HARVARD PILGRIM HEALTH CARE INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- HARVARD PILGRIM HEALTH CARE INC (EIN 04-2452600)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-14
- IRS object ID
- 201413189349305786
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-14T13:27:35-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 High Street | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 02110 | 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 | 042452600 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARVARD PILGRIM HEALTH CARE INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % BETH CREAVIN | InCareOfNm |
| Business Name Control | HARV | BusinessNameControlTxt |
| Phone | 7812636000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 93 WORCESTER STREET | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | WELLESLEY | City |
| State | MA | State |
| ZIP Code | 024819181 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES GOHEEN | PersonNm |
| Person Title | CFO/TREASURER | PersonTitleTxt |
| Phone | 7812636000 | PhoneNum |
| Signature | 2014-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GWEN SPENCER | PreparerPersonNm |
| PTIN | P00641463 | PTIN |
| Phone | 7812636000 | 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 | ERIC H SCHULTZ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 93 WORCESTER STREET | AddressLine1 |
| City | WELLESLEY | City |
| State | MA | State |
| ZIP Code | 024819181 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,142,477,807 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.harvardpilgrim.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1969 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 1323 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $191,346,363 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$21,279,078 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $39,383,858 | PYContributionsGrantsAmt |
| CY Contributions Grants | $38,820,660 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,983,079,801 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,851,354,606 | CYProgramServiceRevenueAmt |
| PY Investment Income | $20,277,787 | PYInvestmentIncomeAmt |
| CY Investment Income | $18,796,382 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,906,947 | PYOtherRevenueAmt |
| CY Other Revenue | $3,157,900 | CYOtherRevenueAmt |
| PY Total Revenue | $2,045,648,393 | PYTotalRevenueAmt |
| CY Total Revenue | $1,912,129,548 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $568,167 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,781,384 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $1,707,014,804 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $1,584,854,375 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $70,826,952 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $70,580,461 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $246,841,239 | PYOtherExpensesAmt |
| CY Other Expenses | $241,768,556 | CYOtherExpensesAmt |
| PY Total Expenses | $2,025,251,162 | PYTotalExpensesAmt |
| CY Total Expenses | $1,898,984,776 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $20,397,231 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $13,144,772 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $903,918,416 | TotalAssetsBOYAmt |
| Total Assets EOY | $878,795,837 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $399,673,770 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $358,071,709 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $504,244,646 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $520,724,128 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,814,280,350 | ExpenseAmt |
| Grant | $1,781,384 | GrantAmt |
| Revenue | $1,852,152,411 | RevenueAmt |
| Desc | To improve the quality and value of health care for the people and COMMUNITIES WE SERVE. AT 12/31/13, HPHC, INC. HAD 328,793 FULLY INSURED MEMBERS, AMBULATORY ENCOUNTERS WERE 2,378,202 AND HOSPITAL DAYS INCURRED WERE 93,207. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $38,820,660 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | The Harvard Pilgrim Health Care Institute, LLC performs research AND RESEARCH ADMINISTRATION, FOR GRANTS AND CONTRACTS AWARDED TO HPHC, INC. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $0 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $1,853,101,010 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (true) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 26431 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1323 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BETH CREAVIN | PersonNm |
| Phone | 6175095692 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 93 WORCESTER STREET | AddressLine1 |
| City | WELLESLEY | City |
| State | MA | State |
| ZIP Code | 024819181 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| BARRY L SHEMIN | ||||||||||
| CHAIRMAN/DIRECTOR | 5.0 | 0.0 | Yes (X) | $37,100 | $0 | $0 | ||||
| MARY ANN TOCIO | ||||||||||
| VICE CHAIRMAN/DIRECTOR | 5.0 | 0.0 | Yes (X) | $34,500 | $0 | $0 | ||||
| CONSTANCE SMITH BARR MD | ||||||||||
| DIRECTOR | 5.0 | 0.0 | Yes (X) | $37,613 | $0 | $0 | ||||
| JOHN H BUDD ESQ | ||||||||||
| DIRECTOR (UNTIL 5/13) | 5.0 | 0.0 | Yes (X) | $20,377 | $0 | $0 | ||||
| Hedwig Whitney | ||||||||||
| DIRECTOR (as of 5/13) | 3.0 | 0.0 | Yes (X) | $15,733 | $0 | $0 | ||||
| EDWARD F MCCAULEY CPA | ||||||||||
| DIRECTOR | 5.0 | 0.0 | Yes (X) | $32,300 | $0 | $0 | ||||
| JOSEPH F O'DONNELL | ||||||||||
| DIRECTOR | 3.0 | 2.0 | Yes (X) | $35,150 | $0 | $0 | ||||
| SUSAN V DUPREY | ||||||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $27,300 | $0 | $0 | ||||
| JOYCE A MURPHY | ||||||||||
| DIRECTOR | 5.0 | 0.0 | Yes (X) | $34,500 | $0 | $0 | ||||
| SCOTT S HARTZ | ||||||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $25,500 | $0 | $0 | ||||
| EARL W BAUCOM | ||||||||||
| DIRECTOR | 5.0 | 0.0 | Yes (X) | $28,500 | $0 | $0 | ||||
| SHELBY M CHODOS | ||||||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $24,900 | $0 | $0 | ||||
| TRAMMELL LOUIS GUTIERREZ | ||||||||||
| DIRECTOR | 3.0 | 0.0 | Yes (X) | $29,100 | $0 | $0 | ||||
| ERIC H SCHULTZ | ||||||||||
| PRES/CEO/DIR | 35.0 | 15.0 | Yes (X) | $1,879,386 | $0 | $302,393 | Yes (X) | |||
| ROBERTA H HERMAN MD | ||||||||||
| COO (UNTIL 7/13) | 40.0 | 10.0 | $1,107,888 | $0 | $124,874 | Yes (X) | ||||
| LAURA S PEABODY | ||||||||||
| CLERK/SECR/CLO (UNTIL 6/13) | 35.0 | 15.0 | $609,715 | $0 | $35,682 | Yes (X) | ||||
| CHARLES R GOHEEN | ||||||||||
| CFO/TREASURER | 40.0 | 10.0 | $544,048 | $0 | $113,994 | Yes (X) | ||||
| DEBORAH A NORTON | ||||||||||
| CHIEF INFORMATION OFFICER | 50.0 | 0.0 | $575,573 | $0 | $124,443 | Yes (X) | ||||
| JOHN F LANE | ||||||||||
| CHIEF HUMAN RESOURCES OFFICER | 50.0 | 0.0 | $469,646 | $0 | $105,835 | Yes (X) | ||||
| MICHAEL S SHERMAN MD | ||||||||||
| SR VP CMO | 40.0 | 10.0 | $429,461 | $0 | $51,443 | Yes (X) | ||||
| SCOTT ALLEN | ||||||||||
| CHIEF ACTUARY (UNTIL 11/13) | 40.0 | 10.0 | $643,912 | $0 | $45,644 | Yes (X) | ||||
| THOMAS F MALONEY | ||||||||||
| INTERIM LEGAL OFF (AS OF 6/13) | 40.0 | 10.0 | $245,057 | $0 | $47,440 | Yes (X) | ||||
| TU NGUYEN | ||||||||||
| VP/CHIEF ACTUARY (AS OF 12/13) | 40.0 | 10.0 | $210,372 | $0 | $33,782 | Yes (X) | ||||
| VINCENT CAPOZZI | ||||||||||
| Sr VP Sales & MARKETING | 40.0 | 10.0 | $484,762 | $0 | $47,798 | Yes (X) | ||||
| BETH ANN ROBERTS | ||||||||||
| SR VP REGIONAL MARKETS | 35.0 | 15.0 | $311,511 | $0 | $50,897 | Yes (X) | ||||
| RICHARD WEISBLATT | ||||||||||
| SVP PROV NTWRK & HEALTH SERVS | 40.0 | 10.0 | $398,970 | $0 | $43,316 | Yes (X) | ||||
| PRANAV MEHTA | ||||||||||
| SVP PROD&BUS PLAN (AS OF 4/13) | 40.0 | 10.0 | $318,624 | $0 | $19,297 | Yes (X) | ||||
| MARTHA MURPHY | ||||||||||
| VP SALES | 40.0 | 10.0 | $305,914 | $0 | $45,767 | Yes (X) | ||||
| Jonathan Edwards | ||||||||||
| SALES EXECUTIVE | 40.0 | 10.0 | $445,390 | $0 | $47,263 | Yes (X) | ||||
| Richard Platt | ||||||||||
| EXEC DIR OF HPHC INSTITUTE | 50.0 | 0.0 | $357,041 | $0 | $30,819 | Yes (X) | ||||
| Debra Ann Rittenour | ||||||||||
| VICE PRESIDENT-SENIOR PROGRAMS | 40.0 | 10.0 | $338,623 | $0 | $22,735 | Yes (X) | ||||
| Cynthia Napier Rosenberg | ||||||||||
| SENIOR MEDICAL DIRECTOR | 40.0 | 10.0 | $310,238 | $0 | $30,516 | Yes (X) | ||||
| JAMES W DUCHARME | ||||||||||
| FORMER CFO | 0.0 | 0.0 | $152,919 | $0 | $0 | Yes (X) | ||||
| MICHELLE J CLAYMAN | ||||||||||
| FORMER INTERIM CFO | 35.0 | 15.0 | $289,073 | $0 | $45,342 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $10,810,696 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,369,280 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 354 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DELL MARKETING LP | |||||
| 2300 W PLANO PARKWAY | PLANO | TX | 75075 | SEE SCHEDULE O | $131,429,928 |
| ORACLE AMERICA INC | |||||
| 500 ORACLE PARKWAY | REDWOOD SHORES | CA | 94065 | IT CONSULTING | $7,781,413 |
| HILL HOLLIDAY CONNORS COSMOPULOS IN | |||||
| PO BOX 3600-16 | BOSTON | MA | 022410616 | ADVERTISING | $7,359,640 |
| BOSTON CONSULTING GROUP INC | |||||
| Exchange Place 31st Floor | BOSTON | MA | 02109 | MGMT. CONSULTING | $4,480,000 |
| TERADATA OPERATIONS INC | |||||
| 125 HIGH STREET | BOSTON | MA | 02110 | CONSULTING | $4,061,191 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 392 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $32,837,599 | GovernmentGrantsAmt |
| All Other Contributions | $5,983,061 | AllOtherContributionsAmt |
| Total Contributions | $38,820,660 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Member Premiums & Fees | 524114 | $1,661,588,555 | $1,661,588,555 | |
| PPO Premiums (fully insured) | 524298 | $189,766,051 | $189,766,051 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,851,354,606 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,456,286 | TotalRevenueColumnAmt |
| Exclusion | $18,456,286 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $7,079,998 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $4,719,903 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,360,095 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,360,095 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $1,580,312 | UnrelatedBusinessRevenueAmt |
| Exclusion | $779,783 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $225,968,452 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $225,628,356 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $340,096 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $340,096 | TotalRevenueColumnAmt |
| Exclusion | $340,096 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Provider Settlement & Other | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $797,805 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $797,805 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $797,805 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,912,129,548 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,662,386,360 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $191,346,363 | UnrelatedBusinessRevenueAmt |
| Exclusion | $19,576,165 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,781,384 | TotalAmt |
| Program Services | $1,781,384 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,584,854,375 | TotalAmt |
