INDIANA UNIVERSITY HEALTH PLANS NFP INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- INDIANA UNIVERSITY HEALTH PLANS NFP INC (EIN 46-3803873)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201723199349301517
- Schema version
- 2016v3.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T07:20:08-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MONUMENT CIRCLE SUITE 4000 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463803873 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDIANA UNIVERSITY HEALTH PLANS NFP INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % SEAN M BARR | InCareOfNm |
| Business Name Control | INDI | BusinessNameControlTxt |
| Phone | 3179624112 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 950 N MERIDIAN STREET SUITE 800 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GERALD C BRADFORD | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 3179624112 | PhoneNum |
| Signature | 2017-11-14 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER D RHODERICK | PreparerPersonNm |
| PTIN | P00395735 | PTIN |
| Phone | 3176817000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 162.1.129.128 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 35668520173195000008 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-11-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 842B4015AA74789D8DE0DB2AD372C72C472CE315 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 49A42BAE7DB19B68098C55D96BB751E89F2C86F0 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARK A LANTZY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 950 N MERIDIAN ST STE 800 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $180,100,739 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | HTTPS://WWW.IUHEALTHPLANS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2013 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | An Indiana Medicare Advantage Plan that is passionate about helping our members achieve the wellbeing they desire by improving the way they experience health care. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 3 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $180,021,029 | CYProgramServiceRevenueAmt |
| PY Investment Income | $363 | PYInvestmentIncomeAmt |
| CY Investment Income | $79,710 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $363 | PYTotalRevenueAmt |
| CY Total Revenue | $180,100,739 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,500 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $0 | PYOtherExpensesAmt |
| CY Other Expenses | $179,198,638 | CYOtherExpensesAmt |
| PY Total Expenses | $0 | PYTotalExpensesAmt |
| CY Total Expenses | $179,200,138 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $363 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $900,601 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,216,909 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,700,726 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,726,871 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,555,509 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,490,038 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $17,145,217 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | AN INDIANA MEDICARE ADVANTAGE PLAN THAT IS PASSIONATE ABOUT HELPING OUR MEMBERS ACHIEVE THE WELLBEING THEY DESIRE BY IMPROVING THE WAY THEY EXPERIENCE HEALTH CARE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $178,470,258 | ExpenseAmt |
| Grant | $1,500 | GrantAmt |
| Revenue | $180,021,029 | RevenueAmt |
| Desc | Indiana University Health Plans NFP, Inc. ("IU Health Plans NFP") operates as a health maintenance organization ("HMO") that holds a contract with the federal centers for Medicaid and Medicare Services, a division of the federal Department of Health and Human Services, to be a Medicare Advantage organization. Medicare Advantage organizations are required to provide adequate access to comprehensive health care services for Medicare beneficiaries through a contracted network of health care providers. To be considered adequate, the network must have a sufficient number of health care providers within an acceptable distance of the Medicare beneficiaries. The Corporation uses Indiana University Health, Inc. ("IU Health") as a health care delivery system to deliver and arrange for health care services to Medicare beneficiaries. IU Health maintains a network of providers throughout the state of Indiana. At December 31, 2016, IU Health Plans NFP had 16,395 members who primarily reside in Indiana. IU Health Plans NFP's HMO business is limited to the Medicare Advantage program. The corporation does not currently nor does it intend in the future to provide HMO coverage in the commercial, individual, or group health insurance markets. | Desc |
| Total Program Service Expenses | $178,470,258 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | Yes (true) | PoliticalCampaignActyInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | 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 | false | 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 | 63 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| 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 | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 3 | 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 | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | 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 | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SEAN M BARR | PersonNm |
