HEALTH PARTNERS PLANS INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- HEALTH PARTNERS PLANS INC (EIN 23-2379751)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-09
- IRS object ID
- 201503139349301585
- Schema version
- 2014v5.0
- 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 | 2015-11-09T13:27:29-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1676 International Drive | AddressLine1Txt |
| City | McLean | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232379751 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Health Partners Plans Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JOHN SEHI | InCareOfNm |
| Business Name Control | HEAL | BusinessNameControlTxt |
| Phone | 2159914180 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 Market Street | AddressLine1Txt |
| City | Philadelphia | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19107 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John Sehi | PersonNm |
| Person Title | SR VP Finance and CFO | PersonTitleTxt |
| Phone | 2219914180 | PhoneNum |
| Signature | 2015-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jocelyne Miller | PreparerPersonNm |
| PTIN | P00634378 | PTIN |
| Phone | 7032868000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | William George | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 Market Street | AddressLine1Txt |
| City | Philadelphia | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $981,599,029 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | www.healthpartnersplans.com | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1987 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | Health Partners is a licensed health maintenance organization (HMO) committed to building a healthier community in Southeastern Pennsylvania. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 763 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,001,991,956 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $916,046,856 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,124,175 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,812,129 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,004,116,131 | PYTotalRevenueAmt |
| CY Total Revenue | $918,858,985 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $57,117,525 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $66,598,546 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $947,242,345 | PYOtherExpensesAmt |
| CY Other Expenses | $860,800,197 | CYOtherExpensesAmt |
| PY Total Expenses | $1,004,359,870 | PYTotalExpensesAmt |
| CY Total Expenses | $927,398,743 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$243,739 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$8,539,758 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $306,844,422 | TotalAssetsBOYAmt |
| Total Assets EOY | $309,333,650 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $206,577,166 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $216,473,810 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $100,267,256 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $92,859,840 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Significant New Program Srvc | Yes (true) | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $577,369,658 | ExpenseAmt |
| Revenue | $828,753,389 | RevenueAmt |
| Desc | The Company provides for the provision of physical and certain behavioral health (primarily behavioral-related pharmaceutical coverage) Medical Assistance (MA) Program benefits to enrolled MA recipients residing in Philadelphia and four surrounding counties - Bucks, Chester, Delaware, and Montgomery - pursuant to an agreement with the Department of Public Welfare of the Commonwealth of Pennsylvania (DHS) (the HealthChoices Agreement). In addition, the Company is responsible for covering all mandated behavioral health pharmaceuticals to members enrolled as prescribed. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $14,897,550 | ExpenseAmt |
| Revenue | $22,214,761 | RevenueAmt |
| Desc | The Company also provides comprehensive (physical and behavioral) health insurance through the Commonwealth of Pennsylvania's Children's Health Insurance Program (CHIP). The Company's CHIP program, KidzPartners, provides for the provision of physical and behavioral health to uninsured children and teens up to age 19 who are eligible through CHIP. The Company provides program benefits to enrolled CHIP recipients residing in Philadelphia, Bucks, Delaware, Montgomery and Chester counties pursuant to an agreement with the Department of Insurance of the Commonwealth of Pennsylvania (PID). | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $65,094,742 | ExpenseAmt |
| Revenue | $65,078,706 | RevenueAmt |
| Desc | The Company provides comprehensive (physical and behavioral) health insurance through its Medicare Advantage program and products through a contract with the Centers for Medicare & Medicaid Services (CMS). The Company's program, Health Partners Medicare, which commenced in 2014, provides for the provision of physical and behavioral health. The Company offers several products and program benefits to enrolled Medicare members residing in Philadelphia County pursuant to its agreement with CMS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $657,361,950 | 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 |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 3581 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 763 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | Yes (true) | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN SEHI | PersonNm |
| Phone | 2159914180 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 MARKET STREET | AddressLine1Txt |
| City | Philadelphia | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (37 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| BARRY R FREEDMAN | |||||||||
| CHAIR | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| KENNETH I TRUJILLO ESQUIRE | |||||||||
| VICE CHAIR (UNTIL 03/2014) | 4.0 | 0.0 | Yes (X) | $5,000 | $0 | $0 | |||
| MICHAEL HALTER | |||||||||
| SECRETARY/TREASURER | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| LOREE D JONES | |||||||||
| VICE CHAIR (BEGIN 03/2014) | 4.0 | 0.0 | Yes (X) | $6,000 | $0 | $0 | |||
| KATHLEEN KINSLOW | |||||||||
| DIRECTOR | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ANDREW DEVOE | |||||||||
| DIRECTOR | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT H LUX | |||||||||
| DIRECTOR | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| VERDI J DISESA MD MBA | |||||||||
| DIRECTOR | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| CAROLYN B JACKSON | |||||||||
| DIRECTOR | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DENNIS COOK | |||||||||
| DIRECTOR | 4.0 | 0.0 | Yes (X) | $6,000 | $0 | $0 | |||
| JEFFREY BROSS | |||||||||
| DIRECTOR | 4.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM S GEORGE | |||||||||
| PRESIDENT & CEO | 40.0 | 0.0 | $985,018 | $0 | $113,684 | Yes (X) | |||
| ELAINE MARKEZIN | |||||||||
| SVP OPERATIONS | 40.0 | 0.0 | $471,172 | $0 | $70,089 | Yes (X) | |||
| ROLANDO PORTOCARRERO | |||||||||
| CFO (UNTIL 04/2014) | 40.0 | 0.0 | $631,046 | $0 | $38,101 | Yes (X) | |||
| STEVEN E SZEBENYI | |||||||||
| CHIEF MEDICAL OFFICER | 40.0 | 0.0 | $580,431 | $0 | $54,337 | Yes (X) | |||
| KAREN ARMSTRONG | |||||||||
| TREASURER | 40.0 | 0.0 | $202,349 | $0 | $20,832 | Yes (X) | |||
| HAL W AUGUSTINE | |||||||||
| VP CHIEF INFORMATION OFFICER | 40.0 | 0.0 | $327,322 | $0 | $22,165 | Yes (X) | |||
| DONATO DADDARIO | |||||||||
| SVP PHARMACY | 40.0 | 0.0 | $423,258 | $0 | $54,260 | Yes (X) | |||
| ANDREA C D'ANGELO | |||||||||
| VP MEDICAL MANAGEMENT | 40.0 | 0.0 | $211,291 | $0 | $14,939 | Yes (X) | |||
| LOVELL T HARMON | |||||||||
| SVP BUS DEV (BEGIN 10/2014) | 40.0 | 0.0 | $301,746 | $0 | $30,834 | Yes (X) | |||
| JUDY B HARRINGTON | |||||||||
| SVP BUS DEV (UNTIL 10/2014) | 40.0 | 0.0 | $382,697 | $0 | $55,172 | Yes (X) | |||
| MERLEEN HARRIS-WILLIAMS | |||||||||
| SENIOR MEDICAL DIRECTOR | 40.0 | 0.0 | $301,395 | $0 | $40,164 | Yes (X) | |||
| REBECCA A KOHL | |||||||||
| VP NETWORK MANAGEMENT | 40.0 | 0.0 | $208,814 | $0 | $26,488 | Yes (X) | |||
| EDMUND L LAFER | |||||||||
| MEDICAL DIRECTOR | 40.0 | 0.0 | $227,208 | $0 | $24,738 | Yes (X) | |||
| INDIRA MAHIDHARA | |||||||||
| MEDICAL DIRECTOR | 40.0 | 0.0 | $228,575 | $0 | $23,753 | Yes (X) | |||
| MARK J NOONAN | |||||||||
| CHIEF ACTUARY | 40.0 | 0.0 | $229,095 | $0 | $24,251 | Yes (X) | |||
| JOHN J SEHI | |||||||||
| VP FINANCE | 40.0 | 0.0 | $331,820 | $0 | $41,468 | Yes (X) | |||
| VICKI L SESSOMS | |||||||||
| SVP RESOURCE MGMT & COMPLIANCE | 40.0 | 0.0 | $453,995 | $0 | $57,052 | Yes (X) | |||
| CAROL A SMOLIJ | |||||||||
| VP & CHIEF OF STAFF HCM | 40.0 | 0.0 | $250,305 | $0 | $37,840 | Yes (X) | |||
| KATHLEEN F THEVENY | |||||||||
| VP OPERATIONS | 40.0 | 0.0 | $208,325 | $0 | $21,116 | Yes (X) | |||
| PAUL TRAFICANTI | |||||||||
| MEDICAL DIRECTOR | 40.0 | 0.0 | $237,042 | $0 | $36,858 | Yes (X) | |||
| RAMESH J VANGALA | |||||||||
| VP PHARMACY SERVICES | 40.0 | 0.0 | $209,038 | $0 | $15,597 | Yes (X) | |||
| JOHNNA W BAKER | |||||||||
| VP LEGAL AFFAIRS | 40.0 | 0.0 | $293,302 | $0 | $37,825 | Yes (X) | |||
| KEARLINE D JONES | |||||||||
| VP GRC & COMPLIANCE OFFICER | 40.0 | 0.0 | $223,138 | $0 | $15,600 | Yes (X) | |||
| RANDY L MINTZ-PRESANT | |||||||||
| VP CORP COMMS PUBLIC AFFAIRS | 40.0 | 0.0 | $272,308 | $0 | $32,548 | Yes (X) | |||
| CAROLINE E RUSSELL | |||||||||
| VP MEMBER RELATIONS | 40.0 | 0.0 | $220,064 | $0 | $27,305 | Yes (X) | |||
| David C Hopper | |||||||||
| DIRECTOR ENTERPRISE DATA MGMT | 40.0 | 0.0 | $208,827 | $0 | $29,745 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $8,636,581 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $966,761 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 85 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | 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 |
|---|---|---|---|---|---|
| Ritter Insurance Marketing | |||||
| 2600 Commerce Drive | Harrisburg | PA | 17110 | Med Insurance Broker | $1,388,420 |
| Accordant Health Service | |||||
| 4900 Kroger Blvd Suite 100 | Greensboro | NC | 27407 | Care Management | $1,151,550 |
| Emdeon Business Service Master LLC | |||||
| PO Box 572490 | Salt Lake City | UT | 841572490 | Claims Clearinghouse | $936,083 |
| Human Arc Corporation | |||||
| PO Box 637901 | Cincinnati | OH | 452637901 | Rev Enhancement SVCS | $777,000 |
| OptumInsight Inc | |||||
| 2712-14 N 5th St 2nd Floor | Nashville | TN | 372410839 | Care Management | $753,927 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 38 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Medicaid | 524114 | $655,915,271 | $655,915,271 |
| Medicare | 524114 | $65,078,706 | $65,078,706 |
| CHIP | 524114 | $22,214,761 | $22,214,761 |
| Medicaid Premium Non-Risk | 524114 | $172,838,118 | $172,838,118 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $916,046,856 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,590,493 | TotalRevenueColumnAmt |
| Exclusion | $2,590,493 | 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 | $62,961,680 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $62,740,044 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $221,636 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $221,636 | TotalRevenueColumnAmt |
| Exclusion | $221,636 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
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 | $918,858,985 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $916,046,856 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,812,129 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,225,678 | TotalAmt |
| Management And General | $8,225,678 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,210,852 | TotalAmt |
| Management And General | $45,210,852 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,316,569 | TotalAmt |
| Management And General | $3,316,569 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,908,298 | TotalAmt |
| Management And General | $5,908,298 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,937,149 | TotalAmt |
| Management And General | $3,937,149 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $264,096 | TotalAmt |
| Management And General | $264,096 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $632,368 | TotalAmt |
| Management And General | $632,368 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,663 | TotalAmt |
| Management And General | $189,663 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $256,507 | TotalAmt |
| Management And General | $256,507 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,485,252 | TotalAmt |
| Management And General | $2,485,252 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,976,521 | TotalAmt |
| Management And General | $1,976,521 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,137,945 | TotalAmt |
| Management And General | $4,137,945 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,606,514 | TotalAmt |
| Management And General | $7,606,514 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,250,432 | TotalAmt |
| Management And General | $3,250,432 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,548 | TotalAmt |
| Management And General | $136,548 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,817 | TotalAmt |
| Management And General | $108,817 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,158,021 | TotalAmt |
| Management And General | $3,158,021 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $878,915 | TotalAmt |
| Management And General | $878,915 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Medical Services | $657,361,950 | $657,361,950 | |
| DFW Pass Throughs | $172,838,118 | $172,838,118 | |
| Quality Assurance | $2,325,458 | $2,325,458 | |
| MEDICARE SELLING EXPENSE | $1,635,501 | $1,635,501 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,557,571 | TotalAmt |
| Management And General | $1,557,571 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $927,398,743 | TotalAmt |
| Program Services | $657,361,950 | ProgramServicesAmt |
| Management And General | $270,036,793 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,866,421 | BOYAmt |
| EOY | $2,656,540 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,851,612 | BOYAmt |
| EOY | $57,617,528 | 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 | $106,195,389 | BOYAmt |
| EOY | $137,884,222 | 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 | $1,531,771 | BOYAmt |
| EOY | $1,650,004 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $37,753,544 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $26,722,817 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,521,398 | BOYAmt |
| EOY | $11,030,727 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,877,831 | BOYAmt |
| EOY | $98,494,629 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $306,844,422 | BOYAmt |
| EOY | $309,333,650 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $175,352,576 | BOYAmt |
| EOY | $203,861,871 | 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 | $1,940,175 | BOYAmt |
| EOY | $1,381,578 | 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 | $29,284,415 | BOYAmt |
| EOY | $11,230,361 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $206,577,166 | BOYAmt |
| EOY | $216,473,810 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
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 | $7,791,883 | BOYAmt |
| EOY | $8,591,883 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,475,373 | BOYAmt |
| EOY | $84,267,957 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,267,256 | BOYAmt |
| EOY | $92,859,840 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $306,844,422 | BOYAmt |
| EOY | $309,333,650 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$8,539,758 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $332,342 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $800,000 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,845,450 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,047,935 | DepreciationAmt |
| Book Value | $3,797,515 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,138,207 | OtherCostOrOtherBasisAmt |
| Depreciation | $983,044 | DepreciationAmt |
| Book Value | $1,155,163 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $30,769,887 | OtherCostOrOtherBasisAmt |
| Depreciation | $24,691,838 | DepreciationAmt |
| Book Value | $6,078,049 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $11,030,727 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO AFFILIATES | $6,772,425 |
| LEASE INCENTIVE OBLIGATION | $797,575 |
| DEFERRED RENT LIABILITY | $3,660,361 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $11,230,361 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $912,566,082 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $912,566,082 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $256,507 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $6,036,396 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $6,292,903 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $918,858,985 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $921,105,838 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $921,105,838 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $256,507 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $6,036,398 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $6,292,905 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $927,398,743 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part XI, Line 4b | Ceded Expenses $5,882,167 Other Fees and Interest Expense $ 154,229 Rounding $ 2 ---------- Total $6,036,398 |
| Schedule D, Part XII, Line 4b | Ceded Expenses $5,882,167 Other Fees and Interest Expense $ 154,229 ---------- Total $6,036,396 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| 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 | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (26 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KAREN ARMSTRONG | ||||||||||||||
| TREASURER | $160,533 | $0 | $41,040 | $0 | $776 | $0 | $13,203 | $0 | $7,629 | $0 | $223,181 | $0 | $0 | $0 |
| HAL W AUGUSTINE | ||||||||||||||
| VP CHIEF INFORMATION OFFICER | $257,814 | $0 | $63,447 | $0 | $6,061 | $0 | $20,800 | $0 | $1,365 | $0 | $349,487 | $0 | $0 | |
| JOHNNA W BAKER | ||||||||||||||
| VP LEGAL AFFAIRS | $233,808 | $0 | $58,774 | $0 | $720 | $0 | $17,069 | $0 | $20,756 | $0 | $331,127 | $0 | $0 | $0 |
| DONATO DADDARIO | ||||||||||||||
| SVP PHARMACY | $226,651 | $0 | $189,165 | $0 | $7,442 | $0 | $32,748 | $0 | $21,512 | $0 | $477,518 | $0 | $0 | $0 |
| ANDREA C D'ANGELO | ||||||||||||||
| VP MEDICAL MANAGEMENT | $165,084 | $0 | $39,008 | $0 | $7,199 | $0 | $13,828 | $0 | $1,111 | $0 | $226,230 | $0 | $0 | $0 |
| WILLIAM S GEORGE | ||||||||||||||
| PRESIDENT & CEO | $491,413 | $0 | $452,606 | $0 | $40,999 | $0 | $79,467 | $0 | $34,217 | $0 | $1,098,702 | $0 | $0 | $0 |
| LOVELL T HARMON | ||||||||||||||
| SVP BUS DEV (BEGIN 10/2014) | $220,414 | $0 | $80,865 | $0 | $467 | $0 | $12,330 | $0 | $18,504 | $0 | $332,580 | $0 | $0 | $0 |
| JUDY B HARRINGTON | ||||||||||||||
| SVP BUS DEV (UNTIL 10/2014) | $224,247 | $0 | $152,647 | $0 | $5,803 | $0 | $28,013 | $0 | $27,159 | $0 | $437,869 | $0 | $0 | |
| MERLEEN HARRIS-WILLIAMS | ||||||||||||||
| SENIOR MEDICAL DIRECTOR | $237,675 | $0 | $61,656 | $0 | $2,064 | $0 | $15,387 | $0 | $24,777 | $0 | $341,559 | $0 | $0 | $0 |
| KEARLINE D JONES | ||||||||||||||
| VP GRC & COMPLIANCE OFFICER | $176,683 | $0 | $45,578 | $0 | $877 | $0 | $7,371 | $0 | $8,229 | $0 | $238,738 | $0 | $0 | $0 |
| REBECCA A KOHL | ||||||||||||||
| VP NETWORK MANAGEMENT | $165,149 | $0 | $42,848 | $0 | $817 | $0 | $9,994 | $0 | $16,494 | $0 | $235,302 | $0 | $0 | $0 |
| EDMUND L LAFER | ||||||||||||||
| MEDICAL DIRECTOR | $207,400 | $0 | $17,896 | $0 | $1,912 | $0 | $16,881 | $0 | $7,857 | $0 | $251,946 | $0 | $0 | $0 |
| INDIRA MAHIDHARA | ||||||||||||||
| MEDICAL DIRECTOR | $205,963 | $0 | $22,167 | $0 | $445 | $0 | $15,906 | $0 | $7,847 | $0 | $252,328 | $0 | $0 | $0 |
| ELAINE MARKEZIN | ||||||||||||||
| SVP OPERATIONS | $293,921 | $0 | $173,687 | $0 | $3,564 | $0 | $38,151 | $0 | $31,938 | $0 | $541,261 | $0 | $0 | $0 |
| RANDY L MINTZ-PRESANT | ||||||||||||||
| VP CORP COMMS PUBLIC AFFAIRS | $176,403 | $0 | $39,658 | $0 | $56,247 | $0 | $15,846 | $0 | $16,702 | $0 | $304,856 | $0 | $0 | $0 |
| MARK J NOONAN | ||||||||||||||
| CHIEF ACTUARY | $173,023 | $0 | $44,977 | $0 | $11,095 | $0 | $7,715 | $0 | $16,536 | $0 | $253,346 | $0 | $0 | $0 |
| ROLANDO PORTOCARRERO | ||||||||||||||
| CFO (UNTIL 04/2014) | $152,562 | $0 | $169,350 | $0 | $309,134 | $0 | $23,074 | $0 | $15,027 | $0 | $669,147 | $0 | $0 | $0 |
| CAROLINE E RUSSELL | ||||||||||||||
| VP MEMBER RELATIONS | $173,551 | $0 | $44,898 | $0 | $1,615 | $0 | $11,138 | $0 | $16,167 | $0 | $247,369 | $0 | $0 | $0 |
| JOHN J SEHI | ||||||||||||||
| VP FINANCE | $247,205 | $0 | $69,270 | $0 | $15,345 | $0 | $20,712 | $0 | $20,756 | $0 | $373,288 | $0 | $0 | $0 |
| VICKI L SESSOMS | ||||||||||||||
| SVP RESOURCE MGMT & COMPLIANCE | $277,181 | $0 | $162,446 | $0 | $14,368 | $0 | $36,297 | $0 | $20,755 | $0 | $511,047 | $0 | $0 | $0 |
| CAROL A SMOLIJ | ||||||||||||||
| VP & CHIEF OF STAFF HCM | $196,018 | $0 | $40,825 | $0 | $13,462 | $0 | $17,151 | $0 | $20,689 | $0 | $288,145 | $0 | $0 | $0 |
| STEVEN E SZEBENYI | ||||||||||||||
| CHIEF MEDICAL OFFICER | $356,792 | $0 | $206,178 | $0 | $17,461 | $0 | $27,900 | $0 | $26,437 | $0 | $634,768 | $0 | $0 | $0 |
| KATHLEEN F THEVENY | ||||||||||||||
| VP OPERATIONS | $164,139 | $0 | $41,904 | $0 | $2,282 | $0 | $13,461 | $0 | $7,655 | $0 | $229,441 | $0 | $0 | $0 |
| PAUL TRAFICANTI | ||||||||||||||
| MEDICAL DIRECTOR | $198,102 | $0 | $38,293 | $0 | $647 | $0 | $16,160 | $0 | $20,698 | $0 | $273,900 | $0 | $0 | $0 |
| RAMESH J VANGALA | ||||||||||||||
| VP PHARMACY SERVICES | $161,718 | $0 | $40,585 | $0 | $6,735 | $0 | $13,746 | $0 | $1,851 | $0 | $224,635 | $0 | $0 | $0 |
| David C Hopper | ||||||||||||||
| DIRECTOR ENTERPRISE DATA MGMT | $172,965 | $0 | $33,486 | $0 | $2,376 | $0 | $13,613 | $0 | $16,132 | $0 | $238,572 | $0 | $0 | |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form Sch J Part I Line 4b | In 2008 HPP established the Health Partners Plans, Inc. Retirement Benefit Restoration Plan, to provide a select group of senior management employees with retirement benefits, under a supplemental nonqualified retirement plan. In 2008 HPP established a second nonqualified plan to provide the President and CEO with retirement benefits. In 2013 a new supplemental nonqualified retirement plan, Health Partners Plans, Inc. Second Supplemental Retirement Plan, was established to replace the 2008 plan. |
| Form Sch J Part I Line 7 | Annually, at the end of each calendar year, management proposes bonus incentives to the compensation committee for the upcoming year. The incentives proposed are discussed and finalized by the committee. At the end of the year, the Internal Audit Department validates the results. The committee then reviews performance against those targets and approves incentive compensation payments for the recipients. |
| SCHEDULE J, PART I, LINE 4A | SEVERANCE PAYMENTS ROLANDO PORTOCARRERO, FORMER CFO RECEIVED SEVERANCE OF $307,661 WHICH IS INCLUDED IN SCHEDULE J, COLUMN B(III). RANDY MINTZ-PRESANT, FORMER VP CORPORATE COMMUNICATIONS AND PUBLIC AFFAIRS RECEIVED SEVERANCE OF $42,515 WHICH IS INCLUDED IN SCHEDULE J, COLUMN B(III). |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990 Part III Line 1 | Health Partners Plans is a licensed health maintenance organization committed to building a healthier community. Our mission is to: -Manage our business to exceed expectations, -Operate with respect and dignity in all relationships, -Continually improve the health outcomes of our members. Since its founding in 1985, Health Partners Plans, has been improving quality and access to care for low-income residents of the Delaware Valley and garnered national attention for innovations in managed care. We offer three distinct enrollment programs: 1. Our Health Partners program now serves more than 178,000 Medical Assistance members throughout southeastern Pennsylvania. Close to half of those Medicaid members are children. 2. Our Children's Health Insurance Program (CHIP), KidzPartners, provides access to quality healthcare for approximately 8,100 low-income children and teens. 3. Our Medicare Advantage Program now serves close to 7,100 Medicare individuals, with over half of them being low-income. As a not-for-profit, hospital-owned plan, our success in improving access for our almost 183,000 (and growing) members has been recognized through numerous local and national honors. These include being the first plan in the United States to receive the National Committee on Quality Assurance's Multicultural Health Care Distinction designation, in addition to maintaining NCQA's "Commendable" rating. Health Partners Plans has also received awards from the Managed Health Plans of America for our "Biggest Winner" program to reduce obesity among members and our Crazy Praise Dance Showcase - a gospel showcase to promote fitness and nutrition. We have won numerous communications awards for member materials and programs, as well as the American Health Insurance Programs' HERA award for community service, Pennsylvania Psychological Association's Psychologically Healthy Workplace award, and awards for Workplace Diversity, Corporate Responsibility, and many other distinctions. We have been ranked number one in member satisfaction in our area since 2003 and number one in the State for four of those years, based on the annual Pennsylvania Department of Public Welfare CAPHS Survey. Our outreach efforts include bringing health screenings directly to our members, and often to the public as well, by hosting health testing and education events throughout the city, supporting numerous community programs. We offer a 24-hour, 7 day-a-week member service phone line, as well as a nurse advice line. We view ourselves as an important catalyst to improving the overall health care of not only our members, but also low-income residents throughout the community. We do this through a variety of health education programs including sponsorships of summer camps, community gardens, neighborhood fitness programs, after-school programs, workshops, body mass index screenings and other efforts. Some of our activities in supporting the community include: -Convening a conference for healthcare and social services providers to discuss outreach and treatment of mental health among immigrant populations -Sponsoring, training, and delivering BenefitsCheckup to community residents over the age of 65 to help them identify Federal, State, local, and private programs to help them save money on their daily living needs -Sponsoring social activities targeting need seniors to encourage social interaction and community activity -Providing community based health education and training on topics such as Asthma, Diabetes, and other health issues -Deploying a custom built mobile service office to provide information on healthcare in community based services -Provide educational support including scholarships, behavior support programs, and teacher support -Serve on numerous Community Advisory Boards of local non-profits providing information on emerging health issues, community connectivity, and general business acumen -Provide support to community based artistic development through support of local arts initiatives targeting low-income, at-risk youth -Provide support in the fight against domestic violence through educational and intervention programs as well as community activism through the PA Coalition Against Domestic Violence and Women Against Abuse -Provide emergency relief to individuals and families through summer fan distribution, food basket distribution, and gift giving initiatives -Provide support to families through parenting support initiatives supporting new mothers (Maternity Care Coalitions) and various fatherhood initiatives Finally, because violence in our community is one of the greatest threats to health, we actively support anti-violence efforts, including donations and active participation with anti-violence community groups. As an employer, we take pride in our low employee turnover rate. We maintain a supportive, multicultural environment and strong sense of mission. We remain committed to working with numerous minority and women-owned vendors in our area. |
| Form 990, Part III, Line 2 | NEW PROGRAM SERVICE PROVIDED The Company provides comprehensive (physical and behavioral) health insurance through its Medicare Advantage program and products through a contract with the Centers for Medicare & Medicaid Services (CMS). The Company's program, Health Partners Medicare, which commenced in 2014, provides for the provision of physical and behavioral health. The Company offers several products and program benefits to enrolled Medicare members residing in Philadelphia County pursuant to its agreement with CMS. |
| FORM 990, PART VI, LINE 6 & 7 | The Health Partners Plans Board consists of one class of nine members. These members are comprised of six healthcare providers and three community at-large members. Members approve admitting new members, and, unanimous approval is required. |
| FORM 990, PART VI, SECTION A, LINE 9 | ROLANDO PORTOCARRERO CANNOT BE REACHED AT HPP. HIS ADDRESS IS: 1010 SPRUCE ST. APARTMENT 1C PHILADELPHIA, PA 19107 KENNETH I. TRUJILLO CANNOT BE REACHED AT HPP. HIS ADDRESS IS: 723 GLENGARRY ROAD PHILADELPHIA, PA 19118 KATHLEEN KINSLOW CANNOT BE REACHED AT HPP. HER ADDRESS IS: ARIA HEALTH ADMINSTRATION BUILDING KNIGHTS & RED LION ROADS PHILADELPHIA, PA 19114 CAROLYN JACKSON CANNOT BE REACHED AT HPP. HER ADDRESS IS: St. Christopher's Hospital for Children 3601 A Street, Front & Erie Avenues Philadelphia, PA 19134 |
| Form 990 Part VI Line 11b | Process Used to Review Form 990 An initial review is performed by an independent accounting firm, KPMG, which provides technical guidance and filing expertise. The governing body of HPP, the Board of Directors, has a committee (Audit Committee) that reviews the Form 990. A week prior to the Audit Committee meeting, HPP's chief financial officer mails out the meeting package which includes the completed draft Form 990. The members review the form and prepare any questions. At the meeting the CFO reviews the draft Form 990 and provides highlights. There is discussion regarding the responses. The CFO then has a question and answer period regarding the return. After all questions have been responded to, the form is submitted to the Board of Directors, prior to submitting the return to the IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | MONITORING OF THE CONFLICT OF INTEREST POLICY All employees are required to complete on an annual basis, a statement of Conflict of Interest Certification. It is a part of the mandatory, online training program for employees. At the conclusion of the training, the employee certifies that he/she has read the Conflicts of Interest Policy. Employees are required to list any organizations that they are involved in, which may be in conflict with the interest or business of Health Partners Plans, Inc., and/or may interfere with the employee's ability to fully and properly perform their job responsibilities. Potential conflicts are to be reported by the employee to management and Human Resources, immediately. Per the training, and the processes in place, the signed documents are reviewed by the Human Resources department and any disclosures of potential conflicts are brought to the attention of the Senior Vice President of Resources Management & Compliance (SVP) and/or the Vice President, Legal Affairs & General Counsel (VP, Legal). The SVP and/or VP, Legal review the disclosure and if it rises to the level of a conflict, he/she/they determine if there is mitigation for said conflict or if action must be taken to alleviate the conflict. There were no conflicts of employees noted in 2014. The Board of Directors is also required to complete, on an annual basis, a review of the Conflict of Interest Policy and complete a Conflicts of Interest Statement. Per the Conflicts Policy for the Board, should a member have a disclosure, he/she presents it to the Board or Committee for discussion and vote to determine if a conflict of interest exists. The procedures for addressing a conflict are set-forth in the Policy. There were no conflict certifications submitted for year ending 2014, due to a review of the Certification with the Board members, Committees and outside counsel to HPP. The review of the form is expected to be completed by the end of calendar year 2015. The President & CEO of HPP has been working with the Committee on this issue and continue to do so to ensure appropriate conclusion. For all prior years, HPP has received these forms from the Board, without exception. |
| Form 990 Part VI Line 15a | PROCESS FOR DETERMINING THE COMPENSATION OF THE PRESIDENT AND CEO The Board of Directors annually elects a board-level committee called the Compensation and Evaluation Committee (committee) which is responsible for assuring that HPP salary strategies are competitive and consistent with current market trends, in order to provide a stable, qualified and fairly compensated workforce. All members of the committee are independent. The committee also determines the compensation of the President and CEO by first engaging an independent consultant to provide market data on current, relevant CEOs' compensation including one custom survey specifically for HMO executives, in order to make their compensation recommendations. Every other year, the committee engages a benefits consulting firm to provide summarized national data. The consultant's investigation and recommendations reflect Board-specific criteria for determining payment levels for both base compensation and incentive compensation. Based on a thorough review and deliberations following the consultant's study, the committee establishes the base compensation and other benefits for the CEO so that they are aligned with current market trends and budgetary considerations. Separately, the committee approves annual incentive targets, performance against those targets, and the computation of the CEO's resulting incentive compensation payment. Contemporaneous minutes of the meeting are prepared and approved by the committee. The Board of Directors also approves the minutes of the committee. |
| Form 990 Part VI Line 15b | PROCESS FOR THE DETERMINING THE COMPENSATION OF OFFICERS AND KEY EMPLOYEES The Board of Directors annually elects a board-level committee called the Compensation and Evaluation Committee (committee) which is responsible for assuring that HPP salary strategies are competitive and consistent with current market trends, in order to provide a stable, qualified and fairly compensated workforce. All members of the committee are independent. The committee also determines the compensation of the Other Officers and Certain Key Employees by first engaging an independent consultant to provide market data on current, relevant compensation including one custom survey specifically for HMO executives, in order to make their compensation recommendations Every other year, the committee engages a benefits consulting firm to provide summarized national data. The consultant's investigation and recommendations reflect Board-specific criteria for determining payment levels for both base compensation and incentive compensation Based on a thorough review and deliberations following the consultant's study, the committee establishes the base compensation and other benefits so that they are aligned with current market trends and budgetary considerations. Separately, the committee approves annual incentive targets, performance against those targets, and the computation of the resulting incentive compensation payment. Contemporaneous minutes of the meeting are prepared and approved by the committee. The Board of Directors also approves the minutes of the committee. |
| Form 990 Part VI Line 19 | MAKING ORGANIZATIONAL DOCUMENTS AVAILABLE TO THE PUBLIC Currently, HPP does not make its governing documents, conflict of interest policy or its financial statements available to the public. |
| Form 990 Part XI Line 9 | RECONCILIATION OF NET ASSETS CONTRIBUTED CAPITAL...............................$800,000 |
| Form 990 Part XII Line 2c | AUDITED FINANCIAL STATEMENTS HPP did receive an audited financial statement from KPMG in 2014 that was prepared in accordance with accounting practices permitted by the Commonwealth of Pennsylvania Insurance Department, "Statutory Basis". Because HPP is licensed by the Commonwealth of Pennsylvania Departments of Insurance and Health to operate as a Health Maintenance Organization, the Statutory Financial Statements were required. A GAAP financial statement was not prepared because one was not required. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| SelectScripts LLC | |||||||||
| 901 MARKET STREET | Philadelphia | PA | 19107 | 651235663 | Pharm Ben Adm | PA | $0 | $0 | SelectBen |
| SelectBenefits LLC | |||||||||
| 901 MARKET STREET | Philadelphia | PA | 19107 | Holding Co | PA | $0 | $0 | NA | |
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