2023-11-15T09:08:20-06:00 2022-12-31 PwC US Tax LLP 101 SEAPORT BLVD SUITE 500 BOSTON MA 02210 990 2022-01-01 800721489 TUFTS HEALTH PUBLIC PLANS INC % SCOTT WALKER TUFT 6179729400 1 WELLNESS WAY CANTON MA 02021 MARK PORTER CAO & Treasurer 6179729400 2023-11-12 true MARK PORTER 999009999 ANTONIO C RUSSO P00858539 6175305000 2023-11-10 3 2022 2023-04-26 12:10:37Z CAIN HAYES 1 WELLNESS WAY CANTON MA 02021 3276729362 false X WWW.TUFTSHEALTHPLAN.COM X 2014 MA SEE SCHEDULE O 14 13 651 0 0 0 0 0 2713185449 2857854398 15399296 29243455 0 0 2728584745 2887097853 447339 490517 2503734879 2550007872 47786173 52432211 0 0 0 223271097 244028422 2775239488 2846959022 -46654743 40138831 1008368320 1077858471 607603045 667575133 400765275 410283338 X SEE SCHEDULE O false false 1849720619 330127 1923388548 TUFTS HEALTH TOGETHER IS THE NAME OF THPP'S MASSACHUSETTS MEDICAID MCO AND ACO PLANS THAT PROVIDE ACCESS TO AFFORDABLE HEALTH CARE FOR QUALIFIED RESIDENTS AND THEIR FAMILIES WHO MEET INCOME AND OTHER ELIGIBILITY REQUIREMENTS. MASSHEALTH IS THE NAME OF THE MASSACHUSETTS MEDICAID PROGRAM FUNDED BY THE FEDERAL GOVERNMENT AND THE STATE. MASSHEALTH HELPS PEOPLE WITH LIMITED INCOMES AND RESOURCES PAY FOR MEDICAL AND SUPPORT SERVICES. IT ALSO COVERS EXTRA SERVICES AND DRUGS NOT COVERED BY MEDICARE. TO BE ELIGIBLE FOR MASSHEALTH, YOU MUST BE A MASSACHUSETTS RESIDENT WITH LOW TO MODERATE INCOME. (See Schedule O) 89124929 15907 92674465 TUFTS HEALTH DIRECT IS AN INDIVDUAL AND SMALL GROUP QUALIFIED HEALTH PLAN (QHP) ESTABLISHED BY THE ORGANIZATION AFTER THE ENACTMENT OF THE AFFORDABLE CARE ACT TO PROVIDE ACCESS TO AFFORABLE HEALTH CARE FOR INDIVIDUALS AND FAMILIES WHO ARE NOT ELIGIBLE FOR AFFORDABLE EMPLOYER-SPONSORED INSURANCE, AND SMALL EMPLOYER GROUPS WITH 1-50 EMPLOYEES. (SEE SCHEDULE O) 116886183 20861 121541352 TUFTS HEALTH UNIFY IS A MEDICARE-MEDICAID PLAN FOR INDIVIDUALS AGE 21-64 WHO ARE ELIGIBLE FOR BOTH MEDICARE AND MEDICAID. TUFTS HEALTH UNIFY IS ONE OF TWO MASSACHUSETTS ONECARE PLANS PARTICIPATING IN THE FINANCIAL ALIGNMENT INITIATIVE ('DUALS DEMONSTRATION') TO INTEGRATE BENEFITS AND CARE FOR MEDICARE-MEDICAID ENROLLEES. THE PLAN CONTRACTS WITH THE CENTER FOR MEDICARE AND MEDICAID SERVICES AND MASSHEALTH TO PROVIDE THE BENEFITS OF BOTH PROGRAMS TO LOW AND MODERATE INCOME INDIVIDUALS WITH DISABILITIES. (See Schedule O) 692663652 123622 720250033 RI Medicaid 692663652 123622 720250033 2748395383 false false false false false false false false false true false false false true true true true false false false false false false false false false true false true false false false false false false false false false false false false false true false false true 8584 0 true 651 true false false false false false false false false X 14 13 true true false false true true true true true false false true true true true true true true true false MA X SCOTT WALKER 6179729400 1 WELLNESS WAY CANTON MA 02021 X CAIN HAYES PRESIDENT & CEO 10.0 40.0 X X 0 2440620 335990 MICHAEL CARSON FORMER PRESIDENT 0.0 0.0 X 0 2220842 0 UMESH KURPAD CFO 10.0 40.0 X 0 1495153 197450 DEREK ABRUZZESE SVP, CORP STRATEGY (END 4/15) 12.5 37.5 X 0 1573814 56051 THOMAS CROSWELL FORMER CEO 0.0 0.0 X 0 1500205 13348 TISA HUGHES CLERK/SECR;CHIEF LEGAL OFFICER 10.0 40.0 X 0 1189371 119513 MICHAEL SHERMAN MD CHIEF MEDICAL OFFICER 12.5 37.5 X 0 1114767 167305 PHILIP BARR EVP, PRESIDENT, MARKETS 10.0 40.0 X 0 1074785 165727 MARK PORTER SVP, CHIEF ACCOUNTING OFFICER 10.0 40.0 X 0 1045332 161168 TRACEY CARTER SVP, CHIEF ACTUARY 12.5 37.5 X 0 1035246 161767 PETE CHURCH CHIEF PEOPLE OFFICER 10.0 40.0 X 0 1013577 169588 JEAN YANG FORMER OFFICER 30.0 20.0 X 0 711295 54355 PATRICIA HOWARD CHIEF OPERATIONS OFFICER 12.5 37.5 X 0 614901 127646 ROLAND PRICE TREASURER 10.0 40.0 X 0 541488 110632 SUSAN KEE FORMER ASST. CLERK 10.0 40.0 X 0 528322 61012 MARC SPOONER FORMER COO 0.0 0.0 X 0 499935 0 JOYCE MURPHY DIR, CHAIR (CHAIR END 6/7) 2.0 6.0 X X 0 89000 0 EILEEN AUEN DIR, CHAIR (START CHAIR 6/7) 2.0 6.0 X X 0 77625 0 MICHAEL J MCCOLGAN DIRECTOR 1.0 3.0 X 0 73000 0 MICHAEL SHEA DIRECTOR 1.0 3.0 X 0 71500 0 GREGORY D TRANTER DIR, VICE CHAIR (VC END 6/7) 1.0 3.0 X X 0 68500 0 HEDWIG VEITH WHITNEY DIRECTOR 1.0 3.0 X 0 68500 0 MYECHIA MINTER-JORDAN MD DIRECTOR 1.0 3.0 X 0 65500 0 BERTRAM