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
2023
Open to Public Inspection
A For the 2023 calendar year, or tax year beginning 01-01-2023 , and ending 12-31-2023
BCheck if applicable:
CName of organization
GROUP HEALTH PLAN INC
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
8170 33RD AVE SOUTH PO BOX 1309
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MINNEAPOLIS, MN554401309
D Employer identification number

41-0797853
E Telephone number

G Gross receipts $ 1,409,113,131
F Name and address of principal officer:
PENNY D CERMAK
8170 33RD AVE SOUTH PO BOX 1309
MINNEAPOLIS,MN554401309
I
Tax-exempt status: (   ) (insert no.) or
J
Website:
WWW.HEALTHPARTNERS.COM
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. See instructions.
H(c)
Group exemption number  
K Form of organization:  
L Year of formation: 1955
M State of legal domicile: MN
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: TO IMPROVE HEALTH AND WELL-BEING IN PARTNERSHIP WITH OUR MEMBERS, PATIENTS AND COMMUNITY.
2 Check this box
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 5
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 4
5 Total number of individuals employed in calendar year 2023 (Part V, line 2a) ...... 5 8,411
6 Total number of volunteers (estimate if necessary) ............. 6 208
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 9,906,100 3,877,406
9 Program service revenue (Part VIII, line 2g) ......... 1,197,755,566 975,889,753
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 5,645,741 13,141,645
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 414,503,036 268,650,449
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 1,627,810,443 1,261,559,253
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 721,804 236,967
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 979,631,881 801,972,130
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).... 769,455,638 595,834,432
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 1,749,809,323 1,398,043,529
19 Revenue less expenses. Subtract line 18 from line 12....... -121,998,880 -136,484,276
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 1,275,552,065 1,032,220,770
21 Total liabilities (Part X, line 26)............. 966,537,267 783,229,703
22 Net assets or fund balances. Subtract line 21 from line 20..... 309,014,798 248,991,067
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
PTIN
Firm's name

Firm's EIN
Firm's address



Phone no.
May the IRS discuss this return with the preparer shown above? See Instructions. ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2023)
Form 990 (2023)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: OUR MISSION IS TO IMPROVE HEALTH AND WELL-BEING IN PARTNERSHIP WITH OUR MEMBERS, PATIENTS AND COMMUNITY.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 1,183,246,460 including grants of $ 688,874 ) (Revenue $ 1,244,172,038 )
SEE SCHEDULE O - EXEMPT PURPOSE AND ACHIEVEMENTS FOR A DESCRIPTION OF PROGRAM SERVICE ACCOMPLISHMENTS
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expenses1,183,246,460
Form 990 (2023)
Form 990 (2023)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment
List of Attached Documents:
// Content
.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. ...
2
 
No
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part IClick to see attachment
List of Attached Documents:
// Content
.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment
List of Attached Documents:
// Content
.........
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Rev. Proc. 98-19? If "Yes," complete Schedule C, Part IIIClick to see attachment
List of Attached Documents:
// Content
..
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment
List of Attached Documents:
// Content
.........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment
List of Attached Documents:
// Content
....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D,
Part IIIClick to see attachment
List of Attached Documents:
// Content
..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment
List of Attached Documents:
// Content
..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D,
Part VI. Click to see attachment
List of Attached Documents:
// Content
...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment
List of Attached Documents:
// Content
.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment
List of Attached Documents:
// Content
.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment
List of Attached Documents:
// Content
............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XII
Click to see attachment
List of Attached Documents:
// Content
......................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
List of Attached Documents:
// Content
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions. ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
List of Attached Documents:
// Content
21
Yes
 
Form 990 (2023)
Form 990 (2023)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
List of Attached Documents:
// Content
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
List of Attached Documents:
// Content
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I .... Click to see attachment
List of Attached Documents:
// Content
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................Click to see attachment
List of Attached Documents:
// Content
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part IIClick to see attachment
List of Attached Documents:
// Content
...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part IIIClick to see attachment
List of Attached Documents:
// Content
.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................Click to see attachment
List of Attached Documents:
// Content
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....Click to see attachment
List of Attached Documents:
// Content
28b
Yes
 
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............Click to see attachment
List of Attached Documents:
// Content
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
List of Attached Documents:
// Content
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
List of Attached Documents:
// Content
36
Yes
 
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
List of Attached Documents:
// Content
37
 
No
38
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ..
1a
17,875
b
Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2023)
Form 990 (2023)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
8,411
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country:
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
Yes
 
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
17
Section 501(c)(21) organizations. Did the trust, or any disqualified or other person engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2023)
Form 990 (2023)
Page 6
Part VI
Governance, Management, and Disclosure. For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
5
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
4
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe on Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe on Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process on Schedule O. See instructions.
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
Yes
 
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
Yes
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filed
MN
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
KEVIN J BRANDT DIRECTOR OF FINANCIAL REPORTING8170 33RD AVE S PO BOX 1309   MINNEAPOLIS,MN554401309 (952) 883-6584
Form 990 (2023)
Form 990 (2023)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See the instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (box 5 of Form W-2, box 6 of Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the organization and any related organizations.

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

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

See the instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) ANA RUBY LEE......................................................................
DIRECTOR
2.30
.................
0.00
X           30,000 0 0
(2) PAUL WILLIAMS......................................................................
DIRECTOR
1.90
.................
0.00
X           36,000 0 0
(3) PHILIP DONALDSON......................................................................
DIRECTOR & CHAIR
3.00
.................
0.00
X   X       50,000 0 0
(4) DEBORAH HOPP......................................................................
DIRECTOR & VICE CHAIR
3.00
.................
0.00
X   X       33,000 0 0
(5) STEVEN M CONNELLY MD......................................................................
DIRECTOR & EXEC. MEDICAL D
61.40
.................
3.60
X   X       0 1,096,741 175,918
(6) ANDREA M WALSH......................................................................
PRESIDENT & CEO
45.30
.................
9.70
    X       2,738,020 0 892,297
(7) MORRIS GOODWIN......................................................................
TREASURER
3.00
.................
0.00
    X       33,000 0 0
(8) PENNY D CERMAK......................................................................
EVP & CFO
37.25
.................
22.75
    X       1,383,266 0 284,988
(9) NANCY L EVERT......................................................................
SECRETARY & SR VP GEN CNSL
44.00
.................
11.00
    X       811,272 0 238,674
(10) ANTHONY J ANDERSEN......................................................................
VP UNDERWRITING
36.00
.................
0.00
    X       325,412 0 102,075
(11) JESSICA ARNESON......................................................................
VP ORTHO & REHAB SVCS
0.50
.................
49.50
    X       0 282,614 75,381
(12) JEANETTE L AUGUSTSON......................................................................
VP HP INSTITUTE
0.00
.................
45.00
    X       284,349 0 62,162
(13) RANDALL M BILLINGS......................................................................
SVP PROVIDER PARTNERSHIPS
49.50
.................
0.50
    X       628,736 0 136,350
(14) JULIE M BUNDE......................................................................
VP PRODUCT & MARKET
37.80
.................
7.20
    X       303,174 0 92,661
(15) STEVEN D BUNDE......................................................................
VP INTERNAL AUDIT, INTEGRI
35.90
.................
9.10
    X       351,059 0 114,847
(16) DAVID L BUSCH......................................................................
VP PHARMACY OPERATIONS
34.10
.................
20.90
    X       403,569 0 108,557
(17) JENNIFER J CLELLAND......................................................................
VP GOVERNMENT PROGRAMS
32.10
.................
22.90
    X       377,706 0 112,080
Form 990 (2023)
Form 990 (2023)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) BARBARA H COX........................................................................
VP LEG & REGULATION AFFAIR
49.50
.......................0.50
    X       247,144 0 58,758
(19) JENNIFER DANIELSON........................................................................
EVP & CHIEF HEALTH PLAN OFF
0.00
.......................50.00
    X       563,840 0 104,546
(20) AMY L DEWANE........................................................................
VP - CARE SYSTEMS GROWTH
49.50
.......................0.50
    X       458,049 0 67,579
(21) STEPHEN W DI RITO........................................................................
VP SECURITY
64.50
.......................0.50
    X       346,707 0 41,022
(22) LESLIE G DOCKAN........................................................................
VP, PRIMARY CARE & CLINIC
49.50
.......................0.50
    X       477,764 0 67,890
(23) JACK DRESSEN JOHN........................................................................
VP HOSPITAL SPECIALTY SVCS
40.00
.......................0.00
    X       269,795 0 60,182
(24) KIMBERLY T EGAN........................................................................
VP HR REGIONS HOSPITAL
49.50
.......................0.50
    X       411,732 0 66,856
(25) JASON M GALLAGHER........................................................................
VP HEALTH AND CARE ENGAGEM
37.80
.......................12.20
    X       421,967 0 75,816
(26) DAVID S GESKO........................................................................
SR VP - DENTAL DIRECTOR
49.50
.......................0.50
    X       847,036 0 166,281
(27) ALICIA L GILBERT........................................................................
VP COMP AND BENEFITS
29.50
.......................29.50
    X       392,799 0 66,082
(28) MARK E HANSBERRY........................................................................
SVP & CHIEF MKTG DIRECTOR
54.50
.......................0.50
    X       741,916 0 150,733
(29) CHAD C HEIM........................................................................
VP - HEALTH INFORMATICS
0.50
.......................49.50
    X       421,952 0 119,835
(30) MARGARET D HELMS........................................................................
VP, HEALTH INFORMATICS
15.00
.......................45.00
    X       447,462 0 66,985
(31) BRETT HENTGES........................................................................
VP ACCT & FINANCE REPORTING
10.00
.......................50.00
    X       308,670 0 53,903
(32) PAHOUA Y HOFFMAN........................................................................
SR VP GOV & COM RELATIONS
49.50
.......................0.50
    X       427,857 0 105,197
(33) CARA M HULL........................................................................
CHIEF QUALTY OFFICER
0.50
.......................59.50
    X       590,639 0 69,580
(34) KATHY JOHNSON........................................................................
SVP & CFO
1.65
.......................53.35
    X       351,933 0 137,535
(35) VIRGINIA L KAKACEK MD........................................................................
HEALTH PLAN CHIEF MED OFFICER
44.50
.......................0.50
    X       517,174 0 77,058
(36) SUSAN M KNUDSON........................................................................
EVP-CHIEF HEALTH ENGAGEMENT
54.50
.......................0.50
    X       1,087,224 0 388,642
(37) JOSEPH D LACEYGOTZ........................................................................
VP HEALTH SOLUTIONS
44.50
.......................0.50
    X       324,726 0 121,717
(38) PAUL LEHMANN........................................................................
VP - PVT SEC HLTH SOLUTIONS
0.50
.......................49.50
    X       320,205 0 99,578
(39) BRANDI L LUNNEBORG........................................................................
LAKEVIEW PRESIDENT
0.50
.......................59.50
    X       671,461 0 139,951
(40) VINI T MANCHANDA........................................................................
VP - SUPPLY CHAIN SERVICES
44.00
.......................6.00
    X       439,861 0 104,474
(41) AMY E MAHAN........................................................................
VP HEALTH SOLUTIONS
59.50
.......................0.50
    X       389,040 0 68,350
(42) MARK M MATZKE........................................................................
VP HEALTH SOLUTIONS
0.50
.......................44.50
    X       383,123 0 65,966
(43) NANCY A MCCLURE........................................................................
CHIEF OPERATING OFFICER
49.50
.......................0.50
    X       1,312,315 0 394,374
(44) FRANK J MULLER........................................................................
VP - TECHNOLOGY & INFRASTR
39.84
.......................8.16
    X       419,855 0 121,597
(45) JENNIFER L MYSTER........................................................................
VP - HP CARE GROUP
49.50
.......................0.50
    X       657,914 0 140,179
(46) CASEY M NOLAN........................................................................
VP HR-SYSTEMS
59.50
.......................0.50
    X       356,134 0 65,484
(47) BRIAN S O'SHIELDS........................................................................
VP - ACTUARIAL AND UNDERWR
0.50
.......................39.50
    X       687,853 0 142,515
(48) KEVIN J PALATTAO........................................................................
SVP DIGITAL CARE DELIVERY
44.50
.......................0.50
    X       590,936 0 219,998
(49) NICO P PRONK PHD........................................................................
VP & HEALTH SCIENCE OFFICE
32.00
.......................18.00
    X       512,743 0 141,287
(50) ALITA RISINGER........................................................................
SVP, CFO-CARE DELIVERY
25.00
.......................25.00
    X       574,234 0 112,052
(51) VINCE J RIVARD........................................................................
VP - COMMUNICATIONS
49.50
.......................0.50
    X       342,961 0 100,801
(52) SCOTT M ROBERTSON........................................................................
VP WEB & MOBILE
54.50
.......................0.50
    X       496,384 0 43,428
(53) KEVIN R RONNEBERG........................................................................
VP - ASSOCIATE MEDICAL DIR
39.50
.......................0.50
    X       466,460 0 67,284
(54) MARK R SANNES MD........................................................................
EXC MEDICAL DIRECTOR
25.00
.......................35.00
    X       0 999,887 169,547
(55) KATIE B SAYRE........................................................................
SVP HLTH PLAN OPS & GOV
31.50
.......................13.50
    X       1,416,587 0 275,641
(56) TOBI TANZER........................................................................
SVP CORPORATE INTEGRITY
34.30
.......................20.70
    X       551,678 0 209,976
(57) DENISE WATERS DONNA........................................................................
VP REVENUE CYCLE
35.00
.......................10.00
    X       439,138 0 66,863
(58) DELINDA H WASHINGTON........................................................................
SVP CPO
39.30
.......................20.70
    X       1,079,578 0 209,377
(59) WENDY M WEEKS........................................................................
VP CARE DELIVERY SYSTEMS
44.50
.......................0.50
    X       326,808 0 108,906
(60) REBECCA A WOODY........................................................................
VP - HEALTH SOLUTIONS SALE
44.50
.......................0.50
    X       409,341 0 50,966
(61) ERIC C ZILGE........................................................................
VP CUSTOMER SERVICE
30.00
.......................20.00
    X       351,407 0 50,019
(62) PAMELA S ZOELLER........................................................................
VP - SPECIALTY CARE & CLIN
49.50
.......................0.50
    X       481,363 0 68,951
(63) DENNIS M ZUZEK........................................................................
SVP & CTO
39.50
.......................10.50
    X       639,021 0 139,060
(64) JAMES W EPPEL........................................................................
EXECUTIVE VP AND CAO
0.50
.......................49.50
    X       1,029,966 0 62,758
(65) PATRICK T COURNEYA MD........................................................................
SR.VP, CHPMO
10.00
.......................45.00
    X       494,297 0 76,938
(66) FRANK P MCQUILLAN........................................................................
VP -TREASURY
4.60
.......................45.40
    X       294,384 0 129,461
(67) STEVEN C HOUSH........................................................................
VP ORTHOPEDIC SERVICES
0.50
.......................52.50
    X       317,969 0 45,951
(68) GINA T HALL........................................................................
VP - IT OPERATIONS (JAN)
0.00
.......................0.50
    X       95,096 0 39,106
(69) TIMOTHY J KROSHUS MD........................................................................
PHYSICIAN, SURGERY
70.00
.......................0.00
        X   1,761,204 0 87,049
(70) MATTHEW M KANG MD........................................................................
PHYSICIAN, NEUROSURGERY
60.00
.......................0.00
        X   1,651,402 0 81,045
(71) TROY J BOFFELI MD........................................................................
CHAIR, DEPARTMENT
80.00
.......................0.00
        X   1,390,318 0 145,765
(72) CHAD M MYEROFF MD........................................................................
PHYSICIAN, ORTHOPEDICS
50.00
.......................0.00
        X   1,832,331 0 85,834
(73) AHMAD S ABDULKARIM........................................................................
PHYSICIAN, GASTEROENTEROLOGY
65.00
.......................0.00
        X   1,361,382 0 125,047
(74) BRIAN H RANK MD........................................................................
FORMER MEDICAL DIRECTOR
0.00
.......................35.00
          X 259,817 0 82,232
(75) HEIDI G CONRAD........................................................................
FORMER VP & CFO
0.00
.......................0.00
          X 179,908 0 46,240
(76) FELIX K ANKEL MD........................................................................
FORMER EXEC. DIRECTOR
0.00
.......................49.50
          X 284,643 0 121,735
1b Sub-Total..............
c Total from continuation sheets to Part VII, Section A..
d Total (add lines 1b and 1c)......... 42,714,066 2,379,242 8,967,972
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization 2,505
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual
...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
INTERIM HEALTHCARE STAFFING

2950 METRO DR STE 11
BLOOMINGTON,MN55425
STAFFING 10,125,337
UNIVERSITY OF MN PHYSICIANS

BOX 195 516 DELAWARE ST SE
MINNEAPOLIS,MN55455
PHYSICIAN SERVICES 9,784,964
MIDWEST RADIOLOGY

2355 HWY 36 W STE 00
ROSEVILLE,MN55113
PROFESSIONAL SERVICES 5,035,003
STREAMWORKS LLC

3640 PHEASANT RIDGE DR NE
BLAINE,MN55449
MARKETING SERVICES 3,818,812
CHG COMPANIES

7259 BINGHAM JUNCTION BLVD
MIDVALE,UT84047
STAFFING 3,354,823
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 5
Form 990 (2023)
Form 990 (2023)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e 3,877,406
f All other contributions, gifts, grants, and similar amounts not included above1f  
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f....... 3,877,406
 Program Service RevenueAmt Business Code
2a FEE FOR SERVICE HEALTH 621400 895,176,869 895,176,869    
b MEDICAL RETAIL REVENUE 621400 87,096,743 87,096,743    
c MEDICAL PREMIUMS 524114 -6,383,859 -6,383,859    
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f ..... 975,889,753
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ...... 13,127,182     13,127,182
4 Income from investment of tax-exempt bond proceeds        
5 Royalties...........        
(i) Real (ii) Personal
6a Gross rents 6a 1,819,306  
b Less: rental expenses 6b 1,451,142  
c Rental income or (loss) 6c 368,164  
d Net rental income or (loss)....... 368,164     368,164
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 7a 146,117,199  
b Less: cost or other basis and sales expenses 7b 146,102,736  
c Gain or (loss) 7c 14,463  
d Net gain or (loss)......... 14,463     14,463
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..        
 OtherRevenueMiscAmt
Business Code
11a NON-TAXABLE AFFIL. A&G 561000 141,484,418 141,484,418    
b TAXABLE AFFIL. A&G 561000 126,789,958 126,789,958    
c OTHER REVENUE 561000 7,909 7,909    
d All other revenue ....        
e Total. Add lines 11a–11d ...... 268,282,285
12 Total revenue. See instructions..... 1,261,559,253 1,244,172,038 0 13,509,809
Form 990 (2023)
Form 990 (2023)
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 .... 236,967 236,967
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ...........    
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............    
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 41,765,240   41,765,240  
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........ 529,635,332 514,219,096 15,416,236  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 53,747,212 24,355,386 29,391,826  
9 Other employee benefits ....... 176,642,565 132,862,330 43,780,235  
10 Payroll taxes ........... 181,781   181,781  
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 1,476,626 71,812 1,404,814  
c Accounting ........... 1,100,301   1,100,301  
d Lobbying ........... 518,468   518,468  
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ......        
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 295,243,427 276,212,904 19,030,523  
12 Advertising and promotion .... 4,637,834 791,822 3,846,012  
13 Office expenses ....... 16,619,893 8,635,184 7,984,709  
14 Information technology ...... 28,482,928 1,291,858 27,191,070  
15 Royalties ..        
16 Occupancy ........... 26,287,922 24,467,412 1,820,510  
17 Travel ............ 3,684,922 2,696,051 988,871  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 2,143,440 1,268,687 874,753  
20 Interest ........... 598,861   598,861  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 18,242,106 16,321,976 1,920,130  
23 Insurance ... 2,044,300 585,631 1,458,669  
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 SUPPLIES - MEDICAL & PH 160,197,746 157,932,161 2,265,585  
b OTHER EXPENSE 17,171,184 6,120,467 11,050,717  
c TAXES & ASSESSMENTS 7,178,457 7,169,457 9,000  
d MAINTENANCE & REPAIRS 5,566,913 3,368,155 2,198,758  
e All other expenses 4,639,104 4,639,104    
25 Total functional expenses. Add lines 1 through 24e 1,398,043,529 1,183,246,460 214,797,069 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 (2023)
Form 990 (2023)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 287,915,691 1 835,651
2 Savings and temporary cash investments ......... 51,114,139 2 21,022,570
3 Pledges and grants receivable, net ......   3  
4 Accounts receivable, net ............. 337,512,347 4 187,507,027
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 ............ 11,111,511 8 8,865,141
9 Prepaid expenses and deferred charges ...... 180,939,556 9 226,566,230
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 831,166,771
b Less: accumulated depreciation 10b 672,343,608 186,519,985 10c 158,823,163
11 Investments—publicly traded securities .   11 176,837,415
12 Investments—other securities. See Part IV, line 11 ..... 189,923,221 12 228,785,068
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 30,515,615 15 22,978,505
16 Total assets. Add lines 1 through 15 (must equal line 33)... 1,275,552,065 16 1,032,220,770
Liabilities 17 Accounts payable and accrued expenses ..... 720,513,275 17 549,914,157
18 Grants payable ...   18  
19 Deferred revenue ......... 570,386 19 2,153,032
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 .. 12,361,685 23 6,764,214
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 233,091,921 25 224,398,300
26 Total liabilities. Add lines 17 through 25.. 966,537,267 26 783,229,703
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 309,014,798 27 248,991,067
28 Net assets with donor restrictions ...........   28  
Organizations that do not follow FASB ASC 958, check here right arrow 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 ........... 309,014,798 32 248,991,067
33 Total liabilities and net assets/fund balances ........ 1,275,552,065 33 1,032,220,770
Form 990 (2023)
Form 990 (2023)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
1,261,559,253
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
1,398,043,529
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-136,484,276
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
309,014,798
5
Net unrealized gains (losses) on investments ...............
5
13,843,434
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
62,617,111
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
248,991,067
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain on
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Uniform Guidance, 2 C.F.R. Part 200, Subpart F?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2023)
Form 990 (2023)
Additional Data


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

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Name of the organization
GROUP HEALTH PLAN INC
 
Employer identification number

41-0797853
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1
A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).
2
A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)
3
A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).
4
A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

5
An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)
6
A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).
7
An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)
8
A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)
9
An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:
10
An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
11
12
An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.
a
Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.
b
Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.
c
Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.
d
Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.
e
Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf ....            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) ..  
6 Public support. Subtract line 5 from line 4.  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support. Add lines 7 through 10  
12
12
 
13
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
33 1/3% support test—2023. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization .......................right arrow
b
33 1/3% support test—2022. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow
17a
10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
b
10%-facts-and-circumstances test—2022. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose            
3 Gross receipts from activities that are not an unrelated trade or business under section 513 .....            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge            
6 Total. Add lines 1 through 5            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
33 1/3% support tests-2023. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow
b
33 1/3 % support tests—2022. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow
20
Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described on 11a above?
11b
 
 
c
A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer lines 2a and 2b below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer lines 3a and 3b below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by 0.035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes 1  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity
2  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 3  
4 Amounts paid to acquire exempt-use assets 4  
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) 5  
6 Other distributions (describe in Part VI). See instructions 6  
7Total annual distributions. Add lines 1 through 6. 7  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI
). See instructions
8  
9 Distributable amount for 2023 from Section C, line 6 9  
10 Line 8 amount divided by Line 9 amount 10  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions
(ii)
Underdistributions
Pre-2023
(iii)
Distributable
Amount for 2023
1 Distributable amount for 2023 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI).
See instructions.
 
3 Excess distributions carryover, if any, to 2023:
a From 2018.......  
b From 2019.......  
c From 2020.......  
d From 2021.......  
e From 2022.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2023 distributable amount  
i Carryover from 2018 not applied (see
instructions)
 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2023 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2023 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2023, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions.
 
6 Remaining underdistributions for 2023. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions.
 
7 Excess distributions carryover to 2024. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a Excess from 2019.....  
b Excess from 2020.....  
c Excess from 2021.....  
d Excess from 2022.....  
e Excess from 2023.....  
Schedule A (Form 990) (2023)

Schedule A (Form 990) 2023
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 


Return Reference Explanation
SCHEDULE A, PART I, LN 3: GROUP HEALTH PLAN, INC. HAS OBTAINED TAX-EXEMPT STATUS AS AN ORGANIZATION WHOSE MAIN PURPOSE IS TO IMPROVE HEALTH AND WELL-BEING IN PARTNERSHIP WITH OUR MEMBERS, PATIENTS AND COMMUNITY. HOWEVER, GROUP HEALTH PLAN, INC. IS NOT REQUIRED TO BE LICENSED, REGISTERED, OR SIMILARLY RECOGNIZED BY THE STATE OF MINNESOTA AS A HOSPITAL AND IS NOT REQUIRED TO FILE SCHEDULE H.
Schedule A (Form 990) 2023


Additional Data


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

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

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

right arrow Complete if the organization is described below. right arrow Attach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public
Inspection
If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
GROUP HEALTH PLAN INC
 
Employer identification number

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

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

2
Political campaign activity expenditures. See instructions ....................................................................right arrow
$  
3
Volunteer hours for political campaign activities. See instructions ..................................................................
 

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

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

$  
4
Did the filing organization file Form 1120-POL for this year? ...................................................................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990) 2022

Schedule C (Form 990) 2022
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check right arrowexpenses, and share of excess lobbying expenditures).
B Check right arrow
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.)
(a) Filing
organization's
totals
(b) Affiliated group totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................    
b Total lobbying expenditures to influence a legislative body (direct lobbying) ........................ 553,303  
c Total lobbying expenditures (add lines 1a and 1b) ............................................................ 553,303  
d Other exempt purpose expenditures ............................................................................... 1,397,490,226  
e Total exempt purpose expenditures (add lines 1c and 1d) .................................................. 1,398,043,529  
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.
1,000,000  
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) ................................................. 250,000  
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................ 0  
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................ 0  
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ...................................................................................................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in)
(a) 2019 (b) 2020 (c) 2021 (d) 2022 (e) Total
2a Lobbying nontaxable amount 1,000,000 1,000,000 1,000,000 1,000,000 4,000,000
b Lobbying ceiling amount
(150% of line 2a, column(e))
6,000,000
c Total lobbying expenditures 491,516 511,019 518,426 553,303 2,074,264
d Grassroots nontaxable amount 250,000 250,000 250,000 250,000 1,000,000
e Grassroots ceiling amount
(150% of line 2d, column (e))
1,500,000
f Grassroots lobbying expenditures          
Schedule C (Form 990) 2022


Schedule C (Form 990) 2022
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
Yes|No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? ...........................................................................................................
 
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
 
 
c
Media advertisements? ...................................................................................................
 
 
 
d
Mailings to members, legislators, or the public? .............................................................................
 
 
 
e
Publications, or published or broadcast statements? ...........................................................
 
 
 
f
Grants to other organizations for lobbying purposes? ..........................................................
 
 
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
 
 
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
 
 
i
Other activities? ...................................................................................................................
 
 
 
j
Total. Add lines 1c through 1i ....................................................................................................
 
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
 
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
 
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures. See Instructions .........................................
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Schedule C (Form 990) 2022


Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
right arrow 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.
right arrow Attach to Form 990.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
Name of the organization
GROUP HEALTH PLAN INC
 
Employer identification number

41-0797853
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after July 25, 2006, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow  
4
Number of states where property subject to conservation easement is located right arrow  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................right arrow $  
(ii)
Assets included in Form 990, Part X ...............................right arrow $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................right arrow $  
b
Assets included in Form 990, Part X ...............................right arrow $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2022

Schedule D (Form 990) 2022
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance ....          
b Contributions ...          
c Net investment earnings, gains, and losses          
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ...
         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment right arrow  
b
Permanent endowment right arrow  
c
Term endowment right arrow  
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
 
 
(ii) Related organizations .................
3a(ii)
 
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment)
(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....   21,020,929 21,020,929
b Buildings ....   229,607,606 157,980,606 71,627,000
c Leasehold improvements   95,497,068 84,364,913 11,132,155
d Equipment ....   473,880,210 428,130,734 45,749,476
e Other .....   11,160,958 1,867,355 9,293,603
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..right arrow 158,823,163
Schedule D (Form 990) 2022

Schedule D (Form 990) 2022
Page 3
Part VII
Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)
(b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives.........    
(2) Closely-held equity interests........    
(3) Other
(A) PROFESSIONAL LIABILITY TRUST
60,627,624 C

(B) DEFERRED COMPENSATION INVESTMENTS
160,098,771 C

(C) INVESTMENT IN CRITICAL ACCESS HOSPITALS LOCATED IN WISCONSIN
4,735,610 C

(D) INVESTMENT IN SUBURBAN IMAGING, LLC.
2,952,393 C

(E) INVESTMENT IN "PET" IMAGING EQUIPMENT
-1,623 C

(F) INVESTMENT IN MYRTLE DIALYSIS
372,293 C
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)right arrow 228,785,068
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.)right arrow  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........right arrow  
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
CLAIMS PAYABLE 1,032,729
DEFERRED COMPENSATION AND BENEFITS 163,144,651
POST RETIREMENT OBLIGATION 3,328,477
PROFESSIONAL LIABILITY 39,159,184
LEASE OBLIGATION 17,733,259




Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)right arrow 224,398,300
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) 2022

Schedule D (Form 990) 2022
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ........... 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1.................. 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ........... 2d  
e Add lines 2a through 2d.................... 2e  
3 Subtract line 2e from line 1................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b..................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART X, LINE 2: GROUP HEALTH PLAN, INC. (GHI) IS INCLUDED IN THE HEALTHPARTNERS, INC. (HP) CONSOLIDATED AUDITED FINANCIAL STATEMENT. JUDGMENT IS REQUIRED IN DETERMINING HP'S EFFECTIVE TAX RATE AND IN EVALUATING ITS TAX POSITION. HP ESTABLISHES ACCRUALS FOR UNCERTAIN TAX POSITIONS WHEN, DESPITE THE BELIEF THAT HP'S TAX RETURN POSITIONS ARE FULLY SUPPORTABLE, HP BELIEVES THAT ITS POSITION MAY NOT BE FULLY SUSTAINED, PRIMARILY GIVEN THE RISKS ASSOCIATED WITH TAX LITIGATION OR DISPUTES. THE UNCERTAIN TAX POSITION ACCRUALS ARE ADJUSTED IN LIGHT OF CHANGING FACTS AND CIRCUMSTANCES, SUCH AS THE PROGRESS OF TAX AUDITS, CASE LAW, AND EMERGING LEGISLATION. HP'S EFFECTIVE TAX RATE INCLUDES THE IMPACT OF CHANGES TO THE ACCRUALS FOR UNCERTAIN TAX POSITIONS. HP CLASSIFIES INTEREST AND PENALTIES ON TAX-RELATED MATTERS AS INCOME AND OTHER TAX EXPENSE IN THE CONSOLIDATED STATEMENTS OF OPERATIONS AND CHANGES IN NET ASSETS. HP RECORDED NO LIABILITIES AT DECEMBER 31, 2023 OR 2022 FOR UNRECOGNIZED TAX BENEFITS.
Schedule D (Form 990) 2022


Additional Data


Software ID:  
Software Version:  





Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Name of the organization
GROUP HEALTH PLAN INC
 
Employer identification number
41-0797853
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government
(b) EIN (c) IRC section
(if applicable)
(d) Amount of cash grant (e) Amount of non-cash
assistance
(f) Method of valuation
(book, FMV, appraisal,
other)
(g) Description of
noncash assistance
(h) Purpose of grant
or assistance
(1) HUNGER SOLUTIONS
555 PARK STREET SUITE 400
SAINT PAUL,MN55103
36-3537366 501(C)(3) 13,812 0     PROGRAM SUPPORT
(2) NORTHERN STAR COUNCIL BOY SCOUTS
6202 BLOOMINGTON ROAD
FORT SNELLING,MN55111
20-3000282 501(C)(3) 25,000 0     PROGRAM SUPPORT
(3) FRIENDS OF ST PAUL PUBLIC LIBRARY
325 CEDAR STREET SUITE 555
SAINT PAUL,MN55101
41-6029683 501(C)(3) 12,000 0     PROGRAM SUPPORT
(4) TWIN CITIES HABITAT FOR HUMANITY
570 ASBURY STREET SUITE 208
ST PAUL,MN55104
41-1334642 501(C)(3) 16,200 0     PROGRAM SUPPORT
(5) REACH OUT AND READ MINNESOTA
3800 AMERICAN BLVD WEST SUITE
1500-8013
BLOOMINGTON,MN55431
81-1641189 501(C)(3) 10,000 0     PROGRAM SUPPORT
(6) BLOOMINGTON REMEMBERS VETERANS
PO BOX 201524
MINNEAPOLIS,MN55420
83-3103022 501(C)(3) 10,000 0     PROGRAM SUPPORT
(7) YMCA OF THE GREATER ST PAUL AREA
651 NICOLLET MALL SUITE NO 500
MINNEAPOLIS,MN55402
45-2563299 501(C)(3) 50,000 0     PROGRAM SUPPORT
(8) DIVISION OF INDIAN WORK
1001 E LAKE STREET
MINNEAPOLIS,MN55407
81-5265328 501(C)(3) 8,400 0     PROGRAM SUPPORT
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
8
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2023

Schedule I (Form 990) 2023
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients
(c) Amount of
cash grant
(d) Amount of
noncash assistance
(e) Method of valuation (book,
FMV, appraisal, other)
(f) Description of noncash assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
PART I, LINE 2: GROUP HEALTH PLAN, INC. (GHI) MANAGEMENT STAFF REVIEWS THE MISSION AND PURPOSE OF POTENTIAL GRANTEE ORGANIZATIONS TO ASSURE CONSISTENCY WITH GHI'S MISSION AND PURPOSE. AMOUNTS SUBSEQUENTLY GRANTED ARE SUBJECT TO GHI'S FORMAL SPENDING APPROVAL AND DOCUMENTATION PROCESS BASED ON AMOUNT OF THE EXPENDITURE.
Schedule I (Form 990) 2023



Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic Attach to Form 990.
medium right arrow graphic Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
GROUP HEALTH PLAN INC
 
Employer identification number

41-0797853
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
Yes
 
b
Any related organization? ......................
6b
Yes
 
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2023

Schedule J (Form 990) 2023
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation
(ii) Bonus & incentive
compensation
(iii) Other reportable compensation
1ANDREA M WALSH
PRESIDENT & CEO
(i)

(ii)
1,479,700
-------------
0
1,099,313
-------------
0
159,007
-------------
0
816,281
-------------
0
76,016
-------------
0
3,630,317
-------------
0
117,009
-------------
0
2CHAD M MYEROFF MD
PHYSICIAN, ORTHOPEDICS
(i)

(ii)
882,867
-------------
0
0
-------------
0
949,464
-------------
0
24,750
-------------
0
61,084
-------------
0
1,918,165
-------------
0
0
-------------
0
3TIMOTHY J KROSHUS MD
PHYSICIAN, SURGERY
(i)

(ii)
821,482
-------------
0
0
-------------
0
939,722
-------------
0
24,750
-------------
0
62,299
-------------
0
1,848,253
-------------
0
0
-------------
0
4MATTHEW M KANG MD
PHYSICIAN, NEUROSURGERY
(i)

(ii)
1,335,132
-------------
0
0
-------------
0
316,270
-------------
0
24,750
-------------
0
56,295
-------------
0
1,732,447
-------------
0
0
-------------
0
5NANCY A MCCLURE
CHIEF OPERATING OFFICER
(i)

(ii)
696,338
-------------
0
376,706
-------------
0
239,271
-------------
0
338,584
-------------
0
55,790
-------------
0
1,706,689
-------------
0
171,043
-------------
0
6KATIE B SAYRE
SVP HLTH PLAN OPS & GOV
(i)

(ii)
433,685
-------------
0
216,429
-------------
0
766,473
-------------
0
218,746
-------------
0
56,895
-------------
0
1,692,228
-------------
0
727,257
-------------
0
7PENNY D CERMAK
EVP & CFO
(i)

(ii)
837,843
-------------
0
528,150
-------------
0
17,273
-------------
0
229,689
-------------
0
55,299
-------------
0
1,668,254
-------------
0
0
-------------
0
8TROY J BOFFELI MD
CHAIR, DEPARTMENT
(i)

(ii)
1,038,674
-------------
0
14,000
-------------
0
337,644
-------------
0
88,844
-------------
0
56,921
-------------
0
1,536,083
-------------
0
0
-------------
0
9AHMAD S ABDULKARIM
PHYSICIAN, GASTEROENTEROLOGY
(i)

(ii)
711,667
-------------
0
19,000
-------------
0
630,715
-------------
0
68,545
-------------
0
56,502
-------------
0
1,486,429
-------------
0
0
-------------
0
10SUSAN M KNUDSON
EVP-CHIEF HEALTH ENGAGEMENT
(i)

(ii)
688,657
-------------
0
367,500
-------------
0
31,067
-------------
0
336,308
-------------
0
52,334
-------------
0
1,475,866
-------------
0
0
-------------
0
11DELINDA H WASHINGTON
SVP CPO
(i)

(ii)
555,233
-------------
0
506,750
-------------
0
17,595
-------------
0
157,135
-------------
0
52,242
-------------
0
1,288,955
-------------
0
0
-------------
0
12STEVEN M CONNELLY MD
DIRECTOR & EXEC. MEDICAL D
(i)

(ii)
0
-------------
678,948
0
-------------
331,281
0
-------------
86,512
0
-------------
113,475
0
-------------
62,443
0
-------------
1,272,659
0
-------------
69,659
13MARK R SANNES MD
EXC MEDICAL DIRECTOR
(i)

(ii)
0
-------------
635,566
0
-------------
305,625
0
-------------
58,696
0
-------------
108,508
0
-------------
61,039
0
-------------
1,169,434
0
-------------
41,983
14JAMES W EPPEL
EXECUTIVE VP AND CAO
(i)

(ii)
275,166
-------------
0
546,716
-------------
0
208,084
-------------
0
24,750
-------------
0
38,008
-------------
0
1,092,724
-------------
0
172,769
-------------
0
15NANCY L EVERT
SECRETARY & SR VP GEN CNSL
(i)

(ii)
503,395
-------------
0
251,362
-------------
0
56,515
-------------
0
206,367
-------------
0
32,307
-------------
0
1,049,946
-------------
0
36,575
-------------
0
16DAVID S GESKO
SR VP - DENTAL DIRECTOR
(i)

(ii)
525,807
-------------
0
263,565
-------------
0
57,664
-------------
0
117,908
-------------
0
48,373
-------------
0
1,013,317
-------------
0
18,580
-------------
0
17MARK E HANSBERRY
SVP & CHIEF MKTG DIRECTOR
(i)

(ii)
478,083
-------------
0
226,224
-------------
0
37,609
-------------
0
103,493
-------------
0
47,240
-------------
0
892,649
-------------
0
32,767
-------------
0
18BRIAN S O'SHIELDS
VP - ACTUARIAL AND UNDERWR
(i)

(ii)
418,214
-------------
0
215,378
-------------
0
54,261
-------------
0
96,191
-------------
0
46,324
-------------
0
830,368
-------------
0
33,624
-------------
0
19BRANDI L LUNNEBORG
LAKEVIEW PRESIDENT
(i)

(ii)
414,094
-------------
0
212,500
-------------
0
44,867
-------------
0
94,716
-------------
0
45,235
-------------
0
811,412
-------------
0
2,556
-------------
0
20KEVIN J PALATTAO
SVP DIGITAL CARE DELIVERY
(i)

(ii)
356,984
-------------
0
181,864
-------------
0
52,088
-------------
0
175,212
-------------
0
44,786
-------------
0
810,934
-------------
0
13,341
-------------
0
21JENNIFER L MYSTER
VP - HP CARE GROUP
(i)

(ii)
473,822
-------------
0
146,111
-------------
0
37,981
-------------
0
94,631
-------------
0
45,548
-------------
0
798,093
-------------
0
16,047
-------------
0
22DENNIS M ZUZEK
SVP & CTO
(i)

(ii)
419,047
-------------
0
204,425
-------------
0
15,549
-------------
0
93,902
-------------
0
45,158
-------------
0
778,081
-------------
0
0
-------------
0
23RANDALL M BILLINGS
SVP PROVIDER PARTNERSHIPS
(i)

(ii)
419,251
-------------
0
205,000
-------------
0
4,485
-------------
0
91,370
-------------
0
44,980
-------------
0
765,086
-------------
0
0
-------------
0
24TOBI TANZER
SVP CORPORATE INTEGRITY
(i)

(ii)
356,470
-------------
0
179,375
-------------
0
15,833
-------------
0
165,766
-------------
0
44,210
-------------
0
761,654
-------------
0
0
-------------
0
25ALITA RISINGER
SVP, CFO-CARE DELIVERY
(i)

(ii)
452,971
-------------
0
40,000
-------------
0
81,263
-------------
0
72,026
-------------
0
40,026
-------------
0
686,286
-------------
0
0
-------------
0
26JENNIFER DANIELSON
EVP & CHIEF HEALTH PLAN OFF
(i)

(ii)
384,196
-------------
0
75,000
-------------
0
104,644
-------------
0
72,301
-------------
0
32,245
-------------
0
668,386
-------------
0
0
-------------
0
27CARA M HULL
CHIEF QUALTY OFFICER
(i)

(ii)
374,367
-------------
0
194,263
-------------
0
22,009
-------------
0
24,750
-------------
0
44,830
-------------
0
660,219
-------------
0
0
-------------
0
28NICO P PRONK PHD
VP & HEALTH SCIENCE OFFICE
(i)

(ii)
380,678
-------------
0
114,843
-------------
0
17,222
-------------
0
97,538
-------------
0
43,749
-------------
0
654,030
-------------
0
0
-------------
0
29VIRGINIA L KAKACEK MD
HEALTH PLAN CHIEF MED OFFICER
(i)

(ii)
370,856
-------------
0
111,419
-------------
0
34,899
-------------
0
33,231
-------------
0
43,827
-------------
0
594,232
-------------
0
0
-------------
0
30PATRICK T COURNEYA MD
SR.VP, CHPMO
(i)

(ii)
220,858
-------------
0
236,391
-------------
0
37,048
-------------
0
39,914
-------------
0
37,024
-------------
0
571,235
-------------
0
0
-------------
0
31PAMELA S ZOELLER
VP - SPECIALTY CARE & CLIN
(i)

(ii)
364,895
-------------
0
107,987
-------------
0
8,481
-------------
0
25,756
-------------
0
43,195
-------------
0
550,314
-------------
0
0
-------------
0
32LESLIE G DOCKAN
VP, PRIMARY CARE & CLINIC
(i)

(ii)
366,388
-------------
0
105,491
-------------
0
5,885
-------------
0
24,750
-------------
0
43,140
-------------
0
545,654
-------------
0
0
-------------
0
33VINI T MANCHANDA
VP - SUPPLY CHAIN SERVICES
(i)

(ii)
312,239
-------------
0
116,725
-------------
0
10,897
-------------
0
61,976
-------------
0
42,498
-------------
0
544,335
-------------
0
0
-------------
0
34CHAD C HEIM
VP - HEALTH INFORMATICS
(i)

(ii)
316,248
-------------
0
95,977
-------------
0
9,727
-------------
0
78,027
-------------
0
41,808
-------------
0
541,787
-------------
0
0
-------------
0
35FRANK J MULLER
VP - TECHNOLOGY & INFRASTR
(i)

(ii)
316,534
-------------
0
93,657
-------------
0
9,664
-------------
0
79,378
-------------
0
42,219
-------------
0
541,452
-------------
0
0
-------------
0
36SCOTT M ROBERTSON
VP WEB & MOBILE
(i)

(ii)
375,983
-------------
0
108,702
-------------
0
11,699
-------------
0
24,750
-------------
0
18,678
-------------
0
539,812
-------------
0
0
-------------
0
37KEVIN R RONNEBERG
VP - ASSOCIATE MEDICAL DIR
(i)

(ii)
322,761
-------------
0
108,579
-------------
0
35,120
-------------
0
24,750
-------------
0
42,534
-------------
0
533,744
-------------
0
0
-------------
0
38PAHOUA Y HOFFMAN
SR VP GOV & COM RELATIONS
(i)

(ii)
298,112
-------------
0
123,833
-------------
0
5,912
-------------
0
62,902
-------------
0
42,295
-------------
0
533,054
-------------
0
0
-------------
0
39AMY L DEWANE
VP - CARE SYSTEMS GROWTH
(i)

(ii)
333,972
-------------
0
104,314
-------------
0
19,763
-------------
0
24,750
-------------
0
42,829
-------------
0
525,628
-------------
0
0
-------------
0
40MARGARET D HELMS
VP, HEALTH INFORMATICS
(i)

(ii)
323,604
-------------
0
116,900
-------------
0
6,958
-------------
0
24,750
-------------
0
42,235
-------------
0
514,447
-------------
0
0
-------------
0
41DAVID L BUSCH
VP PHARMACY OPERATIONS
(i)

(ii)
298,756
-------------
0
90,727
-------------
0
14,086
-------------
0
66,596
-------------
0
41,961
-------------
0
512,126
-------------
0
0
-------------
0
42DENISE WATERS DONNA
VP REVENUE CYCLE
(i)

(ii)
354,105
-------------
0
77,500
-------------
0
7,533
-------------
0
24,750
-------------
0
42,113
-------------
0
506,001
-------------
0
0
-------------
0
43JASON M GALLAGHER
VP HEALTH AND CARE ENGAGEM
(i)

(ii)
309,524
-------------
0
95,977
-------------
0
16,466
-------------
0
34,008
-------------
0
41,808
-------------
0
497,783
-------------
0
0
-------------
0
44JENNIFER J CLELLAND
VP GOVERNMENT PROGRAMS
(i)

(ii)
284,057
-------------
0
81,843
-------------
0
11,806
-------------
0
70,531
-------------
0
41,549
-------------
0
489,786
-------------
0
0
-------------
0
45KATHY JOHNSON
SVP & CFO
(i)

(ii)
290,562
-------------
0
53,677
-------------
0
7,694
-------------
0
96,307
-------------
0
41,228
-------------
0
489,468
-------------
0
0
-------------
0
46KIMBERLY T EGAN
VP HR REGIONS HOSPITAL
(i)

(ii)
288,845
-------------
0
113,537
-------------
0
9,350
-------------
0
24,750
-------------
0
42,106
-------------
0
478,588
-------------
0
0
-------------
0
47STEVEN D BUNDE
VP INTERNAL AUDIT, INTEGRI
(i)

(ii)
264,517
-------------
0
78,256
-------------
0
8,286
-------------
0
89,594
-------------
0
25,253
-------------
0
465,906
-------------
0
0
-------------
0
48REBECCA A WOODY
VP - HEALTH SOLUTIONS SALE
(i)

(ii)
255,223
-------------
0
141,533
-------------
0
12,585
-------------
0
24,750
-------------
0
26,216
-------------
0
460,307
-------------
0
0
-------------
0
49ALICIA L GILBERT
VP COMP AND BENEFITS
(i)

(ii)
291,503
-------------
0
96,277
-------------
0
5,019
-------------
0
24,750
-------------
0
41,332
-------------
0
458,881
-------------
0
0
-------------
0
50AMY E MAHAN
VP HEALTH SOLUTIONS
(i)

(ii)
237,411
-------------
0
144,518
-------------
0
7,111
-------------
0
26,613
-------------
0
41,737
-------------
0
457,390
-------------
0
0
-------------
0
51MARK M MATZKE
VP HEALTH SOLUTIONS
(i)

(ii)
226,598
-------------
0
139,084
-------------
0
17,441
-------------
0
24,750
-------------
0
41,216
-------------
0
449,089
-------------
0
0
-------------
0
52JOSEPH D LACEYGOTZ
VP HEALTH SOLUTIONS
(i)

(ii)
241,702
-------------
0
75,048
-------------
0
7,976
-------------
0
81,849
-------------
0
39,868
-------------
0
446,443
-------------
0
0
-------------
0
53VINCE J RIVARD
VP - COMMUNICATIONS
(i)

(ii)
251,222
-------------
0
77,149
-------------
0
14,590
-------------
0
59,754
-------------
0
41,047
-------------
0
443,762
-------------
0
0
-------------
0
54WENDY M WEEKS
VP CARE DELIVERY SYSTEMS
(i)

(ii)
242,543
-------------
0
74,999
-------------
0
9,266
-------------
0
68,615
-------------
0
40,291
-------------
0
435,714
-------------
0
0
-------------
0
55ANTHONY J ANDERSEN
VP UNDERWRITING
(i)

(ii)
233,984
-------------
0
73,500
-------------
0
17,928
-------------
0
77,313
-------------
0
24,762
-------------
0
427,487
-------------
0
0
-------------
0
56FRANK P MCQUILLAN
VP -TREASURY
(i)

(ii)
157,693
-------------
0
90,727
-------------
0
45,964
-------------
0
101,194
-------------
0
28,267
-------------
0
423,845
-------------
0
0
-------------
0
57CASEY M NOLAN
VP HR-SYSTEMS
(i)

(ii)
256,447
-------------
0
92,850
-------------
0
6,837
-------------
0
24,750
-------------
0
40,734
-------------
0
421,618
-------------
0
0
-------------
0
58PAUL LEHMANN
VP - PVT SEC HLTH SOLUTIONS
(i)

(ii)
208,300
-------------
0
105,888
-------------
0
6,017
-------------
0
59,344
-------------
0
40,234
-------------
0
419,783
-------------
0
0
-------------
0
59FELIX K ANKEL MD
FORMER EXEC. DIRECTOR
(i)

(ii)
247,428
-------------
0
0
-------------
0
37,215
-------------
0
83,590
-------------
0
38,145
-------------
0
406,378
-------------
0
0
-------------
0
60ERIC C ZILGE
VP CUSTOMER SERVICE
(i)

(ii)
269,170
-------------
0
73,326
-------------
0
8,911
-------------
0
24,750
-------------
0
25,269
-------------
0
401,426
-------------
0
0
-------------
0
61JULIE M BUNDE
VP PRODUCT & MARKET
(i)

(ii)
225,035
-------------
0
68,523
-------------
0
9,616
-------------
0
68,169
-------------
0
24,492
-------------
0
395,835
-------------
0
0
-------------
0
62STEPHEN W DI RITO
VP SECURITY
(i)

(ii)
256,374
-------------
0
85,000
-------------
0
5,333
-------------
0
24,750
-------------
0
16,272
-------------
0
387,729
-------------
0
0
-------------
0
63STEVEN C HOUSH
VP ORTHOPEDIC SERVICES
(i)

(ii)
195,879
-------------
0
111,847
-------------
0
10,243
-------------
0
17,247
-------------
0
28,704
-------------
0
363,920
-------------
0
0
-------------
0
64BRETT HENTGES
VP ACCT & FINANCE REPORTING
(i)

(ii)
305,110
-------------
0
0
-------------
0
3,560
-------------
0
18,417
-------------
0
35,486
-------------
0
362,573
-------------
0
0
-------------
0
65JESSICA ARNESON
VP ORTHO & REHAB SVCS
(i)

(ii)
0
-------------
244,072
0
-------------
37,678
0
-------------
864
0
-------------
22,767
0
-------------
52,614
0
-------------
357,995
0
-------------
0
66JEANETTE L AUGUSTSON
VP HP INSTITUTE
(i)

(ii)
208,994
-------------
0
65,221
-------------
0
10,134
-------------
0
22,104
-------------
0
40,058
-------------
0
346,511
-------------
0
0
-------------
0
67BRIAN H RANK MD
FORMER MEDICAL DIRECTOR
(i)

(ii)
140,281
-------------
0
0
-------------
0
119,536
-------------
0
60,073
-------------
0
22,159
-------------
0
342,049
-------------
0
0
-------------
0
68JACK DRESSEN JOHN
VP HOSPITAL SPECIALTY SVCS
(i)

(ii)
216,928
-------------
0
40,199
-------------
0
12,668
-------------
0
21,149
-------------
0
39,033
-------------
0
329,977
-------------
0
0
-------------
0
69BARBARA H COX
VP LEG & REGULATION AFFAIR
(i)

(ii)
180,917
-------------
0
54,540
-------------
0
11,687
-------------
0
19,289
-------------
0
39,469
-------------
0
305,902
-------------
0
0
-------------
0
70HEIDI G CONRAD
FORMER VP & CFO
(i)

(ii)
0
-------------
0
179,908
-------------
0
0
-------------
0
33,699
-------------
0
12,541
-------------
0
226,148
-------------
0
0
-------------
0
Schedule J (Form 990) 2023

Schedule J (Form 990) 2023
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 4B DEFERRED COMPENSATION IN COLUMN C OF SCHEDULE J, PART II INCLUDES AMOUNTS FROM A NONQUALIFIED 457(F) PLAN FOR THE FOLLOWING DIRECTORS AND OFFICERS: RANDALL M. BILLINGS $ 44,110 PENNY D. CERMAK $ 125,285 STEVEN M. CONNELLY, MD $83,195 NANCY L. EVERT $ 54,148 DAVID S. GESKO $ 34,421 MARK E. HANSBERRY $ 49,962 PAHOUA Y. HOFFMAN $30,366 SUSAN M. KNUDSON $ 73,838 NANCY A. MCCLURE $ 54,316 JENNIFER L. MYSTER $ 45,684 BRANDI L. LUNNEBORG $23,225 BRIAN S. O'SHIELDS $ 46,437 KEVIN J. PALATTAO $ 16,789 MARK R. SANNES $78,228 KATHERINE B. SAYRE $ 24,237 TOBI TANZER $ 38,806 ANDREA M. WALSH $ 314,063 DELINDA H. WASHINGTON $ 75,858 DENNIS M. ZUZEK $ 45,332 ALITA R. RISINGER $ 34,771 KATHY JOHNSON $24,011 VIRGINIA L. KAKACEK $8,481 JENNIFER DANIELSON $42,481
PART I, LINE 6 OFFICERS AND HIGHEST COMPENSATED EMPLOYEES MAY RECEIVE COMPENSATION BASED ON THE LEADER INCENTIVE PROGRAM (PROGRAM) OF GROUP HEALTH PLAN INC OR PARK NICOLLET HEALTH SERVICES. THE PROGRAM INCENTS AND REWARDS BUSINESS LEADERS WHO HELP THE ORGANIZATION ACHIEVE STATED BUSINESS AND/OR HEALTH IMPROVEMENT GOALS FOR A SPECIFIC FISCAL YEAR. THE PROGRAM IS A KEY ELEMENT OF THE PARTICIPANT'S TOTAL COMPENSATION PACKAGE. THE PROGRAM REWARDS ARE BASED ON POSITION IN THE ORGANIZATION (E.G. SENIOR VICE PRESIDENT, VICE PRESIDENT, DIRECTOR, MANAGER, OTHER SPECIFICALLY IDENTIFIED LEADERS) AND THE ACHIEVEMENT OF BUSINESS AND HEALTH IMPROVEMENT GOALS ESTABLISHED IN A VARIETY OF AREAS. GOALS WILL BE RELATED TO THE ORGANIZATION'S STRATEGIC PLAN AND WILL BE BALANCED. THESE AREAS MAY INCLUDE, BUT ARE NOT LIMITED TO, PATIENT SATISFACTION, EMPLOYEE SATISFACTION, WORK ENVIRONMENT, HEALTH EQUITY, HEALTHCARE AFFORDABILITY MEASURES, HEALTH CARE PLAN AND DELIVERY MARKET SHARE, STRATEGIC CAPABILITIES, HOSPITAL AND CLINIC QUALITY MEASURES, FINANCIAL PERFORMANCE (OPERATING INCOME), ETC., AND WILL BE DEFINED ANNUALLY FOR EACH YEAR'S PROGRAM. AN OPERATING INCOME THRESHOLD MUST BE MET FOR ANY PAYMENT TO BE MADE FROM THE PROGRAM AND THERE IS A CAP ON THE MAXIMUM INCENTIVE POTENTIALLY AVAILABLE TO EACH PARTICIPANT.
SCHEDULE J, PART II - PRIOR REPORTED COMPENSATION COLUMN (F) INCLUDES AMOUNTS PAID TO PARTICIPANTS IN THE CURRENT YEAR, WHICH WERE PREVIOUSLY REPORTED IN COLUMN (C) OF PRIOR YEARS' 990'S, AS RETIREMENT AND DEFERRED COMPENSATION, FOR THE FOLLOWING DIRECTORS, OFFICERS, AND FORMER OFFICERS: STEVEN M. CONNELLY, MD $ 69,659 JAMES W. EPPEL $ 172,769 NANCY L. EVERT $ 36,575 DAVID S. GESKO, DDS $ 18,580 MARK E. HANSBERRY $ 32,767 BRANDI LUNNEBORG $ 2,556 NANCY A. MCCLURE $ 171,043 JENNIFER L. MYSTER $ 16,047 BRIAN S. O'SHIELDS $ 33,624 KEVIN J. PALATTAO $ 13,341 MARK R. SANNES, MD $ 41,983 KATIE B. SAYRE $ 727,257 ANDREA M. WALSH $ 117,009 ANY ANALYSIS OF EARNINGS FOR THE CURRENT YEAR, FOR THESE PARTICIPANTS OF THE PLAN, SHOULD EXCLUDE THE AMOUNT IN COLUMN F AS PART OF THE ANALYSIS SINCE THOSE EARNINGS WERE ALREADY REPORTED IN COLUMN (C) OF PREVIOUS YEARS' 990'S.
Schedule J (Form 990) 2023

Additional Data


Software ID:  
Software Version:  
Schedule L
(Form 990)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
Attach to Form 990 or Form 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
GROUP HEALTH PLAN INC
 
Employer identification number

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

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e) Original principal amount (f) Balance due (g) In default? (h) Approved by board or committee? (i) Written agreement?
To From Yes No Yes No Yes No
Total ............... $  
Part III
Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990) 2023
Schedule L (Form 990) 2023
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) DAVID GALLAGHER BROTHER OF JASON GALLAGHER 190,167 EMPLOYMENT   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990) 2023


Additional Data


Software ID:  
Software Version:  




SCHEDULE O
(Form 990)

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

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Name of the organization
GROUP HEALTH PLAN INC
 
