2025-12-12T09:15:58-06:00 2025-02-05 990 2024-07-01 364132865 Primary Healthcare Associates SC PRIM 7083332300 ONE INGALLS DRIVE HARVEY IL 60426 PHILLIP L KAUFMAN VP FINANCE SHARED SERVICES 7083332300 2025-12-12 0 2024 2025-03-06 01:10:19Z X X THOMAS JACKIEWICZ ONE INGALLS DRIVE HARVEY IL 60426 18477664 0 X UCHICAGOMEDICINE.ORG X 1997 IL PRIMARY HEALTHCARE ASSOCIATES SC (PHA) WAS FORMED TO DIAGNOSE AND TREAT HUMAN AILMENTS AND INJURIES, WHETHER PHYSICAL OR MENTAL, WITHIN THE UCM COMMUNITY HEALTH & HOSPITAL DIVISION, INC. AREA. X 1 0 0 0 0 0 0 0 24699387 16817304 0 0 1734391 1660360 26433778 18477664 0 0 0 0 38243644 24938741 0 0 0 16322480 12954054 54566124 37892795 -28132346 -19415131 8153501 0 135449249 0 -127295748 0 X PRIMARY HEALTHCARE ASSOCIATES SC (PHA) WAS FORMED TO DIAGNOSE AND TREAT HUMAN AILMENTS AND INJURIES, WHETHER PHYSICAL OR MENTAL, WITHIN THE UCM COMMUNITY HEALTH & HOSPITAL DIVISION, INC. AREA. 0 0 12064929 6378298 PRIMARY CAREPRIMARY HEALTH SPECIALIZES IN PROVIDING CARE TO PATIENTS OF ALL AGES WITH ALL SORTS OF CONDITIONS. OUR FAMILY PHYSICIANS ARE SUITED TO PROVIDING PREVENTIVE CARE AS WELL AS MANAGING CHRONIC AND COMPLEX CONDITIONS. THIS INCLUDES: TREAT A WIDE RANGE OF MEDICAL ISSUES, COORDINATE CARE WITH OTHER MEDICAL PROFESSIONALS AND SPECIALISTS, PROVIDE PRIMARY CARE OF THE WHOLE PATIENT, INCLUDING MENTAL AND EMOTIONAL NEEDS, STRIVE TO BUILD LONG-TERM RELATIONSHIPS WITH THEIR PATIENTS, PROVIDE INFORMATION AND TECHNIQUES TO HELP PATIENTS TAKE CONTROL OF THEIR HEALTH, FOCUS ON PREVENTING, AS WELL AS TREATING, ILLNESS. 6441873 2858152 ANESTHESIOLOGYPHA PROVIDES VARIOUS FORMS OF SEDATIVE AND ANALGESIC ANESTHESIA FOR ALL TYPES OF ADULT AND PEDIATRIC SURGICAL PROCEDURES, INCLUDING CARDIAC, NEUROSURGICAL, OBSTETRICAL AND TRANSPLANTATION. THE DIFFERENT TYPES OF ANESTHESIA INCLUDE LOCAL ANESTHESIA TO TEMPORARILY STOP THE SENSE OF PAIN IN A PARTICULAR AREA OF THE BODY, REGIONAL ANESTHESIA TO NUMB ONLY THE PORTION OF THE BODY THAT WILL UNDERGO THE SURGERY, SPINAL ANESTHETIC FOR LOWER ABDOMINAL, PELVIC, RECTAL, OR LOWER EXTREMITY SURGERY, AND EPIDURAL ANESTHETIC FOR SURGERY OF THE LOWER LIMBS AND DURING LABOR AND CHILDBIRTH. 4606566 1348217 ONCOLOGYUSING THE BEST MEDICAL INFORMATION AVAILABLE, PRIMARY HEALTH ONCOLOGISTS/HEMATOLOGISTS WORK CLOSELY WITH OTHER SPECIALISTS AND THE EXPERTS AT INGALLS CANCER CARE TO CREATE A PLAN OF CARE SPECIFICALLY DESIGNED FOR EACH INDIVIDUAL PATIENT THAT MAY INCLUDE: CHEMOTHERAPY, INCLUDING THE LATEST CANCER CLINICAL TRIALS, RADIATION THERAPY, CHEMOEMBOLIZATION, RADIOFREQUENCY ABLATION AND CRYOABLATION, SELECTIVE INTERNAL RADIATION THERAPY, CARE OF LONG-TERM CENTRAL CATHETERS, AND BIOLOGICAL RESPONSE MODIFIERS. 