2025-11-14T14:03:36-06:00 2024-12-31 135565207 KPMG LLP 200 EAST RANDOLPH DRIVE SUITE 5500 CHICAGO IL 606016436 990 2024-01-01 135656874 BLUE CROSS BLUE SHIELD ASSOCIATION BLUE 3122976369 200 E RANDOLPH STREET CHICAGO IL 60601 CHRISTINA FISHER EVP & CFO 3122975760 2025-11-12 1 0 ZELJKO POPOVIC P01795951 3126651000 2025-11-06 2024 2025-03-06 01:10:19Z KIM KECK 200 E RANDOLPH STREET CHICAGO IL 60601 874259991 0 X BCBS.COM X 1948 IL THE ORGANIZATION'S TAX EXEMPT PURPOSE IS PROMOTING THROUGH INDEPENDENT BLUE CROSS AND BLUE SHIELD MEMBER PLANS, THE COMMON GOOD AND GENERAL WELFARE OF THE COMMUNITY BY FOSTERING BROADBASED HEALTH INSURANCE COVERAGE. 34 33 1393 33 3648923 0 0 0 811173913 850864692 5320484 11848611 2629151 -53422 819123548 862659881 2000585 1215062 0 0 273000689 283419637 0 0 0 522974960 566868722 797976234 851503421 21147314 11156460 1126787082 1245975964 809648702 913830869 317138380 332145095 X THE ASSOCIATION SERVES ITS MEMBERSHIP CONSISTING OF INDEPENDENT BLUE CROSS AND BLUE SHIELD MEMBER PLANS THAT OPERATE WITHIN SPECIFIC GEOGRAPHIC SERVICE AREAS. THE ASSOCIATION PROVIDES A VARIETY OF SERVICES TO MEMBER PLANS AND COORDINATES GOVERNMENT SERVICES, SUCH AS THE CONTRACT UNDER THE FEDERAL EMPLOYEE HEALTH BENEFIT PROGRAM (FEP), WHICH IS THE CORE OF THE ORGANIZATION'S EXEMPT PURPOSE OF PROMOTING THE COMMON GOOD AND GENERAL WELFARE OF THE COMMUNITY BY FOSTERING BROADBASED HEALTH INSURANCE COVERAGE. 0 0 358449053 358729957 THE BLUE CROSS AND BLUE SHIELD ASSOCIATION'S FEDERAL EMPLOYEE PROGRAM (FEP) ADMINISTERS THE BLUE CROSS AND BLUE SHIELD SERVICE BENEFIT PLAN. APPROXIMATELY 67.5 PERCENT OF ALL FEDERAL EMPLOYEES AND RETIREES WHO RECEIVED THEIR HEALTH CARE BENEFITS THROUGH THE GOVERNMENT'S FEDERAL EMPLOYEES' HEALTH BENEFITS PROGRAM (FEHBP) ARE MEMBERS OF THE SERVICE BENEFIT PLAN RECEIVING HEALTH COVERAGE THROUGH MEMBER PLANS. THE SERVICE BENEFIT PLAN HAS BEEN PART OF THE FEHBP SINCE ITS INCEPTION IN 1960 AND IS THE LARGEST PLAN IN THE PROGRAM. 2024 WAS ANOTHER STRONG YEAR FOR THE FEP, BLUE CROSS BLUE SHIELD FEP DENTAL AND BLUE CROSS BLUE SHIELD FEP VISION. WE ATTAINED HISTORIC LEVELS OF ACHIEVEMENT ON SEVERAL BUSINESS METRICS: ENROLLMENT OF OVER 5.6 MILLION MEMBERS AND A RECORD 39 PROGRAM SERVICE ACCOMPLISHMENTS, CONSECUTIVE YEARS OF OPEN SEASON ENROLLMENT GROWTH, AND RETENTION REMAINS AT A HIGH-LEVEL OF 99.3 PERCENT. 140806052 1215062 156580905 AS AN ASSOCIATION OF MEMBER PLANS, THE ASSOCIATION (1) COORDINATES ADVERTISING AND COMMUNICATION PROGRAMS, PROVIDING POLICY AND REPRESENTATION OF MEMBER INTERESTS, (2) MONITORS AND FOSTERS THE FINANCIAL STABILITY OF ALL THE PLANS, AND (3) SUPPORTS THE ABILITY OF THE PLANS TO OPERATE EFFICIENTLY BY PROVIDING CONFERENCES, CONSULTING AND MISCELLANEOUS SERVICES TO THE PLANS. 241343912 231206378 THE BLUECARD PROGRAM ENABLES BLUE PLAN MEMBERS TO RECEIVE THE BENEFITS OF THEIR INSURANCE CONTRACTS WHILE TRAVELING OR LIVING IN ANOTHER MEMBER PLAN'S GEOGRAPHIC SERVICE AREA. THROUGH BLUECARD, BLUE PLAN MEMBERS ARE GIVEN SEAMLESS NATIONAL ACCESS TO PHYSICIANS AND HOSPITALS THAT PARTICIPATE IN BLUE NETWORKS. ADDITIONALLY, THE PROGRAM LINKS PARTICIPATING HEALTHCARE PROVIDERS WITH THE INDEPENDENT BLUE CROSS AND BLUE SHIELD PLANS THROUGH A SINGLE ELECTRONIC NETWORK FOR CLAIMS PROCESSING AND REIMBURSEMENT. 84835396 100645107 THE ASSOCIATION PROVIDES OPTIONAL CONSULTING SERVICES AND OTHER MISCELLANEOUS PROJECTS; OPERATION OF THE NATIONAL EMPLOYEE BENEFITS ADMINISTRATION PROGRAM THAT PROVIDES A COMPREHENSIVE GROUP PACKAGE OF EMPLOYEE BENEFITS PROGRAMS TO THE PLANS; A CLOSED PRIVATE, WIDE AREA NETWORK THAT LINKS THE COMPUTER AND INFORMATION RESOURCES OF THE PLANS. 84835396 100645107 825434413 0 0 1 1 0 0 0 1 0 1 1 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 1 0 1 337 0 1 1393 1 1 1 0 0 0 0 0 1 0 X 34 33 1 0 1 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 1 1 IL X CHRISTINA FISHER 3122975760 200 E RANDOLPH STREET CHICAGO IL 60601 KIM KECK PRESIDENT AND CEO 40.00 0.00 X X 6155415 0 2258816 MATT ALL BOARD MEMBER 4.00 0.00 X 0 0 0 CURTIS BARNETT BOARD MEMBER 4.00 0.00 X 0 0 0 GAIL BOUDREAUX BOARD MEMBER 4.00 0.00 X 0 0 0 DAN CONRAD BOARD MEMBER 4.00 0.00 X 0 0 0 GREGORY DEAVENS BOARD MEMBER 4.00 0.00 X 0 0 0 DANA ERICKSON BOARD MEMBER 4.00 0.00 X 0 0 0 PATRICK GERAGHTY BOARD MEMBER 4.00 0.00 X 0 0 0 DIANE GORE BOARD MEMBER 4.00 0.00 X 0 0 0 CORY HARRIS BOARD MEMBER 4.00 0.00 X 0 0 0 JD HICKEY BOARD MEMBER 4.00 0.00 X 0 0 0 DAVID HOLMBERG BOARD MEMBER 4.00 0.00 X 0 0 0 SARAH ISELIN BOARD MEMBER 4.00 0.00 X 0 0 0 PAM KEHALY BOARD MEMBER 4.00 0.00 X 0 0 0 DANIEL LOEPP BOARD MEMBER 4.00 0.00 X 0 0 0 CHARLENE MAHER BOARD MEMBER (END 01/24) 4.00 0.00 X 0 0 0 PAUL MARKOVICH BOARD MEMBER 4.00 0.00 X 0 0 0 MICHAEL MIZEUR BOARD MEMBER 4.00 0.00 X 0 0 0 MARK MUGIISHI BOARD MEMBER 4.00 0.00 X 0 0 0 BRIAN PIENINCK BOARD MEMBER 4.00 0.00 X 0 0 0 M CAROL PIGOTT BOARD MEMBER 4.00 0.00 X 0 0 0 JAMES REED BOARD MEMBER 4.00 0.00 X 0 0 0 JEFFREY ROE BOARD MEMBER 4.00 0.00 X 0 0 0 JEFF RUSSELL BOARD MEMBER 4.00 0.00 X 0 0 0 MARK RUSZCZYK BOARD MEMBER 4.00 0.00 X 0 0 0 TODD SHAMASH BOARD MEMBER 4.00 0.00 X 0 0 0 JARED SHORT BOARD MEMBER 4.00 0.00 X 0 0 0 MAURICE SMITH BOARD MEMBER 4.00 0.00 X 0 0 0 TUNDE SOTUNDE BOARD MEMBER 4.00 0.00 X 0 0 0 GARY ST HILAIRE BOARD MEMBER 4.00 0.00 X 0 0 0 ERIN STUCKY BOARD MEMBER 4.00 0.00 X 0 0 0 DR STEVEN UDVARHELYI BOARD MEMBER (END 05/24) 4.00 0.00 X 0 0 0 TIM VINES BOARD MEMBER 4.00 0.00 X 0 0 0 MARTHA WOFFORD BOARD MEMBER 4.00 0.00 X 0 0 0 BRYAN CAMERLINICK BOARD MEMBER (BEGIN 05/24) 4.00 0.00 X 0 0 0 PAUL ZURLO BOARD MEMBER (BEGIN 01/24) 4.00 0.00 X 0 0 0 JENNIFER VACHON EXECUTIVE VICE PRESIDENT (END 07/24) 40.00 0.00 X 1302007 0 308572 SEAN ROBBINS EXECUTIVE VICE PRESIDENT (END 05/24) 40.00 0.00 X 1284466 0 367412 KARI HEDGES SENIOR VICE PRESIDENT 40.00 0.00 X 848926 0 183406 LACHLAN TIDMARSH SENIOR VICE PRESIDENT 40.00 0.00 X 799235 0 173806 WILLIAM NEHS SENIOR VICE PRESIDENT (END 06/24) 40.00 0.00 X 1455280 0 171868 CHRISTINA FISHER EXECUTIVE VICE PRESIDENT & CFO 40.00 0.00 X 1097094 0 231966 LYNN MERRITT SVP AND CHIEF HR OFFICER 40.00 0.00 X 702731 0 144871 JOHN BANTA VP INVESTMENTS & NEBA 40.00 0.00 X 727853 0 337253 MARK TALLUTO VICE PRESIDENT 40.00 0.00 X 595870 0 111078 CHRISTOPHER LUGO VP & CHIEF INFO SEC OFFICE 40.00 0.00 X 746528 0 159342 DAVID MERRITT SVP POLICY AND ADVOCACY 40.00 0.00 X 764500 0 134594 DAVID YODER SVP FEDERAL EMPLOYEE PROGR 40.00 0.00 X 674882 0 141375 RICHARD CULLEN VICE PRESIDENT 40.00 0.00 X 414046 0 96914 KELLY WILLIAMS VICE PRESIDENT (END 06/24) 40.00 0.00 X 847644 0 68071 KRIS HALTMEYER VICE PRESIDENT 40.00 0.00 X 555227 0 108851 KEYSHA BROOKS-COLEY VICE PRESIDENT ADVOCACY 40.00 0.00 X 458576 0 58662 ERIN BARNEY VICE PRESIDENT 40.00 0.00 X 522621 0 130613 ERIC WILKERSON VP STRATEGY PSHIP & DEV (END 01/24) 40.00 0.00 X 434987 0 56800 MELISSA MASIELLO ROTUNNO VICE PRESIDENT 40.00 0.00 X 448813 0 95207 KATIE MCBREEN VICE PRESIDENT 40.00 0.00 X 462079 0 107699 JOHN JOYCE JR VICE PRESIDENT (END 04/24) 40.00 0.00 X 398086 0 71140 REBECCA D'AMICO VICE PRESIDENT 40.00 0.00 X 491762 0 67397 ANSHUMAN CHOUDHRI VICE PRESIDENT 40.00 0.00 X 428079 0 67827 BRAD LUBRANT VICE PRESIDENT 40.00 0.00 X 422138 0 96012 SONDRA IMPERATI VICE PRESIDENT (END 08/24) 40.00 0.00 X 411824 0 59631 BRIAN BAUER VP APP. SOLUTIONS 40.00 0.00 X 490842 0 88758 RAZIA HASHMI VICE PRESIDENT 40.00 0.00 X 471027 0 41168 KRISTIN PENG CHIEF OPER OFFICER (BEGIN 07/24) 40.00 0.00 X 543674 0 20890 MONICA AUCIELLO CHIEF LEGAL OFFICER (BEGIN 04/24) 40.00 0.00 X 445700 0 127022 KATHY PARO VP STRAT & PSHIPS (BEGIN 01/24) 40.00 0.00 X 346436 0 13575 ROBIN SANDERS VP LITIGATION & RISK (BEGIN 06/24) 40.00 0.00 X 369579 0 32839 VANESSA HATCH VP FEP CLINICAL OPS (BEGIN 02/24) 40.00 0.00 X 329896 0 46423 CATHERINE BENTLEY VP STRATEGIC OPER (BEGIN 08/24) 40.00 0.00 X 211845 0 8736 DEIDRA JACKSON VP FEP PROD MARKETING (BEGIN 07/24) 40.00 0.00 X 140604 0 11232 DENISE SCHOFIELD ED DATA STRATEGY 40.00 0.00 X 374207 0 36486 PATRICIA TAYLOR ED IT INFO ENTERPRISE ARCHITECTURE 40.00 0.00 X 365113 0 21221 JAMES BARKACH ED STRATEGIC SRVCS GROUP PURCHASING 40.00 0.00 X 352749 0 45050 SUSAN SOMMER COO, SYNERGIE MEDICATION COLLECTIVE 40.00 0.00 X 369594 0 44990 DARIN ROTHERT ED FEP PROGRAM INTEGRITY 40.00 0.00 X 339040 0 43648 ADAM MYERS FORMER SENIOR VP & CCTO 0.00 0.00 X 121100 0 52903 ANURAG VOLETI FORMER VICE PRESIDENT 0.00 0.00 X 320518 0 65071 REED MELTON FORMER VICE PRESIDENT 0.00 0.00 X 521852 0 35199 29564445 0 6544394 1106 1 1 0 COGNIZANT TECHNOLOGY SOLUTIONS US CORP 300 FRANK W BURR BLVD SUITE 36 6TH TEANECK NJ 07666 INFORMATION TECHNOLOGY 44416828 UST GLOBAL INC 5 POLARIS WAY ALISO VIEJO CA 92656 INFORMATION TECHNOLOGY 43822180 CRAVATH SWAINE & MOORE LLP WORLD WIDE PLACE 825 EIGTH AVE NEW YORK NY 10019 LEGAL SERVICES 37049846 INFOSYS PUBLIC HEALTH SERVICES INC 800 KING FARM BLVD STE 505 ROCKVILLE MD 20850 BUSINESS CONSULTING 19595591 BEELINE SETTLEMENT COMPANY 12724 GRAN BAY PKWY WEST STE 200 JACKSONVILLE FL 32258 TECHNICAL CONSULTING SERVICES 18793013 159 FEDERAL EMPLOYEE PRGM 900099 358729957 358729957 NATIONAL PROGRAMS 900099 231206378 231206378 OTHER SERVICES 900099 160283250 156580905 3702345 FEE FOR SERVICES 900099 68051310 68051310 BLUESNET 900099 20425521 20425521 12168276 12168276 850864692 9296120 9296120 12559218 1593383 10003023 1597087 2556195 -3704 2552491 2552491 K-1 INCOME -53422 -53422 -53422 862659881 847162347 3648923 11848611 X 1215062 1215062 34137837 31993303 2144534 165302 165302 197848270 187516237 10332033 12699983 12699983 23364665 21381812 1982853 15203580 14652085 551495 56638238 56608042 30196 1289662 1289662 3547168 3547168 311277339 306244789 5032550 16438696 16438696 9038975 8905307 133668 105788962 103464978 2323984 9782470 9507133 275337 7625482 6774608 850874 4893720 4261935 631785 25934814 25496948 437866 6867670 6727117 140553 MEMBERSHIP & SPONSORSHI 3848060 3670854 177206 CONTRIBUTIONS - GENERAL 2525753 2525753 BOOKS & PERIODICALS 761422 753723 7699 OTHER 610291 -240782 851073 851503421 825434413 26069008 0 1185830 1066020 574830383 697591944 123271577 87076784 33843481 32744668 108235053 59872933 52088663 48362120 142891075 164032375 62045022 95127319 136631051 119974734 1126787082 1245975964 252808106 179884079 1010292 3928629 471483162 645289307 84347142 84728854 809648702 913830869 X 317138380 332145095 317138380 332145095 1126787082 1245975964 X 11156460 2229346 1620909 X 0 1 X 1 0 968610 350000 350000 1 DEMOCRATIC GOVERNORS ASSOCIATION 1401 K STREET NW WASHINGTON DC 20005 521304889 150000 REPUBLICAN GOVERNORS ASSOCIATION 1747 PENNSYLVANIA AVE WASHINGTON DC 20006 113655877 150000 REPUBLICAN ATTORNEYS GENERAL ASSOCIATION 1747 PENNSYLVANIA AVE WASHINGTON DC 20006 464501717 25000 DEMOCRATIC ATTORNEYS GENERAL ASSOCIATION 1580 LINCOLN ST DENVER CO 80203 134220019 25000 0 0 0 102000000 7718656 7718656 7718656 PART I-A, LINE 1: THE AMOUNT OF DIRECTLY EXPENDED BY THE FILING ORG FOR SECTION 527 EXEMPT FUNCTION ACTIVITIES AND THE FILING ORG FUNDS CONTRIBUTED TO OTHER ORGS FOR SECTION 527 EXEMPT FUNCTION ACTIVITIES. 0 1 X 34507904 2422332 32085572 66493830 54755049 11738781 7233319 2695552 4537767 48362120 NON-PUBLIC MUTUAL FUNDS 26459353 C EXCHANGE TRADED FUNDS 122517183 C INVEST. IN AFFILIATES >5% 14844839 C 206,839 COMMON, BCS INSR. CORP. 211000 C 164032375 RIGHT OF USE ASSET 45777501 POST RETIREMENT ASSETS 45663033 NOTE RECEIVABLE 12544274 INVESTMENT - BCBSI 13344165 LT PREPAID EXPENSES 1698432 COMPUTER SOFTWARE 945366 OTHER ASSETS 1963 119974734 LONG-TERM LEASE LIABILITY 78547821 LONG-TERM LEASE INCENTIVES 4454748 SHORT TERM LEASE LIABILITY 1526552 RETENTION BENEFIT 199733 84728854 X PART IV, LINE 2B: ESCROW & CUSTODIAL ARRANGEMENTS. THE ASSOCIATION HOLDS FUNDS AS AGENT FOR ITS MEMBER PLANS UNDER ARRANGEMENTS COVERING ITS BLUE CARD AND FEDERAL EMPLOYEE PROGRAMS. PART X, LINE 2: FIN 48 (ASC 740) FOOTNOTE. THE ASSOCIATION RECORDS UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH FASB ASC 740 INCOME TAXES ON THE BASIS OF A TWO-STEP PROCESS IN WHICH (1) IT DETERMINES WHETHER IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON THE BASIS OF THE TECHNICAL MERITS OF THE POSITION AND (2) FOR THOSE TAX POSITIONS THAT MEET THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD, IT RECOGNIZES THE LARGEST AMOUNT OF TAX BENEFIT THAT IS MORE THAN 50 PERCENT LIKELY TO BE REALIZED UPON ULTIMATE SETTLEMENT WITH THE RELATED TAX AUTHORITY. THE ASSOCIATION DOES NOT BELIEVE THERE ARE ANY UNCERTAIN TAX POSITIONS THAT SHOULD BE RECORDED WITHIN THE CONSOLIDATED FINANCIAL STATEMENTS AS OF DECEMBER 31, 2024 OR 2023. NO INTEREST OR PENALTIES WERE RECORDED OR INCLUDED WITHIN THE CONSOLIDATED STATEMENTS OF ACTIVITIES FOR THE YEARS ENDED DECEMBER 31, 2024, OR 2023. AS OF DECEMBER 31, 2024, THE ASSOCIATION IS OPEN TO EXAMINATION BY TAXING AUTHORITIES FOR TAX YEARS 2021 AND FORWARD. 1 BOYS & GIRLS CLUB 1275 PEACHTREE ST NE ATLANTA GA 30309 135562976 501(C)(3) 550000 0 GENERAL SUPPORT AMERICAN ACTION FORUM 1747 PENNSLYVANIA AV NW STE 5 WASHINGTON DC 20006 270567765 501(C)(3) 50000 0 GENERAL SUPPORT ALLIANCE TO FIGHT THE FORTY (AKA ALLIANCE TO FIGHT FOR HEALTH CARE) 1501 M ST NW ST 600 WASHINGTON DC 20005 811362774 501(C)(3) 150000 0 GENERAL SUPPORT THE FOUNDATION OF RESEARCH ON EQUAL OPPORTUNITY (FREOPP) 201 W 5TH ST STE 1100 AUSTIN TX 78701 812699310 501(C)(3) 50000 0 GENERAL SUPPORT GARDENEERS 3414 W ROOSEVELT RD FL 2 CHICAGO IL 60624 464651665 501(C)(3) 15000 0 GENERAL SUPPORT MARCH OF DIMES 1550 CRYSTAL DR STE 1300 ARLINGTON VA 22202 131846366 501(C)(3) 50000 0 GENERAL SUPPORT BLESSINGS IN A BACKPACK 4121 SHELBYVILLE ROAD LOUISVILLE KY 40207 261964620 501(C)(3) 28000 0 GENERAL SUPPORT UNION LEAGUE BOYS AND GIRLS CLUB 65 W JACKSON BLVD CHICAGO IL 60604 362167939 501(C)(3) 20000 0 GENERAL SUPPORT CRADLES TO CRAYONS 281 NEWTONVILLE AVE NEWTONVILLE MA 02460 043584367 501(C)(3) 12500 0 GENERAL SUPPORT YMCA 1030 W VAN BUREN ST CHICAGO IL 60607 362179782 501(C)(3) 10000 0 GENERAL SUPPORT ESCALENT PO BOX 315 ESCALANTE UT 84726 870623440 501(C)(3) 13000 0 GENERAL SUPPORT NAACP 4805 MOUNT HOPE DRIVE BALTIMORE MD 21212 384108034 501(C)(4) 100000 0 GENERAL SUPPORT SANDY HOOK PROMISE FOUNDATION 5 COMMERCE ROAD 3489 NEWTOWN CT 06470 461657101 501(C)(3) 10000 0 GENERAL SUPPORT HOPE FOR THE WARRIORS 8003 FORBES PLACE STE 320 SPRINGFIELD VA 221512215 205182295 501(C)(3) 5562 0 GENERAL SUPPORT KEEP AMERICANS COVERED 1341 G ST NW SUITE 1100 WASHINGTON DC 20036 994276475 501(C)(4) 50000 0 GENERAL SUPPORT BLUE CROSS AND BLUE SHIELD FOUNDATION ON HEALTH CARE 200 E RANDOLPH ST CHICAGO IL 60601 237164980 501(C)(3) 100000 0 GENERAL SUPPORT 14 2 PART I, LINE 2: THE ASSOCIATION'S MANAGEMENT SELECTS ORGANIZATIONS THAT FURTHER THE ASSOCIATION'S TAX-EXEMPT PURPOSE OF PROMOTING, THROUGH INDEPENDENT BLUE CROSS BLUE SHIELD MEMBER PLANS, THE COMMON GOOD AND GENERAL WELFARE OF THE COMMUNITY, INCLUDING FOSTERING BROAD-BASED HEALTH INSURANCE COVERAGE. THE ASSOCIATION'S MANAGEMENT IDENTIFIES ORGANIZATIONS ON A DISCRETIONARY BASIS AND CONFIRMS WITH ALL RECIPIENTS THAT CONTRIBUTIONS ARE EXPENDED. THE ASSOCIATION'S MANAGEMENT DOES NOT MAKE RESTRICTIVE GRANTS. X X X 1 1 X X X X X X 1 1 0 0 0 0 0 1 0 KIM KECK PRESIDENT AND CEO 1555062 0 4392400 0 207953 0 2227277 0 31539 0 8414231 0 1436400 0 SEAN ROBBINS EXECUTIVE VICE PRESIDENT (END 05/24) 310304 0 972724 0 1438 0 349860 0 17552 0 1651878 0 484524 0 WILLIAM NEHS SENIOR VICE PRESIDENT (END 06/24) 310007 0 559308 0 585965 0 155860 0 16008 0 1627148 0 315508 0 JENNIFER VACHON EXECUTIVE VICE PRESIDENT (END 07/24) 442521 0 1038402 0 -178916 0 268095 0 40477 0 1610579 0 559202 0 CHRISTINA FISHER EXECUTIVE VICE PRESIDENT & CFO 589315 0 504445 0 3334 0 214715 0 17251 0 1329060 0 144545 0 JOHN BANTA VP INVESTMENTS & NEBA 352020 0 366600 0 9233 0 297970 0 39283 0 1065106 0 241100 0 KARI HEDGES SENIOR VICE PRESIDENT 494845 0 351489 0 2592 0 132503 0 50903 0 1032332 0 113289 0 LACHLAN TIDMARSH SENIOR VICE PRESIDENT 461131 0 333620 0 4484 0 130554 0 43252 0 973041 0 112320 0 KELLY WILLIAMS VICE PRESIDENT (END 06/24) 156371 0 376338 0 314935 0 58415 0 9656 0 915715 0 143738 0 CHRISTOPHER LUGO VP & CHIEF INFO SEC OFFICE 445877 0 298200 0 2451 0 148495 0 10847 0 905870 0 0 0 DAVID MERRITT SVP POLICY AND ADVOCACY 523943 0 240000 0 557 0 133876 0 718 0 899094 0 0 0 LYNN MERRITT SVP AND CHIEF HR OFFICER 461513 0 240500 0 718 0 140164 0 4707 0 847602 0 0 0 DAVID YODER SVP FEDERAL EMPLOYEE PROGR 414174 0 254707 0 6001 0 101773 0 39602 0 816257 0 62207 0 MARK TALLUTO VICE PRESIDENT 384808 0 203703 0 7359 0 68148 0 42930 0 706948 0 54503 0 KRIS HALTMEYER VICE PRESIDENT 368179 0 184355 0 2693 0 72386 0 36465 0 664078 0 55655 0 ERIN BARNEY VICE PRESIDENT 366283 0 154300 0 2038 0 91295 0 39318 0 653234 0 0 0 BRIAN BAUER VP APP. SOLUTIONS 328004 0 161000 0 1838 0 47516 0 41242 0 579600 0 0 0 MONICA AUCIELLO CHIEF LEGAL OFFICER (BEGIN 04/24) 359572 0 85000 0 1128 0 100152 0 26870 0 572722 0 0 0 KATIE MCBREEN VICE PRESIDENT 297526 0 164313 0 240 0 65328 0 42371 0 569778 0 38213 0 KRISTIN PENG CHIEF OPER OFFICER (BEGIN 07/24) 318572 0 225000 0 102 0 0 0 20890 0 564564 0 0 0 REBECCA D'AMICO VICE PRESIDENT 340180 0 151366 0 216 0 56947 0 10450 0 559159 0 29266 0 REED MELTON FORMER VICE PRESIDENT 345019 0 178091 0 -1258 0 35199 0 0 0 557051 0 77891 0 MELISSA MASIELLO ROTUNNO VICE PRESIDENT 300036 0 147408 0 1369 0 55435 0 39772 0 544020 0 42308 0 BRAD LUBRANT VICE PRESIDENT 277375 0 140294 0 4469 0 55684 0 40328 0 518150 0 40194 0 KEYSHA BROOKS-COLEY VICE PRESIDENT ADVOCACY 316586 0 140987 0 1003 0 58223 0 439 0 517238 0 31387 0 RAZIA HASHMI VICE PRESIDENT 417743 0 51700 0 1584 0 40598 0 570 0 512195 0 0 0 RICHARD CULLEN VICE PRESIDENT 301813 0 106700 0 5533 0 61881 0 35033 0 510960 0 0 0 ANSHUMAN CHOUDHRI VICE PRESIDENT 296200 0 130324 0 1555 0 51889 0 15938 0 495906 0 32324 0 ERIC WILKERSON VP STRATEGY PSHIP & DEV (END 01/24) 40386 0 212120 0 182481 0 55046 0 1754 0 491787 0 89520 0 SONDRA IMPERATI VICE PRESIDENT (END 08/24) 185698 0 85544 0 140582 0 40590 0 19041 0 471455 0 17244 0 JOHN JOYCE JR VICE PRESIDENT (END 04/24) 107968 0 204572 0 85546 0 49775 0 21365 0 469226 0 98172 0 SUSAN SOMMER COO, SYNERGIE MEDICATION COLLECTIVE 368132 0 0 0 1462 0 16966 0 28024 0 414584 0 0 0 DENISE SCHOFIELD ED DATA STRATEGY 280475 0 72200 0 21532 0 11720 0 24766 0 410693 0 0 0 ROBIN SANDERS VP LITIGATION & RISK (BEGIN 06/24) 280750 0 88100 0 729 0 31935 0 904 0 402418 0 0 0 JAMES BARKACH ED STRATEGIC SRVCS GROUP PURCHASING 281770 0 66500 0 4479 0 17250 0 27800 0 397799 0 0 0 PATRICIA TAYLOR ED IT INFO ENTERPRISE ARCHITECTURE 267869 0 69800 0 27444 0 13471 0 7750 0 386334 0 0 0 ANURAG VOLETI FORMER VICE PRESIDENT 181341 0 139177 0 0 0 65071 0 0 0 385589 0 37377 0 DARIN ROTHERT ED FEP PROGRAM INTEGRITY 244374 0 65100 0 29566 0 16552 0 27096 0 382688 0 0 0 VANESSA HATCH VP FEP CLINICAL OPS (BEGIN 02/24) 261407 0 63000 0 5489 0 33491 0 12932 0 376319 0 0 0 KATHY PARO VP STRAT & PSHIPS (BEGIN 01/24) 307657 0 37500 0 1279 0 9974 0 3601 0 360011 0 0 0 CATHERINE BENTLEY VP STRATEGIC OPER (BEGIN 08/24) 119279 0 92500 0 66 0 5325 0 3411 0 220581 0 0 0 ADAM MYERS FORMER SENIOR VP & CCTO 0 0 121100 0 0 0 52903 0 0 0 174003 0 0 0 DEIDRA JACKSON VP FEP PROD MARKETING (BEGIN 07/24) 140327 0 0 0 277 0 5209 0 6023 0 151836 0 0 0 PART I, LINE 1A AS AN ORGANIZATION SERVING A SYSTEM OF LOCALLY BASED INDEPENDENT PLANS OFFERING HEALTH INSURANCE IN ALL 50 STATES, DC AND PUERTO RICO, THE ASSOCIATION'S OFFICERS ARE EXPECTED TO MAINTAIN AN UNUSUALLY DEMANDING TRAVEL SCHEDULE. A COMMITTEE OF THE ASSOCIATION'S BOARD COMPRISED OF INDEPENDENT PLAN EXECUTIVES HAS ESTABLISHED CEO TRAVEL POLICIES DESIGNED TO ASSURE THE ORGANIZATION IS ABLE TO MEET THE CEO'S TRAVEL COMMITMENTS, INCLUDING TRAVEL TO UNDERSERVED REGIONAL DESTINATIONS. THESE POLICIES INCLUDE THE USE OF CHARTER AIRCRAFT AND FIRST CLASS TRAVEL ON SCHEDULED COMMERCIAL FLIGHTS UNDER CERTAIN LIMITED CIRCUMSTANCES. THE ASSOCIATION HAS DESIGNED A COMPREHENSIVE FINANCIAL AND SERVICE RELOCATION PROGRAM TO ASSIST RELOCATING EMPLOYEES AND NEW HIRES WITH THE RELOCATION PROCESS. THE ASSOCIATION MAY PROVIDE A TAX GROSS UP ON ALL OR PART OF A RELOCATING EMPLOYEE'S TAXABLE RELOCATION EXPENSES IN ORDER TO ASSIST THE RELOCATING EMPLOYEE OR NEW HIRE FOR NEGATIVE TAX CONSEQUENCES DUE TO TAXATION OF RELOCATION EXPENSE REIMBURSEMENTS. THE EXPENSES ARE REIMBURSED AND INCLUDED IN TAXABLE COMPENSATION, IF APPLICABLE, IN ACCORDANCE WITH THE ASSOCIATION'S POLICY. TO FACILITATE BUSINESS MEETINGS WITH VISITING PLAN OFFICIALS AND OTHERS, AND TO FOSTER SOCIAL INTERACTION SERVING THE INTERESTS OF THE ASSOCIATION AND TO FOSTER THEIR GOOD HEALTH, THE ASSOCIATION REIMBURSES A LUNCHEON CLUB MEMBERSHIP FOR OFFICERS. THE EXPENSES ARE REIMBURSED AND INCLUDED IN TAXABLE COMPENSATION, IF APPLICABLE, IN ACCORDANCE WITH THE ASSOCIATION'S POLICY. PART I, LINE 3 THE COMPENSATION OF THE CEO AND THE CONTINUED RETENTION OF THAT PROFESSIONAL'S SERVICES ARE APPROVED EACH YEAR BY A COMMITTEE OF THE ASSOCIATION'S BOARD COMPRISED OF INDEPENDENT PLAN EXECUTIVES. THAT COMMITTEE ACTS AFTER DELIBERATIONS BASED UPON ADVICE FROM A QUALIFIED INDEPENDENT COMPENSATION CONSULTING FIRM. THE CONSULTANT'S ADVICE AND THOSE DELIBERATIONS INCLUDE A REVIEW OF THE RESULTS OF THE INDEPENDENT CONSULTANT'S RESEARCH REGARDING COMPENSATION PAID BY OTHER ORGANIZATIONS FOR OFFICERS SERVING IN CAPACITIES COMPARABLE TO THAT OF THE ASSOCIATION'S CEO. EACH YEAR THIS COMMITTEE'S DECISIONS ARE REPORTED TO THE FULL BOARD DURING A REGULARLY SCHEDULED MEETING. THE BOARD DELIBERATES ON BOTH MATTERS. EXTENSION OF THE PERIOD OF THE CEO'S SERVICE REQUIRES ACTION BY THE FULL BOARD. THE COMPENSATION DETERMINATIONS OF THE COMMITTEE STAND APPROVED UNLESS THE BOARD EXERCISES ITS INHERENT PREROGATIVE TO MODIFY THE COMMITTEE'S COMPENSATION DECISIONS. THE SAME COMMITTEE OF INDEPENDENT PLAN EXECUTIVES ANNUALLY RECEIVES THE CEO'S RECOMMENDATIONS REGARDING THE COMPENSATION TO BE PAID TO THE OFFICERS. AS WITH THE CEO'S COMPENSATION, THE DELIBERATIONS OF THIS COMMITTEE AND ITS DECISIONS TO APPROVE OR MODIFY. THE CEO'S COMPENSATION ARE BASED UPON THE RESULTS OF AN INDEPENDENT CONSULTANT'S MARKET RESEARCH REGARDING COMPARABLE OFFICER PAY AND THE INDEPENDENT CONSULTANT'S ADVICE. PART I, LINES 4A-B FORM 990, SCHEDULE J, PART I, LINE 4A: FOUR OFFICERS RECEIVED SEVERANCE PAY DURING 2024: WILLIAM NEHS - $584,100 KELLY WILLIAMS - $314,419 ERIC WILKERSON - $182,402 SONDRA IMPERATI - $139,907 FORM 990, SCHEDULE J, PART I, LINE 4B: THE FOLLOWING INDIVIDUALS RECEIVED A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) PAYMENT: JENNIFER VACHON - $-180,830 REED MELTON - $-1,258 JOHN JOYCE JR. - $85,059 THE FOLLOWING INDIVIDUAL PARTICIPATES IN THE ORGANIZATION'S 457(F) PLAN. TOTAL CONTRIBUTIONS TO THE PLAN FOR THE YEAR ENDED DECEMBER 31, 2024 ARE AS FOLLOWS: KIM KECK - $195,900 AMOUNTS INCLUDED IN INCOME FOR THIS PLAN FOR THE YEAR ENDED DECEMBER 31, 2024, WERE AS FOLLOWS: KIM KECK - $190,500 PART I, LINE 7 THE ASSOCIATION MAINTAINS AN ASSOCIATION WIDE ANNUAL PERFORMANCE BONUS PROGRAM THAT ASSURES A PORTION OF EMPLOYEE'S ANNUAL COMPENSATION IS CONTINGENT UPON THE ATTAINMENT OF PREAPPROVED ORGANIZATIONAL PERFORMANCE GOALS, AS WEIGHTED BY THE PERFORMANCE MEASUREMENT PROCESS THAT EVALUATES EACH INDIVIDUAL EMPLOYEES'S EFFORTS. OFFICERS, LIKE ALL EMPLOYEES, ARE ELIGIBLE TO PARTICIPATE IN THIS PROGRAM. THE PERFORMANCE GOALS AND THE BUDGET FOR THIS BONUS PROGRAM ARE APPROVED EACH YEAR BY THE ASSOCIATION'S BOARD BASED UPON RECOMMENDATIONS FROM A BOARD COMMITTEE CONSISTING OF INDEPENDENT PLAN EXECUTIVES. MOREOVER, THE PERFORMANCE ASSESSMENT JUDGMENTS AND THE APPROVAL OF ACTUAL PAYOUTS REQUIRE APPROVAL BY THAT COMMITTEE. THE CEO, ALL OFFICERS AND AN EXECUTIVE DIRECTOR PARTICIPATE IN SEPARATE LONG TERM INCENTIVE BONUS PROGRAMS. AS WITH THE REGULAR PERFORMANCE BONUS PROGRAMS, PAYOUTS UNDER THESE LONG-TERM INCENTIVE PROGRAMS REFLECT THE EXTENT TO WHICH PREESTABLISHED PERFORMANCE GOALS ARE REACHED. HOWEVER, UNLIKE THE ANNUAL PERFORMANCE BONUS PROGRAM, THE LONG-TERM INCENTIVE PROGRAMS OPERATE ON A MULTIYEAR BASIS THAT LOOKS BEYOND THE IMMEDIATE YEAR. UNDER THE OFFICERS' PROGRAM, THE GOALS AND THE RESULTING PAYOUT AMOUNTS ARE ALL APPROVED BY THE SAME COMMITTEE'S DELIBERATIONS REGARDING THE ESTABLISHMENT OF THE PROGRAM CYCLE TO ENSURE THAT INCENTIVE PERFORMANCE MEASUREMENTS AND THE ASSESSMENT OF THE ACHIEVEMENT OF THOSE BOARD COMMITTEE GOALS DESCRIBED ABOVE ARE REPORTED TO THE FULL BOARD. THE SELECTION OF THE PERFORMANCE FACTORS AND ASSESSMENT OF PERFORMANCE ALL INCLUDE CONSULTATION AND RECOMMENDATION FROM A QUALIFIED INDEPENDENT COMPENSATION CONSULTANT BASED UPON A MARKET STUDY OF COMPARABLE PROGRAMS FOR COMPARABLE EXECUTIVES. UNDER THE EXECUTIVE DIRECTOR'S PROGRAM, THE PERFORMANCE MEASUREMENT IS BASED ON THE PERFORMANCE OF SPECIFIED INVESTMENTS. N PARKER FORMER OFFICER 165302 EMPLOYEES SALARY 0 FORM 990, PART VI, SECTION A, LINE 2 VARIOUS ASSOCIATION BOARD MEMBERS (DIRECTORS) ALSO SIT ON THE BOARD OF BLUE CROSS BLUE SHIELD ASSOCIATION AFFILIATES. FORM 990, PART VI, SECTION A, LINE 4 THE ASSOCIATION AMENDED ITS BYLAWS IN JUNE 2024 TO: (I) REMOVE THE PROVISION FOR ASSOCIATE MEMBERSHIP, (II) REFLECT A CHANGE THAT THE ASSOCIATION, INSTEAD OF THE BOARD, SHALL HAVE THE AUTHORITY TO APPROPRIATE AND DISBURSE FUNDS IN ACCORDANCE WITH A BUDGET APPROVED BY THE BOARD, (III) REMOVE REFERENCE TO THE BOARD DESIGNATING THE PLACE OF IT ANNUAL MEETING, (IV) REMOVE REFERENCE TO THE ASSOCIATION CHIEF EXECUTIVE OFFICER SEEKING THE ADVICE AND CONSENT OF THE ORGANIZATION AND GOVERNANCE COMMITTEE TO APPOINT OFFICERS OF THE ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 6 THE ASSOCIATION HAS THIRTY-THREE (33) INDEPENDENT HEALTH CARE PLAN LICENSEES OPERATING IN SPECIFIED DOMESTIC SERVICE AREAS. ALL HEALTH CARE PLAN LICENSEES ARE ASSOCIATION MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A EACH PRIMARY LICENSEE MEMBER PLAN, BY THE AUTHORITY OF THEIR INDIVIDUAL GOVERNING DOCUMENTS, SELECT THE CEO OF THEIR RESPECTIVE COMPANIES TO SERVE AS A MEMBER OF THE ASSOCIATION'S BOARD. FORM 990, PART VI, SECTION A, LINE 7B CERTAIN GOVERNING DECISIONS, SUCH AS BYLAW AMENDMENTS, REQUIRE ACTION BY BOTH THE ASSOCIATION'S BOARD AND ITS MEMBER PLANS. FORM 990, PART VI, SECTION B, LINE 11B IN GENERAL, FORM 990 CONTENT AND SOURCES OF INFORMATION ARE REVIEWED BY SUBJECT MATTER EXPERTS INCLUDING, BUT NOT LIMITED TO, INTERNAL AND EXTERNAL TAX (KPMG) AND ACCOUNTING PROFESSIONALS AND INTERNAL LEGAL PERSONNEL. FINALIZING THE RETURN DRAFT CONSISTS OF DISCUSSIONS BETWEEN FINANCE OFFICERS AND FINANCE MANAGERS REGARDING THE NUMERIC RESULTS AND WRITTEN RESPONSES TO SELECT RETURN QUESTIONS. UPON INTERNAL AGREEMENT AS TO THE FORM AND CONTENT, AN ELECTRONIC DRAFT 990 IS SENT TO THE ASSOCIATION'S BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ASSOCIATION MAINTAINS A COMPREHENSIVE CODE OF CONDUCT AND COMPLIANCE PROGRAM APPLICABLE TO ALL EMPLOYEES AND OFFICERS. IN ADDITION, ALL EMPLOYEES, OFFICERS, AND BOARD MEMBERS ARE REQUIRED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST FORM. THE ASSOCIATION'S ETHICS AND COMPLIANCE OFFICIAL IS CHARGED WITH INVESTIGATING ANY ALLEGATIONS OF NONCOMPLIANCE WITH THE CODE OF CONDUCT, INCLUDING ANY COMPLAINTS REPORTED THROUGH THE ANONYMOUS HOTLINE MAINTAINED THROUGH AN INDEPENDENT ORGANIZATION. THE RESULTS OF THE COMPLIANCE PROGRAM'S EFFECTIVENESS ARE REPORTED TO THE FINANCIAL AND AUDIT COMMITTEE OF THE BOARD OF DIRECTORS ON AN ANNUAL BASIS. FAILURE TO ADHERE TO THE CODE OF CONDUCT MAY RESULT IN DISCIPLINARY ACTION, UP TO AND INCLUDING RECUSAL AND/OR TERMINATION OF EMPLOYMENT. CONSISTENT WITH THE PRINCIPLES OF DISCLOSURE, THE DUTY OF LOYALTY AND GOOD GOVERNANCE PRACTICES, BOARD, COMMITTEE, AND SUBCOMMITTEE MEMBERS SHOULD RECUSE THEMSELVES FROM VOTING ON RESOLUTIONS NAMING THE MEMBER PLAN EMPLOYING THEM, AND THEY SHOULD ALSO NOT PARTICIPATE IN BOARD, COMMITTEE, OR SUBCOMMITTEE DELIBERATIONS ON SUCH RESOLUTIONS UNLESS REQUESTED BY THE DELIBERATING BODY. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE CEO AND THE CONTINUED RETENTION OF THAT PROFESSIONAL'S SERVICES ARE APPROVED EACH YEAR BY A COMMITTEE OF THE ASSOCIATION'S BOARD COMPRISED OF INDEPENDENT PLAN EXECUTIVES. THAT COMMITTEE ACTS AFTER DELIBERATIONS BASED UPON ADVICE FROM A QUALIFIED INDEPENDENT COMPENSATION CONSULTING FIRM. THE CONSULTANT'S ADVICE AND THOSE DELIBERATIONS INCLUDE A REVIEW OF THE RESULTS OF THE INDEPENDENT CONSULTANT'S RESEARCH REGARDING COMPENSATION PAID BY OTHER ORGANIZATIONS FOR SERVING IN CAPACITIES COMPARABLE TO THAT OF THE ASSOCIATION'S CEO. EACH YEAR THIS COMMITTEE'S DECISIONS ARE REPORTED TO THE FULL BOARD DURING A REGULARLY SCHEDULED MEETING. THE BOARD DELIBERATES ON BOTH MATTERS. EXTENSION OF THE PERIOD OF THE CEO'S SERVICE REQUIRES ACTION BY THE FULL BOARD. THE COMPENSATION DETERMINATIONS OF THE COMMITTEE STAND APPROVED UNLESS THE BOARD EXERCISES ITS INHERENT PREROGATIVE TO MODIFY THE COMMITTEE'S COMPENSATION DECISIONS. THE SAME COMMITTEE OF INDEPENDENT PLAN EXECUTIVES ANNUALLY RECEIVES THE CEO'S RECOMMENDATIONS REGARDING THE COMPENSATION TO BE PAID TO THE OFFICERS. AS WITH THE CEO'S COMPENSATION, THE DELIBERATIONS OF THIS COMMITTEE AND ITS DECISIONS TO APPROVE OR MODIFY THE CEO'S RECOMMENDATION ARE BASED UPON THE RESULTS OF AN INDEPENDENT CONSULTANT'S MARKET RESEARCH REGARDING COMPARABLE OFFICER PAY AND THE INDEPENDENT CONSULTANT'S ADVICE. THE ASSOCIATION MAINTAINS CORPORATE RECORDS REFLECTING THE APPROVAL OF THE COMPENSATION METHODOLOGY APPLICABLE TO ALL ASSOCIATION PERSONNEL. FORM 990, PART VI, SECTION C, LINE 19 THE ASSOCIATION COMPLIES WITH ALL APPLICABLE PUBLIC DISCLOSURE REQUIREMENTS. THUS, FOR EXAMPLE, MEMBERS OF THE PUBLIC MAY REQUEST AN OPPORTUNITY TO REVIEW THE ASSOCIATION'S FORM 990 OR TO MAKE A COPY BY SENDING A WRITTEN REQUEST OR APPEARING IN PERSON AT ITS PRINCIPAL OFFICE OR ANY OF ITS OTHER LOCATIONS. THE ASSOCIATION'S FAVORABLE DETERMINATION LETTER REGARDING ITS TAX-EXEMPT STATUS AND MATERIALS COMPRISING ITS EXEMPTION APPLICATION ARE ALSO AVAILABLE IN THIS MANNER. IF THE ASSOCIATION'S GOVERNING DOCUMENTS (ARTICLES OF INCORPORATION AND BYLAWS) AND CONFLICT OF INTEREST POLICY ARE SUBJECT TO APPLICABLE FEDERAL OR STATE PUBLIC DISCLOSURE REQUIREMENTS, THOSE DOCUMENTS WILL BE MADE PUBLICLY AVAILABLE AS APPLICABLE LAW MAY REQUIRE. FOR EXAMPLE, FORM 990 FILINGS MAY INCLUDE BYLAW AMENDMENTS AND THOSE AMENDMENTS WILL BE MADE AVAILABLE AS NOTED ABOVE. OTHERWISE, THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY WILL BE PROVIDED TO THE PUBLIC AT THE DISCRETION OF THE ASSOCIATION'S MANAGEMENT. FORM 990, PART IX, LINE 11G VARIOUS CONSULTING FEES: PROGRAM SERVICE EXPENSES 282,891,446. MANAGEMENT AND GENERAL EXPENSES 4,935,321. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 287,826,767. TEMPORARY HELP: PROGRAM SERVICE EXPENSES 19,003,640. MANAGEMENT AND GENERAL EXPENSES 78,970. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 19,082,610. PRINTING & GRAPHICS: PROGRAM SERVICE EXPENSES 3,803,209. MANAGEMENT AND GENERAL EXPENSES 1,176. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,804,385. RECRUITING: PROGRAM SERVICE EXPENSES 546,494. MANAGEMENT AND GENERAL EXPENSES 17,083. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 563,577. FORM 990, PART XI, LINE 9: CHANGE IN RETIREMENT OBLIGATIONS -1,729,377. CHANGE IN OTHER COMPONENTS OF NET PERIODIC PENSION COST 2,985,336. CHANGE IN LOSS RETIREMENT OBLIGATION 364,983. OTHER ADJUSTMENT -33. HEALTH SERVICES FOUNDATION 200 E RANDOLPH STREET CHICAGO IL 60601 237011867 EDUCATIONAL RESEARCH IL 501(C)(3) LINE 10 N/A 1 BC AND BS FOUNDATION ON HEALTH CARE 200 E RANDOLPH STREET CHICAGO IL 60601 237164980 EDUCATIONAL RESEARCH IL 501(C)(3) LINE 7 N/A 1 BLUE CROSS BLUE SHIELD BENEFIT CORP 200 E RANDOLPH STREET CHICAGO IL 60601 364176277 COMMUNITY HEALTH IL N/A C 257195 1570507 1.00000 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 BLUE CROSS BLUE SHIELD BENEFIT CORP A 194444 ACTUAL COST BLUE CROSS BLUE SHIELD BENEFIT CORP Q 51149 ACTUAL COST