| Phone | 3179624112 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 950 N MERIDIAN STREET SUITE 800 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 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 |
|---|---|---|---|---|---|---|---|---|
| RYAN C KITCHELL | ||||||||
| CHAIRMAN/TREASURER | 2.0 | 55.0 | Yes (X) | Yes (X) | $0 | $1,228,611 | $229,206 | |
| JAMES T PARKER | ||||||||
| DIRECTOR/PRESIDENT | 2.0 | 55.0 | Yes (X) | Yes (X) | $0 | $639,755 | $120,904 | |
| JOHN F FITZGERALD MD | ||||||||
| DIRECTOR | 2.0 | 55.0 | Yes (X) | $0 | $411,995 | $126,223 | ||
| CYNTHIA S MILLER | ||||||||
| DIRECTOR | 2.0 | 2.0 | Yes (X) | $0 | $10,000 | $0 | ||
| DENNIS M MURPHY | ||||||||
| DIRECTOR | 2.0 | 55.0 | Yes (X) | $0 | $1,572,382 | $485,069 | ||
| BEN H PARK MD | ||||||||
| DIRECTOR | 2.0 | 2.0 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN L POLLACK | ||||||||
| DIRECTOR | 2.0 | 2.0 | Yes (X) | $0 | $10,000 | $0 | ||
| SUSAN M MANN | ||||||||
| SECRETARY | 0.0 | 55.0 | Yes (X) | $0 | $172,107 | $29,497 | ||
| CONSTANCE D BROWN | ||||||||
| TREASURER(PARTIAL YEAR) | 0.0 | 55.0 | Yes (X) | $0 | $378,379 | $164,875 | ||
| CAROLINE ABELEDA | ||||||||
| VP, OPERATIONS | 0.0 | 55.0 | $0 | $178,039 | $29,248 | Yes (X) | ||
| ERIC M NEUVILLE | ||||||||
| VP, MARKETING & PRODUCT INNOV. | 0.0 | 55.0 | $0 | $370,174 | $38,314 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $4,971,442 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,223,336 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | 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 |
|---|---|---|---|---|---|
| HY CONNECT | |||||
| 142 E ONTARIO ST STE 13 | CHICAGO | IL | 60611 | ADVERTISING | $598,669 |
| DELOITTE CONSULTING LLP | |||||
| 50 SOUTH SIXTH STREET SUITE 2800 | MINNEAPOLIS | MN | 55402 | CONSULTING | $491,485 |
| BLOOM INSURANCE AGENCY | |||||
| 1801 SOUTH LIBERTY DRIVE SUITE 200 | BLOOMINGTON | IN | 47403 | COMMISSIONS | $258,583 |
| PWC ADVISORY SERVICES LLC | |||||
| PO BOX 75647 | CHICAGO | IL | 60675 | ADVISORY | $183,531 |
| MMC 2020 INC | |||||
| PO BOX 2946 | BLUFFTON | SC | 29910 | AUDITING | $125,665 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEDICARE MEMBER SERVICE REVENUE | Desc |
| Business | 524298 | BusinessCd |
| Total Revenue Column | $180,021,029 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $180,021,029 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $180,021,029 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $79,165 | TotalRevenueColumnAmt |
| Exclusion | $79,165 | 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 | $545 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $545 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $545 | TotalRevenueColumnAmt |
| Exclusion | $545 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $180,100,739 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $180,021,029 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $79,710 | 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 | $1,500 | TotalAmt |
| Program Services | $1,500 | ProgramServicesAmt |
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 | $0 | TotalAmt |
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 | $0 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
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 | $35,497 | TotalAmt |
| Management And General | $35,497 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $257,256 | TotalAmt |
| Management And General | $257,256 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
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 | $173,510,652 | TotalAmt |
| Program Services | $173,363,358 | ProgramServicesAmt |
| Management And General | $147,294 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,759,445 | TotalAmt |
| Program Services | $4,748,842 | ProgramServicesAmt |
| Management And General | $10,603 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $302,444 | TotalAmt |
| Program Services | $139,391 | ProgramServicesAmt |
| Management And General | $163,053 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,779 | TotalAmt |
| Program Services | $23,773 | ProgramServicesAmt |
| Management And General | $6 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,998 | TotalAmt |
| Program Services | $883 | ProgramServicesAmt |
| Management And General | $87,115 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,307 | TotalAmt |
| Program Services | $11,300 | ProgramServicesAmt |
| Management And General | $4,007 | 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 | $4,578 | TotalAmt |
| Program Services | $4,578 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,022 | TotalAmt |
| Program Services | $5,973 | ProgramServicesAmt |
| Management And General | $25,049 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| NONCAPITALIZED EQUIPMENT | $133,187 | $133,187 |
| RECRUITMENT | $12,216 | $12,216 |
| INSTITUTIONAL DUES/LICENSES | $5,743 | $5,743 |
| DRUGS & MEDICAL SUPPLIES | $365 | $365 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,149 | TotalAmt |
| Program Services | $19,149 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,200,138 | TotalAmt |
| Program Services | $178,470,258 | ProgramServicesAmt |
| Management And General | $729,880 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,216,587 | BOYAmt |
| EOY | $12,341,581 | 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 | $0 | BOYAmt |
| EOY | $7,203,597 | 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 | $0 | 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 | $0 | BOYAmt |