13979682 7892997 PRIMARY HEALTHCARE ASSOCIATES SC (PHA) IS THE PREMIER MEDICAL GROUP IN THE SOUTH SUBURBS FOR YOUR FAMILY'S HEALTHCARE NEEDS. PRIMARY HEALTH IS A MULTI-SPECIALTY GROUP OF PHYSICIANS AFFILIATED WITH UCHICAGO MEDICINE NETWORK, INC. THESE PHYSICIANS PRACTICE IN A VARIETY OF SPECIALTIES, INCLUDING: NEPHROLOGY, OBSTETRICS & GYNECOLOGY, HOSPICE CARE, BEHAVIORAL HEALTH, GENERAL SURGERY, PEDIATRICS, OTOLARYNGOLOGY, NEUROLOGY, ORTHOPEDICS, ENDOCRINOLOGY, GASTROENTEROLOGY, AND RHEUMATOLOGY. 13979682 7892997 37093050 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 1 0 0 1 0 0 0 1 34 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 1 0 0 1 1 0 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 0 X PHILLIP KAUFMAN 7083332300 150 HARVESTER DRIVE SUITE 300 BURR RIDGE IL 60527 MARK KOZLOFF MD PRESIDENT/VP/TREASURER/SECRETARY 40.00 3.00 X X 0 689281 56519 IVAN SAMSTEIN CFO (THRU 12/31/24) 1.00 57.00 X 0 1795872 252606 SRINIVASU KUSUMA MD PHYSICIAN 40.00 0.00 X 0 1461856 17379 PHILLIP NIGRO MD PHYSICIAN 40.00 0.00 X 0 1016861 59548 JAMES WALLACE MD PHYSICIAN 40.00 1.00 X 0 998808 19250 AKBAR RAHMANI MD PHYSICIAN 40.00 0.00 X 0 837130 44216 MOHAMMAD SHAMSHUDDIN MD PHYSICIAN 40.00 0.00 X 0 846644 56519 0 7646452 506037 0 0 1 0 THE UNIVERSITY OF CHICAGO 950 E 61ST ST CHICAGO IL 60637 Medical Services 2103752 LOCUMTENENS PO BOX 405547 ATLANTA GA 30384 Medical Services 1063550 WEATHERBY LOCUMS INC PO BOX 972633 DALLAS TX 75397 Medical Services 1039202 THE CENTRE PO BOX 1536 CALUMET CITY IL 60409 Services 964100 MARTIN G LUKEN III MD SC 3400 N LAKE SHORE DR CHICAGO IL 60657 Neurosurgery 515100 12 NET PATIENT REVENUE 624100 15491788 15491788 ICN/ACO BONUS 900099 1074129 1074129 CAPITATION REVENUE 900099 196367 196367 HOSPICE REVENUE 621610 55020 55020 16817304 PSA REVENUE 624100 1601295 1601295 MISCELLANEOUS REVENUE 900099 59065 59065 1660360 18477664 18477664 0 0 X 502062 502062 20909829 20529018 380811 606657 595754 10903 1876752 1842182 34570 1043441 1024826 18615 21252 21252 4568494 4465273 103221 217174 212457 4717 52346 52346 1673930 1476577 197353 15942 15942 288415 288415 4545675 4517588 28087 Medical Supplies 1537694 1537694 0 0 Professional Fees 15825 15815 10 0 Equipment Rental 13761 13555 206 0 Dues and subscriptions 3509 3509 0 0 37 37 37892795 37093050 799745 0 0 0 0 1739582 0 0 0 0 0 42966 0 0 0 2995765 0 0 0 0 0 3375188 0 8153501 0 4178939 0 131270310 0 135449249 0 X -127295748 0 -127295748 0 8153501 0 X -19415131 146710879 X 0 1 X 1 0 X 1092744 1185197 0 0 0 2277941 20150440 25154773 24331641 26427022 18418599 114482475 21243184 26339970 24331641 26427022 18418599 116760416 0 1463297 1416518 2879815 1463297 1416518 2879815 