BLUE CROSS BLUE SHIELD ASSOCIATION: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- BLUE CROSS BLUE SHIELD ASSOCIATION (EIN 13-5656874)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-13
- IRS object ID
- 201843179349307969
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-13T17:44:21-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET STREET SUITE 1800 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 135656874 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUE CROSS BLUE SHIELD ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ROBERT J KOLODGY | InCareOfNm |
| Business Name Control | BLUE | BusinessNameControlTxt |
| Phone | 3122976000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 NORTH MICHIGAN AVENUE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT J KOLODGY | PersonNm |
| Person Title | EVP & CFO | PersonTitleTxt |
| Phone | 3122976462 | PhoneNum |
| Signature | 2018-11-13 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERICA R MCREYNOLDS | PreparerPersonNm |
| PTIN | P00977806 | PTIN |
| Phone | 2673303000 | PhoneNum |
| Preparation | 2018-11-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 155.201.188.33 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 23522320183175000008 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-11-13 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6F18A9ECEA515428CECC2CD0A0922593BB7766AB | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6D11B275E5C4ABCF32238923ED11C2D446E22F6A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SCOTT SEROTA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 NORTH MICHIGAN AVENUE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $670,558,891 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.BCBS.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1948 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 37 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 36 | VotingMembersIndependentCnt |
| Total Employee | 1542 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $8,972,214 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $529,379,397 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $580,392,385 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,493,769 | PYInvestmentIncomeAmt |
| CY Investment Income | $8,208,551 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,256,939 | PYOtherRevenueAmt |
| CY Other Revenue | $3,390,438 | CYOtherRevenueAmt |
| PY Total Revenue | $536,130,105 | PYTotalRevenueAmt |
| CY Total Revenue | $591,991,374 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $209,581,774 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $227,680,113 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $325,374,555 | PYOtherExpensesAmt |
| CY Other Expenses | $365,743,613 | CYOtherExpensesAmt |
| PY Total Expenses | $534,956,329 | PYTotalExpensesAmt |
| CY Total Expenses | $593,423,726 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,173,776 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,432,352 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $646,430,670 | TotalAssetsBOYAmt |
| Total Assets EOY | $727,717,175 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $539,476,077 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $628,999,945 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $106,954,593 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $98,717,230 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $203,148,009 | ExpenseAmt |
| Revenue | $203,306,029 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $160,764,928 | ExpenseAmt |
| Revenue | $164,327,626 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $61,634,128 | ExpenseAmt |
| Revenue | $56,972,198 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $146,236,593 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $155,786,533 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $571,783,658 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | Yes (true) | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (true) | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 212 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 1542 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 37 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 36 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT J KOLODGY | PersonNm |
| Phone | 3122976462 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 NORTH MICHIGAN AVENUE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (79 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| David W Anderson | ||||||||
| BoardMember | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Curtis Barnett | ||||||||
| BoardMember | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Richard L Boals | ||||||||
| BoardMember | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Christopher Booth | ||||||||
| BoardMember | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Gail Boudreaux | ||||||||
| BoardMember | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Chester Burrell | ||||||||
| BoardMember | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Patrick Conway | ||||||||
| BoardMember | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Andrew C Corbin | ||||||||
| BoardMember | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Andrew Dreyfus | ||||||||
| BoardMember | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| John D Forsyth | ||||||||
| BoardMember | 6.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Mark B Ganz | ||||||||
| BoardMember | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Roberto Garcia-Rodriguez | ||||||||
| BoardMember | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Don C George | ||||||||
| BoardMember | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Patrick J Geraghty | ||||||||
| BoardMember | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Sandy A Gibson | ||||||||
| BoardMember | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Michael A Gold | ||||||||
| BoardMember | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Michael Guyette | ||||||||
