MEDICA HEALTH PLANS: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MEDICA HEALTH PLANS (EIN 41-1242261)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-12
- IRS object ID
- 202033179349303343
- Schema version
- 2019v5.1
- 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 | 2020-11-12T10:39:58-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4200 Wells Fargo Ctr 90 S 7th | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411242261 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Medica Health Plans | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MARY QUIST | InCareOfNm |
| Business Name Control | MEDI | BusinessNameControlTxt |
| Phone | 9529922058 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 CARLSON PARKWAY CP 330 | AddressLine1Txt |
| City | MINNETONKA | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55305 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK L BAIRD | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 9529922058 | PhoneNum |
| Signature | 2020-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Monroe J Gierl | PreparerPersonNm |
| PTIN | P01413237 | PTIN |
| Phone | 6123055000 | PhoneNum |
| Preparation | 2020-11-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 199.206.0.5 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 41438720203175000002 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-12 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D62D24C6D336028470863B0825818D0C3237C4FC | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | EA4B65EE71D42BE71D1FFD4325509DD549A18899 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHN NAYLOR | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 CARLSON PARKWAY CP 330 | AddressLine1Txt |
| City | MINNETONKA | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,024,954,920 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.MEDICA.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1973 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | TO BE THE TRUSTED HEALTH PLAN OF CHOICE FOR CUSTOMERS, MEMBERS, PARTNERS AND OUR EMPLOYEES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 1924 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,027,855,012 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,368,689,814 | CYProgramServiceRevenueAmt |
| PY Investment Income | $10,573,754 | PYInvestmentIncomeAmt |
| CY Investment Income | $13,427,894 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,465,647 | PYOtherRevenueAmt |
| CY Other Revenue | $1,031,333 | CYOtherRevenueAmt |
| PY Total Revenue | $1,039,894,413 | PYTotalRevenueAmt |
| CY Total Revenue | $1,383,149,041 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,218,589 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,204,141 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $660,745,339 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $978,161,317 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $190,686,046 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $210,210,913 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $142,885,207 | PYOtherExpensesAmt |
| CY Other Expenses | $139,731,248 | CYOtherExpensesAmt |
| PY Total Expenses | $997,535,181 | PYTotalExpensesAmt |
| CY Total Expenses | $1,333,307,619 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $42,359,232 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $49,841,422 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $539,695,899 | TotalAssetsBOYAmt |
| Total Assets EOY | $587,940,014 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $246,628,684 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $241,326,859 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $293,067,215 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $346,613,155 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO BE THE TRUSTED HEALTH PLAN OF CHOICE FOR CUSTOMERS, MEMBERS, PARTNERS AND OUR EMPLOYEES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $664,832,520 | ExpenseAmt |
| Revenue | $737,390,620 | RevenueAmt |
| Desc | SEE SCHEDULE O. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $378,672 | ExpenseAmt |
| Revenue | $3,942,535 | RevenueAmt |
| Desc | IN 2019 MHP PROVIDED FULLY INSURED COMMERCIAL HMO HEALTH INSURANCE COVERAGE TO GROUPS AND INDIVIDUALS IN MINNESOTA. AS OF 12/31/2019 THE ENROLLMENT IN MHP FULLY INSURED MINNESOTA GROUP PLANS WAS 353 WHICH WAS APPROXIMATELY .5% OF MHP'S TOTAL 2019 ENROLLMENT. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $312,950,125 | ExpenseAmt |
