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Nonprofiteer
← HMO MINNESOTA

Form 990 for tax year 2022

Filed by HMO MINNESOTA.

Totals

Total revenue
$3,006,142,678
Total expenses
$2,835,052,905
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$2,977,952,444
Investment income
$28,190,234
Other revenue
$0
Total assets, end of year
$1,448,086,232
Total liabilities, end of year
$553,652,020
Net assets or fund balances, end of year
$894,434,212
Program services expenses (Part IX)
$2,670,048,307
Management and general expenses
$165,004,598
Fundraising expenses
$0
Program service expenses (Part III)
$2,670,048,306

Program services were 94.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: Subscriber income

    total $258,390,773 · related or exempt $258,390,773

  • 2b · Program service revenue: Medicare/Medicaid payments

    total $2,719,561,671 · related or exempt $2,719,561,671

  • 3 · Investment income

    total $31,903,748 · excluded $31,903,748

  • 7a · Gross sales of assets other than inventory

    securities $227,188,945

  • 7b · Less cost or other basis and sales expenses

    securities $230,902,459

  • 7c · Gain or loss

    securities -$3,713,514

  • 7d · Net gain or loss

    total -$3,713,514 · excluded -$3,713,514

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $2,441,140,332 · program services $2,441,140,332

  • 5 · Compensation of officers, directors and key employees

    total $0

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $43,675,808 · program services $28,200,695 · management and general $15,475,113

  • 8 · Pension plan contributions

    total $1,836,206 · program services $1,276,002 · management and general $560,204

  • 9 · Other employee benefits

    total $6,586,759 · program services $4,577,218 · management and general $2,009,541

  • 10 · Payroll taxes

    total $3,028,273 · program services $1,997,655 · management and general $1,030,618

  • 11a · Fees: management

    total $2,326,657 · management and general $2,326,657

  • 11b · Fees: legal

    total $776,377 · management and general $776,377

  • 11c · Fees: accounting

    total $261,616 · management and general $261,616

  • 11d · Fees: lobbying

    total $0

  • 11f · Fees: investment management

    total $3,299,467 · management and general $3,299,467

  • 11g · Fees: other

    total $106,844,869 · program services $100,153,369 · management and general $6,691,500

  • 12 · Advertising and promotion

    total $1,448,940 · program services $966,138 · management and general $482,802

  • 13 · Office expenses

    total $760,015 · program services $492,495 · management and general $267,520

  • 14 · Information technology

    total $6,273,770 · program services $5,878,482 · management and general $395,288

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $3,329,238 · program services $113,295 · management and general $3,215,943

  • 17 · Travel

    total $171,182 · program services $54,240 · management and general $116,942

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $2,757,775 · management and general $2,757,775

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $1,309,204 · program services $466,358 · management and general $842,846

  • 23 · Insurance

    total $992,648 · management and general $992,648

  • 24a · Other expenses: Gross Premium Tax

    total $27,904,926 · program services $27,904,926

  • 24b · Other expenses: Drug Processing

    total $24,765,119 · program services $24,765,119

  • 24c · Other expenses: Medical Care Surcharge

    total $16,741,531 · program services $16,741,531

  • 24d · Other expenses: BCBSM Foundation Contribution

    total $10,000,000 · management and general $10,000,000

  • 24e · All other expenses

    total $128,822,193 · program services $15,320,452 · management and general $113,501,741

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $209,232,610 · end of year $225,971,294

  • 4 · Accounts receivable

    beginning of year $131,644,409 · end of year $260,563,142

  • 10a · Land, buildings and equipment: cost or other basis

    $396,400

  • 10b · Land, buildings and equipment: accumulated depreciation

    $396,400

  • 11 · Investments: publicly traded securities

    beginning of year $785,303,934 · end of year $772,027,516

  • 15 · Other assets

    beginning of year $196,946,319 · end of year $189,524,280

  • 17 · Accounts payable and accrued expenses

    beginning of year $76,364,110 · end of year $140,934,856

  • 25 · Other liabilities

    beginning of year $475,324,779 · end of year $412,717,164

  • 31 · Retained earnings, endowment or other funds

    beginning of year $771,438,383 · end of year $894,434,212

Mission and programs · 2022

Mission

None formally approved by governing body, but see Part I Line 1, which is based on Articles of Incorporation.

Activities or mission (Part I)

To provide comprehensive health maintenance services for the people of Minnesota and to advance public health and the art and science of hospital, medical and health care services.

  • Blue Plus has contracted with the Minnesota Department of Human Services DHS to provide health care coverage to Prepaid Medical Assistance Program PMAP, prepaid MinnesotaCare, and Minnesota SeniorCare Plus MSC recipients via a managed care model. In total these programs provide comprehensive medical, dental and pharmacy services to approximately 429,000 individuals who qualify under the respective state program.

    Expenses $2,017,034,910 · Revenue $2,363,409,819

  • Blue Plus contracts with the Centers for Medicare Medicaid Services CMS and the Minnesota Department of Human Services DHS to offer a program that combines Medicare Advantage Special Needs Plans and state Medical Assistance coverage. Minnesota Senior Health Options MSHO provides coverage to beneficiaries age 65 and older who are eligible for DHS Medical Assistance and Medicare Parts A and B. This program serves 8,500 members. Our MSHO product, SecureBlue, has broad geographic reach, covering members in 62 counties. A hallmark of MSHO is the care coordination provided to members regardless of whether they reside in the community or in an institution. Special attention is paid to helping members remain in the community with appropriate services and support.

    Expenses $301,992,737 · Revenue $356,571,909

  • Blue Plus provides benefit payments for healthcare coverage based on contractual agreements with groups and individual subscribers, including Medicare Advantage. There were approximately 39,000 members at December 31, 2022.

    Expenses $351,020,659 · Revenue $286,160,950

As filed on the 2022 return.

Listed in Part VII

  • Monica Engel

    President CEO

    Total calculated
    $1,050,925
    From this org
    $0
    From related orgs
    $973,933
    Other
    $76,992
    Hours/week
    16 + 24 related

    Schedule J breakdown matched by us

    Base
    not reported + $428,179 related
    Bonus
    not reported + $435,611 related
    Other
    not reported + $110,143 related
    Deferred
    not reported + $22,702 related
    Nontaxable benefits
    not reported + $54,290 related
    Filer's total
    not reported + $1,050,925 related

  • Mark Steffen

    Vice President

    Total calculated
    $807,998
    From this org
    $0
    From related orgs
    $753,471
    Other
    $54,527
    Hours/week
    3 + 37 related

    Schedule J breakdown matched by us

    Base
    not reported + $494,231 related
    Bonus
    not reported + $257,801 related
    Other
    not reported + $1,439 related
    Deferred
    not reported + $13,385 related
    Nontaxable benefits
    not reported + $41,142 related
    Filer's total
    not reported + $807,998 related

  • John Uribe

    Treasurer

    Total calculated
    $785,429
    From this org
    $0
    From related orgs
    $731,003
    Other
    $54,426
    Hours/week
    6 + 34 related

    Schedule J breakdown matched by us

    Base
    not reported + $489,313 related
    Bonus
    not reported + $235,957 related
    Other
    not reported + $5,733 related
    Deferred
    not reported + $14,965 related
    Nontaxable benefits
    not reported + $39,461 related
    Filer's total
    not reported + $785,429 related

  • Marc Baer

    Vice President

    Total calculated
    $755,809
    From this org
    $0
    From related orgs
    $725,266
    Other
    $30,543
    Hours/week
    8 + 32 related

    Schedule J breakdown matched by us

    Base
    not reported + $368,808 related
    Bonus
    not reported + $256,309 related
    Other
    not reported + $100,149 related
    Deferred
    not reported + $14,523 related
    Nontaxable benefits
    not reported + $16,020 related
    Filer's total
    not reported + $755,809 related

  • Kelly Bengston

    Vice President

    Total calculated
    $665,161
    From this org
    $0
    From related orgs
    $618,213
    Other
    $46,948
    Hours/week
    7 + 33 related

    Schedule J breakdown matched by us

    Base
    not reported + $366,261 related
    Bonus
    not reported + $248,204 related
    Other
    not reported + $3,748 related
    Deferred
    not reported + $14,976 related
    Nontaxable benefits
    not reported + $31,972 related
    Filer's total
    not reported + $665,161 related

  • Andrea Christopherson

    Treasurer

    Total calculated
    $647,077
    From this org
    $0
    From related orgs
    $592,620
    Other
    $54,457
    Hours/week
    11 + 29 related

    Schedule J breakdown matched by us

    Base
    not reported + $353,465 related
    Bonus
    not reported + $238,322 related
    Other
    not reported + $833 related
    Deferred
    not reported + $13,783 related
    Nontaxable benefits
    not reported + $40,674 related
    Filer's total
    not reported + $647,077 related

  • May Vang

    Vice President

    Total calculated
    $612,938
    From this org
    $0
    From related orgs
    $567,872
    Other
    $45,066
    Hours/week
    7 + 33 related

    Schedule J breakdown matched by us

    Base
    not reported + $350,962 related
    Bonus
    not reported
    Other
    not reported + $216,910 related
    Deferred
    not reported + $13,062 related
    Nontaxable benefits
    not reported + $32,004 related
    Filer's total
    not reported + $612,938 related

  • Eric Hoag

    Vice President

    Total calculated
    $570,690
    From this org
    $0
    From related orgs
    $513,371
    Other
    $57,319
    Hours/week
    11 + 29 related

    Schedule J breakdown matched by us

    Base
    not reported + $307,855 related
    Bonus
    not reported + $207,938 related
    Other
    not reported + -$2,422 related
    Deferred
    not reported + $14,698 related
    Nontaxable benefits
    not reported + $42,621 related
    Filer's total
    not reported + $570,690 related

  • Christine Reiten

    Vice President

    Total calculated
    $553,832
    From this org
    $0
    From related orgs
    $504,229
    Other
    $49,603
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    not reported + $298,227 related
    Bonus
    not reported + $175,126 related
    Other
    not reported + $30,876 related
    Deferred
    not reported + $12,715 related
    Nontaxable benefits
    not reported + $36,888 related
    Filer's total
    not reported + $553,832 related

  • David Nollette

    Vice President

    Total calculated
    $531,125
    From this org
    $0
    From related orgs
    $507,368
    Other
    $23,757
    Hours/week
    8 + 32 related

    Schedule J breakdown matched by us

    Base
    not reported + $87,276 related
    Bonus
    not reported + $204,799 related
    Other
    not reported + $215,293 related
    Deferred
    not reported + $8,065 related
    Nontaxable benefits
    not reported + $15,692 related
    Filer's total
    not reported + $531,125 related

  • Jeff Snegosky

    Vice President

    Total calculated
    $412,928
    From this org
    $0
    From related orgs
    $351,348
    Other
    $61,580
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    not reported + $256,902 related
    Bonus
    not reported + $90,358 related
    Other
    not reported + $4,088 related
    Deferred
    not reported + $15,136 related
    Nontaxable benefits
    not reported + $46,444 related
    Filer's total
    not reported + $412,928 related

  • Victoria Losinski

    Vice President

    Total calculated
    $399,726
    From this org
    $0
    From related orgs
    $348,664
    Other
    $51,062
    Hours/week
    13 + 27 related

    Schedule J breakdown matched by us

    Base
    not reported + $250,654 related
    Bonus
    not reported + $100,138 related
    Other
    not reported + -$2,128 related
    Deferred
    not reported + $31,213 related
    Nontaxable benefits
    not reported + $19,849 related
    Filer's total
    not reported + $399,726 related

  • Alison Colton

    Secretary

    Total calculated
    $372,931
    From this org
    $0
    From related orgs
    $343,065
    Other
    $29,866
    Hours/week
    9 + 31 related

    Schedule J breakdown matched by us

    Base
    not reported + $215,184 related
    Bonus
    not reported + $100,924 related
    Other
    not reported + $26,957 related
    Deferred
    not reported + $34 related
    Nontaxable benefits
    not reported + $29,832 related
    Filer's total
    not reported + $372,931 related

  • John Orner

    Vice President

    Total calculated
    $155,167
    From this org
    $0
    From related orgs
    $155,167
    Other
    $0

    Schedule J breakdown matched by us

    Base
    not reported
    Bonus
    not reported
    Other
    not reported + $155,167 related
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    not reported + $155,167 related

  • Jay Matushak

    Treasurer

    Total calculated
    $151,102
    From this org
    $0
    From related orgs
    $151,102
    Other
    $0

    Schedule J breakdown matched by us

    Base
    not reported
    Bonus
    not reported
    Other
    not reported + $151,102 related
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    not reported + $151,102 related

  • Gretchen Lohrbach

    Director

    Total calculated
    $11,000
    From this org
    $11,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Michael Jones

    Director

    Total calculated
    $11,000
    From this org
    $11,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Lisa Asper

    Director

    Total calculated
    $11,000
    From this org
    $11,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Aaron Hurd

    Director

    Total calculated
    $10,000
    From this org
    $10,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Part I Line 4a
Severance provides continuation of base salary if participant is separated from service under an involuntary separation. Listed are the individuals who received a severance payment from BCBSM, Inc. David Nollette 214,681.
Part I Line 4b
Supplemental Retirement Plan SRP provides benefits for certain employees who participate in the Pension Equity Plan in excess of the limitation of benefit imposed by Section 401a17 and 415 of the Internal Revenue Code. Listed are the individuals who received an SRP Supplemental Retirement Plan payment from BCBSM, Inc. John Orner 155,167 Jay Matushak 151,102 and Patricia Riley 27,256.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • Aware Integrated Inc

    C Corp · Health Care Benefits · MN

  • BCBSM Inc

    C Corp · Direct Insurance Carrier · MN

  • Aware Asset Management Inc

    C Corp · Other Financial Investment Activities · MN

  • Comprehensive Care Services Inc

    C Corp · Other Insurance Related Activities · MN

  • ClearStone Solutions Inc

    C Corp · Offices of Admin Support · MN

  • Employer Provided Network Inc

    C Corp · Other Insurance Related Activities · MN

  • MII Life Insurance Incorporated

    C Corp · Other Insurance Related Activities · MN

  • MII Services Inc

    C Corp · Offices of Other Holding Companies · MN

  • MII Inc

    C Corp · Offices of Other Holding Companies · MN

  • Pharmacy Gold Inc

    C Corp · Offices of Other Holding Companies · MN

  • Stella Diversified Inc

    C Corp · Offices of Other Holding Companies · DE

  • Stella Resources Company Inc

    C Corp · Other Administrative Services · DE

Provenance

Return type
form_990
Tax year
2022
Filed
1 November 2023
IRS schema version
2022v5.0
Source object
202323059349302577

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