INDEPENDENT HEALTH ASSOCIATION INC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: INDEPENDENT HEALTH ASSOCIATION INC (EIN 16-1080163)
Tax period: 2020-01-01 to 2020-12-31
Filed: 2021-11-15
IRS object ID: 202103199349303850
Schema version: 2020v4.1
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 D
Schedule F
Schedule I
Schedule J
Schedule L
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-11-15T08:39:33-06:00	ReturnTs
Tax Period End	2020-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	861065772	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	DELOITTE TAX LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	200 RENAISSANCE CENTER SUITE 3900	AddressLine1Txt
City	DETROIT	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	482431313	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2020-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	161080163	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	INDEPENDENT HEALTH ASSOCIATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	INDE	BusinessNameControlTxt
Phone	7166313001	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	511 FARBER LAKES DRIVE	AddressLine1Txt
City	BUFFALO	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	14221	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MICHAEL W CROPP MD	PersonNm
Person Title	MD, PRESIDENT, & CEO	PersonTitleTxt
Phone	7166313001	PhoneNum
Signature	2021-11-14	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	MICHAEL	PersonFirstNm
Person Last	CROPP MD	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ALICIA JANISCH	PreparerPersonNm
PTIN	P00741382	PTIN
Phone	3133963000	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2020	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	511 FARBER LAKES DRIVE	AddressLine1Txt
City	BUFFALO	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	14221	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$1,750,688,616	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c	Yes (X)	Organization501cInd
Website Address	WWW.INDEPENDENTHEALTH.COM	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1980	FormationYr
Legal Domicile State	NY	LegalDomicileStateCd
Activity Or Mission	PROVIDE HEALTH-RELATED PRODUCTS AND SERVICES THAT ENABLE AFFORDABLE ACCESS TO QUALITY HEALTH CARE.	ActivityOrMissionDesc
Voting Members Governing Body	18	VotingMembersGoverningBodyCnt
Voting Members Independent	15	VotingMembersIndependentCnt
Total Employee	1251	TotalEmployeeCnt
Total Volunteers	154	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	$1,452,386,343	PYProgramServiceRevenueAmt
CY Program Service Revenue	$1,428,474,947	CYProgramServiceRevenueAmt
PY Investment Income	$13,829,936	PYInvestmentIncomeAmt
CY Investment Income	$15,100,027	CYInvestmentIncomeAmt
PY Other Revenue	$8,797	PYOtherRevenueAmt
CY Other Revenue	$10,942	CYOtherRevenueAmt
PY Total Revenue	$1,466,225,076	PYTotalRevenueAmt
CY Total Revenue	$1,443,585,916	CYTotalRevenueAmt
PY Grants And Similar Paid	$3,948,578	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$5,023,651	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$1,256,545,628	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$1,194,335,312	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$79,876,148	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$94,945,286	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$88,781,787	PYOtherExpensesAmt
CY Other Expenses	$94,502,409	CYOtherExpensesAmt
PY Total Expenses	$1,429,152,141	PYTotalExpensesAmt
CY Total Expenses	$1,388,806,658	CYTotalExpensesAmt
PY Revenues Less Expenses	$37,072,935	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$54,779,258	CYRevenuesLessExpensesAmt
Total Assets BOY	$812,957,744	TotalAssetsBOYAmt
Total Assets EOY	$805,543,530	TotalAssetsEOYAmt
Total Liabilities BOY	$286,116,812	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$202,337,570	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$526,840,932	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$603,205,960	NetAssetsOrFundBalancesEOYAmt
Mission	PROVIDE HEALTH-RELATED PRODUCTS AND SERVICES THAT ENABLE AFFORDABLE ACCESS TO QUALITY HEALTH CARE.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$1,244,256,556	ExpenseAmt
Grant	$5,023,651	GrantAmt
Revenue	$1,428,474,947	RevenueAmt
Desc	INDEPENDENT HEALTH ASSOCIATION (IHA) COORDINATES THE DELIVERY OF QUALITY HEALTH CARE COVERAGE THROUGH CONTRACTS WITH THE INDIVIDUAL PRACTICE ASSOCIATION OF WESTERN NEW YORK (IPAWNY), A TAXABLE NON-PROFIT, FOR ITS COMMERCIAL AND MEDICARE HMO PRODUCTS WITHIN THE EIGHT COUNTIES OF WESTERN NEW YORK (WNY). IHA ALSO PROVIDES COVERAGE AND COORDINATES SERVICES TO ITS MEDICAID HMO PRODUCT (WHICH INCLUDES THE FAMILY HEALTH PLUS (FHP) PROGRAM AVAILABLE TO ELIGIBLE RESIDENTS OF ERIE COUNTY AND THE CHILD HEALTH PLUS (CHP) PROGRAM) FOR THE ARRANGEMENT OF PHYSICIAN, HOSPITAL, MEDICALLY NECESSARY HEALTH SERVICES, DIAGNOSTIC AND PREVENTIVE HEALTH SERVICES TO THE COMMUNITIES LOCATED IN ERIE AND NIAGARA COUNTY. (SEE SCHEDULE O FOR ADDITIONAL DETAIL).	Desc
Total Program Service Expenses	$1,244,256,556	TotalProgramServiceExpensesAmt
Described In Section501c3	0	DescribedInSection501c3Ind
Schedule B Required	0	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	Yes (1)	CreditCounselingInd
Donor Rstr Or Quasi Endowments	0	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	Yes (1)	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	Yes (1)	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	Yes (1)	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	Yes (1)	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (1)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (1)	TransactionWithControlEntInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	220	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	1251	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	Yes (1)	ForeignFinancialAccountInd
Foreign Country	BD	ForeignCountryCd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	Yes (1)	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	18	GoverningBodyVotingMembersCnt
Independent Voting Member	15	IndependentVotingMemberCnt
Family Or Business Rln	Yes (1)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	Yes (1)	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	Yes (1)	InvestmentInJointVentureInd
Written Policy Or Procedure	0	WrittenPolicyOrProcedureInd
States Where Copy Of Return Is Fld	NY	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JAMES DUNLOP	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	7166313001	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	511 FARBER LAKES DRIVE	AddressLine1Txt
City	BUFFALO	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	14221	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (52 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	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
MICHAEL W CROPP
PRESIDENT & CEO	29.00	21.00	Yes (X)	Yes (X)	$1,968,653	$0	$662,460
ANN M PENTKOWSKI
TREASURER & EVP CFO	32.00	18.00	Yes (X)	Yes (X)	$1,047,697	$0	$421,905
JOHN MINEO
SECRETARY- EVP GEN.COUNSEL	30.00	17.00	Yes (X)	Yes (X)	$1,029,940	$0	$101,196
THOMAS J FOELS
BOARD MEMBER	5.00	0.00	Yes (X)		$100,800	$0	$0
KATHLEEN MYLOTTE MD
CHAIRPERSON	14.00	0.00	Yes (X)	Yes (X)	$99,500	$0	$0
COLLEEN C DIPIRRO
BOARD MEMBER	5.00	0.00	Yes (X)		$59,000	$0	$4,103
DANIEL B WEINTRAUB CPA
BOARD MEMBER	5.00	0.00	Yes (X)		$59,000	$0	$2,790
ANTHONY J BAYNES
VICE CHAIRPERSON	5.00	0.00	Yes (X)	Yes (X)	$46,000	$0	$4,103
FAUD SHERIFF MD
BOARD MEMBER	5.00	0.00	Yes (X)		$39,525	$0	$7,794
DAN GAGLIARDO
BOARD MEMBER	5.00	2.00	Yes (X)		$39,000	$0	$8,205
DAVID PAWLOWSKI MD
BOARD MEMBER	5.00	0.00	Yes (X)		$39,000	$0	$8,205
DONALD ROBINSON MD
BOARD MEMBER	5.00	0.00	Yes (X)		$39,000	$0	$8,205
LISA MENDONZA MD
BOARD MEMBER	5.00	0.00	Yes (X)		$39,000	$0	$8,205
PATRICIA SMITH
BOARD MEMBER	5.00	0.00	Yes (X)		$46,000	$0	$411
DONALD BOSWELL
BOARD MEMBER	5.00	0.00	Yes (X)		$46,000	$0	$0
STUART H ANGERT
BOARD MEMBER	5.00	10.00	Yes (X)		$39,000	$0	$1,188
YVONNE S MINOR-RAGAN PHD
BOARD MEMBER	5.00	2.00	Yes (X)		$39,000	$0	$411
KEITH M STOLZENBURG
BOARD MEMBER (END 9/20)	5.00	0.00	Yes (X)		$23,000	$0	$0
PAMELA D REED MD
BOARD MEMBER (START 9/20)	5.00	0.00	Yes (X)		$21,100	$0	$0
DONNA M FERNANDES PHD
BOARD MEMBER (END 2/20)	5.00	0.00	Yes (X)		$0	$0	$8,205
JOHN ANTKOWIAK MD
BOARD MEMBER (END 4/20)	5.00	2.00	Yes (X)		$1,200	$0	$2,735
SIDNEY N WEISS CPA
BOARD MEMBER (END 4/20)	5.00	0.00	Yes (X)		$800	$0	$2,735
SHAWN COTTON MD
BOARD MEMBER (END 4/20)	5.00	0.00	Yes (X)		$1,300	$0	$1,741
MICHAEL HEIMERL MD
BOARD MEMBER (END 4/20)	5.00	0.00	Yes (X)		$0	$0	$2,735
DAVID J MCNAMARA ESQ
BOARD MEMBER (START 12/20)	5.00	0.00	Yes (X)		$0	$0	$0
GERARD T MAZURKIEWICZ CPA
BOARD MEMBER (START 12/20)	5.00	0.00	Yes (X)		$0	$0	$0
JOHN N WALSH III
BOARD MEMBER (END 4/20)	2.00	5.00	Yes (X)		$0	$0	$0
ANTHONY BILLITTIER
EVP-CHF MEDICAL OFCR	27.00	15.00		Yes (X)	$511,625	$0	$159,052
NICOLE BRITTON
CHF COMPLIANCE OFCR	32.00	10.00		Yes (X)	$133,375	$0	$30,779
JOHN REID RODGERS
EVP - COO	32.00	19.00			$1,214,426	$0	$337,603	Yes (X)
PATRICIA C CLABEAUX
EVP-CHIEF HR OFFICER	30.00	17.00			$723,186	$0	$194,625	Yes (X)
ERIC J DECKER
SVP-INFORMATION TECHNOLOGY CIO	33.00	14.00			$556,195	$0	$35,980	Yes (X)
ROBERTA D RIFKIN
SVP-GOVT AFFAIRS & STRAT PRTNS	29.00	18.00			$465,384	$0	$86,879	Yes (X)
NORA K MCGUIRE
SVP-CHIEF MARKETING OFFICER	26.00	18.00			$470,352	$0	$49,788	Yes (X)
CHERYL FRIEDMAN
SVP-HEALTH CARE SERVICES	38.00	15.00			$389,417	$0	$55,820	Yes (X)
AMIN M SEREHALI
SVP-CHF DATA & ANALYTCS. OFCR	39.00	14.00			$387,735	$0	$33,197	Yes (X)
RICHARD M ARGENTIERI
SVP-SALES	29.00	21.00			$325,503	$0	$63,558	Yes (X)
ANTHONY MONTAGNA
SVP-CHF NETWORK OFCR	31.00	20.00			$302,503	$0	$71,651	Yes (X)
ROBERT TRACY
SVP-GOVT PROGRAMS	35.00	10.00			$317,956	$0	$42,645	Yes (X)
S PAUL KAHLON
VP-CHF ACTUARIAL OFCR	40.00	13.00			$309,849	$0	$33,999	Yes (X)
ANNE O'NEILL
VP-CHIEF RISK OFFICER	33.00	12.00			$260,728	$0	$61,295	Yes (X)
GEORGE WANDS
CHIEF AUDIT OFFICER	33.00	9.00			$165,078	$0	$33,391	Yes (X)
MARGARET STEFFAN
VP-FINANCE & CAO	32.00	21.00			$404,622	$0	$128,196		Yes (X)
MICHAEL MERRILL
MED DIR. INNOV. & SCIENCE	17.00	22.00			$417,676	$0	$34,787		Yes (X)
TIMOTHY HALEY
MED DIRECTOR MED POLICY & UM	10.00	33.00			$344,183	$0	$35,051		Yes (X)
DEIRDRE WHEAT
MED DIRECTOR DISEASE & CSE MGT	19.00	25.00			$313,651	$0	$38,539		Yes (X)
DAVID SHUTE
VP-OPERATIONS	34.00	10.00			$299,299	$0	$31,287		Yes (X)
MICHAEL HUDSON
TREASURER & CFO (END 10/18)	0.00	0.00			$430,000	$0	$0			Yes (X)
MARK I JOHNSON
SENIOR FINANCE ADVISOR (END 12/20)	8.00	5.00			$250,100	$0	$28,972			Yes (X)
JILL M SYRACUSE
EVP-CHF SRVCG OFCR (END 2/19)	0.00	0.00			$640,029	$0	$45,353			Yes (X)
JOHN HAUGHTON
SVP-CHF CLIN IMPRV (END 10/19)	0.00	0.00			$498,530	$0	$0			Yes (X)
MICHAEL J FASO
SVP-CHF REV&ACCTG (END 7/19)	0.00	0.00			$434,333	$0	$0			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$15,389,250	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$2,889,779	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	276	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (1)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
INDIVIDUAL PRACTICE ASSOCIATION OF WNY
511 FARBER LAKES DRIVE	BUFFALO	NY	14221	MEDICAL & PHARMACY BENEFIT SERVICES	$808,181,250
HEALTHPLEX IPA
333 EARLE OVINGTON BLVD STE 300	UNIONDALE	NY	115533608	DENTAL BENEFITS COMPANY	$17,053,094
SYNTEL INC
525 E BIG BEAVER RD STE 300	TROY	MI	48083	INFORMATION TECHNOLOGY SERVICES	$10,548,918
NTT DATA INC
PO BOX 4201	BOSTON	MA	02211	INFORMATION TECHNOLOGY SERVICES	$8,328,981
FAMILY CHOICE OF NEW YORK MEDICAL PC
5280 CARROLL CANYON RD STE 310	SAN DIEGO	CA	921211785	OUTSOURCED CASE MGMT SERVICES	$6,357,967

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	162	CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp

Field	Value	IRS element (for citing)
Desc	PREMIUMS, REINSURANCE, & REBATES	Desc
Business	524114	BusinessCd
Total Revenue Column	$1,428,474,947	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,428,474,947	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$1,428,474,947	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$11,905,812	TotalRevenueColumnAmt
Exclusion	$11,905,812	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$34,790	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$23,848	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$10,942	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$10,942	TotalRevenueColumnAmt
Exclusion	$10,942	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$310,268,942	SecuritiesAmt
Other	$4,125	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$307,076,025	SecuritiesAmt
Other	$2,827	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$3,192,917	SecuritiesAmt
Other	$1,298	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,194,215	TotalRevenueColumnAmt
Exclusion	$3,194,215	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,443,585,916	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,428,474,947	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$15,110,969	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$5,023,651	TotalAmt
Program Services	$5,023,651	ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$1,194,335,312	TotalAmt
Program Services	$1,194,335,312	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$13,904,421	TotalAmt
Management And General	$13,904,421	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$42,272,045	TotalAmt
Program Services	$18,960,625	ProgramServicesAmt
Management And General	$23,311,420	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$15,993,656	TotalAmt
Program Services	$766,432	ProgramServicesAmt
Management And General	$15,227,224	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$15,560,566	TotalAmt
Program Services	$3,624,115	ProgramServicesAmt
Management And General	$11,936,451	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$7,214,598	TotalAmt
Program Services	$1,435,016	ProgramServicesAmt
Management And General	$5,779,582	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$865,188	TotalAmt
Management And General	$865,188	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$387,230	TotalAmt
Management And General	$387,230	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$150,054	TotalAmt
Management And General	$150,054	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$1,181,810	TotalAmt
Management And General	$1,181,810	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$30,416,189	TotalAmt
Program Services	$162,000	ProgramServicesAmt
Management And General	$30,254,189	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$4,772,071	TotalAmt
Program Services	$15,580	ProgramServicesAmt
Management And General	$4,756,491	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$6,591,616	TotalAmt
Program Services	$414,543	ProgramServicesAmt
Management And General	$6,177,073	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$18,247,737	TotalAmt
Management And General	$18,247,737	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$1,671,976	TotalAmt
Management And General	$1,671,976	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$76,210	TotalAmt
Program Services	$10,244	ProgramServicesAmt
Management And General	$65,966	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$61,168	TotalAmt
Program Services	$6,881	ProgramServicesAmt
Management And General	$54,287	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$250,347	TotalAmt
Management And General	$250,347	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$6,842,800	TotalAmt
Management And General	$6,842,800	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$996,439	TotalAmt
Program Services	$138,655	ProgramServicesAmt
Management And General	$857,784	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
GME SURCHARGE	$16,532,513	$16,532,513
FAMILY CHOICE	$2,797,723	$2,797,723
NYS ASSESSMENT/ACA	$1,128,617		$1,128,617
DUES	$560,188	$24,717	$535,471

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$972,533	TotalAmt
Program Services	$8,549	ProgramServicesAmt
Management And General	$963,984	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,388,806,658	TotalAmt
Program Services	$1,244,256,556	ProgramServicesAmt
Management And General	$144,550,102	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$10,282,528	BOYAmt
EOY	$18,251,101	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$188,414,063	BOYAmt
EOY	$149,597,878	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$29,177,683	BOYAmt
EOY	$16,255,120	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$158,891,744	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$121,441,837	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$34,641,000	BOYAmt
EOY	$37,449,907	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$355,956,658	BOYAmt
EOY	$385,436,060	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,820,417	BOYAmt
EOY	$1,735,417	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$192,665,395	BOYAmt
EOY	$196,818,047	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$812,957,744	BOYAmt
EOY	$805,543,530	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$74,260,914	BOYAmt
EOY	$78,812,088	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$9,612,550	BOYAmt
EOY	$7,020,303	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$3,191,371	BOYAmt
EOY	$3,093,175	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$199,051,977	BOYAmt
EOY	$113,412,004	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$286,116,812	BOYAmt
EOY	$202,337,570	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	$367,026,527	BOYAmt
EOY	$444,072,847	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$159,814,405	BOYAmt
EOY	$159,133,113	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$526,840,932	BOYAmt
EOY	$603,205,960	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$812,957,744	BOYAmt
EOY	$805,543,530	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$54,779,258	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$21,585,770	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	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 (1)	AuditCommitteeInd
Federal Grant Audit Required	Yes (1)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (1)	FederalGrantAuditPerformedInd

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Agent Trustee Etc	0	AgentTrusteeEtcInd
Incl Escrow Custodial Acct Liab	Yes (1)	InclEscrowCustodialAcctLiabInd
Explanation Provided	Yes (X)	ExplanationProvidedInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$542,713	OtherCostOrOtherBasisAmt
Book Value	$542,713	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$23,772,167	OtherCostOrOtherBasisAmt
Depreciation	$8,983,727	DepreciationAmt
Book Value	$14,788,440	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$16,464,507	OtherCostOrOtherBasisAmt
Depreciation	$10,640,380	DepreciationAmt
Book Value	$5,824,127	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$28,533,481	OtherCostOrOtherBasisAmt
Depreciation	$22,386,995	DepreciationAmt
Book Value	$6,146,486	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$89,578,876	OtherCostOrOtherBasisAmt
Depreciation	$79,430,735	DepreciationAmt
Book Value	$10,148,141	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$37,449,907	TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDesc	Book ValueBookValueAmt
INVESTMENTS HELD IN ESCROW PER NYSDOH REGULATION 98-1.11CF	$86,346,414
INVESTMENT IN AFFILIATES	$110,471,633

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$196,818,047	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDesc	AmtAmt
BENEFITS PAYABLE	$46,222,928
CAPITATION PAYABLE	$8,104,973
INTERCOMPANY PAYABLE	$36,284,103
MEDICAL LOSS RATIO REBATES	$22,800,000

Field	Value	IRS element (for citing)
Total Liability	$113,412,004	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$1,455,213,379	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$21,585,770	NetUnrealizedGainsInvstAmt
Other Revenue	-$1,506,648	OtherRevenueAmt
Revenue Not Reported	$20,079,122	RevenueNotReportedAmt
Revenue Subtotal	$1,435,134,257	RevenueSubtotalAmt
Other Revenues Not Included	$8,451,659	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$8,451,659	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$1,443,585,916	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$1,366,571,514	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	-$8,451,659	OtherExpensesIncludedAmt
Expenses Not Reported	-$8,451,659	ExpensesNotReportedAmt
Expenses Subtotal	$1,375,023,173	ExpensesSubtotalAmt
Other Expenses Not Included	$13,783,485	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$13,783,485	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$1,388,806,658	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART IV, LINE 2B:	LONG TERM INCENTIVE DEFERRED COMPENSATION PLAN(S) ARE OFFERED TO KEY EXECUTIVES. FUTURE PAYMENT IS BASED ON PERFORMANCE AND HISTORICAL COMPENSATION, ASSETS ARE UNDER CUSTODIAL ARRANGEMENT WITH M&T BANK.
PART X, LINE 2:	INDEPDENDENT HEALTH ASSOCIATION & AFFILIATES (THE ASSOCIATION) RECOGNIZED NO LIABILITY FOR UNRECOGNIZED INCOME TAX BENEFITS AT DECEMBER 31, 2020 AND 2019. THE ASSOCIATION DID NOT RECORD INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN 2020 AND 2019. THE ASSOCIATION IS SUBJECT TO U.S. FEDERAL INCOME TAX AND INCOME TAX IN VARIOUS STATE JURISDICTIONS. AS OF DECEMBER 31, 2020, THE ASSOCIATION'S TAX YEARS FOR 2017, 2018, AND 2019 ARE SUBJECT TO EXAMINATION BY FEDERAL TAX AUTHORITIES.
PART XI, LINE 2D - OTHER ADJUSTMENTS:	BANK CHARGES & INVESTMENT FEES NETTED AGAINST OTHER INCOME -1,763,563. OPERATING GRANT NETTED AGAINST INCOME -2,321,030. NON-SERVICE NET PERIODIC PENSION COSTS NETTED AGAINST INCOME 2,577,945.
PART XI, LINE 4B - OTHER ADJUSTMENTS:	REINSURANCE RECOVERIES 4,628,239. RX REBATE 3,847,268. RENTAL EXPENSE INCLUDED ON PART VIII, LINE 6B -23,848.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	REINSURANCE RECOVERIES -4,628,239. RX REBATE -3,847,268. RENTAL EXPENSE INCLUDED ON PART VIII, LINE 6B 23,848.
PART XII, LINE 4B - OTHER ADJUSTMENTS:	BANK CHARGES & INVESTMENT FEES NETTED AGAINST OTHER INCOME 1,763,563. OPERATING GRANT NETTED AGAINST INCOME 2,321,030. PENSION RELATED CHARGES AND NON SERVICE NET PERIOD PENSION COST 9,698,892.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)

RegionRegionTxt	OfficesOfficesCnt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
CENTRAL AMERICA AND THE CARIBBEAN	0	0	PROGRAM SERVICES	REINSURANCE	$138,655
CENTRAL AMERICA AND THE CARIBBEAN	0	0	INVESTMENTS		$21,706,068