| Revenue | $347,858,360 | RevenueAmt |
| Desc | See Schedule O. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,204,141 | ExpenseAmt |
| Grant | $5,204,141 | GrantAmt |
| Revenue | $279,498,299 | RevenueAmt |
| Desc | Intercompany Admin Agreement | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $5,204,141 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $5,204,141 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $279,498,299 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $983,365,458 | 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 | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | 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 | Yes (true) | 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 | false | 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 |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (true) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 1181 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1924 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| 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 |
| 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 | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | 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 | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| 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 | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY QUIST | PersonNm |
| Phone | 9529922058 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 CARLSON PARKWAY CP330 | AddressLine1Txt |
| City | MINNETONKA | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| John Naylor | ||||||||||
| PRESIDENT & CEO | 40.0 | 0.0 | Yes (X) | Yes (X) | $1,977,413 | $0 | $42,410 | |||
| Mark L Baird | ||||||||||
| SVP & CFO, Treasurer | 40.0 | 0.0 | Yes (X) | $1,036,756 | $0 | $52,987 | ||||
| Nichole L White | ||||||||||
| SVP Health Services | 40.0 | 0.0 | $698,028 | $0 | $95,280 | Yes (X) | ||||
| James P Jacobson | ||||||||||
| SVP & Gen Counsel, Secretary | 40.0 | 0.0 | Yes (X) | $716,604 | $0 | $54,361 | ||||
| Timothy D Thull | ||||||||||
| SVP & CIO | 40.0 | 0.0 | $703,507 | $0 | $52,436 | Yes (X) | ||||
| Thomas H Lindquist | ||||||||||
| SVP & GM Govt Programs | 40.0 | 0.0 | $653,320 | $0 | $91,683 | Yes (X) | ||||
| Robert Longendyke | ||||||||||
| SVP & Chief Mktg Officer | 40.0 | 0.0 | $652,642 | $0 | $33,333 | Yes (X) | ||||
| Paul R Crowley | ||||||||||
| SVP & GM CMD | 40.0 | 0.0 | $574,961 | $0 | $79,363 | Yes (X) | ||||
| Geoffrey J Bartsh | ||||||||||
| SVP & GM IFB | 40.0 | 0.0 | $577,735 | $0 | $71,578 | Yes (X) | ||||
| Robert W Geyer | ||||||||||
| SVP & Chief Operations Officer | 40.0 | 0.0 | $562,485 | $0 | $65,269 | Yes (X) | ||||
| Scott R Reid | ||||||||||
| VP Growth Initiatives | 40.0 | 0.0 | $567,784 | $0 | $53,163 | Yes (X) | ||||
| Lori L Nelson | ||||||||||
| SVP Prov Strat & Net Mgt | 40.0 | 0.0 | $569,845 | $0 | $45,465 | Yes (X) | ||||
| Mary P Quist | ||||||||||
| VP Fin & Corp Controller | 40.0 | 0.0 | $563,050 | $0 | $51,918 | Yes (X) | ||||
| Lynn Altmann | ||||||||||
| VP Human Resources | 40.0 | 0.0 | $544,885 | $0 | $54,930 | Yes (X) | ||||
| Kimberly A Branson | ||||||||||
| VP Business Transformation | 40.0 | 0.0 | $548,207 | $0 | $45,960 | Yes (X) | ||||
| Stephen T Custis | ||||||||||
| VP Chief Actuary | 40.0 | 0.0 | $493,844 | $0 | $69,110 | Yes (X) | ||||
| John R Mach Jr | ||||||||||
| Chief Med Officer & SVP | 40.0 | 0.0 | $469,200 | $0 | $68,492 | Yes (X) | ||||
| Jay C McLaren | ||||||||||
| VP Pub Policy & Govt Rel | 40.0 | 0.0 | $383,845 | $0 | $58,653 | Yes (X) | ||||
| Jana L Johnson | ||||||||||
| Former SVP HLTH & Provider SRV | 0.0 | 0.0 | $240,478 | $0 | $0 | Yes (X) | ||||
| Glenn E Andis | ||||||||||
| Former SVP & CMO | 0.0 | 0.0 | $156,595 | $0 | $0 | Yes (X) | ||||
| Kelly J Lindberg | ||||||||||
| SVP & Chief Mktg & Experience | 40.0 | 0.0 | $126,051 | $0 | $7,416 | Yes (X) | ||||
| John Buck | ||||||||||
| Director, Chair | 15.0 | 0.0 | Yes (X) | Yes (X) | $126,500 | $0 | $0 | |||
| John Stanoch | ||||||||||
| Director, Vice Chair | 10.0 | 0.0 | Yes (X) | Yes (X) | $97,250 | $0 | $0 | |||
| Mary Twinem | ||||||||||
| Director | 10.0 | 0.0 | Yes (X) | $81,625 | $0 | $0 | ||||
| Peter Kelly | ||||||||||
| Director | 10.0 | 0.0 | Yes (X) | $75,652 | $0 | $0 | ||||
| Esther Tomljanovich | ||||||||||
| Director | 6.0 | 0.0 | Yes (X) | $75,250 | $0 | $0 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $13,198,262 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,093,807 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 436 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| United Health Care Services Inc | |||||
| 9900 Bren Dr E MN008-T380 | Minnetonka | MN | 55343 | Claims Processing | $57,002,256 |
| Doherty Consulting Inc | |||||
| 418 County Road D E | St Paul | MN | 55117 | Temp Services | $17,339,753 |
| Change HealthCare Solutions LLC | |||||
| 3055 Lebanon Pike Ste 1000 | Nashville | TN | 37214 | Issues claim pymnts | $3,547,886 |
| OptumInsight Inc | |||||
| 11000 Optum Circle | Eden Prairie | MN | 55544 | Consulting Services | $2,070,600 |
| Aon Hewitt Health Market Ins Solut | |||||
| 200 East Randolph Street | CHICAGO | IL | 60601 | Consulting Services | $1,980,561 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Medicaid Revenue | 524114 | $737,390,620 | $737,390,620 |
| Group & Individual Premiums | 524114 | $3,942,535 | $3,942,535 |
| Medicare Revenue | 524114 | $347,858,360 | $347,858,360 |
| Intercompany Admin Fees | 561110 | $279,498,299 | $279,498,299 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,368,689,814 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,684,137 | TotalRevenueColumnAmt |
| Exclusion | $9,684,137 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $5,148,466 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $4,117,133 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,031,333 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,031,333 | TotalRevenueColumnAmt |
| Exclusion | $1,031,333 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,641,432,503 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,637,688,746 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,743,757 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,743,757 | TotalRevenueColumnAmt |
| Exclusion | $3,743,757 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,383,149,041 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,368,689,814 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $14,459,227 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,204,141 | TotalAmt |
| Program Services | $5,204,141 | ProgramServicesAmt |
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 | $978,161,317 | TotalAmt |
| Program Services | $978,161,317 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $773,000 | TotalAmt |
| Management And General | $773,000 | ManagementAndGeneralAmt |
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 | $166,635,431 | TotalAmt |
| Management And General | $166,635,431 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,585,003 | TotalAmt |
| Management And General | $15,585,003 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,852,627 | TotalAmt |
| Management And General | $16,852,627 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,364,852 | TotalAmt |
| Management And General | $10,364,852 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,480,746 | TotalAmt |
| Management And General | $2,480,746 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $581,173 | TotalAmt |
| Management And General | $581,173 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $511,377 | TotalAmt |
| Management And General | $511,377 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $268,236 | TotalAmt |
| Management And General | $268,236 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,448,876 | TotalAmt |
| Management And General | $37,448,876 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,164,043 | TotalAmt |
| Management And General | $10,164,043 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,719,085 | TotalAmt |
| Management And General | $4,719,085 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,699,478 | TotalAmt |
| Management And General | $17,699,478 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,706,492 | TotalAmt |
| Management And General | $5,706,492 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $888,950 | TotalAmt |
| Management And General | $888,950 | 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 | $447,157 | TotalAmt |
| Management And General | $447,157 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,309 | TotalAmt |
| Management And General | $148,309 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,382,779 | TotalAmt |
| Management And General | $23,382,779 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,659,718 | TotalAmt |
| Management And General | $1,659,718 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| Premium Taxes | $10,865,043 | $10,865,043 |
