2020-05-27T15:43:45-05:00 2019-12-31 390758449 WIPFLI LLP 101 EAST FRONT STREET 301 MISSOULA MT 59802 990 2019-01-01 451295465 MONTANA HEALTH COOPERATIVE MONT 4064479510 PO BOX 5358 HELENA MT 59604 DAVID SLONAKER CFO 4064479510 2020-05-18 1 PHILIP L YASENAK CPA P01248379 4067281800 2020-05-18 72.174.139.103 2020-05-18 12:19:07 MD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 BE7A92E7B0152C1C6812F3C99C620D56F411D8FD 2019 2020-09-22 18:59:49Z DAVID SLONAKER PO BOX 5358 HELENA MT 59604 317667641 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. 17 17 39 0 0 0 0 0 313596253 251199573 2800723 3666910 0 0 316396976 254866483 0 0 0 0 3260802 3694119 0 0 0 299774396 236000440 303035198 239694559 13361778 15171924 125482191 145412106 83596645 82015720 41885546 63396386 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. 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 0 0 0 1 X 2809 0 1 39 1 0 0 0 0 0 0 0 0 0 1 5000000 63396384 0 0 0 X 17 17 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 4064473309 PO BOX 5358 HELENA MT 59604 RAYMOND ROGERS CHAIRMAN 1.00 X X 19350 0 0 JAMES STOGSDILL VICE CHAIR 1.00 X X 12375 0 0 LORI PETERSON CPA TREASURER 1.00 X X 5400 0 0 JEREMY JOHNSON SECRETARY 1.00 X X 9000 0 0 MIKE MCMURRAY DIRECTOR 1.00 X 8550 0 0 JOAN MILES DIRECTOR 1.00 X 9450 0 0 THOMAS GOOCH DIRECTOR 1.00 X 7200 0 0 TOM BASSLER DIRECTOR 1.00 X 7650 0 0 DR JANE GILLETTE DIRECTOR 1.00 X 6750 0 0 GARY GUNDERSON DIRECTOR 1.00 X 6300 0 0 KEVIN JOPLIN DIRECTOR 1.00 X 10350 0 0 DIANE OLSEN DIRECTOR 1.00 X 11250 0 0 JOHN MORRISON DIRECTOR 1.00 X 5850 0 0 LISA BALLARD DIRECTOR 1.00 X 6300 0 0 CHRISTINA GOE DIRECTOR 1.00 X 7200 0 0 SCOT SCHERMERHORN DIRECTOR 1.00 X 9225 0 0 MARGIE SPENCER DIRECTOR 1.00 X 2025 0 0 RICHARD MILTENBERGER CEO 40.00 X 318167 0 26547 DAVID SLONAKER CFO 40.00 X 191353 0 28373 LARRY TURNEY COO 40.00 X 259352 0 15561 RONDA MCMILLAN CEAO 40.00 X 226393 0 6804 HILLARY GALYEAN VP OF CORPORATE SUPPORT 40.00 X 113137 0 27526 BLAIR FJESETH ASSISTANT VP OF GOVERNMENT & PUBLIC RELATIONS 40.00 X 111843 0 22528 RODERICK ROBERTS QUALITY DIRECTOR 40.00 X 106540 0 30475 PEGGY WORLEY CONTROLLER 40.00 X 102644 0 7570 JEFF CROUCH VP & EXECUTIVE DIRECTOR 40.00 X 159934 0 26655 1733588 0 192039 9 1 1 0 UNIVERSITY OF UTAH HEALTH PLANS 50 NORTH MEDICAL DRIVE SALT LAKE CITY UT 84132 CLAIMS PROCESSING ADMINISTRATOR 6920153 IDAHO DEPARTMENT OF INSURANCE PO BOX 83720 BOISE ID 83702 IDAHO PREMIUM TAX & IMMUNIZATION ASSESSM 3696127 YOUR HEALTH IDAHO 1010 W JEFFERSON ST STE 200 BOISE ID 83702 STATE BASED HEALTH EXCHANGE ASSESSMENT F 2077482 IDAHO HIGH RISK REINSURANCE 11545 KUNDA ROAD KUNA ID 83634 IDAHO HIGH RISK REINSURANCE PREMIUM 1356689 RE-SOLUTIONS INTERMEDIATE LLC 1108 LUMBER EXCHANGE MINNEAPOLIS MN 55402 PRIVATE REINSURANCE STOP LOSS PREMIUM 1003973 19 INSURANCE PREMIUM INCOME 524298 246344694 246344694 REINSURANCE RECOVERIES 524298 4854879 4854879 251199573 2621851 2621851 63846217 62801158 1045059 1045059 1045059 254866483 254866483 0 0 1294527 1930392 96110 161212 211878 268580 162332 5000 13503204 426994 72379 132162 281867 126791 5505 109688 110903 CLAIMS 184971032 RISK ADJUSTMENTS/CORRID 25205565 CLAIMS ADJUSTMENT EXPEN 4321568 REINSURANCE PREMIUM PAY 2337840 3959030 239694559 231928 598181 82808442 50180171 4110663 22266907 525318 0 16219 525318 38314939 71841529 125482191 145412106 83596645 82015720 83596645 82015720 X 41885546 63396386 41885546 63396386 125482191 145412106 X 15171924 6091743 247173 X X 0 1 X 1 1 1 525318 525318 525318 INVESTMENTS 71841529 F 71841529 X 222370594 0 222370594 97604 32398285 32495889 254866483 207198671 0 207198671 97603 32398285 32495888 239694559 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 LAST THREE YEARS. 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: RISK ADJUSTMENT/CORRIDOR LOSS 25,205,565. REINSURANCE PREMIUM PAYMENT 2,337,840. REINSURANCE RECOVERIES 4,854,880. PART XII, LINE 4B - OTHER ADJUSTMENTS: RISK ADJUSTMENT/CORRIDOR LOSS 25,205,565. REINSURANCE PREMIUM PAYMENT 2,337,840. REINSURANCE RECOVERIES 4,854,880. X X 0 0 0 RICHARD MILTENBERGER CEO 249321 0 68846 0 0 0 0 0 26547 0 344714 0 0 0 DAVID SLONAKER CFO 139953 0 51400 0 0 0 11542 0 16831 0 219726 0 0 0 LARRY TURNEY COO 162269 0 97083 0 0 0 15561 0 0 0 274913 0 0 0 RONDA MCMILLAN CEAO 166673 0 59720 0 0 0 6804 0 0 0 233197 0 0 0 JEFF CROUCH VP & EXECUTIVE DIRECTOR 159934 0 0 0 0 0 9894 0 16761 0 186589 0 0 0 PART I, LINE 3 CEO COMPENSATION IS REVIEWED ANNUALLY BY THE MONTANA HEALTH CO-OP COMPENSATION COMMITTEE. FORM 990, PART V, LINE 13A ID,MT FORM 990, PART V, LINE 13A RESERVES REQUIRED BY EACH STATE: ID - $5,000,000 MT - $750,000 RESERVES MAINTAINED AND REPORTED TO EACH STATE: ID - $63,396,384 MT - $63,396,384 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 HAS BEEN REVIEWED BY 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. ADDITTIONALLY, 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. 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 247,173. CHANGE IN SURPLUS NOTES 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.