Employer identification number

41-0797853
Return Reference Explanation
FORM 990, PART III, LINE 4A - EXEMPT PURPOSE AND ACHIEVEMENTS CORPORATE STRUCTURE, PURPOSE, GOVERNANCE GROUP HEALTH PLAN, INC. (GHI) IS A MINNESOTA NON-PROFIT CORPORATION AND LICENSED HEALTH MAINTENANCE ORGANIZATION (HMO) RECOGNIZED AS EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3) AND PART OF THE HEALTHPARTNERS ORGANIZATION REFERRED TO COLLECTIVELY AS "HEALTHPARTNERS". HEALTHPARTNERS IS A NONPROFIT ORGANIZATION WITH A MISSION OF IMPROVING HEALTH AND WELL-BEING IN PARTNERSHIP WITH ITS PATIENTS, MEMBERS AND COMMUNITY. AN INTEGRATED SYSTEM OF CARE AND COVERAGE SINCE ITS FOUNDING IN 1957, HEALTHPARTNERS IS AN INTEGRATED HEALTH CARE ORGANIZATION, PROVIDING HEALTH CARE SERVICES AND HEALTH PLAN FINANCING AND ADMINISTRATION. HEALTHPARTNERS' MISSION IS TO IMPROVE HEALTH AND WELL-BEING IN PARTNERSHIP WITH OUR MEMBERS, PATIENTS, AND COMMUNITY. HEALTHPARTNERS SEEKS TO TRANSFORM HEALTH CARE THROUGH A RELENTLESS FOCUS ON THE TRIPLE AIM - PROVIDING EXCEPTIONAL EXPERIENCE FOR THE INDIVIDUAL, IMPROVING THE HEALTH OF THE POPULATION, AND MAINTAINING AFFORDABILITY. HEALTHPARTNERS, INC. (HPI) IS A MINNESOTA NONPROFIT CORPORATION AND LICENSED HEALTH MAINTENANCE ORGANIZATION (HMO) RECOGNIZED AS EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(C)(4) AND IS THE PARENT ENTITY OF HEALTHPARTNERS ORGANIZATIONS REFERRED TO COLLECTIVELY AS "HEALTHPARTNERS". HEALTHPARTNERS INCLUDES AN ARRAY OF TAX-EXEMPT AND TAXABLE ORGANIZATIONS. HEALTHPARTNERS PROVIDES A FULL RANGE OF HEALTH CARE DELIVERY AND HEALTH PLAN SERVICES INCLUDING INSURANCE, PATIENT CARE, ADMINISTRATION AND HEALTH AND WELL-BEING PROGRAMS. HEALTHPARTNERS HEALTH PLANS SERVE MORE THAN 1.8 MILLION MEDICAL AND DENTAL MEMBERS NATIONWIDE. HEALTHPARTNERS MEDICAL CARE SYSTEM INCLUDES MORE THAN 2,000 EMPLOYED PHYSICIANS AND DENTISTS, EIGHT OWNED HOSPITALS WITH OVER 1,000 ACUTE CARE BEDS, OVER 100 PRIMARY AND SPECIALTY CARE MEDICAL FACILITIES AND DENTAL FACILITIES WITH PRACTICES IN MINNESOTA AND WESTERN WISCONSIN SERVING MORE THAN 1.34 MILLION PATIENTS. HEALTHPARTNERS HEALTH PLANS CONTRACT WITH OTHER PRIMARY AND SPECIALTY MEDICAL FACILITIES AND DENTAL FACILITIES, PHYSICIAN GROUPS, HOSPITALS, AND RELATED HEALTHCARE PROVIDERS TO SERVE PLAN MEMBERS. HEALTHPARTNERS ALSO PROVIDES MEDICAL EDUCATION AND TRAINING TO MEDICAL PROFESSIONALS AND CONDUCTS RESEARCH AND FUNDRAISING ACTIVITIES THAT SUPPORT THE HEALTH CARE DELIVERY SYSTEM. HEALTHPARTNERS COLLABORATES WITH OTHER PLANS, CARE PROVIDERS AND OTHER COMMUNITY AND BUSINESS ORGANIZATIONS IN THE REGION AND THROUGHOUT THE NATION TO INCREASE ACCESS, CREATE AND SHARE QUALITY MEASURES AND INITIATIVES, PARTICIPATE IN DEVELOPMENT OF PUBLIC POLICY, AND COLLABORATE IN IMPROVEMENTS THAT SUPPORT THE TRIPLE AIM. AMONG HEALTHPARTNERS' SIGNATURE INITIATIVES ARE TOTAL COST OF CARE MEASUREMENTS (A NATIONALLY RECOGNIZED METRIC, ENABLING MEASUREMENT AND INCENTIVES BASED ON COORDINATION AND EVIDENCE-BASED PRACTICES), MENTAL HEALTH (REDUCING STIGMA, AND ASSURING ACCESS TO HIGH QUALITY CARE IN THE MOST APPROPRIATE SETTINGS), CHILDREN'S HEALTH (IMPROVING CHILD HEALTH BY PROMOTING EARLY BRAIN DEVELOPMENT, PROVIDING FAMILY CENTERED CARE, AND STRENGTHENING COMMUNITIES), EQUITY, INCLUSION, AND ANTI-RACISM (ADDRESSING HEALTH EQUITY, ELIMINATING HEALTH CARE DISPARITIES, INCREASING DIVERSITY AND INCLUSION IN OUR WORKPLACES, BUILDING AN ANTI-RACIST CULTURE, AND DEEPENING OUR COLLECTIVE UNDERSTANDING OF CULTURAL HUMILITY) AND SUSTAINABILITY (ENERGY EFFICIENCY, WASTE REDUCTION, AND RESOURCE MANAGEMENT). A COMPLETE LISTING OF ALL ORGANIZATIONS WITHIN HEALTHPARTNERS, AND THE RELATIONSHIP BETWEEN THEM, CAN BE FOUND ON SCHEDULE R WITHIN THIS 990 RETURN. DETAILED INFORMATION ABOUT THE COMMUNITY BENEFIT ACTIVITIES AND ACCOMPLISHMENTS OF EACH TAX-EXEMPT ORGANIZATION CAN BE FOUND IN THE INDIVIDUAL FORM 990 RETURN FOR THAT ORGANIZATION. HEALTHPARTNERS IS DRIVING CHANGE THAT HELPS OUR MEMBERS AND PATIENTS LIVE HEALTHIER LIVES. HEALTHPARTNERS COLLABORATES WITH OTHER PLANS, CARE PROVIDERS AND OTHER COMMUNITY AND BUSINESS ORGANIZATIONS IN THE REGION AND THROUGHOUT THE NATION TO INCREASE ACCESS, CREATE AND SHARE QUALITY MEASURES AND INITIATIVES, PARTICIPATE IN DEVELOPMENT OF PUBLIC POLICY, AND COLLABORATE IN IMPROVEMENTS THAT SUPPORT THE TRIPLE AIM. AMONG HEALTHPARTNERS' SIGNATURE INITIATIVES CONTINUING IN 2023 ARE TOTAL COST OF CARE MEASUREMENTS (DEVELOPMENT OF A NATIONALLY RECOGNIZED METRIC, ENDORSED BY THE NATIONAL QUALITY FORUM, ENABLING MEASUREMENT AND INCENTIVES BASED ON COORDINATION AND EVIDENCE-BASED PRACTICES), MENTAL HEALTH (REDUCING STIGMA, AND ASSURING ACCESS TO HIGH QUALITY CARE IN THE MOST APPROPRIATE SETTINGS), CHILDREN'S HEALTH (IMPROVING CHILD HEALTH BY PROMOTING EARLY BRAIN DEVELOPMENT, PROVIDING FAMILY CENTERED CARE, AND STRENGTHENING COMMUNITIES), AND SUSTAINABILITY (ENERGY EFFICIENCY, WASTE REDUCTION, AND RESOURCE MANAGEMENT). HEALTHPARTNERS, INC. (HPI) IS THE PARENT ENTITY OF HEALTHPARTNERS AND IS A MINNESOTA NON-PROFIT CORPORATION AND LICENSED HEALTH MAINTENANCE ORGANIZATION (HMO) RECOGNIZED AS EXEMPT FROM FEDERAL INCOME TAX UNDER IRC SECTION 501(C)(4) AND IS THE SOLE CORPORATE MEMBER OF GHI. GHI IS COMMITTED TO IMPROVING THE HEALTH OF THE COMMUNITY BY PROVIDING PREPAID MEDICAL AND DENTAL CARE TO ITS ENROLLED MEMBERS AND MEDICAL AND DENTAL CARE TO FEE-FOR-SERVICE PATIENTS, INCREASING ACCESS TO AFFORDABLE MEDICAL AND DENTAL CARE IN THE COMMUNITY AND RAISING THE STANDARDS OF MEDICAL AND DENTAL CARE IN THE COMMUNITY. THE GHI STAFF MODEL HMO COMBINES FINANCING AND HEALTH CARE SERVICES FOR THE PURPOSE OF IMPROVING THE HEALTH OF ITS MEMBERS AND PATIENTS. PEOPLE WHO ENROLL IN A GHI MANAGED CARE PRODUCT RECEIVE A FULL RANGE OF PREPAID HEALTH CARE SERVICES, INCLUDING PROFESSIONAL CARE IN HOSPITALS, PHYSICIAN SERVICES, IMAGING AND LABORATORY SERVICES, VARIOUS THERAPIES, PREVENTIVE SERVICES, HEALTH EDUCATION AND CERTAIN PRESCRIPTION DRUGS. ADDITIONALLY, GHI'S EMPLOYED AND CONTRACTED PHYSICIANS PROVIDE A SUBSTANTIAL AMOUNT OF HEALTH CARE SERVICES TO A WIDE ARRAY OF PATIENTS WHO ARE NOT ENROLLED IN GHI'S MANAGED CARE PRODUCTS, SOME OF WHOM ARE UNINSURED OR UNDERINSURED. GHI ALSO OPERATES A MEDICARE-CERTIFIED AND MINNESOTA-LICENSED HOSPICE PROGRAM FOR PATIENTS WITH A TERMINAL DIAGNOSIS OF SIX MONTHS OR LESS. HEALTHPARTNERS OPERATES A PATIENT COUNCIL THAT GIVES MEMBERS AND PATIENTS A FORUM TO PROVIDE INPUT TO IMPROVE HEALTHPARTNERS PROGRAMS AND SERVICES. THE PATIENT COUNCIL IS MADE UP OF A GROUP OF 15 HEALTH PLAN MEMBERS WHO MEET TEN TIMES ANNUALLY AND PROVIDE FEEDBACK ON A VARIETY OF HEALTH CARE TOPICS. THIS FEEDBACK IS INCORPORATED IN THE DESIGN AND PLANNING OF PROGRAMS AND SERVICES. HEALTHPARTNERS MEDICAL GROUP (HPMG) & HEALTHPARTNERS DENTAL GROUP (HPDG) GHI PROVIDES COVERAGE TO MEMBERS AND SERVICES TO PATIENTS THROUGH A BROAD NETWORK OF HOSPITALS AND CLINICS, INCLUDING THOSE STAFFED BY GHI EMPLOYED PHYSICIANS. GHI'S EMPLOYED PHYSICIANS AND DENTISTS ARE KNOWN AS HEALTHPARTNERS MEDICAL GROUP (HPMG) AND HEALTHPARTNERS DENTAL GROUP (HPDG) RESPECTIVELY. HPMG IS ONE OF MINNESOTA'S LARGEST MEDICAL GROUPS. HPMG EMPLOYS APPROXIMATELY 600 FULL TIME EQUIVALENT PHYSICIANS. HPMG PHYSICIANS PRACTICE IN MORE THAN 36 MEDICAL AND SURGICAL SPECIALTIES. FOR MORE THAN 46 YEARS, HPDG HAS BEEN RECOGNIZED AS A LEADER IN INNOVATIVE DENTISTRY. HPDG OWNS AND OPERATES 20 DENTAL CLINICS AND A DENTAL SPECIALTY CLINIC WITH APPROXIMATELY 75 DENTISTS AND CONTRACTS WITH AN ADDITIONAL 2,200 PLUS DENTISTS IN THE HEALTHPARTNERS DENTAL NETWORK TO PROVIDE DENTAL CARE. HPDG DENTAL CLINICS OFFER A WIDE RANGE OF INDIVIDUALIZED, INNOVATIVE SERVICES FROM BASIC PREVENTIVE DENTISTRY TO HIGHLY SPECIALIZED CARE, INCLUDING SPECIALISTS IN ORTHODONTICS, ORAL SURGERY, PERIODONTICS, PROSTHODONTICS AND PEDIATRIC DENTISTRY. HPDG IS A CRITICAL ACCESS PROVIDER OF DENTAL SERVICES; THAT MEANS THAT A SIGNIFICANT NUMBER OF ITS PATIENTS ARE ENROLLED IN A GOVERNMENT PROGRAM. HPDG HAS THE LARGEST NUMBER OF GOVERNMENT PROGRAM DENTAL PATIENTS IN THE STATE. HPDG REMAINS COMMITTED TO FINDING THE MOST EFFECTIVE WAYS TO IMPROVE OUR PATIENTS' DENTAL HEALTH AND IS ONE OF THE FEW DENTAL PRACTICES THAT CONDUCTS A RISK ASSESSMENT FOR PATIENTS, WHICH ALLOWS US TO CREATE AN INDIVIDUALIZED PROGRAM OF TRUE PREVENTIVE DENTAL CARE BASED ON PATIENT NEEDS AND DESIRES.
PART III, CONT. OUR HEALTHPARTNERS MIDWAY DENTAL CLINIC IS THE SITE OF OUR NEWLY CREATED ADVANCED EDUCATION IN GENERAL DENTISTRY (AEGD) RESIDENCY AND FEATURES SIX DENTAL RESIDENTS. THE CLINIC FOCUSES ON SERVING PATIENTS ENROLLED IN MINNESOTA PUBLIC PROGRAMS. THIS CLINIC PROVIDES INTERPRETER SERVICES AND SAME-DAY ACCESS TO URGENT CARE AND APPOINTMENTS. THIS MODEL OF CARE HAS BEEN ADOPTED BY THE MINNESOTA LEGISLATURE'S "DENTAL ACCESS ADVISORY COMMITTEE AND WAS IMPLEMENTED AT OTHER CLINICS IN THE STATE. IN ADDITION TO PROVIDING CARE TO PERSONS ENROLLED IN GHI'S HMO PRODUCTS, HPMG AND HPDG WORK TOGETHER TO IMPROVE THE HEALTH OF THE COMMUNITY BY PROVIDING MEDICAL AND DENTAL CARE TO A GROWING NUMBER OF PATIENTS WHO ARE MEMBERS OF HPI, HEALTHPARTNERS INSURANCE COMPANY (HPIC), HEALTHPARTNERS ADMINISTRATORS, INC. (HPAI), UNRELATED MANAGED CARE ORGANIZATIONS, INSURED BY COMMERCIAL PAYERS, SELF-PAY PATIENTS AND/OR CHARITY CARE PATIENTS. HPMG AND HPDG FOCUS THEIR EFFORTS ON COMPASSIONATE, PATIENT-CENTERED CARE, RANGING FROM PREVENTIVE CARE TO MANAGEMENT OF PATIENTS WITH ACUTE AND/OR CHRONIC CONDITIONS. BENEFIT TO THE COMMUNITY: MEMBERSHIP GHI MEMBERS RECEIVE A FULL RANGE OF PREPAID HEALTH CARE SERVICES, INCLUDING PROFESSIONAL CARE IN HOSPITALS AND PHYSICIAN OFFICES, IMAGING AND LABORATORY SERVICES, VARIOUS THERAPIES, PREVENTIVE SERVICES, HEALTH EDUCATION, AND CERTAIN PRESCRIPTION DRUGS. GHI PROVIDES THESE SERVICES TO ITS MEMBERS AND PATIENTS THROUGH A BROAD NETWORK OF PHYSICIANS AND HOSPITALS. THIS NETWORK INCLUDES CLINICS STAFFED BY GHI- AND PARK NICOLLET CLINIC (PNC)- EMPLOYED PHYSICIANS AND EIGHT HEALTHPARTNERS HOSPITALS: REGIONS HOSPITAL (REGIONS), A LEVEL I ADULT AND PEDIATRIC TRAUMA CENTER IN ST. PAUL, MINNESOTA; WESTFIELDS HOSPITAL, A CRITICAL ACCESS HOSPITAL IN NEW RICHMOND, WISCONSIN; HUDSON HOSPITAL, A CRITICAL ACCESS HOSPITAL IN HUDSON, WISCONSIN; AMERY REGIONAL MEDICAL CENTER, A CRITICAL ACCESS HOSPITAL IN AMERY, WISCONSIN; LAKEVIEW MEMORIAL HOSPITAL ASSOCIATION (LAKEVIEW HOSPITAL), A COMMUNITY HOSPITAL IN STILLWATER, MINNESOTA; PARK NICOLLET METHODIST HOSPITAL, A LEADER IN CANCER, CARDIOVASCULAR AND MATERNITY CARE IN ST. LOUIS PARK, MINNESOTA; HUTCHINSON HEALTH, A COMMUNITY HOSPITAL IN HUTCHINSON, MINNESOTA; AND OLIVIA HOSPITAL & CLINIC, A COMMUNITY HOSPITAL IN OLIVIA, MINNESOTA. IN ADDITION, GHI'S MEMBERS RECEIVE HEALTH CARE SERVICES THROUGH HEALTHPARTNERS' EXTENSIVE NETWORK OF OWNED AND CONTRACTED MEDICAL AND DENTAL PROVIDERS, INCLUDING OVER 100 MULTI-SPECIALTY CLINICS OWNED AND OPERATED BY GHI, KNOWN AS THE HPMG CLINICS, THE PNC CLINICS, AND THE STILLWATER MEDICAL GROUP CLINICS. HPI, GHI AND HPIC PROVIDE COMMERCIAL GROUP, COMMERCIAL INDIVIDUAL, MEDICARE, AND MEDICAID MANAGED CARE PRODUCTS TO THEIR MEMBERS. IN 2023, THESE ORGANIZATIONS PROVIDED COMPREHENSIVE, PREPAID HEALTH CARE SERVICES TO 1,056,344 MEMBERS FOR MEDICAL PRODUCTS. THESE MEMBERS FIT WITHIN THE FOLLOWING CATEGORIES: 250,952 FULLY INSURED COMMERCIAL GROUP MEDICAL MEMBERS; 12,823 FULLY INSURED HPUPH; 422,214 SELF-INSURED COMMERCIAL GROUP HPAI; 44,625 SELF-INSURED COMMERCIAL GROUP - HPUPH; 53,269 INDIVIDUAL; 52,620 MEDICARE; 10,286 MEDICARE HPUPH; AND 209,655 MEDICAID/MSHO. TOTAL MEMBERSHIP WITH DENTAL PRODUCTS INCLUDES 618,092. THESE MEMBERS FALL INTO THE FOLLOWING CATEGORIES: 175,810 FULLY-INSURED COMMERCIAL GROUP; 216,769 SELF-INSURED COMMERCIAL GROUP HPAI; 10,626 INDIVIDUAL; 5,366 MEDICARE; 209K521 MEDICAID AND MSHO. IN ADDITION TO PROVIDING DIRECT CARE TO PERSONS ENROLLED IN GHI'S HMO PRODUCTS, HPMG PHYSICIANS SERVE PATIENTS WHO ARE UNINSURED AND UNABLE TO PAY FOR CARE. GHI EMPLOYS FINANCIAL COUNSELORS WHO PROVIDE PATIENTS WITH OPTIONS WHEN THEY ARE UNINSURED OR UNDERINSURED. FINANCIAL COUNSELORS LINK PATIENTS TO COMMUNITY RESOURCES, PROVIDE INFORMATION AND ASSISTANCE ON HPMG'S FINANCIAL ASSISTANCE PROGRAM AND ASSISTANCE WITH APPLYING FOR MINNESOTA HEALTH CARE PROGRAMS THROUGH THE MINNESOTA DEPARTMENT OF HUMAN SERVICES. GHI ALSO HELPS PATIENTS WHO ARE UNABLE TO PAY FOR PRESCRIPTION DRUGS OR DO NOT HAVE PRESCRIPTION INSURANCE COVERAGE BY PROVIDING ASSISTANCE THROUGH THE MENTAL HEALTH DRUG ASSISTANCE PROGRAM (MDHAP), WHICH PROVIDES MEDICATIONS TO MEDICAL ASSISTANCE PATIENTS. HEALTHPARTNERS CENTER FOR INTERNATIONAL HEALTH (CIH) HEALTHPARTNERS CENTER FOR INTERNATIONAL HEALTH CLINIC (CIH) PRIMARILY FOCUSES ON CULTURALLY COMPETENT CARE FOR FOREIGN-BORNE INDIVIDUALS. THIS INCLUDES PRIMARY CARE AS WELL AS SPECIALIZED CARE, SUCH AS NEW ARRIVAL SCREENINGS AND IMMIGRATION PHYSICALS. CIH WAS ESTABLISHED IN 1980 IN RESPONSE TO THE INFLUX OF SOUTHEAST ASIANS TO MINNESOTA AFTER THE END OF THE VIETNAM WAR. INITIALLY CALLED THE HMONG CLINIC, OR THE SOUTHEAST ASIAN CLINIC, THE CLINIC NOW SEES MANY MORE KAREN, NEPALI, SOMALI, AND AFGHANI PATIENTS AS IMMIGRATION TRENDS CHANGE MINNESOTA'S DEMOGRAPHICS. THE INTERNATIONAL MENTAL HEALTH PROGRAM WAS ESTABLISHED IN 1984, OFFERING PSYCHIATRY, PSYCHOLOGY AND GROUP THERAPY. CIH ALSO EMPLOYS A FULL-TIME SOCIAL WORKER AND OFFERS ONSITE INTERPRETERS FOR OVER 10 LANGUAGES AND INTERPRETERS VIA PHONE FOR VIRTUALLY ANY LANGUAGE. THE BILINGUAL STAFF PROVIDES CULTURALLY COMPETENT HEALTH CARE TO ALL PATIENTS. HEALTH PROFESSIONAL EDUCATION HEALTHPARTNERS IS COMMITTED TO CREATING AND MAINTAINING AN EDUCATION SYSTEM THAT PROVIDES RICH TRAINING EXPERIENCES IN WHICH STUDENTS CAN CONTRIBUTE TO THE CARE OF PATIENTS AND THE COMMUNITY. OUR COMMITMENT TO BEING A PLACE OF LEARNING IS DEMONSTRATED BY THE DEPTH AND BREADTH OF THE TRAINING WE PROVIDE THROUGH 3,500+ STUDENT ROTATIONS COMPLETED IN 60+ UNIQUE LEARNING EXPERIENCES. OUR 160+ SCHOOL PARTNERS RELY ON OUR HANDS-ON CLINICAL TRAINING AND SIMULATION TO MEET THEIR PROGRAM REQUIREMENTS. OUR COLLABORATION IS ESSENTIAL TO ENSURE WE HAVE ADEQUATE NUMBERS OF PEOPLE READY TO DELIVER QUALITY CARE. FOR A FULL REPORT ON HEALTHPARTNERS INSTITUTE'S (INSTITUTE) 2023 ACTIVITIES, PLEASE SEE THE INSTITUTE'S FORM 990 RETURN. RESEARCH RESEARCH AT THE INSTITUTE IS DEDICATED TO IMPROVING HEALTH AND WELL-BEING FOR PATIENTS, MEMBERS AND THE COMMUNITY. IN 2023, INSTITUTE RESEARCHERS DISSEMINATED THE RESULTS OF THEIR RESEARCH BY PUBLISHING 394 ARTICLES, BOOKS AND BOOK CHAPTERS AND BY GIVING PAPER AND POSTER PRESENTATIONS AT NATIONAL AND INTERNATIONAL CONFERENCES. FOR A FULL REPORT ON THE INSTITUTE'S 2023 RESEARCH, PLEASE SEE THE INSTITUTE'S FORM 990 RETURN. HOSPICE AND PALLIATIVE CARE (HPC) GHI ALSO OPERATES HEALTHPARTNERS HOSPICE AND PALLIATIVE CARE (HPC), A COMPREHENSIVE CARE PROGRAM FOR PATIENTS WITH A TERMINAL DIAGNOSIS OF SIX MONTHS OR LESS. HPC IS MEDICARE-CERTIFIED AND LICENSED BY THE STATE OF MINNESOTA. WITH AN EMPHASIS ON ENABLING PATIENTS TO REMAIN IN THEIR HOMES FOR AS LONG AS POSSIBLE, HOSPICE TEAMS INCLUDE SPECIALLY TRAINED HPMG PHYSICIANS AND NURSES, SOCIAL WORKERS, HOME HEALTH AIDES, VOLUNTEERS, CHAPLAINS AND COUNSELORS WHO TOGETHER PROVIDE, EMOTIONAL, SPIRITUAL AND MEDICAL SUPPORT. HEALTHPARTNERS SPECIALTY CENTER THE HEALTHPARTNERS SPECIALTY CENTER IS COMPRISED OF TWO BUILDINGS - 401 PHALEN BOULEVARD AND 435 PHALEN BOULEVARD - AND CONTAINS HPMG CLINICS AND REGIONS HOSPITAL DEPARTMENTS AND SERVICES. THE LOCATIONS FEATURE MORE THAN 25 SPECIALTIES. WITHIN WALKING DISTANCE, A THIRD FACILITY, THE NEUROSCIENCE CENTER, OFFERS COMPREHENSIVE NEUROSCIENCE SPECIALTIES ALONG WITH RESEARCH, REHABILITATION AND ANCILLARY SUPPORT SERVICES. COMMUNITY BUILDING ACTIVITIES TOTAL COST OF CARE TOTAL COST OF CARE (TCOC), IS A METHOD OF MEASURING HEALTH CARE AFFORDABILITY. TCOC MEASURES ARE POWERFUL ANALYTICAL TOOLS FOR HEALTH PLANS, PROVIDERS, MEDICAL GROUPS, GOVERNMENT AGENCIES, EMPLOYERS AND OTHERS WITH A STAKE IN REDUCING HEALTH CARE COST TRENDS. THEY CAN HELP PINPOINT WAYS TO MAKE HEALTH CARE MORE AFFORDABLE WITHOUT SACRIFICING QUALITY OR EXPERIENCE. MANY ORGANIZATIONS HAVE EXPERIMENTED WITH TCOC MODELS IN RECENT YEARS.
PART III, CONT. HEALTHPARTNERS' TOTAL COST OF CARE AND RESOURCE USE (TCOC) FRAMEWORK ADDRESSES ONE OF THE MOST FUNDAMENTAL PROBLEMS RELATED TO POPULATION HEALTH: RISING HEALTH CARE COSTS. HEALTHPARTNERS HAS DEVELOPED A TCOC MODEL THAT IS UNIQUE IN A SIGNIFICANT WAY. IT IS A FULL-POPULATION, PERSON-CENTERED MEASUREMENT TOOL THAT ACCOUNTS FOR 100 PERCENT OF THE CARE PROVIDED TO A PATIENT. ADDITIONALLY, IT SUPPLIES A REPORTING SUITE TO SUPPORT MULTIPLE LEVELS OF ANALYSIS, CONSIDERING THE COST OF CARE PROVIDED TO A PATIENT (OR "TOTAL COST INDEX"), AND INCORPORATES AN INNOVATIVE APPROACH TO MEASURING RESOURCES USED IN PROVIDING THAT CARE (OR "TOTAL RESOURCE USE INDEX"). WHEN USED IN COMBINATION, THESE MEASURES YIELD MORE COMPREHENSIVE, REVEALING AND ACTIONABLE RESULTS THAN COST MEASURES ALONE. USING THIS SYSTEM, WHICH HAS BEEN MORE THAN A DECADE IN DEVELOPMENT AND STAGED-IN USE, HEALTHPARTNERS HAS OUTPERFORMED MINNESOTA, REGIONAL AND NATIONAL RISK-ADJUSTED COST OF CARE BENCHMARKS FOR MANY YEARS. HEALTHPARTNERS FINANCIALLY INCENTS PROVIDERS THROUGH ITS TCOC PROGRAM TO ACHIEVE THE BEST OUTCOMES FOR THE POPULATION THEY SERVE BY IMPROVING THE HEALTH OF THE POPULATION, ENHANCING THE PATIENTS EXPERIENCE AND MAKING HEALTH CARE MORE AFFORDABLE. HEALTHPARTNERS HAS BEEN DEVELOPING HEALTH CARE COST OF CARE AND RESOURCE USE MEASURES SINCE 1995. IN 2021, THE MEASUREMENT SUITE WAS RE-ENDORSED BY THE NATIONAL QUALITY FORUM. BY PARTNERING WITH PROVIDERS, MEMBERS, PURCHASERS AND THE COMMUNITY, HEALTHPARTNERS HAS BEEN ABLE TO ACHIEVE TOTAL HEALTH CARE COSTS THAT ARE 10% LOWER THAN THE MINNESOTA BENCHMARK, 9% LOWER THAN THE WISCONSIN BENCHMARK, AND 7% LOWER THAN THE REGIONAL BENCHMARK, ACCORDING TO A COMPARISON BY IBM WATSON HEALTH OF HEALTHPARTNERS' ILLNESS BURDEN-ADJUSTED TOTAL COST OF CARE RESULTS TO IBM WATSON HEALTH'S BENCHMARKS, WHICH CONSISTS OF 17 MILLION COMMERCIAL MEMBERS. HEALTHPARTNERS TCOC METHODOLOGY WAS THE FIRST FULL-POPULATION TCOC MEASUREMENT APPROACH ENDORSED BY THE NATIONAL QUALITY FORUM. HEALTHPARTNERS LICENSES THE TOTAL COST OF CARE AND RESOURCE USE FRAMEWORK TO HEALTH SYSTEMS ACROSS THE COUNTRY FREE OF CHARGE. HEALTHPARTNERS AND PARK NICOLLET ARE AMONG THE TOP-PERFORMING MEDICAL GROUPS IN THE STATE, ACCORDING TO THE MOST RECENT HEALTH CARE QUALITY REPORT FROM MINNESOTA COMMUNITY MEASUREMENT. OUR ORGANIZATION PROVIDED CARE SIGNIFICANTLY ABOVE THE STATEWIDE AVERAGE IN MORE QUALITY MEASURES THAN ANY OTHER HEALTH SYSTEM IN THE STATE, AND WE ALSO ACHIEVED LOWER THAN AVERAGE TOTAL COST OF CARE. PATIENTS NEED HEALTH CARE QUALITY AND AFFORDABILITY TO GO HAND IN HAND, AND THIS REPORT DEMONSTRATED THAT HEALTH SYSTEMS CAN ACHIEVE BOTH. COMMUNITY COLLABORATION TO GAIN INSIGHTS AND ENGAGE COMMUNITY COMMUNITY HEALTH NEEDS ASSESSMENT: ALL EIGHT HOSPITALS WITHIN THE HEALTHPARTNERS ORGANIZATION PARTNERED WITH THE COMMUNITY IN WHICH IT IS EMBEDDED TO CONDUCT A COMPREHENSIVE COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA). THE CHNA IS COMPLETED EVERY THREE YEARS, AND THE LAST CHNA WAS CONDUCTED IN 2021. THE CHNA PROCESS IS DESIGNED TO IDENTIFY AND PRIORITIZE THE HEALTH NEEDS OF THE COMMUNITY THAT THE HOSPITAL SERVES AS WELL AS TO IDENTIFY RESOURCES TO ADDRESS THOSE NEEDS. THIS PROCESS IS AN ESSENTIAL COMPONENT IN ACHIEVING THE HEALTHPARTNERS MISSION: TO IMPROVE HEALTH AND WELL-BEING IN PARTNERSHIP WITH OUR MEMBERS, PATIENTS, AND COMMUNITY. MULTIPLE DATA SOURCES WERE USED INCLUDING HEALTHPARTNERS PATIENT AND MEMBER-REPORTED DATA, AND PUBLICLY AVAILABLE DATA DESCRIBING BOTH DEMOGRAPHIC CHARACTERISTICS AND HEALTH AND WELLBEING OUTCOMES. DURING THE PROCESS, WE ENGAGED COMMUNITY MEMBERS AND PUBLIC HEALTH, HOSTED 41 COMMUNITY CONVERSATIONS, AND SURVEYED 444 OF OUR OWN CLINICIANS TO MORE DEEPLY UNDERSTAND HOW WE MIGHT IMPACT THE HEALTH OF OUR COMMUNITY. COMMUNITY BENEFIT OPERATIONS: THE TOP PRIORITIES WERE REVIEWED WITHIN THE CONTEXT OF COVID-19 IMPACT AND STRUCTURAL RACISM. AND ALL PRIORITIES WERE DETERMINED TO BE INTERTWINED AND COLLECTIVELY IMPACT OUR COMMUNITIES. PRIORITIES WERE THEN RANKED TO DEFINE THE TOP FIVE NEEDS ACROSS THE COMMUNITIES THAT HEALTHPARTNERS SERVES. 1. MENTAL HEALTH AND WELL-BEING IS THE INTERCONNECTION BETWEEN MENTAL ILLNESS AND THE ASSOCIATED STIGMA, SOCIAL CONNECTEDNESS, RESILIENCY, AND OVERALL MENTAL, SOCIAL AND EMOTIONAL WELL-BEING. 2. ACCESS TO HEALTH REFERS TO THE SOCIAL AND ENVIRONMENTAL CONDITIONS AND UNMET SOCIAL NEEDS THAT DIRECTLY AND INDIRECTLY AFFECT PEOPLE'S HEALTH AND WELL-BEING SUCH AS HOUSING, INCOME, FOOD SECURITY, TRANSPORTATION, EMPLOYMENT, EDUCATION, CLEAN AND SUSTAINABLE ENVIRONMENT AND MORE. 3. ACCESS TO CARE MEANS HAVING EQUITABLE ACCESS TO APPROPRIATE, CONVENIENT, AFFORDABLE AND CULTURALLY RESPONSIVE, TRAUMA INFORMED HEALTH CARE. THIS INCLUDES FACTORS SUCH AS PROXIMITY TO CARE, DIVERSITY TRAINING FOR STAFF, DIVERSE BACKGROUNDS OF PROVIDERS, COST OF CARE, INSURANCE COVERAGE, MEDICAL TRANSPORTATION AND CARE COORDINATION WITHIN THE HEALTH CARE SYSTEM. 4. NUTRITION & PHYSICAL ACTIVITY MEANS EQUITABLE ACCESS TO NUTRITION, PHYSICAL ACTIVITY AND HEALTHY SUPPORTIVE ENVIRONMENTS FOR FAMILIES AND COMMUNITIES. 5. SUBSTANCE USE COVERS SUBSTANCE ABUSE AND ADDICTION, WHICH ARE THE USE OF SUBSTANCES INCLUDING ALCOHOL, TOBACCO AND E-CIGARETTES, PRESCRIPTION DRUGS, OPIOIDS AND OTHER DRUGS IN A MANNER THAT IS HARMFUL TO HEALTH AND WELL-BEING AND CAUSES PROBLEMS OR DISTRESS THAT AFFECT DAILY LIFE. HEALTHY CHILDREN AND MATERNAL HEALTH -LITTLE MOMENTS COUNT: LMC IS A GROWING SOCIAL MOVEMENT SEEKING TO INCREASE AWARENESS OF THE IMPORTANCE AND INCREASE PARENT AND CAREGIVER BEHAVIORS OF TALKING, PLAYING, READING, SINGING AND STORYTELLING WITH CHILDREN, IN THE FIRST 1,000 DAYS OF LIFE (0-3 YEARS OLD). LMC ACHIEVES THIS THROUGH COLLECTIVE IMPACT PARTNERSHIP WITH OVER 85 CROSS-SECTOR ORGANIZATIONS, INCLUDING EARLY CHILDHOOD, HEALTHCARE, NON-PROFIT COMMUNITY AND CULTURAL, FAITH COMMUNITY, MEDIA, GOVERNMENTAL AND OTHER PRIVATE SECTOR ORGANIZATIONS. LMC PARTNERS WORK TOGETHER TO MAGNIFY KEY FAMILY SUPPORT RESOURCES AND OPPORTUNITIES, AS WELL AS IDENTIFY GAPS TO ADDRESS THROUGH COLLECTIVE IMPACT STRATEGIES. IN 2023, LMC REACHED MINNESOTA AND WESTERN WISCONSIN FAMILIES AND PROFESSIONALS THROUGH: - OVER 14 MILLION MN PUBLIC RADIO (MPR) RADIO AND DIGITAL PUBLIC SERVICE ANNOUNCEMENTS (PSAS). - OVER 90,000 PRINT, 525,000 RADIO AND 182,000 DIGITAL CULTURAL COMMUNITY MEDIA IMPRESSIONS WITHIN LATINX, HMONG, SOMALI, AFRICAN AMERICAN AND INDIGENOUS COMMUNITIES THROUGH STRATEGIC TRUSTED COMMUNITY MEDIA AND SOCIAL MEDIA PARTNERSHIPS. - REACHING APPROXIMATELY 25,000 COMMUNITY EVENT IMPRESSIONS THROUGH LARGE EVENTS LIKE THE MINNESOTA STATE FAIR AND SMALLER COMMUNITY OUTREACH EFFORTS, LIKE THE AFRICAN AMERICAN BABIES COALITION NORTH MINNEAPOLIS COMMUNITY BABY SHOWER. - OVER 1,000 VIEWS OF THE LMC ANNUAL CONFERENCE FEATURING THE KEYNOTE SPEAKER, EXECUTIVE DIRECTOR OF THE MN ASSOCIATION FOR CHILDREN'S MENTAL HEALTH (MACMH) BRANDON JONES, ON "CHILDHOOD TRAUMA AND POST-TRAUMATIC GROWTH." - OVER 150,000 FAMILIES RECEIVING REACH OUT & READ EARLY BRAIN DEVELOPMENT EDUCATION AND OVER 215,000 CHILDREN'S BOOKS AT WELL CHILD VISITS ACROSS 10 HEALTH CARE SYSTEMS. - OVER 1,100 FAMILY LMC LEARN SURVEY RESPONSES FROM AFRICAN AMERICAN, LATINX, HMONG, SOMALI, INDIGENOUS AND MEDICAID-INSURED COMMUNITIES, SHOWING COMMUNITY-SPECIFIC ASSETS AND NEEDS TO HELP GUIDE LMC STRATEGY IN THE FUTURE. EACH COMMUNITY'S RESULTS ARE REVIEWED BY THE CULTURAL COMMUNITY AND COLLABORATIVE AND/OR SUPPORTIVE COMMUNITY-LED NEXT STEPS ARE CO-PLANNED TO ADDRESS ANY DISPARITIES. - OVER 7,000 FAMILIES REACHED THROUGH THE LMC FAMILY BIRTH CENTER PROGRAM INTRODUCING LMC RESOURCES TO NEW PARENTS DELIVERING AT FIVE MINNESOTA FAMILY BIRTH CENTERS. - IN PARTNERSHIP WITH THE ITASCA PROJECT, NEW AND ENHANCED EMPLOYER COMMUNICATION CAMPAIGN AND FAMILY SUPPORT BEST PRACTICES AND POLICY EXAMPLES TOOLS. -CHILDREN'S HEALTH COUNCIL: IT'S CLEAR THAT THERE IS A STRONG LINK BETWEEN HEALTH AND WELL-BEING EARLY IN LIFE, AND HEALTH AND WELL-BEING LATER IN LIFE. HEALTHPARTNERS IS WORKING TO IMPROVE THE HEALTH AND WELL-BEING OF CHILDREN AND THEIR FAMILIES BY CONCENTRATING ON AREAS OF FOCUS KNOWN AS OUR CHILDREN'S HEALTH COUNCIL (PREVIOUSLY KNOWN AS INITIATIVE). THE FOUR MAIN GUIDING PRINCIPLES OF THE INITIATIVE ARE: PROMOTE EARLY BRAIN DEVELOPMENT, PROVIDE FAMILY CENTERED CARE, STRENGTHEN OUR COMMUNITIES AND ELIMINATE DISPARITIES IN MATERNAL, INFANT AND PEDIATRIC HEALTH. IN 2023, OUR AREAS OF FOCUS INCLUDE: EARLY BRAIN DEVELOPMENT, ADOLESCENT HEALTH, PEDIATRIC, ADOLESCENT, AND MATERNAL MENTAL HEALTH ACCESS AND OUTCOMES, HEALTHY BEGINNINGS (MATERNAL AND NEWBORN CARE), AND LACTATION. THROUGH THIS INVESTMENT, WE'RE HELPING LAY A FOUNDATION THAT WILL BENEFIT GENERATIONS TO COME.
PART III, CONT. -REACH OUT AND READ AND EARLY BRAIN DEVELOPMENT MESSAGING: REACH OUT AND READ REACHES CHILDREN FROM 6 MONTHS TO AGE FIVE. AT THE BEGINNING OF EVERY VISIT, A CHILD'S HEALTH CARE PROVIDER WILL GIVE THE CHILD AN AGE AND LANGUAGE APPROPRIATE BOOK TO SHARE WITH THEIR FAMILY. THE PROVIDER USES THIS OPPORTUNITY TO GAUGE THE CHILD'S EARLY DEVELOPMENT AND GIVE THE PARENTS OR CAREGIVERS GUIDANCE ON HOW LANGUAGE-RICH INTERACTIONS, SUCH AS READING, SINGING, AND PLAYING TOGETHER, HELP A CHILD LEARN AND GROW HEALTHILY. IN EFFORTS TO START THIS MESSAGING EARLY ON, WE ADDED A BLACK AND WHITE BOOK TO THE 32-WEEK PRENATAL VISIT AND EXPLAIN TO FAMILIES THAT THERE ARE BENEFITS OF TALKING, READING, AND SINGING TO THEIR BABY STILL IN THE WOMB. EACH YEAR, THIS PROGRAM HANDS OUT APPROXIMATELY 95,000 BOOKS BETWEEN OUR WELL CHILD CHECKS AND PRENATAL VISITS AND OFFERS BOOKS IN OVER 12 DIFFERENT LANGUAGES. -WELL CHILD AND CHILDHOOD IMMUNIZATION OUTREACH: DURING THE PANDEMIC, WE SAW DECLINES IN MANY PREVENTIVE CARE MEASURES INCLUDING WELL CHILD VISITS AND CHILDHOOD IMMUNIZATIONS. DELAYS IN IMMUNIZATIONS PUT CHILDREN AT INCREASED RISK FOR MANY PREVENTABLE DISEASES, AND LACK OF WELL CARE CAN DELAY IDENTIFICATION OF DEVELOPMENTAL DELAYS OR OTHER HEALTH CONCERNS. OUR MEDICAID MEMBERSHIP HAD THE LOWEST UTILIZATION OF THESE HEALTH CARE SERVICES ACROSS OUR MEMBERSHIP. HEALTHPARTNERS UTILIZED INFORMATION FROM OUR CARE GROUP AND CLAIMS TO IDENTIFY 10,000 MEMBERS UP TO 18 YEARS OLD WHO NEEDED IMMUNIZATIONS, WELL-CHILD CARE OR BOTH. WE WORKED WITH WELLSHARE INTERNATIONAL, A LOCAL COMMUNITY HEALTH WORKER ORGANIZATION, TO CONDUCT OUTREACH TO THESE MEMBERS TO EDUCATE ON THE IMPORTANCE OF PREVENTIVE CARE, ENCOURAGE VISITS TO THEIR CLINICIAN AND HELP IN SCHEDULING THESE VISITS. WELLSHARE HAS A ROSTER OF COMMUNITY HEALTH WORKERS (CHW) FROM THE COMMUNITY AND WERE ABLE TO MAKE CALLS IN MEMBERS' NATIVE LANGUAGES WHEN POSSIBLE OR UTILIZE AN INTERPRETER WHEN NEEDED. CALLS WERE MADE TO MEMBERS BEGINNING IN OCTOBER AND CONTINUE INTO 2023. AS OF THE END OF THE PROJECT IN APRIL 2023, 77% OF THE MEMBERS ON THE LIST HAD BEEN CONTACTED AT LEAST ONCE. CHWS WERE ABLE TO SUCCESSFULLY ENGAGE 23% OF THE MEMBERS ON THE OUTREACH LISTS. REASONS FOR NOT REACHING INCLUDED DISCONNECTED OR WRONG PHONE NUMBERS, MESSAGES LEFT BUT NOT RETURNED, AND MEMBERS WHO DECLINED THE INTERVENTION. CHWS WERE ABLE TO EDUCATE 3,295 FAMILIES ON THE IMPORTANCE OF GETTING UP TO DATE ON IMMUNIZATIONS AND WELL CHILD EXAMS AND ASSISTED 169 TO SCHEDULE THE APPOINTMENT. OF THOSE MEMBERS WHO WERE CONTACTED AND EDUCATED BY THE CHWS, 1,829 (55.5%) OF THE CHILDREN COMPLETED A WELL CHILD VISIT FOLLOWING THE INTERVENTION, COMPARED TO 46.7% OF THE CHILDREN WHOSE FAMILIES DID NOT RECEIVE THE EDUCATION. THIS REPRESENTS A STATISTICALLY SIGNIFICANT IMPROVEMENT IN WELL CHILD VISIT RATES FOR THE MEMBERS WHO RECEIVED THE EDUCATION. IN ADDITION TO THIS OUTREACH, WE WORKED WITH THE OTHER MINNESOTA MEDICAID PLANS AND THE MINNESOTA COUNCIL OF HEALTH PLANS TO CREATE A BLOG POST ABOUT THE IMPORTANCE OF GETTING CAUGHT BACK UP ON IMMUNIZATIONS AND WELL VISITS. THE BLOG IS AVAILABLE IN WRITTEN AND AUDIO FORM AND HAS BEEN TRANSLATED TO SPANISH, SOMALI AND HMONG FOR ACCESS TO THOSE COMMUNITIES. THESE TRANSLATIONS HAVE BEEN SHARED WIDELY WITH COMMUNITY PARTNERS, POSTED AT COMMUNITY HEALTH FAIRS AND EVENTS, AND WE CONTINUE TO LOOK FOR OPPORTUNITIES TO SHARE THIS MESSAGE WITH FAMILIES IN THESE COMMUNITIES. -THINK SMALL POSITIVE PARENT TEXTING PROGRAM: THIS EASY, FREE PROGRAM PROVIDES FUN FACTS AND EASY TIPS EACH WEEK WITH IDEAS ON HOW PARENTS/CAREGIVERS CAN PROMOTE THEIR CHILD'S LEARNING. RESEARCH SHOWS WHEN PARENTS PARTICIPATE IN THIS PROGRAM THEIR CHILDREN ARE MORE PREPARED FOR KINDERGARTEN. HEALTHPARTNERS INCLUDES A LITTLE MOMENTS COUNT BOOKMARK, WHICH PROMOTES THE THINK SMALL TEXT PROGRAM, AT THE 32-WEEK PRENATAL VISIT AND 1 MONTH WELL CHILD CHECK. THIS BOOKMARK IS OFFERED IN ENGLISH, SPANISH AND SOMALI AND WE CONTINUE TO USE THIS BOOKMARK THROUGHOUT THOSE RESPECTIVE VISITS. -HEALTHPARTNERS TEEN LEADERSHIP COUNCIL: IN 2023, TEEN COUNCIL MEMBERS PARTNERED TO CREATE BRIEF TRAINING VIDEOS FOR CLINICIANS, FOCUSED ON DISCUSSING DIFFICULT TOPICS WITH TEENS DURING WELL CHILD VISITS. THE TEEN LEADERSHIP COUNCIL ALSO PROVIDED FEEDBACK TO HEALTHPARTNERS UX TEAM IN 2023 ABOUT TEENS ACCESSING THEIR HEALTH INFORMATION AND GIVING PROXY ACCESS TO PARENTS/GUARDIANS AND PROVIDED FEEDBACK TO THE POWERUP INITIATIVE ABOUT CULTURALLY RELEVANT FOODS AND LANGUAGE THAT RESONATES WITH TEENS FOR THE UPDATED TEEN SPORTS NUTRITION GUIDE. ALSO IN 2023, THE TEEN LEADERSHIP COUNCIL PARTNERED WITH SEVERAL COMMUNITY PARTNERS TO PROVIDE FEEDBACK ON PUBLIC HEALTH PROGRAMS FOR ADOLESCENTS INCLUDING FOR EVERY MEAL WHERE THEY TASTE TESTED FOODS PROVIDED IN WEEKEND FOOD BAGS FOR STUDENTS WHO DEPEND ON SCHOOL MEALS. IN 2024, THE TEEN LEADERSHIP COUNCIL WILL CONTINUE TO PARTNER WITH COMMUNITY PARTNERS TO PROVIDE FEEDBACK ON ADOLESCENT HEALTH PROGRAMS, INCLUDING FOR THE MINNESOTA DEPARTMENT OF HEALTH PROJECT ON ADVERSE CHILDHOOD EXPERIENCES (ACES). DR. ANDREA SINGH WILL GIVE THE KEYNOTE ADDRESS AT THE HEALTHPARTNERS TEEN LEADERSHIP COUNCIL ANNUAL MEETING, ABOUT TOXIC ACHIEVEMENT CULTURE AMONG TEENS IN 2024. 2023 TLC HIGHLIGHTS: -19 MEMBERS FROM 18 DIFFERENT COMMUNITIES IN THE TWIN CITIES METRO AND WESTERN WISCONSIN -INCREASED DIVERSITY IN MEMBERSHIP -REACHED 200,000 TEENS THROUGH THEIR CONSULTATION TO HEALTHPARTNERS CHILDREN'S HEALTH COUNCIL ABOUT SCREEN TIME DISCUSSIONS DURING WELL-CHILD VISITS. -REACHED 11,400 STUDENTS THROUGH THEIR CONSULTATION WITH EVERY MEAL ABOUT FOOD SHELVES IN MIDDLE AND HIGH SCHOOLS. -REACHED 2,745 PROVIDERS THROUGH THEIR CONSULTATION ON PROVIDER CONVERSATIONS WITH TEENS DURING APPOINTMENTS. -PREPARED AND SERVED 400 MEALS FOR UNHOUSED INDIVIDUALS AT THE ST. PAUL OPPORTUNITY CENTER -PACKED 19,008 MEALS FOR FEED MY STARVING CHILDREN -PACKED 1,344 OPIOID PREVENTION KITS FOR STEVE RUMMLER HOPE NETWORK -ADVOCATED FOR LEGISLATORS TO ADDRESS GUN CONTROL AND SAFETY AT YOUTH DAY AT THE CAPITOL. -MORE THAN 150 PEOPLE REGISTERED TO ATTEND THE TLC'S ANNUAL MEETING: EMPOWERING YOUTH TO BECOME RESILIENT LEADERS. MARCUS POPE, EXECUTIVE DIRECTOR OF YOUTHPRISE, WAS THE EVENT KEYNOTE SPEAKER AND TEEN PANELISTS ANSWERED QUESTIONS FROM THE AUDIENCE ABOUT THEIR EXPERIENCE IN THE TLC AND TOPICS IMPORTANT TO TEENS. LEADERSHIP DEVELOPMENT -100% OF MEMBERS REPORTED DEVELOPING NEW LEADERSHIP SKILLS IN THE PROGRAM -91% OF MEMBERS SAID THEY LEARNED PROBLEM SOLVING SKILLS IN THE PROGRAM. -100% OF MEMBERS SAID THE TLC HELPED THEM LEARN NEW PUBLIC HEALTH CONCEPTS "THE COMMUNITY AS A WHOLE IS IMPROVED WHEN THEY VALUE THE INPUT OF YOUTH AND YOUNG ADULTS. YOUTH AND YOUNG ADULTS ARE CREATIVE, ENERGETIC, AND HAVE A GREAT DEAL OF POWER. WHEN YOUTH AND YOUNG ADULTS ARE ENGAGED, MEANINGFUL COMMUNITY-WIDE CHANGE IS POSSIBLE." YOUTH-ADULT PARTNERSHIPS -100% OF MEMBERS REPORTED THE TLC HELPED THEM GROW IN CONFIDENCE -100% OF MEMBERS SAID THEY HAVE A TRUSTED ADULT AT THE TLC -100% OF MEMBERS SAID THE TLC GAVE THEM A PLATFORM TO USE THEIR VOICE CONNECTION & BELONGING -91% OF MEMBERS SAID COMING TO THE TLC HELPED THEM MAKE NEW FRIENDS -100% OF MEMBERS SAID THEY FEEL VALUED, AND THE TLC IS A SAFE SPACE TO BE THEMSELVES
PART III, CONT. -PENUMBRA THEATER: HEALTHPARTNERS PARTNERS WITH PENUMBRA THEATER, A LOCAL THEATER COMPANY THAT CREATES PROFESSIONAL PRODUCTIONS FOCUSED ON THE AFRICAN AMERICAN EXPERIENCE. PENUMBRA HAS EVOLVED INTO A CENTER FOR RACIAL HEALING THAT NURTURES BLACK ARTISTS, ADVANCES EQUITY, AND FACILITATES WELLNESS FOR INDIVIDUALS AND COMMUNITY. IN 2023, HEALTHPARTNERS SPONSORED LET'S TALK: MENTAL HEALTH AND RACE FACILITATED BY PENUMBRA THEATER. A PANEL OF BLACK COMMUNITY MENTAL HEALTH PRACTITIONERS DUG INTO WHAT IT MEANS TO BE WELL DISCUSSED IN THE EMERGENCE OF CULTURALLY SPECIFIC PRACTICES TO ADDRESS THIS CRITICAL COMMUNITY NEED. -COMMUNITY CIRCLES: PRIOR TO THE COMPLETION OF OUR BLACK PREGNANCY AND POST-BIRTH JOURNEY ASSESSMENT, WE HEARD THE NEED FOR A VENUE TO PULL MEMBERS FROM THE BLACK COMMUNITY TOGETHER. SO WE PARTNERED WITH TWO COMMUNITY CONSULTANTS THAT HELPED US WITH THE ASSESSMENT TO HOST WHAT WE CALL "COMMUNITY CIRCLES," WHICH ARE VIRTUAL GROUP CLASSES BRINGING BLACK BIRTHING PEOPLE TOGETHER WHO ARE PREGNANT OR POST-PARTUM TO SHARE IN COMMUNITY AND EXPERIENCE. IN 2023, THEY HELD 22 GROUP SESSIONS AND A TOTAL OF 100 CIRCLE ATTENDEES. THEY ALSO HOSTED A "BLACK MOMMA AND BABY SHOWCASE," WHICH HAD 21 REGISTRANTS. -BLACK PERINATAL PARTNER: AS PART OF OUR ASSESSMENT OF PATIENT EXPERIENCE FOR U.S. BORN BLACK PATIENTS, WE HEARD THE NEED FOR SUPPORT TO ENSURE THE PATIENT FEELS HEARD AND CONNECTED TO NEEDED RESOURCES TO CREATE A FULLY SUPPORTED, HEALTHY PREGNANCY. SO HEALTHPARTNERS IS PILOTING A "PERINATAL PARTNER" POSITION, WHERE THEY WORK WITH U.S. BORN BLACK PATIENTS, THEIR FAMILIES, CARE PROVIDERS, AND CLINICAL CARE TEAM MEMBERS IN PARTNERSHIP WITH THE COMMUNITY TO HELP PATIENTS ACHIEVE OPTIMAL HEALTH GOALS. THE BLACK PERINATAL PARTNER PROGRAM WILL PROVIDE PATIENTS INDIVIDUALIZED SUPPORT, EDUCATION, REFERRALS, AND RESOURCES THROUGH COMPREHENSIVE, COORDINATED, PATIENT AND FAMILY-CENTERED CARE. OUR PERINATAL PARTNERS ARE COMMITTED TO PROVIDING CULTURALLY APPROPRIATE, NON-JUDGMENTAL, COMPASSIONATE CARE, WHILE MAINTAINING PROFESSIONAL ACCOUNTABILITY, AND ENGAGING IN CONTINUOUS QUALITY IMPROVEMENT. SINCE THE START OF THE PILOT AT TWO CLINICS IN OCTOBER, WE HAVE HAD 19 PATIENTS ENROLLED. -EXPECTING TOGETHER: VIRTUAL GROUP CLASSES BRINGING BLACK BIRTHING PEOPLE TOGETHER AT EACH STAGE OF THEIR PRENATAL AND POST-PARTUM JOURNEY. THIS STARTED IN 2023 AND IS HOSTED BY A CLINICIAN. THROUGH THE TWO COHORTS, WE HAVE HAD 59 REGISTRATIONS. -HEALTHY BLACK PREGNANCIES (FORMALLY KNOWN AS ICHRP): TO BETTER SERVE OUR AFRICAN AMERICAN PATIENT POPULATION, HEALTHPARTNERS HAS PARTNERED WITH HEALTHY BLACK PREGNANCIES. THIS GROUP PROVIDES PROFESSIONAL EXPERTISE; KNOWLEDGE OF PRENATAL AFRICAN AMERICAN MATERNAL AND CHILD HEALTH ISSUES; KNOWLEDGE OF THE AFRICAN AMERICAN COMMUNITY; AND CONNECTIONS TO LOCAL, NATIONAL, AND INTERNATIONAL RESOURCES AND COLLEAGUES. -HEALTHY BEGINNINGS: THIS PROGRAM HELPS WOMEN ACHIEVE A HEALTHY PREGNANCY AND BIRTH BY PROVIDING COMPREHENSIVE SCREENING AND SUPPORT TO PREGNANT PATIENTS WHO ARE EXPERIENCING SUBSTANCE USE ISSUES, MENTAL HEALTH STRUGGLES, HOMELESSNESS, POVERTY, DOMESTIC VIOLENCE, AND/OR OTHER COMPLEX PSYCHOSOCIAL ISSUES. THIS EVIDENCE-BASED PROGRAM REDUCES PRETERM BIRTHS, AND LOW BIRTHWEIGHTS. MORE THAN 10,000 PREGNANT PATIENTS PER YEAR RECEIVE SCREENING AND ARE ELIGIBLE FOR SUPPORT WITH THESE CHALLENGING LIFE CIRCUMSTANCES. PARTNERSHIPS WITH THE COMMUNITY: - HEALTHY BLACK PREGNANCIES (HBP)/INTEGRATED CARE FOR HIGH RISK PREGNANCIES (ICHRP) HEALTHY BEGINNINGS TEAM IS PARTNERING WITH HBP/ICHRP TO PILOT A BLACK PERINATAL PARTNER PROGRAM TO PROVIDE CULTURALLY SPECIFIC SUPPORT AND ADVOCACY FOR HEALTHPARTNERS-PARK NICOLLET U.S. BORN BLACK PRENATAL PATIENTS. - CRADLE OF HOPE APPLY FOR PORTABLE CRIBS, PROVIDE SAFE SLEEP EDUCATION, AND DISTRIBUTE CRIBS TO PATIENTS. - BUNDLES OF LOVE CHARITY DISTRIBUTION PARTNER FOR THE CHARITY (BUNDLES HAVE HANDMADE BABY CLOTHES, BLANKETS, AND BABY CARE ITEMS) - EVERYDAY MIRACLES PROVIDE GRANT-FUNDED SCHOLARSHIPS FOR CHILDBIRTH PREP, BREASTFEEDING, AND NEWBORN CARE CLASSES; REFER PATIENTS FOR DOULA SERVICES, CAR SEAT AND BREAST PUMP DISTRIBUTION. - PARTICIPATION IN SCOTT CO. EARLY CHILDHOOD MULTIDISCIPLINARY TEAM (CASE CONSULTATION MEETINGS WITH CHILD PROTECTION AND OTHER COMMUNITY CHILD WELFARE AGENCIES) - ONGOING REFERRALS TO WIC, MVNA AND OTHER COUNTY FAMILY HOME-VISITING PROGRAMS, PORTICO HEALTHNET, BRIVA HEALTH, HENNEPIN COUNTY PROJECT CHILD, HOUSINGLINK, DIAPER BANK OF MINNESOTA, MINNESOTA DAY ONE CRISIS HOTLINE, LOCAL FOOD SHELVES AND MANY OTHER RESOURCES AND SUPPORTS. -EVERYDAY MIRACLES: THROUGH GRANT SUPPORT, WOMEN SEEKING PRENATAL CARE THROUGH A HEALTHPARTNERS CLINIC CAN SEEK SUPPORT FROM EVERYDAY MIRACLES AND WE WILL HELP FUND THE COST OF THE CLASSES. EVERYDAY MIRACLES IS COMMITTED TO IMPROVING MATERNAL HEALTH, AND SPECIFICALLY TO REDUCING HEALTH DISPARITIES IN COMMUNITIES AT RISK FOR POOR OUTCOMES. THEY STRIVE TO PROVIDE COMPASSIONATE, CULTURALLY AWARE SUPPORT AND A NONJUDGMENTAL, WELCOMING COMMUNITY. -LACTATION CAF: WITH SUPPORT FROM A GRANT, PARK NICOLLET WAS ABLE TO EXPAND THEIR LACTATION CAF AT METHODIST HOSPITAL TO FOUR AMBULATORY CLINICS. THIS FREE CAF PROVIDES SUPPORT, CAMARADERIE, AND LACTATION SUPPORT FOR LACTATING PARENTS POST-PARTUM. LACTATION PARTNERED WITH THE INTERPRETER SERVICES DEPARTMENT TO PROVIDE INTERPRETERS AT KNOWN, DIVERSE CLINICS TO ASSIST PATIENTS WHO ARE ENGLISH LANGUAGE LEARNERS. IN ADDITION, THEY ARE IN PARTNERSHIP WITH HENNEPIN COUNTY WIC AND CO-FACILITATE WITH TWO BREASTFEEDING PEER COUNSELORS AT THE MINNEAPOLIS AND BROOKDALE CLINICS TO HELP PROVIDE MORE CULTURALLY CONGRUENT CARE AND HELP CONNECT PATIENTS TO COMMUNITY RESOURCES. -EMPOWER BEST PRACTICES: THE LACTATION TEAM AT METHODIST HOSPITAL FAMILY BIRTH CENTER IS HALFWAY THROUGH A YEAR-LONG ENDEAVOR TO RE-TRAIN ALL OF THE INPATIENT NURSING STAFF WITH 'EMPOWER BEST PRACTICES'. EMPOWER IS A QUALITY-IMPROVEMENT INITIATIVE FOCUSED ON IMPROVING SKILLS IN EVIDENCE-BASED, PATIENT-CENTERED BIRTHING PRACTICES SUPPORTIVE OF OPTIMAL INFANT NUTRITION WITH A LENS ON EQUITY. IN ADDITION TO THE E-LEARNING AND SKILLS CHECKOFFS, THE TEAM PARTNERED WITH THE SIMULATION CENTER TO CREATE TWO SIMULATIONS. THE OBJECTIVE OF THE SIMULATIONS WAS TO HELP THE TEAM ACQUIRE FOUNDATIONAL SKILLS OF EFFECTIVE COMMUNICATION, EQUITABLE CARE, AND CULTURAL HUMILITY TO APPLY TO ALL PATIENT INTERACTIONS. THEY PARTNERED WITH MEMBERS OF THE COMMUNITY TO LEARN ABOUT NEEDS, PROVIDE SCENARIOS OF REAL LIFE LIVED EXPERIENCES, AND ASSIST IN MEANINGFUL DEBRIEFING SESSIONS. -DOULA SERVICES: HEALTHPARTNERS IS PLEASED TO NOTE WE ARE COMMITTED TO EXPANDING AND FUNDING DOULA SERVICES. RESEARCH SHOWS THAT DOULAS CAN IMPROVE OUTCOMES FOR BOTH MOTHER AND BABY. FOR EXAMPLE, STUDIES SHOW THAT DOULAS HELP REDUCE THE RATE OF CAESAREAN SURGERIES, WHICH IS HIGHER AMONG BLACK WOMEN THAN OTHER RACIAL GROUPS, AND OTHER COSTLY INTERVENTIONS. DOULAS ALSO INCREASE THE RATE OF BREASTFEEDING, WHICH IMPROVES THE HEALTH OF NEW MOMS AND BABIES AND IS LESS COMMON AMONG BLACK OR LOW-INCOME WOMEN. MANY PEOPLE IN THE COMMUNITY ARE UNFAMILIAR WITH DOULAS AND HOW THEY CAN PROVIDE SUPPORT TO BIRTHING PEOPLE. HEALTHPARTNERS CREATED A VIDEO EXPLAINING WHAT A DOULA IS, THE VALUE THEY BRING TO THE BIRTH EXPERIENCE AND HOW PREGNANT PEOPLE CAN BE CONNECTED WITH A DOULA. THIS VIDEO HAS BEEN TRANSLATED WITH SUB-TITLES INTO SPANISH, SOMALI AND HMONG AND HAS BEEN SHARED WIDELY TO PROMOTE THE USE OF DOULAS FOR FAMILIES IN THE COMMUNITY. AS VOICED BY THE RAMSEY COUNTY BIRTH EQUITY COMMUNITY COUNCIL (BECC), THE COMMUNITY HAS EXPRESSED A DESIRE FOR MORE DOULA SUPPORT THAT "LOOKS LIKE THEM." THROUGH CONVERSATIONS WITH COMMUNITY DOULA PROGRAMS AND OTHER COMMUNITY REPRESENTATIVES, IT HAS BEEN IDENTIFIED THAT CAPACITY IS AN ISSUE, ESPECIALLY FOR WOMEN OF COLOR. HEALTHPARTNERS HAS AN ONGOING RELATIONSHIP WITH EVERYDAY MIRACLES AS OUR PRIMARY DOULA PROVIDER FOR OUR MEDICAID MEMBERS. EVERYDAY MIRACLES IS COMMITTED TO IMPROVING MATERNAL HEALTH, AND SPECIFICALLY TO REDUCING HEALTH DISPARITIES IN COMMUNITIES AT RISK FOR POOR OUTCOMES. THEY STRIVE TO PROVIDE COMPASSIONATE, CULTURALLY AWARE SUPPORT AND A NONJUDGMENTAL, WELCOMING COMMUNITY. IN 2021, ALONG WITH ANOTHER MN MEDICAID HEALTH PLAN, HEALTHPARTNERS FUNDED THE TRAINING AND CERTIFICATION COSTS FOR ADDITIONAL DOULAS OF COLOR TO SERVE MEDICAID MEMBERS. THAT FUNDING CONTINUED TO BE UTILIZED INTO 2023. SINCE THAT TIME, EVERYDAY MIRACLES ROSTER OF DOULAS OF COLOR WENT FROM 40% OF THEIR DOULAS TO 70% OF THEIR DOULAS IDENTIFYING AS PEOPLE OF COLOR. WE GIFTED EVERYDAY MIRACLES A $50,000 GRANT IN 2022 TO FURTHER AID THEIR WORK IN PROVIDING SUPPORT TO THE COMMUNITY.
PART III, CONT. WE ARE ALSO ENGAGED WITH A GROUP OF COMMUNITY MEMBERS AND ORGANIZATIONS TO ENCOURAGE THE STATE TO UPDATE THE ALLOWABLE DOULA CERTIFICATIONS TO INCLUDE CULTURALLY CONGRUENT TRAININGS RELEVANT FOR BLACK AND INDIGENOUS PREGNANT PEOPLE. THE MINNESOTA DEPARTMENT OF HEALTH HAS UPDATED THEIR PROCESS TO IDENTIFY QUALIFYING AGENCIES TO CERTIFY DOULAS TO BECOME MEDICAID ELIGIBLE PROVIDERS. ADDITIONALLY, THE STATE LEGISLATURE PASSED CHANGES TO THE SUPERVISION REQUIREMENTS FOR MEDICAID DOULA PROVIDERS, AND WE HAVE WORKED TO SUPPORT DOULAS TO UNDERSTAND THOSE CHANGES AND HOW THEY WILL BE IMPLEMENTED IN 2024. WE CONTINUE TO WORK WITH DIVISION OF INDIAN WORK (DIW) TO SUPPORT THEIR NINDE DOULA PROGRAM. HISTORICALLY THEIR PROGRAM WAS FUNDED BY GRANTS WHICH COULDN'T FULLY FULFILL THE NEEDS OF THE COMMUNITY FOR SERVICES. WE HAVE BEEN WORKING WITH THEM TO BECOME MEDICAID BILLABLE TO INCREASE THEIR FUNDING CAPACITY. IN 2022 AND 2023 WE PROVIDED GRANTS TO DIW TO SUPPORT THE SERVICES AND TO FORMALIZE PROCESSES TO BE ABLE TO CONTRACT WITH THEM. -REFERRAL PARTNERS: WE CONTINUE TO EXPAND OUR COLLABORATION WITH COMMUNITY PARTNERS TO FURTHER SUPPORT OUR MOST VULNERABLE PATIENTS AND MEMBERS. WE WORK TO IDENTIFY AND REFER OUR ELIGIBLE PATIENTS OR MEMBERS TO FAMILY HOME VISITING AND OTHER COUNTY PUBLIC HEALTH NURSE HOME VISITING PROGRAMS AND COMMUNITY-BASED PROGRAMS TO SUPPORT DIVERSE COMMUNITIES INCLUDING DOULAS AND OTHER MATERNAL HEALTH SUPPORTS. WE REFER PREGNANT MEMBERS ON MEDICAID TO COUNTY HOME VISITING FOR SUPPORT AND RESOURCES AT THE LOCAL LEVEL. -PERINATAL MEASUREMENTS: IN NOVEMBER 2021, HEALTHPARTNERS BEGAN PARTICIPATING IN THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES (HHS) PERINATAL IMPROVEMENT COLLABORATIVE, A LARGE-SCALE, DATA-DRIVEN COLLABORATIVE OF 200+ LEADING HOSPITALS CARING FOR DIVERSE POPULATIONS IN ALL 50 STATES. THE COLLABORATIVE IS OVERSEEN BY THE HHS OFFICE ON WOMEN'S HEALTH (OWH), USING RELEVANT DATA, ANALYTICS, AND PERFORMANCE IMPROVEMENT METHODOLOGIES FROM PREMIER INC. THE HHS PERINATAL IMPROVEMENT COLLABORATIVE WILL BE TESTING INTERVENTIONS AND PROTOCOLS TO REDUCE PREVENTABLE DEATHS AND COMPLICATIONS AMONG MOTHERS AND THEIR BABIES. USING PREMIER'S COMPREHENSIVE AND STANDARDIZED DATA COLLECTION SYSTEM, THE PROGRAM WILL BE ABLE TO QUICKLY GENERATE SOLUTIONS FOR SAFER OBSTETRIC AND NEONATAL CARE THAT CAN BE IMPLEMENTED NATIONWIDE. THE EFFORT IS GUIDED BY AN EXTERNAL ADVISORY PANEL COMPRISING MORE THAN 20 EXPERT CLINICIANS, LEADERS, AND PATIENT PARTNERS FROM MOMMA'S VOICES, A COALITION OF ADVOCACY ORGANIZATIONS FOCUSED ON LEADING CAUSES OF MATERNAL MORTALITY AND MORBIDITY. -POSTPARTUM HEMORRHAGE (PPH) AND HYPERTENSION IN PREGNANCY SAFETY BUNDLE: THE TWO YEARS POST IMPLEMENTATION OF STANDARDIZED CARE FOR OBSTETRIC PATIENTS EXPERIENCING PPH AND HYPERTENSION HAVE REALIZED MANY GAINS. THE SYSTEM HAS SEEN A NEARLY 27% INCREASE IN TIMELY TREATMENT OF SEVERE HYPERTENSION, EXCEEDING GOALS SET BY MHA. METHODIST BIRTH CENTER SAW A NEARLY 59% GAIN IN TIMELY TREATMENT. TIMELY TREATMENT OF SEVERE HYPERTENSION AMONG BIPOC PATIENTS INCREASED BY MORE THAN 27% ACROSS THE SYSTEM. IN MAY OF 2023, WITH THE SUPPORT OF PHARMACY, OR AND EPIC LEADERS, THE SEVEN INPATIENT BIRTH HOSPITALS ALIGNED IN BEST PRACTICE TO MOVE TO A SINGLE, STANDARDIZED OXYTOCIN CONCENTRATION FOR USE IN INDUCTION AND AUGMENTATION OF LABOR AND FOR PREVENTION AND TREATMENT OF PPH. CONCURRENTLY, AN EXTENSIVE PDSA ON THE 2021 PPH WORK WAS UNDERTAKEN TO UPDATE TO 2023 CMQCC RECOMMENDATIONS. CURRENTLY, THE FAMILY BIRTH CENTERS ARE WORKING ON RE-INTEGRATION AND EDUCATION ON THE PPH RISK CALCULATOR IN EPIC AND A PROJECT TO IMPROVE THE REVIEW AND QUALITY IMPROVEMENT WORK FOR CASES THAT MEET CRITERIA FOR SEVERE HEMORRHAGE. MENTAL HEALTH -PARTNERSHIP WITH NAMI MINNESOTA: HEALTHPARTNERS HAS HAD A MUTUALLY BENEFICIAL 17-YEAR PARTNERSHIP WITH THE MINNESOTA CHAPTER OF NAMI, A NONPROFIT ORGANIZATION DEDICATED TO IMPROVING THE LIVES OF CHILDREN AND ADULTS WITH MENTAL ILLNESSES AND THEIR FAMILIES (NAMIMN.ORG). HEALTHPARTNERS HAS CONTINUOUSLY BEEN A SPONSOR OF THE NAMIWALKS SINCE 2007 CONTINUES TO PARTICIPATE IN THE NAMIWALKS ANNUALLY, ON AN ORGANIZATION-WIDE LEVEL, HELPING TO RAISE FUNDS AND PROMOTE THE WALK. IN 2023, OUR TEAM WAS BACK IN PERSON AT MINNEHAHA PARK AND RAISED NEARLY $6,000 FOR NAMI. WE HAVE COLLABORATED WITH NAMI ON THE MAKE IT OK ANTI-STIGMA CAMPAIGN (DESCRIBED BELOW), IN WHICH NAMI IS A COMMITTED AND EXPERT ORGANIZATION THAT HAS PLEDGED TO HELP CHANGE HEARTS AND MINDS ABOUT THE MISPERCEPTIONS OF MENTAL ILLNESSES BY ENCOURAGING OPEN CONVERSATIONS AND EDUCATION ON MENTAL ILLNESS. ALSO IN 2023, WE JOINED THE MINNESOTA STATE ADVISORY COUNCIL ON MENTAL HEALTH AND SUBCOMMITTEE ON CHILDREN'S MENTAL HEALTH, IN COLLABORATION WITH NAMI MINNESOTA, AT THE MINNESOTA STATE FAIR. TOGETHER WITH OVER 50 OTHER COMMUNITY BASED NONPROFITS, WE CELEBRATED MENTAL HEALTH AWARENESS AT THE STATE FAIR BY PROMOTING AWARENESS, SPREADING INFORMATION AND ENGAGING OVER 110,000 MINNESOTANS ON THE TOPIC OF MENTAL HEALTH. -MAKE IT OK: IN 2023, THE MAKE IT OK CAMPAIGN MARKED A DECADE OF REDUCING MENTAL HEALTH STIGMA BY CHANGING ATTITUDES AND FOSTERING CARING CONVERSATIONS IN COMMUNITIES. MAKE IT OK HAD CONTINUED GROWTH OF PARTNERS, AMBASSADORS AND COMMUNITY ENGAGEMENT, WITH AN INCREASED FOCUS ON EQUITABLY REACHING COMMUNITIES DISPROPORTIONATELY IMPACTED BY MENTAL ILLNESSES AND STIGMA. IT WAS ALSO A YEAR TO REFLECT ON A DECADE OF MILESTONES WITH OUR NEW MAKE IT OK 10-YEAR REPORT, SHOWCASING THE CAMPAIGN'S MEANINGFUL AND MEASURABLE PROGRESS. THIS MILESTONE WAS CELEBRATED WITH AN EVENT IN APRIL, ATTENDED BY OVER 150 PEOPLE, BOTH IN PERSON AND VIRTUALLY, HIGHLIGHTING THE 10-YEAR PROGRESS AND FUTURE PLANS. SINCE 2012, MORE THAN: 5,000 PEOPLE HAVE BEEN TRAINED AS AMBASSADORS, 10,000 HAVE ATTENDED MAKE IT OK PRESENTATIONS, 21,000 HAVE TAKEN THE PLEDGE TO STAND AGAINST STIGMA, AND THE CAMPAIGN HAS EXPANDED ITS REACH NATIONWIDE THROUGH ONLINE RESOURCES, TRAININGS AND PARTNERSHIPS. THIS IMPORTANT WORK RESULTED IN A MEASURABLE DECREASE IN COMMUNITY STIGMA, YET THERE IS STILL WORK TO DO. FULL REPORT MAKEITOK.ORG/10YEARREPORT. 2023 MAKE IT OK HIGHLIGHTS: -133,260 REACHED VIRTUALLY, THROUGH PRESENTATIONS, TRAININGS, WEBSITE, SOCIAL AND E-NEWSLETTERS -15,000+ REACHED WITH 6,325 ENGAGED IN MAKE IT OK THROUGH 41 COMMUNITY EVENTS -855 AMBASSADORS SUBSCRIBERS REACHED THROUGH QUARTERLY E-NEWSLETTER -480 ENGAGED THROUGH 32 VIRTUAL PRESENTATIONS AND 5 IN-PERSON (165 ATTENDED PRESENTATION ON STIGMA OF SUBSTANCE USE DISORDER) -220 AMBASSADORS TRAINED THROUGH 15 VIRTUAL TRAININGS AND 2 IN-PERSON -WEB DEVELOPMENT OF THE NEWLY TRANSFORMED MAKE IT OK WEBSITE AS WE MOVE FORWARD IN 2024, WE'RE EXCITED TO SHARE THE NEW MAKE IT OK WEBSITE, WHICH WENT LIVE IN MARCH. WE WILL ALSO CONTINUE A FOCUSED EFFORT ON STRENGTHENING AND EXPANDING PARTNERS AND RESOURCES TO EQUITABLY REACH COMMUNITIES DISPROPORTIONATELY IMPACTED BY MENTAL ILLNESSES AND STIGMA. ADDITIONALLY, WE WILL FOCUS ON BROADENING AND DEVELOPING RESOURCES FOR OVERALL MENTAL HEALTH AND WELL-BEING. -SCIENCE MUSEUM OF MINNESOTA: HEALTHPARTNERS SUPPORTS SINCE 2018 THE SCIENCE MUSEUM OF MINNESOTA'S EXHIBIT MENTAL HEALTH: MIND MATTERS. ORIGINALLY DEVELOPED IN FINLAND, THIS EXHIBIT DID NOT USE CULTURALLY APPROPRIATE LANGUAGE OR APPROACHES FOR THE UNITED STATES, OR PROVIDE CULTURALLY RELEVANT RESOURCES. HEALTHPARTNERS PROVIDED IMPORTANT FINANCIAL SUPPORT AND SUBJECT MATTER EXPERTISE AND CONTENT ON RESOURCES, INCLUDING CREATION OF A DEDICATED RESOURCE AREA FOR ADULTS AND CHILDREN. THIS RESOURCE AREA INCLUDED CULTURALLY RELEVANT RESOURCES IN MANY LANGUAGES AND INCLUDED DEDICATED PIECES FOR PERINATAL PSYCHIATRIC DISORDERS AS WELL AS AFRICAN AMERICAN, RECENT REFUGEE IMMIGRANT, SOMALI AND LATIN AMERICAN COMMUNITIES. HTTPS://WWW.SMM.ORG/TOOLKIT/MINDMATTERS NUTRITION AND FITNESS -POWERUP: IN 2023, THE POWERUP COMMUNITY HEALTH INITIATIVE CONTINUED TO INSPIRE AND SUPPORT KIDS AND FAMILIES TO EAT BETTER, MOVE MORE AND FEEL GOOD. THE YEAR WITNESSED A NOTEWORTHY INCREASE IN IN-PERSON OUTREACH AND EVENTS, DEMONSTRATING A ROBUST RETURN TO COMMUNITY ENGAGEMENT. AT THE SAME TIME, VIRTUAL OUTREACH AND COMMUNICATIONS CONTINUED TO EXPAND WITH AN ENHANCED AND CONSISTENT APPROACH, OFFERING FAMILIES SIMPLE AND FUN IDEAS TO POWERUP AT HOME. NEW AND INNOVATIVE RESOURCES FEATURING PLANT-BASED PROTEINS WERE ALSO DEVELOPED. THESE RESOURCES REPRESENT OUR EXPANDING COMMITMENT TO HEALTH, THE PLANET AND BUDGET-FRIENDLY NUTRITION. WWW.POWERUP4KIDS.ORG 2023 POWERUP HIGHLIGHTS: -REACHED 64,176+ VIRTUALLY, THROUGH CLASSES, WEBSITE, SOCIAL AND E-NEWSLETTERS -REACHED 40,000+ WITH THE POWERUP PRESS FAMILY NEWSLETTERS (DISTRIBUTED TO FAMILIES, SCHOOLS AND COMMUNITY) -POWERED UP 4,126 STUDENTS WITH THE POWERUP SCHOOL CHALLENGE ACROSS 25 ELEMENTARY SCHOOLS -ENGAGED 18,887 KIDS AND FAMILIES THROUGH 141 EVENTS THAT POWERUP ATTENDED
PART III, CONT. -ENGAGED 1,958 LISTSERV SUBSCRIBERS (+80 IN LAST YEAR) THROUGH MONTHLY E-NEWSLETTERS -DEVELOPED 'POWERUP WITH PLANTS,' A WEB RESOURCE WITH PLANT-BASED PROTEIN INFORMATION, ACTIVITIES AND FEATURED AN INTERACTIVE CHALLENGE WITH NEARLY 200 PARTICIPANTS -DEVELOPED 5 NEW RECIPE VIDEO RESOURCES FOR FAMILIES WITH A FOCUS ON MEALS AND SNACKS FEATURING PLANT-BASED PROTEINS -HUNGER SOLUTIONS: THROUGH OUR PARTNERSHIP WITH HUNGER SOLUTIONS MINNESOTA (A NONPROFIT ORGANIZATION IN MINNESOTA COMMITTED TO ENDING HUNGER IN MN), MEMBERS/PATIENTS WHO SCREEN POSITIVE FOR FOOD INSECURITY ARE REFERRED TO THE MINNESOTA FOOD HELPLINE. HUNGER SOLUTIONS ALSO HELPS SCREEN FOR OTHER NEEDS THE PERSON MAY HAVE SUCH AS HOUSING OR TRANSPORTATION. THIS PARTNERSHIP STARTED AS A PILOT PROGRAM WITH THREE HEALTHPARTNERS CLINICS IN 2017 AND EXPANDED TO THE HEALTH PLAN IN EARLY 2020. IN 2023, PRIMARY CARE ADDED SOCIAL DRIVERS OF HEALTH SCREENING QUESTIONS TO THEIR ADULT ANNUAL WELL VISITS. THIS INCREASED REFERRALS TO HUNGER SOLUTIONS FOUR-FOLD, AVERAGING ABOUT 200-250 REFERRALS A MONTH. -SUPERSHELF: HEALTHPARTNERS AND LAKEVIEW HOSPITAL ARE FOUNDING PARTNERS OF SUPERSHELF, AN INNOVATIVE PROJECT TO TRANSFORM FOOD SHELVES BY OFFERING A POSITIVE, GROCERY STORE-LIKE EXPERIENCE FOR MEMBERS TO ACCESS HEALTHY AND APPEALING FOODS. SUPERSHELF USES BEHAVIORAL ECONOMICS TO MAKE THE HEALTHIEST CHOICE THE EASIEST CHOICE WHILE RESPECTING INDIVIDUAL PREFERENCES. THERE ARE NOW 89 SUPERSHELF SITES ACROSS MINNESOTA WHO PROVIDE A WELCOMING AND DIGNIFIED EXPERIENCE FOR COMMUNITY MEMBERS WHO ARE FOOD INSECURE TO ACCESS APPEALING, HEALTHY FOOD. HTTPS://WWW.SUPERSHELFMN.ORG/ BUILDING AN EFFECTIVE WORKFORCE TO SUPPORT HEALTH EQUITY, DIVERSITY, AND INCLUSION -WALLIN EDUCATION PARTNERS PARTNERSHIP: IN EARLY 2023, WE ENTERED INTO A NEW PARTNERSHIP WITH WALLIN EDUCATION PARTNERS, AN ESTABLISHED TWIN CITIES NONPROFIT FOCUSED ON PROVIDING FINANCIAL AID, ADVISING, AND ACCESS TO STUDENTS PURSUING 2- AND 4-YEAR DEGREES TO ENSURE COLLEGE AND CAREER SUCCESS FOR HIGH-POTENTIAL STUDENTS FROM LOW-INCOME BACKGROUNDS. THROUGH THIS PARTNERSHIP, WE HAVE CREATED HEALTHPARTNERS' FIRST HEALTHCARE PATHWAY PROGRAM THAT BUILDS RELATIONSHIPS WITH STUDENTS PURSUING 2-YEAR DEGREES IN ONE OF FOUR PRIORITY HEALTHCARE FIELDS. AS A PART OF THIS TWO-YEAR PATHWAY PROGRAM, STUDENTS ARE PAIRED WITH MENTORS, PROVIDED OPPORTUNITIES FOR INFORMATIONAL INTERVIEWS, SITE VISITS AND CAREER PANELS, AND OFFERED FULL-TIME PAID SUMMER INTERNSHIPS. THROUGH THE TWO YEARS, STUDENTS LEARN MORE ABOUT HEALTH CARE, HEALTHPARTNERS AND FEEL WELCOME, INCLUDED AND VALUED AT THE ORGANIZATION IN HOPES OF FUTURE EMPLOYMENT WITH US WHEN THEY GRADUATE. -TWIN CITIES PRIDE FESTIVAL AND MARCH: 96 COLLEAGUES VOLUNTEERED AT THE TWO-DAY FESTIVAL AND WALKED IN THE PRIDE MARCH. -CONTINUOUSLY UPDATING OF THE INTERNAL DIVERSITY, EQUITY INCLUSION, AND BELONGING (DEIB) WEBSITE: AS A PART OF THE ORGANIZATION-WIDE EFFORT TO MIGRATE TWO DIFFERENT INTERNAL PLATFORMS INTO ONE, THE DEIB INTERNAL WEBSITE IS CONTINUOUSLY UPDATED WITH RELEVANT AND TIMELY DEIB RELATED INFORMATION FOR COLLEAGUES TO CONTINUE THEIR EDUCATIONAL JOURNAL. -DIVERSITY, EQUITY AND INCLUSION DASHBOARD: PARTNERED WITH HR COLLEAGUES TO PROVIDE ON A SEMI-ANNUAL BASIS A COLLEAGUE DIVERSITY DASHBOARD THAT SHARES THE RACIAL DIVERSITY OF THEIR TEAM AND HIGHLIGHTS THE DIFFERENCE IN COLLEAGUE EXPERIENCES BASED ON RACIAL IDENTITIES. MET WITH ALL SENIOR LEADERS AND DIRECT REPORTS TO SHARE THEIR DASHBOARD WITH THEM. PARTNERED WITH HR COLLEAGUES ON USAGE OF, CREATION OF, AND UNDERSTANDING OF DATA BEHIND DEMOGRAPHIC DATA. LEADERS UTILIZE THE FINDINGS IN THE DASHBOARD TO CREATE ANNUAL PLANS AND DEI GOALS. -INCLUSIVE LEADER WORKSHOP: A FOUR-PART MODULE OFFERED TO LEADERS BUILDS TOOLS TO CREATE AN INCLUSIVE WORKPLACE FOR THEIR TEAMS AND THE COMMUNITY WE SERVE. LEADERS DEVELOP SKILLS TO HAVE COACHING CONVERSATIONS WITH THEIR TEAMS, LEARN HOW TO USE THE EQUITY LENS TOOLKIT TO BRING EQUITY TO POLICIES, PRACTICES AND PROCEDURES, AND BUILD A DEI STRATEGY FOR THEIR RESPECTIVE TEAMS. BY THE END OF 2023, 45% OF ALL LEADERS HAD COMPLETED INCLUSIVE LEADER WORKSHOP. -UNCONSCIOUS BIAS TRAINING: A TRAINING OFFERED TO ALL COLLEAGUES. THIS FOUR-PART MODULE DEEPENS OUR UNDERSTANDING OF HOW UNCONSCIOUS BIAS CAN IMPACT OTHERS AND THE WORK THAT WE DO. COLLEAGUES LEARN TO IDENTIFY BIAS, MITIGATE BIAS AND HOW TO MOVE BEYOND BIAS TO ACTIONABLE ANTI-RACIST RESULTS. IN 2023, 30 TRAINED FACILITATORS LED 66 SESSIONS THAT ENGAGED MORE THAN 1100 ATTENDEES. PRE-POST SURVEYS CONTINUE TO SHOW SIGNIFICANT INCREASE IN UNDERSTANDING AND CONFIDENCE EXPLAINING BIAS TO OTHERS. -LGBTQ+ TRAINING: REVISED "BUILDING AN LGBTQ+ INCLUSIVE ENVIRONMENT" TRAINING AVAILABLE FOR COLLEAGUES. USES UPDATED LANGUAGE AND MORE INCLUSIVE EXAMPLES IN COLLABORATION WITH THE DIVERSITY, EQUITY AND INCLUSION DEPARTMENT AND THE LGBTQ+ COLLEAGUE RESOURCE GROUP. -LGBTQ+ EMR TOOLS: CREATED VIDEOS AND ADDITIONAL TRAINING TOOLS FOR STAFF TO ENSURE PATIENT SEXUAL ORIENTATION AND GENDER IDENTITY INFORMATION IS APPROPRIATELY DOCUMENTED IN THE ELECTRONIC MEDICAL RECORD AND USED. -COLLEAGUE RESOURCE GROUPS: ARE VOLUNTARY, EMPLOYEE-LED GROUPS ORGANIZED AROUND SHARED UNDERREPRESENTED IDENTITIES THROUGHOUT HEALTHPARTNERS, SUCH AS RACE, GENDER, AGE, SEXUALITY, VETERAN STATUS, AND DISABILITIES. ADDITIONALLY, GROUPS MAY BE ORGANIZED AROUND SHARED INTERESTS THAT AFFIRM DIVERSITY AND INCLUSION THROUGHOUT THE ORGANIZATION. THEY HELP US SERVE THE DIVERSE AND INDIVIDUAL NEEDS OF PATIENTS, MEMBERS AND CUSTOMERS, AS WELL AS STRENGTHEN RESPECT AND INCLUSION IN OUR WORKPLACE. IN ADDITION TO THE THREE EXISTING GROUPS (BLACK AND AFRICAN AMERICAN, LGBTQ+ AND LEADERS OF COLOR RESOURCE GROUP), IN 2023 WE LAUNCHED A GROUP FOCUSED ON DISABILITIES AND ABLEISM. -CLINICIAN AFFINITY GROUPS: SIMILAR IN NATURE TO COLLEAGUE RESOURCE GROUPS, CLINICIAN AFFINITY GROUPS ARE VOLUNTARY, CLINICIAN-LED GROUPS ORGANIZED AROUND AREAS OF IDENTITIES AND AREAS OF COLLECTIVE INTERESTS. -DEI SIMULATIONS: IN EFFORTS TO CREATE AN ANTI-RACISM WORKPLACE, HEALTHPARTNERS CONTINUES TO HAVE COLLEAGUES FROM CLINICAL SIMULATION, DIVERSITY & INCLUSION AND NURSING EDUCATION PARTNER TO CREATE SCENARIOS ROOTED IN BIAS, MANY CREATED OFF ACTUAL COLLEAGUE EXPERIENCES, TO HELP OTHERS UNDERSTAND HOW TO RESPOND AND WHAT TO DO NEXT IN BIAS SITUATIONS. -MICROAGGRESSION EDUCATION JOURNEY: THIRTEEN DIFFERENT EXAMPLES OF HOW DIFFERENT IDENTITIES EXPERIENCE MICROAGGRESSIONS. EACH MICROAGGRESSION HAS A SHORT SIX MINUTE VIDEO OF THE MICROAGGRESSION AS WELL AS DISCUSSION GUIDES FOR THE GROUP. THE THIRTEENTH MICROAGGRESSION IS HOW TO RESPOND TO MICROAGGRESSION AND HOW TO ACCEPT WHEN A MICROAGGRESSION IS COMMITTED. -GENDER CARE COORDINATION: THE GENDER SERVICES TEAM HAS BEEN LEADING EFFORTS TO COORDINATE PATIENT ACCESS AND CONSISTENT, QUALITY CARE AND EXPERIENCE ACROSS THE ORGANIZATION, WHICH HAS INCLUDED COLLABORATING WITH CLINICIANS AND TEAMS ACROSS MULTIPLE DEPARTMENTS AND LOCATIONS WHO PROVIDE GENDER CARE TO PATIENTS. THIS COLLABORATION HAS FOCUSED ON MULTIPLE AREAS OF GENDER CARE AND CREATED STANDARDS OF CARE, PATIENT EDUCATION MATERIALS, AND CLINICIAN TRAININGS AND RESOURCES TO SUPPORT QUALITY CARE.
PART III, CONT. -CULTURE ROOTS: WE HAVE EXTENSIVE INTERNAL COMMUNICATIONS TO BUILD STAFF UNDERSTANDING AND CAPABILITIES IN CULTURAL HUMILITY. THE QUARTERLY "CULTURE ROOTS" NEWSLETTER CONTINUES TO BE AN ORGANIZATION-WIDE EDUCATIONAL TOOL. THE CULTURE ROOTS SUBSCRIBER LIST IS CURRENTLY AT 833. TOPICS FOR 2023 INCLUDED THE HAZARDS OF SKIN-LIGHTENING PRODUCTS, TRANSLATING WRITTEN CONTENT FOR OUR MEMBERS AND PATIENTS, WHY PRONOUNS MATTER, AND DIGITAL ACCESS AND DIGITAL LITERACY. -HEALTH EQUITY CHAMPIONS: THE HEALTHPARTNERS HEALTH EQUITY CHAMPIONS PROGRAM CONTINUED IN 2023. THE CHAMPIONS ARE STAFF MEMBERS AND PROVIDERS WHO RECEIVE EXPERT TRAINING SO THEY CAN BECOME ADVOCATES AND SERVE AS LOCAL RESOURCES FOR THEIR COLLEAGUES IN CARING FOR PATIENTS FROM DIVERSE CULTURES AND THOSE WITH LIMITED ENGLISH PROFICIENCY. - NEARLY 348 CHAMPIONS WERE PARTICIPATING BY END OF 2023. - IN ADDITION TO PRODUCING CULTURE ROOTS, THE HEALTH EQUITY CHAMPIONS TEAM DISTRIBUTED ANNOUNCEMENTS TO HELP INCREASE CHAMPIONS' AWARENESS OF AND PARTICIPATION OF VARIOUS HEALTH-EQUITY-RELATED EVENTS AND ACTIVITIES. - WE CONTINUE TO USE OUR TEAMS CHANNEL TO COMMUNICATE IN REAL TIME TO SHARE INSIGHTS, NEWS AND ANNOUNCEMENTS. CHAMPIONS OPT IN TO THIS DEDICATED TEAMS SPACE. CURRENTLY, 123 MEMBERS STAY CONNECTED THROUGH THIS CHANNEL. - OUR 2023 ANNUAL EVENT WAS HELD VIRTUALLY IN JANUARY 2024, AS A RESCHEDULE FROM OUR POSTPONED NOVEMBER 2023 DATE. OUR KEYNOTE PRESENTER WAS SAHR BRIMA, CO-FOUNDER OF CEO LOVE YOU COOKIE AND ASSOCIATE GENERAL COUNSEL AT NIKE, INC. ALONG WITH FELLOW HEALTH EQUITY CHAMPION ORNELA BJERKE-BESLAGIC (DIRECTOR OF NUTRITION SERVICES AT REGIONS HOSPITAL), SAHR LED A "FIRESIDE CHAT" THAT WALKED CHAMPIONS THROUGH HIS EXPERIENCES AS A REFUGEE FROM SRI LANKA. THE TITLE OF HIS PRESENTATION WAS "HOW I BECAME A DEFIANT OPTIMIST AND WHY YOU SHOULD, TOO." THIS VIRTUAL EVENT WAS FILLED WITH POETIC REFLECTIONS AND INSPIRATION. - THE HEALTH EQUITY CHAMPIONS PROGRAM HELD SEVERAL ADDITIONAL VIRTUAL EVENTS IN 2023. THE PRESENTATIONS WERE WELL-ATTENDED AND GENERATED POSITIVE FEEDBACK. - WE HELD FOUR QUARTERLY TEAMS PRESENTATIONS IN 2023 TO HELP CHAMPIONS STAY UPDATED ON HEALTH EQUITY ACTIVITIES, PROGRAMS AND INITIATIVES HAPPENING ACROSS OUR SYSTEM. EACH PRESENTATION FOCUSED ON INITIATIVES CASCADING UP TO THE "ELIMINATING DISPARITIES" CORNERSTONE OF OUR ORGANIZATION'S EQUITY, INCLUSION, AND ANTI-RACISM WORK. TOPICS INCLUDED SICKLE CELL DISEASE, AN UPDATE ON OUR LGBTQ+ INITIATIVES, SOCIAL DRIVERS OF HEALTH AND ADVANCING DEI AND ANTI-RACISM THROUGH OUR SIMULATION ACTIVITIES. - WE HELD TWO "COMMUNITY ORGANIZATION SPOTLIGHTS," DESIGNED TO HIGHLIGHT ORGANIZATIONS THAT HAD VOLUNTEER OPPORTUNITIES AND WHOSE MISSION ALIGNED WITH OUR VISION TO ADVANCE EQUITY AND INCLUSION AND ELIMINATE RACISM. AS AN EXTENSION OF ONE OF THESE SPOTLIGHTS, WE PARTNERED WITH OUR COMMUNITY RELATIONS DEPARTMENT TO PROMOTE BUY WITH HABITAT, A HOMEBUYING ASSISTANCE PROGRAM WITHIN HABITAT FOR HUMANITY. EQUITY, DIVERSITY AND ANTI-RACISM WEBSITE: THIS IS A LANDING PAGE FOR OUR CABINET AND LINKS TO OUR CORNERSTONE WORK. THE SITE HELPS PROVIDE STRUCTURE TO OUR WORK, EASILY SHARES INFORMATION ABOUT THAT WORK, RESOURCES, AND CALLS OUT WAYS COLLEAGUES CAN GET ENGAGED. WELLNESS AND PREVENTION -DIABETES AND HYPERTENSION OUTREACH: IN PARTNERSHIP WITH OUR CARE GROUP, WE IDENTIFIED MEDICAID MEMBERS WHO HAVE DIABETES AND HYPERTENSION AND CREATED A PROGRAM TO GET HOME BLOOD PRESSURE MONITORS OUT TO THESE MEMBERS. IN TOTAL, WE SENT 3,143 MONITORS TO MEMBERS ON OUR MEDICAID PRODUCTS. THE MAILING INCLUDED INSTRUCTIONS ON HOW TO TAKE A BLOOD PRESSURE READING AT HOME AND HOW TO INFORM YOUR CARE PROVIDER OF THE RESULTS. OUR CARE GROUP CONTINUES TO WORK TO ENGAGE WITH MEMBERS WHOSE BLOOD PRESSURE IS OUTSIDE OF THE RECOMMENDED RANGE. -BREAST CANCER GAPS PROJECT: HEALTHPARTNERS CARE GROUP CONTINUES TO PARTICIPATE IN THE BREAST CANCER GAPS PROJECT WHICH IS FOCUSED ON REDUCING DISPARITIES FOR BLACK WOMEN WHO ARE ELIGIBLE FOR BREAST CANCER SCREENING. THIS PROJECT HEARD FROM COMMUNITY MEMBERS ABOUT WHY THEY ARE RELUCTANT TO GET SCREENED, THEN USED PRINCIPLES OF COMMUNITY CO-DESIGN TO CREATE SOLUTIONS FOR THESE BARRIERS. THE PROJECT HAS CREATED VIDEOS EMPHASIZING THAT "WE MATTER" TO ENCOURAGE WOMEN OF COLOR TO GET SCREENED. HEALTHPARTNERS INCORPORATED THESE VIDEOS IN A MEDIA CHAMPAIGN IN 2023 AND ATTENDED THE LIVE LAUGH AND LEARN EVENT CO-SPONSORED WITH SISTER SPOKESMAN OFFERING WOMEN EDUCATION, NETWORKING OPPORTUNITIES AND AN OPTION TO SCHEDULE A MAMMOGRAM. IN 2024 HEALTHPARTNERS WILL BE PART OF THE BREAST CANCER GAPS PROJECT IN AN ADVISORY POSITION FOR THE ONGOING WORK OF THIS GROUP. THE BREAST CANCER GAPS PROJECT WILL HAVE ANOTHER LIVE, LAUGH AND LEARN EVENT IN SEPTEMBER THAT WE WILL BE PARTICIPATING IN. -BREAST CANCER SCREENING "PINK PASS": THE WORKGROUP IS WORKING ON TESTING A "PINK PASS" SYSTEM AT A FEW SELECT LOCATIONS TO SEE HOW THAT WORKS FOR REFERRING PROVIDERS, PATIENTS, AND OUR RADIOLOGY TEAMS AND SEE WHAT KIND OF IMPACT CAN BE MADE. THE PINK PASS WOULD BE GIVEN TO A PATIENT BY A PROVIDER WHO NOTICES THEY ARE PAST DUE FOR A MAMMOGRAM. THE PASS A PINK PIECE OF PAPER - INCLUDES INSTRUCTIONS FOR THE PATIENT TO BRING IT TO RADIOLOGY. ONCE IN RADIOLOGY, THE FRONT DESK WILL SEE THE PINK PASS AS A VISUAL CUE THAT THIS PATIENT WILL NOT HAVE AN APPOINTMENT, AND THEY WILL DO WHAT THEY CAN TO WORK THE PATIENT INTO THEIR SCHEDULE, WITH A GOAL OF BRINGING THE PATIENT BACK FOR THEIR MAMMOGRAM WITHIN 30 MINUTES. PLANNING FOR THIS PROCESS IS UNDERWAY AND THEY HOPE TO BEGIN THE PILOT VERY SOON. -REDUCE COLONOSCOPY LATE CANCELLATIONS AND NO SHOWS: GI LEADERS MET FOR A BRAINSTORM SESSION WITH THE GOAL OF REDUCING LATE CANCELLATIONS AND NO SHOWS FOR ENDOSCOPY PROCEDURES (WITH THE MOST COMMON PROCEDURE BEING COLONOSCOPIES). DUE TO THE MULTI-DAY PREP REQUIREMENTS OF THESE PROCEDURES, CANCELLATIONS NEED TO BE MADE WELL IN ADVANCE FOR THE SCHEDULING TEAM TO HAVE A SHOT AT FILLING THE OPEN HOLE IN THE SCHEDULE. AFTER STRATIFYING THE DATA BY RACE, LANGUAGE, INTERPRETER NEEDS AND AGE, WE FOUND THAT OUR BLACK/AFRICAN AMERICAN PATIENT POPULATION HAD THE HIGHEST RATE OF CANCELLATION/NO SHOW NEARLY DOUBLE THE RATE OF OUR WHITE PATIENTS. WE ALSO FOUND THAT PATIENTS NEEDING INTERPRETERS WERE TWICE AS LIKELY TO NO SHOW/CANCEL THAN IF A PATIENT DOES NOT NEED AN INTERPRETER. THESE WERE THE TWO POPULATIONS THAT THE TEAM DECIDED TO TARGET WITH AN INTERVENTION. THE FIRST PHASE OF THE INTERVENTION WAS TARGETED OUTREACH SPECIFICALLY TO OUR BLACK/AFRICAN AMERICAN PATIENTS. THE TEAM DESIGNATED A SCREENING RN TO CALL EVERY BLACK/AFRICAN AMERICAN PATIENT ON THE SCHEDULE AND VERIFY THAT THEY KNEW ABOUT THEIR APPOINTMENT AND RECEIVED THEIR PREP AND ANSWERED QUESTIONS ABOUT THEIR PROCEDURE. AFTER FIVE MONTHS OF MAKING THESE CALLS, THE SCREENING RN EXPANDED THEIR REACH TO ADDITIONALLY CALL ALL PATIENTS THAT NEED INTERPRETERS, UTILIZING A PHONE INTERPRETER ON THE CALL WITH THEM. RESULTS INDICATE THAT THE INTERVENTION HELPS DECREASE NO SHOWS AND LATE CANCELS. SINCE THE INTERVENTION BEGAN, NO SHOWS AMONG THE TARGETED POPULATION DECREASED FROM 21% TO 12%, AND COMPLETED PROCEDURES FOR THE TARGETED POPULATION INCREASED, ON AVERAGE, BY 20 PATIENTS PER MONTH. WHILE THIS IS CERTAINLY NOT PERFECT, IT DOES CONTRIBUTE TOWARDS ELIMINATING THE DISPARITY BETWEEN OUR TARGETED POPULATION AND THE REST OF OUR PATIENTS. THROUGH THIS WORK WE'VE LEARNED THAT HAVING SOMEONE PERSONALLY CALL PATIENTS PRIOR TO THEIR PROCEDURES IS TIME CONSUMING AND EXPENSIVE BUT DOES IMPROVE PATIENT OUTCOMES AND FINANCIAL STABILITY IN THE LONG RUN. WE ARE PLANNING ON EXPANDING PERSONAL PHONE CALLS TO MORE POPULATIONS THIS YEAR. ADDRESSING MEMBER & PATIENT HEALTH-RELATED SOCIAL NEEDS: BOTH OUR HEALTH PLAN AND CARE DELIVERY SYSTEM ARE SUPPORTING SOCIAL DRIVER OF HEALTH NEEDS BY COLLECTING DATA AND PROVIDING COMMUNITY RESOURCES TO HELP MEET THESE NEEDS. THESE EFFORTS HAVE HAD A KEY FOCUS ON FOOD, TRANSPORTATION, AND HOUSING. IN 2023 WE TRANSITIONED OUR VENDOR FROM NOWPOW TO UNITE US AS THE COMPANY WAS ACQUIRED. UNITE US HELPS US PROVIDE OUR MEMBERS AND PATIENTS RESOURCES THROUGH SEVERAL AVENUES. - LICENSED COLLEAGUES CAN LOG IN TO THE UNITE US PLATFORM, CREATE A SPECIFIED LIST OF RESOURCES, AND SHARE IT OUT WITH THE MEMBER OR PATIENT. - UNITE US INTEGRATES A FLAT FILE OF RESOURCES INTO EPIC THAT A SPECIFIED LIST CAN BE SHARED WITH A PATIENT. - HEALTHPARTNERS HAS A BRANDED SELF-SERVICE WEB LINK WHERE A PATIENT OR MEMBER CAN SEARCH FOR RESOURCES THEMSELVES. IN 2023 THIS LINK REMAINED FUNCTIONAL AS NOWPOW, AND IN 2024 IT WILL TRANSITION TO UNITE US. - IN THE FUTURE WE WILL BE EXPLORING A CLOSED-LOOP FUNCTIONALITY OF COMMUNITY RESOURCE REFERRALS WHERE WE GET FEEDBACK FROM COMMUNITY-BASED ORGANIZATIONS ON WHETHER A MEMBER OR PATIENT GOT THE SUPPORT THEY NEEDED THROUGH THE UNITE US PLATFORM.
PART III, CONT. -OTHER TARGETED OUTREACH: IN PARTNERSHIP WITH WELLSHARE INTERNATIONAL, HEALTHPARTNERS IMPLEMENTED TARGETED OUTREACH TO OUR DIVERSE MSHO MEMBERSHIP TO EDUCATE THEM ABOUT THE BENEFITS THEY HAVE WITH THEIR HEALTH PLAN, ENCOURAGE THEM TO RECEIVE BREAST CANCER SCREENING, COLON CANCER SCREENING OR ANNUAL WELLNESS VISIT AND TO COMPLETE THE CAHPS SURVEY IF THEY RECEIVED IT IN THE MAIL. AS TRUSTED MEMBERS OF THE COMMUNITY, WELLSHARE INTERNATIONAL STAFF WERE ABLE TO REACH OUT TO OUR MEMBERS TO REMIND THEM OF IMPORTANT CANCER SCREENINGS. THEY REACHED OUT TO MEMBERS WHO SPOKE EITHER ENGLISH OR SPANISH USING A CHW WHO SPOKE THEIR NATIVE LANGUAGE. CHWS WERE ABLE TO REACH AND EDUCATE 181 MEMBERS OUT OF THE 520 MEMBERS REFERRED (34.8% REACH RATE). THE MOST COMMON SOCIAL ISSUES IDENTIFIED FOR THE MEMBERS DURING THE CALLS WERE FINANCIAL CONCERNS, FOOD INSECURITY, SAFETY CONCERNS, HOUSING CONCERNS AND MEDICATION CONCERNS. THE CHWS WERE ABLE TO REFER THE MEMBER BACK TO THEIR HEALTH PLAN CARE COORDINATOR FOR ASSISTANCE WITH MANY OF THESE CONCERNS. THE CHWS ALSO ASSISTED WITH SCHEDULING APPOINTMENTS FOR NEEDED MEDICAL CARE AT THEIR PRIMARY CARE CLINIC. IN ADDITION TO THIS OUTREACH, OUR BREAST CANCER SCREENING REMINDER CAMPAIGN WAS TRANSLATED INTO SOMALI, SPANISH, AND VIETNAMESE TO INCREASE ACCESS TO THIS INFORMATION FOR MORE OF OUR MEMBERS. FINANCIAL CONTRIBUTIONS HEALTHPARTNERS GIVES PRIORITY TO FUNDING PARTNERSHIPS AND PROJECTS THAT ARE CONSISTENT WITH ITS STRATEGIC HEALTH PROMOTION INITIATIVES, FOCUS ON ACTIVITIES THAT PREVENT HEALTH PROBLEMS, ADDRESS THE NEEDS OF PEOPLE IN OUR SERVICE AREA, AND/OR DISPLAY UNDERSTANDING OF THE DIVERSE NEEDS OF OUR POPULATION AND INDICATE HOW THEY WILL REDUCE DISPARITIES IN HEALTH OUTCOMES. HEALTHPARTNERS EMPLOYEES DONATED TO SUPPORT THE COMMUNITY AND OUR HOSPITAL FOUNDATIONS' MISSIONS THROUGH OUR ANNUAL EMPLOYEE GIVING CAMPAIGN CALLED THE ONE CAMPAIGN AS WELL AS PARTICIPATING IN FUNDRAISING WALKS. ADDITIONALLY, HEALTHPARTNERS PARTICIPATED IN OUTDOOR COMMUNITY FESTIVALS AND EVENTS PROVIDING OUTREACH AND EDUCATION RESOURCES TO THE COMMUNITY ON A VARIETY OF HEALTH TOPICS, INCLUDING LGBTQ+, MENTAL HEALTH, IMMUNIZATIONS AND MORE. ADDITIONAL COMMUNITY BENEFIT ACTIVITIES CAN BE FOUND ON THE HEALTHPARTNERS INC 990.
FORM 990, PART VI, SECTION A, LINE 2 JULIE BUNDE AND STEVEN BUNDE ARE BOTH OFFICERS AT GHI AND ARE MARRIED.
FORM 990, PART VI, SECTION A, LINE 6 GHI HAS ASSOCIATE MEMBERS. THESE ASSOCIATE MEMBERS ARE INDIVIDUAL CONTRACT HOLDERS OF GHI OR ITS RELATED ORGANIZATION THAT ADMINISTERS SELF-INSURED CONTRACTS. HPI IS THE SOLE CORPORATE MEMBER OF GHI AND EXERCISES CERTAIN RESERVED POWERS. EACH ASSOCIATE MEMBER HAS ONE VOTE. BYLAWS, SECTION 1.1.
FORM 990, PART VI, SECTION A, LINE 7A THE ASSOCIATE MEMBERS ELECT THE "MEMBER-ELECTED DIRECTORS." THREE OF THE FIVE DIRECTORS ARE MEMBER-ELECTED DIRECTORS. THE CHAIR OF THE CORPORATE MEMBER SERVES AS A DIRECTOR EX OFFICIO AND AS THE CHAIR OF GHI.
FORM 990, PART VI, SECTION A, LINE 7B THE ASSOCIATE MEMBERS HAVE APPROVAL RIGHTS REGARDING AMENDMENTS TO THE ARTICLES AND BYLAWS OF GHI AND ANY MERGER WHEREBY GHI IS MERGED INTO AND SURVIVED BY A DIFFERENT CORPORATION. THE SOLE CORPORATE MEMBER MUST APPROVE THE DECISIONS OF THE BOARD OF DIRECTORS AS FOLLOWS: ANNUAL OPERATING AND CAPITAL BUDGETS AND LONG RANGE PLANS, INDEBTEDNESS IN EXCESS OF AMOUNTS DETERMINED FROM TIME TO TIME, MERGER OR CONSOLIDATION WITH ANOTHER CORPORATION, DISPOSAL OF ASSETS IN EXCESS OF AMOUNTS DETERMINED FROM TIME TO TIME, APPOINTMENT OR REMOVAL OF THE CHIEF EXECUTIVE OFFICER, AMENDMENT OF ARTICLES OR BYLAWS, VOLUNTARY DISSOLUTION, VENDOR AGREEMENT INVOLVING 20% OR MORE OF OPERATING EXPENSES, ANY ACTION TAKEN BY THE VOTE OF THE FULL BOARD OF DIRECTORS. BYLAWS, ARTS IV, XIII, XIV.
FORM 990, PART VI, SECTION B, LINE 11B GHI'S 990 RETURN HAS A COMPREHENSIVE REVIEW PROCESS THAT IS FOLLOWED BEFORE IT IS PRESENTED TO THE GOVERNING BODY OF GHI. THE REVIEW PROCESS INCLUDES A LAYERED REVIEW BY GHI'S TAX DEPARTMENT, MANAGEMENT TEAM, INTERNAL LEGAL DEPARTMENT AND OUTSIDE INDEPENDENT ACCOUNTANTS. EACH ONE OF THOSE AREAS HAS AN OPPORTUNITY TO REVIEW, ASK QUESTIONS AND MAKE COMMENTS BACK TO THE TAX DEPARTMENT OF GHI BEFORE THE FORM 990 IS PRESENTED TO THE GOVERNING BODY OF GHI. GHI MAKES AVAILABLE, TO THE AUDIT AND COMPLIANCE COMMITTEE OF GHI'S BOARD OF DIRECTORS AND TO THE FULL BOARD OF DIRECTORS, A COPY OF THE 990 FOR REVIEW AND COMMENT PRIOR TO THE FILING OF THE 990 RETURN. THIS COPY IS PROVIDED IN THE HEALTHPARTNERS BOARD EFFECT PORTAL FOR ALL BOARD MEMBERS TO REVIEW PRIOR TO THE FILING OF THE 990, AND IS AN AGENDA ITEM AT THE COMMITTEE MEETING. THIS PROCESS IS NOTED AND DOCUMENTED IN THE WRITTEN COMMITTEE MINUTES OF THE MEETING. THESE MINUTES ARE PRESENTED TO THE FULL BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION B, LINE 12C THE GHI BOARD MONITORS POTENTIAL CONFLICTS OF INTEREST ON THE PART OF ITS BOARD MEMBERS, PRINCIPAL OFFICERS, MEMBERS OF COMMITTEES WITH BOARD DELEGATED POWERS, AND KEY EMPLOYEES ("COVERED PERSONS") BY MAINTAINING A CONFLICT OF INTEREST POLICY. UNDER THE POLICY, COVERED PERSONS ANNUALLY ARE PROVIDED WITH A COPY OF THE POLICY AND ASKED TO COMPLETE A QUESTIONNAIRE IDENTIFYING ANY POTENTIAL CONFLICTS OF INTERESTS. THE GENERAL COUNSEL OF HEALTHPARTNERS REVIEWS THE QUESTIONNAIRE RESPONSES AND DEVELOPS A REPORT DETAILING ANY POTENTIALLY MATERIAL CONFLICTS FOR THE PRESIDENT AND CHAIR OF THE BOARD. A VERBAL SUMMARY IS ALSO GIVEN TO THE FULL BOARD OR APPROPRIATE COMMITTEE ENDING WITH A REMINDER TO COVERED PERSONS OF THE POLICY'S MANDATE THAT EACH PERSON IS OBLIGATED TO DISCLOSE ANY NEW POTENTIAL CONFLICTS AS THEY MAY ARISE THROUGHOUT THE YEAR. BOARD AGENDAS AND EXECUTIVE DECISIONS ARE MONITORED IN RELATION TO THIS POLICY. IF A DISCLOSED CONFLICT OF INTEREST IMPACTS AN AGENDA ITEM OR DECISION, THE COVERED PERSON WOULD BE EXCLUDED FROM VOTING AND MAY BE EXCLUDED FROM RECEIVING INFORMATION AND/OR PARTICIPATING IN DELIBERATIONS, DEPENDING ON THE CIRCUMSTANCES.
FORM 990, PART VI, SECTION B, LINE 15 GHI HAS AN ANNUAL PROCESS TO REVIEW THE MARKET COMPARABILITY OF THE TOTAL COMPENSATION OF ITS CEO AND ITS OTHER OFFICERS. EVERY TWO YEARS, UNDER THE DIRECTION OF THE GHI BOARD OF DIRECTORS' COMPENSATION AND LEADERSHIP DEVELOPMENT COMMITTEE (COMPENSATION COMMITTEE), A TOTAL COMPENSATION MARKET REVIEW OF ALL SENIOR VICE PRESIDENTS AND ABOVE IS COMPLETED BY AN EXTERNAL COMPENSATION CONSULTANT. THE REVIEW INCLUDES ALL COMPONENTS OF COMPENSATION; BASE SALARY, ANNUAL INCENTIVES, BENEFITS AND PERQUISITES. THE MARKET SURVEY RESULTS ARE PRESENTED TO, REVIEWED BY AND APPROVED BY THE INDEPENDENT COMPENSATION COMMITTEE. BASED ON THIS MARKET DATA, THE COMPENSATION COMMITTEE DETERMINES MINIMUM AND MAXIMUM TOTAL COMPENSATION RANGES FOR EACH OFFICER. IN INTERIM YEARS, GHI'S HUMAN RESOURCES STAFF, UNDER THE DIRECTION OF THE COMPENSATION COMMITTEE, UPDATES CHANGES IN THE SALARY STRUCTURE BASED ON THE SAME INDEPENDENT STUDIES PERFORMED BY THE COMPENSATION CONSULTANT FOR THE COMPENSATION COMMITTEE. FOR THE CHIEF EXECUTIVE OFFICER AND CERTAIN OTHER POSITIONS FULL INDEPENDENT REVIEWS ARE PERFORMED TO SET SALARY RANGES BASED ON THE COMPETITIVE MARKET DATA SPECIFIC TO THOSE POSITIONS. THE COMPENSATION COMMITTEE REVIEWS AND APPROVES EACH YEAR'S SENIOR VICE PRESIDENTS AND ABOVE COMPENSATION RESULTS. IN ALL CASES, COMMITTEE MEMBERS COMPLETE AN ANNUAL CONFLICT OF INTEREST SURVEY TO ASSURE THE COMPENSATION COMMITTEE MEMBERS' INDEPENDENCE AND THIS IS UPDATED AT ANY MEETING AT WHICH DECISIONS ARE BEING MADE. STAFF (OTHER THAN THE SECRETARY TO THE BOARD) IS NOT IN THE ROOM DURING DELIBERATIONS OR VOTE INCLUDING EXECUTIVE SESSIONS, AND CONTEMPORANEOUS MINUTES ARE KEPT. THE BOARD OF DIRECTORS HAS DELEGATED TO THE EXECUTIVE COMMITTEE THE ACCOUNTABILITY TO CONDUCT AN ANNUAL PERFORMANCE EVALUATION AND TO DETERMINE THE COMPENSATION OF THE CEO BASED ON THE PERFORMANCE REVIEW AND THE MARKET COMPARABILITY DATA, APPROVED BY THE COMPENSATION COMMITTEE. THE BOARD HAS DELEGATED TO THE HEALTHPARTNERS CEO AND PRESIDENT (WITH AUTHORITY TO FURTHER DELEGATE) THE ACCOUNTABILITY TO CONDUCT ANNUAL PERFORMANCE REVIEWS AND DETERMINE THE COMPENSATION OF ALL OTHER OFFICERS WITHIN THE COMPENSATION RANGES DETERMINED BY THE COMPENSATION COMMITTEE. ANY EXCEPTIONS TO COMPENSATION IN EXCESS OF THE APPROVED RANGES ARE APPROVED BY THE COMPENSATION COMMITTEE. TOTAL COMPENSATION IS APPROPRIATELY DOCUMENTED ON THE FORM 990 AND W2 STATEMENTS.
FORM 990, PART VI, SECTION C, LINE 19 GHI FINANCIAL STATEMENTS AND 990 RETURNS ARE MADE AVAILABLE TO ANY PERSON WHO REQUESTS THE INFORMATION FROM GHI OR HPI. GHI'S ARTICLES OF INCORPORATION ARE AVAILABLE TO ANY PERSON WHO REQUESTS THE INFORMATION THROUGH THE MINNESOTA SECRETARY OF STATE'S OFFICE.
FORM 990, PART IX, LINE 11G MEDICAL, SERVICE BUREAU & CONSULTANT FEES: PROGRAM SERVICE EXPENSES 276,212,904. MANAGEMENT AND GENERAL EXPENSES 19,030,523. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 295,243,427.
FORM 990, PART XI, LINE 9: FASB 158 PENSION ADJUSTMENT 62,617,111.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2023


Additional Data


Software ID:  
Software Version:  
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.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
GROUP HEALTH PLAN INC
 
Employer identification number

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


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Total income


(e)
End-of-year assets


(f)
Direct controlling
entity











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


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section


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

(f)
Direct controlling
entity

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

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

MPLS,MN554401309
41-1793333
CORPORATE PLANNING AND OVERSIGHT MN 501(C)(3) 509(A)(3) TYPE I HEALTHPARTNERS INC
 
 
No
(3)RH WISCONSIN INC
8170 33RD AVE S PO BOX 1309

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

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

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

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

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

MPLS,MN554401309
41-1891928
HEALTHCARE STAFFING AND INTENSE REHAB SERVICES MN 501(C)(3) 509(A)(3) TYPE II HEALTHPARTNERS INC
 
 
No
(9)HUDSON HOSPITAL INC
8170 33RD AVE S PO BOX 1309

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

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

MPLS,MN554401309
41-1386635
PROVIDE SUPPORT TO HOSPITAL AND COMMUNITY HEALTH MN 501(C)(3) 170(B)(1) (A)(VI) LAKEVIEW HEALTH
 
 
No
(12)LAKEVIEW MEMORIAL HOSPITAL ASSOCIATION INC
8170 33RD AVE S PO BOX 1309

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

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

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

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

MPLS,MN554401309
39-1770913
PROVIDE SUPPORT TO HOSPITAL AND COMMUNITY HEALTH WI 501(C)(3) 170(B)(1) (A)(VI) WESTFIELDS HOSPITAL INC
 
 
No
(17)PARK NICOLLET HEALTH SERVICES
6500 EXCELSIOR BLVD

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

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

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

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

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

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

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

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

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

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

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

MPLS,MN554401309
41-1839619
PROVIDE SUPPORT TO HOSPITAL MN 501(C)(3) 509(A)(3) TYPE I HEALTHPARTNERS RC
 
 
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



(b)
Primary activity




(c)
Legal
domicile
(state or foreign
country)


(d)
Direct controlling
entity



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

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




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



(k)
Percentage
ownership


Yes No Yes No












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

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

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

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

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

8170 33RD AVE S PO BOX 1309
MPLS,MN554401309
45-1297583
PROFESSIONAL DENTAL SERVICES MN HEALTHPARTNERS ADMINISTRATORS INC
 
C         No




Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
No
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
Yes
 
s Other transfer of cash or property from related organization(s) ............................
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1) HEALTHPARTNERS INC - MANAGEMENT AND HEALTHCARE SUPPORT SERVICES

L 204,018,000 CASH AMOUNT
(2) HEALTHPARTNERS INC - HEALTHCARE SERVICES

L 152,128,971 CASH AMOUNT




Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

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




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


Yes No Yes No Yes No






























Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
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) 2023

Additional Data


Software ID:  
Software Version: