HEALTH NEW ENGLAND & SUBSIDIARIES: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- HEALTH NEW ENGLAND & SUBSIDIARIES (EIN 04-2864973)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-14
- IRS object ID
- 201643199349303334
- Schema version
- 2015v2.1
- 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 | 2016-11-14T11:10:49-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Deloitte Tax LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Two Jericho Plaza | AddressLine1Txt |
| City | Jericho | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11753 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042864973 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Health New England Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEAL | BusinessNameControlTxt |
| Phone | 4137874000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Monarch Place No 1500 | AddressLine1Txt |
| City | Springfield | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 011441500 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Michael Marrone | PersonNm |
| Person Title | VP of Finance & CFO | PersonTitleTxt |
| Phone | 4132333301 | PhoneNum |
| Signature | 2016-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Christine Kawecki | PreparerPersonNm |
| PTIN | P00743140 | PTIN |
| Phone | 5169187000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Maura C McCaffrey | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Monarch Place No 1500 | AddressLine1Txt |
| City | Springfield | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 011441500 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $931,823,392 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | www.HealthNewEngland.Org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2013 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | Health New England is a part of the Baystate Health System formed by its parent and sole member, Baystate Health, Inc., whose mission is "To improve the health of the people in our communities every day with quality and compassion." The mission of Health New England, based on the mission of our parent, is as follows: "To improve the health and life of our communities by: providing outstanding service; delivering superior value; and acting as a leading corporate citizen." | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 416 | 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 | $590,207,500 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $898,478,501 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,868,760 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,477,833 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $594,076,260 | PYTotalRevenueAmt |
| CY Total Revenue | $900,956,334 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $537,349,846 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $848,220,788 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $28,860,703 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $32,034,357 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $34,543,699 | PYOtherExpensesAmt |
| CY Other Expenses | $42,294,376 | CYOtherExpensesAmt |
| PY Total Expenses | $600,754,248 | PYTotalExpensesAmt |
| CY Total Expenses | $922,549,521 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$6,677,988 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$21,593,187 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $151,023,845 | TotalAssetsBOYAmt |
| Total Assets EOY | $165,499,490 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $103,041,378 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $125,390,619 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $47,982,467 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $40,108,871 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | See Schedule OThe mission of HNE, as part of Baystate Health (an integrated health care system), is to improve the overall quality of life and health status of the communities we serve and to contribute to the economic success of our region. HNE is committed to meeting the identified health and wellness needs of our communities served through the combined efforts of Baystate Health, community organizations, affiliated providers, and community partners. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $848,220,788 | ExpenseAmt |
| Revenue | $898,478,501 | RevenueAmt |
