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
2024
Open to Public Inspection
A For the 2024 calendar year, or tax year beginning 01-01-2024 , and ending 12-31-2024
BCheck if applicable:
CName of organization
PRIORITY HEALTH CHOICE INC
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
100 COREWELL DR NW ATTN TAX
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GRAND RAPIDS, MI49503
D Employer identification number

32-0016523
E Telephone number

G Gross receipts $ 3,181,050,280
F Name and address of principal officer:
NICHOLAS GATES
1231 E BELTLINE AVE NE
GRAND RAPIDS,MI49525
I
Tax-exempt status: (   ) (insert no.) or
J
Website:
WWW.PRIORITYHEALTH.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: 2002
M State of legal domicile: MI
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: IN ADDITION TO THE PURPOSES STATED IN OUR BYLAWS WE USE THE FOLLOWING MISSION: TO IMPROVE HEALTH, INSTILL HUMANITY AND INSPIRE HOPE.
2 Check this box
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 7
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 1
5 Total number of individuals employed in calendar year 2024 (Part V, line 2a) ...... 5 0
6 Total number of volunteers (estimate if necessary) ............. 6 1
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) ......... 0 0
9 Program service revenue (Part VIII, line 2g) ......... 1,269,345,583 1,211,826,282
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 18,758,111 23,577,175
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 0 0
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 1,288,103,694 1,235,403,457
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 0 0
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 1,075,577,272 1,035,479,509
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 0 0
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).... 150,228,987 157,748,048
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 1,225,806,259 1,193,227,557
19 Revenue less expenses. Subtract line 18 from line 12....... 62,297,435 42,175,900
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 413,334,593 403,953,678
21 Total liabilities (Part X, line 26)............. 179,309,797 172,877,403
22 Net assets or fund balances. Subtract line 21 from line 20..... 234,024,796 231,076,275
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 (2024)
Form 990 (2024)
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: IN ADDITION TO THE PURPOSES STATED IN OUR BYLAWS WE USE THE FOLLOWING MISSION: TO IMPROVE HEALTH, INSTILL HUMANITY AND INSPIRE HOPE.
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 $ 1,154,759,114 including grants of $ 0 ) (Revenue $ 1,211,826,282 )
PRIORITY HEALTH OFFERS MEDICAID, INCLUDING MICHILD, HEALTHY MICHIGAN PLAN AND CHILDREN'S SPECIAL HEALTH CARE SERVICES (CSHCS) PLANS FOR INDIVIDUALS AND THEIR FAMILIES IN MICHIGAN. PRIORITY HEALTH CHOICE, INC. PROVIDES MORE THAN 211,000 LOWER INCOME AND/OR DISABLED RESIDENTS IN 37 MICHIGAN COUNTIES WITH ACCESS TO QUALITY AND AFFORDABLE HEALTH CARE SERVICES. IT PROMOTES AND INCENTIVIZES OPEN ACCESS TO PROVIDERS.OUR MEDICAID PLANS OFFER EXCELLENT HEALTH COVERAGE AND ARE RATED AS TOP-QUALITY PLANS BY THE MICHIGAN DEPARTMENT OF HEALTH AND HUMAN SERVICES. OUR SERVICE AREA INCLUDES WEST MICHIGAN, NORTHERN MICHIGAN AND THE METRO DETROIT AREA.PRIORITY HEALTH CHOICE, INC. RECEIVED A RATING OF 3.0 OUT OF 5 FROM THE NATIONAL COMMITTEE FOR QUALITY ASSURANCE (NCQA). THE RATING WAS BASED ON CLINICAL QUALITY, MEMBER SATISFACTION AND NCQA ACCREDITATION SURVEY RESULTS WHICH WERE CONDUCTED ON MORE THAN 1,000 HEALTH INSURANCE PLANS. IN ADDITION TO THIS RECOGNITION FROM NCQA, THE 2024 MEDICAID HEALTH PLAN CONSUMER GUIDE FROM THE MICHIGAN DEPARTMENT OF HEALTH & HUMAN SERVICES HAS AWARDED PRIORITY HEALTH CHOICE, INC. WITH THE HIGHEST OVERALL RATING. THE OVERALL RATING INCLUDES ALL 5 CATEGORIES IN ADDITION TO HOW THE MEMBERS FEEL ABOUT THEIR PLAN AND THE HELP THE MEMBERS RECEIVE FROM THEIR PLAN.AS A RESULT OF THE RECENT MEDICAID REBID, PRIORITY HEALTH CHOICE, INC. HAS UNDERGONE SIGNIFICANT CHANGES THAT WILL IMPACT PROVIDERS IN NORTHERN AND SOUTHWEST MICHIGAN. EFFECTIVE OCTOBER 1, 2024, PRIORITY HEALTH CHOICE, INC. WILL MAINTAIN ACCESS TO REGIONS 4 (WEST MICHIGAN) AND 10 (DETROIT METRO), GAIN ACCESS TO REGIONS 2 AND 3 (NORTHERN MICHIGAN), AND LOSE ACCESS TO REGION 8 (SOUTHWEST MICHIGAN). THIS REBID, CONDUCTED BY THE MICHIGAN DEPARTMENT OF HEALTH AND HUMAN SERVICES (MDHHS), DETERMINES WHERE HEALTH PLANS CAN OFFER THEIR MEDICAID PRODUCTS ACROSS MICHIGAN'S 10 PROSPERITY REGIONS. PROVIDERS IN THE NEWLY ACQUIRED REGIONS ARE ENCOURAGED TO JOIN PRIORITY HEALTH'S NETWORK AND ASSIST MEDICAID MEMBERS DURING THIS TRANSITION. MEMBERS WILL RECEIVE LETTERS FROM MDHHS WITH INSTRUCTIONS ON SELECTING NEW PLANS IF THEIR CURRENT PLAN EXITS THEIR REGION. PROVIDERS WILL GUIDE THEIR PATIENTS THROUGH THIS PROCESS AND UTILIZE AVAILABLE RESOURCES TO ENSURE A SMOOTH TRANSITION.CHILDREN'S SPECIAL HEALTH CARE SERVICES (CSHCS) IS A SPECIALTY PROGRAM OFFERED BY THE STATE OF MICHIGAN TO PROVIDE CARE FOR CHILDREN AND SOME ADULTS WITH CHRONIC HEALTH CONDITIONS. IN ADDITION, THE CSHCS PROGRAM OFFERS SUPPORT TO THE FAMILIES AND CAREGIVERS OF THE MEMBER. CSHCS PROGRAM ELIGIBILITY IS BASED ON MORE THAN 2,700 MEDICAL DIAGNOSES. THE MAJORITY OF THE CSHCS POPULATION IS ENROLLED IN A MEDICAID HEALTH PLAN. PRIORITY HEALTH CHOICE, INC. HAS A SPECIALTY CARE MANAGEMENT PROGRAM FOR THIS UNIQUE POPULATION. A DEDICATED CARE MANAGEMENT TEAM ENSURES CSHCS MEMBERS ARE ESTABLISHED WITH A PRIMARY CARE MEDICAL HOME WHILE ALSO PROVIDING CARE COORDINATION BETWEEN THEIR PRIMARY CARE / SPECIALTY CARE PROVIDERS AND ANY ANCILLARY PROVIDERS. THIS TEAM INCLUDES CARE MANAGERS, COMMUNITY HEALTH WORKERS, FIELD SERVICE REPRESENTATIVES, AND OTHER KEY PARTNERS, INCLUDING COUNTY HEALTH DEPARTMENTS, EARLY ON, EARLY HEAD START, THE INTERMEDIATE SCHOOL DISTRICTS, SPECIALTY PROVIDERS, AND MEDICAL SUPPLIERS. THE CARE MANAGEMENT TEAM ALSO FACILITATES ACCESS FOR FAMILIES TO THE FAMILY CENTER FOR CHILDREN AND YOUTH WITH SPECIAL HEALTH CARE NEEDS, AND THE CHILDREN'S SPECIAL NEEDS FUNDS IN LANSING. AS OF DECEMBER 31, 2024, PRIORITY HEALTH CHOICE, INC. HAD 5,443 MEMBERS ENROLLED IN THE CSHCS PROGRAM AN INCREASE OF 9% FROM THE PRIOR YEAR.THE HEALTHY MICHIGAN PLAN ENCOURAGES HEALTHY BEHAVIORS AND PERSONAL RESPONSIBILITY, HELPS LOW-INCOME MICHIGAN RESIDENTS ACCESS AFFORDABLE HEALTH COVERAGE, AND REDUCES UNCOMPENSATED CARE THAT SHIFTS COSTS ONTO BUSINESSES AND TAXPAYERS. AS OF DECEMBER 31, 2024, PRIORITY HEALTH CHOICE, INC. HAD 61,051 MEMBERS ENROLLED IN THE HEALTHY MICHIGAN PLAN.PRIORITY HEALTH CHOICE, INC. MAKES OUTREACH CALLS TO EACH HEALTHY MICHIGAN MEMBER. DURING THE CALL, MEMBERS ARE PROVIDED WITH BENEFIT EDUCATION AS WELL AS ASSISTANCE IN MAKING THEIR INITIAL PRIMARY CARE PROVIDER ("PCP") APPOINTMENT. DURING THAT INITIAL PCP APPOINTMENT, THE MEMBER COMPLETES A HEALTH RISK ASSESSMENT, WHICH IDENTIFIES CURRENT BEHAVIORS, A MEMBER'S READINESS TO CHANGE, KEY HEALTH METRICS, AND THE PCP ATTESTATION.THE COMMUNITY HEALTH CARE ACCESS PROGRAM (CHAP), IS A COMMUNITY COLLABORATIVE. THE PRIMARY GOAL OF THE CHAP PROGRAM IS TO IMPROVE HEALTH OUTCOMES AMONG CHILDREN ON MEDICAID WHILE BETTER UTILIZING EXISTING RESOURCES AND DECREASING COSTS. THIS PARTNERSHIP BETWEEN PRIORITY HEALTH CHOICE, INC., HELEN DEVOS CHILDREN'S HOSPITAL, CHERRY STREET HEALTH SERVICES, PRIVATE PEDIATRIC PRACTICES, NUMEROUS HUMAN SERVICE AGENCIES, AND PRIVATE FOUNDATIONS COVERS MORE THAN 12,500 CHILDREN IN KENT COUNTY. CHAP CONTRACTED WITH PCP'S, PROVIDING CARE COORDINATION AND ASSISTANCE WITH KEY HEDIS METRICS. PCP'S WERE REIMBURSED AT A HIGHER RATE IN EXCHANGE FOR THEIR WILLINGNESS TO OPEN UP ACCESS, ESPECIALLY SAME DAY ACCESS TO MEMBERS. CHAP PROVIDED SAME DAY TRANSPORTATION TO URGENT PCP APPOINTMENTS AS NEEDED. IN ADDITION, CHAP PROVIDED MEMBER/FAMILY EDUCATION REGARDING APPROPRIATE EMERGENCY ROOM AND URGENT CARE UTILIZATION. IN 2014, CHAP DEVELOPED ITS OWN IDENTITY AS HEALTH NET OF WEST MICHIGAN. AT THE SAME TIME, THE FOCUS OF INTERVENTION EXPANDED TO ADULTS AS WELL AS CHILDREN. HEALTH NET PARTNERED WITH ADULT PRIMARY CARE PRACTICES TO WORK WITH ADULT MEMBERS REGARDING EMERGENCY ROOM AND URGENT CARE USE, WHILE ALSO PROVIDING EDUCATION REGARDING SPECIFIC MEMBER INPATIENT UTILIZATION. IN ADDITION, HEALTH NET HAS PARTNERED WITH OB-GYN RESIDENCY CLINICS TO FACILITATE THE MATERNAL INFANT HEALTH PROGRAM (MIHP) ENROLLMENT FOR PREGNANT WOMEN. HEALTH NET REPORTS A 53% RETURN ON INVESTMENT; FOR EVERY $1 INVESTED IN CHAP SERVICES, $1.53 WAS SAVED IN HEALTH COSTS.PRIORITY HEALTH CHOICE, INC. CONTINUES TO BE RECOGNIZED FOR THEIR DEVELOPMENT OF PROGRAMS THAT HAVE LED TO INCREASED EFFICIENCY AND PATIENT CARE, HELPING LOWER COSTS, AND INCREASE SERVICE TO ITS MICHIGAN PATIENTS BY THE MICHIGAN ASSOCIATION OF HEALTH PLANS. PRIORITY HEALTH CHOICE, INC. WAS AWARDED A PINNACLE AWARD IN A PRIOR YEAR FOR ITS CENTERING PREGNANCY PROGRAM. THE GOAL WAS TO CREATE A COLLABORATIVE MODEL OF SUPPORT FOR MEDICAID MEMBERS WHICH RESULTS IN IMPROVED HEALTH OUTCOMES FOR MOTHERS AND THEIR BABIES, ENHANCED HEALTH EXPERIENCES, AND LOWER COSTS. PRIORITY HEALTH PARTNERED WITH COREWELL HEALTH IN SUPPORT OF THE CENTERING PREGNANCY PROGRAM FOR EXPECTANT MEDICAID MEMBERS AND THEIR BABIES. THROUGH THIS PARTICULAR COLLABORATION, FOCUS WAS PLACED ON MEDICAID MOTHERS AND BABIES; HOWEVER, THE MODEL IS SCALABLE TO OTHER PRODUCTS AND PROVIDERS WITHIN THE PRIORITY HEALTH NETWORK. THE COLLABORATIVE TEAM'S EFFORT RESULTED IN A NEW METHOD OF ENHANCED REIMBURSEMENT TIED TO EACH MEMBER AND EACH VISIT. THE PROGRAM IS AN ADDED BENEFIT TO PRIORITY HEALTH MEDICAID MEMBERS, PROVIDES A PRIORITY HEALTH CARE MANAGER AT THE CLINIC SITE WHO WORKS CLOSELY WITH HIGH-RISK PATIENTS AND REINFORCES CENTERING EDUCATION, AND SUPPORTS AND ENCOURAGES PARTICIPATION IN THE MATERNAL INFANT HEALTH PROGRAM.IN A PRIOR YEAR, THE MAHP AWARDED PRIORITY HEALTH CHOICE, INC. WITH A PINNACLE AWARD RECOGNIZING THE INNOVATIVE MEDNOW APPROACH. PRIORITY HEALTH CHOICE, INC. PARTNERED WITH MEDNOW TO VIRTUALLY CONNECT MEDICAID RECIPIENTS AND PROVIDERS. MEDNOW PROVIDES MEDICAID RECIPIENTS WITH ACCESS TO A COMPUTER IN-HOME, REAL-TIME ACCESS TO PRIMARY CARE PROVIDERS FOR NON-LIFE-THREATENING CONDITIONS, INCLUDING VIDEO VISITS FOR THOSE WITH A WEBCAM AND A STRONG INTERNET CONNECTION. IT HAS PROVIDED EFFECTIVE HEALTH CARE SERVICES TO BENEFICIARIES AT MEASURABLE COST SAVINGS. VIDEO-ENABLED VIRTUAL VISITS USE DATA ANALYTICS TO MEASURE UTILIZATION AND SATISFACTION. IN 2024, PRIORITY HEALTH CHOICE, INC. HAD 177,733 MEDNOW ENCOUNTERS WITH THE MEDICAID POPULATION.
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 expenses1,154,759,114
Form 990 (2024)
Form 990 (2024)
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 I.............
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 II.........
4
 
No
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 III..
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
 
No
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
 
No
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
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XIIClick to see attachment
List of Attached Documents:
// Content
......................
12a
Yes
 
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.....
21
 
No
Form 990 (2024)
Form 990 (2024)
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........
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 ....
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.......................
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 II...........
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 III.........................
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......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
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
6,689
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 (2024)
Form 990 (2024)
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
0
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
2b
 
 
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
 
No
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 (2024)
Form 990 (2024)
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
7
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
1
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
Yes
 
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
 
No
b
Other officers or key employees of the organization ................
15b
 
No
If "Yes" to line 15a or 15b, describe the process on Schedule O. See instructions.
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filed
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:
CORPORATE TAX100 COREWELL DR NW ATTN TAX   GRAND RAPIDS,MI49503 (866) 989-7999
Form 990 (2024)
Form 990 (2024)
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) PRAVEEN THADANI......................................................................
DIRECTOR/PRESIDENT
 1.00
.................
50.00 		X   X       0 2,602,705 551,045
(2) JAMES FORSHEE MD......................................................................
DIRECTOR PY
 1.00
.................
50.00 		X           0 408,061 14,894
(3) KIMBERLY THOMAS......................................................................
DIRECTOR/SECRETARY
 1.00
.................
50.00 		X   X       0 600,962 154,979
(4) JOYCE CHAN RUSSELL......................................................................
DIRECTOR/CHAIR
 1.00
.................
50.00 		X   X       0 582,949 95,689
(5) MICHAEL JASPERSON......................................................................
DIRECTOR
 1.00
.................
50.00 		X           0 549,523 115,390
(6) NICHOLAS GATES......................................................................
DIRECTOR/VICE CHAIR/TREASURER
 1.00
.................
50.00 		X   X       0 525,545 117,461
(7) CHELSEE STARK......................................................................
DIRECTOR
 1.00
.................
0.00 		X           0 3,000 0
(8) ELIF OKER MD......................................................................
DIRECTOR PY
 1.00
.................
50.00 		X           0 359,344 38,983
(9) BRIAN KRUPICZEWICZ......................................................................
FORMER KEY EMPLOYEE
 0.00
.................
0.00 		          X 0 353,059 0
(10) CHRISTOPHER CROOK......................................................................
FORMER KEY EMPLOYEE
 1.00
.................
50.00 		          X 0 530,919 134,003
(11) DAVID RZESZUTKO......................................................................
FORMER HIGHEST COMPENSATED
 1.00
.................
50.00 		          X 0 436,104 51,018
(12) MATTHEW STREBECK......................................................................
FORMER HIGHEST COMPENSATED
 1.00
.................
50.00 		          X 0 418,570 55,697
(13) ERIN SULLIVAN......................................................................
FORMER HIGHEST COMPENSATED
 1.00
.................
50.00 		          X 0 342,954 45,938
(14) BRIAN FEDORONKO......................................................................
FORMER HIGHEST COMPENSATED
 1.00
.................
50.00 		          X 0 372,180 52,024






Form 990 (2024)
Form 990 (2024)
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;


























1b Sub-Total..............
c Total from continuation sheets to Part VII, Section A..
d Total (add lines 1b and 1c)......... 0 8,085,875 1,427,121
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 0
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
EXPRESS SCRIPTS INSURANCE COMPANY

225 SUMMIT AVE
MONTVALE,NJ07645 		PHARMACY BENEFITS MANAGER 2,472,953
DELTA DENTAL PLAN OF MICHIGAN

16082 COLLECTION CENTER DRIVE
CHICAGO,IL60693 		DENTAL BENEFITS MANAGER 1,727,527
COTIVITI INC

10701 S RIVER FRONT PARKWAY STE 20
SOUTH JORDAN,UT84095 		INFORMATION SERVICES 1,032,237
SAFERIDE INC

106 JEFFERSON ST
SAN ANTONIO,TX78205 		TRANSPORTATION BENEFITS MANAGER 989,061
TURNINGPOINT HEALTHCARE SOLUTIONS LLC

100 PRIMERA BLVD STE 3160
LAKE MARY,FL32746 		UTILIZATION MANAGEMENT 801,105
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 7
Form 990 (2024)
Form 990 (2024)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f  
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f.......  
Program Service RevenueAmt Business Code
2a NET PREMIUM INCOME 524114 1,211,826,282 1,211,826,282    
b
c
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f ..... 1,211,826,282
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ...... 21,840,633     21,840,633
4 Income from investment of tax-exempt bond proceeds        
5 Royalties...........        
(i) Real (ii) Personal
6a Gross rents 6a    
b Less: rental expenses 6b    
c Rental income or (loss) 6c    
d Net rental income or (loss).......        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 7a 1,947,383,365  
b Less: cost or other basis and sales expenses 7b 1,945,646,823  
c Gain or (loss) 7c 1,736,542  
d Net gain or (loss)......... 1,736,542     1,736,542
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            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ......  
12 Total revenue. See instructions..... 1,235,403,457 1,211,826,282 0 23,577,175
Form 990 (2024)
Form 990 (2024)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....    
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ...........    
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............    
4 Benefits paid to or for members ....... 1,035,479,509 1,035,479,509
5 Compensation of current officers, directors, trustees, and key employees ...........        
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........        
7 Other salaries and wages........        
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....        
9 Other employee benefits .......        
10 Payroll taxes ...........        
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 59,713   59,713  
c Accounting ........... 2,348,562 1,291,709 1,056,853  
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 57,768   57,768  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 77,801,671 42,790,920 35,010,751  
12 Advertising and promotion .... 1,179,852 648,919 530,933  
13 Office expenses ....... 482,209 265,215 216,994  
14 Information technology ...... 2,347,069 1,290,888 1,056,181  
15 Royalties ..        
16 Occupancy ........... 451,731 248,452 203,279  
17 Travel ............ 61,519 33,835 27,684  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings ....        
20 Interest ........... 9,629   9,629  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..        
23 Insurance ... 102,167 56,192 45,975  
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 CLAIMS TAX EXPENSE 72,417,974 72,417,974    
b TAXES ON REGULATORY FEE 428,184 235,501 192,683  
c
d
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 1,193,227,557 1,154,759,114 38,468,443 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 (2024)
Form 990 (2024)
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 ........ -3,694,876 1 1,094,969
2 Savings and temporary cash investments .........   2  
3 Pledges and grants receivable, net ......   3  
4 Accounts receivable, net ............. 65,158,685 4 70,512,339
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
  6  
7 Notes and loans receivable, net ...........   7  
8 Inventories for sale or use ............   8  
9 Prepaid expenses and deferred charges ......   9  
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a  
b Less: accumulated depreciation 10b     10c  
11 Investments—publicly traded securities . 351,125,691 11 331,503,085
12 Investments—other securities. See Part IV, line 11 .....   12  
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 745,093 15 843,285
16 Total assets. Add lines 1 through 15 (must equal line 33)... 413,334,593 16 403,953,678
Liabilities 17 Accounts payable and accrued expenses ..... 156,223,269 17 161,962,656
18 Grants payable ...   18  
19 Deferred revenue ......... 2,469,368 19 3,576,836
20 Tax-exempt bond liabilities .........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
  22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ..   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 20,617,160 25 7,337,911
26 Total liabilities. Add lines 17 through 25.. 179,309,797 26 172,877,403
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 ..........   27  
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 ..... 10,000 29 10,000
30 Paid-in or capital surplus, or land, building or equipment fund ... 12,326,877 30 12,326,877
31 Retained earnings, endowment, accumulated income, or other funds 221,687,919 31 218,739,398
32 Total net assets or fund balances ........... 234,024,796 32 231,076,275
33 Total liabilities and net assets/fund balances ........ 413,334,593 33 403,953,678
Form 990 (2024)
Form 990 (2024)
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
1,235,403,457
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
1,193,227,557
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
42,175,900
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
234,024,796
5
Net unrealized gains (losses) on investments ...............
5
337,204
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
-45,461,625
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
231,076,275
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 (2024)
Form 990 (2024)
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
2024
Open to Public
Inspection
Name of the organization
PRIORITY HEALTH CHOICE INC
 
Employer identification number

32-0016523
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
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) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (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) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (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—2024. 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—2023. 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—2024. 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—2023. 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) 2024

Schedule A (Form 990) 2024
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) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (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 547,127,976 852,169,752 1,160,407,196 1,269,345,583 1,211,826,282 5,040,876,789
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 5 547,127,976 852,169,752 1,160,407,196 1,269,345,583 1,211,826,282 5,040,876,789
7a Amounts included on lines 1, 2, and 3 received from disqualified persons           0
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.           0
c Add lines 7a and 7b..           0
8 Public support. (Subtract line 7c from line 6.) 5,040,876,789
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (f) Total
9 Amounts from line 6... 547,127,976 852,169,752 1,160,407,196 1,269,345,583 1,211,826,282 5,040,876,789
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 4,089,372 2,685,044 6,719,588 19,768,295 21,840,633 55,102,932
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b. 4,089,372 2,685,044 6,719,588 19,768,295 21,840,633 55,102,932
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.).. 551,217,348 854,854,796 1,167,126,784 1,289,113,878 1,233,666,915 5,095,979,721
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
98.920 %
16
16
99.140 %
Section D. Computation of Investment Income Percentage
17
17
1.080 %
18
18
0.860 %
19a
33 1/3% support tests-2024. 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—2023. 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) 2024

Schedule A (Form 990) 2024
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) 2024

Schedule A (Form 990) 2024
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) 2024

Schedule A (Form 990) 2024
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by 0.035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
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 2024 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-2024 		(iii)
Distributable
Amount for 2024
1 Distributable amount for 2024 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2024:
a From 2019.......  
b From 2020.......  
c From 2021.......  
d From 2022.......  
e From 2023.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2024 distributable amount  
i Carryover from 2019 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2024 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2024 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2024, 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 2024. 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 2025. Add lines
3j and 4c. 		 
8 Breakdown of line 7:
a Excess from 2020.....  
b Excess from 2021.....  
c Excess from 2022.....  
d Excess from 2023.....  
e Excess from 2024.....  
Schedule A (Form 990) (2024)

Schedule A (Form 990) 2024
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 (Form 990) 2024


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
Open to Public Inspection
Name of the organization
PRIORITY HEALTH CHOICE INC
 
Employer identification number

32-0016523
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) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
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 .....      
b Buildings ....        
c Leasehold improvements        
d Equipment ....        
e Other .....        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..right arrow 0
Schedule D (Form 990) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
Page 3
Part VII
Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives.........    
(2) Closely-held equity interests........    
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)right arrow  
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  
DUE TO AFFLIATES 7,081,655
INVESTMENT PAYABLE 256,256







Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)right arrow 7,337,911
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) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
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 1,235,336,060
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ........... 2d  
e Add lines 2a through 2d ..................... 2e 0
3 Subtract line 2e from line 1.................. 3 1,235,336,060
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 57,768
b Other (Describe in Part XIII.) ........... 4b 9,629
c Add lines 4a and 4b.................... 4c 67,397
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 1,235,403,457
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 1,193,160,160
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ........... 2d  
e Add lines 2a through 2d.................... 2e 0
3 Subtract line 2e from line 1................... 3 1,193,160,160
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 57,768
b Other (Describe in Part XIII.) ........... 4b 9,629
c Add lines 4a and 4b..................... 4c 67,397
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 1,193,227,557
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 XI, Line 4b - Other Adjustments: INTEREST EXPENSE 9,629.
Part XII, Line 4b - Other Adjustments: INTEREST EXPENSE 9,629.
Schedule D (Form 990) (Rev. 1-2025)


Additional Data


Software ID:  
Software Version:  




Schedule J
(Form 990)
(Rev. January 2025)
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
Open to Public Inspection
Name of the organization
PRIORITY HEALTH CHOICE INC
 
Employer identification number

32-0016523
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
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) (Rev. 1-2025)

Schedule J (Form 990) (Rev. 1-2025)
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
1PRAVEEN THADANI
DIRECTOR/PRESIDENT 		(i)

(ii)		 0
-------------
1,254,753 		0
-------------
1,230,454 		0
-------------
117,498 		0
-------------
517,393 		0
-------------
33,652 		0
-------------
3,153,750 		0
-------------
508,365
2KIMBERLY THOMAS
DIRECTOR/SECRETARY 		(i)

(ii)		 0
-------------
462,044 		0
-------------
91,325 		0
-------------
47,593 		0
-------------
138,868 		0
-------------
16,111 		0
-------------
755,941 		0
-------------
42,299
3JOYCE CHAN RUSSELL
DIRECTOR/CHAIR 		(i)

(ii)		 0
-------------
355,148 		0
-------------
186,523 		0
-------------
41,278 		0
-------------
63,669 		0
-------------
32,020 		0
-------------
678,638 		0
-------------
37,375
4CHRISTOPHER CROOK
FORMER KEY EMPLOYEE 		(i)

(ii)		 0
-------------
402,531 		0
-------------
81,010 		0
-------------
47,378 		0
-------------
98,558 		0
-------------
35,445 		0
-------------
664,922 		0
-------------
39,908
5MICHAEL JASPERSON
DIRECTOR 		(i)

(ii)		 0
-------------
432,281 		0
-------------
64,609 		0
-------------
52,633 		0
-------------
81,541 		0
-------------
33,849 		0
-------------
664,913 		0
-------------
47,151
6NICHOLAS GATES
DIRECTOR/VICE CHAIR/TREASURER 		(i)

(ii)		 0
-------------
397,434 		0
-------------
80,292 		0
-------------
47,819 		0
-------------
80,622 		0
-------------
36,839 		0
-------------
643,006 		0
-------------
43,023
7DAVID RZESZUTKO
FORMER HIGHEST COMPENSATED 		(i)

(ii)		 0
-------------
377,803 		0
-------------
54,379 		0
-------------
3,922 		0
-------------
20,700 		0
-------------
30,318 		0
-------------
487,122 		0
-------------
0
8MATTHEW STREBECK
FORMER HIGHEST COMPENSATED 		(i)

(ii)		 0
-------------
334,278 		0
-------------
50,784 		0
-------------
33,508 		0
-------------
20,700 		0
-------------
34,997 		0
-------------
474,267 		0
-------------
29,744
9BRIAN FEDORONKO
FORMER HIGHEST COMPENSATED 		(i)

(ii)		 0
-------------
326,396 		0
-------------
39,725 		0
-------------
6,059 		0
-------------
17,116 		0
-------------
34,908 		0
-------------
424,204 		0
-------------
0
10JAMES FORSHEE MD
DIRECTOR PY 		(i)

(ii)		 0
-------------
217,376 		0
-------------
71,361 		0
-------------
119,324 		0
-------------
10,158 		0
-------------
4,736 		0
-------------
422,955 		0
-------------
106,406
11ELIF OKER MD
DIRECTOR PY 		(i)

(ii)		 0
-------------
302,438 		0
-------------
0 		0
-------------
56,906 		0
-------------
24,020 		0
-------------
14,963 		0
-------------
398,327 		0
-------------
0
12ERIN SULLIVAN
FORMER HIGHEST COMPENSATED 		(i)

(ii)		 0
-------------
281,817 		0
-------------
57,204 		0
-------------
3,933 		0
-------------
13,275 		0
-------------
32,663 		0
-------------
388,892 		0
-------------
0
13BRIAN KRUPICZEWICZ
FORMER KEY EMPLOYEE 		(i)

(ii)		 0
-------------
0 		0
-------------
55,735 		0
-------------
297,324 		0
-------------
0 		0
-------------
0 		0
-------------
353,059 		0
-------------
0
Schedule J (Form 990) (Rev. 1-2025)

Schedule J (Form 990) (Rev. 1-2025)
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 3 THE FILING ORGANIZATION RELIED UPON A RELATED ORGANIZATION WHO UTILIZED THE FOLLOWING PROCESS IN DETERMINATION OF THE TOP MANAGEMENT OFFICIAL'S COMPENSATION. THE COREWELL HEALTH BOARD OF DIRECTORS (THROUGH ITS COMPENSATION COMMITTEE) USES THE FOLLOWING PROCESS FOR DETERMINING COMPENSATION OF THE TOP MANAGEMENT OFFICIALS, OTHER OFFICERS, AND KEY EMPLOYEES AT COREWELL HEALTH. LABOR MARKET DATA REFLECTING COMPARABLE ORGANIZATIONS AND JOBS (PREPARED BY INDEPENDENT FIRMS) ARE RELIED UPON IN SETTING COMPENSATION LEVELS. COMPETITIVE ASSESSMENT REPORTS ARE PROVIDED TO THE COMPENSATION COMMITTEE IN ADVANCE OF MEETINGS. THE COMPETITIVE ASSESSMENT REPORT IS PREPARED BY A NATIONALLY KNOWN INDEPENDENT EXECUTIVE COMPENSATION FIRM. THE FOLLOWING SURVEYS, PREPARED BY INDEPENDENT FIRMS, WERE THE PRIMARY SOURCES REFERENCED TO OBTAIN COMPARABLE MARKET DATA FOR THE REVIEW: SULLIVANCOTTER, INC: 2024 HEALTH CARE MANAGEMENT AND EXECUTIVE COMPENSATION SURVEY SULLIVANCOTTER, INC: 2024 HEALTH PLAN MANAGEMENT AND EXECUTIVE COMPENSATION SURVEY SULLIVANCOTTER, INC: 2024 MEDICAL GROUP EXECUTIVE COMPENSATION SURVEY MERCER: 2024 IHN HEALTHCARE COMPENSATION SURVEY MERCER: 2024 IHP HEALTH PLAN COMPENSATION SURVEY GALLAGHER: 2023 NATIONAL HEALTHCARE LEADERSHIP COMPENSATION SURVEY IN ADDITION, ONE GENERAL INDUSTRY SURVEY WAS REFERENCED FOR SELECT POSITIONS: MERCER: 2023 US EXECUTIVE REMUNERATION SUITE IN ADDITION TO THE ABOVE DATA SOURCES, THE COMPENSATION COMMITTEE APPROVES A CUSTOM PEER GROUP OF HIGH PERFORMING INTEGRATED HEALTH SYSTEMS TO ENSURE ROBUST DATA AND A RELEVANT COMPARATOR MARKET EACH YEAR. THE PEER GROUP ORGANIZATIONS ARE APPROVED BY THE COMPENSATION COMMITTEE AND CONSISTS OF HEALTHCARE SYSTEMS SIMILAR IN REVENUE SIZE, TALENT MARKET COMPETITION, HIGH PERFORMANCE, FINANCIAL STABLE AS INDICATED BY BOND RATING, AND THAT FOLLOW A SIMILAR STRATEGY (MULTI-SITE SYSTEMS, HEALTH PLANS). COMPARATIVE DATA FOR THE APPROVED PEER GROUP IS COMPILED BY THE INDEPENDENT EXECUTIVE COMPENSATION CONSULTING FIRM. COMPENSATION ADJUSTMENTS ARE APPROVED BY COMPENSATION COMMITTEE MEMBERS, CONSISTENT WITH THE COREWELL HEALTH COMPENSATION PHILOSOPHY DESCRIBED BELOW. MINUTES OF COMMITTEE DISCUSSIONS AND DECISIONS ARE PREPARED TO MEMORIALIZE COMPENSATION COMMITTEE DECISIONS BASED UPON THE ABOVE DATA. COMPENSATION DATA RELIED UPON BY THE COMPENSATION COMMITTEE IS NATIONAL AND REFLECTS TOTAL COMPENSATION PAID TO EXECUTIVES IN COMPARABLE JOBS IN COMPARABLY SIZED HEALTH CARE AND/OR HEALTH INSURANCE ORGANIZATIONS. COREWELL HEALTH RECRUITS NATIONALLY FOR ITS EXECUTIVES. BENEFITS DATA REFLECTS NATIONAL HEALTH CARE/HEALTH INSURANCE MARKET PRACTICES. THIS PROCESS IS INTENDED TO ASSIST COREWELL HEALTH IN QUALIFYING FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS (INTERMEDIATE SANCTIONS REGULATIONS). THE OPINION SUBMITTED FROM THE THIRD-PARTY INDEPENDENT CONSULTING FIRM IS IN ACCORDANCE WITH THE PROVISIONS OF TREASURY REGULATIONS SECTION 53.4958-6(C)(2) AND IS ALSO INTENDED TO SATISFY THE PROFESSIONAL ADVICE REQUIREMENT OF TREASURY REGULATIONS SECTION 53.4958-1(D)(4)(III).
Part I, Lines 4a-b THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS: BRIAN KRUPICZEWICZ $297,324 LINE 4B IS ANSWERED YES BECAUSE CERTAIN INDIVIDUALS DO PARTICIPATE IN SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN(S). SOME INDIVIDUALS RECEIVED DISTRIBUTIONS DURING THE YEAR (AS REPORTED ON THIS LINE) WHEREAS OTHERS PARTICIPATED IN THE PLAN(S) BUT DID NOT RECEIVE DISTRIBUTIONS. THE FOLLOWING INDIVIDUALS RECEIVED PAYMENTS FROM A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: CHRISTOPHER CROOK $43,203 JAMES FORSHEE MD $109,408 JOYCE CHAN RUSSELL $40,461 KIMBERLY THOMAS $45,151 MATTHEW STREBECK $29,744 MICHAEL JASPERSON $50,330 NICHOLAS GATES $45,816 PRAVEEN THADANI $513,652 DISTRIBUTIONS REPORTED ON THIS LINE ARE ALSO INCLUDED IN PART II, COLUMN F AS COMPENSATION REPORTED IN A PRIOR YEAR WHILE ALSO BEING REPORTED IN THE CURRENT 990 AS TOTAL COMPENSATION. THE NONQUALIFIED RETIREMENT PLANS ARE AN INDUSTRY STANDARD AND ARE SUBJECT TO THE FUNDING REQUIREMENTS OF NONQUALIFIED DEFERRED COMPENSATION PLANS UNDER ERISA AND FEDERAL TAX REGULATIONS.
PART II THE RELATED COMPENSATION REPORTED IS PRIMARILY FOR PROFESSIONAL RESPONSIBILITIES AS PHYSICIANS, ADMINISTRATORS, OR EMPLOYEES OF RELATED ORGANIZATIONS OF THE HEALTH SYSTEM. THE USE OF PY IN THE TITLE FOR AN OFFICER, DIRECTOR, TRUSTEE, KEY EMPLOYEE, HIGHEST COMPENSATED EMPLOYEE, OR FORMER INDICATES THAT THIS MEMBER ONLY SERVED IN THEIR CAPACITY FOR PART OF THE YEAR.
Schedule J (Form 990) (Rev. 1-2025)

Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990)
(Rev. January 2025)
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 instructions and the latest information.
OMB No. 1545-0047
Open to Public
Inspection
Name of the organization
PRIORITY HEALTH CHOICE INC
 
Employer identification number

32-0016523
Return Reference Explanation
Form 990, Part VI, Section A, line 2 ELIF OKER MD, KIMBERLY THOMAS, MICHAEL JASPERSON, NICHOLAS GATES, AND PRAVEEN THADANI HAVE A BUSINESS RELATIONSHIP AS THEY SERVE AS AN OFFICER OR DIRECTOR OF PHP HOLDING COMPANY, A RELATED TAXABLE ENTITY. ELIF OKER MD, KIMBERLY THOMAS, MICHAEL JASPERSON, NICHOLAS GATES, AND PRAVEEN THADANI HAVE A BUSINESS RELATIONSHIP AS THEY SERVE AS AN OFFICER OR DIRECTOR OF PRIORITY HEALTH INSURANCE COMPANY, A RELATED TAXABLE ENTITY. KIMBERLY THOMAS, NICHOLAS GATES, PRAVEEN THADANI HAVE A BUSINESS RELATIONSHIP AS THEY SERVE AS AN OFFICER OR DIRECTOR OF PRIORITY HEALTH MANAGED BENEFITS, INC., A RELATED TAXABLE ENTITY.
Form 990, Part VI, Section A, line 3 THE FILING ORGANIZATION ENTERED INTO AN AGREEMENT WITH PRIORITY HEALTH MANAGED BENEFITS, INC., A WHOLLY OWNED SUBSIDIARY OF COREWELL HEALTH, TO PROVIDE PERSONNEL, OFFICE SPACE, AND SUPPLIES NECESSARY TO CARRY OUT BUSINESS OPERATIONS. PRIORITY HEALTH MANAGED BENEFITS, INC. FACILITATES PAYMENT OF MOST MANAGEMENT, OPERATIONAL, AND ADMINISTRATIVE EXPENSES ON BEHALF OF THE FILING ORGANIZATION.
Form 990, Part VI, Section A, line 6 THE PARENT ORGANIZATION IS PRIORITY HEALTH, A TAX-EXEMPT 501(C)(4) ORGANIZATION. PRIORITY HEALTH CONTROLS 100% OF THE ORGANIZATION. PRIORITY HEALTH HAS TWO SHAREHOLDERS AS FOLLOWS: COREWELL HEALTH, CLASS A SHAREHOLDER - 94.44% MUNSON HEALTHCARE, CLASS B SHAREHOLDER - 5.56% ALL SHAREHOLDERS OF PRIORITY HEALTH ARE TAX-EXEMPT INTERNAL REVENUE CODE SECTION 501(C)(3) ORGANIZATIONS.
Form 990, Part VI, Section A, line 7a ELECTION OF MEMBERS AND THEIR RIGHTS FROM PRIORITY HEALTH CHOICE, INC. BYLAWS: ARTICLE V SECTION 2. NUMBER AND CLASS OF DIRECTORS. THE BOARD OF DIRECTORS WILL BE COMPRISED OF NO LESS THAN THREE (3) AND NO MORE THAN NINE (9) DIRECTORS.
Form 990, Part VI, Section A, line 7b DECISIONS REQUIRING APPROVAL BY MEMBERS OR STOCKHOLDERS FROM PRIORITY HEALTH CHOICE, INC. BYLAWS: SECTION 1. VOTES. EACH SHAREHOLDER OF RECORD AS DETERMINED IN ACCORDANCE WITH SECTION 2 OF THIS ARTICLE WILL, AT EVERY MEETING OF SHAREHOLDERS, BE ENTITLED TO ONE (1) VOTE IN PERSON OR BY PROXY FOR EACH SHARE OF CAPITAL VOTING STOCK OF THE CORPORATION HELD BY THE SHAREHOLDER. A VOTE MAY BE CAST EITHER VERBALLY OR IN WRITING. UNLESS THE ARTICLES OF INCORPORATION OR BYLAWS STATE OTHERWISE, ALL MATTERS WILL BE DETERMINED BY THE VOTE OF THE HOLDERS OF A MAJORITY OF THE ISSUED AND OUTSTANDING STOCK IN THE CORPORATION. SECTION 2. RECORD DATE FOR DETERMINATION OF SHAREHOLDERS. FOR THE PURPOSE OF DETERMINING SHAREHOLDERS ENTITLED TO NOTICE OF, AND TO VOTE AT, A MEETING OF SHAREHOLDERS, OR ANY ADJOURNED MEETING, OR TO EXPRESS CONSENT TO OR DISSENT FROM A PROPOSAL WITHOUT A MEETING, OR FOR THE PURPOSE OF ANY OTHER ACTION, THE BOARD OF DIRECTORS MAY FIX IN ADVANCE A DATE, NOT MORE THAN SIXTY (60) DAYS NOR LESS THAN TWENTY-ONE (21) DAYS BEFORE THE DATE OF THE MEETING OR OTHER ACTION, AS THE RECORD DATE FOR THE DETERMINATION OF SHAREHOLDERS. SECTION 3. PROXIES. A SHAREHOLDER ENTITLED TO VOTE AT A MEETING OF SHAREHOLDERS OR TO EXPRESS CONSENT OR DISSENT WITHOUT A MEETING MAY AUTHORIZE OTHER PERSONS TO ACT FOR THE SHAREHOLDER BY PROXY. NO PROXY WILL BE DEEMED OPERATIVE UNLESS AND UNTIL SIGNED BY THE SHAREHOLDER OR THE SHAREHOLDER'S AUTHORIZED AGENT OR REPRESENTATIVE AND FILED WITH THE CORPORATION. UNLESS OTHERWISE PROVIDED IN THE PROXY, A PROXY IS VALID ONLY FOR THREE (3) YEARS FROM ITS DATE. SECTION 4. ANNUAL BUDGET AND STRATEGIC PLAN. THE SHAREHOLDERS WILL APPROVE THE ANNUAL BUDGET AND STRATEGIC PLAN FOR THE CORPORATION. SECTION 5. POWER TO ELECT PRESIDENT. THE SHAREHOLDERS WILL SELECT THE PRESIDENT OF THE CORPORATION WHO MAY BE SOMEONE WHO IS NOT A MEMBER OF THE BOARD OF DIRECTORS. SECTION 6. REMOVAL OF OFFICERS AND AGENTS. ANY OFFICER OR AGENT MAY BE REMOVED BY THE SHAREHOLDERS WHENEVER, IN THEIR JUDGMENT, THE BUSINESS INTERESTS OF THE CORPORATION WILL BE SERVED BY THE REMOVAL. SECTION 7. DELEGATION OF POWERS. FOR ANY REASON THEY DEEM SUFFICIENT, WHETHER OCCASIONED BY ABSENCE OR OTHERWISE, THE SHAREHOLDERS MAY DELEGATE ALL OR ANY OF THE POWERS AND DUTIES OF ANY OFFICER TO ANY OTHER OFFICER OR DIRECTOR. SECTION 8. POWER TO REQUIRE BONDS. THE SHAREHOLDERS MAY REQUIRE ANY OFFICER OR AGENT TO FILE WITH THE CORPORATION A SATISFACTORY BOND CONDITIONED FOR FAITHFUL PERFORMANCE OF THE OFFICER'S OR AGENT'S DUTIES.
Form 990, Part VI, Section B, line 11b THE FORM 990 IS PREPARED BY COREWELL HEALTH CORPORATE TAX. IT IS REVIEWED BY THE CORPORATE TAX MANAGER AND THE DIRECTOR OF TAX. IT IS THEN REVIEWED BY THE ORGANIZATION'S FINANCE AND LEGAL DEPARTMENTS. A COPY OF THE FORM 990 IS THEN PROVIDED TO EACH MEMBER OF THE GOVERNING BODY. ALL QUESTIONS ARE ADDRESSED PRIOR TO FILING THE FORM 990.
Form 990, Part VI, Section B, line 12c 1. CONFLICTS OF INTEREST MUST BE DISCLOSED, VIA AN ANNUAL ELECTRONIC DISCLOSURE PROCESS AND VERBALLY AT EACH BOARD AND BOARD COMMITTEE MEETING AS PART OF THE DECLARATION OF CONFLICT OF INTEREST PRIOR TO DISCUSSION OF ANY AGENDA ITEMS. 2. A PERSON HAVING A FINANCIAL INTEREST IN A PROPOSED TRANSACTION OR ARRANGEMENT MAY MAKE A PRESENTATION AT A MEETING OF THE BOARD OR COMMITTEE WHICH IS CONSIDERING THAT TRANSACTION OR ARRANGEMENT, BUT AFTER THAT PRESENTATION HE/SHE SHALL LEAVE THE MEETING BEFORE DISCUSSION AND VOTING ON THAT PROPOSED TRANSACTION OR ARRANGEMENT. THE PERSON HAVING THE FINANCIAL INTEREST SHALL NOT BE COUNTED IN DETERMINING WHETHER A QUORUM IS PRESENT. 3. THE CHAIRPERSON OF THE BOARD OR THE COMMITTEE CHAIR SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE (INCLUDING OUTSIDE ADVISORS) TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT, AND TO ADVISE WHETHER THE PROPOSED TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATION'S BEST INTEREST. 4. THE BOARD OR COMMITTEE SHALL EXERCISE DUE DILIGENCE TO DETERMINE WHETHER THE ORGANIZATION CAN, WITH REASONABLE EFFORTS, OBTAIN A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT THAT WOULD NOT GIVE RISE TO ACONFLICT OF INTEREST. 5. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY ATTAINABLE UNDER CIRCUMSTANCES THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST, THE BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS AND MEMBERS WHETHER THE PROPOSED TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATION'S BEST INTEREST AND FOR ITS OWN BENEFIT AND WHETHER THE TRANSACTION IS FAIR AND REASONABLE TO THE ORGANIZATION, AND SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT IN CONFORMITY WITH SUCH DETERMINATION. 6. THE MINUTES OF THE MEETINGS OF THE BOARD AND ALL OF THE ORGANIZATION'S COMMITTEES SHALL SET FORTH: A) THE NAMES OF THE PERSONS WHO DISCLOSED A FINANCIAL INTEREST IN A PROPOSED TRANSACTION OR ARRANGEMENT INVOLVING THE ORGANIZATION OR ANY OF ITS SUBSIDIARIES AND THE NATURE OF THE FINANCIAL INTEREST; AND B) THE NAMES OF THE PERSONS WHO WERE PRESENT FOR DISCUSSIONS AND VOTES RELATING TO SUCH TRANSACTION OR ARRANGEMENT, INCLUDING ANY DISCUSSION OF ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT, AND A RECORD OF ANY VOTES TAKEN IN CONNECTION WITH THAT MATTER. THE VOTES OF INDIVIDUAL MEMBERS NEED NOT BE RECORDED UNLESS OTHERWISE DIRECTED BY THE BOARD OFDIRECTORS OR COMMITTEE. 7. THERE IS AN ONGOING REQUIREMENT THAT MEMBERS OF THE BOARD AND BOARD COMMITTEES UPDATE THEIR ANNUAL DISCLOSURE QUESTIONNAIRE AT ANY POINT DURING HIS/HER TENURE ON THE BOARD OF DIRECTORS WHEN A NEW POTENTIAL CONFLICT OF INTEREST ARISES. MANAGEMENT 1. UPON ACCEPTANCE OF AN EMPLOYMENT OFFER, EACH MEMBER OF MANAGEMENT (DIRECTORS AND ABOVE) COMPLETES A CONFLICT-OF-INTEREST DISCLOSURE QUESTIONNAIRE. A COPY OF THE MEMBER OF MANAGEMENT'S DISCLOSURE QUESTIONNAIRE IS SENT TO THE ORGANIZATION'S SYSTEM COMPLIANCE DEPARTMENT. A COPY OF THE MEMBER OF MANAGEMENT'S DISCLOSURE IS REVIEWED BY THE ORGANIZATION'S COMPLIANCE OPERATIONS ANALYST AND ESCALATED TO THE APPROPRIATE EXECUTIVE LEADERSHIP TEAM, IF NECESSARY. 2. ANNUALLY, EACH MEMBER OF MANAGEMENT (DIRECTORS AND ABOVE) COMPLETES AN ANNUAL CONFLICT OF INTEREST DISCLOSURE QUESTIONNAIRE ELECTRONICALLY. IF THERE IS AN AFFIRMATIVE DISCLOSURE, THE QUESTIONNAIRE IS REVIEWED BY THE APPROPRIATE EXECUTIVE LEADERSHIP TEAM. 3. THERE IS AN ONGOING REQUIREMENT TO UPDATE THE DISCLOSURE QUESTIONNAIRE WHEN A NEW POTENTIAL CONFLICT OF INTEREST ARISES. UPDATED DISCLOSURES FOLLOW THE SAME PROCESS AS INITIAL DISCLOSURES DESCRIBED ABOVE. 4. THE COMPLIANCE OFFICER, IN CONSULTATION WITH EXECUTIVE MANAGEMENT, DETERMINES HOW REPORTED CONFLICTS SHOULD BE MANAGED. MANAGEMENT OF A CONFLICT MAY TAKE A VARIETY OF DIFFERENT FORMS FROM IMPLEMENTATION OF A MANAGEMENT PLAN TO REQUIRING THAT THE MEMBER OF MANAGEMENT CEASE THE ACTIVITY CREATING THE CONFLICT OR, IN EXTREME CASES, LEAVE THE ORGANIZATION'S EMPLOYMENT. MANAGEMENT OF A CONFLICT IS DETERMINED ON AN INDIVIDUAL BASIS BASED UPON THE FACTS AND CIRCUMSTANCES SURROUNDING THE DISCLOSURE. THE PURPOSE OF CONFLICT MANAGEMENT IS TO PROVIDE TRANSPARENCY WITHIN THE ORGANIZATION AND TO ENSURE THAT THE ORGANIZATION'S EMPLOYEES ARE ALWAYS ACTING IN THE BEST INTEREST OF THE ORGANIZATION.
Form 990, Part VI, Section C, line 19 THE ORGANIZATION'S ARTICLES OF INCORPORATION AND STATUTORY FINANCIAL STATEMENTS ARE ON FILE WITH THE STATE OF MICHIGAN AND AVAILABLE TO THE PUBLIC ON THE STATE'S WEBSITE. THE ORGANIZATION'S BYLAWS AND INTERNAL POLICIES ARE GENERALLY NOT MADE AVAILABLE TO THE PUBLIC.
Form 990, Part XI, line 9: CHANGE IN NONADMITTED ASSETS -461,625. TRANSFER FROM AFFILIATE -45,000,000.
FORM 990, PART XII, LINE 2B THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AUDITED ANNUALLY BY AN INDEPENDENT ACCOUNTING FIRM. THE PARENT ORGANIZATION ISSUES GAAP BASIS FINANCIAL STATEMENTS WHICH ARE PREPARED ON A CONSOLIDATED BASIS. THE ORGANIZATION IS INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION IS AUDITED ANNUALLY ON A STAND ALONE BASIS AND ISSUES FINANCIAL STATEMENTS WHICH ARE PREPARED IN ACCORDANCE WITH SAP (STATUTORY ACCOUNTING PRINCIPLES), AS REQUIRED BY REGULATORY AUTHORITIES. THE AMOUNTS IN THIS FORM 990 RECONCILE TO THE FINANCIAL STATEMENTS PREPARED UNDER STATUTORY ACCOUNTING PRINCIPLES AS SUBMITTED TO THE STATE OF MICHIGAN AND THE NATIONAL ASSOCIATION OF INSURANCE COMMISSIONERS (NAIC).
FORM 990, PART XII, LINE 2C NO CHANGE IN OVERSIGHT FROM PRIOR YEAR.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) (Rev. 1-2025)


Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
(Rev. January 2025)
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
Open to Public Inspection
Name of the organization
PRIORITY HEALTH CHOICE INC
 
Employer identification number

32-0016523
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)BEAUMONT HEALTH
100 COREWELL DR NW

GRAND RAPIDS,MI49503
46-5718220 		SUPPORTING ORGANIZATION MI 501(c)(3) Line 12c, III-FI COREWELL HEALTH
 
 
No
(2)BEAUMONT HEALTH FOUNDATION
100 COREWELL DR NW

GRAND RAPIDS,MI49503
36-4852171 		FUNDRAISING FOUNDATION MI 501(c)(3) Line 7 BEAUMONT HEALTH
 
 
No
(3)BEAUMONT MEDICAL GROUP-HOSPITAL-BASED SERVICES
100 COREWELL DR NW

GRAND RAPIDS,MI49503
82-2768899 		PHYSICIAN SUPPORT SERVICES MI 501(c)(3) Line 10 BEAUMONT HEALTH
 
 
No
(4)BEAUMONT MEDICAL GROUP-PRIMARY CARE SERVICES
100 COREWELL DR NW

GRAND RAPIDS,MI49503
82-2796539 		PHYSICIAN SUPPORT SERVICES MI 501(c)(3) Line 10 BEAUMONT HEALTH
 
 
No
(5)BEAUMONT MEDICAL GROUP-SPECIALTY SERVICES
100 COREWELL DR NW

GRAND RAPIDS,MI49503
82-2784244 		PHYSICIAN SUPPORT SERVICES MI 501(c)(3) Line 10 BEAUMONT HEALTH
 
 
No
(6)BEAUMONT MEDICAL TRANSPORTATION SERVICES INC
100 COREWELL DR NW

GRAND RAPIDS,MI49503
26-0203703 		MEDICAL TRANSPORTATIONAL SERVICES MI 501(c)(3) Line 10 BH GRAND RIVER SOUTHFIELD INC
 
 
No
(7)BH GRAND RIVER SOUTHFIELD INC
100 COREWELL DR NW

GRAND RAPIDS,MI49503
38-2410823 		EMERGENCY MEDICAL SERVICES MI 501(c)(3) Line 10 BOTSFORD GENERAL HOSPITAL
 
 
No
(8)BOTSFORD CONTINUING CARE CORPORATION
100 COREWELL DR NW

GRAND RAPIDS,MI49503
38-2549505 		REHABILITATION & NURSING CENTER MI 501(c)(3) Line 10 BOTSFORD GENERAL HOSPITAL
 
 
No
(9)BOTSFORD GENERAL HOSPITAL
100 COREWELL DR NW

GRAND RAPIDS,MI49503
38-1426919 		HOSPITAL MI 501(c)(3) Line 3 BEAUMONT HEALTH
 
 
No
(10)COREWELL HEALTH
100 COREWELL DR NW

GRAND RAPIDS,MI49503
38-3382353 		SUPPORTING ORGANIZATION MI 501(c)(3) Line 12c, III-FI N/A
 
No
(11)COREWELL HEALTH FOUNDATION WEST MICHIGAN
100 COREWELL DR NW

GRAND RAPIDS,MI49503
38-2752328 		FUNDRAISING FOUNDATION MI 501(c)(3) Line 7 SPECTRUM HEALTH HOSPITALS
 
 
No
(12)HOSPICE AT HOME INC
100 COREWELL DR NW

GRAND RAPIDS,MI49503
38-2416086 		HOSPICE AND PALLIATIVE CARE MI 501(c)(3) Line 7 LAKELAND REGIONAL HEALTH SYSTEM
 
 
No
(13)LAKELAND COMMUNITY HOSPITAL WATERVLIET
100 COREWELL DR NW

GRAND RAPIDS,MI49503
38-1368745 		HOSPITAL MI 501(c)(3) Line 3 LAKELAND REGIONAL HEALTH SYSTEM
 
 
No
(14)LAKELAND HEALTH FOUNDATION BENTON HARBORST JOSEPH
100 COREWELL DR NW

GRAND RAPIDS,MI49503
38-2539929 		FUNDRAISING FOUNDATION MI 501(c)(3) Line 7 LAKELAND REGIONAL HEALTH SYSTEM
 
 
No
(15)LAKELAND HOSPITALS AT NILES AND ST JOSEPH INC
100 COREWELL DR NW

GRAND RAPIDS,MI49503
38-2156872 		HOSPITAL MI 501(c)(3) Line 3 LAKELAND REGIONAL HEALTH SYSTEM
 
 
No
(16)LAKELAND REGIONAL HEALTH SYSTEM
100 COREWELL DR NW

GRAND RAPIDS,MI49503
38-2609624 		SUPPORTING ORGANIZATION MI 501(c)(3) Line 12c, III-FI COREWELL HEALTH
 
 
No
(17)LAKELAND SPECIALTY HOSPITAL AT BERRIEN CENTER
100 COREWELL DR NW

GRAND RAPIDS,MI49503
38-3452303 		FACILITY LEASING MI 501(c)(3) Line 3 LAKELAND REGIONAL HEALTH SYSTEM
 
 
No
(18)LAKESHORE AREA RADIATION ONCOLOGY CENTER
100 COREWELL DR NW

GRAND RAPIDS,MI49503
38-3067954 		RADIATION SERVICES MI 501(c)(3) Line 3 SPECTRUM HEALTH HOSPITALS
 
 
No
(19)MECOSTA COUNTY MEDICAL CENTER
100 COREWELL DR NW

GRAND RAPIDS,MI49503
38-1368744 		HOSPITAL MI 501(c)(3) Line 3 COREWELL HEALTH
 
 
No
(20)MEMORIAL MEDICAL CENTER OF WEST MICHIGAN
100 COREWELL DR NW

GRAND RAPIDS,MI49503
38-1359266 		HOSPITAL MI 501(c)(3) Line 3 COREWELL HEALTH
 
 
No
(21)MERCY-MEMORIAL HEALTH SERVICES INCORPORATED
100 COREWELL DR NW

GRAND RAPIDS,MI49503
38-2748035 		REHABILITATION & NURSING CENTER MI 501(c)(3) Line 10 LAKELAND REGIONAL HEALTH SYSTEM
 
 
No
(22)MICHIGAN MOBILE PET IMAGING
100 COREWELL DR NW

GRAND RAPIDS,MI49503
33-1086165 		MOBILE PET SCANNING MI 501(c)(3) Line 12a, I OAKWOOD HEALTHCARE INC
 
 
No
(23)NEWAYGO COUNTY GENERAL HOSPITAL ASSOCIATION
100 COREWELL DR NW

GRAND RAPIDS,MI49503
38-1359517 		HOSPITAL MI 501(c)(3) Line 3 COREWELL HEALTH
 
 
No
(24)OAKWOOD HEALTH PROMOTIONS INC
100 COREWELL DR NW

GRAND RAPIDS,MI49503
38-2601965 		REHABILITATION & NURSING CENTER MI 501(c)(3) Line 10 OAKWOOD HEALTHCARE INC
 
 
No
(25)OAKWOOD HEALTHCARE INC
100 COREWELL DR NW

GRAND RAPIDS,MI49503
38-1405141 		HOSPITAL MI 501(c)(3) Line 3 BEAUMONT HEALTH
 
 
No
(26)OAKWOOD UNITED HOSPITALS INC
100 COREWELL DR NW

GRAND RAPIDS,MI49503
38-2837961 		FACILITY LEASING MI 501(c)(3) Line 12a, I OAKWOOD HEALTHCARE INC
 
 
No
(27)PENNOCK HOSPITAL
100 COREWELL DR NW

GRAND RAPIDS,MI49503
38-1360562 		HOSPITAL MI 501(c)(3) Line 3 COREWELL HEALTH
 
 
No
(28)PHYSICIANS HEALTH PLAN OF NORTHERN INDIANA INC
100 COREWELL DR NW

GRAND RAPIDS,MI49503
31-1069321 		HMO MANAGEMENT MI 501(c)(4)   PRIORITY HEALTH
 
 
No
(29)PRIORITY HEALTH
100 COREWELL DR NW

GRAND RAPIDS,MI49503
38-2715520 		HMO MANAGEMENT MI 501(c)(4)   COREWELL HEALTH
 
 
No
(30)REED CITY HOSPITAL CORPORATION
100 COREWELL DR NW

GRAND RAPIDS,MI49503
38-2770076 		HOSPITAL MI 501(c)(3) Line 3 COREWELL HEALTH
 
 
No
(31)SPECTRUM HEALTH - LEFFINGWELL AVENUE
100 COREWELL DR NW

GRAND RAPIDS,MI49503
85-4390483 		REHABILITATION & NURSING CENTER MI 501(c)(3) Line 10 SPECTRUM HEALTH CONTINUING CARE
 
 
No
(32)SPECTRUM HEALTH CONTINUING CARE
100 COREWELL DR NW

GRAND RAPIDS,MI49503
38-3242232 		HOSPICE AND PALLIATIVE CARE MI 501(c)(3) Line 10 COREWELL HEALTH
 
 
No
(33)SPECTRUM HEALTH CONTINUING CARE CENTER INC
100 COREWELL DR NW

GRAND RAPIDS,MI49503
38-2415333 		REHABILITATION & NURSING CENTER MI 501(c)(3) Line 10 SPECTRUM HEALTH CONTINUING CARE
 
 
No
(34)SPECTRUM HEALTH HOSPITALS
100 COREWELL DR NW

GRAND RAPIDS,MI49503
38-1360529 		HOSPITAL MI 501(c)(3) Line 3 COREWELL HEALTH
 
 
No
(35)SPECTRUM HEALTH KELSEY
100 COREWELL DR NW

GRAND RAPIDS,MI49503
38-1297435 		HOSPITAL MI 501(c)(3) Line 3 SPECTRUM HEALTH UNITED
 
 
No
(36)SPECTRUM HEALTH PRIMARY CARE PARTNERS
100 COREWELL DR NW

GRAND RAPIDS,MI49503
38-1358164 		PHYSICIAN SUPPORT SERVICES MI 501(c)(3) Line 3 COREWELL HEALTH
 
 
No
(37)SPECTRUM HEALTH UNITED
100 COREWELL DR NW

GRAND RAPIDS,MI49503
38-1358412 		HOSPITAL MI 501(c)(3) Line 3 COREWELL HEALTH
 
 
No
(38)SPECTRUM HEALTH WORTH SERVICES
100 COREWELL DR NW

GRAND RAPIDS,MI49503
38-2786617 		REHABILITATION SERVICES MI 501(c)(3) Line 10 SPECTRUM HEALTH CONTINUING CARE
 
 
No
(39)TOTAL HEALTH CARE USA INC
100 COREWELL DR NW

GRAND RAPIDS,MI49503
38-3240485 		HMO MANAGEMENT MI 501(c)(4)   TOTAL HEALTH CARE INC
 
 
No
(40)TOTAL HEALTH CARE INC
100 COREWELL DR NW

GRAND RAPIDS,MI49503
38-2018957 		HMO MANAGEMENT MI 501(c)(4)   PRIORITY HEALTH
 
 
No
(41)TRINITY HEALTH PLANS
100 COREWELL DR NW

GRAND RAPIDS,MI49503
38-2663747 		HOLDING COMPANY MI 501(c)(4)   PRIORITY HEALTH
 
 
No
(42)VISITING NURSE SERVICES OF WESTERN MICHIGAN
100 COREWELL DR NW

GRAND RAPIDS,MI49503
38-1359195 		HOME HEALTH SERVICES MI 501(c)(3) Line 10 SPECTRUM HEALTH CONTINUING CARE
 
 
No
(43)WILLIAM BEAUMONT HOSPITAL
100 COREWELL DR NW

GRAND RAPIDS,MI49503
38-1459362 		HOSPITAL MI 501(c)(3) Line 3 BEAUMONT HEALTH
 
 
No
(44)ZEELAND COMMUNITY HOSPITAL
100 COREWELL DR NW

GRAND RAPIDS,MI49503
38-1411184 		HOSPITAL MI 501(c)(3) Line 3 COREWELL HEALTH
 
 
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
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
(1) CHCC TAYLOR LLC

2355 E CAMELBACK RD STE 700
PHOENIX,AZ85016
92-3588577 		MANAGEMENT MI N/A
 N/A       No     No  
(2) CHCC TROY LLC

2355 E CAMELBACK RD STE 700
PHOENIX,AZ85016
92-3960104 		MANAGEMENT MI N/A
 N/A       No     No  
(3) CHEC 1 LLC

2355 E CAMELBACK RD STE 700
PHOENIX,AZ85016
99-0525515 		MANAGEMENT MI N/A
 N/A       No     No  
(4) CHEC 2 LLC

2355 E CAMELBACK RD STE 700
PHOENIX,AZ85016
99-0647116 		MANAGEMENT MI N/A
 N/A       No     No  
(5) CHSC ROYAL OAK LLC

2355 E CAMELBACK RD STE 700
PHOENIX,AZ85016
99-1134940 		MANAGEMENT MI N/A
 N/A       No     No  
(6) DEARBORN SCHAEFFER OFFICE CO LLC

100 COREWELL DR NW
GRAND RAPIDS,MI49503
26-2448025 		REAL ESTATE MI N/A
 N/A       No     No  
(7) OAKMED LLC

1938 WOODSLEE DRIVE
TROY,MI48084
46-1459737 		PRIVATE DUTY NURSING MI N/A
 N/A       No     No  
(8) SPECTRUM ATLAS JV LLC

2355 E CAMELBACK RD STE 700
PHOENIX,AZ85016
87-4265336 		MANAGEMENT MI N/A
 N/A       No     No  
(9) WEST MICHIGAN ACCOUNTABLE CARE ORGANIZATION LLC

100 COREWELL DR NW
GRAND RAPIDS,MI49503
83-3153113 		ACCOUNTABLE CARE ORGANIZATION MI N/A
 N/A       No     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) 1697 MICHIGAN STREET PROPERTY

100 COREWELL DR NW
GRAND RAPIDS,MI49503
83-1721239 		PROPERTY MANAGEMENT MI SPECTRUM HEALTH HOSPITALS
  		C         No
(2) 25 MICHIGAN STREET CONDOMINIUM ASSOCIATION

100 COREWELL DR NW
GRAND RAPIDS,MI49503
16-1734157 		PROPERTY MANAGEMENT MI SPECTRUM HEALTH HOSPITALS
  		C         No
(3) 35 MICHIGAN STREET CONDOMINIUM ASSOCIATION

100 COREWELL DR NW
GRAND RAPIDS,MI49503
27-2193084 		PROPERTY MANAGEMENT MI SPECTRUM HEALTH HOSPITALS
  		C         No
(4) BH SOUTHFIELD BILLING INC

100 COREWELL DR NW
GRAND RAPIDS,MI49503
38-2755982 		MANAGEMENT AND DISPATCH SERVICES MI BH GRAND RIVER SOUTHFIELD INC
  		C         No
(5) BLUE STAR PROFESSIONAL BUILDING CONDOMINIUM ASSOCIATION

100 COREWELL DR NW
GRAND RAPIDS,MI49503
20-8313519 		PROPERTY MANAGEMENT MI HOSPICE AT HOME INC
  		C         No
(6) BOTSFORD COMMONS PROPERTY ASSOCIATION

100 COREWELL DR NW
GRAND RAPIDS,MI49503
38-3203663 		PROPERTY MANAGEMENT MI BOTSFORD CONTINUING CARE CORPORATION
  		C         No
(7) COREWELL HEALTH INDEMNITY COMPANY LTD

23 LIME TREE BAY AVENUE
GRAND CAYMAN    
CJ
98-0512415 		PREMIUM DEPOSITS CJ COREWELL HEALTH
  		          No
(8) COREWELL HEALTH PHYSICIANS INSURANCE COMPANY

100 COREWELL DR NW
GRAND RAPIDS,MI49503
27-4261262 		PROFESSIONAL INSURANCE MI COREWELL HEALTH
  		C         No
(9) FOUR FLAGS PROPERTIES INC

100 COREWELL DR NW
GRAND RAPIDS,MI49503
36-4501639 		PROPERTY MANAGEMENT MI LAKELAND HEALTH VENTURES INC
  		C         No
(10) GRAND RIVER ABSOLUTE RETURN FUND LTD

PO BOX 852
GRAND CAYMAN   KY1-1103
CJ
POOLED INVESTMENT FUND CJ COREWELL HEALTH
  		          No
(11) HELEN DE VOS WOMEN AND CHILDREN'S HEALTH PAVILION ASSOCIATION

100 COREWELL DR NW
GRAND RAPIDS,MI49503
38-3264184 		PROPERTY MANAGEMENT MI SPECTRUM HEALTH HOSPITALS
  		C         No
(12) INNOVATIVE HEALTHCARE STRATEGIES INC

100 COREWELL DR NW
GRAND RAPIDS,MI49503
47-4139320 		NETWORK NEGOTIATIONS MI PHP MANAGEMENT SYSTEMS INC
  		C         No
(13) LAKELAND HEALTH ENTERPRISES INC

100 COREWELL DR NW
GRAND RAPIDS,MI49503
38-2669798 		ACCOUNTING AND BILLING MI LAKELAND REGIONAL HEALTH SYSTEM INC
  		C         No
(14) LAKELAND HEALTH VENTURES INC

100 COREWELL DR NW
GRAND RAPIDS,MI49503
27-2313790 		HOLDING COMPANY MI LAKELAND HEALTH ENTERPRISES INC
  		C         No
(15) LAKELAND MEDICAL PRACTICES

100 COREWELL DR NW
GRAND RAPIDS,MI49503
27-0381199 		MEDICAL ADMINISTRATIVE SERVICES MI LAKELAND HEALTH ENTERPRISES INC
  		C         No
(16) LAKELAND PERSONAL CARE SERVICES INC

100 COREWELL DR NW
GRAND RAPIDS,MI49503
27-2990797 		HEALTHCARE SERVICES MI LAKELAND HEALTH VENTURES INC
  		C         No
(17) LAKELAND PHYSICIAN CARE NETWORK

100 COREWELL DR NW
GRAND RAPIDS,MI49503
20-8513031 		HEALTHCARE SERVICES MI LAKELAND HEALTH ENTERPRISES INC
  		C         No
(18) LEMMEN-HOLTON CANCER PAVILION CONDOMINIUM ASSOCIATION

100 COREWELL DR NW
GRAND RAPIDS,MI49503
16-1734150 		PROPERTY MANAGEMENT MI SPECTRUM HEALTH HOSPITALS
  		C         No
(19) LIONTECH INC

100 COREWELL DR NW
GRAND RAPIDS,MI49503
30-0319874 		CLAIMS SOFTWARE MI PHP MANAGEMENT SYSTEMS INC
  		C         No
(20) MICHIGAN STREET PARKING CONDOMINIUM ASSOCIATION

100 COREWELL DR NW
GRAND RAPIDS,MI49503
16-1734145 		PROPERTY MANAGEMENT MI SPECTRUM HEALTH HOSPITALS
  		C         No
(21) MICHIGAN STREET PROJECT CONDOMINIUM ASSOCIATION

100 COREWELL DR NW
GRAND RAPIDS,MI49503
36-4873152 		PROPERTY MANAGEMENT MI SPECTRUM HEALTH HOSPITALS
  		C         No
(22) MUSCULO-SKELETAL CENTER CONDOMINIUM ASSOCIATION

100 COREWELL DR NW
GRAND RAPIDS,MI49503
38-3180086 		PROPERTY MANAGEMENT MI SPECTRUM HEALTH HOSPITALS
  		C         No
(23) NILES PROFESSIONAL SERVICES INC

100 COREWELL DR NW
GRAND RAPIDS,MI49503
38-2633419 		HEALTHCARE SERVICES MI LAKELAND HEALTH VENTURES INC
  		C         No
(24) OAKWOOD AFFILIATED VENTURES INC

100 COREWELL DR NW
GRAND RAPIDS,MI49503
37-1753159 		HOLDING COMPANY MI OAKWOOD HEALTHCARE INC
  		C         No
(25) OAKWOOD ENTERPRISES INC

100 COREWELL DR NW
GRAND RAPIDS,MI49503
38-2601930 		PROPERTY MANAGEMENT MI OAKWOOD AFFILIATED VENTURES INC
  		C         No
(26) PENNOCK PROFESSIONAL BUILDING CONDOMINIUM ASSOCIATION

100 COREWELL DR NW
GRAND RAPIDS,MI49503
38-4056359 		PROPERTY MANAGEMENT MI PENNOCK HOSPITAL
  		C         No
(27) PENNOCK VENTURES INC

100 COREWELL DR NW
GRAND RAPIDS,MI49503
38-2712819 		PROPERTY MANAGEMENT MI PENNOCK HOSPITAL
  		C         No
(28) PHP HOLDING COMPANY

100 COREWELL DR NW
GRAND RAPIDS,MI49503
20-8074365 		HOLDING COMPANY MI PHYSICIANS HEALTH PLAN OF NORTHERN INDIANA INC
  		C         No
(29) PHP INSURANCE COMPANY OF INDIANA INC

100 COREWELL DR NW
GRAND RAPIDS,MI49503
20-3064284 		STOP LOSS REI MI PHP HOLDING COMPANY
  		C         No
(30) PHP MANAGEMENT SYSTEMS INC

100 COREWELL DR NW
GRAND RAPIDS,MI49503
35-1826719 		THIRD PARTY ADMINISTRATOR MI PHP HOLDING COMPANY
  		C         No
(31) PRIORITY HEALTH INSURANCE COMPANY

100 COREWELL DR NW
GRAND RAPIDS,MI49503
20-1529553 		INSURANCE MI PRIORITY HEALTH
  		C         No
(32) PRIORITY HEALTH MANAGED BENEFITS INC

100 COREWELL DR NW
GRAND RAPIDS,MI49503
38-3085182 		THIRD PARTY ADMINISTRATOR MI COREWELL HEALTH
  		C         No
(33) PRO-CLAIM PLUS INC

100 COREWELL DR NW
GRAND RAPIDS,MI49503
35-1938551 		THIRD PARTY ADMINISTRATOR MI PHP MANAGEMENT SYSTEMS INC
  		C         No
(34) SOUTHWESTERN MEDICAL CLINIC PHYSICIANS INC

100 COREWELL DR NW
GRAND RAPIDS,MI49503
27-2589359 		PHYSICIANS OFFICE MI LAKELAND HEALTH ENTERPRISES INC
  		C         No
(35) SPECTRUM HEALTH PHYSICIAN ALLIANCE

100 COREWELL DR NW
GRAND RAPIDS,MI49503
37-1655728 		PHYSICIANS OFFICE MI COREWELL HEALTH
  		C         No
(36) THE PHARMACY SHOPPE INC

100 COREWELL DR NW
GRAND RAPIDS,MI49503
38-2929090 		PHARMACEUTICALS MI LAKELAND HEALTH VENTURES INC
  		C         No
(37) WMHTC

100 COREWELL DR NW
GRAND RAPIDS,MI49503
38-2125186 		PHYSICIANS MI COREWELL HEALTH
  		C         No
Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
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
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
Yes
 
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
 
No
r Other transfer of cash or property to related organization(s) ............................
1r
 
No
s Other transfer of cash or property from related organization(s) ............................
1s
Yes
 
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) PRIORITY HEALTH

 B 45,000,000 GAAP





Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
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) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
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) (Rev. 1-2025)

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