 59589346 111621622 101945617 THE ORGANIZATION OFFERS TRUE NON-PROFIT MEMBER GOVERNED HEALTH INSURANCE THAT PROMOTES MEMBER ENGAGEMENT AND PROVIDES ACCESS TO HIGH QUALITY HEALTH CARE. 0 0 THE ORGANIZATION'S LARGEST PROGRAM SERVICE ACCOMPLISHMENT IS THE SALE OF INSURANCE WHILE SUPPORTING THEIR MEMBERS AND ADHERING TO FEDERAL AND STATE GUIDELINES AS REQUIRED UNDER THEIR ORGANIZATIONAL STRUCTURE. THIS INCLUDES MEDICARE SUPPLEMENT POLICY SALES. THE ORGANIZATION EXPANDED INTO WYOMING DURING 2021. 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 X 3473 0 1 44 0 0 0 0 0 0 1 5000000 101945617 0 0 0 X 16 16 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X MONTANA HEALTH CO-OP 4064479510 PO BOX 5358 HELENA MT 59604 ED VOZZO EVP (THRU NOV 21) 40.00 X 421131 0 36849 RICHARD MILTENBERGER CEO 40.00 X 378301 0 36799 RONDA MCMILLAN CEAO 40.00 X 286849 0 17353 DAVID SLONAKER CFO 30.00 X 251574 0 32018 JEFFREY SWINGLEY VP SALES 40.00 X 203089 0 17688 BLAIR FJESETH COS 40.00 X 177989 0 17602 HILLARY GALYEAN VPCS 40.00 X 173802 0 29198 MELISSA MCVAUGH CLINICAL DIRECTOR 40.00 X 173005 0 25265 GREG SONNENBERG VP-ID OPS 40.00 X 172112 0 10427 MARK EICHLER PHARMACY DIRECTOR 40.00 X 167911 0 19714 RAYMOND ROGERS CHAIRMAN 1.00 X X 21750 0 0 JOAN MILES DIRECTOR 1.00 X 13700 0 0 THOMAS GOOCH DIRECTOR 1.00 X 12950 0 0 MICHAEL MCMURRAY TREASURER 1.00 X X 11450 0 0 JEREMY JOHNSON SECRETARY 1.00 X X 11450 0 0 MAUREEN O'KEEFFE-WING VICE CHAIR 1.00 X X 10700 0 0 TOM BASSLER DIRECTOR 1.00 X 10700 0 0 PATTY HAMBLOCK DIRECTOR 1.00 X 10700 0 0 CHRIS MUIRHEAD DIRECTOR 1.00 X 10700 0 0 SCOT SCHERMERHORN DIRECTOR (THRU OCT 21) 1.00 X 10550 0 0 TARA BEAM DIRECTOR 1.00 X 9200 0 0 CHRISTINA GOE DIRECTOR 1.00 X 9200 0 0 LIESEL BRINK DIRECTOR 1.00 X 9200 0 0 NOLAN HILL DIRECTOR 1.00 X 9200 0 0 MARK REINSEL DIRECTOR 1.00 X 9200 0 0 REBECCA LAFOND DIRECTOR 1.00 X 9200 0 0 LISA BALLARD DIRECTOR 1.00 X 8700 0 0 2594313 0 242913 15 0 1 0 UNIVERSITY OF UTAH HEALTH PLANS 50 NORTH MEDICAL DRIVE SALT LAKE CITY UT 84132 CLAIMS PROCESSING ADMINISTRATOR 8300764 ZELIS CLAIMS INTEGRITY LLC 2 CROSSROAD DRIVE BEDMINSTER NJ 07921 CLAIMS REPROCESSOR 2323369 COMMISSIONER OF INSURANCE 840 HELENA AVE HELENA MT 59601 MONTANA HIGH RISK REINSURANCE PREMIUM 1278230 YOUR HEALTH IDAHO 1010 W JEFFERSON ST STE 200 BOISE ID 83702 STATE BASED HEALTH EXCHANGE ASSESSMENT F 1213473 ONLINE INSIGHT LLC 33 MANSELL CT ROSWELL GA 30076 THIRD PARTY ENROLLMENT, ELIGIBILITY AND 1118297 29 INSURANCE PREMIUM INCOME 524298 233061790 233061790 REINSURANCE RECOVERIES 524298 19422962 19422962 252484752 2754566 2754566 60934510 60349588 584922 584922 584922 MISCELLANEOUS REVENUE 524298 227744 227744 227744 256051984 256051984 0 0 1590034 2826698 133411 298042 275161 295591 96676 2500 13334902 445992 371439 201665 280703 69474 5362 10646 130104 CLAIMS 219206376 CLAIMS ADJUSTMENT EXPEN 5610304 REINSURANCE PREMIUM PAY 4098112 MISCELLANEOUS 3294137 6185993 258763322 549321 520962 13209558 18871164 12396373 13137945 946414 32733 514407 913681 140856322 128091211 167525981 161534963 55904359 59589346 55904359 59589346 X 0 0 85019688 76463200 26601934 25482417 111621622 101945617 167525981 161534963 X -2711338 1725576 -8690243 X X 0 1 X 1 1 1 946414 32733 913681 913681 INVESTMENTS 128091211 F 128091211 X 232522435 0 232522435 8474 23521075 23529549 256051984 235233773 0 235233773 8474 23521075 23529549 258763322 PART X, LINE 2: THE COMPANY IS A QUALIFIED NONPROFIT HEALTH INSURER AS DESCRIBED IN SECTION 501(C)(29) OF THE INTERNAL REVENUE CODE (THE "CODE") AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. AS A MATTER OF LAW, THE COMPANY IS SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES FOR THE OPEN STATUTORY PERIODS. ALTHOUGH MANAGEMENT BELIEVES THAT THE AMOUNTS REFLECTED IN THE TAX RETURNS SUBSTANTIALLY COMPLY WITH THE APPLICABLE FEDERAL AND STATE TAX REGULATIONS, BOTH THE IRS AND THE VARIOUS STATE TAXING AUTHORITIES CAN TAKE POSITIONS CONTRARY TO MANAGEMENT'S POSITION BASED ON THEIR INTERPRETATION OF THE LAW. ANY PENALTIES AND INTEREST WOULD BE CHARGED TO INTEREST EXPENSE IN THE YEAR ASSESSED. PART XI, LINE 4B - OTHER ADJUSTMENTS: REINSURANCE PREMIUM PAYMENT 4,098,112. REINSURANCE RECOVERIES 19,422,963. PART XII, LINE 4B - OTHER ADJUSTMENTS: REINSURANCE PREMIUM PAYMENT 4,098,112. REINSURANCE RECOVERIES 19,422,963. X X 1 1 0 0 0 0 0 0 0 ED VOZZO EVP (THRU NOV 21) 225432 0 44656 0 151043 0 14022 0 22827 0 457980 0 0 0 RICHARD MILTENBERGER CEO 277222 0 101079 0 0 0 17400 0 19399 0 415100 0 0 0 RONDA MCMILLAN CEAO 205908 0 80941 0 0 0 17211 0 142 0 304202 0 0 0 DAVID SLONAKER CFO 173989 0 77585 0 0 0 15474 0 16544 0 283592 0 0 0 JEFFREY SWINGLEY VP SALES 113793 0 89296 0 0 0 0 0 17688 0 220777 0 0 0 BLAIR FJESETH COS 148419 0 29570 0 0 0 10756 0 6846 0 195591 0 0 0 HILLARY GALYEAN VPCS 143091 0 30711 0 0 0 10829 0 18369 0 203000 0 0 0 MELISSA MCVAUGH CLINICAL DIRECTOR 140400 0 32605 0 0 0 10779 0 14486 0 198270 0 0 0 GREG SONNENBERG VP-ID OPS 155284 0 16828 0 0 0 10327 0 100 0 182539 0 0 0 MARK EICHLER PHARMACY DIRECTOR 137720 0 30191 0 0 0 8325 0 11389 0 187625 0 0 0 PART I, LINE 3 CEO COMPENSATION IS REVIEWED ANNUALLY BY THE MONTANA HEALTH CO-OP COMPENSATION COMMITTEE. PART I, LINES 4A-B ED VOZZO RECEIVED $151,043 IN SEVERANCE PAYMENTS. DAVID SLONAKER, RICHARD MILTENBERGER, AND BLAIR FJESETH PARTICIPATED IN A 457(F) PLAN DURING THE YEAR. NO PAYMENTS WERE MADE TO THE PARTICIPANTS DURING THE YEAR. FORM 990, PART V, LINE 2B: IT HAS RECENTLY COME TO OUR ATTENTION THAT QTS, OUR PAYROLL PROCESSING COMPANY FAILED TO FILE FORM 940 (EMPLOYER'S ANNUAL FEDERAL UNEMPLOYMENT FUTA) FORM ON OUR BEHALF, OR PAY FUTA SINCE 1/1/2019. QTS IS IN THE PROCESS OF RECTIFYING THIS ON OUR BEHALF. FORM 990, PART V, LINE 13A ID,MT,WY FORM 990, PART V, LINE 13A RESERVES REQUIRED BY EACH STATE: ID - $5,000,000 MT - $750,000 WY - $0, WILL ACCEPT THE CERTIFICATE OF DEPOSIT FROM ANOTHER STATE, IF HELD FOR BENEFIT OF ALL POLICY HOLDERS RESERVES MAINTAINED AND REPORTED TO EACH STATE: ID - $101,945,617 MT - $101,945,617 WY - $101,945,617 FORM 990, PART VI, SECTION A, LINE 6 MEMBERS ELECT THE GOVERNING BODY BUT ARE NOT GRANTED OTHER POWERS PER THE BYLAWS. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS ELECT THE GOVERNING BODY BUT ARE NOT GRANTED OTHER POWERS PER THE BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE MHC EXECUTIVE STAFF AND THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 CEO COMPENSATION IS REVIEWED ANNUALLY BY THE MHC COMPENSATION COMMITTEE. ADDITIONALLY, AN OUTSIDE HUMAN RESOURCE CONSULTING FIRM REVIEWED ALL KEY POSITIONS IN THE COMPANY BASED ON JOB DESCRIPTION AND RETURNED COMPARABLE SALARY RANGES. ALL KEY POSITIONS WERE REVIEWED TO ENSURE THEY WERE WITHIN THE RANGES PROVIDED AND WERE UPDATED AS REQUIRED. FORM 990, PART VI, SECTION C, LINE 19 ANY DOCUMENTS REQUIRED TO BE AVAILABLE TO THE PUBLIC CAN BE REQUESTED AT THE ORGANIZATION'S HOME OFFICE. FORM 990, PART XI, LINE 9: CHANGE IN NON-ADMITTED ASSETS -133,755. CHANGE IN SURPLUS NOTES -8,556,488. PART XII LINE 1 THIS FORM 990 WAS PREPARED ON THE STATUTORY BASIS OF ACCCOUNTING TO CONFORM WITH THE BASIS OF ACCOUNTING USED ON THE AUDITED FINANCIAL STATEMENTS. PART XII LINE 2C THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. MOUNTAIN HEALTH GIVES 810 HIALEAH COURT HELENA MT 59601 871569260 HEALTH CARE ACCESS MT 501(C)(3) PF 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0