TY 2022 Form 990

- TIN:

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)

Do not enter social security numbers on this form as it may be made public.

Go to www.irs.gov/Form990 for instructions and the latest information.

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: Address change Name change Initial return Final return/terminated Amended return Application pending

CName of organization
MASS GENERAL BRIGHAM HEALTH PLAN INC

Doing business as

Number and street (or P.O. box if mail is not delivered to street address)
399 REVOLUTION DRIVE 645

Room/suite

City or town, state or province, country, and ZIP or foreign postal code
SOMERVILLE, MA021451446

D Employer identification number

04-2932021

E Telephone number

G Gross receipts $ 933,769,004

F Name and address of principal officer:
STEVEN J TRINGALE
399 REVOLUTION DRIVE
SOMERVILLE,MA02145

Tax-exempt status: 501(c)(3) 501(c) ( 4 ) LeftBullet

(insert no.) 4947(a)(1) or 527

Website:

WWW.MASSGENERALBRIGHAMHEALTHPLAN.ORG

H(a)

Is this a group return for
subordinates? Yes No

H(b)

Are all subordinates
included?

Yes No

If "No," attach a list. See instructions.

H(c)

Group exemption number MediumBullet

K Form of organization: Corporation Trust Association Other MediumBullet

L Year of formation: 1986

M State of legal domicile: MA

Part I

Summary

1	Briefly describe the organization’s mission or most significant activities: MASS GENERAL BRIGHAM HEALTH PLAN'S MISSION IS TO PROMOTE THE HEALTH AND WELLNESS OF OUR MEMBERS, AND TO HELP ENSURE EQUITABLE, AFFORDBALE HEALTH CARE FOR THE DIVERSE COMMUNITIES WE SERVE.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	10
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	7
5	Total number of individuals employed in calendar year 2021 (Part V, line 2a) ......	5	0
6	Total number of volunteers (estimate if necessary) .............	6	0
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

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	0	0
9	Program service revenue (Part VIII, line 2g) .........	868,839,866	910,582,899
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	4,636,857	1,137,255
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	0	0
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	873,476,723	911,720,154
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	0	0
14	Benefits paid to or for members (Part IX, column (A), line 4).....	785,172,940	835,832,148
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	40,910,337	42,943,327
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	58,608,003	68,422,771
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	884,691,280	947,198,246
19	Revenue less expenses. Subtract line 18 from line 12.......	-11,214,557	-35,478,092
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	334,419,352	323,847,785
21	Total liabilities (Part X, line 26).............	175,566,059	199,561,298
22	Net assets or fund balances. Subtract line 21 from line 20.....	158,853,293	124,286,487

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

	Signature of officer	Date

	Type or print name and title

Paid Preparer Use Only

Print/Type preparer's name

Preparer's signature

Date

Check if
self-employed

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) ..........YesNo

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..............

Briefly describe the organization’s mission: SEE SCHEDULE O

Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ..................... Yes No

If "Yes," describe these new services on Schedule O.

Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ........................... Yes No

If "Yes," describe these changes on Schedule O.

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 $ 934,497,284 including grants of $ 0 ) (Revenue $ 910,582,899 )
	HEALTH CARE DELIVERY: MASS GENERAL BRIGHAM HEALTH PLAN PROMOTES THE GENERAL WELFARE OF THE PEOPLE IN THE COMMUNITY BY FACILITATING THE DELIVERY OF COMPREHENSIVE HEALTH SERVICES ON A PREPAID BASIS TO MEMBERS AT 2,136 PRIMARY CARE LOCATIONS. FULLY INSURED MEMBERS INCLUDE APPROXIMATELY 124,000 INDIVIDUALS COVERED BY MEDICAID, SMALL AND LARGE EMPLOYER GROUPS AND LOW-INCOME, HIGH-RISK INDIVIDUALS. DURING 2022, MEMBERS INCURRED APPROXIMATELY 1.9 MILLION AMBULATORY ENCOUNTERS AND INCURRED APPROXIMATELY 45,000 HOSPITAL PATIENT DAYS. MASS GENERAL BRIGHAM HEALTH PLAN OFFERS MEMBERS ACCESS TO 8,292 PRIMARY CARY PHYSICIANS AND OVER 50,000 SPECIALTY CARE PROVIDERS. SINCE 2008 MASS GENERAL BRIGHAM HEALTH PLAN HAS BEEN ACCREDITED BY THE NATIONAL COMMITTEE FOR QUALITY ASSURANCE (NCQA). NCQA ACCREDITATION SURVEY PROCESS INCLUDES ON AND OFF SITE EVALUATIONS OF OVER 60 STANDARDS AND PERFORMANCE MEASURES CONDUCTED BY A TEAM OF PHYSICIANS AND MANAGED CARE EXPERTS. EVERY PART OF MASS GENERAL BRIGHAM HEALTH PLAN HEALTHCARE DELIVERY SYSTEM WAS EVALUATED INCLUDING PHYSICIANS, HOSPITALS, AFFILIATED PROVIDERS, AND ADMINISTRATIVE SERVICES. MASS GENERAL BRIGHAM HEALTH PLAN VOLUNTARILY PURSUED NCQA ACCREDITATION AND WILL CONTINUE TO STRIVE FOR THIS RECOGNITION BECAUSE WE KNOW OUR MEMBERS DESERVE THE HIGHEST QUALITY CARE. IN THE LATEST HEALTH PLAN SURVEY RATINGS, WE ACHIEVED A 4.5 OUT OF 5.0-STAR RATING FOR BOTH OUR COMMERCIAL AND MEDICAID PLANS, WHICH IS CONSIDERED EXCELLENT.

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 expenses934,497,284

Form 990 (2021)

Page 3

Part IV

Checklist of Required Schedules

Yes

Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule A.....................

Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. ...

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 I.............

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 II.........

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 III..

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 I Click to see attachment

List of Attached Documents:

// Content

.........................

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 II Click to see attachment

List of Attached Documents:

// Content

....

Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part III Click to see attachment

List of Attached Documents:

// Content

..............

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 IV Click to see attachment

List of Attached Documents:

// Content

..............

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......

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.

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

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 VII Click to see attachment

List of Attached Documents:

// Content

.......

11b

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 VIII Click to see attachment

List of Attached Documents:

// Content

.......

11c

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 IX Click to see attachment

List of Attached Documents:

// Content

............

11d

Yes

Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part X Click to see attachment

List of Attached Documents:

// Content

11e

Yes

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 X Click to see attachment

List of Attached Documents:

// Content

11f

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

Yes

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

Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E

14a

Did the organization maintain an office, employees, or agents outside of the United States? .....

14a

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

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.....

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...

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. ....

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............

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...................

20a

Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....

20a

If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?

20b

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.....

Form 990 (2021)

Page 4

Part IV

Checklist of Required Schedules (continued)

Yes

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........

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

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

Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...

24b

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

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 ....

25a

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.......................

25b

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 II...........

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 III.........................

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 current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................

28a

A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....

28b

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

Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..

Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................

Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I

Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................

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

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

Yes

35a

Did the organization have a controlled entity within the meaning of section 512(b)(13)?

35a

Yes

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

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.............

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 VI Click to see attachment

List of Attached Documents:

// Content

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. ............

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

Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ..

1,458

Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable .

Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................

Yes

Form 990 (2021)

Page 5

Part V

Statements Regarding Other IRS Filings and Tax Compliance (continued)

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 ..................

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.

Did the organization have unrelated business gross income of $1,000 or more during the year?...

If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...

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)? ..

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).

Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..

Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?

If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............

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? ...

If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................

Organizations that may receive deductible contributions under section 170(c).

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? ....................

If "Yes," did the organization notify the donor of the value of the goods or services provided? .....

Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................

If "Yes," indicate the number of Forms 8282 filed during the year ....

Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?

Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..

If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................

If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................

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? ........

Sponsoring organizations maintaining donor advised funds.

Did the sponsoring organization make any taxable distributions under section 4966?........

Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...

Section 501(c)(7) organizations. Enter:

Initiation fees and capital contributions included on Part VIII, line 12 ...

10a

Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities

10b

Section 501(c)(12) organizations. Enter:

Gross income from members or shareholders .........

