2023-11-14T13:41:54-06:00 2022-12-31 920460586 PWC US TAX LLP 76 S LAURA STREET SUITE 2100 JACKSONVILLE FL 32202 990 2022-01-01 592742907 AVMED INC AVME 3523728400 PO BOX 749 GAINESVILLE FL 326270749 JAMES M REPP PRESIDENT/COO 3523728400 2023-11-08 1 JAMES REPP 999009999 0 NADER FARHAT P01004599 9043540671 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JAMES M REPP PO BOX 749 GAINESVILLE FL 326270749 898289040 0 X WWW.AVMED.ORG X 1986 FL TO HELP OUR MEMBERS LIVE HEALTHIER BY PROVIDING HIGH QUALITY HEALTH CARE PLANS. 10 9 590 0 0 0 0 0 770128789 823248577 29135269 -1515831 895023 1335946 800159081 823068692 0 0 0 0 44932135 47496293 0 0 0 776754534 941425530 821686669 988921823 -21527588 -165853131 315740193 378952909 200522666 307966047 115217527 70986862 X THE MISSION OF AVMED, INC. IS TO HELP OUR MEMBERS LIVE HEALTHIER BY PROVIDING ACCESS TO HIGH QUALITY, AFFORDABLE HEALTH CARE SERVICES THROUGH A NETWORK OF CREDENTIALED HEALTH CARE PROVIDERS LOCATED THROUGHOUT AVMED INC.'S SERVICE AREAS. AVMED PROVIDES AFFORDABLE, NON-COMMERCIAL-TYPE HEALTH BENEFITS CONTRACTS, EDUCATES ITS ENROLLEES ABOUT HEALTH ISSUES, PROVIDES WELLNESS AND DISEASE PREVENTION PROGRAMS, CONDUCTS HEALTH FAIRS, PROVIDES DISEASE AND CHRONIC CARE MANAGEMENT PROGRAMS, MANAGES COMPLEX CASES, AND PROVIDES PRESCRIPTION DRUGS AND CERTAIN MEDICAL RESEARCH PROGRAMS. AVMED OFFERS ITS PROGRAM OF SERVICES AT AFFORDABLE FIXED PRICES TO FLORIDA EMPLOYERS AND VULNERABLE POPULATIONS INCLUDING INDIVIDUALS, SMALL EMPLOYER GROUPS AND SENIOR CITIZENS THROUGH THE MEDICARE ADVANTAGE PROGRAM (INCLUDING PRESCRIPTION DRUGS). 0 0 942229645 823737355 AVMED PROVIDED HEALTH MAINTENANCE ORGANIZATION SERVICES TO EMPLOYERS AND INDIVIDUALS, INCLUDING SMALL EMPLOYER GROUPS AND SENIOR CITIZENS, REPRESENTING 1,223,133 MEMBER MONTHS OF NETWORK ACCESS, 1,276,565 DRUG PRESCRIPTIONS, AND 46,005 DAYS OF INPATIENT CARE. AVMED ALSO PROVIDED ADMINISTRATIVE SERVICES FOR SELF-FUNDED HEALTH CARE PLANS.IN ADDITION, AVMED PROVIDED EDUCATION, WELLNESS AND DISEASE PREVENTION, HEALTH FAIRS, DISEASE AND CHRONIC CARE MANAGEMENT, MANAGEMENT OF COMPLEX CASES, CLINICAL EDUCATION AND COORDINATION, AND OTHER HEALTH IMPROVEMENT SERVICES. AVMED IS "ACCREDITED" FOR BOTH ITS MEDICARE, COMMERCIAL, AND MARKETPLACE/EXCHANGE PRODUCTS FROM THE NATIONAL COMMITTEE FOR QUALITY ASSURANCE (NCQA) FOR ITS PROGRAMS OF HEALTH CARE. AVMED ANNUALLY MEASURES THE HEALTH CARE PERFORMANCE OF ITS NETWORK OF PROVIDERS THROUGH THE HEALTHCARE EFFECTIVENESS DATA AND INFORMATION SET (HEDIS) PROCESS. HEDIS INCLUDES MORE THAN 90 MEASURES ACROSS 6 DOMAINS OF CARE.AT LAST MEASUREMENT, AVMED'S RESULTS WERE RANKED AT 4 STAR OR HIGHER FOR 12 OF THE 45 HEALTH PLAN RATING MEASURES AND AT 3 STAR OR HIGHER FOR 19 OF THE 45 MEASURES USED IN THE NCQA ACCREDITATION SCORING FOR ITS COMMERCIAL PRODUCTS. FOR THE MEDICARE PRODUCT, AVMED'S RESULTS WERE RANKED AT 4 STAR OR HIGHER FOR 16 OF THE 43 MEASURES AND 3 STAR OR HIGHER FOR 31 OUT OF THE 43 MEASURES USED IN THE NCQA ACCREDITATION SCORING. THIS WAS THE FIRST YEAR REPORTING MARKETPLACE/EXCHANGE PRODUCT LINE, THEREFORE RESULTS ARE NOT AVAILABLE YET.AVMED ALSO ANNUALLY MEASURES THE SATISFACTION OF ITS MEMBERS THROUGH THE CONSUMER ASSESSMENT OF HEALTHCARE PROVIDERS AND SYSTEMS (CAHPS) SURVEY. THE SURVEY PROVIDES INFORMATION ON THE EXPERIENCES OF AVMED MEMBERS WITH THE HEALTH PLAN AND HOW WELL THE HEALTH PLAN MEETS MEMBERS' EXPECTATIONS. AVMED AS A HEALTH PLAN WAS RATED A 4 OUT OF 5 BY MEDICARE MEMBERS AND A 5 OUT OF 5 BY COMMERCIAL MEMBERS. IN ADDITION TO HELPING MEMBERS LIVE HEALTHIER, AVMED HELPS BUILD HEALTHIER COMMUNITIES IN EACH MARKET IT SERVES. IN 2022, AVMED CONTINUED TO DEFINE WHAT IT MEANS TO BE WELLFLUENT. A COMBINATION OF WELL-BEING AND AFFLUENT, WELLFLUENT IS HAVING OR STRIVING TO HAVE A BALANCED LIFE, RICH IN WHAT MATTERS MOST: HEALTH AND HAPPINESS. BY DEVELOPING AND IMPLEMENTING PROGRAMS THAT ENCOURAGE THIS LIFESTYLE, AVMED ADVOCATES FOR ITS MORE THAN 200,000 MEMBERS ALONG WITH THEIR FLORIDIAN NEIGHBORS.IN 2022, AVMED CONTINUED ITS SUPPORT OF MIAMI-DADE COUNTY'S BIKE305 PROGRAM, WHICH CULMINATED WITH BIKE TO WORK DAY. THIS PROGRAM SHOWED RESIDENTS HOW EASY IT IS TO COMMUTE MORE HEALTHILY BY COMBINING THE EFFICIENCY OF PUBLIC TRANSPORTATION WITH THE OPEN AIR EXPERIENCE OF A BICYCLE RIDE. ALL MIAMI-DADE COUNTY PUBLIC TRANSPORTATION OPTIONS ACCOMMODATE BICYCLES ON BOARD, SO THIS ONE DAY IS DESIGNED TO DEVELOP HEALTHY HABITS THAT LAST A LIFETIME.IN ADDITION, AVMED EXPANDED ITS WELLNESS PROGRAMS, NOW AVAILABLE BOTH IN PERSON AND ONLINE VIA AVMED.ORG. THESE PROGRAMS ARE DESIGNED TO ENHANCE PHYSICAL AND MENTAL WELL-BEING FOR OUR MEMBERS AND FOR THE COMMUNITY.AVMED ALSO CONTINUED ITS SPONSORSHIP OF SEVERAL COMMUNITY FITNESS AND HEALTH EVENTS IN FORT LAUDERDALE AND MIAMI. THIS INCLUDES THE JOE DIMAGGIO TOUR DE BROWARD, THE ORANGE BOWL 5K AND THE MIAMI-DADE COUNTY HEALTH & SAFETY EXPO. 942229645 0 0 1 0 0 0 0 1 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 15684 0 1 590 1 0 0 0 0 0 0 0 0 X 10 9 0 0 1 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 1 1 X TIMOTHY MATSUBARA VP FINANCE 3523728400 4300 NW 89TH BLVD GAINESVILLE FL 326065688 X LAWRENCE G SCHREIBER CHIEF EXECUTIVE OFFICER/DIRECTOR 45.00 15.00 X X 0 2028776 5352045 JAMES M REPP PRESIDENT/CHIEF OPERATING OFFICER 60.00 0.00 X 0 1406629 201983 STEVEN M ZIEGLER SR VP LEGAL & COMPLIANCE/ASST SEC. 48.00 12.00 X 0 650123 881793 RANDALL L STUART SR VP/CFO/ASST TREAS. (THRU 3/31/22) 51.00 9.00 X 0 904878 44161 PHILIP G BOWLING SR VP/CFO/ASSISTANT TREASURER 51.00 9.00 X 0 511203 97315 EDUARDO E DE ARMAS SR SALES REP 40.00 0.00 X 244033 0 18147 LYNN E MONACO ASSISTANT GENERAL COUNSEL 40.00 0.00 X 209209 0 37118 OGNIAN K ASPAROUHOV PHD DIRECTOR ADVANCED ANALYTICS 40.00 0.00 X 209064 0 27323 PATRICIA L TURNER DIRECTOR FIN. PLANNING & ANALYSIS 40.00 0.00 X 199674 0 24361 ARVIND KUMAR DIRECTOR BUSINESS INTELLIGENCE 40.00 0.00 X 206760 0 6790 GLENDA E HOOD CHAIR/DIRECTOR 2.20 0.80 X X 0 55158 0 BENJAMIN I DOERR JR TREASURER/DIRECTOR 0.70 0.80 X X 0 45596 0 JACKSON N SASSER PHD VICE CHAIR/DIRECTOR 0.70 0.80 X X 0 45269 0 JAMES D LEE DIRECTOR 0.70 0.80 X 0 43469 0 PAMELA J MOONEY PHD DIRECTOR 0.70 0.80 X 0 43142 0 KATHERINE L FERNANDEZ SECRETARY/DIRECTOR 0.70 0.80 X X 0 41996 0 KEVIN R MADDRON DIRECTOR 0.70 0.80 X 0 27779 0 GREGORY A HAILE DIRECTOR 0.70 0.80 X 0 27779 0 RITA M BARRETO DIRECTOR 0.70 0.80 X 0 27779 0 GEORGE E FLETCHER DIRECTOR (THRU 3/31/22) 0.70 0.80 X 0 13890 0 ROBERT L EPLING TREASURER/DIRECTOR (THRU 1/31/22) 0.70 0.80 X X 0 0 0 1068740 5873466 6691036 93 0 1 0 BAPTIST HOSPITAL OF MIAMI INC 8900 N KENDALL DRIVE MIAMI FL 33176 MEDICAL SERVICES 139643391 SOUTH BROWARD HOSPITAL DISTRICT PO BOX 538527 ATLANTA GA 303538527 MEDICAL SERVICES 114646084 UNIV OF MIAMI HOSPCLNS 1475 NW 12TH AVENUE MIAMI FL 33136 MEDICAL SERVICES 107415257 PUBLIC HEALTH TRUST OF DADE COUNTY 1611 NW 12TH AVE MIAMI FL 33136 MEDICAL SERVICES 71163430 SOUTH MIAMI HOSPITAL INC 6200 SW 73RD ST MIAMI FL 331434679 MEDICAL SERVICES 50948371 827 COMPREHENSIVE REVENUE 524114 460451334 460451334 MEDICARE REVENUE 524114 295790451 295790451 SELF-FUNDED ADMIN FEE 524292 53327225 53327225 FEDERAL REVENUE 524114 13679567 13679567 823248577 2458761 2458761 67315616 3930140 71291437 3928911 -3975821 1229 -3974592 -3974592 MANAGEMENT FEES 561000 796425 796425 FEE CREDITS AND SETTLEMENTS 900099 488778 488778 MISCELLANEOUS REBATES 900099 50743 50743 1335946 823068692 823737355 0 -668663 X 39032366 28956920 10075446 1087633 806882 280751 4402751 3456962 945789 2973543 2229566 743977 17410506 9658443 7752063 1893653 2670 1890983 734596 734596 845354971 841540258 3814713 2828844 2828844 7717886 6284656 1433230 39129780 28847393 10282387 6164793 3737713 2427080 229730 162149 67581 175908 14427 161481 617 617 665833 483606 182227 404384 404384 LICENSES AND FEES 17608618 12425175 5183443 DUES AND ASSESSMENTS 807938 499008 308930 COMMUNITY SUPPORT 297473 294973 2500 988921823 942229645 46692178 0 10000 10000 21557668 20862324 40633812 24803774 20623242 18612690 55613400 48404205 5022610 7209195 130036903 69436969 97855958 238017957 315740193 378952909 126491658 169569553 7061870 2257525 51777079 67803839 15192059 68335130 200522666 307966047 X 115217527 70986862 115217527 70986862 315740193 378952909 X -165853131 -11668036 133290502 X X 0 1 X 1 0 58000 58000 58000 1 A BOLDER FLORIDA 2600 S DOUGLAS RD STE 900 CORAL GABLES FL 33134 842754770 6000 ALESSANDRO JAMES D'AMICO CAMPAIGN 6619 S DIXIE HWY NUM 148 MIAMI FL 33143 873712871 2000 ALEXIS CALATAYUD CAMPAIGN 10865 SW 136 TERRACE MIAMI FL 33176 881549399 1000 ALINA GARCIA CAMPAIGN 2600 S DOUGLAS RD STE 900 CORAL GABLES FL 33134 874598647 1000 COMMITTEE FOR RESPONSIBILITY IN GOVERNMENT 6619 S DIXIE HWY NUM 148 MIAMI FL 33134 272150835 1500 COMMON VOICES 6619 S DIXIE HWY NUM 148 MIAMI FL 33134 831617490 2000 DANIELLE COHEN HIGGINS CAMPAIGN 1742 W FLAGLER STREET MIAMI FL 33135 434560072 1000 DEMI BUSATTA CABRERA CAMPAIGN 2100 SALZEDO STREET STE 200 CORAL GABLES FL 33134 843877071 1000 FIGHT FOR OUR FUTURE 1742 W FLAGLER STREET MIAMI FL 33135 834422229 1500 FLORIDA DEMOCRATIC PARTY 214 S BRONOUGH STREET TALLAHASSEE FL 32301 590772903 2500 FLORIDA REPUBLICAN SENATORIAL 2640-A MITCHAM DRIVE TALLAHASSEE FL 32308 472058962 7500 FLORIDA SHINES 115 E PARK AVE STE 1 TALLAHASSEE FL 32301 831795318 1000 HOUSE DISTRICT 120 RACE 150 TED WILLIAMS WAY ISLAMORADA FL 33036 842923321 1000 ILEANA GARCIA CAMPAIGN 2055 NW IAMOND CREEK WAY JENSEN BEACH FL 34957 851241275 1000 JORGE L FORS JR CAMPAIGN 2600 S DOUGLAS RD STE 900 CORAL GABLES FL 33134 832150467 2000 JUAN CARLOS BERMUDEZ CAMPAIGN 2600 S DOUGLAS RD STE 900 CORAL GABLES FL 33134 812176788 1000 JUAN CARLOS PORRAS FOR FLORIDA STATE REPRESENTATIVE DISTRICT 19 15703 SW 43RD LANE MIAMI FL 33185 881571149 1000 MIAMI UNITED PC 2100 SALZEDO STREET STE 200 CORAL GABLES FL 33134 844043279 12500 MIAMI-DADE DISTRICT 2 UNITED 12790 W DIXIE HWY MIAMI FL 33161 854125217 1500 NEXTGEN FLORIDA LEADERSHIP 2600 S DOUGLAS RD STE 900 CORAL GABLES FL 33134 861850477 1500 REPUBLICAN PARTY OF FLORIDA 420 E JEFFERSON STREET TALLAHASSEE FL 32301 590683241 7500 WALLACE ARISTIDE CAMPAIGN 2022 INC 3600 S STATE RD 7 STE 38 MIRAMAR FL 33023 854338343 1000 PART I-A, LINE 1: DURING 2022, AVMED MADE CONTRIBUTIONS TO POLITICAL ACTION COMMITTEES AND THE GENERAL CAMPAIGN FUNDS OF STATE AND LOCAL POLITICAL CANDIDATES. 0 1 X 235420 232196 3224 48218565 48172009 46556 7159415 7159415 7209195 CAPITAL CONTRIBUTION RECEIVABLE FROM SENTARA 132079706 REBATE RECEIVABLES 56510032 AMOUNTS DUE FROM ASO PLANS 23808086 RIGHT OF USE ASSET 9499279 RISK SHARING RECEIVABLES 4929757 OTHER HEALTH CARE RECEIVABLES 4005752 RECEIVABLE ON SALE OF PROPERTY 3928405 OTHER RECEIVABLES 1516453 REINSURANCE RECEIVABLES 1253901 INTEREST RECEIVABLE 486586 238017957 AFFORDABLE CARE ACT LIABILITIES 51508758 LEASE LIABILITIES 14172733 BENEFITS PAYABLE 1600110 OTHER LIABILITIES 1053529 68335130 X 823066958 0 823066958 1734 1734 823068692 988921823 0 988921823 0 988921823 PART IV, LINE 2B: INCLUDED IN THIS LINE ARE OBLIGATIONS TO PAY BENEFITS FROM ESCROWED FUNDS ON BEHALF OF SELF-FUNDED HEALTH PLANS. PART X, LINE 2: AVMED IS AN ORGANIZATION AS DESCRIBED IN SECTION 501(C)(4) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. AVMED IS SUBJECT TO INCOME TAX ON UNRELATED BUSINESS INCOME. AVMED INCURRED NO INCOME TAX EXPENSE IN 2022 AND 2021. IN ADDITION, AVMED HAD NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2022 OR 2021. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT PARTNERSHIP REVENUE REALIZED FOR TAX AND NOT FOR FIN. STATEMENTS 1,734. X 1 1 0 1 0 0 0 0 0 0 0 LAWRENCE G SCHREIBER CHIEF EXECUTIVE OFFICER/DIRECTOR 0 1034262 0 723436 0 271078 0 5330295 0 21750 0 7380821 0 92007 JAMES M REPP PRESIDENT/CHIEF OPERATING OFFICER 0 627724 0 178769 0 600136 0 175223 0 26760 0 1608612 0 383549 STEVEN M ZIEGLER SR VP LEGAL & COMPLIANCE/ASST SEC. 0 412509 0 117256 0 120358 0 853377 0 28416 0 1531916 0 0 RANDALL L STUART SR VP/CFO/ASST TREAS. (THRU 3/31/22) 0 172863 0 145772 0 586243 0 36811 0 7350 0 949039 0 391051 PHILIP G BOWLING SR VP/CFO/ASSISTANT TREASURER 0 376923 0 0 0 134280 0 77531 0 19784 0 608518 0 0 EDUARDO E DE ARMAS SR SALES REP 86715 0 144099 0 13219 0 9559 0 8588 0 262180 0 0 0 LYNN E MONACO ASSISTANT GENERAL COUNSEL 192007 0 5986 0 11216 0 8344 0 28774 0 246327 0 0 0 OGNIAN K ASPAROUHOV PHD DIRECTOR ADVANCED ANALYTICS 190895 0 5723 0 12446 0 9352 0 17971 0 236387 0 0 0 PATRICIA L TURNER DIRECTOR FIN. PLANNING & ANALYSIS 178610 0 14130 0 6934 0 7849 0 16512 0 224035 0 0 0 ARVIND KUMAR DIRECTOR BUSINESS INTELLIGENCE 198594 0 4275 0 3891 0 2752 0 4038 0 213550 0 0 0 PART I, LINE 1A TAX GROSS-UP PAYMENTS OCCUR FOR GROUP VARIABLE LIFE INSURANCE PREMIUMS PAID ON BEHALF OF THE LISTED AND OTHER EMPLOYEES. EMPLOYER PAID PREMIUMS ARE DEEMED TO BE TAXABLE COMPENSATION AND ARE GROSSED-UP FOR THE TAX IMPACT PRIOR TO BEING ADDED AS IMPUTED INCOME TO AN EMPLOYEE'S YEAR-END FORM W-2. TAX GROSS-UP PAYMENTS ARE PROVIDED FOR VESTED DISTRIBUTIONS FROM THE DEFINED CONTRIBUTION AND (NOW FROZEN) DEFINED BENEFIT PENSION RESTORATION PLANS. PART I, LINE 3 LAWRENCE G SCHREIBER IS THE CHIEF EXECUTIVE OFFICER (CEO) OF AVMED, INC. (THROUGH 12/31/2022). MR. SCHREIBER IS COMPENSATED BY SANTAFE HEALTHCARE, INC., A RELATED SUPPORTING ORGANIZATION. SANTAFE HEALTHCARE, INC. UTILIZES THE FOLLOWING PROCESS TO ESTABLISH THE CEO'S COMPENSATION AND BENEFITS: THE SANTAFE HEALTHCARE, INC. BOARD OF DIRECTORS ANNUALLY RETAINS AN INDEPENDENT THIRD PARTY COMPENSATION AND BENEFITS CONSULTING FIRM (FIRM) TO CONDUCT A MARKET COMPETITIVENESS REVIEW OF THE CEO'S TOTAL DIRECT COMPENSATION (BASE SALARY, ANNUAL INCENTIVES AND LONG TERM INCENTIVES) AND BENEFITS. THE COMPETITIVE ANALYSIS INCLUDES COMPARISON TO SIMILAR POSITIONS IN COMPANIES OF SIMILAR SIZE WITHIN THE SAME OR SIMILAR INDUSTRY. AFTER COMPLETION OF ITS REVIEW,THE FIRM MAKES RECOMMENDATIONS, IF ANY, DIRECTLY TO THE SANTAFE HEALTHCARE, INC. BOARD OF DIRECTORS. THE BOARD OF DIRECTORS ESTABLISHES THE FINAL COMPENSATION AND BENEFIT PACKAGE FOR THE CEO TAKING INTO CONSIDERATION THE MARKET COMPETITIVENESS REVIEW AND FINAL RECOMMENDATION OF THE FIRM. THE FIRM PROVIDES AN OPINION LETTER REGARDING THE REASONABLENESS OF THE CEO'S FINAL COMPENSATION AND BENEFITS PACKAGE. THE ACTIONS OF THE BOARD ARE DOCUMENTED IN THE MINUTES OF THE BOARD MEETING. PART I, LINE 4B (RELATES TO PART I, LINE 4A): LISTED PERSONS ARE EMPLOYEES OF AVMED OR RELATED ORGANIZATIONS AND ARE COVERED UNDER A SEVERANCE POLICY FOR THEIR RESPECTIVE RELATED ORGANIZATION. THE SEVERANCE POLICY INCLUDES MONTHLY PAYMENTS UP TO A MAXIMUM OF 12 - 36 MONTHS UNDER QUALIFYING CIRCUMSTANCES AND DEPENDING ON POSITION. NO ONE LISTED RECEIVED SEVERANCE OR CHANGE OF CONTROL PAYMENT DURING 2022. PART I, LINE 4B: CERTAIN LISTED PERSONS ARE EMPLOYEES OF SANTAFE HEALTHCARE, INC., A RELATED SUPPORTING ORGANIZATION. SANTAFE HEALTHCARE, INC. MAINTAINS TWO ACTIVE NONQUALIFIED DEFERRED COMPENSATION RETIREMENT PLANS FOR A CERTAIN GROUP OF EXECUTIVES TO INCLUDE THOSE LISTED EMPLOYEES OF SANTAFE HEALTHCARE, INC. ONE PLAN RESTORES RETIREMENT BENEFITS EQUIVALENT TO QUALIFIED 401(K) BENEFITS ON INCOME EARNED IN EXCESS OF THE INTERNAL REVENUE SERVICE CODE SECTION 401(A)(17) RECOGNIZABLE PAY LIMITS (A DEFINED CONTRIBUTION RESTORATION PLAN.) VESTING FOR THIS PLAN IS ACHIEVED AT AGE 55 AND 10 YEARS OF SERVICE OR AT AGE 65 AND 5 YEARS OF SERVICE. THE SECOND SUPPLEMENTAL DEFINED CONTRIBUTION PLAN PROVIDES ADDITIONAL RETIREMENT INCOME BASED ON A PERCENTAGE OF BASE SALARY AND VESTS AT THREE AND FIVE YEARS OF SERVICE. LISTED PERSONS VESTED AND RECEIVED PAYMENTS FROM SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS DURING 2022 AS FOLLOWS: JAMES M REPP $550,958 RANDALL L STUART $526,840 LAWRENCE G SCHREIBER $117,037 STEVEN M ZIEGLER $ 98,272 SCHEDULE J, PART II: CERTAIN SENIOR EXECUTIVES ARE ACCOUNTABLE FOR AND PERFORM SERVICES FOR SANTAFE HEALTHCARE, INC. AND EACH OF ITS AFFILIATES. SANTAFE HEALTHCARE, INC. AND AFFILIATES REPRESENT A DIVERSIFIED FAMILY OF NOT-FOR-PROFIT ORGANIZATIONS. THESE SENIOR EXECUTIVES ARE PAID DIRECTLY BY SANTAFE HEALTHCARE, INC. AND THEIR COMPENSATION AND BENEFITS ARE APPORTIONED AND CHARGED TO THE RESPECTIVE AFFILIATES BASED ON THE ESTIMATED AMOUNT OF TIME SPENT ON EACH AFFILIATE'S ACTIVITIES. SCHEDULE J, PART II, COLUMN C: LAWRENCE G SCHREIBER AND STEVEN M ZIEGLER ARE EMPLOYEES OF SANTAFE HEALTHCARE, INC. AS A RESULT OF THE SALE OF AVMED, INC. AS DESCRIBED IN SCHEDULE O, MR. SCHREIBER AND MR. ZIEGLER EARNED ADDITIONAL COMPENSATION PAYABLE IN 2023 AND 2024, WHICH IS CONTINGENT UPON THEIR EMPLOYMENT BY SANTAFE HEALTHCARE, INC. THE ADDITIONAL COMPENSATION WILL BE PAID ENTIRELY BY SANTAFE HEALTHCARE, INC. AND WILL NOT BE ALLOCATED OR CHARGED TO AVMED, INC. THE ADDITIONAL COMPENSATION IS REPORTED AS DEFERRED IN SCHEDULE J, PART II, COLUMN C FOR MR. SCHREIBER AND MR. ZIEGLER AND TOTALS $5,000,000 AND $841,177, RESPECTIVELY. FORM 990, PART VI, SECTION A, LINE 4 ON DECEMBER 31, 2022, SENTARA HEALTHCARE, A VIRGINIA NONSTOCK CORPORATION EXEMPT FROM TAXATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, ACQUIRED CONTROL OF AVMED FROM SANTAFE HEALTHCARE, INC. CONTROL OF AVMED WAS ACQUIRED PURSUANT TO THE TRANSFER OF GOVERNANCE RIGHTS AGREEMENT BETWEEN AVMED, SANTAFE HEALTHCARE, INC., AND SENTARA HEALTHCARE. SENTARA HEALTHCARE, THROUGH ITS DIRECT WHOLLY OWNED SUBSIDIARY SENTARA HOLDINGS FLORIDA, LLC, MAINTAINS ULTIMATE CONTROL OF AVMED THROUGH THE ELECTION OF THE BOARD OF DIRECTORS. AVMED'S GOVERNING DOCUMENTS, INCLUDING THE ARTICLES OF INCORPORATION AND BYLAWS, WERE AMENDED AND RESTATED DUE TO THIS CHANGE IN CONTROL. FORM 990, PART VI, SECTION A, LINE 6 AS OF DECEMBER 31, 2022, THE ORGANIZATION'S SOLE MEMBER IS SENTARA HOLDINGS FLORIDA, LLC, A FLORIDA LIMITED LIABILITY COMPANY AND A DIRECT WHOLLY OWNED SUBSIDIARY OF SENTARA HEALTHCARE, A VIRGINIA NONSTOCK CORPORATION AND SECTION 501(C)(3) TAX-EXEMPT ENTITY. FORM 990, PART VI, SECTION A, LINE 7A PRIOR TO THE TRANSACTION DESCRIBED ABOVE IN SCHEDULE O, PART VI, SECTION A, LINE 4, AVMED'S ARTICLES OF INCORPORATION AND BYLAWS STATED THAT THE SANTAFE HEALTHCARE, INC. BOARD OF DIRECTORS SHALL CONSTITUTE THE ORGANIZATION'S BOARD OF DIRECTORS. THE AMENDED AND RESTATED ARTICLES OF INCORPORATION AND BYLAWS STATE THAT SENTARA HEALTHCARE, THROUGH ITS DIRECT WHOLLY OWNED SUBSIDIARY SENTARA HOLDINGS FLORIDA, LLC, HAS CONTROL TO APPOINT AVMED'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B PRIOR TO THE TRANSACTION DESCRIBED ABOVE IN SCHEDULE O, PART VI, SECTION A, LINE 4, THE SANTAFE HEALTHCARE, INC. BOARD OF DIRECTORS CONSTITUTED THE ORGANIZATION'S BOARD OF DIRECTORS, WHICH MADE ALL GOVERNANCE DECISIONS OF THE ORGANIZATION. THE SANTAFE HEALTHCARE, INC. BOARD OF DIRECTORS HAD THE POWER AND AUTHORITY TO ESTABLISH COMMITTEES, TO ELECT AND REMOVE OFFICERS, TO APPROVE AMENDMENTS OF THE ORGANIZATION'S GOVERNING DOCUMENTS, AND TO MODIFY, AMEND, RESCIND, OR REPEAL ANY ACTION TAKEN BY THE ORGANIZATION'S BOARD OF DIRECTORS. AS OF DECEMBER 31, 2022, SENTARA HEALTHCARE, THROUGH ITS DIRECT WHOLLY OWNED SUBSIDIARY SENTARA HOLDINGS FLORIDA, LLC, HAS THE POWER AND AUTHORITY TO AMEND, RESCIND, OR REPEAL ANY ACTION TAKEN BY THE ORGANIZATION'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION USED IN-HOUSE TAX DEPARTMENT PERSONNEL, WHO ARE LICENSED CERTIFIED PUBLIC ACCOUNTANTS, TO PREPARE AND REVIEW ITS FORM 990. DURING THE PREPARATION AND REVIEW PROCESS, THE TAX DEPARTMENT WORKED CLOSELY WITH OTHER DEPARTMENTS, SUCH AS LEGAL, HUMAN RESOURCES, COMPLIANCE, FINANCE, AND MARKETING, TO ENSURE THAT A COMPLETE AND ACCURATE RETURN WAS FILED. FOLLOWING INTERNAL PREPARATION AND REVIEW, PWC US TAX LLP REVIEWED THE FORM 990. A COPY OF THE ORGANIZATION'S FORM 990, AS ULTIMATELY FILED WITH THE IRS, WAS PROVIDED TO EACH VOTING MEMBER OF SENTARA HEALTHCARE'S GOVERNING BODY BEFORE SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C AVMED, INC. HAS A PROCEDURE FOR MONITORING AND ENFORCING COMPLIANCE WITH ITS CORPORATE CONFLICT OF INTEREST POLICY (POLICY). EACH COVERED PERSON SHALL RECEIVE A COPY OF THE POLICY FOR REVIEW AND SUBMIT AN AFFIRMATION WHICH IS ATTACHED TO THE CODE OF ETHICAL BUSINESS CONDUCT. ADDITIONALLY, EACH COVERED PERSON ENGAGED IN MAKING OR INFLUENCING DECISIONS SHALL COMPLETE A QUESTIONNAIRE CONCERNING CONFLICTS OF INTEREST ANNUALLY. THE PROCEDURE DETAILS THAT THE CORPORATE SECRETARY HAS RESPONSIBILITY FOR DELIVERY OF THE POLICY TO DIRECTORS AND OFFICERS AND RECEIPT OF THEIR AFFIRMATIONS AND QUESTIONNAIRES. THE HUMAN RESOURCES DEPARTMENT SHALL OBTAIN THE AFFIRMATION AND QUESTIONNAIRE FROM EVERY NEW EMPLOYEE AT ORIENTATION. THE HUMAN RESOURCES DEPARTMENT SHALL ALSO OBTAIN THE AFFIRMATION FROM ALL EMPLOYEES AND THE CONFLICT OF INTEREST QUESTIONNAIRE FROM APPLICABLE EMPLOYEES ANNUALLY. MEMBERS OF CORPORATE ADVISORY BOARDS SUBMIT THE AFFIRMATION AND QUESTIONNAIRE TO THE CHIEF COMPLIANCE OFFICER. ANNUAL CONFLICT OF INTEREST STATEMENTS ARE REVIEWED BY INTERNAL STAFF TO ENSURE RECORDS ARE COMPLETE. AS PART OF THE CORPORATE CONTRACT REVIEW PROCESS, CONSIDERATION IS GIVEN TO ANY POTENTIAL CONFLICTS OF INTEREST INVOLVING OPERATIONAL OR FINANCIAL TRANSACTIONS. ALL EMPLOYEES ARE EXPECTED TO DISCLOSE ANY POTENTIAL OR ACTUAL CONFLICTS. INITIAL REVIEW OF EMPLOYEE QUESTIONNAIRES WILL BE PERFORMED BY THE HUMAN RESOURCES DEPARTMENT AND AFFILIATE COMPLIANCE OFFICER, WITH REVIEW OF ANY DISCLOSURES BY THE CHIEF COMPLIANCE OFFICER WHO WILL EVALUATE, MAKE NECESSARY INQUIRIES, AND INVESTIGATE ALTERNATIVES. BOARD MEMBERS SHALL DISCLOSE ANY POTENTIAL OR ACTUAL CONFLICTS TO THE CHAIRPERSON OF THE BOARD, AND THE CHAIRPERSON OR CHIEF COMPLIANCE OFFICER SHALL EVALUATE CONFLICT DISCLOSURES AND, IF APPROPRIATE, INVESTIGATE ALTERNATIVES AND REPORT TO DISINTERESTED BOARD MEMBERS FOR RESOLUTION. THE MINUTES OF THE BOARD OR ANY COMMITTEE MEETING AT WHICH A POTENTIAL OR ACTUAL CONFLICT OF INTEREST IS DISCLOSED OR DISCUSSED SHALL REFLECT THE NAME OF THE INTERESTED PARTY, THE NATURE OF THE CONFLICT, THE DELIBERATIONS AND THE RESOLUTION OF THE CONFLICT. IF IT IS DETERMINED THAT A COVERED PERSON HAS FAILED TO COMPLY WITH THE POLICY, THE CHIEF COMPLIANCE OFFICER OR THE CHAIRPERSON SHALL TAKE APPROPRIATE ACTION, WHICH MAY INCLUDE REMOVAL FROM OFFICE OR TERMINATION OF EMPLOYMENT. FORM 990, PART VI, SECTION B, LINE 15 LAWRENCE G SCHREIBER IS THE CHIEF EXECUTIVE OFFICER (CEO) OF AVMED, INC.(THROUGH 12/31/2022). MR. SCHREIBER IS COMPENSATED BY SANTAFE HEALTHCARE, INC., A RELATED SUPPORTING ORGANIZATION. SANTAFE HEALTHCARE, INC. UTILIZES THE FOLLOWING PROCESS TO ESTABLISH THE CEO'S COMPENSATION AND BENEFITS: THE SANTAFE HEALTHCARE, INC. BOARD OF DIRECTORS ANNUALLY RETAINS AN INDEPENDENT THIRD PARTY COMPENSATION AND BENEFITS CONSULTING FIRM (FIRM) TO CONDUCT A MARKET COMPETITIVENESS REVIEW OF THE CEO'S TOTAL DIRECT COMPENSATION (BASE SALARY, ANNUAL INCENTIVES, AND LONG TERM INCENTIVES) AND BENEFITS. THE COMPETITIVE ANALYSIS INCLUDES COMPARISON TO SIMILAR POSITIONS IN COMPANIES OF SIMILAR SIZE WITHIN THE SAME OR SIMILAR INDUSTRY. AFTER COMPLETION OF ITS REVIEW, THE FIRM MAKES RECOMMENDATIONS, IF ANY, DIRECTLY TO THE SANTAFE HEALTHCARE, INC. BOARD OF DIRECTORS. THE BOARD OF DIRECTORS ESTABLISHES THE FINAL COMPENSATION AND BENEFIT PACKAGE FOR THE CEO TAKING INTO CONSIDERATION THE MARKET COMPETITIVENESS REVIEW AND FINAL RECOMMENDATION OF THE FIRM. THE FIRM PROVIDES AN OPINION LETTER REGARDING THE REASONABLENESS OF THE CEO'S FINAL COMPENSATION AND BENEFITS PACKAGE. THE ACTIONS OF THE BOARD ARE DOCUMENTED IN THE MINUTES OF THE BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 15B: THE PROCESS FOR DETERMINING COMPENSATION FOR OTHER LISTED PERSONS OF AVMED, INC. IS AS FOLLOWS: THE BOARD OF DIRECTORS ANNUALLY RETAINS AN INDEPENDENT THIRD PARTY COMPENSATION AND BENEFITS CONSULTING FIRM (FIRM) TO CONDUCT A MARKET COMPETITIVENESS REVIEW OF ALL AVMED, INC. NON-DIRECTOR OFFICERS AND KEY EMPLOYEES' TOTAL DIRECT COMPENSATION (BASE SALARY, ANNUAL INCENTIVES, AND LONG-TERM INCENTIVES) AND BENEFITS. THE COMPETITIVE ANALYSIS INCLUDES COMPARISONS TO SIMILAR POSITIONS IN COMPANIES OF SIMILAR SIZE WITHIN THE SAME OR SIMILAR INDUSTRY. AFTER COMPLETION OF ITS REVIEW, THE FIRM MAKES RECOMMENDATIONS, IF ANY, DIRECTLY TO THE BOARD OF DIRECTORS. THE FIRM PROVIDES AN OPINION LETTER REGARDING THE REASONABLENESS OF TOTAL DIRECT COMPENSATION AND EXECUTIVE BENEFITS. THE ACTIONS OF THE BOARD ARE DOCUMENTED IN THE MINUTES OF THE BOARD MEETINGS. THE BOARD OF DIRECTORS REGULARLY RETAINS AN INDEPENDENT THIRD PARTY CONSULTANT TO CONDUCT A MARKET COMPETITIVENESS REVIEW OF THE BOARD OF DIRECTORS' (INCLUDING OFFICER POSITIONS) COMPENSATION. THE COMPETITIVENESS ANALYSIS INCLUDES COMPARISONS TO BOTH NOT-FOR-PROFIT AND PUBLIC COMPANY (EXCLUDING EQUITY COMPONENT) DATA FOR COMPANIES WITHIN THE SAME OR SIMILAR INDUSTRY. ANY COMPENSATION CHANGES ARE APPROVED BY THE BOARD OF DIRECTORS BASED ON THE MARKET COMPETITIVENESS STUDY. FORM 990, PART VI, SECTION C, LINE 19 AVMED, INC.'S PROCEDURE FOR MAKING VARIOUS DOCUMENTS AVAILABLE TO THE PUBLIC IS AS FOLLOWS: THE ARTICLES OF INCORPORATION CAN BE ACCESSED DIRECTLY THROUGH THE FLORIDA DEPARTMENT OF STATE, DIVISION OF CORPORATIONS WEBSITE AT WWW.SUNBIZ.ORG. AVMED, INC.'S CONFLICT OF INTEREST POLICY IS INCLUDED IN ITS CODE OF ETHICAL BUSINESS CONDUCT AND IS AVAILABLE TO THE GENERAL PUBLIC AT HTTP://WWW.AVMED.ORG. AVMED, INC. DID NOT OTHERWISE MAKE ITS GOVERNING DOCUMENTS, INCLUDING BYLAWS, AVAILABLE TO THE PUBLIC. THE FLORIDA OFFICE OF INSURANCE REGULATION SERVES AS THE OVERSIGHT AND LICENSING ENTITY FOR FLORIDA HEALTH MAINTENANCE ORGANIZATIONS AND CONDUCTS ROUTINE AND REGULAR EXAMINATIONS OF THE FINANCIAL AND OPERATING CONDITIONS OF LICENSED ENTITIES. THE EXAMINATION REPORTS INCLUDE STATUTORY-BASIS FINANCIAL STATEMENT DETAILS AND ANALYSIS, AS WELL AS EVALUATION AND OPINIONS ON THE ENTITY'S GOVERNING DOCUMENTS AND GOVERNING BODY OPERATIONS AND MEETINGS. THE GENERAL PUBLIC HAS ACCESS TO THE FULL EXAMINATION REPORTS AT HTTP://WWW.FLOIR.COM/SECTIONS/LANDH/MANAGEDCARE/IS_MC_FINANCIAL_EXAMS.ASPX. AVMED, INC. DID NOT OTHERWISE MAKE ITS AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART VII, SECTION A, LINE 1A: CERTAIN SENIOR EXECUTIVES ARE ACCOUNTABLE FOR AND PERFORM SERVICES FOR SANTAFE HEALTHCARE, INC. AND EACH OF ITS AFFILIATES. SANTAFE HEALTHCARE, INC. AND AFFILIATES REPRESENT A DIVERSIFIED FAMILY OF NOT-FOR-PROFIT ORGANIZATIONS. THESE SENIOR EXECUTIVES ARE PAID DIRECTLY BY SANTAFE HEALTHCARE, INC. AND THEIR COMPENSATION AND BENEFITS ARE APPORTIONED AND CHARGED TO THE RESPECTIVE AFFILIATES BASED ON THE ESTIMATED AMOUNT OF TIME SPENT ON EACH AFFILIATE'S ACTIVITIES. FORM 990, PART VII, SECTION A, COLUMN F: LAWRENCE G SCHREIBER AND STEVEN M ZIEGLER ARE EMPLOYEES OF SANTAFE HEALTHCARE, INC. AS A RESULT OF THE SALE OF AVMED, INC. AS DESCRIBED IN SCHEDULE O, MR. SCHREIBER AND MR. ZIEGLER EARNED ADDITIONAL COMPENSATION PAYABLE IN 2023 AND 2024, WHICH IS CONTINGENT UPON THEIR EMPLOYMENT BY SANTAFE HEALTHCARE, INC. THE ADDITIONAL COMPENSATION WILL BE PAID ENTIRELY BY SANTAFE HEALTHCARE, INC. AND WILL NOT BE ALLOCATED OR CHARGED TO AVMED, INC. THE ADDITIONAL COMPENSATION IS REPORTED AS OTHER COMPENSATION IN FORM 990, PART VII, SECTION A, COLUMN F FOR MR. SCHREIBER AND MR. ZIEGLER AND TOTALS $5,000,000 AND $841,177, RESPECTIVELY. FORM 990, PART IX, LINE 11G HEALTH CARE SERVICES : PROGRAM SERVICE EXPENSES 811,513,300. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 811,513,300. AGENT/BROKER COMMISSIONS AND INCENT : PROGRAM SERVICE EXPENSES 21,014,041. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 21,014,041. HEALTH CARE CONSULTING AND OUTSIDE : PROGRAM SERVICE EXPENSES 8,176,326. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,176,326. TEMPORARY HELP : PROGRAM SERVICE EXPENSES 836,494. MANAGEMENT AND GENERAL EXPENSES 188,387. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,024,881. RECRUITING AND TESTING SERVICES : PROGRAM SERVICE EXPENSES 97. MANAGEMENT AND GENERAL EXPENSES 227,207. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 227,304. CONSULTING AND OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 3,399,119. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,399,119. FORM 990, PART XI, LINE 9: CUMULATIVE EFFECT OF CHANGE IN ACCOUNTING PRINCIPLES 1,112,972. INVESTMENT PARTNERSHIP REVENUE REALIZED FOR TAX AND NOT FOR FIN. STATEMENTS -1,734. CAPITAL CONTRIBUTION FROM SENTARA HEALTHCARE 132,079,706. CHANGE IN INVESTMENT IN SUBSIDIARY 99,558. FORM 990, PART XII, LINE 2C: AUDIT OVERSIGHT PROCESS: THE COMPANY'S AUDIT COMMITTEE HAS NOT CHANGED ITS PROCESS FOR SELECTION OF THE INDEPENDENT ACCOUNTANT OR ITS PROCESS FOR MANAGING THE AUDIT. SENTARA HEALTHCARE 6015 POPLAR HALL DR NORFOLK VA 23502 521271901 HEALTH CARE VA 501(C)(3) 7 N/A 0 SANTAFE HEALTHCARE INC PO BOX 749 GAINESVILLE FL 326270749 592317607 MANAGEMENT AND FINANCIAL SUPPORT FOR NOT-FOR-PROFIT AFFILIATES FL 501(C)(3) 12B TYPE II N/A 0 NORTH FLORIDA RETIREMENT VILLAGE INC PO BOX 749 GAINESVILLE FL 326270749 591912330 RETIREMENT COMMUNITY FL 501(C)(3) 10 SANTAFE HEALTHCARE INC 0 NORTH CENTRAL FLORIDA HOSPICE INC PO BOX 749 GAINESVILLE FL 326270749 592490893 HOSPICE CARE FL 501(C)(3) 10 SANTAFE HEALTHCARE INC 0 SANTAFE SENIOR LIVING INC PO BOX 749 GAINESVILLE FL 326270749 203700526 MANAGEMENT AND FINANCIAL SUPPORT FOR NOT-FOR-PROFIT AFFILIATES FL 501(C)(3) 12B TYPE II SANTAFE HEALTHCARE INC 0 BVG ACQUISITION INC PO BOX 749 GAINESVILLE FL 326270749 203701186 RETIREMENT COMMUNITY FL 501(C)(3) 10 SANTAFE HEALTHCARE INC 0 EAST RIDGE RETIREMENT VILLAGE INC PO BOX 749 GAINESVILLE FL 326270749 590903331 RETIREMENT COMMUNITY FL 501(C)(3) 10 SANTAFE HEALTHCARE INC 0 BONITA SPRINGS RETIREMENT VILLAGE INC PO BOX 749 GAINESVILLE FL 326270749 262386152 RETIREMENT COMMUNITY FL 501(C)(3) 10 SANTAFE HEALTHCARE INC 0 SANTAFE SENIOR LIVING FOUNDATION INC PO BOX 749 GAINESVILLE FL 326270749 264464727 CHARITABLE AND EDUCATIONAL PURPOSES FL 501(C)(3) 7 SANTAFE HEALTHCARE INC 0 HFK CARE CORPORATION PO BOX 749 GAINESVILLE FL 326270749 592386289 HOSPICE CARE & HOME HEALTH CARE FL 501(C)(3) 7 SANTAFE HEALTHCARE INC 0 HAVEN FOUNDATION INC 4200 NW 90TH BLVD GAINESVILLE FL 326069945 850863879 CHARITABLE & EDUCATIONAL PURPOSES FL 501(C)(3) 12A TYPE 1 NORTH CENTRAL FLORIDA HOSPICE INC 0 SF HOLDING CORP INC PO BOX 749 GAINESVILLE FL 326270749 592903901 HOLDING COMPANY FL N/A C 0 AVMED ADMINISTRATORS INC PO BOX 749 GAINESVILLE FL 326270749 842931956 THIRD PARTY ADMINISTRATIVE SERVICES FL AVMED INC C 1.00000 1 0 0 1 0 0 0 1 0 0 1 0 1 1 1 0 1 1 0 1 AVMED ADMINISTRATORS INC S 256673 CASH VALUE SCHEDULE R, PART II ON DECEMBER 31, 2022, SENTARA HEALTHCARE, A VIRGINIA TAX-EXEMPT CORPORATION, ACQUIRED CONTROL OF AVMED, INC. FROM SANTAFE HEALTHCARE, INC. SENTARA HEALTHCARE IS THEREFORE LISTED ON SCHEDULE R, PART II FOR 2022. SEE SCHEDULE O FOR ADDITIONAL INFORMATION.