Form990
Click to see attachment
Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
A For the 2019 calendar year, or tax year beginning 01-01-2018 , and ending 12-31-2018
BCheck if applicable:
CName of organization
GROUP HEALTH PLAN INC
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
8170 33RD AVE SOUTH PO BOX 1309
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MINNEAPOLIS, MN554401309
D Employer identification number

41-0797853
E Telephone number

G Gross receipts $ 2,106,887,785
F Name and address of principal officer:
TODD HOFHEINS
8170 33RD AVE SOUTH PO BOX 1309
MINNEAPOLIS,MN554401309
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.HEALTHPARTNERS.COM
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1955
M State of legal domicile: MN
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: OUR MISSION IS TO IMPROVE HEALTH AND WELL-BEING IN PARTNERSHIP WITH OUR MEMBERS, PATIENTS AND COMMUNITY.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 5
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 4
5 Total number of individuals employed in calendar year 2018 (Part V, line 2a) ...... 5 9,139
6 Total number of volunteers (estimate if necessary) ............. 6 135
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 2,615,123
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 0 0
9 Program service revenue (Part VIII, line 2g) ......... 1,432,398,269 1,566,572,866
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 6,196,380 459,552
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 337,300,570 360,911,586
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 1,775,895,219 1,927,944,004
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 4,514,880 1,046,811
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 874,726,629 921,830,533
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 872,486,290 1,033,050,776
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 1,751,727,799 1,955,928,120
19 Revenue less expenses. Subtract line 18 from line 12....... 24,167,420 -27,984,116
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 936,559,484 930,373,807
21 Total liabilities (Part X, line 26)............. 667,620,646 731,901,062
22 Net assets or fund balances. Subtract line 21 from line 20..... 268,938,838 198,472,745
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2018)
Form 990 (2018)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: OUR MISSION IS TO IMPROVE HEALTH AND WELL-BEING IN PARTNERSHIP WITH OUR MEMBERS, PATIENTS AND COMMUNITY.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 1,489,883,012 including grants of $ 1,046,811 ) (Revenue $ 1,927,484,452 )
SEE SCHEDULE O - EXEMPT PURPOSE AND ACHIEVEMENTS FOR A DESCRIPTION OF PROGRAM SERVICE ACCOMPLISHMENTS
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet1,489,883,012
Form 990 (2018)
Form 990 (2018)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? ...
2
 
No
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part IClick to see attachment.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment..............
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part IIIClick to see attachment.................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment..................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part IIIClick to see attachment.............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I(see instructions) ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
22
 
No
Form 990 (2018)
Form 990 (2018)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............Click to see attachment
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I............ Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I...................Click to see attachment
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If "Yes," complete Schedule L, Part II................Click to see attachment
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III......... Click to see attachment
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L,
Part IV
........................Click to see attachment
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV.....................Click to see attachment
28b
Yes
 
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV... Click to see attachment
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I.
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II...........
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
Yes
 
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
16,798
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2018)
Form 990 (2018)
Page 5
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
9,139
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? .........................
8
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? If "Yes," see instructions and file Form 4720, Schedule N .....
15
Yes
 
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income?
If "Yes," complete Form 4720, Schedule O ................
16
 
No
Form 990 (2018)
Form 990 (2018)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
5
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
4
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
Yes
 
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
Yes
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
MN
18
Section 6104 requires an organization to make its Form 1023 (or 1024-A if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletKEVIN J BRANDT DIRECTOR OF FINANCIAL REPORTING8170 33RD AVE S PO BOX 1309   MINNEAPOLIS,MN554401309 (952) 883-6584
Form 990 (2018)
Form 990 (2018)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) THOMAS BRINSKO......................................................................
DIRECTOR
4.60
.................
 
X           28,000 0 0
(2) SUSAN HOYT......................................................................
DIRECTOR
2.50
.................
 
X           28,000 0 0
(3) RUTH MICKELSEN......................................................................
DIRECTOR & CHAIR
5.70
.................
 
X   X       40,000 0 0
(4) PHILIP DONALDSON......................................................................
DIRECTOR
2.70
.................
 
X           25,000 0 0
(5) BRIAN H RANK MD......................................................................
DIRECTOR & MEDICAL DIRECTO
56.80
.................
3.20
X   X       1,008,439 0 277,863
(6) CHARLES J ABRAHAMSON......................................................................
VP-NETWORK MGMT & PROVIDER
30.20
.................
9.80
    X       341,290 0 123,158
(7) ALAN V ABRAMSON......................................................................
SRVP & CIO
31.10
.................
8.90
    X       690,578 0 104,425
(8) SCOTT A AEBISCHER......................................................................
SR VP CUSTOMER SERV/PROD
37.60
.................
12.40
    X       577,788 0 171,990
(9) FELIX ANKEL MD......................................................................
EXEC DIR - HEALTH PROFESSI
39.50
.................
0.50
    X       547,921 0 97,785
(10) COURTNEY BIBEE......................................................................
VP CARE GROUP COMPLIANCE O
44.50
.................
0.50
    X       266,059 0 51,879
(11) JULIE BUNDE......................................................................
VP PRODUCT AND MARKET INNOVATIONS
37.20
.................
7.80
    X       207,476 0 80,108
(12) STEVEN D BUNDE......................................................................
VP INTERNAL AUDIT, INTEGRI
40.90
.................
9.10
    X       279,490 0 58,588
(13) DAVID BUSCH......................................................................
VP PHARMACY SERVICES
42.20
.................
17.80
    X       299,300 0 81,584
(14) ANAHITA CAMERON......................................................................
SR. VP HUMAN RESOURCES
49.50
.................
0.50
    X       415,706 0 63,084
(15) KATHLEEN M COONEY......................................................................
EXECUTIVE VP & CAO
42.80
.................
12.70
    X       690,077 0 35,497
(16) ROBERT B CUMMING......................................................................
SR VP ACTUARIAL/UNDERWRITI
25.10
.................
8.90
    X       540,988 0 101,968
(17) TRICIA L DEGE......................................................................
VP FINANCE & PLANNING
39.50
.................
0.50
    X       432,420 0 79,524
Form 990 (2018)
Form 990 (2018)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) AMY L DEWANE........................................................................
VP - CARE SYSTEMS GROWTH
54.50
.......................0.50
    X       378,147 0 53,505
(19) LESLIE DOCKAN........................................................................
VP, PRIMARY CARE & CLINIC
49.50
.......................0.50
    X       375,556 0 53,467
(20) DAVID A DZIUK........................................................................
SR VP & CHIEF FINANCIAL OF
42.10
.......................12.90
    X       678,446 0 237,019
(21) JAMES EPPEL........................................................................
EXECUTIVE VP & CAO
54.50
.......................0.50
    X       958,908 0 199,463
(22) CHARLES J FAZIO MD........................................................................
HEALTH PLAN MEDICAL DIRECT
41.80
.......................11.20
    X       662,008 0 122,786
(23) JASON GALLAGHER........................................................................
VP,HEALTH INFORMATICS
37.80
.......................12.20
    X       347,842 0 76,664
(24) YOUNG FRIED........................................................................
VP PHARMACY SERVICES
0.50
.......................39.50
    X       289,648 0 52,296
(25) DAVID S GESKO........................................................................
SR VP - DENTAL DIRECTOR
54.50
.......................0.50
    X       668,868 0 109,514
(26) TIM M HALEY........................................................................
VP BROKER SALES
36.20
.......................7.80
    X       322,660 0 100,314
(27) MARK HANSBERRY........................................................................
VP, BUSINESS DEVELOPMENT I
49.50
.......................0.50
    X       517,570 0 110,371
(28) CHAD HEIM........................................................................
VP - HEALTH INFORMATICS
0.50
.......................59.50
    X       344,038 0 84,660
(29) TODD HOFHEINS........................................................................
EVP & CFO
42.10
.......................12.90
    X       871,800 0 141,354
(30) STEVEN C HOUSH........................................................................
VP ORTHOPEDIC SERVICES
54.50
.......................0.50
    X       414,425 0 54,031
(31) CARA HULL........................................................................
CHIEF QUALTY OFFICER
0.50
.......................39.50
    X       465,615 0 38,568
(32) GEORGE J ISHAM MD MS........................................................................
SENIOR ADVISOR
37.60
.......................2.40
    X       63,460 0 5,155
(33) SUSAN KNUTSON........................................................................
SR. VP HEALTH CARE ENGAGEMENT & HEALTH INFORMATICS
49.50
.......................0.50
    X       519,303 0 154,115
(34) KIM R LAREAU........................................................................
VP IS&T CARE DELIVERY
41.40
.......................8.60
    X       260,006 0 35,417
(35) VINI T MANCHANDA........................................................................
VP - SUPPLY CHAIN SERVICES
48.30
.......................1.70
    X       296,225 0 73,389
(36) NANCY A MCCLURE........................................................................
CHIEF OPERATING OFFICER
49.50
.......................0.50
    X       958,471 0 267,467
(37) FRANK P MCQUILLAN........................................................................
VP - TREASURY & REAL ESTAT
42.40
.......................7.60
    X       335,414 0 113,144
(38) FRANK MULLER........................................................................
VP - TECHNOLOGY & INFRASTR
38.70
.......................8.30
    X       274,732 0 84,284
(39) JENNIFER MYSTER........................................................................
VP - HOME CARE, HOSPICE AND COMMUNITY SENIOR CARE
39.50
.......................0.50
    X       55,682 0 8,578
(40) PEGGY S NEALE........................................................................
VP - NATIONAL ACCOUNT HEAL
44.70
.......................5.30
    X       356,311 0 82,783
(41) ANDREW F NELSON........................................................................
VP - INST.EXECUTIVE DIREC
53.50
.......................0.50
    X       155,574 0 35,931
(42) JEFFREY OGDEN........................................................................
VP - HP DENTAL PLAN
49.50
.......................0.50
    X       287,494 0 52,190
(43) KEVIN J PALATTAO........................................................................
VP CLINIC PATIENT CARE SYS
54.50
.......................0.50
    X       449,268 0 137,757
(44) NICO PRONK PHD........................................................................
VP & HEALTH SCIENCE OFFICE
44.80
.......................12.20
    X       428,815 0 101,922
(45) VINCE RIVARD........................................................................
VP - COMMUNICATIONS
64.50
.......................0.50
    X       235,732 0 66,456
(46) KEVIN R RONNEBERG........................................................................
VP - ASSOCIATE MEDICAL DIR
0.50
.......................39.50
    X       396,184 0 52,756
(47) KATIE B SAYRE........................................................................
SR VP HLTH PLAN OPS & GOV
36.70
.......................13.30
    X       543,571 0 187,919
(48) SCOTT A SCHNUCKLE........................................................................
SR VP PHARMACY & BUSINESS
41.90
.......................8.10
    X       487,374 0 130,867
(49) DOUG N SMITH........................................................................
SR VP SALES
50.20
.......................9.80
    X       547,602 0 168,494
(50) ELIZABETH L SWANSON........................................................................
VP HUMAN RESOURCES
36.10
.......................3.90
    X       330,380 0 96,186
(51) TOBI TANZER........................................................................
VP CORPORATE INTEGRITY
39.30
.......................10.70
    X       369,573 0 92,442
(52) KARI TOFT........................................................................
VP , IS&T CARE DELIVERY SYSTEM
44.50
.......................0.50
    X       106,920 0 20,113
(53) BARBARA E TRETHEWAY........................................................................
SR VP GENERAL COUNSEL
41.90
.......................13.10
    X       1,850,381 0 219,600
(54) ANDREA M WALSH........................................................................
EXEC VP & CHIEF MARKETING
40.30
.......................14.70
    X       1,633,158 0 457,722
(55) BETH A WATERMAN........................................................................
CHIEF IMPROVEMENT OFFICER
37.80
.......................12.20
    X       81,407 0 7,703
(56) BECKY WOODY........................................................................
VP - HEALTH SOLUTIONS SALES, HPUPH
39.50
.......................0.50
    X       72,277 0 14,129
(57) DONNA J ZIMMERMAN........................................................................
SR VP GOVT & COMMUNITY REL
34.60
.......................15.40
    X       407,818 0 146,885
(58) PAMELA S ZOELLER........................................................................
VP - SPECIALTY CARE & CLIN
44.50
.......................0.50
    X       388,730 0 54,466
(59) DENNIS M ZUZEK........................................................................
VP - HEALTH PLAN & ENTERPR
37.20
.......................7.80
    X       327,279 0 51,757
(60) TIMOTHY KROSHUS MD........................................................................
PHYSICIAN
60.00
.......................  
        X   1,710,568 0 72,825
(61) DENNIS ZHU MD........................................................................
PHYSICIAN
72.00
.......................  
        X   1,416,633 0 111,501
(62) MATTHEW KANG MD........................................................................
PHYSICIAN
60.00
.......................  
        X   1,316,230 0 66,097
(63) JON MCLVER MD........................................................................
PHYSICIAN
60.00
.......................  
        X   1,317,185 0 67,121
(64) ALEJANDRO MENDEZ........................................................................
PHYSICIAN
60.00
.......................  
        X   1,098,637 0 63,952
(65) CALVIN U ALLEN........................................................................
FORMER SR VP STRAT PLANNING/HR
0.00
.......................0.00
          X 731,538 0 49,992
(66) BABETTE A APLAND........................................................................
FORMER SR VP, MELROSE INSTITUTE
0.00
.......................0.00
          X 634,363 0 47,205
(67) MARY K BRAINERD........................................................................
FORMER PRESIDENT & CEO
0.00
.......................0.00
          X 264,192 0 43,748
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 34,422,550 0 6,203,533
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet2,104
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual
...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
BCS 8170 BUILDING LLC

2737 FAIRVIEW AVE N
ST PAUL,MN55113
PROPERTY RENTAL 14,221,016
UNIVERSITY OF MN PHYSICIANS

BOX 195 516 DELAWARE ST SE
MINNEAPOLIS,MN55455
PHYSICIAN SERVICES 9,921,378
MCGOUGH CONSTRUCTION CO

NW 5907 PO BOX 1450
MINNEAPOLIS,MN554855970
CONSTRUCTION SERVICES 7,106,974
UNIVERSITY OF MN MED CTR-WEST

PO BOX 147
MINNEAPOLIS,MN554400147
PHYSICIAN SERVICES 5,472,537
GREINER CONSTRUCTION COMPANY

121 S 8TH ST STE 1200
MINNEAPOLIS,MN55402
CONSTRUCTION SERVICES 4,722,778
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet114
Form 990 (2018)
Form 990 (2018)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f  
g Noncash contributions included in lines 1a - 1f:$  
h Total. Add lines 1a-1f.......MediumBullet  
 Program Service RevenueAmt Business Code
2a FEE FOR SERVICE HEALTH 621400 564,688,562 564,688,562    
b MEDICARE & MEDICAID PA 621400 482,200,004 482,200,004    
c MEDICAL PREMIUMS 524114 289,254,766 289,254,766    
d OTHER MEDICAL SERVICE 621400 169,317,226 169,317,226    
e DENTAL PATIENT SERVICE 524114 43,054,611 43,054,611    
f All other program service revenue. 18,057,697 18,057,697    
g Total. Add lines 2a–2f ....MediumBullet 1,566,572,866
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 11,063,566     11,063,566
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss)......MediumBullet        
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   168,339,767
b Less: cost or other basis and sales expenses   178,943,781
c Gain or (loss)   -10,604,014
d Net gain or (loss).....MediumBullet -10,604,014     -10,604,014
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Business Code Miscellaneous Revenue
11a TAXABLE AFFIL. A&G 561000 203,276,630 203,276,630    
b NON-TAXABLE AFFIL. A&G 561000 157,634,956 157,634,956    
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 360,911,586
12 Total revenue. See Instructions......MediumBullet 1,927,944,004 1,927,484,452 0 459,552
Form 990 (2018)
Form 990 (2018)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 1,046,811 1,046,811
2 Grants and other assistance to domestic individuals. See Part IV, line 22    
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, line 15 and 16.    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 31,677,027   31,677,027  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 666,408,723 503,348,401 163,060,322  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 55,936,196 34,787,289 21,148,907  
9 Other employee benefits ....... 109,634,943 68,183,085 41,451,858  
10 Payroll taxes ........... 58,173,644 36,178,780 21,994,864  
11 Fees for services (non-employees):        
a Management ......        
b Legal .........        
c Accounting ........... 2,314,763   2,314,763  
d Lobbying ........... 545,583   545,583  
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ......        
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 57,689,145 24,415,228 33,273,917  
12 Advertising and promotion .... 11,492,460 1,123,178 10,369,282  
13 Office expenses ....... 27,499,577 12,545,345 14,954,232  
14 Information technology ...... 62,992,807 1,768,135 61,224,672  
15 Royalties ..        
16 Occupancy ........... 41,167,565 25,902,306 15,265,259  
17 Travel ............ 3,818,192 2,270,415 1,547,777  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 951,759 367,289 584,470  
20 Interest ........... 544,231 544,231    
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 45,591,552 24,124,977 21,466,575  
23 Insurance ... 8,524,379 8,524,379    
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a HOSPITAL & MEDICAL SERV 512,958,287 512,800,741 157,546  
b SUPPLIES - MEDICAL & PH 196,025,920 195,789,023 236,897  
c OTHER EXPENSE 36,401,806 11,871,432 24,530,374  
d TAXES & ASSESSMENTS 21,655,109 21,414,326 240,783  
e All other expenses 2,877,641 2,877,641    
25 Total functional expenses. Add lines 1 through 24e 1,955,928,120 1,489,883,012 466,045,108 0
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2018)
Form 990 (2018)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 103,582,349 1 37,635,121
2 Savings and temporary cash investments ......... 137,526,198 2 139,633,200
3 Pledges and grants receivable, net ......   3  
4 Accounts receivable, net ............. 181,852,661 4 260,315,736
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L .............
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L ..............
  6  
7 Notes and loans receivable, net ....   7  
8 Inventories for sale or use ........ 14,655,788 8 16,085,724
9 Prepaid expenses and deferred charges ...... 57,829,462 9 25,822,550
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 838,733,430
b Less: accumulated depreciation 10b 536,028,615 287,725,971 10c 302,704,815
11 Investments—publicly traded securities .   11  
12 Investments—other securities. See Part IV, line 11 ..... 149,026,432 12 144,303,228
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 4,360,623 15 3,873,433
16 Total assets. Add lines 1 through 15 (must equal line 34)... 936,559,484 16 930,373,807
Liabilities 17 Accounts payable and accrued expenses ..... 468,007,142 17 514,574,528
18 Grants payable ...   18  
19 Deferred revenue ......... 6,483,590 19 4,583,979
20 Tax-exempt bond liabilities ......... 33,332,911 20 36,476,626
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ..   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 159,797,003 25 176,265,929
26 Total liabilities. Add lines 17 through 25.. 667,620,646 26 731,901,062
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets 268,938,838 27 198,472,745
28 Temporarily restricted net assets ...........   28  
29 Permanently restricted net assets   29  
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund ...   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 268,938,838 33 198,472,745
34 Total liabilities and net assets/fund balances ........ 936,559,484 34 930,373,807
Form 990 (2018)
Form 990 (2018)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
1,927,944,004
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
1,955,928,120
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-27,984,116
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
268,938,838
5
Net unrealized gains (losses) on investments ...............
5
 
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-42,481,977
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
198,472,745
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
Yes
 
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
 
Form 990 (2018)
Form 990 (2018)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
GROUP HEALTH PLAN INC
 
Employer identification number

41-0797853
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1
2
3
4
5
6
7
8
9

10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv), 170(b)(1)(A)(vi), and 170(b)(1)(A)(ix)
(Complete only if you checked the box on line 5, 7, 8, or 9 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..  
6 Public support. Subtract line 5 from line 4.  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support. Add lines 7 through 10  
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose            
3 Gross receipts from activities that are not an unrelated trade or business under section 513 .....            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge            
6 Total. Add lines 1 through 5            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 12a or 12b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity
 
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions
 
9 Distributable amount for 2018 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions
(ii)
Underdistributions
Pre-2018
(iii)
Distributable
Amount for 2018
1 Distributable amount for 2018 from Section C, line
6
 
2 Underdistributions, if any, for years prior to 2018 (reasonable cause required-- explain in Part VI).
See instructions.
 
3 Excess distributions carryover, if any, to 2018:
a From 2013.......  
b From 2014.......  
c From 2015.......  
d From 2016.......  
e From 2017.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2018 distributable amount  
i Carryover from 2013 not applied (see
instructions)
 
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2018 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2018 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2018, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions.
 
6 Remaining underdistributions for 2018. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions.
 
7 Excess distributions carryover to 2019. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a Excess from 2014......  
b Excess from 2015.....  
c Excess from 2016.....  
d Excess from 2017.....  
e Excess from 2018.....  
Schedule A (Form 990 or 990-EZ) (2018)

Schedule A (Form 990 or 990-EZ) 2018
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
SCHEDULE A, PART I, LN 3: GROUP HEALTH PLAN, INC. HAS OBTAINED TAX-EXEMPT STATUS AS AN ORGANIZATION WHOSE MAIN PURPOSE IS TO IMPROVE HEALTH AND WELL-BEING IN PARTNERSHIP WITH OUR MEMBERS, PATIENTS AND COMMUNITY. HOWEVER, GROUP HEALTH PLAN, INC. IS NOT REQUIRED TO BE LICENSED, REGISTERED, OR SIMILARLY RECOGNIZED BY THE STATE OF MINNESOTA AS A HOSPITAL AND IS NOT REQUIRED TO FILE SCHEDULE H.
Schedule A (Form 990 or 990-EZ) 2018


Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527

SchCMd Bullet Complete if the organization is described below. SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd BulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
GROUP HEALTH PLAN INC
 
Employer identification number

41-0797853
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV (see instructions for definition of “political campaign activities")

2
Political campaign activity expenditures (see instructions) ....................................................................SchCMd Bullet
$  
3
Volunteer hours for political campaign activities (see instructions) ..................................................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 ................................SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 .......................SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................
4a
Was a correction made? ......................................................................................................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b...........SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ...................................................................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2018

Schedule C (Form 990 or 990-EZ) 2018
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.)
(a) Filing
organization's
totals
(b) Affiliated group totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................    
b Total lobbying expenditures to influence a legislative body (direct lobbying) ............................... 561,095  
c Total lobbying expenditures (add lines 1a and 1b) ................................................................... 561,095  
d Other exempt purpose expenditures ........................................................................ 1,955,367,025  
e Total exempt purpose expenditures (add lines 1c and 1d) ............................................... 1,955,928,120  
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.
1,000,000  
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) ................................................. 250,000  
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................ 0  
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................ 0  
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ...................................................................................................................

4-Year Averaging Period Under section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in)
(a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) Total
2a Lobbying nontaxable amount 1,000,000 1,000,000 1,000,000 1,000,000 4,000,000
b Lobbying ceiling amount
(150% of line 2a, column(e))
6,000,000
c Total lobbying expenditures 583,391 561,095 546,513 561,095 2,252,094
d Grassroots nontaxable amount 250,000 250,000 250,000 250,000 1,000,000
e Grassroots ceiling amount
(150% of line 2d, column (e))
1,500,000
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2018


Schedule C (Form 990 or 990-EZ) 2018
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
No
Yes
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? ...........................................................................................................
 
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
 
 
c
Media advertisements? ...................................................................................................
 
 
 
d
Mailings to members, legislators, or the public? .............................................................................
 
 
 
e
Publications, or published or broadcast statements? ...........................................................
 
 
 
f
Grants to other organizations for lobbying purposes? ..........................................................
 
 
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
 
 
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
 
 
i
Other activities? ...................................................................................................................
 
 
 
j
Total. Add lines 1c through 1i ....................................................................................................
 
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
 
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
 
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) .........................................
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Schedule C (Form 990 or 990EZ) 2018


Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
SchDMd Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
GROUP HEALTH PLAN INC
 
Employer identification number

41-0797853
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2018

Schedule D (Form 990) 2018
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds. Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a)Current year (b)Prior year (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance ....          
b Contributions ...          
c Net investment earnings, gains, and losses          
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ...
         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Temporarily restricted endowment SchDMd Bullet  
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations .................
3a(i)
 
 
(ii) related organizations .................
3a(ii)
 
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment)
(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....   14,872,004 14,872,004
b Buildings ....   236,321,285 121,858,884 114,462,401
c Leasehold improvements   92,004,437 75,772,249 16,232,188
d Equipment ....   492,960,872 338,397,482 154,563,390
e Other .....   2,574,832   2,574,832
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 302,704,815
Schedule D (Form 990) 2018

Schedule D (Form 990) 2018
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)
(b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives.........    
(2) Closely-held equity interests........    
(3) Other
(A) PROFESSIONAL LIABILITY TRUST
46,833,568 C

(B) DEFERRED COMPENSATION INVESTMENTS
88,141,363 C

(C) INVESTMENT IN CRITICAL ACCESS HOSPITALS LOCATED IN WISCONSIN
4,735,611 C

(D) INVESTMENT IN SUBURBAN IMAGING, LLC.
4,176,759 C

(E) INVESTMENT IN "PET" IMAGING EQUIPMENT
107,110 C

(F) INVESTMENT IN MYRTLE DIALYSIS
308,817 C
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 144,303,228
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
CLAIMS PAYABLE 40,283,355
DEFERRED COMPENSATION AND BENEFITS 88,378,140
POST RETIREMENT BENEFIT OBLIGATION 6,089,212
PROFESSIONAL LIABILITY 41,515,222
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 176,265,929
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2018

Schedule D (Form 990) 2018
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1.................. 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d.................... 2e  
3 Subtract line 2e from line 1................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b..................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART X, LINE 2: GROUP HEALTH PLAN, INC. (GHI) IS INCLUDED IN THE HEALTHPARTNERS, INC. (HP) CONSOLIDATED AUDITED FINANCIAL STATEMENT. HP'S ACCOUNTING POLICY PROVIDES THAT A TAX BENEFIT FROM AN UNCERTAIN TAX POSITION MAY BE RECOGNIZED WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING RESOLUTIONS OF ANY RELATED APPEALS OR LITIGATION PROCESSES, BASED ON THE TECHNICAL MERITS. HP RECORDED NO LIABILITIES AT DECEMBER 31, 2018 OR 2017 FOR UNRECOGNIZED TAX BENEFITS.
Schedule D (Form 990) 2018


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Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
GROUP HEALTH PLAN INC
 
Employer identification number
41-0797853
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government
(b) EIN (c) IRC section
(if applicable)
(d) Amount of cash grant (e) Amount of non-cash
assistance
(f) Method of valuation
(book, FMV, appraisal,
other)
(g) Description of
noncash assistance
(h) Purpose of grant
or assistance
(1) TWIN CITIES HABITAT FOR HUMANITY
3001 FOUTH STREET SE
MINNEAPOLIS,MN55414
36-3363171 501(C)(3) 20,000       PROGRAM SUPPORT
(2) ST CLOUD TECHNICAL AND COMMUNITY COLLEGE FOUNDATION
1540 NORTHWAY DRIVE
ST CLOUD,MN55303
41-1791598 501(C)(3) 5,000       PROGRAM SUPPORT
(3) RENEWING THE COUNTRYSIDE
2637 27TH AVENUE S
MINNEAPOLIS,MN55406
20-0189339 501(C)(3) 10,000       PROGRAM SUPPORT
(4) YMCA OF THE GREATER TWIN CITIES
651 NICOLLET MALL
MINNEAPOLIS,MN55402
45-2563299 501(C)(3) 7,500       PROGRAM SUPPORT
(5) NATIONAL ALLIANCE ON MENTAL ILLNESS
3803 N FAIRFAX DR SUITE 100
ARLINGTON,VA22203
43-1201653 501(C)(3) 10,000       PROGRAM SUPPORT
(6) MARCH OF DIMES
1275 MAMARONECK AVE
WHITE PLAINS,NY10605
13-1846366 501(C)(3) 20,000       PROGRAM SUPPORT
(7) CATHOLIC CHARITIES OF ST PAUL AND MINNEAPOLIS
1200 SECOND AVENUE SOUTH
MINNEAPOLIS,MN554032005
41-1302487 501(C)(3) 40,000       PROGRAM SUPPORT
(8) FRIENDS OF THE ST PAUL PUBLIC LIBRARY
325 CEDAR STREET SUITE 555
ST PAUL,MN551011055
41-6029683 501(C)(3) 24,000       PROGRAM SUPPORT
(9) FOUNDATION FOR ART AND HEALING
77 STEARNS RD
BROOKLINE,MA02446
33-1125148 501(C)(3) 35,000       PROGRAM SUPPORT
(10) NORTHERN DENTAL ACCESS CENTER
1405 ANNE ST NW
BEMIDJI,MN56601
84-1711812 501(C)(3) 5,000       PROGRAM SUPPORT
(11) UNITED NEGRO COLLEGE FUND INC
1805 7TH STREET
WASHINGTON DC,DC20001
13-1624241 501(C)(3) 5,000       PROGRAM SUPPORT
(12) PORTICO HEALTHNET
1600 UNIVERSITY AVE W
ST PAUL,MN55104
41-1814659 501(C)(3) 75,000       PROGRAM SUPPORT
(13) AMHERST H WILDER FOUNDATION
451 LEXINTTON PARKWSY NORTH
ST PAUL,MN55104
41-0693889 501(C)(3) 10,000       PROGRAM SUPPORT
(14) LAKEVIEW MEMORIAL HOSPITAL FOUNDATION
8170 33RD AVE S PO BOX 1309
MINNEAPOLIS,MN554401309
41-1386635 501(C)(3) 42,382       PROGRAM SUPPORT
(15) MINNESOTA DENTAL ASSOCIATION
1335 INDUSTRIAL BLVD SUITE 200
MINNEAPOLIS,MN554134801
41-0418600 501(C)(3) 15,000       PROGRAM SUPPORT
(16) PARK NICOLLET FOUNDATION
6500 EXCELSIOR BLVD
ST LOUIS PARK,MN55426
23-7346465 501(C)(3) 118,836       PROGRAM SUPPORT
(17) AMERY REGIONAL MEDICAL CENTER FOUNDATION
8170 33RD AVE S PO BOX 1309
MINNEAPOLIS,MN554401309
39-0908320 501(C)(3) 18,664       PROGRAM SUPPORT
(18) HEALTHPARTNERS INSTITUTE
8170 33RD AVE S PO BOX 1309
MINNEAPOLIS,MN554401309
41-1670163 501(C)(3) 101,341       PROGRAM SUPPORT
(19) HUDSON HOSPITAL FOUNDATION
8170 33RD AVE S PO BOX 1309
MINNEAPOLIS,MN554401309
39-1279567 501(C)(3) 19,145       PROGRAM SUPPORT
(20) WESTFIELDS HOSPITAL FOUNDATION
8170 33RD AVE S PO BOX 1309
MINNEAPOLIS,MN554401309
39-1770913 501(C)(3) 22,338       SUPPORT PROGRAM
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
20
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2018

Schedule I (Form 990) 2018
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients
(c) Amount of
cash grant
(d) Amount of
noncash assistance
(e) Method of valuation (book,
FMV, appraisal, other)
(f) Description of noncash assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
PART I, LINE 2: GROUP HEALTH PLAN, INC. (GHI) MANAGEMENT STAFF REVIEWS THE MISSION AND PURPOSE OF POTENTIAL GRANTEE ORGANIZATIONS TO ASSURE CONSISTENCY WITH GHI'S MISSION AND PURPOSE. AMOUNTS SUBSEQUENTLY GRANTED ARE SUBJECT TO GHI'S FORMAL SPENDING APPROVAL AND DOCUMENTATION PROCESS BASED ON AMOUNT OF THE EXPENDITURE.
Schedule I (Form 990) 2018



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Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
GROUP HEALTH PLAN INC
 
Employer identification number

41-0797853
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
Yes
 
b
Any related organization? ......................
6b
Yes
 
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2018

Schedule J (Form 990) 2018
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation
(ii) Bonus & incentive
compensation
(iii) Other reportable compensation
1BRIAN H RANK MD
DIRECTOR & MEDICAL DIRECTO
(i)

(ii)
638,373
-------------
0
209,655
-------------
0
160,411
-------------
0
235,844
-------------
0
42,019
-------------
0
1,286,302
-------------
0
133,873
-------------
0
2CHARLES J ABRAHAMSON
VP-NETWORK MGMT & PROVIDER
(i)

(ii)
266,042
-------------
0
68,269
-------------
0
6,979
-------------
0
91,560
-------------
0
31,598
-------------
0
464,448
-------------
0
0
-------------
0
3ALAN V ABRAMSON
SRVP & CIO
(i)

(ii)
416,186
-------------
0
136,555
-------------
0
137,837
-------------
0
67,015
-------------
0
37,410
-------------
0
795,003
-------------
0
107,742
-------------
0
4SCOTT A AEBISCHER
SR VP CUSTOMER SERV/PROD
(i)

(ii)
388,769
-------------
0
127,680
-------------
0
61,339
-------------
0
136,615
-------------
0
35,375
-------------
0
749,778
-------------
0
36,797
-------------
0
5FELIX ANKEL MD
EXEC DIR - HEALTH PROFESSI
(i)

(ii)
403,080
-------------
0
103,708
-------------
0
41,133
-------------
0
62,444
-------------
0
35,341
-------------
0
645,706
-------------
0
29,411
-------------
0
6COURTNEY BIBEE
VP CARE GROUP COMPLIANCE O
(i)

(ii)
200,264
-------------
0
54,243
-------------
0
11,552
-------------
0
20,625
-------------
0
31,254
-------------
0
317,938
-------------
0
0
-------------
0
7JULIE BUNDE
VP PRODUCT AND MARKET INNOVATIONS
(i)

(ii)
174,583
-------------
0
26,224
-------------
0
6,669
-------------
0
61,894
-------------
0
18,214
-------------
0
287,584
-------------
0
0
-------------
0
8STEVEN D BUNDE
VP INTERNAL AUDIT, INTEGRI
(i)

(ii)
222,420
-------------
0
54,786
-------------
0
2,284
-------------
0
39,128
-------------
0
19,460
-------------
0
338,078
-------------
0
0
-------------
0
9DAVID BUSCH
VP PHARMACY SERVICES
(i)

(ii)
235,290
-------------
0
60,278
-------------
0
3,732
-------------
0
49,848
-------------
0
31,736
-------------
0
380,884
-------------
0
0
-------------
0
10ANAHITA CAMERON
SR. VP HUMAN RESOURCES
(i)

(ii)
313,453
-------------
0
100,000
-------------
0
2,253
-------------
0
35,639
-------------
0
27,445
-------------
0
478,790
-------------
0
0
-------------
0
11KATHLEEN M COONEY
EXECUTIVE VP & CAO
(i)

(ii)
88,912
-------------
0
266,006
-------------
0
335,159
-------------
0
13,750
-------------
0
21,747
-------------
0
725,574
-------------
0
319,601
-------------
0
12ROBERT B CUMMING
SR VP ACTUARIAL/UNDERWRITI
(i)

(ii)
316,829
-------------
0
175,304
-------------
0
48,855
-------------
0
68,040
-------------
0
33,928
-------------
0
642,956
-------------
0
21,110
-------------
0
13TRICIA L DEGE
VP FINANCE & PLANNING
(i)

(ii)
323,997
-------------
0
106,095
-------------
0
2,328
-------------
0
45,857
-------------
0
33,667
-------------
0
511,944
-------------
0
0
-------------
0
14AMY L DEWANE
VP - CARE SYSTEMS GROWTH
(i)

(ii)
294,705
-------------
0
74,844
-------------
0
8,598
-------------
0
20,625
-------------
0
32,880
-------------
0
431,652
-------------
0
0
-------------
0
15LESLIE DOCKAN
VP, PRIMARY CARE & CLINIC
(i)

(ii)
298,528
-------------
0
75,272
-------------
0
1,756
-------------
0
20,625
-------------
0
32,842
-------------
0
429,023
-------------
0
0
-------------
0
16DAVID A DZIUK
SR VP & CHIEF FINANCIAL OF
(i)

(ii)
461,334
-------------
0
157,584
-------------
0
59,528
-------------
0
199,785
-------------
0
37,234
-------------
0
915,465
-------------
0
47,394
-------------
0
17JAMES EPPEL
EXECUTIVE VP & CAO
(i)

(ii)
767,308
-------------
0
191,250
-------------
0
350
-------------
0
158,162
-------------
0
41,301
-------------
0
1,158,371
-------------
0
0
-------------
0
18CHARLES J FAZIO MD
HEALTH PLAN MEDICAL DIRECT
(i)

(ii)
370,968
-------------
0
132,826
-------------
0
158,214
-------------
0
86,800
-------------
0
35,986
-------------
0
784,794
-------------
0
129,012
-------------
0
19JASON GALLAGHER
VP,HEALTH INFORMATICS
(i)

(ii)
254,446
-------------
0
88,918
-------------
0
4,478
-------------
0
44,150
-------------
0
32,514
-------------
0
424,506
-------------
0
0
-------------
0
20YOUNG FRIED
VP PHARMACY SERVICES
(i)

(ii)
229,678
-------------
0
50,400
-------------
0
9,570
-------------
0
20,625
-------------
0
31,671
-------------
0
341,944
-------------
0
0
-------------
0
21DAVID S GESKO
SR VP - DENTAL DIRECTOR
(i)

(ii)
441,229
-------------
0
177,093
-------------
0
50,546
-------------
0
72,419
-------------
0
37,095
-------------
0
778,382
-------------
0
27,135
-------------
0
22TIM M HALEY
VP BROKER SALES
(i)

(ii)
252,464
-------------
0
68,751
-------------
0
1,445
-------------
0
69,249
-------------
0
31,065
-------------
0
422,974
-------------
0
0
-------------
0
23MARK HANSBERRY
VP, BUSINESS DEVELOPMENT I
(i)

(ii)
396,539
-------------
0
119,280
-------------
0
1,751
-------------
0
75,396
-------------
0
34,975
-------------
0
627,941
-------------
0
0
-------------
0
24CHAD HEIM
VP - HEALTH INFORMATICS
(i)

(ii)
247,871
-------------
0
88,918
-------------
0
7,249
-------------
0
53,285
-------------
0
31,375
-------------
0
428,698
-------------
0
0
-------------
0
25TODD HOFHEINS
EVP & CFO
(i)

(ii)
692,308
-------------
0
100,000
-------------
0
79,492
-------------
0
114,885
-------------
0
26,469
-------------
0
1,013,154
-------------
0
0
-------------
0
26STEVEN C HOUSH
VP ORTHOPEDIC SERVICES
(i)

(ii)
326,469
-------------
0
82,217
-------------
0
5,739
-------------
0
20,625
-------------
0
33,406
-------------
0
468,456
-------------
0
0
-------------
0
27CARA HULL
CHIEF QUALTY OFFICER
(i)

(ii)
325,878
-------------
0
83,589
-------------
0
56,148
-------------
0
20,625
-------------
0
17,943
-------------
0
504,183
-------------
0
33,556
-------------
0
28SUSAN KNUTSON
SR. VP HEALTH CARE ENGAGEMENT & HEAL
(i)

(ii)
347,939
-------------
0
142,144
-------------
0
29,220
-------------
0
119,189
-------------
0
34,926
-------------
0
673,418
-------------
0
14,580
-------------
0
29KIM R LAREAU
VP IS&T CARE DELIVERY
(i)

(ii)
177,119
-------------
0
81,153
-------------
0
1,734
-------------
0
13,221
-------------
0
22,196
-------------
0
295,423
-------------
0
0
-------------
0
30VINI T MANCHANDA
VP - SUPPLY CHAIN SERVICES
(i)

(ii)
230,860
-------------
0
58,212
-------------
0
7,153
-------------
0
41,697
-------------
0
31,692
-------------
0
369,614
-------------
0
0
-------------
0
31NANCY A MCCLURE
CHIEF OPERATING OFFICER
(i)

(ii)
587,739
-------------
0
199,065
-------------
0
171,667
-------------
0
226,173
-------------
0
41,294
-------------
0
1,225,938
-------------
0
124,125
-------------
0
32FRANK P MCQUILLAN
VP - TREASURY & REAL ESTAT
(i)

(ii)
266,820
-------------
0
65,970
-------------
0
2,624
-------------
0
80,884
-------------
0
32,260
-------------
0
448,558
-------------
0
0
-------------
0
33FRANK MULLER
VP - TECHNOLOGY & INFRASTR
(i)

(ii)
212,995
-------------
0
54,801
-------------
0
6,936
-------------
0
53,914
-------------
0
30,370
-------------
0
359,016
-------------
0
0
-------------
0
34PEGGY S NEALE
VP - NATIONAL ACCOUNT HEAL
(i)

(ii)
234,752
-------------
0
119,883
-------------
0
1,676
-------------
0
51,704
-------------
0
31,079
-------------
0
439,094
-------------
0
0
-------------
0
35ANDREW F NELSON
VP - INST.EXECUTIVE DIREC
(i)

(ii)
144,270
-------------
0
0
-------------
0
11,304
-------------
0
8,069
-------------
0
27,862
-------------
0
191,505
-------------
0
0
-------------
0
36JEFFREY OGDEN
VP - HP DENTAL PLAN
(i)

(ii)
230,773
-------------
0
55,793
-------------
0
928
-------------
0
20,625
-------------
0
31,565
-------------
0
339,684
-------------
0
0
-------------
0
37KEVIN J PALATTAO
VP CLINIC PATIENT CARE SYS
(i)

(ii)
316,245
-------------
0
108,018
-------------
0
25,005
-------------
0
103,846
-------------
0
33,911
-------------
0
587,025
-------------
0
0
-------------
0
38NICO PRONK PHD
VP & HEALTH SCIENCE OFFICE
(i)

(ii)
336,127
-------------
0
84,420
-------------
0
8,268
-------------
0
68,233
-------------
0
33,689
-------------
0
530,737
-------------
0
0
-------------
0
39VINCE RIVARD
VP - COMMUNICATIONS
(i)

(ii)
185,002
-------------
0
50,384
-------------
0
346
-------------
0
35,641
-------------
0
30,815
-------------
0
302,188
-------------
0
0
-------------
0
40KEVIN R RONNEBERG
VP - ASSOCIATE MEDICAL DIR
(i)

(ii)
308,624
-------------
0
79,815
-------------
0
7,745
-------------
0
20,625
-------------
0
32,131
-------------
0
448,940
-------------
0
0
-------------
0
41KATIE B SAYRE
SR VP HLTH PLAN OPS & GOV
(i)

(ii)
372,308
-------------
0
127,008
-------------
0
44,255
-------------
0
152,641
-------------
0
35,278
-------------
0
731,490
-------------
0
33,228
-------------
0
42SCOTT A SCHNUCKLE
SR VP PHARMACY & BUSINESS
(i)

(ii)
344,010
-------------
0
113,377
-------------
0
29,987
-------------
0
96,403
-------------
0
34,464
-------------
0
618,241
-------------
0
13,645
-------------
0
43DOUG N SMITH
SR VP SALES
(i)

(ii)
327,230
-------------
0
181,716
-------------
0
38,656
-------------
0
134,167
-------------
0
34,327
-------------
0
716,096
-------------
0
15,941
-------------
0
44ELIZABETH L SWANSON
VP HUMAN RESOURCES
(i)

(ii)
254,098
-------------
0
61,035
-------------
0
15,247
-------------
0
63,999
-------------
0
32,187
-------------
0
426,566
-------------
0
0
-------------
0
45TOBI TANZER
VP CORPORATE INTEGRITY
(i)

(ii)
293,969
-------------
0
73,977
-------------
0
1,627
-------------
0
59,687
-------------
0
32,755
-------------
0
462,015
-------------
0
0
-------------
0
46BARBARA E TRETHEWAY
SR VP GENERAL COUNSEL
(i)

(ii)
537,528
-------------
0
176,535
-------------
0
1,136,318
-------------
0
177,613
-------------
0
41,987
-------------
0
2,069,981
-------------
0
1,110,660
-------------
0
47ANDREA M WALSH
EXEC VP & CHIEF MARKETING
(i)

(ii)
1,137,914
-------------
0
413,350
-------------
0
81,894
-------------
0
407,655
-------------
0
50,067
-------------
0
2,090,880
-------------
0
74,283
-------------
0
48DONNA J ZIMMERMAN
SR VP GOVT & COMMUNITY REL
(i)

(ii)
278,656
-------------
0
94,194
-------------
0
34,968
-------------
0
113,575
-------------
0
33,310
-------------
0
554,703
-------------
0
27,783
-------------
0
49PAMELA S ZOELLER
VP - SPECIALTY CARE & CLIN
(i)

(ii)
302,986
-------------
0
75,600
-------------
0
10,144
-------------
0
21,433
-------------
0
33,033
-------------
0
443,196
-------------
0
0
-------------
0
50DENNIS M ZUZEK
VP - HEALTH PLAN & ENTERPR
(i)

(ii)
256,503
-------------
0
66,512
-------------
0
4,264
-------------
0
20,625
-------------
0
31,132
-------------
0
379,036
-------------
0
0
-------------
0
51TIMOTHY KROSHUS MD
PHYSICIAN
(i)

(ii)
1,468,596
-------------
0
0
-------------
0
241,972
-------------
0
20,625
-------------
0
52,200
-------------
0
1,783,393
-------------
0
0
-------------
0
52DENNIS ZHU MD
PHYSICIAN
(i)

(ii)
1,342,979
-------------
0
0
-------------
0
73,654
-------------
0
63,563
-------------
0
47,938
-------------
0
1,528,134
-------------
0
0
-------------
0
53MATTHEW KANG MD
PHYSICIAN
(i)

(ii)
1,252,500
-------------
0
0
-------------
0
63,730
-------------
0
20,625
-------------
0
45,472
-------------
0
1,382,327
-------------
0
0
-------------
0
54JON MCLVER MD
PHYSICIAN
(i)

(ii)
1,303,925
-------------
0
0
-------------
0
13,260
-------------
0
20,625
-------------
0
46,496
-------------
0
1,384,306
-------------
0
0
-------------
0
55ALEJANDRO MENDEZ
PHYSICIAN
(i)

(ii)
1,062,509
-------------
0
0
-------------
0
36,128
-------------
0
20,625
-------------
0
43,327
-------------
0
1,162,589
-------------
0
0
-------------
0
56CALVIN U ALLEN
FORMER SR VP STRAT PLANNING/HR
(i)

(ii)
11,885
-------------
0
216,300
-------------
0
503,353
-------------
0
12,759
-------------
0
37,233
-------------
0
781,530
-------------
0
46,259
-------------
0
57BABETTE A APLAND
FORMER SR VP, MELROSE INSTITUTE
(i)

(ii)
9,286
-------------
0
70,215
-------------
0
554,862
-------------
0
29,472
-------------
0
17,733
-------------
0
681,568
-------------
0
554,862
-------------
0
58MARY K BRAINERD
FORMER PRESIDENT & CEO
(i)

(ii)
0
-------------
0
264,192
-------------
0
0
-------------
0
31,956
-------------
0
11,792
-------------
0
307,940
-------------
0
0
-------------
0
Schedule J (Form 990) 2018

Schedule J (Form 990) 2018
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
PART I, LINES 4A-B TOTAL COMPENSATION IN COLUMN E OF SCHEDULE J, PART II INCLUDES AMOUNTS FROM SEVERANCE FOR THE FOLLOWING DIRECTORS AND OFFICERS: CALVIN ALLEN $ 455,573 DEFERRED COMPENSATION IN COLUMN C OF SCHEDULE J, PART II INCLUDES AMOUNTS FROM A NONQUALIFIED 457(F) PLAN FOR THE FOLLOWING DIRECTORS AND OFFICERS: CHARLES ABRAHAMSON $ 20,402 SCOTT A. AEBISCHER $ 17,651 ANAHITA CAMERON $ 10,955 ROBERT B. CUMMING $ 17,045 DAVID A. DZIUK $ 44,618 JAMES EPPEL $ 86,270 CHARLES J. FAZIO $ 37,619 DAVID S. GESKO $ 25,392 MARK HANSBERRY $ 36,398 TODD HOFHEINS $ 55,462 SUSAN M. KNUTSON $ 16,016 NANCY MCCLURE $ 38,076 KEVIN PALATTAO $ 12,086 BRIAN RANK, MD $ 40,862 KATHERINE B. SAYRE $ 35,997 SCOTT A. SCHNUCKLE $ 13,799 DOUGLAS N. SMITH $ 18,044 BARBARA E. TRETHEWAY $ 31,694 ANDREA M. WALSH $ 139,884 DONNA J. ZIMMERMAN $ 26,732
PART I, LINE 6 OFFICERS AND HIGHEST COMPENSATED EMPLOYEES MAY RECEIVE COMPENSATION BASED ON THE MANAGEMENT INCENTIVE PROGRAM (PROGRAM) OF GROUP HEALTH PLAN INC. THE PROGRAM INCENTS AND REWARDS BUSINESS LEADERS WHO HELP THE ORGANIZATION ACHIEVE STATED BUSINESS AND/OR HEALTH IMPROVEMENT GOALS FOR A SPECIFIC FISCAL YEAR. THE PROGRAM IS A KEY ELEMENT OF THE PARTICIPANT'S TOTAL COMPENSATION PACKAGE. THE PROGRAM REWARDS ARE BASED ON POSITION IN THE ORGANIZATION (E.G. SENIOR VICE PRESIDENT, VICE PRESIDENT, DIRECTOR, MANAGER, OTHER SPECIFICALLY IDENTIFIED LEADERS) AND THE ACHIEVEMENT OF BUSINESS AND HEALTH IMPROVEMENT GOALS ESTABLISHED IN A VARIETY OF AREAS. GOALS WILL BE RELATED TO THE ORGANIZATION'S STRATEGIC PLAN AND WILL BE BALANCED. THESE AREAS MAY INCLUDE BUT ARE NOT LIMITED TO PATIENT SATISFACTION, EMPLOYEE SATISFACTION, WORK ENVIRONMENT, EMPLOYEE AND/OR LEADERSHIP DEVELOPMENT, CARE DELIVERY, PATIENT EDUCATION, TRIPLE AIM, MARKET SHARE, STRATEGIC CAPABILITIES, FINANCIAL PERFORMANCE (OPERATING INCOME), ETC., AND WILL BE DEFINED ANNUALLY FOR EACH YEAR'S PROGRAM. A OPERATING INCOME THRESHOLD MUST BE MET FOR ANY PAYMENT TO BE MADE FROM THE PROGRAM AND THERE IS A CAP ON THE MAXIMUM INCENTIVE POTENTIALLY AVAILABLE TO EACH PARTICIPANT.
SCHEDULE J, PART II - PRIOR REPORTED COMPENSATION COLUMN (F) INCLUDES AMOUNTS PAID TO PARTICIPANTS IN THE CURRENT YEAR, WHICH WERE PREVIOUSLY REPORTED IN COLUMN (C) OF PRIOR YEARS' 990'S, AS RETIREMENT AND DEFERRED COMPENSATION, FOR THE FOLLOWING DIRECTORS, OFFICERS, AND FORMER OFFICERS: ALAN V. ABRAMSON $ 107,742 SCOTT AEBISCHER $ 36,797 CALVIN U. ALLEN $ 46,259 FELIX ANKEL $ 29,411 BABETTE A. APLAND $ 554,862 KATHLEEN M. COONEY $ 319,601 ROBERT B. CUMMING $ 21,110 DAVID A. DZIUK $ 47,394 CHARLES FAZIO $ 129,012 DAVID GESKO, DDS $ 27,135 CARA HULL $ 33,556 GEORGE ISHAM $ 57,460 SUSAN KNUTSON $ 14,580 NANCY A. MCCLURE $ 124,125 BRIAN H. RANK, MD $ 133,873 KATIE B. SAYRE $ 33,228 SCOTT A. SCHNUCKLE $ 13,645 DOUG A. SMITH $ 15,941 BARBARA E. TRETHEWAY $1,110,660 ANDREA M. WALSH $ 74,283 DONNA J. ZIMMERMAN $ 27,783 ANY ANALYSIS OF EARNINGS FOR THE CURRENT YEAR, FOR THESE PARTICIPANTS OF THE PLAN, SHOULD EXCLUDE THE AMOUNT IN COLUMN F AS PART OF THE ANALYSIS SINCE THOSE EARNINGS WERE ALREADY REPORTED IN COLUMN (C) OF PREVIOUS YEARS' 990'S.
Schedule J (Form 990) 2018
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Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax-Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part , line 24a. Provide descriptions,
explanations, and any additional information in Part .
SchKMediumBullet Attach to Form 990.

SchKMediumBulletGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
GROUP HEALTH PLAN INC
 
Employer identification number
41-0797853
Part
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer
(i) Pool
financing
Yes No Yes No Yes No
A HRA OF CITY OF ST PAUL MN - HEALTH CARE REV BONDS - SERIES 2014B
 
52-1440935 NONE99999 03-18-2014 37,365,000 REFUND SERIES 2003 BONDS   X   X   X
B HRA OF CITY OF ST PAUL MN - HEALTH CARE REV BONDS - SERIES 2015A
 
52-1440935 792905DJ7 06-11-2015 331,886,593 REFUND SERIES 2006, 2008C & 2009 BONDS   X   X   X
Part
Proceeds
A B C D
1 Amount of bonds retired .................. 21,860,000 5,505,000    
2 Amount of bonds legally defeased ..............        
3 Total proceeds of issue .................. 37,365,000 331,886,593    
4 Gross proceeds in reserve funds .............        
5 Capitalized interest from proceeds .............        
6 Proceeds in refunding escrows ...............        
7 Issuance costs from proceeds ............... 312,231 2,528,203    
8 Credit enhancement from proceeds .............        
9 Working capital expenditures from proceeds .............        
10 Capital expenditures from proceeds .............        
11 Other spent proceeds .............        
12 Other unspent proceeds .............        
13 Year of substantial completion ............. 2007 2009
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? .... X     X        
15 Were the bonds issued as part of an advance refunding issue? .....   X X          
16 Has the final allocation of proceeds been made? .......... X   X          
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X          
Part
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X   X        
2 Are there any lease arrangements that may result in private business use of bond-financed property? ............... X   X          
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2018

Schedule K (Form 990) 2018
Page 2
Part
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? ............. X   X          
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?   X   X        
c Are there any research agreements that may result in private business use of bond-financed property? .............   X   X        
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....SchKMediumBullet 0.030 %      
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... SchKMediumBullet        
6 Total of lines 4 and 5 ............. 0.030 %      
7 Does the bond issue meet the private security or payment test? ... X   X          
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X   X        
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............                
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........
X     X        
Part
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X   X        
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X   X        
b Exception to rebate? ........   X   X        
c No rebate due? ......... X   X          
If "Yes" to line 2c, provide in Part the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? .....   X   X        
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X        
b Name of provider ..........  
 
 
 
 
 
 
 
c Term of hedge .........        
d Was the hedge superintegrated? ......                
e Was the hedge terminated? ........                
Schedule K (Form 990) 2018

Schedule K (Form 990) 2018
Page 3
Part
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X        
b Name of provider ..........  
 
 
 
 
 
 
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........                
6 Were any gross proceeds invested beyond an available temporary period?   X   X        
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X          
Part
Procedures To Undertake Corrective Action
--------------------------------------------------------------------------------------------------------------- A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X          
Part
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
DATE REBATE COMPUTATION PERFORMED ISSUER NAME: HRA OF CITY OF ST. PAUL, MN - HEALTH CARE REV. BONDS - SERIES DATE THE REBATE COMPUTATION WAS PERFORMED: 09/30/2012 ISSUER NAME: HRA OF CITY OF ST. PAUL, MN - HEALTH CARE REV. BONDS - SERIES DATE THE REBATE COMPUTATION WAS PERFORMED: 07/29/2015
PART I, COLUMN (F) - DESCRIPTION OF PURPOSE A. REFUND BONDS ISSUED 10/30/2003. FUND VARIOUS PROJECTS & EQUIPMENT. B. REFUND REGIONS HOSPITAL 2006 BONDS ISSUED 11/30/2006. REFUND PARK NICOLLET HEALTH SERVICES 2008C AND 2009 BONDS ISSUED 08/14/2008 AND 12/31/2009, RESPECTIVELY. THE NEW OBLIGATED GROUP FOR THE 2015A SERIES INCLUDES GROUP HEALTH PLAN, INC., HEALTHPARTNERS, INC., HEALTHPARTNERS ADMINISTRATORS, INC., REGIONS HOSPITAL, HEALTHPARTNERS INSURANCE COMPANY, PARK NICOLLET HEALTH SERVICES, PARK NICOLLET METHODIST HOSPITAL, PARK NICOLLET CLINIC, PARK NICOLLET HEALTH CARE PRODUCTS AND PNMC HOLDINGS.
PART III, LINE 3B GROUP HEALTH PLAN, INC. (GHI) USES INTERNAL LEGAL COUNSEL TO REVIEW ANY MANAGEMENT OR SERVICE CONTRACTS RELATING TO FINANCED PROPERTY. IF GHI ENCOUNTERS UNUSUAL OR COMPLEX CONTRACTS IT WILL ENGAGE BOND COUNSEL OR OTHER OUTSIDE COUNSEL.
PART V SINCE 12/31/11 GHI HAS UNDERTAKEN ESTABLISHING SUCH WRITTEN PROCEDURES.
Schedule K (Form 990) 2018

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Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ.
MediumBulletGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
GROUP HEALTH PLAN INC
 
Employer identification number

41-0797853
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No
2
Enter the amount of tax incurred by organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2018
Schedule L (Form 990 or 990-EZ) 2018
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) NANCY HOYT TAFF DAUGHTER OF BOARD MEMBER SUSAN HOYT 89,713 EMPLOYMENT   No
(2) DAVID GALLAGHER
 
BROTHER OF JASON GALLAGHER 149,739 EMPLOYMENT   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2018


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SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
GROUP HEALTH PLAN INC
 
Employer identification number

41-0797853
Return Reference Explanation
FORM 990, PART III, LINE 4A - EXEMPT PURPOSE AND ACHIEVEMENTS CORPORATE STRUCTURE, PURPOSE, GOVERNANCE GROUP HEALTH PLAN, INC. (GHI) IS A MINNESOTA NON-PROFIT CORPORATION AND LICENSED HEALTH MAINTENANCE ORGANIZATION (HMO) RECOGNIZED AS EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3) AND IS PART OF THE HEALTHPARTNERS ORGANIZATION ("HEALTHPARTNERS"). FOUNDED IN 1957, HEALTHPARTNERS IS AN INTEGRATED HEALTH CARE ORGANIZATION, PROVIDING HEALTH CARE SERVICES AND HEALTH PLAN FINANCING AND ADMINISTRATION, AND IS THE LARGEST CONSUMER-GOVERNED NONPROFIT HEALTH CARE ORGANIZATION IN THE COUNTRY. HEALTHPARTNERS' MISSION IS TO IMPROVE HEALTH AND WELL-BEING IN PARTNERSHIP WITH OUR MEMBERS, PATIENTS AND COMMUNITY. HEALTHPARTNERS SEEKS TO TRANSFORM HEALTH CARE THROUGH A RELENTLESS FOCUS ON THE TRIPLE AIM - PROVIDING EXCEPTIONAL EXPERIENCE FOR THE INDIVIDUAL, IMPROVING THE HEALTH OF THE POPULATION, AND MAINTAINING AFFORDABILITY. HEALTHPARTNERS INCLUDES AN ARRAY OF TAX-EXEMPT AND TAXABLE ORGANIZATIONS WITH HEALTH CARE ACTIVITIES PRIMARILY OPERATING IN MINNESOTA, WESTERN WISCONSIN AND EXPANDING INTO OTHER MIDWESTERN STATES. HEALTHPARTNERS PROVIDES A FULL RANGE OF HEALTH CARE DELIVERY AND HEALTH PLAN SERVICES INCLUDING INSURANCE, PATIENT CARE, ADMINISTRATION AND HEALTH AND WELL-BEING PROGRAMS. HEALTHPARTNERS HEALTH PLANS SERVE MORE THAN 1.8 MILLION MEDICAL AND DENTAL MEMBERS NATIONWIDE. HEALTHPARTNERS MEDICAL CARE SYSTEM INCLUDES MORE THAN 1,800 PHYSICIANS AND DENTISTS, SEVEN OWNED HOSPITALS WITH OVER 1,000 ACUTE CARE BEDS, OVER 100 OWNED AND LEASED PRIMARY AND SPECIALTY CARE MEDICAL FACILITIES AND 25 DENTAL FACILITIES WITH PRACTICES IN MINNESOTA AND WESTERN WISCONSIN. HEALTHPARTNERS ALSO CONTRACTS WITH OTHER PRIMARY AND SPECIALTY MEDICAL FACILITIES AND DENTAL FACILITIES, PHYSICIAN GROUPS, HOSPITALS AND RELATED HEALTHCARE PROVIDERS LOCATED PRIMARILY IN MINNESOTA, WESTERN WISCONSIN AND EXPANDING INTO OTHER MIDWESTERN STATES. HEALTHPARTNERS ALSO PROVIDES MEDICAL EDUCATION AND TRAINING TO MEDICAL PROFESSIONALS AND CONDUCTS RESEARCH AND FUNDRAISING ACTIVITIES THAT SUPPORT THE HEALTH CARE DELIVERY SYSTEM. A COMPLETE LISTING OF ALL ORGANIZATIONS WITHIN HEALTHPARTNERS, AND THE RELATIONSHIP BETWEEN THEM, CAN BE FOUND ON SCHEDULE R WITHIN THIS 990 RETURN. DETAILED INFORMATION ABOUT THE COMMUNITY BENEFIT ACTIVITIES AND ACCOMPLISHMENTS OF EACH TAX-EXEMPT ORGANIZATION CAN BE FOUND IN THE INDIVIDUAL FORM 990 RETURN FOR THAT ORGANIZATION. HEALTHPARTNERS IS DRIVING CHANGE THAT HELPS OUR MEMBERS AND PATIENTS LIVE HEALTHIER LIVES. HEALTHPARTNERS COLLABORATES WITH OTHER PLANS, CARE PROVIDERS AND OTHER COMMUNITY AND BUSINESS ORGANIZATIONS IN THE REGION AND THROUGHOUT THE NATION TO INCREASE ACCESS, CREATE AND SHARE QUALITY MEASURES AND INITIATIVES, PARTICIPATE IN DEVELOPMENT OF PUBLIC POLICY, AND COLLABORATE IN IMPROVEMENTS THAT SUPPORT THE TRIPLE AIM. AMONG HEALTHPARTNERS' SIGNATURE INITIATIVES CONTINUING IN 2018 ARE TOTAL COST OF CARE MEASUREMENTS (DEVELOPMENT OF A NATIONALLY RECOGNIZED METRIC, ENDORSED BY THE NATIONAL QUALITY FORUM, ENABLING MEASUREMENT AND INCENTIVES BASED ON COORDINATION AND EVIDENCE-BASED PRACTICES), MENTAL HEALTH (REDUCING STIGMA, AND ASSURING ACCESS TO HIGH QUALITY CARE IN THE MOST APPROPRIATE SETTINGS), CHILDREN'S HEALTH (IMPROVING CHILD HEALTH BY PROMOTING EARLY BRAIN DEVELOPMENT, PROVIDING FAMILY CENTERED CARE, AND STRENGTHENING COMMUNITIES), AND SUSTAINABILITY (ENERGY EFFICIENCY, WASTE REDUCTION, AND RESOURCE MANAGEMENT). HEALTHPARTNERS, INC. (HPI) IS THE PARENT ENTITY OF HEALTHPARTNERS AND IS A MINNESOTA NON-PROFIT CORPORATION AND LICENSED HEALTH MAINTENANCE ORGANIZATION (HMO) RECOGNIZED AS EXEMPT FROM FEDERAL INCOME TAX UNDER IRC SECTION 501(C)(4). HPI IS THE SOLE CORPORATE MEMBER OF HPI-RAMSEY, A MINNESOTA NON-PROFIT CORPORATION RECOGNIZED AS EXEMPT FROM FEDERAL INCOME TAX UNDER IRC SECTION 501(C)(3). IN TURN, HPI-RAMSEY IS THE SOLE CORPORATE MEMBER OF RIHS AND ITS SISTER ORGANIZATIONS, REGIONS HOSPITAL (REGIONS), REGIONS HOSPITAL FOUNDATION, RH-WISCONSIN, INC., STILLWATER HEALTH SYSTEM (LAKEVIEW HEALTH), AND CAPITOL VIEW TRANSITIONAL CARE CENTER, ALL OF WHICH ARE NON-PROFIT CORPORATIONS EXEMPT FROM FEDERAL INCOME TAX UNDER IRC SECTION 501(C)(3). GHI IS THE SOLE CORPORATE MEMBER OF PHYSICIANS NECK & BACK CLINICS (PNBC), WHICH EMPLOYS PHYSICIANS AND SUPPORT STAFF TO PROVIDE TREATMENT OF CHRONIC NECK AND/OR BACK PAIN. PNBC IS A MINNESOTA NOT-FOR-PROFIT CORPORATION THAT IS TAX-EXEMPT UNDER IRC SECTION 501(C) (3). GHI IS COMMITTED TO IMPROVING THE HEALTH OF THE COMMUNITY BY PROVIDING PREPAID MEDICAL AND DENTAL CARE TO ITS ENROLLED MEMBERS AND MEDICAL AND DENTAL CARE TO FEE-FOR-SERVICE PATIENTS, INCREASING ACCESS TO AFFORDABLE MEDICAL AND DENTAL CARE IN THE COMMUNITY AND RAISING THE STANDARDS OF MEDICAL AND DENTAL CARE IN THE COMMUNITY. THE GHI STAFF MODEL HMO COMBINES FINANCING AND HEALTH CARE SERVICES FOR THE PURPOSE OF IMPROVING THE HEALTH OF ITS MEMBERS AND PATIENTS. GHI OFFERS COMMERCIAL, INDIVIDUAL, AND MEDICARE COST HMO PRODUCTS. PEOPLE WHO ENROLL IN A GHI MANAGED CARE PRODUCT RECEIVE A FULL RANGE OF PREPAID HEALTH CARE SERVICES, INCLUDING PROFESSIONAL CARE IN HOSPITALS, PHYSICIAN SERVICES, IMAGING AND LABORATORY SERVICES, VARIOUS THERAPIES, PREVENTIVE SERVICES, HEALTH EDUCATION AND CERTAIN PRESCRIPTION DRUGS. ADDITIONALLY, GHI'S EMPLOYED AND CONTRACTED PHYSICIANS PROVIDE A SUBSTANTIAL AMOUNT OF HEALTH CARE SERVICES TO A WIDE ARRAY OF PATIENTS WHO ARE NOT ENROLLED IN GHI'S MANAGED CARE PRODUCTS, SOME OF WHOM ARE UNINSURED OR UNDERINSURED. GHI ALSO OPERATES A MEDICARE-CERTIFIED AND MINNESOTA-LICENSED HOSPICE PROGRAM FOR PATIENTS WITH A TERMINAL DIAGNOSIS OF SIX MONTHS OR LESS. GHI THROUGH HEALTHPARTNERS OPERATES A PATIENT COUNCIL THAT GIVES MEMBERS AND PATIENTS A FORUM TO PROVIDE INPUT TO IMPROVE HEALTHPARTNERS PROGRAMS AND SERVICES. THE PATIENT COUNCIL IS MADE UP OF A GROUP OF 15 HEALTH PLAN MEMBERS WHO MEET TEN TIMES ANNUALLY AND PROVIDE FEEDBACK ON A VARIETY OF HEALTH CARE TOPICS. THIS FEEDBACK IS INCORPORATED IN THE DESIGN AND PLANNING OF PROGRAMS AND SERVICES. HEALTHPARTNERS MEDICAL GROUP (HPMG) & HEALTHPARTNERS DENTAL GROUP (HPDG) GHI PROVIDES COVERAGE TO MEMBERS AND SERVICES TO PATIENTS THROUGH A BROAD NETWORK OF HOSPITALS AND CLINICS, INCLUDING THOSE STAFFED BY GHI EMPLOYED PHYSICIANS. GHI'S EMPLOYED "STAFF MODEL" PHYSICIANS AND DENTISTS ARE KNOWN AS HEALTHPARTNERS MEDICAL GROUP (HPMG) AND HEALTHPARTNERS DENTAL GROUP (HPDG) RESPECTIVELY. HPMG IS ONE OF MINNESOTA'S LARGEST MEDICAL GROUPS. HPMG EMPLOYS APPROXIMATELY 600 FULL TIME EQUIVALENT PHYSICIANS. HPMG PHYSICIANS PRACTICE IN MORE THAN 36 MEDICAL AND SURGICAL SPECIALTIES. FOR MORE THAN 30 YEARS, HPDG HAS BEEN RECOGNIZED AS A LEADER IN INNOVATIVE DENTISTRY. HPDG OWNS AND OPERATES 25 DENTAL CLINICS AND A DENTAL SPECIALTY CLINIC WITH APPROXIMATELY 75 DENTISTS AND CONTRACTS WITH AN ADDITIONAL 2,200 PLUS DENTISTS IN THE HEALTHPARTNERS DENTAL NETWORK TO PROVIDE DENTAL CARE. HPDG DENTAL CLINICS OFFER A WIDE RANGE OF INDIVIDUALIZED, INNOVATIVE SERVICES FROM BASIC PREVENTIVE DENTISTRY TO HIGHLY SPECIALIZED CARE, INCLUDING SPECIALISTS IN ORTHODONTICS, ORAL SURGERY, PERIODONTICS, PROSTHODONTICS AND PEDIATRIC DENTISTRY. HPDG IS A CRITICAL ACCESS PROVIDER OF DENTAL SERVICES; THAT MEANS THAT A SIGNIFICANT NUMBER OF ITS PATIENTS ARE ENROLLED IN A GOVERNMENT PROGRAM. HPDG HAS THE LARGEST NUMBER OF GOVERNMENT PROGRAM DENTAL PATIENTS IN THE STATE. HPDG REMAINS COMMITTED TO FINDING THE MOST EFFECTIVE WAYS TO IMPROVE OUR PATIENTS' DENTAL HEALTH AND IS ONE OF THE FEW DENTAL PRACTICES THAT CONDUCTS A RISK ASSESSMENT FOR PATIENTS, WHICH ALLOWS US TO CREATE AN INDIVIDUALIZED PROGRAM OF TRUE PREVENTIVE DENTAL CARE BASED ON PATIENT NEEDS AND DESIRES. THE DIVERSITY OF THE PATIENTS WE SERVE ENCOURAGED THE HPDG TO OPEN A DENTAL CLINIC IN THE HEART OF ST. PAUL IN 2005. THE HEALTHPARTNERS MIDWAY DENTAL CLINIC FOCUSES ON SERVING NEW AMERICANS AND PROVIDES ASSISTANCE TO PATIENTS ENROLLING IN MINNESOTA PUBLIC PROGRAMS. THIS CLINIC PROVIDES INTERPRETER SERVICES AND SAME-DAY ACCESS TO URGENT CARE AND APPOINTMENTS. THIS MODEL OF CARE HAS BEEN ADOPTED BY THE MINNESOTA LEGISLATURE'S "DENTAL ACCESS ADVISORY COMMITTEE AND WAS IMPLEMENTED AT OTHER CLINICS IN THE STATE. IN ADDITION TO PROVIDING CARE TO PERSONS ENROLLED IN GHI'S HMO PRODUCTS, HPMG AND HPDG WORK TOGETHER TO IMPROVE THE HEALTH OF THE COMMUNITY BY PROVIDING MEDICAL AND DENTAL CARE TO A GROWING NUMBER OF PATIENTS WHO ARE MEMBERS OF HPI, HEALTHPARTNERS INSURANCE COMPANY (HPIC), HEALTHPARTNERS ADMINISTRATORS, INC. (HPAI), UNRELATED MANAGED CARE ORGANIZATIONS, INSURED BY COMMERCIAL PAYERS, SELF-PAY PATIENTS AND/OR CHARITY CARE PATIENTS. HPMG AND HPDG FOCUS THEIR EFFORTS ON COMPASSIONATE, PATIENT-CENTERED CARE, RANGING FROM PREVENTIVE CARE TO MANAGEMENT OF PATIENTS WITH ACUTE AND/OR CHRONIC CONDITIONS.
FORM 990, PART III, LINE 4A IN 2018, HPDG SUPPORTED COMMUNITY HEALTH IMPROVEMENTS THROUGH: $5,000 IN SUPPORT OF A NEW DENTAL CLINIC TO NORTHERN DENTAL ACCESS, A COMMUNITY ACCESS DENTAL CLINIC OPERATED BY MISSISSIPPI HEADWATERS AREA DENTAL HEALTH CENTER, A NONPROFIT ORGANIZATION IN BEMIDJI. 15 HOURS OF DENTAL HYGIENE EDUCATION TO ELEMENTARY AGE CHILDREN DURING CHILDREN'S DENTAL HEALTH MONTH (FEBRUARY). 35 HOURS AT NUMEROUS COMMUNITY HEALTH FAIRS THROUGHOUT THE YEAR PROMOTING DENTAL HEALTH AND DISTRIBUTING TOOTHBRUSHES AND TOOTHPASTE. HPDG'S IN-KIND AND MONETARY DONATIONS TO COMMUNITY ORGANIZATIONS INCLUDE: GIVE KIDS A SMILE, CONTRIBUTING $15,000 IN FREE DENTAL CARE TO CHILDREN IN NEED. $750 IN SUPPORT OF THE MINNESOTA ORAL HEALTH COALITION, WHICH SUPPORTS MINNESOTA'S ORAL HEALTH COMMUNITY THROUGH PARTNERSHIPS, RESOURCES AND OUTREACH. $5,600 TO THE UNIVERSITY OF MINNESOTA (U OF M) SCHOOL OF DENTISTRY TO SUPPORT EDUCATION OF FUTURE DENTISTS. SAFETY NET COALITION IN 2018, HPMG CONTRIBUTED TO THE COMMUNITY IN MANY WAYS. HPMG CONTRIBUTED OVER 350 HOURS TO THE COMMUNITY THROUGH IN-KIND DONATIONS AND COMMUNITY HEALTH IMPROVEMENTS SUCH AS: FAMILY FUN FEST (HPMG'S ARDEN HILLS CLINIC). THE EVENT HAD OVER 250 FAMILIES IN ATTENDANCE, WITH 300 BAGS OF VEGGIES HANDED OUT AT THE VEGGIE GIVEAWAY. ROSEVILLE PARADE (HPMG'S ARDEN HILLS CLINIC AND NORTH SUBURBAN CLINICS) HUGO DAY PARADE (HPMG'S HUGO CLINIC) MCPHAIL CENTER FOR MUSIC OFFERED FREE MUSIC CLASSES THAT INCLUDED SINGING, PLAYING AND LEARNING FOR FAMILIES AT HPMG'S WABASHA, INVER GROVE HEIGHTS, AND WOODBURY CLINICS. OVER 30 SUPPORT GROUPS AND WORKSHOPS SUPPORTING FAMILIES GOING THROUGH LOSS, GRIEF, HOSPICE CARE, DEMENTIA AND CANCER. PRESENTATIONS AT 1) THE MINNESOTA NETWORK OF HOSPICE AND PALLIATIVE (MNHPC) CONFERENCE ON CULTURALLY APPROPRIATE HOSPICE AND PALLIATIVE CARE; 2) SHARING THE JOURNEY CONFERENCE MULTICULTURAL HUMILITY PRESENTATION. BENEFIT TO THE COMMUNITY: MEMBERSHIP GHI MEMBERS RECEIVE A FULL RANGE OF PREPAID HEALTH CARE SERVICES, INCLUDING PROFESSIONAL CARE IN HOSPITALS AND PHYSICIAN OFFICES, IMAGING AND LABORATORY SERVICES, VARIOUS THERAPIES, PREVENTIVE SERVICES, HEALTH EDUCATION, AND CERTAIN PRESCRIPTION DRUGS. GHI PROVIDES THESE SERVICES TO ITS MEMBERS AND PATIENTS THROUGH A BROAD NETWORK OF PHYSICIANS AND HOSPITALS. THIS NETWORK INCLUDES CLINICS STAFFED BY GHI- AND PARK NICOLLET CLINIC (PNC)- EMPLOYED PHYSICIANS AND SEVEN HEALTHPARTNERS HOSPITALS: REGIONS HOSPITAL (REGIONS), A LEVEL I ADULT AND PEDIATRIC TRAUMA CENTER IN ST. PAUL, MINNESOTA; WESTFIELDS HOSPITAL, A CRITICAL ACCESS HOSPITAL IN NEW RICHMOND, WISCONSIN; HUDSON HOSPITAL, A CRITICAL ACCESS HOSPITAL IN HUDSON, WISCONSIN; AMERY REGIONAL MEDICAL CENTER, A CRITICAL ACCESS HOSPITAL IN AMERY, WISCONSIN; LAKEVIEW MEMORIAL HOSPITAL ASSOCIATION (LAKEVIEW HOSPITAL), A COMMUNITY HOSPITAL IN STILLWATER, MINNESOTA; PARK NICOLLET METHODIST HOSPITAL, A LEADER IN CANCER, CARDIOVASCULAR AND MATERNITY CARE IN ST. LOUIS PARK, MINNESOTA AND HUTCHINSON HEALTH, A LEVEL III TRAUMA HOSPITAL IN HUTCHINSON, MINNESOTA. HPI, GHI AND HPIC PROVIDE COMMERCIAL GROUP, COMMERCIAL INDIVIDUAL, MEDICARE AND MEDICAID MANAGED CARE PRODUCTS TO THEIR MEMBERS. IN 2018, THESE ORGANIZATIONS PROVIDED COMPREHENSIVE, PREPAID HEALTH CARE SERVICES TO 1,112,626 FULLY INSURED MEMBERS, ENCOMPASSING BOTH MEDICAL AND DENTAL PRODUCTS. THESE MEMBERS FIT WITH THE FOLLOWING CATEGORIES: 302,319 FULLY INSURED COMMERCIAL GROUP MEDICAL MEMBERS; 58,667 FULLY INSURED INDIVIDUAL MEMBERS; 65,298 MEDICARE (INCLUDES COST, SUPPLEMENTAL, AND MEDICARE ADVANTAGE PLAN, BOTH GROUP AND INDIVIDUAL) MEMBERS; 160,953 PREPAID STATE HEALTHCARE PROGRAM MEMBERS, INCLUDING HMO PRODUCTS FOR MEDICARE/MEDICAID DUAL ELIGIBLE, LOW-INCOME ADULTS; AND 525,389 DENTAL MEMBERS. IN ADDITION, HEALTHPARTNERS ALSO PROVIDES ADMINISTRATIVE SERVICES, THROUGH HPAI, TO 504,136 SELF-INSURED COMMERCIAL MEMBERS. IN ADDITION TO PROVIDING DIRECT CARE TO PERSONS ENROLLED IN GHI'S HMO PRODUCTS, HPMG PHYSICIANS SERVE PATIENTS WHO ARE UNINSURED AND UNABLE TO PAY FOR CARE. GHI EMPLOYS FINANCIAL COUNSELORS WHO PROVIDE PATIENTS WITH OPTIONS WHEN THEY ARE UNINSURED OR UNDERINSURED. FINANCIAL COUNSELOR'S LINK PATIENTS TO COMMUNITY RESOURCES, PROVIDE INFORMATION AND ASSISTANCE ON HPMG'S FINANCIAL ASSISTANCE PROGRAM AND ASSISTANCE WITH APPLYING FOR MINNESOTA HEALTH CARE PROGRAMS THROUGH THE MINNESOTA DEPARTMENT OF HUMAN SERVICES. GHI ALSO HELPS PATIENTS WHO ARE UNABLE TO PAY FOR PRESCRIPTION DRUGS OR DO NOT HAVE PRESCRIPTION INSURANCE COVERAGE BY PROVIDING ASSISTANCE THROUGH THE MENTAL HEALTH DRUG ASSISTANCE PROGRAM (MDHAP), WHICH PROVIDES MEDICATIONS TO MEDICAL ASSISTANCE PATIENTS. VIRTUWELL VIRTUWELL IS A 24/7 ONLINE CLINIC THAT REINVENTS THE DIAGNOSIS AND TREATMENT EXPERIENCE FOR EVERYDAY ILLNESSES. THROUGH A REFRESHINGLY SIMPLE ONLINE AND MOBILE PLATFORM, PAIRED WITH BEST-IN-CLASS CUSTOMER SERVICE, VIRTUWELL IS SAVING CONSUMERS, EMPLOYERS AND HEALTH PLANS TIME AND MONEY. IT WAS CREATED TO BE SIMPLE, CONVENIENT AND AFFORDABLE AND LAUNCHED IN 2010 FOR MINNESOTA RESIDENTS. SINCE THEN, IT HAS EXPERIENCED STEADY GROWTH AND IS AVAILABLE TO ANYONE WHO LIVES, WORKS OR TRAVELS WITHIN THE 13 STATES VIRTUWELL SERVES: ARIZONA, CALIFORNIA, COLORADO, CONNECTICUT, IOWA, MICHIGAN, MINNESOTA, NEW YORK, NORTH DAKOTA, PENNSYLVANIA, SOUTH DAKOTA, VIRGINIA, WISCONSIN, AND CAN BE ACCESSED ANYTIME FROM A SMART PHONE, TABLET OR COMPUTER. MORE INFO AT WWW.VIRTUWELL.COM VIRTUWELL PROVIDES OUR MEMBERS WITH UNLIMITED FREE VISITS TO GET THEIR HEALTH QUESTIONS ANSWERED. IT NOW INCLUDES 56 CONDITIONS, MORE THAN 300,000 TREATMENT PLANS AND HAS LED TO SAVINGS APPROACHING $50 MILLION IN HEALTH CARE COSTS, AND THOUSANDS MORE REFERRED SAFELY TO IN-PERSON CARE. VIRTUWELL MAINTAINS OUTSTANDING EFFECTIVENESS AND SATISFACTION RATES. SINCE ITS LAUNCH, IT HAS RESULTED IN A REPORTED AVERAGE SAVINGS OF $105 PER VISIT FOR MEMBERS, EMPLOYERS AND HEALTH PLANS. MEMBERS CAN RECEIVE A DIAGNOSIS AND TREATMENT BY CERTIFIED NURSE PRACTITIONERS IN MINUTES. IN ADDITION, NURSE PRACTITIONERS CAN SEND PATIENTS' PRESCRIPTIONS TO THEIR PHARMACY IF NEEDED. THERE IS NO COST IF VIRTUWELL IS UNABLE TO TREAT THE PATIENT. INDIVIDUALS WHO HAVE TRIED VIRTUWELL.COM HAVE FOUND THAT ONE VIRTUWELL VISIT CAN SAVE 2.5 HOURS OR MORE. IT IS SIMPLE TO USE AND 98 PERCENT OF CUSTOMERS WOULD HIGHLY RECOMMEND VIRTUWELL TO FRIENDS AND FAMILY. HEALTHPARTNERS CENTER FOR INTERNATIONAL HEALTH (CIH) HEALTHPARTNERS CENTER FOR INTERNATIONAL HEALTH CLINIC (CIH) WELCOMES PATIENTS COVERED BY MOST MAJOR INSURANCE PLANS AS WELL AS SELF-PAY PATIENTS. CIH IS THE LARGEST MULTI-DISCIPLINARY HEALTH CARE PROGRAM IN MINNESOTA FOR REFUGEES, IMMIGRANTS AND NON-ENGLISH SPEAKING FAMILIES.
FORM 990, PART III, LINE 4A CIH WAS ESTABLISHED IN 1980 IN RESPONSE TO THE INFLUX OF SOUTHEAST ASIANS TO MINNESOTA AFTER THE END OF THE VIETNAM WAR. INITIALLY CALLED THE HMONG CLINIC, OR THE SOUTHEAST ASIAN CLINIC, THE CLINIC NOW SEES MANY MORE RUSSIAN, AFRICAN AND BURMESE PATIENTS AS IMMIGRATION TRENDS CHANGE MINNESOTA'S DEMOGRAPHICS. SINCE 1980, THE PROGRAM HAS EXPANDED TO INCLUDE PATIENTS FROM MORE THAN 30 COUNTRIES, WITH A STAFF OF PROVIDERS COMBINING MORE THAN 100 YEARS OF EXPERIENCE IN INTERNATIONAL HEALTH WITH EXTENSIVE EXPERIENCE PRACTICING BOTH INTERNATIONALLY AND IN THE UNITED STATES. THE INTERNATIONAL MENTAL HEALTH PROGRAM WAS ESTABLISHED IN 1984, OFFERING PSYCHIATRY, PSYCHOLOGY, AND GROUP THERAPY. GHI ALSO EMPLOYS A FULL TIME SOCIAL WORKER AND OFFERS ONSITE INTERPRETERS FOR OVER 10 LANGUAGES OR LANGUAGE LINE INTERPRETERS VIA PHONE FOR VIRTUALLY ANY LANGUAGE. THE BILINGUAL STAFF IS DEDICATED TO PROVIDING CULTURALLY COMPETENT HEALTH CARE TO ALL PATIENTS. ADDITIONAL SERVICES AT CIH INCLUDE ADULT INTERNAL MEDICINE PRIMARY CARE FOR NON-ENGLISH SPEAKING AND LIMITED ENGLISH SPEAKING PATIENTS, MEDICAL ISSUES/CHRONIC ILLNESS, REFUGEE AND IMMIGRANT HEALTH CARE, MEDICATION EVALUATION AND MANAGEMENT, CROSS CULTURAL HEALTH CARE CONSULTS, WORKERS COMPENSATION EXAMS FOR FOREIGN BORN PATIENTS, AND INS ADJUSTMENT OF STATUS EXAMS FOR FAMILIES (CIVIL SURGEON ON STAFF). IN ADDITION, CIH OFFERS SAME-DAY APPOINTMENTS FOR PRIMARY CARE, REMOVING THE NEED FOR MOST REFERRALS TO SPECIALISTS WITHIN HPMG. FRUIT AND VEGGIE RX GHI CONTINUED TO EXPAND THE FRUIT AND VEGGIE PRESCRIPTION PROGRAM (FRUITS AND VEGGIE RX). THE NUMBER OF FRUIT AND VEGETABLE "PRESCRIPTIONS" (VOUCHERS) DISTRIBUTED BY GHI INCREASED FROM 16,550 IN 2016 TO 29,758 IN 2018. THE PROGRAM IS POPULAR WITH FAMILIES AND GHI CLINICIANS, WITH THE MESSAGE TO TRY NEW FRUITS AND VEGETABLES. GHI PARTNERS WITH CUB FOODS IN THE TWIN CITIES METRO AREA FOR THE FRUIT AND VEGGIE VOUCHER REDEMPTION. THE DISTRIBUTION CONTINUES TO GROW EACH YEAR, AS DOES THE NUMBER OF LOCATIONS WHERE THE VOUCHERS ARE DISTRIBUTED. EXPANSION HAS INCLUDED SCHOOL-BASED CLINICS AND GHI'S WELL@WORK CLINICS. HEALTH PROFESSIONAL EDUCATION HEALTHPARTNERS SEEKS TO BE THE BEST AND MOST TRUSTED PROVIDER OF HEALTH CARE, HEALTH PROMOTION, HEALTH CARE FINANCING AND HEALTH CARE ADMINISTRATION IN THE UNITED STATES. HEALTHPARTNERS' MISSION IS TO IMPROVE THE HEALTH AND WELL-BEING IN PARTNERSHIP WITH OUR MEMBERS, PATIENTS AND COMMUNITY. IN PARTNERSHIP WITH THE UNIVERSITY OF MINNESOTA MEDICAL SCHOOL, THE HEALTHPARTNERS INSTITUTE (INSTITUTE), A RELATED ORGANIZATION OF HEALTHPARTNERS, TRAINS MORE THAN 500 RESIDENT PHYSICIANS (130 FTES) ANNUALLY IN 22 PROGRAMS AT REGIONS AND HPMG. FOR A FULL REPORT ON THE INSTITUTE'S 2018 RESEARCH, PLEASE SEE THE INSTITUTE'S FORM 990 RETURN. HOSPICE AND PALLIATIVE CARE (HPC) GHI ALSO OPERATES HEALTHPARTNERS HOSPICE AND PALLIATIVE CARE (HPC), A COMPREHENSIVE CARE PROGRAM FOR PATIENTS WITH A TERMINAL DIAGNOSIS OF SIX MONTHS OR LESS. HPC IS MEDICARE-CERTIFIED AND LICENSED BY THE STATE OF MINNESOTA. WITH AN EMPHASIS ON ENABLING PATIENTS TO REMAIN IN THEIR HOMES FOR AS LONG AS POSSIBLE, HOSPICE TEAMS INCLUDE SPECIALLY-TRAINED HPMG PHYSICIANS AND NURSES, SOCIAL WORKERS, HOME HEALTH AIDES, VOLUNTEERS, CHAPLAINS AND COUNSELORS WHO TOGETHER PROVIDE, EMOTIONAL, SPIRITUAL, AND MEDICAL SUPPORT. HEALTHPARTNERS SPECIALTY CENTER THE HEALTHPARTNERS SPECIALTY CENTER IS COMPRISED OF TWO BUILDINGS - 401 PHALEN BOULEVARD AND 435 PHALEN BOULEVARD - AND CONTAINS HPMG CLINICS AND REGIONS HOSPITAL-BASED SPECIALTY DEPARTMENTS THAT ARE ALL CONNECTED WITH THE LATEST IN ELECTRONIC MEDICAL RECORDS AND EASILY ACCESSIBLE DIGITAL X-RAYS. THE LOCATION FEATURES MORE THAN 25 SPECIALTIES ON ONE CAMPUS. GHI CONTINUED TO PROVIDE FREE SHUTTLE SERVICES FROM REGIONS TO THE HEALTHPARTNERS SPECIALTY CENTER FOR PATIENTS. COMMUNITY BUILDING ACTIVITIES: TRIPLE AIM HEALTHPARTNERS IS WORKING TO TRANSFORM HEALTH CARE BY DELIVERING OUTSTANDING CARE AND SERVICE THAT IS CONSISTENT WITH THE INSTITUTE FOR HEALTHCARE IMPROVEMENT'S "TRIPLE AIM" INITIATIVE. HEALTHPARTNERS IS ONE OF 12 ORGANIZATIONS PARTICIPATING IN THE PROJECT, AN INTERNATIONAL INITIATIVE TO DEVELOP MODELS OF CARE THAT SIMULTANEOUSLY OPTIMIZE THE HEALTH OF THE POPULATION AND THE EXPERIENCE OF EACH INDIVIDUAL, WHILE REDUCING PER CAPITA HEALTH CARE COSTS. THE INSTITUTE FOR HEALTHCARE IMPROVEMENT (IHI) SELECTED HEALTHPARTNERS IN 2007 FOR THIS MULTI-YEAR PROJECT BASED ON INITIATIVES HEALTHPARTNERS HAD IN PLACE THAT SUPPORT THE TRIPLE AIM. BEING PART OF AN INTEGRATED ORGANIZATION ALLOWS ENTITIES TO ADOPT AND SHARE IMPROVEMENTS SUCH AS BEST PRACTICES AND PATIENT EDUCATION MATERIALS ACROSS THE SYSTEM. HEALTHPARTNERS CONTINUES TO WORK WITH THE TRIPLE AIM AS WE WORK TOWARDS EXCELLENCE IN HEALTH CARE. HEALTHPARTNERS IS DRIVING CHANGE THAT HELPS OUR MEMBERS LIVE HEALTHIER LIVES AND LOWERS COSTS. THROUGH OUR UNIQUE WELLNESS PROGRAMS, ADVOCACY EFFORTS AND INNOVATIVE PAYMENT APPROACHES WHICH INCENT AND REWARD QUALITY, WE ARE ABLE TO PROVIDE BETTER VALUE FOR OUR CUSTOMERS. WE COLLABORATE WITH OTHER PLANS, CARE PROVIDERS AND NON-PROFIT ORGANIZATIONS IN THE REGION AND THROUGHOUT THE NATION TO INCREASE ACCESS, CREATE AND DISSEMINATE QUALITY MEASURES AND INITIATIVES, PARTICIPATE IN DEVELOPMENT OF PUBLIC POLICY AND COLLABORATE ON SYSTEM IMPROVEMENTS. BY PARTNERING WITH PROVIDERS, MEMBERS, PURCHASERS, AND THE COMMUNITY, WE ARE LEVERAGING OUR PLAN CAPABILITIES TO DEVELOP INITIATIVES, WHICH IMPROVE HEALTH, MEMBER EXPERIENCE AND AFFORDABILITY. TOTAL COST OF CARE TOTAL COST OF CARE (TCOC), IS A METHOD OF MEASURING HEALTH CARE AFFORDABILITY. TCOC MEASURES ARE POWERFUL ANALYTICAL TOOLS FOR HEALTH PLANS, PROVIDERS, MEDICAL GROUPS, GOVERNMENT AGENCIES, EMPLOYERS AND OTHERS WITH A STAKE IN REDUCING HEALTH CARE COST TRENDS. THEY CAN HELP PINPOINT WAYS TO MAKE HEALTH CARE MORE AFFORDABLE WITHOUT SACRIFICING QUALITY OR EXPERIENCE. MANY ORGANIZATIONS HAVE EXPERIMENTED WITH TCOC MODELS IN RECENT YEARS. HEALTHPARTNERS' TOTAL COST OF CARE AND RESOURCE USE (TCOC) FRAMEWORK ADDRESSES ONE OF THE MOST FUNDAMENTAL PROBLEMS RELATED TO POPULATION HEALTH: RISING HEALTH CARE COSTS. HEALTHPARTNERS HAS DEVELOPED A TCOC MODEL THAT IS UNIQUE IN A SIGNIFICANT WAY. IT IS A FULL-POPULATION, PERSON-CENTERED MEASUREMENT TOOL THAT ACCOUNTS FOR 100 PERCENT OF THE CARE PROVIDED TO A PATIENT. ADDITIONALLY, IT SUPPLIES A REPORTING SUITE TO SUPPORT MULTIPLE LEVELS OF ANALYSIS, CONSIDERING THE COST OF CARE PROVIDED TO A PATIENT (OR "TOTAL COST INDEX"), AND INCORPORATES AN INNOVATIVE APPROACH TO MEASURING RESOURCES USED IN PROVIDING THAT CARE (OR "TOTAL RESOURCE USE INDEX"). WHEN USED IN COMBINATION, THESE MEASURES YIELD MORE COMPREHENSIVE, REVEALING AND ACTIONABLE RESULTS THAN COST MEASURES ALONE. USING THIS SYSTEM, WHICH HAS BEEN MORE THAN A DECADE IN DEVELOPMENT AND STAGED-IN USE, HEALTHPARTNERS HAS OUTPERFORMED MINNESOTA, REGIONAL AND NATIONAL RISK-ADJUSTED COST OF CARE BENCHMARKS FOR MANY YEARS. HEALTHPARTNERS FINANCIALLY INCENTS PROVIDERS THROUGH ITS TCOC PROGRAM TO ACHIEVE THE INSTITUTE FOR HEALTHCARE IMPROVEMENT'S TRIPLE AIM: IMPROVING THE HEALTH OF THE POPULATION, ENHANCING THE PATIENTS EXPERIENCE AND MAKING HEALTH CARE MORE AFFORDABLE. HEALTHPARTNERS HAS BEEN DEVELOPING HEALTH CARE COST OF CARE AND RESOURCE USE MEASURES SINCE 1995. AFFORDABLE CARE ACT GHI WORKED ALONGSIDE OUR MEMBERS, PATIENTS AND EMPLOYER GROUPS, TO NAVIGATE THE COMPLEXITIES OF REFORM. HEALTH CARE REFORM TOUCHES EVERYONE, REGARDLESS OF HEALTH, AGE OR EMPLOYMENT STATUS. WITH WEBINARS, TRAINING SESSIONS, INFORMATIONAL ALERTS AND A REFORM-SPECIFIC WEBSITE, HEALTHPARTNERS BROUGHT REFORM INTO SIMPLE, PRACTICAL CLARITY. OVER THE PHONE, ONLINE AND FACE TO FACE IN OUR HOSPITALS AND CLINICS, WE CONTINUE TO HAVE HUNDREDS OF ONE-ON-ONE DISCUSSIONS TO HELP INDIVIDUALS UNDERSTAND THEIR OPTIONS AND MAKE THE CHOICES THAT ARE BEST FOR THEM. HEALTH CARE REFORM IS A TEST OF ANY ORGANIZATION'S COMMITMENT TO PARTNERSHIP. WE CONTINUE TO HELP COLLEAGUES UNDERSTAND HEALTH REFORM AND MNSURE, WHILE EQUIPPING THEM TO ADDRESS MEMBER AND PATIENT QUESTIONS. HEALTH REFORM WILL CONTINUE TO EVOLVE, AND OUR MISSION TO IMPROVE HEALTH AND WELL-BEING IN PARTNERSHIP WITH THOSE WE SERVE WILL BE AS IMPORTANT AS EVER. WE HAVE BEEN A TRUSTED PARTNER FOR MORE THAN 55 YEARS AND OUR COMMITMENT WILL NEVER CHANGE. HEALTHY EQUITY SPONSOR GROUP OUR HEALTH EQUITY SPONSOR GROUP PROVIDES STRATEGIC LEADERSHIP IN PLANNING AND EXECUTING ACTIVITIES AIMED AT IMPROVING HEALTH EQUITY THROUGH REDUCING HEALTH CARE DISPARITIES, IMPROVING ACCESS, AND SUPPORTING AN INCLUSIVE CULTURE. THE GROUP ALIGNS HEALTH EQUITY ACTIVITIES ACROSS THE ORGANIZATION THROUGH INCLUSION IN ANNUAL PLANS, AND SUPPORTS TRACKING AND MONITORING OF PROGRESS.
FORM 990, PART III, LINE 4A THE HEALTH EQUITY SPONSOR GROUP: PROVIDES AN ORGANIZATION-WIDE APPROACH TO MEASURE AND REDUCE HEALTH CARE DISPARITIES SUPPORTS WORKFORCE DEVELOPMENT INITIATIVES AIMED AT REINFORCING CULTURAL HUMILITY AND RESPECT, AND INCREASING AWARENESS OF CULTURAL ISSUES IMPROVES CARE AND SERVICE FOR PERSONS WHO HAVE LIMITED ENGLISH PROFICIENCY AND PATIENTS WHO ARE HEARING IMPAIRED INVOLVES PATIENTS AND MEMBERS IN THE PLANNING AND IMPLEMENTATION OF HEALTH EQUITY APPROACHES ENGAGES COMMUNITIES IN STRATEGIES AND PARTNERSHIPS TO PROMOTE HEALTH EQUITY PROVIDES RECOMMENDATIONS AND DIRECTION FOR DATA COLLECTION, ANALYSIS AND REPORTING ACROSS THE ORGANIZATION COMMUNICATES PROGRESS ON INITIATIVES ACROSS THE ORGANIZATION, AND EXTERNALLY AS APPROPRIATE COMMUNITY COLLABORATION TO GAIN INSIGHTS AND ENGAGE COMMUNITY WE HAVE BUILT A CULTURE OF HEALTH EQUITY IN OUR ORGANIZATION THROUGH PARTNERSHIPS WITH COMMUNITY ORGANIZATIONS. OUR 2018 COMMUNITY HEALTH NEEDS ASSESSMENTS AND PLANS, CONDUCTED BY EACH OF OUR HOSPITALS, FRAMED HEALTH EQUITY AS AN UNDERLYING DRIVER FOR ALL OF THE HOSPITAL COMMUNITY HEALTH IMPLEMENTATION PLANS. DURING THAT PROCESS, WE ENGAGED COMMUNITY MEMBERS, PUBLIC HEALTH, AND OUR OWN CLINICIANS TO MORE DEEPLY UNDERSTAND HOW WE MIGHT IMPACT THE HEALTH OF OUR COMMUNITY. COMMUNITY PARTNERSHIP DEVELOPMENT IS A CORE STRATEGY IN OUR WORK TO PROMOTE HEALTH EQUITY. WE INVEST IN SIX GENERAL AREAS: HEALTHY CHILDREN, MENTAL HEALTH, NUTRITION AND FITNESS, HEALTH EQUITY, WELLNESS AND PREVENTION AND RESEARCH AND EDUCATION. WE ALSO HAVE LARGER, MULTI-YEAR PARTNERSHIPS AND CAMPAIGNS WITH COMMUNITY-BASED ORGANIZATIONS SUCH AS THE MAKEITOK CAMPAIGN, POWERUP AND LITTLE MOMENTS COUNT TO IMPACT HEALTH DETERMINANTS. EXAMPLES OF OTHER PARTNERS INCLUDE ORGANIZATIONS SUCH AS THE WILDER FOUNDATION/ ST. PAUL PROMISE NEIGHBORHOOD, THE YWCA, NORTHSIDE ACHIEVEMENT ZONE, NAMI, OVER 60 SCHOOLS THROUGHOUT THE REGION, HUNGER SOLUTIONS, AND MANY OTHERS. DETAILS ON COMMUNITY BENEFIT ACTIVITIES CAN BE FOUND ON THE HEALTHPARTNERS, INC. 990S. EQUITABLE CARE CHAMPIONS IN 2016, THE EQUITABLE CARE CHAMPION WAS LAUNCHED (PREVIOUSLY KNOWN AS THE EQUITABLE CARE FELLOWS PROGRAM). "A CHAMPION IS A PERSON WHO VOLUNTARILY TAKES EXTRAORDINARY INTEREST IN THE ADOPTION, IMPLEMENTATION AND SUCCESS OF A CAUSE, POLICY OR PROGRAM THROUGHOUT AN ORGANIZATION. ALSO CALLED CHANGE ADVOCATE, CHANGE AGENT OR IDEA CHAMPION." THIS IS HOW WE DEFINE OUR EQUITABLE CARE CHAMPIONS ACROSS THE HEALTHPARTNERS ORGANIZATION. EQUITABLE CARE CHAMPIONS MEETS ANNUALLY. COMMUNITY BENEFIT OPERATIONS: COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) IN 2015, A COMPREHENSIVE, SIX-STEP COMMUNITY HEALTH NEEDS ASSESSMENT ("CHNA") COLLABORATION WAS CONDUCTED FOR HEALTHPARTNERS AND ITS HOSPITALS (REGIONS, LAKEVIEW HOSPITAL, HUDSON HOSPITAL, WESTFIELDS HOSPITAL, AMERY REGIONAL MEDICAL CENTER, AND PARK NICOLLET METHODIST HOSPITAL) BY COMMUNITY HOSPITAL CONSULTING TO DETERMINE THE GREATEST HEALTH NEEDS IN THE COMMUNITIES THEY SERVE. THESE HOSPITALS SERVE SIMILAR COMMUNITIES AND HAVE OVERLAPPING STUDY AREAS. THE SYSTEM'S STUDY AREA IS DEFINED AS DAKOTA, HENNEPIN, RAMSEY, SCOTT, AND WASHINGTON COUNTIES IN MINNESOTA AND POLK AND ST. CROIX COUNTIES IN WISCONSIN. DATA ELEMENTS REGARDING ALL SEVEN COUNTIES IN THE SYSTEM'S STUDY AREA ARE INCLUDED IN THIS REPORT FOR COMPARISON, AND ARE ALSO PROVIDED AS AN OPPORTUNITY FOR THE HOSPITALS TO WORK TOGETHER TO MEET THE NEEDS IDENTIFIED IN THE OVERLAPPING COUNTIES. - DEMOGRAPHICS: CHC CONSULTING ANALYZED THE MOST CURRENT DEMOGRAPHICS OF RESIDENTS IN RAMSEY, WASHINGTON, AND DAKOTA COUNTIES INCLUDING: OVERALL POPULATION, POPULATION BY RACE AND ETHNICITY, MEDIAN AGE, MEDIAN HOUSEHOLD INCOME, POVERTY LEVELS, FOOD INSECURITY, AND EDUCATIONAL ATTAINMENT. - HEALTH DATA COLLECTION: CHC CONSULTING ANALYZED THE MOST CURRENT HEALTH DATA AVAILABLE PERTAINING TO RESIDENTS IN RAMSEY, WASHINGTON, AND DAKOTA COUNTIES INCLUDING: MORTALITY RATES, CHRONIC CONDITIONS, HEALTH BEHAVIORS, MENTAL HEALTH, COMMUNICABLE DISEASES, PREVENTION AND NATALITY. - COMMUNITY INPUT: AS A PART OF COUNTY-WIDE ASSESSMENTS, SURVEYS AND LISTENING SESSIONS WERE CONDUCTED TO GATHER INPUT FROM COMMUNITY RESIDENTS. IN ADDITION, REGIONS CONDUCTED COMMUNITY CONVERSATIONS ON JUNE 16, 2015 AND JULY 14, 2015 TO GAIN INSIGHT SURROUNDING SIGNIFICANT HEALTH NEEDS. FINAL PRIORITIZED NEEDS - MENTAL AND BEHAVIORAL HEALTH - ACCESS AND AFFORDABILITY - CHRONIC DISEASE AND ILLNESS PREVENTION - EQUITABLE CARE IN 2018, WE WORKED ON OUR NEXT CYCLE OF CHNA FOR 2019-2021. CHNA PRIORITIZATION - FIVE PRIORITY AREAS WERE IDENTIFIED THROUGH THE CHNA: ACCESS TO CARE ACCESS TO CARE REFERS TO HAVING EQUITABLE ACCESS TO APPROPRIATE, CONVENIENT AND AFFORDABLE HEALTH CARE. THIS INCLUDES FACTORS SUCH AS PROXIMITY TO CARE, ACCESS TO PROVIDERS, COST, INSURANCE COVERAGE, MEDICAL TRANSPORTATION, CARE COORDINATION WITHIN THE HEALTH CARE SYSTEM AND CULTURAL SENSITIVITY AND RESPONSIVENESS. ACCESS TO HEALTH ACCESS TO HEALTH REFERS TO THE SOCIAL AND ENVIRONMENTAL CONDITIONS THAT DIRECTLY AND INDIRECTLY AFFECT PEOPLE'S HEALTH, SUCH AS HOUSING, INCOME, EMPLOYMENT, EDUCATION AND MORE. THESE FACTORS, ALSO REFERRED TO AS SOCIAL DETERMINANTS OF HEALTH, DISPROPORTIONATELY IMPACT LOW INCOME COMMUNITIES AND COMMUNITIES OF COLOR. MENTAL HEALTH AND WELL-BEING MENTAL HEALTH AND WELL-BEING REFERS TO THE INTERCONNECTION BETWEEN MENTAL ILLNESS, MENTAL HEALTH, MENTAL WELL-BEING AND THE ASSOCIATED STIGMA. POOR MENTAL HEALTH IS ASSOCIATED WITH POOR QUALITY OF LIFE, HIGHER RATES OF CHRONIC DISEASE AND A SHORTER LIFESPAN. NUTRITION AND PHYSICAL ACTIVITY NUTRITION AND PHYSICAL ACTIVITY REFERS TO EQUITABLE ACCESS TO NUTRITION, PHYSICAL ACTIVITY AND FOOD AND FEEDING CHOICES. POOR NUTRITION AND PHYSICAL INACTIVITY ARE MAJOR CONTRIBUTORS TO OBESITY AND CHRONIC DISEASES SUCH AS DIABETES, HEART DISEASE AND STROKE, WHICH DISPROPORTIONALLY IMPACT LOW INCOME COMMUNITIES AND COMMUNITIES OF COLOR. SUBSTANCE ABUSE SUBSTANCE ABUSE AND ADDICTION ARE THE EXCESSIVE USE OF SUBSTANCES INCLUDING ALCOHOL, TOBACCO, PRESCRIPTION DRUGS, OPIOIDS AND OTHER DRUGS IN A MANNER THAT IS HARMFUL TO HEALTH AND WELL-BEING. HEALTHPARTNERS DISCUSSED AND CONSIDERED ADDITIONAL OR ALTERNATIVE PRIORITIES DURING THE PRIORITIZATION PROCESS, INCLUDING: OLDER ADULT HEALTH/AGING, MATERNAL AND CHILD HEALTH, ENVIRONMENTAL HEALTH AND INJURY AND VIOLENCE. THESE NEEDS WERE NOT SELECTED AS TOP FIVE PRIORITIES IN THE CONSENSUS BUILDING PROCESS. HOWEVER, THE THEMES WILL BE CONSIDERED IN THE IMPLEMENTATION OF THE SELECTED PRIORITY AREAS. HEALTHPARTNERS APPROACH TO EQUITY AT HEALTHPARTNERS, A TOP PRIORITY IS TO MAKE SURE EVERYONE HAS EQUAL ACCESS TO EXCELLENT AND RELIABLE HEALTH CARE AND SERVICES, TO WORK TOWARD A DAY WHERE EVERY PERSON, REGARDLESS OF THEIR SOCIAL CIRCUMSTANCES, HAS THE CHANCE TO REACH THEIR BEST HEALTH. THIS REQUIRES US TO IDENTIFY AND WORK TOWARDS ELIMINATING HEALTH DISPARITIES, DEFINED BY THE CDC AS "PREVENTABLE DIFFERENCES IN THE BURDEN OF DISEASE, INJURY, VIOLENCE OR INOPPORTUNITIES TO ACHIEVE OPTIMAL HEALTH EXPERIENCED BY SOCIALLY DISADVANTAGED RACIAL, ETHNIC, AND OTHER POPULATION GROUPS AND COMMUNITIES." OUR COMMITMENT TO HEALTH EQUITY SHAPED OUR APPROACH TO OUR CHNA AND WILL CONTINUE TO SHAPE OUR APPROACH AS WE DEVELOP AN IMPLEMENTATION PLAN TO ADDRESS COMMUNITY HEALTH NEEDS IN PARTNERSHIP WITH OUR COMMUNITY. THIS INCLUDES CONSIDERING FACTORS SUCH AS RACE, ETHNICITY, AGE, GENDER IDENTITY, SOCIOECONOMIC STATUS AND EDUCATION LEVELS WHEN SETTING PRIORITIES AND DEVELOPING IMPLEMENTATION PLANS. NEXT STEPS - IMPLEMENTATION PLAN REPORT OUR HOSPITALS AND HEALTHPARTNERS WILL CONTINUE TO WORK COLLABORATIVELY WITH THE COMMUNITY TO DEVELOP SHARED GOALS AND ACTIONS THAT ADDRESS THE TOP FIVE PRIORITY NEEDS IDENTIFIED IN THE 2018 CHNA. THESE SHARED GOALS AND ACTIONS WILL BE PRESENTED IN OUR IMPLEMENTATION STRATEGY, WHICH IS A REQUIRED COMPANION REPORT TO THE CHNA. EACH NEED ADDRESSED WILL BE TAILORED TO THE HOSPITAL'S PROGRAMS, RESOURCES, PRIORITIES, PLANS AND/OR COLLABORATION WITH GOVERNMENTAL, NON-PROFIT OR OTHER HEALTH CARE ORGANIZATIONS. WHILE THE HEALTHPARTNERS HOSPITALS JOINTLY PRIORITIZED SYSTEMS-LEVEL NEEDS, THE U.S. DEPARTMENT OF THE TREASURY AND THE IRS REQUIRE A HOSPITAL ORGANIZATION TO SEPARATELY DOCUMENT THE IMPLEMENTATION STRATEGY FOR EACH OF ITS HOSPITAL FACILITIES. THE BOARD OF EACH HOSPITAL MUST APPROVE THE IMPLEMENTATION STRATEGY BY MAY 2019.
FORM 990, PART III, LINE 4A CENTER FOR COMMUNITY HEALTH (CCH) CCH IS A COLLABORATIVE WITH HEALTH PLANS, HOSPITALS AND LOCAL PUBLIC HEALTH AGENCIES IN THE TWIN CITIES SEVEN-COUNTY METRO AREA IN MINNESOTA. CCH WAS FORMED FOR TWO PURPOSES: 1) TO ALIGN THE PROCESSES OF THE COMMUNITY HEALTH NEEDS ASSESSMENTS (CHNA) THAT ARE REQUIRED OF LOCAL PUBLIC HEALTH AGENCIES AND HOSPITALS; AND 2) TO COLLECTIVELY ACT TO IMPACT A SHARED PUBLIC HEALTH PRIORITY. CCH HAS TWO WORK GROUPS TO ACCOMPLISH THOSE OBJECTIVES. THE COLLECTIVE ACTION WORKGROUP, WHOSE NAME WAS CHANGED TO COLLECTIVE ACTION MAKING A COLLECTIVE IMPACT (CACI), WAS TASKED WITH DEVELOPING AND IMPLEMENTING ACTIVITIES THAT ADDRESS A SHARED PUBLIC HEALTH PRIORITY AREA BASED ON CHNAS. THEIR FOCUS HAS BEEN ON MENTAL HEALTH. THE ASSESSMENT ALIGNMENT WORKGROUP WAS TASKED WITH ASSESSING AND DEVELOPING A FRAMEWORK WITH COMMON LANGUAGE AND PROCESSES TO GUIDE MEMBERS IN CONDUCTING FUTURE COMMUNITY HEALTH NEEDS ASSESSMENTS AND ALLOWS FOR AGGREGATE ANALYSIS OF COMMUNITY HEALTH NEEDS ACROSS THE TWIN CITIES SEVEN-COUNTY METRO AREA. ADDITIONALLY, THE GROUP WILL DETERMINE MORE EFFECTIVE USE OF DATA BY IDENTIFYING OPPORTUNITIES FOR COLLABORATIVE DATA COLLECTION AND ANALYSIS AND ELIMINATING BARRIERS TO DATA SHARING AMONG MEMBERS. ITS MEMBERS INCLUDE REPRESENTATIVES FROM THE HOSPITALS, HEALTH PLAN, AND PUBLIC HEALTH SECTORS. THE WORKGROUPS MEET ONCE EACH MONTH AND ITS MEMBERS INCLUDE REPRESENTATIVES FROM THE HOSPITALS, HEALTH PLAN, AND PUBLIC HEALTH SECTORS. MORE ABOUT CCH AT WWW.MNMETROCCH.ORG WORKPLACE DIVERSITY HEALTHPARTNERS ACTIVELY SEEKS TO HIRE A DIVERSE STAFF AND OUR RECRUITMENT TEAM PARTICIPATED IN SEVERAL CAREER FAIRS THAT FOCUSED ON DIVERSITY. THESE EVENTS PARTNER WITH LOCAL COMMUNITY ORGANIZATIONS TO PROMOTE THEIR EVENTS AND PROVIDE AN OPPORTUNITY FOR RECRUITERS TO MEET WITH COMMUNITY MEMBERS IN AN EFFORT TO INCREASE DIVERSE HIRING. WE ARE A PREMIER SPONSOR OF THE UNIVERSITY OF ST. THOMAS COLLEGE AND TWIN CITIES BLACK MBA 'THE FORUM ON WORKPLACE INCLUSION,' WHICH OFFERS WORKSHOPS ON CULTURAL COMPETENCE AND WORKPLACE DIVERSITY. THIS YEAR, IN ADDITION TO SPONSORSHIP, WE SERVED ON THE HEALTHCARE COMMITTEE TRACK AND WILL BE PRESENTING FOR THE UPCOMING 2019 FORUM ON THE TOPIC OF PATIENT AND MEMBER BIAS. CAREER FAIRS: ANOKA COUNTY TECHNICAL COLLEGE MEDICAL ASSISTANTS CAREER FAIR BLOOMINGTON WORKFORCE CENTER HEALTH CAREER FAIR WEST SAINT PAUL WORKFORCE CENTER HIRING EVENT DEED VETERANS CAREER FAIR DAKOTA COUNTY TECHNICAL COLLEGE HEALTH CAREER FAIR MEETINGS/TRAININGS/WEBINARS: BITCON - BLACKS IN TECHNOLOGY CONFERENCE MN RECRUITERS CONFERENCE - DIVERSITY AND INCLUSION PANEL DISCUSSION MAKE IT MSP - PEOPLE OF COLOR COHORT, GETTING REAL ON WORKPLACE INCLUSION IT READY - KEEPING THE DIVERSITY IN IT CARING FOR TRANSGENDER PATIENTS AND MEMBERS WELCOMING DISABILITY AS DIVERSITY IN THE WORKPLACE HIRE MILITARY VETERANS AND GAIN MORE THAN JUST A NEW EMPLOYEE IT'S TIME TO TALKABOUT DISABILITY VETERAN RECRUITING - CREATING LASTING IMPACT THROUGH INNOVATIVE SOLUTIONS WE WORKED WITH MINNEAPOLIS PUBLIC SCHOOLS AND THEIR STEP-UP ACHIEVE INTERNSHIP PROGRAM TO PROVIDE SUMMER INTERNSHIPS, MENTORING AND CAREER COACHING FOR EIGHT DIVERSE STUDENTS IN 2018. IN ADDITION, WE OFFERED TRAINING ON MICROSOFT OUTLOOK AND RESUME BUILDING. TO ADVANCE OUR WORK AROUND LGBTQ INCLUSION AND EQUITY, HEALTHPARTNERS WAS A SPONSOR OF THE OUTFRONT MINNESOTA GALA AND HAD A STRONG PRESENCE AT TWIN CITIES PRIDE FESTIVAL AND PARADE IN 2018. FOR OUR EFFORTS ON BEHALF OF LGBTQ PEOPLE AND ISSUES, HEALTHPARTNERS RECEIVED THE TWIN CITIES CHAMPION OF PRIDE AWARD. THE ORGANIZATION PROMOTED WOMEN'S HEALTH WITH MOBILE MAMMOGRAPHY SERVICES, AND TRANSGENDER AND GENDER SERVICES THROUGH SUPPORT AND PROMOTION OF HEALTHPARTNERS GENDER SERVICES CLINIC. HEALTHPARTNERS ALSO VOLUNTEERED AT THE MN AIDS WALK AND THE RED RIBBON RIDE. HEALTHPARTNERS CONTINUES TO BE A SPONSOR OF THE YWCA'S IT'S TIME TO TALK EVENT. THIS YEAR, HEALTHPARTNERS SPONSORED THE YWCA'S FIRST IT'S TIME TO ACT FORUM SERIES, SERVING AS A SPEAKER SPONSOR FOR ROBIN DI ANGELO'S TALK ON WHITE FRAGILITY TO AN AUDIENCE OF HUNDREDS AT WESTMINSTER PRESBYTERIAN CHURCH. IN 2018, THE DIVERSITY AND INCLUSION DEPARTMENT HOSTED AN IT'S TIME TO TALK EVENT ABOUT DISABILITY. THIS EVENT LEVERAGED EMPLOYEE AND MEMBER STORIES TO HELP COLLEAGUES TALK ABOUT THESE TOPICS AND BEING MORE INCLUSIVE IN THE WORKPLACE. IN ADDITION, THE CROSS CULTURAL LEADERSHIP NETWORK (AN EMPLOYEE RESOURCE GROUP) HOSTED A LEARNING EXPERIENCE FOR THE GIRL SCOUTS OF MINNESOTA. THE SESSION BROUGHT APPROXIMATELY 30 GIRLS SCOUTS FROM 5TH TO 8TH GRADE TO CAMPUS FOR A DAY TO LEARN ABOUT CAREERS IN HEALTH CARE AND NETWORK WITH WOMEN WHO WORK IN HEALTH CARE. ALL MEMBERS OF THE CROSS CULTURAL LEADERSHIP NETWORK WERE ALSO TRAINED AS MAKE IT OK AMBASSADORS, AN INTERNAL HEALTHPARTNERS PROGRAM THAT PROMOTES ENDING THE STIGMA OF MENTAL ILLNESS. WE PARTNERED WITH AVIVO (PREVIOUSLY RESOURCE), A NONPROFIT ORGANIZATION THAT HELPS ALL JOB SEEKERS ACHIEVE THEIR GOALS THROUGH ITS SPECIALIZED JOB-SKILLS TRAINING AND EMPLOYMENT SERVICES FOR CANDIDATES, TO PROVIDE THEIR JOB SEEKERS WITH AN OVERVIEW OF ENTRY-LEVEL CORPORATE AND CLINIC POSITIONS. WE ALSO PRESENTED ON RESUME BUILDING, PROVIDED INTERVIEW TIPS AND WALKED THROUGH OUR ONLINE APPLICATION PROCESS. WE PARTNERED WITH THE KAREN ORGANIZATION OF MINNESOTA (KOM), A NONPROFIT ORGANIZATION SUPPORTING KAREN AND BURMESE REFUGEES WITH TOOLS AND RESOURCES TO HELP THEM SETTLE, INTEGRATE AND BECOME SELF-SUFFICIENT. IN ADDITION, KOM PROVIDES EDUCATION AND EMPLOYMENT CLASSES AND OPPORTUNITIES. WE PARTNER BY HELPING THEIR COMMUNITY UNDERSTAND OUR JOB POSTINGS AND WALKING THEM THROUGH OUR ONLINE APPLICATION PROCESS. WE PARTNERED WITH TWIN CITIES RISE - A NONPROFIT THAT TRANSFORMS LIVES, ESPECIALLY THOSE OF MEN OF COLOR, THROUGH MEANINGFUL EMPLOYMENT SO THEY CAN ACHIEVE LONG TERM JOB SUCCESS TO SUPPORT THEIR FAMILIES. HEALTHPARTNERS ASSISTS WITH MOCK INTERVIEWS. WE WORKED WITH MINNEAPOLIS PUBLIC SCHOOLS AND THEIR STEP-UP ACHIEVE INTERNSHIP PROGRAM TO PROVIDE SUMMER INTERNSHIPS, MENTORING AND CAREER COACHING FOR EIGHT RACIALLY DIVERSE STUDENTS IN 2018. IN ADDITION, WE OFFERED TRAINING ON MICROSOFT OUTLOOK AND RESUME BUILDING. IN ADDITION, IN 2018, MORE THAN 40 DIVERSITY AND INCLUSION COURSES WERE TAUGHT. ONE OF THE SESSIONS, RECOGNIZING AND MANAGING BIAS, WAS ATTENDED BY HUNDREDS OF LEADERS AND COLLEAGUES ACROSS THE ORGANIZATION. THE SESSION EXPLORED HOW BIASES IMPACT OUR DECISIONS AND WHAT WE CAN DO TO RECOGNIZE AND TAKE STEPS TO MINIMIZE THE IMPACT OF BIAS ON OUR WORK WITH PATIENTS, MEMBERS, AND COLLEAGUES. IN 2018, DIVERSITY AND INCLUSION ALSO ROLLED OUT A NEW COURSE - ADDRESSING PATIENT AND MEMBER BIAS THAT TO DATE OVER 800 EMPLOYEES HAVE PARTICIPATED IN, ALONG WITH A TOOLKIT TO HELP EMPLOYEES NAVIGATE THESE INSTANCES WHEN THEY OCCUR. FINANCIAL CONTRIBUTIONS HEALTHPARTNERS GIVES PRIORITY TO FUNDING PARTNERSHIPS AND PROJECTS THAT ARE CONSISTENT WITH ITS STRATEGIC HEALTH PROMOTION INITIATIVES, FOCUS ON ACTIVITIES THAT PREVENT HEALTH PROBLEMS, ADDRESS THE NEEDS OF PEOPLE IN OUR SERVICE AREA, AND/OR DISPLAY UNDERSTANDING OF THE DIVERSE NEEDS OF OUR POPULATION AND INDICATE HOW THEY WILL REDUCE DISPARITIES IN HEALTH OUTCOMES. HEALTHPARTNERS EMPLOYEES GAVE WITH THEIR MILLION-DOLLAR HEARTS TO THE COMMUNITY AND OUR FOUNDATION MISSIONS THROUGH THE COMMUNITY GIVING AND SHARING AT WORK CAMPAIGNS, AS WELL AS OUR WALK ENGAGEMENTS. ADDITIONALLY, HEALTHPARTNERS PARTICIPATED IN COMMUNITY FESTIVALS AND EVENTS PROVIDING OUTREACH AND EDUCATION RESOURCES TO THE COMMUNITY ON A VARIETY OF HEALTH TOPICS, INCLUDING BODY MASS INDEX, HEALTHY EATING, SMOKING CESSATION, CHOLESTEROL, BLOOD PRESSURE, IMMUNIZATIONS AND MORE. A DETAILED LIST OF COMMUNITY BENEFIT ACTIVITIES CAN BE FOUND ON THE HEALTHPARTNERS, INC. 990S. DONATIONS & VOLUNTEERISM ACTIVITIES DROP-IN VOLUNTEERING & MARTIN LUTHER KING, JR. DAY OF SERVICE DROP-IN VOLUNTEERING ARE VOLUNTEERING OPPORTUNITIES ORGANIZED BY HEALTHPARTNERS COMMUNITY RELATIONS TO CONTINUE OUR EMPLOYEE ENGAGEMENT WITH OUR COMMUNITY ORGANIZATIONS. ONE HOUR DROP-IN VOLUNTEERING SESSIONS ARE ORGANIZED ON SITE AND EMPLOYEES DONATE THEIR TIME. VOLUNTEER TIMES HAVE RANGED ANYWHERE FROM FIVE MINUTES UP TO 120 MINUTES DEPENDING ON THE EMPLOYEE VOLUNTEER AVAILABILITY. IN 2018, OVER 40 COLLEAGUES PARTICIPATED IN THE 5TH ANNUAL DROP-IN VOLUNTEERING EVENT, IN HONOR OF MARTIN LUTHER KING, JR. DAY OF SERVICE, SPONSORED BY HEALTHPARTNERS AND SEIU HEALTHCARE MINNESOTA. PARTICIPANTS CONTRIBUTED OVER 16 VOLUNTEER HOURS, REPACKAGED 589 BAGS OF 2-LOAD LAUNDRY DETERGENT (1,178 LOADS), UPCYCLED 45 T-SHIRTS INTO REUSABLE GROCERY BAGS AND HANDMADE OVER 30 THOUGHTFUL CARDS FOR FAMILIES. THESE ITEMS WERE DONATED TO THE SHERIDAN STORY, THE FOOD GROUP, ONE HEARTLAND AND THE MINNESOTA BRAIN INJURY ALLIANCE.
FORM 990, PART III, LINE 4A HPMG ALSO HOSTED A FOOD DONATION DRIVE IN PARTNERSHIP WITH THE SHERIDAN STORY, WHOSE MISSION IS TO FIGHT CHILD HUNGER. MANY COLLEAGUES WHO WERE NOT ABLE TO STAY AT THE EVENT CONTRIBUTED BY DROPPING OFF BAGS OF FOOD. WE COLLECTED OVER 2,000 POUNDS OF FOOD, WHICH PROVIDES 435 CHILDREN WITH A WEEK'S WORTH OF FOOD! THE SHERIDAN STORY BEGAN BY PROVIDING ONE BAG OF NON-PERISHABLE FOOD TO 27 KINDERGARTENERS EACH WEEKEND IN 2010. TODAY THE SHERIDAN STORY HAS SEEN INCREDIBLE GROWTH IN ITS IMPACT AND NOW SERVES MORE THAN 5,400 STUDENTS IN 144 SCHOOLS. DONATIONS & VOLUNTEERISM ACTIVITIES THE FOOD GROUP HEALTHPARTNERS HAS HAD A WONDERFUL PARTNERSHIP WITH THE FOOD GROUP, A FULL-SERVICE FOOD BANK WITH OVER 200 HUNGER RELIEF PARTNERS STATEWIDE PROVIDING FREE FOOD, ACCESS TO BULK FOOD PURCHASING, AND FORMALIZED FOOD DRIVE PROGRAMS. THE FOOD GROUP ALSO OFFERS FOOD SHELVES FREE DELIVERY, AND OUTREACH AND ADVOCACY OPPORTUNITIES. UNLIKE SOME FOOD BANKS, THE FOOD GROUP DOES NOT CHARGE MEMBERSHIP OR HANDLING FEES TO OUR NETWORK OF HUNGER-RELIEF PROGRAMS. IN 2018, HEALTHPARTNERS CONTRIBUTED 1,888 POUNDS OF DONATIONS AND $911.98. THIRTY-THREE VOLUNTEERS FROM HEALTHPARTNERS CONTRIBUTED A TOTAL OF 67 HOURS AND PACKED 12,130 POUNDS OF FOOD. EMPLOYEE GIVING HEALTHPARTNERS' COMMITMENT TO IMPROVING THE HEALTH OF THE COMMUNITY EXTENDS BEYOND ITS DOORS. ADDRESSING DISPARITIES IS ONE OF THE REASONS HEALTHPARTNERS HAS A COMMITMENT TO WORKPLACE GIVING. A COMPREHENSIVE EMPLOYEE GIVING CAMPAIGN IS A KEY WAY TO PROVIDE A SAFETY NET OF SERVICES AND SUPPORT TO IMPROVE THE HEALTH OF THE COMMUNITY. TWICE A YEAR, HEALTHPARTNERS EMPLOYEES HAVE THE OPPORTUNITY TO MAKE DONATIONS THAT BENEFIT HEALTHPARTNERS PROGRAMS INTERNALLY AND THEIR OVERALL COMMUNITIES EXTERNALLY. THESE OPPORTUNITIES ARE THE ONE (FORMERLY SHARING AT WORK) CAMPAIGN, WHICH OCCURS DURING THE SPRING AND THE COMMUNITY GIVING CAMPAIGN, WHICH OCCURS DURING THE FALL. IN 2018, EMPLOYEES FROM HEALTHPARTNERS ORGANIZATIONS DONATED $1,215,256 TO THE ONE CAMPAIGN, WHICH RAISES FUNDS FOR PATIENT CARE, RESEARCH AND MEDICAL EDUCATION. THE TOTAL INCLUDED $500,000 THAT HEALTHPARTNERS MATCHED. THE ONE CAMPAIGN ALSO RAISED MONEY FOR HEALTHPARTNERS HOSPICE AND PALLIATIVE CARE AND OTHER ORGANIZATIONS WITHIN HEALTHPARTNERS, INCLUDING ITS SIX HOSPITAL FOUNDATIONS - REGIONS HOSPITAL FOUNDATION, LAKEVIEW MEMORIAL HOSPITAL FOUNDATION, AMERY REGIONAL HOSPITAL FOUNDATION, HUDSON HOSPITAL FOUNDATION, AND WESTFIELDS HOSPITAL FOUNDATION. THE FUNDS RAISED THROUGH THE COMMUNITY GIVING CAMPAIGN SUPPORTED EIGHT LOCAL FEDERATIONS: GREATER TWIN CITIES UNITED WAY, UNITED WAY OF WASHINGTON COUNTY-EAST, ST. CROIX VALLEY UNITED WAY, AND UNITED WAY OF CENTRAL MINNESOTA, COMMUNITY SHARES MINNESOTA, COMMUNITY HEALTH CHARITIES-MINNESOTA, COMMUNITY HEALTH FUND AND THE MINNESOTA ENVIRONMENTAL FUND. IN 2018, HEALTHPARTNERS' COMMUNITY GIVING CAMPAIGN RAISED $274,061, WHICH INCLUDED EMPLOYEE PLEDGES THROUGH AUTOMATIC PAYROLL DEDUCTIONS, $60,000 FROM HEALTHPARTNERS THAT WAS DISTRIBUTED TO ALL FEDERATIONS, AND ADDITIONAL EMPLOYEE FUNDRAISING DOLLARS THROUGH SPECIAL EVENTS ACROSS THE ORGANIZATION. IN-KIND DONATIONS HEALTHPARTNERS SUPPORTS AND CONTRIBUTES TO NUMEROUS NON-PROFIT ORGANIZATIONS THROUGHOUT THE YEAR BY PROVIDING MEETING SPACE AND DONATING USED EQUIPMENT. IN 2018, HEALTHPARTNERS DONATED OFFICE SUPPLIES AND FURNITURE TO LOCAL ORGANIZATIONS INCLUDING FURNISH OFFICE AND HOME. IN ADDITION, HEALTHPARTNERS PROVIDES TIME AND OPPORTUNITIES FOR EMPLOYEES TO COORDINATE DRIVES FOR FOOD, CLOTHING, BOOKS AND TOYS ON LOCATION AT THE WORK PLACE. TOYS FOR TOTS RECEIVED BOXES OF TOYS FROM OUR ANNUAL TOY DRIVE OVER THE HOLIDAY SEASON. ORGANIZATION AWARDS AND ACHIEVEMENTS IN 2018, HEALTHPARTNERS RECEIVED NUMEROUS AWARDS THAT RECOGNIZE OUR COMMITMENT TO PROVIDING HIGH-QUALITY CARE, COVERAGE AND SERVICE FOR OUR MEMBERS AND PATIENTS AND FOR OUR EFFORTS TO IMPROVE ENERGY EFFICIENCY AND REDUCE WASTE. THE RANGE OF AWARDS IS ASTOUNDING, FROM THOSE THAT RECOGNIZED TOP-NOTCH CUSTOMER SERVICE TO THOSE THAT HONOR INNOVATION, HEALTH OUTCOMES AND PATIENT SAFETY. THROUGH SUCH RECOGNITION, WE ARE LEADING THE WAY AND MAKING PROGRESS TOWARD OUR MISSION - TO IMPROVE HEALTH AND WELL-BEING IN PARTNERSHIP WITH OUR MEMBERS, PATIENTS AND COMMUNITY. SEVERAL AWARDS AND HONORS FROM THE LAST YEAR ARE OUTLINED BELOW: TOP HEALTH SYSTEM FOR TWO YEARS IN A ROW, IBM WATSON HEALTH NAMED HEALTHPARTNERS A TOP 15 HEALTH SYSTEM FOR PREVENTING INFECTIONS AND COMPLICATIONS, SHORTER EMERGENCY WAIT TIMES, LOWER SPENDING AND HIGHER PATIENT SATISFACTION. FOR 14 YEARS THE NATIONAL COMMITTEE FOR QUALITY ASSURANCE HAS RECOGNIZED HEALTHPARTNERS AS THE HIGHEST OR ONE OF THE HIGHEST PERFORMING COMMERCIAL HEALTH PLANS IN MINNESOTA FOR CARE AND CUSTOMER SATISFACTION. HEALTHPARTNERS IS THE HIGHEST RANKED PLAN IN OVERALL MEMBER SATISFACTION IN THE MINNESOTA/WISCONSIN REGION, ACCORDING TO THE J.D. POWER 2018 U.S. COMMERCIAL MEMBER HEALTH PLAN STUDY. HIGH-QUALITY CLINICAL CARE HEALTHGRADES NAMED REGIONS ONE OF AMERICA'S 50 BEST HOSPITALS (2016-2019), PUTTING IT IN THE TOP 1 PERCENT OF HOSPITALS FOR CLINICAL EXCELLENCE. METHODIST IS AMONG AMERICA'S 100 BEST HOSPITALS (2017-2018), PUTTING IT IN THE TOP 2 PERCENT OF HOSPITALS FOR CLINICAL EXCELLENCE. HEALTHPARTNERS IS ONE OF THE TOP-RATED PRIVATE COMMERCIAL HEALTH PLANS IN THE STATE AND ONE OF THE HIGHEST-RATED HEALTH PLANS IN THE NATION WITH A RATING OF 4.5 OUT OF 5, ACCORDING TO THE NATIONAL COMMITTEE FOR QUALITY ASSURANCE (NCQA).* THE AMERICAN HOSPITAL ASSOCIATION (AHA) NAMED METHODIST HOSPITAL A 2018 CITATION OF MERIT AWARD RECIPIENT AS PART OF THE ANNUAL QUEST FOR QUALITY. LEADERSHIP MODERN HEALTHCARE 100 MOST INFLUENTIAL PEOPLE IN HEALTHCARE - ANDREA WALSH MINNEAPOLIS/ST. PAUL BUSINESS JOURNAL WOMEN IN BUSINESS - ANDREA WALSH TWIN CITIES BUSINESS MAGAZINE OUTSTANDING DIRECTOR - DONALD LEWIS MINNEAPOLIS ST. PAUL BUSINESS JOURNAL CFO OF THE YEAR - DAVE DZUIK MINNESOTA MONTHLY 500 MOST POWERFUL BUSINESS EXECUTIVES - ANDREA WALSH, STEVE CONNELLY, MEGAN REMARK MODERN HEALTHCARE TOP 25 COOS IN HEALTHCARE - NANCE MCCLURE THOMAS KOTTKE, MD, A HEALTHPARTNERS CARDIOLOGIST AND EPIDEMIOLOGIST AND MEDICAL DIRECTOR FOR WELL-BEING, IS THE RECIPIENT OF THE 2018 PRESIDENT'S AWARD FROM THE MINNESOTA MEDICAL ASSOCIATION. THE AWARD RECOGNIZES DR. KOTTKE'S WORK TO IMPROVE HEALTH IN OUR COMMUNITY BY PROMOTING PUBLIC HEALTH MEASURES INCLUDING TOBACCO CESSATION, TEEN PREGNANCY PREVENTION, BIKE SAFETY AND GUN VIOLENCE PREVENTION. SUSTAINABILITY HEALTHPARTNERS RECEIVED EIGHT CIRCLES OF EXCELLENCE AWARDS IN SEVEN DIFFERENT CATEGORIES FROM PRACTICE GREENHEALTH, THE NATION'S LEADING ORGANIZATION DEDICATED TO ENVIRONMENTAL SUSTAINABILITY IN HEALTH CARE. BECKER'S GREENEST HOSPITALS- AMERY HOSPITAL & CLINIC, METHODIST HOSPITAL, REGIONS HOSPITAL, HUDSON HOSPITAL & CLINIC, LAKEVIEW HOSPITAL AND WESTFIELDS HOSPITAL & CLINIC RECOGNIZED MEDICARE MODEL FOR TWO YEARS, BECKER'S HOSPITAL REVIEW, A HIGHLY RESPECTED HEALTH CARE PUBLICATION, HAS RECOGNIZED PARK NICOLLET AS ONE OF THE ACCOUNTABLE CARE ORGANIZATIONS TO KNOW. THIS RECOGNITION IS BASED ON FACTORS THAT INCLUDE QUALITY AND COST. HEALTHPARTNERS IS THE TOP-RATED MEDICARE PLAN IN MINNESOTA, ACCORDING TO THE NATIONAL COMMITTEE FOR QUALITY ASSURANCE (NCQA).HEALTHPARTNERS FREEDOM (COST) PLAN RECEIVED A RATING OF 5 OUT OF 5 FROM NCQA. PHARMACY THE PHARMACY QUALITY ALLIANCE (PQA) ANNOUNCED THAT HEALTHPARTNERS WAS AMONG TEN MEDICARE PLANS TO RECEIVE A PQA QUALITY AWARD FOR HIGH ACHIEVEMENT OR SIGNIFICANT IMPROVEMENT IN PQA MEASURES OF MEDICATION SAFETY AND APPROPRIATE USE. HEALTHPARTNERS IS BEING RECOGNIZED FOR A PROGRAM THAT PROVIDES INFUSIONS FOR BIOLOGIC MEDICATIONS IN A PATIENT'S HOME, CLINICS OR OTHER LOWER COST SITES. THE PROGRAM WAS ONE OF JUST EIGHT TO RECEIVE AN EXCELLENCE AWARD FROM THE PHARMACY BENEFIT MANAGEMENT INSTITUTE AT ITS ANNUAL CONFERENCE. THE HEALTHPARTNERS PROGRAM WAS THE ONLY WINNER IN THE COST CONTAINMENT CATEGORY. CANCER CARE THE MINNESOTA CHAPTER OF THE AMERICAN CANCER SOCIETY HAS NAMED HEALTHPARTNERS AS THE CRC ORGANIZATION OF THE YEAR FOR ITS EXCEPTIONAL EFFORTS SURROUNDING COLORECTAL CANCER SCREENINGS.
FORM 990, PART VI, SECTION A, LINE 6 GHI HAS ASSOCIATED MEMBERS. THESE ASSOCIATE MEMBERS ARE INDIVIDUAL CONTRACT HOLDERS OF GHI OR ITS RELATED ORGANIZATION THAT ADMINISTERS SELF-INSURED CONTRACTS. HPI IS THE SOLE CORPORATE MEMBER OF GHI AND EXERCISES CERTAIN RESERVED POWERS. EACH ASSOCIATE MEMBER HAS ONE VOTE. BYLAWS, SECTION 1.1.
FORM 990, PART VI, SECTION A, LINE 7A THE ASSOCIATE MEMBERS ELECT THE "MEMBER-ELECTED DIRECTORS." THREE OF THE FIVE DIRECTORS ARE MEMBER-ELECTED DIRECTORS. THE CHAIR OF THE CORPORATE MEMBER SERVES AS A DIRECTOR EX OFFICIO AND AS THE CHAIR OF GHI.
FORM 990, PART VI, SECTION A, LINE 7B THE ASSOCIATE MEMBERS HAVE APPROVAL RIGHTS REGARDING AMENDMENTS TO THE ARTICLES AND BYLAWS OF GHI AND ANY MERGER WHEREBY GHI IS MERGED INTO AND SURVIVED BY A DIFFERENT CORPORATION. THE SOLE CORPORATE MEMBER MUST APPROVE THE DECISIONS OF THE BOARD OF DIRECTORS AS FOLLOWS: ANNUAL OPERATING AND CAPITAL BUDGETS AND LONG RANGE PLANS, INDEBTEDNESS IN EXCESS OF AMOUNTS DETERMINED FROM TIME TO TIME, MERGER OR CONSOLIDATION WITH ANOTHER CORPORATION, DISPOSAL OF ASSETS IN EXCESS OF AMOUNTS DETERMINED FROM TIME TO TIME, APPOINTMENT OR REMOVAL OF THE CHIEF EXECUTIVE OFFICER, AMENDMENT OF ARTICLES OR BYLAWS, VOLUNTARY DISSOLUTION, VENDOR AGREEMENT INVOLVING 20% OR MORE OF OPERATING EXPENSES, ANY ACTION TAKEN BY THE VOTE OF THE FULL BOARD OF DIRECTORS. BYLAWS, ARTS IV, XIII, XIV.
FORM 990, PART VI, SECTION B, LINE 11B GHI'S 990 RETURN HAS A COMPREHENSIVE REVIEW PROCESS THAT IS FOLLOWED BEFORE IT IS PRESENTED TO THE GOVERNING BODY OF GHI. THE REVIEW PROCESS INCLUDES A LAYERED REVIEW BY GHI'S TAX DEPARTMENT, MANAGEMENT TEAM, INTERNAL LEGAL DEPARTMENT AND OUTSIDE INDEPENDENT ACCOUNTANTS. EACH ONE OF THOSE AREAS HAS AN OPPORTUNITY TO REVIEW, ASK QUESTIONS AND MAKE COMMENTS BACK TO THE TAX DEPARTMENT OF GHI BEFORE THE FORM 990 IS PRESENTED TO THE GOVERNING BODY OF GHI. GHI MAKES AVAILABLE, TO THE AUDIT AND COMPLIANCE COMMITTEE OF GHI'S BOARD OF DIRECTORS AND TO THE FULL BOARD OF DIRECTORS, A COPY OF THE 990 FOR REVIEW AND COMMENT PRIOR TO THE FILING OF THE 990 RETURN. THIS COPY IS PROVIDED IN THE HEALTHPARTNERS BOARD EFFECT PORTAL FOR ALL BOARD MEMBERS TO REVIEW PRIOR TO THE FILING OF THE 990, AND IS AN AGENDA ITEM AT THE COMMITTEE MEETING. THIS PROCESS IS NOTED AND DOCUMENTED IN THE WRITTEN COMMITTEE MINUTES OF THE MEETING. THESE MINUTES ARE PRESENTED TO THE FULL BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION B, LINE 12C THE GHI BOARD MONITORS POTENTIAL CONFLICTS OF INTEREST ON THE PART OF ITS BOARD MEMBERS, PRINCIPAL OFFICERS, MEMBERS OF COMMITTEES WITH BOARD DELEGATED POWERS, AND KEY EMPLOYEES ("COVERED PERSONS") BY MAINTAINING A CONFLICT OF INTEREST POLICY. UNDER THE POLICY, COVERED PERSONS ANNUALLY ARE PROVIDED WITH A COPY OF THE POLICY AND ASKED TO COMPLETE A QUESTIONNAIRE IDENTIFYING ANY POTENTIAL CONFLICTS OF INTERESTS. THE LEGAL DEPARTMENT OF HEALTHPARTNERS REVIEWS THE QUESTIONNAIRE RESPONSES AND DEVELOPS A REPORT DETAILING ANY POTENTIALLY MATERIAL CONFLICTS FOR THE PRESIDENT AND CHAIR OF THE BOARD. A VERBAL SUMMARY IS ALSO GIVEN TO THE FULL BOARD OR APPROPRIATE COMMITTEE ENDING WITH A REMINDER TO COVERED PERSONS OF THE POLICY'S MANDATE THAT EACH PERSON IS OBLIGATED TO DISCLOSE ANY NEW POTENTIAL CONFLICTS AS THEY MAY ARISE THROUGHOUT THE YEAR. BOARD AGENDAS AND EXECUTIVE DECISIONS ARE MONITORED IN RELATION TO THIS POLICY.
FORM 990, PART VI, SECTION B, LINE 15 GHI HAS AN ANNUAL PROCESS TO REVIEW THE MARKET COMPARABILITY OF THE TOTAL COMPENSATION OF ITS CEO AND ITS OTHER OFFICERS. EVERY THREE YEARS, UNDER THE DIRECTION OF THE GHI BOARD OF DIRECTORS' COMPENSATION AND LEADERSHIP DEVELOPMENT COMMITTEE (COMPENSATION COMMITTEE), A TOTAL COMPENSATION MARKET REVIEW IS COMPLETED BY AN EXTERNAL COMPENSATION CONSULTANT. THE REVIEW INCLUDES ALL COMPONENTS OF COMPENSATION; BASE SALARY, ANNUAL INCENTIVES, BENEFITS AND PERQUISITES. THE MARKET SURVEY RESULTS ARE PRESENTED TO, REVIEWED BY AND APPROVED BY THE INDEPENDENT COMPENSATION COMMITTEE. BASED ON THIS MARKET DATA, THE COMPENSATION COMMITTEE DETERMINES MINIMUM AND MAXIMUM TOTAL COMPENSATION RANGES FOR EACH OFFICER. IN INTERIM YEARS, GHI'S HUMAN RESOURCES STAFF, UNDER THE DIRECTION OF THE COMPENSATION COMMITTEE, UPDATES CHANGES IN THE SALARY STRUCTURE BASED ON THE SAME INDEPENDENT STUDIES PERFORMED BY THE COMPENSATION CONSULTANT FOR THE COMPENSATION COMMITTEE. FOR THE CHIEF EXECUTIVE OFFICER AND CERTAIN OTHER POSITIONS FULL INDEPENDENT REVIEWS ARE PERFORMED TO SET SALARY RANGES BASED ON THE COMPETITIVE MARKET DATA SPECIFIC TO THOSE POSITIONS. THE COMPENSATION COMMITTEE REVIEWS AND APPROVES EACH YEAR'S COMPENSATION RESULTS. IN ALL CASES, COMMITTEE MEMBERS COMPLETE AN ANNUAL CONFLICT OF INTEREST SURVEY TO ASSURE THE COMPENSATION COMMITTEE MEMBERS' INDEPENDENCE AND THIS IS UPDATED AT ANY MEETING AT WHICH DECISIONS ARE BEING MADE. STAFF (OTHER THAN THE SECRETARY TO THE BOARD) IS NOT IN THE ROOM DURING DELIBERATIONS OR VOTE INCLUDING EXECUTIVE SESSIONS, AND CONTEMPORANEOUS MINUTES ARE KEPT. THE BOARD OF DIRECTORS HAS DELEGATED TO THE EXECUTIVE COMMITTEE THE ACCOUNTABILITY TO CONDUCT AN ANNUAL PERFORMANCE EVALUATION AND TO DETERMINE THE COMPENSATION OF THE CEO BASED ON THE PERFORMANCE REVIEW AND THE MARKET COMPARABILITY DATA, APPROVED BY THE COMPENSATION COMMITTEE. THE BOARD HAS DELEGATED TO THE HEALTHPARTNERS CEO AND PRESIDENT (WITH AUTHORITY TO FURTHER DELEGATE) THE ACCOUNTABILITY TO CONDUCT ANNUAL PERFORMANCE REVIEWS AND DETERMINE THE COMPENSATION OF ALL OTHER OFFICERS WITHIN THE COMPENSATION RANGES DETERMINED BY THE COMPENSATION COMMITTEE. ANY EXCEPTIONS TO COMPENSATION IN EXCESS OF THE APPROVED RANGES ARE APPROVED BY THE COMPENSATION COMMITTEE. TOTAL COMPENSATION IS APPROPRIATELY DOCUMENTED ON THE FORM 990 AND W2 STATEMENTS.
FORM 990, PART VI, SECTION C, LINE 19 GHI FINANCIAL STATEMENTS AND 990 RETURNS ARE MADE AVAILABLE TO ANY PERSON WHO REQUESTS THE INFORMATION FROM GHI OR HPI. GHI'S ARTICLES OF INCORPORATION ARE AVAILABLE TO ANY PERSON WHO REQUESTS THE INFORMATION THROUGH THE MINNESOTA SECRETARY OF STATE'S OFFICE. GHI'S ARTICLES, BYLAWS, CONFLICT OF INTEREST POLICY, AND PRINCIPLES OF CORPORATE GOVERNANCE CAN BE VIEWED THROUGH THE HEALTHPARTNERS.COM WEBSITE.
FORM 990, PART XI, LINE 9: EQUITY TRANSFER TO AN AFFILIATED ORGANIZATION FASB 158 PENSION ADJUSTMENT -41,885,434. FASB 158 POST RETIREMENT ADJUSTMENT -765,458. FASB 124 FAIR MARKET VALUATION ADJUSTMENT 168,915.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2018


Additional Data


Software ID:  
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SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
GROUP HEALTH PLAN INC
 
Employer identification number

41-0797853
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Total income


(e)
End-of-year assets


(f)
Direct controlling
entity











Part II
Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section


(e)
Public charity status
(if section 501(c)(3))

(f)
Direct controlling
entity

(g)
Section 512(b)(13) controlled entity?
Yes No
(1)HEALTHPARTNERS INC
8170 33RD AVE S PO BOX 1309

MPLS,MN554401309
41-1693838
HYBRID STAFF MODEL/NETWORK MODEL HEALTH MAINTENANCE ORGANIZATION MN 501(C)(4)   N/A
 
No
(2)HPI-RAMSEY
8170 33RD AVE S PO BOX 1309

MPLS,MN554401309
41-1793333
CORPORATE PLANNING AND OVERSIGHT MN 501(C)(3) 509(A)(3) TYPE I HEALTHPARTNERS INC
 
 
No
(3)RH WISCONSIN INC
8171 33RD AVE S PO BOX 1309

MPLS,MN554401309
20-2287016
CORPORATE PLANNING AND OVERSIGHT MN 501(C)(3) 509(A)(3) TYPE I HEALTHPARTNERS INC
 
 
No
(4)HEALTHPARTNERS INSTITUTE
8170 33RD AVE S PO BOX 1309

MPLS,MN554401309
41-1670163
HEALTHCARE EDUCATION AND RESEARCH MN 501(C)(3) 509(A)(3) TYPE I HEALTHPARTNERS INC
 
 
No
(5)CAPITOL VIEW TRANSITIONAL CARE CENTER
8170 33RD AVE S PO BOX 1309

MPLS,MN554401309
41-2011453
TRANSITIONAL CARE SERVICES, STEP DOWN FROM INPATIENT HOSPITAL MN 501(C)(3) 170(B)(1) (A)(III) HPI - RAMSEY
 
 
No
(6)REGIONS HOSPITAL
8170 33RD AVE S PO BOX 1309

MPLS,MN554401309
41-0956618
HOSPITAL MN 501(C)(3) 170(B)(1) (A)(III) HPI - RAMSEY
 
 
No
(7)REGIONS HOSPITAL FOUNDATION
8170 33RD AVE S PO BOX 1309

MPLS,MN554401309
41-1888902
PROVIDE SUPPORT TO HOSPITAL AND COMMUNITY HEALTH MN 501(C)(3) 170(B)(1) (A)(VI) HPI - RAMSEY
 
 
No
(8)RHSC INC
8170 33RD AVE S PO BOX 1309

MPLS,MN554401309
41-1891928
HEALTHCARE STAFFING AND INTENSE REHAB SERVICES MN 501(C)(3) 509(A)(3) TYPE II HPI - RAMSEY
 
 
No
(9)PHYSICIANS NECK & BACK CLINICS
8170 33RD AVE S PO BOX 1309

MPLS,MN554401309
27-0684883
SPECIALTY PATIENT CARE MN 501(C)(3) 509(A)(3) TYPE II GROUP HEALTH PLAN INC
 
 
No
(10)HUDSON HOSPITAL INC
8170 33RD AVE S PO BOX 1309

MPLS,MN554401309
39-0804125
HOSPITAL WI 501(C)(3) 170(B)(1) (A)(III) RH-WISCONSIN INC
 
 
No
(11)HUDSON HOSPITAL FOUNDATION INC
8170 33RD AVE S PO BOX 1309

MPLS,MN554401309
39-1279567
PROVIDE SUPPORT TO HOSPITAL AND COMMUNITY HEALTH WI 501(C)(3) 170(B)(1) (A)(VI) HUDSON HOSPITAL INC
 
 
No
(12)LAKEVIEW HEALTH FOUNDATION
8170 33RD AVE S PO BOX 1309

MPLS,MN554401309
41-1386635
PROVIDE SUPPORT TO HOSPITAL AND COMMUNITY HEALTH MN 501(C)(3) 509(A)(3) TYPE II LAKEVIEW HEALTH
 
 
No
(13)LAKEVIEW MEMORIAL HOSPITAL ASSOCIATION INC
8170 33RD AVE S PO BOX 1309

MPLS,MN554401309
41-0811697
HOSPITAL MN 501(C)(3) 170(B)(1) (A)(VI) LAKEVIEW HEALTH
 
 
No
(14)STILLWATER MEDICAL GROUP
8170 33RD AVE S PO BOX 1309

MPLS,MN554401309
83-0379473
CLINIC STAFF AND FACILITIES MN 501(C)(3) 509(A)(3) TYPE I LAKEVIEW HEALTH
 
 
No
(15)LAKEVIEW HEALTH
8170 33RD AVE S PO BOX 1309

MPLS,MN554401309
30-0221189
CORPORATE PLANNING AND OVERSIGHT MN 501(C)(3) 509(A)(3) TYPE II HPI - RAMSEY
 
 
No
(16)WESTFIELDS HOSPITAL INC
8170 33RD AVE S PO BOX 1309

MPLS,MN554401309
39-0808442
HOSPITAL WI 501(C)(3) 170(B)(1) (A)(VI) RH-WISCONSIN INC
 
 
No
(17)WESTFIELDS HOSPITAL FOUNDATION INC
8170 33RD AVE S PO BOX 1309

MPLS,MN554401309
39-1770913
PROVIDE SUPPORT TO HOSPITAL AND COMMUNITY HEALTH WI 501(C)(3) 170(B)(1) (A)(VI) WESTFIELDS HOSPITAL INC
 
 
No
(18)RAMSEY INTEGRATED HEALTH SERVICES
8170 33RD AVE S PO BOX 1309

MPLS,MN554401309
41-1503090
HOME CARE AND HOSPICE MN 501(C)(3) 509(A)(2) HPI - RAMSEY
 
 
No
(19)PARK NICOLLET HEALTH SERVICES
6500 EXCELSIOR BLVD

ST LOUIS PARK,MN55426
36-3465840
CORPORATE PLANNING AND OVERSIGHT MN 501(C)(3) 509(A)(2) HEALTHPARTNERS INC
 
 
No
(20)PARK NICOLLET FOUNDATION
6500 EXCELSIOR BLVD

ST LOUIS PARK,MN55426
23-7346465
SUPPORT TO RELATED ENTITIES AND COMMUNITY HEALTH MN 501(C)(3) 170(B)(1) (A)(VI) PARK NICOLLET HEALTH SERVICES
 
 
No
(21)PARK NICOLLET METHODIST HOSPITAL
6500 EXCELSIOR BLVD

ST LOUIS PARK,MN55426
41-0132080
HOSPITAL MN 501(C)(3) 170(B)(1) (A)(III) PARK NICOLLET HEALTH SERVICES
 
 
No
(22)PARK NICOLLET HEALTH CARE PRODUCTS
6500 EXCELSIOR BLVD

ST LOUIS PARK,MN55426
01-0638901
DURABLE MEDICAL EQUIPMENT , PHARMACY AND OTHER HEALTH CARE RETAIL SALES MN 501(C)(3) 509(A)(3) TYPE I PARK NICOLLET HEALTH SERVICES
 
 
No
(23)PARK NICOLLET CLINIC
6500 EXCELSIOR BLVD

ST LOUIS PARK,MN55426
41-0834920
CLINIC SERVICES MN 501(C)(3) 170(B)(1) (A)(III) PARK NICOLLET HEALTH SERVICES
 
 
No
(24)PNMC HOLDINGS
6500 EXCELSIOR BLVD

ST LOUIS PARK,MN55426
41-1741792
HEALTHCARE REAL ESTATE MN 501(C)(3) 509(A)(3) TYPE I PARK NICOLLET HEALTH SERVICES
 
 
No
(25)AMERY REGIONAL MEDICAL CENTER INC
8170 33RD AVE S PO BOX 1309

MPLS,MN554401309
39-0908320
HOSPITAL WI 501(C)(3) 170(B)(1) (A)(III) RH-WISCONSIN INC
 
 
No
(26)AMERY REGIONAL MEDICAL CENTER FOUNDATION INC
8170 33RD AVE S PO BOX 1309

MPLS,MN554401309
39-1726539
PROVIDE SUPPORT TO HOSPITAL AND COMMUNITY HEALTH WI 501(C)(3) 170(B)(1) (A)(VI) AMERY REGIONAL MEDICAL CENTER INC
 
 
No
(27)HUTCHINSON HEALTH
8170 33RD AVE S PO BOX 1309

MPLS,MN554401309
84-1715908
HOSPITAL MN 501(C)(3) 170(B)(1) (A)(III) PARK NICOLLET HEALTH SERVICES
 
 
No
(28)HUTCHINSON HEALTH FOUNDATION
8170 33RD AVE S PO BOX 1309

MPLS,MN554401309
36-3317820
PROVIDE SUPPORT TO HOSPITAL MN 501(C)(3) 509(A)(3) TYPE III HUTCHINSON HEALTH
 
 
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



(b)
Primary activity




(c)
Legal
domicile
(state or foreign
country)


(d)
Direct controlling
entity



(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?



(k)
Percentage
ownership


Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes No
(1) HEALTHPARTNERS ADMINISTRATORS INC

8170 33RD AVE S PO BOX 1309
MPLS,MN554401309
41-1629390
THIRD PARTY ADMINISTRATOR MN HEALTHPARTNERS INC
 
C         No
(2) HEALTHPARTNERS ASSOCIATES INC

8170 33RD AVE S PO BOX 1309
MPM,MN554401309
52-2365151
MEDICAL CLINIC STAFFING AND ASSET MANAGEMENT MN HEALTHPARTNERS ADMINISTRATORS INC
 
C         No
(3) HEALTHPARTNERS SERVICES INC

8170 33RD AVE S PO BOX 1309
MPLS,MN554401309
41-1683568
MEDICAL CLINIC STAFFING AND ASSET MANAGEMENT MN HEALTHPARTNERS ADMINISTRATORS INC
 
C         No
(4) HEALTHPARTNERS INSURANCE COMPANY

8170 33RD AVE S PO BOX 1309
MPLS,MN554401309
41-1683523
MEDICAL AND DENTAL INSURANCE MN HEALTHPARTNERS ADMINISTRATORS INC
 
C         No
(5) DENTAL SPECIALTIES INC

8170 33RD AVE S PO BOX 1309
MPLS,MN554401309
45-1297583
PROFESSIONAL DENTAL SERVICES MN HEALTHPARTNERS ADMINISTRATORS INC
 
C         No
(6) HEALTHPARTNERS CENTRAL MINNESOTA CLINICS INC

8170 33RD AVE S PO BOX 1309
MPLS,MN554401309
41-1236798
MEDICAL CLINIC STAFFING MN HEALTHPARTNERS ADMINISTRATORS INC
 
C         No
(7) PARK NICOLLET ENTERPRISES

6500 EXCELSIOR BLVD
ST LOUIS PARK,MN55426
41-1656735
REAL ESTATE FOR RELATED ORGANIZATIONS MN PARK NICOLLET HEALTH SERVICES
 
C         No
Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
No
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
Yes
 
s Other transfer of cash or property from related organization(s) ............................
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1) HEALTHPARTNERS INC - MANAGEMENT AND HEALTHCARE SUPPORT SERVICES

L 189,019,637 CASH AMOUNT
(2) HEALTHPARTNERS INC - HEALTHCARE SERVICES

L 72,398,592 CASH AMOUNT
(3) PHYSICIANS NECK & BACK CLINICS - HEALTHCARE SERVICES

P 670,218 CASH AMOUNT



Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations?
(f)
Share of total income




(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership


Yes No Yes No Yes No






























Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2018

Additional Data


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Software Version: