SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBulletGo to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047
2017
Open to Public Inspection
Name of the organization
Highmark Health Group
 
Employer identification number

82-1406555
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Total income


(e)
End-of-year assets


(f)
Direct controlling
entity

(1) AHN Surgery Center - Bethel Park LLC
1000 Higbee Drive
Bethel Park,PA15102
47-3690355
Healthcare PA 1,434,052 158,124 AHN
 
(2) West Penn Allegheny Foundation LLC
4800 Friendship Avenue
Pittsburgh,PA15224
20-1107650
Capital Acq. PA 3,296,286 30,802,786 WPAHS
 
(3) Peters Township ASC LLC
160 Gallery Drive
McMurray,PA15317
27-3982341
Healthcare PA 4,400,624 5,032,216 WPAHS
 
(4) West Penn ASC LLC
4800 Friendship Avenue
Pittsburgh,PA15224
27-2344847
Inactive PA 0 0 WPAHS
 
(5) JRMC Diagnostic Services LLC
565 Coal Valley Road
Pittsburgh,PA15025
80-0069336
Healthcare PA 1,188,435 315,128 JRMC
 
(6) SV Shared Savings Program ACO LLC
232 West 25th Street
Erie,PA16544
45-5550348
Inactive PA 0 0 SVHC
 
(7) SVEC LLC
232 West 25th Street
Erie,PA16544
20-8572620
Inactive PA 0 0 SVHC
 
Part II
Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section


(e)
Public charity status
(if section 501(c)(3))

(f)
Direct controlling
entity

(g)
Section 512(b)(13) controlled entity?
Yes No
(1)Canonsburg Hospital & Health Foundation
100 Medical Boulevard

Canonsburg,PA15317
25-1818505
Inactive PA 501(c)(3) 12a-TYPE I NA
 
 
No
(2)Clinical Pathology Institute Cooperative
1526 Peach Street

Erie,PA16501
25-1528055
Healthcare PA 501(c)(3) 3 SVHC
 
 
No
(3)Community Blood Bank
232 West 25th Street

Erie,PA16544
25-1181389
Healthcare PA 501(c)(3) 12a-TYPE I SVHC
 
 
No
(4)Emergycare Inc
232 West 25th Street

Erie,PA16544
25-1430922
Healthcare PA 501(c)(3) 9 SVHC
 
 
No
(5)Gateway Health Foundation
444 Liberty Avenue

Pittsburgh,PA15222
81-1343916
Fundraising PA 501(c)(3) 12a-TYPE I Gateway LP
 
 
No
(6)Greater Canonsburg Health System
100 Medical Boulevard

Canonsburg,PA15317
25-1488089
Inactive PA 501(c)(3) 12a-TYPE I NA
 
 
No
(7)Highmark Health
120 Fifth Avenue Suite 922

Pittsburgh,PA15222
45-3674900
Healthcare PA 501(c)(3) 12a-TYPE I NA
 
 
No
(8)Regional Cancer Center
232 West 25th Street

Erie,PA16544
25-1385705
Healthcare PA 501(c)(3) 3 SVHS
 
 
No
(9)Regional Heart Network
232 West 25th Street

Erie,PA16544
25-1856341
Healthcare PA 501(c)(3) 3 SVHC
 
 
No
(10)Regional Home Health and Hospice
232 West 25th Street

Erie,PA16544
83-0371265
Healthcare PA 501(c)(3) 9 SVHS
 
 
No
(11)Suburban Health Foundation
100 South Jackson Ave

Pittsburgh,PA15202
25-1472073
Fundraising PA 501(c)(3) 12a-TYPE I WPAHS INC
 
 
No
(12)Vantage Health Group
232 West 25th Street

Erie,PA16544
25-1498145
Healthcare PA 501(c)(3) 3 SVHC
 
 
No
(13)West Allegheny Hospital
100 Medical Boulevard

Pittsburgh,PA15317
25-1054206
Inactive PA 501(c)(3) 3 NA
 
 
No
(14)Penn State Health
500 University Drive

Hershey,PA17033
47-3769205
Healthcare PA 501(c)(3) 12a-TYPE I NA
 
 
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2017
Page 2
Schedule R (Form 990) 2017
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



(b)
Primary activity




(c)
Legal
domicile
(state or foreign
country)


(d)
Direct controlling
entity



(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?



