2022-08-15T08:40:22-05:00 2021-09-30 990 2020-10-01 472736029 Health First Health Plans Inc HEAL 3214345150 3300 Fiske Blvd Rockledge FL 329554306 Michael A Scialdone EVP/CFO 3214345150 2022-08-15 Michael Scialdone 999009999 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z Steven P Johnson 3300 Fiske Blvd Rockledge FL 329554306 527197938 0 X https://hf.org/ X 2015 FL Our team improving the wellness and health of you and your family through excellent and compassionate health care. 8 3 0 3 0 0 0 0 464495596 449435364 2972160 2368834 0 0 467467756 451804198 0 0 0 0 35280551 27312876 0 0 0 423525309 412525498 458805860 439838374 8661896 11965824 185369255 176410066 59495469 48657433 125873786 127752633 X Our team improving the wellness and health of you and your family through excellent and compassionate health care. 0 0 422927646 449435364 Health First Health Plans (HFHP) is primarily engaged in promoting the general welfare of the community by providing low-cost, high-quality health plans to low income, elderly, or underserved persons. Enrollment is open to all who qualify for Medicare.HFHP's primary plans are Medicare Advantage (MA) HMO which operate under the trade names "Health First Health Plans and "AdventHealth Advantage Plans". MA plans offer everything that traditional Medicare covers, in addition to gym membership and allowances for dental and vision care. The plans feature an extensive network of providers and cover emergency care worldwide.HFHP's plans are available to Medicare Eligible individuals living in Brevard, Indian River, Highlands, Hardee, Volusia, Seminole and Flagler counties in Florida. HFHP's priorities are to invest into quality improvement, affordability, and other activities to improve the health and health care of the entire community. 422927646 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 X 0 0 0 0 0 0 0 0 0 0 0 X 8 3 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X Arthur Craig Springer II 3214345150 3300 Fiske Blvd Rockledge FL 329554306 Steven P Johnson Chair/President/CEO HFI 4.00 36.00 X X 0 3198315 23965 Drew A Rector EVP Chief Strat. Officer/Vice Chair 4.00 36.00 X X 0 1269781 27915 Michael A Scialdone EVP/CFO HFI/Secretary/Treasurer 4.00 36.00 X X 0 812228 20115 Matthew F Gerrell President/Sr VP CEO 1.00 39.00 X X 0 733557 29128 Frank S Letherby Director 4.00 36.00 X 0 701466 27859 Dale A Dettmer Esq Director 1.00 2.00 X 0 20961 0 Robert K Henry Director 1.00 7.00 X 0 13451 0 Alan L Prestwood Director 1.00 7.00 X 0 4482 0 Nicholas W Romanello Esq Assistant Secretary 4.00 36.00 X 0 769914 27915 Joshua P Pulver VP CFO HFHP 18.00 22.00 X 0 330357 26987 0 7854512 183884 0 0 1 0 0 Premium Revenue 524114 449435364 449435364 449435364 1542832 1542832 76219742 75393740 826002 826002 826002 451804198 449435364 0 2368834 20513418 15452758 5060660 403497 303954 99543 4866884 3666224 1200660 1529077 1151854 377223 199838 199838 124135 124135 23484314 17690734 5793580 4294354 3234937 1059417 1431593 1078419 353174 2479724 1867976 611748 257666 194100 63566 22305 16802 5503 30944 23310 7634 Medical Services 369420325 369420325 Broker Commissions 2520549 2520549 Maintenance & Repairs 376706 283773 92933 Licenses & Taxes 339010 339010 7544035 5682921 1861114 439838374 422927646 16910728 0 61022365 43954695 13894856 14248289 10836516 10400474 26991 27220 78671370 83232234 20917157 24547154 185369255 176410066 43808149 35555512 698261 338040 14989059 12763881 59495469 48657433 X 125873786 127752633 125873786 127752633 185369255 176410066 X 11965824 2701114 -12788091 X X 0 1 X 1 0 0 Florida Rehabilitation Administrative Expense Fund 10000 Florida Regulatory Deposit 300000 Accounts Receivable, member 3404609 Accounts Receivable, non-member 20832545 24547154 Due to Affiliates 4163290 Shared Savings Payable 1432289 CMS Retro Payable Short-Term 7035662 Part D Payable 132640 12763881 X Part X, Line 2: FASB ASC 740 Footnote: Health First Health Plans, Inc. is generally exempt from federal and state income taxes under Section 501(a), as an organization described in Section 501(c)(4), of the Internal Revenue Code and Section 220.13 of the Florida statutes. ASC Topic 740, Income Taxes, prescribes the accounting for uncertainty in income tax positions recognized in financial statements. ASC Topic 740 provides guidance for recognition threshold and measurement attributes for the financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. 0 1 0 0 0 0 0 0 0 Steven P Johnson Chair/President/CEO HFI 0 2770920 0 398603 0 28792 0 7800 0 16165 0 3222280 0 0 Drew A Rector EVP Chief Strat. Officer/Vice Chair 0 807809 0 202427 0 259545 0 7800 0 20115 0 1297696 0 0 Michael A Scialdone EVP/CFO HFI/Secretary/Treasurer 0 632995 0 173993 0 5240 0 0 0 20115 0 832343 0 0 Nicholas W Romanello Esq Assistant Secretary 0 526506 0 139071 0 104337 0 7800 0 20115 0 797829 0 0 Matthew F Gerrell President/Sr VP CEO 0 463763 0 123100 0 146694 0 7800 0 21328 0 762685 0 0 Frank S Letherby Director 0 543186 0 143516 0 14764 0 7800 0 20059 0 729325 0 0 Joshua P Pulver VP CFO HFHP 0 280609 0 48608 0 1140 0 7800 0 19187 0 357344 0 0 Part 1, Line 3: Compensation is paid by Health First Shared Services, Inc. EIN: 59-3336894 and reimbursed by Health First Health Plans, Inc. Salary and benefit expenses disclosed in part IX is allocated to this entity. The filing organization relied on Health First Shared Services, Inc. for establishing the top management official's compensation. See core 990, Part VI, Section B, Line 15 on Schedule O for further information regarding the process utilized. Part I, Line 4b: The following individuals participate in a CAP-EX (a split dollar life insurance agreement in place of a traditional SERP) and received funds for the purpose of establishing the Premium Deposit Account. The account is connected to the insurance policy and will be used to pay future premiums on the policy. The individuals are taxed on any earnings generated by this account. See the Health First Shared Services, Inc. (EIN: 59-3336894) Form 990, and related schedules for further details on the program. Steven P. Johnson Frank S. Letherby Form 990, Part V, Line 2a, Number of Employees: Employees at Health First Health Plans, Inc. are included in the Form 941 filed by Health Shared Services, Inc. EIN: 59-3336894 Form 990, Part VI, Section A, line 6 The sole member of Health First Health Plans, Inc. is Health First Shared Services, Inc., a Florida not-for-profit corporation that serves as the corporate parent of the health system. Form 990, Part VI, Section A, line 7a Health First Shared Services, Inc. (HFSS), a section 501(c)(3) exempt organization and the parent of the exempt healthcare system, is the sole corporate member of the filing organization. The Chairman of HFSS's Board has the power to appoint the members of the Board for the Plan. Form 990, Part VI, Section B, line 11b After review and approval by the System VP Corporate Controller and Executive VP Chief Financial Officer of Health First Shared Services, Inc., the Form 990 is sent to each member of the Board of Directors electronically for their review and approval prior to filing. Form 990, Part VI, Section B, line 12c A copy of the Conflict of Interest policy is provided to all associates, including management, in which they review and electronically attest that they have agreed to the terms noted in the policy on an annual basis. In addition, Senior Leadership and BOD members on an annual basis are required to complete a Conflict of Interest questionnaire prepared and monitored by the Chief Compliance Officer. The questionnaire requires an attestation stating that the individual is free of conflicts should they not report anything of concern. These forms are tracked and kept on file. Should a conflict arise, the Chief Compliance Officer investigates the issue and determines a course of action to ensure enforcement of the policy. Form 990, Part VI, Section B, line 15 The compensation process is determined by the parent company. The parent company's process is as follows: the salaries of our CEO and other Health First executives are reviewed and recommended annually to the Board of Directors and approved in executive session by the full board of Health First. Health First contracts annually with a highly respected national consulting firm to provide these recommendations to ensure that our executives are compensated fairly and competitively when compared with similar roles in other healthcare organizations nationally. The compensation committee is independent for Internal Revenue Code Section 4958 for the individuals whose salary is reviewed. Minutes are kept for all Board of Directors and compensation committee meetings. The process is documented contemporaneously in the board and committee meetings. Form 990, Part VI, Section C, line 19 Quarterly and annually consolidated financials and consolidated statistical information is filed electronically on www.dacbond.com and is available to the public. In addition, any requests made to the Chief Financial Officer for the above referenced items are provided upon request in a timely manner. Copies of the governing documents and conflicts of interest policy is available upon request to the compliance officer. These documents are available for the same period of disclosure as set forth in IRC section 6104(d). Form 990, Part XI, line 9: Dividends to Health First Shared Services, Inc -12,788,091. Form 990, Part XII, Line 2c: Audited Financial Statements: The Audit Committee of Health First Shared Services, Inc., reviews and approves the annual audit and compliance audit plans then make its report to the Health First Board of Trustees. The Audit Committee is responsible for the selection of the independent auditors. There was no change from prior year. Cape Canaveral Hospital Inc 3300 Fiske Blvd Rockledge FL 32955 592477479 Hospital FL 501(c)(3) Line 3 Health First Shared Services Inc 1 Health First Foundation Inc 3300 Fiske Blvd Rockledge FL 32955 843851693 Fundraising FL 501(c)(3) Line 7 Health First Shared Services Inc 1 Health First Shared Services Inc 3300 Fiske Blvd Rockledge FL 32955 593336894 Shared Services FL 501(c)(3) Line 10 Health First Inc 0 Health First Inc 3300 Fiske Blvd Rockledge FL 32955 593528774 Support Org FL 501(c)(3) Line 12b, II N/A 0 Holmes Regional Medical Center 3300 Fiske Blvd Rockledge FL 32955 590624371 Hospital FL 501(c)(3) Line 3 Health First Shared Services Inc 1 Hospice of Health First Inc 3300 Fiske Blvd Rockledge FL 32955 591911574 Healthcare FL 501(c)(3) Line 10 Health First Shared Services Inc 1 Viera Hospital Inc 3300 Fiske Blvd Rockledge FL 32955 264019868 Hospital FL 501(c)(3) Line 3 Health First Shared Services Inc 1 Health First Administrative Plans Inc 3300 Fiske Blvd Rockledge FL 32955 821851221 Healthcare FL 501(c)(4) Health First Shared Services Inc 1 Health First Commercial Plans Inc 3300 Fiske Blvd Rockledge FL 32955 821866443 Healthcare FL 501(c)(4) Health First Shared Services Inc 1 Doctors GI Partnership Ltd 3300 Fiske Blvd Rockledge FL 32955 593758988 Healthcare FL N/A Related 0 0 Cape Health Properties Inc 3300 Fiske Blvd Rockledge FL 32955 593086711 Real Estate FL N/A C 1 Health First Holding Corp 3300 Fiske Blvd Rockledge FL 32955 593509709 Holding Corp. FL N/A C 1 Health First Insurance Inc 3300 Fiske Blvd Rockledge FL 32955 453131932 Health Care FL N/A C 1 Health First Medical Management Inc 3300 Fiske Blvd Rockledge FL 32955 593348252 Health Care FL N/A C 1 Health First Physician Specialties 3300 Fiske Blvd Rockledge FL 32955 263094596 Health Care FL N/A C 1 Health First Physicians Inc 3300 Fiske Blvd Rockledge FL 32955 593346397 Health Care FL N/A C 1 Holmes Regional Enterprises Inc 3300 Fiske Blvd Rockledge FL 32955 592109953 Real Estate FL N/A C 1 Physicians GI Partnership Inc 3300 Fiske Blvd Rockledge FL 32955 593756961 Health Care FL N/A C 1 Space Coast Indemnity PO Box 1051 Grand Cayman CJ KY1-1102 981612801 Self-Insurance CJ N/A C 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 Health First Physicians Inc M 2133680 See Part VII Holmes Regional Enterprises Inc M 296574 See Part VII Holmes Regional Medical Center Inc M 69888925 See Part VII Viera Hospital Inc M 12413791 See Part VII Health First Administrative Plans Inc P 3745356 See Part VII Health First Commercial Plans Inc Q 249330 See Part VII Health First Physicians Inc Q 74041 See Part VII Form 990, Schedule R, Part V, Disclosures: All transactions reported in this section are based upon corporate books and records which are kept according to Generally Accepted Accounting Principles.