2016-12-21T10:18:22-06:00 2015-12-31 390758449 Wipfli LLP PO Box 1699 Helena MT 59624 990 2015-01-01 451295465 Montana Health Cooperative MONT 4064479510 PO Box 5358 Helena MT 59604 Larry Turney COO 4064479510 2016-12-20 1 Ryan D Lindsay CPA P00815630 4064425520 2016-12-20 2015 2017-02-10 21:41:12Z X Larry Turney PO Box 5358 Helena MT 59604 221274357 0 X www.mhc.coop X 2010 MT The Organization offers true non-profit member governed health insurance that promotes member engagement and provides access to high quality health care. 17 17 30 0 0 0 0 0 60469100 163604814 570432 227846 0 0 61039532 163832660 0 0 0 0 2803592 2946520 0 0 0 61654015 201228599 64457607 204175119 -3418075 -40342459 54931076 67617542 64261527 118920926 -9330451 -51303384 The Organization offers true non-profit member governed health insurance that promotes member engagement and provides access to high quality health care. 0 0 204175119 163604814 The organization's largest program service accomplishment is the sale of insurance while supporting their members and adhering to federal and state guidelines as required under their organizational structure. 204175119 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 256 0 30 1 0 0 0 0 0 0 0 1 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 0 0 X Montana Health CO-OP 4064473309 PO Box 5358 Helena MT 59604 David Forbes director 1.00 X 6400 0 0 Ray Kuntz director 1.00 X 7600 0 0 Joan Miles Chair 1.00 X X 11200 0 0 John Morrison Vice Chair 1.00 X X 6800 0 0 Thomas Bassler Director 1.00 X 12408 0 0 Sylvia Danforth Director 1.00 X 0 0 0 Dr Jane Gillette Director 1.00 X 5600 0 0 Treasa Glinnwater Director 1.00 X 6400 0 0 Thomas Gooch Director 1.00 X 0 0 0 Gary Gunderson Director 1.00 X 8000 0 0 Andrew Holmlund Director 1.00 X 0 0 0 Jeremy Johnson Director 1.00 X 0 0 0 Kevin Joplin Director 1.00 X 0 0 0 Diane Olsen Director 1.00 X 6800 0 0 Lori Peterson CPA Director 1.00 X 0 0 0 Raymond Rogers Director 1.00 X 8800 0 0 James Stogsdill Director 1.00 X 6000 0 0 Larry Turney President & COO 40.00 X 242485 0 10141 RICK YEARRY CEAO 40.00 X 219270 0 9891 Jeaneen Campbell CFO 40.00 X 170093 0 8372 Doug Damrose Executive Director 40.00 X 266000 0 10609 Jerry Dworak CEO 40.00 X 352795 0 19074 1336651 0 58087 5 0 1 0 Altius 10421 South Jordan Gateway Suite 4 South Jordan UT 84095 Health Care Services 1990437 Oliver Russell 217 S 11th Street Boise ID 83702 Marketing 641171 Milliman 1301 Fifth Avenue Suite 3800 Seattle WA 981012646 Actuarial Services 629624 Re-Solutions 10 South 5th Street Suite 1108 Minneapolis MN 55402 Re-Insurance Intermediary 624971 Online Insight Inc 375 Northridge Road Suite 270 Atlanta GA 30350 Enrollment and Billing Development 455089 5 Sale of Insurance 524298 163604814 163604814 163604814 794731 794731 56874812 57441697 -566885 -566885 -566885 163832660 163832660 0 0 2366052 2366052 127438 127438 249375 249375 203655 203655 104615 104615 11218117 11218117 314098 314098 31951 31951 21096 21096 281258 281258 112263 112263 182932 182932 73030 73030 29493 29493 Claims 182138352 182138352 Premium Payment 4066658 4066658 Agent Commissions 2002915 2002915 Miscellaneous 204000 204000 447821 447821 204175119 204175119 0 0 7321559 2464584 24042501 39889558 522372 478246 259514 158767 136051 100747 22845690 24379030 62903 305377 54931076 67617542 20016926 33901238 44244601 85019688 64261527 118920926 X -9330451 -51303384 -9330451 -51303384 54931076 67617542 -40342459 -1630474 0 X X 0 1 X 1 1 1 259514 158767 100747 100747 Investments 24379030 F 24379030 Notes Payable 85019688 85019688 X 162202186 -1630474 -1630474 163832660 0 163832660 204175119 0 204175119 0 204175119 Part X, Line 2: The Company is a qualified nonprofit health insurer as described in Section 501(c)(29) of the Internal Revenue Code and is exempt from federal income taxes on related income pursuant to Section 501(a) of the Code. As a matter of law, the Company is subject to examination by federal and state taxing authorities for the last three years. Although management believes that the amounts reflected in the tax returns substantially comply with the applicable federal and state tax regulations, both the IRS and the various state taxing authorities can take positions contrary to management's position based on their interpretation of the law. Any penalties and interest would be charged to interest expense in the year assessed. X X 0 0 0 Larry Turney President & COO 185883 0 56602 0 0 0 13660 0 0 0 256145 0 0 0 RICK YEARRY CEAO 164253 0 55017 0 0 0 13145 0 0 0 232415 0 0 0 Jeaneen Campbell CFO 130389 0 39704 0 0 0 9650 0 0 0 179743 0 0 0 Doug Damrose Executive Director 206000 0 60000 0 0 0 15516 0 0 0 281516 0 0 0 Jerry Dworak CEO 243878 0 108917 0 0 0 15207 0 0 0 368002 0 0 0 Part I, Line 3 CEO compensation is reviewed annually by the Montana Health CO-OP Compensation Committee. Form 990 Amended Changes: Part V line 2b changed to yes Part V line 13a changed to yes Part VII section A reportable compensation received by directors has been added Part XII Line 2c changed to yes Part XII Line 3a changed to yes Part XII Line 3b changed to yes Part IX line 24 Other Functional Expenses adjusted to include 90 day A/R adjustment expense of 105,738 Part XI line 9 other changes in net assets amount of 105,738 removed Schedule D line 2d adjustment of net assets no longer applicable Form 990, Part VI, Section B, line 11 The 990 will be reviewed by MHC executive staff prior to filing and will be provided to both executive staff and the board of directors. Form 990, Part VI, Section B, line 12c The organization regularly and consistently monitors and enforces compliance with the conflict of interest policy. Form 990, Part VI, Section B, line 15a CEO compensation is reviewed annually by the MHC Compensation Committee. Form 990, Part VI, Section C, line 19 Any documents required to be available to the public can be requested at the organization's home office. Form 990, Part XII, Line 2c: The Audit committee performs this function