(k)
Percentage
ownership


Yes No Yes No
(1) 5148 Liberty Assoc

5989 Centre Avenue
Pittsburgh,PA15206
25-1689871
Property Rental PA WPAHS Inc
 
EXCLUDED 372,595 927,518   No     No 50.000 %
(2) AHN Emerus LLC

30 Isabella St
Pittsburgh,PA15212
82-3655381
Medical Practice PA AHN
 
RELATED 0 0   No     No 51.000 %
(3) AHN Home Infusion

312 West 25th Street
Erie,PA16502
25-1736527
Medical Practice PA SVHS
 
RELATED 6,290,369 789,706   No     No 80.000 %
(4) Celtic Hospice

30 Isabella St
Pittsburgh,PA15212
20-5661063
Medical Practice PA WPAHS Inc
 
RELATED 0 0   No     No 80.000 %
(5) JV Holdco LLC

30 Isabella St
Pittsburgh,PA15212
47-2368587
Holding Company PA WPAHS Inc
 
RELATED 31,092,124 30,783,383   No     No 60.000 %
(6) Mccandles Endoscopy

4800 Friendship Ave
Pittsburgh,PA15224
26-1284448
Medical Practice PA WPAHS Inc
 
RELATED 1,341,130 503,720   No     No 50.000 %
(7) N Shore Endoscopy

4800 Friendship Ave
Pittsburgh,PA15224
25-1880238
Medical Practice PA WPAHS Inc
 
RELATED 1,221,997 423,534   No     No 50.000 %
(8) Provider PPI LLC

120 Fifth Avenue Suite 922
Pittsburgh,PA15222
32-0429947
Group Purchasing PA HMPG
 
RELATED 26,188,436 41,611,551   No     No 99.000 %
(9) ST VINC PROF BLDG

312 West 25th Street
Erie,PA16502
25-1578290
Property Mgmt PA SVHC
 
RELATED 429,996 334,121   No     No 97.000 %
(10) Vantage HLDNG COMP

312 West 25th Street
Erie,PA16502
03-0477182
Capital Mgmt PA CSI
 
RELATED 542,905 1,064,651   No     No 51.000 %
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes No
(1) Clinical Services Inc

232 West 25th Street
Erie,PA16544
25-1403846
Holding Company PA SVHS
 
C Corp 5,002,292 14,046,879 100.000 % Yes  
(2) Family Practice Medical Associates South

2414 Lytle Rd Ste 300
Bethel Park,PA15102
25-1684735
Medical Practice PA JRMC
 
C Corp 8,251,700 2,538,692 100.000 % Yes  
(3) Grandis Rubin Shanahan & Assoc

565 Coal Valley Rd
Jefferson Hills,PA15025
45-3355906
Medical Practice PA JRMC
 
C Corp 5,615,703 1,471,282 100.000 % Yes  
(4) Health System Services Corp & Subs

565 Coal Valley Rd
Jefferson Hills,PA15025
25-1403745
Real Estate Opera PA JRMC
 
C Corp 3,094,817 21,722,342 100.000 % Yes  
(5) HMPG Inc

120 Fifth Ave Suite 922
Pittsburgh,PA15222
45-3444325
Holding Company PA AHN
 
C Corp 6,606,183 130,738,303 100.000 % Yes  
(6) JRMC Physician Service Corp

565 Coal Valley Rd
Jefferson Hills,PA15025
86-1159658
Medical Practice PA JRMC
 
C Corp 227,365 199,056 100.000 % Yes  
(7) Lake Erie Medical Group PC

120 Fifth Ave Suite 922
Pittsburgh,PA15222
45-3444157
Medical Practice PA AC
 
C Corp 1,663,439 303,506 100.000 % Yes  
(8) Palladium Risk Retention Group

409 Broad St Ste 270
Sewickley,PA15143
46-3476730
Insurance VT WPAHS Inc
 
C Corp 28,631,737 89,507,827 100.000 % Yes  
(9) Physician Landing Zone PC

120 Fifth Ave Suite 922
Pittsburgh,PA15222
45-3913973
Health Care PA AC
 
C Corp 10,185,783 926,881 100.000 % Yes  
(10) Pittsburgh Pulmonary & Critical Care

1200 BROOKS LN STE 130
Clairton,PA15025
46-3274101
Medical Practice PA JRMC
 
C Corp 4,033,364 1,109,782 100.000 % Yes  
(11) Premier Medical Associates PC

120 Fifth Ave Suite 922
Pittsburgh,PA15222
25-1742869
Medical Practice PA AC
 
C Corp 62,051,141 29,985,117 100.000 % Yes  
(12) Premier Women's Health

120 Fifth Ave Suite 922
Pittsburgh,PA15222
46-4682160
Medical Practice PA AC
 
C Corp 6,395,236 1,358,177 100.000 % Yes  
(13) Primary Care Group 2 Inc

6011 Baptist Rd Ste 220
Pittsburgh,PA15236
90-0451375
Medical Practice PA JRMC
 
C Corp 0 0 100.000 % Yes  
(14) Primary Care Group 4 Inc

1907 Lebanon Church Rd
West Mifflin,PA15122
80-0403090
Medical Practice PA JRMC
 
C Corp 631,316 64,611 100.000 % Yes  
(15) Primary Care Group 5 Inc

624 Monongahela Ave
Glassport,PA15045
80-0403100
Medical Practice PA JRMC
 
C Corp 551,882 84,558 100.000 % Yes  
(16) Primary Care Group 6 Inc

PO Box 333
West Mifflin,PA15122
90-0503600
Medical Practice PA JRMC
 
C Corp 431,489 68,379 100.000 % Yes  
(17) Primary Care Group 8 Inc

803 Miller Ave
Clairton,PA15025
01-0927360
Medical Practice PA JRMC
 
C Corp 164,735 330,920 100.000 % Yes  
(18) Primary Care Group 10 Inc

3726 Brownsville Rd
Pittsburgh,PA15227
38-3807173
Medical Practice PA JRMC
 
C Corp 385,138 122,869 100.000 % Yes  
(19) Primary Care Group 12 Inc

17 Arentzen Blvd Ste 101
Charleroi,PA15022
90-0614054
Medical Practice PA JRMC
 
C Corp 1,280,530 301,030 100.000 % Yes  
(20) Specialty Group Practice 1 Inc

575 Coal Valley Rd Ste 365
Clairton,PA15025
35-2367818
Medical Practice PA JRMC
 
C Corp 67,015 1,018,657 100.000 % Yes  
(21) West Penn Corporate Medical ServicesInc

4800 Friendship Avenue
Pittsburgh,PA15224
25-1437405
Inactive PA WPAHS Inc
 
C Corp 0 89,483 100.000 % Yes  
(22) West Penn Neurosurgery PC

4800 Friendship Avenue
Pittsburgh,PA15224
25-1630719
Inactive PA WPAHS Inc
 
C Corp 0 0 100.000 % Yes  
Schedule R (Form 990) 2017
Page 3
Schedule R (Form 990) 2017
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
Yes
 
b Gift, grant, or capital contribution to related organization(s) ............................
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) ............................
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
Yes
 
e Loans or loan guarantees by related organization(s) ............................
1e
Yes
 
f Dividends from related organization(s) ............................
1f
Yes
 
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
Yes
 
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
Yes
 
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
Yes
 
s Other transfer of cash or property from related organization(s) ............................
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1) Allegheny Clinic

P 389,665,764 FMV
(2) Wexford Medical Mall LLC

P 3,210,024 FMV
(3) Allegheny Health Network Home Infusion LLC

P 1,509,041 FMV
(4) Allegheny Clinic Medical Oncology

P 1,033,673 FMV
(5) Monroeville Ambulatory Surgery Center LLC

P 1,013,335 FMV
(6) Peters Township Surgery Center LLC

P 519,715 FMV
(7) Gold Mist Advisors LLC

P 259,340 FMV
(8) Jefferson Regional Medical Center

P 254,419 FMV
(9) AHN Surgery Center Bethel Park LLC

P 217,245 FMV
(10) Saint Vincent Foundation for HHS

P 65,009 FMV
(11) West Penn Hospital Foundation

P 54,878 FMV
(12) PDL Distribution Services LLC

P 52,829 FMV
(13) West Penn Allegheny Health System

Q 415,865,391 FMV
(14) Wexford Medical Mall LLC

Q 6,247,979 FMV
(15) Saint Vincent Health Center

Q 5,641,481 FMV
(16) Allegheny Clinic

Q 3,902,889 FMV
(17) Saint Vincent Medical Group

Q 1,043,213 FMV
(18) Allegheny Singer Research Institute

Q 586,341 FMV
(19) Alle-Kiski Medical Center

Q 402,666 FMV
(20) Osiris Properties LLC

Q 379,995 FMV
(21) HMPG Properties North LLC

Q 347,097 FMV
(22) Physician Partners of Western PA LLC

Q 291,685 FMV
(23) Summer Wind Management LLC

Q 168,535 FMV
(24) Promedix LLC

Q 131,648 FMV
(25) Provider PPI LLC

Q 66,489 FMV
(26) Saint Vincent Professional Building Assn

Q 63,825 FMV
(27) Westfield Memorial Hospital

Q 63,525 FMV
(28) Regional Home Health and Hospice

Q 59,462 FMV
(29) Saint Vincent CIC Disease LLC

Q 53,230 FMV
(30) Saint Vincent Health Center

B 695,714 FMV
(31) Westfield Memorial Hospital Foundation

B 50,000 FMV
(32) St Vincent Foundation

C 838,400 FMV
(33) Jefferson Regional Foundation

C 241,000 FMV
(34) Highmark Foundation

C 140,000 FMV
(35) Jefferson Auxiliary Hospital

C 89,000 FMV
(36) Forbes Medical Staff

C 62,000 FMV
(37) Highmark Inc

C 838,400 FMV
Schedule R (Form 990) 2017
Page 4
Schedule R (Form 990) 2017
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations?
(f)
Share of total income




(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership


Yes No Yes No Yes No






























Schedule R (Form 990) 2017
Page 5
Schedule R (Form 990) 2017
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
SCHEDULE R, PART V, LINE 2 HIGHMARK HEALTH GROUP TRANSACTS BUSINESS WITH THE LISTED RELATED ORGANIZATIONS IN THE MANNER IDENTIFIED IN COLUMN 2(B). HIGHMARK HEALTH GROUP HAS CHOSEN TO REFLECT THESE TRANSACTIONS COMBINED FOR PURPOSES OF DISCLOSURE ON SCHEDULE R, PART V, LINE 2.
Schedule R (Form 990) 2017

Additional Data


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