BLUE CROSS BLUE SHIELD ASSOCIATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- BLUE CROSS BLUE SHIELD ASSOCIATION (EIN 13-5656874)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-11
- IRS object ID
- 201333179349303128
- Schema version
- 2012v2.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-11T17:16:22-07:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 135656874 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUE CROSS AND BLUE SHIELD ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BLUE | NameControl |
| Phone | 3122976000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 North Michigan Avenue | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 60601 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Robert Kolodgy | Name |
| Title | Sr. VP & Chief Financial Officer | Title |
| Phone | 3122976000 | Phone |
| Date Signed | 2013-11-12 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Scott Serota | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 North Michigan Avenue | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 60601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 415828814 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.bcbs.com | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1948 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | The organization's tax exempt purpose is promoting through independent BCBS member (Plans), the common good and general welfare of the community by fostering broad-based health insurance coverage. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 39 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 38 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1259 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 17852372 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -4545541 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 391099815 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 401706209 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1308731 | InvestmentIncomePriorYear |
| Investment Income Current Year | 894806 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -183692 | OtherRevenuePriorYear |
| Other Revenue Current Year | 64389 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 392224854 | TotalRevenuePriorYear |
| Total Revenue Current Year | 402665404 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 168864772 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 170867694 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 236658500 | OtherExpensePriorYear |
| Other Expenses Current Year | 230723477 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 405523272 | TotalExpensesPriorYear |
| Total Expenses Current Year | 401591171 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -13298418 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1074233 | RevenuesLessExpensesCY |
| Total Assets BOY | 477055743 | TotalAssetsBOY |
| Total Assets EOY | 545808284 | TotalAssetsEOY |
| Total Liabilities BOY | 372770195 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 441368086 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 104285548 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 104440198 | NetAssetsOrFundBalancesEOY |
| Mission Description | The Association serves its membership consisting of independent Blue Cross and Blue Shield Plans (Plans) which operates within specified geographic service areas. The Association provides a variety of services to member Plans and coordinates government services such as the Medicare Part A prime contract and the contract under the Federal Employee Health Benefit Program (FEP);all of which are the core of the organization's exempt purpose of promoting the common good and general welfare of the community by fostering broad-based health insurance coverage. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 103463891 | Expense |
| Revenue | 102187488 | Revenue |
| Description | The BlueCard program is a clearinghouse service provided when a member Plan participant receives healthcare in another member Plan geographic service area. BlueCard enhancements in 2012 improved application performance, reliability and real-time processing of claims. This allows Plans to significantly reduce claim cycle time and realize significant operational efficiencies - Plan-reported examples include a seven-day reduction in claims cycle time and an 8 to 11-percent reduction in duplicate claims. Twenty eight (28) of thirty nine (38) Association licensees serve fortune 500 companies nationally. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 107379928 | Expense |
| Revenue | 107463438 | Revenue |
| Description | The Blue Cross and Blue Shield Associations' Federal Employee Program (FEP) administers the Blue Cross and Blue Shield Service Benefit Plan. Approximately 62 percent of all federal employees and retirees who receive their health care benefits through the government's Federal Employee Health Benefits Program (FEHBP) are members of the Service Benefit Plan receiving health coverage through member Plans. Service Benefit Plan has been part of the FEHBP since its inception in 1960 and is the largest plan in the program. The FEP program provided service to more than 5.3 million members and maintained a retention rate of 99.2 percent. To increase efficiencies and effectiveness, FEP launched several initiatives projected to save more than $21 million over the next two to three years - which enabled the program to improve the competitive position of its program optons. The FEP BlueVision product has approximately 885,000 members which is over fifty percent of the market share. The program wide service profile score increased for the fifth straight year, reaching a record high 114 out of 120. The program continues to increase member awareness through the offering of several on-line tools; including access to personal health records, wellness coaching modules and nurse-line. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 54142546 | Expense |
| Revenue | 62888810 | Revenue |
| Description | As the umbrella organization for the member Plans, the Association coordinates advertising and communications programs, providing policy and representation of member interests, monitors and fosters the financial stability of all the Plans and supports the ability of the Plans to operate efficiently by providing conferences, consulting and miscellaneous services to the Plans. | Description |
Activity Other ActivityOther (6 entries)
| ExpenseExpense | RevenueRevenue | DescriptionDescription |
|---|---|---|
| 35159080 | 38032951 | The Association develops, enhances and protects the value of the Blue Cross and Blue Shield brand names and symbols and supports the oversight and management of member Plan license agreements. |
| 30491181 | 36315856 | The Association provides optional consulting services and other miscellaneous services. |
| 22266183 | 17732141 | National Data Warehouse (NDW) is a central data warehouse composed of aggregate standardized and de-identified data (such as medical and drug claims, membership and other provider information) obtained from participating member plans for use in complementing the analytical systems within each of the Plans to improve business intelligence and for the benefit of understanding and managing health care costs and quality via benchmarking and trend analysis. |
| 12242983 | 12466152 | Operation of the National Employee Benefits Administration Program which provides a comprehensive group package of employee benefits programs to the Plans. |
| 10387183 | 16840431 | Operation of the telecommunications network which facilitates inter-plan communication. |
| 8920920 | 7778943 | The Association performs services for the Medicare A program and other services agreements with the Secretary of the United States Department of Health and Human Services (DHHS). BCBSA acts in a coordinating role for all Blue Cross and Blue Shield Plans to perform certain aspects of the Medicare A intermediary functions and other government business services provided to Plans. The Association provides additional services to DHHS through contracts with the Agency for Healthcare Research and Quality (AHRQ) utilizing funds from the American Recovery and Reinvestment Act (ARRA). |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 119467530 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 129166474 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 384453895 | TotalProgramServiceExpense |
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 1 | PoliticalActivities |
| Subject To Proxy Tax | 1 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 234 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1259 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 39 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 38 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 1 | InvestmentInJointVenture |
| Written Policy Or Procedure | 1 | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Robert J Kolodgy | NamePerson |
| Telephone Number | 3122976462 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 North Michigan Avenue | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 60601 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (74 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| Peter Andruszkiewicz | |||||||||
| BoardMember | 1.7 | 0 | X | 0 | 0 | 0 | |||
| Richard L Boals | |||||||||
| BoardMember | 1.7 | 0 | X | 0 | 0 | 0 | |||
| Bruce G Bodaken | |||||||||
| BoardMember | 1.7 | 0 | X | 0 | 0 | 0 | |||
| Angela Braly | |||||||||
| BoardMember | 1.7 | 0 | X | 0 | 0 | 0 | |||
| H R Brereton Barlow | |||||||||
| BoardMember | 1.7 | 0 | X | 0 | 0 | 0 | |||
| Chester Burrell | |||||||||
| BoardMember | 1.7 | 0 | X | 0 | 0 | 0 | |||
| John Cannon | |||||||||
| BoardMember | 1.7 | 0 | X | 0 | 0 | 0 | |||
| Denise S Cesare | |||||||||
| BoardMember | 1.7 | 0 | X | 0 | 0 | 0 | |||
| Andrew C Corbin | |||||||||
| BoardMember | 1.7 | 0 | X | 0 | 0 | 0 | |||
| Andrew Dreyfus | |||||||||
| BoardMember | 1.7 | 0 | X | 0 | 0 | 0 | |||
| Paul von Ebers | |||||||||
| BoardMember | 1.7 | 0 | X | 0 | 0 | 0 | |||
| Ray Flachbart | |||||||||
| BoardMember | 1.7 | 0 | X | 0 | 0 | 0 | |||
| John D Forsyth | |||||||||
| BoardMember | 1.7 | 0 | X | 0 | 0 | 0 | |||
| Mike Frank | |||||||||
| BoardMember | 1.7 | 0 | X | 0 | 0 | 0 | |||
| Mark B Ganz | |||||||||
| BoardMember | 1.7 | 0 | X | 0 | 0 | 0 | |||
| David R Gentile | |||||||||
| BoardMember | 1.7 | 0 | X | 0 | 0 | 0 | |||
| Don C George | |||||||||
| BoardMember | 1.7 | 0 | X | 0 | 0 | 0 | |||
| Patrick J Geraghty | |||||||||
| BoardMember | 1.7 | 0 | X | 0 | 0 | 0 | |||
| Zelda Geyer-Sylvia | |||||||||
| BoardMember | 1.7 | 0 | X | 0 | 0 | 0 | |||
| Vicky B Gregg | |||||||||
| BoardMember | 1.7 | 0 | X | 0 | 0 | 0 | |||
| Patricia A Hemingway Hall | |||||||||
| BoardMember | 1.7 | 0 | X | 0 | 0 | 0 | |||
| Robert P Hiam | |||||||||
| BoardMember | 1.7 | 0 | X | 0 | 0 | 0 | |||
| Daniel J Hilferty | |||||||||
| BoardMember | 1.7 | 0 | X | 0 | 0 | 0 | |||
| Terry D Kellogg | |||||||||
| BoardMember | 1.7 | 0 | X | 0 | 0 | 0 | |||
| David H Klein | |||||||||
| BoardMember | 1.7 | 0 | X | 0 | 0 | 0 | |||
| Scott D Kreiling | |||||||||
| BoardMember | 1.7 | 0 | X | 0 | 0 | 0 | |||
| William Lehr Jr | |||||||||
| BoardMember | 1.7 | 0 | X | 0 | 0 | 0 | |||
| Daniel J Loepp | |||||||||
| BoardMember | 1.7 | 0 | X | 0 | 0 | 0 | |||
| Scott B Lynch | |||||||||
| BoardMember | 1.7 | 0 | X | 0 | 0 | 0 | |||
| Robert A Marino | |||||||||
| BoardMember | 1.7 | 0 | X | 0 | 0 | 0 | |||
| Steven S Martin | |||||||||
| BoardMember | 1.7 | 0 | X | 0 | 0 | 0 | |||
| Kenneth R Melani MD | |||||||||
| BoardMember | 1.7 | 0 | X | 0 | 0 | 0 | |||
| Alphonso ONeil White | |||||||||
| BoardMember | 1.7 | 0 | X | 0 | 0 | 0 | |||
| David S Pankau | |||||||||
| BoardMember | 1.7 | 0 | X | 0 | 0 | 0 | |||
| M Carol Pigott | |||||||||
| BoardMember | 1.7 | 0 | X | 0 | 0 | 0 | |||
| Michael Reitz | |||||||||
| BoardMember | 1.7 | 0 | X | 0 | 0 | 0 | |||
| Ramon M Ruiz Comas | |||||||||
| BoardMember | 1.7 | 0 | X | 0 | 0 | 0 | |||
| Rick Schum | |||||||||
| BoardMember | 1.7 | 0 | X | 0 | 0 | 0 | |||
| Gary D St Hilaire | |||||||||
| BoardMember | 1.7 | 0 | X | 0 | 0 | 0 | |||
| Pamela Wheelock | |||||||||
| BoardMember | 1.7 | 0 | X | 0 | 0 | 0 | |||
| P Mark White | |||||||||
| BoardMember | 1.7 | 0 | X | 0 | 0 | 0 | |||
| J Bradley Wilson | |||||||||
| BoardMember | 1.7 | 0 | X | 0 | 0 | 0 | |||
| William Winkenwerder | |||||||||
| BoardMember | 1.7 | 0 | X | 0 | 0 | 0 | |||
| Scott P Serota | |||||||||
| President & CEO | 40 | 0 | 3905943 | 0 | 1301741 | X | |||
| William A Breskin | |||||||||
| VP, Government Programs | 40 | 0 | 363826 | 0 | 110389 | X | |||
| Paul Brown | |||||||||
| VP, Venturing | 40 | 0 | 104799 | 0 | 55228 | X | |||
| William J Colbourne | |||||||||
| SR VP, HR and Administration | 40 | 0 | 571192 | 0 | 137538 | X | |||
| Frank E Coyne Jr | |||||||||
| VP, Operations & Ntl Programs | 40 | 0 | 464242 | 0 | 194188 | X | |||
| Kathy R Didawick | |||||||||
| VP, Congressional Comm | 40 | 0 | 316329 | 0 | 77216 | X | |||
| John T Ericksen | |||||||||
| VP, Federal Relations | 40 | 0 | 436511 | 0 | 121471 | X | |||
| Jena Estes | |||||||||
| VP, Federal Employee Program | 40 | 0 | 360184 | 0 | 91199 | X | |||
| Alissa T Fox | |||||||||
| SR VP, Policy & Representation | 40 | 0 | 771668 | 0 | 175073 | X | |||
| Paul John Julian Gerrard | |||||||||
| VP, Strategic Communications | 40 | 0 | 261305 | 0 | 41393 | X | |||
| Justine G Handelman | |||||||||
| VP, Legislative & Regulatory Policy | 40 | 0 | 334970 | 0 | 82152 | X | |||
| Trent T Haywood | |||||||||
| SR VP, Chief Medical Officer | 40 | 0 | 24038 | 0 | 2237 | X | |||
| Kari J Hedges | |||||||||
| VP, National Programs | 40 | 0 | 280976 | 0 | 36990 | X | |||
| Mitchell J Helfand | |||||||||
| VP, Finance | 40 | 0 | 320934 | 0 | 111688 | X | |||
| Robert J Kolodgy Jr | |||||||||
| SR VP, FSGP and CFO | 40 | 0 | 588892 | 0 | 60254 | X | |||
| Allan M Korn | |||||||||
| SR VP, Chief Medical Officer | 40 | 0 | 719559 | 0 | 237923 | X | |||
| Shirley S Lady | |||||||||
| VP, Information Strategy/Ops | 40 | 0 | 335169 | 0 | 103959 | X | |||
| W Scott Nehs | |||||||||
| VP, Dep Gen Counsel Asst Sec | 40 | 0 | 249620 | 0 | 26297 | X | |||
| William B O'Loughlin | |||||||||
| VP, Chief Technology Officer | 40 | 0 | 526092 | 0 | 112452 | X | |||
| Doug Porter | |||||||||
| SR VP, Chief Information Officer | 40 | 0 | 722068 | 0 | 83801 | X | |||
| Cynthia P Rolfe | |||||||||
| VP, Consumer Brand Strategy | 40 | 0 | 298878 | 0 | 24482 | X | |||
| Maureen E Sullivan | |||||||||
| SR VP, Strategic Services and CSO | 40 | 0 | 644597 | 0 | 123926 | X | |||
| Jennifer Vachon | |||||||||
| VP and Chief of Staff | 40 | 0 | 350085 | 0 | 81454 | X | |||
| Jody A Voss | |||||||||
| VP, Strategic Business Services | 40 | 0 | 355044 | 0 | 92473 | X | |||
| Roger G Wilson | |||||||||
| SR VP, Gen Counsel & Secretary | 40 | 0 | 672505 | 0 | 142156 | X | |||
| John Cerisano | |||||||||
| Exec Dir, Policy & Representation | 40 | 0 | 288023 | 0 | 66536 | X | |||
| Daniel A Engel | |||||||||
| Sr Assoc Gen Counsel | 40 | 0 | 265197 | 0 | 107335 | X | |||
| Carole R Flamm | |||||||||
| Exec Med Dir, National Programs | 40 | 0 | 331732 | 0 | 58930 | X | |||
| Steven D Putziger | |||||||||
| Exec Dir, Brand Protect & Finance | 40 | 0 | 303610 | 0 | 70748 | X | |||
| Mark A Talluto | |||||||||
| Exec Dir, Strategic Services | 40 | 0 | 277614 | 0 | 36860 | X | |||
| Stephen Gammarino | |||||||||
| Former Officer | 0 | 0 | 860677 | 0 | 3790 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 16306279 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 3971879 | TotalOtherCompensation |
| Number Individuals GT100 K | 522 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| AGA SERVICE COMPANY | |||||
| ALLIANZ GLOBAL SERVICES | Richmond | VA | 23294 | InterPlan Support | 8486299 |
| HP ENTERPRISE SERVICE LLC | |||||
| PO Box 92013 | Chicago | IL | 606752013 | Systems Consulting | 5631639 |
| BLUE HEALTH INTELLIGENCE | |||||
| 225 N MICHIGAN AVENUE | Chicago | IL | 60601 | Data Access Fees | 4710614 |
| SYNOVATE INC | |||||
| 3040 W SALT CREEK LANE | Arlington Heights | IL | 60005 | Healthcare Surveys | 3149108 |
| AT&T | |||||
| PO Box 84685 | Seattle | WA | 981245985 | BlueCard Usage Telecom Fees | 2821803 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 126 | NumberOfContractorsGT100K |
| Total Contributions | 0 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| BlueCard | 900099 | 102187488 | 102187488 | 0 | $0 |
| Federal Employee Program | 900099 | 107463438 | 107463438 | 0 | $0 |
| Other Services | 900099 | 62888810 | 62888810 | 0 | $0 |
| Brand Enhance & Protection | 900099 | 38032951 | 38032951 | 0 | $0 |
| Consulting & Misc Services | 900099 | 36315855 | 36315855 | 0 | $0 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 54817667 | TotalRevenueColumn |
| Related Or Exempt Function Income | 37085526 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 17732141 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 401706209 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 759833 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $759,833 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 13298383 | Securities |
| Other | 0 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 13117521 | Securities |
| Other | 45889 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 180862 | Securities |
| Other | -45889 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 134973 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $134,973 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 0 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 0 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 0 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 0 | GrossIncomeGaming |
| Gaming Direct Expenses | 0 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 0 | GrossSalesOfInventory |
| Cost Of Goods Sold | 0 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Service Fee Revenue | 525990 | 129041 | 0 | 129041 | $0 |
| Partnership Pass Through Loss | 900001 | -64652 | -55842 | -8810 | $0 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 64389 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 402665404 | TotalRevenueColumn |
| Related Or Exempt Function Income | 383918226 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 17852372 | UnrelatedBusinessRevenue |
| Exclusion | $894,806 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16046931 | Total |
| Program Services | 12749775 | ProgramServices |
| Management And General | 3297156 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 116331358 | Total |
| Program Services | 111883005 | ProgramServices |
| Management And General | 4448353 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14219046 | Total |
| Program Services | 9481946 | ProgramServices |
| Management And General | 4737100 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15731807 | Total |
| Program Services | 15450239 | ProgramServices |
| Management And General | 281568 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8538552 | Total |
| Program Services | 8270799 | ProgramServices |
| Management And General | 267753 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9735135 | Total |
| Program Services | 9925291 | ProgramServices |
| Management And General | -190156 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 853905 | Total |
| Program Services | 853905 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5112641 | Total |
| Program Services | 5112641 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Fundraising | 0 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15182 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 15182 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 114786856 | Total |
| Program Services | 114159724 | ProgramServices |
| Management And General | 627132 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6507248 | Total |
| Program Services | 6501244 | ProgramServices |
| Management And General | 6004 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9485357 | Total |
| Program Services | 9358226 | ProgramServices |
| Management And General | 127131 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31890727 | Total |
| Program Services | 31470036 | ProgramServices |
| Management And General | 420691 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10805225 | Total |
| Program Services | 10380104 | ProgramServices |
| Management And General | 425121 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5785184 | Total |
| Program Services | 5078644 | ProgramServices |
| Management And General | 706540 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4141864 | Total |
| Program Services | 3447866 | ProgramServices |
| Management And General | 693998 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 262966 | Total |
| Program Services | 237549 | ProgramServices |
| Management And General | 25417 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20064336 | Total |
| Program Services | 19858903 | ProgramServices |
| Management And General | 205433 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3314351 | Total |
| Program Services | 3283313 | ProgramServices |
| Management And General | 31038 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| Membership, Sponsorship, Gen'l Contribution | 5817635 | 4871127 | 946508 |
| Books & Periodicals | 1898118 | 1833463 | 64655 |
| Miscellaneous | 246747 | 246095 | 652 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Fundraising | 0 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 401591171 | Total |
| Program Services | 384453895 | ProgramServices |
| Management And General | 17137276 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 544058 | BOY |
| EOY | 692444 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 270161510 | BOY |
| EOY | 327372324 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25371551 | BOY |
| EOY | 24332048 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9696675 | BOY |
| EOY | 5014976 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8783774 | BOY |
| EOY | 9153032 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 91328112 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 65663397 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27718663 | BOY |
| EOY | 25664715 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15000 | BOY |
| EOY | 15000 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 106021820 | BOY |
| EOY | 132369364 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12275987 | BOY |
| EOY | 4498115 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16466705 | BOY |
| EOY | 16696266 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 477055743 | BOY |
| EOY | 545808284 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 78921901 | BOY |
| EOY | 91845720 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1447273 | BOY |
| EOY | 1683739 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 229822490 | BOY |
| EOY | 276009273 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62578531 | BOY |
| EOY | 71829354 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 372770195 | BOY |
| EOY | 441368086 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 104285548 | BOY |
| EOY | 104440198 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 104285548 | BOY |
| EOY | 104440198 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 477055743 | BOY |
| EOY | 545808284 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1074233 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 261384 | ReconciliationUnrealizedInvest |
| Reconcilation Donated Services | 0 | ReconcilationDonatedServices |
| Reconcilation Invest Expenses | -15182 | ReconcilationInvestExpenses |
| Reconcilation Prior Adjustment | 0 | ReconcilationPriorAdjustment |
| Reconcilation Other Changes | -1165785 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | 485285 | PoliticalExpenditures |
| Volunteer Hours | 0 | VolunteerHours |
| Amt Expended For527 Activities | 0 | AmtExpendedFor527Activities |
| Amt Of Internal Funds Contributed | 275000 | AmtOfInternalFundsContributed |
| Total Exmpt Function Expenditures | 275000 | TotalExmptFunctionExpenditures |
| Form1120 Pol Filed | 1 | Form1120PolFiled |
Sec527 Pol Orgs Sec527PolOrgs (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Amt Pd From Internal FundsAmtPdFromInternalFunds | Amt Of Contribs Recd DeliveredAmtOfContribsRecdDelivered |
|---|---|---|---|---|---|---|
| Democratic Governor's Association | ||||||
| 1401 K Street NW Ste 200 | Washington | DC | 20005 | 521304889 | 125000 | 0 |
| Republican Governor's Association | ||||||
| 1747 Pennsylvania Ave NW Ste 250 | Washington | DC | 20006 | 113655877 | 100000 | 0 |
| Republican State Leadership Committee | ||||||
| 1201 F Street NW Suite 675 | Washington | DC | 20004 | 050532524 | 50000 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nondeduct | 0 | SubstantiallyAllDuesNondeduct |
| Only In House Lobbying | 0 | OnlyInHouseLobbying |
| Agree To Carryover Prior Year | 0 | AgreeToCarryoverPriorYear |
| Dues Assessments | 95500000 | DuesAssessments |
| Non Ded Lobby Political Current | 13325716 | NonDedLobbyPoliticalCurrent |
| Non Ded Lobby Political Carryover | 0 | NonDedLobbyPoliticalCarryover |
| Non Ded Lobby Political Total | 13325716 | NonDedLobbyPoliticalTotal |
| Aggr Amt Reported In Dues Notices | 13325716 | AggrAmtReportedInDuesNotices |
| Amount To Be Carried Over | 0 | AmountToBeCarriedOver |
| Taxable | $0 | TaxableAmount |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchC_P1A_S00_L01 | Identifier |
| Return Reference | Schedule C, Part I-A, Line 1 | ReturnReference |
| Explanation | Schedule C, Part I-A, Line 1 - The filing organiztion made contributions from the general treasury to three Section 527 political organizations and sponsored a separate fund designated for exempt purposes. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
| Explanation In Part XIII | X | ExplanationInPartXIII |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Book Value | 0 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 28020745 | OtherCostOrOtherBasis |
| Depreciation | 14201688 | Depreciation |
| Book Value | 13819057 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 63307367 | OtherCostOrOtherBasis |
| Depreciation | 51461709 | Depreciation |
| Book Value | 11845658 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 25664715 | TotalOfBookValueLandBuildings |
Financial Derivatives FinancialDerivatives
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Closely Held Equity Interests CloselyHeldEquityInterests
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Other Securities OtherSecurities (6 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Non Public Mutual Funds | 78878576 | C |
| Wells Fargo Mutual Funds (MNSGX) | 39428092 | F |
| 1 share common, BCBSA Services, Inc. | 13262469 | C |
| Investment in Affiliates >5% | 580890 | C |
| 206,889 Common, BCS Insurance Corp | 210000 | C |
| 9,337.63 Common, Health Intelligence Co. LLC | 9337 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 132369364 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (6 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Pension Liability | $44,558,967 |
| Unsecured Note to Related Parties | $9,897,555 |
| Lease Liability | $9,170,855 |
| Post Retirement Liability | $5,389,763 |
| Other Benefits | $2,399,887 |
| Interest Payable | $412,327 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 71829354 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 403043106 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 261384 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 0 | DonatedSrvcAndUseOfFacilities |
| Recoveries Of Prior Year Grants | 0 | RecoveriesOfPriorYearGrants |
| Other Revenues | 180707 | OtherRevenues |
| Revenue Not Rptd F990 | 442091 | RevenueNotRptdF990 |
| Revenue Subtotal | 402601015 | RevenueSubtotal |
| Investment Expenses Not Included | 0 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 64389 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 64389 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 402665404 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 401637058 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 0 | DonatedServicesUseOfFacilities |
| Prior Year Adjustments | 0 | PriorYearAdjustments |
| Losses Reported | 0 | LossesReported |
| Other Expenses Included | 0 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 401637058 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 0 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | -45887 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | -45887 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 401591171 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchD_P04_S00_L02b | Schedule D, Part IV, Line 2b | Schedule D, Part IV, Line 2b - The Association holds funds as agent for its member Plans under arrangements covering its Blue Card and Federal Employee Program |
| SchD_P10_S00_L02 | Schedule D, Part X, Line 2 | The Association follows the requirements of ASC 740-10-25 "Accounting for Uncertainty in Income Taxes," which clarifies the accounting and disclosure for uncertainty in tax positions, as defined. ASC 740-10-25 seeks to reduce the diversity in practice associated with certain aspects of the recognition and measurement related to accounting for income taxes. Under ASC 740-10-25, an organization must recognize the tax benefit associated with tax positions taken for tax return purposes when it is more-likely-than-not that the position will be sustained. The Association does not believe that there are any uncertain tax positions that should be recorded. No interest or penalties were recorded or included in the consolidated statement of activities for the years ended December 31, 2012 and 2011. The Association is open to examination by taxing authorities from fiscal year 2009 forward. |
| SchD_P11_S00_L02d | Schedule D, Part XI, Line 2d | Subsidiary Gross Receipts $150,000 - $45,889 reclassification of loss on sale of assets + $15,182 reclassification of investment expenses = $180,707 |
| SchD_P11_S00_L04b | Schedule D, Part XI, Line 4b | $129,041 Consolidated Intercompany Revenue - $64,652 Investment pass through income from |
| SchD_P12_S00_L04b | Schedule D, Part XII, Line 4b | Reclassification of loss on sale of Assets to Revenue |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (31 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Scott P Serota | ||||||||||||||
| President & CEO | 955947 | 0 | 1937741 | 0 | 1012255 | 0 | 1275518 | 0 | 26223 | 0 | 5207684 | 0 | 902061 | 0 |
| William A Breskin | ||||||||||||||
| VP, Government Programs | 247219 | 0 | 76500 | 0 | 40107 | 0 | 85808 | 0 | 24581 | 0 | 474215 | 0 | 0 | 0 |
| Paul Brown | ||||||||||||||
| VP, Venturing | 62085 | 0 | 26000 | 0 | 16714 | 0 | 48526 | 0 | 6702 | 0 | 160027 | 0 | 0 | 0 |
| William J Colbourne | ||||||||||||||
| SR VP, HR and Administration | 305101 | 0 | 155000 | 0 | 111091 | 0 | 116935 | 0 | 20603 | 0 | 708730 | 0 | 0 | 0 |
| Frank E Coyne Jr | ||||||||||||||
| VP, Operations & Ntl Programs | 276262 | 0 | 120400 | 0 | 67580 | 0 | 167057 | 0 | 27131 | 0 | 658430 | 0 | 0 | 0 |
| Kathy R Didawick | ||||||||||||||
| VP, Congressional Comm | 222781 | 0 | 75000 | 0 | 18548 | 0 | 59890 | 0 | 17325 | 0 | 393544 | 0 | 0 | 0 |
| John T Ericksen | ||||||||||||||
| VP, Federal Relations | 260817 | 0 | 97000 | 0 | 78694 | 0 | 98687 | 0 | 22785 | 0 | 557983 | 0 | 0 | 0 |
| Jena Estes | ||||||||||||||
| VP, Federal Employee Program | 238481 | 0 | 70000 | 0 | 51703 | 0 | 68574 | 0 | 22625 | 0 | 451383 | 0 | 0 | 0 |
| Alissa T Fox | ||||||||||||||
| SR VP, Policy & Representation | 374684 | 0 | 190000 | 0 | 206984 | 0 | 143177 | 0 | 31896 | 0 | 946741 | 0 | 0 | 0 |
| Paul John Julian Gerrard | ||||||||||||||
| VP, Strategic Communications | 216363 | 0 | 43100 | 0 | 1842 | 0 | 23653 | 0 | 17740 | 0 | 302698 | 0 | 0 | 0 |
| Justine G Handelman | ||||||||||||||
| VP, Legislative & Regulatory Policy | 228197 | 0 | 90000 | 0 | 16773 | 0 | 60074 | 0 | 22078 | 0 | 417122 | 0 | 0 | 0 |
| Trent T Haywood | ||||||||||||||
| SR VP, Chief Medical Officer | 24038 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 2237 | 0 | 26275 | 0 | 0 | 0 |
| Kari J Hedges | ||||||||||||||
| VP, National Programs | 205369 | 0 | 70000 | 0 | 5607 | 0 | 23386 | 0 | 13604 | 0 | 317966 | 0 | 0 | 0 |
| Mitchell J Helfand | ||||||||||||||
| VP, Finance | 192730 | 0 | 76300 | 0 | 51904 | 0 | 90356 | 0 | 21332 | 0 | 432622 | 0 | 0 | 0 |
| Robert J Kolodgy Jr | ||||||||||||||
| SR VP, FSGP and CFO | 389716 | 0 | 195000 | 0 | 4176 | 0 | 32000 | 0 | 28254 | 0 | 649146 | 0 | 0 | 0 |
| Allan M Korn | ||||||||||||||
| SR VP, Chief Medical Officer | 341365 | 0 | 290000 | 0 | 88194 | 0 | 213313 | 0 | 24610 | 0 | 957482 | 0 | 0 | 0 |
| Shirley S Lady | ||||||||||||||
| VP, Information Strategy/Ops | 214751 | 0 | 89000 | 0 | 31418 | 0 | 90923 | 0 | 13036 | 0 | 439128 | 0 | 0 | 0 |
| W Scott Nehs | ||||||||||||||
| VP, Dep Gen Counsel Asst Sec | 248120 | 0 | 0 | 0 | 1500 | 0 | 12500 | 0 | 13797 | 0 | 275917 | 0 | 0 | 0 |
| William B O'Loughlin | ||||||||||||||
| VP, Chief Technology Officer | 264685 | 0 | 115600 | 0 | 145807 | 0 | 82589 | 0 | 29863 | 0 | 638544 | 0 | 0 | 0 |
| Doug Porter | ||||||||||||||
| SR VP, Chief Information Officer | 359003 | 0 | 195000 | 0 | 168065 | 0 | 64866 | 0 | 18935 | 0 | 805869 | 0 | 0 | 0 |
| Cynthia P Rolfe | ||||||||||||||
| VP, Consumer Brand Strategy | 242020 | 0 | 52400 | 0 | 4458 | 0 | 8620 | 0 | 15862 | 0 | 323360 | 0 | 0 | 0 |
| Maureen E Sullivan | ||||||||||||||
| SR VP, Strategic Services and CSO | 349312 | 0 | 180000 | 0 | 115285 | 0 | 90692 | 0 | 33234 | 0 | 768523 | 0 | 0 | 0 |
| Jennifer Vachon | ||||||||||||||
| VP and Chief of Staff | 224708 | 0 | 101100 | 0 | 24277 | 0 | 60480 | 0 | 20974 | 0 | 431539 | 0 | 0 | 0 |
| Jody A Voss | ||||||||||||||
| VP, Strategic Business Services | 217486 | 0 | 96800 | 0 | 40758 | 0 | 68929 | 0 | 23544 | 0 | 447517 | 0 | 0 | 0 |
| Roger G Wilson | ||||||||||||||
| SR VP, Gen Counsel & Secretary | 393807 | 0 | 175000 | 0 | 103698 | 0 | 118646 | 0 | 23510 | 0 | 814661 | 0 | 0 | 0 |
| John Cerisano | ||||||||||||||
| Exec Dir, Policy & Representation | 213135 | 0 | 62500 | 0 | 12388 | 0 | 42104 | 0 | 24432 | 0 | 354559 | 0 | 0 | 0 |
| Daniel A Engel | ||||||||||||||
| Sr Assoc Gen Counsel | 193161 | 0 | 55000 | 0 | 17036 | 0 | 88720 | 0 | 18615 | 0 | 372532 | 0 | 0 | 0 |
| Carole R Flamm | ||||||||||||||
| Exec Med Dir, National Programs | 250537 | 0 | 62700 | 0 | 18495 | 0 | 44298 | 0 | 14632 | 0 | 390662 | 0 | 0 | 0 |
| Steven D Putziger | ||||||||||||||
| Exec Dir, Brand Protect & Finance | 206933 | 0 | 65300 | 0 | 31377 | 0 | 45133 | 0 | 25615 | 0 | 374358 | 0 | 0 | 0 |
| Mark A Talluto | ||||||||||||||
| Exec Dir, Strategic Services | 209410 | 0 | 65800 | 0 | 2404 | 0 | 19706 | 0 | 17154 | 0 | 314474 | 0 | 0 | 0 |
| Stephen Gammarino | ||||||||||||||
| Former Officer | 16557 | 0 | 135000 | 0 | 709120 | 0 | 3790 | 0 | 0 | 0 | 864467 | 0 | 708840 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchJ_P01_S00_L01a | Schedule J, Part I, Line 1a | As an organization serving a system of locally based independent Plans offering health insurance in all 50 States, DC and Puerto Rico, the Association's officers are expected to maintain an unusually demanding travel schedule. Accordingly, a committee of the Association's Board comprised of independent Plan executives has established CEO travel policies designed to assure the organization is able to meet his travel commitments, including travel to underserved regional destinations. These policies includethe use of chartered air carriers or first class travel on scheduled commercial flights under certain limited circumstances. |
| SchJ_P01_S00_L03 | Schedule J, Part I, Line 3 | The compensation of the CEO and the continued retention of his services are approved each year by a committee of the Association's Board comprised of independent Plan executives. That committee acts after deliberations based upon advice from a qualified independent compensation consulting firm. The consultant's advice and those deliberations include a review of the results of the independent consultant's research regarding compensation paid by other organizations for officers serving in capacities comparable to that of the Association's CEO. Each year this committee's decisions are reported to the full Board during a regularly scheduled meeting. The Board deliberates on both matters. Extension of the period of the CEO's service requires action by the full Board. The compensation determinations of the committee stand approved unless the Board exercises its inherent prerogative to modify the committee's compensation decisions. The same committee of independent Plan executives annually receives the CEO's recommendations regarding the compensation to be paid to the officers. As with the CEO's compensation, the deliberations of this committee and its decisions to approve or modify the CEO's recommendation are based upon the results of an independent consultant's market research regarding comparable officer pay and the independent consultant's advice. |
| SchJ_P01_S00_L04 | Schedule J, Part I, Line 4 | As required by the instructions to Form 990, Schedule J, Part II, a hypothetical SERP accrual was calculated for each reportable person who was eligible to participate in that program. The accrual amounts were determined using the Association's best estimate of the accrual using the methodology specified in the instructions to Schedule J. Because vested accruals under the SERP are currently taxed based on a different methodology and the instructions to Schedule J specify that amounts reported in columns B(i) through B(iii) should not be reported again in column C or D, the amount of imputed SERP income reported in column B(iii) was subtracted in each case and the balance of the hypothetical accrual was included in column C for the applicable reportable persons as follows: William A. Breskin - 22,752; Paul F Brown - 2,141; William J Colbourne - 20,038; Frank E Coyne Jr - 66,162; John T Ericksen - 1,325; Jena Estes - 10,752; Alissa T Fox - 52,513; Justine Handleman - 5,811; Allan M Korn, MD - 127,635; Maureen E Sullivan - 5,954; Jennifer Vachon - 6,675; Jody A Voss - 8,640; Roger G Wilson - 15,912; John Cerisano - 1,671; and Scott Serota - 165,208. The combined total of imputed SERP included in column C = $513,194. |
| SchJ_P01_S00_L07 | Schedule J, Part I, Line 7 | The Association maintains an Association wide annual performance bonus program that assures a portion of employees' annual compensation is contingent upon the attainment of pre-approved organizational performance goals, as weighted by the performance measurement process that evaluates each individual employee's efforts. Officers, like all employees, are eligible to participate in this program. The performance goals and the budget for this bonus program are approved each year by the Association's Board based upon recommendations from a Board committee consisting of independent Plan executives. Moreover, the performance assessment judgments and the approval of actual payouts require approval by that committee. The CEO also participates in a Long Term Incentive Bonus program. As with the regular performance bonus program, payouts under the Long Term Incentive Program reflect the extent to which preestablished performance goals are reached. However, unlike the annual performance bonus program, the Long Term Incentive program operates on a multi-year cycle to assure that the CEO has incentives that look beyond the immediate year. This program, the performance measurements and the assessment of the achievement of those goals and the resulting payout amounts are all approved by the same Board committee described above and reported to the full Board. The committee's deliberations regarding the establishment of the program, the selection of the performance factors and assessment of performance all include consultation and recommendation from a qualified independent compensation consultant based upon a market study of comparable programs for comparable executives. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (10 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| F Ruiz | |||
| Directors Family | 84248 | Employee Salary | 0 |
| N Parker | |||
| Officer Family | 58240 | Employee Salary | 0 |
| Health Intelligence Co LLC | |||
| Officer-Vendor Director | 19852052 | Receipts - Contract Fees | 0 |
| Health Intelligence Co LLC | |||
| Officer-Customer Director | 4172205 | Payment for Services | 0 |
| Consortium Health Plans Inc | |||
| Director-Vendor Director | 2560963 | Payment for Services | 0 |
| BCS Insurance Company | |||
| Officer-Vendor Director | 691220 | Payment for Insurance | 0 |
| Consortium Health Plans Inc | |||
| Director-Customer Board | 325500 | Receipts - Contract Fees | 0 |
| BCS Life Insurance Co | |||
| Director-Customer Board | 261644 | Receipts for Services | 0 |
| BCBS Venture Partners II LP | |||
| Officer-Customer Officer | 241604 | Receipts for Services | 0 |
| BCBS Venture Partners LP | |||
| Officer-Customer Officer | 216379 | Receipts for Services | 0 |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchL_P04_S00_L00 | Identifier |
| Return Reference | Schedule L, Part IV | ReturnReference |
| Explanation | Contracting with vendors, of which officers or board members listed in Part VII are also officers or board members of the vendor, are subject to an independent competitive bidding process. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| F990_P06_S0A_L02 | Form 990, Part VI, Section A, Line 2 | Various BCBSA Board members (Directors) also sit on the board of Blue Cross and Blue Shield Association affliates |
| F990_P06_S0A_L06 | Form 990, Part VI, Section A, Line 6 | Blue Cross and Blue Shield has thirty eight (38) independent member health care plan licensees operating in specified domestic service areas |
| F990_P06_S0A_L07a | Form 990, Part VI, Section A, Line 7a | The governing body approves a nominating committee to oversee governing body elections |
| F990_P06_S0A_L07b | Form 990, Part VI, Section A, Line 7b | Governing body decisions are approved according to the by-laws of the corporation |
| F990_P06_S0B_L11b | Form 990, Part VI, Section B, Line 11b | Form 990's content and sources of information are reviewed by subject matter experts including, but not limited to, internal and external tax and accounting professionals and internal legal personnel. A copy of form 990 is presented to the board prior to filing. |
| F990_P06_S0B_L12c | Form 990, Part VI, Section B, Line 12c | BCBSA maintains a comprehensive code of conduct and compliance program applicable to all employees and officers. In addition, all employees, officers, and board members are required to complete an annual conflict of interest form. The BCBSA Chief Auditor and Compliance Officer is charged with investigating any allegations of non-compliance with the code of conduct, including any complaints reported through the anonymous hot-line maintained through an independent organization. The results of the compliance program's effectiveness are reported to the audit committee of the Board of Directors on an annual basis. Failure to adhere to the code of conduct may result in disciplinary action, up to and including termination of employment. |
| F990_P06_S0B_L15 | Form 990, Part VI, Section B, Line 15 | The compensation of the CEO and the continued retention of his services are approved each year by a committee of the Association's Board comprised of independent Plan executives. That committee acts after deliberations based upon advice from a qualified independent compensation consulting firm. The consultant's advice and those deliberations include a review of the results of the independent consultant's research regarding compensation paid by other organizations for officers serving in capacities comparable to that of the Association's CEO. Each year this committee's decisions are reported to the full Board during a regularly scheduled meeting. The Board deliberates on both matters. Extension of the period of the CEO's service requires action by the full Board. The compensation determinations of the committee stand approved unless the Board exercises its inherent prerogative to modify the committee's compensation decisions. The same committee of independent Plan executives annually receives the CEO's recommendations regarding the compensation to be paid to the officers. As with the CEO's compensation, the deliberations of this committee and its decisions to approve or modify the CEO's recommendation are based upon the results of an independent consultant's market research regarding comparable officer pay and the independent consultant's advice. |
| F990_P06_S0C_L19 | Form 990, Part VI, Section C, Line 19 | The Association complies with all applicable public disclosure requirements. Thus, for example, members of the public may request an opportunity to review the Association's Form 990 for the past three years or to make a copy by sending a written request or appearing in person at its principal office or any of its other locations. The Association's favorable determination letter regarding its tax exempt status and materials comprising its exemption application are also available in this manner. If the Association's governing documents (articles of incorporation and bylaws) and conflict of interest policy are subject to applicable federal or state public disclosure requirements, those documents will be made publicly available as applicable law may require. For example, Form 990 filings may include bylaw amendments and those amendments will be made available as noted above. Otherwise, the governing documents and conflict of interest policy will be provided to the public at the discretion of the Association's management. |
| F990_P09_S00_L11g | Form 990, Part IX, Line 11g | Temporary Employees $29,104,490, Recruitment $716,939.65, Professional Services $81,787,592.42, External Printing & Graphics $3,374,033.58 |
| F990_P11_S00_L09 | Form 990, Part XI, Line 9 | ASC 715, Other comprehensive income from pension plan obligations = -$1,233,663 + $150,000 subsidiary gross receipts +$64,652 pass through loss -$129,041 service fee revenue -$17,733.00 subsidiary net income = ($1,165,784) |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| Health Services Foundation | ||||||||||
| 225 North Michigan Avenue | Chicago | IL | 60601 | 237011867 | Education,Research | IL | 501(c)(3) | 9 | N/A | 0 |
| BC and BS Foundation on Health Care | ||||||||||
| 225 North Michigan Avenue | Chicago | IL | 60601 | 237164980 | Education,Research | IL | 501(c)(3) | 9 | N/A | 0 |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BCBSA Services Inc | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 North Michigan Avenue | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 60601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364176277 | EIN |
| Primary Activity | Int'l Licensing | PrimaryActivity |
| Legal Domicile State | IL | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Type Of Entity | C | TypeOfEntity |
| Share Of Total Income | 20959 | ShareOfTotalIncome |
| Share Of EOY Assets | 43906 | ShareOfEOYAssets |
| Percentage Ownership | 1 | PercentageOwnership |
| Controlled Org | 1 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 1 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BCBSA Services Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | i | TransactionType |
| Amount Involved | 129119 | AmountInvolved |
| Method Of Amt Determination | Actual cost plus markup | MethodOfAmtDetermination |