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	0	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	0	ContinuationTotalEmployeeCnt
Total Office	0	TotalOfficeCnt
Total Employee	0	TotalEmployeeCnt
Subtotal Spent	$21,844,723	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$21,844,723	TotalSpentAmt
Transfer To Foreign Corp	0	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (1)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	0	PassiveForeignInvestmestCoInd
Foreign Partnership	0	ForeignPartnershipInd
Boycott Countries	0	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART III ACCOUNTING METHOD:	FormAndLineReferenceDesc

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (44 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Valuation Method UsedValuationMethodUsedDesc	Purpose Of GrantPurposeOfGrantTxt	Address Line2USAddress/AddressLine2Txt
BUFFALO NIAGARA ENTERPRISE
665 MAIN STREET	BUFFALO	NY	142031425	161579523	501(C)(3)	$37,434	FMV	SPONSORSHIP
BUFFALO URBAN LEAGUE
15 E GENESEE STREET	BUFFALO	NY	14203	160743940	501(C)(3)	$18,717	FMV	SPONSORSHIP
CANISIUS COLLEGE
2001 MAIN STREET	BUFFALO	NY	14208	160743209	501(C)(3)	$33,186	FMV	SPONSORSHIP
CATHOLIC CHARITIES OF BUFFALO NEW YORK
741 DELAWARE AVENUE	BUFFALO	NY	14209	160743251	501(C)(3)	$11,230	FMV	SPONSORSHIP FOR HEALTHY LIVING
ECMC LIFELINE FOUNDATION
462 GRIDER STREET NO G-1	BUFFALO	NY	14215	223283946	501(C)(3)	$9,359	FMV	SPONSORSHIP
GREEN OPTIONS BUFFALO (GOBIKESLOW ROLL)
640 ELLICOTT ST SUITE 447	BUFFALO	NY	14203	272501533	501(C)(3)	$63,638	FMV	SPONSORSHIP FOR HEALTHY LIVING
LMHF STRIVE TO THRIVE PROGRAM INC
3786 BROADWAY STREET	CHEEKTOWAGA	NY	14227	815207846	501(C)(3)	$162,216	FMV	SPONSORSHIP FOR HEALTHY LIVING
HOSPICE FOUNDATION OF WNY INC
225 COMO PARK BLVD	CHEEKTOWAGA	NY	142271416	223137812	501(C)(3)	$7,861	FMV	SPONSORSHIP
LARKIN SQUARE
726 EXCHANGE ST STE 825	BUFFALO	NY	14210	454273890	501(C)(3)	$63,638	FMV	SPONSORSHIP FOR HEALTHY LIVING
LEADERSHIP BUFFALO
237 MAIN STREET SUITE 1500	BUFFALO	NY	142032720	161363536	501(C)(3)	$7,487	FMV	SPONSORSHIP
NATIONAL FEDERATION OF JUST COMMUNITIES OF WNY
360 DELAWARE AVENUE	BUFFALO	NY	14202	203185568	501(C)(3)	$9,733	FMV	SPONSORSHIP
NIAGARA FRONTIER AUTOMOBILE DEALERS ASSOCIATION (NFADA)
1144 WEHRLE DRIVE	WILLIAMSVILLE	NY	14221	161194880	501(C)(3)	$32,194	FMV	SPONSORSHIP
P2 COLLABORATIVE
355 HARLEM ROAD BUILDING C	WEST SENECA	NY	14224	421604185	501(C)(3)	$37,434	FMV	SPONSORSHIP FOR HEALTHY LIVING
POLICE ATHLETIC LEAGUE
65 NIAGARA SQUARE 21ST FLOOR	BUFFALO	NY	14202	161468698	501(C)(3)	$14,225	FMV	SPONSORSHIP FOR HEALTHY LIVING
SENECA DIABETES FOUNDATION
PO BOX 309	IRVING	NY	140810309	203214056	501(C)(3)	$22,461	FMV	SPONSORSHIP
THEATRE OF YOUTH (TOY)
203 ALLEN STREET	BUFFALO	NY	14201	237286004	501(C)(3)	$29,948	FMV	SPONSORSHIP FOR HEALTHY LIVING
UNITED WAY OF BUFFALO & ERIE COUNTY - ENDOWMENT CAMPAIGN
742 DELAWARE AVENUE	BUFFALO	NY	14209	160743969	501(C)(3)	$18,717	FMV	SPONSORSHIP
THE ARC OF ERIE COUNTY NEW YORK
30 WILSON ROAD	WILLIAMSVILLE	NY	14221	160769044	501(C)(3)	$7,113	FMV	SPONSORSHIP FOR HEALTHY LIVING
AMHERST CHAMBER OF COMMERCE
400 ESSJAY ROAD SUITE 150	AMHERST	NY	14221	160959485	501(C)(6)	$30,135	FMV	SPONSORSHIP
BUFFALO NIAGARA PARTNERSHIP
655 MAIN STREET SUITE 200	BUFFALO	NY	142031425	160761958	501(C)(6)	$5,278	FMV	SPONSORSHIP
TASTE OF BUFFALO INC
276 GREENWOOD COURT	EAST AURORA	NY	14052	161390601	501(C)(6)	$7,487	FMV	SPONSORSHIP FOR HEALTHY LIVING
THE SUMMIT CENTER INC
150 STAHL ROAD	GETZVILLE	NY	14068	161095750	501(C)(3)	$5,615	FMV	SPONSORSHIP FOR HEALTHY LIVING
BACK TO BASICS PEACEKEEPERS
1370 WILLIAM ST SUITE 100	BUFFALO	NY	14206	161509888	501(C)(3)	$7,487	FMV	SPONSORSHIP FOR HEALTHY LIVING
CHILD & FAMILY SERVICES
330 DELAWARE AVE	BUFFALO	NY	14202	161004825	501(C)(3)	$7,861	FMV	SPONSORSHIP
BUFFALO BILLS LLC
ONE BILLS DRIVE	ORCHARD PARK	NY	14127	471762470		$479,478	FMV	SPONSORSHIP FOR HEALTHY LIVING
BUFFALO RIVERWORKS LLC
359 GANSON ST	BUFFALO	NY	14203	463720236		$187,172	FMV	SPONSORSHIP FOR HEALTHY LIVING
FRW BEAVER HOLLOW MANAGEMENT LLC
1083 PIT RD	JAVA CENTER	NY	14082	454403158		$224,606	FMV	SPONSORSHIP FOR HEALTHY LIVING
RICH PRODUCTS CORPORATION
1150 NIAGARA ST PO BOX 245	BUFFALO	NY	14240	311387980		$68,942	FMV	SPONSORSHIP
SHARED MOBILITY
640 ELLICOTT ST 441	BUFFALO	NY	14203	465072814	501(C)(3)	$343,648	FMV	SPONSORSHIP FOR HEALTHY LIVING
SISTERS HOSPITAL FOUNDATION
2157 MAIN ST	BUFFALO	NY	14214	222283077	501(C)(3)	$5,615	FMV	SPONSORSHIP
INDEPENDENT HEALTH FOUNDATION
777 INTERNATIONAL DRIVE	BUFFALO	NY	14221	161417199	501(C)(3)	$2,325,522	FMV	OPERATING GRANT/SPONSORSHIP
AMERICAN LUNG ASSOCIATION
45 ASH STREET	EAST HARTFORD	CT	06108	060646594	501(C)(3)	$8,984	FMV	SPONSORSHIP FOR HEALTHY LIVING
BUFFALO NIAGARA PARTNERSHIP FOUNDATION INC
257 WEST GENESEE STREET SUITE 600	BUFFALO	NY	14202	160761958	501(C)(3)	$22,461	FMV	SPONSORSHIP
BUFFALO STATE COLLEGE FOUNDATION INC
1300 ELMWOOD STREET GC 417	BUFFALO	NY	14222	166037117	501(C)(3)	$39,306	FMV	SPONSORSHIP
BURCHFIELD PENNEY ART CENTER
1300 ELMWOOD AVENUE	BUFFALO	NY	14222	161596245	501(C)(3)	$7,701	FMV	SPONSORSHIP
BUSINESS FIRST
AMERICAN CITY BUSINESS JOURNALS INC	CHARLOTTE	NC	28202	431366184		$7,449	FMV	SPONSORSHIP FOR HEALTHY LIVING	120 EST MOREHEAD ST
CHILDREN'S HOSPITAL OF BUFFALO FOUNDATION
1028 MAIN ST FL 4	BUFFALO	NY	142021102	161332044	501(C)(3)	$25,193	FMV	SPONSORSHIP FOR HEALTHY LIVING
CITY MISSION SOCIETY INC
100 EAST TUPPER STREET	BUFFALO	NY	14203	160743965	501(C)(3)	$8,048	FMV	SPONSORSHIP
COMMUNITY FOUNDATION FOR GREATER BUFFALO INC
726 EXCHANGE ST STE 525	BUFFALO	NY	14210	222743917	501(C)(3)	$74,869	FMV	SPONSORSHIP
ERIE COUNTY AGRICULTURAL SOCIETY
2300 MCKINLEY PARKWAY	HAMBURG	NY	14075	160790021	501(C)(3)	$11,979	FMV	SPONSORSHIP
JERICHO ROAD COMMUNITY HEALTH CENTER
184 BARTON ST	BUFFALO	NY	14213	451571876	501(C)(3)	$68,159	FMV	SPONSORSHIP FOR HEALTHY LIVING
NIAGARA FALLS MEMORIAL MEDICAL CENTER FOUNDATION
621 10TH STREET	NIAGARA FALLS	NY	14302	222877349	501(C)(3)	$17,594	FMV	SPONSORSHIP
THE ECONOMIC DEVELOPMENT GROUP INC
DBA NORTHLAND WORKFORCE TRAINING	BUFFALO	NY	14211	223781639	501(C)(3)	$11,230	FMV	SPONSORSHIP	CENTER 683 NORTHLAND AVENUE
WHEEL B HERD INC
604 HERTEL AVENUE	BUFFALO	NY	14207	834114381	501(C)(3)	$37,434	FMV	SPONSORSHIP FOR HEALTHY LIVING