| Desc | Health New England makes high quality, low cost health care services available through HMO plans within a service area that comprises more poor, medically underserved and rural communities than any other part of Massachusetts. In a federal Health Resources & Services Administration (HRSA) report stated that of the 102 Massachusetts towns designated as medically underserved, 78 are in the four counties that Health New England serves. Based on that statistic, in all, over 45% of HNE's enrollees live in medically underserved areas.See Schedule O for further information HNE's service area includes four of the five counties with the highest percentage of poverty and the lowest per capita income in Massachusetts, based on US Census Bureau data. More than half of HNE's enrollees live in Hampden County, the poorest county in Massachusetts measured by per capita income and the second poorest measured by people living in poverty. In 2011, the four Western Massachusetts counties comprised 12.5% of the state's population but accounted for 20.9% of its Medicaid enrollees. HNE makes care available by offering health plans which serve the following: Individuals and Small Groups: Enrollees at 12/31/2015: 25,569 Revenue: $132,919,921Program Expenses: $111,211,214 HNE offers health plans to individuals and families (both directly and through the Commonwealth Health Connector) and small employer groups (employers with 50 or fewer employees). In Massachusetts, tax exempt health plans, including Health New England, serve 94% of the small employer groups. HNE is one of the leading sources of HMO coverage for individuals and small groups in Western Massachusetts, and provides coverage to nearly 4,000 groups with five or fewer employees.MedicareEnrollees at 12/31/2015: 8,601Revenue: $85,785,336Program Expense: $79,941,854 HNE serves Medicare enrollees through the HNE Medicare Advantage plan, which CMS has evaluated as one of the highest rated Medicare Advantage plan in Massachusetts. MedicaidEnrollees at 12/31/2015: 81,894Revenue: $385,395,942 Program Expense: $382,186,943 HNE participates in MassHealth, the Massachusetts Medicaid program, through a rapidly growing Medicaid plan. The number of HNE's Medicaid plan enrollees has generally increased since 2010 when HNE began offering such plans, more than tripled in 2014 to over 58,000 enrollees, and increased to over 82,000 enrollees in 2015.State and MunicipalEnrollees at 12/31/2015: 22,534Revenue: $107,539,792Program Expense: $99,402,629 HNE offers health plans through the Massachusetts Group Insurance Commission (GIC), which provides coverage for Massachusetts state and municipal employees (Health New England has one of the largest enrollments of GIC covered employees in Western Massachusetts). HNE also covers many municipal employees who do not obtain coverage through the GIC. Other Individuals and FamiliesEnrollees at 12/31/2015: 40,177 Revenue: $186,837,510Program Expense: $175,478,151 HNE also provides coverage to individuals and families through plans offered by employers which have more than 50 employees. As noted earlier, this category includes many municipal employees, and also includes many employees of health care and nonprofit organizations. HNE also conducts community benefit activities outside of the programs described above. HNE has used its agreements with health care providers to promote quality improvement activities and to finance improved coordination of health care for individuals with severe or chronic diseases. HNE has worked with a number of local medical practices to assist them in developing the capability of becoming patient centered medical homes (PCMHs). Specifically, HNE has worked with 25 medical practices to assist them in becoming PCMHs and attaining certification as such by the National Committee for Quality Assurance. In addition to its own direct service programs, HNE has aided or worked with a wide variety of community organizations to support programs for health improvement and community benefit, such as: - MOCHA and Project Coach providing education to empower youth and reduce severe health disparities in the city. - The Open Gym Program and Neutral Corner, Anti-Bullying Educational Program (provide a safe environment for youth in dangerous neighborhoods, mentoring, tutoring, exercise and organized physical activity, anti-bullying) -Partners for a Healthier Community/Live Well Springfield (promotes access to healthy foods, physical activity, and improved access to care for all members of the greater Springfield Community) - Square One Preschool (LAUNCH Health Curriculum that focuses on nutrition and physical activity)- Link-to-Libraries (provision of backpacks and books for children entering kindergarten in Holyoke and Springfield. HNE Be Healthy (Medicaid) Members are included in this outreach) - Springfield YMCA Y-Aim Program (Increase graduation rate for at-risk high school students) - Pioneer Valley Girl Scouts (Supports all girls involved in scouting, including HNE Be Healthy (Medicaid) Members.) - American Heart Association Go Red for Women, Heart Walk, and Get to Goal Campaign (Heart disease prevention and health screenings and health education for the community at large and focused on achieving optimal Blood Pressure in minority populations throughout the Pioneer Valley)- Diabetes Education at Brightwood Health Center (Culturally appropriate, Spanish language diabetes education available to all patients at the Brightwood community health center.) - La Esperanza Latina Health Fair (Free, public annual event providing over 800 Latina women with health information, education and screening.- Safe Passage Hot Chocolate Run (fund raiser hosted by Safe Passage which provides a variety of support and advocacy services for women and children who have experienced domestic violence)- Mason Square Task Force (A coalition working to eliminate racial health disparities in Mason Square through information sharing, policy change, and promoting healthy eating and nutrition by providing health care providers with vouchers for Mason Square Farmers Market.) - Friends of the Homeless (Collaboration with Friends of the homeless to provide funding, health education and health and wellness programs for the homeless.)- AIDS Foundation of W. Mass (focused on community education on the prevention and management of AIDS)- Mother Woman (provides training to diverse community leaders and professionals that teaches about the complex mental health and socio-political factors involved in the crisis of postpartum emotional complications)- Treehouse Foundation (aims to restore and strengthen the well-being of children and youth placed in foster care with the aim of moving them out of foster care and into permanent, loving families)- Top Floor Learning (providing adult literacy services and lifelong learning opportunities)- Mass In Motion Springfield (promotes opportunities for healthy eating and active living in the places people live, learn, work, and play)The programs above are among the dozens of community partnerships listed by HNE in its annual Community Benefits Report filed with the Massachusetts Attorney General. In addition, HNE's own community health education programs, such as our annual Life Enrichment Program, reach approximately 7,500 individuals throughout the community. HNE also supports numerous programs sponsored by the Baystate Health Foundation, and has been instrumental in raising hundreds of thousands of dollars for Foundation programs. | Desc |
| Total Program Service Expenses | $848,220,788 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 8204 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 416 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Health New England Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4137874000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Monarch Place Suite 1500 | AddressLine1Txt |
| City | Springfield | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 011441500 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 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 | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Dennis Chalke | ||||||||
| Treasurer/Director | 1.00 | 40.00 | Yes (X) | Yes (X) | $0 | $1,085,400 | $89,529 | |
| Mark R Tolosky | ||||||||
| Director | 1.00 | 40.00 | Yes (X) | Yes (X) | $0 | $745,183 | $80,519 | |
| Joel Feinman PhD | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Eric Fuller III | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Benjamin Liptzin MD | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $355,358 | $54,503 | ||
| Richard Segool MD | ||||||||
| Vice Chair/Director | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Robert Lounsbury Thru 63015 | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Steven Mitus Thru 73015 | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Anne Paradis | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Howard Trietsch As of 1115 | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Carol Campbell As of 1115 | ||||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Mark A Keroack MD | ||||||||
| Chair/Director | 1.00 | 40.00 | Yes (X) | Yes (X) | $0 | $1,258,998 | $213,008 | |
| Maura C McCaffrey | ||||||||
| President & CEO | 40.00 | 0.00 | Yes (X) | $776,384 | $0 | $289,281 | ||
| Judith M Danek | ||||||||
| Clerk Of Corporation | 40.00 | 0.00 | Yes (X) | $103,597 | $0 | $37,405 | ||
| Thomas J Brown III | ||||||||
| Interim VP of Finance | 1.00 | 40.00 | Yes (X) | $0 | $189,196 | $34,710 | ||
| Thomas H Ebert end 712015 | ||||||||
| VP & Chief Medical Officer | 40.00 | 0.00 | Yes (X) | $455,273 | $0 | $104,914 | ||
| Robert A Kosior end 121115 | ||||||||
| VP of Finance & CFO | 40.00 | 0.00 | Yes (X) | $456,070 | $0 | $534,185 | ||
| Amy Trombley | ||||||||
| VP & Chief Talent Officer | 40.00 | 0.00 | Yes (X) | $383,939 | $0 | $107,557 | ||
| Jim Kessler | ||||||||
| VP General Counsel | 40.00 | 0.00 | Yes (X) | $238,389 | $0 | $89,430 | ||
| Jody Gross | ||||||||
| VP of Sales | 40.00 | 0.00 | Yes (X) | $269,321 | $0 | $110,248 | ||
| Kenneth Bernard | ||||||||
| VP of Information Technology | 40.00 | 0.00 | Yes (X) | $222,367 | $0 | $91,706 | ||
| Frank Meaney end 9112015 | ||||||||
| VP of Operations | 40.00 | 0.00 | Yes (X) | $185,633 | $0 | $10,169 | ||
| David Methe | ||||||||
| Security Officer | 40.00 | 0.00 | Yes (X) | $139,616 | $0 | $46,946 | ||
| Jason Rio | ||||||||
| Compliance Officer | 40.00 | 0.00 | Yes (X) | $121,697 | $0 | $44,112 | ||
| Laurie Gianturco Beg 93015 | ||||||||
| VP & Senior Medical Director | 40.00 | 0.00 | Yes (X) | $319,199 | $0 | $141,246 | ||
| Jeffrey Krawczyk | ||||||||
| Director of Sales | 40.00 | 0.00 | $178,842 | $0 | $52,273 | Yes (X) | ||
| Jacqueline Spain | ||||||||
| Medical Director | 32.00 | 0.00 | $194,040 | $0 | $52,337 | Yes (X) | ||
| Gary J Tereso | ||||||||
| Pharmacist | 40.00 | 0.00 | $159,049 | $0 | $43,017 | Yes (X) | ||
| Julie Bodde | ||||||||
| Director of Healthcare Informatics | 40.00 | 0.00 | $147,350 | $0 | $31,269 | Yes (X) | ||
| Susan Silver O'Connor | ||||||||
| Director of Government Programs | 40.00 | 0.00 | $153,381 | $0 | $53,393 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,504,147 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $3,634,135 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,311,757 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 75 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CATAMARAN INC | |||||
| 2441 Warrenvile Rd Suite 610 | Lisle IL | IL | 60532 | Pharmacy Benefits Manager | $171,477,308 |
| MASSACHUSETTS BEHAVIORAL HEALTH PARTNERS | |||||
| 1000 Washington Street Suite 310 | Boston | MA | 02118 | Medical Services Mental Health | $51,969,889 |
| BERKSHIRE MEDICAL CENTER | |||||
| PO 4999 | Pittsfield | MA | 012024999 | Medical Services | $31,794,819 |
| MERCY MEDICAL CENTER | |||||
| PO Box 414432 | Boston | MA | 02241 | Medical Services | $29,322,473 |
| COOLEY DICKENSON HOSPITAL | |||||
| PO Box 5001 | Northampton | MA | 01061 | Medical Services | $19,895,837 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 416 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Medicaid Premium | 524114 | $385,395,942 | $385,395,942 |
| Premium - Commercial Large Group | 524114 | $187,522,522 | $187,522,522 |
| Premium - Commercial Small Group | 524114 | $132,551,934 | $132,551,934 |
| Massachusetts Group Insurance Com | 524114 | $107,222,767 | $107,222,767 |
| Medicare Advantage Premium | 524114 | $85,785,336 | $85,785,336 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $898,478,501 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,423,458 | TotalRevenueColumnAmt |
| Exclusion | $2,423,458 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $30,921,433 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $30,867,058 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $54,375 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $54,375 | TotalRevenueColumnAmt |
| Exclusion | $54,375 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $900,956,334 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $898,478,501 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,477,833 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $848,220,788 | TotalAmt |
| Program Services | $848,220,788 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,671,218 | TotalAmt |
| Management And General | $3,671,218 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,291,804 | TotalAmt |
| Management And General | $20,291,804 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,335,027 | TotalAmt |
| Management And General | $1,335,027 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,875,634 | TotalAmt |
| Management And General | $4,875,634 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,860,674 | TotalAmt |
| Management And General | $1,860,674 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $491,023 | TotalAmt |
| Management And General | $491,023 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,232,426 | TotalAmt |
| Management And General | $1,232,426 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,790 | TotalAmt |
| Management And General | $71,790 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $426,121 | TotalAmt |
| Management And General | $426,121 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,771,592 | TotalAmt |
| Management And General | $18,771,592 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,042,111 | TotalAmt |
| Management And General | $2,042,111 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,772,960 | TotalAmt |
| Management And General | $1,772,960 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,167,216 | TotalAmt |
| Management And General | $5,167,216 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $858,610 | TotalAmt |
| Management And General | $858,610 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $265,672 | TotalAmt |
| Management And General | $265,672 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,256 | TotalAmt |
| Management And General | $8,256 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,447,345 | TotalAmt |
| Management And General | $1,447,345 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,567 | TotalAmt |
| Management And General | $129,567 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| ACA and Other Taxes | $9,272,256 | $9,272,256 |
| Recruiting Fees | $243,008 | $243,008 |
| Bad Debt Expense | $87,401 | $87,401 |
| Charitable Fees | $7,022 | $7,022 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $922,549,521 | TotalAmt |
| Program Services | $848,220,788 | ProgramServicesAmt |
| Management And General | $74,328,733 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,198,548 | BOYAmt |