| EOY | $112,657 | EOYAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $499,488 | 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 | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $322 | BOYAmt |
| EOY | $4,543,403 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,216,909 | BOYAmt |
| EOY | $24,700,726 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $4,283,290 | 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 | $0 | BOYAmt |
| EOY | $301,737 | 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 | $0 | BOYAmt |
| EOY | $0 | 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 | $7,726,871 | BOYAmt |
| EOY | $2,970,482 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,726,871 | BOYAmt |
| EOY | $7,555,509 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,490,038 | BOYAmt |
| EOY | $17,145,217 | 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 | $1,490,038 | BOYAmt |
| EOY | $17,145,217 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,216,909 | BOYAmt |
| EOY | $24,700,726 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $900,601 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $14,754,578 | 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 | $1,833 | PoliticalExpendituresAmt |
| Internal Funds Contributed | $1,833 | InternalFundsContributedAmt |
| Total Exempt Function Expend | $1,833 | TotalExemptFunctionExpendAmt |
| Form1120 POL Filed | Yes (true) | Form1120POLFiledInd |
Section527 Political Org Section527PoliticalOrgGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDIANA ASSOC OF | BusinessNameLine1Txt |
| Business Name Line2 | HEALTH PLANS INCORP | BusinessNameLine2Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 W Market StSte210 | AddressLine1Txt |
| City | Indpls | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351940633 | EIN |
| Paid Internal Funds | $1,833 | PaidInternalFundsAmt |
| Contributions Rcvd Dlvr | $1,833 | ContributionsRcvdDlvrAmt |
| 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 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part I-A, Line 1 - Political Campaign Activities | FormAndLineReferenceDesc |
| Explanation | IU Health Plans NFP made political campaign activity contributions to Indiana Association of Health Plans Incorporated ("IAHP") during 2016 in the amount of $1,833. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp | |
| Equipment | EquipmentGrp | |
| Other Land Buildings | OtherLandBuildingsGrp |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ACCRUED INVESTMENT INCOME | $2,879 |
| INTERCOMPANY RECEIVABLES (NET) | $4,540,524 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $4,543,403 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTERCOMPANY PAYABLES (NET) | Desc |
| Amt | $2,970,482 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,970,482 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PART X, LINE 2 - FIN 48 (ASC 740) FOOTNOTE | FormAndLineReferenceDesc |
| Explanation | IU Health Plans NFP is a subsidiary in Indiana University Health, Inc.'s ("IU Health") Consolidated Audited Financial Statements. The Internal Revenue Service (IRS) has determined that IU Health and certain of its affiliated entities are tax-exempt organizations as defined in Section 501(c)(3) of the Internal Revenue Code (IRC). IU Health and its tax-exempt affiliates are, however, subject to federal and state income taxes on unrelated business income under the provision of IRC Section 511. Deferred income taxes, which as of December 31, 2016 and 2015, have no net carrying value, reflect the net tax effect of temporary differences between the carrying amounts of assets and liabilities for financial reporting and the amount used for income tax purposes. As of December 31, 2016 and 2015, the Indiana University Health System had gross deferred tax assets of $116,490,000 and $79,469,000, respectively, primarily relating to net operating loss carryovers. Management determined that a full valuation allowance at both December 31, 2016 and 2015 was necessary to reduce the deferred tax assets to the amount that would more likely than not be realized. ASC Topic 740-10-50-3, Income Taxes: Disclosure, requires a valuation allowance to reduce the deferred tax assets reported if, based on the weight of the evidence, it is more likely than not that some portion or all of the deferred tax assets will not be realized. The change in valuation allowance for the current year is $37,021,000. At December 31, 2016, the Indiana University Health System has available net operating loss carryforwards of $291,226,000. These net operating losses will expire between 2018 and 2036. Certain subsidiaries of IU Health are taxable entities. The tax expense and liabilities of these subsidiaries are not material to the consolidated financial statements. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | Yes (true) | 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 | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RYAN C KITCHELL | ||||||||||||||
| CHAIRMAN/TREASURER | $0 | $889,706 | $0 | $317,557 | $0 | $21,348 | $0 | $205,991 | $0 | $23,215 | $0 | $1,457,817 | $0 | $0 |
| JAMES T PARKER | ||||||||||||||
| DIRECTOR/PRESIDENT | $0 | $427,772 | $0 | $204,100 | $0 | $7,883 | $0 | $89,855 | $0 | $31,049 | $0 | $760,659 | $0 | $0 |
| JOHN F FITZGERALD MD | ||||||||||||||
| DIRECTOR | $0 | $321,115 | $0 | $80,993 | $0 | $9,887 | $0 | $125,887 | $0 | $336 | $0 | $538,218 | $0 | $0 |
| DENNIS M MURPHY | ||||||||||||||
| DIRECTOR | $0 | $1,221,696 | $0 | $320,000 | $0 | $30,686 | $0 | $462,410 | $0 | $22,659 | $0 | $2,057,451 | $0 | $0 |
