Civic Intelligence

Corewell Health

990 • Fiscal year 2020 • EIN 38-2715520

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 15, 2021

1231 East Beltline NEGrand Rapids, MI 49525

(616) 774-5083

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

49th percentile

0.40x

Higher debt load relative to assets than 49% of similar nonprofits.

2020 filings • $1B+ nonprofits • Source year 2020

Liabilities / Revenue

17th percentile

0.20x

Higher debt load relative to revenue than 17% of similar nonprofits.

2020 filings • $1B+ nonprofits • Source year 2020

Net Margin

30th percentile

2.4%

Higher net margin than 30% of similar nonprofits.

2020 filings • $1B+ nonprofits • Source year 2020

Top Officer Pay

85th percentile

$3,521,579

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2020 filings • $1B+ nonprofits • Source year 2020

Asset Growth

90th percentile

32%

Faster asset growth than 90% of similar nonprofits.

2020 filings • $1B+ nonprofits • Annualized from 2019 to 2020

Revenue Growth

82nd percentile

15%

Faster revenue growth than 82% of similar nonprofits.

2020 filings • $1B+ nonprofits • Annualized from 2019 to 2020

Assets

Up

$1,997,380,716

Up $489,593,302 (+32%) from 2019

Net Assets

Up

$1,208,140,058

Up $243,297,044 (+25%) from 2019

Liabilities

Up

$789,240,658

Up $246,296,258 (+45%) from 2019

Revenue

Up

$3,987,261,671

Up $518,048,839 (+15%) from 2019

Expenses

Up

$3,891,453,364

Up $566,954,947 (+17%) from 2019

Net Income

Down

$95,808,307

Down $48,906,108 (-34%) from 2019

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0B$2.0B$1.0B$0Assets 2011: $502,347,118Liabilities 2011: $275,122,913Net Assets 2011: $227,224,2052011Assets 2012: $569,700,653Liabilities 2012: $264,175,164Net Assets 2012: $305,525,4892012Assets 2013: $650,080,191Liabilities 2013: $257,018,012Net Assets 2013: $393,062,1792013Assets 2014: $771,566,127Liabilities 2014: $302,778,294Net Assets 2014: $468,787,8332014Assets 2015: $935,637,044Liabilities 2015: $406,307,790Net Assets 2015: $529,329,2542015Assets 2016: $1,024,534,162Liabilities 2016: $450,477,884Net Assets 2016: $574,056,2782016Assets 2017: $1,189,975,844Liabilities 2017: $520,718,683Net Assets 2017: $669,257,1612017Assets 2018: $1,276,184,676Liabilities 2018: $516,041,187Net Assets 2018: $760,143,4892018Assets 2019: $1,507,787,414Liabilities 2019: $542,944,400Net Assets 2019: $964,843,0142019Assets 2020: $1,997,380,716Liabilities 2020: $789,240,658Net Assets 2020: $1,208,140,0582020Assets 2021: $2,003,321,140Liabilities 2021: $690,546,713Net Assets 2021: $1,312,774,4272021Assets 2022: $1,979,660,437Liabilities 2022: $704,252,394Net Assets 2022: $1,275,408,0432022Assets 2023: $2,147,971,026Liabilities 2023: $734,060,652Net Assets 2023: $1,413,910,3742023Assets 2024: $2,373,992,522Liabilities 2024: $875,485,934Net Assets 2024: $1,498,506,5882024

Highlighted filing

2020

Assets$1,997,380,716
Liabilities$789,240,658
Net Assets$1,208,140,058

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0B$4.0B$2.0B$0-$2.0BRevenue 2011: $1,868,373,524Expenses 2011: $1,834,777,716Net Income 2011: $33,595,8082011Expenses 2012: $1,878,070,9682012Revenue 2013: $1,878,694,763Expenses 2013: $1,820,183,885Net Income 2013: $58,510,8782013Revenue 2014: $1,994,810,250Expenses 2014: $1,903,436,865Net Income 2014: $91,373,3852014Revenue 2015: $2,219,948,393Expenses 2015: $2,128,505,718Net Income 2015: $91,442,6752015Revenue 2016: $2,682,911,106Expenses 2016: $2,631,761,473Net Income 2016: $51,149,6332016Revenue 2017: $3,035,414,352Expenses 2017: $2,956,027,143Net Income 2017: $79,387,2092017Revenue 2018: $3,203,751,498Expenses 2018: $3,079,853,067Net Income 2018: $123,898,4312018Revenue 2019: $3,469,212,832Expenses 2019: $3,324,498,417Net Income 2019: $144,714,4152019Revenue 2020: $3,987,261,671Expenses 2020: $3,891,453,364Net Income 2020: $95,808,3072020Revenue 2021: $4,330,694,532Expenses 2021: $4,341,991,959Net Income 2021: -$11,297,4272021Revenue 2022: $4,806,940,186Expenses 2022: $4,702,803,936Net Income 2022: $104,136,2502022Revenue 2023: $5,417,873,632Expenses 2023: $5,399,882,862Net Income 2023: $17,990,7702023Revenue 2024: $5,934,612,352Expenses 2024: $5,933,816,597Net Income 2024: $795,7552024

Highlighted filing

2020

Revenue$3,987,261,671
Expenses$3,891,453,364
Net Income$95,808,307
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 15, 2021
Return Version
2020v4.0
Gross Receipts
$7,827,344,340
Mission and Program Overview

Mission

To improve the health, and therefore the lives, of the members and communities we serve.

To Improve Health, inspire hope and save lives.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$778,769,210$1,054,733,052▲ $275,963,842
Investments in Publicly Traded Securities$625,598,260$839,308,775▲ $213,710,515
Savings and Temporary Cash Investments$454,490,446$545,417,011▲ $90,926,565
Investments Program Related$179,815,539$267,923,232▲ $88,107,693
Accounts Receivable$123,262,181$166,391,917▲ $43,129,736
Pd in Cap Srpls Land Bldg Eqp Fund$186,065,280$153,398,482▼ $32,666,798
Intangible Assets-$45,507,319-
Cash and Non-Interest-Bearing Accounts$-38,309,478$31,312,072▲ $69,621,550
Land, Buildings, and Equipment, Net$26,843,396$26,182,619▼ $660,777
Prepaid Expenses and Deferred Charges$465,399$0▼ $465,399
Cap Stk Tr Prin Current Funds$8,524$8,524→ $0
Receivables From Officers Etc$3,549$0▼ $3,549
Receivable From Disqualified Prsn$0$0→ $0
Investments Other Securities$0--
Loans From Officers Directors$0$0→ $0
Total Assets$1,507,787,414$1,997,380,716▲ $489,593,302
Other Assets Total$135,618,122$75,337,771▼ $60,280,351
Liabilities
Accounts Payable and Accrued Expenses$357,620,954$466,476,401▲ $108,855,447
Other Liabilities$137,223,504$267,751,395▲ $130,527,891
Deferred Revenue$28,692,567$36,850,880▲ $8,158,313
Mortgage Notes Payable Secured by Investment Property$19,407,375$18,161,982▼ $1,245,393
Total Liabilities$542,944,400$789,240,658▲ $246,296,258
Net Assets / Fund Balance
Total Net Assets Fund Balance$964,843,014$1,208,140,058▲ $243,297,044
Total Liabilities and Net Assets / Fund Balance$1,507,787,414$1,997,380,716▲ $489,593,302

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$15,794,619$10,047,609$25,842,228
Land$10,388,000-$10,388,000
Leasehold Improvements$0$210,669$210,669
Investment Program Related Org$267,923,232--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-President & CEOPT$592,213$725,847$1,318,060
-Treasurer & SVP, FinancePT$312,756$246,757$559,513
-SVP, Provider Network - Part YearPT$291,184$233,151$524,335
-SVP, Cons/govt Mkt & CMOPT$275,354$217,712$493,066
-SVP, Advanced Analytics/chief ActuaryPT$289,565$198,371$487,936
-SVP, Chief Medical OfficerPT$283,678$186,511$470,189
-SECRETARY & SVP, General CounselPT$271,556$192,046$463,602
-SVP, Employer SolutionsPT$276,310$167,036$443,346
-SVP, Information Services-Data & AnalyticsFT$245,817$189,548$435,365
-SVP, Human ResourcesFT$202,225$157,446$359,671
-VP, Advanced AnalyticsFT$228,996$118,275$347,271
-SVP, Provider NetworkFT$220,610$114,401$335,011
-Former SVP, Chief Medical Officer-$325,009$325,009$325,009
-VP, Marketing - Part YearFT$74,375$219,173$293,548
-Medical DirectorFT$205,345$74,340$279,685
-Chair-$20,000$20,000$40,000
-Director-$12,250$12,750$12,250

Board Members and Trustees

NameTitle
-Former VP, System Total Value

Highest Paid Contractors

ContractorServicesLocationCompensation
Express ScriptsClaims Services1 Express Way, St Louis, MO 63121$844,663,285
Munson Medical CenterClaims Services1105 6TH STREET, Traverse City, MI 49684$87,210,746
Regents Of University Of MichiganClaims Services1500 EAST MEDICAL CENTER DRIVE, Ann Arbor, MI 48109$82,208,270
Metropolitan HospitalClaims Services5900 Byron Center Ave SW, Wyoming, MI 49519$80,078,818
Saint Marys Health ServicesClaims Services200 JEFFERSON STREET SE, Grand Rapids, MI 49503$73,890,995
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,954,833,776
Investment Income
$31,470,028
Other Revenue
$957,867
Change in Net Assets
$95,808,307
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$330,442,139
Salaries, Compensation, and Employee Benefits$223,509,224
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$3,337,502,001--$3,337,502,001
Other Salaries and Wages$94,711,113$77,490,909-$172,202,022
Fees for Services Other$33,886,754$27,725,526$0$61,612,280
Other Employee Benefits$14,429,144$11,805,664-$26,234,808
Payroll Taxes$10,781,814$8,821,484-$19,603,298
Advertising$8,247,490$6,747,947-$14,995,437
All Other Expenses$6,130,892$5,016,185$0$11,147,077
Office Expenses$5,234,239$4,282,559-$9,516,798
Occupancy$3,241,664$2,652,270-$5,893,934
Depreciation Depletion$3,197,090$2,615,801-$5,812,891
Current Officers, Directors, Trustees, and Key Employees$2,971,187$2,430,971-$5,402,158
Information Technology$1,734,997$1,419,543-$3,154,540
Fees for Service Investment Mgmnt Fees-$1,212,335-$1,212,335
Other Expenses$1,023,998$34,658,688-$1,023,998
Insurance$316,552$258,997-$575,549
Interest$361,911--$361,911
Conferences and Meetings$173,774$142,178-$315,952
Travel$144,982$118,621-$263,603
Fees for Services Legal-$128,939-$128,939
Comp Disqual Persons$36,816$30,122-$66,938
Fees for Services Accounting-$45,239-$45,239
Fees for Services Lobbying$40,319--$40,319
Total Functional Expenses$3,667,849,386$223,603,978$0$3,891,453,364
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Board member owning more than 35% of entity doing business with Priority Health.Business RelationshipNo$212,640
-Son of Mr. Michael Koziara, a Key Employee of the organization.EmploymentNo$66,938

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$3,549$0▼ $3,549
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Liabilities$129,703,314
PPACA Fee Payable$91,085,682
Due to affiliates$46,962,399
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
Yes
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 1A Delegate broad authority to A committee

Committees - The Chair of the Board of Directors may establish such standing or special committees from time to time as he or she will deem appropriate to conduct the activities of the corporation, and will define the powers and responsibilities of such committees. Persons who are not members of the Board of Directors will be eligible to serve on committees other than the Executive Committee. The members and chair of all committees will be appointed by the Chair of the Board of Directors for a one (1) year term or until their successors are duly elected, but will be subject to removal at any time by the Chair of the Board of Directors. A committee will have the specific powers and responsibilities as determined by the Board of Directors excluding those powers and responsibilities retained by the shareholders or Board of Directors pursuant to the Articles of Incorporation or Bylaws of the corporation. Executive Committee - The Chair of the Board of Directors may appoint an Executive Committee consisting of the Chair of the Board of Directors, the Vice Chair, and such additional directors as the Chair of the Board of Directors may determine from time to time. The Executive Committee may exercise all powers and authority of the Board of Directors in managing the corporation between meetings of the Board of Directors (within the limits prescribed by the Articles of Incorporation or Bylaws of the corporation or by law) or may have such specific powers and responsibilities as determined by the Chair of the Board of Directors.

Form 990, Part VI, Line 2 Family/business relationships amongst interested persons

CERTAIN MEMBERS OF THE BOARD OF DIRECTORS AND OFFICERS OF THE ORGANIZATION ALSO SERVE ON THE BOARD OF DIRECTORS AND/OR AS OFFICERS OF RELATED TAXABLE ENTITIES - Business relationship

Form 990, Part VI, Line 6 Classes of members or stockholders

The Organization has three shareholders as follows: Spectrum Health System (EIN 38-3382353), Class A Shareholder - 93.9% Munson Healthcare (EIN 38-2640544), Class B Shareholder - 5.5% McLaren Northern Michigan (EIN 38-2146751), Class B Shareholder - 0.6% All Shareholders are tax-exempt Internal Revenue Code Section 501(c)(3) organizations.

Form 990, Part VI, Line 7A Members or stockholders electing members of governing body

Election of Members and Their Rights From Priority Health bylaws: 6.2 Number and Class of Directors. The Board of Directors will be composed of not less than fifteen (15) and not more than twenty-one (21) members, which will be divided into the following classes: 6.2.1 One-third (1/3) of the directors will be adult enrollees as specified under MCL Section 500.3511(1) and elected pursuant to Section 6.3 below. At least one (1) of such adult enrollee directors will be from the corporation's Northern service area that is also served by the Class B Shareholders (the Northern Shareholders). 6.2.2 Two (2) of the directors will be appointed jointly by the Class B Shareholders. Of such directors, one (1) will be a physician. 6.2.3 The remainder of the directors (not less than eight (8)) will be appointed by the Class A Shareholder. 6.3 Election of Adult Enrollee Members. The Governance Committee or similarly delegated committee of the Board of Directors will solicit names of potential candidates from the members, shareholders, directors and community. The Committee will submit to the Board of Directors a list of nominees for election to the Board of Directors as adult enrollee representatives. At least one (1) member will be nominated for each directorship to be filled at such annual meeting. No more than two (2) persons employed by or affiliated with any one (1) employer or other group may be nominated. 6.4 Term. The adult enrollee members will be divided into three (3) classes, which will be as evenly divided as possible. The terms of office of the classes will expire in three (3) successive years, with one (1) class expiring each year. Each elected director will be elected for a term of three (3) years (except for the directors elected immediately after adoption of this Section 6.4 who will serve the terms designated by the Board of Directors). The directors appointed by the Class A and Class B Shareholders will serve one (1) year terms or until such time as their successor is appointed. 6.5 Vacancies. Any vacancy in a Board of Director position designated by the Class A and Class B Shareholders will be filled by the Class A and Class B Shareholders, respectively. Any vacancy in a position for an adult enrollee will be filled by the remaining adult enrollees on the Board of Directors. Each person appointed to fill a vacancy will complete the unexpired portion of the original term of the director being replaced or such term as designated by the shareholder, following non-binding consultation with the Chairperson of the corporation's Board; or (ii) allow the seat to remain vacant until an individual is appointed by the shareholder pursuant to Section 6.4 of these Bylaws.

Form 990, Part VI, Line 7B Decisions requiring approval by members or stockholders

Decisions Subject to Approval of shareholders (Not Members) Certain decisions are subject to approval of shareholders. From Priority Health bylaws: 2.2 Class A Shareholder's Reserved Powers. The Class A Shareholder shall have the reserved powers set forth in this Section 2.2. The corporation's Board of Directors may recommend action to the Class A Shareholder with respect to the reserved powers set forth in this Section 2.2. The actions listed below may, notwithstanding any other provision of these Bylaws or the Articles, be unilaterally caused and/or taken by the Class A Shareholder, within its sole and exclusive power and discretion, and shall not be deemed authorized unless and until approved by the Class A Shareholder: 2.2.1 Amendment of the Articles of Incorporation or Bylaws of the corporation as provided in Section 13.1 of these Bylaws; 2.2.2 Election and/or removal of the Class A Shareholder-appointed members of the corporation's Board of Directors pursuant to Article VI of these Bylaws; 2.2.3 Election and/or removal of the corporation's Chairperson of the Board of Directors; 2.2.4 Hiring, discharge, and evaluation of the corporation's President following consultation with the corporation's Board of Directors pursuant to Section 7.3; 2.2.5 Adoption of the corporation's strategic plan(s); 2.2.6 Adoption of the corporation's annual operating and capital budgets, and any amendments to such budgets in excess of the Authority Matrix Amount; 2.2.7 All capital expenditures by the corporation in excess of that amount (the "Authority Matrix Amount") set forth in the Authority Matrix for Capital Expenditures and Loans to Non-Spectrum Health Entities (the "Expenditure Authority Matrix"), a current copy of which is attached hereto as Exhibit A and which may be amended from time to time by Spectrum Health System ("Spectrum Health"); 2.2.8 All borrowings or guarantees of indebtedness by the corporation (or any entity controlled by the corporation), including any operating lease in an amount greater than one million dollars ($1,000,000.00) during the initial lease term, not including renewals and/or extensions; 2.2.9 All lending by the corporation (or any entity controlled by the corporation) to persons other than Spectrum Health or an entity controlled by Spectrum Health in excess of the Authority Matrix Amount; 2.2.10 The corporation's investments of cash and/or reserves, whether on an individual basis or as part of a pooled investment strategy; 2.2.11 Any merger or consolidation of the corporation (or any entity controlled by the corporation), or any other change in ownership percentages, control, or capital structure of the corporation (or any entity controlled by the corporation); 2.2.12 The purchase of all, or a majority of, another corporation, limited liability company, partnership or other legal entity's stock, membership interest, partnership interest, other ownership interest, or assets; 2.2.13 The creation of any entity controlled, directly or indirectly, by the corporation; 2.2.14 The sale or transfer of more than ten percent (10%) of the assets of the corporation (or any entity controlled by the corporation) to any person or entity not controlled by Spectrum Health; 2.2.15 Dissolution of the corporation; 2.2.16 The selection, retention, and oversight of the outside auditors for the corporation (or any entity controlled by the corporation) and 2.2.17 In other cases when required by law or as otherwise provided in these Bylaws. The Class A Shareholder, prior to exercising any of the reserved powers set forth above, shall notify the Class B Shareholder (provided such action is not taken at a duly called meeting of the shareholders, Board of Directors or any designated committee). 2.3 Class B Shareholders' Reserved Powers. The Class B Shareholders shall have the reserved powers set forth in this Section 2.3. The corporation's Board of Directors may recommend action to the Class B Shareholders with respect to the reserved po

Form 990, Part VI, Line 11B Review of form 990 by governing body

The review process for this Form 990 is as follows: 1. Preparation of the return is supervised and reviewed by the organization's Corporate Tax Manager. 2. A second review is performed by an external CPA firm with expertise in tax-exempt return preparation. 3. The return is reviewed by the organization's finance and legal departments (Including the SVP, Finance; SVP, General Counsel; VP, Controller) and shared with the members of the finance committee and board of directors. 4. The organization's SVP, Finance reviews comments or questions received from members of the Board of Directors, if any, to address or to incorporate, as appropriate, into the return prior to filing.

Form 990, Part VI, Line 12C Conflict of interest policy

BOARD OF DIRECTORS 1. Conflicts of interest must be disclosed, BOTH VIA AN ANNUAL ELECTRONIC DISCLOSURE PROCESS as well as verbally at a board meeting prior to discussion of any agenda item with regard to which a board member has a conflict. 2. A person having a financial interest in a proposed transaction or arrangement may make a presentation at a meeting of the Board of Directors or committee considering that transaction or arrangement, but after that presentation he or she shall leave the meeting during discussion and voting on that proposed transaction or arrangement. The person having the financial interest shall not be counted in determining whether a quorum is present. 3. The chairperson of the Board of Directors or committee shall, if appropriate, appoint a disinterested person or committee (including outside advisors) to investigate alternatives to the proposed transaction or arrangement, and to advise whether the proposed transaction or arrangement is in the organization's best interest. 4. The Board of Directors or committee shall exercise due diligence to determine whether the organization can, with reasonable efforts, obtain a more advantageous transaction or arrangement that would not give rise to a conflict of interest. 5. If a more advantageous transaction or arrangement is not reasonably attainable under circumstances that would not give rise to a conflict of interest, the Board of Directors or committee shall determine by a majority vote of the disinterested directors and members whether the proposed transaction or arrangement is in the organization's best interest and for its own benefit and whether the transaction is fair and reasonable to the organization, and shall make its decision as to whether to enter into the transaction or arrangement in conformity with such determination. 6. The minutes of the meetings of the Board of Directors and all of the organization's committees shall set forth: a)The names of the persons who disclosed a financial interest in a proposed transaction or arrangement involving the organization or any of its subsidiaries and the nature of the financial interest; and b)The names of the persons who were present for discussions and votes relating to such transaction or arrangement, including any discussion of alternatives to the proposed transaction or arrangement, and a record of any votes taken in connection with that matter. The votes of individual members need not be recorded unless otherwise directed by the Board of Directors or committee. 7. There is an ongoing requirement that members of the board of directors complete another disclosure questionnaire at any point during his/her tenure on the board of directors when a new potential conflict of interest arises. If a member of the board of directors completes a disclosure questionnaire as a result of a new potential conflict of interest, that disclosure questionnaire is submitted to the legal, organizational integrity, internal audit, and human resources departments for review. MANAGEMENT 1. Upon acceptance of an employment offer, each member of management completes a conflict of interest disclosure questionnaire. A copy of the member of management's disclosure questionnaire is sent to the Organizational Integrity Department. A copy of the member of management's disclosure is reviewed by the organization's COI coordinator and escalated to the COI Committee if necessary. 2. Annually, each member of management completes an annual conflict of interest disclosure questionnaire electronically. The disclosure questionnaire is reviewed by the legal, organizational integrity, internal audit, and human resources departments. 3. There is an ongoing requirement that members of management complete another disclosure questionnaire at any point during his/her employment when a new potential conflict of interest arises. If a member of management completes a disclosure questionnaire as a result of a new potential conflict of interest, that dis

Form 990, Part VI, Line 15A Process to establish compensation of top management official

The Spectrum Health System Board of Directors (through its Executive Committee) uses the following process for determining compensation of the top management official, other officers, and key employees at Priority Health. Labor market data reflecting comparable organizations and jobs (prepared by independent firms) are relied upon. Competitive assessment reports are provided to the Executive Committee in advance of meetings. The competitive assessment report is prepared by a nationally known independent executive compensation firm. For Calendar Year 2020 (1/1/20-12/31/20), three health care executive compensation surveys, two medical group surveys, one pediatric hospital survey and one health plan survey prepared by independent firms were the primary sources referenced to obtain market data for the review: * Sullivan, Cotter and Associates: 2018 Survey of Manager and Executive Compensation in Hospitals and Health Systems * Integrated Healthcare Strategies: 2018 HealthCare Executive Compensation Survey * Mercer: 2018 Integrated Health Networks Compensation Survey, also provides data for health plans * Medical Group Management Association: 2018 Management Compensation Survey * Sullivan, Cotter and Associates: 2018 Physician Compensation and Productivity Survey Report * Sullivan, Cotter and Associates: 2018 Custom Survey of Manager and Executive Compensation in Children's Hospitals * Warren: Fall 2018 HMO Salary Survey In addition, four general industry surveys were referenced: * Mercer: 2018 Executive Compensation Survey * Mercer: 2018 Information Technology Survey * Mercer: 2018 Human Resources Survey * Towers Watson: 2018 Top Management Compensation Report In addition to the above data sources, the Executive Committee approved the creation of a custom peer group of high performing integrated health systems to ensure robust data and a relevant comparator universe. The peer group organizations are approved by the Executive Committee and consist of double A bond rated and / or Truven top quintile organizations. Data for the peer group organizations is compiled by the independent executive compensation firm. Compensation adjustments are approved by Executive Committee members, consistent with the Spectrum Health compensation philosophy described below. Minutes of Committee discussions and decisions are prepared to memorialize Executive Committee decisions based upon the above data. Cash compensation data relied upon by the Executive Committee is national and reflects the compensation paid to executives in comparable jobs in comparably-sized health care and / or health insurance organizations. Spectrum Health recruits nationally for its executives. Benefits data reflect national health care / health insurance market practices. Geographic pay differential and cost of living data indicates consistency with national data. This process is intended to assist Spectrum Health in qualifying for the rebuttable presumption of reasonableness (Intermediate Sanctions Regulations) and complying with the potential Spectrum Health Excess Benefit Transaction Policy for those individuals in the group who are disqualified persons. The opinion submitted from the third party independent consulting firm is in accordance with the provisions of Treasury Regulations Section 53.4958-6(c)(2) and is also intended to satisfy the professional advice requirement of Treasury Regulations Section 53.4958-1(d)(4)(iii).

Form 990, Part VI, Line 15B Process to establish compensation of other employees

See explanation provided for Form 990, Part VI, Line 15a.

Form 990, Part VI, Line 19 Required documents available to the public

The organization's Articles of Incorporation and Statutory Financial Statements are on file with the State of Michigan and available to the public on the State's website. The organization's bylaws and internal policies are generally not made available to the public. The overall system consolidated financial statements are provided at www.spectrumhealth.org/about-us in the section titled "value and transparency." Financial performance is discussed at an annual public meeting held and posted to www.spectrumhealth.org/about-us annually (under the section titled "value and transparency").

Form 990, Part VII, Section A, Line 2 Individuals Compensated more than $100,000

There are no individuals reported as all are employed by the parent organization spectrum health system. Refer to the disclosure for form 990, part v, line 2a for further detail.

Form 990, Part VII, Section A COMPENSATION OF DIRECTORS

Based on external opinion by sullivan cotter and associates, inc., priority health compensates board members in a manner that is reasonable in relation to market data. Board of directors compensation is reviewed annually by internal staff to confirm compensation falls within reasonable limits. Any compensation amount is treated as taxable to the board member and is reported and provided to them on form 1099, as required according to the reporting thresholds. Certain board members are employed by a related organization. Compensation reported in part vii, section a, column e is for services performed for the related organization, not the filing organization.

Filing and Contact Details

Filer

Filer Name
Priority Health
EIN
38-2715520
Phone
6167745083
Address
1231 East Beltline NE, Grand Rapids, MI 49525

Signing Officer

Name
Nick Gates
Title
SVP, Finance
Signed
2021-10-15
Discuss with paid preparer
Yes

Organization Details

Formed
1986
Legal Domicile
Mi
Voting Board Members
17
Independent Board Members
12
Employees
0
Volunteers
0

Preparer

Firm
Bdo USA Llp
Address
200 Ottawa Ave NW Suite 300, Grand Rapids, MI 49503
Preparer
Jacob Cook
Phone
6167747000
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4A PROGRAM SERVICE DESCRIPTION - PRIORITY HEALTH HMO

Priority health is an integral part of the spectrum health system, an integrated not-for-profit health system serving communities throughout michigan. Priority health's mission, led by its community board, strives to return value to the communities served beyond the provision of health care to its members. Priority health has built a long history of offering michigan employers and individuals progressive products and innovative programs intended to keep costs down and members healthy. Its broad portfolio of products and services includes traditional medical plans as well as hsa's, hra's and other consumer-driven products. Priority health has consistently maintained "commendable" accreditation for its hmo products from the national committee for quality assurance (ncqa), an independent managed care accrediting body. Priority health has earned either a "commendable" or "excellent" rating every year since 1998 (2020 ratings were not released due to covid-19 pandemic). Priority health has also maintained an "a" (excellent) financial strength rating for five consecutive years from a.m. Best, a health insurance ratings agency, recognizing the financial strength of the organization and focus on managing the cost of health care for its community. In early 2020, priority health completed a merger with total health care, inc., a health plan based in southwest michigan. Both companies will continue to operate independently and maintain separate brands. Priority health will continue to serve members statewide and total health care will continue to concentrate on the city of detroit and the surrounding communities. As part of this merger, a foundation was established to which priority health committed $25 million to focus on improving health in detroit area communities. The foundation will support and invest in health care initiatives that increase access, improve outcomes, and having a meaningful impact on the lives of the people in and around the city of detroit. Priority health's majority shareholder, spectrum health is a not-for-profit health system, based in west michigan, offering a full continuum of care through the spectrum health hospital group, which is comprised of 14 hospitals; 150 ambulatory and service sites; 4,700 physicians and advanced practice providers; and priority health, a health plan with more than 920,000 members. Spectrum health is west michigan's largest employer, with over 31,000 employees. The organization provided $542 million in community benefit during calendar year 2020. Spectrum health remains one of the top health systems in the country in the country and expanded its footprint with the 2018 integration of lakeland regional health system in southwest michigan. The affordable care act (aca) added new requirements that hospital organizations must satisfy in order to maintain tax exempt status under irc section 501(c)(3). One of the requirements under this act is to conduct a community health needs assessment (chna) and adopt an implementation strategy at least once every three years. Spectrum health completed several implementation plans identifying the community health needs and implementation plan goals for each spectrum health hospital. One need identified in the chna's is access to health care, which includes improving access to affordable health care for all community members. In addition, all community members should have access to preventive care and medical home care, including the uninsured and low-income working individuals. Spectrum health works closely with priority health to achieve the identified needs and goals. Priority health pursues initiatives that will improve patient outcomes while helping to reduce the overall cost to the member. In 2020, priority health lowered health costs across all lines of business by $11.9 million in incremental savings through new or expanded managed care initiatives and chronic disease management programs. These programs influence physician practices, promote ap

Form 990, Part III, Line 4A PROGRAM SERVICE DESCRIPTION - PRIORITY HEALTH HMO (CONTINUED)

In 2016, priority health was selected by the centers for medicare and medicaid services (cms) to participate in a federal comprehensive primary care plus (cpc+) initiative, a national advanced primary care medical home model that aims to strengthen primary care through regionally based multi-payer payment reform and care delivery transformation. The goals of cpc+ are to improve the quality-of-care patients receive, improve patients' health, and spend health care dollars wisely. Cpc+ will bring together cms, commercial insurance plans, priority health choice, and priority health medicare to provide the financial support necessary for practices to make fundamental changes in their care delivery. The cpc+ pilot began in january 2017 and tests a 5-year model. Priority health has been a leader in patient-centered care and has a proven record of working with physicians to improve health outcomes. Through its partners in performance program, priority health encourages and rewards the quality care of primary care physicians. The physicians and practices selected for the priority health quality awards have achieved the highest overall scores for ensuring patients receive preventive care, control chronic disease and have a good experience. Each award recipient is selected by analyzing the results of the priority health primary care provider incentive program, a program that tracks clinical quality measures against national standards and evidence-based medicine. Priority health paid primary care providers more than $39 million in 2021 based on their performance in 2020. The program's success is clearly demonstrated by the number of priority health members who receive preventive screenings. In the last year, more than 74% of priority health members received routine colorectal cancer screening exams compared to a national average of 65% and 78% of members received recommended breast cancer screening compared to the national average of 73%. Additionally, 80% of members received childhood immunizations compared to the national average of 73%. Priority health shares risk with providers and employers by offering these incentives and other risk sharing arrangements. This promotes lower overall health care costs and improved quality to the community. In 2015, priority health launched a cost estimator tool to help members calculate their out-of-pocket costs to find the most affordable services. The online cost estimator tool displays priority health specific fees for 300 common health care procedures. The cost estimator recommends lower-cost doctor/facility options to help ensure members get the highest-quality care at the best price. This innovative tool supports priority health's continued market leadership in transparency and lowers the cost of care to the community. Since launching in 2015, the cost estimator has resulted in cumulative shared savings of more than $14 million. The priority health third party liability (tpl) team has consistently improved outcomes by increasing savings through audit, analysis, and thorough account evaluation. With emphasis on improving both member and provider satisfaction, program improvements were made at the end of 2019 to expedite liability determinations by focusing on cost containment efforts and driving continuous improvement in all areas of the department, the tpl team has been able to create efficiencies while realizing program savings of over $25 million. The michigan department of insurance and financial services (difs) adopted the obama administration's extension of the transitional "as is" policy. This decision allows insurers to decide whether they would continue offering policies that are not compliant with the aca, which became permissible when the federal government delayed the required shift to aca-approved insurance coverage. While major competitors have shut down plans, priority health continues to offer an extension of its pre-aca individual and group health plans to subscribers as long as

Form 990, Part III, Line 4A PROGRAM SERVICE DESCRIPTION - PRIORITY HEALTH HMO (CONTINUED)

As a requirement of the aca, each state selects an essential health benefits "benchmark plan" that serves as a reference for all other health plans to follow (individual and small business), when designing the scope and limitations surrounding covered services. A benchmark plan is chosen by each state every five years. Priority health was selected as the state's benchmark plan in 2012 and is the only health plan in michigan to ever earn this designation. Starting in 2017 (continuing in 2018 and forward), the michigan department of insurance and financial services (difs) has recommended the priority health hmo plan to continue to serve as the essential health benefits benchmark for the state. The recommendation underscores priority health's ability to deliver incredible value and create innovative solutions that impact health care costs while maximizing customer experience. Priority health's hmo plan was selected because difs believes it achieves the best balance between comprehensiveness and cost-effectiveness for michigan consumers. The michigan association of health plans (mahp), an industry voice for the state's health care plans, recognizes best practices in health plans by sponsoring the pinnacle awards. Health plans are recognized for achievements in addressing the challenges of a shifting healthcare environment through improvements in operations, clinical services, disease management and community outreach. The pinnacle award continues to serve as an emblem of excellence to the member plans that are recognized. The 2020 pinnacle awards were postponed due to the covid-19 pandemic. The pinnacle awards will be held again in 2021 and priority health hopes to continue it's history of being recognized for its focus on improving health while lowering cost. Priority health continues to be recognized for their development of programs that have led to increased efficiency and patient care, helping lower costs, and increase service to it's michigan patients by the michigan association of health plans. During 2019, 9 michigan health plans from across the state submitted 28 programs demonstrating creative approaches to solving problems and improving services in the commercial, medicare, and medicaid sectors. These 28 ground-breaking programs considered for mahp's annual pinnacle awards, show an entrepreneurial spirit and an interest in serving members as well as to increase efficiency and improve patient health care while lowering costs and increasing service to michigan citizens. Priority health received 1 pinnacle award in 2019. Priority health won a 2019 pinnacle award for community outreach by a single plan. Priority health, while working closely with mahp's children's special health care services ("cshcs") and their families, was quick to identify needs and gaps in knowledge related to care coordination between these families and the community providers they rely on to serve them. In response to these findings, priority health launched the medically complex children's information sharing events. These events are held quarterly to provide a venue for health care providers and community partners who work with the cshcs population to network, share information, establish a more robust referral process and to collaborate more. The result is greater care coordination and availability of resources, which are available but often underutilized in these communities. In 2018, priority health received a pinnacle aware for its communication and public relations campaign , "know your health care costs". Priority health's public relations team executed an integrated communications plan to support the work done towards health care price transparency. The goal was positioning priority health as a health care transparency and innovation leader, while educating and engaging customers about the importance of understanding their health care costs. Consumers aren't accustomed to shopping for health care procedures, so focusing on education and pric

Form 990, Part III, Line 4C PROGRAM SERVICE DESCRIPTION - PRIORITY HEALTH WELLNESS

Prevention and wellness have been the foundation of priority health's approach to health care. Priority health provides wellness tools and resources via an online wellbeing platform within its commercial standard health plans, while also offering customized, stand-alone wellness programs to employer groups to empower their employees to pursue healthier lifestyles. In addition to health plan offerings, priority health participates in, and sponsors, wellness programs for the community at large to improve the health of all people, not just members. In 2020, priority health invested over $37,000 to proactively reach out to the community through an e-newsletter and senior wellness program with messages of health and wellness to promote healthy living. In addition, approximately 40 staff hours of social media, television, podcasts and conference presentations were provided to the community to promote healthy living. Priority health's wellness programs address the overall wellbeing of its members. Employers are able to support the overall wellbeing of their employees and improve engagement, satisfaction and productivity, ultimately resulting in improved talent retention and a healthier workforce. Priority health partners with employers to help them deliver targeted, smart programs that effectively improve employee physical and emotional health while also improving workplace morale and reducing overall health costs with a personalized wellbeing approach. Priority health offers a wellbeing hub, which offers a personalized online wellness experience tailored to each employee's individual needs. The wellbeing hub, available to all priority health members, offers members access to content and tools centered on supporting stress management, nutrition, weight loss, quitting tobacco, chronic condition management, financial support, sleep health and more. In recent years priority health has sponsored many community education programs, health fairs, walks/runs/triathlons and newsletters. During 2020, priority health contributed over $60,762 by offering discount codes to promote wellness and sponsor walks/runs across the state. One of the more significant contributions was to the msu gran fondo, a cycling event to actively engage the community while accelerating skin cancer awareness, prevention and research. Although the event was postponed during 2020 due to covid-19, the contributions received were rolled over to the 2021 event, which has raised over $1.1 million with 100% of every dollar raised benefiting skin cancer awareness, prevention and research. In addition to the gran fondo, priority health has been a supporter of the arts, beats & eats, oakland county's favorite summer festival celebrating art, music, cuisine and community for nearly a decade contributing over $23,000 in 2020. Due to covid-19, the festival was essentially postponed in its normal format, with limited programming being offered including outdoor yoga and zumba, all done with limited capacity and in a safely distanced outdoor space. Priority health's zumbathon had more than 100 participants. Priority health participates in partnership with maranda, a west michigan news personality, directing messages to children on health and other positive messaging. Maranda presents a tv series called "where you live" and brings in experts to talk to kids about healthy living. Priority health is one of the longest running supporters of the maranda park parties, which provide free food, health and fitness activities for children at inner city public parks throughout west michigan. The park parties have been recognized by the usda as one of the nation's largest summer feeding programs and while covid-19 didn't allow maranda to host parties, she partnered with dozens of schools in west michigan to support the usda efforts to feed families in crisis during the covid-19 pandemic. Priority health distributed thousands of backpacks, pedometers and sunscreen packets to people in need through

Form 990, Part III, Line 4C PROGRAM SERVICE DESCRIPTION - PRIORITY HEALTH WELLNESS (CONTINUED)

IN 2020, PRIORITY HEALTH CONTINUED ITS PARTNERSHIP WITH THE DETROIT LIONS. THIS SPONSORSHIP HELPS SUPPORT THE TEAM'S EFFORTS TO SERVE AS COMMUNITY ADVOCATES BY BRINGING AWARENESS TO HEALTH PLAN OPTIONS DURING COVID-19 THROUGH MARKETING EFFORTS. IN 2020, PRIORITY HEALTH PARTNERED WITH THE DETROIT PISTONS TO SUPPORT VARIOUS YOUTH ACTIVITIES THAT SUPPORTED LEADERSHIP, EMPOWERMENT, MAKING SMART CHOICES FOR THE FUTURE, THE GIRLS DREAM BIG SUMMIT, DIVERSITY EFFORTS INCLUDING MARTIN LUTHER KING JR. DAY AND BLACK HISTORY MONTH. THROUGH THIS PARTNERSHIP, PRIORITY HEALTH AWARDED A $20,000 CHECK TO A DETROIT AREA STUDENT TO PURSUE HIGHER EDUCATION. PRIORITY HEALTH ALSO PROVIDED $10,000 TO FORGOTTEN HARVEST TO PURCHASE AND PROVIDE MORE THAN 80,000 MEALS DURING COVID-19 IN WAYNE, MACOMB, AND OAKLAND COUNTIES. IN ADDITION, PRIORITY HEALTH SPONSORS THE UNITED SPORTS PROFESSIONAL BASEBALL LEAGUE DANCE TEAM IN SOUTHEAST MICHIGAN. THIS PROGRAM GIVES AN INCLUSIVE HEALTHY ACTIVITY FOR NEARLY 100 KIDS AND ADULTS AGES 6-23 DURING THE BASEBALL SEASON. IN 2020, PRIORITY HEALTH BECAME THE OFFICIAL STATE SPONSOR ALONGSIDE THE NATIONAL FITNESS CAMPAIGN, LAUNCHING A PARTNERSHIP TO GRANT $300,000 TO ORGANIZATIONS THROUGHOUT LOWER MICHIGAN TO LOCAL MUNICIPALITIES TO CONSTRUCT 15 OUTDOOR FITNESS COURTS. THIS PARTNERSHIP CREATES PROGRAMMING AND FREE ACCESS TO NEIGHBORS AND CREATES PARTNERSHIPS TO DRIVE BETTER HEALTHY EQUITY AND HEALTH OUTCOMES. RECOGNIZING THE CONNECTION BETWEEN PHYSICAL, MENTAL AND ENVIRONMENTAL HEALTH, PRIORITY HEALTH LAUNCHED AN ANNUAL PARTNERSHIP WITH RELEAF MICHIGAN - A TREE PLANTING AND EDUCATION NON-PROFIT. PRIORITY HEALTH EMPLOYEES WILL ASSIST WITH PLANTING 200-400 TREES OVER THE LIFE OF THE PARTNERSHIP AND ALSO PROMOTE HEALTHY LIVING AND ENVIRONMENT THROUGH FREE WEBINARS AVAILABLE TO ANYONE IN THE STATE. GRAND VALLEY STATE UNIVERSITY WAS THE RECIPIENT OF A $20,000 SCHOLARSHIP CONTRIBUTION TO PROVIDE ACCESS TO EDUCATION FOR STUDENTS WHO MIGHT NOT OTHERWISE QUALIFY FOR FINANCIAL AID. THIS SCHOLARSHIP PROMOTES ACCESS TO HEALTH CARE CAREERS. PRIORITY HEALTH HAS DEVELOPED AN INNOVATIVE DIGITAL MEMBER OUTREACH PROGRAM THAT RELIES ON THOUSANDS OF DATASETS AND PREDICTIVE ANALYTICS TO HELP EDUCATE AND INFORM OUR MEMBERS. USING THIS DATA-DRIVEN APPROACH, PRIORITY HEALTH IS ABLE TO GAIN INSIGHTS INTO CHALLENGES OUR MEMBERS MAY FACE AND IDENTIFY ACTIONS THEY CAN TAKE TO IMPROVE OR PROTECT THEIR HEALTH. BASED ON THIS INFORMATION, PRIORITY HEALTH DELIVERS PERSONALIZED MESSAGING ON A VARIETY OF PLATFORMS TO HELP MEMBERS GET THE MOST FROM THEIR PLAN. DURING THE COVID-19 PANDEMIC, PRIORITY HEALTH USED THE TECHNOLOGY TO PROTECT MEMBERS AT HIGHER RISK BY OFFERING TIPS ON SPECIAL PRECAUTIONS THEY COULD TAKE BASED ON THEIR CONDITION TO STAY SAFE. IN TOTAL, PRIORITY HEALTH SUPPORTED HEALTH AND COMMUNITY BENEFIT ACTIVITIES VIA CONTRIBUTIONS OF NEARLY $1,300,000 IN 2020 IN AN EFFORT TO IMPROVE HEALTH SERVICES AND CONDITIONS IN NEIGHBORHOODS, WORKPLACES, AND SCHOOLS THROUGHOUT THE COMMUNITIES IT SERVES WITH MORE THAN $110,000 SUPPORTING COVID-19 RELIEF EFFORTS. Throughout the COVID-19 pandemic, Priority Health supported members, employers, providers and the community in numerous ways including via financial support, support in mitigating the spread of COVID-19, and Community/Mental Health Support. Financial Support: * Waiving all copays, deductibles, and coinsurance for the treatment of COVID-19 through September 30, 2021. * Offering premium credits and waiving cost sharing for the most heavily impacted populations. * Expanding $0 virtual care to most members for routine care in 2020. * Accelerating value-based payments and quality bonuses to offer physician and provider partners financial stability. * Waiving cost sharing for all Medicare Advantage members for in-person and telehealth primary care visits in 2020. * Creating a unique, affordable new option to help those who have lost their employer-based health benefits due to COVID-19. By combining a short

Form 990, Part III, Line 4B PRIORITY HEALTH SENIOR MARKETS

Priority health began offering medicare advantage plans in july 2005 and medicare advantage plans with prescription drug coverage in january 2006. Its medicare advantage plans vary in price based on where members live and what benefits they need. More than 154,000 michiganders have a priority health medicare advantage plan, and more than 16,000 chose a priority health medicare supplement plan, also known as medigap. Priority health strives to work with the community and make medicare simple to understand. That is why it wrote and published "medicare advantage for dummies." it was written in cooperation with wiley publishing, owners of the dummies series. The book has been distributed free to over 255,000 people across michigan and downloaded countless times as it is now available electronically as an e-book. As a result of priority health's work with the community and dedication to offering plans that deliver high quality, its medicare hmo-pos and ppo advantage plans were accredited with the national center for quality assurance (ncqa), with our hmo-pos plans earning a 4.5 rating out of 5. Priority health's 2020 medicare advantage plans with prescription drug coverage were also awarded 4.0 out of 5 stars by the centers for medicare and medicaid services (cms). The medicare star ratings indicate how well a health plan performs overall; the better the star rating, the higher quality care and experience is delivered. Of the 43 quality and improvements metrics used to determine our overall quality rating of 4.0, approximately 75% of the metrics were either 4 or 5 stars. Priority health is able to provide its members high quality medicare advantage plans while remaining among the lowest cost plans in the country. Medicare advantage members can enroll either individually, or through an employer group. During the 2020 medicare annual enrollment period (aep), priority health enrolled 30% of the individuals who purchased a mapd plan in michigan from october 15 - december 7, 2020. Priority health's medicare advantage enrollment includes about 147,000 individual advantage members, or 31% of the total individual medicare advantage market, making priority health the leader in michigan. Individual medicare advantage is offered in all 68 counties in michigan's lower peninsula, with 98% of providers, including all major hospital systems, in our network. Priority health's network has more than 50,000 providers. In 2012, priority health launched home based primary care (hbpc) as a pilot with our affiliate, spectrum health medical group (shmg). Hbpc brings the care team into the home of patients that are at the far end of the population health continuum, the advanced chronically ill, whose multiple medical conditions are complicated by functional and/or cognitive limitations that make it difficult for them to adequately access the traditional ambulatory physician office. In addition to priority health changing how the patient accesses their care, there is now a team-based model of care to meet all the needs of the patient. In 2020 priority health continued its engagement with patients having advanced illness in partnership with spectrum health medical group and two other contracted providers which resulted in $12.2 million in savings by reaching members enrolled in hbpc programs. Chronic conditions are leading contributors to rising health care costs nationwide. To address this, priority health launched the medication therapy management (mtm) pilot program with its medicare members. The mtm pilot program offered priority health medicare members the opportunity to meet one-on-one with pharmacists to review all of their medications including prescriptions, over-the-counter drugs, and herbal and vitamin supplements. Complex medication regimens create significant challenges for patients living with chronic illness, their caregivers, health care providers and the health care system as a whole. The impact of medication-related problems can be minimize

Form 990, Part III, Line 4B PRIORITY HEALTH SENIOR MARKETS (CONTINUED)

Priority health lanced its hybrid program as an at-home care management program to address the full burden of illness and socio-demographic risk factors for medicare members. As a result, priority health has observed lower admission rates than state and national averages thanks in part to interdisciplinary teams that provide a quick response to condition destabilization. In 2018, priority health added additional functionality to its cost estimator tool enabling medicare advantage members to access real-time cost information on prescription drugs, helping members pay less by switching to a lower priced alternative, using a preferred pharmacy, or opting for mail order. More than 6,000 prescriptions are available via the cost estimator tool including pills, chewables, and capsule drugs. When a medication is priced through the tool, members have the option to view more affordable alternatives and see exact costs at their preferred pharmacies, which for could provide significant savings to those members who require some of the most expensive drugs in the market.

Form 990, Part IV, Line 12A Audited Financial Statements

The organization's financial statements are audited annually by an independent accounting firm. The "No" response to these questions relates to the fact that the GAAP basis financial statements were prepared on a consolidated basis and not on a stand alone basis. The organization is audited annually on a stand alone basis and issued financial statements on a stand alone basis which are prepared in accordance with SAP (Statutory Accounting Principles), as required by regulatory authorities. The figures in this Form 990 reconcile to the financial statements prepared under statutory accounting principles as submitted to the State of Michigan and the National Association of Insurance Commissioners (NAIC).

Form 990, Part V, Line 2A NUMBER OF EMPLOYEES REPORTED ON FORM W-3

All employees of priority health were employed during the year by spectrum health system (38-3382353) and leased back to priority health. Salaries and wages, employee benefits and payroll taxes are allocated to priority health via a management fee. The salaries and wages reported in part ix statement of functional expenses reflects the portion of salaries and wages allocated to priority health. Spectrum health system filed all applicable irs tax filings including forms w-2 and w-3 on behalf of priority health.

Form 990, Part XI, Line 9 Other changes in net assets or fund balances

Change in nonadmitted assets - 91184609; Net Unrealized Gain(Loss) on Subsidiaries - 33671443;

Form 990, Part XII, Line 2B Audited Financial Statements

The organization's financial statements are audited annually by an independent accounting firm. The organization issued GAAP basis financial statements which are prepared on a consolidated basis and not on a stand alone basis. The organization is audited annually on a stand alone basis and issued financial statements on a stand alone basis which are prepared in accordance with SAP (Statutory Accounting Principles), as required by regulatory authorities. The figures in this Form 990 reconcile to the financial statements prepared under statutory accounting principles as submitted to the State of Michigan and the National Association of Insurance Commissioners (NAIC).

Financial Statement Notes

Schedule D, Part X, Line 2 FIN 48 (ASC 740) Footnote

Priority health conducts an analysis annually to determine the organization's liability with respect to uncertain tax positions. For the year ended december 31, 2020 it was determined that there were no material uncertain tax positions to disclose. As such, there was no footnote added to the audited financial statements.

Raw XML AppendixShowing 400 of 1,403 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0357620954
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0466476401
IRS990/AccountsReceivableGrp/BOYAmt0123262181
IRS990/AccountsReceivableGrp/EOYAmt0166391917
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0To Improve Health, inspire hope and save lives.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt06747947
IRS990/AdvertisingGrp/ProgramServicesAmt08247490
IRS990/AdvertisingGrp/TotalAmt014995437
IRS990/AllOtherExpensesGrp/FundraisingAmt00
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt05016185
IRS990/AllOtherExpensesGrp/ProgramServicesAmt06130892
IRS990/AllOtherExpensesGrp/TotalAmt011147077
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/ProgramServicesAmt03337502001
IRS990/BenefitsToMembersGrp/TotalAmt03337502001
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Nick Gates
IRS990/BooksInCareOfDetail/PhoneNum06164648695
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01231 East Beltline NE
IRS990/BooksInCareOfDetail/USAddress/CityNm0Grand Rapids
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd049525
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0true
IRS990/BusinessRlnWithOrgMemInd0true
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt08524
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt08524
IRS990/CashNonInterestBearingGrp/BOYAmt0-38309478
IRS990/CashNonInterestBearingGrp/EOYAmt031312072
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt01497
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt02430971
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt02971187
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt05402158
IRS990/CompDisqualPersonsGrp/ManagementAndGeneralAmt030122
IRS990/CompDisqualPersonsGrp/ProgramServicesAmt036816
IRS990/CompDisqualPersonsGrp/TotalAmt066938
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0142178
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0173774
IRS990/ConferencesMeetingsGrp/TotalAmt0315952
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/ContractorCompensationGrp/CompensationAmt0844663285
IRS990/ContractorCompensationGrp/CompensationAmt187210746
IRS990/ContractorCompensationGrp/CompensationAmt282208270
IRS990/ContractorCompensationGrp/CompensationAmt380078818
IRS990/ContractorCompensationGrp/CompensationAmt473890995
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt01 Express Way
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt11105 6TH STREET
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt21500 EAST MEDICAL CENTER DRIVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt35900 Byron Center Ave SW
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt4200 JEFFERSON STREET SE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0St Louis
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1TRAVERSE CITY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2ANN ARBOR
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3Wyoming
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm4GRAND RAPIDS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0MO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1MI
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2MI
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3MI
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd4MI
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd063121
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd149684
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd248109
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd349519
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd449503
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0Express Scripts
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1MUNSON MEDICAL CENTER
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2REGENTS OF UNIVERSITY OF MICHIGAN
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3Metropolitan Hospital
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt4SAINT MARYS HEALTH SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc0CLAIMS SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc1CLAIMS SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc2CLAIMS SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc3Claims Services
IRS990/ContractorCompensationGrp/ServicesDesc4CLAIMS SERVICES
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt03337502001
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt031470028
IRS990/CYOtherExpensesAmt0330442139
IRS990/CYOtherRevenueAmt0957867
IRS990/CYProgramServiceRevenueAmt03954833776
IRS990/CYRevenuesLessExpensesAmt095808307
IRS990/CYSalariesCompEmpBnftPaidAmt0223509224
IRS990/CYTotalExpensesAmt03891453364
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03987261671
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt028692567
IRS990/DeferredRevenueGrp/EOYAmt036850880
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt02615801
IRS990/DepreciationDepletionGrp/ProgramServicesAmt03197090
IRS990/DepreciationDepletionGrp/TotalAmt05812891
IRS990/Desc0PRIORITY HEALTH HMO: SEE SCHEDULE O
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0true
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt01844399336
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt045239
IRS990/FeesForServicesAccountingGrp/TotalAmt045239
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0128939
IRS990/FeesForServicesLegalGrp/TotalAmt0128939
IRS990/FeesForServicesLobbyingGrp/ProgramServicesAmt040319
IRS990/FeesForServicesLobbyingGrp/TotalAmt040319
IRS990/FeesForServicesOtherGrp/FundraisingAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt027725526
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt033886754
IRS990/FeesForServicesOtherGrp/TotalAmt061612280
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt01212335
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt01212335
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt016.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt11.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt21.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt31.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt41.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt51.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt649.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt71.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt81.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt91.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt101.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1149.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt121.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1349.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt141.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt151.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt161.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1716.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1816.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1914.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt2014.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt2116.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt2216.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt2314.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt2416.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt2516.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt2614.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt2714.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt2814.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt2916.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt3014.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt310.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt3250.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt034.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1734.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1834.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1936.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2036.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2134.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2234.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2336.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2434.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2534.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2636.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2736.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2836.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2934.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3036.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt310.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt320.0
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0JOAN A BUDDEN
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt1MICHAEL SYTSMA
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt2Alicia Torres
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt3Ann Harten
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt4BIRGIT KLOHS
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt5Bruce Ullery
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt6CHRISTINA FREESE DECKER
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt7Douglas Baker
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt8EDWIN NESS
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt9ELAINE WOOD
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt10Hilary Snell
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt11MATTHEW COX
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt12MICHAEL VERHULST
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt13Michael Vredenburg
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt14PAUL SAGINAW
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt15RAJESH KOTHARI
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt16WENDY WALKER MD
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt17KIMBERLY L THOMAS
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt18MARY ANNE JONES
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt19BRIAN KRUPICZEWICZ
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt20CHRISTOPHER CROOK
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt21JAMES FORSHEE MD
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt22MARTI LOLLI
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt23Michael Jasperson
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt24MICHAEL KOZIARA
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt25RICK MORRONE
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt26BRIAN FEDORONKO
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt27ERIN SULLIVAN
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt28INES VIGIL
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt29JIANHUA YU
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt30Theresa Harpold
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt31JAY LABINE
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt32PAMELA RIES
IRS990/Form990PartVIISectionAGrp/FormerOfcrDirectorTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/FormerOfcrDirectorTrusteeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd4X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd5X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt0455711
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt61034330
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt11461670
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1363027
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt17169452
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt18213866
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt19132803
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20140768
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt21144227
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt22206768
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2373765
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt24171626
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt25123788
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2645156
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2742916
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2868400
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt29166569
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3072032
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt310
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt32256482
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt01013053
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt29000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt312000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt411250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt512000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt89750
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt912750
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1013500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1212000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1312250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1412250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1513000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1612750
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17350188
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18416372
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19265143
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20335168
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21373658
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22354676
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt23282506
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt24409466
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt25360494
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt26247543
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt27263001
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt28298585
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt29376451
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30364564
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt31325009
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt320
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0500548
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt29000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt312000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt411250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt512000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt62487249
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt89750
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt912750
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1013500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt111361160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1212000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt13708158
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1412250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1513000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1612750
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt17173027
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt18205728
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt19107357
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20135711
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt21185123
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt22175245
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt23114388
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt24202316
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt25178120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt26100231
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt27106490
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt28120898
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt29186004
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30147614
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt31493501
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt32859029
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17SECRETARY & SVP, General Counsel
IRS990/Form990PartVIISectionAGrp/TitleTxt18Treasurer & SVP, Finance
IRS990/Form990PartVIISectionAGrp/TitleTxt19SVP, HUMAN RESOURCES
IRS990/Form990PartVIISectionAGrp/TitleTxt20SVP, Information Services-Data & Analytics
IRS990/Form990PartVIISectionAGrp/TitleTxt21SVP, CHIEF MEDICAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt22SVP, CONS/GOVT MKT & CMO
IRS990/Form990PartVIISectionAGrp/TitleTxt23SVP, PROVIDER NETWORK
IRS990/Form990PartVIISectionAGrp/TitleTxt24SVP, PROVIDER NETWORK - PART YEAR
IRS990/Form990PartVIISectionAGrp/TitleTxt25SVP, EMPLOYER SOLUTIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt26MEDICAL DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt27VP, MARKETING - PART YEAR
IRS990/Form990PartVIISectionAGrp/TitleTxt28VP, ADVANCED ANALYTICS
IRS990/Form990PartVIISectionAGrp/TitleTxt29SVP, ADVANCED ANALYTICS/CHIEF ACTUARY
IRS990/Form990PartVIISectionAGrp/TitleTxt30MEDICAL DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt31Former SVP, Chief Medical Officer

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2,374$875$1,499$5,935$5,934$0.80
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2,148$734$1,414$5,418$5,400$18.0
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,980$704$1,275$4,807$4,703$104
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2,003$691$1,313$4,331$4,342$11.3
2020Detailed filing. Detailed filing data is available for this year.$1,997$789$1,208$3,987$3,891$95.8
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,508$543$965$3,469$3,324$145
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,276$516$760$3,204$3,080$124
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,190$521$669$3,035$2,956$79.4
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,025$450$574$2,683$2,632$51.1
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$936$406$529$2,220$2,129$91.4
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$772$303$469$1,995$1,903$91.4
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$650$257$393$1,879$1,820$58.5
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$570$264$306$1,878
2011Summary only. Only limited summary data is available for this year.$502$275$227$1,868$1,835$33.6
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)4 • $1B+ nonprofits