HARVARD PILGRIM HEALTH CARE INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- HARVARD PILGRIM HEALTH CARE INC (EIN 04-2452600)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201733199349305033
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T09:55:11-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 SEAPORT BOULEVARD | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | 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 | 042452600 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARVARD PILGRIM HEALTH CARE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % BETH CREAVIN | InCareOfNm |
| Business Name Control | HARV | BusinessNameControlTxt |
| Phone | 7812636000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 93 WORCESTER STREET | AddressLine1Txt |
| City | WELLESLEY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024819181 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES R GOHEEN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7812636000 | PhoneNum |
| Signature | 2017-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GWEN SPENCER | PreparerPersonNm |
| PTIN | P00641463 | PTIN |
| Phone | 6175305000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 155.201.188.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 04363820173195000004 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-11-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BF1FE25100CDBE53BD0118B5B753D4D4D69E51B4 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 00C87E99527E2332A8997F658CF042F3B5F40496 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ERIC H SCHULTZ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 93 WORCESTER STREET | AddressLine1Txt |
| City | WELLESLEY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024819181 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,090,967,937 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.harvardpilgrim.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1969 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 1270 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $239,574,026 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$4,217,512 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $41,478,344 | PYContributionsGrantsAmt |
| CY Contributions Grants | $54,327,420 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,758,496,615 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,865,661,559 | CYProgramServiceRevenueAmt |
| PY Investment Income | $30,785,590 | PYInvestmentIncomeAmt |
| CY Investment Income | $51,484,383 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,141,773 | PYOtherRevenueAmt |
| CY Other Revenue | $3,675,824 | CYOtherRevenueAmt |
| PY Total Revenue | $1,833,902,322 | PYTotalRevenueAmt |
| CY Total Revenue | $1,975,149,186 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $6,220,994 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $6,333,505 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $1,550,231,914 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $1,623,711,214 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $66,096,315 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $69,551,688 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $245,677,244 | PYOtherExpensesAmt |
| CY Other Expenses | $254,533,279 | CYOtherExpensesAmt |
| PY Total Expenses | $1,868,226,467 | PYTotalExpensesAmt |
| CY Total Expenses | $1,954,129,686 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$34,324,145 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $21,019,500 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $958,882,498 | TotalAssetsBOYAmt |
| Total Assets EOY | $905,859,841 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $473,885,211 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $449,057,784 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $484,997,287 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $456,802,057 | 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 | $1,856,869,500 | ExpenseAmt |
| Grant | $6,333,505 | GrantAmt |
| Revenue | $1,866,407,339 | RevenueAmt |
| Desc | TO IMPROVE THE QUALITY AND VALUE OF HEALTH CARE FOR THE PEOPLE AND COMMUNITIES WE SERVE. AT 12/31/16, HPHC, INC. HAD 287,462 FULLY INSURED MEMBERS, AMBULATORY ENCOUNTERS WERE 2,308,418 AND HOSPITAL DAYS INCURRED WERE 81,284. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $54,327,420 | ExpenseAmt |
| Desc | THE HARVARD PILGRIM HEALTH CARE INSTITUTE, LLC PERFORMS RESEARCH AND RESEARCH ADMINISTRATION FOR GRANTS AND CONTRACTS AWARDED TO HPHC, INC. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,911,196,920 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| 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 | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | 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 | Yes (true) | 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 | Yes (true) | 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 | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (true) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 24123 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1270 | 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 |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | 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 | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | 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 | 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 | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BETH CREAVIN | PersonNm |
| Phone | 6175095692 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 93 WORCESTER STREET | AddressLine1Txt |
| City | Wellesley | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024819181 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 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 | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| MARY ANN TOCIO | ||||||||||
| CHAIRMAN/DIRECTOR | 5.0 | 0.0 | Yes (X) | $30,100 | $0 | $0 | ||||
| JOYCE A MURPHY | ||||||||||
| VICE CHAIR/ DIRECTOR | 5.0 | 0.0 | Yes (X) | $29,776 | $0 | $0 | ||||
| SUSAN V DUPREY | ||||||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $27,900 | $0 | $0 | ||||
| EARL W BAUCOM | ||||||||||
| DIRECTOR | 5.0 | 0.0 | Yes (X) | $31,754 | $0 | $0 | ||||
| JOSEPH F O'DONNELL MD | ||||||||||
| DIRECTOR | 3.0 | 2.0 | Yes (X) | $24,900 | $0 | $0 | ||||
| MICHAEL J SHEA | ||||||||||
| DIRECTOR | 5.0 | 0.0 | Yes (X) | $31,576 | $0 | $0 | ||||
| SHELBY M CHODOS | ||||||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $29,100 | $0 | $0 | ||||
| SCOTT S HARTZ | ||||||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $26,700 | $0 | $0 | ||||
| HEDWIG V WHITNEY | ||||||||||
| DIRECTOR | 5.0 | 0.0 | Yes (X) | $29,176 | $0 | $0 | ||||
| MYECHIA MINTER-JORDAN MD | ||||||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $26,700 | $0 | $0 | ||||
| RAYMOND PAWLICKI | ||||||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $23,417 | $0 | $0 | ||||
| ERIC H SCHULTZ | ||||||||||
| PRESIDENT/CEO/DIRECTOR | 35.0 | 15.0 | Yes (X) | $2,077,902 | $0 | $310,060 | Yes (X) | |||
| CHARLES R GOHEEN | ||||||||||
| TREASURER | 40.0 | 10.0 | $872,345 | $0 | $146,810 | Yes (X) | ||||
| TISA K HUGHES | ||||||||||
| SECRETARY AND CLERK | 40.0 | 10.0 | $675,163 | $0 | $136,733 | Yes (X) | ||||
| MICHELLE J CLAYMAN | ||||||||||
| ASSISTANT TREAS. (AS OF 5/16) | 40.0 | 10.0 | $354,396 | $0 | $50,018 | Yes (X) | ||||
| DEBORAH A NORTON | ||||||||||
| CHIEF INFORMATION OFFICER | 50.0 | 0.0 | $735,576 | $0 | $136,461 | Yes (X) | ||||
| RICHARD WEISBLATT | ||||||||||
| CHIEF OF INNOVATION & STRATEGY | 40.0 | 10.0 | $527,466 | $0 | $112,475 | Yes (X) | ||||
| BETH A ROBERTS | ||||||||||
| SR VP ENTERPRISE SALES & MKTG | 35.0 | 15.0 | $426,487 | $0 | $58,928 | Yes (X) | ||||
| VINCENT CAPOZZI | ||||||||||
| Sr VP Sales & MKTG(UNTIL 3/16) | 40.0 | 10.0 | $704,598 | $0 | $46,648 | Yes (X) | ||||
| PRANAV MEHTA | ||||||||||
| SVP PROD& BUS PLAN(UNTIL 3/16) | 40.0 | 10.0 | $320,930 | $0 | $42,780 | Yes (X) | ||||
| MICHAEL S SHERMAN MD | ||||||||||
| SR VP CMO | 40.0 | 10.0 | $544,092 | $0 | $55,483 | Yes (X) | ||||
| CYNTHIA RING | ||||||||||
| CHIEF HUMAN RESOURCES OFFICER | 40.0 | 10.0 | $399,311 | $0 | $111,850 | Yes (X) | ||||
| Richard Platt | ||||||||||
| EXEC DIR OF HPHC INSTITUTE | 50.0 | 0.0 | $411,477 | $0 | $23,446 | Yes (X) | ||||
| JONATHAN EDWARDS | ||||||||||
| SALES EXECUTIVE | 40.0 | 10.0 | $367,573 | $0 | $63,963 | Yes (X) | ||||
| COLLEEN MCGRORY | ||||||||||
| VP SALES | 40.0 | 10.0 | $395,748 | $0 | $33,267 | Yes (X) | ||||
| THOMAS F MALONEY | ||||||||||
| INTERIM LEGAL OFF (UNTIL 3/14) | 40.0 | 10.0 | $274,888 | $0 | $50,324 | Yes (X) | ||||
| JOHN F LANE | ||||||||||
| CHIEF HR OFFICER (UNTIL 1/15) | 0.0 | 0.0 | $223,462 | $0 | $0 | Yes (X) | ||||
| SCOTT ALLEN | ||||||||||
| SENIOR ACTUARIAL CONSULTANT | 7.0 | 7.0 | $235,765 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $9,858,278 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,379,246 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 351 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | 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 |
|---|---|---|---|---|---|
| DELL MARKETING LPNTT DATA SERVICES | |||||
| 2300 W PLANO PARKWAY | PLANO | TX | 75075 | SEE SCHEDULE O | $117,832,827 |
| ORACLE AMERICA INC | |||||
| 500 ORACLE PARKWAY | REDWOOD SHORES | CA | 94065 | IT CONSULTING | $6,633,680 |
| TERADATA OPERATIONS INC | |||||
| 125 HIGH STREET | BOSTON | MA | 02110 | CONSULTING | $3,088,179 |
| HILL HOLLIDAY LLC | |||||
| 53 STATE STREET | BOSTON | MA | 02109 | ADVERTISING | $1,827,144 |
| C2 CONSULTING INC | |||||
| 373 MAIN STREET | HINGHAM | MA | 02043 | IT CONSULTING | $1,859,335 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 416 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $42,260,717 | GovernmentGrantsAmt |
| All Other Contributions | $12,066,703 | AllOtherContributionsAmt |
| Total Contributions | $54,327,420 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MEMBER PREMIUMS & FEES | 524114 | $1,626,244,712 | $1,626,244,712 | |
| PPO PREMIUMS (FULLY INSURED) | 524298 | $239,416,847 | $239,416,847 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,865,661,559 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,178,247 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$50,059 | UnrelatedBusinessRevenueAmt |
| Exclusion | $13,228,306 | 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 |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,288,497 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $358,453 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,930,044 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,930,044 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $207,238 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,722,806 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $118,606,963 | SecuritiesAmt |
| Other | $35,159,470 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $112,035,873 | SecuritiesAmt |
| Other | $3,424,425 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,571,090 | SecuritiesAmt |
| Other | $31,735,045 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $38,306,136 | TotalRevenueColumnAmt |
| Exclusion | $38,306,136 | 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 | PROVIDER SETTLEMENT & OTHER | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $745,780 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $745,780 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $745,780 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,975,149,186 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,626,990,492 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $239,574,026 | UnrelatedBusinessRevenueAmt |
| Exclusion | $54,257,248 | 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 | $6,333,505 | TotalAmt |
| Program Services | $6,333,505 | 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 | $1,623,711,214 | TotalAmt |
| Program Services | $1,623,711,214 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,046,876 | TotalAmt |
| Program Services | $6,437,501 | ProgramServicesAmt |
| Management And General | $1,609,375 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $784,439 | TotalAmt |
| Program Services | $627,551 | ProgramServicesAmt |
| Management And General | $156,888 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,501,727 | TotalAmt |
| Program Services | $35,601,382 | ProgramServicesAmt |
| Management And General | $8,900,345 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,309,750 | TotalAmt |
| Program Services | $2,647,800 | ProgramServicesAmt |
| Management And General | $661,950 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,035,601 | TotalAmt |
| Program Services | $6,428,481 | ProgramServicesAmt |
| Management And General | $1,607,120 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,873,295 | TotalAmt |
| Program Services | $3,989,293 | ProgramServicesAmt |
| Management And General | $884,002 | 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 | $429,166 | TotalAmt |
| Management And General | $429,166 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,803,178 | TotalAmt |
| Management And General | $3,803,178 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,855,351 | TotalAmt |
| Management And General | $1,855,351 | ManagementAndGeneralAmt |
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 | $395,039 | TotalAmt |
| Management And General | $395,039 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,261,472 | TotalAmt |
| Program Services | $18,261,472 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,088,897 | TotalAmt |
| Program Services | $4,088,897 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,971,640 | TotalAmt |
| Program Services | $3,177,312 | ProgramServicesAmt |
| Management And General | $794,328 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,978,443 | TotalAmt |
| Program Services | $47,982,754 | ProgramServicesAmt |
| Management And General | $11,995,689 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,657,075 | TotalAmt |
| Program Services | $4,525,660 | ProgramServicesAmt |
| Management And General | $1,131,415 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,186,777 | TotalAmt |
| Program Services | $1,186,777 | ProgramServicesAmt |
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 | $168,345 | TotalAmt |
| Program Services | $168,345 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,607,456 | TotalAmt |
| Program Services | $2,085,965 | ProgramServicesAmt |
| Management And General | $521,491 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,583,257 | TotalAmt |
| Program Services | $17,266,606 | ProgramServicesAmt |
| Management And General | $4,316,651 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FEDERAL & STATE ASSESSMENTS | $22,387,843 | $22,387,843 | |
| PREMIUM TAX EXPENSE | $3,615,878 | $3,615,878 | |
| BROKER FEES | $44,283,528 | $44,283,528 | |
| RESEARCH GRANT EXPENSE | $57,682,763 | $54,327,420 | $3,355,343 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,577,171 | TotalAmt |
| Program Services | $2,061,736 | ProgramServicesAmt |
| Management And General | $515,435 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,954,129,686 | TotalAmt |
| Program Services | $1,911,196,920 | ProgramServicesAmt |
| Management And General | $42,932,766 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,903,364 | BOYAmt |
| EOY | $60,336,886 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,457,206 | BOYAmt |
| EOY | $6,987,069 | 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 | $125,612,812 | BOYAmt |
| EOY | $99,799,921 | 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 | $3,364,254 | BOYAmt |
| EOY | $3,837,196 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $441,074,783 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $413,372,202 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,766,589 | BOYAmt |
| EOY | $27,702,581 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $137,291,911 | BOYAmt |
| EOY | $143,346,136 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $400,082,368 | BOYAmt |
| EOY | $310,647,774 | 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 | $185,403,994 | BOYAmt |
| EOY | $253,202,278 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $958,882,498 | BOYAmt |
| EOY | $905,859,841 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $257,322,414 | BOYAmt |
| EOY | $247,855,773 | 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 | $0 | 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 | $29,000,000 | BOYAmt |
| EOY | $29,000,000 | 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 | $187,562,797 | BOYAmt |
| EOY | $172,202,011 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $473,885,211 | BOYAmt |
| EOY | $449,057,784 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $484,997,287 | BOYAmt |
| EOY | $456,802,057 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $484,997,287 | BOYAmt |
| EOY | $456,802,057 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $958,882,498 | BOYAmt |
| EOY | $905,859,841 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $21,019,500 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$62,208,428 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $12,993,698 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,383,858 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $38,820,660 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $40,901,467 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41,478,344 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $54,327,420 | CurrentTaxYearAmt |
| Total | $214,911,749 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,792,048,879 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,661,588,555 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,523,957,313 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,540,268,502 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,626,244,712 | CurrentTaxYearAmt |
| Total | $8,144,107,961 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,831,432,737 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,700,409,215 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,564,858,780 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,581,746,846 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,680,572,132 | CurrentTaxYearAmt |
| Total | $8,359,019,710 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,783,862 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $670,272 | CurrentTaxYearMinus3YearsAmt |
| Total | $2,454,134 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $158,993,588 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $35,731,402 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $46,237,943 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $44,558,194 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $55,733,052 | CurrentTaxYearAmt |
| Total | $341,254,179 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $160,777,450 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $36,401,674 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $46,237,943 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $44,558,194 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $55,733,052 | CurrentTaxYearAmt |
| Total | $343,708,313 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $8,015,311,397 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,701,263 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,536,284 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,954,982 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,379,312 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,466,744 | CurrentTaxYearAmt |
| Total | $113,038,585 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,701,263 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,536,284 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,954,982 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,379,312 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,466,744 | CurrentTaxYearAmt |
| Total | $113,038,585 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $672,396 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $797,805 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $584,921 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $849,393 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $745,780 | CurrentTaxYearAmt |
| Total | $3,650,295 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,858,806,396 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,726,743,304 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,590,398,683 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,601,975,551 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,697,784,656 | CurrentTaxYearAmt |
| Total | $8,475,708,590 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.94568 | PublicSupportCY509Pct |
| Public Support PY509 | 0.92059 | PublicSupportPY509Pct |
| Investment Income CY | 0.01334 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01426 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12 | FormAndLineReferenceDesc |
| Explanation | THIS LINE IS COMPOSED OF PROVIDER SETTLEMENT/OTHER INCOME FOR 2012, 2013, 2014, 2015, AND 2016. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| 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 | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $629,994 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $1,374,451 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $2,004,445 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE C, PART II-B, LINE 1 | FormAndLineReferenceDesc |
| Explanation | During the year, HPHC paid $1,374,451 in membership dues allocable to lobbying activities. Of the amount shown, $35,635 was paid to the Maine Association of Health Plans, $534,005 was paid to America's Health Insurance Plans, $773,704 was paid to the Massachusetts Association of Health Plans and $31,107 was paid to the firm of Robinson and Cole for the Connecticut Association of Health Plans. HPHC hired a number of consulting firms to advise them on strategies for addressing pending legislation and to provide legislators with information regarding the impact of pending legislation on HPHC's activities. Of the amount shown, $414,900 was paid to consulting firms. HPHC also has internal staff who lobby. Of the amount shown, $149,094 represents the portion of the employee's salary spent on lobbying activities. On behalf of Harvard Pilgrim Health Care of New England Harvard Pilgrim Health Care, Inc., paid $66,000 to a consulting firm for lobbying costs. | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,000,000 | OtherCostOrOtherBasisAmt |
| Book Value | $4,000,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $38,161,672 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,073,096 | DepreciationAmt |
| Book Value | $19,088,576 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $398,913,111 | OtherCostOrOtherBasisAmt |
| Depreciation | $394,299,106 | DepreciationAmt |
| Book Value | $4,614,005 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $27,702,581 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| US GOVT & AGENCY SECURITIES | $129,377,872 | C |
| CORPORATE DEBT SECURITIES | $181,269,902 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $310,647,774 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| INVESTMENTS IN AFFILIATES | $180,027,923 |
| SPECIAL DEPOSITS | $1,384,983 |
| DUE FROM AFFILIATES | $19,418,996 |
| OTHER INVESTED ASSETS | $52,370,376 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $253,202,278 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| UNEARNED GROUP PREMIUM | $54,385,605 |
| DUE TO AFFILIATES | $4,994,673 |
| LIAB FOR AMTS UNDER UNINSURED PLANS | $88,018,021 |
| BORROWED MONEY & INTEREST THEREON | $24,803,712 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $172,202,011 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,833,220,897 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $1,833,220,897 | RevenueSubtotalAmt |
| Other Revenues Not Included | $141,928,289 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $141,928,289 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,975,149,186 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,814,767,820 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $1,814,767,820 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $139,361,866 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $139,361,866 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,954,129,686 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2 | THE CONSOLIDATED FINANCIAL STATEMENTS OF HARVARD PILGRIM HEALTH CARE, INC. AND AFFILIATES INCLUDE THE FOLLOWING ENTITIES: HARVARD PILGRIM HEALTH CARE, INC. ("HPHC, INC."), HARVARD PILGRIM HEALTH CARE OF NEW ENGLAND, INC. ("NEW ENGLAND"), HARVARD PILGRIM HEALTH CARE OF CONNECTICUT, INC. ("HPHC OF CT"), HARVARD PILGRIM HEALTH CARE FOUNDATION, INC. (THE "FOUNDATION"), HARVARD PILGRIM HEALTH CARE INSTITUTE, LLC (THE "INSTITUTE"), HPHC INSURANCE AGENCY (THE "AGENCY"), HPHC INSURANCE COMPANY, INC. (THE "INSURANCE COMPANY"), HPHC HOLDING CORPORATION AND SUBSIDIARY ("HOLDINGS"), AND HEALTH PLANS, INC. AND SUBSIDIARIES ("HPI"). FOLLOWING IS THE RELEVANT PORTION OF THE FIN 48 FOOTNOTE FROM HARVARD PILGRIM HEALTH CARE, INC. AND AFFILIATES CONSOLIDATED FINANCIAL STATEMENTS PREPARED IN ACCORDANCE WITH U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES THAT APPLIES TO THE FILING ORGANIZATION. HPHC, INC., NEW ENGLAND, HPHC OF CT, AND THE FOUNDATION ARE TAX-EXEMPT ORGANIZATIONS UNDER INTERNAL REVENUE SERVICE REGULATIONS. THE INSTITUTE HAS NO TAX STATUS AND THEREFORE FOLLOWS THE TAX-EXEMPT STATUS OF HPHC, INC. AS ITS SOLE MEMBER. HARVARD PILGRIM DID NOT HAVE ANY UNRECOGNIZED TAX BENEFITS AS OF DECEMBER 31, 2016 AND 2015. |
| PART XI, LINE 4B | ASO FEES 83,379,622 GRANT & FACULTY TEACHING REVENUE 54,327,420 RENTAL & OTHER INCOME 3,675,824 HARVARD PILGRIM HEALTH CARE INSTITUTE LLC INVESTMENT INCOME 545,423 ____________ TOTAL 141,928,289 |
| PART XII, LINE 4B | ASO FEES 83,379,622 RENTAL & OTHER INCOME 3,675,824 GRANT & FACULTY TEACHING EXPENSES 52,306,420 ___________ TOTAL 139,361,866 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARVARD PILGRIM HEALTH CARE FOUNDATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 93 WORCESTER ST | AddressLine1Txt |
| City | WELLESLEY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024819181 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 042708004 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $6,333,505 | CashGrantAmt |
| Purpose Of Grant | FUND OPERATIONS | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | HARVARD PILGRIM HEALTH CARE (HPHC) INC. MAKES GRANTS TO ITS SUPPORTING ORGANIZATION, HPHC FOUNDATION (THE FOUNDATION), WHOSE PURPOSE IS TO MAKE COMMUNITY GRANTS AND MONITOR THEM IN ACCORDANCE WITH HPHC'S TAX-EXEMPT MISSION. THE FOUNDATION MAKES MINI GRANTS OF $500 EACH THAT ARE APPROVED BY APPOINTED COMMITTEE MEMBERS PRIOR TO BEING ISSUED. MINI GRANTS OF $500 EACH ARE RECOMMENDED BY EMPLOYEES WHO FILL OUT A DETAILED APPLICATION REGARDING PURPOSE OF FUNDS, AND MUST PROVE THAT FUNDS WILL GO TO A LEGAL, NOT-FOR-PROFIT ORGANIZATION, WHERE THE EMPLOYEE LIVES OR WHERE HPHC DOES BUSINESS. THE FOUNDATION STAFF REVIEWS THESE APPLICATIONS FOR ACCURACY OF PURPOSE AND LEGITIMACY OF THE ORGANIZATION. THE FOUNDATION STAFF RECOMMENDATIONS ARE REVIEWED BY A NON-STAFF APPOINTED COMMITTEE. REPORTS ON THESE GRANTS ARE COLLECTED FROM A SAMPLE OF THESE ORGANIZATIONS. THE FOUNDATION'S INTERNAL MANAGEMENT REPORTS A SUMMARY OF THIS INFORMATION TO THE FOUNDATION'S BOARD. OTHER MORE SIGNIFICANT COMMUNITY GRANTS MADE BY THE FOUNDATION REQUIRE A CONCEPT PROPOSAL TO BE SUBMITTED AND APPROVED BY AN APPOINTED COMMITTEE. ONCE THE GRANTS ARE APPROVED, THE FOUNDATION EMPLOYEES PERFORM SITE VISITS AND REGULAR EVALUATIONS OF THE GRANTS. IN ADDITION, THE FOUNDATION HIRES AN INDEPENDENT EVALUATION GROUP TO REVIEW GRANT RESULTS. ADDITIONALLY, FORMAL FISCAL REPORTING OF ALL GRANTS IS PERFORMED AND REVIEWED BY EMPLOYEES OF THE FOUNDATION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| 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 |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| 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 | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ERIC H SCHULTZ | ||||||||||||||
| PRESIDENT/CEO/DIRECTOR | $956,950 | $0 | $1,098,050 | $0 | $22,902 | $0 | $283,700 | $0 | $26,360 | $0 | $2,387,962 | $0 | $639,600 | $0 |
| CHARLES R GOHEEN | ||||||||||||||
| TREASURER | $472,465 | $0 | $374,356 | $0 | $25,524 | $0 | $115,200 | $0 | $31,610 | $0 | $1,019,155 | $0 | $226,320 | $0 |
| TISA K HUGHES | ||||||||||||||
| SECRETARY AND CLERK | $411,487 | $0 | $252,212 | $0 | $11,464 | $0 | $105,200 | $0 | $31,533 | $0 | $811,896 | $0 | $123,273 | $0 |
| MICHELLE J CLAYMAN | ||||||||||||||
| ASSISTANT TREAS. (AS OF 5/16) | $286,743 | $0 | $62,043 | $0 | $5,610 | $0 | $18,065 | $0 | $31,953 | $0 | $404,414 | $0 | $0 | $0 |
| THOMAS F MALONEY | ||||||||||||||
| INTERIM LEGAL OFF (UNTIL 3/14) | $227,218 | $0 | $45,531 | $0 | $2,139 | $0 | $21,200 | $0 | $29,124 | $0 | $325,212 | $0 | $0 | $0 |
| JOHN F LANE | ||||||||||||||
| CHIEF HR OFFICER (UNTIL 1/15) | $0 | $0 | $196,481 | $0 | $26,981 | $0 | $0 | $0 | $0 | $0 | $223,462 | $0 | $101,931 | $0 |
| DEBORAH A NORTON | ||||||||||||||
| CHIEF INFORMATION OFFICER | $391,921 | $0 | $318,131 | $0 | $25,524 | $0 | $101,200 | $0 | $35,261 | $0 | $872,037 | $0 | $188,600 | $0 |
| RICHARD WEISBLATT | ||||||||||||||
| CHIEF OF INNOVATION & STRATEGY | $339,791 | $0 | $162,151 | $0 | $25,524 | $0 | $90,224 | $0 | $22,251 | $0 | $639,941 | $0 | $43,050 | $0 |
| BETH A ROBERTS | ||||||||||||||
| SR VP ENTERPRISE SALES & MKTG | $314,706 | $0 | $104,260 | $0 | $7,521 | $0 | $21,200 | $0 | $37,728 | $0 | $485,415 | $0 | $0 | $0 |
| VINCENT CAPOZZI | ||||||||||||||
| Sr VP Sales & MKTG(UNTIL 3/16) | $108,960 | $0 | $305,325 | $0 | $290,313 | $0 | $21,200 | $0 | $25,448 | $0 | $751,246 | $0 | $0 | $0 |
| PRANAV MEHTA | ||||||||||||||
| SVP PROD& BUS PLAN(UNTIL 3/16) | $64,064 | $0 | $59,096 | $0 | $197,770 | $0 | $10,769 | $0 | $32,011 | $0 | $363,710 | $0 | $0 | $0 |
| MICHAEL S SHERMAN MD | ||||||||||||||
| SR VP CMO | $416,536 | $0 | $104,654 | $0 | $22,902 | $0 | $21,200 | $0 | $34,283 | $0 | $599,575 | $0 | $0 | $0 |
| CYNTHIA RING | ||||||||||||||
| CHIEF HUMAN RESOURCES OFFICER | $282,167 | $0 | $115,830 | $0 | $1,314 | $0 | $74,281 | $0 | $37,569 | $0 | $511,161 | $0 | $39,087 | $0 |
| Richard Platt | ||||||||||||||
| EXEC DIR OF HPHC INSTITUTE | $382,353 | $0 | $0 | $0 | $29,124 | $0 | $21,200 | $0 | $2,246 | $0 | $434,923 | $0 | $0 | $0 |
| JONATHAN EDWARDS | ||||||||||||||
| SALES EXECUTIVE | $89,340 | $0 | $277,682 | $0 | $551 | $0 | $20,326 | $0 | $43,637 | $0 | $431,536 | $0 | $0 | $0 |
| COLLEEN MCGRORY | ||||||||||||||
| VP SALES | $193,395 | $0 | $185,907 | $0 | $16,446 | $0 | $21,200 | $0 | $12,067 | $0 | $429,015 | $0 | $0 | $0 |
| SCOTT ALLEN | ||||||||||||||
| SENIOR ACTUARIAL CONSULTANT | $235,765 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $235,765 | $0 | $0 | $0 | |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 1a | 3 OFFICERS WERE PROVIDED TAX GROSS-UP PAYMENTS ALONG WITH SUPPLEMENTAL RETIREMENT PAYMENTS TO COMPENSATE FOR RETIREMENT CONTRIBUTION LIMITATIONS. THESE PAYMENTS WERE REPORTED AS TAXABLE INCOME. |
| SCHEDULE J, PART I, LINE 4A | VINCENT CAPOZZIS EMPLOYMENT WITH HPHC TERMINATED IN MARCH 2016. PURSUANT TO THE TERMS OF HIS SEVERANCE AGREEMENT WITH HPHC, MR. CAPOZZI WAS ELIGIBLE TO RECEIVE A CONTINUATION OF HIS BASE SALARY AND BENEFITS AND INCENTIVE COMPENSATION. IN 2016 HE RECEIVED SEVERANCE PAYMENTS OF $270,577. PRANAV MEHTAS EMPLOYMENT WITH HPHC WAS TERMINATED IN MARCH 2016. PURSUANT TO THE TERMS OF HIS SEVERANCE AGREEMENT WITH HPHC, MR. MEHTA WAS ELIGIBLE TO RECEIVE A CONTINUATION OF HIS BASE SALARY AND BENEFITS. IN 2016 HE RECEIVED SEVERANCE PAYMENTS OF $194,115. JOHN LANES EMPLOYMENT WITH HPHC TERMINATED IN JANUARY 2015. PURSUANT TO THE SEVERANCE PROVISION OF HIS CONTRACT, MR. LANE WAS ELIGIBLE TO RECEIVE A CONTINUATION OF HIS BASE SALARY AND BENEFITS AND INCENTIVE COMPENSATION. IN 2016 HE RECEIVED SEVERANCE PAYMENTS OF $26,981 AND INCENTIVE COMPENSATION OF $196,481. |
| SCHEDULE J, PART I, LINE 4B | LONG TERM INCENTIVE PLAN HPHC ADOPTED A LONG-TERM INCENTIVE PLAN FOR ITS CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF LEGAL OFFICER, CHIEF INFORMATION OFFICER, CHIEF INNOVATION AND STRATEGY OFFICER, AND CHIEF HUMAN RESOURCES OFFICER FOR 2013-2015 AND FOR 2016-2018. THE PLANS ARE BASED ON A VARIETY OF PERFORMANCE MEASURES AND AMOUNTS ARE EARNED OVER A THREE YEAR PERIOD. SOME OR ALL OF THE DEFERRED COMPENSATION AMOUNTS REPORTED HEREIN FOR THE POTENTIAL EARNINGS UNDER THESE PLANS MAY OR MAY NOT BE PAID TO THE EXECUTIVES BASED ON THE ACTUAL RESULTS OF THE PERFORMANCE MEASURES AS DETERMINED AT THE END OF THE APPLICABLE THREE YEAR PERIOD. THE FOLLOWING INDIVIDUALS WERE PAID THE FOLLOWING AMOUNTS FROM THE 2013-2015 PLAN DURING CALENDAR YEAR 2016: ERIC H. SCHULTZ - $639,600 CHARLES R. GOHEEN - $226,320 TISA K. HUGHES - $123,273 DEBORAH A. NORTON - $188,600 JOHN F. LANE - $101,931 RICHARD WEISBLATT - $43,050 CYNTHIA RING - $39,087 |
| SCHEDULE J, PART I, LINE 7 | EXECUTIVE INCENTIVE PLAN HPHC HAS AN EXECUTIVE INCENTIVE PLAN TO INCENT AND REWARD PARTICIPANTS AND PERMIT THEM TO SHARE IN SUCCESSFUL COMPANY FINANCIAL RESULTS, ENCOURAGE THEM TO WORK AS A TEAM AND PAY THEM COMPETITIVELY, CONSIDERING FINANCIAL CONSTRAINTS. ON AN ANNUAL BASIS, SUBJECT TO ORGANIZATION AND INDIVIDUAL PERFORMANCE, THE COMPANY PAYS ELIGIBLE PARTICIPANTS THEIR INCENTIVE COMPENSATION, PART OF WHICH (NO MORE THAN 40% OF THE GOAL) IS CONTINGENT ON ACHIEVING A CERTAIN OPERATING EARNINGS TARGET OF HPHC, INC. AND AFFILIATES (ON A COMBINED STATUTORY ACCOUNTING BASIS). DISCRETIONARY RETIREMENT PLAN HPHC OFFERS A 457(B) PLAN AS A RETIREMENT BENEFIT TO A SELECT GROUP OF MANAGEMENT OF HIGHLY COMPENSATED EMPLOYEES AND FACULTY MEMBERS OF HARVARD PILGRIM HEALTH CARE, INC. AND HARVARD PILGRIM HEALTH CARE INSTITUTE, LLC. THE PLAN PROVIDES ELIGIBLE PARTICIPANTS AN ADDITIONAL OPPORTUNITY TO DEFER PRE-TAX COMPENSATION FOR RETIREMENT. THE PLAN ALSO PROVIDES FOR EMPLOYER CONTRIBUTIONS (FOR NON-FACULTY PARTICIPANTS) AND RESTORATION CREDITS (FOR FACULTY MEMBERS) WHICH ARE INTENDED TO MAKE UP FOR THE SHORTFALL SOME PARTICIPANTS MAY EXPERIENCE UNDER THE HPHC-SPONSORED 401(K) PLAN DUE TO THE INTERNAL REVENUE CODE OR PLAN CONTRIBUTION LIMITS. HPHC MAKES UP FOR THIS SHORTFALL IN THE 401(K) PLAN BY FUNDING THE 457(B) ACCOUNT ON BEHALF OF THE ELIGIBLE EMPLOYEE UP TO THE 457(B) ANNUAL CONTRIBUTION LIMIT AND ANY AMOUNT ABOVE THIS LIMIT IS PAID TO THE PARTICIPANT IN CASH. |
| SCHEDULE J, PART II, COLUMN F | COMPENSATION REPORTED AS DEFERRED IN PRIOR FORM 990 FOR CERTAIN INDIVIDUALS LISTED ON SCHEDULE J, PART II, AMOUNTS CREDITED UNDER HPHCS 2016 2018 LONG TERM INCENTIVE PLAN ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (C). AMOUNTS CREDITED AND DISCLOSED ON THE FORM 990 IN PRIOR YEARS THAT VESTED WERE PAID OUT IN CALENDAR YEAR 2016 FOR HPHCS 2013-2015 LONG-TERM INCENTIVE PLAN ARE REPORTED IN COLUMN (B) (III) AND IN COLUMN (F). |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1, AND PART III, LINE 1 | ORGANIZATION MISSION HARVARD PILGRIM OPERATES AS A NOT-FOR-PROFIT HEALTH PLAN PROVIDING COMPREHENSIVE HEALTH BENEFIT PLANS, ACCESS TO HEALTH CARE AND OTHER RELATED SERVICES IN MASSACHUSETTS AND MAINE TO GROUP, INDIVIDUAL AND MEDICARE MEMBERS THROUGH CONTRACTS WITH PHYSICIANS, ESTABLISHED PRIMARY CARE AND MULTISPECIALTY PHYSICIAN GROUPS, HOSPITALS AND OTHER HEALTH CARE PROVIDERS. HARVARD PILGRIM'S MISSION IS TO IMPROVE THE QUALITY AND VALUE OF HEALTH CARE FOR THE PEOPLE AND COMMUNITIES WE SERVE. FOR MORE THAN 45 YEARS, HARVARD PILGRIM HAS BUILT A REPUTATION FOR EXCEPTIONAL CLINICAL QUALITY, PREVENTIVE CARE, DISEASE MANAGEMENT AND MEMBER SATISFACTION AND HAS CONSISTENTLY RATED AMONG THE TOP PLANS IN THE COUNTRY. PHYSICIAN PRACTICES IN MASSACHUSETTS, NEW HAMPSHIRE, MAINE, AND CONNECTICUT WILL RECEIVE GRANTS FROM HARVARD PILGRIM TO IMPROVE CLINICAL CARE, QUALITY AND SERVICE. HARVARD PILGRIM'S ANNUAL QUALITY AWARDS PROGRAM WILL FUND VARIOUS PHYSICIAN-GROUP INITIATIVES THAT FOCUS ON MANAGING CHRONIC AND PREVENTABLE DISEASES, INCLUDING PATIENT SATISFACTION AND SAFETY AND INCREASING PREVENTATIVE CARE. THE RESULTS OF THESE PROGRAMS WILL BE SHARED WITH OTHER HARVARD PILGRIM PROVIDERS SO THAT THEIR "BEST PRACTICES" CAN BENEFIT THE BROADER POPULATION. THROUGH THE HARVARD PILGRIM HEALTH CARE INSTITUTE (THE "INSTITUTE"),OUR SPONSORED EDUCATIONAL PROGRAMS AND RESEARCH AGENDA SEEK TO DISCOVER THE MOST EFFECTIVE WAYS TO DELIVER AMBULATORY MEDICAL CARE, REDUCE UNWARRANTED VARIATION IN PRACTICE, IMPROVE PATIENT SAFETY AND, WHENEVER POSSIBLE, IMPROVE PUBLIC HEALTH. THE "INSTITUTE" CHAMPIONS INNOVATIVE RESEARCH THAT DIRECTLY IMPROVES THE HEALTH AND SAFETY OF SOCIETY. FORM 990,PART VI, LINE 2 BUSINESS RELATIONSHIP - THE FOLLOWING INDIVIDUALS SERVE ON THE BOARDS OR ARE AN OFFICER OR KEY EMPLOYEE OF ONE OR MORE FOR PROFIT ORGANIZATIONS AFFILIATED WITH HPHC, INC.: ERIC H. SCHULTZ PRESIDENT/CEO CHARLES R. GOHEEN TREASURER TISA K. HUGHES - SECRETARY AND CLERK MICHELLE J. CLAYMAN - ASSISTANT TREASURER FORM 990, PART VI, LINE 11B ONCE HPHC, INC.'S FORM 990 IS COMPLETED WITH THE ASSISTANCE OF ITS OUTSIDE TAX ADVISORS, IT IS FIRST REVIEWED BY HPHC, INC.'S INTERNAL MANAGEMENT AND THEN HPHC, INC.'S AUDIT COMMITTEE CHAIRPERSON (AN INDEPENDENT MEMBER OF THE BOARD OF DIRECTORS OF THE ORGANIZATION). FOLLOWING THAT REVIEW, THE AUDIT COMMITTEE CHAIR AND OUTSIDE ADVISORS PRESENT THE FORM 990 TO THE AUDIT COMMITTEE. THE COMPLETED FORM 990 IS PROVIDED TO ALL MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO THE FORM BEING FILED WITH THE IRS. |
| FORM 990, PART VI, LINE 12C | HPHC, INC.S DIRECTORS AND OFFICERS ARE SUBJECT TO HPHC, INC.S CONFLICTS OF INTEREST POLICY AS SET FORTH IN HPHC, INC.S BYLAWS. THE CONFLICTS OF INTEREST POLICY REQUIRES DIRECTORS AND OFFICERS TO DISCLOSE ON AN ONGOING BASIS THE OCCURRENCE OF ANY SITUATION WHEN THEIR PERSONAL INTERESTS OR RELATIONSHIPS MIGHT INFLUENCE, OR APPEAR TO INFLUENCE, THEIR ABILITY TO MAKE OBJECTIVE DECISIONS IN THE COURSE OF PERFORMING THEIR FIDUCIARY RESPONSIBILITIES, ARE PREJUDICIAL TO THE LEGITIMATE INTERESTS OF HPHC, INC., OR CAUSE THE USE OF HPHC, INC.S RESOURCES FOR OTHER THAN HPHC, INC. PURPOSES. IN ADDITION TO BEING SUBJECT TO HPHC, INC.S CONFLICTS OF INTEREST POLICY, HPHC, INC.S DIRECTORS, OFFICERS, AND KEY EMPLOYEES ARE ANNUALLY REQUIRED TO COMPLETE AND SIGN A CONFLICTS OF INTEREST DISCLOSURE SURVEY, AND ANY DISCLOSED POTENTIAL CONFLICTS ARE REPORTED TO THE BOARD OF DIRECTORS, IN ACCORDANCE WITH THE DISCLOSURE AND REVIEW PROCESS SET FORTH IN HPHC, INC.S BYLAWS. IN ADDITION, HPHC, INC.S EMPLOYEES ARE SUBJECT TO HPHC, INC.S CODE OF CONDUCT WHICH INCLUDES A CONFLICTS OF INTEREST POLICY. THE CONFLICTS OF INTEREST POLICY REQUIRES EMPLOYEES TO DISCLOSE ON AN ONGOING BASIS THE OCCURRENCE OF ANY SITUATION WHEN THEIR OUTSIDE ACTIVITIES, PERSONAL INTERESTS OR RELATIONSHIPS MIGHT INFLUENCE, OR APPEAR TO INFLUENCE, THEIR ABILITY TO MAKE OBJECTIVE DECISIONS IN THE COURSE OF PERFORMING THEIR JOB RESPONSIBILITIES, ARE PREJUDICIAL TO THE LEGITIMATE INTERESTS OF HPHC, INC., AND ITS AFFILIATES, OR CAUSE THE USE OF HPHC, INC. RESOURCES FOR OTHER THAN HPHC, INC. PURPOSES. EMPLOYEES COMMUNICATE DISCLOSURES TO THEIR SUPERVISORS AND TO THE COMPLIANCE PROGRAM OFFICE. THE COMPLIANCE PROGRAM OFFICE, IN COLLABORATION WITH THE LEGAL DEPARTMENT, MAKE A DETERMINATION IF SUCH DISCLOSURE IS MATERIAL AND NEEDS TO BE MANAGED, MITIGATED, OR ELIMINATED. FORM 990, PART VI, LINES 15A AND 15B HPHC,INC. HAS AN INDEPENDENT COMPENSATION COMMITTEE THAT ANNUALLY REVIEWS THE COMPENSATION OF THE CEO AND OTHER OFFICERS AND KEY EMPLOYEES. THE COMPENSATION COMMITTEE CONSIDERS MARKET DATA AND ANALYSES ASSEMBLED BY INDEPENDENT COMPENSATION CONSULTANTS. THE COMPENSATION COMMITTEE'S DELIBERATIONS ARE REFLECTED IN ITS MINUTES. FORM 990, PART VI, LINE 19 HPHC, INC. FURNISHES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY TO THE PUBLIC UPON REQUEST. THE STATUTORY FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC VIA THE NATIONAL ASSOCIATION OF INSURANCE COMMISSIONERS WEB SITE. FORM 990, PART VII, SECTION B ATTACHMENT 1 NAME: DELL MARKETING LP/NTT DATA SERVICES LLC DESCRIPTION OF SERVICES: IT CONSULTING AND BUSINESS PROCESS OUTSOURCING FORM 990, PART IX, COLUMN (D) THERE ARE NO EXPENSES FOR FUNDRAISING INCLUDED IN THE INCOME STATEMENT FOR HARVARD PILGRIM HEALTH CARE, INC. ANY COSTS INCURRED WITH THE ADMINISTRATION OF FEDERAL OR PRIVATE GRANTS ARE INCURRED BY THE INSTITUTE. THEY ARE TYPICALLY FUNDED BY THE INDIRECT COST RECOVERIES ON THOSE GRANTS. FORM 990, PART XI, LINE 9 CHANGE IN NON ADMITTED ASSETS 27,816,022 CHANGE IN SURPLUS NOTES (19,466,265) CHANGE IN PRIOR SERVICE COSTS AND RECOGNIZED GAIN FOR POSTRETIREMENT MEDICAL PLAN 4,643,941 ____________ TOTAL $12,993,698 ____________ FORM 990, PART XII, LINE 1 HARVARD PILGRIM HEALTH CARE, INC. FOLLOWS THE STATUTORY ACCOUNTING METHOD PRESCRIBED BY THE NATIONAL ASSOCIATION OF INSURANCE COMMISSIONERS' ACCOUNTING PRACTICES AND PROCEDURES MANUAL FOR STATUTORY ACCOUNTING PRINCIPLES. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARVARD PILGRIM HEALTH CARE INST LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 133 BROOKLINE AVE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943477531 | EIN |
| Primary Activities | RESEARCH | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Total Income | $6,277,323 | TotalIncomeAmt |
| End Of Year Assets | $30,715,061 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HPHCINC | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| HPHC FOUNDATION INC | ||||||||||
| 93 WORCESTER STREET | WELLESLEY | MA | 02481 | 042708004 | COMMUNITY SVC | MA | 501(C) (3) | 11A-I | HPHCINC | Yes (true) |
| HPHC OF NEW ENGLAND INC | ||||||||||
| 93 WORCESTER STREET | WELLESLEY | MA | 02481 | 042663394 | HEALTH INSURA | MA | 501(C) (4) | HPHCINC | Yes (true) | |
| HPHC OF CONNECTICUT | ||||||||||
| 185 ASYLUM STREET | HARTFORD | CT | 06103 | 461681667 | HEALTH INSURA | CT | 501(C) (4) | HPHCINC | Yes (true) | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HPHC INSURANCE COMPANYINC | ||||||||||||
| 93 WORCESTER STREET | WELLESLEY | MA | 024819181 | 043149694 | HEALTH INSURANCE | MA | HPHCINC | C CORP | $778,856,197 | $268,878,309 | 1.00000 | Yes (true) |
| HPHC HOLDING CORPORATION | ||||||||||||
| 93 WORCESTER STREET | WELLESLEY | MA | 024819181 | 043306439 | HOLDING COMPANY | MA | HPHCINC | C CORP | $11,112,627 | $18,045,204 | 1.00000 | Yes (true) |
| PLAN MARKETING INSURANCE AGENCYINC | ||||||||||||
| 1500 W PARK DRIVE STE 330 | WESTBOROUGH | MA | 01581 | 042734281 | BROKERAGE | MA | HEALTH PLANS | C CORP | 1.00000 | Yes (true) | ||
| HPHC INSURANCE AGENCYINC | ||||||||||||
| 93 WORCESTER STREET | WELLESLEY | MA | 024819181 | 043016201 | BROKERAGE | MA | HPHCINC | C CORP | $31,660 | $490,347 | 1.00000 | Yes (true) |
| HEALTH PLANSINC | ||||||||||||
| 1500 W PARK DRIVESTE 330 | WESTBOROUGH | MA | 01581 | 042734278 | TPA | MA | HPHCINC | C CORP | $39,798,350 | $23,115,103 | 1.00000 | Yes (true) |
| CARE MANAGEMENT SERVICESINC | ||||||||||||
| 1500 W PARK DRIVE STE 330 | WESTBOROUGH | MA | 01581 | 043438779 | CARE MANAGEMENT | MA | HEALTH PLANS | C CORP | 1.00000 | Yes (true) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (true) | 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 | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | 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 (17 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| HPHC FOUNDATIONINC | ||
| B | $6,333,505 | CASH |
| HPHC OF NEW ENGLANDINC | ||
| LNOQ | $49,836,215 | ALLOCATION |
| HPHC FOUNDATIONINC | ||
| LNOQ | $793,755 | ALLOCATION |
| HPHC INSURANCE COMPANYINC | ||
| LNOQ | $95,217,068 | ALLOCATION |
| HEALTH PLANSINC | ||
| LNOQ | $3,960,399 | ALLOCATION |
| HPHC OF CONNECTICUT | ||
| LNOQ | $874,337 | ALLOCATION |
| HPHC FOUNDATIONINC | ||
| A(IV) | $51,233 | CONTRACT |
| HEALTH PLANSINC | ||
| A(IV) | $274,441 | CONTRACT |
| HPHC INSURANCE COMPANYINC | ||
| B | $75,000,000 | CASH |
| HPHC FOUNDATIONINC | ||
| D | $165,914 | CONTRACT |
| HEALTH PLANSINC | ||
| D | $541,903 | CONTRACT |
| HPHC INSURANCE COMPANYINC | ||
| E | $4,994,674 | CONTRACT |
| HPHC OF CONNECTICUT | ||
| D | $46,788 | CONTRACT |
| HPHC HOLDING CORPORATION | ||
| B | $1,250,000 | CASH |
| HEALTH PLANS INC | ||
| B | $5,000,000 | CASH |
| HPHC HOLDING CORPORATION | ||
| D | $22,955 | CONTRACT |
| HPHC OF NEW ENGLAND INC | ||
| D | $18,641,261 | CONTRACT |