| BoardMember | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| J D Hickey | ||||||||
| BoardMember | 6.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Daniel J Hilferty | ||||||||
| BoardMember | 6.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| David Holmberg | ||||||||
| BoardMember | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Tim Huckle | ||||||||
| BoardMember | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Kim Keck | ||||||||
| BoardMember | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Pam Kehaly | ||||||||
| BoardMember | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Terry Kellogg | ||||||||
| BoardMember | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Scott D Kreiling | ||||||||
| BoardMember | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Daniel Loepp | ||||||||
| BoardMember | 6.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Charlene Maher | ||||||||
| BoardMember | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Roberto Marino | ||||||||
| BoardMember | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Paul Markovish | ||||||||
| BoardMember | 6.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Steven S Martin | ||||||||
| BoardMember | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| David S Pankau | ||||||||
| BoardMember | 6.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Carol Pigott | ||||||||
| BoardMember | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Jeff Roe | ||||||||
| BoardMember | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Rick Schum | ||||||||
| BoardMember | 6.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Gary D St Hilaire | ||||||||
| BoardMember | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Paula A Steiner | ||||||||
| BoardMember | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Joseph R Swedish | ||||||||
| BoardMember | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Udvarhelyi Steven | ||||||||
| BoardMember | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| J Bradley Wilson | ||||||||
| BoardMember | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Danette K Wilson | ||||||||
| BoardMember | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Scott P Serota | ||||||||
| President, CEO & Board Member | 40.0 | 0.0 | $5,564,769 | $0 | $3,246,079 | Yes (X) | ||
| Jennifer Atkins | ||||||||
| VP, Network Solutions | 40.0 | 0.0 | $125,104 | $0 | $25,433 | Yes (X) | ||
| William A Breskin | ||||||||
| Sr. VP, Government Programs | 40.0 | 0.0 | $678,712 | $0 | $141,463 | Yes (X) | ||
| Bhaskar Bulusu | ||||||||
| VP, Enterprise Information | 40.0 | 0.0 | $316,115 | $0 | $71,520 | Yes (X) | ||
| Maureen Cahill | ||||||||
| SVP & Chief Human Res. Officer | 40.0 | 0.0 | $577,157 | $0 | $55,479 | Yes (X) | ||
| John Cerisano | ||||||||
| VP, Federal Relations | 40.0 | 0.0 | $439,377 | $0 | $112,848 | Yes (X) | ||
| Teresa Clark | ||||||||
| VP, Office of Clinical Affairs | 40.0 | 0.0 | $390,922 | $0 | $59,528 | Yes (X) | ||
| Terry Cooney | ||||||||
| VP Invest. & Nat Emp Ben Admin | 40.0 | 0.0 | $490,834 | $0 | $225,379 | Yes (X) | ||
| Kathy Didawick | ||||||||
| VP Congressional Communication | 40.0 | 0.0 | $491,058 | $0 | $138,732 | Yes (X) | ||
| Robert Drelick | ||||||||
| SR VP, Chief Information Offic | 40.0 | 0.0 | $235,414 | $0 | $46,218 | Yes (X) | ||
| Alissa T Fox | ||||||||
| SR VP, Policy & Representation | 40.0 | 0.0 | $1,778,404 | $0 | $31,296 | Yes (X) | ||
| Paul Gerrard | ||||||||
| VP, Strategic Communications | 40.0 | 0.0 | $385,451 | $0 | $62,219 | Yes (X) | ||
| Kris O Haltmeyer | ||||||||
| VP, Health Policy & Analysis | 40.0 | 0.0 | $467,182 | $0 | $112,301 | Yes (X) | ||
| Justine Handelman | ||||||||
| SVP, Policy and Representation | 40.0 | 0.0 | $544,708 | $0 | $94,599 | Yes (X) | ||
| Trent T Haywood | ||||||||
| SR VP & Chief Medical Officer | 40.0 | 0.0 | $659,862 | $0 | $63,926 | Yes (X) | ||
| Kari J Hedges | ||||||||
| SVP, National Programs | 40.0 | 0.0 | $626,768 | $0 | $119,117 | Yes (X) | ||
| Mitchell J Helfand | ||||||||
| VP, FINANCIAL OPERATIONS | 40.0 | 0.0 | $452,390 | $0 | $133,508 | Yes (X) | ||
| Kim D Holland | ||||||||
| VP, State Affairs | 40.0 | 0.0 | $354,109 | $0 | $54,725 | Yes (X) | ||
| Mike Joyce | ||||||||
| VP Chief Auditor & Compliance | 40.0 | 0.0 | $374,445 | $0 | $141,433 | Yes (X) | ||
| Nasir Khan | ||||||||
| VP & Chief Technology Officer | 40.0 | 0.0 | $492,320 | $0 | $100,642 | Yes (X) | ||
| Julie Lynn Koewler | ||||||||
| VP, Brand Strategy | 40.0 | 0.0 | $170,070 | $0 | $29,685 | Yes (X) | ||
| Robert J Kolodgy Jr | ||||||||
| Executive VP & CFO | 40.0 | 0.0 | $968,451 | $0 | $55,014 | Yes (X) | ||
| Brad Lubrant | ||||||||
| VP, FINANCIAL SERVICES | 40.0 | 0.0 | $224,160 | $0 | $131,781 | Yes (X) | ||
| Nisha K Lulla | ||||||||
| VP, Office of the President | 40.0 | 0.0 | $64,074 | $0 | $27,719 | Yes (X) | ||
| Ngan MacDonald | ||||||||
| VP, Enterprise Data Solution | 40.0 | 0.0 | $65,411 | $0 | $28,504 | Yes (X) | ||
| Petar Naumovski | ||||||||
| VP & Chief Info. Security Ofcr | 40.0 | 0.0 | $642,548 | $0 | $55,872 | Yes (X) | ||
| William S Nehs | ||||||||
| SR VP, Gen Counsel & Secretary | 40.0 | 0.0 | $664,985 | $0 | $60,881 | Yes (X) | ||
| William O'Loughlin | ||||||||
| VP & CIO Fed. Employee Program | 40.0 | 0.0 | $609,307 | $0 | $33,581 | Yes (X) | ||
| Patrick Pope | ||||||||
| VP, Dep Genl Coun Strat Co | 40.0 | 0.0 | $294,289 | $0 | $52,198 | Yes (X) | ||
| Melissa Rotunno | ||||||||
| VP, DEPUTY GEN. COUNSEL, BRAND | 40.0 | 0.0 | $268,193 | $0 | $47,695 | Yes (X) | ||
| Maureen E Sullivan | ||||||||
| Chief Strategy & Innov Officer | 40.0 | 0.0 | $763,770 | $0 | $64,040 | Yes (X) | ||
| Mark Talluto | ||||||||
| VP, Strategy and Analytics | 40.0 | 0.0 | $398,837 | $0 | $52,991 | Yes (X) | ||
| Jennifer Vachon | ||||||||
| Executive VP & Chief of Staff | 40.0 | 0.0 | $839,682 | $0 | $145,083 | Yes (X) | ||
| Jody A Voss | ||||||||
| VP Develop., Innovation & GPO | 40.0 | 0.0 | $453,366 | $0 | $68,083 | Yes (X) | ||
| John Banta | ||||||||
| ED, Venture Fund | 40.0 | 0.0 | $340,867 | $0 | $243,340 | Yes (X) | ||
| Carole R Flamm | ||||||||
| Executive Medical Director | 40.0 | 0.0 | $408,241 | $0 | $98,130 | Yes (X) | ||
| Winfred D Lawrence Jr | ||||||||
| ED, Enterprise Program | 40.0 | 0.0 | $343,879 | $0 | $109,054 | Yes (X) | ||
| Steven Putziger | ||||||||
| Exc Dir Brand Protect&Finance | 40.0 | 0.0 | $351,796 | $0 | $53,588 | Yes (X) | ||
| David Yoder | ||||||||
| ED, Integrated Care Mgmt | 40.0 | 0.0 | $382,168 | $0 | $54,282 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $23,699,195 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $6,447,966 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 37 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HEALTH INTELLIGENCE CO LLC | |||||
| 225 N MICHIGAN AVENUE | CHICAGO | IL | 60601 | DATA ANALYTICS | $24,300,460 |
| KIRKLAND ELLIS | |||||
| 200 E RANDOLPH DRIVE | CHICAGO | IL | 60601 | LEGAL SERVICES | $24,526,249 |
| BEELINE SETTLEMENT COMPANY | |||||
| 12724 GRAN BAY PKWY WEST | JACKSONVILLE | FL | 32258 | WORKFORCE STAFFING | $13,409,640 |
| DXC TECHNOLOGY SERVICES LLC | |||||
| 1775 TYSONS BLVD | TYSONS | VA | 22102 | IT SERVICE SOLUTIONS | $11,388,137 |
| WORLDWIDE INSURANCE SERVICES LLC | |||||
| 100 MATSONFORD ROAD | RADNOR | PA | 19087 | INTERL MED INSURANCE | $9,842,712 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 146 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| FEDERAL EMPLOYEE PROGRAM | 900099 | $203,306,029 | $203,306,029 | |
| BLUECARD | 900099 | $164,327,625 | $164,327,625 | |
| OTHER SERVICES | 900099 | $68,070,175 | $66,678,444 | $1,391,731 |
| BRAND ENHANCEMENTS | 900099 | $56,972,198 | $56,972,198 | |
| CONSULTING & MISC. SERVICES | 900099 | $48,090,468 | $48,090,468 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $39,625,890 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $35,435,845 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $4,190,045 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $580,392,385 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,057,550 | TotalRevenueColumnAmt |
| Exclusion | $2,057,550 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $76,968,656 | SecuritiesAmt |
| Other | $7,749,863 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $70,827,603 | SecuritiesAmt |
| Other | $7,739,914 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,141,053 | SecuritiesAmt |
| Other | $9,949 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,151,001 | TotalRevenueColumnAmt |
| Exclusion | $6,151,001 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 INCOME | Desc |
| Business | 900001 | BusinessCd |
| Total Revenue Column | $3,390,438 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $3,390,438 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,390,438 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $591,991,374 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $574,810,609 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $8,972,214 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,208,551 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,869,441 | TotalAmt |
| Program Services | $17,329,576 | ProgramServicesAmt |
| Management And General | $8,539,865 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,396,344 | TotalAmt |
| Program Services | $155,968,741 | ProgramServicesAmt |
| Management And General | $1,427,603 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,040,668 | TotalAmt |
| Program Services | $10,934,534 | ProgramServicesAmt |
| Management And General | $3,106,134 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,015,161 | TotalAmt |
| Program Services | $17,572,982 | ProgramServicesAmt |
| Management And General | $1,442,178 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,358,499 | TotalAmt |
| Program Services | $11,039,939 | ProgramServicesAmt |
| Management And General | $318,560 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,598,354 | TotalAmt |
| Program Services | $29,599,949 | ProgramServicesAmt |
| Management And General | $1,998,406 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,818,623 | TotalAmt |
| Program Services | $1,818,623 | ProgramServicesAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,772,893 | TotalAmt |
| Program Services | $4,772,893 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $197,813,396 | TotalAmt |
| Program Services | $196,984,374 | ProgramServicesAmt |
| Management And General | $829,022 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,796,497 | TotalAmt |
| Program Services | $8,796,497 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,213,770 | TotalAmt |
| Program Services | $10,113,955 | ProgramServicesAmt |
| Management And General | $99,816 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,858,979 | TotalAmt |
| Program Services | $52,131,758 | ProgramServicesAmt |
| Management And General | $727,222 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,110,954 | TotalAmt |
| Program Services | $11,701,748 | ProgramServicesAmt |
| Management And General | $409,206 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,247,001 | TotalAmt |
| Program Services | $6,353,686 | ProgramServicesAmt |
| Management And General | $893,315 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,310,565 | TotalAmt |
| Program Services | $5,521,172 | ProgramServicesAmt |
| Management And General | $789,393 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,875 | TotalAmt |
| Management And General | $16,875 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,612,594 | TotalAmt |
| Program Services | $17,391,734 | ProgramServicesAmt |
| Management And General | $220,860 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,652,390 | TotalAmt |
| Program Services | $6,575,924 | ProgramServicesAmt |
| Management And General | $76,466 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MEMBERSHIP & SPONSORSHIP | $2,160,483 | $1,849,632 | $310,851 | $0 |
| GENERAL CONTRIBUTIONS | $3,098,995 | $2,817,374 | $281,621 | $0 |
| BOOKS & PERIODICALS | $1,908,582 | $1,802,042 | $106,540 | $0 |
| MISCELLANEOUS | $752,662 | $706,525 | $46,137 | $0 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $593,423,726 | TotalAmt |
| Program Services | $571,783,658 | ProgramServicesAmt |
| Management And General | $21,640,070 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,232,240 | BOYAmt |
| EOY | $1,553,513 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $332,382,459 | BOYAmt |
| EOY | $485,181,159 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,392,994 | BOYAmt |
| EOY | $39,445,250 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,055,997 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,403,334 | BOYAmt |
| EOY | $13,424,929 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $103,356,137 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $77,028,021 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,384,300 | BOYAmt |
| EOY | $26,328,116 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,000 | BOYAmt |
| EOY | $15,000 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $203,092,575 | BOYAmt |
| EOY | $141,931,768 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,961,052 | BOYAmt |
| EOY | $4,793,929 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,510,719 | BOYAmt |
| EOY | $15,043,511 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $646,430,670 | BOYAmt |
| EOY | $727,717,175 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,319,317 | BOYAmt |
| EOY | $167,168,875 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,877,081 | BOYAmt |
| EOY | $4,477,061 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $317,274,989 | BOYAmt |
| EOY | $376,543,915 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,004,690 | BOYAmt |
| EOY | $80,810,094 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $539,476,077 | BOYAmt |
| EOY | $628,999,945 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,954,593 | BOYAmt |
| EOY | $98,717,230 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,954,593 | BOYAmt |
| EOY | $98,717,230 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $646,430,670 | BOYAmt |
| EOY | $727,717,175 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,432,352 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,259,923 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$10,064,934 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | $880,973 | PoliticalExpendituresAmt |
| Internal Funds Contributed | $580,000 | InternalFundsContributedAmt |
| Total Exempt Function Expend | $580,000 | TotalExemptFunctionExpendAmt |
| Form1120 POL Filed | Yes (true) | Form1120POLFiledInd |
Section527 Political Org Section527PoliticalOrgGrp (6 entries)
| Business Name Line2OrganizationBusinessName/BusinessNameLine2Txt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Paid Internal FundsPaidInternalFundsAmt |
|---|---|---|---|---|---|---|
| DEMOCRATIC GOVERNORS | ||||||
| ASSOCIATION | 1401 K STREET NW STE 200 | WASHINGTON | DC | 20005 | 521304889 | $250,000 |
| REPUBLICAN GOVERNORS | ||||||
| ASSOCIATION | 1747 PENNSYLVANIA AVE NW STE 250 | WASHINGTON | DC | 20006 | 113655877 | $250,000 |
| DEMOCRATIC ATTORNEY | ||||||
| GENERAL ASSOCIATION | 1580 LINCOLN ST STE 1125 | DENVER | CO | 80203 | 050532524 | $25,000 |
| REPUBLICAN ATTORNEY | ||||||
| GENERAL ASSOCATION | 1747 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20006 | 464501717 | $25,000 |
| DEMOCRATIC LEGISLATI | ||||||
| VE CAMPAIGN | 1225 I ST NW 1250 | WASHINGTON | DC | 20005 | 521870839 | $15,000 |
| REPUBLICAN STATE LEA | ||||||
| DERSHIP COMMITTEE | 1201 F ST NW STE 675 | WASHINGTON | DC | 20004 | 050532524 | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Substantially All Dues Nonded | false | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | false | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | false | AgreeCarryoverPriorYearInd |
| Dues Assessments | $87,000,000 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $11,263,683 | NonDeductibleLbbyngPltclCYAmt |
| Non Ded Lbbyng Pltcl Cyov | $0 | NonDedLbbyngPltclCyovAmt |
| Non Deductible Lbbyng Pltcl Tot | $11,263,683 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $11,263,683 | AggregateReportedDuesNtcAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE C, PART I-A, LINE 1 | FormAndLineReferenceDesc |
| Explanation | THE FILING ORGANIZATION MADE CONTRIBUTIONS FROM THE GENERAL TREASURY TO SIX SECTION 527 POLITICAL ORGANIZATIONS AND SPONSORED A SEPARATE FUND DESIGNATED FOR EXEMPT PURPOSES. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $26,497,782 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,581,864 | DepreciationAmt |
| Book Value | $10,915,918 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $76,858,355 | OtherCostOrOtherBasisAmt |
| Depreciation | $61,446,157 | DepreciationAmt |
| Book Value | $15,412,198 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $26,328,116 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (6 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| NON-PUBLIC MUTUAL FUNDS | $70,655,073 | C |
| WELLS FARGO MUTUAL FUNDS | $28,449,157 | F |
| EXCHANGE TRADED FUNDS | $21,876,072 | C |
| 1 SHARE COMMON BSBSA SRVCS.INC | $13,344,165 | C |
| INVEST. IN AFFILIATES >5% | $7,397,301 | C |
| 206,839 COMMON, BCS INSR. CORP | $210,000 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $141,931,768 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| PENSION LIABILITES | $31,415,815 |
| LONG-TERM DEFERRED REVENUE | $8,434,772 |
| LEASE LIABILITY | $15,872,135 |
| OTHER BENEFITS | $4,239,858 |
| POST-RETIREMENT LIABILITY | $20,847,514 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $80,810,094 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SCHEDULE D, PART IV, LINE 2B | ESCROW & CUSTODIAL ARRANGEMENTS THE ASSOCIATION HOLDS FUNDS AS AGENT FOR ITS MEMBER PLANS UNDER ARRANGEMENTS COVERING ITS BLUE CARD AND FEDERAL EMPLOYEE PROGRAM. |
| FORM 990, SCHEDULE D, PART X, LINE 2 | FIN 48 (ASC 740) FOOTNOTE THE ASSOCIATION FOLLOWS THE REQUIREMENT OF ASC 740-10-25 "ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES," WHICH CLARIFIES THE ACCOUNTING AND DISCLOSURES FOR UNCERTAINTY IN TAX POSITIONS, AS DEFINED. ASC 740-10-25 SEEKS TO REDUCE THE DIVERSITY IN PRACTICE ASSOCIATED WITH CERTAIN ASPECTS OF THE RECOGNITION AND MEASUREMENT RELATED TO ACCOUNTING FOR INCOME TAXES. UNDER ASC 740-10-25, AN ORGANIZATION MUST RECOGNIZE THE TAX BENEFIT ASSOCIATED WITH TAX POSITIONS TAKEN FOR TAX RETURN PURPOSES WHEN IT IS MORE-LIKELY-THAN-NOT THAT THE POSITION WILL BE SUSTAINED. THE ASSOCIATION DOES NOT BELIEVE THAT THERE ARE ANY UNCERTAIN TAX POSITIONS THAT SHOULD BE RECORDED. NO INTEREST OR PENALTIES WERE RECORDED OR INCLUDED IN THE CONSOLIDATED STATEMENT OF ACTIVITIES FOR THE YEARS ENDED DECEMBER 31, 2017 AND 2016. THE ASSOCIATION IS OPEN TO EXAMINATION BY TAXING AUTHORITIES FROM FISCAL YEAR 2014 FORWARD. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (37 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Scott P Serota | ||||||||||||||
| President, CEO & Board Member | $1,214,535 | $0 | $3,774,871 | $0 | $575,363 | $0 | $3,213,542 | $0 | $32,537 | $0 | $8,810,848 | $0 | $1,394,262 | $0 |
| Jennifer Atkins | ||||||||||||||
| VP, Network Solutions | $110,983 | $0 | $0 | $0 | $14,121 | $0 | $0 | $0 | $25,433 | $0 | $150,537 | $0 | $0 | $0 |
| William A Breskin | ||||||||||||||
| Sr. VP, Government Programs | $313,285 | $0 | $195,000 | $0 | $170,427 | $0 | $110,809 | $0 | $30,654 | $0 | $820,175 | $0 | $157,775 | $0 |
| Bhaskar Bulusu | ||||||||||||||
| VP, Enterprise Information | $231,117 | $0 | $65,000 | $0 | $19,998 | $0 | $10,717 | $0 | $60,803 | $0 | $387,635 | $0 | $0 | $0 |
| Maureen Cahill | ||||||||||||||
| SVP & Chief Human Res. Officer | $376,260 | $0 | $200,000 | $0 | $897 | $0 | $18,000 | $0 | $37,479 | $0 | $632,636 | $0 | $0 | $0 |
| John Cerisano | ||||||||||||||
| VP, Federal Relations | $262,276 | $0 | $104,000 | $0 | $73,101 | $0 | $63,165 | $0 | $49,683 | $0 | $552,225 | $0 | $55,101 | $0 |
| Teresa Clark | ||||||||||||||
| VP, Office of Clinical Affairs | $275,455 | $0 | $112,400 | $0 | $3,067 | $0 | $13,500 | $0 | $46,028 | $0 | $450,450 | $0 | $0 | $0 |
| Terry Cooney | ||||||||||||||
| VP Invest. & Nat Emp Ben Admin | $252,861 | $0 | $131,800 | $0 | $106,173 | $0 | $175,235 | $0 | $50,144 | $0 | $716,213 | $0 | $41,805 | $0 |
| Kathy Didawick | ||||||||||||||
| VP Congressional Communication | $323,049 | $0 | $106,000 | $0 | $62,009 | $0 | $96,187 | $0 | $42,545 | $0 | $629,790 | $0 | $0 | $0 |
| Robert Drelick | ||||||||||||||
| SR VP, Chief Information Offic | $189,710 | $0 | $0 | $0 | $45,704 | $0 | $4,442 | $0 | $41,776 | $0 | $281,632 | $0 | $0 | $0 |
| Alissa T Fox | ||||||||||||||
| SR VP, Policy & Representation | $480,353 | $0 | $325,000 | $0 | $973,051 | $0 | $8,100 | $0 | $23,196 | $0 | $1,809,700 | $0 | $0 | $0 |
| Paul Gerrard | ||||||||||||||
| VP, Strategic Communications | $274,290 | $0 | $110,000 | $0 | $1,161 | $0 | $15,822 | $0 | $46,397 | $0 | $447,670 | $0 | $0 | $0 |
| Kris O Haltmeyer | ||||||||||||||
| VP, Health Policy & Analysis | $275,005 | $0 | $115,000 | $0 | $77,177 | $0 | $74,462 | $0 | $37,839 | $0 | $579,483 | $0 | $0 | $0 |
| Justine Handelman | ||||||||||||||
| SVP, Policy and Representation | $367,118 | $0 | $115,000 | $0 | $62,590 | $0 | $66,538 | $0 | $28,061 | $0 | $639,307 | $0 | $0 | $0 |
| Trent T Haywood | ||||||||||||||
| SR VP & Chief Medical Officer | $421,862 | $0 | $220,000 | $0 | $18,000 | $0 | $16,200 | $0 | $47,726 | $0 | $723,788 | $0 | $0 | $0 |
| Kari J Hedges | ||||||||||||||
| SVP, National Programs | $322,188 | $0 | $185,100 | $0 | $119,480 | $0 | $71,897 | $0 | $47,220 | $0 | $745,885 | $0 | $0 | $0 |
| Mitchell J Helfand | ||||||||||||||
| VP, FINANCIAL OPERATIONS | $242,945 | $0 | $96,400 | $0 | $113,045 | $0 | $107,784 | $0 | $25,724 | $0 | $585,898 | $0 | $0 | $0 |
| Kim D Holland | ||||||||||||||
| VP, State Affairs | $246,109 | $0 | $90,000 | $0 | $18,000 | $0 | $16,974 | $0 | $37,751 | $0 | $408,834 | $0 | $0 | $0 |
| Mike Joyce | ||||||||||||||
| VP Chief Auditor & Compliance | $232,110 | $0 | $100,000 | $0 | $42,335 | $0 | $92,757 | $0 | $48,676 | $0 | $515,878 | $0 | $8,101 | $0 |
| Nasir Khan | ||||||||||||||
| VP & Chief Technology Officer | $280,139 | $0 | $110,000 | $0 | $102,181 | $0 | $53,325 | $0 | $47,317 | $0 | $592,962 | $0 | $37,909 | $0 |
| Julie Lynn Koewler | ||||||||||||||
| VP, Brand Strategy | $149,702 | $0 | $0 | $0 | $20,368 | $0 | $718 | $0 | $28,967 | $0 | $199,755 | $0 | $0 | $0 |
| Robert J Kolodgy Jr | ||||||||||||||
| Executive VP & CFO | $580,710 | $0 | $355,000 | $0 | $32,741 | $0 | $18,000 | $0 | $37,014 | $0 | $1,023,465 | $0 | $0 | $0 |
| Brad Lubrant | ||||||||||||||
| VP, FINANCIAL SERVICES | $179,425 | $0 | $43,700 | $0 | $1,035 | $0 | $92,445 | $0 | $39,336 | $0 | $355,941 | $0 | $0 | $0 |
| Petar Naumovski | ||||||||||||||
| VP & Chief Info. Security Ofcr | $400,387 | $0 | $239,500 | $0 | $2,661 | $0 | $13,500 | $0 | $42,372 | $0 | $698,420 | $0 | $0 | $0 |
| William S Nehs | ||||||||||||||
| SR VP, Gen Counsel & Secretary | $427,117 | $0 | $235,000 | $0 | $2,868 | $0 | $18,000 | $0 | $42,881 | $0 | $725,866 | $0 | $0 | $0 |
| William O'Loughlin | ||||||||||||||
| VP & CIO Fed. Employee Program | $331,983 | $0 | $147,000 | $0 | $130,324 | $0 | $7,756 | $0 | $25,825 | $0 | $642,888 | $0 | $1,054 | $0 |
| Patrick Pope | ||||||||||||||
| VP, Dep Genl Coun Strat Co | $223,378 | $0 | $70,000 | $0 | $911 | $0 | $10,182 | $0 | $42,016 | $0 | $346,487 | $0 | $0 | $0 |
| Melissa Rotunno | ||||||||||||||
| VP, DEPUTY GEN. COUNSEL, BRAND | $207,193 | $0 | $56,000 | $0 | $5,000 | $0 | $5,402 | $0 | $42,293 | $0 | $315,888 | $0 | $0 | $0 |
| Maureen E Sullivan | ||||||||||||||
| Chief Strategy & Innov Officer | $405,473 | $0 | $213,000 | $0 | $145,297 | $0 | $28,160 | $0 | $35,880 | $0 | $827,810 | $0 | $0 | $0 |
| Mark Talluto | ||||||||||||||
| VP, Strategy and Analytics | $262,057 | $0 | $115,000 | $0 | $21,780 | $0 | $16,206 | $0 | $36,785 | $0 | $451,828 | $0 | $0 | $0 |
| Jennifer Vachon | ||||||||||||||
| Executive VP & Chief of Staff | $419,093 | $0 | $245,000 | $0 | $175,589 | $0 | $98,573 | $0 | $46,510 | $0 | $984,765 | $0 | $49,458 | $0 |
| Jody A Voss | ||||||||||||||
| VP Develop., Innovation & GPO | $264,897 | $0 | $110,000 | $0 | $78,469 | $0 | $47,325 | $0 | $20,758 | $0 | $521,449 | $0 | $0 | $0 |
| John Banta | ||||||||||||||
| ED, Venture Fund | $257,987 | $0 | $78,600 | $0 | $4,280 | $0 | $203,514 | $0 | $39,826 | $0 | $584,207 | $0 | $0 | $0 |
| Carole R Flamm | ||||||||||||||
| Executive Medical Director | $255,755 | $0 | $79,300 | $0 | $73,186 | $0 | $56,894 | $0 | $41,236 | $0 | $506,371 | $0 | $14,353 | $0 |
| Winfred D Lawrence Jr | ||||||||||||||
| ED, Enterprise Program | $223,362 | $0 | $63,900 | $0 | $56,617 | $0 | $94,970 | $0 | $14,084 | $0 | $452,933 | $0 | $20,337 | $0 |
| Steven Putziger | ||||||||||||||
| Exc Dir Brand Protect&Finance | $241,074 | $0 | $73,000 | $0 | $37,722 | $0 | $28,227 | $0 | $25,361 | $0 | $405,384 | $0 | $0 | $0 |
| David Yoder | ||||||||||||||
| ED, Integrated Care Mgmt | $240,212 | $0 | $122,300 | $0 | $19,656 | $0 | $18,000 | $0 | $36,282 | $0 | $436,450 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SCHEDULE J, PART I, LINE 1A | As an organization serving a system of locally based independent Plans offering health insurance in all 50 States, DC and Puerto Rico, the Association's officers are expected to maintain an unusually demanding travel schedule. Accordingly, a committee of the Association's Board comprised of independent Plan executives has established CEO travel policies designed to assure the organization is able to meet his travel commitments, including travel to underserved regional destinations. These policies include the use of charter aircraft and first class travel on scheduled commercial flights under certain limited circumstances. The Association has designed a comprehensive financial and service relocation program to assist relocating employees and new hires with the relocation process. The Association may provide a tax gross up on all or part of a relocating employees taxable relocation expenses in order to assist the relocating employee or new hire for negative tax consequences due to relocation expenses. The expenses are reimbursed and included in taxable compensation, if applicable, in accordance with the Associations policy. To facilitate business meetings with visiting Plan officials and others and to foster social interaction serving the interests of the Association and to foster their good health, the Association reimburses a luncheon club membership for officers. The expenses are reimbursed and included in taxable compensation, if applicable, in accordance with the Associations policy. |
| FORM 990, SCHEDULE J, PART I, LINE 3 | The compensation of the CEO and the continued retention of his services are approved each year by a committee of the Associations Board comprised of independent Plan executives. That committee acts after deliberations based upon advice from a qualified independent compensation consulting firm. The consultants advice and those deliberations include a review of the results of the independent consultants research regarding compensation paid by other organizations for officers serving in capacities comparable to that of the Associations CEO. Each year this committees decisions are reported to the full Board during a regularly scheduled meeting. The Board deliberates on both matters. Extension of the period of the CEOs service requires action by the full Board. The compensation determinations of the committee stand approved unless the Board exercises its inherent prerogative to modify the committees compensation decisions. The same committee of independent Plan executives annually receives the CEOs recommendations regarding the compensation to be paid to the officers. As with the CEOs compensation, the deliberations of this committee and its decisions to approve or modify the CEOs recommendation are based upon the results of an independent consultants market research regarding comparable officer pay and the independent consultants advice. |
| FORM 990, SCHEDULE J, PART I, LINE 4 | As required by the instructions to Form 990, Schedule J, Part II, a hypothetical SERP accrual was calculated for each reportable person who was eligible to participate in that program. The accrual amounts were determined using the Association's best estimate of the accrual using the methodology specified in the instructions to Schedule J. Because vested accruals under the SERP are currently taxed based on a different methodology and the instructions to Schedule J specify that amounts reported in columns B(i) through B(iii) should not be reported again in column C or D, the amount of imputed SERP income reported in column B(iii) was subtracted in each case and the balance of the hypothetical accrual was included in column C for the applicable reportable persons as follows: Scott P Serota - 1,286,632 William A Breskin - 36,434 John Cerisano - 11,336 Terry Cooney - 82,493 KATHY RIPLEY DIDAWICK - 39,427 KRIS O HALTMEYER - 25,087 JUSTINE HANDELMAN - 27,723 KARI J HEDGES - 28,142 MITCHELL J HELFAND - 12,220 MIKE JOYCE - 35,288 JENNIFER VACHON - 52,164 JODY A VOSS - 2,221 STEVEN PUTZIGER - 50 The combined total of imputed SERP included in column C: $1,639,219. |
| FORM 990, SCHEDULE J, PART I, LINE 7 | The Association maintains an Association wide annual performance bonus program that assures a portion of employees annual compensation is contingent upon the attainment of pre-approved organizational performance goals, as weighted by the performance measurement process that evaluates each individual employees efforts. Officers, like all employees, are eligible to participate in this program. The performance goals and the budget for this bonus program are approved each year by the Associations Board based upon recommendations from a Board committee consisting of independent Plan executives. Moreover, the performance assessment judgments and the approval of actual payouts require approval by that committee. The CEO AND AN EXECUTIVE DIRECTOR also participate in a Long Term Incentive Bonus program. As with the regular performance bonus program, payouts under the Long Term Incentive Program reflect the extent to which pre-established performance goals are reached. However, unlike the annual performance bonus program, the Long Term Incentive program operates on a multi-year cycle to assure that the CEO AND EXECUTIVE DIRECTOR haVE incentives that look beyond the immediate year. This program, the performance measurements and the assessment of the achievement of those goals and the resulting payout amounts are all approved by the same Board committee described above and reported to the full Board. The committees deliberations regarding the establishment of the program, the selection of the performance factors and assessment of performance all include consultation and recommendation from a qualified independent compensation consultant based upon a market study of comparable programs for comparable executives. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | N PARKER | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | OFFICER'S FAMILY MEMBER | RelationshipDescriptionTxt |
| Transaction | $104,264 | TransactionAmt |
| Transaction | EMPLOYEE SALARY | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (14 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1 | THE ORGANIZATION'S TAX EXEMPT PURPOSE IS PROMOTING THROUGH INDEPENDENT BLUE CROSS AND BLUE SHIELD MEMBER PLANS, THE COMMON GOOD AND GENERAL WELFARE OF THE COMMUNITY BY FOSTERING BROAD-BASED HEALTH INSURANCE COVERAGE. FORM 990, PART III, LINE 1 THE ASSOCIATION SERVES ITS MEMBERSHIP CONSISTING OF INDEPENDENT BLUE CROSS AND BLUE SHIELD MEMBER PLANS THAT OPERATE WITHIN SPECIFIC GEOGRAPHIC SERVICE AREAS. THE ASSOCATION PROVIDES A VARIETY OF SERVICES TO MEMBER PLANS AND COORDINATES GOVERNMENT SERVICES, SUCH AS THE CONTRACT UNDER THE FEDERAL EMPLOYEE HEALTH BENEFIT PROGRAM (FEP), WHICH IS THE CORE OF THE ORGANIZATION'S EXEMPT PURPOSE OF PROMOTING THE COMMON GOOD AND GENERAL WELFARE OF THE COMMUNITY BY FOSTERING BROAD-BASED HEALTH INSURANCE COVERAGE. FORM 990, PART III, LINE 4A THE BLUE CROSS AND BLUE SHIELD ASSOCIATIONS FEDERAL EMPLOYEE PROGRAM (FEP) ADMINISTERS THE BLUE CROSS AND BLUE SHIELD SERVICE BENEFIT PLAN. APPROXIMATELY 64 PERCENT OF ALL FEDERAL EMPLOYEES AND RETIREES WHO RECEIVED THEIR HEALTH CARE BENEFITS THROUGH THE GOVERNMENTS FEDERAL EMPLOYEES HEALTH BENEFITS PROGRAM (FEHBP) ARE MEMBERS OF THE SERVICE BENEFIT PLAN RECEIVING HEALTH COVERAGE THROUGH MEMBER PLANS. SERVICE BENEFIT PLAN HAS BEEN PART OF THE FEHBP SINCE ITS INCEPTION IN 1960 AND IS THE LARGEST PLAN IN THE PROGRAM. ACCOMPLISHMENTS IN 2017 INCLUDED THE CONTINUED MODERNIZATION OF FEP'S CENTRAL CLAIM SYSTEM, FURTHER ENHANCEMENTS TO MEMBER HEALTH TOOLS AND MEMBER'S DIGITAL EXPERIENCE WITH THE INTRODUCTION OF A MOBILE APP. ADDITIONAL ACHIEVEMENTS INCLUDE THE CONTINUED DEVELOPMENT OF INTEGRATED CARE MANAGEMENT PROGRAMS ACROSS THE ENTIRE SPECTRUM TO SERVE MEMBERS AND IMPROVE MEMBER'S EXPERIENCE, INCLUDING THE IMPLEMENTAITON OF TELEHEALTH SERVICES FOR MINOR ACUTE CONDITIONS. RETENTION RATE WAS 99.1%. FORM 990, PART III, LINE 4B THE BLUECARD PROGRAM ENABLES BLUE PLAN MEMBERS TO RECEIVE THE BENEFITS OF THEIR INSURANCE CONTRACTS WHILE TRAVELING OR LIVING IN ANOTHER MEMBER PLANS GEOGRAPHIC SERVICE AREA. THROUGH BLUECARD, BLUE PLAN MEMBERS ARE GIVEN SEAMLESS NATIONAL ACCESS TO PHYSICIANS AND HOSPITALS THAT PARTICIPATE IN BLUE NETWORKS. ADDITIONALLY, THE PROGRAM LINKS PARTICIPATING HEALTHCARE PROVIDERS WITH THE INDEPENDENT BLUE CROSS AND BLUE SHIELD PLANS THROUGH A SINGLE ELECTRONIC NETWORK FOR CLAIMS PROCESSING AND REIMBURSEMENT. FORM 990, PART III, LINE 4C AS THE UMBRELLA ORGANIZATION FOR THE MEMBER PLANS, THE ASSOCIATION COORDINATES ADVERTISING AND COMMUNICATION PROGRAMS, PROVIDING POLICY AND REPRESENTATION OF MEMBER INTERESTS, MONITORS AND FOSTERS THE FINANCIAL STABILITY OF ALL THE PLANS AND SUPPORTS THE ABILITY OF THE PLANS TO OPERATE EFFICIENTLY BY PROVIDING CONFERENCES, CONSULTING AND MISCELLANEOUS SERVICES TO THE PLANS. FORM 990, PART III, LINE 4D OTHER PROGRAM SERVICE ACCOMPLISHMENTS THE ASSOCIATION DEVELOPS, ENHANCES AND PROTECTS THE VALUE OF THE BLUE CROSS AND BLUE SHIELD BRAND NAMES AND SYMBOLS AND SUPPORTS THE OVERSIGHT AND MANAGEMENT OF MEMBER PLAN LICENSE AGREEMENTS. EXPENSE: 59,239,622 GRANTS: NONE NONEREVENUE: 68,195,562. THE ASSOCIATION PROVIDES OPTIONAL CONSULTING SERVICES AND OTHER MISCELLANEOUS PROJECTS. EXPENSE: 43,634,677 GRANTS: NONE NONEREVENUE: 47,965,080 OPERATION OF THE NATIONAL EMPLOYEE BENEFITS ADMINISTRATION PROGRAM WHICH PROVIDES A COMPREHENSIVE GROUP PACKAGE OF EMPLOYEE BENEFITS PROGRAMS TO THE PLANS. EXPENSE: 15,680,090 GRANTS: NONE NONEREVENUE: 16,081,662 NATIONAL DATA WAREHOUSE (NDW) IS A CENTRAL DATA WAREHOUSE COMPOSED OF AGGREGATE STANDARDIZED AND DE-IDENTIFIED DATA (SUCH AS MEDICAL AND DRUG CLAIMS, MEMBERSHIP AND OTHER PROVIDER INFORMATION) OBTAINED FROM PARTICIPATING MEMBER PLANS FOR USE IN COMPLEMENTING THE ANALYTICAL SYSTEM WITHIN EACH OF THE PLANS TO IMPROVE BUSINESS INTELLIGENCE AND FOR THE BENEFIT OF UNDERSTANDING AND MANAGING HEALTH CARE COSTS AND QUALITY VIA BENCHMARKING AND TREND ANALYSIS. EXPENSE: 15,453,424 GRANTS: NONE NONEREVENUE: 4,190,045 OPERATION OF THE TELECOMMUNICATION NETWORK WHICH FACILITATES INTER-PLAN COMMUNICATION. EXPENSE: 12,228,779 GRANTS: NONE NONEREVENUE: 19,354,183 FORM 990, PART IV, LINE 28 For years through 2016, the organization responded yes to Form 990, Part IV, line 28(c) and reported on Schedule L Part IV, transactions with entities where an officer or director of the entity was also an officer or director of the organization. This is consistent with the 2013 Schedule L Part IV definition of an interested person. This definition of interested person in the 2013 instructions to Schedule L was deleted in the 2014 Schedule L instructions. The current instructions to Schedule L provide that organization should answer Yes to Form 990, Part IV, lines 28a, 28b, or 28c, only if the party to the transaction was an interested person as defined in the Schedule L instructions, and the threshold amounts described in the specific instructions to Schedule L, Part IV are met. There are no entities that meet the definition of an interested person under the current instructions to Schedule L. Accordingly, the organization has responded No to Form 990, Part IV, line 28(c) and no entities are reported in Schedule L Part IV as having business transaction with the organization. |
| FORM 990, PART VI, SECTION A, LINE 2 | VARIOUS ASSOCIATION BOARD MEMBERS (DIRECTORS) ALSO SIT ON THE BOARD OF BLUE CROSS BLUE SHIELD ASSOCIATION AFFILIATES. |
| FORM 990, PART VI, SECTION A, LINE 6 | BCBSA HAS THIRTY-SIX (36) INDEPENDENT HEALTH CARE PLAN LICENSEES OPERATING IN SPECIFIED DOMESTIC SERVICE AREAS. ALL HEATH CARE PLAN LICENSEES ARE ASSOCIATION MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | EACH PRIMARY LICENSEE MEMBER PLAN, BY THE AUTHORITY OF THEIR INDIVIDUAL GOVERNING DOCUMENTS, SELECT THE CEO OF THEIR RESPECTIVE COMPANIES TO SERVE AS A MEMBER OF THE ASSOCIATION'S BOARD. |
| FORM 990, PART VI, SECTION A, LINE 7B | CERTAIN GOVERNING DECISIONS, SUCH AS BY-LAW AMENDMENTS, REQUIRE ACTION BY BOTH THE ASSOCIATION'S BOARD AND ITS MEMBER PLANS. |
| FORM 990, PART VI, SECTION B, LINE 11B | IN GENERAL, FORM 990 CONTENT AND SOURCES OF INFORMATION ARE REVIEWED BY SUBJECT MATTER EXPERTS INCLUDING, BUT NOT LIMITED TO, INTERNAL AND EXTERNAL TAX (PWC) AND ACCOUNTING PROFESSIONALS AND INTERNAL LEGAL PERSONNEL. FINALIZING THE RETURN DRAFT CONSISTS OF DISCUSSIONS BETWEEN FINANCE OFFICERS AND FINANCE MANAGERS REGARDING THE NUMERIC RESULTS AND WRITTEN RESPONSES TO SELECT RETURN QUESTIONS. UPON INTERNAL AGREEMENT AS TO THE FORM AND CONTENT, AN ELECTRONIC DRAFT 990 IS SENT TO THE ASSOCIATIONS BOARD PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | BCBSA MAINTAINS A COMPREHENSIVE CODE OF CONDUCT AND COMPLIANCE PROGRAM APPLICABLE TO ALL EMPLOYEES AND OFFICERS. IN ADDITION, ALL EMPLOYEES, OFFICERS, AND BOARD MEMBERS ARE REQUIRED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST FORM. THE BCBSA CHIEF AUDITOR AND COMPLIANCE OFFICER IS CHARGED WITH INVESTIGATING ANY ALLEGATIONS OF NON-COMPLIANCE WITH THE CODE OF CONDUCT, INCLUDING ANY COMPLAINTS REPORTED THROUGH THE ANONYMOUS HOTLINE MAINTAINED THROUGH AN INDEPENDENT ORGANIZATION. THE RESULTS OF THE COMPLIANCE PROGRAMS EFFECTIVENESS ARE REPORTED TO THE FINANCIAL AND AUDIT COMMITTEE OF THE BOARD OF DIRECTORS ON AN ANNUAL BASIS. FAILURE TO ADHERE TO THE CODE OF CONDUCT MAY RESULT IN DISCIPLINARY ACTION, UP TO AND INCLUDING TERMINATION OF EMPLOYMENT. |
| FORM 990, PART VI, SECTION B, LINES 15A & 15B | THE COMPENSATION OF THE CEO AND THE CONTINUED RETENTION OF HIS SERVICES ARE APPROVED EACH YEAR BY A COMMITTEE OF THE ASSOCIATIONS BOARD COMPRISED OF INDEPENDENT PLAN EXECUTIVES. THAT COMMITTEE ACTS AFTER DELIBERATIONS BASED UPON ADVICE FROM A QUALIFIED INDEPENDENT COMPENSATION CONSULTING FIRM. THE CONSULTANT'S ADVICE AND THOSE DELIBERATIONS INCLUDE A REVIEW OF THE RESULTS OF THE INDEPENDENT CONSULTANT'S RESEARCH REGARDING COMPENSATION PAID BY OTHER ORGANIZATIONS FOR OFFICERS SERVING IN CAPACITIES COMPARABLE TO THAT OF THE ASSOCIATION'S CEO. EACH YEAR THIS COMMITTEES DECISIONS ARE REPORTED TO THE FULL BOARD DURING A REGULARLY SCHEDULED MEETING. THE BOARD DELIBERATES ON BOTH MATTERS. EXTENSION OF THE PERIOD OF THE CEOS SERVICE REQUIRES ACTION BY THE FULL BOARD. THE COMPENSATION DETERMINATIONS OF THE COMMITTEE STAND APPROVED UNLESS THE BOARD EXERCISES ITS INHERENT PREROGATIVE TO MODIFY THE COMMITTEES COMPENSATION DECISIONS. THE SAME COMMITTEE OF INDEPENDENT PLAN EXECUTIVES ANNUALLY RECEIVES THE CEOS RECOMMENDATIONS REGARDING THE COMPENSATION TO BE PAID TO THE OFFICERS. AS WITH THE CEOS COMPENSATION, THE DELIBERATIONS OF THIS COMMITTEE AND ITS DECISIONS TO APPROVE OR MODIFY THE CEOS RECOMMENDATION ARE BASED UPON THE RESULTS OF AN INDEPENDENT CONSULTANTS MARKET RESEARCH REGARDING COMPARABLE OFFICER PAY AND THE INDEPENDENT CONSULTANTS ADVICE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ASSOCIATION COMPLIES WITH ALL APPLICABLE PUBLIC DISCLOSURE REQUIREMENTS. THUS, FOR EXAMPLE, MEMBERS OF THE PUBLIC MAY REQUEST AN OPPORTUNITY TO REVIEW THE ASSOCIATIONS FORM 990 OR TO MAKE A COPY BY SENDING A WRITTEN REQUEST OR APPEARING IN PERSON AT ITS PRINCIPAL OFFICE OR ANY OF ITS OTHER LOCATIONS. THE ASSOCIATIONS FAVORABLE DETERMINATION LETTER REGARDING ITS TAX EXEMPT STATUS AND MATERIALS COMPRISING ITS EXEMPTION APPLICATION ARE ALSO AVAILABLE IN THIS MANNER. IF THE ASSOCIATIONS GOVERNING DOCUMENTS (ARTICLES OF INCORPORATION AND BYLAWS) AND CONFLICT OF INTEREST POLICY ARE SUBJECT TO APPLICABLE FEDERAL OR STATE PUBLIC DISCLOSURE REQUIREMENTS, THOSE DOCUMENTS WILL BE MADE PUBLICLY AVAILABLE AS APPLICABLE LAW MAY REQUIRE. FOR EXAMPLE, FORM 990 FILINGS MAY INCLUDE BYLAW AMENDMENTS AND THOSE AMENDMENTS WILL BE MADE AVAILABLE AS NOTED ABOVE. OTHERWISE, THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY WILL BE PROVIDED TO THE PUBLIC AT THE DISCRETION OF THE ASSOCIATIONS MANAGEMENT. |
| FORM 990, PART XI, LINE 9 | OTHER CHANGES IN NET ASSETS: OTHER COMPREHENSIVE INCOME-ASC 715 $(2,998,179) LOSS ON SETTLEMENT OF RETIREMENT OBLIGATION $(4,873,794) ADDITIONAL K-1 REVENUE $(2,192,961) --------------- TOTAL $ (10,064,934) |
| FORM 990 PART IX LINE 11G | DESCRIPTION:VARIOUS CONSULTING FEES TOTAL FEES:XXX-XX-XXXX |
| FORM 990 PART IX LINE 11G | DESCRIPTION:TEMPORARY HELP TOTAL FEES:19989967 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:PRINTING & GRAPHICS TOTAL FEES:2388895 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:RECRUITING TOTAL FEES:986826 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| HEALTH SERVICES FOUNDATION | ||||||||||
| 225 NORTH MICHIGAN AVENUE | CHICAGO | IL | 60601 | 237011867 | EDUC., RSRCH. | IL | 501(C)(3) | 10 | NA | false |
| BC AND BS FOUNDATION ON HEALTH CARE | ||||||||||
| 225 NORTH MICHIGAN AVENUE | CHICAGO | IL | 60601 | 237164980 | EDUC., RSRCH. | IL | 501(C)(3) | 10 | NA | false |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUE CROSS BLUE SHIELD INSTITUTE INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 NORTH MICHIGAN AVENUE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364176277 | EIN |
| Primary Activities | COMMUNITY HEA | PrimaryActivitiesTxt |
| Legal Domicile State | IL | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C CORP | EntityTypeTxt |
| Share Of Total Income | -$2,807,710 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $1,994,091 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| BLUE CROSS BLUE SHIELD INSTITUTE INC | ||
| Q | $3,838,872 | ACTUAL COST |
| BLUE CROSS BLUE SHIELD INSTITUTE INC | ||
| P | $94,201 | ACTUAL COST |