HMO MINNESOTA: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HMO MINNESOTA (EIN 41-6173747)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-26
- IRS object ID
- 202232999349301878
- Schema version
- 2021v4.2
- 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) |
|---|---|---|
| Return | 2022-10-26T12:52:05-00:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 416173747 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HMO Minnesota | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HMOM | BusinessNameControlTxt |
| Phone | 6516629501 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 64560 | AddressLine1Txt |
| City | Saint Paul | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55164 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John Uribe | PersonNm |
| Person Title | SVP Chief Financial Officer | PersonTitleTxt |
| Phone | 6516629501 | PhoneNum |
| Signature | 2022-10-24 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | John | PersonFirstNm |
| Person Last | Uribe | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 000000000 | SSN |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blue Plus | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | John Uribe | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3535 Blue Cross Road | AddressLine1Txt |
| City | Eagan | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55122 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,392,469,276 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1974 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | To provide comprehensive health maintenance services for the people of Minnesota and to advance public health and the art and science of hospital, medical and health care services. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,527,227,959 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,971,444,399 | CYProgramServiceRevenueAmt |
| PY Investment Income | $25,872,119 | PYInvestmentIncomeAmt |
| CY Investment Income | $46,068,663 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $2,553,100,078 | PYTotalRevenueAmt |
| CY Total Revenue | $3,017,513,062 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $2,237,700,191 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $2,611,194,445 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $41,551,892 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $46,840,854 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $240,627,063 | PYOtherExpensesAmt |
| CY Other Expenses | $247,860,990 | CYOtherExpensesAmt |
| PY Total Expenses | $2,519,879,146 | PYTotalExpensesAmt |
| CY Total Expenses | $2,905,896,289 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $33,220,932 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $111,616,773 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,339,028,107 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,323,127,272 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $674,948,743 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $551,688,889 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $664,079,364 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $771,438,383 | NetAssetsOrFundBalancesEOYAmt |
| Mission | None formally approved by governing body, but see Part I Line 1, which is based on Articles of Incorporation. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,258,970,967 | ExpenseAmt |
| Revenue | $2,406,265,732 | RevenueAmt |
| Desc | Blue Plus has contracted with the Minnesota Department of Human Services DHS to provide health care coverage to Prepaid Medical Assistance Program PMAP, prepaid MinnesotaCare, and Minnesota SeniorCare Plus MSC recipients via a managed care model. In total these programs provide comprehensive medical, dental and pharmacy services to approximately 429,000 individuals who qualify under the respective state program. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $303,800,252 | ExpenseAmt |
| Revenue | $341,125,485 | RevenueAmt |
| Desc | Blue Plus contracts with the Centers for Medicare Medicaid Services CMS and the Minnesota Department of Human Services DHS to offer a program that combines Medicare Advantage Special Needs Plans and state Medical Assistance coverage. Minnesota Senior Health Options MSHO provides coverage to beneficiaries age 65 and older who are eligible for DHS Medical Assistance and Medicare Parts A and B. This program serves 8,500 members. Our MSHO product, SecureBlue, has broad geographic reach, covering members in 62 counties. A hallmark of MSHO is the care coordination provided to members regardless of whether they reside in the community or in an institution. Special attention is paid to helping members remain in the community with appropriate services and support. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $264,332,433 | ExpenseAmt |
| Revenue | $270,121,845 | RevenueAmt |
| Desc | Blue Plus provides benefit payments for healthcare coverage based on contractual agreements with groups and individual subscribers, including Medicare Advantage. There were approximately 39,000 members at December 31, 2021. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,827,103,652 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (true) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 1986 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Fasi Mohammed | PersonNm |
| Phone | 6516629668 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3535 Blue Cross Road | AddressLine1Txt |
| City | Eagan | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 551221154 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| Jay Matushak | |||||||
| Treasurer | 008.00 | 040.00 | Yes (X) | $0 | $1,347,460 | $42,597 | |
| Monica Engel | |||||||
| President CEO | 017.00 | 040.00 | Yes (X) | $0 | $804,618 | $57,204 | Yes (X) |
| Kelly Bengston | |||||||
| Vice President | 005.00 | 040.00 | Yes (X) | $0 | $640,997 | $31,658 | |
| Andrea Christopherson | |||||||
| Treasurer | 010.00 | 040.00 | Yes (X) | $0 | $584,678 | $40,637 | |
| Marc Baer | |||||||
| Vice President | 002.00 | 040.00 | Yes (X) | $0 | $608,008 | $16,690 | |
| Mark Steffen | |||||||
| Vice President | 003.00 | 040.00 | Yes (X) | $0 | $538,732 | $48,051 | Yes (X) |
| John Orner | |||||||
| Vice President | 007.00 | 040.00 | Yes (X) | $0 | $534,525 | $32,433 | |
| David Nollette | |||||||
| Vice President | 008.00 | 040.00 | Yes (X) | $0 | $521,776 | $39,906 | |
| Eric Hoag | |||||||
| Vice President | 011.00 | 040.00 | Yes (X) | $0 | $506,232 | $42,652 | Yes (X) |
| Christine Reiten | |||||||
| Vice President | 040.00 | 040.00 | Yes (X) | $0 | $409,513 | $43,503 | |
| Jeff Snegosky | |||||||
| Vice President | 010.00 | 040.00 | Yes (X) | $0 | $294,586 | $44,474 | |
| Alison Colton | |||||||
| Secretary | 009.00 | 040.00 | Yes (X) | $0 | $301,743 | $22,894 | |
| Victoria Losinski | |||||||
| Vice President | 011.00 | 040.00 | Yes (X) | $0 | $290,399 | $24,226 | |
| Mark Anderson | |||||||
| Director | 001.00 | Yes (X) | $13,500 | $0 | $0 | Yes (X) | |
| Gretchen Lohrbach | |||||||
| Director | 001.00 | $11,000 | $0 | $0 | Yes (X) | ||
| Aaron Hurd | |||||||
| Director | 001.00 | $11,000 | $0 | $0 | Yes (X) | ||
| Michael Jones | |||||||
| Director | 001.00 | $10,000 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $45,500 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $7,383,267 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $486,925 | TotalOtherCompensationAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BCBSM Inc | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3535 Blue Cross Road | AddressLine1Txt |
| City | Eagan | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55122 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | Administrative services | ServicesDesc |
| Compensation | $198,718,951 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Subscriber income | 524114 | $224,243,722 | $224,243,722 |
| Medicare/Medicaid payments | 524114 | $2,747,200,677 | $2,747,200,677 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,971,444,399 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,641,730 | TotalRevenueColumnAmt |
| Exclusion | $30,641,730 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $390,383,147 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $374,956,214 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,426,933 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,426,933 | TotalRevenueColumnAmt |
| Exclusion | $15,426,933 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,017,513,062 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,971,444,399 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $46,068,663 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,611,194,445 | TotalAmt |
| Program Services | $2,611,194,445 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,280,309 | TotalAmt |
| Program Services | $22,682,319 | ProgramServicesAmt |
| Management And General | $13,597,990 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,879,445 | TotalAmt |
| Program Services | $1,283,572 | ProgramServicesAmt |
| Management And General | $595,873 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,050,702 | TotalAmt |
| Program Services | $4,132,345 | ProgramServicesAmt |
| Management And General | $1,918,357 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,630,398 | TotalAmt |
| Program Services | $1,751,610 | ProgramServicesAmt |
| Management And General | $878,788 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,089,663 | TotalAmt |
| Management And General | $2,089,663 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $581,012 | TotalAmt |
| Management And General | $581,012 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $261,562 | TotalAmt |
| Management And General | $261,562 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees For Services Prof Fundraising | FeesForServicesProfFundraising |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,744,950 | TotalAmt |
| Management And General | $1,744,950 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,644,003 | TotalAmt |
| Program Services | $103,476,393 | ProgramServicesAmt |
| Management And General | $7,167,610 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $803,987 | TotalAmt |
| Program Services | $544,005 | ProgramServicesAmt |
| Management And General | $259,982 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $833,240 | TotalAmt |
| Program Services | $478,995 | ProgramServicesAmt |
| Management And General | $354,245 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,960,990 | TotalAmt |
| Program Services | $5,810,661 | ProgramServicesAmt |
| Management And General | $150,329 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,940,805 | TotalAmt |
| Program Services | $84,665 | ProgramServicesAmt |
| Management And General | $2,856,140 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,810 | TotalAmt |
| Program Services | $10,244 | ProgramServicesAmt |
| Management And General | $39,566 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,942,820 | TotalAmt |
| Management And General | $3,942,820 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,329,431 | TotalAmt |
| Program Services | $797,475 | ProgramServicesAmt |
| Management And General | $531,956 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $939,193 | TotalAmt |
| Management And General | $939,193 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| Gross Premium Tax | $27,816,573 | $27,816,573 |
| Drug Processing | $26,494,458 | $26,494,458 |
| Medical Care Surcharge | $16,547,300 | $16,547,300 |
| MN Exchange Fees | $3,554,320 | $3,554,320 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,326,873 | TotalAmt |
| Program Services | $444,272 | ProgramServicesAmt |
| Management And General | $40,882,601 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,905,896,289 | TotalAmt |
| Program Services | $2,827,103,652 | ProgramServicesAmt |
| Management And General | $78,792,637 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $421,237,297 | BOYAmt |
| EOY | $209,232,610 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,638,071 | BOYAmt |
| EOY | $131,644,409 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $396,400 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $396,400 | LandBldgEquipAccumDeprecAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $690,397,739 | BOYAmt |
| EOY | $785,303,934 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,755,000 | BOYAmt |
| EOY | $196,946,319 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,339,028,107 | BOYAmt |
| EOY | $1,323,127,272 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $261,133,382 | BOYAmt |
| EOY | $76,364,110 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $413,815,361 | BOYAmt |
| EOY | $475,324,779 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $674,948,743 | BOYAmt |
| EOY | $551,688,889 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $664,079,364 | BOYAmt |
| EOY | $771,438,383 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $664,079,364 | BOYAmt |
| EOY | $771,438,383 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,339,028,107 | BOYAmt |
| EOY | $1,323,127,272 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $111,616,773 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $855,382 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$5,113,136 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (true) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Incl Escrow Custodial Acct Liab | false | InclEscrowCustodialAcctLiabInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $396,400 | OtherCostOrOtherBasisAmt |
| Depreciation | $396,400 | DepreciationAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc |
|---|
| Financial derivatives and other financial products |
| Closely-held equity interests |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PMAP/MNCare withholds | Desc |
| Book Value | $196,946,319 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $196,946,319 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (8 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal income taxes | |
| Claims unpaid | $303,968,794 |
| Aggregate health policy reserves | $127,938,736 |
| Premiums receivable in advance | $7,177,467 |
| Unpaid claims adjustment | $7,727,000 |
| Derivatives | $4,800 |
| Accrued medical incentive pool and bonus amounts | $22,801,255 |
| Remittance not allocated | $5,706,727 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $475,324,779 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,017,513,062 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $3,017,513,062 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $3,017,513,062 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,906,378,931 | TotExpnsEtcAuditedFinclStmtAmt |
| Losses Reported | $482,642 | LossesReportedAmt |
| Expenses Not Reported | $482,642 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,905,896,289 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $2,905,896,289 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | X 2 | FormAndLineReferenceDesc |
| Explanation | FIN 48 Footnote - The financial statements of Blue Plus are prepared in conformity with accounting practices prescribed or permitted by the Minnesota Department of Health, of which the NAIC Accounting Practices and Procedures Manual NAIC SAP has been adopted as a component. These accounting practices differ from GAAP and do not include FIN 48. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 entries)
| TitleTitleTxt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt |
|---|---|---|---|---|---|---|
| John Orner | ||||||
| Vice President | $220,320 | $219,163 | $95,042 | $2,370 | $30,063 | $566,958 |
| Jay Matushak | ||||||
| Treasurer | $482,643 | $706,706 | $158,111 | $14,694 | $27,903 | $1,390,057 |
| Eric Hoag | ||||||
| Vice President | $297,667 | $195,404 | $13,161 | $13,220 | $29,432 | $548,884 |
| Marc Baer | ||||||
| Vice President | $358,077 | $229,969 | $19,962 | $13,041 | $3,649 | $624,698 |
| Kelly Bengston | ||||||
| Vice President | $355,985 | $211,532 | $73,480 | $13,388 | $18,270 | $672,655 |
| Andrea Christopherson | ||||||
| Treasurer | $338,397 | $220,324 | $25,957 | $12,498 | $28,139 | $625,315 |
| Alison Colton | ||||||
| Secretary | $225,542 | $59,198 | $17,003 | $20 | $22,874 | $324,637 |
| Monica Engel | ||||||
| President CEO | $419,923 | $296,853 | $87,842 | $19,095 | $38,109 | $861,822 |
| David Nollette | ||||||
| Vice President | $313,846 | $196,355 | $11,575 | $12,242 | $27,664 | $561,682 |
| Mark Steffen | ||||||
| Vice President | $406,170 | $127,237 | $5,325 | $12,159 | $35,892 | $586,783 |
| Christine Reiten | ||||||
| Vice President | $284,263 | $121,751 | $3,499 | $11,752 | $31,751 | $453,016 |
| Jeff Snegosky | ||||||
| Vice President | $204,350 | $90,236 | $12,198 | $32,276 | $339,060 | |
| Victoria Losinski | ||||||
| Vice President | $215,894 | $45,191 | $29,314 | $11,551 | $12,675 | $314,625 |
Schedule L IRS990ScheduleL
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, Line 6 | A regular member and enrollee members. |
| Form 990, Part VI, Section A, Line 7a | The sole regular member BCBSM, Inc. elects regular directors. Enrollee members elect enrollee directors which comprise at least 40 of the board of directors. |
| Form 990, Part VI, Section B, Line 11b | Copies of the Form 990 were distributed in advance to members of the Blue Plus Board of Directors for review and discussion at their meeting prior to filing with the IRS. |
| Form 990, Part VI, Section B, Line 12c | Annually directors and officers of HMO Minnesota and others who provide services pursuant to the administrative services agreement between HMO Minnesota and BCBSM, Inc. are required to complete a detailed questionnaire asking for information that could give rise to potential conflicts. All those persons are advised to provide updates with respect to circumstances that could give rise to potential conflicts. Information is reviewed by the Board chair, legal counsel and full Board of Directors to determine if conflicts exist and if any safeguards need to be taken. If conflicts were to be found, the person would recuse himself/herself from any board discussions and/or board actions if it became a board related matter and the corporation would follow applicable law for Minnesota nonprofit corporations in dealing with the situation. |
| Form 990, Part VI, Section B, Line 15a 15b | HMO Minnesota does not pay any direct compensation to its officers except for outside directors whose compensation is established by the HMO Minnesota Board of Directors for their service as directors. |
| Form 990, Part VI, Section C, Line 19 | The following documents and information about the organization are available to the general public through the website mainained by the Minnesota Department of Health Form 990 and executive compensation financial examinations by state regulators annual statement of revenue, expenses, and net income quality and performance measurements. The general conflict of interest policy within the Code of Conduct is available on the BCBSM, Inc. website. Articles of Incorporation are available through the Minnesota Secretary of States office. Other governing documents, such as corporate bylaws, are not available to the public. |
| Form 990, Part VII, Section A, Line 1a | The remaining balance of all current officers average hours per week worked are allocated to the related organization. |
| Form 990, Part XI, Line 9 | 482,642 tax adjustment for stock impairments 4,630,494 increase in non-admitted assets 5,113,136. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BCBSM Foundation Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 64560 | AddressLine1Txt |
| City | Saint Paul | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55122 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363525653 | EIN |
| Primary Activities | Private Foundation | PrimaryActivitiesTxt |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Exempt Code Section | 501c3 | ExemptCodeSectionTxt |
| Public Charity Status | PF | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | false | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| Aware Integrated Inc | |||||||||
| PO Box 64560 | Saint Paul | MN | 55164 | 411785972 | Health Care Benefits | MN | N/A | C Corp | false |
| BCBSM Inc | |||||||||
| PO Box 64560 | Saint Paul | MN | 55164 | 410984460 | Direct Insurance Carrier | MN | N/A | C Corp | false |
| Aware Asset Management Inc | |||||||||
| PO Box 64560 | Saint Paul | MN | 55164 | 411501130 | Other Financial Investment Activities | MN | N/A | C Corp | false |
| Comprehensive Care Services Inc | |||||||||
| PO Box 64560 | Saint Paul | MN | 55164 | 411427596 | Other Insurance Related Activities | MN | N/A | C Corp | false |
| ClearStone Solutions Inc | |||||||||
| PO Box 64560 | Saint Paul | MN | 55164 | 411768896 | Offices of Admin Support | MN | N/A | C Corp | false |
| Employer Provided Network Inc | |||||||||
| PO Box 64560 | Saint Paul | MN | 55164 | 411561266 | Other Insurance Related Activities | MN | N/A | C Corp | false |
| MII Life Insurance Incorporated | |||||||||
| PO Box 64560 | Saint Paul | MN | 55164 | 416019132 | Other Insurance Related Activities | MN | N/A | C Corp | false |
| MII Services Inc | |||||||||
| PO Box 64560 | Saint Paul | MN | 55164 | 411501128 | Offices of Other Holding Companies | MN | N/A | C Corp | false |
| MII Inc | |||||||||
| PO Box 64560 | Saint Paul | MN | 55164 | 411501129 | Offices of Other Holding Companies | MN | N/A | C Corp | false |
| Pharmacy Gold Inc | |||||||||
| PO Box 64560 | Saint Paul | MN | 55164 | 411762964 | Offices of Other Holding Companies | MN | N/A | C Corp | false |
| Stella Diversified Inc | |||||||||
| PO Box 64560 | Saint Paul | MN | 55164 | 823045916 | Offices of Other Holding Companies | DE | N/A | C Corp | false |
| Stella Resources Company Inc | |||||||||
| PO Box 64560 | Saint Paul | MN | 55164 | 822935829 | Other Administrative Services | DE | N/A | C Corp | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
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