2022-05-11T12:55:00-05:00 2021-06-30 381357951 PLANTE & MORAN PLLC 8181 E TUFTS AVE SUITE 600 DENVER CO 80237 990 2020-07-01 453733823 COLORADO HEALTH BENEFIT EXCHANGE COLO 7204962530 4600 SOUTH ULSTER STREET NO 300 DENVER CO 80237 KEVIN PATTERSON CEO 7204962530 2022-05-10 1 KEVIN PATTERSON 999009999 DORI J EGGETT P00645252 3037409400 2022-05-10 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z CONNECT FOR HEALTH COLORADO KEVIN PATTERSON 4600 SOUTH ULSTER STREET NO 300 DENVER CO 80237 42741707 0 X WWW.CONNECTFORHEALTHCO.COM X UNINCORPORATED ASSOCIATION 2011 CO TO INCREASE ACCESS, AFFORDABILITY, AND CHOICE FOR INDIVIDUALS PURCHASING INSURANCE. 9 9 182 0 0 0 11749853 11702194 33368356 30963128 255165 63682 3220 12703 45376594 42741707 1998223 0 0 0 12783978 14521214 0 0 9255 31261651 27980847 46043852 42502061 -667258 239646 42000411 41211882 6922467 5917536 35077944 35294346 X THE MISSION OF CONNECT FOR HEALTH COLORADO IS TO INCREASE ACCESS, AFFORDABILITY, AND CHOICE FOR INDIVIDUALS AND SMALL EMPLOYERS PURCHASING HEALTH INSURANCE IN COLORADO. SEE SCHEDULE O. CONNECT FOR HEALTH COLORADO IS INTENDED TO REFLECT THE NEEDS OF OUR STATE, SEEK COLORADO-SPECIFIC SOLUTIONS, AND EXPLORE THE MAXIMUM NUMBER OF OPTIONS AVAILABLE TO THE STATE OF COLORADO IN MEETING THE GOALS OF ACCESS, AFFORDABILITY, AND CHOICE. 0 0 38629613 30968781 C4HCO CONTINUED TO MEET THE EXPECTATIONS OF ITS MISSION OF INCREASING ACCESS, AFFORDABILITY AND CHOICE FOR COLORADO HEALTH INSURANCE CUSTOMERS. ACROSS THE STATE, COLORADAN'S CONTINUED TO MAINTAIN INSURANCE COVERAGE THROUGH C4HCO IN 2021, WITH RESIDENTS FROM EVERY COUNTY IN THE STATE SIGNING UP FOR MEDICAL COVERAGE THROUGH THE MARKETPLACE. CONNECT FOR HEALTH COLORADO SAW NEARLY 180,000 COLORADANS SIGN UP FOR A MEDICAL PLAN DURING THE OPEN ENROLLMENT PERIOD THAT RAN FROM NOVEMBER 1, 2020 TO JANUARY 15, 2021. THREE OUT OF FOUR OF THOSE CUSTOMERS (74%) RECEIVED FINANCIAL HELP TO REDUCE THEIR MONTHLY PREMIUM.(CONTINUED ON SCHEDULE O.)UPON THE ISSUANCE OF THE AMERICAN RESCUE PLAN ACT ("ARP") IN MARCH 2021, ENROLLMENT WAS EXTENDED TO AUGUST 15. THE ARP INCREASED ACA SUBSIDY AMOUNTS AND EXPANDED ELIGIBILITY TO HIGHER INCOME HOUSEHOLDS RESULTING IN AN ADDITIONAL 32,000 COLORADANS SIGNING UP FOR A MEDICAL PLAN DURING 2021. FOR THE 2020 PLAN YEAR, COLORADANS RECEIVED $497 MILLION IN FEDERAL TAX CREDITS THROUGH THE MARKETPLACE. CONNECT FOR HEALTH COLORADO WAS ALSO FOCUSED ON IMPLEMENTING TWO NEW PIECES OF STATE LEGISLATION DURING THE YEAR. BOTH OF THE PROGRAMS ESTABLISHED BY THESE STATE ACTS ARE EXPECTED TO HAVE A POSITIVE IMPACT ON ENROLLMENT. WE CONTINUED OUR MULTI-YEAR COMMITMENT TO INVEST IN TECHNOLOGY TO IMPROVE THE USER EXPERIENCE. IN ADDITION TO TECHNOLOGY ENHANCEMENTS IN RESPONSE TO NEW LEGISLATION, CONNECT FOR HEALTH COLORADO CONTINUED TO MODERNIZE THE MARKETPLACE PLATFORM DURING THE FISCAL YEAR. 38629613 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 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 0 0 0 0 1 27 0 1 182 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 X BRIAN BRAUN CFO 7204962530 4600 SOUTH ULSTER STREET NO 300 DENVER CO 80237 ADELA FLORES-BRENNAN DIRECTOR 3.00 X 0 0 0 MARC REECE BOARD VICE CHAIR 3.00 X X 0 0 0 CLAIRE BROCKBANK BOARD CHAIR 5.00 X X 0 0 0 PATRICK GORDON DIRECTOR 3.00 X 0 0 0 ANNIE LEE DIRECTOR 3.00 X 0 0 0 LOREZ MEINHOLD DIRECTOR 3.00 X 0 0 0 SHARON O'HARA DIRECTOR 3.00 X 0 0 0 MIKE STAHL BOARD SECRETARY 3.00 X X 0 0 0 DICK THOMPSON DIRECTOR 3.00 X 0 0 0 KEVIN PATTERSON CHIEF EXECUTIVE OFFICER 43.00 X 295408 0 34418 BRIAN BRAUN CHIEF FINANCIAL OFFICER 48.00 X 231706 0 24400 KELLY GUTHNER CHIEF INNOVATION OFFICER 43.00 X 213655 0 38269 ALAN SCHMITZ GENERAL COUNSEL/COMPLIANCE OFFICER 43.00 X 175937 0 34723 DAVID COREN DIRECTOR OF VENDOR RELATIONS 40.00 X 175214 0 18513 NYLE BOYD CHIEF HUMAN RESOURCES DIRECTOR 45.00 X 180084 0 34253 MONICA VANBUSKIRK CHIEF POLICY & RELATIONSHIPS OFFICER 45.00 X 189913 0 27999 MICHAEL STEPHAN PRIVACY & SECURITY OFFICER 45.00 X 155072 0 28375 1616989 0 240950 21 0 1 0 CGI 12907 COLLECTIONS CENTER DR CHICAGO IL 60693 TECHNOLOGY DEVELOPMNET 11570519 FANEUIL INC 2 EATON STREET SUITE 1002 HAMPTON VA 23669 TECHNOLOGY DEVELOPMNET 4762290 HCENTIVE 12355 SUNRISE VALLEY DR STE 400 RESTON VA 20191 TECHNOLOGY DEVELOPMNET 1594613 HIRE CONNECTIONS 7853 E ARAPAHOE CT 1000 CENTENNIAL CO 80112 CUSTOMER SERVICE 1063386 QUANTA INTELLIGENCE INC 3800 BUCHTEL BLVD 100037 DENVER CO 80250 TECHNOLOGY DEVELOPMNET 496665 9 6702194 5000000 11702194 CARRIER FEE REVENUE 900099 30963128 30963128 30963128 63682 63682 OTHER INCOME 900099 12703 5653 7050 12703 42741707 30968781 0 70732 746782 523953 216173 6656 9696584 7883490 1813094 895887 721235 174081 571 2283393 1838248 443690 1455 898568 723393 174602 573 26430 26430 353630 81159 272471 215515 88999 126516 339617 187318 152299 499264 372112 127152 2398 1459 939 13397 2686 10711 3524574 3454104 70470 89689 89689 TECHNOLOGY DEVELOPMENT 11265139 11188140 76999 CUSTOMER SERVICE 7421046 7421046 MARKETING AND OUTREACH 3838272 3838272 MISCELLANEOUS EXPENSES 355666 286778 68888 36210 17221 18989 42502061 38629613 3863193 9255 2889037 7665800 12203230 4710790 12393711 11429504 2831714 2417952 82469488 67575527 11623007 14893961 25000 59712 68875 42000411 41211882 6745507 5783428 176960 134108 6922467 5917536 X 23454937 20400385 11623007 14893961 35077944 35294346 42000411 41211882 239646 -23244 0 X 0 1 X 1 1 1 X 0.21950 0.00300 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2013306 1818206 195100 1143458 1036545 106913 79312724 64720776 14591948 14893961 DEFERRED RENT 134108 134108 42711413 -23244 -23244 42734657 7050 7050 42741707 42533529 31468 31468 42502061 0 42502061 PART XI, LINE 4B - OTHER ADJUSTMENTS: MANAGEMENT FEE REVENUE 7,050. PART XII, LINE 2D - OTHER ADJUSTMENTS: RELATED ENTITY EXPENSES 31,468. X X 0 0 0 0 0 0 0 1 0 KEVIN PATTERSON CHIEF EXECUTIVE OFFICER 259570 0 35838 0 0 0 18444 0 15974 0 329826 0 0 0 BRIAN BRAUN CHIEF FINANCIAL OFFICER 226706 0 5000 0 0 0 23136 0 1264 0 256106 0 0 0 KELLY GUTHNER CHIEF INNOVATION OFFICER 208655 0 5000 0 0 0 21939 0 16330 0 251924 0 0 0 MONICA VANBUSKIRK CHIEF POLICY & RELATIONSHIPS OFFICER 184913 0 5000 0 0 0 18872 0 9127 0 217912 0 0 0 NYLE BOYD CHIEF HUMAN RESOURCES DIRECTOR 175084 0 5000 0 0 0 18315 0 15938 0 214337 0 0 0 ALAN SCHMITZ GENERAL COUNSEL/COMPLIANCE OFFICER 170937 0 5000 0 0 0 18944 0 15779 0 210660 0 0 0 DAVID COREN DIRECTOR OF VENDOR RELATIONS 173214 0 2000 0 0 0 17482 0 1031 0 193727 0 0 0 MICHAEL STEPHAN PRIVACY & SECURITY OFFICER 150072 0 5000 0 0 0 15367 0 13008 0 183447 0 0 0 PART I, LINE 7 THE BONUS THAT WAS PAID TO THE CEO WAS DETERMINED BY THE BOARD OF DIRECTORS. THE CEO DETERMINED THE AMOUNT OF BONUS THAT WAS PAID TO THE OTHER EMPLOYEES. FORM 990, PART VI, SECTION A, LINE 8B COMMITTEES DO NOT HAVE ANY DELEGATED AUTHORITY BY THE BOARD AND CAN ONLY DISCUSS AND MAKE RECOMMENDATIONS TO THE FULL BOARD FOR ADDITIONAL ACTION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY ALL MEMBERS OF THE FINANCE COMMITTEE AND MADE AVAILABLE TO THE ENTIRE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND EMPLOYEES COMPLETE CONFLICT OF INTEREST DECLARATIONS, WHICH ARE UPDATED ANNUALLY, IN JULY. THE COMPLETED CONFLICT OF INTEREST DECLARATIONS ARE THEN REVIEWED BY HUMAN RESOURCES AND THE CFO TO DETERMINE IF THERE ARE ANY RISKS ASSOCIATED WITH ANY OF THE DISCLOSURES. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION FOR THE CEO AND KEY EMPLOYEES INCLUDED THE USE OF THIRD PARTY MARKET DATA FOR THE DENVER AREA FOR COMPARABLE ORGANIZATIONS INCLUDING OTHER NON-PROFIT ORGANIZATIONS AND TECHNOLOGY ORGANIZATIONS, AS WELL AS EVALUATION OF SALARIES AT COMPARABLE ORGANIZATIONS (I.E. OTHER STATE-BASED EXCHANGES, HEALTH IT ORGANIZATIONS). IN ADDITION, THE BOARD OF DIRECTORS CONTRACTED WITH AN EXECUTIVE COMPENSATION CONSULTANT TO PROVIDE INPUT AND ASSIST IN SETTING THE APPROPRIATE CEO/EXECUTIVE COMPENSATION LEVEL. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, BOARD POLICIES, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC VIA THE CONNECT FOR HEALTH COLORADO WEBSITE.