L SCOTT DIRECTOR 1.0 3.0 X 0 62375 0 TODD WHITBECK DIRECTOR 1.0 3.0 X 0 62000 0 GREG SHELL DIR, VICE CHAIR (VC START 6/7) 1.0 3.0 X X 0 61000 0 IRINA SIMMONS DIRECTOR 1.0 3.0 X 0 60000 0 RAYMOND PAWLICKI DIRECTOR 1.0 3.0 X 0 59000 0 SCOTT HARTZ DIRECTOR (END 6/7) 1.0 3.0 X 0 47000 0 THOMAS O'NEILL III DIRECTOR (END 6/7) 1.0 3.0 X 0 36000 0 PETER SLAVIN MD DIRECTOR (START 8/22) 1.0 3.0 X 0 7334 0 0 19237653 1901552 0 true true false D EXPOSITO PARTNERS LLC 875 AVENUE OF THE AMERICAS NEW YORK NY 10001 CONSULTING 1436306 CHANGE HEALTHCARE LLC 21987 NETWORK PLACE CHICAGO IL 606731219 OUTSOURCE 187495 INTEGRA PARTNERS LLC 100 WALL STREET NEW YORK NY 10005 OUTSOURCE 147110 CDR ASSOCIATES LLC 307 INTERNATIONAL CIRCLE HUNT VALLEY MD 21030 CONSULTING 123523 MANHATTAN DATA LLC 25381 COMMERCENTRE DRIVE LAKE FOREST CA 92630 CONSULTING 119014 6 0 MEDICAID 524114 1923388548 1923388548 COMPREHENSIVE (DIRECT) 524114 720250033 720250033 MEDICARE/MEDICAID (CARE ONE) 524114 121541352 121541352 MEDICAID RHODE ISLAND 524114 92674465 92674465 2857854398 18739374 18739374 0 0 0 0 0 400135590 389631509 10504081 10504081 10504081 0 0 0 0 0 0 0 0 0 0 2887097853 2857854398 29243455 490517 490517 0 0 2550007872 2550007872 0 0 39129771 39129771 0 0 0 13302440 13302440 0 0 0 149215905 119372724 29843181 0 23730 0 23730 0 52500 0 52500 0 0 0 789075 0 789075 0 51176954 0 51176954 0 1838634 1470907 367727 0 1780024 0 1780024 0 6476374 5181099 1295275 0 0 0 683911 547129 136782 0 0 173639 173639 0 0 0 22145 17716 4429 0 12841356 10273085 2568271 0 357575 0 357575 0 COB FEES 7765634 0 7765634 0 PREMIUM TAX 2315653 2315653 0 0 ASSESSMENTS 978472 0 978472 0 CLAIMS INTEREST 874273 0 874273 0 6662568 6112831 549737 0 2846959022 2748395383 98563639 0 0 0 86291026 105816156 0 0 188274269 173648353 0 0 0 0 0 0 0 0 0 0 41473035 30884736 11676341 10588299 720126684 785805663 0 0 2000000 2000000 0 0 0 0 1008368320 1077858471 498371129 610847081 0 0 0 0 0 0 0 0 0 0 0 0 0 0 109231916 56728052 607603045 667575133 X 0 0 0 0 400765275 410283338 400765275 410283338 1008368320 1077858471 X 40138831 -67783104 37162336 X X false true X true false 41473035 30884736 10588299 10588299 0 PAYABLE TO AFFILIATES AND PARENT 23558573 PREMIUM RECEIVED IN ADVANCE 10773924 PAYABLE FOR SECURITIES 4699137 LIABILITIES FOR AMOUNTS HELD UNDER UNINSURED PLANS 17696418 56728052 X 2818525674 -67783104 -67783104 2886308778 789075 789075 2887097853 2846169947 2846169947 789075 789075 2846959022 FORM 990, SCHEDULE D, PART X, LINE 2 ASC 740 (FKA FIN 48) FOOTNOTE THIS ORGANIZATION IS AN AFFILIATE OF POINT32HEALTH, INC. (P32H). THE BELOW FOOTNOTE DERIVES FROM THE CONSOLIDATED AUDITED FINCIAL STATEMENTS OF POINT32HEALTH, INC. AND AFFILIATES. POINT32HEALTH, INC., TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC., TUFTS PUBLIC HEALTH PLANS, INC., AND HARVARD PILGRIM HEALTH CARE OF NEW ENGLAND, INC., ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(4) OF THE INTERNAL REVENUE CODE ("IRC"). HARVARD PILGRIM HEALTH CARE, INC. AND POINT32HEALTH FOUNDATION, INC. ARE RECOGNIZED AS TAX-EXEMPT ORGANIZATIONS UNDER IRC SECTION 501(C)(3). THE HARVARD PILGRIM HEALTH CARE INSTITUTE, LLC IS A DISREGARDED ENTITY FOR FEDERAL INCOME TAX PURPOSES AND, THEREFORE, FOLLOWS THE TAX-EXEMPT STATUS OF HARVARD PILGRIM HEALTH CARE, INC. AS ITS SOLE CORPORATE MEMBER. ACCORDINGLY, NO PROVISION FOR FEDERAL INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING COMBINED FINANCIAL STATEMENTS. THE COMPANY BELIEVES THAT THE POSITIONS TAKEN ON ITS INCOME TAX RETURNS FOR OPEN TAX YEARS WILL BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE ("IRS"). THEREFORE, P32H HAS NOT RECORDED ANY LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER ASC 740, INCOME TAXES. AS OF DECEMBER 31, 2022, THERE ARE NO UNRECOGNIZED TAX BENEFITS, AND THE COMPANY DOES NOT ANTICIPATE ANY SIGNIFICANT CHANGES IN THE AMOUNT OF UNRECOGNIZED TAX BENEFITS DURING THE NEXT TWELVE MONTHS. true ALLIANCE FOUNDATION FOR COMMUNITY HEALTH 230 HIGHLAND AVE 1ST FL SOMERVILLE MA 02143 010676306 501(C)(3) 50000 N/A N/A SPONSORSHIP AMERICAN HEART ASSOCIATION INC 1 STATE ST PROVIDENCE RI 02908 135613797 501(C)(3) 12500 N/A N/A SPONSORSHIP: CAMBRIDGE HEALTH ALLIANCE FOUNDATION 350 MAIN ST5TH FL MALDEN MA 02148 010676306 501(C)(3) 12500 N/A N/A