11a

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

If "Yes," enter the amount of tax-exempt interest received or accrued during the year.

12b

Section 501(c)(29) qualified nonprofit health insurance issuers.

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

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

Enter the amount of reserves on hand ............

13c

14a

Did the organization receive any payments for indoor tanning services during the tax year?.....

14a

If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..

14b

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.

Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.

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.

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

Enter the number of voting members of the governing body at the end of the tax year

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.

Enter the number of voting members included in line 1a, above, who are independent

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? .................

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? .

Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .

Did the organization become aware during the year of a significant diversion of the organization’s assets? .

Did the organization have members or stockholders? ................

Yes

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? ....................

Yes

Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................

Yes

Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:

The governing body? .......................

Yes

Each committee with authority to act on behalf of the governing body? ............

Yes

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.......

Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)

Yes

10a

Did the organization have local chapters, branches, or affiliates? ............

10a

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

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

Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................

12b

Yes

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

Did the organization have a written whistleblower policy? ...............

Yes

Did the organization have a written document retention and destruction policy? .........

Yes

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?

The organization’s CEO, Executive Director, or top management official ...........

15a

Yes

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

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

List the states with which a copy of this Form 990 is required to be filed MediumBullet

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.

Own website Another's website Upon request Other (explain in Schedule O)

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.

State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBullet

TAK TANG CONTROLLER399 REVOLUTION DRIVE SUITE 645 SOMERVILLE,MA02145 (857) 282-3317

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.

List all of the organization’s current key employees, if any. See the instructions for definition of "key employee."

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.

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.

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
(A) Name and title
(1) STEVEN J TRINGALE...................................................................... PRESIDENT & DIRECTOR	50.00 ................. 1.00	X	X		0	868,052	46,309
(2) ALAN ANTHONY JAMES...................................................................... DIRECTOR	1.00 ................. 50.00	X			0	803,809	87,758
(3) MATTHEW FISHMAN...................................................................... DIRECTOR	1.00 ................. 50.00	X			0	483,478	83,453
(4) CLARITZA N ABREU...................................................................... DIRECTOR	1.00 ................. 1.00	X			0	0	0
(5) RICHARD E HOLBROOK...................................................................... DIRECTOR	1.00 ................. 1.00	X			0	0	0
(6) JAMES W HUNT JR...................................................................... DIRECTOR	1.00 ................. 1.00	X			0	0	0
(7) LESLEE L KILEY...................................................................... DIRECTOR	1.00 ................. 1.00	X			0	0	0
(8) ANTONIA G MCGUIRE...................................................................... DIRECTOR	1.00 ................. 1.00	X			0	0	0
(9) RAUL MEDINA...................................................................... DIRECTOR	1.00 ................. 1.00	X			0	0	0
(10) ANNE M WILKINS...................................................................... DIRECTOR	1.00 ................. 1.00	X			0	0	0
(11) NIYUM GANDHI...................................................................... TREASURER	1.00 ................. 50.00		X		0	1,746,250	142,564
(12) JOHN R HIGHAM ESQ...................................................................... SECRETARY	1.00 ................. 50.00		X		0	440,853	78,621
(13) LUCIA SILVA...................................................................... CHIEF FINANCIAL OFFICER	50.00 ................. 1.00		X		0	455,655	36,707
(14) LINDSAY E JUBELT MD...................................................................... CHIEF POPULATION HEALTH OFF., CMO	50.00 ................. 1.00			X	0	917,215	28,216
(15) FARAH SHAFI...................................................................... DEPUTY CHIEF MEDICAL OFFICER	50.00 ................. 1.00			X	0	559,777	34,328
(16) SUJATA SANGHVI...................................................................... CHIEF ACTUARY	50.00 ................. 1.00			X	0	524,389	61,849
(17) MARK MCCORMICK...................................................................... CHIEF OPERATING OFFICER	50.00 ................. 1.00			X	0	479,994	46,374

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)				(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
(A) Name and title
(18) JENNIFER B ST THOMAS........................................................................ SVP OF SALES	50.00 .......................1.00	X			0	431,567	64,124
(19) ALICE MOORE........................................................................ SVP LEGAL, REGULATORY AFFAIRS &	50.00 .......................1.00	X			0	302,042	63,375
(20) RONI MANSUR........................................................................ VP PRODUCT MANAGEMENT	50.00 .......................1.00	X			0	321,706	22,301
(21) KATHARINE K LEESON........................................................................ CHIEF OF STAFF & VP OF CORP. SV	50.00 .......................1.00	X			0	296,286	45,685
(22) YOGENDRA BUNDELA........................................................................ DEPUTY CHIEF INFORMATION OFFICER	50.00 .......................1.00	X			0	265,127	50,980
(23) JOSEPH CAPEZZA........................................................................ FINANCIAL STRATEGY CONSULTANT	50.00 .......................1.00		X		0	439,568	58,090
(24) LISA SCARFO........................................................................ MEDICAL DIRECTOR	50.00 .......................1.00		X		0	352,923	39,062
(25) JAMES HELLINGER........................................................................ MEDICAL DIRECTOR	50.00 .......................1.00		X		0	307,869	62,944
(26) MARYBETH LIANG........................................................................ VP ACTUARY	50.00 .......................1.00		X		0	309,606	45,793
(27) DONALD NICHOLS DOUGHERTY........................................................................ VP DIGITAL	50.00 .......................1.00		X		0	305,859	43,844
(28) PETER K MARKELL........................................................................ FORMER TREASURER	1.00 .......................50.00			X	0	1,950,362	329
(29) ELIZABETH M AZANO ESQ........................................................................ FORMER SECRETARY	1.00 .......................50.00			X	0	261,946	53,588
(30) CHRISTINE MURPHY........................................................................ FORMER KEY EMPLOYEE	50.00 .......................1.00			X	0	275,791	38,231
(31) VINCENT CAPOZZI........................................................................ FORMER KEY EMPLOYEE	50.00 .......................1.00			X	0	234,706	10,544
(32) MARISSA FOX-FOLEY........................................................................ FORMER KEY EMPLOYEE	50.00 .......................1.00			X	0	111,186	11,566

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	0	13,446,016	1,256,635

Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet

Yes

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 ..............

Yes

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...........................

Yes

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 ........

Section B. Independent Contractors

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
UNITED BEHAVIORAL HEALTH PO BOX 30755 SALT LAKE CITY,UT84130	CLAIMS ADMINSTRATION	142,232,332
HARVARD VANGUARD MEDICAL ASSOCIATES 275 GROVE ST STE 3-300 AUBURNDALE,MA02466	MEDICAL SERVICES	15,642,298
COGNIZANT TRIZETTO SOFTWARE GROUP INC 28125 NETWORK PLACE CHICAGO,IL60673	HEALTHCARE IT SERVICES	5,796,884
MERRIMACK VALLEY ACCOUNTABLE CARE ORGANI 15 UNION ST STE 555 LAWRENCE,MA01840	MEDICAL SERVICES	4,754,836
LAWRENCE GENERAL HOSPITAL 1 GENERAL ST LAWRENCE,MA01841	MEDICAL SERVICES	4,383,051
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 61

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

(D)
Revenue
excluded from
tax under sections
512 - 514

1a	Federated campaigns..	1a
b	Membership dues..	1b
c	Fundraising events..	1c
d	Related organizations	1d
e	Government grants (contributions)	1e

f	All other contributions, gifts, grants, and similar amounts not included above	1f

g	Noncash contributions included in lines 1a - 1f:$	1g

h Total. Add lines 1a-1f.......

		Business Code
2a	COMMERCIAL PREMIUM REV	524114	664,243,413	664,243,413
b	MEDICAID PREMIUM REVEN	524114	246,339,486	246,339,486
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		910,582,899

3 Investment income (including dividends, interest, and othersimilar amounts) ......			2,075,510			2,075,510
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
		(ii) Personal	(i) Real
6a	Gross rents			6a
b	Less: rental expenses			6b
c	Rental income or (loss)			6c
d	Net rental income or (loss).......
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory		21,110,595	7a
b	Less: cost or other basis and sales expenses		22,048,850	7b
c	Gain or (loss)		-938,255	7c
d	Net gain or (loss).........			-938,255			-938,255
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..
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..
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..
Business Code			Miscellaneous Revenue
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......
12	Total revenue. See instructions.....			911,720,154	910,582,899	0	1,137,255

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 ....
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 .......	835,832,148	835,832,148
5	Compensation of current officers, directors, trustees, and key employees ...........
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........	33,136,396	29,844,552	3,291,844
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....
9	Other employee benefits .......	9,593,562	8,640,516	953,046
10	Payroll taxes ...........	213,369	192,172	21,197
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	751,828		751,828
c	Accounting ...........	65,895		65,895
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	156,971		156,971
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)
12	Advertising and promotion ....	3,832,406	3,451,686	380,720
13	Office expenses .......	16,881,023	15,204,024	1,676,999
14	Information technology ......	10,879,862	9,799,032	1,080,830
15	Royalties ..
16	Occupancy ...........	2,903,716	2,615,254	288,462
17	Travel ............	20,241	18,230	2,011
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	153,552	138,298	15,254
20	Interest ...........	185,461		185,461
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	658,075		658,075
23	Insurance ...
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	GENERAL CONSULTING SERV	16,106,679	14,506,605	1,600,074
b	BROKER COMMISSIONS	13,713,241	12,350,937	1,362,304
c	MEMBERSHIPS, TAXES, REC	1,145,995	1,032,149	113,846
d	TEMP AGENCIES	604,554	544,496	60,058
e	All other expenses	363,272	327,185	36,087
25	Total functional expenses. Add lines 1 through 24e	947,198,246	934,497,284	12,700,962	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 if following SOP 98-2 (ASC 958-720).

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

1	Cash–non-interest-bearing ........		11,600,568	1	6,087,110
2	Savings and temporary cash investments .........		37,994,886	2	73,572,784
3	Pledges and grants receivable, net ......			3
4	Accounts receivable, net .............		88,428,813	4	64,302,863
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 ............			8
9	Prepaid expenses and deferred charges ......		953,022	9	660,880
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a
b	Less: accumulated depreciation	10b		10c
11	Investments—publicly traded securities .		158,165,942	11	139,454,751
12	Investments—other securities. See Part IV, line 11 .....			12
13	Investments—program-related. See Part IV, line 11 ..			13
14	Intangible assets ...............			14
15	Other assets. See Part IV, line 11 ...........		37,276,121	15	39,769,397
16	Total assets. Add lines 1 through 15 (must equal line 33)...		334,419,352	16	323,847,785

17	Accounts payable and accrued expenses .....	161,913,003	17	166,304,988
18	Grants payable ...		18
19	Deferred revenue .........	12,464,699	19	8,021,744
20	Tax-exempt bond liabilities .........		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
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	1,188,357	25	25,234,566
26	Total liabilities. Add lines 17 through 25..	175,566,059	26	199,561,298

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	158,853,293	27	124,286,487
28	Net assets with donor restrictions ...........		28
	Organizations that do not follow FASB ASC 958, check here 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 ...........	158,853,293	32	124,286,487
33	Total liabilities and net assets/fund balances ........	334,419,352	33	323,847,785

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..............

Total revenue (must equal Part VIII, column (A), line 12) ............

911,720,154

Total expenses (must equal Part IX, column (A), line 25) ............

947,198,246

Revenue less expenses. Subtract line 2 from line 1 ..............

-35,478,092

Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..

158,853,293

Net unrealized gains (losses) on investments ...............

-19,088,714

Donated services and use of facilities .................

Investment expenses .....................

Prior period adjustments .....................

Other changes in net assets or fund balances (explain in Schedule O) ........

20,000,000

Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))

124,286,487

Part XII

Financial Statements and Reporting

Check if Schedule O contains a response or note to any line in this Part XII.............

Yes

Accounting method used to prepare the Form 990: Cash Accrual Other
If the organization changed its method of accounting from a prior year or checked "Other," explain on
Schedule O.

Were the organization’s financial statements compiled or reviewed by an independent accountant?

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:

Separate basis Consolidated basis Both consolidated and separate basis

Were the organization’s financial statements audited by an independent accountant?

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:

Separate basis Consolidated basis Both consolidated and separate basis

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?

Yes

If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.

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?

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.

Form 990 (2021)

Additional Data

Software ID:
Software Version:

Form 990, Special Condition Description:

Special Condition Description

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

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

MASS GENERAL BRIGHAM HEALTH PLAN INC

Employer identification number

04-2932021

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 ........

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? ............

Yes No

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? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

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.


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

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

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)? .............................

Yes No

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.

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.

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

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:

Revenue included on Form 990, Part VIII, line 1 .......................... SchDMd Bullet

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

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

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):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

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?...

Yes No

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.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


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

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

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 ......

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

Permanent endowment SchDMd Bullet

Term endowment SchDMd Bullet

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

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 .....
b	Buildings ....
c	Leasehold improvements
d	Equipment ....
e	Other .....
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..		0

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)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

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.)

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)ACCRUED INTEREST RECEIVABLE				533,808
(2)REINSURANCE RECEIVABLE				4,596,671
(3)PHARMACY REBATE RECEIVABLE				23,821,167
(4)OTHER RECEIVABLE				6,379,441
(5)RECEIVABLE FOR SECURITIES				208,590
(6)DUE FROM AFFILIATES				4,229,720
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........				39,769,397

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
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	25,234,566
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

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	910,582,899
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	0
3	Subtract line 2e from line 1..................			3	910,582,899
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	1,137,255
c	Add lines 4a and 4b....................			4c	1,137,255
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	911,720,154

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	945,676,814
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	0
3	Subtract line 2e from line 1...................			3	945,676,814
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	156,971
b	Other (Describe in Part XIII.) ............	4b	1,364,461
c	Add lines 4a and 4b.....................			4c	1,521,432
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	947,198,246

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:	MASS GENERAL BRIGHAM HEALTH PLAN, INC. DOES NOT HAVE A FIN 48 (ASC 740) FOOTNOTE DISCLOSURE IN IT'S AUDITED FINANCIAL STATEMENTS.
PART XI, LINE 4B - OTHER ADJUSTMENTS:	INVESTMENT INCOME 2,075,510. NET LOSS ON SALE OF ASSETS -938,255.
PART XII, LINE 4B - OTHER ADJUSTMENTS:	INTEREST EXPENSES 185,461. CORPORATE OVERHEAD EXPENSES 1,179,000.

Schedule D (Form 990) 2021

Additional Data

Software ID:
Software Version:

- TIN:

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

MASS GENERAL BRIGHAM HEALTH PLAN INC

Employer identification number

04-2932021

Part I

Questions Regarding Compensation

Yes

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.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

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 .....

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? ....

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.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

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:

Receive a severance payment or change-of-control payment? .............

Yes

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Participate in, or receive payment from, an equity-based compensation arrangement? .........

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.

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:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

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:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

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 ............

Yes

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 ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

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
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1PETER K MARKELL FORMER TREASURER	(i) (ii)	0 ------------- 0	0 ------------- 0	0 ------------- 1,950,362	0 ------------- 0	0 ------------- 329	0 ------------- 1,950,691	0 ------------- 0
2NIYUM GANDHI TREASURER	(i) (ii)	0 ------------- 1,459,480	0 ------------- 100,000	0 ------------- 186,770	0 ------------- 119,872	0 ------------- 22,692	0 ------------- 1,888,814	0 ------------- 0
3LINDSAY E JUBELT MD CHIEF POPULATION HEALTH OFF., CMO	(i) (ii)	0 ------------- 750,343	0 ------------- 92,840	0 ------------- 74,032	0 ------------- 21,350	0 ------------- 6,866	0 ------------- 945,431	0 ------------- 0
4STEVEN J TRINGALE PRESIDENT & DIRECTOR	(i) (ii)	0 ------------- 673,307	0 ------------- 100,000	0 ------------- 94,745	0 ------------- 30,500	0 ------------- 15,809	0 ------------- 914,361	0 ------------- 0
5ALAN ANTHONY JAMES DIRECTOR	(i) (ii)	0 ------------- 659,215	0 ------------- 58,991	0 ------------- 85,603	0 ------------- 61,000	0 ------------- 26,758	0 ------------- 891,567	0 ------------- 0
6FARAH SHAFI DEPUTY CHIEF MEDICAL OFFICER	(i) (ii)	0 ------------- 452,163	0 ------------- 54,909	0 ------------- 52,705	0 ------------- 24,400	0 ------------- 9,928	0 ------------- 594,105	0 ------------- 0
7SUJATA SANGHVI CHIEF ACTUARY	(i) (ii)	0 ------------- 434,786	0 ------------- 51,415	0 ------------- 38,188	0 ------------- 27,450	0 ------------- 34,399	0 ------------- 586,238	0 ------------- 0
8MATTHEW FISHMAN DIRECTOR	(i) (ii)	0 ------------- 407,953	0 ------------- 0	0 ------------- 75,525	0 ------------- 59,091	0 ------------- 24,362	0 ------------- 566,931	0 ------------- 0
9MARK MCCORMICK CHIEF OPERATING OFFICER	(i) (ii)	0 ------------- 391,991	0 ------------- 69,033	0 ------------- 18,970	0 ------------- 24,400	0 ------------- 21,974	0 ------------- 526,368	0 ------------- 0
10JOHN R HIGHAM ESQ SECRETARY	(i) (ii)	0 ------------- 377,556	0 ------------- 21,471	0 ------------- 41,826	0 ------------- 55,554	0 ------------- 23,067	0 ------------- 519,474	0 ------------- 0
11JOSEPH CAPEZZA FINANCIAL STRATEGY CONSULTANT	(i) (ii)	0 ------------- 385,500	0 ------------- 0	0 ------------- 54,068	0 ------------- 33,550	0 ------------- 24,540	0 ------------- 497,658	0 ------------- 0
12JENNIFER B ST THOMAS SVP OF SALES	(i) (ii)	0 ------------- 383,221	0 ------------- 31,500	0 ------------- 16,846	0 ------------- 21,350	0 ------------- 42,774	0 ------------- 495,691	0 ------------- 0
13LUCIA SILVA CHIEF FINANCIAL OFFICER	(i) (ii)	0 ------------- 357,796	0 ------------- 44,800	0 ------------- 53,059	0 ------------- 11,357	0 ------------- 25,350	0 ------------- 492,362	0 ------------- 0
14LISA SCARFO MEDICAL DIRECTOR	(i) (ii)	0 ------------- 295,615	0 ------------- 0	0 ------------- 57,308	0 ------------- 30,500	0 ------------- 8,562	0 ------------- 391,985	0 ------------- 0
15JAMES HELLINGER MEDICAL DIRECTOR	(i) (ii)	0 ------------- 241,805	0 ------------- 1,530	0 ------------- 64,534	0 ------------- 33,640	0 ------------- 29,304	0 ------------- 370,813	0 ------------- 0
16ALICE MOORE SVP LEGAL, REGULATORY AFFAIRS &	(i) (ii)	0 ------------- 234,802	0 ------------- 30,738	0 ------------- 36,502	0 ------------- 28,676	0 ------------- 34,700	0 ------------- 365,418	0 ------------- 0
17MARYBETH LIANG VP ACTUARY	(i) (ii)	0 ------------- 281,483	0 ------------- 27,982	0 ------------- 141	0 ------------- 14,538	0 ------------- 31,255	0 ------------- 355,399	0 ------------- 0
18DONALD NICHOLS DOUGHERTY VP DIGITAL	(i) (ii)	0 ------------- 268,200	0 ------------- 16,072	0 ------------- 21,587	0 ------------- 16,316	0 ------------- 27,528	0 ------------- 349,703	0 ------------- 0
19RONI MANSUR VP PRODUCT MANAGEMENT	(i) (ii)	0 ------------- 281,531	0 ------------- 16,800	0 ------------- 23,375	0 ------------- 9,937	0 ------------- 12,364	0 ------------- 344,007	0 ------------- 0
20KATHARINE K LEESON CHIEF OF STAFF & VP OF CORP. SV	(i) (ii)	0 ------------- 268,984	0 ------------- 23,940	0 ------------- 3,362	0 ------------- 21,156	0 ------------- 24,529	0 ------------- 341,971	0 ------------- 0
21YOGENDRA BUNDELA DEPUTY CHIEF INFORMATION OFFICER	(i) (ii)	0 ------------- 205,209	0 ------------- 12,306	0 ------------- 47,612	0 ------------- 20,543	0 ------------- 30,437	0 ------------- 316,107	0 ------------- 0
22ELIZABETH M AZANO ESQ FORMER SECRETARY	(i) (ii)	0 ------------- 209,237	0 ------------- 11,456	0 ------------- 41,253	0 ------------- 23,153	0 ------------- 30,434	0 ------------- 315,533	0 ------------- 0
23CHRISTINE MURPHY FORMER KEY EMPLOYEE	(i) (ii)	0 ------------- 174,672	0 ------------- 0	0 ------------- 101,119	0 ------------- 27,159	0 ------------- 11,072	0 ------------- 314,022	0 ------------- 0
24VINCENT CAPOZZI FORMER KEY EMPLOYEE	(i) (ii)	0 ------------- 32,731	0 ------------- 0	0 ------------- 201,975	0 ------------- 4,171	0 ------------- 6,373	0 ------------- 245,250	0 ------------- 0
25MARISSA FOX-FOLEY FORMER KEY EMPLOYEE	(i) (ii)	0 ------------- 89,807	0 ------------- 0	0 ------------- 21,379	0 ------------- 6,544	0 ------------- 5,021	0 ------------- 122,751	0 ------------- 0

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 LINE 4A SCHEDULE J:	SERVERANCE PAYMENTS INCLUDED IN AMOUNTS REPORTED IN SCHEDULE J: VINCENT CAPOZZI $185,000 PETER K. MARKELL $1,913,100
PART I, LINE 7:	CERTAIN EMPLOYEES RECEIVED INCENTIVE COMPENSATION BASED ON ACHIEVEMENT OF ORGANIZATIONAL AND INDIVIDUAL GOALS. THE COMPENSATION COMMITTEE OF MASS GENERAL BRIGHAM INCORPORATED OR THE COMPENSATION COMMITTEES OF MASS GENERAL BRIGHAM SUBRODINATE ENTITIES HAVE THE FINAL AUTHORITY FOR SUCH PAYMENTS.
DIRECTOR COMPENSATION	DIRECTORS RECEIVE NO COMPENSATION OR CONTRIBUTIONS TO EMPLOYEE BENEFIT PLANS FOR SERVICE ON THE BOARD OR ITS COMMITTEES. BOARD MEMBERS WHO ARE ALSO EMPLOYED BY THE CORPORATION OR A MASS GENERAL BRIGHAM AFFILIATE RECEIVE COMPENSATION ONLY FOR THEIR SERVICES AS EMPLOYEES.

Schedule J (Form 990) 2022

Additional Data

Software ID:
Software Version:

- TIN:

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

MASS GENERAL BRIGHAM HEALTH PLAN INC

Employer identification number

04-2932021

Return Reference	Explanation
FORM 990, PART III, LINE 1:	MASS GENERAL BRIGHAM HEALTH PLAN, INC. A NOT-FOR-PROFIT CORPORATION, IN PARTNERSHIP WITH COMMUNITY HEALTH CENTERS AND OTHER COMMUNITY-RESPONSIVE PROVIDERS, DEVELOPS AND OPERATES COOPERATIVE MANAGED CARE SYSTEMS WHICH ARE MEMBER FOCUSED, QUALITY DRIVEN, COMMUNITY BASED, CULTURALLY RESPONSIVE, AND FINANCIALLY VIABLE IN CONTEMPORARY AND FUTURE HEALTH CARE ENVIRONMENTS.
FORM 990, PART VI, SECTION A, LINE 6	MEMBER AUTHORITY: PURSUANT TO THE CORPORATE BYLAWS OF THE ORGANIZATION, THE AUTHORITY FOR THE FOLLOWING ACTIONS IS RESERVED TO THE SOLE MEMBER OF THE ORGANIZATION. THE SOLE MEMBER OF THE ORGANIZATION IS MASS GENERAL BRIGHAM HEALTH PLAN HOLDING COMPANY, INC.; AND THE SOLE MEMBER OF MASS GENERAL BRIGHAM HEALTH PLAN HOLDING COMPANY, INC. IS MASS GENERAL BRIGHAM INCORPORATED (MGB), ACTING THROUGH ITS BOARD OF DIRECTORS. (1) APPOINT A FIRM OF PUBLIC ACCOUNTANTS ANNUALLY TO CONDUCT AN INDEPENDENT AUDIT OF THE CORPORATION'S FINANCIAL AFFAIRS DURING THE FISCAL YEAR LAST ENDED; (2) REVIEW AND APPROVE ALL PROPOSED CAPITAL AND OPERATING BUDGETS OF THE CORPORATION; (3) REVIEW AND APPROVE EACH UNBUDGETED OPERATING OR CAPITAL EXPENDITURE OF THE CORPORATION THAT EXCEEDS SUCH AMOUNT AS HAS BEEN SPECIFIED BY THE MEMBER FROM TIME TO TIME; (4) REVIEW AND APPROVE EACH TRANSACTION PURSUANT TO WHICH THE CORPORATION WOULD INCUR NEW DEBT THROUGH LENDER FINANCING OR WOULD GUARANTY THE LENDER-FINANCED DEBT OF OTHERS; (5) REVIEW AND APPROVE EACH AGREEMENT OR OTHER COMMITMENT BINDING ON THE CORPORATION THAT IS OF SUCH A TYPE, OR THAT REQUIRES AN EXPENDITURE OF FUNDS IN EXCESS OF SUCH AMOUNT, AS HAS BEEN SPECIFIED BY THE MEMBER FROM TIME TO TIME; (6) REVIEW AND APPROVE ANY PLEDGE, SALE OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE PROPERTY OR ASSETS OF THE CORPORATION; (7) REVIEW AND APPROVE A LIQUIDATION, DISSOLUTION OR OTHER RESTRUCTURING OF THE CORPORATION; AND (8) REVIEW AND APPROVE THE ELECTION BY THE DIRECTORS OF A PERSON TO FILL A VACANCY IN THE OFFICE OF PRESIDENT AND CEO OF THE CORPORATION.
FORM 990, PART VI, SECTION A, LINE 7A	LINE 7A EXPLANATION IS INCLUDED IN LINE 6 EXPLANATION.
FORM 990, PART VI, SECTION A, LINE 7B	EXPLANATION IS INCLUDED IN LINE 6 EXPLANATION.
FORM 990, PART VI, SECTION B, LINE 11B	THE FORM 990 WAS PREPARED BY THE MASS GENERAL BRIGHAM INCORPORATED TAX DEPARTMENT. THE CONTROLLER REVIEWED AND SIGNED THE TAX RETURN. THE PROCESS FOR PREPARING AND REVIEWING FORM 990 WAS DISCUSSED AT THE MEETING OF THE AUDIT AND COMPLIANCE COMMITTEE OF THE BOARD OF DIRECTORS. THE FINAL FILING VERSION OF THE FORM 990 WAS PROVIDED TO VOTING BOARD MEMBERS PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12C	RELATED PARTY TRANSACTIONS: MASS GENERAL BRIGHAM INCORPORATED (MGB) IS A LARGE ORGANIZATION WITH A NUMBER OF AFFILIATED CORPORATIONS. OFFICERS AND TRUSTEES/DIRECTORS OF MASS GENERAL BRIGHAM AND ITS AFFILIATED ENTITIES MAY HAVE OVERLAPPING OFFICER AND TRUSTEE/DIRECTOR POSITIONS WITH OTHER ORGANIZATIONS, RESULTING IN A NUMBER OF RELATED PARTY RELATIONSHIPS. MASS GENERAL BRIGHAM HAS A CONFLICT OF INTEREST POLICY THAT APPLIES TO ALL ENTITIES IN THE SYSTEM, AND WHICH IS DESIGNED TO: (1) IDENTIFY RELATIONSHIPS AND CONDUCT THAT CREATE EITHER CONFLICTS OF INTEREST OR CONFLICTS OF COMMITMENT; (2) ESTABLISH A SYSTEM FOR DISCLOSING AND RESOLVING POTENTIAL CONFLICTS; AND (3) ENSURE THAT TRANSACTIONS ARE NEGOTIATED AT ARMS LENGTH AND THAT PAYMENTS ARE AT FAIR MARKET VALUE. UNDER OUR POLICY, WHEN A CONFLICT ARISES, THE INDIVIDUAL ASSOCIATED WITH THE OUTSIDE ENTITY IN QUESTION MUST PROVIDE FULL DISCLOSURE AND COMPLETELY RECUSE HIM/HERSELF FROM ANY INSTITUTIONAL DECISION-MAKING ABOUT THE TRANSACTION. IN APPROPRIATE CIRCUMSTANCES, (I) THE CORPORATION MUST CONSIDER AT LEAST TWO ALTERNATIVE DISINTERESTED COMPETITIVE PROPOSALS; OR MUST DETERMINE THAT TWO SUCH COMPETITIVE PROPOSALS DO NOT EXIST OR THAT IT WOULD BE IMPRACTICAL TO ELICIT OR CONSIDER SUCH COMPETITIVE PROPOSALS; AND (II) THE CORPORATION MUST DETERMINE THAT, NOTWITHSTANDING THE APPARENT CONFLICT, THE TRANSACTION IS FAIR AND REASONABLE TO THE CORPORATION AND IS IN THE BEST INTERESTS OF THE CORPORATION. A WRITTEN RECORD MUST BE MADE OF THESE DETERMINATIONS. FURTHERMORE, TRANSACTIONS THAT PRESENT PARTICULARLY SIGNIFICANT CONFLICTS ARE REVIEWED BY AN INDEPENDENT COMMITTEE OF MASS GENERAL BRIGHAM, WHICH REVIEW IS ALSO DOCUMENTED.
FORM 990, PART VI, SECTION B, LINE 15	THE ORGANIZATION HAS A BOARD LEVEL COMPENSATION COMMITTEE THAT REVIEWS AND APPROVES THE COMPENSATION FOR ALL LISTED OFFICERS AND KEY EMPLOYEES EXCEPT THE SECRETARY. THE COMMITTEE IS COMPRISED OF MEMBERS OF THE BOARD WHO ARE NOT EMPLOYED BY THE ORGANIZATION, AND NO MEMBER MAY PARTICIPATE IN THE REVIEW AND APPROVAL OF COMPENSATION IF THE MEMBER HAS A CONFLICT OF INTEREST WITH RESPECT TO THAT COMPENSATION ARRANGEMENT. THE COMMITTEE RELIES ON DATA, PROVIDED BY AN INDEPENDENT COMPENSATION CONSULTANT, WHICH INCLUDES COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS, IN FUNCTIONALLY COMPARABLE POSITIONS, AT SIMILARLY SITUATED ORGANIZATIONS. THE DELIBERATIONS AND DECISIONS OF THE COMMITTEE ARE DOCUMENTED IN MINUTES OF THE MEETING. THIS REVIEW PROCESS OCCURS ON AN ANNUAL BASIS.
FORM 990, PART VI, SECTION C, LINE 19	THE FORM 990 IS MADE AVAILABLE TO THE PUBLIC BY REQUEST AND IS ALSO AVAILBLE ON THE MASSACHUSETTS ATTORNEY GENERAL, DIVISION OF PUBLIC CHARITIES, PUBLIC WEBSITE AS REQUIRED BY MASSACHUSETTS REGULATION. THE FORM 990 IS A REQUIRED ATTACHMENT TO THE STATE FORM PC THAT IS FILED ANNUALLY BY ALL NON-PROFIT CHARITABLE ORGANIZATIONS CONDUCTING BUSINESS IN MASSACHUSETTS. ON A QUARTERLY BASIS THE COMPANY FILES FINANCIAL STATEMENTS WITH THE MASSACHUSETTS DIVISION OF INSURANCE AND THESE STATEMENTS ARE PUBLIC DOCUMENTS AVAILABLE ON REQUEST.
FORM 990, PART XI, LINE 9:	RBC GUARANTY 20,000,000.
PART XII LINE 2C	NO CHANGES FROM PRIOR YEAR.
FORM 990, PART XI, LINE 9:	PURSUANT TO A GUARANTY ENTERED INTO BY MGB WHEN IT ACQUIRED AHP IN 2012 (THE RISK BASED CAPITAL GUARANTY), MASS GENERAL BRIGHAM INCORPORATED (MGB) HAS COMMITTED TO MAINTAIN MGBHP'S CAPITAL SURPLUS AT A SPECIFIED MINIMUM LEVEL, MEASURED QUARTERLY IN ACCORDANCE WITH AN RBC METHODOLOGY PERMITTED BY THE MASSACHUSETTS DEPARTMENT OF INSURANCE. THE RBC GUARANTY MAY BE ENFORCED BY THE DOI.
FORM 990, PART XI, LINE 5:	OTHER CHANGES IN NET ASSETS: UNREALIZED LOSS ON INVESTMENTS $19,088,714.

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:

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBullet

Attach 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

MASS GENERAL BRIGHAM HEALTH PLAN INC

Employer identification number

04-2932021

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
(1) PARTNERS HEALTHCARE INTERNATIONAL LLC 800 BOYLSTON STREET BOSTON,MA02199 20-5281203	GLOBAL HEALTH CARE	MA	908,185	520,594	MGB
(2) MERRIMACK VALLEY ENDOSCOPY LLC ONE PARKWAY HAVERHILL,MA01830 04-3578297	MEDICAL SERVICES	MA	5,191,286	420,611	MGBCP
(3) PARTNERS INNOVATION II LLC 800 BOYLSTON STREET BOSTON,MA02199 81-4444790	INVESTMENTS	MA	0	61,757,560	MGB
(4) MASS GENERAL BRIGHAM VENTURES LLC 800 BOYLSTON STREET BOSTON,MA02199 81-4431654	INVESTMENTS	MA	0	0	MGB
(5) MASSACHUSETTS EYE & EAR ASSOCIATES LLC 243 CHARLES STREET BOSTON,MA02114 47-4262843	BILLING SERVICES	MA	290,353	0	MEEA
(6) PORTLAND INVESTMENTS-PIA LLC 101 MERRIMAC STREET BOSTON,MA02114	INVESTMENTS	ME	0	0	MGBPI
(7) PORTLAND INVESTMENTS-EP LLC 101 MERRIMAC STREET BOSTON,MA02114	INVESTMENTS	ME	0	0	MGBPI
(8) MASS GENERAL INTERNATIONAL LLC 55 FRUIT STREET BOSTON,MA02114 83-1131673	GLOBAL HEALTH CARE	MA	81,164	1,979,784	MGPO
(9) CODAMETRIX LLC 55 FRUIT STREET BOSTON,MA02114 82-3924135	MEDICAL CODING SOFTWARE	MA	0	0	MGPO
(10) BRIGHAM HEALTH INTERNATIONAL LLC 75 FRANCIS STREET BOSTON,MA02115 83-1118331	GLOBAL HEALTH CARE	MA	926,959	6,401,509	BH
(11) SPAULDING INTERNATIONAL LLC 300 FIRST AVENUE CHARLESTOWN,MA02129 83-1146009	GLOBAL HEALTH CARE	MA	153,849	560,861	SRH
(12) MCLEAN INTERNATIONAL LLC 399 REVOLUTION DRIVE SOMERVILLE,MA02145 37-1930840	GLOBAL HEALTH CARE	MA	39,375	894,560	MCLEAN
(13) MEEA - CAPE COD PHO LLC 243 CHARLES STREET BOSTON,MA02114 83-3091607	BILLING SERVICES	MA	45,941	0	MEEA
(14) MEEA - WINCHESTER PHO LLC 243 CHARLES STREET BOSTON,MA02114 83-3077580	BILLING SERVICES	MA	0	0	MEEA
(15) HOUSTON OCD PROPERTIES LLC 708 E 19TH STREET HOUSTON,TX77008	OWNS THE PROPERTY OF MCLEAN HOUSTON	TX	0	0	MCLEAN
(16) MASS GENERAL BRIGHAM HEALTH PLAN SELECT LLC 399 REVOLUTION DRIVE SOMERVILLE,MA02145 84-4317115	INSURANCE COMPANY - HMO	MA	29,915	1,139,012	MGBHP
(17) MASS GENERAL BRIGHAM GP III LLC 215 FIRST STREET SUITE 500 CAMBRIDGE,MA02142 86-1874441	INVESTMENTS	MA	28,212	15,780,941	MGB
(18) MASSACHUSETTS EYE & EAR ASSOCIATES NORTH SUBURBAN 243 CHARLES STREET BOSTON,MA02114 30-0976066	BILLING SERVICES	MA	891,681	0	MEEA

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?
(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	Yes	No
(1)THE MASSACHUSETTS GENERAL HOSPITAL (MGH) 55 FRUIT STREET BOSTON,MA02114 04-1564655	HEALTHCARE	MA	501(C)(3)	7	MGB	Yes
(2)THE GENERAL HOSPITAL COPORATION (GHC) 55 FRUIT STREET BOSTON,MA02114 04-2697983	HOSPITAL	MA	501(C)(3)	3	MGH	Yes
(3)MASSACHUSETTS GENERAL PHYSICIANS ORGANIZATION INC (MGPO) 55 FRUIT STREET BOSTON,MA02114 04-2807148	PROVIDES PHYSICIAN SERVICES	MA	501(C)(3)	10	MGH	Yes
(4)THE MGH INSTITUTE OF HEALTH PROFESSIONS INC (IHP) 36 FIRST AVENUE CHARLESTOWN,MA02129 04-2868893	MED EDUCATION	MA	501(C)(3)	2	MGH	Yes
(5)MCLEAN HEALTHCARE INC (MHC) 115 MILL STREET BELMONT,MA02478 20-4572876	ADMIN SUPPORT	MA	501(C)(3)	12A	MGH	Yes
(6)THE MCLEAN HOSPITAL CORPORATION (MCL) 115 MILL STREET BELMONT,MA02478 04-2697981	HOSPITAL	MA	501(C)(3)	3	MHC	Yes
(7)MARTHA'S VINEYARD HOSPITAL INC (MVH) LINTON LANE PO BOX 1477 OAK BLUFFS,MA02557 04-2104691	HEALTHCARE	MA	501(C)(3)	3	MGH	Yes
(8)WNR INC (WNR) 1 LINTON LANE OAK BLUFFS,MA02557 04-3419920	NURSING SVCS.	MA	501(C)(3)	10	MVH	Yes
(9)NANTUCKET COTTAGE HOSPITAL (NCH) 57 PROSPECT STREET NANTUCKET,MA02554 04-2103823	HOSPITAL	MA	501(C)(3)	3	MGH	Yes
(10)BRIGHAM INC (BH) 75 FRANCIS STREET BOSTON,MA02115 04-2921338	ADMIN SUPPORT	MA	501(C)(3)	7	MGB	Yes
(11)THE BRIGHAM AND WOMEN'S HOSPITAL INC (BWH) 75 FRANCIS STREET BOSTON,MA02115 04-2312909	HOSPITAL	MA	501(C)(3)	3	BH	Yes
(12)BIOSCIENCES RESEARCH FOUNDATION INC (BRF) 75 FRANCIS STREET BOSTON,MA02115 22-2483849	PROMOTE RES.	MA	501(C)(3)	12A	BH	Yes
(13)BWH RESEARCH INC (BWHR) 75 FRANCIS STREET BOSTON,MA02115 04-3011445	MED RESEARCH	MA	501(C)(3)	12A	BH	Yes
(14)BRIGHAM COMMUNITY PRACTICES INC (BCP) 75 FRANCIS STREET BOSTON,MA02115 22-2588069	PROVIDES PHYSICIAN SERVICES	MA	501(C)(3)	10	BH	Yes
(15)BRIGHAM AND WOMEN'S PHYSICIANS ORGANIZATION INC (BWPO) 75 FRANCIS STREET BOSTON,MA02115 04-3466314	PROVIDES PHYSICIAN SERVICES	MA	501(C)(3)	10	BH	Yes
(16)BRIGHAM MEDICAL RESEARCH AND EDUCATION FOUNDATION INC (MED) 75 FRANCIS STREET BOSTON,MA02115 04-3539249	MED RES & EDU	MA	501(C)(3)	12A	BWPO	Yes
(17)BRIGHAM AND WOMEN'S FAULKNER HOSPITAL INC (BWFH) 1153 CENTRE STREET BOSTON,MA02130 04-2768256	HOSPITAL	MA	501(C)(3)	3	BH	Yes
(18)SPAULDING REHABILITATION INC (SR) PRUDENTIAL TOWER 800 BOYLSTON STREE BOSTON,MA02199 26-0003495	ADMIN SUPPORT	MA	501(C)(3)	12A	MGB	Yes
(19)THE SPAULDING REHABILITATION HOSPITAL CORPORATION (SRH) 300 FIRST AVENUE CHARLESTOWN,MA02129 04-2551124	HOSPITAL	MA	501(C)(3)	3	SR	Yes
(20)REHABILITATION HOSPITAL OF THE CAPE & ISLANDS CORPORATION (RHCI) 311 SERVICE ROAD EAST SANDWICH,MA02537 04-3071419	HOSPITAL	MA	501(C)(3)	3	SR	Yes
(21)SHAUGHNESSY-KAPLAN REHABILITATION HOSPITAL INC (SKRH) DOVE AVENUE SALEM,MA01970 04-3067082	HEALTHCARE	MA	501(C)(3)	3	SR	Yes
(22)MASS GENERAL BRIGHAM HOME CARE INC (MGBHC) 95 WELLS AVENUE NEWTON,MA02459 04-2918280	HOME HEALTH	MA	501(C)(3)	10	MGB	Yes
(23)SPAULDING NURSING AND THERAPY CENTER BRIGHTON INC (SNTCB) 101 MERRIMAC STREET BOSTON,MA02114 22-2632121	HEALTHCARE	MA	501(C)(3)	3	SR	Yes
(24)NSMC HEALTHCARE INC (NSHC) 81 HIGHLAND AVENUE SALEM,MA01970 04-3294420	ADMIN SUPPORT	MA	501(C)(3)	12A	MGB	Yes
(25)NORTH SHORE MEDICAL CENTER INC (NSMC) 81 HIGHLAND AVENUE SALEM,MA01970 04-3399616	HOSPITAL	MA	501(C)(3)	3	NSHC	Yes
(26)NORTH SHORE PHYSICIANS GROUP INC (NSPG) 81 HIGHLAND AVENUE SALEM,MA01970 04-3080484	PROVIDES PHYSICIAN SERVICES	MA	501(C)(3)	12A	NSHC	Yes
(27)NEWTON-WELLESLEY HEALTH CARE SYSTEM (NWHC) 2014 WASHINGTON STREET NEWTON,MA02462 20-4295282	ADMIN SUPPORT	MA	501(C)(3)	12A	MGB	Yes
(28)NEWTON-WELLESLEY HOSPITAL (NWH) 2014 WASHINGTON STREET NEWTON,MA02462 04-2103611	HOSPITAL	MA	501(C)(3)	3	NWHC	Yes
(29)NEWTON-WELLESLEY MEDICAL GROUP INC (NWMG) 2014 WASHINGTON STREET NEWTON,MA02462 22-2560501	PROVIDES PHYSICIAN SERVICES	MA	501(C)(3)	10	NWHC	Yes
(30)PARTNERS MEDICAL INTERNATIONAL INC (PMI) 100 CAMBRIDGE STREET BOSTON,MA02114 04-3197711	MED. TRAINING	MA	501(C)(3)	12A	MGB	Yes
(31)SPAULDING HOSPITAL-CAMBRIDGE INC (SHC) 1575 CAMBRIDGE STREET CAMBRIDGE,MA02138 27-0273715	HOSPITAL	MA	501(C)(3)	3	SR	Yes
(32)NANTUCKET PHYSICIAN ORGANIZATION INC(NPO) 57 PROSPECT STREET NANTUCKET,MA02554 26-4349357	PROVIDES PHYSICIAN SERVICES	MA	501(C)(3)	10	MGH	Yes
(33)COOLEY DICKINSON HOSPITAL INC (CDH) 30 LOCUST STREET NORTHAMPTON,MA01060 22-2617175	HOSPITAL	MA	501(C)(3)	3	CDHC	Yes
(34)VNA & HOSPICE OF COOLEY DICKINSON INC (VHCD) 168 INDUSTRIAL DRIVE NORTHAMPTON,MA01060 04-2104788	HOME HEALTH	MA	501(C)(3)	10	CDHC	Yes
(35)COOLEY DICKINSON HEALTH CARE CORPORATION (CDHC) 30 LOCUST STREET NORTHAMPTON,MA01060 04-2103561	ADMIN SUPPORT	MA	501(C)(3)	12B	MGH	Yes
(36)CD PRACTICE ASSOCIATES INC (CDPA) POBOX 911 NORTHAMPTON,MA01060 04-3194547	PROVIDES PHYSICIAN SERVICES	MA	501(C)(3)	10	CDHC	Yes
(37)WENTWORTH-DOUGLASS HOSPITAL (WDH) 789 CENTRAL AVE DOVER,NH03820 02-0260334	HOSPITAL	NH	501(C)(3)	3	MGH	Yes
(38)WENTWORTH-DOUGLASS PHYSICIAN CORPORATION (WDPC) 789 CENTRAL AVE DOVER,NH03820 02-0497927	PROVIDES PHYSICIAN SERVICES	NH	501(C)(3)	3	WDH	Yes
(39)WENTWORTH-DOUGLASS HOSPITAL & HEALTH FOUNDATION (WDHF) 789 CENTRAL AVE DOVER,NH03820 51-0491062	SUPPORT	NH	501(C)(3)	12B	WDH	Yes
(40)FOUNDATION OF THE MASSACHUSETTS EYE AND EAR INFIMARY INC (FMMEI) 243 CHARLES STREET BOSTON,MA02114 04-2785453	SUPPORT	MA	501(C)(3)	7	MGB	Yes
(41)MASSACHUSETTS EYE & EAR INFIRMARY (MEEI) 243 CHARLES STREET BOSTON,MA02114 04-2103591	HOSPITAL	MA	501(C)(3)	3	FMEEI	Yes
(42)MASSACHUSETTS EYE & EAR ASSOCIATES INC (MEEA) 243 CHARLES STREET BOSTON,MA02114 22-2658209	PROVIDES PHYSICIAN SERVICES	MA	501(C)(3)	10	FMEEI	Yes
(43)MGB POOLED HOLDINGS LLC (MGBPH) 800 BOYLSTON STREET BOSTON,MA02199 82-1715859	SUPPORT ORGANIZATION - HOLDS INTERESTS IN MGBPI	MA	501(C)(3)	12A	MGB	Yes
(44)MASS GENERAL BRIGHAM SPECIALTY PHARMACY INC (MGBSP) 800 BOYLSTON STREET BOSTON,MA02199 82-1707493	SPECIALTY PHARMACY	MA	501(C)(3)	12A	MGB	Yes
(45)MASS GENERAL BRIGHAM URGENT CARE LLC (MGBUC) 920 WINTER STREET WALTHAM,MA02451 47-1683619	URGENT CARE CENTERS	MA	501(C)(3)	10	MGB	Yes
(46)HARBOR MEDICAL ASSOCIATES INC (HMA) 541 MAIN STREET SUITE 400 SO WEYMOUTH,MA02190 04-2702579	PROVIDES PHYSICIAN SERVICES	MA	501(C)(3)	10	BH	Yes
(47)SOUTH SHORE ENDOSCOPY CENTER INC (SSEC) 541 MAIN STREET SUITE 400 SO WEYMOUTH,MA02190 04-3306443	PROVIDES PHYSICIAN SERVICES	MA	501(C)(3)	10	BH	Yes
(48)MASS GENERAL BRIGHAM COMMUNITY PHYSICIANS INC (MGBCP) 800 BOYLSTON STREET BOSTON,MA02199 04-3236175	ORGANIZE AND OPERATE PHYSICIAN NETWORK	MA	501(C)(3)	10	MGB	Yes
(49)SCHEPENS EYE RESEARCH INSTITUTE INC (SERI) 20 STANIFORD STREET BOSTON,MA02114 04-2129889	RESEARCH	MA	501(C)(3)	7	FMEEI	Yes
(50)MASS GENERAL BRIGHAM MEDICAL GROUP INC (MGBMG) 800 BOYLSTON STREET BOSTON,MA02199 84-1908707	PROVIDES PHYSICIAN SERVICES	MA	501(C)(3)	10	MGB	Yes
(51)FRIENDS OF MASS GENERAL CANADA INC 160 ELGIN STREET SUITE 2600 OTTAWA,ONTARIO CA	ADVANCE EDUCATION THROUGH RESEARCH AT MGH	CA		12A	MGH	Yes
(52)MASS GENERAL BRIGHAM HEALTH PLAN HOLDING COMPANY INC (MGBHPHC) 399 REVOLUTION DRIVE SOMERVILLE,MA02145 83-1039882	HOLDING COMPANY	MA	501(C)(3)	12B	MGB	Yes
(53)MASS GENERAL BRIGHAM AMSURG INC (MGBAS) 399 REVOLUTION DRIVE SOMERVILLE,MA02145 85-4372153	HOLDS THE CLINIC LICENSE FOR MGBMG	MA	501(C)(3)	12B	MGB	Yes
(54)MASS GENERAL BRIGHAM COMMUNITY DIVISION INC (MGBCD) 399 REVOLUTION DRIVE SOMERVILLE,MA02145 88-2110204	SUPPORT ORGANIZATION	MA	501(C)(3)			Yes

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

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
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity		(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership
(1) MGB POOLED INVESTMENTS LLC 101 MERRIMAC STREET BOSTON,MA02114 04-3268842	INVESTMENTS	MA	MGB	EXCLUDED	499,989,118	13,191,230,560		No		Yes		100.000 %
(2) PARTNERS INNOVATION FUND LLC 101 HUNTINGTON AVENUE BOSTON,MA02199 26-2899986	INVESTMENTS	MA	MGB	EXCLUDED		82,507,046		No		Yes		100.000 %
(3) RADIATION THERAPY OF SOUTHEASTERN MA LLC 375 LONGWOOD AVENUE BOSTON,MA02115 01-0873580	RADIATION THERAPY SERVICES	MA	BH	EXCLUDED	3,092,965	4,305,021		No		Yes		51.000 %
(4) MASS GENERAL BRIGHAM ACO LLC 399 REVOLUTION DRIVE SOMERVILLE,MA02145 81-2762122	ACCOUNTABLE CARE ORGANIZATION	MA	MGB	EXCLUDED	22,517,742			No		Yes		100.000 %
(5) MCLEAN HOUSTON OCD PROGRAM LLC 115 MILL STREET BELMONT,MA02478 84-3042963	PSYCHIATRIC TREATMENT FACILLITY	TX	MCLEAN	EXCLUDED	1,696,679	3,871,671		No		Yes		60.000 %
(6) WENTWORTH SURGERY CENTER LLC 6 WORKS WAY SOMERSWORTH,NH03878 90-0975583	SURGICAL CENTER	NH	WDH	EXCLUDED	6,615,264	3,312,674		No		Yes		98.000 %
(7) MASS GENERAL BRIGHAM GLOBAL ADVISORY LLC 399 REVOLUTION DRIVE SOMERVILLE,MA02145 86-2788781	HEALTH CARE EDUCATION AND CONSULTING	MA	MGB	EXCLUDED	2,531,237	3,016,934		No		Yes		100.000 %

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?
(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	Yes	No
(1) NEWTON-WELLESLEY PHYSICIAN HOSPITAL ORG 2014 WASHINGTON STREET NEWTON,MA02462 04-3209749	HEALTHCARE	MA	NWHC	C	4,467,594	11,518,402	100.000 %		No
(2) MASS GENERAL BRIGHAM HEALTH INSURANCE COMPANY 399 REVOLUTION DRIVE SOMERVILLE,MA02145 83-0970929	INSURANCE COMPANY	MA	MGB	C	58,736,856	53,992,181	100.000 %		No
(3) HEALTH PARTNERS OF NEW HAMPSHIRE INC 789 CENTRAL AVENUE DOVER,NH03820 03-0443397	MANAGEMENT SERVICES	NH	WDH	C	699,217	1,549,557	50.000 %		No
(4) WENTWORTH HOMECARE AND HOSPICE LLC 121 BROADWAY SUITE 115 DOVER,NH03820 87-2100049	HOMECARE & HOSPICE SERVICES	NH	WDH	C	4,972,841	1,247,265	50.000 %		No
(5) CODAMETRIX INC 31 ST JAMES AVENUE BOSTON,MA02116 87-2100049	MEDICAL CODING SOFTWARE	MA	MGPO	C	5,950,127	13,948,821	100.000 %		No

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

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 .....................

b Gift, grant, or capital contribution to related organization(s) ............................

c Gift, grant, or capital contribution from related organization(s) ............................

d Loans or loan guarantees to or for related organization(s) ............................

e Loans or loan guarantees by related organization(s) ............................

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

k Lease of facilities, equipment, or other assets from related organization(s) ......................

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

Yes

m Performance of services or membership or fundraising solicitations by related organization(s) .................

Yes

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

o Sharing of paid employees with related organization(s) ............................

p Reimbursement paid to related organization(s) for expenses ............................

Yes

q Reimbursement paid by related organization(s) for expenses ............................

r Other transfer of cash or property to related organization(s) ............................

s Other transfer of cash or property from related organization(s) ............................

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) MASS GENERAL BRIGHAM INCORPORATED	P	20,892,739	ACTUAL COST ALLOCATION
(2) BRIGHAM AND WOMEN'S FAULKNER HOSPITAL INC	L	34,636	ACTUAL COST, PREMIUMS
(3) THE BRIGHAM AND WOMENS'S HOSPITAL INC	M	34,209,017	ACTUAL COST, MEDICAL SERVICES
(4) THE GENERAL HOSPITAL CORPORATION	M	53,263,853	ACTUAL COST, MEDICAL SERVICES
(5) BRIGHAM AND WOMEN'S FAULKNER HOSPITAL INC	M	2,629,525	ACTUAL COST, MEDICAL SERVICES
(6) BRIGHAM AND WOMEN'S PHYSICANS ORGANIZATION INC	M	8,866,410	ACTUAL COST, MEDICAL SERVICES
(7) MASSACHUSETTS GENERAL PHYSICIANS ORGANIZATION INC	M	12,310,915	ACTUAL COST, MEDICAL SERVICES
(8) MARTHA'S VINEYARD HOSPITAL INC	M	7,834,940	ACTUAL COST, MEDICAL SERVICES
(9) NANTUCKET COTTAGE HOSPITAL	M	3,647,648	ACTUAL COST, MEDICAL SERVICES
(10) NORTH SHORE MEDICAL CENTER INC	M	8,507,018	ACTUAL COST, MEDICAL SERVICES
(11) NEWTON-WELLESLEY HOSPITAL	M	6,590,112	ACTUAL COST, MEDICAL SERVICES
(12) THE SPAULDING REHABILITATION HOSPITAL CORPORATION	M	1,604,572	ACTUAL COST, MEDICAL SERVICES
(13) REHABILITATION HOSPITAL OF THE CAPE AND ISLANDS CORPORATION	M	543,360	ACTUAL COST, MEDICAL SERVICES
(14) MASS GENERAL BRIGHAM HOME CARE INC	M	499,139	ACTUAL COST, MEDICAL SERVICES
(15) MASS GENERAL BRIGHAM COMMUNITY PHYSICIANS INC	M	2,407,412	ACTUAL COST, MEDICAL SERVICES
(16) MASS GENERAL BRIGHAM INCORPORATED	M	14,645,500	ACTUAL COST, MEDICAL SERVICES
(17) HARBOR MEDICAL ASSOCIATES INC	M	1,017,993	ACTUAL COST, MEDICAL SERVICES

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)	(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
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

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

Software ID:
Software Version: