2017-11-15T19:23:56-06:00 2016-12-31 390758449 Wipfli LLP PO Box 1699 Helena MT 59624 990 2016-01-01 451295465 Montana Health Cooperative MONT 4064479510 PO Box 5358 Helena MT 59604 David Slonaker CFO 4064479510 2017-11-15 1 Meghan Bronec CPA P00399092 4064425520 2017-11-15 65.117.89.221 2017-11-15 18:07:11 MS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 A57BA7FB3ADEDC52E285D94F81FAD02ED95237A5 2016 2017-02-10 21:41:12Z David Slonaker PO Box 5358 Helena MT 59604 157320436 0 X www.mhc.coop X 2010 MT The Organization offers true non-profit member governed health insurance that promotes member engagement and provides access to high quality health care. 16 16 30 0 0 0 0 0 163604814 122989911 227846 -1140153 0 0 163832660 121849758 0 0 0 0 2946520 2922535 0 0 0 201228599 138368402 204175119 141290937 -40342459 -19441179 67617542 51848225 118920926 27842614 -51303384 24005611 The Organization offers true non-profit member governed health insurance that promotes member engagement and provides access to high quality health care. 0 0 141290937 121849758 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. 141290937 0 0 0 0 0 0 0 0 0 0 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 1 285 0 30 1 0 0 0 0 0 0 0 1 5000000 24005611 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 0 0 X Montana Health CO-OP 4064473309 PO Box 5358 Helena MT 59604 David Forbes director 1.00 X 8000 0 0 Ray Kuntz director 1.00 X 6000 0 0 Joan Miles Chair 1.00 X X 10400 0 0 John Morrison Vice Chair 1.00 X X 5200 0 0 Thomas Bassler Director 1.00 X 8335 0 0 Sylvia Danforth Director 1.00 X 6400 0 0 Dr Jane Gillette Director 1.00 X 5600 0 0 Treasa Glinnwater Director 1.00 X 3600 0 0 Thomas Gooch Director 1.00 X 6400 0 0 Gary Gunderson Director 1.00 X 6000 0 0 Andrew Holmlund Director 1.00 X 2800 0 0 Jeremy Johnson Director 1.00 X 6000 0 0 Kevin Joplin Director 1.00 X 6000 0 0 Diane Olsen Director 1.00 X 8000 0 0 Lori Peterson CPA Director 1.00 X 6400 0 0 Raymond Rogers Director 1.00 X 7600 0 0 James Stogsdill Director 1.00 X 7600 0 0 Larry Turney President & COO 40.00 X 240015 0 24892 Doug Damrose Medical Director 40.00 X 164338 0 9860 Jerry Dworak CEO 40.00 X 346119 0 34276 860807 0 69028 5 0 1 0 Altius 10421 South Jordan Gateway Suite 4 South Jordan UT 84095 Health Care Services 6693783 Re-Solutions 10 South 5th Street Suite 1108 Minneapolis MN 55402 Re-Insurance Intermediary 2020673 Online Insight Inc 375 Northridge Road Suite 270 Atlanta GA 30350 Enrollment and Billing Development 418738 Milliman 1301 Fifth Avenue Suite 3800 Seattle WA 981012646 Actuarial Services 412719 Bern & Pugh Inc 1 Fifth Street North Great Falls MT 59401 Commissions 112089 5 Sale of Insurance 524298 122989911 122989911 122989911 632485 632485 33698040 35470678 -1772638 -1772638 -1772638 121849758 121849758 0 0 1125819 1236218 115905 222842 221751 79992 10230962 80462 19135 11416 227458 76007 55228 49846 Claims 128020268 Claims and Claims Adj E 3655603 Agent Commissions 1423462 Premium Tax Expense 678122 -6239559 141290937 2464584 17175780 39889558 21837009 478246 0 100747 24379030 12835436 305377 0 67617542 51848225 33901238 27842614 85019688 0 118920926 27842614 X -51303384 24005611 -51303384 24005611 67617542 51848225 X -19441179 2508077 92242097 X X 0 1 X 1 1 1 0 Investments 12835436 F 12835436 X 124357835 2508077 2508077 121849758 0 121849758 141290937 0 141290937 0 141290937 Part X, Line 2: The Company is a qualified nonprofit health insurer as described in Section 501(c)(29) of the Internal Revenue Code and is exempt from federal 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. X X 0 0 0 Larry Turney President & COO 189320 0 50695 0 0 0 14401 0 10491 0 264907 0 0 0 Doug Damrose Medical Director 102538 0 61800 0 0 0 9860 0 0 0 174198 0 0 0 Jerry Dworak CEO 248568 0 97551 0 0 0 15900 0 18376 0 380395 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 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 15a CEO compensation is reviewed annually by the MHC Compensation Committee. 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 -119,809. NET ASSET ADJUSTMENT -578,993. Reclassing Surplus notes from Liability as GAAP to Net Assets as STAT 92,940,899. Part XII line 1 This form 990 was prepared on the statutory basis of accounting to conform with the basis of accounting used on the audited financial statements.