| EOY | $29,472,726 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $537,180 | BOYAmt |
| EOY | $548,851 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,001,955 | BOYAmt |
| EOY | $4,428,372 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $22,866,118 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $22,261,666 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,193,646 | BOYAmt |
| EOY | $604,452 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,519,133 | BOYAmt |
| EOY | $109,806,019 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,156,863 | BOYAmt |
| EOY | $9,603,669 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,416,520 | BOYAmt |
| EOY | $11,035,401 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,023,845 | BOYAmt |
| EOY | $165,499,490 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,285,526 | BOYAmt |
| EOY | $108,608,982 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,755,852 | BOYAmt |
| EOY | $16,781,637 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,041,378 | BOYAmt |
| EOY | $125,390,619 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,982,467 | BOYAmt |
| EOY | $40,108,871 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,982,467 | BOYAmt |
| EOY | $40,108,871 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,023,845 | BOYAmt |
| EOY | $165,499,490 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$21,593,187 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,068,780 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $14,788,371 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,006,730 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,006,730 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,868,535 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,264,083 | DepreciationAmt |
| Book Value | $604,452 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,990,853 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,990,853 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $604,452 | TotalBookValueLandBuildingsAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $9,603,669 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $9,603,669 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Health Care Receivables | $6,835,166 |
| Receivables from Subsidiaries | $1,916,711 |
| Accrued Investment Receivable | $929,234 |
| Reinsurance Receivable | $1,225,018 |
| Other Receivables | $129,272 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $11,035,401 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)
| DescDesc | AmtAmt |
|---|---|
| Premiums Received in advance | $7,889,183 |
| Reimbursements from Providers to be applied | $559,689 |
| Amounts due to Subsidiaries | $555,404 |
| ACA Risk Adjustment Payable | $3,500,000 |
| Rebates Payable | $1,000,000 |
| Medical Subsidy Payable | $2,843,241 |
| Valuation Account | $434,120 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $16,781,637 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $900,530,213 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $900,530,213 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $426,121 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $426,121 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $900,956,334 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $922,123,400 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $922,123,400 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $426,121 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $426,121 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $922,549,521 | TotalExpensesPerForm990Amt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dennis Chalke | ||||||||||||||
| Treasurer/Director | $0 | $466,083 | $0 | $357,889 | $0 | $261,428 | $0 | $64,000 | $0 | $25,529 | $0 | $1,174,929 | $0 | $0 |
| Mark R Tolosky | ||||||||||||||
| Director | $0 | $263,593 | $0 | $150,000 | $0 | $331,590 | $0 | $66,319 | $0 | $14,200 | $0 | $825,702 | $0 | $0 |
| Benjamin Liptzin MD | ||||||||||||||
| Director | $0 | $301,378 | $0 | $38,716 | $0 | $15,264 | $0 | $43,200 | $0 | $11,303 | $0 | $409,861 | $0 | $0 |
| Mark A Keroack MD | ||||||||||||||
| Chair/Director | $0 | $760,075 | $0 | $310,077 | $0 | $188,846 | $0 | $192,620 | $0 | $20,388 | $0 | $1,472,006 | $0 | $90,766 |
| Maura C McCaffrey | ||||||||||||||
| President & CEO | $488,287 | $0 | $183,144 | $0 | $104,953 | $0 | $249,249 | $0 | $40,032 | $0 | $1,065,665 | $0 | $0 | $0 |
| Thomas J Brown III | ||||||||||||||
| Interim VP of Finance | $0 | $171,964 | $0 | $16,399 | $0 | $833 | $0 | $24,396 | $0 | $10,314 | $0 | $223,906 | $0 | $0 |
| Thomas H Ebert end 712015 | ||||||||||||||
| VP & Chief Medical Officer | $331,537 | $0 | $115,592 | $0 | $8,144 | $0 | $74,254 | $0 | $30,660 | $0 | $560,187 | $0 | $0 | $0 |
| Robert A Kosior end 121115 | ||||||||||||||
| VP of Finance & CFO | $345,343 | $0 | $75,492 | $0 | $35,235 | $0 | $491,126 | $0 | $43,059 | $0 | $990,255 | $0 | $0 | $0 |
| Amy Trombley | ||||||||||||||