113880601 6756 59065 65821 21243184 26339970 24331641 26433778 18477664 116826237 0.97480 0.98780 0.00000 0.00000 X Part III, Short Year Explanation: PART III, SECTION A. COLUMN (e): SHORT YEAR 0 X Part X, Line 2: THE SYSTEM APPLIES THE PROVISIONS OF ASC TOPIC 740, INCOME TAXES, WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN A COMPANY'S FINANCIAL STATEMENTS. ASC 740 PRESCRIBES A MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN. UNDER ASC 740, TAX POSITIONS ARE EVALUATED FOR RECOGNITION, DERECOGNITION, AND MEASUREMENT USING CONSISTENT CRITERIA AND PROVIDE MORE INFORMATION ABOUT THE UNCERTAINTY IN INCOME TAX ASSETS AND LIABILITIES. AS OF JUNE 30, 2025 AND 2024, PRIMARY HEALTHCARE ASSOCIATES, SC DOES NOT HAVE AN ASSET OR LIABILITY RECORDED FOR UNRECOGNIZED TAX POSITIONS. PRIMARY HEALTHCARE ASSOCIATES, SC IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. 0 1 0 0 0 0 0 0 0 IVAN SAMSTEIN CFO (THRU 12/31/24) 0 947364 0 833378 0 15130 0 214114 0 38492 0 2048478 0 0 SRINIVASU KUSUMA MD PHYSICIAN 0 1032388 0 428463 0 1005 0 17250 0 129 0 1479235 0 0 PHILLIP NIGRO MD PHYSICIAN 0 747564 0 268540 0 757 0 17250 0 42298 0 1076409 0 0 JAMES WALLACE MD PHYSICIAN 0 729040 0 267907 0 1861 0 17250 0 2000 0 1018058 0 0 MOHAMMAD SHAMSHUDDIN MD PHYSICIAN 0 509982 0 333009 0 3653 0 17250 0 39269 0 903163 0 0 AKBAR RAHMANI MD PHYSICIAN 0 549114 0 282449 0 5567 0 17250 0 26966 0 881346 0 0 MARK KOZLOFF MD PRESIDENT/VP/TREASURER/SECRETARY 0 469586 0 215380 0 4315 0 17250 0 39269 0 745800 0 0 Part I, Line 3 COMPENSATION OF THE PRESIDENT OF PRIMARY HEALTHCARE ASSOCIATES, SC IS REVIEWED AND RECOMMENDED FOR APPROVAL BY THE COMPENSATION COMMITTEE OF UCMC. THE COMMITTEE'S DETERMINATION PROCESS UTILIZES A COMBINATION OF AN INDEPENDENT COMPENSATION CONSULTANT AND COMPENSATION STUDIES/SURVEY, WHICH IS THEN REVIEWED AND APPROVED BY THE UCMC COMPENSATION COMMITTEE. THE UCMC COMPENSATION COMMITTEE CONDUCTS ITS REVIEW AND APPROVAL PROCESS IN A MANNER DESIGNED TO QUALIFY FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER FEDERAL TAX LAW. THIS IS A RIGOROUS REVIEW AND APPROVAL PROCESS DESIGNED FOR TAX-EXEMPT ORGANIZATIONS BY THE INTERNAL REVENUE SERVICE AND IS DESIGNED TO RESULT IN COMPETITIVE AND REASONABLE COMPENSATION. Part I, Line 4b CERTAIN INDIVIDUALS LISTED IN SCHEDULE J, PART II PARTICIPATE IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN TO WHICH UCMC MAKES ANNUAL CONTRIBUTIONS. THESE CONTRIBUTIONS ARE AT RISK AND DO NOT BECOME VESTED AND PAYABLE UNLESS AND UNTIL THE INDIVIDUAL SATISFIES A SUBSTANTIAL FUTURE SERVICE REQUIREMENT. THE FOLLOWING INDIVIDUALS HAD CONTRIBUTIONS MADE TO THE PLAN IN JANUARY 2025 FOR CALENDAR YEAR 2024: IVAN SAMSTEIN NO INDIVIDUALS LISTED IN SCHEDULE J, PART II BECAME VESTED IN, NOR WERE TAXED ON, AMOUNTS PREVIOUSLY CREDITED UNDER THE PLAN TO THE INDIVIDUAL FOR SERVICES PROVIDED TO THE ORGANIZATION IN PRIOR YEARS. FURTHERMORE, NO INDIVIDUALS LISTED IN THIS SCHEDULE J, PART II RECEIVED A DISTRIBUTION FROM A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. SCHEDULE J, PART II - - TAXABLE INCOME REPORTED IN COLUMN (B) MAY INCLUDE PAYMENTS FROM THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP). IN MOST CASES, THESE PAYMENTS WERE EARNED OVER MANY YEARS OF EMPLOYMENT AND THE AMOUNTS HAD PREVIOUSLY BEEN SUBJECT TO VESTING RULES. SERP PAYMENT AMOUNTS EARNED IN PRIOR YEARS WERE PREVIOUSLY REPORTED ON THE FORM 990 AS DEFERRED COMPENSATION AND ARE REPORTED IN THIS 2024 FORM 990 ON SCHEDULE J, PART II, COLUMN (F). THE INDEPENDENT COMPENSATION COMMITTEE OF THE BOARD CONDUCTS ITS REVIEW AND APPROVAL OF ALL EXECUTIVE COMPENSATION, INCLUDING THESE SERP AMOUNTS, IN A MANNER THAT QUALIFIES FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER FEDERAL TAX LAW. THIS IS A RIGOROUS REVIEW PROCESS DESIGNED FOR TAX-EXEMPT ORGANIZATIONS BY THE INTERNAL REVENUE SERVICE, AND IT MEANS THAT THE BOARD COMPENSATION COMMITTEE DOES NOT HAVE ANY CONFLICTS OF INTEREST, AND RELIES ON MARKET DATA COMPILED BY AN INDEPENDENT COMPENSATION CONSULTANT TO SUPPORT ALL EXECUTIVE PAY AS MARKET COMPETITIVE AND REASONABLE. FOR THE INDIVIDUALS LISTED ON SCHEDULE J, PART II THAT ARE IDENTIFIED AS FORMER OFFICERS OR KEY EMPLOYEES, THE COMPENSATION LISTED IS EITHER THE FAIR MARKET VALUE COMPENSATION PAID TO THEM FOR SERVICES THEY PERFORMED AS ACTIVE EMPLOYEES OF UCMC OR A RELATED ORGANIZATION (AND WAS NOT PAID TO THEM DUE TO THEIR FORMERLY HAVING BEEN LISTED AS OFFICERS OR KEY EMPLOYEES), OR AS COMPENSATION FOR A COMBINATION OF SERVICES AND SEVERANCE. ALL ASSETS AND LIABILITIES OF PRIMARY HEALTHCARE ASSOCIATES, S.C. 2025-02-05 -146710879 GAAP 364132865 UCM MEDICAL GROUP INC SUB LLC ONE INGALLS DRIVE HARVEY IL 60426 501(c)(3) 0 0 0 0 1 1 1 1 0 FORM 990, PART I, LINE I PRIMARY HEALTHCARE ASSOCIATES SC (PHA) WAS FORMED TO DIAGNOSE AND TREAT HUMAN AILMENTS AND INJURIES, WHETHER PHYSICAL OR MENTAL. Form 990, Part VI, Section A, line 3 ON 1/27/2025, PRIMARY HEALTHCARE ASSOCIATES SC FILED A STATEMENT OF CONVERSION WITH THE STATE OF ILLINOIS TO CONVERT FROM A PROFESSIONAL CORPORATION TO A SINGLE MEMBER LIMITED LIABILITY COMPANY DISREGARDED FOR TAX PURPOSES. THE PRIMARY HEALTHCARE ASSOCIATES, S.C. 36-4132865 CONVERSION WAS APPROVED BY THE STATE OF ILLINOIS ON 2/5/2025. ON 2/7/2025, PRIMARY HEALTHCARE ASSOCIATES FILED ARTICLES OF ORGANIZATION WITH THE STATE OF ILLINOIS NAMING UCM MEDICAL GROUP, INC. AS THE SOLE MANAGING MEMBER OF PRIMARY HEALTHCARE ASSOCIATES, SC. UCM MEDICAL GROUP, INC. IS A 501(C)(3) NONPROFIT CORPORATION. EFFECTIVE 2/5/2025, THE DAILY OPERATIONS AND RIGHTS TO APPROVE OR DIRECT SIGNIFICANT DECISIONS OF PRIMARY HEALTHCARE ASSOCIATES SC ARE MANAGED BY UCM MEDICAL GROUP, INC. Form 990, Part VI, Section A, line 4 EFFECTIVE 2/5/2025, PRIMARY HEALTHCARE ASSOCIATES SC IS AN ENTITY DISREGARDED FOR TAX PURPOSES UPON ITS CONVERSION TO A SINGLE MEMBER LIMITED LIABILITY COMPANY ORGANIZED IN THE STATE OF ILLINOIS. AS SUCH, PRIMARY HEALTHCARE ASSOCIATES IS FILING ITS FINAL FORM 990 AND FUTURE OPERATIONS WILL BE REPORTED ON THE FORM 990 TAX RETURN OF ITS SOLE MANAGING MEMBER, UCM MEDICAL GROUP INC. Form 990, Part VI, Section A, line 6 FOR THE SHORT PERIOD 7/1/2024 - 2/5/2025, THE ORGANIZATION WAS AN AFFILIATED TAX-EXEMPT PROFESSIONAL CORPORATION CONTROLLED BY UCM CARE NETWORK MEDICAL GROUP INC. (CNMG), THROUGH A SHAREHOLDER CONTROL AGREEMENT WITH THE PHYSICIAN SHAREHOLDER. UNDER THE SHAREHOLDER CONTROL AGREEMENT, CNMG HAD THE EXCLUSIVE RIGHT TO APPROVE OR DIRECT SIGNIFICANT DECISIONS OF THE ORGANIZATION'S SHAREHOLDER. THE PHYSICIAN SHAREHOLDER HAD NO ECONOMIC RIGHTS TO ANY PROFITS OR DISTRIBUTIONS OF THE ORGANIZATION AND WAS REQUIRED TO VOTE ON DECISIONS OF THE ORGANIZATION IN THE MANNER DIRECTED BY CNMG. EFFECTIVE 2/5/2025, THE SOLE MANAGING MEMBER OF PRIMARY HEALTHCARE ASSOCIATES, SC IS UCM MEDICAL GROUP INC., A 501(C)(3) NONPROFIT CORPORATION. UCM MEDICAL GROUP INC. HAS THE EXCLUSIVE RIGHT TO APPROVE OR DIRECT SIGNIFICANT DECISIONS OF THE ORGANIZATION. Form 990, Part VI, Section A, line 7a PLEASE SEE THE NARRATIVE FOR PART VI, LINE 6. Form 990, Part VI, Section A, line 7b PLEASE SEE THE NARRATIVE FOR PART VI, LINE 6. Form 990, Part VI, Section A, line 8b PRIMARY HEALTHCARE ASSOCIATES SC HAS NO COMMITTEES THAT HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY; THEREFORE, THIS QUESTION IS NOT APPLICABLE BUT HAS BEEN ANSWERED NO IN ACCORDANCE WITH THE IRS FORM 990 INSTRUCTIONS. Form 990, Part VI, Section B, line 11b THE FORM 990 IS PREPARED INTERNALLY BY THE UCMC TAX DEPARTMENT USING INFORMATION PROVIDED BYMANAGEMENT. THE FULL FORM, INCLUDING SUPPLEMENTAL SCHEDULES, IS REVIEWED IN DETAIL BY THE TAX DIRECTOR. AT ITS REGULARLY SCHEDULED MEETING, THE COMPENSATION COMMITTEE OF THE UCMC BOARD OF TRUSTEES IS PROVIDED A DRAFT COPY OF PORTIONS OF THE FORM 990. THE FINAL COMPLETE VERSION OF THE FORM 990 IS THEN DISTRIBUTED TO ALL VOTING MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO ITS FILING. Form 990, Part VI, Section B, line 12c PRIMARY HEALTHCARE ASSOCIATES HAS A ROBUST CONFLICTS OF INTEREST POLICY FOR EMPLOYEES, OFFICERS, AND DIRECTORS. THE POLICY CONTAINS CERTAIN PROHIBITIONS AS WELL AS DISCLOSURE REQUIREMENTS, AND ENCOURAGES QUESTIONS DIRECTED TO THE COMPLIANCE OFFICE AND LEGAL AFFAIRS. DURING THIS TAX YEAR, PRIMARY HEALTHCARE ASSOCIATES CONTINUED ITS PRACTICE OF SURVEYING DIRECTORS, OFFICERS, MANAGERIAL EMPLOYEES, AND INFLUENTIAL MEDICAL STAFF MEMBERS, SEEKING DISCLOSURES OF VARIOUS RELATIONSHIPS, INCLUDING RELATIONSHIPS DISCLOSED IN THIS FORM 990. IN ADDITION, CERTAIN CHAIRS OF COMMITTEES, SUCH AS THE PHARMACY AND THERAPEUTICS COMMITTEE OF THE MEDICAL STAFF, AT MONTHLY MEETINGS ASK FOR ORAL DISCLOSURES OF POTENTIAL CONFLICTS. UPON REQUEST, THE COMPLIANCE OFFICER AND THE OFFICE OF LEGAL AFFAIRS PROVIDE EDUCATIONAL SESSIONS. UCMC NOTES THAT RESEARCHER CONFLICTS ARE MANAGED BY THE UNIVERSITY OF CHICAGO. THE CONFLICT OF INTEREST POLICY SPECIFICALLY REQUIRES DISCLOSURE, AND ABSTENTION OR RECUSAL AS NECESSARY, WHENEVER A DIRECTOR OR RELATED PARTY HAS A POTENTIAL CONFLICT OF INTEREST. Form 990, Part VI, Section C, line 19 ALL DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART VI, LINE 15A - 15B THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL AND OTHER OFFICERS ARE COMPENSATED BASED ON THEIR EMPLOYMENT CONTRACTS AS PHYSICIANS OF THE ORGANIZATION. Form 990, Part IX, line 11g Program Support Services: Program service expenses 238,424. Management and general expenses 13,975. Fundraising expenses 0. Total expenses 252,399. Physician Services: Program service expenses 1,981,319. Management and general expenses 5,000. Fundraising expenses 0. Total expenses 1,986,319. Contract Labor: Program service expenses 1,129,101. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,129,101. Laundry services: Program service expenses 61,012. Management and general expenses 0. Fundraising expenses 0. Total expenses 61,012. Medical Agreements: Program service expenses -10. Management and general expenses 0. Fundraising expenses 0. Total expenses -10. Billing Fees: Program service expenses 817,808. Management and general expenses 82,482. Fundraising expenses 0. Total expenses 900,290. Collection Fees: Program service expenses 10. Management and general expenses 0. Fundraising expenses 0. Total expenses 10. Capitation Expense: Program service expenses 237,609. Management and general expenses 1,764. Fundraising expenses 0. Total expenses 239,373. Form 990, Part XI, line 9: NET ASSET TRANSFER TO LLC 146,710,879. Schedule N Line 1(a) Effective February 5, 2025, Primary Healthcare Associates S.C. converted from a 501(c)(3) tax-exempt entity to a single-member LLC disregarded for tax purposes under Treas. Reg. 301.7701-3, whose sole member is UCM Medical Group, Inc. (EIN: 47-4221241). 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N/A N/A 0 0 CHARITABLE LEAD TRUST (0) 5801 S ELLIS AVENUE CHICAGO IL 60637 CHAR LEAD TRUST IL N/A T 0 CHARITABLE REMAINDER TRUSTS (68) 5801 S ELLIS AVENUE CHICAGO IL 60637 CHAR RMDR TRUST IL N/A T 0 CAPSTONE CPP 2012 1 FUND 190 ELGIN AVENUE GEORGE TOWN CJ KY1-9008 INVESTMENT CJ N/A C 0 EMPLOYED PHYSICIANS SP A SEGREGATED PORTFOLIO OF TRULEN INSURANCE SPC LTD 171 ELGIN AVENUE WILLOW HOUSE CRI GRAND CAYMAN CJ KY1-1002 981571310 LIAB INSURANCE CJ UCHHD 0 HPL-GL SP A SEGREGATED PORTFOLIO OF TRULEN INSURANCE SPC LTD 171 ELGIN AVENUE WILLOW HOUSE CRI GRAND CAYMAN CJ KY1-1002 981571446 LIAB INSURANCE CJ UCHHD 0 INGALLS CASUALTY INSURANCE LTD ONE INGALLS DRIVE HARVEY IL 60426 980485714 LIAB INSURANCE CJ N/A C 0 INGALLS HEALTH COUNCIL ONE INGALLS DRIVE HARVEY IL 60426 273226539 PURCHASING GROUP IL N/A C 0 INGALLS PROVIDER GROUP ONE INGALLS DRIVE HARVEY IL 60426 363485578 INSURANCE SERVICE IL N/A C 0 KOHINOOR CORE (CAYMAN) FUND PO BOX 309 GRAND CAYMAN CJ KY1-1104 INVESTMENT CJ N/A C 0 UCM 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INSURANCE SPC LIMITED 171 ELGIN AVENUE WILLOW HOUSE CRI GRAND CAYMAN CJ KY1-1002 981571288 LIAB INSURANCE CJ UCHHD 0 UCHICAGO (BEIJING) CONSULTING CO LTD UNIT 1-10 CULTURE PL OF REMMIN UNI BEIJING CH CONSULTING CH N/A 0 UCHICAGO CENTER IN INDIA PRIVATE LIMITED UNIT 5-10 GRD FL DLF CAPITAL POINT NEW DEHLI IN CONSULTING IN N/A C 0 VIEWFORTH EUROPEAN EQUITY FUND LIMITED 190 ELGIN AVENUE GRAND CAYMAN CJ KY1-9001 INVESTMENT CJ N/A C 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 0 0 0 SCHEDULE R, PART II - ALTHOUGH EACH OF UCMC AND ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORPORATION (AHSSHC) AND ITS WHOLLY-OWNED SUBSIDIARY, ADVENTIST HEALTH SYSTEM/SUNBELT, INC. (AHSSI), APPOINT ONLY HALF OF ADVENTIST MIDWEST HEALTH (AMH'S) BOARD OF DIRECTORS, AND THUS NEITHER TECHNICALLY HAS CONTROL OVER AMH BASED ON THE DEFINITION OF "CONTROL" IN THE SCHEDULE R INSTRUCTIONS, THE AFFILIATION BETWEEN UCMC AND AMH GIVES UCMC A SIGNIFICANT AMOUNT OF CONTROL OVER AMH, AND THEREFORE AMH AND ITS SUBSIDIARIES ARE BEING REPORTED ON THE SCHEDULE R OF UCMC. FOR GAAP REPORTING, UCMC'S CONSOLIDATED FINANCIAL STATEMENTS REFLECT UCMC'S CONTROLLING INTEREST IN THE NET ASSETS AND OPERATIONS OF AMH. FURTHERMORE, THE UNIVERSITY OF CHICAGO CONTROLS BOTH UCMC (BY VIRTUE OF BEING ITS SOLE MEMBER) AND AMH AND ITS SUBSIDIARIES (WITHIN THE MEANING OF REG 53.4968-3(B)(2)(III)). AS A RESULT, UCMC AND AMH AND ITS SUBSIDIARIES ARE RELATED BY REASON OF BOTH BEING CONTROLLED BY THE UNIVERSITY OF CHICAGO (THOUGH THE UNIVERSITY'S CONTROL OVER AMH IS WITHIN THE MEANING OF REG 53.4968- 3(B)(2)(III)) RATHER THAN THE SCHEDULE R INSTRUCTIONS).