2024-11-15T11:50:54-05:00 2023-12-31 920460586 PWC US TAX LLP 2001 MARKET ST SUITE 1800 PHILADELPHIA PA 19103 990 2023-01-01 232311553 GEISINGER HEALTH PLAN GEIS 5702716624 100 N ACADEMY AVE MC 49-70 DANVILLE PA 178229800 KEVIN V ROBERTS MBA CPA SR VP, TREASURER 5702716624 2024-11-14 false ROBERT W FRIZ P00438748 2673303000 2024-11-15 2023 2024-10-15 13:58:12Z KURT WROBEL FSA MAAA 110 N ACADEMY AVE MC 22-01 DANVILLE PA 178229800 3214638222 false X WWW.GEISINGER.ORG X 1984 PA GEISINGER HEALTH PLAN STRIVES TO MAKE BETTER HEALTH EASIER BY PROVIDING ACCESS TO AFFORDABLE, HIGH QUALITY HEALTH CARE TO THE COMMUNITY THROUGH EQUITABLE, INNOVATIVE, AND INCLUSIVE CARE AND COVERAGE MODELS. 10 8 1624 9 4735341 52841 0 3021175237 3188105431 15194411 26158444 425275 374347 3036794923 3214638222 0 0 135642349 145557430 0 0 2839560643 2987271106 2975202992 3132828536 61591931 81809686 733928808 605473815 343362303 200062249 390566505 405411566 X GEISINGER HEALTH PLAN STRIVES TO MAKE BETTER HEALTH EASIER BY PROVIDING ACCESS TO AFFORDABLE, HIGH QUALITY HEALTH CARE TO THE COMMUNITY THROUGH EQUITABLE, INNOVATIVE, AND INCLUSIVE CARE AND COVERAGE MODELS. false false 2994929758 3188291738 TRANSITIONS OF CARE HELPING PATIENTS TRANSITION THROUGH LEVELS OF CARE, FROM HOSPITAL TO HOME, IS AN IMPORTANT COMPONENT OF ENSURING COMPREHENSIVE AND HIGH QUALITY HEALTHCARE SERVICES. GEISINGER HAS IMPLEMENTED NEW STRATEGIES WITHIN THE HOSPITAL AND PRIMARY AND SPECIALTY SETTINGS TO ANTICIPATE PATIENT NEEDS AND COORDINATE SERVICES TO ASSURE TIMELY AND SAFE TRANSITIONS. THESE STRATEGIES INCORPORATED TIMELY COMMUNICATION FROM THE HOSPITAL TO PRIMARY CARE PROVIDERS, LEVERAGED DATA FROM ELECTRONIC HEALTH RECORDS & CLAIMS TO IDENTIFY RISK AND USED CASE MANAGERS TO PROVIDE EARLY FOLLOW UP SERVICES. GEISINGER'S EFFORTS AROUND TRANSITIONS HAVE DEMONSTRATED MORE COORDINATED FOLLOW THROUGH AFTER DISCHARGE AND REDUCTIONS IN READMISSIONS. ELECTRONIC HEALTH RECORD (EHR) GEISINGER IS ON THE FOREFRONT IN THE DEVELOPMENT AND USE OF THE EHR. GHP HELPED SUPPORT THE 100 MILLION INVESTED IN EHR OVER THE LAST SEVERAL YEARS. ENDLESS POSSIBILITIES EXIST FOR IMPROVING THE QUALITY OF CARE WITH THE EHR. GHP USES THE EHR TO COMMUNICATE WITH MEMBERS WHO ARE INVOLVED IN MEDICAL OR DISEASE MANAGEMENT PROGRAMS AND THEIR PHYSICIANS. GEISINGER ALLOWS COMMUNITY HOSPITALS AND PHYSICIANS TO ACCESS PATIENT INFORMATION TO CARE FOR THEIR PATIENTS. DISEASE AND CASE MANAGEMENT SERVICES TO IMPROVE THE HEALTH OF MEMBERS, GHP PROVIDES DISEASE AND CASE MANAGEMENT PROGRAMS AND SERVICES TO COORDINATE CARE FOR THOSE WITH CHRONIC CONDITIONS. THE PROGRAMS ARE FOCUSED ON CONGESTIVE HEART FAILURE, HYPERTENSION, DIABETES, CORONARY ARTERY DISEASE, OSTEOPOROSIS, CHRONIC OBSTRUCTIVE PULMONARY DISEASE, CHRONIC KIDNEY DISEASE, ASTHMA, TOBACCO CESSATION AND WEIGHT MANAGEMENT. THESE PROGRAMS WERE THE RESULT OF A COLLABORATION OF EXPERTISE BETWEEN GHP AND GEISINGER PROVIDERS AND HAVE ATTAINED NATIONAL RECOGNITION BY HEALTH MANAGEMENT ORGANIZATIONS & INDUSTRY GROUPS. THIS SUCCESSFUL COLLABORATION IS AN EXAMPLE OF HOW THIS UNIQUE RELATIONSHIP BENEFITS THE COMMUNITY. COMMUNITY HEALTH, EDUCATION AND OUTREACH GHP EMPLOYEES PROVIDE THE PUBLIC WITH INFORMATION ON TOPICS SUCH AS INSURANCE EDUCATION, ADVANCE DIRECTIVES, DENTAL AND HAND HYGIENE, ASTHMA CARE, THE IMPORTANCE OF SCREENINGS & IMMUNIZATIONS AND WELLNESS. GHP PROVIDED INFORMATION TO 43,441 INDIVIDUALS AT 1,818 EVENTS INCLUDING HEALTH FAIRS, SCHOOL BASED PRESENTATIONS, SEMINARS AND ORGANIZATIONAL MEETINGS. THIS EDUCATION INCLUDED: -339 HEALTH EDUCATION EVENTS FOR CHILDREN WERE HELD COVERING DENTAL, NUTRITION & PHYSICAL ACTIVITY, HAND HYGIENE AND SUN SAFETY TOPICS, REACHING 3,062 CHILDREN AT THESE EVENTS. -NEARLY 370 EVENTS SUPPORTED EVIDENCE BASED CHRONIC DISEASE PROGRAMMING, REACHING A TOTAL PARTICIPATION OF OVER 350 INDIVIDUALS. -OVER 1,415 WELLNESS ACTIVITIES WERE HELD AT EMPLOYER GROUPS AND COMMUNITY EVENTS. ALL OF OUR PROGRAMS ARE AVAILABLE TO OUR COMMERCIAL MEMBERS WHICH REPRESENT APPROXIMATELY 171,643 INDIVIDUALS. -A COMMUNITY FLU EVENT WAS HELD, PROVIDING 161 FLU SHOTS. GHP EDUCATES THE GENERAL PUBLIC, MEMBERS, EMPLOYER GROUPS, BROKERS, PARTICIPATING PROVIDERS AND OFFICE PERSONNEL ON HEALTH AND WELLNESS TOPICS RANGING FROM WOMEN'S HEALTH TO COLD AND FLU PREVENTION. THE INFORMATION IS AVAILABLE IN A VARIETY OF FORMATS INCLUDING NEWSPAPER ARTICLES, NEWSLETTERS, EMAILS, BROCHURES AND POSTERS. GHP SUPPORTS MANY LOCAL ORGANIZATIONS THROUGH COMMUNITY SPONSORSHIPS. THE ORGANIZATIONS INCLUDED LOCAL CHAMBERS OF COMMERCE AND THE BOY SCOUTS OF AMERICA. THE COST OF COMMUNITY HEALTH, EDUCATION AND OUTREACH ACTIVITIES WAS 4.4M DURING 2023. HEALTH EQUITY AT GEISINGER HEALTH PLAN, FOSTERING DIVERSITY, EQUITY, AND INCLUSION (DEI) IS FUNDAMENTAL TO OUR MISSION TO PROVIDE OPTIMAL CARE AND ENGAGE WITH OUR COMMUNITIES. IN 2021, GEISINGER HIRED ITS FIRST CHIEF DIVERSITY, EQUITY AND INCLUSION OFFICER (CDEIO). IN THIS ROLE, THE CDEIO IMPLEMENTED A MULTIPRONGED STRATEGY THAT PRIORITIZED THE IMPORTANCE OF IMPLEMENTING STRATEGIES THAT SUPPORT HIRING DIVERSE TALENT, CREATING AN INCLUSIVE CULTURE, SUPPORTING COMMUNITY ENGAGEMENT, PROMOTING HEALTH EQUITY, AND ENSURING SUPPLIER DIVERSITY. THE HEALTH EQUITY STEERING COMMITTEE (HESC) SUPPORTS THE HEALTH PLAN AND CLINICAL ENTERPRISE TO PROVIDE GOVERNANCE OVERSIGHT OF THE HEALTH EQUITY STRATEGY. THE HESC HAS CREATED FOUR SUBCOMMITTEES TO ASSIST WITH DATA, PATIENT AND MEMBER SERVICES, COMMUNITY HEALTH INITIATIVES, AND CULTURAL COMPETENCY. IN 2023, GHP IMPLEMENTED HEALTH EQUITY STEERING COMMITTEE, WHICH GUIDES THE HEALTH PLAN IN ADDRESSING DISPARITIES AMONG SPECIFIC POPULATIONS. THE STEERING COMMITTEE GUIDES THE STRATEGY, WORKFLOWS, AND PROCESSES UNIQUE TO GEISINGER HEALTH PLAN AND IS COMPRISED OF A MULTIDISCIPLINARY TEAM OF KEY LEADERS AND STAKEHOLDERS FROM ACROSS THE HEALTH PLAN. THE GHP STEERING COMMITTEE HAS 5 PILLARS OF FOCUS: INFORMATION GATHERING, DATA AND REPORTING; HEALTH PLAN OPERATIONS; MEMBER ENGAGEMENT, PROGRAMS, PILOTS AND INTERVENTIONS; VENDORS, PARTNERSHIPS AND CBOS. IN OUR ELECTRONIC HEALTH RECORD, WE HAVE DEFINED DATA ELEMENTS, CLINICAL WORKFLOWS AND ORGANIZATIONAL PRACTICE TO ASK PATIENTS AND MEMBERS THEIR RACE, ETHNICITY, LANGUAGE PREFERENCE, SEX, GENDER IDENTITY, SEX ASSIGNED AT BIRTH, ORGAN INVENTORY, AND AFFIRMATION HISTORY, INCLUDING UTILIZING THE SOGI SMARTFORM TO COLLECT ADDITIONAL INFORMATION OF PRONOUNS AND SEXUAL ORIENTATION, AS WELL AS VETERAN STATUS. THE SAME DATA ELEMENTS WERE ADOPTED BY THE HEALTH PLAN FOR WORKFLOWS AND DATA COLLECTION. GHP ALIGNS INFORMATION TECHNOLOGIES FOR MEMBER DATA MANAGEMENT. WE INVEST IN DATA INFORMATICS TO DEVELOP PATHWAYS TO COLLECT HEALTH CARE DATA, WHICH WE ANALYZE USING REPORTING TOOLS. WE IDENTIFY OUTCOME DISPARITIES DUE TO INEQUITIES AND SOCIAL DETERMINANTS THAT IMPACT OUR MEMBERS' HEALTH AND BUILD INTERVENTIONS AND PROGRAMS TO CLOSE THE GAPS. THIS ENABLES US TO INCORPORATE THE WAYS WE COLLECT KEY DEMOGRAPHIC DATA, SUCH AS RACE/ETHNICITY, LANGUAGE PREFERENCES, AGE, SEXUAL ORIENTATION, AND GENDER IDENTITY. GEISINGER CONTINUES TO DEVELOP NEW AND INNOVATIVE WAYS TO UTILIZE OUR DATA TO BEST SERVE OUR MEMBERS. BRANCHING OUT FROM OUR USUAL DATA SETS HAS ALLOWED US TO USE OUR DATA TO GUIDE AND IDENTIFY WHERE HEALTH DISPARITIES MAY EXIST ACROSS RACE, ETHNICITY, AND OTHER FACTORS. IT HAS ALSO ALLOWED US TO IDENTIFY PATTERNS IN HEALTH DISPARITIES WITHIN OUR MEMBERSHIP, HELPING US UNDERSTAND WHERE AND HOW TO BEST TARGET OUR EFFORTS. WE HAVE LEVERAGED THIS DATA TO IDENTIFY TARGET DISPARITIES AND COMMUNITIES AND WORK TO FORM PARTNERSHIPS WITHIN THE COMMUNITY TO ADDRESS THE IDENTIFIED DISPARITIES. GEISINGER UNDERSTANDS THAT OUR MEMBERS ARE THE TRUE EXPERTS WHEN IT COMES TO THEIR HEALTH AND THE VALUE THAT THEY ADD THROUGH THEIR VAST KNOWLEDGE OF THEIR OWN COMMUNITY AND THROUGH LIVED EXPERIENCES OF THEIR OWN. THIS MULTIFACETED APPROACH CONTINUES TO GUIDE US AND HELP US UNDERSTAND THE IMPACT OF DIFFERENT DISPARITIES IN THE DIFFERENT COMMUNITIES AND WORK COLLABORATIVELY WITH OUR MEMBERS AND OTHER VALUABLE COMMUNITY STAKEHOLDERS TO FORM PARTNERSHIPS, CRAFT TARGETED INTERVENTIONS TO REDUCE DISPARITIES AND IMPROVE HEALTH OUTCOMES FOR OUR MEMBERS. SOCIAL DETERMINANTS OF HEALTH GEISINGER IS PROACTIVELY ADDRESSING SOCIAL DETERMINANTS OF HEALTH (SDOH) AND HEALTH DISPARITIES IN A VARIETY OF WAYS. WE HAVE MOVED BEYOND TRADITIONAL MEDICAL CARE TO PROVIDE COORDINATED SOCIAL SERVICES AND OPPORTUNITIES TO OUR PATIENTS AND HEALTH PLAN MEMBERS WHILE CONNECTING THEM WITH COMMUNITY-BASED ORGANIZATIONS. WE ARE WORKING ACROSS SECTORS TO FIND CREATIVE, INNOVATIVE WAYS TO HELP INDIVIDUALS ADDRESS THE SOCIAL AND ENVIRONMENTAL FACTORS THAT IMPACT THEIR HEALTH. COMMUNITY HEALTH BENEFIT FUND WHILE STABLE HOUSING, FRESH FRUITS, VEGETABLES, AND TRANSPORTATION OPTIONS ARE OFTEN NOT DEEMED HEALTH CARE NEEDS, THEY, ALONG WITH OTHER NECESSITIES, ARE VITAL TO POSITIVE HEALTH OUTCOMES. THE COMMUNITY HEALTH BENEFIT FUND WAS ESTABLISHED TO PROVIDE COMMUNITY ORGANIZATIONS WITH RESOURCES AND SERVICES NEEDED TO FOSTER POSITIVE HEALTH OUTCOMES. THE KEY AREAS WITH FUNDING NEEDS IDENTIFIED INCLUDE: 1.FOOD 2.HOUSING 3.TRANSPORTATION 4.MEDICATION 5.CONNECTIONS 6.SAFETY 7.CHILDCARE 8.CLOTHING 9.UTILITIES 10.EMPLOYMENT FUND RECIPIENTS MUST BE A 501C3 AND ARE APPROVED BY THE COMMUNITY HEALTH BENEFIT FUND COMMITTEE WHO MEET QUARTERLY TO DISCUSS NEEDS AND GAIN APPROVAL OF ALLOCATED FUNDING WITHIN THE GEISINGER FOOTPRINT. IDENTIFICATION OF NEEDS: WE HAVE BEEN SCREENING OUR MEMBERS AND PATIENTS FOR SOCIAL NEEDS SINCE 2018 AND IN 2021 IMPLEMENTED A SOCIAL NEEDS SCREENING TO IDENTIFY URGENT NEEDS WITH MEMBERS AND PATIENTS. THE SCREENING IS DESIGNED TO SURFACE THE MOST URGENT NEEDS OF OUR PATIENTS AND MEMBERS. AT THE CONCLUSION OF THE SOCIAL NEEDS SCREENINGS, PATIENTS AND MEMBERS ARE THEN ASKED TO SELECT THE DOMAIN(S) THEY WOULD LIKE TO RECEIVE HELP. RESPONSE TO IDENTIFIED SOCIAL NEEDS: AS GEISINGER STARTED TO SCREEN FOR SOCIAL NEEDS IN 2018, THE ORGANIZATION ALSO BEGAN THE JOURNEY TO IDENTIFY A VENDOR TO UNIVERSALLY ADDRESS SOCIAL NEEDS, PROVIDE OUR CLINICAL AND CARE MANAGEMENT TEAMS WITH RESOURCES, PROVIDE OUR PATIENTS A 2994929758 false false false false false false false false false true false false false true false true true false false true false false false false false false false false true false false false true false false false false false false false false false true false false true X 5601 0 true 1624 true true true false false false false false true false X 10 8 true false false false true true true true true false false true true true true true true true true false PA IN X ERIN FITZGERALD CPA VP AND CAO 5702142299 100 N ACADEMY AVE MC 49-70 DANVILLE PA 178229800 JAEWON RYU MD JD DIRECTOR 40.00 X 0 5492112 1571914 KEVIN V ROBERTS MBA CPA SR VP, TREAS 40.00 X 0 3588266 60007 KURT WROBEL FSA MAAA PRESIDENT, D 40.00 X X 1137432 0 260401 STEVEN B BENDER ESQUIRE CLO, SECRETA 40.00 X 0 1008985 246564 JANET F TOMCAVAGE RN MSN FORMER KEY E 40.00 X 0 776228 195866 MARK MCCULLOUGH ASSISTANT TR 40.00 X 785568 0 116758 ROGER VAN BAAREN CHIEF SALES 40.00 X 432326 0 57734 MARY MASTRANDREA VP, GOV'T PR 40.00 X 421172 0 37631 STACEY BENSELER CHIEF OF COM 40.00 X 395425 0 49799 BHARGAVI DEGAPUDI MD MEDICAL DIRE 40.00 X 18636 393565 26507 CHRISTOPHER TESKA VP, FINANCE 40.00 X 344864 0 54719 HEATHER SMITH VP, MARKET S 40.00 X 335790 0 33934 FRANK KDAVIS ESQUIRE INTERIM ASST 40.00 X 320509 0 36071 THOMAS CHUBA SR. DIRECTOR 40.00 X 293002 0 45929 DAVID J WEADER ESQUIRE ASSISTANT SE 40.00 X 291185 0 22812 SUSAN E TORREY COO 40.00 X 279555 0 22360 JOANN SCIANDRA VP, CARE COO 40.00 X 273038 0 20598 HEATHER M ACKER DIRECTOR 0.25 0.50 X 11734 0 0 THOMAS J LISTON DIRECTOR 0.25 X 0 0 0 BENJAMIN K CHU MD MPH MACP DIRECTOR 0.25 3.25 X 0 0 0 THOMAS H LEE JR MD MSC DIRECTOR, CH 0.25 0.50 X X 0 0 0 V CHRIS HOLCOMBE PE DIRECTOR 0.25 2.75 X 0 0 0 JOHN C BRAVMAN PHD DIRECTOR 0.25 0.75 X 0 0 0 SHERRY A GLIED PHD DIRECTOR 0.25 0.50 X 0 0 0 DONALD T ROSINI DIRECTOR 0.25 0.50 X 0 0 0 CHRISTOPHER B SULLIVAN DIRECTOR 0.25 0.50 X 0 0 0 5340236 11259156 2859604 194 true true false PERFORMRX LLC 200 STEVENS DRIVE PHILADELPHIA PA 19113 PHARMACY FEES 15318161 COGNIZANT TRIZETTO SOFTWARE 28125 NETWORK PL CHICAGO IL 60673 CONSULTING 10538183 RITTER INSURANCE MARKETING LLC 2600 COMMERCE DRIVE HARRISBURG PA 17110 BROKER FEES 8617831 INCOMM HEALTHCARE AND AFFINITY 250 WILLIAMS STREET SUITE M-100 BROOKLYN PARK GA 30303 QUALITY INITIAT 7938324 COTIVITI INC PO BOX 5459 NEW YORK NY 100875459 OPS & SOFTWARE 7218738 138 X INSURANCE PREMIUMS 524114 3043315255 3043315255 IC SHARED SERVICE-SCHEDULE O 524298 137233186 137233186 POS INSURANCE PREMIUMS 524114 4598879 4598879 INTERCOMPANY REVENUE 524298 2483179 2483179 RENTAL REVENUE 531120 474932 474932 3188105431 15362297 15362297 10796147 10796147 10796147 10796147 FQHC 524298 154246 154246 VACCINE PAYMENTS 621999 93109 93109 COMMISSION INCOME 524210 77101 77101 49891 -61048 59361 51578 374347 3214638222 3183217927 4735341 26684954 4244867 1796137 2448730 2457 2457 104812549 88444884 16367665 4831017 4015455 815562 23720435 19716003 4004432 7946105 6604661 1341444 239312 239312 1963654 694967 1268687 105591 105591 652467 652467 100472226 81139556 19332670 3713817 3708475 5342 26019478 18076029 7943449 21527571 529143 20998428 3369217 3220913 148304 851808 808321 43487 68046 68046 649901 621294 28607 10909043 10428856 480187 13382601 11035039 2347562 UNRELATED BUS. INCOME TAX -235346 -235346 CLAIM PAYMENTS 2206928095 2206928095 INTER-ENTITY EXPENSE 478795301 420234736 58560565 OTHER TAXES 115795190 115795190 2063134 1061501 1001633 3132828536 2994929758 137898778 0 170707761 24078554 214633477 218326792 54605 32079 139235 193247 14619390 11487921 188269743 141758927 50404422 46510816 276461760 304449824 6908158 394582 733928808 605473815 215665342 149437582 5109298 1724525 18364972 17092879 104222691 31807263 343362303 200062249 X 390566505 405411566 390566505 405411566 733928808 605473815 X 81809686 7037615 -74002240 X X false true X true true true 429575 429575 28297408 6318244 21979164 2161178 1052351 1108827 150796901 133407219 17389682 6584681 981113 5603568 46510816 DUE TO AFFILIATES 23568550 OTHER DEPOSITS MISCELLANEOUS 7840265 MEDICAL LEGAL CLAIMS ALLOWANCE 239615 ACA FEES PAYABLE 158833 31807263 3074292855 7037615 2176568 9214183 3065078672 1047146 148512404 149559550 3214638222 2985506867 2235641 2235641 2983271226 1047146 148510164 149557310 3132828536 SCHEDULE D, PAGE 4, PART XI, LINE 2D STATUTORY ADJUSTMENTS TO INCOME 2,176,568 SCHEDULE D, PAGE 4, PART XI, LINE 4B INTERCO REVENUE OFFSET AGAINST EXPENSE IN STATUTORY AUDIT 137,161,116 REINSURANCE EXPENSE OFFSET AGAINST REVENUE IN THE AUDIT 10,976,681 PURCHASE DISCOUNTS OFFSET AGAINST REVENUE IN AUDIT 33,847 INVESTMENT FEES OFFSET AGAINST INVESTMENT INCOME 28,547 EXPENSES OFFSET AGAINST REVENUE 309,973 481A TAX ADJUSTMENT FOR TAX PURPOSES 2,240 SCHEDULE D, PAGE 4, PART XII, LINE 2D STATUTORY ADJUSTMENTS TO EXPENSE 2,235,641 SCHEDULE D, PAGE 4, PART XII, LINE 4B INTERCO REVENUE OFFSET AGAINST EXPENSE IN STATUTORY AUDIT 137,161,116 REINSURANCE EXPENSE OFFSET AGAINST REVENUE IN THE AUDIT 10,976,681 PURCHASE DISCOUNTS OFFSET AGAINST REVENUE IN AUDIT 33,847 INVESTMENT FEES OFFSET AGAINST INVESTMENT INCOME 28,547 EXPENSES OFFSET AGAINST REVENUE 309,973 SCHEDULE D, PAGE 4, PART XIII PART X - FIN 48 FOOTNOTE EFFECTIVE JULY 1, 2007, GEISINGER ADOPTED ACCOUNTING STANDARDS CODIFICATION 740 (FIN48), (FORMERLY KNOWN AS "STATEMENT 109: ACCOUNTING FOR INCOME TAXES- OR "FAS 109"). FIN 48 CLARIFIES THE ACCOUNTING AND REPORTING FOR INCOME TAXES WHERE INTERPRETATION OF THE TAX LAW MAY BE UNCERTAIN. FIN 48 PRESCRIBES A COMPREHENSIVE MODEL FOR THE FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, PRESENTATION AND DISCLOSURE OF INCOME TAX UNCERTAINTIES WITH RESPECT TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON INCOME TAX RETURNS. THE ADOPTION OF FIN 48 HAD NO IMPACT ON UNRESTRICTED NET ASSETS AS OF THE END OF THE CALENDAR YEAR OR ANY PREVIOUS YEAR SINCE ADOPTION. ACCORDINGLY, NO FIN 48 FOOTNOTE DISCLOSURE WAS MADE IN THE GEISINGER CONSOLIDATED FINANCIAL STATEMENTS. CENTRAL AMERICA AND THE CARIBBEAN INVESTMENTS 1564662 EAST ASIA AND THE PACIFIC INVESTMENTS 4411441 EUROPE INVESTMENTS 8712058 NORTH AMERICA INVESTMENTS 2970154 MIDDLE EAST AND NORTH AFRICA INVESTMENTS 7020 17665335 17665335 false false false false false false SCHEDULE F, PAGE 1, PART I, LINE 3 CENTRAL AMERICA AND THE CARIBBEAN 0 1,564,662 EAST ASIA AND THE PACIFIC 0 4,411,441 EUROPE 0 8,712,058 NORTH AMERICA 0 2,970,154 MIDDLE EAST AND NORTH AFRICA 0 7,020 X true true X X X X X X false true false false false false false false true true JAEWON RYU MD JD DIRECTOR 4389743 1102369 1528292 43622 7064026 1064507 KEVIN V ROBERTS MBA CPA SR VP, TREASURER 1697460 1890806 23292 36715 3648273 1488942 KURT WROBEL FSA MAAA PRESIDENT, DIRECTOR 989756 147676 223292 37109 1397833 108014 STEVEN B BENDER ESQUIRE CLO, SECRETARY 879843 129142 203292 43272 1255549 88396 JANET F TOMCAVAGE RN MSN FORMER KEY EMPLOYEE 708640 67588 168292 27574 972094 MARK MCCULLOUGH ASSISTANT TREASURER 695196 90372 92249 24509 902326 70840 ROGER VAN BAAREN CHIEF SALES OFFICER 412234 20092 23292 34442 490060 MARY MASTRANDREA VP, GOV'T PROGRAMS 364325 56847 23292 14339 458803 STACEY BENSELER CHIEF OF COMPLIANCE 377975 17450 23292 26507 445224 BHARGAVI DEGAPUDI MD MEDICAL DIRECTOR 18636 372977 20588 932 22360 3215 19568 419140 CHRISTOPHER TESKA VP, FINANCE 301504 43360 23292 31427 399583 HEATHER SMITH VP, MARKET SALES 199767 24500 111523 22059 11875 369724 FRANK KDAVIS ESQUIRE INTERIM ASST. SECY. 281590 38919 22359 13712 356580 THOMAS CHUBA SR. DIRECTOR, SALES 178001 115001 19037 26892 338931 DAVID J WEADER ESQUIRE ASSISTANT SECRETARY 140062 151123 7523 15289 313997 109356 SUSAN E TORREY COO 270444 9111 18276 4084 301915 JOANN SCIANDRA VP, CARE COORD. 245431 27607 17829 2769 293636 SCHEDULE J, PAGE 1, PART I, LINE 1A TAX INDEMNIFICATION AND GROSS-UP PAYMENTS - FROM TIME TO TIME, THE GEISINGER BOARD OF DIRECTORS OR GEISINGER SENIOR MANAGEMENT APPROVE THE GROSS-UP OF EXPENSES, WHICH FURTHER GEISINGER BUSINESS, FOR TAX OBLIGATIONS. SCHEDULE J, PAGE 1, PART I, LINE 4 JAEWON RYU, MD, JD 0 1,064,507 0 KEVIN V. ROBERTS, MBA, CPA 0 1,488,942 0 KURT WROBEL, FSA, MAAA 0 108,014 0 STEVEN B. BENDER, ESQUIRE 0 88,396 0 MARK MCCULLOUGH 0 70,840 0 DAVID J. WEADER, ESQUIRE 0 143,309 0 SCHEDULE J, PAGE 1, PART I, LINE 8 THE EMPLOYEES LISTED PARTICIPATE IN A COMPENSATION PROGRAM DESIGNED TO BE MARKET COMPETITIVE. FROM TIME TO TIME, DEPENDING ON THE AVAILABILITY OF QUALIFIED APPLICANTS, RECRUITMENT LOANS MAY BE MADE AVAILABLE TO QUALIFIED APPLICANTS IN DIFFICULT TO RECRUIT POSITIONS. SUCH LOANS ARE ONLY PROVIDED IF TOTAL COMPENSATION, INCLUDING THE LOAN AMOUNT, IS CONSIDERED REASONABLE COMPENSATION PER INDEPENDENT SALARY SURVEYS. SCHEDULE J, PART III PART I, LINE 4B - SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN COMPENSATION FOR ELIGIBLE EMPLOYEES MAY BE DEFERRED TO A 457(F) NONQUALIFIED PLAN THAT VESTS WITH COMPLETION OF SERVICE, DEATH AND/OR PERMANENT DISABILITY. MARK MCCULLOUGH COO CFO OFFICER RECRUITMENT X 50000 18439 false true true ROGER VAN BAAREN KEY EMPLOYEE RECRUITMENT X 50000 13640 false true true 32079 FORM 990 FORM 990, PART IX STATEMENT OF FUNCTIONAL EXPENSES, LINE 24E: FEDERAL AND STATE UNRELATED BUSINESS INCOME TAX EXPENSE WAS 180,982 FOR THE REPORTING PERIOD. FORM 990, PART III. LINE 4A, FIRST ACCOMPLISHMENT I. GENERAL INFORMATION FOUNDED IN 1972, INCORPORATED IN 1984, AND LICENSED BY THE DEPARTMENT OF INSURANCE IN 1985, GHP OPERATES IN MOSTLY RURAL CENTRAL AND NORTHEASTERN PA. GHP IS CONSISTENTLY RECOGNIZED FOR QUALITY AND HAS BEEN ACCREDITED FOR QUALITY BY THE NATIONAL COMMITTEE FOR QUALITY ASSURANCE (NCQA) SINCE 1993. THREE COMPANIES COMPRISE WHAT IS KNOWN AS GEISINGER HEALTH PLAN: GEISINGER HEALTH PLAN ("GHP"), TRADITIONAL HEALTH MAINTENANCE ORGANIZATION (HMO); GEISINGER QUALITY OPTIONS, INC, PREFERRED PROVIDER ORGANIZATION (PPO); AND GEISINGER INDEMNITY INSURANCE COMPANY (GIIC), A THIRD-PARTY ADMINISTRATOR (TPA) PROVIDING ADMINISTRATIVE ONLY SERVICES. THE THREE COMPANIES BASED IN DANVILLE, PENNSYLVANIA, HAD MORE THAN 578,550 MEMBERS AS OF DECEMBER 31, 2023. GHP, A NOT-FOR-PROFIT ORGANIZATION, PROVIDES PREPAID MANAGED HEALTHCARE TO MEMBERS. AT DECEMBER 31, 2023, GHP PREDOMINATELY PROVIDED MANAGED HEALTHCARE TO GOVERNMENT PROGRAMS INCLUDING 288,952 MEDICAID MEMBERS, 54,858 MEDICARE ADVANTAGE MEMBERS AND 18,132 CHIP MEMBERS. GHP ALSO PROVIDED MANAGED HEALTHCARE TO 41,657 COMMERCIAL MEMBERS. NEW FACILITIES AND MORE SERVICES GHP, A 501(C)(4) NONPROFIT ORGANIZATION, INVESTS REVENUES IN EXCESS OF COSTS TO PROVIDE HEALTHCARE TO MEMBERS TO IMPROVE FACILITIES AND SERVICES, INCREASE BENEFITS AND PROVIDE AFFORDABLE RATES. GHP TYPICALLY MAKES ANNUAL CONTRIBUTIONS TO GEISINGER HEALTH (GH), IT'S 501(C)(3) PARENT, TO ENHANCE TEACHING, EDUCATION AND RESEARCH PROJECTS TO BENEFIT ALL PENNSYLVANIANS. THESE CONTRIBUTIONS ARE USED TO FUND NEW FACILITIES AND TO ADD SERVICES TO OUR EXISTING HOSPITALS AND PHYSICIAN CLINICS IN DIRECT SUPPORT OF GH'S CHARITABLE MISSION AND OF ITS CHARITABLE AFFILIATES BY ENHANCING HEALTHCARE PROGRAMS AND SERVICES THROUGHOUT THE REGION WHILE IMPROVING THE AVAILABILITY OF PATIENT CARE IN OUR SERVICE AREA. PROVIDING AFFORDABLE, HIGH QUALITY, COMPREHENSIVE HEALTHCARE AND BENEFITS INCREASES ACCESS OF CARE TO THOSE WHO MIGHT NOT OTHERWISE BE ABLE TO AFFORD HEALTHCARE AND CONTRIBUTES TO QUALITY OF LIFE IN THE COMMUNITIES WE SERVE. GHP PROVIDES COMPLETE HEALTHCARE SERVICES ON A PREPAID BASIS THROUGH AN INTEGRATED HEALTHCARE DELIVERY SYSTEM, PROVIDING HEALTHCARE TO THE ENTIRE COMMUNITY. GHP CHANNELS EXPERIENCE, KNOWLEDGE AND FUNDS TO PURSUE GEISINGER'S PROJECTS. NO OTHER ORGANIZATION IN THIS REGION HAS BOTH PROVIDER AND PAYER JOINED TOGETHER TO CREATE SYNERGIES TO IMPROVE THE HEALTH OF THE COMMUNITIES SERVED. PROVENHEALTH NAVIGATOR (PHN) GHP'S PROVENHEALTH NAVIGATOR IS A PARTNERSHIP BETWEEN PATIENTS, PRIMARY CARE PROVIDERS AND GHP TO IMPROVE MEMBERS' HEALTH. ALSO KNOWN AS A "MEDICAL HOME," PHN PROVIDES A CASE MANAGER WHO WORKS WITH THE MEMBER'S HEALTHCARE PROVIDERS, THE MEMBER AND THE MEMBER'S FAMILY COORDINATING CARE WITH HOSPITALS, SPECIALISTS, PHARMACISTS AND SKILLED NURSING FACILITIES. THE MODEL BLENDS ASPECTS OF CHRONIC CARE, MEDICAL HOME AND PATIENT CENTERED PRIMARY CARE MODELS. ADDITIONAL FUNCTIONAL COMPONENTS ARE INCLUDED, CREATING A NEW HEALTHCARE DELIVERY VEHICLE: HEALTH NAVIGATOR ("HN"). ACTING AS THE FIRST LINE CAREGIVER AND GUIDE, GHP NURSE CASE MANAGERS HELP MEMBERS NAVIGATE THE HEALTH CARE SYSTEM. HN'S KEY STRATEGY OFFERS MEMBERS ACCESS TO AN HN CASE MANAGER 24 HOURS A DAY, 7 DAYS A WEEK. THE PRIMARY CARE PRACTICE TEAM AND GHP, WORKING WITH THE MEMBER AT THE CORE OF THE SYSTEM, ACCEPT RESPONSIBILITY TO OPTIMIZE HEALTH STATUS FOR EACH INDIVIDUAL MEETING WITH PREESTABLISHED QUALITY, EFFICIENCY, AND MEMBER SATISFACTION OUTCOME TARGETS FOR THE PRACTICE POPULATION. THE COST OF PROVIDING PHN TO NONMEMBERS WAS 812 THOUSAND DURING 2023. PROVENCARE CHRONIC DISEASE GEISINGER IDENTIFIED COMMON CHRONIC DISEASES (DIABETES, CORONARY ARTERY DISEASE, CONGESTIVE HEART FAILURE) AND ADULT PREVENTION MEASURES (IMMUNIZATIONS, COLONOSCOPIES, ETC.). USING EVIDENCE BASED BEST PRACTICES, CARE WAS "BUNDLED" TO INCLUDE THE MOST EFFECTIVE TREATMENT. SUCCESS IS MEASURED BY MEETING 100% OF THE BUNDLE REQUIREMENTS, TRACKED OVER TIME. GEISINGER'S MADE SIGNIFICANT IMPROVEMENT MEETING THE BUNDLE REQUIREMENTS FOR DIABETES AND PREVENTIVE CARE FOR ADULTS. PROVENCARE ACUTE EPISODIC CARE (THE "WARRANTY") BEGINNING WITH CORONARY ARTERY BYPASS GRAFTS (CABG), THE PROCESS INCLUDES IDENTIFYING HIGH VOLUME DIAGNOSIS RELATED GROUPS (DRGS), DETERMINING BEST PRACTICE TECHNIQUES AND DELIVERING EVIDENCE BASED CARE. THE GEISINGER CLINICAL ENTERPRISE WORKED WITH GHP TO ESTABLISH A GLOBAL FEE THAT INCLUDES PREOPERATIVE CARE, HOSPITALIZATION, PHYSICIAN FEES, REHABILITATION, AND CARE (ADMISSIONS DUE TO COMPLICATIONS) RELATED TO THE SURGERY WITHIN 90 DAYS. THIS ADDITIONAL CARE IS NOT CHARGED (IF SEEN AT A GEISINGER FACILITY). THIS "WARRANTED" CARE HAS BEEN SUCCESSFUL AND FEATURED IN THE NEW YORK TIMES AND IN THE ANNALS OF SURGERY. GEISINGER HAS PROGRAMS FOR ANGIOPLASTY WITH ACUTE MYOCARDIAL INFARCTION (HEART ATTACK), HIP REPLACEMENT, CATARACTS, ERYTHROPOIETIN (A DRUG USED FOR KIDNEY PATIENTS), PERINATAL CARE, LOW BACK PAIN AND BARIATRIC SURGERY. FORM 990, PAGE 2, PART III, LINE 4A TRANSITIONS OF CARE HELPING PATIENTS TRANSITION THROUGH LEVELS OF CARE, FROM HOSPITAL TO HOME, IS AN IMPORTANT COMPONENT OF ENSURING COMPREHENSIVE AND HIGH QUALITY HEALTHCARE SERVICES. GEISINGER HAS IMPLEMENTED NEW STRATEGIES WITHIN THE HOSPITAL AND PRIMARY AND SPECIALTY SETTINGS TO ANTICIPATE PATIENT NEEDS AND COORDINATE SERVICES TO ASSURE TIMELY AND SAFE TRANSITIONS. THESE STRATEGIES INCORPORATED TIMELY COMMUNICATION FROM THE HOSPITAL TO PRIMARY CARE PROVIDERS, LEVERAGED DATA FROM ELECTRONIC HEALTH RECORDS & CLAIMS TO IDENTIFY RISK AND USED CASE MANAGERS TO PROVIDE EARLY FOLLOW UP SERVICES. GEISINGER'S EFFORTS AROUND TRANSITIONS HAVE DEMONSTRATED MORE COORDINATED FOLLOW THROUGH AFTER DISCHARGE AND REDUCTIONS IN READMISSIONS. ELECTRONIC HEALTH RECORD (EHR) GEISINGER IS ON THE FOREFRONT IN THE DEVELOPMENT AND USE OF THE EHR. GHP HELPED SUPPORT THE 100 MILLION INVESTED IN EHR OVER THE LAST SEVERAL YEARS. ENDLESS POSSIBILITIES EXIST FOR IMPROVING THE QUALITY OF CARE WITH THE EHR. GHP USES THE EHR TO COMMUNICATE WITH MEMBERS WHO ARE INVOLVED IN MEDICAL OR DISEASE MANAGEMENT PROGRAMS AND THEIR PHYSICIANS. GEISINGER ALLOWS COMMUNITY HOSPITALS AND PHYSICIANS TO ACCESS PATIENT INFORMATION TO CARE FOR THEIR PATIENTS. DISEASE AND CASE MANAGEMENT SERVICES TO IMPROVE THE HEALTH OF MEMBERS, GHP PROVIDES DISEASE AND CASE MANAGEMENT PROGRAMS AND SERVICES TO COORDINATE CARE FOR THOSE WITH CHRONIC CONDITIONS. THE PROGRAMS ARE FOCUSED ON CONGESTIVE HEART FAILURE, HYPERTENSION, DIABETES, CORONARY ARTERY DISEASE, OSTEOPOROSIS, CHRONIC OBSTRUCTIVE PULMONARY DISEASE, CHRONIC KIDNEY DISEASE, ASTHMA, TOBACCO CESSATION AND WEIGHT MANAGEMENT. THESE PROGRAMS WERE THE RESULT OF A COLLABORATION OF EXPERTISE BETWEEN GHP AND GEISINGER PROVIDERS AND HAVE ATTAINED NATIONAL RECOGNITION BY HEALTH MANAGEMENT ORGANIZATIONS & INDUSTRY GROUPS. THIS SUCCESSFUL COLLABORATION IS AN EXAMPLE OF HOW THIS UNIQUE RELATIONSHIP BENEFITS THE COMMUNITY. COMMUNITY HEALTH, EDUCATION AND OUTREACH GHP EMPLOYEES PROVIDE THE PUBLIC WITH INFORMATION ON TOPICS SUCH AS INSURANCE EDUCATION, ADVANCE DIRECTIVES, DENTAL AND HAND HYGIENE, ASTHMA CARE, THE IMPORTANCE OF SCREENINGS & IMMUNIZATIONS AND WELLNESS. GHP PROVIDED INFORMATION TO 43,441 INDIVIDUALS AT 1,818 EVENTS INCLUDING HEALTH FAIRS, SCHOOL BASED PRESENTATIONS, SEMINARS AND ORGANIZATIONAL MEETINGS. THIS EDUCATION INCLUDED: -339 HEALTH EDUCATION EVENTS FOR CHILDREN WERE HELD COVERING DENTAL, NUTRITION & PHYSICAL ACTIVITY, HAND HYGIENE AND SUN SAFETY TOPICS, REACHING 3,062 CHILDREN AT THESE EVENTS. -NEARLY 370 EVENTS SUPPORTED EVIDENCE BASED CHRONIC DISEASE PROGRAMMING, REACHING A TOTAL PARTICIPATION OF OVER 350 INDIVIDUALS. -OVER 1,415 WELLNESS ACTIVITIES WERE HELD AT EMPLOYER GROUPS AND COMMUNITY EVENTS. ALL OF OUR PROGRAMS ARE AVAILABLE TO OUR COMMERCIAL MEMBERS WHICH REPRESENT APPROXIMATELY 171,643 INDIVIDUALS. -A COMMUNITY FLU EVENT WAS HELD, PROVIDING 161 FLU SHOTS. GHP EDUCATES THE GENERAL PUBLIC, MEMBERS, EMPLOYER GROUPS, BROKERS, PARTICIPATING PROVIDERS AND OFFICE PERSONNEL ON HEALTH AND WELLNESS TOPICS RANGING FROM WOMEN'S HEALTH TO COLD AND FLU PREVENTION. THE INFORMATION IS AVAILABLE IN A VARIETY OF FORMATS INCLUDING NEWSPAPER ARTICLES, NEWSLETTERS, EMAILS, BROCHURES AND POSTERS. GHP SUPPORTS MANY LOCAL ORGANIZATIONS THROUGH COMMUNITY SPONSORSHIPS. THE ORGANIZATIONS INCLUDED LOCAL CHAMBERS OF COMMERCE AND THE BOY SCOUTS OF AMERICA. THE COST OF COMMUNITY HEALTH, EDUCATION AND OUTREACH ACTIVITIES WAS 4.4M DURING 2023. HEALTH EQUITY AT GEISINGER HEALTH PLAN, FOSTERING DIVERSITY, EQUITY, AND INCLUSION (DEI) IS FUNDAMENTAL TO OUR MISSION TO PROVIDE OPTIMAL CARE AND ENGAGE WITH OUR COMMUNITIES. IN 2021, GEISINGER HIRED ITS FIRST CHIEF DIVERSITY, EQUITY AND INCLUSION OFFICER (CDEIO). IN THIS ROLE, THE CDEIO IMPLEMENTED A MULTIPRONGED STRATEGY THAT PRIORITIZED THE IMPORTANCE OF IMPLEMENTING STRATEGIES THAT SUPPORT HIRING DIVERSE TALENT, CREATING AN INCLUSIVE CULTURE, SUPPORTING COMMUNITY ENGAGEMENT, PROMOTING HEALTH EQUITY, AND ENSURING SUPPLIER DIVERSITY. THE HEALTH EQUITY STEERING COMMITTEE (HESC) SUPPORTS THE HEALTH PLAN AND CLINICAL ENTERPRISE TO PROVIDE GOVERNANCE OVERSIGHT OF THE HEALTH EQUITY STRATEGY. THE HESC HAS CREATED FOUR SUBCOMMITTEES TO ASSIST WITH DATA, PATIENT AND MEMBER SERVICES, COMMUNITY HEALTH INITIATIVES, AND CULTURAL COMPETENCY. IN 2023, GHP IMPLEMENTED HEALTH EQUITY STEERING COMMITTEE, WHICH GUIDES THE HEALTH PLAN IN ADDRESSING DISPARITIES AMONG SPECIFIC POPULATIONS. THE STEERING COMMITTEE GUIDES THE STRATEGY, WORKFLOWS, AND PROCESSES UNIQUE TO GEISINGER HEALTH PLAN AND IS COMPRISED OF A MULTIDISCIPLINARY TEAM OF KEY LEADERS AND STAKEHOLDERS FROM ACROSS THE HEALTH PLAN. THE GHP STEERING COMMITTEE HAS 5 PILLARS OF FOCUS: INFORMATION GATHERING, DATA AND REPORTING; HEALTH PLAN OPERATIONS; MEMBER ENGAGEMENT, PROGRAMS, PILOTS AND INTERVENTIONS; VENDORS, PARTNERSHIPS AND CBOS. IN OUR ELECTRONIC HEALTH RECORD, WE HAVE DEFINED DATA ELEMENTS, CLINICAL WORKFLOWS AND ORGANIZATIONAL PRACTICE TO ASK PATIENTS AND MEMBERS THEIR RACE, ETHNICITY, LANGUAGE PREFERENCE, SEX, GENDER IDENTITY, SEX ASSIGNED AT BIRTH, ORGAN INVENTORY, AND AFFIRMATION HISTORY, INCLUDING UTILIZING THE SOGI SMARTFORM TO COLLECT ADDITIONAL INFORMATION OF PRONOUNS AND SEXUAL ORIENTATION, AS WELL AS VETERAN STATUS. THE SAME DATA ELEMENTS WERE ADOPTED BY THE HEALTH PLAN FOR WORKFLOWS AND DATA COLLECTION. GHP ALIGNS INFORMATION TECHNOLOGIES FOR MEMBER DATA MANAGEMENT. WE INVEST IN DATA INFORMATICS TO DEVELOP PATHWAYS TO COLLECT HEALTH CARE DATA, WHICH WE ANALYZE USING REPORTING TOOLS. WE IDENTIFY OUTCOME DISPARITIES DUE TO INEQUITIES AND SOCIAL DETERMINANTS THAT IMPACT OUR MEMBERS' HEALTH AND BUILD INTERVENTIONS AND PROGRAMS TO CLOSE THE GAPS. THIS ENABLES US TO INCORPORATE THE WAYS WE COLLECT KEY DEMOGRAPHIC DATA, SUCH AS RACE/ETHNICITY, LANGUAGE PREFERENCES, AGE, SEXUAL ORIENTATION, AND GENDER IDENTITY. GEISINGER CONTINUES TO DEVELOP NEW AND INNOVATIVE WAYS TO UTILIZE OUR DATA TO BEST SERVE OUR MEMBERS. BRANCHING OUT FROM OUR USUAL DATA SETS HAS ALLOWED US TO USE OUR DATA TO GUIDE AND IDENTIFY WHERE HEALTH DISPARITIES MAY EXIST ACROSS RACE, ETHNICITY, AND OTHER FACTORS. IT HAS ALSO ALLOWED US TO IDENTIFY PATTERNS IN HEALTH DISPARITIES WITHIN OUR MEMBERSHIP, HELPING US UNDERSTAND WHERE AND HOW TO BEST TARGET OUR EFFORTS. WE HAVE LEVERAGED THIS DATA TO IDENTIFY TARGET DISPARITIES AND COMMUNITIES AND WORK TO FORM PARTNERSHIPS WITHIN THE COMMUNITY TO ADDRESS THE IDENTIFIED DISPARITIES. GEISINGER UNDERSTANDS THAT OUR MEMBERS ARE THE TRUE EXPERTS WHEN IT COMES TO THEIR HEALTH AND THE VALUE THAT THEY ADD THROUGH THEIR VAST KNOWLEDGE OF THEIR OWN COMMUNITY AND THROUGH LIVED EXPERIENCES OF THEIR OWN. THIS MULTIFACETED APPROACH CONTINUES TO GUIDE US AND HELP US UNDERSTAND THE IMPACT OF DIFFERENT DISPARITIES IN THE DIFFERENT COMMUNITIES AND WORK COLLABORATIVELY WITH OUR MEMBERS AND OTHER VALUABLE COMMUNITY STAKEHOLDERS TO FORM PARTNERSHIPS, CRAFT TARGETED INTERVENTIONS TO REDUCE DISPARITIES AND IMPROVE HEALTH OUTCOMES FOR OUR MEMBERS. SOCIAL DETERMINANTS OF HEALTH GEISINGER IS PROACTIVELY ADDRESSING SOCIAL DETERMINANTS OF HEALTH (SDOH) AND HEALTH DISPARITIES IN A VARIETY OF WAYS. WE HAVE MOVED BEYOND TRADITIONAL MEDICAL CARE TO PROVIDE COORDINATED SOCIAL SERVICES AND OPPORTUNITIES TO OUR PATIENTS AND HEALTH PLAN MEMBERS WHILE CONNECTING THEM WITH COMMUNITY-BASED ORGANIZATIONS. WE ARE WORKING ACROSS SECTORS TO FIND CREATIVE, INNOVATIVE WAYS TO HELP INDIVIDUALS ADDRESS THE SOCIAL AND ENVIRONMENTAL FACTORS THAT IMPACT THEIR HEALTH. COMMUNITY HEALTH BENEFIT FUND WHILE STABLE HOUSING, FRESH FRUITS, VEGETABLES, AND TRANSPORTATION OPTIONS ARE OFTEN NOT DEEMED HEALTH CARE NEEDS, THEY, ALONG WITH OTHER NECESSITIES, ARE VITAL TO POSITIVE HEALTH OUTCOMES. THE COMMUNITY HEALTH BENEFIT FUND WAS ESTABLISHED TO PROVIDE COMMUNITY ORGANIZATIONS WITH RESOURCES AND SERVICES NEEDED TO FOSTER POSITIVE HEALTH OUTCOMES. THE KEY AREAS WITH FUNDING NEEDS IDENTIFIED INCLUDE: 1.FOOD 2.HOUSING 3.TRANSPORTATION 4.MEDICATION 5.CONNECTIONS 6.SAFETY 7.CHILDCARE 8.CLOTHING 9.UTILITIES 10.EMPLOYMENT FUND RECIPIENTS MUST BE A 501C3 AND ARE APPROVED BY THE COMMUNITY HEALTH BENEFIT FUND COMMITTEE WHO MEET QUARTERLY TO DISCUSS NEEDS AND GAIN APPROVAL OF ALLOCATED FUNDING WITHIN THE GEISINGER FOOTPRINT. IDENTIFICATION OF NEEDS: WE HAVE BEEN SCREENING OUR MEMBERS AND PATIENTS FOR SOCIAL NEEDS SINCE 2018 AND IN 2021 IMPLEMENTED A SOCIAL NEEDS SCREENING TO IDENTIFY URGENT NEEDS WITH MEMBERS AND PATIENTS. THE SCREENING IS DESIGNED TO SURFACE THE MOST URGENT NEEDS OF OUR PATIENTS AND MEMBERS. AT THE CONCLUSION OF THE SOCIAL NEEDS SCREENINGS, PATIENTS AND MEMBERS ARE THEN ASKED TO SELECT THE DOMAIN(S) THEY WOULD LIKE TO RECEIVE HELP. RESPONSE TO IDENTIFIED SOCIAL NEEDS: AS GEISINGER STARTED TO SCREEN FOR SOCIAL NEEDS IN 2018, THE ORGANIZATION ALSO BEGAN THE JOURNEY TO IDENTIFY A VENDOR TO UNIVERSALLY ADDRESS SOCIAL NEEDS, PROVIDE OUR CLINICAL AND CARE MANAGEMENT TEAMS WITH RESOURCES, PROVIDE OUR PATIENTS A FORM 990, PART V FORM 990, PART V, LINE 1A: ENTER THE NUMBER REPORTED IN BOX 3 OF FORM 1096, ANNUAL SUMMARY AND TRANSMITTAL OF U.S. INFORMATION RETURNS. GEISINGER SYSTEM SERVICES (GSS), AN AFFILIATE OF THE ORGANIZATION, PROVIDES A CENTRALIZED ACCOUNTS PAYABLE FUNCTION FOR ALL GEISINGER ORGANIZATIONS. AS THE ACCOUNTS PAYABLE PROCESSOR, GSS PREPARES AND FILES FORM 1099 UNDER ITS EIN FOR CERTAIN REPORTABLE PAYMENTS OF THE FILING ORGANIZATION. THE NUMBER OF FORM 1099'S FILED BY GSS FOR THE 2023 REPORTING PERIOD ON BEHALF OF ITSELF AND ITS AFFILIATES WAS 1,321. THE RESPONSE ENTERED ON LINE 1A FOR THE ORGANIZATION INCLUDES ONLY THOSE FORM 1099S FILED UNDER THE ORGANIZATIONS EIN, IT DOES NOT INCLUDE THOSE FILED BY GSS ON ITS BEHALF. FORM 990, PART VI FORM 990, PART VI, SECTION A, LINE 2: DID ANY OFFICER, DIRECTOR, TRUSTEE, OR KEY EMPLOYEE HAVE A FAMILY RELATION- SHIP OR BUSINESS RELATIONSHIP WITH ANY OTHER OFFICER, DIRECTOR, TRUSTEE, OR KEY EMPLOYEE? BENJAMIN K. CHU, MD, MPH, MACP, CHRISTOPHER B. SULLIVAN, DAVID J. WEADER, ESQUIRE, DONALD T. ROSINI, HEATHER M. ACKER, JAEWON RYU, MD, JD, JOHN C. BRAVMAN, PHD, KEVIN V. ROBERTS, MBA, CPA, KURT WROBEL, FSA, MAAA, MARK MCCULLOUGH, SHERRY A. GLIED, PHD, STEVEN B. BENDER, ESQUIRE, THOMAS H. LEE, JR, MD, MSC, THOMAS J. LISTON, AND V. CHRIS HOLCOMBE ALL HAVE A BUSINESS RELATIONSHIP WITH ONE ANOTHER BECAUSE THEY SERVE AS OFFICERS AND/OR DIRECTORS ON ONE OR MORE FOR-PROFIT AFFILIATES OF THE ENTITY. ALL AFFILIATES ARE PART OF GEISINGER. FORM 990, PAGE 6, PART VI, LINE 1A THERE WAS A DELEGATION OF AUTHORITY TO THE GEISINGER HEALTH EMERGENCY ACTION COMMITTEE, WHICH IS COMPRISED OF THE CHAIR OF THE BOARD, VICE-CHAIR OF THE BOARD, THE PRESIDENT AND CEO (EX-OFFICIO DIRECTOR), CHAIR OF THE FINANCE COMMITTEE AND CHAIR OF THE PATIENT EXPERIENCE, ACADEMIC AFFAIRS AND QUALITY COMMITTEE. UNDER THE NONPROFIT CORPORATION LAW AND UNDER GEISINGER HEALTH'S CORPORATE BYLAWS, THE EMERGENCY ACTION COMMITTEE SHALL EXERCISE THE POWER AND AUTHORITY OF THE BOARD OF DIRECTORS TO ACT ON EMERGENCY MATTERS BETWEEN MEETINGS OF THE BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 6 THE MEMBERS OF THE CORPORATION HAVE THE POWER AND AUTHORITY TO ELECT AND REMOVE THE DIRECTORS; ELECT AND REMOVE THE PRESIDENT AND FILL ANY VACANCY IN THE OFFICE OF THE PRESIDENT OF THE CORPORATION; AND, MAY APPROVE AMENDMENTS TO THE CORPORATE BYLAWS IN LIEU OF SUCH APPROVAL BY THE BOARD OF DIRECTORS. THE MEMBERS ALSO HAVE THE RESERVE POWERS AS SET FORTH IN THE PENNSYLVANIA NONPROFIT CORPORATION LAW. FORM 990, PAGE 6, PART VI, LINE 7A THE BOARD OF DIRECTORS OF THE CORPORATION SHALL SERVE AS THE GOVERNING BODY OF THE CORPORATION. THE PRESIDENT OF THE CORPORATION SHALL BE A DIRECTOR BY REASON OF HOLDING SUCH OFFICE. THE REMAINING DIRECTORS SHALL BE ELECTED BY THE MEMBERS AT THE ANNUAL MEETING OF THE MEMBERS. THE MEMBERS OF THE CORPORATION MAY SERVE AS DIRECTORS AND DIRECTORS MAY SUCCEED THEMSELVES FROM TERM TO TERM. VACANCIES ON THE BOARD OF DIRECTORS SHALL BE FILLED BY THE MEMBERS AT THEIR DISCRETION AT THE ANNUAL MEETING OF THE MEMBERS OR AT A SPECIAL MEETING CALLED FOR SUCH PURPOSE. FORM 990, PAGE 6, PART VI, LINE 7B THE MEMBERS OF THE CORPORATION HAVE THE POWER AND AUTHORITY TO ELECT AND REMOVE THE DIRECTORS; ELECT AND REMOVE THE PRESIDENT AND FILL ANY VACANCY IN THE OFFICE OF THE PRESIDENT OF THE CORPORATION; AND, MAY APPROVE AMENDMENTS TO THE CORPORATE BYLAWS IN LIEU OF SUCH APPROVAL BY THE BOARD OF DIRECTORS. THE MEMBERS ALSO HAVE THE RESERVE POWERS AS SET FORTH IN PENNSYLVANIA NONPROFIT CORPORATION LAW. FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 IS PREPARED BY GEISINGER TAX AND FINANCE DEPARTMENTS WITH INFORMATION PROVIDED FROM FINANCE, TAX, HUMAN RESOURCES, LEGAL SERVICES AND OTHER RELEVANT DEPARTMENTS WITHIN GEISINGER. PRIOR TO FINALIZATION, THE RETURN IS REVIEWED BY PWC US TAX, LLP. THE CHIEF FINANCIAL OFFICER OF GEISINGER AND THE INDIVIDUAL ORGANIZATIONS SENIOR FINANCIAL MANAGERS REVIEW THEIR RESPECTIVE FORM 990 PRIOR TO MAKING THE FINAL RETURN AVAILABLE TO THE BOARD. ALL OFFICERS AND DIRECTORS WERE ELECTRONICALLY PROVIDED A FINAL COPY OF THE FORM 990 PRIOR TO FILING THE RETURN WITH THE IRS. AN EXECUTIVE SUMMARY OF THE INFORMATION REPORTED ON THE RETURN IS PROVIDED TO ASSIST IN THE REVIEW. IN ACCORDANCE WITH THE GEISINGER HEALTH BOARD OF DIRECTOR'S FINANCE COMMITTEE CHARTER, GEISINGER ORGANIZATIONS' FORM 990 FILINGS ARE REVIEWED ANNUALLY. FORM 990, PAGE 6, PART VI, LINE 12C THE OFFICERS AND DIRECTORS OF THE ORGANIZATION ARE SUBJECT TO THE GEISINGER CONFLICT OF INTEREST POLICY FOR DIRECTORS, OFFICERS AND SENIOR LEADERS. AT LEAST ONCE EACH YEAR DIRECTORS, OFFICERS, KEY EMPLOYEES, SENIOR LEADERS AND OTHERS DESIGNATED BY THE BOARD OF DIRECTORS ARE REQUIRED TO DISCLOSE IN WRITING THE EXISTENCE OF ANY POTENTIAL FINANCIAL INTERESTS THAT MAY GIVE RISE TO A CONFLICT OF INTEREST WITH ANY AFFILIATE WITHIN GEISINGER. THE DISCLOSURES ARE REVIEWED BY THE OFFICE OF THE CHIEF COMPLIANCE OFFICER AND REPORTED TO THE AUDIT AND COMPLIANCE COMMITTEE AND/OR BOARD OF DIRECTORS. AFTER REVIEW OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, INPUT FROM DEPARTMENT OF LEGAL SERVICES AND ANY DISCUSSION WITH THE PERSON DESIRED BY THE BOARD OR COMMITTEE, THE COMMITTEE/BOARD DECIDES IF A CONFLICT EXISTS AND TAKES APPROPRIATE ACTION. THE INDIVIDUAL DISCLOSING THE FINANCIAL INTEREST IS ABSENT DURING THE COMMITTEE/BOARD DELIBERATIONS AND DECISIONS ON THE MATTER. FORM 990, PAGE 6, PART VI, LINE 15A THE PROCESS TO REVIEW AND APPROVE THE COMPENSATION OF GEISINGER EMPLOYED BOARD DIRECTORS, OFFICERS, AND EXECUTIVE MANAGEMENT IS DESIGNED TO SATISFY THE REBUTTABLE PRESUMPTION PROCEDURE AVAILABLE FOR INTERMEDIATE SANCTION PURPOSES. THE PROCESS REQUIRES A REVIEW OF COMPENSATION DETERMINATIONS BY DISINTERESTED PARTIES, USE OF APPROPRIATE COMPARABILITY DATA AND CONTEMPORANEOUS DOCUMENTATION OF THE PROCESS. ON AN ANNUAL BASIS AN INDEPENDENT, NATIONALLY RECOGNIZED COMPENSATION CONSULTANT COMPLETES A COMPARATIVE ASSESSMENT OF COMPENSATION FOR THE CEO AND SENIOR MANAGEMENT WITHIN GEISINGER. THE CONSULTANT'S REPORT IS PRESENTED TO THE GEISINGER FAMILY COMMITTEE PRIOR TO ANY COMPENSATION ADJUSTMENT. THE REPORT SUPPORTS THE RIGOROUS REVIEW COMPLETED BY THE GEISINGER FAMILY COMMITTEE TO ENSURE THAT THE PROGRAM IS RESPONSIBLE TO THE GEISINGER CHARITABLE MISSION, REFLECTS REASONABLE COMPENSATION WITHIN THE NONPROFIT MARKET AND IS COMPLIANT WITH THE IRS'S INTERMEDIATE SANCTION REQUIREMENTS. THE SURVEY DATA IN THE COMPARATIVE ANALYSIS IS CAPTURED FOR FUNCTIONALLY COMPARABLE POSITIONS IN MULTIPLE SIMILAR NONPROFIT ORGANIZATIONS AND REFLECTS TOTAL REMUNERATION PROVIDED IN THE MARKET. ALL SURVEYS ARE CONDUCTED BY THIRD PARTY ORGANIZATIONS AND NOT CONDUCTED AT THE SPECIFIC DIRECTION OF GEISINGER. ANY COMPENSATION ADJUSTMENTS ARE APPROVED BY THE GEISINGER FAMILY COMMITTEE PRIOR TO THE EFFECTIVE DATE OF THE PAYMENT. THE GEISINGER FAMILY COMMITTEE AT ITS SOLE DISCRETION MAY POSITIVELY OR NEGATIVELY ADJUST ANY RECOMMENDED COMPENSATION. FORM 990, PAGE 6, PART VI, LINE 15B SEE SCHEDULE O RESPONSE TO FORM 990, PART VI, SECTION B, QUESTION 15A. FORM 990, PAGE 6, PART VI, LINE 19 FINANCIAL STATEMENTS, FORM 990, THE CONFLICTS OF INTEREST POLICY, AND OTHER GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VIII FORM 990, PART VIII, LINE 2B: THE IC SUPPORT SERVICE REVENUE REPRESENTS REVENUE FROM INTERCOMPANY MANAGEMENT, ADMINISTRATIVE, AND CONSULTING SERVICES PROVIDED TO RELATED TAXABLE ORGANIZATIONS. THE ORGANIZATION AND RELATED TAXABLE ORGANIZATIONS ARE ALL CONTROLLED BY GEISINGER HEALTH. THE SERVICES, PROVIDED AT OR BELOW COST, ARE PERFORMED WITHOUT A PROFIT MOTIVE TO PROMOTE THE EFFICIENT OPERATION OF GEISINGER IN CARRYING OUT ITS CHARITABLE MISSION. THE SERVICES ARE NOT OFFERED TO UNRELATED ORGANIZATIONS OR TO THE GENERAL PUBLIC. UNDER IRS ADVISORY DATED MARCH 7, 2014, THESE INTERCOMPANY SHARED SERVICES ARE NOT INCLUDED IN THE DEFINITION OF UNRELATED BUSINESS INCOME AND SHOULD NOT TO BE INCLUDED ON FORM 990-T DUE TO THE ABSENCE OF THE FOLLOWING TWO CONDITIONS: (1) THE SERVICES MUST BE ABOVE COST OR AT FAIR MARKET VALUE, AND (2) THERE MUST BE A PROFIT MOTIVE. FORM 990, PART XI, LINE 9 FORM 990T BOOK TO TAX ADJUSTMENT: 481A REVENUE -2,240 TRANSFER TO PARENT, GEISINGER HEALTH -74,000,000 TOTAL -74,002,240 FORM 990, PART XII FORM 990, PART XII, LINE 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? FEDERAL AWARDS ARE AUDITED AS A PART OF THE GEISINGER'S CONSOLIDATED REPORT ON FEDERAL AWARDS IN ACCORDANCE WITH UNIFORM GUIDANCE, 2 C.F.R. PART 200, SUBPART F. FOOTNOTE: THROUGHOUT THIS DOCUMENT, THE TERMS "GEISINGER- OR "GEISINGER HEALTH" SHALL REFER TO THE ENTIRE HEALTH CARE SYSTEM COMPRISED OF GEISINGER HEALTH FOUNDATION (THE "FOUNDATION") AS PARENT AND ALL SUBSIDIARY CORPORATE ENTITIES COMPRISING THE HEALTH CARE SYSTEM. IN ADDITION, THROUGHOUT THIS DOCUMENT, THE TERM "SYSTEM" SHALL REFER TO THE ENTIRE HEALTH CARE SYSTEM AS PREVIOUSLY DEFINED PLUS ITS AFFILIATES. GEISINGER HEALTH 100 NORTH ACADEMY AVE MC 49-70 DANVILLE PA 17822 231995911 PHILANTHRO PA 501C3 7 N/A false GEISINGER MEDICAL CENTER 100 NORTH ACADEMY AVE MC 49-70 DANVILLE PA 17822 240795959 HOSPITAL PA 501C3 3 GH false GEISINGER CLINIC 100 NORTH ACADEMY AVE MC 49-70 DANVILLE PA 17822 236291113 PHYSN SVCS PA 501C3 3 GH false GEISINGER WYOMING VALLEY MED CTR 100 NORTH ACADEMY AVE MC 49-70 DANVILLE PA 17822 231996150 HOSPITAL PA 501C3 3 GH false MARWORTH 100 NORTH ACADEMY AVE MC 49-70 DANVILLE PA 17822 232171417 D&A REHAB PA 501C3 3 GH false GEISINGER SYSTEM SERVICES 100 NORTH ACADEMY AVE MC 49-70 DANVILLE PA 17822 232164794 SUPPORT SV PA 501C3 12A GH false GEISINGER COMMUNITY HEALTH SERVICES 100 NORTH ACADEMY AVE MC 49-70 DANVILLE PA 17822 232967235 HEALTHCARE PA 501C3 10 GSS false GEISINGER INSURANCE CORPORATIONRRG 100 NORTH ACADEMY AVE MC 49-70 DANVILLE PA 17822 141909894 SELF INS VT 501C3 12A GH false COMMUNITY MEDICAL CENTER 100 NORTH ACADEMY AVE MC 49-70 DANVILLE PA 17822 240862246 HOSPITAL PA 501C3 3 GH false GEISINGER-BLOOMSBURG HOSPITAL 100 NORTH ACADEMY AVE MC 49-70 DANVILLE PA 17822 232193572 HOSPITAL PA 501C3 3 GH false GEISINGER-LEWISTOWN HOSPITAL 100 NORTH ACADEMY AVE MC 49-70 DANVILLE PA 17822 231352187 HOSPITAL PA 501C3 3 GH false KEYSTONE HEALTH INFORMATION EXCH 100 NORTH ACADEMY AVE MC 49-70 DANVILLE PA 17822 464359893 RHIO PA 501C3 12A GH false WEST SHORE ADVANCED LIFE SUPP SVCS 100 NORTH ACADEMY AVE MC 49-70 DANVILLE PA 17822 232463002 HEALTHCARE PA 501C3 7 GC false GEISINGER COMMONWEALTH SCH OF MED 100 NORTH ACADEMY AVE MC 49-70 DANVILLE PA 17822 260812968 EDUCATION PA 501C3 2 GH false GEISINGER JERSEY SHORE HOSPITAL 100 NORTH ACADEMY AVE MC 49-70 DANVILLE PA 17822 240792115 HOSPITAL PA 501C3 3 GH false GEISINGER MEDICAL CENTER MUNCY 100 NORTH ACADEMY AVE MC 49-70 DANVILLE PA 17822 851226106 HOSPITAL PA 501C3 3 GHM false GNJ PHYSICIANS GROUP PC 100 NORTH ACADEMY AVE MC 49-70 DANVILLE PA 17822 820681884 PHYSN SVCS NJ 501C3 10 GH false GSL HOSPITAL 801 OSTRUM STREET BETHLEHEM PA 18015 824432109 HOSPITAL PA 501C3 3 N/A false GSLPG INC 801 OSTRUM STREET BETHLEHEM PA 18015 825423865 HEALTHCARE PA 501C3 3 GSL HOSP false KEYSTONE ACCOUNTABLE CARE ORG LLC 100 NORTH ACADEMY AVE MC 49-70 DANVILLE PA 17822 455484165 ACO PA N/A false false GEISINGER ENCOMPASS HEALTH LLC 100 NORTH ACADEMY AVE MC 49-70 DANVILLE PA 17822 721398803 PHY THERAP PA N/A false false EVANGELICAL-GEISINGER HEALTH LLC 100 NORTH ACADEMY AVE MC 49-70 DANVILLE PA 17822 460567687 HEALTHCARE PA N/A false false LACKAWANNA PHYS AMB SURG CTRLLC 100 NORTH ACADEMY AVE MC 49-70 DANVILLE PA 17822 233024998 HEALTHCARE PA N/A false false GEISINGER-HM JOINT VENTURE LLC 100 NORTH ACADEMY AVE MC 49-70 DANVILLE PA 17822 831871064 HEALTHCARE PA N/A false false PHARMACY INNOVATION ALLIANCE LLC 100 NORTH ACADEMY AVE MC 49-70 DANVILLE PA 17822 831871064 PURCHASING DE N/A false false KEYSTONE HEALTHCARE PARTNERSHIPLLC 901 HUGH WALLIS ROAD LAFAYETTE LA 70508 833134941 HOME HLTH PA N/A false false KKA VALUE FUND II GMBH & CO GIPSSTRABE 8 BERLIN GERMANY GM 10119 981686914 INVESTMENT GM N/A false false KKA CO-INVEST I GMBH & CO KG GIPSSTRABE 8 BERLIN GERMANY GM 10119 981685919 INVESTMENT GM N/A false false FORMENTERA PARTNERS FUND II-A LP 300 COLORADO ST STE 1900 AUSTIN TX 78701 882933731 INVESTMENT TX N/A false false VOLPI CAPITAL CARBON CO-INVEST SCSP 8 RUE LOU HEMMER SENNINGERBERG LUXENBOURG LU L-1748 981723571 INVESTMENT LU N/A false false ISS SOLUTIONS INC 100 NORTH ACADEMY AVE MC 49-70 DANVILLE PA 17822 232077663 CLINIC ENG PA N/A false GEISINGER INDEMNITY INSURANCE CO 100 NORTH ACADEMY AVE MC 49-70 DANVILLE PA 17822 232815174 HLTH INSUR PA N/A false GEISINGER QUALITY OPTIONS INC 100 NORTH ACADEMY AVE MC 49-70 DANVILLE PA 17822 204275139 HLTH INSUR PA N/A false GEISINGER ASSURANCE COMPANY LTD 23 LINE TREE BAY AVE PO BOX 1159 GRAND CAYMAN GRAND CAYMAN CJ KY1-1102 981016737 FINANCIAL CJ N/A false CT WAREHOUSE GMBH GIPSSTRABE 8 BERLIN BERLIN GM 10119 HOLDING CO GM N/A false KKA PROJECT 3 HOLDING GMBH GIPSSTRABE 8 BERLIN BERLIN GM 10119 HOLDING CO GM N/A false KKA PROJECT 4 HOLDING GMBH GIPSSTRABE 8 BERLIN BERLIN GM 10119 HOLDING CO GM N/A false RTNX TOP GMBH GIPSSTRABE 8 BERLIN BERLIN GM 10119 HOLDING CO GM N/A false KKA WAREHOUSE GMBH GIPSSTRABE 8 BERLIN BERLIN GM 10119 HOLDING CO GM N/A false KKA PROJECT 2 HOLDING GMBH GIPSSTRABE 8 BERLIN BERLIN GM 10119 HOLDING CO GM N/A false PROJECT 4 WAREHOUSE GMBH GIPSSTRABE 8 BERLIN BERLIN GM 10119 HOLDING CO GM N/A false SCHRODERS CAPITAL CODA FUND LTD PO BOX 309 UGLAND HOUSE GRAND CAYMAN CAYMAN ISLANDS CJ KY1-1104 INVESTMENT CJ N/A false SCHRODERS CAPITAL CODA MASTER FUND PO BOX 309 UGLAND HOUSE GRAND CAYMAN GRAND CAYMAN CJ KY1-1104 INVESTMENT CJ N/A false true true false false false false false false false false true true true false false false true false true GEISINGER CLINIC A 190113 FMV GEISINGER PHARMACY LLC A 40083 FMV GEISINGER SYSTEM SERVICES A 244736 FMV GEISINGER HEALTH B 74000000 GAAP COMMUNITY MEDICAL CENTER K 82971 FMV GEISINGER LEWISTOWN HOSPITAL K 77016 FMV GEISINGER SYSTEM SERVICES K 144026 FMV GEISINGER INDEMNITY INSURANCE COMP L 112374962 GAAP ISS SOLUTIONS INC L 72070 GAAP GEISINGER QUALITY OPTIONS INC L 24786154 GAAP GEISINGER SYSTEM SERVICES L 2460393 GAAP COMMUNITY MEDICAL CENTER M 89202690 GAAP GEISINGER ASSURANCE COMPANY LTD M 306743 GAAP GEISINGER BLOOMSBURG HOSPITAL M 15311046 GAAP GEISINGER CLINIC M 181126851 GAAP GEISINGER JERSEY SHORE HOSPITAL M 8734482 GAAP GEISINGER LEWISTOWN HOSPITAL M 38007176 GAAP GEISINGER MEDICAL CENTER M 333592069 GAAP GEISINGER MEDICAL CENTER MUNCY M 9727420 GAAP GEISINGER PHARMACY LLC M 348141537 GAAP GEISINGER SYSTEM SERVICES M 124747726 GAAP GEISINGER WYOMING VALLEY MED CTR M 181132950 GAAP GEISINGER-HM JOINT VENTURE LLC M 6276401 GAAP LACKAWANNA PHYS AMB SURG CTR LLC M 736369 GAAP MARWORTH M 226983 GAAP WEST SHORE ADVANCED LIFE SUPP SVCS M 1683160 GAAP GEISINGER CLINIC Q 68328379 GAAP GEISINGER SYSTEM SERVICES Q 682325 GAAP SCHEDULE R FORM 990, SCHEDULE R, PART V - TRANSACTIONS WITH RELATED ORGANIZATIONS: AS SHOWN IN FORM 990, SCHEDULE R, GEISINGER HEALTH PLAN IS CLOSELY AFFILIATED WITH SEVERAL OTHER ORGANIZATIONS. IN THE NORMAL COURSE OF THE OPERATIONS OF THESE AFFILIATED ORGANIZATIONS THERE ARE NUMEROUS INTER ORGANIZATIONAL TRANSACTIONS, WHICH MAY INCLUDE SALES, EXCHANGES AND LEASES OF PROPERTY, EXTENSIONS OF CREDIT, FURNISHING OF GOODS, SERVICES AND FACILITIES, AND TRANSFERS OF ASSETS. THESE INTER ORGANIZATION TRANSACTIONS PROMOTE THE EFFICIENT OPERATION OF THE VARIOUS ORGANIZATIONS AND THE ATTAINMENT OF THEIR TAX EXEMPT PURPOSES. THESE TYPES OF INTER ORGANIZATION TRANSACTIONS WERE DESCRIBED TO THE INTERNAL REVENUE SERVICE IN A RULING APPLICATION AND WERE RECOGNIZED BY THE NATIONAL OFFICE OF THE IRS IN A SERIES OF GEISINGER PRIVATE RULINGS AS BEING ENTIRELY CONSISTENT WITH THE ORGANIZATIONS' TAX EXEMPT STATUS.