TUFTS HEALTH PUBLIC PLANS INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- TUFTS HEALTH PUBLIC PLANS INC (EIN 80-0721489)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202523219349318522
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T15:16:39-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PwC US Tax LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET ST SUITE 1800 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 800721489 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TUFTS HEALTH PUBLIC PLANS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MARK PORTER TREASURER | InCareOfNm |
| Business Name Control | TUFT | BusinessNameControlTxt |
| Phone | 6179729400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 WELLNESS WAY | AddressLine1Txt |
| City | CANTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 020211166 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK PORTER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6179729400 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANTONIO C RUSSO | PreparerPersonNm |
| PTIN | P00858539 | PTIN |
| Phone | 2673303000 | PhoneNum |
| Preparation | 2025-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PATRICK GILLIGAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 WELLNESS WAY | AddressLine1Txt |
| City | CANTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,866,466,389 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.TUFTSHEALTHPLAN.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2014 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 447 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | -$289,170 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,436,844,851 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,539,094,271 | CYProgramServiceRevenueAmt |
| PY Investment Income | $34,050,973 | PYInvestmentIncomeAmt |
| CY Investment Income | $34,773,638 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $2,470,895,824 | PYTotalRevenueAmt |
| CY Total Revenue | $2,573,867,909 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $534,938 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $25,250 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $2,206,566,149 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $2,355,316,981 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $38,049,188 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $28,336,860 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $234,698,428 | PYOtherExpensesAmt |
| CY Other Expenses | $318,472,543 | CYOtherExpensesAmt |
| PY Total Expenses | $2,479,848,703 | PYTotalExpensesAmt |
| CY Total Expenses | $2,702,151,634 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$8,952,879 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$128,283,725 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,156,361,918 | TotalAssetsBOYAmt |
| Total Assets EOY | $988,406,949 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $718,882,296 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $692,677,388 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $437,479,622 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $295,729,561 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,135,024,279 | ExpenseAmt |
| Grant | $10,956 | GrantAmt |
| Revenue | $1,101,716,715 | RevenueAmt |
| Desc | DETAIL OF PROGRAM SERVICE ACCOMPLISHMENTS - MASSACHUSETTS MEDICAID MCO AND ACO PLANS TUFTS HEALTH TOGETHER IS THE NAME OF THE ORGANIZATION'S MASSACHUSETTS MEDICAID MCO AND ACO PLANS THAT PROVIDE ACCESS TO AFFORDABLE HEALTH CARE FOR QUALIFIED RESIDENTS AND THEIR FAMILIES WHO MEET INCOME AND OTHER ELIGIBILITY REQUIREMENTS. MASSHEALTH IS THE NAME OF THE MASSACHUSETTS MEDICAID PROGRAM FUNDED BY THE FEDERAL GOVERNMENT AND THE STATE. MASSHEALTH HELPS PEOPLE WITH LIMITED INCOMES AND RESOURCES PAY FOR MEDICAL AND SUPPORT SERVICES. IT ALSO COVERS EXTRA SERVICES AND DRUGS. THE ORGANIZATION PROVIDES ACCESS TO AFFORDABLE HEALTH CARE THROUGH A MEDICAID MANAGED CARE ORGANIZATION CONTRACT WITH THE MASSACHUSETTS EXECUTIVE OFFICE OF HEALTH AND HUMAN SERVICES FOR QUALIFIED RESIDENTS AND THEIR FAMILIES WHO MEET INCOME AND OTHER ELIGIBILITY REQUIREMENTS. THPP WAS AWARDED TWO MEDICAID ACCOUNTABLE CARE ORGANIZATION CONTRACTS BY EOHHS IN ADDITION TO ITS EXISTING MANAGED CARE ORGANIZATION CONTRACT. THROUGH CONTRACTS WITH TWO MASSACHUSETTS-BASED PROVIDER SYSTEMS, THE ORGANIZATION PROVIDES MEDICAID MANAGED CARE CLOSELY ALIGNED WITH PRIMARY CARE PHYSICIANS AND COMMUNITY PARTNERS. TUFTS HEALTH TOGETHER PROVIDES LOW TO MODERATE INCOME INDIVIDUALS WITH ACCESS TO THOUSANDS OF HIGH QUALITY PRIMARY CARE DOCTORS AND SPECIALISTS ACROSS THE STATE, SUPPORTIVE SERVICE REPRESENTATIVES, INFORMATION IN A NUMBER OF LANGUAGES, AS WELL AS PREVENTIVE MEASURES SUCH AS CAR SEATS AND FITNESS BANDS, INCENTIVES FOR HEALTHY BEHAVIORS, GYM FEE REIMBURSEMENTS, AND OTHER IMPORTANT TOOLS TO PROMOTE HEALTH AND WELLNESS. NCQA HEALTH PLAN ACCREDITATION AND HEALTH PLAN RATING EVALUATE HEALTH PLANS' STRUCTURE AND PROCESS, CLINICAL QUALITY AND PATIENT SATISFACTION. TUFTS HEALTH PUBLIC PLAN'S TOGETHER MEDICAID PRODUCT MAINTAINS NCQA HEALTH PLAN ACCREDITATION AND HAS CONSISTENTLY RECEIVED HIGH SCORES BASED ON NCQA'S HEALTH PLAN RATING METHODOLOGY AND ACHIEVED A RATING OF 4.5 OUT OF 5 FOR THE NCQA HEALTH PLAN RATINGS WHICH WERE RELEASED IN 2023. TUFTS HEALTH PUBLIC PLANS CONTINUES TO IMPLEMENT OUTREACH PROGRAMS WITH BOTH PROVIDERS AND MEMBERS WITH THE GOAL OF IMPROVING THE QUALITY OF CARE PROVIDED AND RECEIVED. UPDATED RATINGS FOR 2024 WILL BE POSTED IN SEPTEMBER 2024. TUFTS HEALTH PUBLIC PLANS WAS THE FIRST PLAN IN MASSACHUSETTS AND AMONG THE FIRST IN NEW ENGLAND TO ACHIEVE NCQA HEALTH EQUITY ACCREDITATION. ---------- | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,065,387,145 | ExpenseAmt |
| Grant | $10,284 | GrantAmt |
| Revenue | $1,034,123,100 | RevenueAmt |
| Desc | DETAIL OF PROGRAM SERVICE ACCOMPLISHMENTS - MASSACHUSETTS QUALIFIED HEALTH PLAN COVERAGE TUFTS HEALTH DIRECT IS AN INDIVIDUAL AND SMALL GROUP QUALIFIED HEALTH PLAN ("QHP") ESTABLISHED BY THE ORGANIZATION AFTER THE ENACTMENT OF THE AFFORDABLE CARE ACT TO PROVIDE ACCESS TO AFFORDABLE HEALTH CARE FOR INDIVIDUALS AND FAMILIES WHO ARE NOT ELIGIBLE FOR AFFORDABLE EMPLOYER-SPONSORED INSURANCE, AND SMALL EMPLOYER GROUPS WITH 1-50 EMPLOYEES. THESE PLANS ARE SOLD PRIMARILY THROUGH THE MASSACHUSETTS HEALTH CONNECTOR, THE MASSACHUSETTS STATE RUN EXCHANGE. TUFTS HEALTH DIRECT IS ACCREDITED BY THE NATIONAL COMMITTEE FOR QUALITY ASSURANCE. ---------- | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $305,335,206 | ExpenseAmt |
| Grant | $2,947 | GrantAmt |
| Revenue | $296,375,070 | RevenueAmt |
| Desc | DETAIL OF PROGRAM SERVICE ACCOMPLISHMENTS - DUAL-ELIGIBLE PROGRAM TUFTS HEALTH ONE CARE IS A MEDICARE-MEDICAID PLAN ("MMP") FOR INDIVIDUALS AGE 21-64 WHO ARE ELIGIBLE FOR BOTH MEDICARE AND MEDICAID. TUFTS HEALTH ONE CARE IS ONE OF THREE MASSACHUSETTS ONE CARE PLANS PARTICIPATING IN THE FINANCIAL ALIGNMENT INITIATIVE ('DUALS DEMONSTRATION') TO INTEGRATE BENEFITS AND CARE FOR MEDICARE-MEDICAID ENROLLEES. THE PLAN CONTRACTS WITH THE CENTERS FOR MEDICARE AND MEDICAID SERVICES AND THE MASSACHUSETTS EXECUTIVE OFFICE OF HEALTH AND HUMAN SERVICES TO PROVIDE THE BENEFITS OF BOTH PROGRAMS TO LOW AND MODERATE INCOME INDIVIDUALS WITH DISABILITIES. THE ORGANIZATION ALSO PROVIDES ACCESS TO AFFORDABLE CARE THROUGH A FULLY INTEGRATED DUAL-ELIGIBLE SPECIAL NEEDS PLAN THROUGH THE MASSACHUSETTS SENIOR CARE OPTIONS PROGRAM. THPP PROVIDES COVERAGE FOR PEOPLE AGE 65 OR OLDER WHO ARE ELIGIBLE FOR MASSHEALTH STANDARD, HAVE BOTH MEDICARE PART A AND B, AND HAVE NOT BEEN DIAGNOSED AS HAVING END STAGE RENAL DISEASE. THIS PROGRAM INTEGRATES MEDICAID AND MEDICARE BENEFITS AND SERVICES, PROVIDING THOSE ELIGIBLE WITH COORDINATED HIGH-QUALITY AND COST-EFFECTIVE HEALTH CARE. ---------- | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $110,110,608 | ExpenseAmt |
| Grant | $1,063 | GrantAmt |
| Revenue | $106,879,386 | RevenueAmt |
| Desc | RI MEDICAID | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $110,110,608 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $1,063 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $106,879,386 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $2,615,857,238 | 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 | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 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 |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 8421 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 447 | 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 | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (true) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK PORTER TREASURER | PersonNm |
| Phone | 6179729400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 WELLNESS WAY | AddressLine1Txt |
| City | CANTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (33 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 | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| CAIN HAYES | ||||||||||
| DIR. PRES. & CEO (END 9/24) | 10.0 | 40.0 | Yes (X) | Yes (X) | $0 | $4,532,289 | $42,363 | |||
| PHILIP BARR | ||||||||||
| EVP, PRESIDENT, MARKETS | 10.0 | 40.0 | $0 | $1,580,792 | $159,172 | Yes (X) | ||||
| TRACEY CARTER | ||||||||||
| FORMER SVP, CHIEF ACTUARY | 0.0 | 0.0 | $0 | $1,598,732 | $18,185 | Yes (X) | ||||
| PETE CHURCH | ||||||||||
| CHIEF PEOPLE & CULTURE OFFICER | 10.0 | 40.0 | $0 | $1,284,213 | $156,654 | Yes (X) | ||||
| ROLAND PRICE | ||||||||||
| FORMER TREASURER | 0.0 | 0.0 | $0 | $1,299,914 | $15,069 | Yes (X) | ||||
| R SCOTT WALKER | ||||||||||
| CFO & PRESIDENT (START 9/24) | 10.0 | 40.0 | Yes (X) | $0 | $1,041,266 | $162,232 | ||||
| MARK PORTER | ||||||||||
| TREASURER | 10.0 | 40.0 | Yes (X) | $0 | $1,024,863 | $112,221 | ||||
| KRISTIN LEWIS | ||||||||||
| CHIEF PUB & COMN AFF OFFICER | 10.0 | 40.0 | $0 | $998,596 | $118,145 | Yes (X) | ||||
| UMESH KURPAD | ||||||||||
| FORMER CFO | 0.0 | 0.0 | $0 | $1,087,771 | $21,702 | Yes (X) | ||||
| KATIE CATLENDER | ||||||||||
| COO (START 1/24) | 12.5 | 37.5 | $0 | $880,347 | $67,611 | Yes (X) | ||||
| ROBERT WILLIAMS | ||||||||||
| SVP, BUSINESS PERFORMANCE | 10.0 | 40.0 | $0 | $836,744 | $105,431 | Yes (X) | ||||
| DEAN PEASLEY | ||||||||||
| SVP, OPERATIONS (END 4/24) | 12.5 | 37.5 | $0 | $840,092 | $31,405 | Yes (X) | ||||
| URCEL FIELDS | ||||||||||
| SVP, PRES. GOVT MKT(END 11/24) | 7.5 | 40.0 | $0 | $842,020 | $16,316 | Yes (X) | ||||
| TISA HUGHES | ||||||||||
| FORMER CLERK/SECRETARY | 0.0 | 0.0 | $0 | $824,422 | $31,490 | Yes (X) | ||||
| SUSAN KEE | ||||||||||
| CLERK/SECRETARY, CLO | 10.0 | 40.0 | Yes (X) | $0 | $696,820 | $93,265 | ||||
| MARY MAHONEY | ||||||||||
| FORMER SVP, CLO | 0.0 | 0.0 | $0 | $705,784 | $0 | Yes (X) | ||||
| EILEEN AUEN | ||||||||||
| EXECUTIVE CHAIR (START 9/24) | 10.0 | 50.0 | Yes (X) | Yes (X) | $0 | $533,336 | $0 | |||
| THOMAS CROSWELL | ||||||||||
| FORMER CEO | 0.0 | 0.0 | $0 | $404,893 | $9,900 | Yes (X) | ||||
| PATRICIA HOWARD | ||||||||||
| FORMER COO | 0.0 | 0.0 | $0 | $232,740 | $0 | Yes (X) | ||||
| MICHAEL J MCCOLGAN | ||||||||||
| DIRECTOR | 1.0 | 3.0 | Yes (X) | $0 | $141,000 | $0 | ||||
| BERTRAM L SCOTT | ||||||||||
| LEAD DIR/VICE CHR(START 10/24) | 1.0 | 3.0 | Yes (X) | Yes (X) | $0 | $138,000 | $0 | |||
| MICHAEL SHEA | ||||||||||
| DIRECTOR | 1.0 | 3.0 | Yes (X) | $0 | $136,000 | $0 | ||||
| TODD WHITBECK | ||||||||||
| DIRECTOR | 1.0 | 3.0 | Yes (X) | $0 | $135,500 | $0 | ||||
| HEDWIG VEITH WHITNEY | ||||||||||
| DIRECTOR | 1.0 | 3.0 | Yes (X) | $0 | $135,000 | $0 | ||||
| GREGORY D TRANTER | ||||||||||
| DIRECTOR | 1.0 | 3.0 | Yes (X) | $0 | $133,000 | $0 | ||||
| PETER SLAVIN MD | ||||||||||
| DIRECTOR (END 9/24) | 1.0 | 3.0 | Yes (X) | $0 | $124,306 | $0 | ||||
| RAYMOND PAWLICKI | ||||||||||
| DIRECTOR | 1.0 | 3.0 | Yes (X) | $0 | $120,000 | $0 | ||||
| IRINA SIMMONS | ||||||||||
| DIRECTOR (END 6/24) | 1.0 | 3.0 | Yes (X) | $0 | $79,778 | $0 | ||||
| JOYCE MURPHY | ||||||||||
| DIRECTOR (END 6/24) | 1.0 | 3.0 | Yes (X) | $0 | $79,778 | $0 | ||||
| GAUROV DAYAL MD | ||||||||||
| DIRECTOR (START 6/24) | 1.0 | 7.0 | Yes (X) | $0 | $44,695 | $0 | ||||
| ELIZABETH BIERBOWER | ||||||||||
| DIRECTOR (START 6/24) | 1.0 | 7.0 | Yes (X) | $0 | $42,223 | $0 | ||||
| MICHAEL TARNOFF MD | ||||||||||
| DIRECTOR (START 12/24) | 1.0 | 3.0 | Yes (X) | $0 | $0 | $0 | ||||
| GREG SHELL | ||||||||||
| DIRECTOR, VICE CHAIR | 1.0 | 5.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $22,064,134 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,161,161 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | 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 |
|---|---|---|---|---|---|
| D EXPOSITO PARTNERS LLC | |||||
| 400 MADISON AVE SUITE 2A | NEW YORK | NY | 10017 | CONSULTING SERVICES | $961,488 |
| VOIANCE LANGUAGE SERVICES LLC | |||||
| PO BOX 74008101 | CHICAGO | IL | 606748101 | ANSWERING SERVICES | $531,512 |
| CDR ASSOCIATES LLC | |||||
| 307 INTERNATIONAL CIRCLE | HUNT VALLEY | MD | 21030 | AUDIT FEES | $366,334 |
| CARELON MEDICAL BENEFITS MANAGEMENT | |||||
| 540 LAKE COOK RD STE 300 | DEERFIELD | IL | 60015 | CONSULTING SERVICES | $270,944 |
| SEI - BOSTON LLC | |||||
| 11500 NORTHLAKE DRIVE SUITE 450 | CINCINNATI | OH | 45249 | CONSULTING SERVICES | $196,115 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEDICAID | 524114 | $1,101,716,715 | $1,101,716,715 |
| COMPREHENSIVE (DIRECT) | 524114 | $1,034,123,100 | $1,034,123,100 |
| MEDICARE/MEDICAID (CARE ONE) | 524114 | $296,375,070 | $296,375,070 |
| MEDICAID RHODE ISLAND | 524114 | $106,879,386 | $106,879,386 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,539,094,271 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,885,562 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$289,170 | UnrelatedBusinessRevenueAmt |
| Exclusion | $27,174,732 | 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 |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $300,486,556 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $292,598,480 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,888,076 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,888,076 | TotalRevenueColumnAmt |
| Exclusion | $7,888,076 | 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 | $2,573,867,909 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,539,094,271 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$289,170 | UnrelatedBusinessRevenueAmt |
| Exclusion | $35,062,808 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,250 | TotalAmt |
| Program Services | $25,250 | 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 | $2,355,316,981 | TotalAmt |
| Program Services | $2,355,316,981 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,945,460 | TotalAmt |
| Program Services | $25,945,460 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,391,400 | TotalAmt |
| Program Services | $2,391,400 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,635,765 | TotalAmt |
| Program Services | $140,508,612 | ProgramServicesAmt |
| Management And General | $35,127,153 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,610 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $164,610 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
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 | $1,621,666 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $1,621,666 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,623,831 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $39,623,831 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $717,089 | TotalAmt |
| Program Services | $573,671 | ProgramServicesAmt |
| Management And General | $143,418 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $591,063 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $591,063 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,303,798 | TotalAmt |
| Program Services | $5,043,038 | ProgramServicesAmt |
| Management And General | $1,260,760 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,299,854 | TotalAmt |
| Program Services | $1,039,883 | ProgramServicesAmt |
| Management And General | $259,971 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
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 | $48,531 | TotalAmt |
| Program Services | $48,531 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,299 | TotalAmt |
| Program Services | $33,839 | ProgramServicesAmt |
| Management And General | $8,460 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,942,191 | TotalAmt |
| Program Services | $5,553,753 | ProgramServicesAmt |
| Management And General | $1,388,438 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $255,864 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $255,864 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PREMIUM DEFICIENCY | $73,969,002 | $73,969,002 | $0 | $0 |
| COB FEES | $4,011,941 | $0 | $4,011,941 | $0 |
| PREMIUM TAX | $2,153,313 | $2,153,313 | $0 | $0 |
| CLAIMS INTEREST | $1,023,595 | $0 | $1,023,595 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,068,131 | TotalAmt |
| Program Services | $3,254,505 | ProgramServicesAmt |
| Management And General | $813,626 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,702,151,634 | TotalAmt |
| Program Services | $2,615,857,238 | ProgramServicesAmt |
| Management And General | $86,294,396 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $160,984,377 | BOYAmt |
| EOY | -$33,484,102 | 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 | $256,779,106 | BOYAmt |
| EOY | $240,635,672 | 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 | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,405,549 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $723,192,886 | BOYAmt |
| EOY | $622,773,231 | 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 | $2,000,000 | BOYAmt |
| EOY | $2,000,000 | 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 | $0 | BOYAmt |
| EOY | $156,482,148 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,156,361,918 | BOYAmt |
| EOY | $988,406,949 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $688,386,906 | BOYAmt |
| EOY | $577,985,504 | 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 | $0 | BOYAmt |
| EOY | $0 | 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 | $30,495,390 | BOYAmt |
| EOY | $114,691,884 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $718,882,296 | BOYAmt |
| EOY | $692,677,388 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $437,479,622 | BOYAmt |
| EOY | $295,729,561 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $437,479,622 | BOYAmt |
| EOY | $295,729,561 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,156,361,918 | BOYAmt |
| EOY | $988,406,949 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$128,283,725 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $14,927,704 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$28,394,040 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
| 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 | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp | |
| Equipment | EquipmentGrp | |
| Other Land Buildings | OtherLandBuildingsGrp |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| PHARMA. AND OTHER RECEIVABLES | $95,876,386 |
| RECEIVABLE FROM AFFILIATES | $60,605,762 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $156,482,148 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| PREMIUM DEFICIENCY RESERVE | $73,969,002 |
| AMOUNTS HELD UNDER UNINSURED PLANS | $30,994,051 |
| PREMIUM RECEIVED IN ADVANCE | $8,659,592 |
| PAYABLE TO AFFILIATES AND PARENT | $22,560 |
| INVESTMENT SETTLEMENTS PAYABLE | $244,865 |
| OTHER LIABILITIES | $801,814 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $114,691,884 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,587,173,947 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $14,927,704 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $14,927,704 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,572,246,243 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,621,666 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $1,621,666 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,573,867,909 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,700,529,968 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $2,700,529,968 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,621,666 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $1,621,666 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,702,151,634 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE D, PART X, LINE 2 | FormAndLineReferenceDesc |
| Explanation | ASC 740 (FKA FIN 48) FOOTNOTE THIS ORGANIZATION IS AN AFFILIATE OF POINT32HEALTH, INC. ("P32H"). THE BELOW FOOTNOTE DERIVES FROM THE CONSOLIDATED AUDITED FINCIAL STATEMENTS OF POINT32HEALTH, INC. AND AFFILIATES. THE COMPANY BELIEVES THAT THE POSITIONS TAKEN ON ITS INCOME TAX RETURNS FOR OPEN TAX YEARS WILL BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE ("IRS"). THEREFORE, P32H HAS NOT RECORDED ANY LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER ASC 740, INCOME TAXES. AS OF DECEMBER 31, 2024, THERE ARE NO UNRECOGNIZED TAX BENEFITS, AND THE COMPANY DOES NOT ANTICIPATE ANY SIGNIFICANT CHANGES IN THE AMOUNT OF UNRECOGNIZED TAX BENEFITS DURING THE NEXT TWELVE MONTHS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|
| CAMBRIDGE PUBLIC HEALTH COMMISSION | |||||||||
| 1493 CAMBRIDGE ST | CAMBRIDGE | MA | 02139 | 010676306 | 501(c)(3) | $95,000 | N/A | N/A | SPONSORSHIP: CHA HEALTH |
| CARIBE COMMUNICATIONS & PUBLICATIONS INC | |||||||||
| 175 MCCLELLAN HWY | EAST BOSTON | MA | 02128 | 042530767 | 501(c)(3) | $120,000 | N/A | N/A | SPONSORSHIP: VARIOUS EVENTS |
| CENTRO LAS AMERICAS INC | |||||||||
| 11 SYCAMORE ST | WORCESTER | MA | 016082213 | 042714991 | 501(c)(3) | $6,500 | N/A | N/A | SPONSORSHIP: VARIOUS EVENTS |
| CITY OF FALL RIVER | |||||||||
| 1 GOVERNMENT CTR | FALL RIVER | MA | 02722 | 046001387 | 501(c)(3) | $14,388 | N/A | N/A | SPONSORSHIP:VARIOUS EVENTS |
| DISABILITY POLICY CONSORTIUM | |||||||||
| 25 KINGSTON ST | BOSTON | MA | 02111 | 043570281 | 501(c)(3) | $30,000 | N/A | N/A | SPONSORSHIP: MEMORIAL AWARDS |
| GREATER NEW BEDFORD COMMUNITY HEALTH CENTER INC | |||||||||
| 874 PURCHASE ST | NEW BEDFORD | MA | 02740 | 042675800 | 501(c)(3) | $6,700 | N/A | N/A | SPONSORSHIP: HOLIDAY EVENTS |
| HEALTHFIRST FAMILY CARE CENTER | |||||||||
| 387 QUARRY ST | FALL RIVER | MA | 027232104 | 042503444 | 501(c)(3) | $14,300 | N/A | N/A | SPONSORSHIP: VARIOUS EVENTS |
| IMMIGRANTS' ASSISTANCE CENTER INC | |||||||||
| 58 CRAPO ST | NEW BEDFORD | MA | 027404782 | 042530908 | 501(c)(3) | $10,000 | N/A | N/A | SPONSORSHIP: MENTAL HEALTH |
| ORGANIZED YOUTH | |||||||||
| 1268 C BROADWAY | SAUGUS | MA | 019064709 | 844171641 | 501(c)(3) | $40,000 | N/A | N/A | SPONSORSHIP: GIVE BACK DAY |
| RI KIDS COUNT INC | |||||||||
| ONE UNION STATION | PROVIDENCE | RI | 029031758 | 061485449 | 501(c)(3) | $10,000 | N/A | N/A | SPONSORSHIP: KIDS COUNT EVENT |
| THE BOYS AND GIRLS CLUBS OF PROVIDENCE | |||||||||
| 550 WICKENDEN ST | PROVIDENCE | RI | 02903 | 050258929 | 501(c)(3) | $25,000 | N/A | N/A | SPONSORSHIP: WANSKUCK CLUBHOUSE |
| THE CITY OF CENTRAL FALLS | |||||||||
| 580 BROAD ST | CENTRAL FALLS | RI | 028632012 | 470942849 | 501(c)(3) | $10,000 | N/A | N/A | SPONSORSHIP: COMMUNITY PROGRAM |
| UMASS MEMORIAL HEALTH CARE | |||||||||
| 365 PLANTATION ST | WORCESTER | MA | 01605 | 043358566 | 501(c)(3) | $7,500 | N/A | N/A | SPONSORSHIP: VARIOUS EVENTS |
| UNITED WAY OF GREATER NEW BEDFORD INC | |||||||||
| 128 UNION ST | NEW BEDFORD | MA | 027406387 | 042104264 | 501(c)(3) | $5,500 | N/A | N/A | SPONSORSHIP: COMMUNITY EVENTS |
| UNITED WAY OF GREATER PLYMOUTH COUNTY | |||||||||
| 1041 PEARL ST | BROCKTON | MA | 023015538 | 042103940 | 501(c)(3) | $6,800 | N/A | N/A | SPONSORSHIP: VARIOUS EVENTS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 15 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS THE ORGANIZATION NORMALLY CONTRIBUTES ONLY TO TAX-EXEMPT ORGANIZATIONS UNDER 501(C)(3) AND CERTAIN GOVERNMENTAL UNITS, AS WELL AS SPONSORS EVENTS THAT BENEFIT THESE TYPES OF ORGANIZATIONS. THE ORGANIZATION CONTRIBUTES TO WELL ESTABLISHED, NON-PROFIT ORGANIZATIONS THAT HAVE ESTABLISHED POLICIES AND PROCEDURES FOR MONITORING THE USE OF FUNDS. THE ORGANIZATION MAY MAKE GRANTS TO OTHER ORGANIZATIONS THAT CONTRIBUTE SERVICES TO THE COMMUNITY CONSISTENT WITH THE ORGANIZATION'S MISSION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | Yes (true) | 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 | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (19 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CAIN HAYES | ||||||||||||||
| DIR. PRES. & CEO (END 9/24) | $0 | $979,462 | $0 | $3,054,752 | $0 | $498,075 | $0 | $22,382 | $0 | $19,981 | $0 | $4,574,652 | $0 | $183,763 |
| PHILIP BARR | ||||||||||||||
| EVP, PRESIDENT, MARKETS | $0 | $710,093 | $0 | $784,920 | $0 | $85,779 | $0 | $149,235 | $0 | $9,937 | $0 | $1,739,964 | $0 | $72,281 |
| TRACEY CARTER | ||||||||||||||
| FORMER SVP, CHIEF ACTUARY | $0 | $0 | $0 | $350,690 | $0 | $1,248,042 | $0 | $17,697 | $0 | $488 | $0 | $1,616,917 | $0 | $91,806 |
| PETE CHURCH | ||||||||||||||
| CHIEF PEOPLE & CULTURE OFFICER | $0 | $635,016 | $0 | $586,187 | $0 | $63,010 | $0 | $129,669 | $0 | $26,985 | $0 | $1,440,867 | $0 | $55,508 |
| ROLAND PRICE | ||||||||||||||
| FORMER TREASURER | $0 | $815 | $0 | $126,875 | $0 | $1,172,224 | $0 | $14,765 | $0 | $304 | $0 | $1,314,983 | $0 | $0 |
| UMESH KURPAD | ||||||||||||||
| FORMER CFO | $0 | $3,526 | $0 | $498,533 | $0 | $585,712 | $0 | $21,379 | $0 | $323 | $0 | $1,109,473 | $0 | $97,380 |
| R SCOTT WALKER | ||||||||||||||
| CFO & PRESIDENT (START 9/24) | $0 | $693,032 | $0 | $345,302 | $0 | $2,932 | $0 | $135,198 | $0 | $27,034 | $0 | $1,203,498 | $0 | $0 |
| MARK PORTER | ||||||||||||||
| TREASURER | $0 | $433,000 | $0 | $324,735 | $0 | $267,128 | $0 | $86,199 | $0 | $26,022 | $0 | $1,137,084 | $0 | $225,509 |
| KRISTIN LEWIS | ||||||||||||||
| CHIEF PUB & COMN AFF OFFICER | $0 | $442,629 | $0 | $474,467 | $0 | $81,500 | $0 | $87,269 | $0 | $30,876 | $0 | $1,116,741 | $0 | $78,011 |
| DEAN PEASLEY | ||||||||||||||
| SVP, OPERATIONS (END 4/24) | $0 | $105,334 | $0 | $299,692 | $0 | $435,066 | $0 | $21,657 | $0 | $9,748 | $0 | $871,497 | $0 | $102,219 |
| KATIE CATLENDER | ||||||||||||||
| COO (START 1/24) | $0 | $552,885 | $0 | $325,000 | $0 | $2,462 | $0 | $67,319 | $0 | $292 | $0 | $947,958 | $0 | $0 |
| ROBERT WILLIAMS | ||||||||||||||
| SVP, BUSINESS PERFORMANCE | $0 | $454,256 | $0 | $371,994 | $0 | $10,494 | $0 | $96,649 | $0 | $8,782 | $0 | $942,175 | $0 | $6,965 |
| TISA HUGHES | ||||||||||||||
| FORMER CLERK/SECRETARY | $0 | $36,117 | $0 | $609,522 | $0 | $178,783 | $0 | $23,751 | $0 | $7,739 | $0 | $855,912 | $0 | $57,138 |
| URCEL FIELDS | ||||||||||||||
| SVP, PRES. GOVT MKT(END 11/24) | $0 | $406,154 | $0 | $400,000 | $0 | $35,866 | $0 | $16,094 | $0 | $222 | $0 | $858,336 | $0 | $0 |
| SUSAN KEE | ||||||||||||||
| CLERK/SECRETARY, CLO | $0 | $499,421 | $0 | $174,827 | $0 | $22,572 | $0 | $92,127 | $0 | $1,138 | $0 | $790,085 | $0 | $18,517 |
| MARY MAHONEY | ||||||||||||||
| FORMER SVP, CLO | $0 | $0 | $0 | $705,784 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $705,784 | $0 | $0 |
| EILEEN AUEN | ||||||||||||||
| EXECUTIVE CHAIR (START 9/24) | $0 | $0 | $0 | $0 | $0 | $533,336 | $0 | $0 | $0 | $0 | $0 | $533,336 | $0 | $0 |
| THOMAS CROSWELL | ||||||||||||||
| FORMER CEO | $0 | $0 | $0 | $375,000 | $0 | $29,893 | $0 | $9,900 | $0 | $0 | $0 | $414,793 | $0 | $0 |
| PATRICIA HOWARD | ||||||||||||||
| FORMER COO | $0 | $0 | $0 | $0 | $0 | $232,740 | $0 | $0 | $0 | $0 | $0 | $232,740 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SCHEDULE J, PART I, LINE 3 | METHOD USED TO ESTABLISH CEO COMPENSATION TUFTS HEALTH PUBLIC PLANS, INC. RELIED ON ITS PARENT AND SOLE CORPORATE MEMBER, POINT32HEALTH, INC., TO ESTABLISH COMPENSATION FOR ITS CEO. THE METHODS USED BY POINT32HEALTH, INC. ARE AS FOLLOWS: -COMPENSATION COMMITTEE -INDEPENDENT COMPENSATION CONSULTANT -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE -WRITTEN EMPLOYMENT AGREEMENT ---------- |
| FORM 990, SCHEDULE J, PART I, LINE 4A | DETAIL OF SEVERANCE PAYMENTS THE FOLLOWING SENIOR LEADERS ALSO RECEIVED SEVERANCE PAYMENTS IN 2024: CAIN HAYES = $292,731 TRACEY CARTER = $483,832 URCEL FIELDS = $33,846 DEAN PEASLEY = $267,989 PATRICIA HOWARD = $232,740 ---------- |
| FORM 990, SCHEDULE J, PART I, LINE 4B | DISCRETIONARY RETIREMENT PLAN THE ORGANIZATION'S LEADERS PARTICIPATED IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN SPONSORED BY THEIR EMPLOYER, POINT32HEALTH SERVICES, INC., A RELATED PARTY. THE EMPLOYEES AND AMOUNTS LISTED ON SCHEDULE J, PART II, COLUMN C REFLECT EMPLOYER CONTRIBUTIONS TO THE SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. ---------- |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (17 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1 & PART III, LINE 1 | DETAIL REGARDING THE ORGANIZATION'S MISSION TUFTS HEALTH PUBLIC PLANS, INC.'S ("THPP") PURPOSE IS TO GUIDE AND EMPOWER HEALTHIER LIVES FOR EVERYONE. THPP SEEKS TO IMPROVE THE HEALTH AND WELLNESS OF THE DIVERSE COMMUNITIES IT SERVES BY ARRANGING FOR THE PROVISION OF COMPREHENSIVE HEALTH CARE SERVICES, INCLUDING PROVIDING COMMUNITY OUTREACH AND EDUCATION TO THE COMMUNITY IT SERVES. THE ORGANIZATION AIMS TO IMPROVE THE LIVES OF MASSACHUSETTS AND RHODE ISLAND RESIDENTS BY PROVIDING ACCESS TO HIGH-QUALITY, AFFORDABLE HEALTH CARE, PRIMARILY THROUGH MANAGED CARE PROGRAMS DIRECTED AT LOW TO MODERATE INCOME RESIDENTS OF THE COMMONWEALTH OF MASSACHUSETTS AND STATE OF RHODE ISLAND. THPP IS PART OF THE POINT32HEALTH ("P32H") FAMILY OF COMPANIES. ---------- |
| FORM 990, PART III, LINE 4D | DETAIL OF OTHER PROGRAM SERVICE ACCOMPLISHMENTS - RHODE ISLAND MEDICAID COVERAGE THE ORGANIZATION ALSO OFFERS MEDICAID COVERAGE TO RHODE ISLAND RESIDENTS THROUGH A MEDICAID MANAGED CARE ORGANIZATION PLAN. THE ORGANIZATION'S COVERAGE IS CALLED TUFTS HEALTH RI TOGETHER, AND IS SIMILAR TO THE MEDICAID COVERAGE OFFERED IN MASSACHUSETTS. ---------- |
| FORM 990, PART VI, LINE 2 | DETAIL OF FAMILY OR BUSINESS RELATIONSHIPS BUSINESS RELATIONSHIP - THE FOLLOWING INDIVIDUALS SERVED ON THE BOARDS OR WERE AN OFFICER OR KEY EMPLOYEE OF ONE OR MORE FOR-PROFIT ORGANIZATIONS AFFILIATED WITH THE FILING ORGANIZATION FROM 1/1/2024 TO 12/31/2024: CAIN HAYES, DIRECTOR; PRESIDENT & CEO (END 9/12/2024) SUSAN KEE, CLERK/SECR; CHIEF LEGAL OFFICER EILEEN AUEN, DIRECTOR, CHAIR; EXECUTIVE CHAIR (ADD'L EXECUTIVE CHAIR TITLE START 9/12/2024) R. SCOTT WALKER, CFO; PRESIDENT (ADD'L PRESIDENT TITLE START 9/12/2024) ------------ |
| FORM 990, PART VI, LINE 3 | DELEGATION OF CONTROL OF MANAGEMENT DUTIES THE FILING ORGANIZATION'S SOLE MEMBER IS POINT32HEALTH, INC. ITS AFFILIATE, POINT32HEALTH SERVICES, INC., PERFORMS CERTAIN MANAGEMENT, ADMINISTRATIVE, AND MARKETING SERVICES FOR THE FILING ORGANIZATION AND OTHER AFFILIATES. THE OFFICERS, KEY EMPLOYEES, AND HIGHEST COMPENSATED EMPLOYEES LISTED IN PART VII, SECTION A ARE EMPLOYEES OF POINT32HEALTH SERVICES, INC. THEIR COMPENSATION IS LISTED IN PART VII, SECTION A AND SCHEDULE J. ---------- |
| FORM 990, PART VI, LINE 6 | MEMBERS OR STOCKHOLDERS POINT32HEALTH, INC. ("P32H") IS THE SOLE CORPORATE MEMBER OF THE ORGANIZATION. ---------- |
| FORM 990, PART VI, LINE 7A | POWER TO ELECT OR APPOINT MEMBERS P32H AS THE SOLE CORPORATE MEMBER OF THE ORGANIZATION, ELECTS THE MEMBERS OF THE ORGANIZATION'S GOVERNING BODY. ---------- |
| FORM 990, PART VI, LINE 7B | DECISIONS RESERVED TO MEMBERS OR STOCKHOLDERS P32H, AS THE SOLE CORPORATE MEMBER OF THE ORGANIZATION, HAS THE RIGHT TO MAKE CERTAIN DECISIONS REGARDING THE ORGANIZATION, AND IS REQUIRED TO APPROVE ANY CHANGES TO THE ORGANIZATION'S BYLAWS. ---------- |
| FORM 990, PART VI, LINE 8B | CONTEMPORANEOUS BOARD MEETING DOCUMENTATION FOR A MAJORITY OF THE TIME, THE ORGANIZATION CONTEMPORANEOUSLY DOCUMENTS MEETINGS HELD AND WRITTEN ACTIONS UNDERTAKEN BY ITS GOVERNING BODY AND COMMITTEES. HOWEVER, ON LIMITED OCCASIONS, THE GOVERNING BODY OR A COMMITTEE MAY HAVE A SERIES OF CONFERENCE CALLS AND MINUTES FOR THOSE CALLS ARE NOT APPROVED UNTIL THE NEXT MEETING. ---------- |
| FORM 990, PART VI, LINE 11B | PROCESS USED TO REVIEW THE FORM 990 THIS FORM 990 WAS PREPARED BY THE ORGANIZATION'S EXTERNAL ACCOUNTANT, REVIEWED BY P32H'S FINANCE DEPARTMENT AND CERTAIN SECTIONS ARE REVIEWED FOR INPUT BY SUBJECT MATTER PERSONNEL IN OTHER DEPARTMENTS THROUGHOUT THE ORGANIZATION. THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS BEFORE FILING. ---------- |
| FORM 990, PART VI, LINE 12A & 12C | MONITORING & ENFORCEMENT OF COMPLIANCE WITH CONFLICT-OF-INTEREST POLICY: THE P32H'S CONFLICT OF INTEREST ("COI") POLICY AND PROCEDURES ("P&P") APPLIES TO THE FILING COMPANY AS A SUBSIDIARY ORGANIZATION. THE P32H'S COI P&P IS REVIEWED ANNUALLY, REVISED AS NEEDED AND APPROVED UPON MATERIAL REVISIONS. THE POLICY REQUIRES ALL EMPLOYEES, INCLUDING THE PRESIDENT AND CEO AND GOVERNING BODY MEMBERS TO COMPLY WITH THE COI POLICY AND PROCESSES. ALL EMPLOYEES RECEIVE ANNUAL COMPLIANCE TRAINING WHICH INCLUDE EXPECTATIONS RELATED TO FOLLOWING THE COI P&P. THE COI P&P REQUIRES THE OFFICERS, KEY EMPLOYEES AND BOARD OF DIRECTORS OF THE TAX-EXEMPT ENTITIES TO COMPLETE AND SUBMIT AN ANNUAL DISCLOSURE SURVEY AND STATEMENT TO THE CHIEF LEGAL OFFICER ("CLO") OR DESIGNEE IN THE LEGAL DEPARTMENT, LISTING ANY OUTSIDE RELATIONSHIPS, INCLUDING FINANCIAL AND/OR BOARD RELATIONSHIPS THAT THEY OR A FAMILY MEMBER HAVE WITH P32H'S (OR ITS SUBSIDIARIES) SUPPLIERS, PURCHASERS, PROVIDERS AND/OR COMPETITORS. ADDITIONALLY, P32H REQUIRES EXECUTIVE MANAGEMENT AND SENIOR MANAGEMENT (AS DEFINED IN THE COI POLICY) TO COMPLETE AND SUBMIT AN ANNUAL DISCLOSURE SURVEY AND STATEMENT TO THE CHIEF COMPLIANCE OFFICER OR DIRECTOR, CORPORATE COMPLIANCE. BY COMPLETING THE ANNUAL DISCLOSURE STATEMENT, THESE INDIVIDUALS ACKNOWLEDGE THE POINT32HEALTH COI P&P. ALL EMPLOYEES ARE REQUIRED TO REPORT THE OFFER BY AN OUTSIDE ENTITY OF GIFTS OVER $250, HONORARIA OR COVERAGE OF BUSINESS EXPENSES, OR OTHER EVENTS OR RELATIONSHIPS THAT MAY BE PERCEIVED AS CONFLICTS TO THE CHIEF COMPLIANCE OFFICER, DIRECTOR, CORPORATE COMPLIANCE OR DESIGNEE AND THE EMPLOYEE'S MANAGEMENT. BOTH MUST APPROVE BEFORE ACCEPTANCE IS ALLOWED. THERE ARE PROTOCOLS AND PROCESSES TO REVIEW ANY DISCLOSURE THAT MIGHT BE A POTENTIAL CONFLICT OF INTEREST. BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES' RESPONSES TO THE DISCLOSURE SURVEY AND STATEMENT ARE REVIEWED BY THE CLO, WHO WILL REVIEW THE SELF-DISCLOSURE WITH THE CHAIR OF THE GOVERNANCE COMMITTEE OF THE BOARD OF DIRECTORS OF P32H AND DETERMINE EXPECTATIONS AND RECOMMENDED ACTIONS IF NEEDED. A SUMMARY REPORT OF ALL DISCLOSED ACTUAL OR POTENTIAL CONFLICTS ALONG WITH ANY RECOMMENDED ACTIONS TO ADDRESS A DISCLOSED ACTUAL OR POTENTIAL CONFLICT IS REVIEWED AND APPROVED BY THE GOVERNANCE COMMITTEE AND THE COMMITTEE'S REVIEW/FINDINGS ARE REPORTED TO THE FULL BOARD. THE CLO COMMUNICATES THE RECOMMEND ACTIONS TO INDIVIDUAL SURVEY RECIPIENTS. THE CHIEF COMPLIANCE OFFICER IS CONSULTED AND INFORMED OF THE DECISIONS MADE BY THE CLO OR LEGAL DESIGNEE. EXECUTIVE MANAGEMENT AND SENIOR MANAGEMENT'S RESPONSES TO THE DISCLOSURE SURVEY AND STATEMENT ARE REVIEWED BY THE DIRECTOR, CORPORATE COMPLIANCE, LEGAL, AND CHIEF COMPLIANCE OFFICER, WHO WILL REPORT TO THE CLO ANY POTENTIAL CONFLICTS ALONG WITH ANY RECOMMENDED ACTIONS TO ADDRESS THE POTENTIAL CONFLICT, IF NECESSARY. RECOMMENDED ACTIONS/EXPECTATIONS ARE COMMUNICATED BY THE DIRECTOR, CORPORATE COMPLIANCE/CHIEF COMPLIANCE OFFICER TO IMPACTED INDIVIDUALS. FOR CONFLICT DISCLOSURES INVOLVING THE CHIEF COMPLIANCE OFFICER, THE CLO WILL MAKE THE FINAL DETERMINATION. ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST THAT ARISES AFTER COMPLETION OF THE DISCLOSURE SURVEY WILL FOLLOW THE SAME REVIEW PROCESS. ---------- |
| FORM 990, PART VI, LINE 13 | WRITTEN WHISTLEBLOWER/NON-RETALIATION POLICY THE FILING ORGANIZATION IS SUBJECT TO THE WRITTEN WHISTLEBLOWER/NON-RETALIATION POLICY WITHIN THE CODE OF CONDUCT THAT WAS APPROVED BY THE BOARD OF DIRECTORS OF P32H. ---------- |
| FORM 990, PART VI, LINE 14 | WRITTEN DOCUMENT RETENTION POLICY THE FILING ORGANIZATION IS SUBJECT TO THE WRITTEN DOCUMENT RETENTION POLICY AND RECORD RETENTION SCHEDULE OF P32H. ---------- |
| FORM 990, PART VI, LINE 15A & 15B | COMPENSATION REVIEW AND APPROVAL THE FILING ORGANIZATION'S PARENT COMPANY, P32H HAS AN INDEPENDENT HUMAN RESOURCES COMMITTEE (THE "COMMITTEE") THAT ANNUALLY REVIEWS THE TOTAL REMUNERATION OPPORTUNITIES, POLICIES AND PROGRAMS OF THE CEO AND CERTAIN EXECUTIVES, INCLUDING OTHER OFFICERS AND KEY EMPLOYEES AS WELL AS INDIVIDUALS THE COMMITTEE DEEMS APPROPRIATE TO REVIEW. THE COMMITTEE IS COMPRISED OF INDEPENDENT DIRECTORS OF THE COMPANY. THE COMMITTEE CONSIDERS MARKET DATA AND ANALYSES ASSEMBLED BY INDEPENDENT AND INTERNAL COMPENSATION CONSULTANTS WITH THE GOAL TO DETERMINE EXECUTIVE TOTAL REMUNERATION THAT IS REASONABLE AND COMPETITIVE WITHIN THE INDUSTRY AND GEOGRAPHY IN WHICH P32H OPERATES. ---------- |
| FORM 990, PART VI, LINE 19 | PROCESS FOR MAKING DOCUMENTS AVAILABLE TO THE PUBLIC THE ORGANIZATION'S GOVERNING DOCUMENTS, COI POLICY, AND ANNUAL FINANCIAL REPORT AND QUARTERLY FINANCIAL UPDATES ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. ---------- |
| FORM 990, PART VII | SUPPLEMENTAL COMPENSATION INFORMATION GREG SHELL DID NOT EARN COMPENSATION IN 2024. ---------- |
| FORM 990, PART XI, LINE 9 | DETAIL OF OTHER CHANGES IN NET ASSETS CHANGE IN NON-ADMITTED ASSETS $(8,394,040) PAID IN CAPITAL $(20,000,000) --------------- TOTAL $(28,394,040) ---------- |
| FORM 990, PART XII, LINE 1 | ACCOUNTING METHOD USED TO PREPARE FORM 990 THPP FOLLOWS THE STATUTORY ACCOUNTING METHOD PRESCRIBED BY THE NATIONAL ASSOCIATION OF INSURANCE COMMISSIONERS' ACCOUNTING PRACTICES AND PROCEDURES MANUAL FOR STATUTORY ACCOUNTING PRINCIPLES. ---------- |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| HPHC OF NEW ENGLAND INC | ||||||||||
| 1 WELLNESS WAY | CANTON | MA | 02021 | 042663394 | HEALTH INSURA | MA | 501(C)(4) | N/A | HPHCINC | Yes (true) |
| POINT32HEALTH FOUNDATION INC | ||||||||||
| 1 WELLNESS WAY | CANTON | MA | 02021 | 261374263 | GRANT MAKING | MA | 501 (C)(3) | 12A | TAHMO | Yes (true) |
| POINT32HEALTH INC | ||||||||||
| 1 WELLNESS WAY | CANTON | MA | 02021 | 814089215 | HEALTHCARE | MA | 501(C)(4) | N/A | NA | false |
| CARE PARTNERS OF CONNECTICUT INC | ||||||||||
| 1 WELLNESS WAY | CANTON | MA | 02021 | 822604728 | HMO | CT | 501(C)(4) | N/A | TAHMO | Yes (true) |
| TUFTS ASSOC HEALTH MAINTEN ORG INC | ||||||||||
| 1 WELLNESS WAY | CANTON | MA | 02021 | 042674079 | HMO | MA | 501(C)(4) | N/A | P32H | Yes (true) |
| HPHC INC | ||||||||||
| 1 WELLNESS WAY | CANTON | MA | 02021 | 042452600 | HEALTH INSURA | MA | 501(C)(3) | 10 | P32H | Yes (true) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt |
|---|---|---|---|---|---|---|---|---|
| CAREPARTNERS OF CT HOLDINGS LLC | ||||||||
| 1 WELLNESS WAY | CANTON | MA | 02021 | 823129930 | HOLDING COMPANY | CT | TAHMO | N/A |
| CLARION MANAGEMENT SOLUTIONS LLC | ||||||||
| 1212 CORPORATE DRIVE SUITE 225 | IRVING | TX | 75038 | 822713764 | CLINICAL CONSUL | DE | EH NEXUS | N/A |
| EMPLOYERS HEALTH NEXUS LLC | ||||||||
| 1500 W PARK DRIVE SUITE 330 | WESTBOROUGH | MA | 01581 | 882938454 | HOLDING COMPANY | MA | HEALTH PLANS | N/A |
| EMPLOYERS HEALTH NETWORK LLC | ||||||||
| 1212 CORPORATE DRIVE SUITE 225 | IRVING | TX | 75038 | 471678150 | SELF INSURANCE | DE | EH NEXUS | N/A |
| KP VENTURES LLC SERIES B | ||||||||
| 1 KAISER PLAZA | OAKLAND | CA | 94612 | 273339892 | HEALTHCARE | CA | TAHMO | N/A |
| KP VENTURES LLC SERIES D | ||||||||
| 1 KAISER PLAZA | OAKLAND | CA | 94612 | 471874366 | HEALTHCARE | CA | TAHMO | N/A |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| HPHC INSURANCE COMPANY INC | |||||||||
| 1 WELLNESS WAY | CANTON | MA | 02021 | 043149694 | HEALTH INSURANCE | MA | NEW HPHC HOLDCO | C CORP | Yes (true) |
| PLAN MARKETING INSURANCE AGENCY INC | |||||||||
| 1500 W PARK DRIVE STE 330 | WESTBOROUGH | MA | 01581 | 042734281 | BROKERAGE | MA | HEALTH PLANS | C CORP | Yes (true) |
| HPHC INSURANCE AGENCY INC | |||||||||
| 1 WELLNESS WAY | CANTON | MA | 02021 | 043016201 | BROKERAGE | MA | NEW HPHC HOLDCO | C CORP | Yes (true) |
| HEALTH PLANS INC | |||||||||
| 1500 W PARK DRIVE STE 330 | WESTBOROUGH | MA | 01581 | 042734278 | TPA | MA | NEW HPHC HOLDCO | C CORP | Yes (true) |
| CARE MANAGEMENT SERVICES INC | |||||||||
| 1500 W PARK DRIVE STE 330 | WESTBOROUGH | MA | 01581 | 043438779 | CARE MANAGEMENT | MA | HEALTH PLANS | C CORP | Yes (true) |
| NEW HPHC HOLDING CORPORATION | |||||||||
| 1 WELLNESS WAY | CANTON | MA | 02021 | 815340662 | HOLDING COMPANY | DE | HPHC INC | C corp | Yes (true) |
| POINT32HEALTH SERVICES INC | |||||||||
| 1 WELLNESS WAY | CANTON | MA | 02021 | 042985923 | MANAGEMENT SVCS | DE | TAHMO | C CORP | Yes (true) |
| TUFTS INSURANCE COMPANY | |||||||||
| 1 WELLNESS WAY | CANTON | MA | 02021 | 043319729 | INSURANCE | MA | P32H SRVCS INC | C CORP | Yes (true) |
| TUFTS BENEFIT ADMINISTRATORS INC | |||||||||
| 1 WELLNESS WAY | CANTON | MA | 02021 | 043270923 | TPA | MA | P32H SRVCS INC | C CORP | Yes (true) |
| TOTAL HEALTH PLAN INC | |||||||||
| 1 WELLNESS WAY | CANTON | MA | 02021 | 042918943 | TPA | MA | P32H SRVCS INC | C CORP | Yes (true) |
| TAHP BROKERAGE CORPORATION | |||||||||
| 1 WELLNESS WAY | CANTON | MA | 02021 | 043072692 | BROKERAGE | MA | P32H SRVCS INC | C CORP | Yes (true) |
| INTEGRA PARTNERS HOLDINGS INC | |||||||||
| 100 WALL ST STE 2502 | NEW YORK | NY | 10005 | 453032233 | MED EQUIPT & SVCS | NY | TAHMO | C CORP | Yes (true) |
| 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 | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| TUFTS ASSOC HEALTH MAINTEN ORG INC | ||
| P,Q | $12,131,352 | FMV |
| POINT32HEALTH SERVICES INC | ||
| P,Q | $18,405,490 | FMV |
| POINT32HEALTH INC | ||
| B | -$50,000,000 | CASH |
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