Field	Value	IRS element (for citing)
Total501c3 Org	36	Total501c3OrgCnt
Total Other Org	3	TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	DONATIONS/CONTRIBUTION: SUPPORT IS PROVIDED TO COLLABORATING COMMUNITY PARTNERS WHO ALIGN WITH OUR MISSION TO IMPROVE THE HEALTH AND WELL-BEING OF THE WNY COMMUNITY. THE GRANTS OR SPONSORSHIPS ARE RECORDED TO THE SAME ACCOUNT NUMBER IN GENERAL LEDGER SYSTEM UNDER "COMMUNITY PROGRAMS AND COPIES OF ALL PAYMENTS ARE KEPT OF FILE (PAPER & ELECTRONICALLY).	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	Yes (1)	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (1)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (28 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
MICHAEL W CROPP
PRESIDENT & CEO	$1,056,592	$0	$884,823	$0	$27,238	$0	$645,425	$0	$17,035	$0	$2,631,113	$0	$201,325	$0
JOHN REID RODGERS
EVP - COO	$564,961	$0	$618,728	$0	$30,737	$0	$307,376	$0	$30,227	$0	$1,552,029	$0	$269,968	$0
ANN M PENTKOWSKI
TREASURER & EVP CFO	$553,057	$0	$485,051	$0	$9,589	$0	$403,566	$0	$18,339	$0	$1,469,602	$0	$196,961	$0
JOHN MINEO
SECRETARY- EVP GEN.COUNSEL	$363,709	$0	$652,407	$0	$13,824	$0	$64,713	$0	$36,483	$0	$1,131,136	$0	$476,352	$0
PATRICIA C CLABEAUX
EVP-CHIEF HR OFFICER	$366,169	$0	$351,025	$0	$5,992	$0	$150,976	$0	$43,649	$0	$917,811	$0	$175,940	$0
JILL M SYRACUSE
EVP-CHF SRVCG OFCR (END 2/19)	$0	$0	$116,491	$0	$523,538	$0	$45,353	$0	$0	$0	$685,382	$0	$116,491	$0
ANTHONY BILLITTIER
EVP-CHF MEDICAL OFCR	$402,631	$0	$101,365	$0	$7,629	$0	$97,897	$0	$61,155	$0	$670,677	$0	$0	$0
ERIC J DECKER
SVP-INFORMATION TECHNOLOGY CIO	$329,690	$0	$224,695	$0	$1,810	$0	$12,463	$0	$23,517	$0	$592,175	$0	$97,431	$0
ROBERTA D RIFKIN
SVP-GOVT AFFAIRS & STRAT PRTNS	$264,209	$0	$197,183	$0	$3,992	$0	$62,360	$0	$24,519	$0	$552,263	$0	$94,363	$0
MARGARET STEFFAN
VP-FINANCE & CAO	$252,336	$0	$148,734	$0	$3,552	$0	$103,695	$0	$24,501	$0	$532,818	$0	$0	$0
NORA K MCGUIRE
SVP-CHIEF MARKETING OFFICER	$321,896	$0	$144,417	$0	$4,039	$0	$41,657	$0	$8,131	$0	$520,140	$0	$32,000	$0
JOHN HAUGHTON
SVP-CHF CLIN IMPRV (END 10/19)	$0	$0	$0	$0	$498,530	$0	$0	$0	$0	$0	$498,530	$0	$0	$0
MICHAEL MERRILL
MED DIR. INNOV. & SCIENCE	$361,390	$0	$52,504	$0	$3,782	$0	$14,626	$0	$20,161	$0	$452,463	$0	$0	$0
CHERYL FRIEDMAN
SVP-HEALTH CARE SERVICES	$263,900	$0	$122,745	$0	$2,772	$0	$35,225	$0	$20,595	$0	$445,237	$0	$27,065	$0
MICHAEL J FASO
SVP-CHF REV&ACCTG (END 7/19)	$0	$0	$0	$0	$434,333	$0	$0	$0	$0	$0	$434,333	$0	$0	$0
MICHAEL HUDSON
TREASURER & CFO (END 10/18)	$0	$0	$0	$0	$430,000	$0	$0	$0	$0	$0	$430,000	$0	$0	$0
AMIN M SEREHALI
SVP-CHF DATA & ANALYTCS. OFCR	$290,078	$0	$95,829	$0	$1,828	$0	$12,244	$0	$20,953	$0	$420,932	$0	$0	$0
RICHARD M ARGENTIERI
SVP-SALES	$253,809	$0	$69,887	$0	$1,807	$0	$43,624	$0	$19,934	$0	$389,061	$0	$0	$0
TIMOTHY HALEY
MED DIRECTOR MED POLICY & UM	$299,107	$0	$42,959	$0	$2,117	$0	$11,704	$0	$23,347	$0	$379,234	$0	$0	$0
ANTHONY MONTAGNA
SVP-CHF NETWORK OFCR	$228,261	$0	$73,209	$0	$1,033	$0	$51,028	$0	$20,623	$0	$374,154	$0	$0	$0
ROBERT TRACY
SVP-GOVT PROGRAMS	$216,482	$0	$99,961	$0	$1,513	$0	$20,303	$0	$22,342	$0	$360,601	$0	$22,302	$0
DEIRDRE WHEAT
MED DIRECTOR DISEASE & CSE MGT	$273,097	$0	$39,509	$0	$1,045	$0	$13,057	$0	$25,482	$0	$352,190	$0	$0	$0
S PAUL KAHLON
VP-CHF ACTUARIAL OFCR	$251,764	$0	$56,874	$0	$1,211	$0	$11,734	$0	$22,265	$0	$343,848	$0	$0	$0
DAVID SHUTE
VP-OPERATIONS	$239,718	$0	$57,169	$0	$2,412	$0	$12,214	$0	$19,073	$0	$330,586	$0	$0	$0
ANNE O'NEILL
VP-CHIEF RISK OFFICER	$217,127	$0	$41,386	$0	$2,215	$0	$39,084	$0	$22,211	$0	$322,023	$0	$0	$0
MARK I JOHNSON
SENIOR FINANCE ADVISOR (END 12/20)	$221,000	$0	$29,100	$0	$0	$0	$28,954	$0	$18	$0	$279,072	$0	$0	$0
GEORGE WANDS
CHIEF AUDIT OFFICER	$143,226	$0	$21,140	$0	$712	$0	$10,620	$0	$22,771	$0	$198,469	$0	$0	$0
NICOLE BRITTON
CHF COMPLIANCE OFCR	$115,669	$0	$17,460	$0	$246	$0	$5,277	$0	$25,502	$0	$164,154	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINES 4A-B	FormAndLineReferenceDesc
Explanation	PART I, LINES 4A THE FOLLOWING LISTED PERSON FROM PART VII, SECTION A RECEIVED SEVERANCE PAYMENTS AS PART OF A SEPARATION AGREEMENT WITH INDEPENDENT HEALTH DURING 2020: MICHAEL FASO - $474,717 JILL SYRACUSE - $566,342 JOHN HAUGHTON -$549,129 PART I, LINES 4B ELIGIBLE EMPLOYEES PARTICIPATE IN VARIOUS NON-QUALIFIED DEFERRED COMPENSATION PLANS ORGANIZED UNDER CODE SECTION 457(F), 457A, AND 409A. ANY AMOUNT ULTIMATELY PAID UNDER THE PROGRAM TO THE EMPLOYEE IS REPORTED AS COMPENSATION ON FORM 990, SCHEDULE J, PART II, COLUMN B IN THE YEAR PAID. SUPPLEMENTAL NON-QUALIFIED PLAN PAYMENTS WERE MADE DURING THE YEAR TO THE FOLLOWING LISTED PERSONS IN PART VII: MICHAEL CROPP - $201,325 JOHN REID RODGERS - $269,968 JILL SYRACUSE - $116,491 ANN PENTKOWSKI - $196,961 PATRICIA CLABEAUX - $175,940 JOHN MINEO - $476,352 ROBERT TRACY - $22,302 NORA MCGUIRE - $32,000 ERIC DECKER - $97,431 ROBERTA RIFKIN - $94,363 CHERYL FRIEDMAN -$27,065	ExplanationTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)

Relationship DescriptionRelationshipDescriptionTxt	TransactionTransactionAmt	TransactionTransactionDesc	Sharing Of RevenuesSharingOfRevenuesInd
NORTHTOWNS MEDICAL GROUP
SEE PART V	$557,956	SEE PART V	0
D'AVOLIO OLIVE OIL & VINEGAR
SEE PART V	$198,904	SEE PART V	0
DOCSITE LLC DBA CONFIDENT HEALTH
SEE PART V	$154,391	SEE PART V	0

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PARTIES:	FormAndLineReferenceDesc
Explanation	(A) NAME OF INTERESTED PERSON: NORTHTOWNS MEDICAL GROUP(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND THE ORGANIZATION: GREATER THAN 35% CONTROLLED ENTITY BY EDWARD STEHLIK, FORMER BOARD MEMBER(D) DESCRIPTION OF TRANSACTION: INDEPENDENT CONTRACT ARRANGEMENT, DELIVERY OF HEALTH CARE(A) NAME OF INTERESTED PERSON: D'AVOLIO OLIVE OIL & VINEGAR(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND THE ORGANIZATION: GREATER THAN 35% CONTROLLED ENTITY BY DAN GAGLIARDO, CURRENT BOARD MEMBER(D) DESCRIPTION OF TRANSACTION: INDEPENDENT CONTRACTOR ARRANGEMENT, FOR COMMUNITY HEALTH PORGRAMS(A) NAME OF INTERESTED PERSON: DOCSITE, LLC DBA CONFIDENT HEALTH(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND THE ORGANIZATION: GREATER THAN 35% CONTROLLED ENTITY BY JOHN HAUGHTON, FORMER KEY EMPLOYEE(D) DESCRIPTION OF TRANSACTION: INDEPENDENT CONTRACTOR ARRANGEMENT, FOR HEALTHCARE CONSULTING	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART III, LINE 4A PROGRAM SERVICE ACCOMPLISHMENTS	HEADQUARTERED IN BUFFALO, INDEPENDENT HEALTH BEGAN OPERATIONS IN 1980 AND HAS CONSISTENTLY BEEN RATED AMONG THE TOP HEALTH PLANS IN THE COUNTRY FOR CUSTOMER SERVICE AND MEMBER SATISFACTION. INDEPENDENT HEALTH'S COMPREHENSIVE PORTFOLIO OF PROGRESSIVE PRODUCTS INCLUDE COMMERCIAL HMO AND MEDICAID AND MEDICARE MANAGED ARE PRODUCTS. INDEPENDENT HEALTH'S SUBSIDIARY COMPANIES INCLUDE PHARMACY BENEFIT DIMENSIONS, RELIANCE RX, DXID AND NOVA HEALTHCARE ADMINISTRATORS, INC. IHA OFFERS ITS MEMBERS HEALTH RISK MANAGEMENT TOOLS INCLUDING AN ONLINE HEALTH RISK ASSESSMENT TO GIVE THEM THE INFORMATION THEY NEED TO HELP CONTROL CURRENT AND PREVENT FUTURE PROBLEMS. PROGRAMS FOR COVERED EMPLOYEES, AS WELL AS FOR EMPLOYERS, HELP THEM MAKE GOOD HEALTH A PART OF THEIR CULTURE. IHA OFFERS A 24-HOUR MEDICAL HELP LINE WITH ACCESS TO A REGISTERED NURSE WHO HELPS MEMBERS EXPLORE TREATMENT OPTIONS, DISCUSS NEEDED HEALTH SCREENINGS AND HELP DETERMINE APPROPRIATE CARE. OTHER MEMBERSHIP SERVICES INCLUDE PREVENTIVE CARE WITH ACTIVE PARTICIPATION BY COMMUNITY ORGANIZATIONS IN INITIATIVES SUCH AS THE POPULATION HEALTH COLLABORATIVE OF WESTERN NEW YORK, A NOT-FOR-PROFIT DEDICATED TO IMPROVING THE HEALTH OF PEOPLE IN WESTERN NEW YORK. IT DEPENDS ON UNPRECEDENTED COLLABORATION AMONG KEY STAKEHOLDERS AND THE SECURE SHARING OF CLINICAL INFORMATION, AS WELL AS THE ADOPTION OF HEALTH INFORMATION TECHNOLOGY AND ELECTRONIC MEDICAL RECORDS, THROUGH ORGANIZATIONS SUCH AS HEALTHELINK. IN THE PAST, THE IHA HEALTH COACH PROGRAM OFFERED A BROAD RANGE OF SERVICES, INCLUDING EDUCATION AND CARE COORDINATION, TO IMPROVE THE HEALTH OF IHA MEMBERS AND EMPLOYEES. AS A CURRENT RESOURCE TO ENGAGE WITH MEMBERS AT ANY POINT IN THEIR DAY OR ANY STAGE OF HEALTH, BROOK DIGITAL HEALTH COMPANION IS AN AVAILABLE RESOURCE. BROOK IS AN INNOVATIVE COMPANY THAT HAS DEVELOPED A DIGITAL PERSONAL ASSISTANT TO HELP PEOPLE WITH CHRONIC CONDITIONS, AS WELL AS PEOPLE LOOKING TO MAINTAIN THEIR GENERAL WELL-BEING, BETTER MANAGE THEIR HEALTH VIA THEIR SMARTPHONE. THE FIRST CHRONIC CONDITION BROOK ADDRESSED WAS DIABETES. FOR MEMBERS DIAGNOSED WITH THE DISEASE, BROOK CAN HELP USERS TRACK THEIR DAILY BLOOD GLUCOSE LEVELS, MEALS, MEDICATIONS, SLEEPING PATTERNS AND EXERCISE. BASED ON A USER'S DATA INPUT AND ACTIVITY, BROOK CAN PROVIDE INSIGHT ON WHAT IS WORKING ALONG WITH RECOMMENDATIONS TO KEEP BLOOD SUGAR LEVELS IN A SAFE ZONE, ALLOWING MEMBERS TO TAKE THE GUESSWORK OUT OF UNDERSTANDING HOW DAILY DECISIONS AFFECT THEIR HEALTH. USERS CAN ACCESS BROOK 24 HOURS A DAY, SEVEN DAYS A WEEK, WHETHER THEY ARE IN BETWEEN DOCTOR VISITS, AT THE GROCERY STORE OR TRAVELING. BROOK BLENDS INTELLIGENT, TECHNOLOGY-BASED RESPONSES WITH THE INTERACTION AND HUMAN TOUCH THAT CAN ONLY COME FROM COMPASSIONATE, UNDERSTANDING EXPERTS. IHA'S MEDICARE FAMILY CHOICE PLAN IS A MEDICARE ADVANTAGE SPECIAL NEEDS PLAN OFFERED IN NURSING FACILITIES IN WESTERN NEW YORK. FAMILY CHOICE OF NEW YORK IS A CARE MANAGEMENT COMPANY THAT WORKS IN PARTNERSHIP WITH AREA NURSING HOMES, PHYSICIANS AND HOSPITALS TO BRING ADDITIONAL CARE - INCLUDING ENHANCED HEALTH CARE AND SOCIAL SERVICES - TO THE PATIENTS WHO NEED SPECIALIZED MEDICAL AND NURSE MANAGEMENT. THE PROGRAM ACCOMPLISHES THIS BY ASSIGNING A NURSE PRACTITIONER WHO IS SPECIALLY TRAINED IN GERIATRICS TO NURSING HOME RESIDENTS. THE GOAL IS TO IMPROVE NOT ONLY THE MEMBER'S QUALITY OF CARE, BUT ALSO THEIR QUALITY OF LIFE. FAMILY CHOICE'S SPECIALLY TRAINED NURSE PRACTITIONERS AND PHYSICIAN ASSISTANTS ARE ON CALL 24 HOURS A DAY, SEVEN DAYS A WEEK TO PROVIDE CARE AND SUPPORT AS NEEDED. THEY WORK IN COLLABORATION WITH THE MEMBER'S PHYSICIANS AND THE NURSING FACILITY'S STAFF TO IDENTIFY POTENTIAL PROBLEMS BEFORE THEY BECOME SERIOUS AND MINIMIZE UNNECESSARY AND DISRUPTIVE EMERGENCY ROOM VISITS AND HOSPITAL STAYS WHENEVER IT'S SAFE AND APPROPRIATE. IHA ALSO OFFERS ASSURE ADVANTAGE HMO C-SNP. THIS IS A MEDICARE ADVANTAGE CHRONIC SPECIAL NEEDS PLAN SPECIFICALLY DEVELOPED FOR ELIGIBLE MEDICARE BENEFICIARIES WHO HAVE BEEN DIAGNOSED WITH BOTH DIABETES AND CHRONIC HEART FAILURE AND RESIDE IN ERIE COUNTY. THIS PLAN INCLUDES PROVIDERS WHO SPECIALIZE IN TREATING CHRONIC HEART FAILURE AND DIABETES. IT INCLUDES BENEFITS AND HEALTH PROGRAMS AND CARE COORDINATION SERVICES DESIGNED TO SERVE THE SPECIALIZED NEEDS OF PEOPLE WITH THESE CONDITIONS. IN ADDITION, ASSURE ADVANTAGE COVERS PRESCRIPTION DRUGS TO TREAT MOST MEDICAL CONDITIONS, INCLUDING THE DRUGS THAT ARE USUALLY USED TO TREAT CHRONIC HEART FAILURE AND DIABETES. AS PART OF THE AFFORDABLE CARE ACT AND MEDICAID REFORM EFFORTS, HEALTH HOMES ARE COMMUNITY NETWORKS OF PROVIDERS DESIGNATED BY THE STATE TO COORDINATE CARE AND SOCIAL NEEDS FOR MEDICAID MEMBERS WITH CHRONIC CONDITIONS, SUCH AS HIV/AIDS, SERIOUS MENTAL ILLNESS OR MULTIPLE CHRONIC HEALTH PROBLEMS. IHA ASSIGNS MEMBERS TO HEALTH HOMES AND SUPPORTS THESE NETWORKS ADMINISTRATIVELY, BILLING FOR SERVICES RENDERED AND REIMBURSING THEM. FOR FRAIL ELDERLY MEMBERS AND THEIR CAREGIVERS, THE CAREPARTNERS PROGRAM IS AVAILABLE AT NO ADDITIONAL COST. THIS HOME-BASED PROGRAM FACILITATES THE RIGHT CARE AND LIVING ENVIRONMENT AND IS DESIGNED TO PREVENT EMERGENCY ROOM VISITS AND HOSPITALIZATIONS. THROUGH HOME VISITS AND PHONE CALLS, REGISTERED NURSES AND SOCIAL WORKERS HELP COORDINATE CARE AND OFFER PSYCHO-SOCIAL SUPPORT, INCLUDING LINKING MEMBERS AND CAREGIVERS TO COMMUNITY AND FINANCIAL RESOURCES, ASSESSING THE SAFETY OF THE MEMBER AND HELPING COMPLETE ADVANCE DIRECTIVES IN ACCORDANCE WITH THE MEMBER'S WISHES. MEMBERS ALSO HAVE 24-HOUR ACCESS TO A REGISTERED NURSE THROUGH THIS PROGRAM. IHA OFFERS AN ADDITIONAL LEVEL OF SUPPORT AT NO COST TO MEMBERS FACING SERIOUS ILLNESS AND THEIR FAMILIES THROUGH OUR PALLIATIVE CARE PROGRAM. THE PALLIATIVE CARE TEAM, WHICH INCLUDES A REGISTERED NURSE, SOCIAL WORKER AND MEDICAL DIRECTOR, PARTNERS WITH THE MEMBER'S PHYSICIAN TO COORDINATE CARE AND REDUCE AVOIDABLE HOSPITAL VISITS AND ADMISSIONS. THE PALLIATIVE CARE PROFESSIONALS HAVE OPEN AND SUPPORTIVE DISCUSSIONS ABOUT TREATMENT CHOICES WITH THE MEMBER AND PROVIDE THE SAME OUTREACH AND SERVICES AS CAREPARTNERS WITH THE GOAL OF HELPING MEMBERS LIVE MORE COMFORTABLY BY MANAGING SYMPTOMS IN ACCORDANCE WITH THEIR HEALTH CARE WISHES TO PROVIDE A BETTER QUALITY OF LIFE. IN ADDITION, IHA DEVELOPS AND CONDUCTS EXTENSIVE COMMUNITY WELLNESS AND BENEFIT INITIATIVES THAT HELP MEMBERS LEAD HEALTHIER LIVES AND HELP EMPLOYERS CONTROL HEALTH CARE COSTS. INCLUDED AMONG THESE INITIATIVES ARE PREVIOUS COMMUNITY WELLNESS AWARENESS PROGRAMS: PRACTICE EXCELLENCE, THE NATIONALLY RECOGNIZED PAY FOR PERFORMANCE PROGRAM, AND THE IDEALIZED DESIGN OF CLINICAL OFFICE PRACTICE, A MULTI-FACETED APPROACH TO RE-DESIGN PHYSICIAN OFFICES TO BE MORE PATIENT-CENTRIC. IHA ALSO CONTRACTED WITH THE NEW YORK STATE DEPARTMENT OF HEALTH IN A HEALTH CARE REFORM ACT (HCRA) PAY FOR PERFORMANCE DEMONSTRATION PROJECT (P4P) TO SUPPORT REGIONAL EFFORTS TO IMPROVE THE QUALITY OF HEALTH CARE BY DEVELOPING A STANDARDIZED PHYSICIAN PERFORMANCE MEASUREMENT AND REPORTING SYSTEM. THIS GRANT EXPIRED DECEMBER 31, 2009; HOWEVER, AT THE END OF THIS GRANT PERIOD THE THREE REGIONAL HEALTH PLANS ENDORSED A CONTINUATION STRATEGY FOR THE QUALITY MEASURES COLLABORATIVE PROGRAM. THE PLANS CONTINUE TO PROVIDE REGULAR DATA EXTRACTS TO POPULATION HEALTH COLLABORATIVE'S DESIGNATED DATA MANAGEMENT VENDOR, VIPS, WHO PERFORMS DATA AGGREGATION AND ANALYSIS. POPULATION HEALTH COLLABORATIVE THEN REPORTS THIS PERFORMANCE DATA TO PROVIDERS VIA A SECURE INTERNET-BASED PORTAL. EACH PLAN PROVIDES ONGOING FUNDING FOR THE QUALITY MEASURES COLLABORATIVE PROPORTIONATE TO ITS RESPECTIVE MARKET SHARE. IHA ALSO SUBSIDIZES INDIGENT CARE AND HEALTH CARE INITIATIVES UNDER HCRA AND CONTRIBUTES TO A PROFESSIONAL EDUCATION POOL, LARGELY TO FUND GRADUATE MEDICAL EDUCATION EXPENSES. IHA IS ALSO RESPONSIBLE FOR THE COVERED LIVES ASSESSMENT BASED ON THE REGION IN WHICH THE MEMBER RESIDES AND HIS/HER ENROLLMENT STATUS (FAMILY OR INDIVIDUAL). SURCHARGES AND COVERED LIVES REMITTANCES ARE REQUIRED MONTHLY AND TOTALED APPROXIMATELY $16.6 MILLION DURING 2020.
FORM 990, PART III, LINE 4A PROGRAM SERVICE ACCOMPLISHMENTS	IHA'S REDSHIRT VOLUNTEER PROGRAM PROVIDES IHA ASSOCIATES AN OPPORTUNITY TO VOLUNTEER IN THEIR COMMUNITY, WHILE PROMOTING IHA AS A COMPANY WHO IS WILLING TO HELP GIVE BACK TO WNY. REDSHIRT ASSOCIATES VOLUNTEERS PROVIDE THE REDSHIRT TREATMENT TO THE COMMUNITY THROUGH DIRECT ASSOCIATE INTERACTION AND EXHIBIT IHA'S MESSAGE OF QUALITY CARE THROUGHOUT WESTERN NEW YORK. THE REDSHIRT TREATMENT IS A COMPANY-WIDE COMMITMENT TO DEMONSTRATE OUR CORE VALUES OF BEING PASSIONATE, CARING, RESPECTFUL, COLLABORATIVE AND ACCOUNTABLE. IN 2020, 139 IHA ASSOCIATES SERVED AS REDSHIRT VOLUNTEERS. IN TOTAL, THESE INDIVIDUALS VOLUNTEERED AT 13 COMMUNITY EVENTS, WHICH REPRESENTED MORE THAN 400 HOURS OF VOLUNTEER TIME. IHA ENCOURAGES ITS MANAGEMENT TEAM AND ASSOCIATES TO SUPPORT THE LOCAL COMMUNITY. TO THIS END, WE ARE PROUD TO SAY MORE THAN 100 MEMBERS OF OUR MANAGEMENT TEAM ARE VOLUNTEERS OR ACTIVE PARTICIPANTS AS DIRECTORS ON COMMUNITY BOARDS. THE IHA 'ASSOCIATES SUPPORTING THE COMMUNITY' PROGRAM (FORMERLY KNOWN AS THE DRESS DOWN PROGRAM) ALLOWS ASSOCIATES TO MAKE A CHARITABLE CONTRIBUTION WHILE IN OUR CURRENT WORK FROM HOME ENVIRONMENT. THIS PROGRAM HAS RESULTED IN SUBSTANTIAL SUPPORT FOR THE CHARITABLE ORGANIZATIONS IN OUR COMMUNITY AND DEMONSTRATES THE GOODWILL OF IHA ASSOCIATES. THE PROGRAM IS ASSOCIATE-DRIVEN WITH A GOAL TO BROADLY SUPPORT MANY 501(C)(3) ORGANIZATIONS THROUGHOUT WESTERN NEW YORK. TO DATE, IHA HAS RAISED MORE THAN $71,165 FOR NON-PROFIT ORGANIZATIONS IN OUR COMMUNITY. IN ADDITION, IHA ASSOCIATES SUPPORT THE UNITED WAY OF BUFFALO AND ERIE COUNTY'S COMMUNITY CARE CAMPAIGN. THE UNITED WAY OF BUFFALO AND ERIE COUNTY WORKS TO ADVANCE THE COMMON GOOD BY FOCUSING ON WELLNESS, INCOME AND EDUCATION. IT PROMOTES LONG-TERM GOOD HEALTH AND INDEPENDENCE AND WORKS TO CREATE LONG-LASTING CHANGES THAT WILL IMPROVE THE LIVES OF PEOPLE LIVING IN POVERTY IN ERIE COUNTY. IHA CONDUCTS A MONTH-LONG CAMPAIGN EACH FALL TO RAISE MONEY FOR UNITED WAY. IHA CARES ABOUT MAKING A DIFFERENCE IN THE LIVES OF INDIVIDUALS IN THE COMMUNITIES WE SERVE. TO DATE THE 2020 CAMPAIGN RAISED MORE THAN $86,000. THE COMMUNITY ALSO BENEFITS FROM IHA'S SPONSORSHIPS THAT PROMOTE HEALTH AND WELLNESS. THE CURRENT COVID-19 PANDEMIC HAS IMPACTED THE WAY CERTAIN COMMUNITY PROGRAMS ARE PROVIDED. DURING THESE UNPRECEDENTED TIMES, WE ARE WORKING ALONG WITH OUR PARTNERS TO PROVIDE RESOURCES THAT CAN HELP THE WESTERN NEW YORK COMMUNITY TO STAY ACTIVE AND CONNECTED, EVEN IF IT IS VIRTUALLY. SINCE 2014, INDEPENDENT HEALTH HAS SUPPORTED GOBIKE BUFFALO IN ITS EFFORTS TO BRING GREATER AWARENESS TO THE HEALTH AND SOCIOECONOMIC BENEFITS OF BICYCLING IN OUR COMMUNITY. THIS SUPPORT INCLUDES PRESENTING SPONSORSHIP OF THE ANNUAL SKYRIDE EVENT, WHICH DID NOT OCCUR IN 2020 DUE TO COVID-19; HOWEVER, GOBIKE IS CURRENTLY PLANNING FOR SKYRIDE 2021 TO BE HELD AUGUST 15. IN ADDITION, THE EFFORTS OF SLOW ROLL BUFFALO PRESENTED BY INDEPENDENT HEALTH, A WEEKLY COMMUNITY BIKE RIDE INITIATIVE, HAS UNITED RIDERS WITH A COMMON INTEREST TO GET OUT, GET ACTIVE AND GET HEALTHY. DUE TO COVID-19, SLOW ROLL BEGAN HOSTING "SOCIAL DISTANCE RIDES" IN MARCH 2020 FOLLOWED BY THE OFFICIAL LAUNCH OF THE SEASON WITH VIRTUAL RIDES ONLY IN MAY. THE VIRTUAL RIDES FOLLOWED POPULAR PAST ROUTES THROUGH THE CITY, WHICH STREAMED LIVE ON FACEBOOK AND WERE NARRATED AND FILMED BY A SLOW ROLL SQUAD MEMBER. OUTDOOR GROUP RIDES RESUMED IN AUGUST AND FOLLOWED STRICT HEALTH AND SAFETY GUIDELINES, INCLUDING THE LIMITATION OF 50 PEOPLE IN EACH GROUP RIDE. BOTH VIRTUAL AND GROUP RIDES CONTINUED UNTIL THE SEASON CONCLUDED AT THE END OF OCTOBER. FOR 2021, SLOW ROLL KICKED OFF A NEW SEASON OF WEEKLY COMMUNITY BIKE RIDES (CONTINUING TO RIDE IN GROUPS OF 50 OR LESS), WHICH COMMENCED MAY 3. TO PROVIDE THE COMMUNITY WITH GREATER ACCESS TO BIKES, IHA ENTERED INTO A PARTNERSHIP WITH SHARED MOBILITY, INC. IN 2016 TO ESTABLISH REDDY BIKESHARE. THIS BIKE-SHARING PROGRAM FIRST BROUGHT 200 GPS-ENABLED BIKES TO BUFFALO AND YIELDED SUCH SUCCESS THAT IT EXPANDED INTO THE CITY OF NIAGARA FALLS IN 2019, OFFERING AN ADDITIONAL 150 BIKES TO THE COMMUNITY FOR SHORT-TERM, SHARED USE. DESPITE THE IMPACT COVID HAD ON OUR REGION, 2020 PROVED TO BE THE MOST SUCCESSFUL YEAR YET FOR REDDY BIKESHARE WITH 21,300 NEW SIGN-UPS (A 222% INCREASE FROM 2019) AND 37,657 TOTAL TRIPS TAKEN LAST YEAR. CUMULATIVELY, REDDY RIDERS HAVE TRAVELED A TOTAL OF 282,882 PEDAL-POWERED MILES SINCE ITS LAUNCH IN 2016, WHICH IS A DISTANCE GREATER THAN THAT OF THE MOON. RIDERS ALSO BURNED A COLLECTIVE 11.4 MILLION CALORIES AND HELPED AVOID 34 MILLION GRAMS OF GREENHOUSE GAS EMISSIONS DURING THE LAST FIVE YEARS. REDDY BIKESHARE ALLOWS USERS TO EXPLORE THEIR COMMUNITY WHILE SUPPORTING THEIR HEALTH, LOCAL BUSINESSES, AND THE ENVIRONMENT BY ENHANCING ALTERNATIVE TRANSPORTATION OPTIONS. THROUGH A UNIQUE PARTNERSHIP WITH YMCA BUFFALO-NIAGARA, A STATE-OF-THE-ART FACILITY OPENED ITS DOORS IN 2013 TO OFFER PERSONAL AND FAMILY FITNESS OPPORTUNITIES TO THE AMHERST COMMUNITY. THE INDEPENDENT HEALTH FAMILY BRANCH YMCA IS A 92,000-SQUARE-FOOT FACILITY OFFERING A VARIETY OF HEALTH AND WELLNESS PROGRAMS THAT TARGET OBESITY AND OTHER HEALTH CONDITIONS. FURTHERMORE, IHA AND THE YMCA ARE CELEBRATING THE 10TH YEAR FITNESS IN THE PARKS IN 2021. THIS SERIES OF FREE OUTDOOR FITNESS CLASSES ENCOURAGES ALL MEMBERS OF THE COMMUNITY TO TAKE A MORE ACTIVE ROLE IN THEIR HEALTH. THE PROGRAM WILL KICK OFF ON JUNE 1 WITH MORE THAN 500 CLASSES OFFERED THROUGHOUT THE SUMMER, TO CONCLUDE ON SEPTEMBER 30. OUTDOOR CLASSES WILL BE HELD IN 18 PARKS ACROSS WESTERN NEW YORK, ALONG WITH FOUR VIRTUAL CLASSES TO BE STREAMED LIVE FROM THE YMCA'S FACEBOOK PAGE. THIS IS A MUCH MORE ROBUST OFFERING THAN LAST YEAR CONSIDERING THE IMPACT OF COVID-19. VARIOUS SAFETY MEASURES IMPLEMENTED LAST YEAR FOR OUTDOOR CLASSES WILL CONTINUE TO BE FOLLOWED FOR THE 2021 SEASON. IN AN EFFORT TO FURTHER PROMOTE HEALTHIER LIFESTYLES IN OUR COMMUNITY, IHA JOINED FORCES WITH SNYDER CORPORATION AND FITNESS RIDGE WORLDWIDE IN 2012 TO BRING THE BIGGEST LOSER RESORT NIAGARA TO WESTERN NEW YORK. FOCUSING ON EXERCISE, NUTRITION AND EDUCATION, THE RESORT OFFERS CUSTOM PROGRAMING THAT PROVIDES PARTICIPANTS WITH THE TOOLS THEY NEED TO ADOPT HEALTHY LIFESTYLE CHANGES TO REDUCE THEIR RISK OF CHRONIC DISEASE, SUCH AS DIABETES AND HEART DISEASE. UNDERSTANDING THAT HEALTHY HABITS MUST BE NURTURED FROM A YOUNG AGE, IHA JOINED TOGETHER WITH THE BUFFALO MUSEUM OF SCIENCE TO OPEN THE FIRST PERMANENT HEALTH-SCIENCE STUDIO IN 2012. "EXPLORE YOU PRESENTED BY INDEPENDENT HEALTH" ALLOWS VISITORS OF ALL AGES TO EXPLORE ANATOMY AND LEARN ABOUT IMPORTANT CHOICES THAT CAN BE MADE TO IMPROVE AND MAINTAIN ONE'S HEALTH. IN CONNECTION WITH THE EXHIBIT, IHA SPONSORS THE MUSEUM'S COMMUNITY HEALTH DAY EVENT EVERY JANUARY, OFFERING FAMILIES A FREE DAY OF FUN AND INTERACTIVE ACTIVITIES THAT PROMOTE THE IMPORTANCE OF HEALTHY LIVING. DUE TO COVID-19 AND THE LIMITED HOURS OF OPERATION FOR THE MUSEUM, THIS EVENT WAS HELD VIRTUALLY ON JANUARY 18, 2021, OFFERING FREE HEALTH AND WELLNESS ACTIVITIES, DEMONSTRATIONS AND INFORMATIONAL CONTENT FROM THE MUSEUM'S SOCIAL MEDIA CHANNELS. COMMUNITY MEMBERS WERE INVITED TO PICK UP A FREE COMMUNITY HEALTH DAY WELLNESS BAG FEATURING AN INDEPENDENT HEALTH THERMAL TOTE FILLED WITH OTHER BRANDED GIVEAWAYS, HEALTHY RECIPES FROM HEALTHY OPTIONS, BIKE SAFETY INFORMATION, AND MORE. APPROXIMATELY 1,000 BAGS WERE DISTRIBUTED TO MEMBERS OF THE COMMUNITY. IHA IS ALSO PROUD TO PARTNER WITH LARKIN SQUARE TO SPONSOR MANY COMMUNITY EVENTS AND BRING HEALTHY INITIATIVES TO ITS REVITALIZED PUBLIC GATHERING SPACE ALL YEAR LONG. THROUGH THIS PARTNERSHIP, THE INDEPENDENT HEALTH FOUNDATION WAS ABLE TO IMPLEMENT THE HEALTHY OPTIONS BUFFALO PROGRAM INTO FOOD TRUCK TUESDAYS, HELD OUTDOORS EACH WEEK, FROM APRIL THROUGH OCTOBER, REQUIRING EACH PARTICIPATING FOOD TRUCK TO OFFER AT LEAST ONE PRE-APPROVED HEALTHY MENU ITEM CONSIDERED TO BE LOWER IN FAT, SATURATED FAT, CHOLESTEROL AND SODIUM. DUE TO COVID-19, FOOD TRUCK TUESDAYS AMONG MANY OTHER OUTDOOR PROGRAMMING AT LARKIN DID NOT OCCUR IN 2020. LARKIN SQUARE IS CURRENTLY PLANNING TO OFFER ONLY SPECIAL EVENTS FOR 2021 THAT ARE FREE AND OUTDOORS, INCLUDING A VENDOR/ARTISAN MARKET IN MAY.
FORM 990, PART III, LINE 4A PROGRAM SERVICE ACCOMPLISHMENTS	SINCE 2014, IHA HAS BEEN PROUD TO SERVE AS OFFICIAL HEALTH AND WELLNESS PARTNER OF THE BUFFALO BILLS, WORKING TOGETHER TO IMPROVE THE HEALTH AND WELL-BEING OF WESTERN NEW YORK THROUGH A VARIETY OF INITIATIVES. THIS INCLUDES THE SIX-WEEK HEALTH & WELLNESS CHALLENGE, A COMMUNITY-WIDE FITNESS AND NUTRITION PROGRAM DESIGNED TO ENCOURAGE SMALL CHANGES TOWARD A HEALTHIER LIFESTYLE. TO DATE, MORE THAN 40,000 INDIVIDUALS HAVE REGISTERED FOR THE CHALLENGE WITH THE CHANCE TO WIN DAILY PRIZING AND THE FEATURED GRAND PRIZE EACH SPRING AND FALL. THE CHALLENGE IS OPEN TO ANYONE IN THE COMMUNITY. THE SPRING 2021 CHALLENGE IS CURRENTLY UNDERWAY, ALLOWING PEOPLE TO REGISTER OR LOG IN TO THEIR ACCOUNTS TO START EARNING POINTS BY REFERRING FRIENDS AND FAMILY TO JOIN THEM IN THE CHALLENGE. THE PROGRAM OFFICIALLY KICKS OFF MAY 24, OFFERING DAILY GOALS AND "EXTRA POINTS" CHALLENGES FOR PARTICIPANTS TO COMPLETE BEFORE THE CONCLUSION ON JULY 4. THE BUFFALO BILLS AND IHA ALSO WORK TOGETHER TO ENCOURAGE PHYSICAL ACTIVITY AND HEALTHY EATING AMONG OUR COMMUNITY'S YOUTH THROUGH THE INDEPENDENT HEALTH FOUNDATION'S FITNESS FOR KIDS CHALLENGE IN COLLABORATION WITH THE BUFFALO BILLS PLAY 60 CHALLENGE. IN APRIL 2020, A SPECIAL EDITION OF THE PLAY 60 PROGRAM WAS OFFERED TO PROVIDE HEALTHY ACTIVITIES AND MOTIVATION FOR FAMILIES DURING THIS DIFFICULT TIME. INDEPENDENT HEALTH'S PARTNERSHIP WITH BUFFALO RIVERWORKS LAUNCHED IN 2015, OFFERING A WIDE VARIETY OF SEASONAL ACTIVITIES FOR INDIVIDUALS OF ALL AGES AND FITNESS LEVELS. BUILT AROUND PROMOTING HEALTH AND EXERCISE, PARTICIPANTS CAN TRY THEIR HAND AT KAYAKING, WATER BIKES, PADDLE BOARDING, ZIP LINING AND MORE WHEN THE WEATHER IS WARM, AND THEN LACE UP THEIR ICE SKATES OR PARTAKE IN A FRIENDLY GAME OF CURLING WHEN THE COLD WEATHER SETS IN. ADVENTURE-SEEKERS CAN ALSO TEST THEIR AGILITY AND STRENGTH ON THE NEW TWO-LEVEL ROPES COURSE, OPEN YEAR-ROUND. AS THE OFFICIAL HEALTH AND WELLNESS PARTNER OF BUFFALO RIVERWORKS, IHA MEMBERS CAN SHOW THEIR ID CARD AND RECEIVE DISCOUNTS FOR ANY HEALTH AND WELLNESS ACTIVITY. ADDITIONALLY, THERE ARE SEVERAL HEALTHY OPTIONS ITEMS ON THE MENU AT RIVERWORKS, MAKING IT EASY TO EAT HEALTHY WHILE DINING OUT. DUE TO COVID-19, WINTER ACTIVITIES PREVIOUSLY "ON HOLD" WERE REINTRODUCED IN LATE 2020/EARLY 2021 ON A LIMITED BASIS, REQUIRING PARTICIPANTS TO REGISTER ONLINE IN ADVANCE. INDEPENDENT HEALTH MEMBERS WERE OFFERED THE OPPORTUNITY TO REDEEM PROMO CODES ONLINE TO TAKE ADVANTAGE OF THE MEMBER DISCOUNT. SUMMER ACTIVITIES ARE EXPECTED TO RETURN FOR 2021. FURTHER CAPITALIZING ON THE OUTDOOR HEALTH AND WELLNESS OPPORTUNITIES AVAILABLE IN OUR COMMUNITY, IHA BECAME THE OFFICIAL HEALTH AND WELLNESS PARTNER OF OUTER HARBOR BUFFALO IN 2016. GUESTS CAN VENTURE TO WILKESON POINTE TO RENT KAYAKS, BIKES, PADDLE BOARDS AND HYDRO BIKES; TAKE PART IN FREE OUTDOOR FITNESS CLASSES; AND EXPLORE THE 3-MILE INDEPENDENT HEALTH WELLNESS TRAIL CONNECTING THE POINTE TO LAKESIDE BIKE PARK. THE PARK OFFERS A VARIETY OF TRAILS FOR BIKE AND NATURE ENTHUSIASTS ALIKE, AND ALSO HAS A QUANTITY OF RED BIKES AVAILABLE TO RENT COURTESY OF IHA AS THE PRESENTING SPONSOR. IHA MEMBERS CAN SHOW THEIR ID CARD TO RECEIVE DISCOUNTS ON ALL OUTER HARBOR OUTDOOR ACTIVITY RENTALS. DUE TO COVID-19, BIKE AND WATER SPORT RENTALS WERE ONLY AVAILABLE FOR A FEW MONTHS DURING THE SUMMER; HOWEVER, THE LAKESIDE BIKE PARK AND INDEPENDENT HEALTH WELLNESS TRAIL WERE OPEN FOR USE, FOLLOWING SOCIAL DISTANCING GUIDELINES. ALL ACTIVITIES AT THE OUTER HARBOR ARE EXPECTED TO RETURN MEMORIAL DAY WEEKEND IN 2021. WNYHEALTHENET FURTHERS IHA'S COMMITMENT TO REDUCING THE COST OF AND IMPROVING THE QUALITY OF HEALTH CARE IN THE WESTERN NEW YORK COMMUNITY. WNYHEALTHENET OPTIMIZES THE DELIVERY OF PATIENT INFORMATION THAT SPEEDS THE DELIVERY AND ACCURACY OF VITAL ELIGIBILITY, CLAIM STATUS, REFERRAL AND AUTHORIZATION INFORMATION TO THE PROVIDER COMMUNITY, AND WESTERN NEW YORK'S CLINICAL INFORMATION EXCHANGE ("HEALTHELINK") - A 501(C) (3) ORGANIZATION THAT OPERATES AN INFORMATION EXCHANGE TO FACILITATE ACCESS TO CLINICAL INFORMATION AMONG HEALTH CARE PROVIDERS AND HEALTH INSURERS. HEALTHELINK IS PART OF THE STATEWIDE HEALTH INFORMATION NETWORK OF NEW YORK (SHIN-NY), A TECHNOLOGY FRAMEWORK SPANNING THE ENTIRE STATE THAT ALLOWS HEALTH CARE PROVIDERS EFFICIENT ACCESS TO THEIR PATIENTS' DATA. HEALTHELINK HAS BEEN RECOGNIZED FOR ITS WORK IN BUILDING A REGIONAL HEALTH INFORMATION TECHNOLOGY INFRASTRUCTURE AND FOR TESTING INNOVATIVE APPROACHES BY BOTH STATE AND FEDERAL AGENCIES, INCLUDING BEING NAMED A BEACON COMMUNITY, AN EFFORT FUNDED BY THE OFFICE OF THE NATIONAL COORDINATOR FOR HEALTH INFORMATION TECHNOLOGY. AS OF MAY 2021, APPROXIMATELY 89 PERCENT OF WESTERN NEW YORK PROVIDER PRACTICES PARTICIPATE WITH HEALTHELINK, MORE THAN 500 DATA SOURCES ARE CONNECTED, APPROXIMATELY 300 MILLION RESULTS (LAB, RADIOLOGY AND TRANSCRIBED REPORTS) ARE AVAILABLE AND MORE THAN 1.3 MILLION COMMUNITY-WIDE CONSENTS HAVE BEEN SIGNED BY PATIENTS AUTHORIZING TREATING PHYSICIANS TO ACCESS THEIR ELECTRONIC MEDICAL RECORDS THROUGH HEALTHELINK. IHA COORDINATES THE DELIVERY OF HEALTH CARE SERVICES FOR APPROXIMATELY 166,399 MEMBERS OF IHA'S COMMERCIAL PRODUCTS UNDER ARTICLE 44 OF THE NEW YORK PUBLIC HEALTH LAW, MEDICAID MANAGED CARE PRODUCTS AS ADMINISTERED BY THE STATE OF NEW YORK, AND MEDICARE MANAGED CARE PRODUCTS AS ADMINISTERED BY CMS AS OF MAY 1, 2021. INDEPENDENT HEALTH PROVIDES HEALTH BENEFITS AND SERVICES TO INDIVIDUALS IN WESTERN NEW YORK AND THROUGHOUT THE COUNTRY. THE COMPANY HAS CONSISTENTLY BEEN RATED AMONG THE TOP HEALTH PLANS IN THE COUNTRY FOR CUSTOMER SERVICE AND MEMBER SATISFACTION. INDEPENDENT HEALTH HAS RECEIVED THE NATIONAL COMMITTEE FOR QUALITY ASSURANCE'S (NCQA) HIGHEST ACCREDITATION STATUS OF "EXCELLENT" FOR ITS COMMERCIAL HMO/POS AND MEDICARE LINES OF BUSINESS FOR 19 CONSECUTIVE YEARS. "EXCELLENT" ACCREDITATION IS GRANTED ONLY TO THOSE HEALTH PLANS THAT EXHIBIT LEVELS OF SERVICE AND CLINICAL QUALITY THAT MEET OR EXCEED NCQA'S RIGOROUS REQUIREMENTS FOR CONSUMER PROTECTION AND QUALITY IMPROVEMENT. INDEPENDENT HEALTH WAS ALSO RANKED AS THE TOP HEALTH INSURANCE PLAN IN THE NEW YORK/NEW JERSEY REGION, ACCORDING TO J.D. POWER'S 2010, 2011, 2012, 2013, 2016, 2018 AND 2020 U.S. MEMBER HEALTH INSURANCE PLAN STUDIES, AND RANKED SECOND IN THE NEW YORK/NEW JERSEY REGION IN THE J.D. POWER 2014, 2015 AND 2017 U.S. MEMBER HEALTH PLAN STUDIES. IN ADDITION, INDEPENDENT HEALTH WAS RANKED AMONG THE HIGHEST-RANKED HEALTH PLANS IN THE NATION FOR ALL LINES OF BUSINESS COMMERCIAL, MEDICARE AND MEDICAID ACCORDING TO THE NATIONAL COMMITTEE FOR QUALITY ASSURANCE (NCQA) IN ITS HEALTH INSURANCE PLAN RANKINGS 2018-2019. THE RANKINGS ARE BASED ON CLINICAL QUALITY, MEMBER SATISFACTION AND NCQA ACCREDITATION STANDARDS. LONG BEFORE THE ENACTMENT OF THE AFFORDABLE CARE ACT (ACA), IHA WAS TAKING STEPS TO TRANSFORM HEALTH CARE IN WESTERN NEW YORK, PROVIDING OUR MEMBERS WITH MANY OF THE QUALITY COVERAGE AND MARKET REFORM PROVISIONS CONTAINED IN THE LAW ($0 COPAY FOR PREVENTIVE SERVICES, AGE-EXTENSION RIDERS UP TO AGE 26, NO LIFETIME LIMITS ON MEMBERS' COVERAGE, AND COMPREHENSIVE INTERNAL AND EXTERNAL REVIEW PROCESSES TO ENSURE OUR MEMBERS RECEIVED NEEDED HEALTH CARE SERVICES). IHA CONTINUES TO LOOK FOR OPPORTUNITIES TO IMPROVE THE QUALITY AND AFFORDABILITY OF HEALTH CARE FOR OUR REGION, AS ACHIEVING HEALTH CARE REFORM WILL REQUIRE COMMUNITY OWNERSHIP, WIDE-RANGING PARTNERSHIPS AND RENEWED COLLABORATION AMONG DIVERSE STAKEHOLDERS. BY FOCUSING ON COLLABORATION AND HEALTH ENGAGEMENT, IHA CAN HELP BUILD A CULTURE OF HEALTH IN OUR REGION. AS A COMMUNITY, WE MUST CONTINUE TO DEVELOP PROGRAMS THAT ENHANCE FITNESS, FOSTER PREVENTION AND ENGAGE PEOPLE IN BETTER HEALTH. THESE EFFORTS WILL HELP PEOPLE MAKE POSITIVE LIFESTYLE CHANGES AND REDUCE CHRONIC DISEASE, ESSENTIAL ELEMENTS FOR LOWERING HEALTH CARE COSTS AND IMPROVING THE OVERALL HEALTH STATUS OF OUR COMMUNITY.
FORM 990, PART III, LINE 4A PROGRAM SERVICE ACCOMPLISHMENTS	IHA'S COLLABORATIVE EFFORTS ARE HAVING AN IMPACT. THE 2012 COMMONWEALTH FUND REPORT RANKED BUFFALO 54TH BEST AMONG 306 MEDICARE SERVICE AREAS FOR QUALITY, ACCESSIBILITY AND AFFORDABILITY OF CARE AND IN 2016 IHA WAS RANKED 62 OUT OF 306 MEDICARE SERVICE AREAS. IHA WAS IN THE TOP 10 PERCENT FOR ACCESS AND AFFORDABILITY AND IN THE TOP QUARTILE FOR PREVENTION, TREATMENT AND OVERALL PERFORMANCE. THIS RANKING IS EVEN MORE IMPRESSIVE GIVEN THAT BUFFALO IS CITED AS THE THIRD-POOREST CITY IN THE U.S. AND THE STUDY REVEALED A STRONG CORRELATION BETWEEN POVERTY AND A POOR SCORE AMONG THE RANKED AREAS. ADDITIONALLY, THE COLLABORATIVE WORK UNDER WAY IN WESTERN NEW YORK WAS RECOGNIZED IN A RECENTLY RELEASED CASE STUDY ON REGIONAL HEALTH CARE IMPROVEMENT BY THE COMMONWEALTH FUND, "BUFFALO AND WESTERN NEW YORK: COLLABORATING TO IMPROVE HEALTH SYSTEM PERFORMANCE BY LEVERAGING SOCIAL CAPITAL", WHICH TAKES A CLOSER LOOK AT THE REASONS FOR OUR REGION'S SUCCESS. THESE REPORTS EMPHASIZE THE NEED FOR LOCAL SOLUTIONS AND WIDESPREAD ENGAGEMENT AND COLLABORATION TO ACHIEVE THE QUADRUPLE AIM OF BETTER HEALTH, BETTER CARE, LOWER COSTS AND PROVIDER VITALITY.
FORM 990, PART VI, SECTION A, LINE 2	PAMELA REED AND ANTHONY BILLITTIER HAVE A BUSINESS RELATIONSHIP (BOARD MEMBERS OF A RELATED TAXABLE ENTITY) MICHAEL W. CROPP, JOHN MINEO, ESQ, ANTHONY BAYNES, SIDNEY WEISS, COLLEEN DIPIRRIO, DANIEL WEINTRAUB AND ANN PENTKOWSKI HAVE A BUSINESS RELATIONSHIP (BOARD MEMBERS OF A RELATED TAXABLE ENTITY). MICHAEL CROPP, ANN PENTKOWSKI, JOHN RODGERS, JOHN MINEO, DANIEL WEINTRAUB AND DAN GAGLIARDO HAVE A BUSINESS RELATIONSHIP (BOARD MEMBERS OF A RELATED TAXABLE ENTITY). THOMAS J. FOELS, MICHAEL HEIMERL AND DAVID PAWLOWSKI HAVE A BUSINESS RELATIONSHIP (PRIVATE ENTERPRISE). IHA DOES NOT DO BUSINESS WITH THEIR PRIVATE ENTERPRISE.
FORM 990, PART VI, SECTION B, LINE 11B	FORM 990 WAS REVIEWED WITH THE CHAIRMAN OF THE AUDIT AND FINANCE COMMITTEES AS WELL AS THE PRESIDENT OF INDEPENDENT HEALTH. THE FINAL FORM 990 WAS MADE AVAILABLE TO THE BOARD OF DIRECTORS FOR REVIEW AND COMMENTS PRIOR TO THE FILING OF THIS RETURN.
FORM 990, PART VI, SECTION B, LINE 12C	INDEPENDENT HEALTH ASSOCIATION, INC.'S (IHA) CONFLICT OF INTEREST REPORTING POLICY ENCOMPASSES ALL CURRENT IHA OFFICERS AND EMPLOYEES (INCLUDING HIGHEST COMPENSATED AND KEY EMPLOYEES) OF THE ORGANIZATION. EMPLOYEES ARE REQUIRED AS PART OF THEIR EMPLOYMENT WITH IHA TO IMMEDIATELY REPORT CONFLICTS OF INTEREST THAT THEY ARE PARTY TO OR THAT THEY OBSERVED, TO MANAGEMENT OR INDEPENDENT HEALTH'S CHIEF COMPLIANCE OFFICER FOR REVIEW BY THE CONFLICT OF INTEREST COMMITTEE OF INDEPENDENT HEALTH. CONFLICTS ARE ALSO IDENTIFIED ANNUALLY WHEN EMPLOYEES COMPLETE ATTESTATIONS, CONFIDENTIAL QUESTIONAIRES & PLEDGE OF CONFIDENTIALITY AND CONTINUING DISCLOSURES FORM (FOR HIGHEST COMPENSATED EMPLOYEES, KEY EMPLOYEES, OFFICERS, DIRECTORS, AND MEMBERS OF THE BOARD) ARE RECEIVED. IF A CONFLICT OF INTEREST IS IDENTIFIED, THE INDIVIDUAL IS PROHIBITED FROM PARTICIPATING IN THE DELIBERATIONS OR DECISIONS RELATED TO THIS TRANSACTION. THE RESOLUTION OF CONFLICT REVIEW WILL BE DOCUMENTED IN MEETING MINUTES MAINTAINED BY THE CONFLICT OF INTEREST COMMITTEE.
FORM 990, PART VI, SECTION B, LINE 15	THE GOVERNING BOARD OF DIRECTORS OF INDEPENDENT HEALTH ASSOCIATION, INC. (IHA) APPOINTED A GROUP OF BOARD MEMBERS TO ACT AS THE COMPENSATION COMMITTEE. COMPENSATION OF THE CEO IS SUBJECT TO REVIEW AND APPROVAL BY THE COMPENSATION COMMITTEE AND THE BOD ANNUALLY. ADDITIONALLY, THE RECOMMENDATIONS OF THE CEO PERTAINING TO THE COMPENSATION OF HIS/HER DIRECT REPORTS ARE SUBJECT TO REVIEW AND ADVISEMENT BY THE COMPENSATION COMMITTEE.
FORM 990, PART VI, SECTION C, LINE 19	UPON REQUEST, THE ORGANIZATION WILL MAKE AVAILABLE; A COPY OF ITS 990, ITS AUDITED FINANCIAL STATEMENTS AND ANY OTHER DOCUMENTS AS REQUIRED.
FORM 990, PART VI, SECTION A, LINE 9:	MICHAEL FASO - 9187 BEECH MEADOW CT. CLARENCE CENTER, NY 14032 JOHN HAUGHTON - 536 LAFAYETTE BUFFALO, NY 14222 MICHAEL HUDSON - 243 WEST LANE RIDGEFIELD, CONNECTICUT, NY 06877 JILL M. SYRACUSE - 5512 MARTHA'S VINEYARD CLARENCE CENTER, NY 14032

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	INDEPENDENT HEALTH FOUNDATION	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	777 INTERNATIONAL DRIVE	AddressLine1Txt
City	BUFFALO	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	14221	ZIPCd

Field	Value	IRS element (for citing)
EIN	161417199	EIN
Primary Activities	TO PROMOTE GOOD HEALTH IN WESTERN NEW YORK & SUPPORT THE ACTIVITIES OF IHA	PrimaryActivitiesTxt
Legal Domicile State	NY	LegalDomicileStateCd
Exempt Code Section	501(C)(3)	ExemptCodeSectionTxt
Public Charity Status	12A, I	PublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	INDEPENDENT HEALTH ASSOCIATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Controlled Organization	Yes (1)	ControlledOrganizationInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Entity TypeEntityTypeTxt	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	OwnershipOwnershipPct	Controlled OrganizationControlledOrganizationInd	Address Line1ForeignAddress/AddressLine1Txt	CityForeignAddress/CityNm	Province Or StateForeignAddress/ProvinceOrStateNm	CountryForeignAddress/CountryCd	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd
INDEPENDENT HEALTH CORPORATION AND SUBSIDIARY
511 FARBER LAKES DRIVE	BUFFALO	NY	14221	161237733	THIRD PARTY CLAIMS ADMINISTRATION	NY	INDEPENDENT HEALTH ASSOCIATION INC	C	$638,741	$250,471,990	1.00000	Yes (1)
INDEPENDENT HEALTH BENEFITS CORPORATION
511 FARBER LAKES DRIVE	BUFFALO	NY	14221	161483784	POS AND INDEMNITY PRODUCT ADMINISTRATION	NY	INDEPENDENT HEALTH ASSOCIATION INC	C	$20,669,446	$285,774,202	1.00000	Yes (1)
MASON INSURANCE COMPANY LTD
					REINSURANCE		INDEPENDENT HEALTH ASSOCIATION INC	C	$2,314,052	$31,733,350	1.00000	Yes (1)	FB FERRY BUILDING 40 CHURCH STRE	HAMILTON	HM-HX	BD	BD

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (1)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	0	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	Yes (1)	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (1)	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (1)	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (1)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (1)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (1)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	Yes (1)	TransferToOtherOrgInd
Transfer From Other Org	Yes (1)	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (20 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
INDEPENDENT HEALTH FOUNDATION
B	$2,327,030	FMV
INDEPENDENT HEALTH FOUNDATION
L	$121,627	FMV
INDEPENDENT HEALTH BENEFITS CORPORATION
L	$612,666,062	FMV
INDEPENDENT HEALTH CORPORATION AND SUBSIDIARY
L	$1,071,644,062	FMV
INDEPENDENT HEALTH BENEFITS CORPORATION
M	$69,109,295	FMV
INDEPENDENT HEALTH CORPORATION AND SUBSIDIARY
M	$1,309,974,537	FMV
INDEPENDENT HEALTH BENEFITS CORPORATION
N	$20,854,101	FMV
INDEPENDENT HEALTH CORPORATION AND SUBSIDIARY
N	$4,570,795	FMV
INDEPENDENT HEALTH FOUNDATION
O	$260,807	FMV
INDEPENDENT HEALTH BENEFITS CORPORATION
O	$34,607,037	FMV
INDEPENDENT HEALTH CORPORATION AND SUBSIDIARY
O	$16,728,455	FMV
INDEPENDENT HEALTH FOUNDATION
P	$190,295	FMV
INDEPENDENT HEALTH CORPORATION AND SUBSIDIARY
P	$296,366,503	FMV
INDEPENDENT HEALTH FOUNDATION
Q	$214,597	FMV
INDEPENDENT HEALTH BENEFITS CORPORATION
Q	$647,088,973	FMV
INDEPENDENT HEALTH CORPORATION AND SUBSIDIARY
Q	$2,111,228	FMV
MASON INSURANCE COMPANY LTD
R	$169,328	FMV
INDEPENDENT HEALTH FOUNDATION
R	$2,043,900	FMV
MASON INSURANCE COMPANY LTD
S	$1,442,230	FMV
INDEPENDENT HEALTH CORPORATION AND SUBSIDIARY
S	$39,216,246	FMV