| VP & Chief Talent Officer | $290,186 | $0 | $60,480 | $0 | $33,273 | $0 | $78,246 | $0 | $29,311 | $0 | $491,496 | $0 | $0 | $0 |
| Jim Kessler | ||||||||||||||
| VP General Counsel | $182,012 | $0 | $51,840 | $0 | $4,537 | $0 | $66,096 | $0 | $23,334 | $0 | $327,819 | $0 | $0 | $0 |
| Jody Gross | ||||||||||||||
| VP of Sales | $210,073 | $0 | $48,708 | $0 | $10,540 | $0 | $68,328 | $0 | $41,920 | $0 | $379,569 | $0 | $0 | $0 |
| Kenneth Bernard | ||||||||||||||
| VP of Information Technology | $172,586 | $0 | $30,529 | $0 | $19,252 | $0 | $53,534 | $0 | $38,172 | $0 | $314,073 | $0 | $0 | $7,685 |
| Frank Meaney end 9112015 | ||||||||||||||
| VP of Operations | $152,754 | $0 | $32,566 | $0 | $313 | $0 | $0 | $0 | $10,169 | $0 | $195,802 | $0 | $0 | $0 |
| David Methe | ||||||||||||||
| Security Officer | $127,598 | $0 | $10,524 | $0 | $1,494 | $0 | $14,723 | $0 | $32,223 | $0 | $186,562 | $0 | $0 | $0 |
| Jason Rio | ||||||||||||||
| Compliance Officer | $116,260 | $0 | $5,313 | $0 | $124 | $0 | $12,513 | $0 | $31,599 | $0 | $165,809 | $0 | $0 | $0 |
| Laurie Gianturco Beg 93015 | ||||||||||||||
| VP & Senior Medical Director | $268,694 | $0 | $35,655 | $0 | $14,850 | $0 | $99,273 | $0 | $41,973 | $0 | $460,445 | $0 | $0 | $0 |
| Jeffrey Krawczyk | ||||||||||||||
| Director of Sales | $168,655 | $0 | $9,826 | $0 | $361 | $0 | $13,746 | $0 | $38,527 | $0 | $231,115 | $0 | $0 | $0 |
| Jacqueline Spain | ||||||||||||||
| Medical Director | $191,639 | $0 | $0 | $0 | $2,401 | $0 | $28,151 | $0 | $24,186 | $0 | $246,377 | $0 | $0 | $0 |
| Gary J Tereso | ||||||||||||||
| Pharmacist | $144,499 | $0 | $14,354 | $0 | $196 | $0 | $10,816 | $0 | $32,201 | $0 | $202,066 | $0 | $0 | $0 |
| Julie Bodde | ||||||||||||||
| Director of Healthcare Informatics | $135,861 | $0 | $10,403 | $0 | $1,086 | $0 | $0 | $0 | $31,269 | $0 | $178,619 | $0 | $0 | $0 |
| Susan Silver O'Connor | ||||||||||||||
| Director of Government Programs | $139,358 | $0 | $13,168 | $0 | $855 | $0 | $19,683 | $0 | $33,710 | $0 | $206,774 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 4b | FormAndLineReferenceDesc |
| Explanation | Maura McCaffrey - Supplemental Retirement of $102,343 is included in column B. This amount was earned and paid in 2015. Dennis Chalke - Deferred non-qualified compensation of $64,000 is included in column B. This amount was earned and paid in 2015. Mark Tolosky - Deferred non-qualified compensation of $66,319 is included in column B. This amount was earned and paid in 2015. Benjamin Liptzin, MD - Deferred non-qualified compensation of $43,200 is included in column B. This amount was earned and paid in 2015. Mark Keroack, MD - Deferred non-qualified compensation of $192,620 is included in column C. This amount was earned in 2015. Thomas Ebert, MD - Supplemental Retirement of $3,946 is included in column B. This amount was earned and paid in 2015. Robert Kosior - Supplemental Retirement of $32,931 is included in column C. This amount was earned and paid in 2015. Amy Trombley - Supplemental Retirement of $30,561 is included in column B. This amount was earned and paid in 2015. Jody Gross - Supplemental Retirement of $9,255 is included in column B. This amount was earned and paid in 2015. Laurie Gianturco - Supplemental Retirement of $12,978 is included in column B. This amount was earned and paid in 2015. Kenneth Bernard - Supplemental Retirement of $15,704 is included in column B. This amount includes $7,685 earned in 2014 paid in 2015 and $8,019 earned in 2015 and paid in 2015. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | Two or more of the persons listed in this Form 990, Part VII have a business relationship with each other by virtue of sitting on one or boards of directors/trustees or by serving in employment relationship one or more entities within the network of affiliated organizations. |
| Form 990, Part VI, Section A, line 6 | As a Massachusettts nonprofit organization, Health New England has no stockholders and one legal Member - Baystate Health, Inc. HNE refers to its enrollees as "members," but HNE's organizational documents and Bylaws give enrollees no organizational membership status from a legal perspective. |
| Form 990, Part VI, Section A, line 7a | Baystate Health, Inc. is the sole member of Health New England, Consequently, Baystate Health has final authority on all appointments and elections to the Health New England, Inc. Board. |
| Form 990, Part VI, Section A, line 7b | The functions of a nominating committee are carried out by the Governance Committee of Baystate Health and the Baystate Health Audit and Compliance committee has full audit oversight duties and responsibilities for Health New England. |
| Form 990, Part VI, Section B, line 11 | Prior to the filing of this return appropriate parts of this Form 990 were reviewed by representatives from the Finance and Legal Departments of Health New England, Inc., some of whom are officers of the filing organization. The entire return was reviewed by a tax expert from an outside accounting firm. The entire return was sent out to the Board of Directors and Officers of Health New England, Inc. for comment and review. |
| Form 990, Part VI, Section B, line 12c | Health New England, Inc. has a comprehensive conflict of interest policy. All directors, officers, key employees, and highest compensated employees of HNE and its affiliates are asked to complete an annual "conflict of interest" form. We use an electronic database to receive and manage all conflict of interest submissions. This information is reviewed by the Director of Compliance and the Health New England Legal Department. Potential conflict of interest transactions are reviewed as appropriate under the policy, which provides for recusal from discussion and deliberation by any party with a potential conflict of interest. HNE employees also sign an annual statement which affirms that such person: (a) has received a copy of the Conflict of Interest Policy; (b) has read and understands the Conflict of Interest Policy; and (c) has agreed to comply with the Conflict of Interest Policy. |
| Form 990, Part VI, Section B, line 15 | The compensation of the President and CEO and of other key officers and key employees is established based on information provided by independent third party consultants for reasonableness and appropriate comparability data. The compensation is then established, reviewed and approved by the independent compensation committee of Health New England, Inc. and all such deliberations and decisions are documented contemporaneously. |
| Form 990, Part VI, Section C, line 19 | Available on request and at management's discretion |
| Form 990, Part XI, line 9: | Decrease in non-admitted assets -6,336,629. Capital Contribution from Baystate Health 1,125,000. Surplus Note from Baystate Health 20,000,000. |
| Form 990, Part XII, Line 1: | The audited financial statements are based on Insurance Statutory Accounting Principles (AAP) promulgated by the Accounting Practices and Procedures Task Force under the auspices of the National Association of Insurance Commissioners (NAIC). This form of accounting is typically looked upon as more conservative than accrual accounting without quite being cash basis. The accompanying statutory financial statements of the Company have been prepared in accordance with the National Association of Insurance Commissioners (NAIC) Accounting Practices and Procedures Manual for Statutory Accounting Principles (NAIC SAP), which do not differ from the accounting practices prescribed by the Division of Insurance of the Commonwealth of Massachusetts. NAIC SAP does differ from the accounting principles generally accepted in the United States of America (GAAP). The significant variances from GAAP are as follows: Investments-Investments in bonds are reported at amortized cost or fair value based on their NAIC rating; for GAAP, such fixed maturity investments would be designated at purchase as held-to-maturity, trading, or available-for-sale. Held-to-maturity fixed investments would be reported at amortized cost, and the remaining fixed maturity investments would be reported at fair value. For statutory purposes, unrealized gains and losses on investments are excluded from net income, and reported as an increase or decrease in surplus, except that declines in fair value that are determined by management to be other than temporary are reported as realized losses. HNE has elected the fair value option for certain of its investments. HNE made this election to reflect changes in fair value of its investments, including both increases and decreases and whether realized or unrealized, in its excess of revenue over expenses for GAAP purposes. All single-class and multiclass mortgage-backed/asset-backed securities (e.g., CMOs) are adjusted for the effects of changes in prepayment assumptions on the related accretion of discount or amortization of premium of such securities using the prospective method. If it is determined that a decline in fair value is other than temporary, the cost basis of the security is written down to the present value of estimated future cash flows using the original effective interest rate inherent in the security. Investments in Affiliates-The results of HNE's investments in unconsolidated affiliates are accounted for on the equity method under GAAP, whereas under NAIC SAP the investment is valued at book value with unrealized gains or losses recorded directly to net worth. GAAP also requires the consolidation of all wholly owned subsidiaries. As HAS, HIS and HHE are not audited, the investments in these subsidiaries are not admitted in accordance with SSAP No. 97. Nonadmitted Assets-Certain assets designated as "nonadmitted," principally certain deferred taxes, electronic data processing equipment, prepaid items, certain health care receivables, receivables over 90 days' past due, and the equity value of subsidiaries, are excluded from the accompanying statutory-basis statements of admitted assets, liabilities, and capital and surplus and are charged directly to unassigned surplus. Under GAAP, such assets are included in the balance sheets, to the extent they are not impaired. Deferred Income Taxes-Due to the Company's conversion to a tax-exempt entity and the IRS determination letter, deferred tax balances will no longer be recognized. Surplus Notes - GAAP classifies surplus notes in liabilities, whereas NAIC SAP classifies them in statutory net worth. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Baystate Health Inc | |||||||||||
| 759 Chestnut Street | Springfield | MA | 01199 | 042105941 | Improve the health of people in our communities every day. | MA | 501(c)(3) | Line 7 | N/A | 0 | |
| Baystate Medical Center Inc | |||||||||||
| 759 Chestnut Street | Springfield | MA | 01199 | 042790311 | Acute Care Teaching Hospital | MA | 501(c)(3) | Line 3 | 0 | Baystate Health Inc | |
| Baystate Franklin Medical Center | |||||||||||
| 164 High Street | Greenfield | MA | 01301 | 042103575 | Hospital | MA | 501(c)(3) | Line 3 | 0 | Baystate Health Inc | |
| Baystate Mary Lane Hospital Corporation | |||||||||||
| 85 South Street | Ware | MA | 01082 | 042103584 | Hospital | MA | 501(c)(3) | Line 3 | 0 | Baystate Health Inc | |
| Visiting Nurse Assn and Hospice of Wester New England Inc | |||||||||||
| 50 Maple Street | Springfield | MA | 01199 | 042105803 | Homehealth and Hospice care | MA | 501(c)(3) | Line 9 | 0 | Baystate Health Inc | |
| Baystate Health Foundation Inc | |||||||||||
| 759 Chestnut Street | Springfield | MA | 01199 | 043549011 | Fundraising | MA | 501(c)(3) | Line 7 | 0 | Baystate Health Inc | |
| Baystate Administrative Services Inc | |||||||||||
| 759 Chestnut Street | Springfield | MA | 01199 | 222747685 | Administrative services | MA | 501(c)(3) | 11c, IIIc | 0 | Baystate Health Inc | |
| Baystate Total Home Care Inc | |||||||||||
| 50 Maple Street | Springfield | MA | 01199 | 203260764 | Real Estate and Other | MA | 501(c)(3) | 11b, II | 0 | Baystate Health Inc | |
| Baystate Wing Hospital Corporation | |||||||||||
| 40 Wright Street | Palmer | MA | 01069 | 222519813 | Hospital | MA | 501(c)(3) | Line 3 | 0 | Baystate Health Inc | |
| Health New England of Connecticut Inc | |||||||||||
| One Monarch Place Suite 1500 | Springfield | MA | 01104 | 455190134 | HMO | CT | 501(c)(4) | 501(c)(4) | 0 | Health New England Inc | |
| Baystate Noble Hospital Corporation | |||||||||||
| 115 West Silver Street | Westfield | MA | 01085 | 222537423 | Hospital | MA | 501(c)(3) | Line 3 | 0 | Baystate Health Inc | |
| Noble Visiting Nurse and hospice Services Inc | |||||||||||
| 77 Mill Street No 207 | Westfield | MA | 01085 | 222757446 | Home care services | MA | 501(c)(3) | Line 9 | 0 | Baystate Noble Hospital Corporation | |
| Westfield Medical Corporation | |||||||||||
| 115 West Silver Street | Westfield | MA | 01085 | 043127730 | Physician Medical Services | MA | 501(c)(3) | Line 11a, I | 0 | Baystate Noble Hospital Corporation | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | OwnershipOwnershipPct | Share Of EOY AssetsShareOfEOYAssetsAmt | Address Line1ForeignAddress/AddressLine1Txt | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ingraham Corporation | ||||||||||||||||
| 759 Chestnut Street | Springfield | MA | 01199 | 043016257 | Health care and other business activities | MA | N/A | C | 0 | |||||||
| Baystate Health System Ambulance Inc | ||||||||||||||||
| 759 Chestnut Street | Springfield | MA | 01199 | 043018550 | Ambulance Svs | MA | C | 0 | Ingraham Corporation | |||||||
| Health New England Insurance Services Inc | ||||||||||||||||
| One Monarch Place Suite 1500 | Springfield | MA | 011441500 | 043183019 | Collection of services for ancillary services | MA | C | Yes (1) | HNE Holding Corporation | 1.00000 | ||||||
| HNE Advisory Services | ||||||||||||||||
| One Monarch Place Suite 1500 | Springfield | MA | 011441500 | 043012347 | Administrative Services | MA | C | Yes (1) | HNE Holding Corporation | 1.00000 | ||||||
| HNE Holding Corporation | ||||||||||||||||
| One Monarch Place Suite 1500 | Springfield | MA | 011441500 | 464620480 | Holding Company | MA | C | Yes (1) | Health New England Inc | 1.00000 | $4,901,375 | |||||
| Baystate Health System Health Insurance Company Ltd | ||||||||||||||||
| 980421413 | Offshore Captive Insurance | N/A | 0 | North Church Street | Georgetown | CJ | CJ | |||||||||
| HNE Insurance Company Inc | ||||||||||||||||
| One Monarch Place Suite 1500 | Springfield | MA | 011441500 | 454462433 | Provide Health Care for MA Medicare Supplement members | MA | C | 0 | HNE Holding Corporation | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| HNE Advisory Services Inc | ||
| L | $9,656,797 | Ledger Activity |
| HNE Advisory Services Inc | ||
| Q | $10,000,000 | Ledger Activity |
| Health New England of Connecticut Inc | ||
| L | $252,476 | Ledger Activity |
| Health New England of Connecticut Inc | ||
| Q | $206,828 | Ledger Activity |
| Health New England of Connecticut Inc | ||
| R | $1,156,210 | Ledger Activity |
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