| Printing & Publication | $9,604,331 | $9,604,331 |
| Other | $13,143,337 | $13,143,337 |
| MEDICA TAX PTSHP - WRITE-OFF | $12,118 | $12,118 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,333,307,619 | TotalAmt |
| Program Services | $983,365,458 | ProgramServicesAmt |
| Management And General | $349,942,161 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,045,722 | BOYAmt |
| EOY | $33,860,190 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,463,698 | BOYAmt |
| EOY | $38,097,064 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,968,280 | BOYAmt |
| EOY | $57,258,266 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $122,934,824 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $43,913,553 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,723,991 | BOYAmt |
| EOY | $79,021,271 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $254,027,635 | BOYAmt |
| EOY | $352,174,196 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,466,573 | BOYAmt |
| EOY | $27,529,027 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $539,695,899 | BOYAmt |
| EOY | $587,940,014 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $206,815,184 | BOYAmt |
| EOY | $239,302,390 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,813,500 | BOYAmt |
| EOY | $2,024,469 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $246,628,684 | BOYAmt |
| EOY | $241,326,859 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $293,067,215 | BOYAmt |
| EOY | $346,613,155 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $293,067,215 | BOYAmt |
| EOY | $346,613,155 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $539,695,899 | BOYAmt |
| EOY | $587,940,014 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $49,841,422 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $11,761,646 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$8,057,128 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| 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) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,775,799 | OtherCostOrOtherBasisAmt |
| Book Value | $18,775,799 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $67,824,201 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,202,628 | DepreciationAmt |
| Book Value | $55,621,573 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $19,361,792 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,594,369 | DepreciationAmt |
| Book Value | $3,767,423 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,973,032 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,116,556 | DepreciationAmt |
| Book Value | $856,476 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $79,021,271 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
| Total Liability | $0 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,105,846,080 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $5,210,139 | OtherRevenueAmt |
| Revenue Not Reported | $5,210,139 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,100,635,941 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $268,236 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $282,244,864 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $282,513,100 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,383,149,041 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,050,990,637 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $196,118 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $196,118 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,050,794,519 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $268,236 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $282,244,864 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $282,513,100 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,333,307,619 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Sch D Part X Line 2 | THE COMPANY IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(4) OF THE IRC, WITH THE EXCEPTION OF TAXES ON UNRELATED BUSINESS ACTIVITIES. THE FEDERAL UNRELATED BUSINESS INCOME TAX BENEFIT IS INCLUDED IN FEDERAL INCOME TAX BENEFIT IN THE STATUTORY STATEMENTS OF REVENUE AND EXPENSES. |
| Sch D Part XI Line 2d | OTHER ADJUSTMENTS: STATUTORY GROSS UP FOR RENTAL INCOME $5,210,139 -------------------------------------------------------------- TOTAL TO SCHEDULE D, PART XI, LINE 2D $5,210,139 |
