Form990


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)
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OMB No. 1545-0047
2021
Open to Public Inspection
A For the 2021 calendar year, or tax year beginning 01-01-2022 , and ending 12-31-2022
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 $ 1,850,751,111
F Name and address of principal officer:
PENNY D CERMAK
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: 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 2021 (Part V, line 2a) ...... 5 8,327
6 Total number of volunteers (estimate if necessary) ............. 6 73
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 6,830,517 9,906,100
9 Program service revenue (Part VIII, line 2g) ......... 1,178,763,833 1,197,755,566
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 13,086,706 5,645,741
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 472,366,739 414,503,036
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 1,671,047,795 1,627,810,443
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 1,032,271 721,804
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) 959,361,217 979,631,881
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).... 782,381,350 769,455,638
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 1,742,774,838 1,749,809,323
19 Revenue less expenses. Subtract line 18 from line 12....... -71,727,043 -121,998,880
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 1,403,307,501 1,275,552,065
21 Total liabilities (Part X, line 26)............. 1,014,798,266 966,537,267
22 Net assets or fund balances. Subtract line 21 from line 20..... 388,509,235 309,014,798
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 (2021)
Form 990 (2021)
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 $ 1,421,194,179 including grants of $ 721,804 ) (Revenue $ 1,611,955,679 )
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 expensesMediumBullet1,421,194,179
Form 990 (2021)
Form 990 (2021)
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
List of Attached Documents:
// Content
.....................
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
List of Attached Documents:
// Content
.............
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
List of Attached Documents:
// Content
.........
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 Rev. Proc. 98-19? If "Yes," complete Schedule C, Part IIIClick to see attachment
List of Attached Documents:
// Content
..
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
List of Attached Documents:
// Content
.........................
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
List of Attached Documents:
// Content
....
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
List of Attached Documents:
// Content
..............
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
List of Attached Documents:
// Content
..............
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 V......
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
List of Attached Documents:
// Content
...................
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
List of Attached Documents:
// Content
.......
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
List of Attached Documents:
// Content
.......
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
List of Attached Documents:
// Content
............
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
......................
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
21
Yes
 
Form 990 (2021)
Form 990 (2021)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
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
List of Attached Documents:
// Content
22
 
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
List of Attached Documents:
// Content
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...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
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
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part IIClick to see attachment
List of Attached Documents:
// Content
...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part IIIClick to see attachment
List of Attached Documents:
// Content
.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................Click to see attachment
List of Attached Documents:
// Content
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....Click to see attachment
List of Attached Documents:
// Content
28b
Yes
 
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
Yes
 
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
37
 
No
38
Did the organization complete Schedule O and provide explanations on 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
16,098
b
Enter the number of Forms W-2G included on 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 (2021)
Form 990 (2021)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
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
8,327
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
 
No
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
 
 
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
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
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 the 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
17
Section 501(c)(21) organizations. Did the trust, any disqualified person, or mine operator engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2021)
Form 990 (2021)
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
Yes
 
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 on 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 on 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 on 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
 
No
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
 
 
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 (1024 or 1024-A, if applicable), 990, and 990-T (section 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 (2021)
Form 990 (2021)
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 the 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, Form 1099-MISC, and/or box 1 of Form 1099-NEC) 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.

See the instructions for the order in which to list the persons above.
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/1099-NEC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(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) AMY LANGER......................................................................
DIRECTOR & CHAIR
4.00
.................
0.00
X   X       50,000 0 0
(2) ANA LEE......................................................................
DIRECTOR
2.50
.................
0.00
X           30,000 0 0
(3) PAUL WILLIAMS......................................................................
DIRECTOR
3.20
.................
0.00
X           30,000 0 0
(4) PHILIP DONALDSON......................................................................
DIRECTOR & VICE CHAIR
2.10
.................
0.00
X           33,000 0 0
(5) STEVEN M CONNELLY MD......................................................................
DIRECTOR & EXEC. MEDICAL DIR
56.80
.................
3.20
X   X       0 990,654 167,158
(6) ANTHONY J ANDERSEN......................................................................
VP UNDERWRITING (SEPT - DEC)
36.00
.................
0.00
    X       244,586 0 83,303
(7) JEANETTE L AUGUSTSON......................................................................
VP HEALTHPARTNERS INSTITUTE
0.00
.................
45.00
    X       265,516 0 57,646
(8) RANDALL M BILLINGS......................................................................
SVP PROVIDER PARTNERSHIPS
49.50
.................
0.50
    X       515,021 0 115,048
(9) JULIE M BUNDE......................................................................
VP PRODUCT AND MARKET INNO
40.20
.................
7.80
    X       284,050 0 85,654
(10) STEVEN D BUNDE......................................................................
VP INTERNAL AUDIT, INTEGRI
35.90
.................
9.10
    X       323,455 0 104,969
(11) DAVID L BUSCH......................................................................
VP PHARMACY SERVICES
37.20
.................
22.80
    X       374,588 0 99,557
(12) SHARILYN A CAMPBELL......................................................................
HEALTH PLAN CFO AND CAO
35.10
.................
12.90
    X       571,571 0 56,691
(13) PENNY D CERMAK......................................................................
EVP & CFO
37.10
.................
19.90
    X       1,185,339 0 246,286
(14) JENNIFER J CLELLAND......................................................................
VP GOVERNMENT PROGRAMS
32.10
.................
22.90
    X       332,501 0 96,397
(15) HEIDI G CONRAD......................................................................
VP & CFO CARE DELIVERY
20.00
.................
35.00
    X       549,913 0 116,747
(16) PATRICK T COURNEYA MD......................................................................
SENIOR VP, CHPMO
45.00
.................
10.00
    X       637,051 0 148,734
(17) BARBARA H COX......................................................................
VP LEG & REGULATION AFFAIRS
44.50
.................
0.50
    X       198,001 0 51,555
Form 990 (2021)
Form 990 (2021)
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/1099-NEC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(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
51.50
.......................0.50
    X       428,046 0 62,187
(19) STEPHEN W DI RITO........................................................................
VP SECURITY
64.50
.......................0.50
    X       357,786 0 15,148
(20) LESLIE G DOCKAN........................................................................
VP, PRIMARY CARE & CLINIC
49.50
.......................0.50
    X       436,087 0 62,304
(21) KIMBERLY T EGAN........................................................................
VP NATIONAL ACCOUNTS
49.50
.......................0.50
    X       403,213 0 61,827
(22) JAMES W EPPEL........................................................................
EXECUTIVE VP & CAO
49.50
.......................0.50
    X       1,335,515 0 248,114
(23) NANCY L EVERT........................................................................
SR VP GENERAL COUNSEL
39.90
.......................10.10
    X       718,467 0 195,651
(24) JASON M GALLAGHER........................................................................
VP HEALTH AND CARE ENGAGEMENT
37.80
.......................12.20
    X       394,749 0 98,032
(25) DAVID S GESKO........................................................................
SR VP - DENTAL DIRECTOR
49.50
.......................0.50
    X       752,622 0 146,968
(26) ALICIA L GILBERT........................................................................
VP COMP AND BENEFITS
45.00
.......................0.00
    X       155,297 0 32,114
(27) TIM M HALEY........................................................................
VP BROKER SALES
31.20
.......................8.80
    X       370,204 0 14,625
(28) GINA T HALL........................................................................
VP IT OPERATIONS
37.20
.......................2.80
    X       298,399 0 99,322
(29) MARK E HANSBERRY........................................................................
VP, BUSINESS DEVELOPMENT I
54.50
.......................0.50
    X       520,091 0 130,857
(30) CHAD C HEIM........................................................................
VP - HEALTH INFORMATICS
0.50
.......................49.50
    X       348,447 0 109,976
(31) MARGARET D HELMS........................................................................
VP,HEALTH INFORMATICS
12.20
.......................37.80
    X       372,640 0 60,990
(32) STEVEN C HOUSH........................................................................
VP ORTHOPEDIC SERVICES
52.50
.......................0.50
    X       417,571 0 62,630
(33) PAHOUA Y HOFFMAN........................................................................
SR. VP GOV. & COMM RELATIONS
39.50
.......................0.50
    X       252,864 0 71,519
(34) CARA M HULL........................................................................
CHIEF QUALTY OFFICER
0.50
.......................49.50
    X       465,917 0 63,425
(35) VIRGINIA L KAKACEK MD........................................................................
VP AND SR MEDICAL DIRECTOR
39.50
.......................0.50
    X       466,469 0 62,650
(36) SUSAN M KNUDSON........................................................................
SR. VP HEALTH CARE ENGAGEM
49.50
.......................0.50
    X       809,733 0 276,919
(37) JOSEPH D LACEYGOTZ........................................................................
VP HEALTH SOLUTIONS
44.50
.......................0.50
    X       301,564 0 111,421
(38) BRANDI L LUNNEBORG........................................................................
LH PRESIDENT, ST CROIX VALLY EXC LEADER
0.50
.......................54.50
    X       444,324 0 104,404
(39) AMY E MAHAN........................................................................
VP HEALTH SOLUTIONS
55.50
.......................0.50
    X       258,758 0 58,704
(40) VINI T MANCHANDA........................................................................
VP - SUPPLY CHAIN SERVICES
48.30
.......................6.70
    X       373,503 0 95,121
(41) MARK M MATZKE........................................................................
VP HEALTH SOLUTIONS FOR NE WISCONSIN
0.50
.......................44.50
    X       333,495 0 60,494
(42) NANCY A MCCLURE........................................................................
CHIEF OPERATING OFFICER
49.50
.......................0.50
    X       1,111,700 0 340,733
(43) FRANK P MCQUILLAN........................................................................
VP - TREASURY & REAL ESTAT
45.40
.......................4.60
    X       441,332 0 138,792
(44) FRANK J MULLER........................................................................
VP - TECHNOLOGY & INFRASTR
41.70
.......................8.30
    X       376,789 0 111,342
(45) JENNIFER L MYSTER........................................................................
VP - HP CARE GROUP
52.50
.......................0.50
    X       640,479 0 130,531
(46) CASEY M NOLAN........................................................................
VP HR-SYSTEMS
54.50
.......................0.50
    X       298,159 0 59,981
(47) BRIAN S O'SHEILDS........................................................................
VP - ACTUARIAL AND UNDERWR
0.50
.......................44.50
    X       617,455 0 126,066
(48) KEVIN J PALATTAO........................................................................
VP CLINIC PATIENT CARE SYS
54.50
.......................0.50
    X       517,185 0 188,837
(49) NICO P PRONK PHD........................................................................
VP & HEALTH SCIENCE OFFICE
35.80
.......................20.20
    X       481,119 0 129,661
(50) VINCE J RIVARD........................................................................
VP - COMMUNICATIONS
59.50
.......................0.50
    X       319,858 0 92,123
(51) SCOTT M ROBERTSON........................................................................
VP - EXEC, MEDICAL DIRECTOR
49.50
.......................0.50
    X       456,610 0 39,456
(52) KEVIN R RONNEBERG........................................................................
VP - ASSOCIATE MEDICAL DIR
0.50
.......................39.50
    X       445,447 0 62,117
(53) MARK R SANNES MD........................................................................
EXC MEDICAL DIRECTOR
20.00
.......................30.00
    X       0 779,819 157,906
(54) KATIE B SAYRE........................................................................
SR VP HLTH PLAN OPS & GOV
34.70
.......................15.30
    X       614,953 0 234,740
(55) DOUG N SMITH........................................................................
SR VP SALES
50.20
.......................9.80
    X       363,292 0 109,989
(56) TOBI TANZER........................................................................
VP CORPORATE INTEGRITY
34.30
.......................20.70
    X       482,568 0 186,280
(57) KARI L TOFT........................................................................
VP , IS&T CARE DELIVERY SY
44.50
.......................0.50
    X       203,734 0 32,430
(58) ANDREA M WALSH........................................................................
CEO
45.30
.......................9.70
    X       2,482,363 0 788,695
(59) DENISE WATERS........................................................................
VP REVENUE CYCLE
30.00
.......................10.00
    X       242,591 0 44,582
(60) DELINDA H WASHINGTON........................................................................
SVP CPO
39.30
.......................20.70
    X       710,540 0 146,924
(61) WENDY M WEEKS........................................................................
VP CARE DELIVERY SYSTEMS
39.50
.......................0.50
    X       239,296 0 89,418
(62) REBECCA A WOODY........................................................................
VP - HEALTH SOLUTIONS SALE
44.50
.......................0.50
    X       370,006 0 46,448
(63) ERIC C ZILGE........................................................................
VP CUSTOMER SERVICE
30.00
.......................20.00
    X       300,344 0 45,537
(64) DONNA J ZIMMERMAN........................................................................
SR VP GOVT & COMMUNITY REL
39.60
.......................15.40
    X       209,819 0 61,535
(65) PAMELA S ZOELLER........................................................................
VP - SPECIALTY CARE & CLIN
49.50
.......................0.50
    X       447,388 0 63,431
(66) DENNIS M ZUZEK........................................................................
VP - HEALTH PLAN & ENTERPR
37.20
.......................9.80
    X       529,174 0 118,536
(67) TIMOTHY J KROSHUS MD........................................................................
PHYSICIAN
70.00
.......................0.00
        X   1,736,804 0 81,164
(68) MATTHEW M KANG MD........................................................................
PHYSICIAN
60.00
.......................0.00
        X   1,451,493 0 73,046
(69) TROY J BOFFELI MD........................................................................
PHYSICIAN
80.00
.......................0.00
        X   1,439,502 0 135,810
(70) EMILY S KOECK MD........................................................................
PHYSICIAN
80.00
.......................0.00
        X   1,348,374 0 74,815
(71) CHAD M MYEROFF MD........................................................................
PHYSICIAN
80.00
.......................0.00
        X   1,217,971 0 73,143
(72) FELIX K ANKEL MD........................................................................
FORMER EXEC. DIRECTOR
49.50
.......................0.00
          X 313,440 0 120,595
(73) SCOTT A SCHNUCKLE........................................................................
FORMER SR VP PHARMACY
0.00
.......................0.00
          X 507,469 0 37,256
(74) BRIAN H RANK........................................................................
FORMER MEDICAL DIRECTOR
35.00
.......................0.00
          X 651,005 0 137,500
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 38,208,612 1,770,473 8,014,566
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 MediumBullet2,272
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
UNIVERSITY OF MN PHYSICIANS

BOX 195 516 DELAWARE ST SE
MINNEAPOLIS,MN55455
PHYSICIAN SERVICES 8,817,341
UNIVERSITY OF MN MED CTR-WEST

PO BOX 147
MINNEAPOLIS,MN554400147
PHYSICIAN SERVICES 7,279,266
INTERIM HEALTHCARE STAFFING

2950 METRO DR STE 11
BLOOMINGTON,MN55425
PROFESSIONAL SERVICES 6,997,766
HAWORTH MARKETING MEDIA LLC

45 S 7TH ST STE 2400
MINNEAPOLIS,MN55402
ADVERTISING 3,303,959
SAGILITI

23505 SMITHTOWN RD STE 280
EXCELSIOR,MN553314550
UTILITY CONSULTANT 3,054,833
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet122
Form 990 (2021)
Form 990 (2021)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e 9,899,547
f All other contributions, gifts, grants, and similar amounts not included above1f 6,553
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f.......MediumBullet 9,906,100
 Program Service RevenueAmt Business Code
2a FEE FOR SERVICE HEALTH 621400 670,689,786 670,689,786    
b MEDICAL PREMIUMS 524114 289,691,910 289,691,910    
c OTHER MEDICAL SERVICE 621400 172,678,279 172,678,279    
d DENTAL PATIENT SERVICE 524114 64,630,425 64,630,425    
e MEDICARE & MEDICAID PA 621400 65,166 65,166    
f All other program service revenue.        
g Total. Add lines 2a–2f .....MediumBullet 1,197,755,566
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 15,587,770     15,587,770
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents   1,754,065 6a
b Less: rental expenses   1,451,142 6b
c Rental income or (loss)   302,923 6c
d Net rental income or (loss).......MediumBullet 302,923     302,923
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   211,547,497 7a
b Less: cost or other basis and sales expenses   221,489,526 7b
c Gain or (loss)   -9,942,029 7c
d Net gain or (loss).........MediumBullet -9,942,029     -9,942,029
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a  
b Less: direct expenses ... 8b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..MediumBullet        
Business Code Miscellaneous Revenue
11a TAXABLE AFFIL. A&G 561000 223,113,530 223,113,530    
b NON-TAXABLE AFFIL. A&G 561000 190,921,203 190,921,203    
c OTHER REVENUE 561000 165,380 165,380    
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 414,200,113
12 Total revenue. See instructions.....MediumBullet 1,627,810,443 1,611,955,679 0 5,948,664
Form 990 (2021)
Form 990 (2021)
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 .... 721,804 721,804
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, lines 15 and 16. .............    
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 38,402,969   38,402,969  
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........ 687,250,673 540,851,778 146,398,895  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 63,167,619 59,361,395 3,806,224  
9 Other employee benefits ....... 143,679,545 135,022,000 8,657,545  
10 Payroll taxes ........... 47,131,075 44,291,148 2,839,927  
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 1,118,319   1,118,319  
c Accounting ........... 1,772,777   1,772,777  
d Lobbying ........... 518,426   518,426  
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) 123,975,509 78,468,484 45,507,025  
12 Advertising and promotion .... 20,764,965 1,247,912 19,517,053  
13 Office expenses ....... 23,525,181 9,478,960 14,046,221  
14 Information technology ...... 74,889,101 52,227,235 22,661,866  
15 Royalties ..        
16 Occupancy ........... 48,256,589 34,383,030 13,873,559  
17 Travel ............ 2,291,142 1,576,903 714,239  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 436,506 163,181 273,325  
20 Interest ........... 892,177 892,177    
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 20,835,846 20,835,846    
23 Insurance ... 20,917,538 15,775,396 5,142,142  
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 253,739,220 253,739,220    
b SUPPLIES - MEDICAL & PH 139,470,475 139,470,475    
c OTHER EXPENSE 16,973,000 16,973,000    
d TAXES & ASSESSMENTS 15,042,372 11,677,740 3,364,632  
e All other expenses 4,036,495 4,036,495    
25 Total functional expenses. Add lines 1 through 24e 1,749,809,323 1,421,194,179 328,615,144 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 (2021)
Form 990 (2021)
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 ........ 301,961,197 1 287,915,691
2 Savings and temporary cash investments ......... 56,177,419 2 51,114,139
3 Pledges and grants receivable, net ......   3  
4 Accounts receivable, net ............. 311,786,385 4 337,512,347
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
  6  
7 Notes and loans receivable, net ...........   7  
8 Inventories for sale or use ............ 12,818,056 8 11,111,511
9 Prepaid expenses and deferred charges ...... 245,692,885 9 180,939,556
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 817,121,819
b Less: accumulated depreciation 10b 630,601,834 221,746,805 10c 186,519,985
11 Investments—publicly traded securities .   11  
12 Investments—other securities. See Part IV, line 11 ..... 216,622,856 12 189,923,221
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 36,501,898 15 30,515,615
16 Total assets. Add lines 1 through 15 (must equal line 33)... 1,403,307,501 16 1,275,552,065
Liabilities 17 Accounts payable and accrued expenses ..... 743,053,858 17 720,513,275
18 Grants payable ...   18  
19 Deferred revenue ......... 6,047,773 19 570,386
20 Tax-exempt bond liabilities ......... 20,715,888 20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
  22  
23 Secured mortgages and notes payable to unrelated third parties ..   23 12,361,685
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 244,980,747 25 233,091,921
26 Total liabilities. Add lines 17 through 25.. 1,014,798,266 26 966,537,267
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 388,509,235 27 309,014,798
28 Net assets with donor restrictions ...........   28  
Organizations that do not follow FASB ASC 958, check here MediumBullet and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 388,509,235 32 309,014,798
33 Total liabilities and net assets/fund balances ........ 1,403,307,501 33 1,275,552,065
Form 990 (2021)
Form 990 (2021)
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
1,627,810,443
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
1,749,809,323
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-121,998,880
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
388,509,235
5
Net unrealized gains (losses) on investments ...............
5
-11,211,986
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
53,716,429
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
309,014,798
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 on
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
 
No
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
 
 
Form 990 (2021)
Form 990 (2021)
Additional Data


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

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 instructions and the latest information.
OMB No. 1545-0047
2022
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) 2022

Schedule A (Form 990) 2022
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed 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) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (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) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (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 5 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
33 1/3% support test—2022. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization .......................right arrow
b
33 1/3% support test—2021. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow
17a
10%-facts-and-circumstances test—2022. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
b
10%-facts-and-circumstances test—2021. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
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) 2022

Schedule A (Form 990) 2022
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) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (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) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (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 on 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
First 5 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
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
33 1/3% support tests-2022. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow
b
33 1/3% support tests—2021. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow
20
Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, 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 lines 3b and 3c 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 box 12a or 12b in Part I, answer lines 4b and 4c 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 lines 5b and 5c 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) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).
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 on 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 on 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) 2022

Schedule A (Form 990) 2022
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 on lines 11b and 11c below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described on 11a above?
11b
 
 
c
A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the officers, 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 line 2 above, 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 lines 2a and 2b 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 on line 2a, above 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 lines 3a and 3b 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?If "Yes" or "No", 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) 2022

Schedule A (Form 990) 2022
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 0.015 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 0.035 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) 2022

Schedule A (Form 990) 2022
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 1  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity
2  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 3  
4 Amounts paid to acquire exempt-use assets 4  
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) 5  
6 Other distributions (describe in Part VI). See instructions 6  
7Total annual distributions. Add lines 1 through 6. 7  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI
). See instructions
8  
9 Distributable amount for 2022 from Section C, line 6 9  
10 Line 8 amount divided by Line 9 amount 10  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions
(ii)
Underdistributions
Pre-2022
(iii)
Distributable
Amount for 2022
1 Distributable amount for 2022 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2022 (reasonable cause required-- explain in Part VI).
See instructions.
 
3 Excess distributions carryover, if any, to 2022:
a From 2017.......  
b From 2018.......  
c From 2019.......  
d From 2020.......  
e From 2021.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2022 distributable amount  
i Carryover from 2017 not applied (see
instructions)
 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2022 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2022 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2022, 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 2022. 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 2023. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a Excess from 2018.....  
b Excess from 2019.....  
c Excess from 2020.....  
d Excess from 2021.....  
e Excess from 2022.....  
Schedule A (Form 990) (2022)

Schedule A (Form 990) 2022
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) 2022


Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990)

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
2021
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.
Cat. No. 50084S
Schedule C (Form 990) 2021

Schedule C (Form 990) 2021
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) ........................ 518,426  
c Total lobbying expenditures (add lines 1a and 1b) ............................................................ 518,426  
d Other exempt purpose expenditures ............................................................................... 1,749,290,897  
e Total exempt purpose expenditures (add lines 1c and 1d) .................................................. 1,749,809,323  
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) 2018 (b) 2019 (c) 2020 (d) 2021 (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 492,975 491,516 511,019 518,426 2,013,936
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) 2021


Schedule C (Form 990) 2021
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)
Yes|No
(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) 2021


Additional Data


Software ID:  
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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 instructions and the latest information.
OMB No. 1545-0047
2021
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 FASB 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 FASB 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 FASB 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) 2021

Schedule D (Form 990) 2021
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
Term 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 .....   21,020,929 21,020,929
b Buildings ....   229,009,946 149,438,644 79,571,302
c Leasehold improvements   93,959,971 81,997,690 11,962,281
d Equipment ....   466,527,732 399,165,500 67,362,232
e Other .....   6,603,241   6,603,241
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 186,519,985
Schedule D (Form 990) 2021

Schedule D (Form 990) 2021
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
49,571,890 C

(B) DEFERRED COMPENSATION INVESTMENTS
131,621,642 C

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

(D) INVESTMENT IN SUBURBAN IMAGING, LLC.
3,502,393 C

(E) INVESTMENT IN "PET" IMAGING EQUIPMENT
84,877 C

(F) INVESTMENT IN MYRTLE DIALYSIS
406,808 C
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 189,923,221
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  
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 233,091,921
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) 2021

Schedule D (Form 990) 2021
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. JUDGMENT IS REQUIRED IN DETERMINING HP'S EFFECTIVE TAX RATE AND IN EVALUATING ITS TAX POSITION. HP ESTABLISHES ACCRUALS FOR UNCERTAIN TAX POSITIONS WHEN, DESPITE THE BELIEF THAT HP'S TAX RETURN POSITIONS ARE FULLY SUPPORTABLE, HP BELIEVES THAT ITS POSITION MAY NOT BE FULLY SUSTAINED, PRIMARILY GIVEN THE RISKS ASSOCIATED WITH TAX LITIGATION OR DISPUTES. THE UNCERTAIN TAX POSITION ACCRUALS ARE ADJUSTED IN LIGHT OF CHANGING FACTS AND CIRCUMSTANCES, SUCH AS THE PROGRESS OF TAX AUDITS, CASE LAW, AND EMERGING LEGISLATION. HP'S EFFECTIVE TAX RATE INCLUDES THE IMPACT OF CHANGES TO THE ACCRUALS FOR UNCERTAIN TAX POSITIONS. HP CLASSIFIES INTEREST AND PENALTIES ON TAX-RELATED MATTERS AS INCOME AND OTHER TAX EXPENSE IN THE CONSOLIDATED STATEMENTS OF OPERATIONS AND CHANGES IN NET ASSETS. HP RECORDED NO LIABILITIES AT DECEMBER 31, 2022 OR 2021 FOR UNRECOGNIZED TAX BENEFITS.
Schedule D (Form 990) 2021


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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
2022
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) AMERICAN RED CROSS
431 18TH ST NW
WASHINGTON,DC20006
53-0196605 501(C)(3) 20,000 0     PROGRAM SUPPORT
(2) PENUMBRA THEATRE
270 NORTH KENT STREET
ST PAUL,MN55102
41-1563764 501(C)(3) 15,000 0     PROGRAM SUPPORT
(3) FRIENDS OF ST PAUL PUBLIC LIBRARY
325 CEDAR STREET SUITE 555
SAINT PAUL,MN55101
41-6029683 501(C)(3) 12,000 0     PROGRAM SUPPORT
(4) TWIN CITIES HABITAT FOR HUMANITY
570 ASBURY STREET SUITE 208
ST PAUL,MN55104
41-1334642 501(C)(3) 12,000 0     PROGRAM SUPPORT
(5) REACH OUT AND READ MINNESOTA
3800 AMERICAN BLVD WEST SUITE
1500-8013
BLOOMINGTON,MN55431
81-1641189 501(C)(3) 10,000 0     PROGRAM SUPPORT
(6) ST PAUL FIRE FOUNDATION
645 RANDOLPH AVE
ST PAUL,MN55102
26-4710527 501(C)(3) 15,000 0     PROGRAM SUPPORT
(7) YMCA OF THE GREATER ST PAUL AREA
651 NICOLLET MALL SUITE NO 500
MINNEAPOLIS,MN55402
45-2563299 501(C)(3) 50,000 0     PROGRAM SUPPORT
(8) ST DAVID'S CENTER FOR CHILD & FAMILY DEVELOPMENT
3395 PLYMOUTH RD
MINNETONKA,MN55305
41-1429208 501(C)(3) 20,000 0     PROGRAM SUPPORT
(9) WASHINGTON COUNTY
14949 62ND STREET NORTH
STILLWATER,MN55082
41-6005919 GOV 15,000 0     PROGRAM SUPPORT
(10) THE LINK
1210 GLENWOOD AVENUE
MINNEAPOLIS,MN55405
41-1920649 501(C)(3) 10,000 0     PROGRAM SUPPORT
(11) RENEWING THE COUNTRYSIDE
2637 27TH AVE S
MINNEAPOLIS,MN55406
20-0189339 501(C)(3) 10,000 0     PROGRAM SUPPORT
(12) PARK NICOLLET FOUNDATION
6500 EXCELSIOR BLVD
ST LOUIS PARK,MN55426
23-7346465 501(C)(3) 163,771 0     PROGRAM SUPPORT
(13) HUTCHINSON HEALTH FOUNDATION
8170 33RD AVE S
BLOOMINGTON,MN55440
36-3317820 501(C)(3) 37,985 0     PROGRAM SUPPORT
(14) LAKEVIEW HEALTH FOUNDATION
8170 33RD AVE S
BLOOMINGTON,MN55440
41-1386635 501(C)(3) 21,760 0     PROGRAM SUPPORT
(15) HUDSON HOSPITAL FOUNCATION
8170 33RD AVE S
BLOOMINGTON,MN55440
39-1279567 501(C)(3) 28,644 0     PROGRAM SUPPORT
(16) OLIVIA HOSPITAL AND CLINIC FOUNDATION
8170 33RD AVE S
BLOOMINGTON,MN55440
41-1839619 501(C)(3) 13,450 0     PROGRAM SUPPORT
(17) REGIONS HOSPITAL FOUNDATION
8170 33RD AVE S
BLOOMINGTON,MN55440
41-1888902 501(C)(3) 130,110 0     PROGRAM SUPPORT
(18) WESTFIELDS HOSPITAL FOUNDATION
8170 33RD AVE S
BLOOMINGTON,MN55440
39-1770913 501(C)(3) 34,522 0     PROGRAM SUPPORT
(19) NAMI MINNESOTA
1919 UNIVERSITY AVE W SUITE 400
ST PAUL,MN55104
41-1317030 501(C)(3) 10,000 0     PROGRAM SUPPORT
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
19
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
0
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2022

Schedule I (Form 990) 2022
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) 2022



Additional Data


Software ID:  
Software Version:  


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
2022
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 on 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 on 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) 2022

Schedule J (Form 990) 2022
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, 1099-MISC compensation, and/or 1099-NEC (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
1ANDREA M WALSH
CEO
(i)

(ii)
1,437,647
-------------
0
838,595
-------------
0
206,121
-------------
0
719,918
-------------
0
68,777
-------------
0
3,271,058
-------------
0
173,628
-------------
0
2TIMOTHY J KROSHUS MD
PHYSICIAN
(i)

(ii)
835,554
-------------
0
0
-------------
0
901,250
-------------
0
22,875
-------------
0
58,289
-------------
0
1,817,968
-------------
0
0
-------------
0
3JAMES W EPPEL
EXECUTIVE VP & CAO
(i)

(ii)
816,472
-------------
0
359,412
-------------
0
159,631
-------------
0
195,644
-------------
0
52,470
-------------
0
1,583,629
-------------
0
143,853
-------------
0
4TROY J BOFFELI MD
PHYSICIAN
(i)

(ii)
1,016,600
-------------
0
12,460
-------------
0
410,442
-------------
0
81,832
-------------
0
53,978
-------------
0
1,575,312
-------------
0
0
-------------
0
5MATTHEW M KANG MD
PHYSICIAN
(i)

(ii)
1,237,449
-------------
0
5,192
-------------
0
208,852
-------------
0
22,875
-------------
0
50,171
-------------
0
1,524,539
-------------
0
0
-------------
0
6NANCY A MCCLURE
CHIEF OPERATING OFFICER
(i)

(ii)
676,870
-------------
0
240,834
-------------
0
193,996
-------------
0
291,508
-------------
0
49,225
-------------
0
1,452,433
-------------
0
0
-------------
0
7PENNY D CERMAK
EVP & CFO
(i)

(ii)
805,021
-------------
0
360,450
-------------
0
19,868
-------------
0
196,481
-------------
0
49,805
-------------
0
1,431,625
-------------
0
0
-------------
0
8EMILY S KOECK MD
PHYSICIAN
(i)

(ii)
426,441
-------------
0
0
-------------
0
921,933
-------------
0
22,875
-------------
0
51,940
-------------
0
1,423,189
-------------
0
0
-------------
0
9CHAD M MYEROFF MD
PHYSICIAN
(i)

(ii)
896,539
-------------
0
0
-------------
0
321,432
-------------
0
22,875
-------------
0
50,268
-------------
0
1,291,114
-------------
0
0
-------------
0
10STEVEN M CONNELLY MD
DIRECTOR & EXEC. MEDICAL DIR
(i)

(ii)
0
-------------
655,097
0
-------------
230,119
0
-------------
105,438
0
-------------
108,036
0
-------------
59,122
0
-------------
1,157,812
0
-------------
88,585
11SUSAN M KNUDSON
SR. VP HEALTH CARE ENGAGEM
(i)

(ii)
574,658
-------------
0
198,114
-------------
0
36,961
-------------
0
232,072
-------------
0
44,847
-------------
0
1,086,652
-------------
0
0
-------------
0
12MARK R SANNES MD
EXC MEDICAL DIRECTOR
(i)

(ii)
0
-------------
604,186
0
-------------
107,763
0
-------------
67,870
0
-------------
101,841
0
-------------
56,065
0
-------------
937,725
0
-------------
51,156
13NANCY L EVERT
SR VP GENERAL COUNSEL
(i)

(ii)
500,726
-------------
0
174,605
-------------
0
43,136
-------------
0
167,010
-------------
0
28,641
-------------
0
914,118
-------------
0
37,844
-------------
0
14DAVID S GESKO
SR VP - DENTAL DIRECTOR
(i)

(ii)
509,402
-------------
0
183,082
-------------
0
60,138
-------------
0
103,272
-------------
0
43,696
-------------
0
899,590
-------------
0
0
-------------
0
15DELINDA H WASHINGTON
SVP CPO
(i)

(ii)
550,340
-------------
0
160,200
-------------
0
0
-------------
0
103,516
-------------
0
43,408
-------------
0
857,464
-------------
0
0
-------------
0
16KATIE B SAYRE
SR VP HLTH PLAN OPS & GOV
(i)

(ii)
404,788
-------------
0
150,339
-------------
0
59,826
-------------
0
192,718
-------------
0
42,022
-------------
0
849,693
-------------
0
16,260
-------------
0
17BRIAN H RANK
FORMER MEDICAL DIRECTOR
(i)

(ii)
234,548
-------------
0
245,195
-------------
0
171,262
-------------
0
98,682
-------------
0
38,818
-------------
0
788,505
-------------
0
144,699
-------------
0
18PATRICK T COURNEYA MD
SENIOR VP, CHPMO
(i)

(ii)
454,100
-------------
0
164,205
-------------
0
18,746
-------------
0
106,714
-------------
0
42,020
-------------
0
785,785
-------------
0
0
-------------
0
19JENNIFER L MYSTER
VP - HP CARE GROUP
(i)

(ii)
452,929
-------------
0
125,611
-------------
0
61,939
-------------
0
88,461
-------------
0
42,070
-------------
0
771,010
-------------
0
19,970
-------------
0
20BRIAN S O'SHEILDS
VP - ACTUARIAL AND UNDERWR
(i)

(ii)
401,284
-------------
0
149,609
-------------
0
66,562
-------------
0
84,007
-------------
0
42,059
-------------
0
743,521
-------------
0
47,326
-------------
0
21KEVIN J PALATTAO
VP CLINIC PATIENT CARE SYS
(i)

(ii)
337,978
-------------
0
126,329
-------------
0
52,878
-------------
0
148,232
-------------
0
40,605
-------------
0
706,022
-------------
0
12,752
-------------
0
22TOBI TANZER
VP CORPORATE INTEGRITY
(i)

(ii)
346,401
-------------
0
124,600
-------------
0
11,567
-------------
0
146,177
-------------
0
40,103
-------------
0
668,848
-------------
0
0
-------------
0
23HEIDI G CONRAD
VP & CFO CARE DELIVERY
(i)

(ii)
363,640
-------------
0
166,627
-------------
0
19,646
-------------
0
80,282
-------------
0
36,465
-------------
0
666,660
-------------
0
0
-------------
0
24MARK E HANSBERRY
VP, BUSINESS DEVELOPMENT I
(i)

(ii)
318,305
-------------
0
157,143
-------------
0
44,643
-------------
0
88,485
-------------
0
42,372
-------------
0
650,948
-------------
0
40,241
-------------
0
25DENNIS M ZUZEK
VP - HEALTH PLAN & ENTERPR
(i)

(ii)
381,196
-------------
0
131,720
-------------
0
16,258
-------------
0
78,080
-------------
0
40,456
-------------
0
647,710
-------------
0
0
-------------
0
26RANDALL M BILLINGS
SVP PROVIDER PARTNERSHIPS
(i)

(ii)
396,720
-------------
0
106,800
-------------
0
11,501
-------------
0
74,797
-------------
0
40,251
-------------
0
630,069
-------------
0
0
-------------
0
27SHARILYN A CAMPBELL
HEALTH PLAN CFO AND CAO
(i)

(ii)
345,497
-------------
0
213,020
-------------
0
13,054
-------------
0
22,875
-------------
0
33,816
-------------
0
628,262
-------------
0
0
-------------
0
28NICO P PRONK PHD
VP & HEALTH SCIENCE OFFICE
(i)

(ii)
372,570
-------------
0
98,730
-------------
0
9,819
-------------
0
89,673
-------------
0
39,988
-------------
0
610,780
-------------
0
0
-------------
0
29FRANK P MCQUILLAN
VP - TREASURY & REAL ESTAT
(i)

(ii)
279,379
-------------
0
77,997
-------------
0
83,956
-------------
0
99,287
-------------
0
39,505
-------------
0
580,124
-------------
0
0
-------------
0
30BRANDI L LUNNEBORG
LH PRESIDENT, ST CROIX VALLY EXC LEA
(i)

(ii)
415,140
-------------
0
25,000
-------------
0
4,184
-------------
0
65,250
-------------
0
39,154
-------------
0
548,728
-------------
0
0
-------------
0
31SCOTT A SCHNUCKLE
FORMER SR VP PHARMACY
(i)

(ii)
0
-------------
0
0
-------------
0
507,469
-------------
0
19,862
-------------
0
17,394
-------------
0
544,725
-------------
0
503,489
-------------
0
32CARA M HULL
CHIEF QUALTY OFFICER
(i)

(ii)
314,137
-------------
0
133,606
-------------
0
18,174
-------------
0
22,875
-------------
0
40,550
-------------
0
529,342
-------------
0
0
-------------
0
33VIRGINIA L KAKACEK MD
VP AND SR MEDICAL DIRECTOR
(i)

(ii)
339,738
-------------
0
95,786
-------------
0
30,945
-------------
0
22,875
-------------
0
39,775
-------------
0
529,119
-------------
0
0
-------------
0
34PAMELA S ZOELLER
VP - SPECIALTY CARE & CLIN
(i)

(ii)
339,206
-------------
0
92,836
-------------
0
15,346
-------------
0
23,838
-------------
0
39,593
-------------
0
510,819
-------------
0
0
-------------
0
35KEVIN R RONNEBERG
VP - ASSOCIATE MEDICAL DIR
(i)

(ii)
325,523
-------------
0
93,345
-------------
0
26,579
-------------
0
22,875
-------------
0
39,242
-------------
0
507,564
-------------
0
0
-------------
0
36LESLIE G DOCKAN
VP, PRIMARY CARE & CLINIC
(i)

(ii)
339,121
-------------
0
90,690
-------------
0
6,276
-------------
0
22,875
-------------
0
39,429
-------------
0
498,391
-------------
0
0
-------------
0
37SCOTT M ROBERTSON
VP - EXEC, MEDICAL DIRECTOR
(i)

(ii)
358,016
-------------
0
93,451
-------------
0
5,143
-------------
0
22,875
-------------
0
16,581
-------------
0
496,066
-------------
0
0
-------------
0
38JASON M GALLAGHER
VP HEALTH AND CARE ENGAGEMENT
(i)

(ii)
297,950
-------------
0
82,511
-------------
0
14,288
-------------
0
59,525
-------------
0
38,507
-------------
0
492,781
-------------
0
0
-------------
0
39AMY L DEWANE
VP - CARE SYSTEMS GROWTH
(i)

(ii)
318,940
-------------
0
89,679
-------------
0
19,427
-------------
0
22,875
-------------
0
39,312
-------------
0
490,233
-------------
0
0
-------------
0
40FRANK J MULLER
VP - TECHNOLOGY & INFRASTR
(i)

(ii)
298,472
-------------
0
72,090
-------------
0
6,227
-------------
0
72,773
-------------
0
38,569
-------------
0
488,131
-------------
0
0
-------------
0
41STEVEN C HOUSH
VP ORTHOPEDIC SERVICES
(i)

(ii)
310,752
-------------
0
96,154
-------------
0
10,665
-------------
0
22,875
-------------
0
39,755
-------------
0
480,201
-------------
0
0
-------------
0
42DAVID L BUSCH
VP PHARMACY SERVICES
(i)

(ii)
282,770
-------------
0
77,997
-------------
0
13,821
-------------
0
61,020
-------------
0
38,537
-------------
0
474,145
-------------
0
0
-------------
0
43DOUG N SMITH
SR VP SALES
(i)

(ii)
176,468
-------------
0
161,355
-------------
0
25,469
-------------
0
82,783
-------------
0
27,206
-------------
0
473,281
-------------
0
12,151
-------------
0
44VINI T MANCHANDA
VP - SUPPLY CHAIN SERVICES
(i)

(ii)
288,580
-------------
0
74,840
-------------
0
10,083
-------------
0
56,600
-------------
0
38,521
-------------
0
468,624
-------------
0
0
-------------
0
45KIMBERLY T EGAN
VP NATIONAL ACCOUNTS
(i)

(ii)
277,677
-------------
0
80,834
-------------
0
44,702
-------------
0
22,875
-------------
0
38,952
-------------
0
465,040
-------------
0
0
-------------
0
46CHAD C HEIM
VP - HEALTH INFORMATICS
(i)

(ii)
259,379
-------------
0
82,511
-------------
0
6,557
-------------
0
71,481
-------------
0
38,495
-------------
0
458,423
-------------
0
0
-------------
0
47FELIX K ANKEL MD
FORMER EXEC. DIRECTOR
(i)

(ii)
255,359
-------------
0
0
-------------
0
58,081
-------------
0
82,945
-------------
0
37,650
-------------
0
434,035
-------------
0
0
-------------
0
48MARGARET D HELMS
VP,HEALTH INFORMATICS
(i)

(ii)
292,456
-------------
0
77,430
-------------
0
2,754
-------------
0
22,875
-------------
0
38,115
-------------
0
433,630
-------------
0
0
-------------
0
49JENNIFER J CLELLAND
VP GOVERNMENT PROGRAMS
(i)

(ii)
259,979
-------------
0
65,682
-------------
0
6,840
-------------
0
58,470
-------------
0
37,927
-------------
0
428,898
-------------
0
0
-------------
0
50STEVEN D BUNDE
VP INTERNAL AUDIT, INTEGRI
(i)

(ii)
248,766
-------------
0
64,073
-------------
0
10,616
-------------
0
82,071
-------------
0
22,898
-------------
0
428,424
-------------
0
0
-------------
0
51REBECCA A WOODY
VP - HEALTH SOLUTIONS SALE
(i)

(ii)
244,978
-------------
0
64,314
-------------
0
60,714
-------------
0
22,875
-------------
0
23,573
-------------
0
416,454
-------------
0
0
-------------
0
52JOSEPH D LACEYGOTZ
VP HEALTH SOLUTIONS
(i)

(ii)
220,444
-------------
0
64,519
-------------
0
16,601
-------------
0
74,659
-------------
0
36,762
-------------
0
412,985
-------------
0
0
-------------
0
53VINCE J RIVARD
VP - COMMUNICATIONS
(i)

(ii)
251,729
-------------
0
66,002
-------------
0
2,127
-------------
0
54,473
-------------
0
37,650
-------------
0
411,981
-------------
0
0
-------------
0
54GINA T HALL
VP IT OPERATIONS
(i)

(ii)
211,308
-------------
0
71,703
-------------
0
15,388
-------------
0
76,348
-------------
0
22,974
-------------
0
397,721
-------------
0
0
-------------
0
55MARK M MATZKE
VP HEALTH SOLUTIONS FOR NE WISCONSIN
(i)

(ii)
220,294
-------------
0
52,288
-------------
0
60,913
-------------
0
22,875
-------------
0
37,619
-------------
0
393,989
-------------
0
0
-------------
0
56TIM M HALEY
VP BROKER SALES
(i)

(ii)
259,335
-------------
0
75,341
-------------
0
35,528
-------------
0
6,144
-------------
0
8,481
-------------
0
384,829
-------------
0
0
-------------
0
57STEPHEN W DI RITO
VP SECURITY
(i)

(ii)
240,821
-------------
0
50,000
-------------
0
66,965
-------------
0
0
-------------
0
15,148
-------------
0
372,934
-------------
0
0
-------------
0
58JULIE M BUNDE
VP PRODUCT AND MARKET INNO
(i)

(ii)
217,904
-------------
0
58,909
-------------
0
7,237
-------------
0
63,228
-------------
0
22,426
-------------
0
369,704
-------------
0
0
-------------
0
59CASEY M NOLAN
VP HR-SYSTEMS
(i)

(ii)
233,353
-------------
0
61,410
-------------
0
3,396
-------------
0
22,875
-------------
0
37,106
-------------
0
358,140
-------------
0
0
-------------
0
60ERIC C ZILGE
VP CUSTOMER SERVICE
(i)

(ii)
238,041
-------------
0
58,740
-------------
0
3,563
-------------
0
22,875
-------------
0
22,662
-------------
0
345,881
-------------
0
0
-------------
0
61WENDY M WEEKS
VP CARE DELIVERY SYSTEMS
(i)

(ii)
197,636
-------------
0
32,788
-------------
0
8,872
-------------
0
53,165
-------------
0
36,253
-------------
0
328,714
-------------
0
0
-------------
0
62ANTHONY J ANDERSEN
VP UNDERWRITING (SEPT - DEC)
(i)

(ii)
198,458
-------------
0
36,180
-------------
0
9,948
-------------
0
61,449
-------------
0
21,854
-------------
0
327,889
-------------
0
0
-------------
0
63PAHOUA Y HOFFMAN
SR. VP GOV. & COMM RELATIONS
(i)

(ii)
251,523
-------------
0
0
-------------
0
1,341
-------------
0
37,515
-------------
0
34,004
-------------
0
324,383
-------------
0
0
-------------
0
64JEANETTE L AUGUSTSON
VP HEALTHPARTNERS INSTITUTE
(i)

(ii)
199,733
-------------
0
56,070
-------------
0
9,713
-------------
0
20,691
-------------
0
36,955
-------------
0
323,162
-------------
0
0
-------------
0
65AMY E MAHAN
VP HEALTH SOLUTIONS
(i)

(ii)
169,871
-------------
0
55,638
-------------
0
33,249
-------------
0
21,847
-------------
0
36,857
-------------
0
317,462
-------------
0
0
-------------
0
66DENISE WATERS
VP REVENUE CYCLE
(i)

(ii)
187,591
-------------
0
55,000
-------------
0
0
-------------
0
18,434
-------------
0
26,148
-------------
0
287,173
-------------
0
0
-------------
0
67DONNA J ZIMMERMAN
SR VP GOVT & COMMUNITY REL
(i)

(ii)
88,076
-------------
0
112,131
-------------
0
9,612
-------------
0
44,161
-------------
0
17,374
-------------
0
271,354
-------------
0
0
-------------
0
68BARBARA H COX
VP LEG & REGULATION AFFAIRS
(i)

(ii)
164,162
-------------
0
27,174
-------------
0
6,665
-------------
0
15,578
-------------
0
35,977
-------------
0
249,556
-------------
0
0
-------------
0
69KARI L TOFT
VP , IS&T CARE DELIVERY SY
(i)

(ii)
130,416
-------------
0
67,144
-------------
0
6,174
-------------
0
15,466
-------------
0
16,964
-------------
0
236,164
-------------
0
0
-------------
0
70ALICIA L GILBERT
VP COMP AND BENEFITS
(i)

(ii)
151,631
-------------
0
0
-------------
0
3,666
-------------
0
8,072
-------------
0
24,042
-------------
0
187,411
-------------
0
0
-------------
0
Schedule J (Form 990) 2022

Schedule J (Form 990) 2022
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: SCOTT A. SCHNUCKLE $ 4,198 DEFERRED COMPENSATION IN COLUMN C OF SCHEDULE J, PART II INCLUDES AMOUNTS FROM A NONQUALIFIED 457(F) PLAN FOR THE FOLLOWING DIRECTORS AND OFFICERS: RANDALL M. BILLINGS $ 36,109 PENNY D. CERMAK $ 107,171 STEVEN M. CONNELLY, MD $79,995 PATRICK T. COURNEYA $ 44,511 JAMES W. EPPEL $ 106,715 NANCY L. EVERT $ 47,347 DAVID S. GESKO $ 29,356 MARK E. HANSBERRY $ 42,717 PAHOUA Y. HOFFMAN $18,003 SUSAN M. KNUDSON $ 35,149 NANCY A. MCCLURE $ 44,974 JENNIFER L. MYSTER $ 22,205 BRANDI L. LUNNEBORG $31,500 BRIAN S. O'SHIELDS $ 40,555 KEVIN J. PALATTAO $ 13,772 MARK R. SANNES $73,800 KATHERINE B. SAYRE $ 20,309 TOBI TANZER $ 33,997 ANDREA M. WALSH $ 276,551 DELINDA H. WASHINGTON $ 49,973 DENNIS M. ZUZEK $ 37,694 SCOTT A. SCHNUCKLE $503,489
PART I, LINE 6 OFFICERS AND HIGHEST COMPENSATED EMPLOYEES MAY RECEIVE COMPENSATION BASED ON THE MANAGEMENT INCENTIVE PROGRAM (PROGRAM) OF GROUP HEALTH PLAN INC OR PARK NICOLLET HEALTH SERVICES. 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, HEALTH EQUITY, HEALTHCARE AFFORDABILITY MEASURES, HEALTH CARE AND CARE DELIVERY MARKET SHARE, STRATEGIC CAPABILITIES, HOSPITAL AND CLINIC QUALITY MEASURES, 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: STEVEN M. CONNELLY, MD $ 88,585 JAMES W. EPPEL $ 143,853 NANCY L. EVERT $ 37,844 DAVID S. GESKO, DDS $ 28,252 MARK E. HANSBERRY $ 40,241 NANCY A. MCCLURE $ 149,768 JENNIFER L. MYSTER $ 19,970 BRIAN S. O'SHIELDS $ 47,326 KEVIN J. PALATTAO $ 12,752 BRIAN H. RANK, MD $ 144,699 MARK R. SANNES, MD $ 51,156 KATIE B. SAYRE $ 16,260 DOUG A. SMITH $ 12,151 ANDREA M. WALSH $ 173,628 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) 2022

Additional Data


Software ID:  
Software Version:  
Schedule L
(Form 990)
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 instructions and the latest information.
OMB No. 1545-0047
2021
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 section 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 the 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) 2021
Schedule L (Form 990) 2021
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) DAVID GALLAGHER
 
BROTHER OF JASON GALLAGHER 181,963 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) 2021


Additional Data


Software ID:  
Software Version:  




SCHEDULE O
(Form 990)

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
2021
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 PART OF THE HEALTHPARTNERS ORGANIZATION REFERRED TO COLLECTIVELY AS "HEALTHPARTNERS FOUNDED IN 1957, HEALTHPARTNERS IS AN INTEGRATED HEALTH CARE ORGANIZATION, PROVIDING HEALTH CARE SERVICES AND HEALTH PLAN FINANCING AND ADMINISTRATION. 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, INC. (HPI) IS A MINNESOTA NONPROFIT CORPORATION AND LICENSED HEALTH MAINTENANCE ORGANIZATION (HMO) RECOGNIZED AS EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(C)(4) AND IS THE PARENT ENTITY OF HEALTHPARTNERS ORGANIZATIONS REFERRED TO COLLECTIVELY AS "HEALTHPARTNERS". HEALTHPARTNERS INCLUDES AN ARRAY OF TAX-EXEMPT AND TAXABLE ORGANIZATIONS. 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 1,900 EMPLOYED PHYSICIANS AND DENTISTS, EIGHT OWNED HOSPITALS WITH OVER 1,000 ACUTE CARE BEDS, OVER 100 PRIMARY AND SPECIALTY CARE MEDICAL FACILITIES AND DENTAL FACILITIES WITH PRACTICES IN MINNESOTA AND WESTERN WISCONSIN SERVING MORE THAN 1.34 MILLION PATIENTS. HEALTHPARTNERS HEALTH PLANS CONTRACT WITH OTHER PRIMARY AND SPECIALTY MEDICAL FACILITIES AND DENTAL FACILITIES, PHYSICIAN GROUPS, HOSPITALS AND RELATED HEALTHCARE PROVIDERS TO SERVE PLAN MEMBERS. HEALTHPARTNERS ALSO PROVIDES MEDICAL EDUCATION AND TRAINING TO MEDICAL PROFESSIONALS AND CONDUCTS RESEARCH AND FUNDRAISING ACTIVITIES THAT SUPPORT THE HEALTH CARE DELIVERY SYSTEM. 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 ARE TOTAL COST OF CARE MEASUREMENTS (A NATIONALLY RECOGNIZED METRIC, 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), EQUITY, INCLUSION, AND ANTI-RACISM (ADDRESSING HEALTH EQUITY, ELIMINATING HEALTH CARE DISPARITIES, INCREASING DIVERSITY AND INCLUSION IN OUR WORKPLACES, BUILDING AN ANTI-RACIST CULTURE, AND DEEPENING OUR COLLECTIVE UNDERSTANDING OF CULTURAL HUMILITY) AND SUSTAINABILITY (ENERGY EFFICIENCY, WASTE REDUCTION, AND RESOURCE MANAGEMENT). 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, 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) AND IS THE SOLE CORPORATE MEMBER OF GHI. 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 HMO PRODUCTS, INDIVIDUAL/CONVERSION PRODUCTS, AND MEDICARE COST 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. 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 46 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. OUR HEALTHPARTNERS MIDWAY DENTAL CLINIC IS THE SITE OF OUR NEWLY CREATED ADVANCED EDUCATION IN GENERAL DENTISTRY (AEGD) RESIDENCY AND FEATURES 6 DENTAL RESIDENTS. THE CLINIC FOCUSES ON SERVING PATIENTS ENROLLED 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.
PART III, CONT. 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 EIGHT 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; HUTCHINSON HEALTH, A COMMUNITY HOSPITAL IN HUTCHINSON, MINNESOTA; AND OLIVIA HOSPITAL & CLINIC, A COMMUNITY HOSPITAL IN OLIVIA, MINNESOTA. IN ADDITION, GHI'S MEMBERS RECEIVE HEALTH CARE SERVICES THROUGH HEALTHPARTNERS' EXTENSIVE NETWORK OF OWNED AND CONTRACTED MEDICAL AND DENTAL PROVIDERS, INCLUDING OVER 100 MULTI-SPECIALTY CLINICS OWNED AND OPERATED BY GHI, KNOWN AS THE HPMG CLINICS, THE PNC CLINICS, AND THE STILLWATER MEDICAL GROUP CLINICS. HPI, GHI AND HPIC PROVIDE COMMERCIAL GROUP, COMMERCIAL INDIVIDUAL, MEDICARE, AND MEDICAID MANAGED CARE PRODUCTS TO THEIR MEMBERS. IN 2022, THESE ORGANIZATIONS PROVIDED COMPREHENSIVE, PREPAID HEALTH CARE SERVICES TO 1,055,982 MEMBERS FOR MEDICAL PRODUCTS. THESE MEMBERS FIT WITHIN THE FOLLOWING CATEGORIES: 263,056 FULLY INSURED COMMERCIAL GROUP MEDICAL MEMBERS; 412,293 SELF-INSURED COMMERCIAL GROUP HPAI; 49,308 SELF-INSURED COMMERCIAL GROUP - INDIVIDUAL; 59,206 MEDICARE; 216,523 MEDICAID AND MSHO. TOTAL MEMBERSHIP WITH DENTAL PRODUCTS INCLUDES 620,111. THESE MEMBERS FALL INTO THE FOLLOWING CATEGORIES: 174,798 FULLY-INSURED COMMERCIAL GROUP; 212,880 SELF-INSURED COMMERCIAL GROUP HPAI; 10,744 INDIVIDUAL; 5,290 MEDICARE; 216,399 MEDICAID AND MSHO. 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 COUNSELORS 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. HEALTHPARTNERS CENTER FOR INTERNATIONAL HEALTH (CIH) HEALTHPARTNERS CENTER FOR INTERNATIONAL HEALTH CLINIC (CIH) PRIMARILY FOCUSES ON CULTURALLY COMPETENT CARE FOR FOREIGN-BORN INDIVIDUALS. THIS INCLUDES PRIMARY CARE AS WELL AS SPECIALIZED CARE, SUCH AS NEW ARRIVAL SCREENINGS AND IMMIGRATION PHYSICALS. 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 KAREN, NEPALI, SOMALI, AND AFGHANI PATIENTS AS IMMIGRATION TRENDS CHANGE MINNESOTA'S DEMOGRAPHICS. THE INTERNATIONAL MENTAL HEALTH PROGRAM WAS ESTABLISHED IN 1984, OFFERING PSYCHIATRY, PSYCHOLOGY, AND GROUP THERAPY. CIH ALSO EMPLOYS A FULL-TIME SOCIAL WORKER AND OFFERS ONSITE INTERPRETERS FOR OVER 10 LANGUAGES AND INTERPRETERS VIA PHONE FOR VIRTUALLY ANY LANGUAGE. THE BILINGUAL STAFF PROVIDES CULTURALLY COMPETENT HEALTH CARE TO ALL PATIENTS. HEALTH PROFESSIONAL EDUCATION HEALTHPARTNERS IS COMMITTED TO CREATING AND MAINTAINING AN EDUCATION SYSTEM THAT PROVIDES RICH TRAINING EXPERIENCES IN WHICH STUDENTS CAN CONTRIBUTE TO THE CARE OF PATIENTS AND THE COMMUNITY. OUR COMMITMENT TO BEING A PLACE OF LEARNING IS DEMONSTRATED BY THE DEPTH AND BREADTH OF THE TRAINING WE PROVIDE FOR OVER 65 DIFFERENT STUDENT TYPES FOR 3500 ROTATIONS PER YEAR. OUR 160+ SCHOOL PARTNERS RELY ON OUR HANDS ON CLINICAL TRAINING AND SIMULATION TO MEET THEIR PROGRAM REQUIREMENTS. OUR COLLABORATION IS ESSENTIAL TO ENSURE WE HAVE ADEQUATE NUMBERS OF PEOPLE READY TO DELIVER QUALITY CARE. FOR A FULL REPORT ON HEALTHPARTNER INSTITUTE'S (INSTITUTE) 2022 ACTIVITIES, PLEASE SEE THE INSTITUTE'S FORM 990 RETURN. RESEARCH RESEARCH AT THE INSTITUTE IS DEDICATED TO IMPROVING HEALTH AND WELL-BEING FOR PATIENTS, MEMBERS AND THE COMMUNITY. IN 2022, INSTITUTE RESEARCHERS DISSEMINATED THE RESULTS OF THEIR RESEARCH BY PUBLISHING 46 ARTICLES, BOOKS AND BOOK CHAPTERS AND BY GIVING PAPER AND POSTER PRESENTATIONS AT NATIONAL AND INTERNATIONAL CONFERENCES. FOR A FULL REPORT ON THE INSTITUTE'S 2022 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 DEPARTMENTS AND SERVICES. THE LOCATIONS FEATURE MORE THAN 25 SPECIALTIES. WITHIN WALKING DISTANCE THERE IS A THIRD FACILITY, THE NEUROSCIENCE CENTER, OFFERING COMPREHENSIVE NEUROSCIENCE SPECIALTIES ALONG WITH RESEARCH, REHABILITATION AND ANCILLARY SUPPORT SERVICES. COMMUNITY BUILDING ACTIVITIES TRANSFORMING CARE AND COVERAGE TO IMPROVE OUTCOMES HEALTHPARTNERS IS WORKING TO TRANSFORM HEALTH CARE BY DELIVERING OUTSTANDING CARE AND SERVICE THAT IS CONSISTENT WITH THE ORGANIZATIONS VISION: HEALTH AS IT SHOULD BE, AFFORDABILITY AS IT MUST BE THROUGH RELATIONSHIPS BASED ON TRUST. OUR STRATEGIC APPROACH TO IS SUPPORT OUR HEALTHY HIGH PERFORMING TEAMS TO DELIVER BEST OUTCOMES FOR PATIENTS AND MEMBERS. THIS MEANS WE FOCUS ON THE PURSUIT TO SIMULTANEOUSLY OPTIMIZE THE HEALTH OF THE POPULATION AND THE EXPERIENCE OF EVERYONE, WHILE REDUCING PER CAPITA HEALTH CARE COSTS. AS AN INTEGRATED ORGANIZATION WE COLLABORATE AND CONNECT WITH OTHERS TO ADOPT AND SHARE IMPROVEMENTS SUCH AS BEST PRACTICES AND PATIENT EDUCATION MATERIALS ACROSS THE SYSTEM. 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.
PART III, CONT. 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 BEST OUTCOMES FOR THE POPULATION THEY SERVE BY 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. IN 2021, THE MEASUREMENT SUITE WAS RE-ENDORSED BY THE NATIONAL QUALITY FORUM. COMMUNITY COLLABORATION TO GAIN INSIGHTS AND ENGAGE COMMUNITY COMMUNITY HEALTH NEEDS ASSESSMENT: ALL EIGHT HOSPITALS WITHIN THE HEALTHPARTNERS ORGANIZATION PARTNERED WITH THE COMMUNITY IN WHICH IT IS EMBEDDED TO CONDUCT A COMPREHENSIVE COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA). THE CHNA IS COMPLETED EVERY THREE YEARS, AND THE LAST CHNA WAS CONDUCTED IN 2021. THE CHNA PROCESS IS DESIGNED TO IDENTIFY AND PRIORITIZE THE HEALTH NEEDS OF THE COMMUNITY THAT THE HOSPITAL SERVES AS WELL AS TO IDENTIFY RESOURCES TO ADDRESS THOSE NEEDS. THIS PROCESS IS AN ESSENTIAL COMPONENT IN ACHIEVING THE HEALTHPARTNERS MISSION: TO IMPROVE HEALTH AND WELL-BEING IN PARTNERSHIP WITH OUR MEMBERS, PATIENTS, AND COMMUNITY. MULTIPLE DATA SOURCES WERE USED INCLUDING HEALTHPARTNERS PATIENT AND MEMBER-REPORTED DATA, AND PUBLICLY AVAILABLE DATA DESCRIBING BOTH DEMOGRAPHIC CHARACTERISTICS AND HEALTH AND WELLBEING OUTCOMES. DURING THE PROCESS, WE ENGAGED COMMUNITY MEMBERS AND PUBLIC HEALTH, HOSTED 41 COMMUNITY CONVERSATIONS, AND SURVEYED 444 OF OUR OWN CLINICIANS TO MORE DEEPLY UNDERSTAND HOW WE MIGHT IMPACT THE HEALTH OF OUR COMMUNITY. COMMUNITY BENEFIT OPERATIONS: THE TOP PRIORITIES WERE REVIEWED WITHIN THE CONTEXT OF COVID-19 IMPACT AND STRUCTURAL RACISM. AND ALL PRIORITIES WERE DETERMINED TO BE INTERTWINED AND COLLECTIVELY IMPACT OUR COMMUNITIES. PRIORITIES WERE THEN RANKED TO DEFINE THE TOP FIVE NEEDS ACROSS THE COMMUNITIES THAT HEALTHPARTNERS SERVES. 1. MENTAL HEALTH AND WELL-BEING IS THE INTERCONNECTION BETWEEN MENTAL ILLNESS AND THE ASSOCIATED STIGMA, SOCIAL CONNECTEDNESS, RESILIENCY, AND OVERALL MENTAL, SOCIAL, AND EMOTIONAL WELL-BEING. 2. ACCESS TO HEALTH REFERS TO THE SOCIAL AND ENVIRONMENTAL CONDITIONS AND UNMET SOCIAL NEEDS THAT DIRECTLY AND INDIRECTLY AFFECT PEOPLE'S HEALTH AND WELL-BEING SUCH AS HOUSING, INCOME, FOOD SECURITY, TRANSPORTATION, EMPLOYMENT, EDUCATION, CLEAN AND SUSTAINABLE ENVIRONMENT, AND MORE. 3. ACCESS TO CARE MEANS HAVING EQUITABLE ACCESS TO APPROPRIATE, CONVENIENT, AFFORDABLE AND CULTURALLY RESPONSIVE, TRAUMA INFORMED HEALTH CARE. THIS INCLUDES FACTORS SUCH AS PROXIMITY TO CARE, DIVERSITY TRAINING FOR STAFF, DIVERSE BACKGROUNDS OF PROVIDERS, COST OF CARE, INSURANCE COVERAGE, MEDICAL TRANSPORTATION, AND CARE COORDINATION WITHIN THE HEALTH CARE SYSTEM. 4. NUTRITION & PHYSICAL ACTIVITY MEANS EQUITABLE ACCESS TO NUTRITION, PHYSICAL ACTIVITY AND HEALTHY SUPPORTIVE ENVIRONMENTS FOR FAMILIES AND COMMUNITIES. 5. SUBSTANCE USE COVERS SUBSTANCE ABUSE AND ADDICTION, WHICH ARE THE USE OF SUBSTANCES INCLUDING ALCOHOL, TOBACCO AND E-CIGARETTES, PRESCRIPTION DRUGS, OPIOIDS AND OTHER DRUGS IN A MANNER THAT IS HARMFUL TO HEALTH AND WELL-BEING AND CAUSES PROBLEMS OR DISTRESS THAT AFFECT DAILY LIFE. CHILDREN'S HEALTH INITIATIVES EARLY BRAIN DEVELOPMENT - REACH OUT AND READ: TO EXPAND ON OUR ORGANIZATION-WIDE IMPLEMENTATION OF THE REACH OUT & READ PROGRAM FOR BABIES AND CHILDREN, AGES SIX MONTHS TO FIVE YEARS, HEALTHPARTNERS ALSO GIVES EXPECTANT MOTHERS A BLACK AND WHITE BABY BOOK AND DISCUSSES EARLY BRAIN DEVELOPMENT AT THEIR 32-WEEK PRENATAL VISIT. THIS STARTS THE CONVERSATION ABOUT BOOSTING A CHILD'S BRAIN POWER AND THE IMPORTANCE OF STARTING AT BIRTH, WITH READING, TALKING, PLAYING AND SINGING. ACROSS OUR ORGANIZATION, HEALTHPARTNERS GAVE OUT OVER 85,000 BOOKS IN 2022 IN 10 DIFFERENT LANGUAGES. - THINK SMALL PARENT POWERED TEXT PROGRAM: HEALTHPARTNERS CARE SYSTEM CONTINUES TO DISTRIBUTE THINK SMALL PARENT POWERED TEXT PROGRAM BOOKMARKS AT THE 32-WEEK PRENATAL AND 1 MONTH WELL CHILD CHECK TO CONTINUE TO PROMOTE THE IMPORTANCE OF EARLY BRAIN DEVELOPMENT AND HELP PARENTS/CARETAKERS ENGAGE WITH THEIR CHILD. IT IS OFFERED IN ENGLISH, SPANISH AND SOMALI LANGUAGES. THIS LEADS TO ALMOST 20,000 YEARLY CLINICIAN EDUCATION CONVERSATIONS ABOUT EARLY BRAIN DEVELOPMENT. - DISCUSSION AROUND RACE: THROUGHOUT 2022, HEALTHPARTNERS, IN PARTNERSHIP WITH MN REACH OUT AND READ, CONTINUES TO PILOT A BOOKMARK THAT HELPS PARENTS TALK ABOUT RACE WITH THEIR CHILDREN. THEY ARE INCORPORATING THIS AT TWO DIFFERENT AGE INTERVALS AT WELL CHILD CHECKS AND WILL USE SPECIFIC REACH OUT AND READ BOOKS TO HELP FOSTER THAT DISCUSSION. IT IS OFFERED IN ENGLISH, SPANISH AND SOMALI LANGUAGES. - DEVELOPMENTAL AND SOCIAL EMOTIONAL SCREENING: O HEALTHPARTNERS CONTINUED TO TRACK THEIR EARLY CHILDHOOD SCREENING ACROSS ALL PRIMARY CARE CLINICS THROUGHOUT 2022. COVID CONTINUED TO PRESENT SOME CHALLENGES WITH GETTING PATIENTS IN FOR WELL CHILD CHECKS BUT FOR THOSE WHO MADE IT IN, THERE WAS ABOUT AN 80% COMPLETION RATE FOR ALL SCREENS. LANGUAGE HAS BEEN IDENTIFIED AS A POTENTIAL BARRIER TO COMPLETION OF THE FORMS SO IN 2023, LEADERSHIP WILL BE WORKING ON ADVOCATING FOR STATE ALIGNMENT IN OFFERING SCREENING FORMS IN OTHER LANGUAGES. MENTAL HEALTH: PRENATAL SCREENING: - HEALTHPARTNERS' OB/GYN TEAM CONTINUES TO SCREEN EXPECTANT MOMS USING THE EDINBURGH POSTPARTUM DEPRESSION SCREEN AT THE INITIAL AND 28-WEEK OB VISIT. - THIS ADDITIONAL SCREENING WILL HELP OUR CARE TEAM IDENTIFY IF A MOM IS STRUGGLING PRIOR TO DELIVERY AND IN TURN, WILL HELP IMPROVE THE HEALTH OF THE MOM AND BABY. IT WILL ALSO GIVE THE CARE TEAM A BASELINE TO COMPARE TO AT HER POSTPARTUM VISIT. POSTPARTUM SCREENING: - ALL MOMS ARE SCREENED AT THEIR BABY'S 1, 2, 4, AND 6 MONTHS WELL CHILD CHECK, IN ADDITION TO HER 6-WEEK POSTPARTUM VISIT. RESPONSES ARE DOCUMENTATION DIRECTLY INTO THE MOM'S CHART DURING THE WELL CHILD CHECK. THIS PROCESS HELPS ENSURE CONSISTENCY OF CARE BECAUSE THE MOM'S CLINICIANS WILL BE ABLE TO SEE HER SCORES, ALONG WITH ANY ALERTS WITH A HIGH SCORE. - MOTHERS WHO SCREEN POSITIVE ARE OFFERED SUPPORT THROUGH CARE COORDINATION, MENTAL HEALTH RESOURCES, AND COMMUNITY REFERRALS (WHEN APPROPRIATE). ADOLESCENT MENTAL HEALTH: - IN EFFORTS TO HELP CLOSE THE GAP BETWEEN IDENTIFYING AND TIME OF BEHAVIORAL HEALTH CARE, PRIMARY CARE AND BEHAVIORAL HEALTH LEADERS DID A LUNCHEON TRAINING FOR CLINICIANS ON HOW TO ASSIST THOSE THAT CANNOT GET IN RIGHT AWAY FOR CARE AFTER THEY HAVE BEEN IDENTIFIED AS NEEDING MENTAL HEALTH ASSISTANCE. LACTATION LACTATION CAFE: - CHANGED TILE OF MOM & BABY CAFE TO LACTATION CAFE TO BE MORE INCLUSIVE - EARLY 2022, METHODIST AND LAKEVIEW HOSPITALS STARTED TO OFFER THEIR LACTATION CAFES IN PERSON. - IN SEPTEMBER 2022, METHODIST EXPANDED CAFES INTO FOUR PARK NICOLLET CLINICS. ATTENDANCE HAS SLOWLY BEEN INCREASING, MAINLY GIVEN WORD OF MOUTH O WE HAVE A SOMALI TRANSLATOR AT OUR MINNEAPOLIS CLINIC AND SPANISH AT OUR SHAKOPEE CLINIC O WE RECEIVED A GRANT TO HAVE HENNEPIN COUNTY WIC JOIN TWO OF OUR METRO CLINIC CAFES TO HELP SUPPORT PATIENTS AND CONNECT THEM WITH COMMUNITY RESOURCES LACTATION EDUCATION AND SUPPORT RESTRUCTURE: - IN 2022, AN INTERNAL CENTRALIZED LACTATION PAGE WAS BUILT ON MYPARTNER. THIS RESOURCE WILL HELP DIRECT STAFF TO ALL THINGS LACTATION, FROM PHONE NUMBERS, EDUCATION, COMMUNITY RESOURCES, AND EMPLOYEE INFORMATION. LACTATION PARTNERSHIP WITH COUNTY WOMEN, INFANT & CHILDREN'S NUTRITION PROGRAM (WIC): - IN 2022, THE LACTATION TEAMS CONTINUED THEIR JOINT PAID INTERNSHIP OPPORTUNITY FOR INTERESTED LACTATION CANDIDATES OF COLOR INTO A WIC AND REGIONS JOINT-HOSTED IBCLC PROGRAM. THIS INTERNSHIP STARTED AT REGIONS HOSPITAL AND WIC BEGAN IN EARLY 2022.
PART III, CONT. MATERNAL AND NEWBORN CARE - HEALTHY BEGINNINGS: ALL HEALTHPARTNERS CLINICS ARE UNIVERSALLY SCREENING WOMEN FOR SOCIAL DRIVERS OF HEALTH (SDOH) NEEDS AND SUBSTANCE USE AT THEIR INITIAL OB PRENATAL VISIT. THOSE WHO SCREEN POSITIVE ARE OFFERED THE 1:1 SUPPORT OF A HEALTHY BEGINNINGS SPECIALIST, WHO HELPS CONNECT THE PATIENT TO NEEDED RESOURCES OR COACHES THAT PATIENT BY HELPING THEM SET GOALS AND CREATE A PRACTICAL PLAN TO REACH SOBRIETY AND PARENTING GOALS; THIS INCLUDES IBCLC SPECIALIZED SUPPORT AND GUIDANCE ALONGSIDE OPIOID AVOIDANCE MAINTENANCE MEDICATION. - BY ADDING THE SDOH QUESTIONS, WE HAVE MORE THAN DOUBLED OUR REFERRALS TO HEALTHY BEGINNINGS. - HEALTHY BLACK PREGNANCY PRE AND POST JOURNEY MAPPING: IN PARTNERSHIP WITH A LOCAL CONSULTANT AGENCY AND COMMUNITY PARTNERS, WE INTERVIEWED 60 BLACK WOMEN FROM THEIR INITIAL PRENATAL VISIT THROUGH BIRTH REGARDING THEIR EXPERIENCE AT HEALTHPARTNERS/PARK NICOLLET. INFORMATION WAS GATHERED VIA PHONE CALLS, VIDEO FEEDBACK AND LARGE VIRTUAL GROUPS. THE REPORT OUT WAS IN JUNE 2022, FROM WHICH WORKGROUPS WERE THEN CREATED TO FOCUS ON IMPROVEMENT EFFORTS IDENTIFIED DURING THIS ASSESSMENT. - COMMUNITY CIRCLES: ONE THING THAT WE HEARD LOUD AND CLEAR FROM BLACK PATIENTS WAS THE NEED FOR A FORUM TO BRING OTHER BLACK WOMEN TOGETHER WHERE THEY CAN SHARE THEIR EXPERIENCES AND TIPS/TRICKS AND NOT FEEL SO ISOLATED. THIS IS OFFERED IN A VIRTUAL FORMAT AND TWICE A MONTH. THEY ARE FACILITATED BY TWO COMMUNITY CONSULTANTS THAT HELPED WITH THE ORIGINAL PROJECT AND INTERVIEWS. - PERINATAL ANALYSIS: IN 2022, WE HAVE COMPLETED THE DEVELOPMENT OF OUR COMPREHENSIVE PERINATAL ANALYSIS, WHICH INCLUDES KEY STATE PERINATAL SAFETY MEASURES AND WILL HELP OUR TEAMS DEVELOP CONSISTENT DEFINITIONS AND ESTABLISH BEST PRACTICE IN THE IDENTIFICATION, METHOD OF TREATMENT AND PREVENTION MODELS TO REDUCE COSTS AND COMPLICATION RATES. - EVERYDAY MIRACLES: WE CONTINUE TO OFFER HELP IN COVERING THE COST OF PRENATAL CLASSES AT EVERYDAY MIRACLES. WHICH WILL HELP IN PROVIDING MORE CULTURALLY RELEVANT SUPPORT TO FAMILIES. ADOLESCENT HEALTH - TEEN LEADERSHIP COUNCIL: IN 2022, CHI LEADERS CONTINUED THEIR PARTNERSHIP WITH THE POWERUP TEEN LEADERSHIP COUNCIL. THEY REACHED OUT TO THEM ON WHAT THEY THOUGHT WERE IMPORTANT TOPICS TO COVER WITH TEENS, INCLUDING HOW TO TALK TO THEM ABOUT IT. ONE TOPIC THAT WAS THOROUGH DISCUSSED WAS SCREEN-TIME AND USE, WHICH WE WILL BE INCORPORATING INTO A 2023 REFRESH TRAINING VIDEO. - LONG ACTING REVERSIBLE CONTRACEPTION: THE GROUP WILL CONTINUE TO WORK ON EXPANDING TIMELY ACCESS TO LONG ACTING REVERSIBLE CONTRACEPTION BY IMPLEMENTING TRAINING OPPORTUNITIES ACROSS HEALTHPARTNERS CLINICS, AND WORK WITH THE PATIENT PRIVACY WORK GROUP TO SUPPORT CLINICAL GUIDANCE FOR MINOR CONSENT. LITTLE MOMENTS COUNT LITTLE MOMENTS COUNT: LMC IS A GROWING SOCIAL MOVEMENT SEEKING TO INCREASE AWARENESS OF THE IMPORTANCE AND INCREASE PARENT AND CAREGIVER BEHAVIORS OF TALKING, PLAYING, READING, SINGING AND STORYTELLING WITH CHILDREN, IN THE FIRST 1000 DAYS OF LIFE (0-3 YEARS OLD). LMC ACHIEVES THIS THROUGH COLLECTIVE IMPACT PARTNERSHIP WITH OVER 70 CROSS-SECTOR ORGANIZATIONS, INCLUDING EARLY CHILDHOOD, HEALTHCARE, NON-PROFIT COMMUNITY AND CULTURAL, FAITH COMMUNITY, MEDIA, GOVERNMENTAL AND OTHER PRIVATE SECTOR ORGANIZATIONS. LMC PARTNERS WORK TOGETHER TO MAGNIFY KEY FAMILY SUPPORT RESOURCES AND OPPORTUNITIES, AS WELL AS IDENTIFY GAPS TO FILL THROUGH COLLECTIVE IMPACT STRATEGIES. IN 2022, LMC REACHED MANY MINNESOTA AND WI FAMILIES AND PROFESSIONALS THROUGH: - OVER 14 MILLION MN PUBLIC RADIO (MPR) RADIO AND DIGITAL PUBLIC SERVICE ANNOUNCEMENTS (PSAS). - OVER 90,000 PRINTS, 525,000 RADIO AND 182,000 DIGITAL CULTURAL COMMUNITY MEDIA IMPRESSIONS WITHIN LATINX, HMONG, SOMALI, AFRICAN AMERICAN AND INDIGENOUS COMMUNITIES THROUGH STRATEGIC TRUSTED COMMUNITY MEDIA AND SOCIAL MEDIA PARTNERSHIPS. - REACHING APPROXIMATELY 22,000 COMMUNITY EVENT IMPRESSIONS THROUGH LARGE EVENTS LIKE THE MN STATE FAIR, AND SMALLER COMMUNITY OUTREACH EFFORTS, LIKE THE RAMSEY COUNTY MOTHER'S FIRST COMMUNITY BABY SHOWER. - OVER 1000 VIEWS OF THE LMC ANNUAL CONFERENCE FEATURING KEYNOTE SPEAKER, DR. ROSEMARIE ALLEN, MED, "RACISM AND THE DEVELOPING BRAIN." - 150,000 FAMILIES RECEIVING REACH OUT & READ EARLY BRAIN DEVELOPMENT EDUCATION AND OVER 214,000 CHILDREN'S BOOKS AT WELL CHILD VISITS ACROSS 10 HEALTH CARE SYSTEMS. - OVER 1100 FAMILY LMC LEARN SURVEY RESPONSES FROM AFRICAN AMERICAN, LATINX, HMONG, SOMALI, INDIGENOUS AND MEDICAID-INSURED COMMUNITIES SHOWING COMMUNITY-SPECIFIC ASSETS AND NEEDS TO HELP GUIDE LMC STRATEGY IN THE FUTURE. - OVER 5000 FAMILIES REACHED THROUGH A NEW FAMILY BIRTH CENTER PILOT INTRODUCING LMC RESOURCES TO NEW PARENTS DELIVERING AT 5 MN FAMILY BIRTH CENTERS. - IN PARTNERSHIP WITH THE ITASCA PROJECT, NEW AND ENHANCED EMPLOYER COMMUNICATION CAMPAIGN AND FAMILY SUPPORT BEST PRACTICES AND POLICY EXAMPLES TOOLS.
PART III, CONT. POWERUP AND POWERUP SCHOOL CHALLENGE POWERUP: THE POWERUP INITIATIVE MAKES IT EASY AND FUN FOR EVERYONE TO EAT BETTER, MOVE MORE AND LIVE HEALTHIER LIVES. WE DO THIS IMPORTANT WORK IN PARTNERSHIP WITH OUR MEMBERS, PATIENTS, COLLEAGUES AND COMMUNITIES THROUGH PROGRAMS, TOOLS AND RESOURCES THAT SUPPORT AND INSPIRE CHANGE. POWERUP HAS A SPECIAL FOCUS ON KIDS AND FAMILIES BECAUSE CHILDHOOD OVERWEIGHT AND OBESITY TRIPLED IN THE PAST 30 YEARS AND REMAINS A CRITICAL ISSUE FOR THE FUTURE OF CHILDREN'S HEALTH. RESEARCH SHOWS THAT TODAY, KIDS ARE EXPECTED TO LIVE SHORTER, LESS HEALTHY LIVES THAN THEIR PARENTS FOR THE FIRST TIME. RESEARCH ALSO SHOWS THAT IT TAKES A MULTI-LEVEL APPROACH, INCLUDING SCHOOLS, ORGANIZATIONS AND THE ENTIRE COMMUNITY WORKING TOGETHER TO CHANGE THESE TRENDS. IN 2022, THE POWERUP COMMUNITY HEALTH INITIATIVE CONTINUED TO INSPIRE AND SUPPORT KIDS AND FAMILIES TO EAT BETTER, MOVE MORE AND FEEL GOOD, WHILE INCREASING FOCUS AND COMMITMENT TO EQUITY AND THE NUMEROUS FACTORS THAT INFLUENCE HEALTH AND WELL-BEING IN CHILDREN. NEW RESOURCES WERE CREATED TO EXPAND RESOURCES FOCUSED ON "FEELING GOOD" WITH WAYS TO RELAX AND RECHARGE, AND RESOURCES WERE TRANSLATED INTO THREE ADDITIONAL LANGUAGES, SPANISH, HMONG AND SOMALI. COMMUNITY OUTREACH WAS ROBUST, BOTH VIRTUAL AND IN PERSON, AND IN 2022, POWERUP REACHED 64,686+ VIRTUALLY, THROUGH CLASSES, WEBSITE, AND E-NEWSLETTERS, AND 8,05 KIDS AND FAMILIES AT 50 COMMUNITY EVENTS. POWERUP SCHOOL CHALLENGE: THE SCHOOL CHALLENGE IS AN INNOVATIVE PROGRAM FOCUSED ON ENCOURAGING ELEMENTARY-AGED STUDENTS TO GET CURIOUS AND EXCITED TO TRY FRUITS AND VEGGIES AND MOVE THEIR BODIES IN FUN, NEW WAYS. IN 2022, SCHOOLS TOLD US IT IS A PRIORITY TO HELP STUDENTS FEEL GOOD AND RECHARGE THEIR BODIES AND BRAINS. THEREFORE, "FEEL GOOD" WAS ADDED AS A KEY FOCUS ALONGSIDE "EAT BETTER AND "MOVE MORE," HELPING KIDS EXPLORE THE MIND-BODY CONNECTION AND WAYS TO RELAX AND RECHARGE. THE SCHOOL CHALLENGE PIVOTED TO INCREASE FLEXIBILITY AND ADAPTABILITY FOR ANY LEARNING PLATFORM, WHETHER INSIDE A CLASSROOM OR VIRTUALLY FROM HOME. THE CHALLENGE OFFERS EASY MODULES WITH DIGITAL TOOLS, RESOURCES, AND LESSON PLANS, ALLOWING TEACHERS TO CHOOSE WHEN, WHERE, AND HOW TO USE THEM WITH THEIR CLASS. TEACHERS CAN NOW PARTICIPATE AS AN INDIVIDUAL CLASSROOM OR AS PART OF AN OVERALL SCHOOL PROGRAM. THIS PROGRAM IS PROVIDED AT NO COST TO SCHOOLS OR YOUTH ORGANIZATIONS. BY PARTICIPATING, TEACHERS AND YOUTH LEADERS: - CHOOSE WHEN, WHERE AND HOW TO IMPLEMENT THE CHALLENGE - SUPPORT AND ENCOURAGE STUDENTS TO EAT BETTER, MOVE MORE AND FEEL GOOD - EARN CLASSROOM INCENTIVES TO FURTHER PROMOTE STUDENT WELL-BEING - RECEIVE FUN AND ENGAGING POWERUP RESOURCES TO SHARE WITH STUDENTS AND - FAMILIES, AVAILABLE IN MULTIPLE LANGUAGES - ARE GUIDED THROUGH THE CHALLENGE WITH WEEKLY PROGRAM COMMUNICATIONS - PRIORITIZE STUDENT WELLNESS AND DO WHAT'S BEST FOR KIDS! NOW GOING INTO ITS TENTH YEAR, THE CLASSROOM-BASED PROGRAM INCLUDES MORE THAN 50 SCHOOLS AND ON AVERAGE, REACHES MORE THAN 19,000 STUDENTS THROUGHOUT THE REGION. AS A RESULT OF PARTICIPATING IN THE CHALLENGE, 83% OF STAFF AND 74% OF FAMILIES REPORTED POSITIVE CHANGES IN THE EATING HABITS, OBSERVING KIDS EATING MORE FRUITS AND VEGETABLES. POWER UP SCHOOL CHALLENGE AND HEALTH EQUITY: POWERUP IS ACTIVELY TRYING TO REACH AND RECRUIT MORE VULNERABLE COMMUNITIES TO PARTICIPATE IN THE SCHOOL CHALLENGE. USING THE CENTER FOR DISEASE CONTROL'S SOCIAL VULNERABILITY INDEX, WHICH USES CENSUS VARIABLES TO IDENTIFY COMMUNITIES THAT NEED EXTRA SUPPORT, WE REASSESSED OUR RECRUITMENT STRATEGY TO TARGET SOCIALLY VULNERABLE DISTRICTS AND ZIPS CODES THROUGH PARTNERSHIPS, OUTREACH AND SOCIAL MEDIA ADS. WITH OUR INCREASED FOCUS ON SOCIAL NEEDS AND HEALTH EQUITY, POWERUP CONVENED THE NEWLY FORMED COMMUNITY HEALTH EDUCATION ADVISORY COUNCIL AT HEALTHPARTNERS TO REVIEW AND ADVISE ON THE POWERUP FAMILY MAGAZINE, DISTRIBUTED TO KIDS AND FAMILIES DURING THE SCHOOL CHALLENGE. THE GROUP PROVIDED THEIR PERSPECTIVES AND INSIGHTS, KEEPING IN MIND INCLUSIVENESS, CULTURAL RELEVANCE, HEALTH LITERACY, PHYSICAL ABILITIES AND BODY SIZES, AND SOCIAL NEEDS. SUPERSHELF: HEALTHPARTNERS AND LAKEVIEW HOSPITAL ARE FOUNDING PARTNERS OF SUPERSHELF, AN INNOVATIVE PROJECT TO TRANSFORM FOOD SHELVES BY OFFERING A POSITIVE, GROCERY STORE-LIKE EXPERIENCE FOR MEMBERS TO ACCESS HEALTHY AND APPEALING FOODS. SUPERSHELF USES BEHAVIORAL ECONOMICS TO MAKE THE HEALTHIEST CHOICE THE EASIEST CHOICE WHILE RESPECTING INDIVIDUAL PREFERENCES. THERE ARE NOW 40 SUPERSHELF SITES ACROSS MINNESOTA WHO PROVIDE A WELCOMING AND DIGNIFIED EXPERIENCE FOR COMMUNITY MEMBERS WHO ARE FOOD INSECURE TO ACCESS APPEALING, HEALTHY FOOD. HTTPS://WWW.SUPERSHELFMN.ORG/ MAKE IT OK MAKE IT OK IS A COMMUNITY CAMPAIGN TO REDUCE STIGMA BY INCREASING UNDERSTANDING AND CREATING CARING CONVERSATIONS ABOUT MENTAL ILLNESS. MAKE IT OK IS CELEBRATING 10 YEARS OF PROGRESS IN HELPING TO STOP THE STIGMA OF MENTAL ILLNESSES. LAUNCHED IN COLLABORATION WITH HEALTHPARTNERS, REGIONS HOSPITAL, THE NATIONAL ALLIANCE ON MENTAL ILLNESS (NAMI), AND OTHER PARTNERS, THE CAMPAIGN WORKS THROUGH COMMUNITY ENGAGEMENT, TRAINED AMBASSADORS, PARTNERS, ONLINE RESOURCES AND MORE TO MOBILIZE AND SHARE MAKE IT OK THROUGHOUT COMMUNITIES. BY CREATING OPEN AND CARING CONVERSATIONS AND HELPING TO CHANGE ATTITUDES ABOUT MENTAL HEALTH AND ILLNESSES, MAKE IT OK IS INCREASING UNDERSTANDING AND REDUCING THE STIGMA SO THOSE LIVING WITH A MENTAL ILLNESS GET THE CARE AND SUPPORT THEY DESERVE. READ MORE IN THE 10-YEAR REPORT AT HTTPS://MAKEITOK.ORG/WP-CONTENT/UPLOADS/2022/12/2012-22_HP_MAKE_IT_OK_RE PORT_UA_COMPLIANT_CC.PDF 2022 MAKE IT OK HIGHLIGHTS: IN 2022, MAKE IT OK CONTINUED TO EXPAND REACH AND ENGAGEMENT: - 209 AMBASSADORS TRAINED THROUGH 17 VIRTUAL TRAININGS - 533 REACHED THROUGH 32 VIRTUAL PRESENTATIONS - 2,175 ENGAGED IN MAKE IT OK WITH A FULL RETURN TO COMMUNITY EVENTS - LAUNCHED RESOURCES TO PROMOTE MENTAL WELL-BEING AND RESILIENCY, REDUCE STIGMA OF SUBSTANCE USE DISORDER, AND EQUIP ADULTS TO EFFECTIVELY SUPPORT YOUTH MENTAL HEALTH. HEALTH EQUITY CHAMPIONS - THE HEALTHPARTNERS HEALTH EQUITY CHAMPIONS PROGRAM CONTINUED IN 2022. THE CHAMPIONS ARE STAFF MEMBERS AND PROVIDERS WHO RECEIVE EXPERT TRAINING SO THEY CAN BECOME ADVOCATES AND SERVE AS LOCAL RESOURCES FOR THEIR COLLEAGUES IN CARING FOR PATIENTS FROM DIVERSE CULTURES AND THOSE WITH LIMITED ENGLISH PROFICIENCY. - NEARLY 338 CHAMPIONS WERE PARTICIPATING BY END OF 2022; WE HAD 52 NEW CHAMPIONS JOIN US THIS YEAR. - IN ADDITION TO PRODUCING CULTURE ROOTS, THE HEALTH EQUITY CHAMPIONS TEAM DISTRIBUTED ANNOUNCEMENTS TO HELP INCREASE CHAMPIONS' AWARENESS OF AND PARTICIPATION OF VARIOUS HEALTH-EQUITY-RELATED EVENTS AND ACTIVITIES.
PART III, CONT. - WE CONTINUE TO USE OUR TEAMS CHANNEL TO COMMUNICATE IN REAL TIME TO SHARE INSIGHTS, NEWS AND ANNOUNCEMENTS. CHAMPIONS OPT-IN TO THIS DEDICATED TEAMS SPACE. CURRENTLY, 113 MEMBERS STAY CONNECTED THROUGH THIS CHANNEL. - OUR 2022 ANNUAL EVENT WAS HELD VIRTUALLY IN OCTOBER. THE TOPIC WAS ON AGEISM. OUR PRESENTER WAS DR. RAJEAN MOONE, ASSOCIATE DIRECTOR OF EDUCATION AT THE CENTER FOR HEALTHY AGING & INNOVATION AT THE UNIVERSITY OF MINNESOTA. DR. MOONE'S PRESENTATION INCLUDED AN AGE-FRIENDLY ORGANIZATION ASSESSMENT TOOL THAT WE CAN USE TO ADDRESS AGEISM IN OUR ORGANIZATION'S CULTURE, PRACTICES AND POLICIES. - THE HEALTH EQUITY CHAMPIONS PROGRAM HELD FOUR QUARTERLY TEAMS PRESENTATIONS IN 2022 TO HELP CHAMPIONS STAY UPDATED ON HEALTH EQUITY ACTIVITIES, PROGRAMS AND INITIATIVES HAPPENING ACROSS OUR SYSTEM. EACH PRESENTATION FOCUSED ON INITIATIVES CASCADING UP TO THE "ELIMINATING DISPARITIES" CORNERSTONE OF OUR ORGANIZATION'S EQUITY, INCLUSION AND ANTI-RACISM WORK. TOPICS INCLUDED HEALTH EQUITY RESEARCH UPDATES, THE HEALTHPARTNERS CHILDREN'S HEALTH COUNCIL, USING OUR ORGANIZATION'S FRAMEWORK FOR DESIGNING FOR EQUITY, AND OUR ADDRESSING HEALTH DISPARITIES MAINTENANCE OF CERTIFICATION (MOC) PROJECT. - WE HELD TWO "COMMUNITY ORGANIZATION SPOTLIGHTS," DESIGNED TO HIGHLIGHT ORGANIZATIONS THAT HAD VOLUNTEER OPPORTUNITIES AND WHOSE MISSION ALIGNED WITH OUR VISION TO ADVANCE EQUITY AND INCLUSION AND ELIMINATE RACISM. - CHAMPIONS CONTINUED TO HAVE OPPORTUNITIES THIS YEAR TO PARTICIPATE IN SMALL-GROUP FEEDBACK SESSIONS OR PILOT TRAININGS TO LEND A DIVERSITY LENS TO VARIOUS PROJECTS WE HAVE HAPPENING ACROSS THE ORGANIZATION. EARLY IN 2022, WE SENT OUT A SURVEY TO CHAMPIONS ASKING THEM ABOUT THE ORGANIZATIONS THEY VOLUNTEER WITH. THIS WAS IN PARTNERSHIP WITH COMMUNITY RELATIONS. WE EVALUATED THE RESPONSES TO INFORM HOW WE MIGHT PROCEED WITH OUR VOLUNTEER SPOTLIGHT PRESENTATIONS DONE THROUGHOUT 2022. WE SENT OUT AN INVITATION IN OCTOBER FOR CHAMPIONS TO PARTICIPATE IN FOCUS GROUPS TO DISCUSS MEMBER COMMUNICATION FOR INDIGENOUS POPULATIONS. - CULTURE ROOTS: WE HAVE EXTENSIVE INTERNAL COMMUNICATIONS TO BUILD STAFF UNDERSTANDING AND CAPABILITIES IN CULTURAL HUMILITY. THE BIMONTHLY "CULTURE ROOTS" NEWSLETTER CONTINUES TO BE AN ORGANIZATION-WIDE EDUCATIONAL TOOL. THE CULTURE ROOTS SUBSCRIBER LIST IS CURRENTLY AT 841. TOPICS FOR 2022 INCLUDED ADDRESSING BREASTFEEDING DISPARITIES, PARTNERING TO ADVANCE HEALTH LITERACY, ELIMINATING DISPARITIES IN CHILDHOOD IMMUNIZATIONS, AGEISM IN HEALTH CARE, AND IMPROVING ACCESSIBILITY TO ADVANCE HEALTH EQUITY. 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 DONATED TO SUPPORT THE COMMUNITY AND OUR HOSPITAL FOUNDATIONS' MISSIONS THROUGH OUR ANNUAL EMPLOYEE GIVING CAMPAIGN CALLED THE ONE CAMPAIGN AS WELL AS PARTICIPATING IN FUNDRAISING WALKS. ADDITIONALLY, HEALTHPARTNERS PARTICIPATED IN OUTDOOR COMMUNITY FESTIVALS AND EVENTS PROVIDING OUTREACH AND EDUCATION RESOURCES TO THE COMMUNITY ON A VARIETY OF HEALTH TOPICS, INCLUDING LGBTQ+, MENTAL HEALTH, IMMUNIZATIONS AND MORE. ADDITIONAL COMMUNITY BENEFIT ACTIVITIES CAN BE FOUND ON THE HEALTHPARTNERS INC 990.
FORM 990, PART VI, SECTION A, LINE 2 JULIE BUNDE AND STEVEN BUNDE ARE BOTH OFFICERS AT GHI AND ARE MARRIED.
FORM 990, PART VI, SECTION A, LINE 6 GHI HAS ASSOCIATE 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 FROM AN AFFILIATED ORGANIZATION 114,798,827. FASB 158 PENSION ADJUSTMENT -55,656,461. FAIR MARKET VALUATION ADJUSTMENT -5,425,937.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2021


Additional Data


Software ID:  
Software Version:  
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
2021
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
8170 33RD AVE S PO BOX 1309

MPLS,MN554401309
20-2287016
CORPORATE PLANNING AND OVERSIGHT WI 501(C)(3) 509(A)(3) TYPE I HPI - RAMSEY
 
 
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 HEALTHPARTNERS INC
 
 
No
(9)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
(10)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
(11)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) 170(B)(1) (A)(VI) LAKEVIEW HEALTH
 
 
No
(12)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)(III) LAKEVIEW HEALTH
 
 
No
(13)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
(14)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
(15)WESTFIELDS HOSPITAL INC
8170 33RD AVE S PO BOX 1309

MPLS,MN554401309
39-0808442
HOSPITAL WI 501(C)(3) 170(B)(1) (A)(III) RH-WISCONSIN INC
 
 
No
(16)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
(17)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
(18)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
(19)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
(20)PARK NICOLLET HEALTH CARE PRODUCTS
6500 EXCELSIOR BLVD

ST LOUIS PARK,MN55426
01-0638901
DURABLE MEDICAL EQUIPMENT AND OTHER HEALTH CARE RETAIL SALES MN 501(C)(3) 509(A)(3) TYPE I PARK NICOLLET HEALTH SERVICES
 
 
No
(21)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
(22)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
(23)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
(24)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
(25)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
(26)HUTCHINSON HEALTH FOUNDATION
8170 33RD AVE S PO BOX 1309

MPLS,MN554401309
36-3317820
PROVIDE SUPPORT TO HOSPITAL MN 501(C)(3) 170(B)(1) (A)(VI) HUTCHINSON HEALTH
 
 
No
(27)HEALTHPARTNERS RC
8170 33RD AVE S PO BOX 1309

MPLS,MN554401309
84-4261122
HOSPITAL MN 501(C)(3) 170(B)(1)(A)(III) PARK NICOLLET HEALTH SERVICES
 
 
No
(28)OLIVIA HOSPITAL & CLINIC FOUNDATION
8170 33RD AVE S PO BOX 1309

MPLS,MN554401309
41-1839619
PROVIDE SUPPORT TO HOSPITAL MN 501(C)(3) 509(A)(3) TYPE I HEALTHPARTNERS RC
 
 
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
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




Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
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 141,012,861 CASH AMOUNT
(2) HEALTHPARTNERS INC - HEALTHCARE SERVICES

L 133,276,130 CASH AMOUNT




Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
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) 2021
Schedule R (Form 990) 2021
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) 2021

Additional Data


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