| SUSAN M MANN | ||||||||||||||
| SECRETARY | $0 | $169,963 | $0 | $1,352 | $0 | $792 | $0 | $8,733 | $0 | $20,764 | $0 | $201,604 | $0 | $0 |
| CONSTANCE D BROWN | ||||||||||||||
| TREASURER(PARTIAL YEAR) | $0 | $196,471 | $0 | $60,133 | $0 | $121,775 | $0 | $149,633 | $0 | $15,242 | $0 | $543,254 | $0 | $0 |
| CAROLINE ABELEDA | ||||||||||||||
| VP, OPERATIONS | $0 | $177,799 | $0 | $0 | $0 | $240 | $0 | $6,924 | $0 | $22,324 | $0 | $207,287 | $0 | $0 |
| ERIC M NEUVILLE | ||||||||||||||
| VP, MARKETING & PRODUCT INNOV. | $0 | $299,590 | $0 | $68,262 | $0 | $2,322 | $0 | $11,452 | $0 | $26,862 | $0 | $408,488 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 3 - COMP. OF THE ORG'S CEO/EXECUTIVE DIRECTOR | IU Health Plans NFPs President is employed by IU Health. IU Healths process for determining compensation includes the use of a compensation survey/study conducted by an independent compensation consultant with review and approval by the Committee on Personnel and Compensation and the Board of Directors. Please see Schedule O for additional details. |
| SCHEDULE J, PART I, LINE 4A - SEVERANCE PAYMENTS | Constance D. Brown received severance of $72,553 from IU Health during 2016. This amount is included in column b (iii), other reportable compensation. In addition, a severance accrual of $136,571 is included in column c, retirement and other deferred compensation. |
| SCHEDULE J, PART I, LINE 4B - SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS | Ryan C. Kitchell, James T. Parker, John F. Fitzgerald, and Dennis M. Murphy participate in an IU Health supplemental executive retirement plan, provisions of which are designed to retain its critical employees. The plan provides for an additional retirement benefit for service through normal retirement or other key dates. If the executive leaves prior to retirement or other key dates, the benefit may be forfeited or reduced. Each of these executives have amounts included in column c, deferred compensation, representing the current year unvested contributions made under the supplemental retirement plan. No amounts were actually paid to these executives during the year. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART VI, SECTION A, LINE 2 - FAMILY OR BUSINESS RELATIONSHIP | Ryan C. Kitchell, James T. Parker, John F. Fitzgerald, M.D., Cynthia S. Miller, Dennis H. Murphy, Ben H. Park, M.D., and Steven L. Pollack served on the board of directors of Indiana University Health Plans, Inc. No additional compensation was provided to these individuals for their service. |
| PART VI, SECTION A, LINES 6, 7A AND 7B - MEMBERS OR STOCKHOLDERS | Line 6: The sole member of IU Health Plans NFP is IU Health, a 501(c)(3) tax-exempt organization. Line 7A: Subject to the powers reserved to the Member in the Corporations Articles of Incorporation, the business and affairs of the Corporation shall be managed under the direction of a Board of Directors. The number of Directors comprising the Board of Directors shall be between three (3) and seven (7), as determined from time to time by the Board of Directors. Line 7B: Notwithstanding any other provisions of the Articles of Incorporation or any provision of IU Health Plans NFPs Bylaws, the following matters require the approval of IU Health, as the sole member, prior to implementation: - Any amendment of the Articles of Incorporation or Bylaws of IU Health Plans NFP; - Adoption or revision of any operating or capital budget of IU Health Plans NFP; - A merger or consolidation of IU Health Plans NFP; - Any sale, lease, exchange, conveyance, mortgage, pledge or other disposition of a substantial portion of the property, assets or interests of IU Health Plans NFP, other than pursuant to a budget approved by IU Health, as sole member; - Any incurrence of debt by, or the creation of any lien upon the property or revenues of, IU Health Plans NFP other than in the ordinary course of business or pursuant to a budget approved by IU Health, as sole member. Notwithstanding any other provisions of the Articles of Incorporation, or any provision of IU Health Plans NFPs Bylaws, IU Health, as the sole member, shall have the power to direct the Board of IU Health Plans NFP to do any of the following: - Transfer property of IU Health Plans NFP in amounts sufficient to pay the principal and interest of any obligation of IU Health, as sole member; and - Take such actions as are required in order for IU Health Plans NFP to comply with the covenants contained in any financing document to which IU Health, as sole member, is a party or under which IU Health is bound. |
| PART VI, SECTION B, LINE 11B - REVIEW OF FORM 990 | The CFO reviewed and approved the Form 990. Following the CFO's review and approval, a complete copy of the Form 990 was made available to each board member prior to its filing. Each member was also informed of the availability of IU Health's Tax Department to answer any questions. |
| PART VI, SECTION B, LINES 12, 13, AND 14 - POLICIES | IU Health Plans NFP is part of the IU Health system. As the sole member and controlling parent of IU Health Plans NFP, IU Health and its board of directors have mandated that certain policies be followed to ensure greater standardization throughout the system. Thus, IU Health Plans NFPs Board of Directors was not required to separately adopt a conflict of interest, whistleblower, document retention and destruction and joint venture policies because IU Healths Board of Directors had already adopted and required these policies to be followed by its subsidiaries. |
| PART VI, SECTION B, LINE 12C - CONFLICT OF INTEREST POLICY | IU Health Plans NFP follows IU Healths Conflict of Interest Policy. IU Healths Conflict of Interest Policy includes the following provisions: All IU Health employees, associates, colleagues and contracted personnel, including employed physicians and paid medical directors ("IU Health Representatives") are covered by and subject to its Conflict of Interest Policy. IU Health regularly and consistently monitors and enforces compliance with the policy through the following procedures: (1) On an annual basis, each IU Health Representative at the level of Manager or above, together with every other person designated by the Corporate Compliance Department ("Department"), must complete, sign and submit a Conflict of Interest Questionnaire ("Questionnaire") to the Department. Governing board members, committee members, corporate officers, medical staff and researchers must comply with the administrative requirements noted in the respective policies and procedures relative to those areas. (2) An IU Health Representative must supplement a Questionnaire in writing, if after completion of the original Questionnaire, a situation arises, or may reasonably be expected to arise, that would change any answer or information on the original Questionnaire if the situation had existed or been anticipated at the time of completion of the original Questionnaire. (3) If a fully and properly completed Questionnaire reveals facts or other information that might reasonably indicate a Conflict of Interest or violation of the policy, the IU Health Representative completing the questionnaire must secure approval by his/her supervisor, evidenced in writing. (4) The Department will review each Questionnaire and determine whether a Conflict of Interest exists and, if so, whether and how it should or may be eliminated, avoided or managed in order to comply with the spirit of the policy and with the best interests of IU Health and its patients. In making the determination, the Corporate Compliance Department may consult with the IU Health Representatives supervisor and other appropriate individuals and groups. (5) The scope of the policy is not limited to those who are required to complete Questionnaires. If an IU Health Representative is involved in a situation or relationship that would constitute a violation of the policy in the absence of disclosure and approval as described above, then the IU Health Representative must disclose the matter to his/her supervisor, secure his/her supervisors approval in writing, and disclose the matter to the Department. Otherwise, the IU Health Representative is in violation of the policy and subject to corrective action, up to and including termination. (6) The Chief Compliance Officer, in consultation with onsite Compliance personnel, may from time to time appoint standing or ad hoc committees to assist in resolving issues that arise under provisions of the policy. |
| PART VI, SECTION B, LINE 15 - PROCESS FOR DETERMINING COMP. | IU Health Plans NFPs Chairman of the Board, President, Secretary, Treasurer as well as a board member are all employed by IU Health. IU Healths process for determining compensation is as follows: (1) The Board of Directors has established a Committee on Personnel and Compensation. The individuals on this Committee are made up of individuals who are on the Board and who do not have a conflict of interest with IU Health. There are no physicians or employees on this Committee. This Committee develops and reviews annually the executive compensation philosophy, market analysis as to comparability and reasonableness. One of the purposes of this Committee is to review, approve and make recommendations regarding executive compensation and benefits to the IU Health Board. As deemed appropriate, this Committee also reviews the same detail with the Committee on Finance. The Committee on Finance is represented by certain members of the Board as well. (2) Each year the Committee on Personnel and Compensation engages an outside compensation consulting firm to conduct a compensation and benefits study for all senior vice presidents and above. The current compensation advisor is the Hay Group. Hay Group performs an independent compensation survey. The relevant comparability data includes: compensation and benefit levels paid by similarly situated organizations (both governmental and tax exempt) for functionally comparable positions as well as the availability of similar services in the geographic area. The Committee reviews the entire compensation package including: base compensation, short term and long term incentive plans, basic health and welfare benefits, qualified and nonqualified plans as well as any additional fringe benefits. Further, Hay Group will provide recommendations based upon the reasonable compensation information as it relates to salary increases, bonuses and benefits that are consistent with the compensation philosophy of the Committee. A separate analysis using the same methodology is done for the Chief Executive Officer. (3) The Committee reviews the salary survey and, if appropriate, makes recommendations on increases in salary and any changes in bonuses or benefits. The Committee's goal is to ensure that the total compensation and benefits package is reasonable based upon the independent data provided by Hay Group. The Committee votes on any changes in compensation or benefits. This review, discussion and vote are documented in the minutes for the