| Sch D Part XI Line 4b | OTHER ADJUSTMENTS: INTERCOMPANY ADMIN FEES RECLASSED FROM EXPENSE $279,498,299 INTEREST EXPENSE RECLASSED AS EXPENSE $148,309 DEPRECIATION ON REAL ESTATE RECLASSED AS EXPENSE $2,598,256 -------------------------------------------------------------- TOTAL TO SCHEDULE D, PART XI, LINE 4B $282,244,864 |
| Sch D Part XII Line 2d | OTHER ADJUSTMENTS: STATUTORY GROSS UP FOR DEPRECIATION EXPENSE $(5,014,021) STATUTORY GROSS UP FOR RENTAL INCOME $5,210,139 --------------------------------------------------------------- TOTAL TO SCHEDULE D, PART XII, LINE 2D $196,118 |
| Sch D Part XII Line 4b | OTHER ADJUSTMENTS: INTEREST EXPENSE RECLASSED AS REVENUE $148,309 DEPRECIATION ON REAL ESTATE RECLASSED AS EXPENSE $2,598,256 INTERCOMPANY ADMIN FEES RECLASSED AS REVENUE $279,498,299 --------------------------------------------------------------- TOTAL TO SCHEDULE D, PART XII, LINE 4B $282,244,864 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| INSTITUTE FOR CLINICAL SYSTEMS IMPROVEMENT | ||||||||
| 8009 34TH AVE S | SUITE 1200 | BLOOMINGTON | MN | 55425 | 411782168 | 501(C)(3) | $204,141 | SUPPORT BEST PRACTICES IN MEDICAL WORLD |
| MEDICA FOUNDATION | ||||||||
| 401 CARLSON PARKWAY | MINNETONKA | MN | 55305 | 411812461 | 501(C)(3) | $5,000,000 | PROGRAM SUPPORT PROGRAM SUPPORT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Sch I Part I Line 2 | FormAndLineReferenceDesc |
| Explanation | MEDICA HEALTH PLANS (MHP) DONATES TO 501(C)(3) ORGANIZATIONS. MHP HAS MEETINGS TO MONITOR THE WORK BEING DONE TO SUPPORT THE MISSION OF THE GRANT RECIPIENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | 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 | Yes (true) | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | Yes (true) | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (21 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jana L Johnson | ||||||||||||||
| Former SVP HLTH & Provider SRV | $0 | $0 | $75,296 | $0 | $165,182 | $0 | $0 | $0 | $0 | $0 | $240,478 | $0 | $51,379 | $0 |
| Mark L Baird | ||||||||||||||
| SVP & CFO, Treasurer | $441,413 | $0 | $487,061 | $0 | $108,282 | $0 | $25,900 | $0 | $29,036 | $0 | $1,091,692 | $0 | $80,481 | $0 |
| James P Jacobson | ||||||||||||||
| SVP & Gen Counsel, Secretary | $355,261 | $0 | $282,829 | $0 | $78,514 | $0 | $25,900 | $0 | $30,219 | $0 | $772,723 | $0 | $50,257 | $0 |
| Lynn Altmann | ||||||||||||||
| VP Human Resources | $303,318 | $0 | $185,653 | $0 | $55,914 | $0 | $25,900 | $0 | $30,656 | $0 | $601,441 | $0 | $33,245 | $0 |
| Geoffrey J Bartsh | ||||||||||||||
| SVP & GM IFB | $305,607 | $0 | $241,044 | $0 | $31,084 | $0 | $46,218 | $0 | $26,998 | $0 | $650,951 | $0 | $8,406 | $0 |
| Kimberly A Branson | ||||||||||||||
| VP Business Transformation | $296,488 | $0 | $191,516 | $0 | $60,203 | $0 | $24,500 | $0 | $23,063 | $0 | $595,770 | $0 | $36,754 | $0 |
| Paul R Crowley | ||||||||||||||
| SVP & GM CMD | $318,696 | $0 | $230,678 | $0 | $25,587 | $0 | $55,193 | $0 | $25,820 | $0 | $655,974 | $0 | $3,419 | $0 |
| Robert W Geyer | ||||||||||||||
| SVP & Chief Operations Officer | $370,502 | $0 | $50,000 | $0 | $141,983 | $0 | $42,746 | $0 | $24,164 | $0 | $629,395 | $0 | $0 | $0 |
| Kelly J Lindberg | ||||||||||||||
| SVP & Chief Mktg & Experience | $54,030 | $0 | $60,000 | $0 | $12,021 | $0 | $5,142 | $0 | $2,528 | $0 | $133,721 | $0 | $0 | $0 |
| Thomas H Lindquist | ||||||||||||||
| SVP & GM Govt Programs | $332,600 | $0 | $295,753 | $0 | $24,967 | $0 | $65,623 | $0 | $27,761 | $0 | $746,704 | $0 | $0 | $0 |
| Robert Longendyke | ||||||||||||||
| SVP & Chief Mktg Officer | $283,005 | $0 | $312,140 | $0 | $57,497 | $0 | $11,200 | $0 | $23,218 | $0 | $687,060 | $0 | $30,630 | $0 |
| John R Mach Jr | ||||||||||||||
| Chief Med Officer & SVP | $234,383 | $0 | $210,783 | $0 | $24,034 | $0 | $46,704 | $0 | $22,897 | $0 | $538,801 | $0 | $0 | $0 |
| Lori L Nelson | ||||||||||||||
| SVP Prov Strat & Net Mgt | $312,340 | $0 | $197,335 | $0 | $60,170 | $0 | $17,346 | $0 | $29,763 | $0 | $616,954 | $0 | $34,360 | $0 |
| Scott R Reid | ||||||||||||||
| VP Growth Initiatives | $280,683 | $0 | $229,360 | $0 | $57,741 | $0 | $25,900 | $0 | $28,833 | $0 | $622,517 | $0 | $34,412 | $0 |
| Timothy D Thull | ||||||||||||||
| SVP & CIO | $340,751 | $0 | $285,418 | $0 | $77,338 | $0 | $25,900 | $0 | $28,044 | $0 | $757,451 | $0 | $54,234 | $0 |
| Nichole L White | ||||||||||||||
| SVP Health Services | $320,209 | $0 | $349,223 | $0 | $28,596 | $0 | $67,496 | $0 | $29,445 | $0 | $794,969 | $0 | $0 | $0 |
| Stephen T Custis | ||||||||||||||
| VP Chief Actuary | $268,096 | $0 | $196,799 | $0 | $28,949 | $0 | $40,097 | $0 | $30,558 | $0 | $564,499 | $0 | $6,470 | $0 |
