2024-11-08T14:44:35-06:00 2023-12-31 WithumSmithBrown PC 1835 MARKET STREET STE 1710 PHILADELPHIA PA 19103 990 2023-01-01 232379751 HEALTH PARTNERS PLANS INC % EUGENE T DIEBOLD HEAL 2159914180 1101 Market Street Suite 3000 PHILADELPHIA PA 19107 kevin clancy CFO 2158499606 2024-11-04 true true Scott J Mariani P00642486 2155462140 2023 2024-10-15 13:58:12Z X JEFFERSON HEALTH PLANS DENISE M NAPIER 1101 Market Street Ste 3000 PHILADELPHIA PA 19107 2534117902 false X www.jeffersonhealthplans.com X 1987 PA LICENSED HMO COMMITTED TO BUILDING HEALTHIER LIVES AND STRONGER COMMUNITIES. 7 3 1068 0 0 0 0 0 2139236700 2511446566 7436479 22476121 0 0 2146673179 2533922687 0 0 0 0 99882281 111390471 0 0 0 2007084461 2375356890 2106966742 2486747361 39706437 47175326 782878996 812680598 521696123 498444019 261182873 314236579 X TO BUILD HEALTHIER LIVES AND STRONGER COMMUNITIES. HEALTH PARTNERS PLANS IS AN AWARD-WINNING, NOT-FOR-PROFIT HEALTH MAINTENANCE ORGANIZATION SERVING PENNSYLVANIA RESIDENTS. FOR ADDITIONAL INFORMATION PLEASE REFER TO SCHEDULE O. false false 1767163081 0 2234199000 HEALTH PARTNERS IS OUR MEDICAID PLAN THAT SERVES PENNSYLVANIANS WITH LOW OR NO INCOME. WHILE WE COVER DOCTOR VISITS, PRESCRIPTIONS, IMMUNIZATIONS, EYE EXAMS AND HOSPITALIZATIONS, WE ALSO PROMOTE HEALTH AND WELLNESS WITH EXTRA BENEFITS. PLEASE REFER TO SCHEDULE O FOR ADDITIONAL INFORMATION. 225726340 0 259492454 HEALTH PARTNERS MEDICARE OFFERS THREE MEDICARE ADVANTAGE PLANS ALL DESIGNED TO MEET YOUR UNIQUE HEALTHCARE NEEDS. OUR MEDICARE ADVANTAGE PLANS PROVIDE MORE BENEFITS THAN ORIGINAL MEDICARE WITH NO OR LOW MONTHLY PLAN PREMIUMS. PLEASE REFER TO SCHEDULE O FOR ADDITIONAL INFORMATION. 15292080 0 17755112 THE CHILDREN'S HEALTH INSURANCE PROGRAM (CHIP), BROUGHT TO YOU BY KIDZPARTNERS, PROVIDES PENNSYLVANIA CHILDREN (UP TO AGE 19) WITH FREE OR LOW-COST HEALTH COVERAGE, DEPENDING ON FAMILY SIZE AND INCOME. PLEASE REFER TO SCHEDULE O FOR ADDITIONAL INFORMATION. 0 0 0 2008181501 false false false false false false false false false true false false false true false true true false false false false false false false false false false false true false false false false false false false false false false false false true true true true false true X 722 0 true 1068 true false false false false false false true false X 7 3 false false false false true true false true true false false true true true true true true true true false X EUGENE T DIEBOLD 2159914249 1101 MARKET STREET SUITE 3000 PHILADELPHIA PA 19107 X Denise M Napier RN President & CEO 40.0 0.0 X 1299311 0 139163 Joseph T Brand COO & SVP NEW BUS (TERM 7/23) 40.0 0.0 X 868942 0 42314 Kevin Clancy SVP & CFO 40.0 0.0 X 658126 0 83321 Christopher McTiernan CHIEF OPERATING OFF (EFF 7/23) 40.0 0.0 X 597316 0 60104 Katherine A Behan MD Director (TERM 2/23) 55.0 0.0 X 0 603523 17402 Anna Flattau MD Director 55.0 0.0 X 0 560673 13212 Johnna W Baker Esq Chief Legal Officer 40.0 0.0 X 481140 0 70437 Carol Potts SVP HEALTH CARE DATA ANALYTICS 40.0 0.0 X 500413 0 49152 Daniel Paquin CSO & CTO (TERM 7/23) 40.0 0.0 X 475016 0 42281 Catherine Bird CHIEF ADMIN. & DIVERSITY OFF. 40.0 0.0 X 437180 0 68483 Kearline Jones LLD VP GOVT AFFAIRS&STATE PROG MGR 40.0 0.0 X 437932 0 46303 Eugene T Diebold VP Finance 40.0 0.0 X 399739 0 43672 Ramesh J Vangala Former Key Employee 40.0 0.0 X 269394 0 19606 Clarence Armbrister Director 5.0 0.0 X 13213 0 0 Loree D Jones Vice Chair - Director 5.0 0.0 X X 12300 0 0 Cynthia Figueroa Director 5.0 0.0 X 9800 0 0 Joseph G Cacchione MD Chair - Director 60.0 0.0 X X 0 0 0 John Mordach Treasurer-Director (EFF 6/23) 55.0 0.0 X X 0 0 0 Baligh Yehia MD Director 55.0 0.0 X 0 0 0 Michael B Walsh Treasurer-Director (TERM 6/23) 55.0 0.0 X X 0 0 0 Kenneth D Levitan Director (TERM 2/23) 55.0 0.0 X 0 0 0 CRISTINA G CAVALIERI ESQ SECRETARY 60.0 0.0 X 0 0 0 6459822 1164196 695450 264 true true false UST HEALTHPROOF INC 5 Polaris Way ALISO VIEJO CA 92656 CORE SYS DEVELOPMENT 7316250 INOVALON INC 4321 Collington Road BOWIE MD 20716 IN HOME VISITS 4370865 HARMELIN AND ASSOCIATES INC 525 Righters Ferry ROAD BALA CYNWYD PA 19004 ADVERTISING 3404262 HEALTH MANAGEMENT SYSTEMS INC PO BOX 27151 NEW YORK NY 10087 CLAIMS RECOVERIES 3003798 CHANGE HEALTHCARE LLC 21987 NETWORK PLACE CHICAGO IL 606731219 CLAIMS CLEARINGHOUSE 2411549 69 0 MEDICAID 524114 1959143007 1959143007 MEDICAID & CHIP PREMIUM NON-RISK 524114 277721327 277721327 MEDICARE 524114 259492454 259492454 CHIP 524114 15089778 15089778 2511446566 22671336 22671336 0 0 0 0 0 195215 -195215 -195215 -195215 0 0 0 0 0 0 0 0 0 0 2533922687 2511446566 22476121 0 0 0 0 4289573 4289573 0 86047326 86047326 5018129 5018129 9447916 9447916 6587527 6587527 0 91397 91397 683375 683375 91615 91615 0 313000 313000 33297832 33297832 7001306 7001306 4637502 4637502 10829650 10829650 0 6867294 6867294 254399 254399 0 42176 42176 837948 837948 0 7453286 7453286 1291981 1291981 MEDICAL SERVICES 2008181501 2008181501 DHS ASSESSMENT 277721327 277721327 REINSURANCE PREMIUMS 9475157 9475157 MEDICARE SELLING EXPENSE 2420556 2420556 3865588 3865588 2486747361 2008181501 478565860 0 3981 100 389068211 393714739 0 0 192256113 209117341 0 0 0 0 0 0 0 0 5973651 5513821 102237754 74323824 31780070 27913930 128885537 140914714 0 0 0 0 0 0 34911433 35505953 782878996 812680598 422804864 373838643 0 0 0 0 0 0 0 0 0 0 0 0 0 0 98891259 124605376 521696123 498444019 X 0 0 14591883 14591883 246590990 299644696 261182873 314236579 782878996 812680598 47175326 5878380 X X false true X true true true 0 0 0 0 8112743 5595024 2517719 0 51563594 26181412 25382182 0 42561417 42547388 14029 27913930 0 DUE TO AFFILIATES 97281870 SURPLUS NOTES 20251801 DEFERRED RENT LIABILITY 1383021 DUE TO THIRD PARTY PAYORS 5688684 124605376 2530012910 5878380 5878380 2524134530 313000 9475157 9788157 2533922687 2476959204 2476959204 313000 9475157 9788157 2486747361 SCHEDULE D, PART XI AND PART XII PLEASE NOTE, THE ORGANIZATION'S 2023 AUDITED FINANCIAL STATEMENTS ARE ON THE STATUTORY BASIS. THE RECONCILIATIONS INCLUDED IN SCHEDULE D, PART XI AND PART XII WERE PERFORMED ON THE GENERALLY ACCEPTED ACCOUNTING PRINCPLES ("GAAP") BASIS. SCHEDULE D, PART XI; LINE 4B OTHER AMOUNTS INCLUDED ON FORM 990, PART VIII, LINE 12, BUT NOT LINE 1 INCLUDE: - REINSURANCE PREMIUM RECLASS - $9,475,157. SCHEDULE D, PART XII; LINE 4B OTHER AMOUNTS INCLUDED ON FORM 990, PART IX, LINE 25, BUT NOT ON LINE 1 INCLUDE: - REINSURANCE PREMIUM RECLASS - $9,475,157. X X X X true true false false false false false true false Denise M Napier RN President & CEO 719997 0 575750 0 3564 0 102667 0 36496 0 1438474 0 0 0 Joseph T Brand COO & SVP NEW BUS (TERM 7/23) 230086 0 482936 0 155920 0 39684 0 2630 0 911256 0 0 0 Kevin Clancy SVP & CFO 421710 0 232852 0 3564 0 48900 0 34421 0 741447 0 0 0 Christopher McTiernan CHIEF OPERATING OFF (EFF 7/23) 412268 0 183864 0 1184 0 46830 0 13274 0 657420 0 0 0 Katherine A Behan MD Director (TERM 2/23) 0 61859 0 107253 0 434411 0 0 0 17402 0 620925 0 0 Anna Flattau MD Director 0 376468 0 168220 0 15985 0 0 0 13212 0 573885 0 0 Johnna W Baker Esq Chief Legal Officer 324994 0 153824 0 2322 0 35146 0 35291 0 551577 0 0 0 Carol Potts SVP HEALTH CARE DATA ANALYTICS 341644 0 155205 0 3564 0 38993 0 10159 0 549565 0 0 0 Daniel Paquin CSO & CTO (TERM 7/23) 185563 0 143820 0 145633 0 21631 0 20650 0 517297 0 0 0 Catherine Bird CHIEF ADMIN. & DIVERSITY OFF. 298223 0 138495 0 462 0 34835 0 33648 0 505663 0 0 0 Kearline Jones LLD VP GOVT AFFAIRS&STATE PROG MGR 299025 0 136774 0 2133 0 31300 0 15003 0 484235 0 0 0 Eugene T Diebold VP Finance 255215 0 143434 0 1090 0 21087 0 22585 0 443411 0 0 0 Ramesh J Vangala Former Key Employee 218436 0 49920 0 1038 0 16867 0 2739 0 289000 0 0 0 SCHEDULE J, PART I; QUESTION 4A THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS DURING CALENDAR YEAR 2023 WHICH WERE INCLUDED IN EACH INDIVIDUAL'S 2023 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: JOSEPH T. BRAND, $154,750; KATHERINE A. BEHAN, M.D., $434,411 AND DANIEL PAQUIN, $144,023. SCHEDULE J, PART I; QUESTION 4B THE AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN B(III) FOR THE FOLLOWING INDIVIDUAL INCLUDES CURRENT YEAR VESTING IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN) AS THE AMOUNT Was NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. THE AMOUNT OUTLINED HEREIN WAS INCLUDED IN HER 2023 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: ANNA FLATTAU, M.D., $1,073. THE DEFERRED COMPENSATION AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN C FOR THE FOLLOWING INDIVIDUAL INCLUDES UNVESTED BENEFITS IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN) WHICH ARE SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, THE INDIVIDUAL MAY NEVER ACTUALLY RECEIVE THIS UNVESTED BENEFIT AMOUNT. THE AMOUNT OUTLINED HEREIN WAS NOT INCLUDED IN THIS INDIVIDUAL'S 2023 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: DENISE M. NAPIER, RN, $53,767. SCHEDULE J, PART I; QUESTION 7 THE INDIVIDUALS INCLUDED IN SCHEDULE J, PART II RECEIVED A BONUS DURING CALENDAR YEAR 2023 WHICH WAS INCLUDED IN SCHEDULE J, PART II, COLUMN B(II) HEREIN AND IN EACH INDIVIDUAL'S 2023 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES. PLEASE REFER TO THIS SECTION OF THE FORM 990, SCHEDULE J FOR THIS INFORMATION BY PERSON BY AMOUNT. CORE FORM, PART I, BOX C Effective July 1, 2023, the organization filed a fictitious name with the with the Pennsylvania Department of State and began doing business as (d/b/a) Jefferson Health Plans. Please note, the organization's legal name is still Health Partners Plans, Inc. CORE FORM, PART I, LINES 3 & 4 AND PART VI, SECTION A; QUESTIONS 1A & 1B THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"). THOMAS JEFFERSON UNIVERSITY IS THE TAX-EXEMPT PARENT ENTITY OF THE SYSTEM. ALTHOUGH THIS FEDERAL FORM 990 SHOWS A MINORITY OF INDEPENDENT MEMBERS OF THE ORGANIZATION'S GOVERNING BODY UNDER THE INTERNAL REVENUE CODE DEFINITION, THIS ORGANIZATION ACTS IN A CHARITABLE TAX-EXEMPT MANNER FOR PURPOSES OF INTERNAL REVENUE CODE SECTION 501(C)(4) AND IS ULTIMATELY CONTROLLED BY THOMAS JEFFERSON UNIVERSITY. THOMAS JEFFERSON UNIVERSITY IS GOVERNED BY A BOARD WHOSE MAJORITY IS COMPRISED OF INDEPENDENT VOTING MEMBERS. CORE FORM, PART III; LINE 1 HEALTH PARTNERS PLANS, INC.("HPP") IS A NOT-FOR-PROFIT MANAGED CARE COMPANY THAT IS COMMITTED TO IMPROVING HEALTH OUTCOMES FOR MORE THAN 363,000 MEMBERS. HPP OFFERS MEDICAID AND CHIP PLANS UNDER THE HEALTH PARTNERS PLANS BRAND AND MEDICARE ADVANTAGE. OUR HEALTH PARTNERS PLANS MEDICAID AND HEALTH PARTNERS PLANS CHIP (MARKETED AS KIDZPARTNERS) PLANS ARE AVAILABLE TO QUALIFYING PENNSYLVANIA RESIDENTS. OUR JEFFERSON HEALTH PLANS MEDICARE ADVANTAGE PLANS ARE OFFERED IN SELECT COUNTIES IN PENNSYLVANIA AND NEW JERSEY. HPP REMAINS COMMITTED TO LIVING OUR MISSION OF BUILDING HEALTHIER LIVES AND STRONGER COMMUNITIES. OUR VISION IS TO CONNECT WITH THE HEARTS AND MINDS OF THOSE WE SERVE, IMPROVING THE HEALTH OUTCOMES FOR OUR MEMBERS, OPERATING WITH RESPECT AND DIGNITY, WHILE CULIVATING INCLUSIVTY AND BELONGING. 1) HEALTH PARTNERS PLANS MEDICAID SERVES PENNSYLVANIANS WITH LOW OR NO INCOME AND THOSE WITH DISABILITIES. HPP SERVES MORE THAN 338,000 MEDICAL ASSISTANCE (MEDICAID) MEMBERS THROUGHOUT PENNSYLVANIA. MANY OF THESE MEMBERS ARE CHILDREN AND ADOLESCENTS. 2) HPP'S CHILDREN'S HEALTH INSURANCE PROGRAM (CHIP) PLAN PROVIDES COVERAGE FOR CHILDREN UP TO AGE 19 WHO ARE UNINSURED AND NOT ELIGIBLE FOR MEDICAL ASSISTANCE OR MEDICAID. HPP's CHIP Plan PROVIDES ACCESS TO QUALITY HEALTH CARE TO MORE THAN 11,000 CHILDREN AND TEENS. 3) JEFFERSON HEALTH PLANS MEDICARE ADVANTAGE SERVES MORE THAN 13,000 MEMBERS IN PENNSYLVANIA AND NEW JERSEY. WE OFFER MEDICARE ADVANTAGE PLANS TO MEET MEMBERS' COST AND COVERAGE NEEDS, INCLUDING PRESCRIPTION DRUG COVERAGE AND A HOST OF OTHER BENEFITS. WE ALSO OFFER A D-SNP PLAN IN PENNSYLVANIA FOR PEOPLE WHO ARE ELIGIBLE FOR BOTH MEDICAID AND MEDICARE. OUR AWARD WINNING PROGRAMS AND SERVICES ARE NATIONALLY RECOGNIZED FOR INNOVATIONS IN MANAGED CARE, ADDITIONALLY, WE WERE THE FIRST PLAN IN THE COUNTRY TO BE AWARDED AND CONTINUE TO HOLD THE NATIONAL COMMITTEE ON QUALITY ASSURANCE'S (NCQA'S) MULTICULTURAL HEALTH CARE DISTINCTION DESIGNATION. WE RECEIVED THE AMERICAN DIABETES ASSOCIATION (ADA) HEALTH CHAMPION DESIGNATION, THE MODERN HEALTHCARE BEST PLACES TO WORK IN HEALTHCARE DISTINCTION AND NUMEROUS COMMUNICATIONS AWARDS FOR MEMBER MATERIALS AND PROGRAMS. HPP ALSO RECEIVED A MHPA BEST PRACTICES AWARD FOR OUR ORAL HEALTH INITIATIVE. THROUGH THE PROGRAM, MEMBERS RECEIVE PHYSICAL WELL-CARE AND DENTAL PREVENTION EXAMS ON THE SAME DAY, AT THE SAME PLACE. 4) INNOVATIVE PARTNERSHIPS - DEEPLY ENGAGED IN OUR COMMUNITIES, HPP PROVIDES A VARIETY OF HEALTH AND WELLNESS RESOURCES INCLUDING HEALTH EDUCATION, FITNESS AND AFTER-SCHOOL PROGRAMS, WORKSHOPS, HEALTH SCREENINGS, AND SPONSORSHIPS OF YOUTH ENRICHMENT PROGRAMS AND NON-PROFIT ORGANIZATIONS. THE COMPANY HAS GARNERED NATIONAL ATTENTION FOR INNOVATIONS IN MANAGED CARE, INCLUDING OUR GROUNDBREAKING PARTNERSHIP WITH THE METROPOLITAN AREA NEIGHBORHOOD NUTRITION ALLIANCE (MANNA). MANNA IS A NONPROFIT ORGANIZATION THAT DESIGNS, PREPARES AND DELIVERS NUTRITIOUS, MEDICALLY APPROPRIATE MEALS TO PEOPLE BATTLING LIFE-THREATENING ILLNESSES. MANNA IS THE FIRST AGENCY TO PUBLISH PEER-REVIEWED RESEARCH ON THE IMPACT OF MEDICALLY TAILORED MEALS ON HEALTH CARE COSTS. THE PARTNERSHIP PROVIDES MANNA'S MEDICALLY TAILORED MEALS TO HPP'S MOST CHRONICALLY ILL MEDICAID AND MEDICARE MEMBERS. HPP WAS THE FIRST HEALTH PLAN TO SUPPORT THIS ENDEAVOR IN PENNSYLVANIA AND IS AMONG A SMALL NUMBER OF MANAGED CARE ORGANIZATIONS IN THE NATION TO IMPLEMENT IT ON A LARGE SCALE. HEALTH PARTNERS PRESENTED THIS PARTNERSHIP AT HARVARD AND TULANE UNIVERSITIES, AND AT CONGRESS' FOOD IS MEDICINE WORKING GROUP OF THE HOUSE HUNGER CAUCUS IN WASHINGTON, D.C. COMMUNITY ENGAGEMENT OUR COMMUNITY-SUPPORT ACTIVITIES INCLUDE: - SPONSORING SOCIAL ACTIVITIES FOR SENIORS TO ENCOURAGE SOCIAL INTERACTION AND PHYSICAL ACTIVITY - PROVIDING COMMUNITY-BASED HEALTH EDUCATION AND TRAINING ON TOPICS SUCH AS HEART DISEASE, ASTHMA, DIABETES AND OTHER CHRONIC CONDITIONS - LENDING OUR EXPERTISE TO NUMEROUS COMMUNITY ADVISORY BOARDS FOR LOCAL NON-PROFITS WITH A FOCUS ON HEALTH ISSUES, COMMUNITY CONNECTIVITY AND BEST PRACTICES IN BUSINESS AND HUMAN SERVICES - STRENGTHENING FAMILIES THROUGH PARENTING SUPPORT INITIATIVES, SUPPORTING NEW MOTHERS AND VARIOUS FATHERHOOD INITIATIVES COMMITMENT TO DIVERSITY AND INCLUSION ------------------------------------- AS AN EMPLOYER, HPP MAINTAINS A SUPPORTIVE, MULTICULTURAL ENVIRONMENT AND A STRONG SENSE OF OUR MISSION. HPP CREATED THE COMPANY'S DIVERSITY COMMITMENT BASED ON EMPLOYEE FEEDBACK, FOCUSING ON THREE KEY AREAS: COMMUNICATION AND ENGAGEMENT; TALENT DEVELOPMENT, AND TRAINING. HPP CREATES TOOLS AND PROVIDES RESOURCES TO SUPPORT THE EMPLOYEE EXPERIENCE AND CREATE SPACE FOR CRUCIAL CONVERSATIONS, FEEDBACK AND REAL-TIME SUPPORT. IN ADDITION, HPP REMAINS COMMITTED TO WORKING WITH NUMEROUS MINORITY AND WOMEN-OWNED VENDORS IN OUR SERVICE AREAS. CORE FORM, PART III; LINES 4A - 4C LINE 4A: HEALTH PARTNERS MEDICAID --------------------------------- THE COMPANY PROVIDES FOR THE PROVISION OF PHYSICAL HEALTH (INCLUDING MANDATED BEHAVIORAL-RELATED PHARMACEUTICAL COVERAGE FOR MEMBERS AS PRESCRIBED) MEDICAL ASSISTANCE (MA) PROGRAM (HEALTHCHOICES MEDICAID PROGRAM) BENEFITS TO ENROLLED MA RECIPIENTS RESIDING IN THE COMMONWEALTH OF PENNSYLVANIA (ALL ZONES)- PURSUANT TO AN AGREEMENT WITH THE DEPARTMENT OF HUMAN SERVICES OF THE COMMONWEALTH OF PENNSYLVANIA (DHS). EFFECTIVE SEPTEMBER 1, 2022, THE COMPANY WAS SELECTED BY DHS AS ONE THE MANAGED CARE ORGANIZATION'S (MCO) TO PARTICIPATE IN THE STATE'S HEALTHCHOICES MEDICAID PROGRAM IN ALL FIVE OF THE STATE'S ZONES (NORTHEAST, NORTHWEST, SOUTHEAST, SOUTHWEST, AND LEHIGH/CAPITAL ZONES). THE COMPANY'S CONTRACT WITH DHS IS EFFECTIVE SEPTEMBER 1, 2022 AND EXTENDS THE TERM OF THE PREVIOUS HEALTHCHOICES AGREEMENT FOR A PERIOD OF FIVE YEARS WITH AN OPTION FOR RENEWAL FOR AN ADDITIONAL THREE-YEAR PERIOD. AS OF DECEMBER 31, 2023 AND 2022, THERE WERE APPROXIMATELY 338,000 AND 367,000 MEMBERS, RESPECTIVELY, ENROLLED WITH HEALTH PARTNERS UNDER THE HEALTHCHOICES PROGRAM WITH 66% AND 65%, RESPECTIVELY, OF THE COMPANY'S MEMBERS IN PHILADELPHIA COUNTY. LINE 4B: HEALTH PARTNERS MEDICARE --------------------------------- THE COMPANY PROVIDES COMPREHENSIVE (PHYSICAL AND BEHAVIORAL) HEALTH INSURANCE THROUGH ITS MEDICARE ADVANTAGE PROGRAM AND PRODUCTS THROUGH A CONTRACT WITH THE CENTERS FOR MEDICARE AND MEDICAID SERVICES (CMS). THE COMPANY'S PROGRAM, JEFFERSON HEALTH PLANS MEDICARE, WHICH COMMENCED IN 2014, PROVIDES FOR THE PROVISION OF PHYSICAL AND BEHAVIORAL HEALTH PRIMARILY TO ADULTS 65 AND OLDER. THE COMPANY OFFERS SEVERAL HMO PRODUCTS AND PROGRAM BENEFITS TO ENROLLED MEDICARE MEMBERS RESIDING IN PENNSYLVANIA AND NEW JERSEY - PURSUANT TO ITS AGREEMENT WITH CMS. THE PENNSYLVANIA SERVICE AREA INCLUDES PHILADELPHIA COUNTY AND 13 SURROUNDING COUNTIES - BERKS, BUCKS, CARBON, CHESTER, CUMBERLAND, DAUPHIN, DELAWARE, LANCASTER, LEBANON, LEHIGH, MONTGOMERY, NORTHAMPTON PERRY, AND SCHUYLKILL. THE NEW JERSEY SERVICE AREA INCLUDES 3 COUNTIES - BURLINGTON, CAMDEN AND GLOUCESTER COUNTIES. AS OF DECEMBER 31, 2023 AND 2022, THERE WERE APPROXIMATELY 13,000 AND 13,300 MEMBERS, RESPECTIVELY, ENROLLED WITH JEFFERSON HEALTH PLANS MEDICARE PROGRAM. LINE 4C: KIDZPARTNERS (CHIP) ---------------------------- THE COMPANY ALSO PROVIDES COMPREHENSIVE (PHYSICAL AND BEHAVIORAL) HEALTH INSURANCE THROUGH THE COMMONWEALTH OF PENNSYLVANIA'S CHILDREN'S HEALTH INSURANCE PROGRAM (CHIP). THE COMPANY'S CHIP PROGRAM, KIDZPARTNERS, PROVIDES FOR THE PROVISION OF PHYSICAL AND BEHAVIORAL HEALTH TO UNINSURED CHILDREN AND TEENS UP TO AGE 19 THAT ARE ELIGIBLE THROUGH CHIP. THE COMPANY PROVIDES PROGRAM BENEFITS TO ENROLLED CHIP RECIPIENTS RESIDING IN PHILADELPHIA, BERKS, BUCKS, CHESTER, DAUPHIN, DELAWARE, LEHIGH, MONTGOMERY, NORTHAMPTON, AND SCHUYLKILL COUNTIES PURSUANT TO AN AGREEMENT WITH DHS. AS OF DECEMBER 31, 2023 AND 2022, THERE WERE APPROXIMATELY 11,900 AND 8,100 MEMBERS, RESPECTIVELY, ENROLLED WITH HEALTH PARTNERS UNDER THE CHIP PROGRAM. CORE FORM, PART V, QUESTION 15 DENISE M. NAPIER, PRESIDENT & CEO, IS INVOLVED IN THE LEADERSHIP AND MANAGEMENT OF THIS ORGANIZATION ON A FULL-TIME BASIS. SHE IS EMPLOYED BY AND RECEIVES A FEDERAL FORM W-2 FROM THIS ORGANIZATION. ACCORDINGLY, HER COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH HEALTH PARTNERS PLANS, INC. (EIN: 23-2379751). THIS ORGANIZATION FILED A 2023 FORM 4720 WHICH INCLUDED A REMITTANCE OF EXCISE TAX RELATED TO MS. NAPIER'S COMPENSATION IN EXCESS OF $1M. CORE FORM, PART VI, SECTION A; QUESTIONS 6 & 7 AS OF DECEMBER 31, 2023, JEFFERSON HEALTH - NORTHEAST ("JHNE") MAINTAINED A 75% OWNERSHIP INTEREST IN THE ORGANIZATION. JEFFERSON HEALTH - NORTHEAST SYSTEM ("JHNES") IS THE SOLE MEMBER OF JHNE. ALBERT EINSTEIN MEDICAL CENTER ("AEMC") MAINTAINED A 25% OWNERSHIP INTEREST IN THE ORGANIZATION. ALBERT EINSTEIN HEALTHCARE NETWORK ("AEHN") IS THE SOLE MEMBER OF AEMC. THOMAS JEFFERSON UNIVERSITY ("TJU") IS THE SOLE MEMBER OF BOTH JHNES AND AEHN. ULTIMATELY, TJU HAS THE RIGHT TO ELECT THE MEMBERS OF THIS ORGANIZATION'S BOARD OF DIRECTORS. CORE FORM, PART VI, SECTION B; QUESTION 11B THE ORGANIZATION'S FEDERAL FORM 990 WAS PROVIDED TO EACH VOTING MEMBER OF THE ORGANIZATION'S GOVERNING BODY PRIOR TO FILING OF THE FORM 990 WITH THE INTERNAL REVENUE SERVICE ("IRS"). AS PART OF THE TAX RETURN PREPARATION PROCESS THE ORGANIZATION HIRED A PROFESSIONAL CERTIFIED PUBLIC ACCOUNTING ("CPA") FIRM WITH EXPERIENCE AND EXPERTISE IN BOTH HEALTHCARE AND NOT-FOR-PROFIT TAX RETURN PREPARATION TO PREPARE THE FEDERAL FORM 990. THE CPA FIRM'S TAX PROFESSIONALS WORKED CLOSELY WITH THE ORGANIZATION'S FINANCE PERSONNEL AND VARIOUS OTHER INDIVIDUALS ("INTERNAL WORKING GROUP") TO OBTAIN THE INFORMATION NEEDED IN ORDER TO PREPARE A COMPLETE AND ACCURATE TAX RETURN. THE CPA FIRM PREPARED A DRAFT FEDERAL FORM 990 AND FURNISHED IT TO THE INTERNAL WORKING GROUP FOR THEIR REVIEW. THE INTERNAL WORKING GROUP REVIEWED THE DRAFT FEDERAL FORM 990 AND DISCUSSED QUESTIONS AND COMMENTS WITH THE CPA FIRM. REVISIONS WERE MADE TO THE DRAFT FEDERAL FORM 990 WHERE NECESSARY AND A FINAL DRAFT WAS FURNISHED BY THE CPA FIRM TO THE INTERNAL WORKING GROUP FOR FINAL REVIEW. FOLLOWING THIS REVIEW, THE FORM 990 WAS THEN PRESENTED TO THE ORGANIZATION'S AUDIT COMMITTEE AND PROVIDED TO THE ORGANIZATION'S GOVERNING BODY PRIOR TO FILING WITH THE IRS. CORE FORM, PART VI, SECTION B; QUESTION 12 THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY WHICH IT REGULARLY MONITORS AND ENFORCES COMPLIANCE. THE CONFLICT-OF-INTEREST (COI) POLICY IS REVIEWED EACH YEAR BEFORE BEING DISTRIBUTED TO THE BOARD OF DIRECTORS AND TO THE HEALTH PARTNERS PLANS, INC. ("HPP") WORKFORCE. THE POLICY ITSELF ASKS FOR POTENTIAL CONFLICTS WHICH ARE THEN REVIEWED BY COUNSEL AND CATEGORIZED INTO WHETHER THE DISCLOSURE IS A CONFLICT THAT IS PROHIBITED, ONE THAT IS NOT PROHIBITED OR NOT A CONFLICT AT ALL, AND, THEN PROVIDE ANY MITIGATION STEPS NECESSARY. For the first quarter of each year, HPP asks the board of directors to review and sign-off on their commitment to maintaining their fiduciary duty to stay impartial, responsible, and dedicated to the good of the organization. This COI policy and disclosure demonstrates their understanding of these responsibilities and ensures that any outside business or financial interests or activities, which conflict or appear to conflict with the interests of the organization, are properly disclosed and managed pursuant to the proper processes. ADDITIONALLY, EACH YEAR HPP HAS THE WORKFORCE/STAFF COMPLETE THE CONFLICT-OF-INTEREST DISCLOSURE STATEMENT AS A PART OF ITS ANNUAL, MANDATORY EMPLOYEE TRAINING AND AWARENESS EFFORTS. ALL BOARD MEMBERS AND THE HPP WORKFORCE ARE REQUIRED TO REVIEW THE EXISTING COI POLICY AND SIGN AN ANNUAL ATTESTATION WHICH AFFIRMS THAT THEY: (A) RECEIVED A COPY OF THIS CONFLICT-OF-INTEREST POLICY; (B) READ AND UNDERSTOOD THE POLICY; (C) AGREE TO COMPLY AND HAVE COMPLIED WITH THE POLICY, AND (D) UNDERSTAND THAT THE ORGANIZATION IS AN IRS 501(C)(4) CHARITABLE ORGANIZATION AND THAT, IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION, IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES AND HPP MAY NOT PERMIT ITS INCOME OR ASSETS TO INURE TO THE BENEFIT OF ANY PRIVATE SHAREHOLDER, OWNER MEMBER OR INDIVIDUAL. THE ORGANIZATION FOLLOWED THIS PROCESS FOR ITS COI POLICY IN CALENDAR YEAR 2023. CORE FORM, PART VI, SECTION B; QUESTION 15 THIS ORGANIZATION'S BOARD OF DIRECTORS HAS A COMPENSATION AND EVALUATION EXECUTIVE COMMITTEE ("COMMITTEE"). THE COMMITTEE HAS ADOPTED A WRITTEN EXECUTIVE COMPENSATION PHILOSOPHY WHICH IT FOLLOWS WHEN IT REVIEWS AND APPROVES OF THE COMPENSATION AND BENEFITS OF THE ORGANIZATION'S SENIOR MANAGEMENT TEAM INCLUDING, BUT NOT LIMITED TO, THE PRESIDENT & CHIEF EXECUTIVE OFFICER, OTHER OFFICERS AND CERTAIN KEY EMPLOYEES ("SENIOR MANAGEMENT"). THE COMMITTEE REVIEWS THE "TOTAL COMPENSATION" OF THESE INDIVIDUALS WHICH IS INTENDED TO INCLUDE BOTH CURRENT AND DEFERRED COMPENSATION AND ALL EMPLOYEE BENEFITS, BOTH QUALIFIED AND NON-QUALIFIED. THE COMMITTEE IS RESPONSIBLE FOR ASSURING THAT THE ORGANIZATION'S SALARY STRATEGIES ARE COMPETITIVE AND CONSISTENT WITH CURRENT MARKET TRENDS, IN ORDER TO PROVIDE A STABLE, QUALIFIED AND FAIRLY COMPENSATED WORKFORCE. THE ACTIONS TAKEN BY THE COMMITTEE ENABLE THE ORGANIZATION TO RECEIVE THE REBUTTABLE PRESUMPTION OF REASONABLENESS FOR PURPOSES OF INTERNAL REVENUE CODE SECTION 4958 WITH RESPECT TO THE TOTAL COMPENSATION OF CERTAIN MEMBERS OF THE SENIOR MANAGEMENT TEAM. THE THREE FACTORS WHICH MUST BE SATISFIED IN ORDER TO RECEIVE THE REBUTTABLE PRESUMPTION OF REASONABLENESS ARE THE FOLLOWING: 1) THE COMPENSATION ARRANGEMENT IS APPROVED IN ADVANCE BY AN "AUTHORIZED BODY" OF THE APPLICABLE TAX-EXEMPT ORGANIZATION WHICH IS COMPOSED ENTIRELY OF INDIVIDUALS WHO DO NOT HAVE A "CONFLICT OF INTEREST" WITH RESPECT TO THE COMPENSATION ARRANGEMENT; 2) THE AUTHORIZED BODY OBTAINED AND RELIED UPON "APPROPRIATE DATA AS TO COMPARABILITY" PRIOR TO MAKING ITS DETERMINATION; AND 3) THE AUTHORIZED BODY "ADEQUATELY DOCUMENTED THE BASIS FOR ITS DETERMINATION" CONCURRENTLY WITH MAKING THAT DETERMINATION. THE COMMITTEE IS COMPRISED OF MEMBERS OF THE BOARD OF DIRECTORS EACH OF WHO ARE INDEPENDENT AND ARE FREE FROM ANY CONFLICTS OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT. THE COMMITTEE RELIED UPON APPROPRIATE COMPARABLE DATA; SPECIFICALLY, THE COMMITTEE ENGAGES AN INDEPENDENT CONSULTANT TO PROVIDE MARKET DATA ON CURRENT, RELEVANT CEOS' COMPENSATION INCLUDING ONE CUSTOM SURVEY SPECIFICALLY FOR HMO EXECUTIVES, IN ORDER TO MAKE THEIR COMPENSATION RECOMMENDATIONS. IN ADDITION, EVERY OTHER YEAR, THE COMMITTEE ENGAGES A BENEFITS CONSULTING FIRM TO PROVIDE SUMMARIZED NATIONAL DATA. THE CONSULTANT'S INVESTIGATION AND RECOMMENDATIONS REFLECT BOARD-SPECIFIC CRITERIA FOR DETERMINING PAYMENT LEVELS FOR BOTH BASE COMPENSATION AND INCENTIVE COMPENSATION. BASED ON A THOROUGH REVIEW AND DELIBERATIONS FOLLOWING THE CONSULTANT'S STUDY, THE COMMITTEE ESTABLISHES THE BASE COMPENSATION AND OTHER BENEFITS FOR THE ORGANIZATION'S SENIOR MANAGEMENT SO THAT THEY ARE ALIGNED WITH CURRENT MARKET TRENDS AND BUDGETARY CONSIDERATIONS. SEPARATELY, THE COMMITTEE APPROVES ANNUAL INCENTIVE TARGETS, PERFORMANCE AGAINST THOSE TARGETS, AND THE COMPUTATION OF THE RESULTING INCENTIVE COMPENSATION PAYMENT. THE COMMITTEE ADEQUATELY DOCUMENTED ITS BASIS FOR ITS DETERMINATION THROUGH THE TIMELY PREPARATION OF WRITTEN MINUTES OF THE COMPENSATION COMMITTEE MEETINGS DURING WHICH THE EXECUTIVE COMPENSATION AND BENEFITS WAS REVIEWED AND SUBSEQUENTLY APPROVED. THE ORGANIZATION'S BOARD OF DIRECTORS ALSO APPROVES THE MINUTES OF THE COMMITTEE. THE ACTIONS OUTLINED ABOVE WITH RESPECT TO THE COMMITTEE AND THE ESTABLISHMENT OF THE REBUTTABLE PRESUMPTION OF REASONABLENESS ONLY APPLIES TO CERTAIN SENIOR MANAGEMENT PERSONNEL. THE COMPENSATION AND BENEFITS OF CERTAIN OTHER INDIVIDUALS CONTAINED IN THIS FORM 990 ARE REVIEWED ANNUALLY BY THE PRESIDENT/CHIEF EXECUTIVE OFFICER WITH ASSISTANCE FROM THE ORGANIZATION'S HUMAN RESOURCES DEPARTMENT. IN CONJUNCTION WITH THE INDIVIDUAL'S JOB PERFORMANCE DURING THE YEAR, COMPENSATION IS BASED UPON OTHER OBJECTIVE FACTORS DESIGNED TO ENSURE THAT REASONABLE AND FAIR MARKET VALUE COMPENSATION IS PAID. OTHER OBJECTIVE FACTORS INCLUDE MARKET SURVEY DATA FOR COMPARABLE POSITIONS, INDIVIDUAL GOALS AND OBJECTIVES, PERSONNEL REVIEWS, EVALUATIONS AND PERFORMANCE FEEDBACK MEETINGS. CORE FORM, PART VI, SECTION C; QUESTION 19 THE ORGANIZATION'S FILED CERTIFICATE OF INCORPORATION AND ANY AMENDMENTS CAN BE OBTAINED AND REVIEWED THROUGH THE COMMONWEALTH OF PENNSYLVANIA. OTHER GOVERNING DOCUMENTS ARE AVAILABLE THROUGH THE OFFICE OF THE SECRETARY OF STATE. IN ADDITION, THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. CORE FORM, PART VII AND SCHEDULE J JOSEPH G. CACCHIONE, M.D., JOHN MORDACH, BALIGH YEHIA, M.D., AND CRISTINA G. CAVALIERI, ESQ. ARE VOTING MEMBERS AND/OR OFFICERS OF THIS ORGANIZATION'S BOARD OF DIRECTORS; AN UNCOMPENSATED POSITION. THESE INDIVIDUALS ARE INVOLVED IN THE LEADERSHIP AND MANAGEMENT OF THOMAS JEFFERSON UNIVERSITY; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. ACCORDINGLY, THE COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP FOR THESE INDIVIDUALS IS WITH THOMAS JEFFERSON UNIVERSITY. THEIR RESPECTIVE REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE THOMAS JEFFERSON UNIVERSITY (EIN: 23-1352651) FEDERAL FORM 990 FOR THE YEAR ENDING JUNE 30, 2024. PLEASE REFER TO THE THOMAS JEFFERSON UNIVERSITY FEDERAL FORM 990 FOR THIS INFORMATION. PRIOR TO HIS TERMINATION EFFECTIVE JUNE 2023, MICHAEL B. WALSH was a VOTING MEMBER AND OFFICER OF THIS ORGANIZATION'S BOARD OF DIRECTORS; AN UNCOMPENSATED POSITION. he WAS INVOLVED IN THE LEADERSHIP AND MANAGEMENT OF THOMAS JEFFERSON UNIVERSITY; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. ACCORDINGLY, his COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP WAS WITH THOMAS JEFFERSON UNIVERSITY. his REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE THOMAS JEFFERSON UNIVERSITY (EIN: 23-1352651) FEDERAL FORM 990 FOR THE YEAR ENDING JUNE 30, 2024. PLEASE REFER TO THE THOMAS JEFFERSON UNIVERSITY FEDERAL FORM 990 FOR THIS INFORMATION. PRIOR TO HIS TERMINATION EFFECTIVE FEBRUARY 2023, KENNETH D. LEVITAN WAS A VOTING MEMBER OF THIS ORGANIZATION'S BOARD OF DIRECTORS; AN UNCOMPENSATED POSITION. HE WAS INVOLVED IN THE LEADERSHIP AND MANAGEMENT OF ALBERT EINSTEIN MEDICAL CENTER; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. ACCORDINGLY, HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP WAS WITH ALBERT EINSTEIN MEDICAL CENTER. HIS REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE ALBERT EINSTEIN HEALTHCARE NETWORK GROUP LETTER RULING (EIN: XXX-XX-XXXX) FEDERAL FORM 990 FOR THE YEAR ENDING JUNE 30, 2024. PLEASE REFER TO THE ALBERT EINSTEIN HEALTHCARE NETWORK GROUP LETTER RULING FEDERAL FORM 990 FOR THIS INFORMATION. CORE FORM, PART VII AND SCHEDULE J RAMESH J. VANGALA, A FORMER KEY EMPLOYEE OF THE ORGANIZATION, IS STILL EMPLOYED WITHIN THE ORGANIZATION AS THE VICE PRESIDENT, MEDICAID PHARMACY SERVICES. CORE FORM, PART VII, SECTION A, COLUMN B THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF HEALTH PARTNERS PLANS, INC. ("HPP") AND SUBSIDIARIES. ADDITIONALLY, THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"). CERTAIN BOARD OF DIRECTORS MEMBERS AND OFFICERS LISTED ON CORE FORM, PART VII AND SCHEDULE J OF THIS FORM 990 MAY HOLD SIMILAR POSITIONS WITH BOTH THIS ORGANIZATION AND OTHER AFFILIATES WITHIN THE SYSTEM. THE HOURS SHOWN ON THIS FORM 990, FOR BOARD MEMBERS WHO RECEIVE NO COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, REPRESENT THE ESTIMATED HOURS DEVOTED PER WEEK FOR THIS ORGANIZATION. TO THE EXTENT THESE INDIVIDUALS SERVE AS A MEMBER OF THE GOVERNING BODY OF OTHER RELATED ORGANIZATIONS WITHIN THE SYSTEM, THEIR RESPECTIVE HOURS PER WEEK PER ORGANIZATION ARE APPROXIMATELY THE SAME AS REFLECTED IN CORE FORM, PART VII OF THIS FORM 990. THE HOURS REFLECTED ON CORE FORM, PART VII OF THIS FORM 990, FOR BOARD MEMBERS WHO RECEIVE COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY OR PAID OFFICERS, REFLECT TOTAL HOURS WORKED PER WEEK ON BEHALF OF THE SYSTEM; NOT SOLELY THIS ORGANIZATION. CORE FORM, PART XII; QUESTION 2 AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING ("CPA") FIRM AUDITED THE STATUTORY BASIS FINANCIAL STATEMENTS OF HEALTH PARTNERS PLANS, INC. FOR YEARS ENDED DECEMBER 31, 2023 and DECEMBER 31, 2022; RESPECTIVELY. THE INDEPENDENT CPA FIRM ISSUED AN UNMODIFIED OPINION WITH RESPECT TO THE AUDITED STATUTORY BASIS FINANCIAL STATEMENTS EACH YEAR. THE GOVERNING BODY OF HEALTH PARTNERS PLANS, INC. ("HPP"), ITS BOARD OF DIRECTORS, HAS AN AUDIT COMMITTEE. THE HPP AUDIT COMMITTEE HAS ASSUMED RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS, WHICH INCLUDES THIS ORGANIZATION, AND THE SELECTION OF AN INDEPENDENT AUDITOR. The organization is an affiliate within thomas jefferson university/jefferson health; a comprehensive professional university and tax-exempt integrated healthcare delivery system ("system"), with a tripartite mission of education, research and patient care. The system's parent entity is thomas jefferson university ("tju"). An independent certified public accounting ("cpa") firm audited the consolidated financial statements of the system for the fiscal years ended june 30, 2023 and june 30, 2022; respectively and issued a consolidated audited financial statement. An unmodified opinion was issued each year by the independent cpa firm. Similar audited consolidated financial statements of the system will be issued for the fiscal year ending june 30, 2024. CORE FORM, PART XII; QUESTION 3 THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF HEALTH PARTNERS PLANS, INC. AND SUBSIDIARIES. ADDITIONALLY, THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PRFOESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"). THE SYSTEM ENGAGED AN INDEPENDENT ACCOUNTING FIRM TO PREPARE AND ISSUE A SYSTEM WIDE CONSOLIDATED AUDIT AS SET FORTH IN THE UNIFORM GUIDANCE, 2 C.F.R., PART 200, SUBPART F. 200, SUBPART F. SELECTSCRIPTS LLC 1101 MARKET STREET SUITE 3000 PHILADELPHIA PA 19107 651235663 HEALTH SVCS. DE 0 0 SELBENEFITS SELECTBENEFITS LLC 1101 MARKET STREET SUITE 3000 PHILADELPHIA PA 19107 HOLDING CO. DE 0 0 HPP HEALTH PARTNERS SOLUTIONS LLC 1101 MARKET STREET SUITE 3000 PHILADELPHIA PA 19107 853872142 HEALTH SVCS. DE 0 0 HPP THOMAS JEFFERSON UNIVERSITY 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 231352651 EDUCATION PA 501(C)(3) 2 NA false TJUH SYSTEM 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 233026795 HEALTH SVCS. 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THESE TRANSACTIONS MAY BE RECORDED ON THE REVENUE/EXPENSE AND BALANCE SHEET STATEMENTS OF THIS ORGANIZATION AND OTHER AFFILIATES. THESE ENTITIES WORK TOGETHER TO DELIVER HIGH QUALITY COST EFFECTIVE HEALTHCARE AND WELLNESS SERVICES TO THEIR COMMUNITIES REGARDLESS OF ABILITY TO PAY AND IN FURTHERANCE OF CHARITABLE TAX-EXEMPT PURPOSES.