SPONSORSHIP: CEDC PO BOX 63005 NEW BEDFORD MA 02746 043371170 501(C)(3) 15000 N/A N/A SPONSORSHIP: CHA FOUNDATION 1493 CAMBRIDGE ST BOSTON MA 02128 010676306 501(C)(3) 10000 N/A N/A SPONSORSHIP: DISABILITY POLICY CONSORTIUM 25 KINGSTON ST 4TH FL BOSTON MA 02111 043570281 501(C)(3) 20000 N/A N/A SPONSORSHIP: GREEN ISLAND NEIGHBORHOOD CENTER 50 CANTON ST WORCESTER MA 01610 042104239 501(C)(3) 15000 N/A N/A SPONSORSHIP: HEALTHFIRST FAMILY CARE CENTER 3887 QUARRY ST FALL RIVER MA 02723 042503444 501(C)(3) 6500 N/A N/A SPONSORSHIP: QUINCY ASIAN RESOURCES INC 1509 HANCOCK ST QUINCY MA 02169 010556446 501(C)(3) 18000 N/A N/A SPONSORSHIP: RHODE ISLAND KIDS COUNT INC 1 UNION STATION PROVIDENCE RI 02903 061485449 501(C)(3) 21250 N/A N/A SPONSORSHIP: THE ELISHA PROJECT 65 NEWPORT AVE RUMFORD RI 02916 454507647 501(C)(3) 16500 N/A N/A SPONSORSHIP: THE EMPOWERMENT FACTORY 999 MAIN ST PAWTUCKET RI 02860 810682337 501(C)(3) 6500 N/A N/A SPONSORSHIP UNITED WAY MA BAY AND MERRIMACK VALLEY 9 CHANNEL CENTER ST BOSTON MA 02210 042382233 501(C)(3) 7500 N/A N/A SPONSORSHIP: UNITED WAY OF CENTRAL MA INC 484 MAIN ST STE 300 WORCESTER MA 01608 042104017 501(C)(3) 10000 N/A N/A SPONSORSHIP: YOUNG MENS CHRISTIAN ASSOCIATION SOUTHCOAST INC 128 UNION ST NEW BEDFORD MA 02740 042104749 501(C)(3) 6000 N/A N/A SPONSORSHIP: 15 0 FORM 990, SCHEDULE I, PART I, LINE 2 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS THE ORGANIZATION NORMALLY CONTRIBUTES ONLY TO TAX-EXEMPT ORGANIZATIONS UNDER 501(C)(3) AND CERTAIN GOVERNMENTAL UNITS, AS WELL AS SPONSORS EVENTS THAT BENEFIT THESE TYPES OF ORGANIZATIONS. THE ORGANIZATION CONTRIBUTES TO WELL ESTABLISHED, NON-PROFIT ORGANIZATIONS THAT HAVE ESTABLISHED POLICIES AND PROCEDURES FOR MONITORING THE USE OF FUNDS. THE ORGANIZATION MAY MAKE GRANTS TO OTHER ORGANIZATIONS THAT CONTRIBUTE SERVICES TO THE COMMUNITY CONSISTENT WITH THE ORGANIZATION'S MISSION. true true false false false false false false false CAIN HAYES PRESIDENT & CEO 0 1139681 0 1300939 0 0 0 308583 0 27407 0 2776610 0 0 MICHAEL CARSON FORMER PRESIDENT 0 0 0 1094842 0 1126000 0 0 0 0 0 2220842 0 0 UMESH KURPAD CFO 0 612783 0 715141 0 167229 0 184011 0 13439 0 1692603 0 157491 DEREK ABRUZZESE SVP, CORP STRATEGY (END 4/15) 0 102584 0 322799 0 1148431 0 48131 0 7920 0 1629865 0 67272 THOMAS CROSWELL FORMER CEO 0 0 0 1500205 0 0 0 13348 0 0 0 1513553 0 0 TISA HUGHES CLERK/SECR;CHIEF LEGAL OFFICER 0 473550 0 667925 0 47896 0 95697 0 23816 0 1308884 0 54100 MICHAEL SHERMAN MD CHIEF MEDICAL OFFICER 0 477368 0 538227 0 99172 0 143552 0 23753 0 1282072 0 105154 PHILIP BARR EVP, PRESIDENT, MARKETS 0 672923 0 400000 0 1862 0 155398 0 10329 0 1240512 0 0 MARK PORTER SVP, CHIEF ACCOUNTING OFFICER 0 414674 0 572879 0 57779 0 135210 0 25958 0 1206500 0 60672 TRACEY CARTER SVP, CHIEF ACTUARY 0 467132 0 470007 0 98107 0 141791 0 19976 0 1197013 0 96950 PETE CHURCH CHIEF PEOPLE OFFICER 0 513577 0 500000 0 0 0 142403 0 27185 0 1183165 0 0 JEAN YANG FORMER OFFICER 0 251956 0 421272 0 38067 0 50184 0 4171 0 765650 0 40091 PATRICIA HOWARD CHIEF OPERATIONS OFFICER 0 610822 0 0 0 4079 0 107283 0 20363 0 742547 0 0 ROLAND PRICE TREASURER 0 321763 0 160064 0 59661 0 97563 0 13069 0 652120 0 44856 SUSAN KEE FORMER ASST. CLERK 0 327011 0 158172 0 43139 0 59955 0 1057 0 589334 0 47024 MARC SPOONER FORMER COO 0 0 0 499935 0 0 0 0 0 0 0 499935 0 0 FORM 990, SCHEDULE J, PART I, LINE 3 METHOD USED TO ESTABLISH CEO COMPENSATION TUFTS HEALTH PUBLIC PLANS, INC. RELIED ON ITS PARENT AND SOLE CORPORATE MEMBER, POINT32HEALTH, INC., TO ESTABLISH COMPENSATION FOR ITS CEO. THE METHODS USED BY POINT32HEALTH, INC. ARE AS FOLLOWS: -COMPENSATION COMMITTEE -INDEPENDENT COMPENSATION CONSULTANT -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE -WRITTEN EMPLOYMENT AGREEMENT ---------- FORM 990, SCHEDULE J, PART I, LINE 4A DETAIL OF SEVERANCE PAYMENTS THE FOLLOWING SENIOR LEADERS, WHO DEPARTED THE COMPANY FOLLOWING THE CLOSE OF THE TRANSACTION, RECEIVED SEVERANCE OR CHANGE IN CONTROL PAYMENTS RELATING TO THE COMBINATION OF HARVARD PILGRIM HEALTH CARE AND TUFTS HEALTH PLAN. THESE PAYMENTS WERE DESIGNED TO RETAIN LEADERS WITH SIGNIFICANT EXPERTISE IN KEY AREAS AND TO ENSURE CONTINUITY OF OPERATIONS FOR BOTH ORGANIZATIONS THROUGH A LENGTHY AND UNCERTAIN REGULATORY REVIEW PROCESS THAT SPANNED OVER A FIFTEEN MONTH PERIOD, AS WELL AS A GLOBAL PANDEMIC: MICHAEL CARSON = $1,126,000 DEREK ABRUZZESE = $1,088,000 ---------- FORM 990, SCHEDULE J, PART I, LINE 4B DISCRETIONARY RETIREMENT PLAN THE ORGANIZATION'S LEADERS PARTICIPATED IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN SPONSORED BY THEIR EMPLOYER, POINT32HEALTH SERVICES, INC., A RELATED PARTY. THE EMPLOYEES AND AMOUNTS LISTED ON SCHEDULE J, PART II, COLUMN C REFLECT EMPLOYER CONTRIBUTIONS TO THE SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. ---------- PART I, LINE 1 AND PART III, LINE 1 DETAIL REGARDING THE ORGANIZATION'S MISSION TUFTS HEALTH PUBLIC PLANS, INC. (THPP) IS A NONPROFIT CORPORATION WHOSE PURPOSE IS TO GUIDE AND EMPOWER HEALTHIER LIVES FOR EVERYONE. THPP SEEKS TO IMPROVE THE HEALTH AND WELLNESS OF THE DIVERSE COMMUNITIES IT SERVES BY ARRANGING FOR THE PROVISION OF COMPREHENSIVE HEALTH CARE SERVICES, INCLUDING PROVIDING COMMUNITY OUTREACH AND EDUCATION TO THE COMMUNITY IT SERVES. THE ORGANIZATION AIMS TO IMPROVE THE LIVES OF MASSACHUSETTS AND RHODE ISLAND RESIDENTS BY PROVIDING ACCESS TO HIGH-QUALITY, AFFORDABLE HEALTH CARE, PRIMARILY THROUGH MANAGED CARE PROGRAMS DIRECTED AT LOW TO MODERATE INCOME RESIDENTS OF THE COMMONWEALTH OF MASSACHUSETTS AND STATE OF RHODE ISLAND. THPP IS PART OF THE POINT32HEALTH (P32H) FAMILY OF COMPANIES. ACCESS IS PROVIDED THROUGH PROGRAMS SUCH AS, BUT NOT LIMITED TO, MASSHEALTH AND THE COMMONWEALTH OF MASSACHUSETTS MEDICAID MANAGED CARE ORGANIZATION (MCO), PROVIDING COVERAGE TO MASSACHUSETTS RESIDENTS ELIGIBLE FOR MEDICAID OR THE CHILDREN'S HEALTH INSURANCE PROGRAM. THE ORGANIZATION ALSO OFFERS SUBSIDIZED HEALTH PLANS TO LOW AND MIDDLE INCOME INDIVIDUALS THROUGH THE COMMONWEALTH HEALTH INSURANCE CONNECTOR AUTHORITY (THE MASSACHUSETTS STATE RUN EXCHANGE), AS WELL AS THE ONE CARE PROGRAM FOR MEMBERS WHO ARE UNDER 65 YEARS OLD AND ELIGIBLE FOR BOTH MEDICARE AND MEDICAID WITH INTEGRATED, COORDINATED MEDICAL AND BEHAVIORAL HEALTH CARE. THE ORGANIZATION ALSO OFFERS COVERAGE TO RHODE ISLAND RESIDENTS THROUGH A MEDICAID MANAGED CARE ORGANIZATION PLAN. THE ORGANIZATION OFFERS FULLY INTEGRATED, IN-HOUSE CARE MANAGEMENT, PROVIDING A TEAM OF MEDICAL, BEHAVIORAL HEALTH, SOCIAL CARE AND PHARMACY PROFESSIONALS WHO COORDINATE MEMBER CARE. THE ORGANIZATION CONTRACTS WITH THOUSANDS OF PRIMARY CARE PHYSICIANS, SPECIALISTS, HOSPITALS AND COMMUNITY ORGANIZATIONS IN MASSACHUSETTS AND RHODE ISLAND. THE ORGANIZATION ENROLLS A SUBSTANTIAL NUMBER OF PERSONS WHO MAY OTHERWISE BE UNABLE TO OBTAIN AFFORDABLE HEALTH CARE SERVICES AS WELL AS THOSE POPULATIONS WHO HAVE SPECIAL HEALTH CARE NEEDS, SUCH AS DISABLED INDIVIDUALS BETWEEN 21-64 YEARS OLD ELIGIBLE FOR THE ORGANIZATION'S ONE CARE DEMONSTRATION PROGRAM IN MASSACHUSETTS, AND THOSE INDIVIDUALS ELIGIBLE FOR THE ORGANIZATION'S MEDICAID PROGRAMS. THE ORGANIZATION PROVIDES ACCESS TO HEALTH CARE STATEWIDE, IN OVER 400 CITIES AND TOWNS IN MASSACHUSETTS AND OVER 50 CITIES AND TOWNS IN RHODE ISLAND THROUGH ITS EXTENSIVE PROVIDER NETWORK. THE ORGANIZATION'S ACTIVITIES FURTHER ITS EXEMPT PURPOSE OF PROVIDING COMPREHENSIVE HEALTH CARE SERVICES, OUTREACH, AND EDUCATION TO RESIDENTS OF MASSACHUSETTS AND RHODE ISLAND, MOST OF WHOM ARE LOW AND MODERATE INCOME. THE ORGANIZATION PROVIDES COMMUNITY AND PUBLIC BENEFITS BY ENSURING ACCESS TO NEEDED HEALTH CARE SERVICES BY LOW TO MODERATE INCOME,HIGH-RISK, AND MEDICALLY UNDERSERVED POPULATIONS THROUGH ITS PARTICIPATION IN MEDICARE-MEDICAID (DUAL ELIGIBLES) AND OTHER STATE PROGRAMS WHOSE PURPOSE IS TO SERVE SUCH POPULATIONS. THE ORGANIZATION OPERATES EXCLUSIVELY FOR THE PROMOTION OF SOCIAL WELFARE BY PRIMARILY ENGAGING IN ACTIVITIES THAT PROMOTE THE COMMON GOOD, GENERAL WELFARE, AND EDUCATION OF THE MASSACHUSETTS AND RHODE ISLAND COMMUNITIES. THE ORGANIZATION DOES THIS BY PROVIDING AND ENCOURAGING PREVENTIVE CARE TO THOSE WHO MIGHT OTHERWISE NOT RECEIVE SUCH CARE AND THE ABILITY TO SEEK HEALTH CARE SERVICES WHEN NEEDED TO THOSE WHO MIGHT NOT OTHERWISE BE ABLE TO AFFORD IT. AS PART OF THE ORGANIZATION'S EFFORTS TO EDUCATE AND ASSIST THE MULTICULTURAL POPULATION IT SERVES, THE ORGANIZATION ALSO MAINTAINS ONGOING EDUCATIONAL OUTREACH EFFORTS. THESE EFFORTS INCLUDE: 1) COMMUNITY OUTREACH REPRESENTATIVES WORKING WITH MEMBERS TO ENSURE ENGAGEMENT AND EDUCATION ON HEALTH CARE ACCESS AS WELL AS POTENTIAL ACCESS TO OTHER SOCIAL SERVICE PROGRAMS. 2) BUILDING RELATIONSHIPS WITH COMMUNITY-BASED ORGANIZATIONS THAT SERVE THE ORGANIZATION'S AUDIENCES, INCLUDING SMALL BUSINESSES THAT OFFER A WIDE RANGE OF SERVICES TO IMMIGRANT POPULATIONS. 3) PARTNERING WITH FINANCIAL COUNSELORS AT LOCAL HEALTH CENTERS TO OFFER ASSISTANCE WITH MEDICAID. 4) PARTNERING WITH LOCAL SOCIAL SERVICE, ADVOCACY ORGANIZATIONS TO GIVE PRESENTATIONS REGARDING HEALTH CARE ACCESS, AVAILABLE BENEFITS, AND PLAN OFFERINGS. 5) PARTNERING WITH LOCAL RELIGIOUS ORGANIZATIONS TO COORDINATE HEALTH AND WELLNESS EVENTS FOR THEIR DIVERSE CONGREGATIONS. 6) COMMUNITY OUTREACH REPRESENTATIVES SERVING AS CULTURAL EXPERTS FOR MEMBER OUTREACH EFFORTS, LOCAL MEDIA PRESENTATIONS, AND SPEAKING ENGAGEMENTS TO PROVIDE UP TO DATE INFORMATION ON HEALTH ACCESS AND THPP OFFERINGS IN A CULTURALLY COMPETENT MANNER. 7) PROVIDING IN-KIND, MONETARY, AND VOLUNTEER SUPPORT TO LOCAL COMMUNITY BASED ORGANIZATIONS, INCLUDING PRESENTING ON AND LEADING ACTIVITIES RELATED TO HEALTH AND WELLNESS. 8) PROVIDING IN-KIND AND VOLUNTEER SUPPORT TO OTHER LOCAL COMMUNITY INSTITUTIONS, SUCH AS FOOD PANTRIES AND HOMELESS SHELTERS. ---------- FORM 990, PART III, LINE 4A DETAIL OF PROGRAM SERVICE ACCOMPLISHMENTS TUFTS HEALTH TOGETHER IS THE NAME OF THPP'S MASSACHUSETTS MEDICAID MCO AND ACO PLANS THAT PROVIDE ACCESS TO AFFORDABLE HEALTH CARE FOR QUALIFIED RESIDENTS AND THEIR FAMILIES WHO MEET INCOME AND OTHER ELIGIBILITY REQUIREMENTS. MASSHEALTH IS THE NAME OF THE MASSACHUSETTS MEDICAID PROGRAM FUNDED BY THE FEDERAL GOVERNMENT AND THE STATE. MASSHEALTH HELPS PEOPLE WITH LIMITED INCOMES AND RESOURCES PAY FOR MEDICAL AND SUPPORT SERVICES. IT ALSO COVERS EXTRA SERVICES AND DRUGS NOT COVERED BY MEDICARE. TO BE ELIGIBLE FOR MASSHEALTH, YOU MUST BE A MASSACHUSETTS RESIDENT WITH LOW TO MODERATE INCOME. THE ORGANIZATION PROVIDES ACCESS TO AFFORDABLE HEALTH CARE THROUGH A MEDICAID MANAGED CARE ORGANIZATION CONTRACT WITH THE MASSACHUSETTS EXECUTIVE OFFICE OF HEALTH AND HUMAN SERVICES FOR QUALIFIED RESIDENTS AND THEIR FAMILIES WHO MEET INCOME AND OTHER ELIGIBILITY REQUIREMENTS. THPP WAS AWARDED TWO MEDICAID ACCOUNTABLE CARE ORGANIZATION CONTRACTS BY EOHHS IN ADDITION TO THE MANAGED CARE ORGANIZATION CONTRACT. THROUGH CONTRACTS WITH TWO MASSACHUSETTS-BASED PROVIDER SYSTEMS, THE ORGANIZATION PROVIDES MEDICAID MANAGED CARE CLOSELY ALIGNED WITH PRIMARY CARE PHYSICIANS AND COMMUNITY PARTNERS. TUFTS HEALTH TOGETHER IS THE NAME OF THE ORGANIZATION'S MASSACHUSETTS MEDICAID MCO AND ACO PLANS THAT PROVIDE ACCESS TO AFFORDABLE HEALTH CARE FOR QUALIFIED RESIDENTS AND THEIR FAMILIES WHO MEET INCOME AND OTHER ELIGIBILITY REQUIREMENTS. MASSHEALTH IS THE NAME OF THE MASSACHUSETTS MEDICAID PROGRAM FUNDED BY THE FEDERAL GOVERNMENT AND THE STATE. MASSHEALTH HELPS PEOPLE WITH LIMITED INCOMES AND RESOURCES PAY FOR MEDICAL AND SUPPORT SERVICES. IT ALSO COVERS EXTRA SERVICES AND DRUGS NOT COVERED BY MEDICARE. TUFTS HEALTH TOGETHER PROVIDES LOW TO MODERATE INCOME INDIVIDUALS WITH ACCESS TO THOUSANDS OF HIGH QUALITY DOCTORS AND SPECIALISTS ACROSS THE STATE, SUPPORTIVE SERVICE REPRESENTATIVES, INFORMATION IN A NUMBER OF LANGUAGES, AS WELL AS PREVENTIVE MEASURES SUCH AS BIKE HELMETS AND HOME SAFETY KITS AT NO COST, INCENTIVES FOR HEALTHY BEHAVIORS, FITNESS REIMBURSEMENTS, AND OTHER IMPORTANT TOOLS TO PROMOTE HEALTH AND WELLNESS. NCQA HEALTH PLAN ACCREDITATION AND HEALTH PLAN RATING EVALUATE HEALTH PLANS' STRUCTURE AND PROCESS, CLINICAL QUALITY AND PATIENT SATISFACTION. TUFTS HEALTH PUBLIC PLAN'S TOGETHER MEDICAID PRODUCT MAINTAINS NCQA HEALTH PLAN ACCREDITATION AND HAS CONSISTENTLY RECEIVED HIGH SCORES BASED ON NCQA'S HEALTH PLAN RATING METHODOLOGY AND ACHIEVED A RATING OF 4.5 OUT OF 5 FOR THE NCQA HEALTH PLAN RATINGS WHICH WERE RELEASED IN 2022. TUFTS HEALTH PUBLIC PLANS CONTINUES TO IMPLEMENT OUTREACH PROGRAMS WITH BOTH PROVIDERS AND MEMBERS WITH THE GOAL OF IMPROVING THE QUALITY OF CARE PROVIDED AND RECEIVED. UPDATED RATINGS FOR 2023 WILL BE POSTED IN SEPTEMBER 2023. TUFTS HEALTH PUBLIC PLANS WAS THE FIRST PLAN IN MASSACHUSETTS AND AMONG THE FIRST IN NEW ENGLAND TO ACHIEVE NCQA HEALTH EQUITY ACCREDITATION. ALSO WON THE DORLAND HEALTH CASE IN POINT PLATINUM AWARD FOR "BEST SOCIAL CARE MANAGEMENT PROGRAM" IN 2013, "BEST INTEGRATED CASE MANAGEMENT PROGRAM" IN 2012, AND "BEST OVERALL CASE/CARE MANAGEMENT PROGRAM" IN 2010. ---------- FORM 990, PART III, LINE 4B DETAIL OF PROGRAM SERVICE ACCOMPLISHMENTS MASSACHUSETTS QUALIFIED HEALTH PLAN COVERAGE- TUFTS HEALTH DIRECT IS AN INDIVIDUAL AND SMALL GROUP QUALIFIED HEALTH PLAN (QHP) ESTABLISHED BY THE ORGANIZATION AFTER THE ENACTMENT OF THE AFFORDABLE CARE ACT TO PROVIDE ACCESS TO AFFORDABLE HEALTH CARE FOR INDIVIDUALS AND FAMILIES WHO ARE NOT ELIGIBLE FOR AFFORDABLE EMPLOYER-SPONSORED INSURANCE, AND SMALL EMPLOYER GROUPS WITH 1-50 EMPLOYEES. THESE PLANS ARE SOLD PRIMARILY THROUGH THE MASSACHUSETTS HEALTH CONNECTOR, THE MASSACHUSETTS STATE RUN EXCHANGE. TUFTS HEALTH DIRECT IS ACCREDITED BY THE NATIONAL COMMITTEE FOR QUALITY ASSURANCE. AS OF DECEMBER 31, 2022, THE ORGANIZATION SERVED CLOSE TO 65,487 CONNECTORCARE MEMBERS (A SUBSET OF TUFTS HEALTH DIRECT MEMBERS WHO RECEIVE BOTH STATE AND FEDERAL SUBSIDIES). ALSO AS OF DECEMBER 31, 2022, THPP SERVED AN ADDITIONAL 78,266 TUFTS HEALTH DIRECT MEMBERS, SOME OF WHOM RECEIVED FEDERAL SUBSIDIES ONLY IN THE FORM OF ADVANCED PREMIUM TAX CREDITS TO PURCHASE INSURANCE. ---------- FORM 990, PART III, LINE 4C PROGRAM SERVICE ACCOMPLISHMENTS - DUAL-ELIGIBLE PROGRAM THE ORGANIZATION ALSO PROVIDES ACCESS TO AFFORDABLE CARE THROUGH A DUAL-ELIGIBLE PROGRAM.TAHMO PROVIDES COVERAGE FOR PEOPLE AGE 65 OR OLDER WHO ARE ELIGIBLE FOR MASSHEALTH STANDARD, HAVE BOTH MEDICARE PART A AND B, AND HAVE NOT BEEN DIAGNOSED AS HAVING END STAGE RENAL DISEASE. THIS PROGRAM, CALLED SENIOR CARE OPTIONS, INTEGRATES MEDICAID AND MEDICARE BENEFITS AND SERVICES, PROVIDING THOSE ELIGIBLE WITH COORDINATED HIGH-QUALITY AND COST-EFFECTIVE HEALTH CARE. ---------- FORM 990, PART III, LINE 4D DETAIL OF OTHER PROGRAM SERVICE ACCOMPLISHMENTS RHODE ISLAND MEDICAID COVERAGE- THE ORGANIZATION ALSO OFFERS MEDICAID COVERAGE TO RHODE ISLAND RESIDENTS THROUGH A MEDICAID MANAGED CARE ORGANIZATION PLAN. THE ORGANIZATION'S COVERAGE IS CALLED TUFTS HEALTH RI TOGETHER, AND IS SIMILAR TO THE MEDICAID COVERAGE OFFERED IN MASSACHUSETTS. AS OF THE END OF 2022, THE ORGANIZATION HAD APPROXIMATELY 19,986 ENROLLEES IN TUFTS HEALTH RI TOGETHER. ---------- FORM 990, PART VI, LINE 2 DETAIL OF FAMILY OR BUSINESS RELATIONSHIPS BUSINESS RELATIONSHIP - THE FOLLOWING INDIVIDUALS SERVED ON THE BOARDS OR WERE AN OFFICER OR KEY EMPLOYEE OF ONE OR MORE FOR-PROFIT ORGANIZATIONS AFFILIATED WITH THPP FROM 1/1/2022 TO 12/31/2022: CAIN HAYES, DIRECTOR; PRESIDENT & CEO TISA HUGHES, CLERK/SECR; CHIEF LEGAL OFFICER JOYCE MURPHY, DIRECTOR, CHAIR (END 6/7/22) EILEEN AUEN, DIRECTOR, CHAIR (START 6/7/22) UMESH KURPAD, CFO ------------ FORM 990, PART VI, LINE 3 DELEGATION OF MANAGEMENT DUTIES THE ORGANIZATION'S SOLE MEMBER IS POINT32HEALTH, INC. ITS AFFILIATE, POINT32HEALTH SERVICES, INC., PERFORMS CERTAIN MANAGEMENT, ADMINISTRATIVE, AND MARKETING SERVICES FOR THPP AND OTHER AFFILIATES. THE OFFICERS, KEY EMPLOYEES, AND HIGHEST COMPENSATED EMPLOYEES LISTED IN PART VII, SECTION A ARE EMPLOYEES OF POINT32HEALTH SERVICES, INC. THEIR COMPENSATION IS LISTED IN PART VII, SECTION A AND SCHEDULE J. ---------- FORM 990, PART VI, LINE 6 MEMBERS OR STOCKHOLDERS POINT32HEALTH, INC. IS THE SOLE CORPORATE MEMBER OF THE ORGANIZATION. ---------- FORM 990, PART VI, LINE 7A POWER TO ELECT OR APPOINT MEMBERS POINT32HEALTH, INC. (P32H), AS THE SOLE CORPORATE MEMBER OF THE ORGANIZATION, ELECTS THE MEMBERS OF THE ORGANIZATION'S GOVERNING BODY. ---------- FORM 990, PART VI, LINE 7B DECISIONS RESERVED TO MEMBERS OR STOCKHOLDERS P32H, AS THE SOLE CORPORATE MEMBER OF THE ORGANIZATION, HAS THE RIGHT TO MAKE CERTAIN DECISIONS REGARDING THE ORGANIZATION, AND IS REQUIRED TO APPROVE ANY CHANGES TO THE ORGANIZATION'S BYLAWS. ---------- FORM 990, PART VI, LINE 8B CONTEMPORANEOUS BOARD MEETING DOCUMENTATION FOR A MAJORITY OF THE TIME, THE ORGANIZATION CONTEMPORANEOUSLY DOCUMENTS MEETINGS HELD AND WRITTEN ACTIONS UNDERTAKEN BY ITS GOVERNING BODY AND COMMITTEES. HOWEVER, ON LIMITED OCCASIONS, THE GOVERNING BODY OR A COMMITTEE MAY HAVE A SERIES OF CONFERENCE CALLS AND MINUTES FOR THOSE CALLS ARE NOT APPROVED UNTIL THE NEXT MEETING. ---------- FORM 990, PART VI, LINE 11B PROCESS USED TO REVIEW THE FORM 990 THIS FORM 990 WAS PREPARED BY THE ORGANIZATION'S S EXTERNAL ACCOUNTANT, REVIEWED BY POINT32HEALTH, INC.'S FINANCE DEPARTMENT AND CERTAIN SECTIONS ARE REVIEWED FOR INPUT BY SUBJECT MATTER PERSONNEL IN OTHER DEPARTMENTS THROUGHOUT THE ORGANIZATION. THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS BEFORE FILING. ---------- FORM 990, PART VI, LINE 12A & 12C MONITORING AND ENFORCEMENT OF COMPLIANCE WITH COI POLICY: THE POINT32HEALTH INC.'S CONFLICT OF INTEREST (COI) POLICY AND PROCEDURES (P&P) APPLIES TO THE FILING COMPANY AS A SUBSIDIARY ORGANIZATION. THE POINT32HEALTH, INC.'S COI P&P IS REVIEWED ANNUALLY, REVISED AS NEEDED AND APPROVED UPON MATERIAL REVISIONS. THE POLICY REQUIRES ALL EMPLOYEES, INCLUDING THE PRESIDENT AND CEO AND GOVERNING BODY MEMBERS TO COMPLY WITH THE COI POLICY AND PROCESSES. ALL EMPLOYEES RECEIVE ANNUAL COMPLIANCE TRAINING WHICH INCLUDE EXPECTATIONS RELATED TO FOLLOWING THE COI P&P. THE COI P&P REQUIRES THE OFFICERS, KEY EMPLOYEES AND BOARD OF DIRECTORS OF THE TAX-EXEMPT ENTITIES TO COMPLETE AND SUBMIT AN ANNUAL DISCLOSURE SURVEY AND STATEMENT TO THE CHIEF LEGAL OFFICER (CLO) OR DESIGNEE IN THE LEGAL DEPARTMENT, LISTING ANY OUTSIDE RELATIONSHIPS, INCLUDING FINANCIAL AND/OR BOARD RELATIONSHIPS THAT THEY OR A FAMILY MEMBER HAVE WITH POINT32HEALTH, INC.'S (OR ITS SUBSIDIARIES) SUPPLIERS, PURCHASERS, PROVIDERS AND/OR COMPETITORS. ADDITIONALLY, POINT32HEALTH, INC. REQUIRES EXECUTIVE MANAGEMENT AND SENIOR MANAGEMENT (AS DEFINED IN THE COI POLICY) TO COMPLETE AND SUBMIT AN ANNUAL DISCLOSURE SURVEY AND STATEMENT TO THE CHIEF COMPLIANCE OFFICER OR DIRECTOR, CORPORATE COMPLIANCE. BY COMPLETING THE ANNUAL DISCLOSURE STATEMENT, THESE INDIVIDUALS ACKNOWLEDGE THE POINT32HEALTH COI P&P. ALL EMPLOYEES ARE REQUIRED TO REPORT THE OFFER BY AN OUTSIDE ENTITY OF GIFTS OVER $250, HONORARIA OR COVERAGE OF BUSINESS EXPENSES, OR OTHER EVENTS OR RELATIONSHIPS THAT MAY BE PERCEIVED AS CONFLICTS TO THE CHIEF COMPLIANCE OFFICER, DIRECTOR, CORPORATE COMPLIANCE OR DESIGNEE AND THE EMPLOYEE'S MANAGEMENT. BOTH MUST APPROVE BEFORE ACCEPTANCE IS ALLOWED. THERE ARE PROTOCOLS AND PROCESSES TO REVIEW ANY DISCLOSURE THAT MIGHT BE A POTENTIAL CONFLICT OF INTEREST. BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES' RESPONSES TO THE DISCLOSURE SURVEY AND STATEMENT ARE REVIEWED BY THE CLO, WHO WILL REVIEW THE SELF-DISCLOSURE WITH THE CHAIR OF THE GOVERNANCE COMMITTEE OF THE BOARD OF DIRECTORS OF POINT32HEALTH, INC. AND DETERMINE EXPECTATIONS AND RECOMMENDED ACTIONS IF NEEDED. A SUMMARY REPORT OF ALL DISCLOSED ACTUAL OR POTENTIAL CONFLICTS ALONG WITH ANY RECOMMENDED ACTIONS TO ADDRESS A DISCLOSED ACTUAL OR POTENTIAL CONFLICT IS REVIEWED AND APPROVED BY THE GOVERNANCE COMMITTEE AND THE COMMITTEE'S REVIEW/FINDINGS ARE REPORTED TO THE FULL BOARD. THE CLO COMMUNICATES THE RECOMMENDED ACTIONS TO INDIVIDUAL SURVEY RECIPIENTS. THE CHIEF COMPLIANCE OFFICER IS CONSULTED AND INFORMED OF THE DECISIONS MADE BY THE CLO OR LEGAL DESIGNEE. EXECUTIVE MANAGEMENT AND SENIOR MANAGEMENT'S RESPONSES TO THE DISCLOSURE SURVEY AND STATEMENT ARE REVIEWED BY THE DIRECTOR, CORPORATE COMPLIANCE AND CHIEF COMPLIANCE OFFICER, WHO WILL REPORT TO THE CLO ANY POTENTIAL CONFLICTS ALONG WITH ANY RECOMMENDED ACTIONS TO ADDRESS THE POTENTIAL CONFLICT, IF NECESSARY. RECOMMENDED ACTIONS/EXPECTATIONS ARE COMMUNICATED BY THE DIRECTOR, CORPORATE COMPLIANCE/CHIEF COMPLIANCE OFFICER TO IMPACTED INDIVIDUALS. FOR CONFLICT DISCLOSURES INVOLVING THE CHIEF COMPLIANCE OFFICER, THE CLO WILL MAKE THE FINAL DETERMINATION. ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST THAT ARISES AFTER COMPLETION OF THE DISCLOSURE SURVEY WILL FOLLOW THE SAME REVIEW PROCESS. ---------- FORM 990, PART VI, LINE 13 WRITTEN WHISTLEBLOWER/NON-RETALIATION POLICY THE FILING ORGANIZATION IS SUBJECT TO THE WRITTEN WHISTLEBLOWER/NON-RETALIATION POLICY WITHIN THE CODE OF CONDUCT THAT WAS APPROVED BY THE BOARD OF DIRECTORS OF POINT32HEALTH, INC. ---------- FORM 990, PART VI, LINE 14 WRITTEN DOCUMENT RETENTION POLICY THE FILING ORGANIZATION IS SUBJECT TO THE WRITTEN DOCUMENT RETENTION POLICY AND RECORD RETENTION SCHEDULE OF POINT32HEALTH, INC. ---------- FORM 990, PART VI, LINE 15A AND 15B COMPENSATION REVIEW AND APPROVAL THE FILING ORGANIZATION'S PARENT COMPANY, POINT32HEALTH, INC. HAS AN INDEPENDENT HUMAN RESOURCES COMMITTEE (THE "COMMITTEE") THAT ANNUALLY REVIEWS THE TOTAL REMUNERATION OPPORTUNITIES, POLICIES AND PROGRAMS OF THE CEO AND CERTAIN EXECUTIVES, INCLUDING OTHER OFFICERS AND KEY EMPLOYEES AS WELL AS INDIVIDUALS THE COMMITTEE DEEMS APPROPRIATE TO REVIEW. THE COMMITTEE IS COMPRISED OF INDEPENDENT DIRECTORS OF THE COMPANY. THE COMMITTEE CONSIDERS MARKET DATA AND ANALYSES ASSEMBLED BY INDEPENDENT AND INTERNAL COMPENSATION CONSULTANTS WITH THE GOAL TO DETERMINE EXECUTIVE TOTAL REMUNERATION THAT IS REASONABLE AND COMPETITIVE WITHIN THE INDUSTRY AND GEOGRAPHY IN WHICH POINT32HEALTH, INC. OPERATES. ---------- FORM 990, PART VI, LINE 19 PROCESS FOR MAKING DOCUMENTS AVAILABLE TO THE PUBLIC THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND ANNUAL FINANCIAL REPORT AND QUARTERLY FINANCIAL UPDATES ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION'S GOVERNING DOCUMENTS ARE ALSO FILED WITH THE MASSACHUSETTS SECRETARY OF STATE, WHERE THEY ARE AVAILABLE TO THE PUBLIC. ---------- FORM 990, PART XI, LINE 9 DETAIL OF OTHER CHANGES IN NET ASSETS CHANGE IN NON-ADMITTED ASSETS $37,161,316 OTHER CHANGES IN NET ASSETS 1,020 ------------ TOTAL $37,162,336 ---------- FORM 990, PART XII, LINE 1 ACCOUNTING METHOD USED TO PREPARE FORM 990 THPP FOLLOWS THE STATUTORY ACCOUNTING METHOD PRESCRIBED BY THE NATIONAL ASSOCIATION OF INSURANCE COMMISSIONERS' ACCOUNTING PRACTICES AND PROCEDURES MANUAL FOR STATUTORY ACCOUNTING PRINCIPLES. ---------- HPHC OF NEW ENGLAND INC 1 WELLNESS WAY CANTON MA 02021 042663394 HEALTH INSURA MA 501(C)(4) N/A HPHCINC true POINT32HEALTH FOUNDATION INC 1 WELLNESS WAY CANTON MA 02021 261374263 GRANT MAKING MA 501 (C)(3) 12A TAHMO true POINT32HEALTH INC 1 WELLNESS WAY CANTON MA 02021 814089215 HEALTHCARE MA 501(C)(4) N/A NA false CARE PARTNERS OF CONNECTICUT INC 1 WELLNESS WAY CANTON MA 02021 822604728 HMO CT 501(C)(4) N/A TAHMO true TUFTS ASSOC HEALTH MAINTEN ORG INC 1 WELLNESS WAY CANTON MA 02021 042674079 HMO MA 501(C)(4) N/A P32H true HPHC INC 1 WELLNESS WAY CANTON MA 02021 042452600 HEALTH INSURA MA 501(C)(3) 10 P32H true HPHC FOUNDATION INC 1 WELLNESS WAY CANTON MA 02021 042708004 COMMUNITY SVC MA 501(C)(3) 12A-I HPHCINC true CAREPARTNERS OF CT HOLDINGS LLC 1 WELLNESS WAY CANTON MA 02021 823129930 HOLDING COMPANY CT TAHMO N/A CLARION MANAGEMENT SOLUTIONS LLC 1212 CORPORATE DRIVE SUITE 225 IRVING TX 75038 822713764 CLINICAL CONSULTG DE EH NEXUS N/A EMPLOYERS HEALTH NEXUS LLC 1500 W PARK DRIVE SUITE 330 WESTBOROUGH MA 01581 882938454 HOLDING COMPANY MA HEALTH PLANS N/A EMPLOYERS HEALTH NETWORK LLC 1212 CORPORATE DRIVE SUITE 225 IRVING TX 75038 471678150 SELF INSURANCE DE EH NEXUS N/A KP VENTURES LLC SERIES B 1 KAISER PLAZA OAKLAND CA 94612 273339892 HEALTHCARE CA TAHMO N/A KP VENTURES LLC SERIES D 1 KAISER PLAZA OAKLAND CA 94612 471874366 HEALTHCARE CA TAHMO N/A HPHC INSURANCE COMPANY INC 1 WELLNESS WAY CANTON MA 02021 043149694 HEALTH INSURANCE MA NEW HPHC HOLDCO C CORP true PLAN MARKETING INSURANCE AGENCY INC 1500 W PARK DRIVE STE 330 WESTBOROUGH MA 01581 042734281 BROKERAGE MA HEALTH PLANS C CORP true HPHC INSURANCE AGENCY INC 1 WELLNESS WAY CANTON MA 02021 043016201 BROKERAGE MA NEW HPHC HOLDCO C CORP true HEALTH PLANS INC 1500 W PARK DRIVE STE 330 WESTBOROUGH MA 01581 042734278 TPA MA NEW HPHC HOLDCO C CORP true CARE MANAGEMENT SERVICES INC 1500 W PARK DRIVE STE 330 WESTBOROUGH MA 01581 043438779 CARE MANAGEMENT MA HEALTH PLANS C CORP true NEW HPHC HOLDING CORPORATION 1 WELLNESS WAY CANTON MA 02021 815340662 HOLDING COMPANY DE HPHC INC C corp true POINT32HEALTH SERVICES INC 1 WELLNESS WAY CANTON MA 02021 042985923 MANAGEMENT SVCS DE TAHMO C CORP true TUFTS INSURANCE COMPANY 1 WELLNESS WAY CANTON MA 02021 043319729 INSURANCE MA P32H SRVCS INC C CORP true TUFTS BENEFIT ADMINISTRATORS INC 1 WELLNESS WAY CANTON MA 02021 043270923 TPA MA P32H SRVCS INC C CORP true TOTAL HEALTH PLAN INC 1 WELLNESS WAY CANTON MA 02021 042918943 TPA MA P32H SRVCS INC C CORP true TAHP BROKERAGE CORPORATION 1 WELLNESS WAY CANTON MA 02021 043072692 BROKERAGE MA P32H SRVCS INC C CORP true INTEGRA PARTNERS HOLDINGS INC 100 WALL ST STE 2502 NEW YORK NY 10005 453032233 MED EQUIPT & SVCS NY TAHMO C CORP true false false false false false false false false false false false false false true true false false false false