2026-09-08T14:14:44-05:00 2025-12-31 621199757 LBMC PC 605 CHESTNUT STREET SUITE 1100 CHATTANOOGA TN 37450 990 2025-01-01 581406632 SOUTHERN HEALTH PLAN INC SOUT 4235358224 1 CAMERON HILL CIRCLE CHATTANOOGA TN 37402 DANIEL GREGORY CFO 4235358224 2026-09-01 0 ABIGAIL CAMPBELL P01296738 4237566585 2026-09-01 2025 BLUECROSS BLUESHIELD TN COM TR DANIEL GREGORY 1 CAMERON HILL CIRCLE CHATTANOOGA TN 37402 3158605 0 X SEE SCHEDULE O X 1980 TN SEE PART III, LINE 4A FOR DESCRIPTION. 3 0 0 0 0 0 0 0 0 0 751088 1184366 0 0 751088 1184366 413605 358743 0 0 0 0 0 0 0 86018 335404 499623 694147 251465 490219 14699940 16031568 14396 5470 14685544 16026098 X TO SUPPORT THE COMMUNITIES WE SERVE EMPHASIZING HEALTHY LIVING AND QUALITY OF LIFE. 0 0 571183 358743 SEE SCH O FORM 990, PART III, LINE 4A FOR DESCRIPTION.THE COMPANY SUPPORTED PROGRAMS FOR ALL LEVELS OF EDUCATION THUS BUILDING A COMPETENT WORKFORCE AND PROSPEROUS ECONOMY. THE COMPANY SUPPORTED EVENTS AND PROGRAMS THAT EMPHASIZE ECONOMIC AND COMMUNITY DEVELOPMENT. THE COMPANY DEMONSTRATED EXCELLENT CORPORATE CITIZENSHIP AND COMMITMENT TO TENNESSEANS, WITH THE PRIORITY TO SUPPORT THE COMMUNITIES IT SERVED, EMPHASIZING HEALTHY LIVING, HEALTH CARE ACCESS AND QUALITY OF LIFE. 571183 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 3 0 1 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X DANIEL GREGORY 4235358224 1 CAMERON HILL CIRCLE CHATTANOOGA TN 37402 X ANDREA WILLIS MD BOARD MEMBER 1.00 44.00 X 0 881669 70969 JOHN MAKI BOARD MEMBER 1.00 44.00 X 0 654790 70617 DALYA QUALLS WHITE CHAIRPERSON & PRESIDENT 2.00 44.00 X X 0 601900 67200 DANIEL GREGORY CFO 1.50 44.50 X 0 502705 57367 AMY ANDREWS TREASURER 1.00 44.00 X 0 360966 50753 MANDY SAVAGE ASSISTANT TREASURER 0.50 44.00 X 0 275685 52037 JILL LANGSTON SECRETARY (UNTIL 11-21-25) 0.50 44.50 X 0 160722 32836 KRISTY WHITE INTERIM SECRETARY (AS OF 11-24-25) 0.50 44.50 X 0 96963 22260 ROY VAUGHN FORMER CHAIRPERSON, PRESID 0.00 44.00 X 0 1307190 82209 DAVID CRISWELL FORMER TREASURER 1.50 44.00 X 0 1261066 84643 DENNIS CULVER FORMER TREASURER 0.00 44.00 X 0 469972 50884 0 6573628 641775 0 1 1 0 0 360404 360404 2798201 1974239 823962 823962 823962 1184366 0 0 1184366 358743 358743 19750 19750 150 150 16054 16054 SPONSORSHIPS 212440 212440 ADMINISTRATIVE EXPENSES 49995 49995 BUSINESS DEVELOPMENT 31702 31702 BANK AND OTHER 4813 4813 500 500 694147 571183 122964 0 12607 54069 170600 52676 14516181 15924587 552 236 14699940 16031568 225 14171 5470 14396 5470 X 14685544 16026098 14685544 16026098 14699940 16031568 490219 850335 0 X 0 1 X 1 0 0 DUE TO AFFILIATE 4357 INVESTMENT MANAGER FEE ACCRUAL 1113 5470 2029888 850335 850335 1179553 4813 4813 1184366 689334 0 689334 4813 4813 694147 PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSES NETTED WITH REVENUE ON FINANCIAL STATEMENTS 4,813. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSES NETTED WITH REVENUE ON FINANCIAL STATEMENTS 4,813. 1 AMERICAN CANCER SOCIETY INC 250 WILLIAMS STREET NW ATLANTA GA 30308 131788491 501(C)3 10000 0 GENERAL SUPPORT AMERICAN HEART ASSOCIATION 4708 PAPERMILL DRIVE KNOXVILLE TN 37909 135613797 501(C)3 10000 0 GENERAL SUPPORT BALLAD HEALTH FOUNDATION 1019 W OAKLAND AVE SUITE 2 JOHNSON CITY TN 37604 581594191 501(C)3 10000 0 GENERAL SUPPORT BREAKTHROUGH T1D PO BOX 5060 HAGERSTOWN MD 217415060 231907729 501(C)3 13500 0 GENERAL SUPPORT DIVERSITY EQUITY AND INCLUSION ALLIANCE OF NORTHEAST TENNESSEE PO BOX 4491 JOHNSON CITY TN 37604 872038154 501(C)3 10000 0 GENERAL SUPPORT NATIONAL BLACK CAUCUS 796 E BROOKS ROAD MEMPHIS TN 38116 852859266 501(C)3 15000 0 GENERAL SUPPORT OUTMEMPHIS 892 SOUTH COOPER STREET MEMPHIS TN 38104 621398741 501(C)3 10000 0 GENERAL SUPPORT ST JUDE CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 620646012 501(C)3 10000 0 GENERAL SUPPORT THE TIVOLI THEATRE FOUNDATION INC 399 MCCALLIE AVENUE CHATTANOOGA TN 37402 474405861 501(C)3 10000 0 GENERAL SUPPORT UNIVERSITY OF MEMPHIS FOUNDATION 635 NORMAL ST ALUMNI CENTER N0 108 MEMPHIS TN 38152 626048540 501(C)3 5320 0 GENERAL SUPPORT UVA WISE FOUNDATION 1 COLLEGE AVENUE WISE VA 24293 541638774 501(C)3 15000 0 GENERAL SUPPORT 11 0 PART I, LINE 2: PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS IN THE UNITED STATES: CONFIRMATION OF SUPPORT WAS MADE BY FOLLOW-UP WITH ORGANIZATIONS AND EVALUATION FORM COMPLETED FOR PROGRAM BENEFITS. 0 1 0 0 0 0 0 0 0 ROY VAUGHN FORMER CHAIRPERSON, PRESID 0 536290 0 754478 0 16422 0 55767 0 26442 0 1389399 0 0 DAVID CRISWELL FORMER TREASURER 0 697535 0 560280 0 3251 0 70816 0 13827 0 1345709 0 0 ANDREA WILLIS MD BOARD MEMBER 0 509574 0 366959 0 5136 0 51356 0 19613 0 952638 0 0 JOHN MAKI BOARD MEMBER 0 396715 0 249722 0 8353 0 48998 0 21619 0 725407 0 0 DALYA QUALLS WHITE CHAIRPERSON & PRESIDENT 0 339422 0 257119 0 5359 0 32806 0 34394 0 669100 0 0 DANIEL GREGORY CFO 0 302106 0 197891 0 2708 0 31278 0 26089 0 560072 0 0 DENNIS CULVER FORMER TREASURER 0 278883 0 185449 0 5640 0 27526 0 23358 0 520856 0 0 AMY ANDREWS TREASURER 0 268263 0 90212 0 2491 0 26250 0 24503 0 411719 0 0 MANDY SAVAGE ASSISTANT TREASURER 0 213000 0 60346 0 2339 0 20747 0 31290 0 327722 0 0 JILL LANGSTON SECRETARY (UNTIL 11-21-25) 0 138081 0 20373 0 2268 0 12322 0 20514 0 193558 0 0 PART I, LINE 4B LISTED BELOW ARE THE COMPENSATED OFFICERS, AND KEY EMPLOYEES OF THE RELATED ORGANIZATION WHO ARE INCLUDED IN THE SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN OF THE RELATED ORGANIZATION BCBST: ANDREA WILLIS (RSERP) $25,106 DENNIS CULVER (RSERP) $1,276 JOHN MAKI (RSERP) $22,748 DALYA QUALLS WHITE (RSERP) $6,557 DAVID CRISWELL (RSERP) $44,566 ROY VAUGHN (RSERP) $29,517 DANIEL GREGORY (RSERP) $5,028 FORM 990, PART VI, SECTION A, LINE 2 THE FOLLOWING INDIVIDUALS SERVE AS TRUSTEE, DIRECTOR, OR OFFICER FOR BOTH SHP AND BCBST, AND THEREFORE, HAVE A BUSINESS RELATIONSHIP: JOHN MAKI, BOARD MEMBER ANDREA WILLIS, MD, BOARD MEMBER MANDY SAVAGE, ASSISTANT TREASURER DALYA QUALLS WHITE, PRESIDENT DANIEL GREGORY, CFO AMY ANDREWS, TREASURER FORM 990, PART VI, SECTION A, LINE 7A ELECTION OF ONE OR MORE MEMBERS OF GOVERNING BODY: PURSUANT TO ARTICLE VI, SECTION 2 OF THE SHP BYLAWS, DIRECTORS SHALL BE APPOINTED BY THE BCBST BOARD. FORM 990, PART VI, SECTION A, LINE 7B BY-LAWS STIPULATE THAT "THE BOARD SHALL NOT HAVE THE POWER OR AUTHORITY TO: A) ELECT, APPOINT OR REMOVE DIRECTORS, OR SET THE COMPENSATION OF DIRECTORS; OR B) APPROVE A PLAN OF MERGER, CONSOLIDATION, CONVERSION OR DISSOLUTION; OR C) APPROVE A SALE, PLEDGE, OR ASSIGNMENT OF ALL OR SUBSTANTIALLY ALL OF THE CORPORATION'S ASSETS; OR D) TAKE ACTIONS WHICH WOULD NOT BE PERMITTED BY APPLICABLE LAWS. SUCH POWERS ARE RESERVED FOR ACTION BY THE BCBST BOARD." FORM 990, PART VI, SECTION B, LINE 11B PROCESS USED TO REVIEW FORM 990: INTERNAL CONTROLS ARE IN PLACE TO ENSURE AN ACCURATE RECORDING OF TRANSACTIONS AND AN ACCURATE REPORTING OF THE RESULTS. THE PROCESS TO REVIEW FORM 990 STARTS WITH THE PREPARATION OF THE WORK PAPERS; REVIEWED BY MANAGEMENT; AND THEN A FINAL REVIEW OF FORM 990 IS MADE BY OFFICERS RESPONSIBLE FOR FILING OF THE RETURN. A COPY OF THE FORM 990 WAS PROVIDED TO THE SOUTHERN HEALTH PLAN BOARD OF DIRECTORS BEFORE BEING FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE COMPANY MAINTAINS AN ONGOING PROCESS FOR THE COLLECTION, EVALUATION, AND MONITORING OF BOTH INDIVIDUAL AND ORGANIZATIONAL BUSINESS ACTIVITIES TO FACILITATE REPORTING OBLIGATIONS AND RISK MITIGATION EFFORTS ASSOCIATED WITH ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. THE COMPANY COMMUNICATES TO ALL OFFICERS, DIRECTORS, AFFILIATES, AND BUSINESS ASSOCIATES THE CLEAR EXPECTATION THAT THEY SUPPORT OUR EFFORTS IN THE AVOIDANCE OF CONFLICTS OF INTEREST AND PROMOTE A COMMITMENT TO INTEGRITY, SOUND BUSINESS PRACTICES, AND GOOD CORPORATE GOVERNANCE. AN EXAMPLE OF WAYS IN WHICH WE MONITOR AND ENFORCE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY INCLUDE BUT ARE NOT LIMITED TO: - UPON HIRE OR APPOINTMENT, AND AT LEAST ANNUALLY THEREAFTER, A CONFLICT OF INTEREST QUESTIONNAIRE MUST BE COMPLETED BY ALL OFFICERS AND MEMBERS OF THE BOARD OF DIRECTORS. - SEMI-ANNUALLY AN ORGANIZATIONAL CONFLICT OF INTEREST REMINDER NOTIFICATION IS DISTRIBUTED TO AN IDENTIFIED GROUP OF KEY PERSONNEL REPRESENTING VITAL AREAS OF THE COMPANY SOLICTING ANY CONCERNS. ADDITIONAL INFORMATION CAN BE PROVIDED UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII, SECTION A, COLUMN B CURRENT OFFICERS AND DIRECTORS LISTED ARE FULL-TIME EMPLOYEES OF A RELATED ORGANIZATION AND WORK A TOTAL OF 40-50 HOURS PER WEEK ON AVERAGE COMBINED. THEIR TIME IS DEVOTED TO SYSTEM WIDE ACTIVITIES WHICH COULD INCLUDE TIME SPENT ON ANY OF THE RELATED ORGANIZATIONS LISTED IN SCHEDULE R. FORM 990, PAGE 1, LINE J: HTTPS://WWW.BCBST.COM/ABOUT/IN-THE-COMMUNITY/MAKING-AN-IMPACT TENNESSEE HEALTH FOUNDATION INC 1 CAMERON HILL CIRCLE CHATTANOOGA TN 37402 200298456 CHARITABLE GRANT MAKING TN 501(C)(3) PF BCBST 0 BLUE CROSS BLUE SHIELD OF TENNESSEE POLITICAL ACTION COMMITTEE 1 CAMERON HILL CIRCLE CHATTANOOGA TN 37402 453506457 FEDERAL POLITICAL ORGANIZATION TN 527 BCBST 0 BLUE CROSS BLUE SHIELD OF TENNESSEE POLITICAL ACTION COMMITTEE 1 CAMERON HILL CIRCLE CHATTANOOGA TN 37402 900047660 TENNESSEE POLITICAL ORGANIZATION TN 527 BCBST 0 BLUECROSS BLUESHIELD OF TENNESSEE (BCBST) 1 CAMERON HILL CIRCLE CHATTANOOGA TN 37402 620427913 HEALTH INSURANCE TN N/A C 0 GOLDEN SECURITY INSURANCE COMPANY 1 CAMERON HILL CIRCLE CHATTANOOGA TN 37402 621156312 STOP-LOSS INSURANCE TN SOUTHERN DIVERSIFIED BUSINESS C 0 VOLUNTEER STATE HEALTH PLAN 1 CAMERON HILL CIRCLE CHATTANOOGA TN 37402 621656610 HEALTH MAINTENANCE TN SOUTHERN DIVERSIFIED BUSINESS C 0 GROUP INSURANCE SERVICES 1 CAMERON HILL CIRCLE CHATTANOOGA TN 37402 620721232 INSURANCE BROKER TN BENEVIVE INC C 0 SOUTHERN DIVERSIFIED BUSINESS 1 CAMERON HILL CIRCLE CHATTANOOGA TN 37402 621156889 HOLDING COMPANY TN BLUECROSS BLUESHIELD OF TENNESSEE C 0 RIVERBEND GOVERNMENT BENEFIT 1 CAMERON HILL CIRCLE CHATTANOOGA TN 37402 202469347 3RD PARTY ADMIN TN BENEVIVE INC C 0 RIVERTRUST SOLUTIONS INC 1 CAMERON HILL CIRCLE CHATTANOOGA TN 37402 200528228 MEDICARE APPEALS TN BENEVIVE INC C 0 SECURITYCARE OF TENNESSEE INC 1 CAMERON HILL CIRCLE CHATTANOOGA TN 37402 461548495 HMO TN SOUTHERN DIVERSIFIED BUSINESS C 0 SHARED HEALTH INC 1 CAMERON HILL CIRCLE CHATTANOOGA TN 37402 203484545 MEDICAID SERVICES CONSULTING TN BENEVIVE INC C 0 BENEVIVE INC 1 CAMERON HILL CIRCLE CHATTANOOGA TN 37402 208042682 HOLDING COMPANY TN BLUECROSS BLUESHIELD OF TENNESSEE C 0 SHARED HEALTH MISSISSIPPI INC 1 CAMERON HILL CIRCLE CHATTANOOGA TN 37402 842158200 DIRECT HEALTH AND MEDICAL MS SOUTHERN DIVERSIFIED BUSINESS C 0 RIVERBEND RISK SOLUTIONS INC 1 CAMERON HILL CIRCLE CHATTANOOGA TN 37402 863206811 CAPTIVE INSURANCE TN SOUTHERN DIVERSIFIED BUSINESS C 0 SHARED HEALTH GEORGIA INC 1 CAMERON HILL CIRCLE CHATTANOOGA TN 37402 920305805 DIRECT HEALTH AND MEDICAL GA SOUTHERN DIVERSIFIED BUSINESS C 0 SHARED HEALTH INSURANCE COMPANY 1 CAMERON HILL CIRCLE CHATTANOOGA TN 37402 991343971 DIRECT HEALTH AND MEDICAL TX SOUTHERN DIVERSIFIED BUSINESS C 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 0 0