BLUE CROSS BLUE SHIELD ASSOCIATION: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- BLUE CROSS BLUE SHIELD ASSOCIATION (EIN 13-5656874)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-11
- IRS object ID
- 201533179349303188
- 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 | 2015-11-11T11:04:58-07:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 135656874 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUE CROSS AND BLUE SHIELD ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BLUE | BusinessNameControlTxt |
| Phone | 3122976000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 North Michigan Avenue | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Robert Kolodgy | PersonNm |
| Person Title | Sr. VP & Chief Financial Officer | PersonTitleTxt |
| Phone | 3122976000 | PhoneNum |
| Signature | 2015-11-12 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Scott Serota | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 North Michigan Avenue | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $462,483,783 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | www.bcbs.com | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1948 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | The organization's tax exempt purpose is promoting through independent Blue Cross and Blue Shield member (Plans), the common good and general welfare of the community by fostering broad-based health insurance coverage. | ActivityOrMissionDesc |
| Voting Members Governing Body | 38 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 36 | VotingMembersIndependentCnt |
| Total Employee | 1253 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $15,015,912 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$1,297,363 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $412,878,752 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $456,031,393 | CYProgramServiceRevenueAmt |
| PY Investment Income | $975,908 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,100,612 | CYInvestmentIncomeAmt |
| PY Other Revenue | $54,823 | PYOtherRevenueAmt |
| CY Other Revenue | $251,672 | CYOtherRevenueAmt |
| PY Total Revenue | $413,909,483 | PYTotalRevenueAmt |
| CY Total Revenue | $457,383,677 | 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 | $179,879,571 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $179,415,728 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $245,262,984 | PYOtherExpensesAmt |
| CY Other Expenses | $270,219,633 | CYOtherExpensesAmt |
| PY Total Expenses | $425,142,555 | PYTotalExpensesAmt |
| CY Total Expenses | $449,635,361 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$11,233,072 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,748,316 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $588,221,414 | TotalAssetsBOYAmt |
| Total Assets EOY | $691,620,828 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $453,203,066 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $588,934,440 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $135,018,348 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $102,686,388 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The Association serves its membership consisting of independent Blue Cross and Blue Shield Plans (Plans) which operates within specified geographic service areas. The Association provides a variety of services to member Plans and coordinates government services such as the Medicare Part A prime contract and the contract under the Federal Employee Health Benefit Program (FEP); all of which are the core of the organization's exempt purpose of promoting the common good and general welfare of the community by fostering broad-based health insurance coverage. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $146,757,690 | ExpenseAmt |
| Revenue | $146,872,413 | RevenueAmt |
| Desc | The Blue Cross and Blue Shield Association's Federal Employee Program (FEP) administers the Blue Cross and Blue Shield Service Benefit Plan. Approximately 61 percent of all federal employees and retirees who received their health care benefits through the government's Federal Employees Health Benefits Program (FEHBP) are members of the Service Benefit Plan receiving health coverage through member Plans. Service Benefit Plan has been part of the FEHBP since its inception in 1960 and is the largest plan in the program. Accomplishments in 2014 were related to product innovation, expanding service offerings and enhancing member experience. Research efforts were geared toward providing meaningful ways to improve cost and quality of care. Key success includes - 99 percent member retention, 15 percent growth in the BlueVision product to 50 percent market share; redesign of the fepblue website. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $109,537,175 | ExpenseAmt |
| Revenue | $113,521,164 | RevenueAmt |
| Desc | The BlueCard program is a clearinghouse service provided when a member Plan participant receives healthcare in another member Plan geographic service area. BlueCard gives Blue members seamless national access to physicians and hospitals that participate in Blue networks. The program links participating healthcare providers with the independent Blue Cross and Blue Shield Plans through a single electronic network for claims processing and reimbursement. During 2014 the BlueCard program celebrated its 20th year of continued success. Approximately 1.1 million claims enter the blue card system daily. The fees associated with this delivery platform continues to generate a significant amount of revenue for the Association. The BlueCard program generated an estimated Plan savings of more than $74.6 billion in 2014. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $56,165,371 | ExpenseAmt |
| Revenue | $63,034,613 | RevenueAmt |
| Desc | As the umbrella organization for the member Plans, the Association coordinates advertising and communications programs, providing policy and representation of member interests, monitors and fosters the financial stability of all the Plans and supports the ability of the Plans to operate efficiently by providing conferences, consulting and miscellaneous services to the Plans. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (7 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc | GrantGrantAmt |
|---|---|---|---|
| $37,639,167 | $44,670,408 | The Association provides optional consulting services and other miscellaneous services. | |
| $35,283,863 | $35,283,863 | The Association develops, enhances and protects the value of the Blue Cross and Blue Shield brand names and symbols and supports the oversight and management of member Plan license agreements. | |
| $16,098,193 | $14,917,250 | National Data Warehouse (NDW) is a central data warehouse composed of aggregate standardized and de-identified data (such as medical and drug claims, membership and other provider information) obtained from participating member plans for use in complementing the analytical systems within each of the Plans to improve business intelligence and for the benefit of understanding and managing health care costs and quality via benchmarking and trend analysis. | |
| $13,415,224 | $13,862,814 | Operation of the National Employee Benefits Administration Program which provides a comprehensive group package of employee benefits programs to the Plans. | |
| $11,244,870 | $18,672,150 | Operation of the telecommunications network which facilitates inter-plan communication. | |
| $4,923,176 | $5,196,718 | The Association performs services for the Medicare A program and other services agreements with the Secretary of the United States Department of Health and Human Services (DHHS). BCBSA acts in a coordinating role for all Blue Cross and Blue Shield Plans to perform certain aspects of the Medicare A intermediary functions and other government business services provided to Plans. The Association provides additional services to DHHS through contracts with the Agency for Healthcare Research and Quality (AHRQ). | |
| $0 | $153,010 | K-1 Partnership revenue from BlueCross BlueShield Venture Partners II, LLP and National Account Service Company, LLC. Both entities provide goods and services related to BCBSA's tax exempt purpose. | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $118,604,493 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $132,756,213 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $431,064,729 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | Yes (1) | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 214 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 1253 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 38 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 36 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Robert J Kolodgy | PersonNm |
| Phone | 3122976462 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 North Michigan Avenue | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (74 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 |
|---|---|---|---|---|---|---|---|---|---|
| David W Anderson | |||||||||
| BoardMember | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Peter Andruszkiewicz | |||||||||
| BoardMember | 1.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Richard L Boals | |||||||||
| BoardMember | 3 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Christopher Booth | |||||||||
| BoardMember | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| H R Brereton Barlow | |||||||||
| BoardMember | 1.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Chester Burrell | |||||||||
| BoardMember | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Denise S Cesare | |||||||||
| BoardMember | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Andrew C Corbin | |||||||||
| BoardMember | 2.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Andrew Dreyfus | |||||||||
| BoardMember | 2.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Paul von Ebers | |||||||||
| BoardMember | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| John D Forsyth | |||||||||
| BoardMember | 1.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Mark B Ganz | |||||||||
| BoardMember | 2.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| David R Gentile | |||||||||
| BoardMember | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Don C George | |||||||||
| BoardMember | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Patrick J Geraghty | |||||||||
| BoardMember | 2.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Zelda Geyer-Sylvia | |||||||||
| BoardMember | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Michael A Gold | |||||||||
| BoardMember | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Bill Gracey | |||||||||
| BoardMember | 2.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Michael Guyette | |||||||||
| BoardMember | 1.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Patricia A Hemingway Hall | |||||||||
| BoardMember | 5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Daniel J Hilferty | |||||||||
| BoardMember | 3.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| David Holmberg | |||||||||
| BoardMember | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Tim Huckle | |||||||||
| BoardMember | 0.50 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Terry D Kellogg | |||||||||
| BoardMember | 2.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Scott D Kreiling | |||||||||
| BoardMember | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Daniel J Loepp | |||||||||
| BoardMember | 3.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Paul Markovich | |||||||||
| BoardMember | 3 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Robert A Marino | |||||||||
| BoardMember | 2.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Steven S Martin | |||||||||
| BoardMember | 3 | 0 | Yes (X) | $0 | $0 | $0 | |||
| David S Pankau | |||||||||
| BoardMember | 2.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| M Carol Pigott | |||||||||
| BoardMember | 1.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Michael Reitz | |||||||||
| BoardMember | 1.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Jeff Roe | |||||||||
| BoardMember | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Ramon M Ruiz Comas | |||||||||
| BoardMember | 2.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Rick Schum | |||||||||
| BoardMember | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Gary D StHilaire | |||||||||
| BoardMember | 1 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Joseph Swedish | |||||||||
| BoardMember | 3 | 0 | Yes (X) | $0 | $0 | $0 | |||
| P Mark White | |||||||||
| BoardMember | 2.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| J Bradley Wilson | |||||||||
| BoardMember | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| William Winkenwerder | |||||||||
| BoardMember | 2 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Danette K Wilson | |||||||||
| BoardMember | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Scott P Serota | |||||||||
| President & CEO | 40 | 0 | $3,549,253 | $0 | $2,034,432 | Yes (X) | |||
| William A Breskin | |||||||||
| VP, Government Programs | 40 | 0 | $454,069 | $0 | $103,384 | Yes (X) | |||
| William James Colbourne | |||||||||
| SR VP, HR and Administration | 40 | 0 | $878,478 | $0 | $368,303 | Yes (X) | |||
| Frank E Coyne Jr | |||||||||
| VP, Operations & Ntl Programs | 40 | 0 | $617,627 | $0 | $147,206 | Yes (X) | |||
| Kathy Ripley Didawick | |||||||||
| VP, Congressional Communications | 40 | 0 | $367,242 | $0 | $85,619 | Yes (X) | |||
| John T Ericksen | |||||||||
| VP, Federal Relations | 40 | 0 | $488,062 | $0 | $95,497 | Yes (X) | |||
| Jena Lanise Bell Estes | |||||||||
| VP, Government Programs | 40 | 0 | $374,485 | $0 | $100,919 | Yes (X) | |||
| Alissa T Fox | |||||||||
| SR VP, Policy & Representation | 40 | 0 | $982,972 | $0 | $147,790 | Yes (X) | |||
| Paul John Julian Gerrard | |||||||||
| VP, Strategic Communications | 40 | 0 | $351,055 | $0 | $35,747 | Yes (X) | |||
| Sudhama Gopalan | |||||||||
| VP, Strategy | 40 | 0 | $232,190 | $0 | $3,356 | Yes (X) | |||
| Kris O Haltmeyer | |||||||||
| VP, Health Policy & Analysis | 40 | 0 | $342,145 | $0 | $37,102 | Yes (X) | |||
| Justine Germann Handelman | |||||||||
| VP, Legislative & Regulatory Policy | 40 | 0 | $450,578 | $0 | $87,880 | Yes (X) | |||
| Trent T Haywood | |||||||||
| SR VP, Chief Medical Officer | 40 | 0 | $537,736 | $0 | $44,363 | Yes (X) | |||
| Kari J Hedges | |||||||||
| VP, National Programs | 40 | 0 | $396,012 | $0 | $34,761 | Yes (X) | |||
| Mitchell J Helfand | |||||||||
| VP, Finance | 40 | 0 | $382,530 | $0 | $139,652 | Yes (X) | |||
| Kim D Holland | |||||||||
| VP, State Affairs | 40 | 0 | $282,597 | $0 | $33,991 | Yes (X) | |||
| Robert J Kolodgy Jr | |||||||||
| SR VP, FSGP & CFO | 40 | 0 | $716,216 | $0 | $46,107 | Yes (X) | |||
| Shirley S Lady | |||||||||
| VP, Transformation Services | 40 | 0 | $399,655 | $0 | $122,058 | Yes (X) | |||
| William S Nehs | |||||||||
| VP, Dep Gen Counsel Asst Sec | 40 | 0 | $409,419 | $0 | $42,070 | Yes (X) | |||
| William Barry OLoughlin | |||||||||
| VP, Operational Readiness | 40 | 0 | $485,747 | $0 | $126,734 | Yes (X) | |||
| Doug Porter | |||||||||
| SR VP, Operations & CIO | 40 | 0 | $688,629 | $0 | $101,032 | Yes (X) | |||
| Cynthia Passmore Rolfe | |||||||||
| VP, Consumer Brand Strategy | 40 | 0 | $364,959 | $0 | $14,703 | Yes (X) | |||
| Maureen E Sullivan | |||||||||
| SR VP, Strategic Services & CSO | 40 | 0 | $704,517 | $0 | $137,510 | Yes (X) | |||
| Cheryl L Thomas | |||||||||
| VP, Human Resources | 40 | 0 | $138,121 | $0 | $10,647 | Yes (X) | |||
| Jennifer Vachon | |||||||||
| SR VP, Admin Services & Chief of Staff | 40 | 0 | $460,165 | $0 | $90,358 | Yes (X) | |||
| Jody A Voss | |||||||||
| VP, Strategic Business Services | 40 | 0 | $393,949 | $0 | $69,027 | Yes (X) | |||
| Roger G Wilson | |||||||||
| SR VP, Gen Counsel & Secretary | 40 | 0 | $780,165 | $0 | $170,239 | Yes (X) | |||
| Nasir Khan | |||||||||
| Exec Dir, Enterprise Informatics | 40 | 0 | $347,262 | $0 | $163,059 | Yes (X) | |||
| Carole R Flamm | |||||||||
| Exec Med Dir, Ctr for Clinic Value | 40 | 0 | $355,752 | $0 | $85,818 | Yes (X) | |||
| John Cerisano | |||||||||
| Exec Dir, Congress Relations | 40 | 0 | $353,158 | $0 | $81,292 | Yes (X) | |||
| Daniel A Engel | |||||||||
| Sr Assoc Gen Counsel | 40 | 0 | $330,621 | $0 | $106,971 | Yes (X) | |||
| Steven D Putziger | |||||||||
| Exec Dir, Brand Protect & Finance | 40 | 0 | $330,620 | $0 | $109,183 | Yes (X) | |||
| Mark A Talluto | |||||||||
| Exec Dir, Marketing | 40 | 0 | $318,055 | $0 | $42,374 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $18,264,041 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $5,019,184 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 616 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HP Enterprise Services LLC | |||||
| PO Box 92013 | Chicago | IL | 60675 | Systems Consulting | $9,125,627 |
| Health Intelligence Co LLC | |||||
| 225 N Michigan Aveunue | Chicago | IL | 60601 | Data Analytics | $11,613,143 |
| AXA Assistance USA Inc | |||||
| 122 S Michigan Avenue | Chicago | IL | 60602 | Medical Claims Processing | $7,656,241 |
| Kirkland & Ellis | |||||
| 200 E Randolph Drive | Chicago | IL | 60601 | Legal Services | $7,413,511 |
| WebMD Health Corp | |||||
| 669 River Dr Ctr Two | Elmwood Park | NJ | 07407 | System Consulting Services | $10,894,844 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 105 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Federal Employee Program | 900099 | $146,872,413 | $146,872,413 | $0 | $0 |
| BlueCard | 900099 | $113,521,164 | $113,521,164 | $0 | $0 |
| Other Services | 900099 | $63,034,613 | $63,034,613 | $0 | $0 |
| Consulting & Misc Services | 900099 | $44,670,408 | $44,670,408 | $0 | $0 |
| Brand Enhancement & Protection | 900099 | $35,283,863 | $35,283,863 | $0 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $52,648,932 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $37,731,682 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $14,917,250 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $456,031,393 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,123,501 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,123,501 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,077,217 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,972,133 | SecuritiesAmt |
| Other | $127,973 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $105,084 | SecuritiesAmt |
| Other | -$127,973 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$22,889 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$22,889 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Service Fee Revenue | 525990 | $98,662 | $0 | $98,662 | $0 |
| Partnership Pass Through Gain | 900001 | $153,010 | $153,010 | $0 | $0 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $251,672 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $457,383,677 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $441,267,153 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $15,015,912 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,100,612 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,561,917 | TotalAmt |
| Program Services | $15,468,802 | ProgramServicesAmt |
| Management And General | $4,093,115 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,349,218 | TotalAmt |
| Program Services | $119,509,312 | ProgramServicesAmt |
| Management And General | $4,839,906 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,262,914 | TotalAmt |
| Program Services | $7,503,427 | ProgramServicesAmt |
| Management And General | $4,759,487 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,413,894 | TotalAmt |
| Program Services | $14,539,082 | ProgramServicesAmt |
| Management And General | -$125,188 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,827,785 | TotalAmt |
| Program Services | $8,599,383 | ProgramServicesAmt |
| Management And General | $228,402 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,099,369 | TotalAmt |
| Program Services | $9,846,981 | ProgramServicesAmt |
| Management And General | $252,388 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,271,159 | TotalAmt |
| Program Services | $1,271,159 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,095,329 | TotalAmt |
| Program Services | $4,095,329 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,871,299 | TotalAmt |
| Program Services | $142,162,761 | ProgramServicesAmt |
| Management And General | $708,538 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,498,288 | TotalAmt |
| Program Services | $9,498,288 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,645,965 | TotalAmt |
| Program Services | $9,550,297 | ProgramServicesAmt |
| Management And General | $95,668 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,554,259 | TotalAmt |
| Program Services | $44,913,387 | ProgramServicesAmt |
| Management And General | $640,872 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,158,097 | TotalAmt |
| Program Services | $11,091,274 | ProgramServicesAmt |
| Management And General | $1,066,823 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,743,985 | TotalAmt |
| Program Services | $5,088,956 | ProgramServicesAmt |
| Management And General | $655,029 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,192,917 | TotalAmt |
| Program Services | $4,539,711 | ProgramServicesAmt |
| Management And General | $653,206 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,347 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $25,347 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,214,476 | TotalAmt |
| Program Services | $12,041,438 | ProgramServicesAmt |
| Management And General | $173,038 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,252,013 | TotalAmt |
| Program Services | $4,212,085 | ProgramServicesAmt |
| Management And General | $39,928 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Membership, Sponsorship, Gen'l Contribut | $4,074,011 | $3,700,282 | $373,729 | $0 |
| Books & Periodicals | $2,009,299 | $1,936,045 | $73,254 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,513,820 | TotalAmt |
| Program Services | $1,496,730 | ProgramServicesAmt |
| Management And General | $17,090 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $449,635,361 | TotalAmt |
| Program Services | $431,064,729 | ProgramServicesAmt |
| Management And General | $18,570,632 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $711,793 | BOYAmt |
| EOY | $2,720,860 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $368,976,369 | BOYAmt |
| EOY | $446,581,844 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,053,132 | BOYAmt |
| EOY | $33,446,130 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $386,485 | BOYAmt |
| EOY | $2,928 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,109,695 | BOYAmt |
| EOY | $9,260,918 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $99,097,514 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $75,941,555 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,665,074 | BOYAmt |
| EOY | $23,155,959 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,000 | BOYAmt |
| EOY | $15,000 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $145,710,892 | BOYAmt |
| EOY | $166,129,773 | 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 | $3,662,752 | BOYAmt |
| EOY | $3,532,448 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,930,222 | BOYAmt |
| EOY | $6,774,968 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $588,221,414 | BOYAmt |
| EOY | $691,620,828 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,095,762 | BOYAmt |
| EOY | $115,574,350 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,364,488 | BOYAmt |
| EOY | $4,463,579 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $312,923,125 | BOYAmt |
| EOY | $391,376,227 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,819,691 | BOYAmt |
| EOY | $77,520,284 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $453,203,066 | BOYAmt |
| EOY | $588,934,440 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,018,348 | BOYAmt |
| EOY | $102,686,388 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,018,348 | BOYAmt |
| EOY | $102,686,388 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $588,221,414 | BOYAmt |
| EOY | $691,620,828 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $7,748,316 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $21,090 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$40,101,366 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | $715,140 | PoliticalExpendituresAmt |
| Volunteer Hours | 0 | VolunteerHoursCnt |
| Expended527 Activities | $0 | Expended527ActivitiesAmt |
| Internal Funds Contributed | $525,000 | InternalFundsContributedAmt |
| Total Exempt Function Expend | $525,000 | TotalExemptFunctionExpendAmt |
| Form1120 POL Filed | Yes (1) | Form1120POLFiledInd |
Section527 Political Org Section527PoliticalOrgGrp (3 entries)
| Business Name Line2OrganizationBusinessName/BusinessNameLine2Txt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Paid Internal FundsPaidInternalFundsAmt | Contributions Rcvd DlvrContributionsRcvdDlvrAmt |
|---|---|---|---|---|---|---|---|
| Republican Governor's | |||||||
| Association | 1747 Pennsylvania Ave NW Ste 250 | Washington | DC | 20004 | 113655877 | $250,000 | $0 |
| Democratic Governor's | |||||||
| Association | 1401 K Street NW Ste 200 | Washington | DC | 20005 | 521304889 | $250,000 | $0 |
| Republican Attorneys General Association | |||||||
| 1747 Pennsylvania Avenue | Washington | DC | 20006 | 464501717 | $25,000 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
| Dues Assessments | $89,500,000 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $11,568,654 | NonDeductibleLbbyngPltclCYAmt |
| Non Ded Lbbyng Pltcl Cyov | $0 | NonDedLbbyngPltclCyovAmt |
| Non Deductible Lbbyng Pltcl Tot | $11,568,654 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $11,568,654 | AggregateReportedDuesNtcAmt |
| Carried Over | $0 | CarriedOverAmt |
| Taxable | $0 | TaxableAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part I-A, Line 1 | FormAndLineReferenceDesc |
| Explanation | The filing organization made contributions from the general treasury to three Section 527 political organizations and sponsored a separate fund designated for exempt purposes. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Book Value | $0 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $28,657,720 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,742,040 | DepreciationAmt |
| Book Value | $10,915,680 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $70,439,794 | OtherCostOrOtherBasisAmt |
| Depreciation | $58,199,515 | DepreciationAmt |
| Book Value | $12,240,279 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $23,155,959 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Non Public Mutual Funds | $103,448,365 | C |
| Wells Fargo Mutual Funds (MNSGX) | $43,170,501 | F |
| 1 share common BCBSA Services, Inc. | $13,262,469 | C |
| Investments in Affiliates >5% | $6,038,438 | C |
| 206,889 Common, BCS Insurance Corp | $210,000 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $166,129,773 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| Pension Liability | $50,908,418 |
| Long-Term Deferred Revenue | $13,534,784 |
| Lease Liability | $7,598,861 |
| Other Benefits | $3,106,691 |
| Post-Retirement Liability | $2,371,530 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $77,520,284 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part IV, Line 2b | The Association holds funds as agent for its member Plans under arrangements covering its Blue Card and Federal Employee Program. |
| Schedule D, Part X, Line 2 | The Association follows the requirements of ASC 740-10-25 "Accounting for Uncertainty in Income Taxes," which clarifies the accounting and disclosure for uncertainty in tax positions, as defined. ASC 740-10-25 seeks to reduce the diversity in practice associated with certain aspects of the recognition and measurement related to accounting for income taxes. Under ASC 740-10-25, an organization must recognize the tax benefit associated with tax positions taken for tax return purposes when it is more-likely-than-not that the position will be sustained. The Association does not believe that there are any uncertain tax positions that should be recorded. No interest or penalties were recorded or included in the consolidated statement of activities for the years ended December 31, 2014 and 2013. The Association is open to examination by taxing authorities from fiscal year 2011 forward. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (33 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Scott P Serota | ||||||||||||||
| President & CEO | $1,019,242 | $0 | $2,460,817 | $0 | $69,194 | $0 | $1,994,955 | $0 | $39,477 | $0 | $5,583,685 | $0 | $1,214,514 | $0 |
| William A Breskin | ||||||||||||||
| VP, Government Programs | $275,862 | $0 | $90,000 | $0 | $88,207 | $0 | $69,801 | $0 | $33,583 | $0 | $557,453 | $0 | $0 | $0 |
| William James Colbourne | ||||||||||||||
| SR VP, HR and Administration | $540,773 | $0 | $185,000 | $0 | $152,705 | $0 | $339,352 | $0 | $28,951 | $0 | $1,246,781 | $0 | $0 | $0 |
| Frank E Coyne Jr | ||||||||||||||
| VP, Operations & Ntl Programs | $304,294 | $0 | $125,000 | $0 | $188,333 | $0 | $114,282 | $0 | $32,925 | $0 | $764,834 | $0 | $0 | $0 |
| Kathy Ripley Didawick | ||||||||||||||
| VP, Congressional Communications | $249,470 | $0 | $80,000 | $0 | $37,773 | $0 | $57,780 | $0 | $27,839 | $0 | $452,862 | $0 | $0 | $0 |
| John T Ericksen | ||||||||||||||
| VP, Federal Relations | $288,261 | $0 | $97,000 | $0 | $102,801 | $0 | $71,325 | $0 | $24,172 | $0 | $583,559 | $0 | $0 | $0 |
| Jena Lanise Bell Estes | ||||||||||||||
| VP, Government Programs | $271,305 | $0 | $76,300 | $0 | $26,880 | $0 | $60,873 | $0 | $40,046 | $0 | $475,404 | $0 | $0 | $0 |
| Alissa T Fox | ||||||||||||||
| SR VP, Policy & Representation | $431,708 | $0 | $245,000 | $0 | $306,264 | $0 | $116,947 | $0 | $30,843 | $0 | $1,130,762 | $0 | $0 | $0 |
| Paul John Julian Gerrard | ||||||||||||||
| VP, Strategic Communications | $241,200 | $0 | $90,300 | $0 | $19,555 | $0 | $6,978 | $0 | $28,770 | $0 | $386,803 | $0 | $0 | $0 |
| Sudhama Gopalan | ||||||||||||||
| VP, Strategy | $232,131 | $0 | $0 | $0 | $59 | $0 | $2,241 | $0 | $1,115 | $0 | $235,546 | $0 | $0 | $0 |
| Kris O Haltmeyer | ||||||||||||||
| VP, Health Policy & Analysis | $238,370 | $0 | $70,000 | $0 | $33,775 | $0 | $7,527 | $0 | $29,575 | $0 | $379,247 | $0 | $0 | $0 |
| Justine Germann Handelman | ||||||||||||||
| VP, Legislative & Regulatory Policy | $267,635 | $0 | $130,000 | $0 | $52,943 | $0 | $54,852 | $0 | $33,028 | $0 | $538,458 | $0 | $0 | $0 |
| Trent T Haywood | ||||||||||||||
| SR VP, Chief Medical Officer | $376,236 | $0 | $160,000 | $0 | $1,500 | $0 | $13,000 | $0 | $31,363 | $0 | $582,099 | $0 | $0 | $0 |
| Kari J Hedges | ||||||||||||||
| VP, National Programs | $249,023 | $0 | $95,000 | $0 | $51,989 | $0 | $6,746 | $0 | $28,015 | $0 | $430,773 | $0 | $0 | $0 |
| Mitchell J Helfand | ||||||||||||||
| VP, Finance | $230,366 | $0 | $85,000 | $0 | $67,165 | $0 | $120,893 | $0 | $18,759 | $0 | $522,183 | $0 | $0 | $0 |
| Kim D Holland | ||||||||||||||
| VP, State Affairs | $207,297 | $0 | $57,000 | $0 | $18,300 | $0 | $12,180 | $0 | $21,811 | $0 | $316,588 | $0 | $0 | $0 |
| Robert J Kolodgy Jr | ||||||||||||||
| SR VP, FSGP & CFO | $467,770 | $0 | $222,000 | $0 | $26,445 | $0 | $17,500 | $0 | $28,607 | $0 | $762,322 | $0 | $0 | $0 |
| Shirley S Lady | ||||||||||||||
| VP, Transformation Services | $251,346 | $0 | $95,000 | $0 | $53,308 | $0 | $98,446 | $0 | $23,612 | $0 | $521,712 | $0 | $0 | $0 |
| William S Nehs | ||||||||||||||
| VP, Dep Gen Counsel Asst Sec | $312,411 | $0 | $94,800 | $0 | $2,208 | $0 | $13,000 | $0 | $29,070 | $0 | $451,489 | $0 | $0 | $0 |
| William Barry OLoughlin | ||||||||||||||
| VP, Operational Readiness | $298,088 | $0 | $125,000 | $0 | $62,660 | $0 | $88,466 | $0 | $38,268 | $0 | $612,482 | $0 | $0 | $0 |
| Doug Porter | ||||||||||||||
| SR VP, Operations & CIO | $409,418 | $0 | $195,000 | $0 | $84,212 | $0 | $69,625 | $0 | $31,407 | $0 | $789,662 | $0 | $0 | $0 |
| Cynthia Passmore Rolfe | ||||||||||||||
| VP, Consumer Brand Strategy | $253,431 | $0 | $91,700 | $0 | $19,828 | $0 | $10,671 | $0 | $4,032 | $0 | $379,662 | $0 | $0 | $0 |
| Maureen E Sullivan | ||||||||||||||
| SR VP, Strategic Services & CSO | $394,952 | $0 | $175,000 | $0 | $134,565 | $0 | $93,087 | $0 | $44,423 | $0 | $842,027 | $0 | $0 | $0 |
| Cheryl L Thomas | ||||||||||||||
| VP, Human Resources | $45,237 | $0 | $74,200 | $0 | $18,684 | $0 | $2,779 | $0 | $7,867 | $0 | $148,767 | $0 | $0 | $0 |
| Jennifer Vachon | ||||||||||||||
| SR VP, Admin Services & Chief of Staff | $257,235 | $0 | $150,000 | $0 | $52,930 | $0 | $61,638 | $0 | $28,719 | $0 | $550,522 | $0 | $0 | $0 |
| Jody A Voss | ||||||||||||||
| VP, Strategic Business Services | $243,218 | $0 | $93,300 | $0 | $57,431 | $0 | $51,038 | $0 | $17,989 | $0 | $462,976 | $0 | $0 | $0 |
| Roger G Wilson | ||||||||||||||
| SR VP, Gen Counsel & Secretary | $424,979 | $0 | $206,000 | $0 | $149,186 | $0 | $154,165 | $0 | $16,074 | $0 | $950,404 | $0 | $0 | $0 |
| Nasir Khan | ||||||||||||||
| Exec Dir, Enterprise Informatics | $232,896 | $0 | $80,000 | $0 | $34,367 | $0 | $133,910 | $0 | $29,149 | $0 | $510,322 | $0 | $0 | $0 |
| Carole R Flamm | ||||||||||||||
| Exec Med Dir, Ctr for Clinic Value | $278,484 | $0 | $60,500 | $0 | $16,769 | $0 | $59,487 | $0 | $26,331 | $0 | $441,571 | $0 | $0 | $0 |
| John Cerisano | ||||||||||||||
| Exec Dir, Congress Relations | $242,892 | $0 | $63,500 | $0 | $46,766 | $0 | $41,057 | $0 | $40,236 | $0 | $434,451 | $0 | $0 | $0 |
| Daniel A Engel | ||||||||||||||
| Sr Assoc Gen Counsel | $221,083 | $0 | $56,000 | $0 | $53,539 | $0 | $85,660 | $0 | $21,311 | $0 | $437,593 | $0 | $0 | $0 |
| Steven D Putziger | ||||||||||||||
| Exec Dir, Brand Protect & Finance | $233,115 | $0 | $60,000 | $0 | $37,505 | $0 | $84,639 | $0 | $24,544 | $0 | $439,803 | $0 | $0 | $0 |
| Mark A Talluto | ||||||||||||||
| Exec Dir, Marketing | $236,228 | $0 | $72,900 | $0 | $8,927 | $0 | $14,119 | $0 | $28,255 | $0 | $360,429 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a | As an organization serving a system of locally based independent Plans offering health insurance in all 50 States, DC and Puerto Rico, the Association's officers are expected to maintain an unusually demanding travel schedule. Accordingly, a committee of the Association's Board comprised of independent Plan executives has established CEO travel policies designed to assure the Association is able to meet his travel commitments, including travel to underserved regional destinations. These policies include the use of charter aircraft and first class travel on scheduled commercial flights under certain limited circumstances. The use of these travel services are not treated as taxable compensation to the officers or board members. |
| Schedule J, Part I, Line 3 | The compensation of the CEO and the continued retention of his services are approved each year by a committee of the Association's Board comprised of independent Plan executives. That committee acts after deliberations based upon advice from a qualified independent compensation consulting firm. The consultants advice and those deliberations include a review of the results of the independent consultants research regarding compensation paid by other organizations for officers serving in capacities comparable to that of the Association's CEO. Each year this committees decisions are reported to the full Board during a regularly scheduled meeting. The Board deliberates on both matters. Extension of the period of the CEOs service requires action by the full Board. The compensation determinations of the committee stand approved unless the Board exercises its inherent prerogative to modify the committees compensation decisions. The same committee of independent Plan executives annually receives the CEOs recommendations regarding the compensation to be paid to the officers. As with the CEOs compensation, the deliberations of this committee and its decisions to approve or modify the CEOs recommendation are based upon the results of an independent consultants market research regarding comparable officer pay and the independent consultants advice. |
| Schedule J, Part I, Line 4 | As required by the instructions to Form 990, Schedule J, Part II, a hypothetical SERP accrual was calculated for each reportable person who was eligible to participate in that program. The accrual amounts were determined using the Association's best estimate of the accrual using the methodology specified in the instructions to Schedule J. Because vested accruals under the SERP are currently taxed based on a different methodology and the instructions to Schedule J specify that amounts reported in columns B(i) through B(iii) should not be reported again in column C or D, the amount of imputed SERP income reported in column B(iii) was subtracted in each case and the balance of the hypothetical accrual was included in column C for the applicable reportable persons as follows: Scott P Serota - 447,641; William A. Breskin - 15,837; William J Colbourne - 256,653; Frank Coyne - 32,353; Kathy Didawick - 13,160; Jena Lanise Bell Estes - 15,583; Alissa T Fox -44,888; Justine Handleman - 20,951; Mitchell Helfand - 49,064; Shirley Lady - 22,640; Bill OLoughlin - 31,227; Doug Porter - 20,162; Maureen E Sullivan - 33,260; Jennifer Vachon - 24,676; Jody Voss - 17,997; Roger G Wilson - 70,088; Nasir Khan - 29,036; Carole Flamm - 14,861; Dan Engel - 11,755 and Steven Putziger - 41,973. The combined total of imputed SERP included in column C =1,213,805. |
| Schedule J, Part I, Line 7 | The Association maintains an Association wide annual performance bonus program that assures a portion of employees annual compensation is contingent upon the attainment of pre-approved organizational performance goals, as weighted by the performance measurement process that evaluates each individual employees efforts. Officers, like all employees, are eligible to participate in this program. The performance goals and the budget for this bonus program are approved each year by the Associations Board based upon recommendations from a Board committee consisting of independent Plan executives. Moreover, the performance assessment judgments and the approval of actual payouts require approval by that committee. The CEO also participates in a Long Term Incentive Bonus program. As with the regular performance bonus program, payouts under the Long Term Incentive Program reflect the extent to which preestablished performance goals are reached. However, unlike the annual performance bonus program, the Long Term Incentive program operates on a multi-year cycle to assure that the CEO has incentives that look beyond the immediate year. This program, the performance measurements and the assessment of the achievement of those goals and the resulting payout amounts are all approved by the same Board committee described above and reported to the full Board. The committees deliberations regarding the establishment of the program, the selection of the performance factors and assessment of performance all include consultation and recommendation from a qualified independent compensation consultant based upon a market study of comparable programs for comparable executives. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (11 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| F Ruiz | |||
| Directors Family | $102,728 | Employee Salary | 0 |
| N Parker | |||
| Directors Family | $93,718 | Employee Salary | 0 |
| Health Intelligence Co LLC | |||
| Officer - Customers Director | $11,727,817 | Payment for Services | 0 |
| BCS Insurance Company | |||
| Officer-Vendors Director | $729,845 | Payment for Insurance | 0 |
| Health Intelligence Co LLC | |||
| Officer - Vendors Director | $16,720,287 | Receipts - Contract Fees | 0 |
| National Account Services Company | |||
| Officer-Customers Director | $3,250,354 | Receipts for Services | 0 |
| Highway to Health Inc | |||
| Officer-Customers Director | $1,756,216 | Receipts for License | 0 |
| Consortium Health Plans Inc | |||
| Director-Vendors Director | $407,875 | Payment for Services | 0 |
| BCBS Venture Partners LP | |||
| Officer-Customer Director | $289,579 | Receipts for Services | 0 |
| BCBS Venture Partners II LP | |||
| Officer-Customers Director | $254,181 | Receipts for Services | 0 |
| BCS Life Insurance Co | |||
| Director-Customers Director | $146,771 | Receipts for Services | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 2 | dddd |
| Form 990, Part VI, Section A, Line 2 | Various Association Board members (directors) also sit on the board of Blue Cross Blue Shield Association affiliates. |
| Form 990, Part VI, Section A, Line 6 | BCBSA has thirty seven (37) independent health care plan licensees operating in specified domestic service areas. All health care plan licensees are Association members. |
| Form 990, Part VI, Section A, Line 7a | The governing body approves a nominating committee to oversee governing body elections. |
| Form 990, Part VI, Section A, Line 7b | Governing body decisions are approved according to the by-laws of the corporation. |
| Form 990, Part VI, Section B, Line 11b | In general, Form 990 content and sources of information are reviewed by subject matter experts including, but not limited to, internal and external tax and accounting professionals and internal legal personnel. Finalizing the return draft consists of discussions between Finance Officers and Finance Managers regarding the numeric results and written responses to select return questions. Upon internal agreement as to the form and content, an electronic draft 990 is sent to the Association's board prior to filing. |
| Form 990, Part VI, Section B, Line 12c | BCBSA maintains a comprehensive code of conduct and compliance program applicable to all employees and officers. In addition, all employees, officers, and board members are required to complete an annual conflict of interest form. The BCBSA Chief Auditor and Compliance Officer is charged with investigating any allegations of non compliance with the code of conduct, including any complaints reported through the anonymous hotline maintained through an independent organization. The results of the compliance programs effectiveness are reported to the audit committee of the Board of Directors on an annual basis. Failure to adhere to the code of conduct may result in disciplinary action, up to and including termination of employment. |
| Form 990, Part VI, Section B, Line 15 | The compensation of the CEO and the continued retention of his services are approved each year by a committee of the Association's Board comprised of independent Plan executives. That committee acts after deliberations based upon advice from a qualified independent compensation consulting firm. The consultant's advice and those deliberations include a review of the results of the independent consultant's research regarding compensation paid by other organizations for officers serving in capacities comparable to that of the Association's CEO. Each year this committee's decisions are reported to the full Board during a regularly scheduled meeting. The Board deliberates on both matters. Extension of the period of the CEO's service requires action by the full Board. The compensation determinations of the committee stand approved unless the Board exercises its inherent prerogative to modify the committees compensation decisions. The same committee of independent Plan executives annually receives the CEO's recommendations regarding the compensation to be paid to the officers. As with the CEO's compensation, the deliberations of this committee and its decisions to approve or modify the CEO's recommendation are based upon the results of an independent consultant's market research regarding comparable officer pay and the independent consultant's advice. |
| Form 990, Part VI, Section C, Line 19 | The Association complies with all applicable public disclosure requirements. Thus, for example, members of the public may request an opportunity to review the Association's Form 990 or to make a copy by sending a written req'uest or appearing in person at its principal office or any of its other locations. The Associations favorable determination letter regarding its tax exempt status and materials comprising its exemption application are also available in this manner. If the Association's governing documents (articles of incorporation and bylaws) and conflict of interest policy are subject to applicable federal or state public disclosure requirements, those documents will be made publicly available as applicable law may require. For example, Form 990 filings may include bylaw amendments and those amendments will be made available as noted above. Otherwise, the governing documents and conflict of interest policy will be provided to the public at the discretion of the Association's management. |
| Form 990, Part IX, Line 11g | Temporary Help - $39,495,877; Recruiting - $942,252; Printing and Graphics - $2,786,885; VariousConsulting Fees including (but not limited to) actuaries, public relations, market research and business strategy, public policy and government relations, data analysis and infrastructure design - $100,707,283 |
| Form 990, Part XI, Line 9 | ASC 715 Other Comprehensive Income from Pension Plan Obligations ($40,104,756) + Intercompany Activity $3,390 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Health Services Foundation | ||||||||||
| 225 North Michigan Avenue | Chicago | IL | 60601 | 237011867 | Education,Research | IL | 501(c)(3) | 9 | N/A | 0 |
| BC and BS Foundation on Health Care | ||||||||||
| 225 North Michigan Avenue | Chicago | IL | 60601 | 237164980 | Education,Research | IL | 501(c)(3) | 9 | N/A | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BCBSA Services Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 North Michigan Avenue | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364176277 | EIN |
| Primary Activities | Int'l Licensing | PrimaryActivitiesTxt |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | $13,837 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $42,755 | ShareOfEOYAssetsAmt |
| Ownership | 1 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| BCBSA Services Inc | ||
| l | $64,015 | Actual costs plus markup for BCBSA costs |
| BCBSA Services Inc | ||
| q | $97,121 | Actual costs incurred by reporting entity |