meeting. There are no executives present during the final discussion and approval of compensation. (4) The Board reviews the report prepared by the Hay Group as well as the recommendations of the Committee on Personnel and Compensation as to changes in compensation approved by the Committee. As requested, the Committee on Finance also provides its review of recommendations on changes in executive compensation and benefits. This review, discussion and vote are documented in the minutes. (5) The Board then reviews the recommendations provided by the Committee on Personnel and Compensation and votes on the changes as well. No additional compensation or benefits are paid to the executives until the changes have been approved by the Committee and the Board. The discussion and approval are documented in the minutes of the meeting. There are no executives present during the final discussion and approval of compensation. The General Counsel prepares a formal written opinion reviewing the compensation and benefits approval process, comparing that process to the Intermediate Sanctions Test of IRC Section 4958 and, if the facts warrant, provides comments regarding the compensation and benefits approval process as this relates to meeting the requirements for a rebuttable presumption of reasonableness as provided in the Intermediate Sanctions Test. (6) After the end of each year, the Committee and Board also reviews the achievements of the executive group as it relates to the long-term and short-term shared and individual goals developed by the executive and the Board. These achievements may also be reviewed with the Committee on Finance. The Board, at its discretion, may approve bonus payments based upon the achievement of the goals and the compensation survey. The discussion and vote of the Committee and Board is documented in the minutes for each such meeting. The bonuses are not paid until approval is made by the Board. (7) The Committee on Personnel and Compensation and Audit Committee also review the required Form 990 disclosures related to executive compensation and benefits as well as compensation practices and approval processes prior to the filing of the Form 990 return with the Internal Revenue Service. |
| PART VI, SECTION C, LINE 19 - PUBLIC DISCLOSURE | IU Health Plans NFPs Articles of Incorporation are available to the public through the Indiana Secretary of State's web-site. IU Health Plans NFPs conflict of interest policy is described on Form 990, Schedule O. IU Health Plans NFP is a consolidated subsidiary in the consolidated financial statements for IU Health. The consolidated financial statements for IU Health are available to the public through its bond filings. |
| PART XI, LINE 9 - OTHER CHANGES IN NET ASSETS OR FUND BALANCES | During 2016, IU Health Plans NFP recorded the following other changes in net assets or fund balances: Net Asset Transfer from IU Health Plans: $10,254,578 Net Asset Transfer from IU Health: $4,500,000 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:OTHER PROFESSIONAL FEES TOTAL FEES:XXX-XX-XXXX |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (42 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Clarian Transplant Institute Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 134350599 | Healthcare | IN | 501(c)(3) | 10 | IUH | Yes (true) |
| Goshen Health System Inc | ||||||||||
| 200 High Park Ave | Goshen | IN | 46527 | 351974765 | Healthcare | IN | 501(c)(3) | 12 I | IUH | Yes (true) |
| Goshen Hospital Association Inc | ||||||||||
| 200 High Park Ave | Goshen | IN | 46527 | 356001540 | Healthcare | IN | 501(c)(3) | 3 | GHS | Yes (true) |
| HealthLINC Incorporated | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 263571507 | Healthcare | IN | 501(c)(3) | 10 | IUHB | Yes (true) |
| Indiana Health Info Exchange Inc | ||||||||||
| 846 N Senate Ave | Indianapolis | IN | 46202 | 364550324 | Healthcare | IN | 501(c)(3) | 12 I | NA | false |
| Indiana Radiology Partners Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 201017034 | Healthcare | IN | 501(c)(3) | 10 | IUH | Yes (true) |
| Indiana University Health Inc | ||||||||||
| 950 N Meridian St Ste 300 | Indianapolis | IN | 46204 | 351955872 | Healthcare | IN | 501(c)(3) | 3 | NA | false |
| IU Health Arnett Foundation Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 356079797 | Fundraising | IN | 501(c)(3) | 12 I | IUHA | Yes (true) |
| IU Health Arnett Inc | ||||||||||
| 950 N Meridian St Ste 300 | Indianapolis | IN | 46204 | 263162145 | Healthcare | IN | 501(c)(3) | 3 | IUH | Yes (true) |
| IU Health Ball Memorial Hospital Inc | ||||||||||
| 950 N Meridian St Ste 300 | Indianapolis | IN | 46204 | 350867958 | Healthcare | IN | 501(c)(3) | 3 | IUH | Yes (true) |
| IU Health Ball Memorial Physicians Inc | ||||||||||
| 950 N Meridian St Ste 300 | Indianapolis | IN | 46204 | 351925641 | Healthcare | IN | 501(c)(3) | 10 | IUHBMH | Yes (true) |
| IU Health Bedford Inc | ||||||||||
| 950 N Meridian St Ste 300 | Indianapolis | IN | 46204 | 237042323 | Healthcare | IN | 501(c)(3) | 3 | IUH | Yes (true) |
| IU Health Blackford Hospital Inc | ||||||||||
| 950 N Meridian St Ste 300 | Indianapolis | IN | 46204 | 010646166 | Healthcare | IN | 501(c)(3) | 3 | IUHBMH | Yes (true) |
| IU Health Bloomington Inc | ||||||||||
| 950 N Meridian St Ste 300 | Indianapolis | IN | 46204 | 351720796 | Healthcare | IN | 501(c)(3) | 3 | IUH | Yes (true) |
| IU Health BMH Foundation Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 311111784 | Fundraising | IN | 501(c)(3) | 12 I | IUHBMH | Yes (true) |
| IU Health Care Associates Inc | ||||||||||
| 950 N Meridian St Ste 300 | Indianapolis | IN | 46204 | 351747218 | Healthcare | IN | 501(c)(3) | 10 | IUH | Yes (true) |
| IU Health Goshen Foundation Inc | ||||||||||
| 200 High Park Ave | Goshen | IN | 46527 | 462565300 | Fundraising | IN | 501(c)(3) | 12 I | GHS | Yes (true) |
| IUHLP Liquidation Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 351125434 | Healthcare | IN | 501(c)(3) | 10 | IUH | Yes (true) |
| IUHLP-P Liquidation Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 311070868 | Healthcare | IN | 501(c)(3) | 10 | IUHLP | Yes (true) |
| IU Health Morgan Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 273533027 | Healthcare | IN | 501(c)(3) | 10 | IUH | Yes (true) |
| IU Health North Hospital Inc | ||||||||||
| 950 N Meridian St Ste 300 | Indianapolis | IN | 46204 | 351932442 | Healthcare | IN | 501(c)(3) | 3 | IUH | Yes (true) |
| IU Health Paoli Hosp Foundation Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 310992486 | Fundraising | IN | 501(c)(3) | 10 | IUHP | Yes (true) |
| IU Health Paoli Inc | ||||||||||
| 950 N Meridian St Ste 300 | Indianapolis | IN | 46204 | 352090919 | Healthcare | IN | 501(c)(3) | 3 | IUHB | Yes (true) |
| IU Health Tipton Hospital Inc | ||||||||||
| 950 N Meridian St Ste 300 | Indianapolis | IN | 46204 | 262772226 | Healthcare | IN | 501(c)(3) | 3 | IUH | Yes (true) |
| IU Health West Hospital Inc | ||||||||||
| 950 N Meridian St Ste 300 | Indianapolis | IN | 46204 | 351814660 | Healthcare | IN | 501(c)(3) | 3 | IUH | Yes (true) |
| IU Health White Mem Hosp Fndtn Inc | ||||||||||
| PO Box 952 | Monticello | IN | 47960 | 351671806 | Fundraising | IN | 501(c)(3) | 12 III-FI | IUHWMH | Yes (true) |
| IU Health White Memorial Hospital Inc | ||||||||||
| 950 N Meridian St Ste 300 | Indianapolis | IN | 46204 | 273532963 | Healthcare | IN | 501(c)(3) | 3 | IUH | Yes (true) |
| IU Medical Group Foundation Inc | ||||||||||
| 340 W 10th St No FS5100 | Indianapolis | IN | 46202 | 201093251 | Fundraising | IN | 501(c)(3) | 12 II | NA | false |
| LaPorte Hospital Foundation Inc | ||||||||||
| PO Box 250 | LaPorte | IN | 46352 | 310952775 | Fundraising | IN | 501(c)(3) | 12 I | NA | false |
| MDwise Marketplace Inc | ||||||||||
| 1200 Madison Ave | Indianapolis | IN | 46225 | 465270582 | Insurance | IN | 501(c)(4) | N/A | IUH | Yes (true) |
| MDwise Network Inc | ||||||||||
| 1200 Madison Ave | Indianapolis | IN | 46225 | 472619552 | Insurance | IN | 501(c)(4) | N/A | IUH | Yes (true) |
| Methodist Health Foundation Inc | ||||||||||
| 1800 N Capitol Ave | Indianapolis | IN | 46202 | 356043086 | Fundraising | IN | 501(c)(3) | 12 I | IUH | Yes (true) |
| Methodist Health Group Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 350876390 | Healthcare | IN | 501(c)(3) | 12 III-FI | NA | false |
| Methodist Medical Group Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 351945384 | Healthcare | IN | 501(c)(3) | 3 | IUH | Yes (true) |
| Methodist Occup Health Centers Inc | ||||||||||
| 950 N Meridian St Ste 300 | Indianapolis | IN | 46204 | 351844176 | Healthcare | IN | 501(c)(3) | 3 | IUH | Yes (true) |
| Methodist Research Institute Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 352023710 | Healthcare | IN | 501(c)(3) | 12 I | IUH | Yes (true) |
| MH Healthcare Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 351766531 | Healthcare | IN | 501(c)(3) | 3 | MMG | Yes (true) |
| Rehabilitation Hospital of Indiana Inc | ||||||||||
| 4141 Shore Dr | Indianapolis | IN | 46254 | 351786005 | Healthcare | IN | 501(c)(3) | 3 | MHH | Yes (true) |
| RHI Foundation Inc | ||||||||||
| 4141 Shore Dr | Indianapolis | IN | 46254 | 351932349 | Fundraising | IN | 501(c)(3) | 12 I | RHI | Yes (true) |
| The Cheer Guild of Riley Hos for Child | ||||||||||
| 705 Riley Hospital Dr | Indianapolis | IN | 46202 | 356018517 | Fundraising | IN | 501(c)(3) | 12 III-FI | NA | false |
| Tipton Co Health Care Foundation Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 311231905 | Fundraising | IN | 501(c)(3) | 12 I | IUHTH | Yes (true) |
| University Family Physicians Inc | ||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 237427350 | Healthcare | IN | 501(c)(3) | 10 | IUHCA | Yes (true) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (23 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|
| Ball Outpatient Sur Ctr LLC | |||||||
| 569 Brookwood Village Ste 901 | Birmingham | AL | 35244 | 270275794 | Healthcare | IN | NA |
| Beltway Surgery Centers LLC | |||||||
| 569 Brookwood Village Ste 901 | Birmingham | AL | 35244 | 352072586 | Healthcare | IN | NA |
| Bloomington Endo Center LLC | |||||||
| PO Box 550 | Bloomington | IN | 47402 | 352117943 | Healthcare | IN | NA |
| BOSC Holdings LLC | |||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 454147343 | Healthcare | IN | NA |
| BSC Holdings LLC | |||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 452314634 | Healthcare | IN | NA |
| CHV Fund I LLC | |||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 262523206 | Venture Capital | IN | NA |
| CHV Fund II Management LLC | |||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 371717823 | Venture Capital | IN | NA |
| CHV Fund II LLC | |||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 800902337 | Venture Capital | IN | NA |
| CHV Fund Management LLC | |||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 262523151 | Venture Capital | IN | NA |
| Clarian Health Network LLC | |||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 352055030 | Healthcare | IN | NA |
| Eagle High Surg Center LLC | |||||||
| 569 Brookwood Village Ste 901 | Birmingham | AL | 35244 | 352259204 | Healthcare | IN | NA |
| EHSC Holdings LLC | |||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 454147879 | Healthcare | IN | NA |
| EWASC Holdings LLC | |||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 473087761 | Healthcare | IN | NA |
| Health Venture Management LLC | |||||||
| 950 N Meridian St Ste 300 | Indianapolis | IN | 46204 | 205740218 | Management | IN | NA |
| IEC Holdings LLC | |||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 454148032 | Healthcare | IN | NA |
| Indiana Endoscopy Centers LLC | |||||||
| 569 Brookwood Village Ste 901 | Birmingham | AL | 35244 | 208398421 | Healthcare | IN | NA |
| IUH EWA Surgery Ctr LLC | |||||||
| 569 Brookwood Village Ste 901 | Birmingham | AL | 35244 | 473102482 | Healthcare | IN | NA |
| IUH Saxony Surgery Ctr LLC | |||||||
| 569 Brookwood Village Ste 901 | Birmingham | AL | 35244 | 275271091 | Healthcare | IN | NA |
| ROC Surgery LLC | |||||||
| 569 Brookwood Village Ste 901 | Birmingham | AL | 35244 | 271497960 | Healthcare | IN | NA |
| ROCS Holdings LLC | |||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 454148369 | Healthcare | IN | NA |
| Senate St Surgery Center LLC | |||||||
| 569 Brookwood Village Ste 901 | Birmingham | AL | 35244 | 421709357 | Healthcare | IN | NA |
| SSC Holdings LLC | |||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 464472887 | Healthcare | IN | NA |
| SSSC Holdings LLC | |||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 454148167 | Healthcare | IN | NA |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (23 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BMH Medical Pavilion Association Inc | ||||||||||||||
| 2525 W University Ave | Muncie | IN | 47303 | 351858408 | Condo Management | IN | NA | C | Yes (true) | |||||
| Cardinal Health Ventures Inc | ||||||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 351611424 | Management | IN | NA | C | Yes (true) | |||||
| CHV Capital Inc | ||||||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 260752507 | Venture Capital | IN | NA | C | Yes (true) | |||||
| IU Health 457(B) Plan | ||||||||||||||
| 1100 N Market St | Wilmington | DE | 19890 | 476948347 | Investments | IN | NA | T | Yes (true) | |||||
| IU Health ACO Inc | ||||||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 454421020 | Healthcare | IN | NA | C | Yes (true) | |||||
| IU Health Board Designated Trust | ||||||||||||||
| 400 Howard St | San Francisco | CA | 94105 | 306309021 | Investments | IN | NA | T | Yes (true) | |||||
| IU Health NTGI S&P500 Fund CF | ||||||||||||||
| PO Box 804358 | Chicago | IL | 60680 | 306298263 | Investments | IN | NA | T | Yes (true) | |||||
| IU Health Plans Holding Company Inc | ||||||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 463794815 | Insurance | IN | NA | C | Yes (true) | |||||
| IU Health Plans Inc | ||||||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 262127080 | HMO | IN | NA | C | Yes (true) | |||||
| IU Health Risk Purchasing Group Inc | ||||||||||||||
| 151 Meeting St Ste 301 | Charleston | SC | 29401 | 260202446 | Insurance | IN | NA | C | Yes (true) | |||||
| IU Health Risk Retention Group Inc | ||||||||||||||
| 151 Meeting St Ste 301 | Charleston | SC | 29401 | 201107674 | Insurance | SC | NA | C | Yes (true) | |||||
| IU Health Southern IN Physicians Inc | ||||||||||||||
| 950 N Meridian St Ste 300 | Indianapolis | IN | 46204 | 351913875 | Healthcare | IN | NA | C | Yes (true) | |||||
| IUH Assurance SPC Ltd | ||||||||||||||
| 980395429 | Insurance | NA | C | Yes (true) | PO BOX 69 94 SOLARIS AVE | CAMANA BAY | GRAND CAYMAN | CJ | CJ | |||||
| Occ-Health Revenue Systems Inc | ||||||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 203308057 | Work Comp PPO | IN | NA | C | Yes (true) | |||||
| Parkmor Drug Inc | ||||||||||||||
| 1501 S Main St | Goshen | IN | 46526 | 131394980 | Pharmacy Sales | IN | NA | C | Yes (true) | |||||
| PILR Inc | ||||||||||||||
| 200 High Park Ave | Goshen | IN | 46526 | 204294750 | Development | IN | NA | C | Yes (true) | |||||
| Proteuo Fund LP | ||||||||||||||
| 981075227 | Investments | NA | C | Yes (true) | PO BOX 31106 89 NEXUS WAY | CAMANA BAY | GRAND CAYMAN | CJ | CJ | |||||
| Radiation Oncology Resources Inc | ||||||||||||||
| 200 High Park Ave | Goshen | IN | 46526 | 262008424 | Healthcare | IN | NA | C | Yes (true) | |||||
| SCANS Inc | ||||||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 453080392 | Healthcare | IN | NA | C | Yes (true) | |||||
| Univ Hlth (Shanghai) Mgt Con Co Ltd | ||||||||||||||
| Management | NA | C | Yes (true) | 88 CENTURY AVE | SHANGHAI | CH | CH | |||||||
| University Health Management Inc | ||||||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 272891143 | Management | IN | NA | C | Yes (true) | |||||
| University Health Mgmt (China) Inc | ||||||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 273891311 | Management | IN | NA | C | Yes (true) | |||||
| IU Health Plans Insurance Company | ||||||||||||||
| 950 N Meridian St Ste 800 | Indianapolis | IN | 46204 | 811097218 | Insurance | IN | NA | C | Yes (true) | |||||
| 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 | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| 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 | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDIANA UNIVERSITY HEALTH PLANS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $10,254,578 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |