2025-11-17T15:16:39-06:00 2024-12-31 PwC US Tax LLP 2001 MARKET ST SUITE 1800 PHILADELPHIA PA 19103 990 2024-01-01 042674079 TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION INC % MARK PORTER TREASURER TUFT 6179729400 1 WELLNESS WAY CANTON MA 020211166 MARK PORTER TREASURER 6179729400 2025-11-17 true true ANTONIO C RUSSO P00858539 2673303000 2025-11-13 2024 2025-03-06 01:10:19Z SCOTT WALKER 1 WELLNESS WAY CANTON MA 020211166 2953330321 false X WWW.TUFTSHEALTHPLAN.COM X 1979 MA SEE SCHEDULE O 12 12 662 0 -27040 0 0 0 2737821760 2547132725 285900 13748886 -60698 82750 2738046962 2560964361 48468 193003 2415630986 2298356932 39198457 41119444 0 0 0 290363378 417084731 2745241289 2756754110 -7194327 -195789749 1164875660 945362421 467949630 562061393 696926030 383301028 X SEE SCHEDULE O false false 305546500 24388 321855248 PROGRAM SERVICE ACCOMPLISHMENTS - COMMERCIAL HMO PRODUCT ONE OF TAHMO'S LARGEST PRODUCTS IS ITS COMMERCIAL HMO WHICH PROVIDES AFFORDABLE HEALTH COVERAGE TO ITS MEMBERS. TAHMO STRIVES TO PROVIDE HMO COVERAGE THAT IS AFFORDABLE, AND PROVIDES ACCESS TO TOP QUALITY HEALTH CARE SERVICES. TAHMO ALSO PROVIDES PROGRAMS THAT TARGET THE IMPROVEMENT OF THE HEALTH OF ITS MEMBERS, AS WELL AS THE COMMUNITY AT LARGE. QUALITY: NCQA EVALUATES HEALTH PLANS ON THE QUALITY OF CARE PATIENTS RECEIVE, HOW SATISFIED PATIENTS ARE WITH THEIR CARE, AND HEALTH PLANS' EFFORTS TO KEEP IMPROVING. TUFTS HEALTH PLAN HMO/POS/EPO's NCQA QUALITY RATING IS CONSISTENTLY WITHIN THE TOP 10% OF PLANS THROUGHOUT THE COUNTRY. TAHMO CONTINUES TO IMPLEMENT OUTREACH PROGRAMS WITH BOTH PROVIDERS AND MEMBERS WITH THE GOAL OF IMPROVING THE QUALITY OF CARE PROVIDED AND RECEIVED. UPDATED RATINGS WILL BE RELEASED IN SEPTEMBER 2025. TAHMO PROVIDES SPECIALTY CARE MANAGEMENT SERVICES FOR ITS MEMBERS WITH COMPLEX MEDICAL AND BEHAVIORAL HEALTH CONDITIONS. TAHMO MEMBERS RECEIVE TARGETED HEALTH REMINDERS TO ENCOURAGE PREVENTIVE HEALTH CARE.TAHMO'S CARE MANAGERS ASSIST MEMBERS WHO ARE ILL OR DISABLED IN NAVIGATING THE HEALTH CARE SYSTEM AND PROVIDE REFERRALS TO COMMUNITY RESOURCES. OUR WEBSITE, WWW.TUFTSHEALTHPLAN.COM , IS AVAILABLE TO THE COMMUNITY AT LARGE, AND INCLUDES A LIBRARY OF TOOLS AND READY-MADE PRINT AND ELECTRONIC MATERIALS. THESE RESOURCES HELP TO ENCOURAGE HEALTHY BEHAVIORS, INCREASE DEMAND FOR PREVENTIVE HEALTH, AND DRIVE ENGAGEMENT IN PROGRAMS THAT EDUCATE AND EMPOWER HEALTHIER LIFESTYLES AND REDUCE HEALTH RISKS. TOPICS INCLUDE PREVENTIVE CARE BENEFITS, HEALTHY EATING AND WEIGHT CONTROL, EXERCISE AND FITNESS, MANAGING STRESS AND HEART HEALTH, CANCER PREVENTION, AND TOBACCO CESSATION. WE ALSO OFFER A VARIETY OF WELLNESS PROGRAMS AT THE WORKSITE SUCH AS FLU SHOTS, CHOLESTEROL SCREENINGS, STRESS MANAGEMENT, AND MORE. TAHMO'S SECURE ONLINE ACCOUNT SERVES AS A CENTRAL HUB FOR LIFESTYLE MANAGEMENT PROGRAM COMPONENTS, HEALTH AND WELLNESS CONTENT, AND TOOLS. THE ONLINE ACCOUNT OFFERS A PERSONAL HEALTH ASSESSMENT AND RESOURCES DESIGNED TO ENCOURAGE INDIVIDUALS TO LEAD HEALTHIER LIVES BASED ON THEIR INTERESTS, OVERALL HEALTH CONDITION, AND OTHER PERSONAL ATTRIBUTES. COMMERCIAL MEMBERS OF TUFTS HEALTH PLAN CONTINUE TO RECEIVE THE MEMBER NEWSLETTER. THE NEWSLETTER IS AN EDUCATIONAL RESOURCE ON TOPICS PERTAINING TO ACCESS TO SERVICES, PREVENTIVE CARE, HEALTH EDUCATION AND LIFESTYLE REMINDERS. IT ALSO HELPS MEMBERS UTILIZE THEIR COVERED HEALTH PLAN BENEFITS, SERVICES AND FEATURES TO THE FULLEST AND IS AIMED AT SUPPORTING THEIR IMPROVED HEALTH. ACCESS: TAHMO'S MEMBERS HAVE ACCESS TO HOSPITALS, PRIMARY CARE PROVIDERS AND SPECIALISTS AND ALLIED HEALTH PROFESSIONALS, AS WELL AS CONDITION MANAGEMENT PROGRAMS, PREVENTION AND WELLNESS PROGRAMS. AFFORDABILITY: TAHMO'S GOAL IS TO PROVIDE ACCESS TO THE HIGHEST QUALITY HEALTH CARE SERVICES THROUGH AFFORDABLE HEALTH COVERAGE TO AS MANY MASSACHUSETTS AND RHODE ISLAND RESIDENTS AS POSSIBLE. TAHMO HAS DESIGNED HEALTH MANAGEMENT PROGRAMS TO SIMULTANEOUSLY LOWER MEDICAL COSTS AND IMPROVE QUALITY AND OUTCOMES. BY LOWERING MEDICAL COSTS, TAHMO IS ABLE TO OFFER COMPETITIVE PREMIUM RATES AND PROVIDE COVERAGE TO MORE PEOPLE. TAHMO IS COMMITTED TO IMPROVING THE HEALTH OF THE COMMUNITY AS WELL AS THAT OF ITS MEMBERS. THE ORGANIZATION TAKES THIS COMMITMENT SERIOUSLY AND HAS A DEDICATED COMMUNITY PARTNERSHIP PROGRAM THAT PROVIDES IN-KIND AND FINANCIAL SUPPORT TO NOT-FOR-PROFIT PROGRAMS THROUGHOUT MASSACHUSETTS. SUPPORT IS BROAD BASED AND REFLECTS DIVERSE SPONSORSHIP OF ORGANIZATIONS THAT PROMOTE IMPROVED COMMUNITY HEALTH. ---------- 1842968015 138387 1826346090 PROGRAM SERVICE ACCOMPLISHMENTS - MASSACHUSETTS MEDICARE PRODUCT TAHMO ALSO OFFERS PRODUCTS TO MEDICARE ELIGIBLE ENROLLEES. TUFTS HEALTH PLAN MEDICARE PREFERRED (TUFTS MEDICARE PREFERRED) PROVIDES AFFORDABLE HEALTH COVERAGE TO ITS MEMBERS IN MASSACHUSETTS. TUFTS MEDICARE PREFERRED STRIVES TO PROVIDE COVERAGE OPTIONS THAT ARE AFFORDABLE AND PROVIDE ACCESS TO TOP QUALITY HEALTH CARE SERVICES FOR SENIORS. TUFTS MEDICARE PREFERRED ALSO OFFERS PROGRAMS THAT TARGET THE IMPROVEMENT OF THE HEALTH OF ITS MEMBERS, AS WELL AS THE COMMUNITY AT LARGE. WITHIN THE MASSACHUSETTS MEDICARE ADVANTAGE MARKET, TUFTS MEDICARE PREFERRED IS THE MARKET LEADER - COVERING MORE INDIVIDUALS THROUGH MEDICARE ADVANTAGE PRODUCTS THAN ANY OTHER CARRIER. TUFTS MEDICARE PREFERRED ALSO OFFERS CARE MANAGEMENT AND CONDITION MANAGEMENT SERVICES TO MEMBERS AND PUBLISHES WELL! MAGAZINE FOR ITS MEDICARE POPULATION ONCE A YEAR. THE MAGAZINE IS AN EDUCATIONAL RESOURCE ON TOPICS PERTAINING TO GENERAL HEALTH, ACCESS TO CARE, PREVENTIVE CARE, HEALTH INFORMATION AND HEALTH CARE REMINDERS, TARGETED TO ITS SPECIFIC POPULATION. IT ALSO PROVIDES INFORMATION FOR MEMBERS ON HOW TO GET THE MOST OF TUFTS HEALTH PLAN'S BENEFITS. ---------- 405656209 30222 398857927 PROGRAM SERVICE ACCOMPLISHMENTS - DUAL-ELIGIBLE PROGRAM THE ORGANIZATION ALSO PROVIDES ACCESS TO AFFORDABLE CARE THROUGH A DUAL-ELIGIBLE PROGRAM. TAHMO PROVIDES COVERAGE FOR PEOPLE AGE 65 OR OLDER WHO ARE ELIGIBLE FOR MASSHEALTH STANDARD, HAVE BOTH MEDICARE PART A AND B, AND HAVE NOT BEEN DIAGNOSED AS HAVING END STAGE RENAL DISEASE. THIS PROGRAM, CALLED SENIOR CARE OPTIONS, INTEGRATES MEDICAID AND MEDICARE BENEFITS AND SERVICES, PROVIDING THOSE ELIGIBLE WITH COORDINATED HIGH-QUALITY AND COST-EFFECTIVE HEALTH CARE. ---------- 111919 6 73460 MEDICARE COMPLEMENT 111919 6 73460 2554282643 false false false false false false false false false true true false true true true true false false false false false false false false false false true false true false false false false false false false false false false false false false true true true false true 11346 0 true 662 true false false false false false false false false X 12 12 true true false false true true true true true false false true true true true true true true true false MA X MARK PORTER TREASURER 6179729400 1 WELLNESS WAY CANTON MA 020211166 X CAIN HAYES DIR. PRES. & CEO (END 9/24) 10.0 40.0 X X 0 4532289 42363 PHILIP BARR EVP, PRESIDENT, MARKETS 10.0 40.0 X 0 1580792 159172 TRACEY CARTER FORMER SVP, CHIEF ACTUARY 0.0 0.0 X 0 1598732 18185 PETE CHURCH CHIEF PEOPLE & CULTURE OFFICER 10.0 40.0 X 0 1284213 156654 PATRICIA BLAKE FORMER SVP, PRES MEDICARE 0.0 0.0 X 0 1330488 19544 ROLAND PRICE FORMER TREASURER 0.0 0.0 X 0 1299914 15069 R SCOTT WALKER CFO & PRESIDENT (START 9/24) 10.0 40.0 X 0 1041266 162232 MARK PORTER TREASURER 10.0 40.0 X 0 1024863 112221 KRISTIN LEWIS CHIEF PUB & COMM AFF OFFICER 10.0 40.0 X 0 998596 118145 UMESH KURPAD FORMER CFO 0.0 0.0 X 0 1087771 21702 KATIE CATLENDER COO (START 1/24) 12.5 37.5 X 0 880347 67611 ROBERT WILLIAMS SVP, BUSINESS PERFORMANCE 10.0 40.0 X 0 836744 105431 DEAN PEASLEY SVP, OPERATIONS (END 4/24) 12.5 37.5 X 0 840092 31405 URCEL FIELDS SVP, PRES. GOVT MKT(END 11/24) 12.5 37.5 X 0 842020 16316 TISA HUGHES FORMER CLERK/SECRETARY 0.0 0.0 X 0 824422 31490 SUSAN KEE CLERK/SECRETARY, CLO 10.0 40.0 X 0 696820 93265 MARY MAHONEY FORMER SVP, CLO 0.0 0.0 X 0 705784 0 PATRICIA TREBINO FORMER SVP, COO 0.0 0.0 X 0 553026 0 EILEEN AUEN EXECUTIVE CHAIR (START 9/24) 10.0 50.0 X X 0 533336 0 THOMAS CROSWELL FORMER CEO 0.0 0.0 X 0 404893 9900 PATRICIA HOWARD FORMER COO 0.0 0.0 X 0 232740 0 MICHAEL J MCCOLGAN DIRECTOR 1.0 3.0 X 0 141000 0 BERTRAM L SCOTT LEAD DIR/VICE CHR(START 10/24) 1.0 3.0 X X 0 138000 0 MICHAEL SHEA DIRECTOR 1.0 3.0 X 0 136000 0 TODD WHITBECK DIRECTOR 1.0 3.0 X 0 135500 0 HEDWIG VEITH WHITNEY DIRECTOR 1.0 3.0 X 0 135000 0 GREGORY D TRANTER DIRECTOR 1.0 3.0 X 0 133000 0 PETER SLAVIN MD DIRECTOR (END 9/24) 1.0 3.0 X 0 124306 0 RAYMOND PAWLICKI DIRECTOR 1.0 3.0 X 0 120000 0 IRINA SIMMONS DIRECTOR (END 6/24) 1.0 3.0 X 0 79778 0 JOYCE MURPHY DIRECTOR (END 6/24) 1.0 3.0 X 0 79778 0 GAUROV DAYAL MD DIRECTOR (START 6/24) 1.0 7.0 X 0 44695 0 ELIZABETH BIERBOWER DIRECTOR (START 6/24) 1.0 7.0 X 0 42223 0 MICHAEL TARNOFF MD DIRECTOR (START 12/24) 1.0 3.0 X 0 0 0 GREG SHELL DIRECTOR, VICE CHAIR 1.0 5.0 X X 0 0 0 0 23679648 1180705 0 true true false MERKLE INC 29432 NETWORK PLACE CHICAGO IL 606731294 DIGITAL MARKETING 1943654 COTIVITI LLC PO BOX 5459 NEW YORK NY 100875459 AUDIT SERVICES 970737 DELOITTE CONSULTING LLP PO BOX 844717 DALLAS TX 752844717 CONSULTING SERVICES 724356 SEI-BOSTON LLC 11500 NORTHLAKE DRIVE SUITE 450 CINCINNATI OH 45249 CONSULTING SERVICES 460245 LAUNCHPOINT VENTURES LLC 535 E DIEHL RD NAPERVILLE IL 60563 AUDIT SERVICES 393098 39 0 COMMERCIAL 524114 321855248 321855248 MEDICARE 524114 1826346090 1826346090 MEDICAID 524114 398857927 398857927 MEDICARE COMPLEMENT 524114 73460 73460 2547132725 22040473 22040473 0 0 82750 82750 0 82750 -27040 109790 384074373 392365960 -8291587 -8291587 -8291587 0 0 0 0 0 0 0 0 0 0 2560964361 2547132725 -27040 13858676 193003 193003 0 0 2298356932 2298356932 0 0 36604553 36604553 0 0 2663635 2663635 0 0 1851256 1851256 0 0 0 38576526 0 38576526 0 0 8543779 0 8543779 0 0 0 2514902 0 2514902 0 85798145 0 85798145 0 7454731 5963785 1490946 0 1886439 0 1886439 0 0 0 -1743 0 -1743 0 679875 0 679875 0 0 64344 64344 0 0 0 0 33921091 0 33921091 0 0 PROVIDER NETWORK ACCCESS FEES 950479 0 950479 0 ASSESSMENT 507968 0 507968 0 BANK FEE 242555 0 242555 0 PREMIUM TAX EXPENSE 202973 0 202973 0 235742667 208585135 27157532 2756754110 2554282643 202471467 0 X 0 0 5175565 -26455906 0 0 58205555 46049819 0 0 0 0 0 0 0 0 0 0 247315251 55947063 200390992 191368188 725581230 554434845 59110464 49375264 0 0 0 0 116411854 130590211 1164875660 945362421 136402224 101437444 0 0 49098658 131286579 0 0 0 0 0 0 0 0 0 0 282448748 329337370 467949630 562061393 X 0 0 0 0 696926030 383301028 696926030 383301028 1164875660 945362421 X -195789749 -37010689 -80824564 X X false true X true false 0 32973700 32973700 0 161664123 15941878 145722245 0 52677428 40005185 12672243 0 0 0 0 191368188 INVESTMENT IN P32HS -30038260 C INVESTMENT IN INTEGRA 72779414 C INVESTMENT IN CP HOLDINGS 6634110 C 49375264 HEALTHCARE AR 87576804 ACCRUED RETROSPECTIVE PREMIUMS 33534566 OTHER RECEIVABLES 5181078 DUE FROM HPHC INSURANCE CO 2243311 INTEREST RECEIVABLE 1963638 DUE FROM P32H FOUNDATION 81509 DUE FROM HPHC INSTITUTE 6434 INVESTMENT SETTLEMENT RECEIVAB 2871 130590211 0 CLAIMS UNPAID 224624336 DUE TO TICO 11430963 DUE TO P32HS 61558035 DUE TO THPP 12131352 DUE TO CAREPARTNERS LLC 17619 DUE TO HPHC 3298246 DUE TO THP 7096185 DUE TO HPHC NE 4798860 DUE TO P32H 370279 DUE TO CAREPARTNERS HMO 1338173 DUE TO TBA 2673322 329337370 X 2521383060 -37010689 -37010689 2558393749 2514902 55710 2570612 2560964361 2969166483 2969166483 2514902 -214927275 -212412373 2756754110 FORM 990, SCHEDULE D, PART X, LINE 2 ASC 740 (FKA FIN 48) FOOTNOTE THIS ORGANIZATION IS AN AFFILIATE OF POINT32HEALTH, INC. ("P32H"). THE BELOW FOOTNOTE DERIVES FROM THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF POINT32HEALTH, INC. AND AFFILIATES. THE COMPANY BELIEVES THAT THE POSITIONS TAKEN ON ITS INCOME TAX RETURNS FOR OPEN TAX YEARS WILL BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE ("IRS"). THEREFORE, P32H HAS NOT RECORDED ANY LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER ASC 740, INCOME TAXES. AS OF DECEMBER 31, 2024, THERE ARE NO UNRECOGNIZED TAX BENEFITS, AND THE COMPANY DOES NOT ANTICIPATE ANY SIGNIFICANT CHANGES IN THE AMOUNT OF UNRECOGNIZED TAX BENEFITS DURING THE NEXT TWELVE MONTHS. true CARIBE COMMUNICATIONS & PUBLICATIONS INC 175 MCCLELLAN HWY EAST BOSTON MA 02128 042530767 501(c)(3) 10000 N/A N/A SPONSORSHIP TU SALUD EVENT ENHANCE ASIAN COMMUNITY ON HEALTH INC 1 FRANKLIN ST BOSTON MA 02110 472130807 501(c)(3) 10000 N/A N/A SPONSORSHIP CHINESE NEW YEAR 2 0 FORM 990, SCHEDULE I, PART I, LINE 2 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS THE ORGANIZATION ONLY CONTRIBUTES TO TAX-EXEMPT ORGANIZATIONS UNDER IRC SECTION 501(C)(3) AND CERTAIN GOVERNMENTAL UNITS, AS WELL AS SPONSORS EVENTS THAT BENEFIT THESE TYPES OF ORGANIZATIONS. THE ORGANIZATION CONTRIBUTES TO WELL ESTABLISHED, NON-PROFIT ORGANIZATIONS THAT HAVE ESTABLISHED POLICIES AND PROCEDURES FOR MONITORING THE USE OF FUNDS. true true false false false false false false false CAIN HAYES DIR. PRES. & CEO (END 9/24) 0 979462 0 3054752 0 498075 0 22382 0 19981 0 4574652 0 183763 PHILIP BARR EVP, PRESIDENT, MARKETS 0 710093 0 784920 0 85779 0 149235 0 9937 0 1739964 0 72281 PATRICIA HOWARD FORMER COO 0 0 0 0 0 232740 0 0 0 0 0 232740 0 0 UMESH KURPAD FORMER CFO 0 3526 0 498533 0 585712 0 21379 0 323 0 1109473 0 97380 PETE CHURCH CHIEF PEOPLE & CULTURE OFFICER 0 635016 0 586187 0 63010 0 129669 0 26985 0 1440867 0 55508 TISA HUGHES FORMER CLERK/SECRETARY 0 36117 0 609522 0 178783 0 23751 0 7739 0 855912 0 57138 TRACEY CARTER FORMER SVP, CHIEF ACTUARY 0 0 0 350690 0 1248042 0 17697 0 488 0 1616917 0 91806 MARK PORTER TREASURER 0 433000 0 324735 0 267128 0 86199 0 26022 0 1137084 0 225509 PATRICIA BLAKE FORMER SVP, PRES MEDICARE 0 97425 0 186170 0 1046893 0 14993 0 4551 0 1350032 0 79062 KRISTIN LEWIS CHIEF PUB & COMM AFF OFFICER 0 442629 0 474467 0 81500 0 87269 0 30876 0 1116741 0 78011 R SCOTT WALKER CFO & PRESIDENT (START 9/24) 0 693032 0 345302 0 2932 0 135198 0 27034 0 1203498 0 0 SUSAN KEE CLERK/SECRETARY, CLO 0 499421 0 174827 0 22572 0 92127 0 1138 0 790085 0 18517 ROLAND PRICE FORMER TREASURER 0 815 0 126875 0 1172224 0 14765 0 304 0 1314983 0 0 THOMAS CROSWELL FORMER CEO 0 0 0 375000 0 29893 0 9900 0 0 0 414793 0 0 EILEEN AUEN EXECUTIVE CHAIR (START 9/24) 0 0 0 0 0 533336 0 0 0 0 0 533336 0 0 KATIE CATLENDER COO (START 1/24) 0 552885 0 325000 0 2462 0 67319 0 292 0 947958 0 0 URCEL FIELDS SVP, PRES. GOVT MKT(END 11/24) 0 406154 0 400000 0 35866 0 16094 0 222 0 858336 0 0 DEAN PEASLEY SVP, OPERATIONS (END 4/24) 0 105334 0 299692 0 435066 0 21657 0 9748 0 871497 0 102219 ROBERT WILLIAMS SVP, BUSINESS PERFORMANCE 0 454256 0 371994 0 10494 0 96649 0 8782 0 942175 0 6965 MARY MAHONEY FORMER SVP, CLO 0 0 0 705784 0 0 0 0 0 0 0 705784 0 0 PATRICIA TREBINO FORMER SVP, COO 0 0 0 0 0 553026 0 0 0 0 0 553026 0 0 FORM 990, SCHEDULE J, PART I, LINE 3 METHOD USED TO ESTABLISH CEO COMPENSATION TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC. RELIED ON ITS PARENT AND SOLE CORPORATE MEMBER, POINT32HEALTH, INC., TO ESTABLISH COMPENSATION FOR ITS CEO. THE METHODS USED BY POINT32HEALTH, INC. ARE AS FOLLOWS: -COMPENSATION COMMITTEE -INDEPENDENT COMPENSATION CONSULTANT -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE -WRITTEN EMPLOYMENT AGREEMENT ---------- FORM 990, SCHEDULE J, PART I, LINE 4A SEVERANCE PAYMENT THE FOLLOWING SENIOR LEADERS ALSO RECEIVED SEVERANCE PAYMENTS IN 2024: CAIN HAYES = $292,731 TRACEY CARTER = $483,832 PATRICIA BLAKE = $337,674 URCEL FIELDS = $33,846 DEAN PEASLEY = $267,989 PATRICIA HOWARD = $232,740 ---------- FORM 990, SCHEDULE J, PART I, LINE 4B DISCRETIONARY RETIREMENT PLAN THE ORGANIZATION'S LEADERS PARTICIPATED IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN SPONSORED BY THEIR EMPLOYER, POINT32HEALTH SERVICES, INC., A RELATED PARTY. THE EMPLOYEES AND AMOUNTS LISTED ON SCHEDULE J, PART II, COLUMN C REFLECT EMPLOYER CONTRIBUTIONS TO THE SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. ---------- FORM 990, PART I, LINE 1 & PART III, LINE 1 DETAIL REGARDING THE ORGANIZATION'S MISSION TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION INC.'S ("TAHMO") PURPOSE IS TO GUIDE AND EMPOWER HEALTHIER LIVES FOR EVERYONE. TAHMO SEEKS TO IMPROVE THE HEALTH AND WELLNESS OF THE DIVERSE COMMUNITIES WE SERVE. TAHMO IS RESPONSIBLE FOR ARRANGING FOR THE DELIVERY OF COMPREHENSIVE, PREVENTIVE AND THERAPEUTIC HEALTH CARE SERVICES TO SUBSCRIBING INDIVIDUALS IN RETURN FOR A FIXED MONTHLY PAYMENT. SERVICES ARE PROVIDED THROUGH A CONTRACTED NETWORK OF INDEPENDENT PROVIDER GROUPS AND HOSPITALS WITHIN THE SERVICE AREA. TAHMO PRODUCTS ARE AVAILABLE TO ALL SIZE EMPLOYER GROUPS, INCLUDING A MERGED SMALL GROUP AND INDIVIDUAL MARKET. TAHMO ALSO OFFERS PRODUCTS TO INDIVIDUALS WHO ARE MEDICARE AND/OR MEDICAID ELIGIBLE. TAHMO PROVIDES A BROAD RANGE OF PROGRAMS DESIGNED TO EDUCATE ITS MEMBERS IN HEALTH MAINTENANCE AND DISEASE PREVENTION. TAHMO IS DEDICATED TO OFFERING A VARIETY OF QUALITY, INNOVATIVE HEALTH COVERAGE OPTIONS, AND TO IMPROVING ACCESS TO AFFORDABLE HEALTH CARE BY DEVELOPING AND EMPLOYING STRATEGIES THAT IMPROVE THE ALLOCATION OF HEALTH CARE RESOURCES. IN ADDITION TO PROVIDING THESE SERVICES TO ITS MEMBERS, TAHMO IS DEDICATED TO PROVIDING AND FUNDING HEALTH PROGRAMS THAT BENEFIT THE COMMUNITIES TAHMO SERVES. TAHMO IS PART OF THE POINT32HEALTH, INC ("P32H") FAMILY OF COMPANIES. ---------- FORM 990, PART III, LINE 4D DETAIL OF OTHER PROGRAM SERVICE ACCOMPLISHMENTS - MEDICARE COMPLEMENT TUFTS MEDICARE COMPLEMENT ("TMC") PLAN WAS DISCONTINUED AS AN OPTION FOR EMPLOYER GROUPS. THIS WAS DUE TO THE MIGRATION OF COMMERCIAL EMPLOYER GROUPS TO HPHC MEDICARE ENHANCE. THERE ARE <10 MEMBERS THAT ARE ENROLLED AS INDIVIDUALS REMAINING ON THE PLAN IN 2024. THEY ARE LEGACY MEMBERS AND WE ARE REQUIRED BY THE DOI TO MAINTAIN THEIR COVERAGE. ---------- FORM 990, PART VI, LINE 2 DETAIL OF FAMILY OR BUSINESS RELATIONSHIPS BUSINESS RELATIONSHIP - THE FOLLOWING INDIVIDUALS SERVED ON THE BOARDS OR WERE AN OFFICER OR KEY EMPLOYEE OF ONE OR MORE FOR-PROFIT ORGANIZATIONS AFFILIATED WITH THE FILING ORGANIZATION FROM 1/1/2024 TO 12/31/2024: CAIN HAYES, DIRECTOR; PRESIDENT & CEO (END 9/12/2024) SUSAN KEE, CLERK/SECR; CHIEF LEGAL OFFICER EILEEN AUEN, DIRECTOR, CHAIR; EXECUTIVE CHAIR (ADD'L EXECUTIVE CHAIR TITLE START 9/12/2024) R. SCOTT WALKER, CFO; PRESIDENT (ADD'L PRESIDENT TITLE START 9/12/2024) ---------- FORM 990, PART VI, LINE 3 DELEGATION OF CONTROL OF MANAGEMENT DUTIES THE FILING ORGANIZATION'S SOLE MEMBER IS P32H, ITS AFFILIATE, POINT32HEALTH SERVICES, INC., PERFORMS CERTAIN MANAGEMENT, ADMINISTRATIVE, AND MARKETING SERVICES FOR THE FILING ORGANIZATION AND OTHER AFFILIATES. THE OFFICERS, KEY EMPLOYEES, AND HIGHEST COMPENSATED EMPLOYEES LISTED IN PART VII, SECTION A ARE EMPLOYEES OF POINT32HEALTH SERVICES, INC. THEIR COMPENSATION IS LISTED IN PART VII, SECTION A AND SCHEDULE J. ---------- FORM 990, PART VI, LINE 6 MEMBERS OR STOCKHOLDERS P32H IS THE SOLE CORPORATE MEMBER OF THE ORGANIZATION. ---------- FORM 990, PART VI, LINE 7A POWER TO ELECT OR APPOINT MEMBERS P32H, AS THE SOLE CORPORATE MEMBER OF THE ORGANIZATION, ELECTS THE MEMBERS OF THE ORGANIZATION'S GOVERNING BODY. ---------- FORM 990, PART VI, LINE 7B DECISIONS RESERVED TO MEMBERS OR STOCKHOLDERS P32H, AS THE SOLE CORPORATE MEMBER OF THE ORGANIZATION, HAS THE RIGHT TO MAKE CERTAIN DECISIONS REGARDING THE ORGANIZATION, AND IS REQUIRED TO APPROVE ANY CHANGES TO THE ORGANIZATION'S BYLAWS. ---------- FORM 990, PART VI, LINE 8B CONTEMPORANEOUS BOARD MEETING DOCUMENTATION FOR A MAJORITY OF THE TIME, THE ORGANIZATION CONTEMPORANEOUSLY DOCUMENTS MEETINGS HELD AND WRITTEN ACTIONS UNDERTAKEN BY ITS GOVERNING BODY AND COMMITTEES. HOWEVER, ON LIMITED OCCASIONS, THE GOVERNING BODY OR A COMMITTEE MAY HAVE A SERIES OF CONFERENCE CALLS AND MINUTES FOR THOSE CALLS ARE NOT APPROVED UNTIL THE NEXT MEETING. ---------- FORM 990, PART VI, LINE 11B PROCESS USED TO REVIEW THE FORM 990 THIS FORM 990 WAS PREPARED BY THE ORGANIZATION'S EXTERNAL ACCOUNTANT, REVIEWED BY P32H FINANCE DEPARTMENT AND CERTAIN SECTIONS ARE REVIEWED FOR INPUT BY SUBJECT MATTER PERSONNEL IN OTHER DEPARTMENTS THROUGHOUT THE ORGANIZATION. THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS BEFORE FILING. ---------- FORM 990, PART VI, LINE 12A & 12C MONITORING & ENFORCEMENT OF COMPLIANCE WITH CONFLICT OF INTEREST POLICY: THE P32H'S CONFLICT OF INTEREST ("COI") POLICY AND PROCEDURES ("P&P") APPLIES TO THE FILING COMPANY AS A SUBSIDIARY ORGANIZATION. P32H'S COI P&P IS REVIEWED ANNUALLY, REVISED AS NEEDED AND APPROVED UPON MATERIAL REVISIONS. THE POLICY REQUIRES ALL EMPLOYEES, INCLUDING THE PRESIDENT AND CEO AND GOVERNING BODY MEMBERS TO COMPLY WITH THE COI POLICY AND PROCESSES. ALL EMPLOYEES RECEIVE ANNUAL COMPLIANCE TRAINING WHICH INCLUDE EXPECTATIONS RELATED TO FOLLOWING THE COI P&P. THE COI P&P REQUIRES THE OFFICERS, KEY EMPLOYEES AND BOARD OF DIRECTORS OF THE TAX-EXEMPT ENTITIES TO COMPLETE AND SUBMIT AN ANNUAL DISCLOSURE SURVEY AND STATEMENT TO THE CHIEF LEGAL OFFICER ("CLO") OR DESIGNEE IN THE LEGAL DEPARTMENT, LISTING ANY OUTSIDE RELATIONSHIPS, INCLUDING FINANCIAL AND/OR BOARD RELATIONSHIPS THAT THEY OR A FAMILY MEMBER HAVE WITH P32H'S (OR ITS SUBSIDIARIES) SUPPLIERS, PURCHASERS, PROVIDERS AND/OR COMPETITORS. ADDITIONALLY, P32H. REQUIRES EXECUTIVE MANAGEMENT AND SENIOR MANAGEMENT (AS DEFINED IN THE COI POLICY) TO COMPLETE AND SUBMIT AN ANNUAL DISCLOSURE SURVEY AND STATEMENT TO THE CHIEF COMPLIANCE OFFICER OR DIRECTOR, CORPORATE COMPLIANCE. BY COMPLETING THE ANNUAL DISCLOSURE STATEMENT, THESE INDIVIDUALS ACKNOWLEDGE THE POINT32HEALTH COI P&P. ALL EMPLOYEES ARE REQUIRED TO REPORT THE OFFER BY AN OUTSIDE ENTITY OF GIFTS OVER $250, HONORARIA OR COVERAGE OF BUSINESS EXPENSES, OR OTHER EVENTS OR RELATIONSHIPS THAT MAY BE PERCEIVED AS CONFLICTS TO THE CHIEF COMPLIANCE OFFICER, DIRECTOR, CORPORATE COMPLIANCE OR DESIGNEE AND THE EMPLOYEE'S MANAGEMENT. BOTH MUST APPROVE BEFORE ACCEPTANCE IS ALLOWED. THERE ARE PROTOCOLS AND PROCESSES TO REVIEW ANY DISCLOSURE THAT MIGHT BE A POTENTIAL CONFLICT OF INTEREST. BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES' RESPONSES TO THE DISCLOSURE SURVEY AND STATEMENT ARE REVIEWED BY THE CLO, WHO WILL REVIEW THE SELF-DISCLOSURE WITH THE CHAIR OF THE GOVERNANCE COMMITTEE OF THE BOARD OF DIRECTORS Of P32H AND DETERMINE EXPECTATIONS AND RECOMMENDED ACTIONS IF NEEDED. A SUMMARY REPORT OF ALL DISCLOSED ACTUAL OR POTENTIAL CONFLICTS ALONG WITH ANY RECOMMENDED ACTIONS TO ADDRESS A DISCLOSED ACTUAL OR POTENTIAL CONFLICT IS REVIEWED AND APPROVED BY THE GOVERNANCE COMMITTEE AND THE COMMITTEE'S REVIEW/FINDINGS ARE REPORTED TO THE FULL BOARD. THE CLO COMMUNICATES THE RECOMMENDED ACTIONS TO INDIVIDUAL SURVEY RECIPIENTS. THE CHIEF COMPLIANCE OFFICER IS CONSULTED AND INFORMED OF THE DECISIONS MADE BY THE CLO OR LEGAL DESIGNEE. EXECUTIVE MANAGEMENT AND SENIOR MANAGEMENT'S RESPONSES TO THE DISCLOSURE SURVEY AND STATEMENT ARE REVIEWED BY THE DIRECTOR, CORPORATE COMPLIANCE, LEGAL, AND CHIEF COMPLIANCE OFFICER, WHO WILL REPORT TO THE CLO ANY POTENTIAL CONFLICTS ALONG WITH ANY RECOMMENDED ACTIONS TO ADDRESS THE POTENTIAL CONFLICT, IF NECESSARY. RECOMMENDED ACTIONS/EXPECTATIONS ARE COMMUNICATED BY THE DIRECTOR, CORPORATE COMPLIANCE, LEGAL, AND CHIEF COMPLIANCE OFFICER TO IMPACTED INDIVIDUALS. FOR CONFLICT DISCLOSURES INVOLVING THE CHIEF COMPLIANCE OFFICER, THE CLO WILL MAKE THE FINAL DETERMINATION. ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST THAT ARISES AFTER COMPLETION OF THE DISCLOSURE SURVEY WILL FOLLOW THE SAME REVIEW PROCESS. ---------- FORM 990, PART VI, LINE 13 WRITTEN WHISTLEBLOWER/NON-RETALIATION POLICY THE FILING ORGANIZATION IS SUBJECT TO THE WRITTEN WHISTLEBLOWER/NON-RETALIATION POLICY WITHIN THE CODE OF CONDUCT THAT WAS APPROVED BY THE BOARD OF DIRECTORS OF P32H. ---------- FORM 990, PART VI, LINE 14 WRITTEN DOCUMENT RETENTION POLICY THE FILING ORGANIZATION IS SUBJECT TO THE WRITTEN DOCUMENT RETENTION POLICY AND RECORD RETENTION SCHEDULE OF P32H. ---------- FORM 990, PART VI, LINES 15A & 15B COMPENSATION REVIEW AND APPROVAL THE FILING ORGANIZATION'S PARENT COMPANY, P32H HAS AN INDEPENDENT HUMAN RESOURCES COMMITTEE (THE "COMMITTEE") THAT ANNUALLY REVIEWS THE TOTAL REMUNERATION OPPORTUNITIES, POLICIES AND PROGRAMS OF THE CEO AND CERTAIN EXECUTIVES, INCLUDING OTHER OFFICERS AND KEY EMPLOYEES AS WELL AS INDIVIDUALS THE COMMITTEE DEEMS APPROPRIATE TO REVIEW. THE COMMITTEE IS COMPRISED OF INDEPENDENT DIRECTORS OF THE COMPANY. THE COMMITTEE CONSIDERS MARKET DATA AND ANALYSES ASSEMBLED BY INDEPENDENT AND INTERNAL COMPENSATION CONSULTANTS WITH THE GOAL TO DETERMINE EXECUTIVE TOTAL REMUNERATION THAT IS REASONABLE AND COMPETITIVE WITHIN THE INDUSTRY AND GEOGRAPHY IN WHICH P32H OPERATES. ---------- FORM 990, PART VI, LINE 19 PROCESS FOR MAKING DOCUMENTS AVAILABLE TO THE PUBLIC THE ORGANIZATION'S GOVERNING DOCUMENTS, COI POLICY, AND ANNUAL FINANCIAL REPORT AND QUARTERLY FINANCIAL UPDATES ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. ---------- FORM 990, PART XI, LINE 9 DETAIL OF OTHER CHANGES IN NET ASSETS CONTRIBUTION TO PARENT $ (65,000,000) CHANGE IN NONADMITTED ASSETS (15,824,564) --------------- TOTAL $(80,824,564) ---------- FORM 990, PART XII, LINE 1 ACCOUNTING METHOD USED TO PREPARE THE FORM 990 TAHMO FOLLOWS THE STATUTORY ACCOUNTING METHOD PRESCRIBED BY THE NATIONAL ASSOCIATION OF INSURANCE COMMISSIONERS' ACCOUNTING PRACTICES AND PROCEDURES MANUAL FOR STATUTORY ACCOUNTING PRINCIPLES. ---------- HPHC OF NEW ENGLAND INC 1 WELLNESS WAY CANTON MA 02021 042663394 HEALTH INS. 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