| Jay C McLaren | ||||||||||||||
| VP Pub Policy & Govt Rel | $227,540 | $0 | $130,109 | $0 | $26,196 | $0 | $31,963 | $0 | $28,141 | $0 | $443,949 | $0 | $4,344 | $0 |
| Mary P Quist | ||||||||||||||
| VP Fin & Corp Controller | $289,908 | $0 | $210,993 | $0 | $62,149 | $0 | $25,900 | $0 | $27,623 | $0 | $616,573 | $0 | $36,699 | $0 |
| Glenn E Andis | ||||||||||||||
| Former SVP & CMO | $156,595 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $156,595 | $0 | $46,103 | $0 |
| John Naylor | ||||||||||||||
| PRESIDENT & CEO | $873,526 | $0 | $911,378 | $0 | $192,509 | $0 | $20,627 | $0 | $23,767 | $0 | $2,021,807 | $0 | $164,475 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Sch J Part I Line 4b | THE FOLLOWING RECEIVED PAYMENTS FROM A NON-QUALIFIED RETIREMENT PLAN: MARK L. BAIRD - $80,481 GEOFFREY J. BARTSH - $8,406 Stephen Custis - $6,470 JAMES P. JACOBSON - $50,257 ROBERT LONGENDYKE - $30,630 JOHN W. NAYLOR - $164,475 MARY P. QUIST - $36,699 SCOTT R. REID - $34,412 TIMOTHY D. THULL - $54,234 PAUL R. CROWLEY - $3,419 LORI L. NELSON - $34,360 JAY C. MCLAREN - $4,344 Lynn Altmann - $33,245 Kimberly A. Branson - $36,754 Jana L Johnson - $51,379 Glenn E. Andis - $46,103 |
| Sch J Part I Line 6a & 6b | MANAGEMENT INCENTIVE COMPENSATION INCLUDES COMPONENTS RELATED TO THE ORGANIZATIONS OPERATING EARNINGS. |
| Sch J Part II | SCHEDULE J, PART II, COLUMN (F), COMPENSATION IN COLUMN (B) REPORTED AS DEFERRED IN PRIOR FORM 990: COLUMN (F) INCLUDES AMOUNTS VESTED IN THE CURRENT YEAR, WHICH WERE PREVIOUSLY REPORTED IN COLUMN (C) OF PRIOR YEARS' 990'S, AS RETIREMENT AND DEFERRED COMPENSATION. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990 Part III Line 4a | MEDICA HEALTH PLANS (MHP) IN 2019 PROVIDED HMO COVERAGE TO ENROLLEES IN THE STATE OF MINNESOTA'S SENIORS CARE PLUS (MSC+) AND SPECIAL NEEDS BASIC CARE PROGRAMS (SNBC). MSC+ PROVIDES MANAGED CARE FOR LOW INCOME PEOPLE IN MINNESOTA WHO ARE AGES 65 OR OLDER ON MEDICAL ASSISTANCE. SNBC PROVIDES MANAGED CARE FOR INDIVIDUALS AGES 18-64 ON MEDICAL ASSISTANCE AND ARE CERTIFIED WITH PHYSICAL, DEVELOPMENTAL OR MENTAL DISABILITIES. A TOTAL OF 15,978 MEDICA MEMBERS - 23.0% OF MHP'S TOTAL ENROLLMENT - WERE IN MINNESOTA STATE PROGRAMS AS OF 12/31/2019. THERE WERE 4,186 MINNESOTA SENIOR CARE PLUS MEMBERS AND 11,792 SPECIAL NEEDS BASIC CARE MEMBERS. MINNESOTA REQUIRES A HEALTH PLAN THAT CONTRACTS WITH THE MINNESOTA DEPARTMENT OF HUMAN SERVICES (DHS) TO PROVIDE MANAGED CARE BE LICENSED BY THE MINNESOTA DEPARTMENT OF HEALTH (MDH) AS AN HMO. MINNESOTA HEALTH CARE PROGRAMS COVER PEOPLE WHO CANNOT GET OR AFFORD HEALTH INSURANCE ELSE WHERE AND HELPS THEM PAY SOME OR ALL-MEDICAL BILLS. DHS MANAGES THE ENROLLMENT OF ENROLLEES AND ENFORCES ELIGIBILITY RULES THAT PERTAIN TO INCOME, ASSETS AND OTHER FACTORS. MEDICA'S MANAGED CARE PRODUCTS SERVE ADULTS WITH DISABILITIES, SOME CHILDREN WITH DISABILITIES, AND LOW-INCOME PEOPLE 65 OR OLDER. MANAGED CARE IS AVAILABLE FOR LOW-INCOME PEOPLE 65 OR OLDER WHO ARE ASSESSED TO REQUIRE AN INSTITUTIONAL LEVEL OF CARE. MINNESOTA DHS DETERMINES CAPITATED RATES AS A COMPONENT OF THE ANNUAL CONTRACT NEGOTIATION PROGRESS WITH MHP AND PAYS MHP A FIXED RATE PER ENROLLEE PER MONTH. MHP BEARS THE RISK FOR THE TOTAL COST OF CARE FOR THESE ENROLLEES. -IN 2019 MEDICA HEALTH PLANS MEDICAL LOSS RATIO FOR STATE OF MINNESOTA HEALTH PROGRAMS WAS 90.2%. -THE ADMINISTRATIVE COST RATIO WAS APPROXIMATELY 4.9% INCLUDING PREMIUM TAXES. |
| Form 990 Part III Line 4c | IN 2019, MHP PARTICIPATED IN MINNESOTA SENIOR HEALTH OPTIONS (MSHO), A MEDICARE-RELATED PRODUCT, IN MINNESOTA. ENROLLMENT IN THAT PRODUCT WAS 10,743 OR 15.5% OF MHP'S TOTAL ENROLLMENT. MSHO IS A PRODUCT FOR PEOPLE AGE 65 AND OLDER AND ELIGIBLE FOR BOTH MEDICARE AND MEDICAID. IN 2019, MEDICA OFFERED MEDICARE ADVANTAGE AND MEDICARE SUPPLEMENT PLANS. MEDICARE ADVANTAGE HAD ENROLLMENT OF 25,481 MEMBERS OR 36.8% OF MHP'S TOTAL ENROLLMENT. MEDICARE ADVANTAGE IS A HEALTH PLAN THAT PROVIDES ALL ENROLLEES PART A AND PART B BENEFITS. MEDICARE SUPPLEMENT HAD ENROLLMENT OF 16,780 MEMBERS OR 24.2% OF MHP'S TOTAL ENROLLMENT. MEDICARE SUPPLEMENT IS A PLAN THAT HELPS PAY SOME HEALTH CARE COSTS THAT MEDICARE DOES NOT COVER, SUCH AS COPAYMENTS, COINSURANCE, AND DEDUCTIBLES. |
| Form 990 Part III Line 4d | MEDICA HEALTH PLANS INTERCOMPANY ADMINISTRATIVE AGREEMENTS MHP HAS MANAGEMENT AGREEMENTS WITH RELATED ENTITIES TO PROVIDE ADMINISTRATIVE SERVICES. MHP IS REIMBURSED FOR THESE SERVICES MONTHLY. IN 2019, MHP WAS REIMBURSED FOR $279,498,299 IN INTERCOMPANY ADMINISTRATIVE EXPENSES, REPORTED AS REVENUE ON THE 990. CONTRIBUTIONS BY MEDICA ON BEHALF OF MEMBERS BEYOND CONTRACTED SERVICES IN 2019 MHP SPENT APPROXIMATELY $4.4 MILLION TO PROVIDE ADDITIONAL, NON-STATE PLAN SERVICES ON BEHALF OF THE FOLLOWING CATEGORIES OF MINNESOTA HEALTH CARE PROGRAMS: MSC+; MSHO; AND SNBC. NON-STATE PLAN SERVICES INCLUDED: VALUE OF WAIVED FAMILY DEDUCTIBLES; MSC+/MSHO ELDERLY WAIVER FOR NON-ELIGIBLE MEMBERS; NON-MEDICARE PART D PHARMACY COPAYMENTS; DRUGS NOT ELIGIBLE FOR REBATES; AND NON-MEDICARE VALUE OF COST-SHARING WAIVED COPAYS. OTHER COMMUNITY BENEFITS MHP PROVIDED OTHER COMMUNITY BENEFITS WITH A WIDE RANGE OF PROGRAMS AND INITIATIVES TO PROMOTE PUBLIC AND INDIVIDUAL HEALTH, REDUCE DISPARITIES IN ACCESS TO CARE, IMPROVE HEALTH CARE SYSTEM PERFORMANCE, AND HELP PROVIDE FINANCIAL ASSISTANCE TO ACCESS CARE. COLLABORATIVE EFFORTS MHP DONATES FUNDING, EMPLOYEE TIME AND OTHER RESOURCES IN SUPPORT OF MORE THAN TWO DOZEN COLLABORATIVE EFFORTS WITH LOCAL, STATE, REGIONAL AND NATIONAL ORGANIZATIONS. EXAMPLES INCLUDE: MINNESOTA COMMUNITY MEASUREMENT, WHICH PROMOTES COMMUNITY-BASED, EVIDENCE-BASED CARE, AND QUALITY COMPARISONS OF PROVIDER GROUPS AND CLINICS; INSTITUTE FOR CLINICAL SYSTEMS IMPROVEMENT, WHICH PROVIDES EVIDENCE-GRADED GUIDELINES AND ASSESSMENTS. HEALTH AND WELLNESS PROGRAMS PROVIDING COMMUNITY BENEFIT MEDICA UNDERTAKES A VARIETY OF INITIATIVES TO MAKE HEALTH CARE MORE AFFORDABLE, AVAILABLE AND EFFECTIVE. EXAMPLES INCLUDE: -IMPROVEMENTS IN RATES OF ANNUAL SCREENINGS AMONG MEMBERS FOR DISEASES SUCH AS CANCERS, HEART DISEASE AND DIABETES, PRE AND POST-BIRTH MATERNITY CARE, IMMUNIZATIONS, AND ANNUAL DENTAL VISITS. -REDUCTIONS IN MEDICALLY UNNECESSARY ER VISITS AND IN-PATIENT HOSPITAL ADMISSIONS -TYING PROVIDER REIMBURSEMENT TO IMPROVEMENTS IN CARE OUTCOMES, QUALITY AND EFFICIENCY -INCREASED PARTICIPATION IN EXERCISE. MY HEALTH REWARDS FROM MEDICA INCLUDES AN ARRAY OF ONLINE TOOLS AND RESOURCES THAT MAKE IT EASY FOR MEDICA MEMBERS TO ASSESS THEIR HEALTH STATUS, AND TO CUSTOMIZE AND FOLLOW PERSONALIZED PROGRAMS FOR A HEALTHIER LIFESTYLE AND DIET. IN 2019, THE CORE MY HEALTH REWARDS FROM MEDICA PROGRAM WAS PROVIDED AT NO ADDITIONAL CHARGE TO FULLY INSURED GROUPS. FIT CHOICES BY MEDICA PROVIDED MEDICA MEMBERS WITH (A) A $20 MONTHLY MEMBERSHIP CREDIT FOR EXERCISING AT A PARTICIPATING HEALTH CLUB TWELVE OR MORE DAYS PER MONTH AND (B) THE OPPORTUNITY FOR PERSONAL COACHING AND A PERSONALIZED NUTRITION AND FITNESS PLAN. IN 2019, FIT CHOICES BY MEDICA WAS AVAILABLE AT NO COST TO MHP'S FULLY INSURED MEMBERS. TOBACCO CESSATION COACHING MEDICA'S TOBACCO CESSATION COACHING PROGRAM IS A SELF-DIRECTED PROGRAM OFFERING A WIDE VARIETY OF TOOLS AND RESOURCES TO HELP MEMBERS QUIT TOBACCO USE. COACHING SUPPORT INCLUDES PRIVATE, CONFIDENTIAL ACCESS TO TRAINED HEALTH COACHES. THERE WAS NO COST TO MEDICA MEMBERS TO PARTICIPATE IN THE TOBACCO CESSATION COACHING PROGRAM. MEDICAL AND MENTAL HEALTH DISEASE MANAGEMENT AND PATIENT SUPPORT MEDICA IN 2019 OFFERED A PORTFOLIO OF DISEASE MANAGEMENT PROGRAMS FOR PHYSICAL AND MENTAL HEALTH, TOBACCO CESSATION, HEALTHY PREGNANCY, COMMON CHRONIC MEDICAL DISEASES, AND RARE AND COMPLEX DISEASES. THESE PROGRAMS PROVIDE EDUCATION AND RESOURCES THAT HELP SUPPORT THE MEMBERS' ABILITY TO MANAGE CHRONIC CONDITIONS. THE GOALS ARE TO IMPROVE HEALTH AND QUALITY OF LIFE, REDUCE COMPLICATIONS THROUGH EARLY INTERVENTION AND MONITORING, PROMOTE MEDICAL CARE AND COMPLIANCE WITH THE PATIENT'S PHYSICIAN-RECOMMENDED MEDICAL TREATMENT REGIMEN, AND TO IMPROVE SATISFACTION WITH HEALTH CARE SERVICES. MEDICA'S DISEASE MANAGEMENT PROGRAMS WERE PROVIDED AT NO ADDITIONAL CHARGE TO FULLY INSURED GROUPS, AND TO MINNESOTA STATE HEALTH CARE PROGRAM ENROLLEES SERVED BY MEDICA. THERE IS NO COST TO ELIGIBLE MEDICA MEMBERS. |
| Form 990 Part VI Line 4 | The Bylaw changes decouple "officers" from "vice presidents" by removing references to vice presidents and senior vice presidents in the Bylaws and by eliminating the requirement that the Board must approve the CEO's appointment of senior vice presidents and above. Under the Bylaws as revised, the Board will only approve the appointment of "officers" of the company - defined as the President and CEO, the Treasurer and CFO, the Secretary, and any other officers the Board "deems necessary for the operation and management" of the company. Under the revised Bylaws, vice presidents and senior vice presidents will no longer be presumed to be "officers" of the company (other than those noted above), unless specifically appointed by the CEO and approved by the Board. |
| Form 990 Part VI Line 6 | MEMBERS EXIST WITHIN MEDICA HEALTH PLANS AS MEMBERS COVERED UNDER REGULATED INSURANCE PLANS. |
| Form 990 Part VI Line 7a | THE MEMBERSHIP OF MEDICA HEALTH PLANS ELECTS THE CONSUMER BOARD MEMBERS. |
| Form 990 Part VI Line 11b | MEDICA'S TAX ADVISORS COMPLETE THE RETURN, MEDICA'S CONTROLLER AND FINANCE DIRECTOR REVIEW THE RETURN BEFORE IT IS SIGNED BY THE CFO. A COPY WILL BE PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. |
| Form 990 Part VI Line 12c | ANNUALLY ALL EMPLOYEES OF MEDICA HEALTH PLANS AND DIRECTORS OF ALL MEDICA ENTITIES COMPLETE A CONFLICT OF INTEREST DISCLOSURE AND ARE REQUIRED TO REVIEW THE CONFLICT POLICY. ALL POTENTIAL CONFLICTS ARE REVIEWED BY LEGAL/COMPLIANCE. |
| Form 990 Part VI Line 15a | THE BOARD'S PERSONNEL AND COMPENSATION COMMITTEE REVIEWS AND OBTAINS THE BOARD'S APPROVAL OF THE TOTAL COMPENSATION FOR THE PRESIDENT/CEO AND REVIEWS AND APPROVES THE TOTAL COMPENSATION RECOMMENDATIONS MADE BY THE CFO FOR THE EXECUTIVE AND SENIOR VICE PRESIDENTS; REVIEWS ALL OFFICER COMPENSATION AND PERFORMANCE GOALS APPROVED BY THE CEO ANNUALLY. THE PERSONNEL AND COMPENSATION COMMITTEE ALSO REVIEWS AND RECOMMENDS TO THE BOARD, OFFICER AND NON-OFFICER COMPENSATION GUIDELINES FOR THE COMPANY AND ITS SUBSIDIARIES PERIODICALLY REVIEWING MARKET DATA TO ASSESS THE COMPANY'S COMPETITIVE POSITION. PROCESS OUTSIDE THE CHARTER: THE PERSONNEL AND COMPENSATION COMMITTEE WORKS WITH AN OUTSIDE CONSULTANT IN REVIEWING MARKET COMPETITIVE DATA THAT AIDS IN SETTING THE COMPENSATION FOR THE OFFICERS AND KEY EMPLOYEES. |
| Form 990 Part VI Line 19 | MEDICA DOES NOT CONSIDER ITS CONFLICT OF INTEREST POLICY TO BE A CONFIDENTIAL OR PROPRIETARY DOCUMENT. THEREFORE, MEDICA WOULD MAKE THIS POLICY AVAILABLE TO ANYONE WHO REQUESTS IT. CERTAIN MEDICA ENTITIES ARE REQUIRED TO FILE ANNUAL FINANCIAL STATEMENTS WITH THE REGULATORS. MEDICA CONSIDERS FINANCIAL STATEMENTS THAT ARE FILED WITH THE REGULATORS TO BE PUBLIC DOCUMENTS. ARTICLES AND BYLAWS, CONFLICT OF INTEREST POLICY, AND FORM 990S ARE AVAILABLE UPON REQUEST. |
| Form 990 Part VII Line Section B Line 1 | CERTAIN INDIVIDUALS REPORTED ON FORM 990, PART VII SPLIT THEIR TIME BETWEEN SEVERAL OF THE MEDICA ENTITIES (MEDICA HEALTH PLANS, MEDICA COMMUNITY HEALTH PLAN, MEDICA HOLDING COMPANY, MEDICA FOUNDATION, MEDICA RESEARCH INSTITUTE, MEDICA INSURANCE COMPANY, MEDICA SELF-INSURED, MEDICA AFFILIATED SERVICES, MEDICA HEALTH MANAGEMENT, AND MMSI, INC). THE AVERAGE HOURS PER WEEK REPORTED IN PART VII ARE THE TOTAL HOURS PER WEEK FOR ALL MEDICA ORGANIZATIONS. |
| Form 990 Part XI Line 9 | CHANGES IN NET ASSETS: CHANGE IN VALUE OF NONADMITTED ASSETS $(13,071,149) STAT GROSS UP FOR DEPRECIATION $5,014,021 --------------------------------------------------- TOTAL TO FORM 990, PART XI, LINE 9 $(8,057,128) |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| MEDICA FOUNDATION | ||||||||||
| 401 CARLSON PARKWAY | MINNETONKA | MN | 55305 | 411812461 | FOUNDATION | MN | 501(C)(3) | Line 12B | MH COMPANY | false |
| MEDICA COMMUNITY HEALTH PLAN | ||||||||||
| 401 CARLSON PARKWAY | MINNETONKA | MN | 55305 | 411843804 | HEALTH CVRGE | MN | 501(C)(4) | N/A | MH COMPANY | false |
| MEDICA HOLDING COMPANY | ||||||||||
| 401 CARLSON PARKWAY | MINNETONKA | MN | 55305 | 010571840 | HOLDING CO | MN | 501(C)(4) | N/A | NA | false |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| MEDICA INSURANCE COMPANY | |||||||||
| 401 CARLSON PARKWAY | MINNETONKA | MN | 55305 | 411490988 | HEALTH INSURANCE | MN | MEDICA AFF | C Corp | false |
| MEDICA SELF-INSURED | |||||||||
| 401 CARLSON PARKWAY | MINNETONKA | MN | 55305 | 411479417 | THIRD PARTY ADMIN | MN | MEDICA AFF | C Corp | false |
| MEDICA AFFILIATED SERVICES | |||||||||
| 401 CARLSON PARKWAY | MINNETONKA | MN | 55305 | 411716415 | HOLDING COMPANY | MN | MH COMPANY | C Corp | false |
| MEDICA HEALTH MANAGEMENT | |||||||||
| 401 CARLSON PARKWAY | MINNETONKA | MN | 55305 | 208005519 | HEALTH MGMT | MN | MEDICA AFF | C Corp | false |
| MMSI INC | |||||||||
| 401 CARLSON PARKWAY | MINNETONKA | MN | 55305 | 411547003 | THIRD PARTY ADMIN | MN | MEDICA AFF | 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 | Yes (true) | 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 | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEDICA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | b | TransactionTypeTxt |
| Involved | $5,000,000 | InvolvedAmt |
| Method Of Amount Determination | BOOK | MethodOfAmountDeterminationTxt |