Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 8A | N/A |
| FORM 990, PART VI, SECTION A, LINE 8B | N/A |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 WAS PREPARED AND REVIEWED BY THE PARTNERS HEALTHCARE SYSTEM, INC. PHS TAX DEPARTMENT. THE FINAL VERSION OF THE FORM 990 WAS PROVIDED TO THE SOLE MEMBER. |
| FORM 990, PART VI, SECTION C, LINE 19 | UPON REQUEST, THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. |
| FORM 990 - BENEFITS PAID TO OR FOR MEMBERS, PART IX, LINE 4 | LONG-TERM DISABLITY BENEFITS PAID DIRECTLY TO PARTICIPANTS: $ 8,701,858 INSURANCE PREMIUMS PAID: $10,927,975 TOTAL: $19,629,833 |
| FORM 990 - INVESTMENTS - PUBLICLY TRADED SECURITIES, PART X, LINE 11 | SSGA EQUITY: $15,855,632 SSGA BOND: $ 6,513,435 SSGA HEDGE FUNDS: $ 5,149,174 SSGA REAL ASSETS: $ 1,620,569 TOTAL INVESTMENT: $29,138,810 |
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