INDEPENDENT HEALTH ASSOCIATION INC: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization: INDEPENDENT HEALTH ASSOCIATION INC (EIN 16-1080163)
Tax period: 2013-01-01 to 2013-12-31
Filed: 2014-11-14
IRS object ID: 201403189349302325
Schema version: 2013v3.0
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 D
Schedule F
Schedule I
Schedule J
Schedule L
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2014-11-14T10:17:26-06:00	ReturnTs
Tax Period End	2013-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	861065772	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	DELOITTE TAX LLP	BusinessNameLine1

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	200 RENAISSANCE CENTER SUITE 3900	AddressLine1
City	DETROIT	City
State	MI	State
ZIP Code	482431300	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2013-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	161080163	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	INDEPENDENT HEALTH ASSOCIATION INC	BusinessNameLine1

Field	Value	IRS element (for citing)
Business Name Control	INDE	BusinessNameControlTxt
Phone	7166313001	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	511 FARBER LAKES DRIVE	AddressLine1
City	BUFFALO	City
State	NY	State
ZIP Code	14221	ZIPCode

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MICHAEL CROPP MD	PersonNm
Person Title	PRESIDENT & CEO	PersonTitleTxt
Phone	7166313001	PhoneNum
Signature	2014-11-14	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	LORI BOYCE	PreparerPersonNm
PTIN	P00121981	PTIN
Phone	3133963000	PhoneNum

Field	Value	IRS element (for citing)
Tax	2013	TaxYr
Build TS	2015-11-30 17:44:51Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	MICHAEL CROPP MD	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	511 FARBER LAKES DRIVE	AddressLine1
City	BUFFALO	City
State	NY	State
ZIP Code	14221	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	$1,583,430,574	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c	Yes (X)	Organization501cInd
Website Address	WWW.INDEPENDENTHEALTH.COM	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1980	FormationYr
Legal Domicile State	NY	LegalDomicileStateCd
Activity Or Mission	PROVIDE HEALTH-RELATED PRODUCTS AND SERVICES THAT ENABLE AFFORDABLE ACCESS TO QUALITY HEALTH CARE.	ActivityOrMissionDesc
Voting Members Governing Body	21	VotingMembersGoverningBodyCnt
Voting Members Independent	15	VotingMembersIndependentCnt
Total Employee	1166	TotalEmployeeCnt
Total Volunteers	234	TotalVolunteersCnt
Total Gross UBI	$59,647,584	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$1,070,332	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$0	PYContributionsGrantsAmt
CY Contributions Grants	$0	CYContributionsGrantsAmt
PY Program Service Revenue	$1,355,311,963	PYProgramServiceRevenueAmt
CY Program Service Revenue	$1,357,749,152	CYProgramServiceRevenueAmt
PY Investment Income	$12,788,782	PYInvestmentIncomeAmt
CY Investment Income	$10,701,403	CYInvestmentIncomeAmt
PY Other Revenue	$58,176,913	PYOtherRevenueAmt
CY Other Revenue	$59,650,935	CYOtherRevenueAmt
PY Total Revenue	$1,426,277,658	PYTotalRevenueAmt
CY Total Revenue	$1,428,101,490	CYTotalRevenueAmt
PY Grants And Similar Paid	$653,465	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$1,410,901	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$1,254,827,966	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$1,182,143,416	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$105,295,614	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$67,458,262	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$119,294,801	PYOtherExpensesAmt
CY Other Expenses	$119,971,483	CYOtherExpensesAmt
PY Total Expenses	$1,480,071,846	PYTotalExpensesAmt
CY Total Expenses	$1,370,984,062	CYTotalExpensesAmt
PY Revenues Less Expenses	-$53,794,188	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$57,117,428	CYRevenuesLessExpensesAmt
Total Assets BOY	$678,726,747	TotalAssetsBOYAmt
Total Assets EOY	$738,416,788	TotalAssetsEOYAmt
Total Liabilities BOY	$182,454,368	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$189,108,086	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$496,272,379	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$549,308,702	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	WE PROVIDE HEALTH-RELATED PRODUCTS AND SERVICES THAT ENABLE AFFORDABLE ACCESS TO QUALITY HEALTH CARE.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$1,218,290,575	ExpenseAmt
Grant	$1,410,901	GrantAmt
Revenue	$1,357,749,152	RevenueAmt
Desc	SEE SCHEDULE O.INDEPENDENT HEALTH ASSOCIATION (IHA) COORDINATES THE DELIVERY OF QUALITY HEALTH CARE COVERAGE THROUGH CONTRACTS WITH THE INDIVIDUAL PRACTICE ASSOCIATION OF WESTERN NEW YORK (IPAWNY), A TAXABLE NON-PROFIT, FOR ITS COMMERCIAL AND MEDICARE HMO PRODUCTS WITHIN THE 8 COUNTIES OF WESTERN NEW YORK (WNY). IHA ALSO PROVIDES COVERAGE AND COORDINATES SERVICES TO ITS MEDICAID HMO PRODUCT (WHICH INCLUDES THE FAMILY HEALTH PLUS (FHP) PROGRAM AVAILABLE TO ELIGIBLE RESIDENTS OF ERIE COUNTY AND THE CHILD HEALTH PLUS (CHP) PROGRAM) FOR THE ARRANGEMENT OF PHYSICIAN, HOSPITAL, MEDICALLY NECESSARY HEALTH SERVICES, DIAGNOSTIC AND PREVENTIVE HEALTH SERVICES TO THE COMMUNITIES LOCATED IN ERIE AND NIAGARA COUNTY. HEADQUARTERED IN BUFFALO, INDEPENDENT HEALTH & AFFILIATES BEGAN OPERATIONS IN 1980 AND HAS CONSISTENTLY BEEN RATED AMONG THE TOP HEALTH PLANS IN THE COUNTRY FOR CUSTOMER SERVICE AND MEMBER SATISFACTION. INDEPENDENT HEALTH'S COMPREHENSIVE PORTFOLIO OF PRODUCT AND SERVICE OFFERINGS INCLUDE FULLY INSURED GROUP PRODUCTS, INDIVIDUAL PLANS, MEDICARE ADVANTAGE AND MEDICAID MANAGED CARE PLANS, TRADITIONAL INDEMNITY INSURANCE, CONSUMER-DIRECTED PLANS, AND SELF-FUNDED ADMINISTRATION. INDEPENDENT HEALTH'S SUBSIDIARY COMPANIES INCLUDE PHARMACY BENEFIT DIMENSIONS, RELIANCE RX, AND NOVA HEALTHCARE ADMINISTRATORS, INC. IHA OFFERS ITS MEMBERS HEALTH RISK MANAGEMENT TOOLS INCLUDING AN ONLINE HEALTH RISK ASSESSMENT AND THE USE OF A DATA WAREHOUSE TO ANALYZE AND PREDICT POTENTIAL RISK AND DEVELOP SOLUTIONS TO HELP CONTROL CURRENT AND PREVENT FUTURE PROBLEMS. PROGRAMS FOR COVERED EMPLOYEES AS WELL AS FOR EMPLOYERS HELP THEM MAKE GOOD HEALTH A PART OF THEIR CULTURE. IHA OFFERS A 24-HOUR MEDICAL HELP LINE WITH ACCESS TO A REGISTERED NURSE, CASE MANAGEMENT, DISEASE MANAGEMENT AND HEALTH COACHES. IHA ALSO ESTABLISHED AN ADVANCED PATIENT CENTERED MEDICAL HOME (PCMH) PILOT PROGRAM IN JANUARY 2009. THE PCMH PROGRAM INCLUDED 18 DIVERSE PRIMARY CARE PRACTICES ACROSS WNY, 130 PHYSICIANS AND NEARLY 50,000 IHA MEMBERS. THE PRACTICES WORKED TOWARD IMPROVED QUALITY OF CARE WITH EXPANDED ACCESS TO ALLOW SAME-DAY APPOINTMENTS AND AFTER-HOURS CARE; ENHANCED TECHNOLOGY TO INCLUDE ELECTRONIC MEDICAL RECORDS AND EMAILS WITH PATIENTS; AND A COMPREHENSIVE CARE TEAM FOR THOSE WITH OR AT RISK OF HAVING A CHRONIC CONDITION. ADMINISTRATIVE ASSISTANCE WAS ALSO PROVIDED TO HELP IMPLEMENT NEW OFFICE PROCEDURES. ANOTHER IMPORTANT ASPECT OF THE PCMH MODEL WAS THAT IT INCLUDED MANY OF THE FEDERAL HEALTH CARE REFORM EFFORTS RELATED TO PREVENTION AND WELLNESS THROUGH COORDINATED CARE, EVIDENCED-BASED GUIDELINES TO GAUGE OUTCOMES AND REFORM OF PHYSICIAN PAYMENT TO IMPROVE QUALITY AND EFFICIENCY. IHA DEVOTED TIME AND FINANCIAL RESOURCES THAT ENABLED THE 130 PHYSICIANS IN THIS PROGRAM TO REDESIGN THEIR PRACTICES. IHA ALSO PROVIDED DETAILED MEMBER INFORMATION TO ENABLE OUR PHYSICIANS TO MANAGE CARE OPPORTUNITIES FOR IHA MEMBERS. AT THE END OF THE PILOT IN DECEMBER 2011, THE 18 PRIMARY CARE PRACTICES INVOLVED IN THE PILOT PROGRAM ACHIEVED THE HIGHEST RECOGNITION BY THE NATIONAL COMMITTEE FOR QUALITY ASSURANCE (NCQA). THE PATIENT CENTRIC MODEL IS A VIABLE WAY TO ACHIEVE THE "TRIPLE AIM:" BETTER HEALTH, BETTER CARE AND LOWER COSTS. HEALTH CARE REFORM INITIATIVES ENCOURAGE THIS TYPE OF CARE DELIVERY AND IHA AND THESE PROGRESSIVE PRIMARY CARE PHYSICIAN PRACTICES ARE AT THE FOREFRONT OF WHAT THE NATION WILL BE DOING. IN 2012, IHA EVOLVED ITS SUCCESSFUL PCMH CARE MODEL FOR PRIMARY CARE INTO A MORE COMPREHENSIVE PROGRAM CALLED THE PRIMARY CONNECTION, WHICH OFFICIALLY BEGAN JULY 1, 2012. THE INITIATIVE CONNECTS A STRONG, COLLABORATIVE GROUP OF PRIMARY CARE PHYSICIAN PRACTICES WITH SPECIALISTS AND OTHER HEALTH CARE PROVIDERS. PRACTICES ARE UNDERGOING TRANSFORMATION TO IMPROVE CARE COORDINATION, ACCESS AND AVAILABILITY. THE PRIMARY CONNECTION FOSTERS INTERDEPENDENCY AND INTENSE COLLABORATION AMONG THE PRACTICES TO CREATE AND IMPLEMENT SPECIFIC CARE COORDINATION PROGRAMS (SUCH AS HOSPITAL ALTERNATIVE PROGRAMS, CARE TRANSITION PROGRAMS FROM HOSPITAL TO HOME), DESIGNATED PRACTICE RESOURCES (SUCH AS PHARMACISTS PROVIDING MEDICATION THERAPY MANAGEMENT, IMBEDDED BEHAVIORAL COUNSELORS WITHIN PRACTICES), AND CARE COORDINATION CONTRACTS BETWEEN PRIMARY AND SPECIALTY CARE PHYSICIANS. THE PRIMARY CONNECTION PRACTICES ARE CLOSELY MONITORED FOR PERFORMANCE AND ADHERENCE TO THE TENETS OF THE TRIPLE AIM. THESE PRACTICES ARE REIMBURSED UNDER AN INNOVATIVE HYBRID REIMBURSEMENT METHODOLOGY THAT RETAINS ELEMENTS OF FEE-FOR-SERVICE PAYMENT, BUT INCLUDES A RISK-ADJUSTED POPULATION-BASED CARE COORDINATION FEE AND A SHARED SAVINGS COMPONENT. THE HYBRID PAYMENT SYSTEM ALLOWS PRIMARY CARE PRACTICES TO MORE FULLY UTILIZE ANCILLARY NURSING AND MIDLEVEL STAFF, RECOGNIZES THE PRACTICE'S EFFORTS TO IMPLEMENT E-COMMUNICATION STRATEGIES, AND REWARDS EFFORTS TO WORK COOPERATIVELY AND EFFECTIVELY WITH HOSPITALS AND SPECIALTY PHYSICIANS TO REDUCE MEDICALLY UNNECESSARY SERVICES AND POTENTIALLY AVOIDABLE ADMISSIONS. THIS PROGRESSIVE APPROACH INITIALLY INVOLVED 21 PRACTICES, THEIR 140 PHYSICIANS AND MORE THAN 54,000 PATIENTS AND HAS SINCE GROWN TO 29 PRACTICES AND 189 PHYSICIANS, SERVING 83,892 PATIENTS.AS PART OF IHA'S EFFORTS TO IMPROVE THE QUALITY, ACCESS AND AFFORDABILITY OF HEALTH CARE, THE HEALTH CARE PLAN IS ATTEMPTING TO REDUCE UNNECESSARY EMERGENCY ROOM VISITS AND PREVENT HOSPITAL ADMISSIONS AND READMISSIONS THROUGH VARIOUS INITIATIVES. IHA RECOGNIZES CARE COORDINATION AMONG PHYSICIANS AND OTHER HEALTH PROVIDERS INCLUDING HOSPITALS, NURSING HOMES AND OTHERS IMPROVES EFFICIENCY AND PATIENT OUTCOMES. IHA PROVIDES PRACTICE CARE COORDINATORS (PCC) TO THE 29 PHYSICIAN OFFICES OF THE PRIMARY CONNECTION. THE PCC'S ARE WORKING RIGHT WITHIN PRIMARY CARE PRACTICES AS EXTENDED CASE MANAGERS TO ENSURE THE DELIVERY OF QUALITY, EFFICIENT AND COORDINATED HEALTH CARE SERVICES. USING A TEAM APPROACH WITH THE OFFICE PRACTICES TO OPTIMIZE A MEMBER'S CARE, THE PCC PLANS, COORDINATES AND EVALUATES ALL OPTIONS AND SERVICES AVAILABLE TO DEVELOP AN INDIVIDUALIZED PLAN FOR THE PATIENT.OTHER MEMBERSHIP SERVICES INCLUDE PREVENTIVE CARE WITH ACTIVE PARTICIPATION BY COMMUNITY ORGANIZATIONS IN INITIATIVES SUCH AS THE P2 COLLABORATIVE OF WESTERN NEW YORK (P2), A NOT-FOR-PROFIT DEDICATED TO IMPROVING THE HEALTH OF PEOPLE IN WESTERN NEW YORK. IT DEPENDS ON UNPRECEDENTED COLLABORATION AMONG KEY STAKEHOLDERS AND THE SHARING OF CLINICAL INFORMATION, AS WELL AS THE ADOPTION OF HEALTH INFORMATION TECHNOLOGY AND ELECTRONIC MEDICAL RECORDS, THROUGH ORGANIZATIONS SUCH AS HEALTHELINK.THE IHA HEALTH COACH PROGRAM OFFERS A BROAD RANGE OF SERVICES, INCLUDING EDUCATION AND CARE COORDINATION, TO IMPROVE THE HEALTH OF IHA MEMBERS AND EMPLOYEES. HEALTH COACHES ARE LICENSED REGISTERED NURSES, DIETITIANS, RESPIRATORY THERAPISTS, SOCIAL WORKERS, AND OTHER CERTIFIED HEALTH PROFESSIONALS WHO ENCOURAGE SELF-MANAGEMENT AND EDUCATE MEMBERS ON LIVING A HEALTHY LIFE. THEY PROVIDE PERSONALIZED SERVICES TO HELP MEMBERS MAKE LASTING CHANGES TO ACHIEVE BETTER HEALTH AND WELL-BEING. EXAMPLES OF THEIR SUPPORT INCLUDE HELPING DEVELOP A DIET PLAN TO ASSIST WITH WEIGHT LOSS, ASSISTANCE WITH A SPECIFIC MEDICAL CONDITION OR COMPILING A LIST OF QUESTIONS FOR THE MEMBER TO ASK HIS/HER DOCTOR.OUR HEALTH COACHES AND DISEASE MANAGERS FREQUENTLY ENGAGE IN ON-SITE WORKPLACE WELLNESS ACTIVITIES, SUCH AS EMPLOYEE HEALTH FAIRS. THEY ALSO REGULARLY REACH OUT TO SUPPORT MEMBERS IDENTIFIED AS HAVING A CHRONIC DISEASE OR CARE OPPORTUNITY. IHA IS COMMITTED TO IMPROVING THE QUALITY, ACCESS AND AFFORDABILITY OF HEALTH CARE THROUGH MANY COMMUNITY OUTREACH PROGRAMS. IHA COMMUNITY HEALTH OUTREACH WORKERS (CHOWS) ARE BASED IN THE COMMUNITY, MAKING HOME VISITS TO MEDISOURCE MEMBERS IN NEED THROUGHOUT ERIE AND NIAGARA COUNTIES AND BUILDING RELATIONSHIPS IN TARGETED NEIGHBORHOODS TO PROMOTE HEALTH AND WELLNESS BEHAVIORS AND BELIEFS. CHOWS SPECIFICALLY WORK WITH HIGH-COST MEMBERS OR THOSE WHO INAPPROPRIATELY UTILIZE SERVICES, AS WELL AS HIGH-RISK PATIENTS WHO HAVE UNMANAGED OR END-STAGE CHRONIC DISEASES. THESE DEDICATED WORKERS ALSO PROVIDE CARE COORDINATION SERVICES TO MEMBERS IN NEED OF PREVENTIVE SERVICES, SCREENINGS OR A PRIMARY CARE PROVIDER, AND OFFER SPECIAL OUTREACH PROGRAMS SUCH AS THE MAMMOGRAPHY BUS. CHOWS COLLABORATE WITH IHA'S CASE MANAGEMENT DEPARTMENT TO BRING MEMBERS HOPE AND AN UNDERSTANDING OF COMPLEX ISSUES.	Desc
Total Program Service Expenses	$1,218,290,575	TotalProgramServiceExpensesAmt
Described In Section501c3	0	DescribedInSection501c3Ind
Schedule B Required	0	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	Yes (1)	CreditCounselingInd
Temp Or Permanent Endowments	0	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	Yes (1)	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	Yes (1)	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	Yes (1)	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	Yes (1)	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (1)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (1)	TransactionWithControlEntInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	173	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	1166	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Foreign Financial Account	Yes (1)	ForeignFinancialAccountInd
Foreign Country	BD	ForeignCountryCd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	21	GoverningBodyVotingMembersCnt
Independent Voting Member	15	IndependentVotingMemberCnt
Family Or Business Rln	Yes (1)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	Yes (1)	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	Yes (1)	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	Yes (1)	InvestmentInJointVentureInd
Written Policy Or Procedure	0	WrittenPolicyOrProcedureInd
States Where Copy Of Return Is Fld	NY	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	MICHAEL J FASO	PersonNm
Phone	7166313001	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	511 FARBER LAKES DRIVE	AddressLine1
City	BUFFALO	City
State	NY	State
ZIP Code	14221	ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (42 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
R MARSHALL WINGATE
BOARD MEMBER	6.00	0.00	Yes (X)	$31,000	$0	$5,833
JOHN N WALSH III
BOARD MEMBER	6.00	1.00	Yes (X)	$31,000	$0	$0
BRENDA W MCDUFFIE
BOARD MEMBER	6.00	0.00	Yes (X)	$31,000	$0	$5,833
STUART H ANGERT
SECOND VICE CHAIRPERSON	6.00	1.00	Yes (X)	$31,000	$0	$1,634	Yes (X)
JOHN ANTKOWIAK
CHAIRPERSON	20.00	1.00	Yes (X)	$68,000	$0	$5,833	Yes (X)
FRANK J COLANTUONO
BOARD MEMBER	6.00	0.00	Yes (X)	$38,000	$0	$5,833
COLLEEN C DIPIRRO
BOARD MEMBER	6.00	0.00	Yes (X)	$32,913	$0	$3,402
SHAWN COTTON
BOARD MEMBER	6.00	0.00	Yes (X)	$31,000	$0	$5,833
JOHN J CULKIN
BOARD MEMBER	6.00	0.00	Yes (X)	$30,000	$0	$5,833
MICHAEL HEIMERL
VICE CHAIRPERSON	6.00	0.00	Yes (X)	$38,000	$0	$5,833	Yes (X)
DONNA M KELSCH
BOARD MEMBER	6.00	0.00	Yes (X)	$38,000	$0	$5,833
DONALD ROBINSON
BOARD MEMBER	6.00	0.00	Yes (X)	$46,925	$0	$5,833
EDWARD STEHLIK
BOARD MEMBER	6.00	0.00	Yes (X)	$38,000	$0	$5,833
MOISES SUDIT
BOARD MEMBER	6.00	0.00	Yes (X)	$38,000	$0	$0
NORA B SULLIVAN
SECRETARY	6.00	0.00	Yes (X)	$31,000	$0	$5,833	Yes (X)
DUANE J SUNDELL
BOARD MEMBER	6.00	0.00	Yes (X)	$30,000	$0	$0
RICHARD T TILLOTSON JR
BOARD MEMBER	6.00	0.00	Yes (X)	$30,000	$0	$5,833
SYDNEY N WEISS
BOARD MEMBER	6.00	0.00	Yes (X)	$38,000	$0	$5,833
ANTHONY B MARTINO
BOARD MEMBER	6.00	0.00	Yes (X)	$38,000	$0	$5,833
RENE F JONES
BOARD MEMBER	6.00	0.00	Yes (X)	$0	$0	$0
MICHAEL W CROPP
PRESIDENT & CEO	33.00	17.00	Yes (X)	$1,373,657	$0	$364,721	Yes (X)
MARK JOHNSON
EVP & CFO	33.00	18.00		$963,634	$0	$510,558	Yes (X)
CARLEEN A DUNNE
GOVT. PRG. COMPLIANCE OFF.	6.00	0.00		$18,094	$0	$14,144	Yes (X)
DAWN CAROLINE ODRZYWOLSKI
CHIEF COMPLIANCE OFFICER	33.00	13.00		$92,907	$0	$16,370	Yes (X)
LAURA TULYK-ROSSI
COMPLIANCE OFFICER	11.00	5.00		$51,199	$0	$3,719	Yes (X)
JOHN MINEO ESQ
SECRETARY, GENERAL COUNSEL	32.00	18.00		$415,343	$0	$55,906	Yes (X)
THOMAS J FOELS
EVP - CHIEF MED. OFFICER	34.00	28.00		$534,915	$0	$334,615	Yes (X)
JOHN R RODGERS
EVP - COO	31.00	26.00		$581,122	$0	$351,924		Yes (X)
ANN M PENTKOWSKI
SVP - CHIEF ACT. & UNDER.	31.00	15.00		$465,957	$0	$242,376		Yes (X)
JILL SYRACUSE
EVP - CHIEF SERV. OFFICER	34.00	17.00		$518,927	$0	$342,573		Yes (X)
LOUIS DISERAFINO
CHIEF RISK OFFICER	33.00	16.00		$337,779	$0	$50,471		Yes (X)
MICHAEL J FASO
SVP - FINANCE & BUS. DEV.	23.00	22.00		$352,994	$0	$207,503		Yes (X)
JUDITH ANN FELDMAN
SVP - INFORMATION TECH.	37.00	23.00		$330,363	$0	$153,209		Yes (X)
NORA K MCGUIRE
SVP - CMO	31.00	21.00		$337,157	$0	$44,459		Yes (X)
PAMELA MENARD
SVP - HEALTHCARE DELIVERY INNOVATION	33.00	52.00		$293,596	$0	$161,744		Yes (X)
PATRICIA CLABEAUX
SVP - HR & ORGANIZATIONAL DEV.	32.00	16.00		$246,543	$0	$42,125		Yes (X)
DAVID W DONOVAN
VP - SALES	32.00	19.00		$361,259	$0	$39,102			Yes (X)
J BRIAN SAME
ASSOC. MED. DIRECTOR	25.00	11.00		$296,672	$0	$70,075			Yes (X)
WILLIAM R BASILE
VP - ACT/UNDER/INFORM	34.00	19.00		$286,575	$0	$48,442			Yes (X)
MARGARET STEFFAN
VP - FIN. & TREASURY SRVCS.	24.00	22.00		$276,867	$0	$160,790			Yes (X)
THEODORE J BULTER
VP - PBM SALES	20.00	17.00		$268,547	$0	$79,131			Yes (X)
GORDON B CUMMING
FORMER KEY EMPLOYEE	0.00	0.00		$357,247	$0	$22,137				Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$9,451,192	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$3,402,792	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	167	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (1)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1	CityContractorAddress/USAddress/City	StateContractorAddress/USAddress/State	ZIP CodeContractorAddress/USAddress/ZIPCode	ServicesServicesDesc	CompensationCompensationAmt
INDIVIDUAL PRACTICE ASSOCIATION OF WNY
511 FARBER LAKES DRIVE	BUFFALO	NY	14221	MEDICAL & PHARMACY BENEFIT SERVICES	$951,473,760
HEALTHPLEX IPA
333 EARLE OVINGTON BLVD	UNIONDALE	NY	115533608	DENTAL BENEFITS COMPANY	$11,515,207
COMPUTER TASK GROUP
PO BOX 711778	CINCINNATI	OH	452711778	PRODUCTION & PROJECT SUPPORT SERVICES	$11,363,417
EYEMED VISION CARE
15274 COLLECTIONS CENTER DRIVE	CHICAGO	IL	60693	VISION BENEFITS COMPANY	$5,236,658
HEALTHEDGE SOFTWARE INC
PO BOX 347589	PITTSBURGH	PA	152514589	PRODUCTION & PROJECT SUPPORT SERVICES	$4,726,089

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	138	CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp

Field	Value	IRS element (for citing)
Desc	PREMIUMS, COB & REINS	Desc
Business	524114	BusinessCd
Total Revenue Column	$1,357,749,152	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,357,749,152	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$1,357,749,152	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$11,117,358	TotalRevenueColumnAmt
Exclusion	$11,117,358	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$4,375	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$1,024	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$3,351	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,351	TotalRevenueColumnAmt
Exclusion	$3,351	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$154,910,932	SecuritiesAmt
Other	$1,173	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$154,926,467	SecuritiesAmt
Other	$401,593	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	-$15,535	SecuritiesAmt
Other	-$400,420	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$415,955	TotalRevenueColumnAmt
Exclusion	-$415,955	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	CONSULTING	Desc
Business	541610	BusinessCd
Total Revenue Column	$59,647,584	TotalRevenueColumnAmt
Unrelated Business Revenue	$59,647,584	UnrelatedBusinessRevenueAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$59,647,584	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,428,101,490	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,357,749,152	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$59,647,584	UnrelatedBusinessRevenueAmt
Exclusion	$10,704,754	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$1,410,901	TotalAmt
Program Services	$1,410,901	ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$1,182,143,416	TotalAmt
Program Services	$1,182,143,416	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$10,587,140	TotalAmt
Management And General	$10,587,140	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$68,986,723	TotalAmt
Program Services	$10,248,852	ProgramServicesAmt
Management And General	$58,737,871	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	-$28,637,199	TotalAmt
Program Services	$639,488	ProgramServicesAmt
Management And General	-$29,276,687	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$11,132,667	TotalAmt
Program Services	$1,724,092	ProgramServicesAmt
Management And General	$9,408,575	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$5,388,931	TotalAmt
Program Services	$776,224	ProgramServicesAmt
Management And General	$4,612,707	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$256,836	TotalAmt
Management And General	$256,836	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$282,108	TotalAmt
Management And General	$282,108	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$174,000	TotalAmt
Management And General	$174,000	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$1,000,214	TotalAmt
Management And General	$1,000,214	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$17,686,624	TotalAmt
Program Services	$435,495	ProgramServicesAmt
Management And General	$17,251,129	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$5,990,053	TotalAmt
Program Services	$155,813	ProgramServicesAmt
Management And General	$5,834,240	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$13,854,956	TotalAmt
Program Services	$353,184	ProgramServicesAmt
Management And General	$13,501,772	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$19,875,588	TotalAmt
Program Services	$2,446,306	ProgramServicesAmt
Management And General	$17,429,282	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$4,120,469	TotalAmt
Management And General	$4,120,469	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$292,589	TotalAmt
Program Services	$49,286	ProgramServicesAmt
Management And General	$243,303	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$51,334	TotalAmt
Program Services	$14,517	ProgramServicesAmt
Management And General	$36,817	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$25,401,330	TotalAmt
Management And General	$25,401,330	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$2,771,215	TotalAmt
Program Services	$1,925,276	ProgramServicesAmt
Management And General	$845,939	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
BAD DEBT & CHARITY, GME	$14,689,303	$14,689,303	$0	$0
FAMILY CHOICE	$6,737,706	$0	$6,737,706	$0
MISCELLANEOUS	$3,427,613	$1,278,422	$2,149,191	$0
NYS ASSESSMENT	$1,812,715	$0	$1,812,715	$0

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,546,830	TotalAmt
Management And General	$1,546,830	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,370,984,062	TotalAmt
Program Services	$1,218,290,575	ProgramServicesAmt
Management And General	$152,693,487	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$24,619,375	BOYAmt
EOY	$21,110,394	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$101,490,542	BOYAmt
EOY	$133,092,370	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$15,079,818	BOYAmt
EOY	$35,633,273	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$158,738,772	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$105,831,089	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$54,417,530	BOYAmt
EOY	$52,907,683	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$307,001,651	BOYAmt
EOY	$318,379,950	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$601,001	BOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,394,668	BOYAmt
EOY	$2,310,667	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$173,122,162	BOYAmt
EOY	$174,982,451	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$678,726,747	BOYAmt
EOY	$738,416,788	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$73,889,799	BOYAmt
EOY	$56,070,581	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$6,098	BOYAmt
EOY	$2,915	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$17,184,761	BOYAmt
EOY	$25,899,471	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$1,604,472	BOYAmt
EOY	$835,294	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$89,769,238	BOYAmt
EOY	$106,299,825	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$182,454,368	BOYAmt
EOY	$189,108,086	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$340,663,407	BOYAmt
EOY	$380,233,260	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$155,608,972	BOYAmt
EOY	$169,075,442	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$496,272,379	BOYAmt
EOY	$549,308,702	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$678,726,747	BOYAmt
EOY	$738,416,788	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$57,117,428	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$5,031,105	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$950,000	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	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 (1)	AuditCommitteeInd
Federal Grant Audit Required	Yes (1)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (1)	FederalGrantAuditPerformedInd

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Agent Trustee Etc	0	AgentTrusteeEtcInd
Incl Escrow Custodial Acct Liab	Yes (1)	InclEscrowCustodialAcctLiabInd
Explanation Provided	Yes (X)	ExplanationProvidedInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$542,713	OtherCostOrOtherBasisAmt
Book Value	$542,713	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$18,316,583	OtherCostOrOtherBasisAmt
Depreciation	$5,585,688	DepreciationAmt
Book Value	$12,730,895	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$10,840,847	OtherCostOrOtherBasisAmt
Depreciation	$4,200,910	DepreciationAmt
Book Value	$6,639,937	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$24,592,234	OtherCostOrOtherBasisAmt
Depreciation	$22,509,841	DepreciationAmt
Book Value	$2,082,393	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$104,446,395	OtherCostOrOtherBasisAmt
Depreciation	$73,534,650	DepreciationAmt
Book Value	$30,911,745	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$52,907,683	TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDesc	Book ValueBookValueAmt
INVESTMENTS RESTRICTED AS TO USE	$64,770,901
INVESTMENTS IN AFFILIATES	$110,211,550

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$174,982,451	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDesc	AmtAmt
BENEFITS PAYABLE	$17,708,488
CAPITATION PAYABLE	$80,741,820
INTERCOMPANY PAYABLE	$7,849,517

Field	Value	IRS element (for citing)
Total Liability	$106,299,825	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$1,415,515,922	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$5,031,105	NetUnrealizedGainsInvstAmt
Other Revenue	-$2,226,333	OtherRevenueAmt
Revenue Not Reported	-$7,257,438	RevenueNotReportedAmt
Revenue Subtotal	$1,422,773,360	RevenueSubtotalAmt
Other Revenues Not Included	$5,328,130	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$5,328,130	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$1,428,101,490	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$1,396,717,230	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	-$5,328,130	OtherExpensesIncludedAmt
Expenses Not Reported	-$5,328,130	ExpensesNotReportedAmt
Expenses Subtotal	$1,402,045,360	ExpensesSubtotalAmt
Other Expenses Not Included	-$31,061,298	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	-$31,061,298	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$1,370,984,062	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART IV, LINE 2B:	LONG TERM INCENTIVE DEFERRED COMPENSATION PLAN IS OFFERED TO KEY EXECUTIVES. FUTURE PAYMENT IS BASED ON PERFORMANCE AND HISTORICAL COMPENSATION. ASSETS ARE UNDER CUSTODIAL ARRANGEMENT WITH M&T BANK.
PART X, LINE 2:	INDEPENDENT HEALTH ASSOCIATION & AFFILIATES (THE ASSOCIATION) RECOGNIZED NO LIABILITY FOR UNRECOGNIZED INCOME TAX BENEFITS AT DECEMBER 31, 2013 AND 2012. THE ASSOCIATION DID NOT RECORD INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN 2013 AND 2012. THE ASSOCIATION IS SUBJECT TO U.S. FEDERAL INCOME TAX AND INCOME TAX IN VARIOUS STATE JURISDICTIONS. AS OF DECEMBER 31, 2013, THE ASSOCIATION'S TAX YEARS FOR 2011, 2012, AND 2013 ARE SUBJECT TO EXAMINATIONS BY FEDERAL TAX AUTHORITIES.
PART XI, LINE 2D - OTHER ADJUSTMENTS:	BANK CHARGES & INVESTMENT FEES NETTED AGAINST OTHER INCOME -1,350,133. OPERATING GRANT NETTED AGAINST INCOME -876,200.
PART XI, LINE 4B - OTHER ADJUSTMENTS:	COB REVENUE 565,627. RENTAL EXPENSE INCLUDED ON PART VIII, LINE 6B -1,024. MASON & NYS REINSURANCE 866,991. REINSURANCE ADJUSTMENT 2,688,255. RX REBATE 1,208,281.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	COB REVENUE -565,627. RENTAL EXPENSE INCLUDED ON PART VIII, LINE 6B 1,024. MASON & NYS REINSURANCE -866,991. REINSURANCE ADJUSTMENT -2,688,255. RX REBATE -1,208,281.
PART XII, LINE 4B - OTHER ADJUSTMENTS:	BANK CHARGES & INVESTMENT FEES NETTED AGAINST OTHER INCOME 1,350,133. PENSION RELATED CHANGES OTHER THAN NET PERIODIC PENSION COST -33,287,630. OPERATING GRANT NETTED AGAINST INCOME 876,200. ROUNDING -1.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)

RegionRegionTxt	OfficesOfficesCnt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
CENTRAL AMERICA AND THE CARIBBEAN	0	0	PROGRAM SERVICES	REINSURANCE	$300,162
CENTRAL AMERICA AND THE CARIBBEAN			INVESTMENTS		$3,810,000

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	0	SubtotalEmployeesCnt
Continutation Total Office	0	ContinutationTotalOfficeCnt
Continutation Total Employee	0	ContinutationTotalEmployeeCnt
Total Office	0	TotalOfficeCnt
Total Employee	0	TotalEmployeeCnt
Subtotal Spent	$4,110,162	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$4,110,162	TotalSpentAmt
Transfer To Foreign Corp	Yes (1)	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (1)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	0	PassiveForeignInvestmestCoInd
Foreign Partnership	0	ForeignPartnershipInd
Boycott Countries	0	BoycottCountriesInd

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (26 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
CATHOLIC HEALTH
2121 MAIN STREET SUITE 300	BUFFALO	NY	14214	222565278	501(C)(3)	$15,000	SPONSORSHIPS
NIAGARA FALLS MEMORIAL MEDICAL CENTER
621 TENTH STREET	NIAGARA FALLS	NY	14302	160743094	501(C)(3)	$5,000	SPONSORSHIPS
THEATRE OF YOUTH
203 ALLEN STREET	BUFFALO	NY	14201	237286004	501(C)(3)	$100,000	SPONSORSHIPS
SENECA DIABETES FOUNDATION
PO BOX 309	IRVING	NY	140810309	203214056	501(C)(3)	$40,000	SPONSORSHIPS
SHEA'S PERFORMING ARTS CENTER
646 MAIN STREET	BUFFALO	NY	142021978	161158412	501(C)(3)	$35,000	SPONSORSHIPS
P2 COLLABORATIVE
6225 SHERIDAN DRIVE	WILLIAMSVILLE	NY	14221	421604185	501(C)(3)	$30,000	SPONSORSHIPS
BUFFALO NIAGARA PARTNERSHIP
PO BOX 53	BUFFALO	NY	14205	160365700	501(C)(3)	$30,000	SPONSORSHIPS
BUFFALO URBAN LEAGUE
15 E GENESEE STREET	BUFFALO	NY	14203	160743940	501(C)(3)	$25,000	SPONSORSHIPS
CANISUS COLLEGE
2001 MAIN STREET	BUFFALO	NY	14208	160743209	501(C)(3)	$20,000	SPONSORSHIPS
BUFFALO ZOO (ZOOLOGICAL SOCIETY OF BUFFALO INC)
300 PARKSIDE AVENUE	BUFFALO	NY	14214	160911204	501(C)(3)	$20,000	SPONSORSHIPS
TASTE OF BUFFALO INC
276 GREENWOOD COURT	EAST AURORA	NY	14052	161390601	501(C)(6)	$15,500	SPONSORSHIPS
CHAUTAUQUA INSTITUTE
ONE AMES AVE	CHAUTAUQUA	NY	14722	160758844	501(C)(3)	$15,000	SPONSORSHIPS
GREEN OPTIONS BUFFALO
640 ELLICOTT ST SUITE 447	BUFFALO	NY	14203	272501533	501(C)(3)	$15,000	SPONSORSHIPS
BUFFALO PHILHARMONIC ORCHESTRA
499 FRANKLIN STREET	BUFFALO	NY	14202	160755739	501(C)(3)	$12,500	SPONSORSHIPS
CATHOLIC CHARITIES OF BUFFALO NEW YORK
741 DELAWARE AVENUE	BUFFALO	NY	14209	160743251	501(C)(3)	$10,000	SPONSORSHIPS
UNIVERSITY OF BUFFALO FOUNDATION
PO BOX 900	BUFFALO	NY	142032720	160865182	501(C)(3)	$10,000	SPONSORSHIPS
LEADERSHIP BUFFALO
237 MAIN STREET SUITE 1500	BUFFALO	NY	142032720	161363536	501(C)(3)	$9,150	SPONSORSHIPS
LEUKEMIA & LYMPHOMA SOCIETY
1311 MAMARONECK AVENUE SUITE 310	WHITE PLAINS	NY	10605	135644916	501(C)(3)	$8,000	SPONSORSHIPS
HERITAGE CENTERS ERIE COUNTY
101 OAK STREET	BUFFALO	NY	14203	160769044	501(C)(3)	$7,500	SPONSORSHIPS
POLICE ATHLETIC LEAGUE
65 NIAGARA SQUARE 21ST FLOOR	BUFFALO	NY	14202	161468698	501(C)(3)	$7,500	SPONSORSHIPS
CANISUS COLLEGE ATHLETICS
2001 MAIN STREET	BUFFALO	NY	14208	160743942	501(C)(3)	$6,000	SPONSORSHIPS
AMERICAN HEART ASSOCIATION
7272 GREENVILLE AVENUE	DALLAS	TX	75231	135613797	501(C)(3)	$5,000	SPONSORSHIPS
GATEWAY-LONGVIEW INC
10 SYMPHONY CIRCLE	BUFFALO	NY	14201	160743081	501(C)(3)	$5,000	SPONSORSHIPS
BROTHERS OF MERCY
10570 BERGTOLD ROAD	CLARENCE	NY	140312198	160746852	501(C)(3)	$5,000	SPONSORSHIPS
OPPORTUNITIES UNLIMITED OF NIAGARA
1555 FACTORY OUTLET BLVD	NIAGARA FALLS	NY	14304	222221343	501(C)(3)	$5,000	SPONSORSHIPS
INDEPENDENT HEALTH FOUNDATION
777 INTERNATIONAL DRIVE	BUFFALO	NY	14221	161417199	501(C)(3)	$876,200	OPERATING GRANT

Field	Value	IRS element (for citing)
Total501c3 Org	25	Total501c3OrgCnt
Total Other Org	1	TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	INDEPENDENT HEALTH ASSOCIATION SUPPORTS NON-PROFIT ORGANIZATIONS THAT ARE ALIGNED WITH OUR MISSION TO PROVIDE ACCESS TO AFFORDABLE, QUALITY HEALTH CARE, AND/OR WOULD BENEFIT FROM INDEPENDENT HEALTH'S COMMUNITY LEADERSHIP AND GOODWILL. AMOUNTS ARE RECORDED IN THE GENERAL LEDGER, PRIMARILY UNDER COMMUNITY RELATIONS, AND HARD COPIES OF ALL PAYMENTS ARE KEPT ON FILE (BOTH PAPER AND ELECTRONICALLY).	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Discretionary Spending Acct	Yes (X)	DiscretionarySpendingAcctInd
Written Policy Ref T And E Expnss	Yes (1)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (1)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Written Employment Contract	Yes (X)	WrittenEmploymentContractInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	Yes (1)	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (1)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (19 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
MICHAEL W CROPP
PRESIDENT & CEO	$863,287	$0	$499,824	$0	$10,546	$0	$315,369	$0	$49,352	$0	$1,738,378	$0	$0	$0
MARK JOHNSON
EVP & CFO	$598,707	$0	$293,273	$0	$71,654	$0	$464,134	$0	$46,424	$0	$1,474,192	$0	$0	$0
JOHN MINEO ESQ
SECRETARY, GENERAL COUNSEL	$287,707	$0	$104,574	$0	$23,062	$0	$34,232	$0	$21,674	$0	$471,249	$0	$0	$0
THOMAS J FOELS
EVP - CHIEF MED. OFFICER	$350,000	$0	$150,658	$0	$34,257	$0	$294,774	$0	$39,841	$0	$869,530	$0	$0	$0
JOHN R RODGERS
EVP - COO	$383,207	$0	$188,573	$0	$9,342	$0	$296,509	$0	$55,415	$0	$933,046	$0	$0	$0
ANN M PENTKOWSKI
SVP - CHIEF ACT. & UNDER.	$314,512	$0	$113,590	$0	$37,855	$0	$217,128	$0	$25,248	$0	$708,333	$0	$0	$0
JILL SYRACUSE
EVP - CHIEF SERV. OFFICER	$312,207	$0	$194,678	$0	$12,042	$0	$311,193	$0	$31,380	$0	$861,500	$0	$0	$0
LOUIS DISERAFINO
CHIEF RISK OFFICER	$237,550	$0	$69,973	$0	$30,256	$0	$34,732	$0	$15,739	$0	$388,250	$0	$0	$0
MICHAEL J FASO
SVP - FINANCE & BUS. DEV.	$245,050	$0	$71,400	$0	$36,544	$0	$191,967	$0	$15,536	$0	$560,497	$0	$0	$0
JUDITH ANN FELDMAN
SVP - INFORMATION TECH.	$237,082	$0	$77,827	$0	$15,454	$0	$137,062	$0	$16,147	$0	$483,572	$0	$0	$0
NORA K MCGUIRE
SVP - CMO	$239,512	$0	$77,544	$0	$20,101	$0	$37,263	$0	$7,196	$0	$381,616	$0	$0	$0
PAMELA MENARD
SVP - HEALTHCARE DELIVERY INNOVATION	$219,955	$0	$71,306	$0	$2,335	$0	$154,682	$0	$7,062	$0	$455,340	$0	$0	$0
PATRICIA CLABEAUX
SVP - HR & ORGANIZATIONAL DEV.	$238,457	$0	$5,544	$0	$2,542	$0	$25,984	$0	$16,141	$0	$288,668	$0	$0	$0
DAVID W DONOVAN
VP - SALES	$224,004	$0	$135,389	$0	$1,866	$0	$37,438	$0	$1,664	$0	$400,361	$0	$0	$0
J BRIAN SAME
ASSOC. MED. DIRECTOR	$265,212	$0	$29,657	$0	$1,803	$0	$53,743	$0	$16,332	$0	$366,747	$0	$0	$0
WILLIAM R BASILE
VP - ACT/UNDER/INFORM	$202,355	$0	$51,092	$0	$33,128	$0	$32,541	$0	$15,901	$0	$335,017	$0	$0	$0
MARGARET STEFFAN
VP - FIN. & TREASURY SRVCS.	$187,507	$0	$47,139	$0	$42,221	$0	$144,995	$0	$15,795	$0	$437,657	$0	$0	$0
THEODORE J BULTER
VP - PBM SALES	$139,274	$0	$119,314	$0	$9,959	$0	$65,007	$0	$14,124	$0	$347,678	$0	$0	$0
GORDON B CUMMING
FORMER KEY EMPLOYEE	$0	$0	$0	$0	$357,247	$0	$20,840	$0	$1,297	$0	$379,384	$0	$182,459	$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 1A	AT THE DISCRETION OF THE CEO, 16 EXECUTIVES (OFFICERS AND KEY EMPLOYEES) RECEIVE A DISCRETIONARY SPENDING ACCOUNT. THESE AMOUNTS ARE A PERCENTAGE OF BASE COMPENSATION AND ARE CAPPED AT SPECIFIC AMOUNTS. ANY REIMBURSEMENT WHICH IS NOT DEDUCTIBLE UNDER IRS REGULATIONS OR ANY UNCLAIMED AMOUNT AT THE END OF THE CALENDAR YEAR IS TREATED AS INCOME AND ADDED TO THE EXECUTIVE'S W-2. $324,928 WAS RECEIVED IN 2013 AND $188,100 WAS REPORTED AS TAXABLE COMPENSATION.
PART I, LINE 4A:	THE FOLLOWING LISTED PERSONS FROM PART VII, SECTION A RECEIVED SEVERANCE PAYMENTS AS PART OF A SEPARATION AGREEMENT WITH INDEPENDENT HEALTH DURING 2013: GORDON CUMMING - $174,788 LAURA TULYK-ROSSI - $12,989
PART I, LINE 4B:	ALL EMPLOYEES AND AMOUNTS LISTED ARE VOLUNTARY DEFERRALS OR COMPANY CONTRIBUTIONS TO A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN ORGANIZED UNDER CODE SECTION 457(F). GORDON CUMMING - $182,459

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (7 entries)

Relationship DescriptionRelationshipDescriptionTxt	TransactionTransactionAmt	TransactionTransactionDesc	Sharing Of RevenuesSharingOfRevenuesInd
SEE PART V
SEE PART V	$497,751	SEE PART V	0
SEE PART V
SEE PART V	$1,971,702	SEE PART V	0
SEE PART V
SEE PART V	$544,617	SEE PART V	0
SEE PART V
SEE PART V	$502,809	SEE PART V	0
SEE PART V
SEE PART V	$223,919	SEE PART V	0
SEE PART V
SEE PART V	$370,575	SEE PART V	0
SEE PART V
SEE PART V	$811,910	SEE PART V	0

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS:	FormAndLineReferenceDesc
Explanation	(A) NAME OF INTERESTED PERSON: EAST AURORA FAMILY PRACTICE(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND THE ORGANIZATION: PARTNERSHIP MORE THAN 5% OWNED BY SHAWN COTTON, CURRENT BOARD MEMBER(D) DESCRIPTION OF TRANSACTION: INDEPENDENT CONTRACTOR ARRANGEMENT, DELIVERY OF HEALTH CARESCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS:(A) NAME OF INTERESTED PERSON: TONAWANDA PEDIATRICS(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND THE ORGANIZATION: PARTNERSHIP MORE THAN 5% OWNED BY MICHAEL HEIMERL, CURRENT BOARD MEMBER(D) DESCRIPTION OF TRANSACTION: INDEPENDENT CONTRACTOR ARRANGEMENT, DELIVERY OF HEALTH CARESCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS:(A) NAME OF INTERESTED PERSON: WALSH DUFFIELD COMPANIES(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND THE ORGANIZATION: ENTITY INDIRECTLY OWNED BY MORE THAN 35% BY JOHN WALSH, CURRENT BOARD MEMBER(D) DESCRIPTION OF TRANSACTION: BROKER OF IHA PRODUCTSSCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS:(A) NAME OF INTERESTED PERSON: DONALD W. ROBINSON, M.D.(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND THE ORGANIZATION: 100% OWNERSHIP IN MEDICAL PRACTICE BY DR. DONALD ROBINSON, CURRENT BOARD MEMBER(D) DESCRIPTION OF TRANSACTION: INDEPENDENT CONTRACTOR ARRANGEMENT, DELIVERY OF HEALTH CARESCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS:(A) NAME OF INTERESTED PERSON: AMERICA'S HEALTH INSURANCE PLANS(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND THE ORGANIZATION: SHARED BOARD MEMBER, DR. MICHAEL CROPP(D) DESCRIPTION OF TRANSACTION: SERVICE PROVIDER (MEMBERSHIP DUES, LOBBYING ACTIVITIES)SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS:(A) NAME OF INTERESTED PERSON: NORTHTOWNS MEDICAL GROUP(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND THE ORGANIZATION: PARTNERSHIP MORE THAN 5% OWNED BY EDWARD STEHLIK, CURRENT BOARD MEMBER(D) DESCRIPTION OF TRANSACTION: INDEPENDENT CONTRACTOR ARRANGEMENT, DELIVERY OF HEALTH CARESCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS:(A) NAME OF INTERESTED PERSON: ALDEN PHARMACY INC(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND THE ORGANIZATION: 38% OWNED BY JOHN RODGERS, CURRENT KEY EMPLOYEE(D) DESCRIPTION OF TRANSACTION: INDEPENDENT CONTRACTOR ARRANGEMENT, DELIVERY OF HEALTH CARE	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART OF THE AFFORDABLE CARE ACT AND MEDICAID REFORM EFFORTS, HEALTH HOMES	ARE COMMUNITY NETWORKS OF PROVIDERS DESIGNATED BY THE STATE TO COORDINATE CARE AND SOCIAL NEEDS FOR MEDICAID MEMBERS WITH CHRONIC CONDITIONS, SUCH AS HIV/AIDS, SERIOUS MENTAL ILLNESS OR MULTIPLE CHRONIC HEALTH PROBLEMS. IHA ASSIGNS MEMBERS TO HEALTH HOMES AND SUPPORTS THESE NETWORKS ADMINISTRATIVELY, BILLING FOR SERVICES RENDERED AND REIMBURSING THEM. HEALTH HOMES ALSO REPORT QUALITY INDICATORS TO IHA. FOR FRAIL ELDERLY MEMBERS AND THEIR CAREGIVERS, THE CAREPARTNERS PROGRAM IS AVAILABLE AT NO ADDITIONAL COST. THIS HOME-BASED PROGRAM FACILITATES THE RIGHT CARE AND LIVING ENVIRONMENT AND IS DESIGNED TO PREVENT EMERGENCY ROOM VISITS AND HOSPITALIZATIONS. THROUGH HOME VISITS AND PHONE CALLS, REGISTERED NURSES AND SOCIAL WORKERS HELP COORDINATE CARE AND OFFER PSYCHO-SOCIAL SUPPORT, INCLUDING LINKING MEMBERS AND CAREGIVERS TO COMMUNITY AND FINANCIAL RESOURCES, ASSESSING THE SAFETY OF THE MEMBER AND HELPING COMPLETE ADVANCE DIRECTIVES IN ACCORDANCE WITH THE MEMBER'S WISHES. MEMBERS ALSO HAVE 24-HOUR ACCESS TO A REGISTERED NURSE THROUGH THIS PROGRAM. IHA OFFERS AN ADDITIONAL LEVEL OF SUPPORT AT NO COST TO MEMBERS FACING SERIOUS ILLNESS AND THEIR FAMILIES THROUGH OUR PALLIATIVE CARE PROGRAM. OUR PALLIATIVE CARE TEAM, WHICH INCLUDES A REGISTERED NURSE, SOCIAL WORKER AND MEDICAL DIRECTOR, PARTNERS WITH THE MEMBER'S PHYSICIAN TO COORDINATE CARE AND REDUCE AVOIDABLE HOSPITAL VISITS AND ADMISSIONS. THE PALLIATIVE CARE PROFESSIONALS HAVE OPEN AND SUPPORTIVE DISCUSSIONS ABOUT TREATMENT CHOICES WITH THE MEMBER AND PROVIDE THE SAME OUTREACH AND SERVICES AS CAREPARTNERS WITH THE GOAL OF HELPING MEMBERS LIVE MORE COMFORTABLY BY MANAGING SYMPTOMS IN ACCORDANCE WITH THEIR HEALTH CARE WISHES TO PROVIDE A BETTER QUALITY OF LIFE. IN ADDITION, IHA HAS QUALITY INCENTIVE PROGRAMS IN PLACE WITH SELECT PROVIDERS IN ORDER TO FACILITATE QUALITY IMPROVEMENT INITIATIVES IN THE COMMUNITY. IT ALSO WORKS WITH THE COMMUNITY OF HEALTH CARE PROVIDERS TO MANAGE AND DEVELOP INNOVATIVE HEALTH CARE SYSTEMS TO PROVIDE AFFORDABLE ACCESS TO COVERAGE AND TO REDUCE MEDICAL EXPENSE WITHIN THE COMMUNITY. SPECIFICALLY, IHA DEVELOPS AND CONDUCTS EXTENSIVE COMMUNITY WELLNESS AND BENEFIT INITIATIVES THAT HELP MEMBERS LEAD HEALTHIER LIVES AND HELP EMPLOYERS CONTROL HEALTH CARE COSTS. INCLUDED AMONG THESE INITIATIVES ARE PREVIOUS COMMUNITY WELLNESS AWARENESS PROGRAMS: PRACTICE EXCELLENCE, THE NATIONALLY RECOGNIZED PAY FOR PERFORMANCE PROGRAM, AND THE IDEALIZED DESIGN OF CLINICAL OFFICE PRACTICE, A MULTI-FACETED APPROACH TO RE-DESIGN PHYSICIAN OFFICES TO BE MORE PATIENT-CENTRIC. IHA ALSO CONTRACTED WITH THE NEW YORK STATE DEPARTMENT OF HEALTH IN A HEALTH CARE REFORM ACT (HCRA) PAY FOR PERFORMANCE DEMONSTRATION PROJECT (P4P) TO SUPPORT REGIONAL EFFORTS TO IMPROVE THE QUALITY OF HEALTH CARE BY DEVELOPING A STANDARDIZED PHYSICIAN PERFORMANCE MEASUREMENT AND REPORTING SYSTEM. THIS GRANT EXPIRED DECEMBER 31, 2009; HOWEVER AT THE END OF THIS GRANT PERIOD THE THREE REGIONAL HEALTH PLANS ENDORSED A CONTINUATION STRATEGY FOR THE QUALITY MEASURES COLLABORATIVE PROGRAM. THE PLANS CONTINUE TO PROVIDE REGULAR DATA EXTRACTS TO P2'S DESIGNATED DATA MANAGEMENT VENDOR, VIPS, WHO PERFORMS DATA AGGREGATION AND ANALYSIS. THE P2 COLLABORATIVE THEN REPORTS THIS PERFORMANCE DATA TO PROVIDERS VIA A SECURE INTERNET BASED PORTAL. EACH PLAN PROVIDES ONGOING FUNDING FOR THE QUALITY MEASURES COLLABORATIVE PROPORTIONATE TO ITS RESPECTIVE MARKET SHARE. THERE IS ALSO THE COMMUNITY ELECTRONIC MEDICAL RECORDS (EMR) PROGRAM THAT INCLUDES THREE REGIONAL HEALTH PLANS OF WNY, WHERE ALL PARTIES AGREED TO CREATE A FUNDING MECHANISM TO PROMOTE THE ADOPTION OF EMR TECHNOLOGIES IN WNY. THE LARGEST PORTION OF THIS FUNDING HAS BEEN ALLOCATED TO A HEAL 10 GRANT AS AN "IN-KIND" CONTRIBUTION TO COMMUNITY EMR'S EFFORTS TO IMPLEMENT EMRS IN PRIMARY CARE PRACTICES UNDER THE MEDICAL HOME CONCEPT WITH A CLINICAL FOCUS ON IMPROVING DIABETES MANAGEMENT. THE REMAINING PORTION OF THE COMMUNITY EMR FUNDING, NOT ALLOCATED TO THE HEAL 10 GRANT, HAS BEEN DEVOTED TOWARD IMPLEMENTATION OF EMRS IN PRIMARY AND SPECIALTY PHYSICIAN OFFICES, PER A MUTUALLY AGREED UPON NEEDS ASSESSMENT. IHA ALSO SUBSIDIZES INDIGENT CARE AND HEALTH CARE INITIATIVES UNDER THE HCRA LAW AND CONTRIBUTES TO A PROFESSIONAL EDUCATION POOL, LARGELY TO FUND GRADUATE MEDICAL EDUCATION EXPENSES. IHA IS ALSO RESPONSIBLE FOR THE COVERED LIVES ASSESSMENT BASED ON THE REGION IN WHICH THE MEMBER RESIDES AND HIS/HER ENROLLMENT STATUS (FAMILY OR INDIVIDUAL). SURCHARGES AND COVERED LIVES REMITTANCES ARE REQUIRED MONTHLY, AND TOTALED APPROXIMATELY $14.7 MILLION DURING 2013. IHA IS THE PRIMARY DEVELOPER OF MY ONLINE RECORD TO ACCESS RESOURCES (MORTAR), A SOFTWARE PROGRAM DESIGNED SPECIFICALLY FOR UNDERSERVED COMMUNITY POPULATIONS TO IDENTIFY HEALTH AND SOCIAL CONCERNS AND THEN ASSIST PEOPLE IN CONNECTING WITH SERVICES TO ADDRESS THESE ISSUES. MORTAR CAPTURES DATA RELATED TO A PERSON'S HEALTH (MEDICATIONS, HEALTH STATUS, FAMILY HISTORY, ETC.) BUT ALSO INCORPORATES LIVING CONDITIONS THAT AFFECT HEALTH, SUCH AS NOT HAVING ELECTRICITY OR LIVING IN AN UNSAFE HOME. THE INITIATIVE RECOGNIZES THE SOCIAL AND ENVIRONMENTAL BARRIERS THESE POPULATIONS OFTEN ENCOUNTER IN ACCESSING HEALTH CARE. MORTAR WORKS TO SUPPORT AN INDIVIDUAL'S NEED FOR OBTAINING A VARIETY OF SERVICES, FROM APPLYING FOR HEALTH INSURANCE AND FINDING A PRIMARY CARE PHYSICIAN TO GETTING INFORMATION AND COUNSEL ON MEDICAL CONDITIONS, NUTRITION AND PRESCRIPTION DRUG USE, AS WELL AS ADDRESSING OTHER SOCIAL DETERMINANTS OF HEALTH, FOR EXAMPLE HEATING SUPPORT AND OBTAINING PERSONAL HYGIENE ITEMS. IHA CONTRIBUTED MORE THAN 688 HOURS OF PERSONNEL SUPPORT TO THIS INITIATIVE AND INVESTED MORE THAN $79,000 AS OF OCTOBER 31, 2013. IT IS OUR HOPE THE PROGRAM WILL PROVIDE SUPPORT TO HEALTH AND HUMAN RESOURCE ORGANIZATIONS, SOCIAL SERVICE AGENCIES, COMMUNITY HEALTH WORKERS, HEALTH CARE PROVIDERS, AND OTHERS, AS WE ATTEMPT TO BRIDGE THE GAP BETWEEN SOCIAL AND MEDICAL PROBLEMS. MORTAR WILL SUPPORT THESE ORGANIZATIONS AS THEY ATTEMPT TO IMPROVE THEIR CLIENTS' LIVES AND ADDRESS SOCIAL PROBLEMS WITH SOCIAL SOLUTIONS, RATHER THAN MEDICAL SOLUTIONS. THERE IS AN EXPECTATION THAT THIS PROGRAM CAN BE BROUGHT TO OTHERS LOCATED IN UNDERSERVED AREAS. IHA'S REDSHIRT VOLUNTEER PROGRAM PROVIDES IHA EMPLOYEES AN OPPORTUNITY TO VOLUNTEER IN THEIR COMMUNITY, WHILE PROMOTING IHA AS A COMPANY WHO IS WILLING TO HELP GIVE BACK TO WNY. REDSHIRT EMPLOYEE VOLUNTEERS PROVIDE THE REDSHIRT TREATMENT TO THE COMMUNITY THROUGH DIRECT EMPLOYEE INTERACTION AND EXHIBIT IHA'S MESSAGE OF QUALITY CARE THROUGHOUT WNY. THE REDSHIRT TREATMENT IS A COMPANY-WIDE COMMITMENT TO DEMONSTRATE OUR CORE VALUES OF BEING PASSIONATE, CARING, RESPECTFUL, COLLABORATIVE AND ACCOUNTABLE. DURING 2013, 220 IHA EMPLOYEES SERVED AS REDSHIRT VOLUNTEERS. IN TOTAL, THESE INDIVIDUALS VOLUNTEERED AT 41 COMMUNITY EVENTS, WHICH REPRESENTED 657 HOURS OF VOLUNTEER TIME. IHA ENCOURAGES ITS MANAGEMENT TEAM AND EMPLOYEES TO SUPPORT THE LOCAL COMMUNITY. TO THIS END, WE ARE PROUD TO SAY 65 OF OUR MANAGEMENT TEAM ARE VOLUNTEERS OR ACTIVE PARTICIPANTS AS DIRECTORS ON COMMUNITY BOARDS. THE IHA EMPLOYEE DRESS DOWN DAY AND MONTH PROGRAM ALLOWS EMPLOYEES TO MAKE A CHARITABLE CONTRIBUTION IN EXCHANGE FOR THE PRIVILEGE OF DRESSING DOWN FOR WORK. THIS PROGRAM HAS RESULTED IN SUBSTANTIAL SUPPORT FOR THE CHARITABLE ORGANIZATIONS IN OUR COMMUNITY AND DEMONSTRATES THE GOODWILL OF IHA EMPLOYEES. THE PROGRAM IS EMPLOYEE-DRIVEN WITH A GOAL TO BROADLY SUPPORT MANY 501(C)(3) ORGANIZATIONS THROUGHOUT WESTERN NEW YORK. IN 2013, IHA RAISED MORE THAN $149,000 FOR NON-PROFIT ORGANIZATIONS IN OUR COMMUNITY. IN ADDITION, IHA EMPLOYEES SUPPORT THE UNITED WAY OF BUFFALO AND ERIE COUNTY'S COMMUNITY CARE CAMPAIGN. THE UNITED WAY OF BUFFALO AND ERIE COUNTY WORKS TO ADVANCE THE COMMON GOOD BY FOCUSING ON WELLNESS, INCOME AND EDUCATION. IT PROMOTES LONG-TERM GOOD HEALTH AND INDEPENDENCE, AND WORKS TO CREATE LONG-LASTING CHANGES THAT WILL IMPROVE THE LIVES OF PEOPLE LIVING IN POVERTY IN ERIE COUNTY. IHA CONDUCTS A MONTH-LONG CAMPAIGN EACH FALL TO RAISE MONEY FOR UNITED WAY. IHA CARES ABOUT MAKING A DIFFERENCE IN THE LIVES OF INDIVIDUALS IN THE COMMUNITIES WE SERVE. THE 2013 - 2014 CAMPAIGN RAISED APPROXIMATELY $94,500. THE COMMUNITY ALSO BENEFITS FROM IHA'S SPONSORSHIPS THAT PROMOTE HEALTH AND WELLNESS. ONE EXAMPLE IS IHA'S COMMITMENT OF SUPPORT TO THEATRE OF YOUTH'S (TOY) HEALTH SERIES, A PROFESSIONAL THEATRE FOR YOUNG AUDIENCES THAT FOCUSES ON HEALTH-RELATED ISSUES IN CHILDREN.
THERE IS ALSO A UNIQUE PARTNERSHIP WITH THE YMCA BUFFALO NIAGARA AND IHA	THAT INTEGRATES PERSONAL AND FAMILY FITNESS OPPORTUNITIES WITH ON-SITE MEDICAL SERVICES IN A NEW STATE-OF-THE-ART, 92,000-SQUARE-FOOT FACILITY THAT OPENED IN EARLY 2013. IHA HAS PROVIDED $2 MILLION TOWARDS THIS INITIATIVE. THE NEW YMCA HAS AN ON-SITE PRESENCE OFFERING HEALTH AND WELLNESS PROGRAMS INCLUDING CUSTOMIZED FITNESS PROGRAMS TARGETING OBESITY. YMCA BUFFALO NIAGARA AND IHA ALSO TEAMED UP WITH LOCAL PARKS THIS SUMMER TO PROMOTE THE VALUE OF A HEALTHY LIFESTYLE AND ENCOURAGE WESTERN NEW YORK RESIDENTS TO PARTICIPATE IN PHYSICAL ACTIVITY. BETWEEN JUNE 2 AND AUGUST 31, 2013, THE WNY COMMUNITY WAS ABLE TO PARTICIPATE IN FREE 60-MINUTE FITNESS CLASSES WITH YMCA-CERTIFIED INSTRUCTORS AT EIGHT AREA PARKS. IHA AND THE YMCA ALSO DEVELOPED THE FITNESS PROGRAM FITSTART, A STRUCTURED, EVIDENCE-BASED, 12-WEEK EXERCISE PROGRAM DESIGNED AROUND THE CONCEPT OF SMALL GROUP PERSONAL TRAINING (8-10 PARTICIPANTS TO TWO PERSONAL TRAINERS) TO TEACH INDIVIDUALS HOW TO SAFELY AND EFFECTIVELY EXERCISE. PARTICIPANTS LEARN HOW TO DESIGN AN EXERCISE PROGRAM, AS WELL AS DEVELOP A SENSE OF BELONGING AND BUILD RELATIONSHIPS WITH OTHER PARTICIPANTS TO GIVE A FOUNDATION OF SUPPORT TO IMPROVE THEIR HEALTH. THIS COLLABORATIVE EFFORT IS A VISIBLE SHOW OF SUPPORT FOR THE HEALTH OF PEOPLE IN OUR COMMUNITY, AN INITIATIVE THAT IS IN LINE WITH IHA'S EFFORTS TO TRANSFORM HEALTH CARE AND DEVELOP WESTERN NEW YORK AS A HIGH-QUALITY, HIGH-PERFORMING COMMUNITY. IN AN EFFORT TO FURTHER PROMOTE HEALTHIER LIFESTYLES IN OUR COMMUNITY, IHA JOINED FORCES WITH SNYDER CORPORATION AND FITNESS RIDGE WORLDWIDE TO BRING THE BIGGEST LOSER RESORT NIAGARA TO WNY AT THE BEAVER HOLLOW CONFERENCE CENTER IN WYOMING COUNTY. THE RESORT FOCUSES ON EXERCISE, HEALTH NUTRITION AND EDUCATION. THE PROGRAM ENGAGES PARTICIPANTS IN THEIR OWN HEALTH AND GIVES THEM THE TOOLS THEY NEED TO ADOPT LIFESTYLE CHANGES TO STAY HEALTHY AND REDUCE THEIR RISK OF CHRONIC DISEASE LIKE DIABETES AND HEART DISEASE. IHA IS EXPECTED TO PROVIDE $3 MILLION TOWARDS THIS INITIATIVE. THIS INCLUDED $100,000 IN SCHOLARSHIPS PRESENTED IN 2013 TO KEY EMPLOYER GROUPS FOR ONE-WEEK STAYS AND THREE-DAY MINI CAMPS AT THE RESORT. SCHOLARSHIP RECIPIENTS EXPERIENCED A FULL-IMMERSION PROGRAM OF NUTRITION, LIFE COACHING AND FITNESS EDUCATION IN A CONTROLLED AND SUPPORTIVE ENVIRONMENT. THEY ALSO HAD A CHANCE TO TRY A VARIETY OF FITNESS CLASSES TAILORED TO ALL FITNESS LEVELS. ALSO AS PART OF THE PARTNERSHIP WITH BIGGEST LOSER NIAGARA, IHA HOSTED A UNIQUE HEALTH AND WELLNESS FAIR IN OCTOBER 2013 FEATURING DOLVETT QUINCE, TRAINER FROM NBC'S "THE BIGGEST LOSER." IN ADDITION TO A PRESENTATION FROM DOLVETT, THIS EVENT INCLUDED THE CHANCE TO MEET WITH INDEPENDENT HEALTH DIETICIANS AND PARTICIPATE IN EXERCISE STATIONS WITH LOCAL FITNESS INSTRUCTORS TO HELP EDUCATE THE COMMUNITY ON THE ROLE THAT INDIVIDUALS PLAY IN THEIR HEALTH. IHA HAS ALSO JOINED TOGETHER WITH THE BUFFALO MUSEUM OF SCIENCE TO OPEN THE FIRST OF EIGHT PERMANENT SCIENCE STUDIOS AT THE MUSEUM. CALLED "EXPLORE YOU PRESENTED BY INDEPENDENT HEALTH," THE THEMED STUDIO ALLOWS VISITORS TO EXPLORE ANATOMY AND LEARN ABOUT IMPORTANT CHOICES THEY CAN MAKE TO IMPROVE AND MAINTAIN THEIR HEALTH. THE EXHIBIT OPENED IN MARCH OF 2012 AND WILL BE OPEN FOR 10 YEARS. IN CONNECTION TO THE EXHIBIT, IN FEBRUARY 2013 IHA HOSTED AN EXPLORE TOGETHER FREE EVENT FOR PARENTS AND CHILDREN TO LEARN ABOUT HEALTH TOPICS THROUGH INTERACTIVE ACTIVITIES AND PRESENTATIONS. IN APRIL 2013, IHA PRESENTED A SCIENCE CAFE LECTURE TITLED "WHAT'S SO FUNNY ABOUT STRESS," WHICH FOCUSED ON THE EFFECTS STRESS HAS ON ONE'S HEALTH AND PROVIDED TOOLS TO HELP PARTICIPANTS MANAGE STRESS. CONTINUING TO COLLABORATE WITH THE BUFFALO MUSEUM OF SCIENCE, IN SPRING 2013 IHA SPONSORED THE TRAVELING BODY WORLDS VITAL EXHIBIT. BODY WORLDS VITAL IS DESIGNED TO SHOW VISITORS THE ESSENTIALS FOR HUMAN HEALTH AND WELLNESS BY CONTRASTING HEALTHY BODIES TO THOSE THAT HAVE SUCCUMBED TO A HOST OF ILLNESSES AND MEDICAL CONDITIONS. THIS TOPIC ALIGNS WITH IHA'S COMMITMENT TO HELP CREATE A HEALTHIER WNY. THE TRAVELING EXHIBIT WAS ON DISPLAY AT THE BUFFALO MUSEUM OF SCIENCE FROM MAY 31 TO SEPTEMBER 29. IHA FURTHER COLLABORATES WITH THE WESTERN NEW YORK COMMUNITY IN ITS AFFILIATION WITH THE HEALTH SCIENCES CHARTER SCHOOL THAT WAS DEVELOPED TO PROVIDE OPPORTUNITIES FOR HIGH SCHOOL STUDENTS FOR CAREERS IN THE MEDICAL FIELD. WNYHEALTHENET FURTHERS IHA'S COMMITMENT TO REDUCING THE COST OF AND IMPROVING THE QUALITY OF HEALTH CARE IN THE WESTERN NEW YORK COMMUNITY. WNYHEALTHENET OPTIMIZES THE DELIVERY OF PATIENT INFORMATION THAT SPEEDS THE DELIVERY AND ACCURACY OF VITAL ELIGIBILITY, CLAIM STATUS, REFERRAL AND AUTHORIZATION INFORMATION TO THE PROVIDER COMMUNITY, AND WESTERN NEW YORK'S CLINICAL INFORMATION EXCHANGE ("HEALTHELINK") - A 501(C)(3) ORGANIZATION THAT OPERATES AN INFORMATION EXCHANGE TO FACILITATE ACCESS TO CLINICAL INFORMATION AMONG HEALTH CARE PROVIDERS AND HEALTH INSURERS. HEALTHELINK RECENTLY COMPLETED A THREE-YEAR FEDERAL BEACON COMMUNITY GRANT TO SUPPORT THE USE OF HEALTH INFORMATION TECHNOLOGY TO IMPROVE CLINICAL OUTCOMES AND PATIENT SAFETY IN DIABETES CARE MANAGEMENT IN THE WESTERN NEW YORK REGION. HEALTHELINK WAS ONE OF ONLY 17 COMMUNITIES SELECTED BY THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES TO PARTICIPATE IN THE BEACON COMMUNITY PROGRAM AND RECEIVED A $16.1 MILLION FEDERAL GRANT IN 2010. THE GRANT PROVIDED SIGNIFICANT OPPORTUNITIES TO BUILD HEALTH INFORMATION TECHNOLOGY INFRASTRUCTURE, IMPROVE HEALTH, CARE AND COSTS, AND TEST INNOVATIVE APPROACHES. HEALTHELINK WAS ALSO SELECTED BY THE DEPARTMENT OF VETERANS AFFAIRS (VA) TO PARTICIPATE IN THE VIRTUAL LIFETIME ELECTRONIC RECORD (VLER) HEALTH COMMUNITIES PROGRAM, A PILOT PROJECT TO IMPROVE THE DELIVERY OF CARE AND SERVICES TO VETERANS IN BOTH THE PUBLIC AND PRIVATE HEALTH CARE SECTORS THROUGH HEALTH INFORMATION TECHNOLOGY. THE WESTERN NEW YORK REGION IS SETTING AN EXAMPLE FOR THE NATION BY LINKING DOCTORS, HOSPITALS AND OTHER PROVIDERS ELECTRONICALLY TO IMPROVE THE CARE THAT PATIENTS RECEIVE AND HELP AVOID UNNECESSARY COSTS. AS OF NOVEMBER 2013, APPROXIMATELY 3,000 WESTERN NEW YORK PROVIDERS HAVE SIGNED PARTICIPATION AGREEMENTS; MORE THAN 40 DATA SOURCES ARE CONNECTED TO HEALTHELINK, APPROXIMATELY 100 MILLION RESULTS (LAB, RADIOLOGY AND TRANSCRIBED REPORTS), AND MORE THAN 550,000 COMMUNITY-WIDE CONSENTS HAVE BEEN SIGNED BY PATIENTS AUTHORIZING TREATING PHYSICIANS TO ACCESS THEIR ELECTRONIC MEDICAL RECORDS THROUGH HEALTHELINK. IHA HAS PROVIDED ALMOST $8.5 MILLION TO SUPPORT THESE INITIATIVES. IHA COORDINATES THE DELIVERY OF HEALTH CARE SERVICES FOR APPROXIMATELY 179,939 MEMBERS OF IHA'S COMMERCIAL PRODUCTS UNDER ARTICLE 44 OF THE NEW YORK PUBLIC HEALTH LAW, MEDICAID MANAGED CARE PRODUCTS AS ADMINISTERED BY THE STATE OF NEW YORK, AND MEDICARE MANAGED CARE PRODUCTS AS ADMINISTERED BY CMS. THE COMPANY PROVIDES HEALTH BENEFITS AND SERVICES TO INDIVIDUALS IN WESTERN NEW YORK AND THROUGHOUT THE COUNTRY. THE QUALITY OF SERVICES IS EVIDENCED BY IHA BEING NAMED, FOR THE FOURTH CONSECUTIVE YEAR, THE TOP HEALTH INSURANCE PLAN IN THE NEW YORK/NEW JERSEY REGION, ACCORDING TO J.D. POWER AND ASSOCIATES 2013 MEMBER HEALTH INSURANCE PLAN STUDY SM. THE ANNUAL STUDY RANKS MEMBERS' EXPERIENCES IN SEVEN CATEGORIES, INCLUDING COVERAGE AND BENEFITS, INFORMATION AND COMMUNICATION, PROVIDER CHOICE, CUSTOMER SERVICE, CLAIMS PROCESSING, APPROVAL PROCESS AND STATEMENTS. WITHIN THE NEW YORK/NEW JERSEY REGION, IHA ACHIEVED THE HIGHEST MEMBER SATISFACTION SCORES IN EACH OF THE CATEGORIES SURVEYED. THE STUDY, CONDUCTED THROUGH AN ONLINE SURVEY, WAS BASED ON THE RESPONSES OF 32,868 MEMBERS IN 141 HEALTH PLANS THROUGHOUT THE UNITED STATES. FOR THE 16TH CONSECUTIVE YEAR, IHA ALSO RECEIVED THE NATIONAL COMMITTEE FOR QUALITY ASSURANCE'S (NCQA) HIGHEST ACCREDITATION STATUS OF "EXCELLENT" FOR OUR COMMERCIAL HMO/POS AND MEDICARE LINES OF BUSINESS, AS WELL AS THE 2ND HIGHEST ACCREDITATION STATUS OF "COMMENDABLE" FOR OUR COMMERCIAL PPO AND MEDICAID LINES OF BUSINESS. IHA IS AGAIN THE ONLY LOCAL PLAN IN WESTERN NEW YORK TO RECEIVE THIS RECOGNITION, WHICH IS PROOF THAT ITS PROGRAMS AND INITIATIVES TO ACHIEVE IMPROVED PATIENT CARE AND SATISFACTION ARE WORKING.
LONG BEFORE THE ENACTMENT OF THE AFFORDABLE CARE ACT (ACA), IHA WAS TAKING	STEPS TO TRANSFORM HEALTH CARE IN WESTERN NEW YORK, PROVIDING OUR MEMBERS WITH MANY OF THE QUALITY COVERAGE AND MARKET REFORM PROVISIONS CONTAINED IN THE LAW ($0 COPAY FOR PREVENTIVE SERVICES, AGE-EXTENSION RIDERS UP TO AGE 26, NO LIFETIME LIMITS ON MEMBERS' COVERAGE, AND COMPREHENSIVE INTERNAL AND EXTERNAL REVIEW PROCESSES TO ENSURE OUR MEMBERS RECEIVED NEEDED HEALTH CARE SERVICES). IHA CONTINUES TO LOOK FOR OPPORTUNITIES TO IMPROVE THE QUALITY AND AFFORDABILITY OF HEALTH CARE FOR OUR REGION, AS ACHIEVING HEALTH CARE REFORM WILL REQUIRE COMMUNITY OWNERSHIP, WIDE-RANGING PARTNERSHIPS AND RENEWED COLLABORATION AMONG DIVERSE STAKEHOLDERS. BY FOCUSING ON COLLABORATION AND HEALTH ENGAGEMENT, IHA CAN HELP BUILD A CULTURE OF HEALTH IN OUR REGION. AS A COMMUNITY, WE MUST CONTINUE TO DEVELOP PROGRAMS THAT ENHANCE FITNESS, FOSTER PREVENTION AND ENGAGE PEOPLE IN BETTER HEALTH. THESE EFFORTS WILL HELP PEOPLE MAKE POSITIVE LIFESTYLE CHANGES AND REDUCE CHRONIC DISEASE ESSENTIAL ELEMENTS FOR LOWERING HEALTH CARE COSTS AND IMPROVING THE OVERALL HEALTH STATUS OF OUR COMMUNITY. IHA'S COLLABORATIVE EFFORTS ARE HAVING AN IMPACT. RECENTLY, THE COMMONWEALTH FUND REPORT RANKED BUFFALO 54TH BEST AMONG 306 MEDICARE SERVICE AREAS FOR QUALITY, ACCESSIBILITY AND AFFORDABILITY OF CARE. IHA WAS IN THE TOP 10 PERCENT FOR ACCESS AND AFFORDABILITY AND IN THE TOP QUARTILE FOR PREVENTION, TREATMENT AND OVERALL PERFORMANCE. THIS RANKING IS EVEN MORE IMPRESSIVE GIVEN THAT BUFFALO IS CITED AS THE THIRD-POOREST CITY IN THE U.S. AND THE STUDY REVEALED A STRONG CORRELATION BETWEEN POVERTY AND A POOR SCORE AMONG THE RANKED AREAS. THE REPORT ALSO DEMONSTRATES THAT IMPROVED ACCESS HAS A STRONG CORRELATION TO BETTER CARE AND LOWER COSTS, AND UNDERSCORES THE NEED FOR LOCAL SOLUTIONS AND COLLABORATIVE EFFORTS TO ACHIEVE THESE GOALS.
FORM 990, PART VI, SECTION A, LINE 2	MICHAEL CROPP, MARK JOHNSON, JOHN RODGERS, THOMAS J. FOELS, JOHN MINEO, AND MICHAEL FASO HAVE A BUSINESS RELATIONSHIP (BOARD MEMBERS OF A RELATED TAXABLE ENTITY). SIDNEY N. WEISS, R. MARSHALL WINGATE, STUART ANGERT, FRANK COLANTUONO, MICHAEL CROPP, MOISES SUDIT, NORA SULLIVAN, MARK JOHNSON, JOHN RODGERS, JOHN MINEO, AND JOHN ANTKOWIAK HAVE A BUSINESS RELATIONSHIP (BOARD MEMBERS OF A RELATED TAXABLE ENTITY). FRANK COLANTUONO, JAMES COPPOLA, AND THOMAS FOELS HAVE A BUSINESS RELATIONSHIP (BOARD MEMBERS OF A RELATED TAXABLE ENTITY). R. MARSHALL WINGATE, FRANK COLANTUONO, MARK JOHNSON, AND ANN PENTKOWSKI HAVE A BUSINESS RELATIONSHIP (PRIVATE ENTERPRISE).
FORM 990, PART VI, SECTION A, LINE 4	EFFECTIVE SEPTEMBER 18, 2013, INDEPENDENT HEALTH ASSOCIATION'S BYLAWS WERE AMENDED FOR THE FOLLOWING CHANGES: 1) EACH OF THE DIRECTORS SHALL SERVE FOR A TERM OF TWO (2) YEARS AND MAY BE RENOMINATED FOR ADDITIONAL TERMS NOT TO EXCEED A TOTAL OF FIVE (5) CONSECUTIVE TERMS; 2) EACH DIRECTOR SHALL BE LIMITED TO FIVE (5) SUCH CONSECUTIVE TERMS; 3) FOUR (4) NOMINEES WILL BE SUBMITTED BY THE BOARD OF DIRECTORS OF INDIVIDUAL PRACTICE ASSOCIATION OF WESTERN NEW YORK, INC. (IPA/WNY) AND THREE (3) IN NUMBER SHALL BE PHYSICIANS NOMINATED BY THE GOVERNANCE AND NOMINATING COMITTEE; AND 4) THE DUTIES AND POWERS OF THE OFFICERS WERE MODIFIED TO REMOVE THE SECOND VICE CHAIRPERSON AND CORRESPONDING SECRETARY, AND THE DUTIES OF THE CHIEF MEDICAL OFFICER AND SECRETARY WERE MODIFIED. FORM 990, PART VI, SECTION A, LINE 9: CARLEEN DUNNE - 58 CARPENTER AVE, BUFFALO, NY 14223 LAURA TULYK-ROSSI - 233 WARDMAN RD, KENMORE, NY 1421
FORM 990, PART VI, SECTION B, LINE 11	FORM 990 WAS REVIEWED WITH THE EXECUTIVE COMMITTEE OF IHA'S BOARD OF DIRECTORS AND THE CHAIRMAN OF THE FINANCE AND AUDIT COMMITTEE. THE FINAL FORM 990 WAS DISTRIBUTED TO THE BOARD OF DIRECTORS AT THE BOARD MEETING PRIOR TO THE FILING OF THE RETURN.
FORM 990, PART VI, SECTION B, LINE 12C	INDEPENDENT HEALTH ASSOCIATION'S (IHA) CONFLICT OF INTEREST REPORTING POLICY ENCOMPASSES ALL CURRENT IHA OFFICERS AND EMPLOYEES (INCLUDING KEY EMPLOYEES) OF THE ORGANIZATION. THE CEO, CHIEF LEGAL COUNSEL, CORPORATE COMPLIANCE/PRIVACY OFFICER, OR SPECIAL INVESTIGATIONS UNIT MAY MAKE THE DETERMINATION THAT A CONFLICT OF INTEREST EXISTS AND WILL REVIEW THE ACTUAL CONFLICT AS CONFLICTS ARE REPORTED TO THEM. CONFLICTS ARE ALSO IDENTIFIED ANNUALLY WHEN THE SIGNED EMPLOYEE ATTESTATIONS, CONFIDENTIAL QUESTIONNAIRES & PLEDGE OF CONFIDENTIALITY AND CONTINUING DISCLOSURE FORM (FOR BOD MEMBERS) ARE RECEIVED. IF A CONFLICT OF INTEREST IS IDENTIFIED, THE INDIVIDUAL IS PROHIBITED FROM PARTICIPATING IN THE DELIBERATIONS OR DECISIONS RELATED TO THAT TRANSACTION.
FORM 990, PART VI, SECTION B, LINE 15	THE GOVERNING BOARD OF DIRECTORS OF INDEPENDENT HEALTH ASSOCIATION, INC. (IHA) APPOINTED A GROUP OF BOARD MEMBERS TO ACT AS THE COMPENSATION COMMITTEE. COMPENSATION OF THE CEO IS SUBJECT TO REVIEW AND APPROVAL BY THE COMPENSATION COMMITTEE AND THE BOD ANNUALLY. ADDITIONALLY, THE RECOMMENDATIONS OF THE CEO PERTAINING TO THE COMPENSATION OF HIS/HER DIRECT REPORTS ARE SUBJECT TO REVIEW AND ADVISEMENT BY THE COMPENSATION COMMITTEE. TO DETERMINE EXECUTIVE COMPENSATION AND INCENTIVE ELIGIBILITY OF THE CEO AND HIS/HER DIRECT REPORTS, THE COMPENSATION COMMITTEE ENGAGES AN INDEPENDENT COMPENSATION CONSULTANT TO REVIEW THE RECOMMENDATIONS AND ANY COMPARABLE DATA (COMPENSATION OF SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SIZED ORGANIZATIONS). COMPARABILITY DATA MAY BE OBTAINED VIA THE FORM 990 OF OTHER ORGANIZATIONS AND/OR COMPENSATION SURVEYS OR STUDIES. THE COMPENSATION COMMITTEE, IN DELIBERATIONS WITH THE INDEPENDENT CONSULTANT, DETERMINES THE COMPENSATION AND INCENTIVE FOR THE CEO. THE COMPENSATION COMMITTEE WILL DOCUMENT THE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENTS. THE BOD WILL THEN RATIFY ALL DECISIONS OF THE COMPENSATION COMMITTEE AT ITS REGULARLY SCHEDULED BOARD MEETING. IHA'S EXECUTIVE COMPENSATION POLICY/PROCESS IS AN ANNUAL PROCESS (LAST PERFORMED IN 2013) AND WAS USED TO ESTABLISH COMPENSATION FOR THE FOLLOWING POSITIONS: EXECUTIVE VICE PRESIDENT - CHIEF FINANCIAL OFFICER; EXECUTIVE VICE PRESIDENT - CHIEF SERVICING OFFICER; EXECUTIVE VICE PRESIDENT - CHIEF OPERATING OFFICER; EXECUTIVE VICE PRESIDENT - CHIEF MEDICAL OFFICER; EXECUTIVE VICE PRESIDENT - CHIEF MARKETING OFFICER; SENIOR VICE PRESIDENT - GENERAL COUNSEL, SENIOR VICE PRESIDENT - HUMAN RESOURCES & ORGANIZATIONAL DEVELOPMENT; VICE PRESIDENT - CHIEF AUDIT EXECUTIVE; AND VICE PRESIDENT - GOVERNMENT AFFAIRS. THE CEO EXCLUDES HIMSELF/HERSELF FROM DELIBERATIONS WHEN DISCUSSING HIS/HER COMPENSATION.
FORM 990, PART VI, SECTION C, LINE 19	UPON REQUEST, THE ORGANIZATION WILL MAKE AVAILABLE: A COPY OF ITS 990, ITS AUDITED FINANCIAL STATEMENTS, AND ANY OTHER DOCUMENTS AS REQUIRED.
FORM 990, PART XI, LINE 9:	DIVIDEND FROM AFFILIATE 950,000.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	INDEPENDENT HEALTH FOUNDATION	BusinessNameLine1

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	777 INTERNATIONAL DRIVE	AddressLine1
City	BUFFALO	City
State	NY	State
ZIP Code	14221	ZIPCode

Field	Value	IRS element (for citing)
EIN	161417199	EIN
Primary Activities	TO PROMOTE GOOD HEALTH IN WESTERN NY & TO SUPPORT THE ACTIVITIES OF IHA, INC	PrimaryActivitiesTxt
Legal Domicile State	NY	LegalDomicileStateCd
Exempt Code Section	501(C)(3)	ExemptCodeSectionTxt
Public Charity Status	11A, I	PublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	INDEPENDENT HEALTH ASSOCIATION INC	BusinessNameLine1

Field	Value	IRS element (for citing)
Controlled Organization	Yes (1)	ControlledOrganizationInd

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	LIGHTHOUSE NATURALS LLC	BusinessNameLine1

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	525 OVERLOOK DRIVE	AddressLine1
City	N PALM BEACH	City
State	FL	State
ZIP Code	33408	ZIPCode

Field	Value	IRS element (for citing)
EIN	262015851	EIN
Primary Activities	RETAIL SALES OF FOOD-BASED NUTRITIONAL SUPPLEMENTS	PrimaryActivitiesTxt
Legal Domicile State	FL	LegalDomicileStateCd
Direct Controlling NA	N/A	DirectControllingNACd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1	Entity TypeEntityTypeTxt	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	OwnershipOwnershipPct	Controlled OrganizationControlledOrganizationInd	Address Line1ForeignAddress/AddressLine1	CityForeignAddress/City	CountryForeignAddress/Country	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd
INDEPENDENT HEALTH CORPORATION AND SUBSIDIARY
511 FARBER LAKES DRIVE	BUFFALO	NY	14221	161237733	THIRD PARTY CLAIMS ADMINISTRATION	NY	INDEPENDENT HEALTH ASSOCIATION	C	$1,828,310	$51,623,059	1.00000	Yes (1)
INDEPENDENT HEALTH BENEFITS CORPORATION
511 FARBER LAKES DRIVE	BUFFALO	NY	14221	161483784	POS AND INDEMNITY PRODUCT ADMINISTRATION	NY	INDEPENDENT HEALTH ASSOCIATION	C	$3,280,298	$179,775,261	1.00000	Yes (1)
MASON INSURANCE COMPANY LTD
					REINSURANCE		INDEPENDENT HEALTH ASSOCIATION	C	$1,292,169	$16,625,997	1.00000	Yes (1)	16 CHURCH STREET	HAMILTON	BD	BD

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (1)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	0	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	Yes (1)	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	Yes (1)	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	0	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (1)	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (1)	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (1)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (1)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (1)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	Yes (1)	TransferToOtherOrgInd
Transfer From Other Org	Yes (1)	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (20 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
INDEPENDENT HEALTH FOUNDATION
B	$876,200	FMV
INDEPENDENT HEALTH CORPORATION
D	$881,639	FMV
INDEPENDENT HEALTH BENEFITS CORPORATION
M	$11,737,466	FMV
INDEPENDENT HEALTH FOUNDATION
N	$58,744	FMV
INDEPENDENT HEALTH BENEFITS CORPORATION
N	$21,433,519	FMV
INDEPENDENT HEALTH CORPORATION
N	$2,604,408	FMV
INDEPENDENT HEALTH BENEFITS CORPORATION
O	$30,286,703	FMV
INDEPENDENT HEALTH CORPORATION
O	$5,515,400	FMV
INDEPENDENT HEALTH FOUNDATION
P	$175,940	FMV
INDEPENDENT HEALTH BENEFITS CORPORATION
P	$34,850,193	FMV
INDEPENDENT HEALTH CORPORATION
P	$251,892,890	FMV
INDEPENDENT HEALTH FOUNDATION
Q	$167,669	FMV
INDEPENDENT HEALTH BENEFITS CORPORATION
Q	$64,485,678	FMV
INDEPENDENT HEALTH CORPORATION
Q	$15,121,864	FMV
MASON INSURANCE CORPORATION
R	$8,345,605	FMV
INDEPENDENT HEALTH FOUNDATION
R	$752,078	FMV
MASON INSURANCE CORPORATION
S	$10,306,220	FMV
INDEPENDENT HEALTH BENEFITS CORPORATION
S	$10,128,468	FMV
INDEPENDENT HEALTH CORPORATION
S	$188,134,955	FMV
INDEPENDENT HEALTH CORPORATION
F	$950,000	FMV