| Program Services | $1,584,854,375 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,756,311 | TotalAmt |
| Program Services | $7,805,049 | ProgramServicesAmt |
| Management And General | $1,951,262 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $487,334 | TotalAmt |
| Program Services | $389,867 | ProgramServicesAmt |
| Management And General | $97,467 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,149,256 | TotalAmt |
| Program Services | $34,519,405 | ProgramServicesAmt |
| Management And General | $8,629,851 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,773,343 | TotalAmt |
| Program Services | $3,018,674 | ProgramServicesAmt |
| Management And General | $754,669 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,466,091 | TotalAmt |
| Program Services | $7,572,873 | ProgramServicesAmt |
| Management And General | $1,893,218 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,948,126 | TotalAmt |
| Program Services | $3,158,501 | ProgramServicesAmt |
| Management And General | $789,625 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $547,706 | TotalAmt |
| Management And General | $547,706 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,119,757 | TotalAmt |
| Management And General | $4,119,757 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,692,170 | TotalAmt |
| Management And General | $1,692,170 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,121,173 | TotalAmt |
| Program Services | $23,121,173 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,437,647 | TotalAmt |
| Program Services | $8,437,647 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,605,955 | TotalAmt |
| Program Services | $3,684,764 | ProgramServicesAmt |
| Management And General | $921,191 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,578,346 | TotalAmt |
| Program Services | $57,262,677 | ProgramServicesAmt |
| Management And General | $14,315,669 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,767,582 | TotalAmt |
| Program Services | $5,414,066 | ProgramServicesAmt |
| Management And General | $1,353,516 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,010,888 | TotalAmt |
| Program Services | $1,010,888 | ProgramServicesAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $184,348 | TotalAmt |
| Program Services | $184,348 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,022,532 | TotalAmt |
| Program Services | $4,018,026 | ProgramServicesAmt |
| Management And General | $1,004,506 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,084,523 | TotalAmt |
| Program Services | $18,467,618 | ProgramServicesAmt |
| Management And General | $4,616,905 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| STATE ASSESSMENT | $2,019,334 | $2,019,334 | |
| PREMIUM TAX EXPENSE | $2,798,594 | $2,798,594 | |
| BROKER FEES | $42,337,389 | $42,337,389 | |
| RESEARCH GRANT EXPENSE | $41,410,989 | $38,820,660 | $2,590,329 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,029,623 | TotalAmt |
| Program Services | $2,423,698 | ProgramServicesAmt |
| Management And General | $605,925 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,898,984,776 | TotalAmt |
| Program Services | $1,853,101,010 | ProgramServicesAmt |
| Management And General | $45,883,766 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,191,230 | BOYAmt |
| EOY | -$40,592,673 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,598,905 | BOYAmt |
| EOY | $37,038,054 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,187,886 | BOYAmt |
| EOY | $73,018,854 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,973,959 | BOYAmt |
| EOY | $2,710,167 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $338,756,462 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $299,173,124 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,039,440 | BOYAmt |
| EOY | $39,583,338 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,075,389 | BOYAmt |
| EOY | $150,783,820 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $550,521,053 | BOYAmt |
| EOY | $551,823,957 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,330,554 | BOYAmt |
| EOY | $64,430,320 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $903,918,416 | BOYAmt |
| EOY | $878,795,837 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $286,967,373 | BOYAmt |
| EOY | $238,001,151 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,000,000 | BOYAmt |
| EOY | $29,000,000 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,706,397 | BOYAmt |
| EOY | $91,070,558 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $399,673,770 | BOYAmt |
| EOY | $358,071,709 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $504,244,646 | BOYAmt |
| EOY | $520,724,128 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $504,244,646 | BOYAmt |
| EOY | $520,724,128 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $903,918,416 | BOYAmt |
| EOY | $878,795,837 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $13,144,772 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $24,907,132 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$21,572,422 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,678,179 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,533,070 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $35,248,737 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $39,383,858 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $38,820,660 | CurrentTaxYearAmt |
| Total | $165,664,504 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,019,092,004 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,192,961,680 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,923,464,188 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,792,048,879 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,661,388,555 | CurrentTaxYearAmt |
| Total | $9,588,955,306 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,045,770,183 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,218,494,750 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,958,712,925 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,831,432,737 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,700,209,215 | CurrentTaxYearAmt |
| Total | $9,754,619,810 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,600,991 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,069,803 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,136,833 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,783,862 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $670,272 | CurrentTaxYearAmt |
| Total | $11,261,761 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $262,742,257 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $280,563,873 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $273,971,394 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $158,993,588 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,731,402 | CurrentTaxYearAmt |
| Total | $1,012,002,514 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $267,343,248 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $282,633,676 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $276,108,227 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $160,777,450 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,401,674 | CurrentTaxYearAmt |
| Total | $1,023,264,275 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $8,731,355,535 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31,408,392 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $31,909,635 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,486,210 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,701,263 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,536,284 | CurrentTaxYearAmt |
| Total | $144,041,784 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31,408,392 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $31,909,635 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,486,210 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,701,263 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,536,284 | CurrentTaxYearAmt |
| Total | $144,041,784 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,652,972 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $287,932 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,325,170 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $672,396 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $797,805 | CurrentTaxYearAmt |
| Total | $8,736,275 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,079,831,547 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,250,692,317 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,991,524,305 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,858,806,396 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,726,543,304 | CurrentTaxYearAmt |
| Total | $9,907,397,869 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.88130 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98225 | PublicSupportPY509Pct |
| Investment Income CY | 0.01454 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01521 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12 | FormAndLineReferenceDesc |
| Explanation | THIS LINE IS COMPOSED OF PROVIDER SETTLEMENT/OTHER INCOME FOR 2011, 2012, AND 2013 AND OTHER INCOME FOR 2009 AND 2010. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $603,070 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $1,224,770 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $1,827,840 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE C, PART II-B, LINE 1 | FormAndLineReferenceDesc |
| Explanation | DURING THE YEAR, HPHC PAID $1,224,770 IN MEMBERSHIP DUES. OF THE AMOUNT SHOWN, $35,635 WAS PAID TO THE MAINE ASSOCIATION OF HEALTH PLANS, $476,790 WAS PAID TO AMERICA'S HEALTH INSURANCE PLANS, $698,545 WAS PAID TO THE MASSACHUSETTS ASSOCIATION OF HEALTH PLANS AND $13,800 WAS PAID TO THE FIRM OF ROBINSON AND COLE FOR THE CONNECTICUT ASSOCIATION OF HEALTH PLANS. HPHC HIRED A NUMBER OF CONSULTING FIRMS TO ADVISE THEM ON STRATEGIES FOR ADDRESSING PENDING LEGISLATION AND TO PROVIDE LEGISLATORS WITH INFORMATION REGARDING THE IMPACT OF PENDING LEGISLATION ON HPHC'S ACTIVITIES. OF THE AMOUNT SHOWN, $401,400 WAS PAID TO CONSULTING FIRMS. HPHC ALSO HAS INTERNAL STAFF WHO LOBBY. OF THE AMOUNT SHOWN, $135,670 REPRESENTS THE PORTION OF THE EMPLOYEE'S SALARY SPENT ON LOBBYING ACTIVITIES. ON BEHALF OF HARVARD PILGRIM HEALTH CARE OF NEW ENGLAND, HARVARD PILGRIM HEALTH CARE, INC., PAID $66,000 TO A CONSULTING FIRM FOR LOBBYING COSTS. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $2,287,688 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $4,000,000 | OtherCostOrOtherBasisAmt |
| Book Value | $6,287,688 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $13,944,229 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $36,222,063 | OtherCostOrOtherBasisAmt |
| Depreciation | $28,220,050 | DepreciationAmt |
| Book Value | $21,946,242 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $282,302,482 | OtherCostOrOtherBasisAmt |
| Depreciation | $270,953,074 | DepreciationAmt |
| Book Value | $11,349,408 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $39,583,338 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| SECURITIES | $218,222,485 | C |
| CORPORATE DEBT SECURITIES | $333,601,472 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $551,823,957 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| INVESTMENT IN AFFILIATES | $59,762,842 |
| SPECIAL DEPOSITS | $1,910,688 |
| DUE FROM AFFILIATES | $2,756,790 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $64,430,320 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| UNEARNED GROUP PREMIUM | $25,777,133 |
| DUE TO AFFILIATES | $12,952,996 |
| ACCIDENT AND HEALTH PLANS | $51,185,964 |
| OTHER ACCRUED EXPENSES | $1,154,465 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $91,070,558 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THIS IS THE FIN 48 FOOTNOTE FROM HARVARD PILGRIM HEALTH CARE, INC. AND AFFILIATES CONSOLIDATED FINANCIAL STATEMENTS PREPARED IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. HPHC, INC., NEW ENGLAND, AND THE FOUNDATION ARE TAX-EXEMPT ORGANIZATIONS UNDER INTERNAL REVENUE SERVICE REGULATIONS. THE INSTITUTE HAS NO TAX STATUS AND THEREFORE FOLLOWS THE TAX EXEMPT STATUS OF HPHC, INC., AS ITS SOLE MEMBER. THE AGENCY, THE INSURANCE COMPANY, HOLDINGS, AND HPI ARE TAXABLE ENTITIES. AMOUNTS PROVIDED FOR FEDERAL AND STATE INCOME TAXES RELATED TO THE TAXABLE ENTITIES HAVE BEEN CLASSIFIED AS OPERATING EXPENSES BECAUSE THEY ARE IMMATERIAL. IN ADDITION, THE AGENCY, INSURANCE COMPANY, HOLDINGS, AND HPI HAVE IMMATERIAL CURRENT AND DEFERRED TAX ASSETS AND LIABILITIES RELATED TO TEMPORARY DIFFERENCES BETWEEN THE TAX AND FINANCIAL STATEMENT BASIS OF ASSETS AND LIABILITIES. HARVARD PILGRIM DID NOT HAVE ANY UNRECOGNIZED TAX BENEFITS AS OF DECEMBER 31, 2013 AND 2012. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Harvard Pilgrim Health Care Foundation Inc | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 93 Worcester St | AddressLine1 |
| City | Wellesley | City |
| State | MA | State |
| ZIP Code | 024819181 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 042708004 | RecipientEIN |
| IRC Section | 501(c)(3) | IRCSectionDesc |
| Cash Grant | $1,781,384 | CashGrantAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | HARVARD PILGRIM HEALTH CARE (HPHC) MAKES GRANTS TO ITS SUPPORTING ORGANIZATION, HPHC FOUNDATION (THE FOUNDATION), WHOSE PURPOSE IS TO MAKE COMMUNITY GRANTS AND MONITOR THEM IN ACCORDANCE WITH HPHC'S TAX-EXEMPT MISSION. THE FOUNDATION MAKES MINIGRANTS OF $500 EACH THAT ARE APPROVED BY AN APPOINTED COMMITTEE BEFORE THEY ARE ISSUED. MINI GRANTS OF $500 EACH ARE RECOMMENDED BY EMPLOYEES WHO FILL OUT A DETAILED APPLICATION REGARDING PURPOSE OF FUNDS, AND MUST PROVE THAT FUNDS WILL GO TO A LEGAL, NOT-FOR-PROFIT ORGANIZATION, WHERE THE EMPLOYEE LIVES OR WHERE HPHC DOES BUSINESS. FOUNDATION STAFF REVIEWS THESE APPLICATIONS FOR ACCURACY OF PURPOSE AND LEGITIMACY OF THE ORGANIZATION. FOUNDATION STAFF RECOMMENDATIONS ARE REVIEWED BY A NON-STAFF APPOINTED COMMITTEE. REPORTS ON THESE GRANTS ARE COLLECTED FROM A SAMPLE OF THESE ORGANIZATIONS. THE FOUNDATION'S INTERNAL MANAGEMENT REPORTS A SUMMARY OF THIS INFORMATION TO THE FOUNDATION'S BOARD. OTHER MORE SIGNIFICANT COMMUNITY GRANTS MADE BY THE FOUNDATION REQUIRE A CONCEPT PROPOSAL TO BE SUBMITTED AND APPROVED BY AN APPOINTED COMMITTEE. ONCE THE GRANTS ARE APPROVED, THE FOUNDATION EMPLOYEES PERFORM SITE VISITS AND REGULAR EVALUATIONS OF THE GRANTS. IN ADDITION, THE FOUNDATION HIRES AN INDEPENDENT EVALUATION GROUP TO REVIEW GRANT RESULTS. ADDITIONALLY, FORMAL FISCAL REPORTING OF ALL GRANTS IS PERFORMED AND REVIEWED BY EMPLOYEES OF THE FOUNDATION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | Yes (true) | InitialContractExceptionInd |
| Rebuttable Presumption Proc | Yes (true) | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (21 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ERIC H SCHULTZ | ||||||||||||||
| PRES/CEO/DIR | $844,331 | $0 | $448,408 | $0 | $586,647 | $0 | $275,400 | $0 | $26,993 | $0 | $2,181,779 | $0 | $566,525 | $0 |
| ROBERTA H HERMAN MD | ||||||||||||||
| COO (UNTIL 7/13) | $275,832 | $0 | $207,500 | $0 | $624,556 | $0 | $98,421 | $0 | $26,453 | $0 | $1,232,762 | $0 | $306,375 | $0 |
| LAURA S PEABODY | ||||||||||||||
| CLERK/SECR/CLO (UNTIL 6/13) | $218,160 | $0 | $157,001 | $0 | $234,554 | $0 | $20,400 | $0 | $15,282 | $0 | $645,397 | $0 | $196,493 | $0 |
| CHARLES R GOHEEN | ||||||||||||||
| CFO/TREASURER | $421,044 | $0 | $69,069 | $0 | $53,935 | $0 | $108,400 | $0 | $5,594 | $0 | $658,042 | $0 | $31,533 | $0 |
| DEBORAH A NORTON | ||||||||||||||
| CHIEF INFORMATION OFFICER | $337,613 | $0 | $129,731 | $0 | $108,229 | $0 | $90,400 | $0 | $34,043 | $0 | $700,016 | $0 | $83,205 | $0 |
| JOHN F LANE | ||||||||||||||
| CHIEF HUMAN RESOURCES OFFICER | $279,086 | $0 | $103,900 | $0 | $86,660 | $0 | $77,400 | $0 | $28,435 | $0 | $575,481 | $0 | $69,660 | $0 |
| MICHAEL S SHERMAN MD | ||||||||||||||
| SR VP CMO | $318,909 | $0 | $90,440 | $0 | $20,112 | $0 | $20,400 | $0 | $31,043 | $0 | $480,904 | $0 | $0 | $0 |
| SCOTT ALLEN | ||||||||||||||
| CHIEF ACTUARY (UNTIL 11/13) | $378,422 | $0 | $219,200 | $0 | $46,290 | $0 | $20,400 | $0 | $25,244 | $0 | $689,556 | $0 | $0 | $0 |
| THOMAS F MALONEY | ||||||||||||||
| INTERIM LEGAL OFF (AS OF 6/13) | $200,140 | $0 | $43,378 | $1,539 | $19,672 | $0 | $27,768 | $0 | $292,497 | $0 | $0 | $0 | ||
| TU NGUYEN | ||||||||||||||
| VP/CHIEF ACTUARY (AS OF 12/13) | $183,640 | $0 | $26,143 | $589 | $4,251 | $0 | $29,531 | $0 | $244,154 | $0 | $0 | $0 | ||
| VINCENT CAPOZZI | ||||||||||||||
| Sr VP Sales & MARKETING | $320,237 | $0 | $139,694 | $0 | $24,831 | $0 | $20,400 | $0 | $27,398 | $0 | $532,560 | $0 | $0 | $0 |
| BETH ANN ROBERTS | ||||||||||||||
| SR VP REGIONAL MARKETS | $241,794 | $0 | $63,700 | $0 | $6,017 | $0 | $20,400 | $0 | $30,497 | $0 | $362,408 | $0 | $0 | $0 |
| RICHARD WEISBLATT | ||||||||||||||
| SVP PROV NTWRK & HEALTH SERVS | $291,490 | $0 | $83,248 | $0 | $24,232 | $0 | $19,476 | $0 | $23,840 | $0 | $442,286 | $0 | $0 | $0 |
| PRANAV MEHTA | ||||||||||||||
| SVP PROD&BUS PLAN (AS OF 4/13) | $168,275 | $0 | $150,000 | $349 | $0 | $0 | $19,297 | $0 | $337,921 | $0 | $0 | $0 | ||
| MARTHA MURPHY | ||||||||||||||
| VP SALES | $139,608 | $0 | $148,059 | $0 | $18,247 | $0 | $20,400 | $0 | $25,367 | $0 | $351,681 | $0 | $0 | $0 |
| Jonathan Edwards | ||||||||||||||
| SALES EXECUTIVE | $55,195 | $0 | $383,691 | $0 | $6,504 | $0 | $19,608 | $0 | $27,655 | $0 | $492,653 | $0 | $0 | $0 |
| Richard Platt | ||||||||||||||
| EXEC DIR OF HPHC INSTITUTE | $332,683 | $0 | $0 | $0 | $24,358 | $0 | $28,326 | $0 | $2,493 | $0 | $387,860 | $0 | $0 | $0 |
| Debra Ann Rittenour | ||||||||||||||
| VICE PRESIDENT-SENIOR PROGRAMS | $264,439 | $0 | $70,337 | $0 | $3,847 | $0 | $12,451 | $0 | $10,284 | $0 | $361,358 | $0 | $0 | $0 |
| Cynthia Napier Rosenberg | ||||||||||||||
| SENIOR MEDICAL DIRECTOR | $282,244 | $0 | $21,613 | $0 | $6,381 | $0 | $5,262 | $0 | $25,254 | $0 | $340,754 | $0 | $0 | $0 |
| JAMES W DUCHARME | ||||||||||||||
| FORMER CFO | $0 | $0 | $0 | $152,919 | $0 | $0 | $0 | $0 | $0 | $152,919 | $0 | $152,919 | $0 | |
| MICHELLE J CLAYMAN | ||||||||||||||
| FORMER INTERIM CFO | $233,125 | $0 | $51,413 | $0 | $4,535 | $0 | $17,203 | $0 | $28,139 | $0 | $334,415 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PART I, LINE 4A | FormAndLineReferenceDesc |
| Explanation | JAMES W. DUCHARME'S EMPLOYMENT WITH HPHC WAS TERMINATED IN JANUARY 2012. PURSUANT TO THE SEVERANCE PROVISION OF HIS HPHC EMPLOYMENT CONTRACT, MR. DUCHARME WAS ELIGIBLE TO RECEIVE A CONTINUATION OF HIS BASE SALARY AND BENEFITS FOR A PERIOD OF UP TO ONE YEAR AND ANY INCENTIVE COMPENSATION THAT HE WAS ENTITLED TO FOR FISCAL YEARS 2010 THROUGH 2012. IN 2013, HE RECEIVED INCENTIVE COMPENSATION OF $152,919. ROBERTA HERMAN'S EMPLOYMENT WITH HPHC TERMINATED IN JULY 2013. PURSUANT TO THE SEVERANCE PROVISION OF HER CONTRACT, DR. HERMAN WAS ELIGIBLE TO RECEIVE A CONTINUATION OF HER BASE SALARY AND BENEFITS FOR A PERIOD OF UP TO ONE YEAR AND ANY INCENTIVE COMPENSATION SHE WAS ENTITLED TO FOR FISCAL YEARS 2013 THROUGH 2015. IN 2013 SHE RECEIVED SEVERANCE PAYMENTS OF $244,865. SCHEDULE J, PART I, LINE 4B LONG TERM INCENTIVE PLAN HPHC ADOPTED LONG-TERM INCENTIVE PLANS FOR ITS CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER, CHIEF LEGAL OFFICER, CHIEF INFORMATION OFFICER, AND CHIEF HUMAN RESOURCES OFFICER FOR FISCAL YEARS 2010-2012 AND FOR 2013-2015. THE PLANS ARE BASED ON A VARIETY OF PERFORMANCE MEASURES AND AMOUNTS ARE EARNED OVER A THREE YEAR PERIOD. SOME OR ALL OF THE DEFERRED COMPENSATION AMOUNTS REPORTED HEREIN FOR THE POTENTIAL EARNINGS UNDER THESE PLANS MAY OR MAY NOT BE PAID TO THE EXECUTIVES BASED ON THE ACTUAL RESULTS OF THE PERFORMANCE MEASURES AS DETERMINED AT THE END OF THE APPLICABLE THREE YEAR PERIOD. THE FOLLOWING INDIVIDUALS WERE PAID THE FOLLOWING AMOUNTS FROM THE 2010-2012 PLAN DURING FY 2013: ERIC H. SCHULTZ - $566,525 ROBERTA H. HERMAN, M.D. - $306,375 LAURA S. PEABODY - $196,493 CHARLES R. GOHEEN - $31,533 DEBORAH A. NORTON - $83,205 JOHN F. LANE - $69,660 JAMES W. DUCHARME - $152,919 SCHEDULE J, PART I, LINE 7 EXECUTIVE INCENTIVE PLAN HPHC HAS AN EXECUTIVE INCENTIVE PLAN TO INCENT AND REWARD PARTICIPANTS & PERMIT THEM TO SHARE IN SUCCESSFUL COMPANY FINANCIAL RESULTS, ENCOURAGE THEM TO WORK AS A TEAM AND PAY COMPETITIVELY, CONSIDERING FINANCIAL CONSTRAINTS. ON AN ANNUAL BASIS, SUBJECT TO ORGANIZATION AND INDIVIDUAL PERFORMANCE, THE COMPANY PAYS ELIGIBLE PARTICIPANTS THEIR INCENTIVE COMPENSATION, PART OF WHICH (NO MORE THAN 40% OF THE GOAL) IS CONTINGENT ON ACHIEVING A CERTAIN OPERATING EARNINGS TARGET OF HPHC, INC. AND AFFILIATES (ON A COMBINED STATUTORY ACCOUNTING BASIS). DISCRETIONARY RETIREMENT BENEFIT PLAN HPHC ADOPTED A PLAN (THE "457(B) PLAN") TO PROVIDE ADDITIONAL DISCRETIONARY RETIREMENT BENEFITS TO THOSE EXECUTIVES WHO MAY LOSE BENEFITS DUE TO THE IRS LIMITATIONS ON COMPENSATION IN THE 401(K) PRISM RETIREMENT PLAN FOR THE PERIOD BETWEEN JANUARY 1 AND DECEMBER 31, 2013. ELIGIBLE PARTICIPANTS WILL RECEIVE A DISCRETIONARY 8% EMPLOYER CONTRIBUTION TO THE 457(B) PLAN FROM HARVARD PILGRIM HEALTH CARE TO MAKE UP FOR THE SHORT FALL THEY EXPERIENCE IN THE COMPANY CONTRIBUTION TO THE PRISM 401(K) RETIREMENT PLAN BECAUSE THEY HAVE EARNINGS IN EXCESS OF THE ANNUAL IRS LIMIT FOR COVERED COMPENSATION. THE EMPLOYER CONTRIBUTION AMOUNT FOR THE 2013 PLAN YEAR IS BASED ON 8% OF THE PARTICIPANTS' 2012 ELIGIBLE EARNINGS IN EXCESS OF $255,000, UP TO $17,500. IF THE TOTAL CALCULATION OF THE 8% DIFFERENCE IS ABOVE THE IRS ANNUAL CONTRIBUTION LIMIT, THE COMPANY WILL PAY THE AMOUNT ABOVE THE IRS LIMIT TO THE EXECUTIVE IN CASH. SCHEDULE J, PART I, LINE 8 CHARLES GOHEEN ENTERED INTO AN EMPLOYMENT CONTRACT WITH HPHC IN AUGUST 2012. THE TERMS OF HIS CONTRACT INCLUDE A BASE SALARY, INCENTIVE PROGRAM, HEALTH BENEFITS, AND A SEVERANCE PROVISION. SCHEDULE J, PART II, COLUMN (F) COMPENSATION REPORTED AS DEFERRED IN PRIOR FORM 990 FOR CERTAIN INDIVIDUALS LISTED ON SCHEDULE J, PART II, AMOUNTS CREDITED UNDER THE 2013-2015 LONG TERM INCENTIVE PLAN ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (C). AMOUNTS CREDITED AND DISCLOSED ON THE FORM 990 IN PRIOR YEARS THAT VESTED AND WERE PAID OUT IN CALENDAR YEAR 2013 FOR THE 2010-2012 LONG TERM INCENTIVE PLAN ARE REPORTED IN COLUMN (B)(III) AND IN COLUMN (F). | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| BRIGHT HORIZONS | |||
| VICE CHR/DIR IS PRES/COO | $2,444,354 | PAYMENTS FOR HEALTH INSURANCE | false |
| JOHN HANCOCK USA | |||
| DIRECTOR IS BOD MEM / EE | $23,938,484 | PAYMENTS FOR HEALTH INSURANCE | false |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART IV | FormAndLineReferenceDesc |
| Explanation | 1) MARY ANN TOCIO, VICE CHAIR/DIRECTOR OF HPHC, IS PRESIDENT/COO OF BRIGHT HORIZONS. 2) SCOTT HARTZ, DIRECTOR OF HPHC, IS A BOARD MEMBER AT JOHN HANCOCK, USA. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1 & PART III, LINE 1 | ORGANIZATION'S MISSION HARVARD PILGRIM OPERATES AS A NOT-FOR-PROFIT HEALTH PLAN PROVIDING COMPREHENSIVE HEALTH MAINTENANCE ORGANIZATION SERVICES, ACCESS TO HEALTH CARE AND OTHER RELATED SERVICES IN MASSACHUSETTS, NEW HAMPSHIRE AND MAINE TO GROUP AND INDIVIDUAL MEMBERS THROUGH CONTRACTS WITH PHYSICIANS, ESTABLISHED PRIMARY CARE AND MULTI-SPECIALTY PHYSICIAN GROUPS, HOSPITALS AND OTHER HEALTH CARE PROVIDERS. OUR MISSION IS TO IMPROVE THE QUALITY AND VALUE OF HEALTH CARE FOR THE PEOPLE AND COMMUNITIES WE SERVE. FOR MORE THAN 30 YEARS, HARVARD PILGRIM HAS BUILT A REPUTATION FOR EXCEPTIONAL CLINICAL QUALITY, PREVENTIVE CARE, DISEASE MANAGEMENT AND MEMBER SATISFACTION. WE REMAIN AN INDUSTRY LEADER BY CONTINUING TO DEVELOP NEW WAYS TO IMPROVE UPON HOW WE CARE FOR OUR MEMBERS. PHYSICIAN PRACTICES IN MASSACHUSETTS, NEW HAMPSHIRE AND MAINE WILL RECEIVE GRANTS FROM HARVARD PILGRIM TO IMPROVE CLINICAL CARE, QUALITY AND SERVICE. HARVARD PILGRIM'S ANNUAL QUALITY AWARDS PROGRAM WILL FUND VARIOUS PHYSICIAN-GROUP INITIATIVES THAT FOCUS ON MANAGING CHRONIC AND PREVENTABLE DISEASES, INCREASING PATIENT SATISFACTION AND SAFETY AND INCREASING PREVENTATIVE CARE. THE RESULTS OF THESE PROGRAMS WILL BE SHARED WITH OTHER HARVARD PILGRIM PROVIDERS SO THAT THEIR "BEST PRACTICES" CAN BENEFIT A BROADER PATIENT POPULATION. THROUGH THE HARVARD PILGRIM HEALTH CARE INSTITUTE, OUR SPONSORED EDUCATIONAL PROGRAMS AND RESEARCH AGENDA SEEKS TO DISCOVER THE MOST EFFECTIVE WAYS TO DELIVER AMBULATORY MEDICAL CARE, REDUCE UNWARRANTED VARIATION IN PRACTICE, IMPROVE PATIENT SAFETY AND, WHENEVER POSSIBLE, IMPROVE PUBLIC HEALTH. THE HPHC INSTITUTE CHAMPIONS INNOVATIVE RESEARCH THAT DIRECTLY IMPROVES THE HEALTH AND SAFETY OF SOCIETY. |
| FORM 990, PART VI, LINE 2 | BUSINESS RELATIONSHIP - THE FOLLOWING INDIVIDUALS SERVE ON THE BOARDS OR ARE AN OFFICER OR KEY EMPLOYEE OF ONE OR MORE FOR PROFIT ORGANIZATIONS AFFILIATED WITH HPHC, INC.: ERIC H. SCHULTZ - PreSident/CEO/Director CHARLES R. GOHEEN - CFO/Treasurer THOMAS F. MALONEY - Interim Legal Officer (as of 6/13) LAURA S. PEABODY - Clerk/Secretary/CLO (until 6/13) SCOTT ALLEN - Chief Actuary (until 11/13) FORM 990, PART VI, LINE 11B ONCE HARVARD PILGRIM'S FORM 990 IS COMPLETED WITH THE ASSISTANCE OF ITS OUTSIDE TAX ADVISORS, IT IS FIRST REVIEWED BY HPHC'S INTERNAL MANAGEMENT AND THEN HPHC'S AUDIT COMMITTEE CHAIRPERSON (AN INDEPENDENT MEMBER OF THE BOARD OF DIRECTORS OF THE ORGANIZATION). FOLLOWING THAT REVIEW, HARVARD PILGRIM INTERNAL MANAGEMENT AND OUTSIDE TAX ADVISORS PRESENT THE FORM 990 TO THE AUDIT COMMITTEE. THE COMPLETED FORM 990 IS PROVIDED TO ALL MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO THE FORM BEING FILED WITH THE IRS. FORM 990, PART VI, LINE 12C ALL HPHC DIRECTORS, OFFICERS AND EMPLOYEES ARE SUBJECT TO HPHC'S CODE OF CONDUCT WHICH INCLUDES A CONFLICT OF INTEREST POLICY. THE CONFLICT OF INTEREST POLICY REQUIRES DIRECTORS, OFFICERS, AND EMPLOYEES TO DISCLOSE ON AN ONGOING BASIS THE OCCURRENCE OF ANY SITUATION WHEN THEIR OUTSIDE ACTIVITIES, PERSONAL INTERESTS OR RELATIONSHIPS MIGHT INFLUENCE, OR APPEAR TO INFLUENCE, THEIR ABILITY TO MAKE OBJECTIVE DECISIONS IN THE COURSE OF PERFORMING THEIR JOB RESPONSIBILITIES, HINDER OR DISTRACT FROM THE PERFORMANCE OF THEIR JOB RESPONSIBILITIES, ARE PREJUDICIAL TO THE LEGITIMATE INTERESTS OF HPHC AND ITS SUBSIDIARIES, OR CAUSE THE USE OF HPHC RESOURCES FOR OTHER THAN HPHC PURPOSE. IN ADDITION TO BEING SUBJECT TO HPHC'S CONFLICT OF INTEREST POLICY, HPHC'S BOARD OF DIRECTORS AND BOARD COMMITTEE MEMBERS ARE ANNUALLY REQUIRED TO COMPLETE AND SIGN A CONFLICTS OF INTEREST DISCLOSURE FORM, WHICH IS REPORTED TO THE BOARD OF DIRECTORS IN ACCORDANCE WITH THE DISCLOSURES AND REVIEW PROCESS SET FORTH IN HPHC'S BYLAWS. IN ADDITION, ROUGHLY HALF OF HPHC'S EMPLOYEES WHO MAKE DECISIONS ON BEHALF OF THE ORGANIZATION, OR ARE IN A POSITION TO INFLUENCE DECISIONS MADE ON BEHALF OF HPHC, ARE SURVEYED ON AN ANNUAL BASIS. THESE EMPLOYEES MUST COMPLETE AND SIGN A CONFLICT OF INTEREST DISCLOSURE FORM AND SUBMIT IT TO THE VICE PRESIDENT OF CORPORATE COMPLIANCE PROGRAMS (COMPLIANCE OFFICER). THESE FORMS ARE THEN REVIEWED BY THE COMPLIANCE OFFICER AND THE ASSOCIATE GENERAL COUNSEL RESPONSIBLE FOR CORPORATE COMPLIANCE & SPECIAL INVESTIGATIONS (COUNSEL). IF A DISCLOSURE OF A CONFLICT OF INTEREST OR POTENTIAL CONFLICT OF INTEREST IS MADE, THE COMPLIANCE OFFICER AND COUNSEL MAKE A DETERMINATION IF SUCH DISCLOSURE IS MATERIAL AND NEEDS TO BE MANAGED, MITIGATED OR ELIMINATED. THE COMPLIANCE OFFICER INFORMS EACH DEPARTMENTAL VICE PRESIDENT RESPONSIBLE FOR THE DISCLOSING EMPLOYEE OF THE DISCLOSURE. HPHC ALSO HAS MORE STRINGENT CONFLICTS OF INTEREST POLICIES AND PROCEDURES FOR CERTAIN DEPARTMENTS WHERE CONFLICTS, OR THE APPEARANCE OF CONFLICTS, ARE MORE LIKELY TO EXIST. FOR EXAMPLE, THE PHARMACY DEPARTMENT, PROVIDER CONTRACTING DEPARTMENT, AND MEDICAL MANAGEMENT DEPARTMENT ARE SUBJECT TO MORE STRINGENT POLICIES GOVERNING THE OFFER OR ACCEPTANCE OF ANY REMUNERATION, IN CASH OR IN KIND, FROM INDUSTRIES RELATED TO THEIR FUNCTION (E.G. PHARMACEUTICAL MANUFACTURERS AND HEALTHCARE DELIVERY ENTITIES). AS A GENERAL RULE, CONFLICTS OF INTEREST ARE NOT PERMITTED. HOWEVER, IN CERTAIN CASES, IF THE CONFLICT IS NOT MATERIAL AND IS PROMPTLY AND FULLY DISCLOSED TO THE EMPLOYEE'S MANAGER AND VICE PRESIDENT OF THE EMPLOYEE'S DEPARTMENT, AND IS APPROVED BY THE COMPLIANCE OFFICER, A WAIVER OF THE CONFLICT MAY BE GRANTED AND APPROPRIATE STEPS WILL BE TAKEN TO MITIGATE THE CONFLICT. FORM 990, PART VI, LINES 15A & 15B HPHC HAS AN INDEPENDENT COMPENSATION COMMITTEE THAT ANNUALLY REVIEWS THE COMPENSATION OF THE COMPANY'S OFFICERS AND KEY EMPLOYEES. THE COMPENSATION COMMITTEE CONSIDERS MARKET DATA AND ANALYSES ASSEMBLED BY INDEPENDENT COMPENSATION CONSULTANTS. THE COMMITTEE'S DELIBERATIONS ARE REFLECTED IN ITS MINUTES. FORM 990, PART VI, LINE 19 HPHC FURNISHES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY TO THE PUBLIC UPON REQUEST. THE STATUTORY FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC VIA THE NATIONAL ASSOCIATION OF INSURANCE COMMISSIONERS (NAIC) WEB SITE. FORM 990, PART VII, SECTION B, ATTACHMENT 1 NAME: DELL MARKETING LP DESCRIPTION OF SERVICES: IT CONSULTING AND BUSINESS PROCESS OUTSOURCING FORM 990, PART IX, COLUMN (D) THERE ARE NO EXPENSES FOR FUNDRAISING INCLUDED IN THE INCOME STATEMENT FOR HARVARD PILGRIM HEALTH CARE, INC. ANY COSTS INCURRED WITH THE ADMINISTRATION OF FEDERAL OR PRIVATE GRANTS ARE INCURRED BY THE INSTITUTE. THEY ARE TYPICALLY FUNDED BY THE INDIRECT COST RECOVERIES ON THOSE GRANTS. FORM 990, PART XI, LINE 9 CHANGE IN NONADMITTED ASSETS ($5,951,755) CHANGE IN SURPLUS NOTES ($9,714,897) CHANGE IN NET POST-RETIREMENT SERVICE COSTS & RECOGNIZED LOSS FOR POST-RETIREMENT MEDICAL PLAN $2,376,579 CUMULATIVE EFFECT OF CHANGE IN ACCOUNTING PRINCIPLE ($8,282,349) ____________ TOTAL ($21,572,422) FORM 990, PART XII, LINE 1 HARVARD PILGRIM HEALTH CARE FOLLOWS THE STATUTORY ACCOUNTING METHOD PRESCRIBED BY THE NATIONAL ASSOCIATION OF INSURANCE COMMISSIONERS' ACCOUNTING PRACTICES AND PROCEDURES MANUAL FOR STATUTORY ACCOUNTING PRINCIPLES. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Harvard Pilgrim Health Care Institute L | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 133 BROOKLINE AVE | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02215 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943477531 | EIN |
| Primary Activities | RESEARCH | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Total Income | $1,640,578 | TotalIncomeAmt |
| End Of Year Assets | $25,267,880 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HPHC INC | BusinessNameLine1 |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| HPHC Foundation Inc | ||||||||||
| 93 WORCESTER STREET | WELLESLEY | MA | 02481 | 042708004 | community svc | MA | 501(c)(3) | 11a-I | HPHC Inc | Yes (true) |
| HPHC of New England Inc | ||||||||||
| 93 WORCESTER STREET | WELLESLEY | MA | 02481 | 042663394 | health insura | MA | 501(c)(4) | HPHC Inc | Yes (true) | |
| HPHC OF CONNECTICUT | ||||||||||
| 185 ASYLUM ST 2ND FL | HARTFORD | CT | 06103 | 461681667 | HEALTH INSURA | CT | 501(C)(4) | HPHC Inc | Yes (true) | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HPHC Insurance Company Inc | ||||||||||||
| 93 WORCESTER STREET | WELLESLEY | MA | 024819181 | 043149694 | HEALTH INSURA | MA | HPHC INC | C CORP | $654,942,674 | $162,235,024 | 1.00000 | Yes (true) |
| HPHC Holding Company Inc | ||||||||||||
| 93 WORCESTER STREET | WELLESLEY | MA | 024819181 | 043306439 | HOLDING COMPA | MA | HPHC INC | C CORP | $0 | $0 | 1.00000 | Yes (true) |
| Plan Marketing Insurance Agency Inc | ||||||||||||
| 1500 W PARK DRIVE STE 330 | WESTBOROUGH | MA | 01581 | 042734281 | BROKERAGE | MA | HEALTH PLANS | C CORP | $0 | $0 | 1.00000 | Yes (true) |
| HPHC Insurance Agency Inc | ||||||||||||
| 93 WORCESTER STREET | WELLESLEY | MA | 024819181 | 043016201 | BROKERAGE | MA | HPHC INC | C CORP | $99,654 | $508,415 | 1.00000 | Yes (true) |
| Health Plans Inc | ||||||||||||
| 1500 W PARK DRIVE STE 330 | WESTBOROUGH | MA | 01581 | 042734278 | TPA | MA | HPHC INC | C CORP | $30,584,908 | $20,882,523 | 1.00000 | Yes (true) |
| Care Management Services Inc | ||||||||||||
| 1500 W PARK DRIVE STE 330 | WESTBOROUGH | MA | 01581 | 043438779 | ASO SERVICES | MA | HEALTH PLANS | C CORP | $0 | $0 | 1.00000 | Yes (true) |
| HARVARD PILGRIM PHYSICIANS ASSOC INC | ||||||||||||
| 93 WORCESTER ST | WELLESLEY | MA | 024819181 | PHYSICIAN ORG | MA | HPHC INC | SEE PART VII | $0 | $0 | 1.00000 | Yes (true) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (true) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (13 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| HPHC Foundation Inc | ||
| b | $1,781,384 | cash |
| HPHC of New England Inc | ||
| l,n,o | $27,055,208 | allocation |
| HPHC Foundation Inc | ||
| l,n,o | $395,447 | allocation |
| HPHC Insurance Company Inc | ||
| l,n,o | $108,765,456 | allocation |
| Health Plans Inc | ||
| l,n,o | $4,410,571 | allocation |
| HPHC Foundation Inc | ||
| a (iv | $221,173 | contract |
| Health Plans Inc | ||
| a (iv | $297,019 | contract |
| HPHC of New England Inc | ||
| e | $5,679,981 | contract |
| HPHC Foundation Inc | ||
| d | $2,840,724 | contract |
| Health Plans Inc | ||
| d | $1,221,369 | contract |
| HPHC Insurance Agency Inc | ||
| e | $17,558 | contract |
| HPHC Insurance Company Inc | ||
| e | $6,818,107 | contract |
| HPHC Insurance Company Inc | ||
| b | $8,000,000 | cash |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule R, Part II | FormAndLineReferenceDesc |
| Explanation | HARVARD PILGRIM HEALTH CARE OF CONNECTICUT WAS INACTIVE DURING 2013. Schedule R, Part IV HARVARD PILGRIM PHYSICIANS ASSOCIATION, INC. IS A NONPROFIT ORGANIZED UNDER THE LAWS OF MASSACHUSETTS. THIS IS AN INACTIVE ORGANIZATION. | ExplanationTxt |