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This Form A, only addresses the first phase of investment and subsequent phases of investment will be subject to additional Form A filing requirements. Advocate Aurora Health, based in Milwaukee and near Chicago, plans to acquire 15% to 20% of part of Quartz as the organizations launch a Medicare Advantage plan for seniors in eastern Wisconsin starting Jan. 1, according to an application before the state insurance commissioner. On May 1, 2020, Advocate Aurora Health, Inc. (AAH) and its subsidiary Aurora Health Care, Inc. (AHC) (together the Applicants) filed a "Statement Regarding the Acquisition of Control or Merger with a Domestic Insurer" (the Form A), to acquire control of Quartz Health Plan Corporation (Quartz). Media Contacts: Advocate Aurora Health Media Contact: mediarelations@aah.org. Advocate Health Care WI Unless otherwise stated, physicians are independent practitioners who are not employees or agents of Aurora Health Care or the Aurora facility where the care is being provided. Medicare’s highest rating from The Centers for Medicare & Medicaid Services (CMS)*. Media Contacts: Advocate Aurora Health. Quartz Christina Ott . Madison & Milwaukee, Wisconsin — Quartz and Advocate Aurora Health plan to collaborate to enhance access to high quality, coordinated, affordable health care in eastern Wisconsin. Biographical Affidavits were filed by Advocate Aurora Health, Inc., and Aurora Health Care, Inc., as follows: Proposed Acquisition Of Quartz Health Plan Corporation by Advocate Aurora Health, Inc., and Aurora Health Care, Inc. Email from Steve Junior, OCI, to Morgan J. Tilleman, Foley & Lardner LLP, dated June 28, 2020, requesting certain documents in furtherance of the review of the Form A. Email to Steve Junior, OCI, from Lisa M. Gingerich, Michael Best & Friedrich LLP, dated July 1, 2020, conveying the following documents: Email from Morgan J. Tilleman, Foley & Lardner LLP, to Steve Junior, OCI, dated October 2, 2020, with comments on draft Case Recommendation Memorandum for Case No. Quartz Christina Ott christina.ott@QuartzBenefits.com 608-471-4766. The Quartz and Advocate Aurora collaboration also includes Aurora Health Care physicians and sites of care in select Quartz commercial networks to expand access to high-quality primary and specialty care for current Quartz members. © 2020 Quartz Health Solutions, Inc. All rights reserved. Quartz-branded health plans are offered by Quartz Health Benefit Plans Corporation, Quartz Health Plan Corporation, Quartz Health Plan MN Corporation and Quartz Health Insurance Corporation, which are separate legal entities. If you wish to confirm the information contained herein, or if you have any other questions about a particular physician, please contact the physician’s office. Certain Quartz networks* now include access to the 16 hospitals and 3,000+ providers of Aurora Health Care. The collaboration would bring two of Wisconsin's leading health care organizations together to introduce a Medicare Advantage HMO plan for seniors. Advocate Aurora Health is awarding a total of $2,125,000 in grants to Milwaukee community organizations through its Better Together Fund. Email from Morgan J. Tilleman, Foley & Lardner LLP, to Steve Junior, OCI, dated October 7, 2020, with further comments on draft Case Recommendation Memorandum for Case No. ORGANIZATION AND ASIS OF PRESENTATION Description of usiness On April 1, 2018, Advocate Aurora Health, Inc., a Delaware nonprofit corporation (the Parent orporation) If you wish to confirm the information contained herein, or if you have any other questions about a particular physician, please contact the physician’s office. 20-C43722) [CONFIDENTIAL]. As you know, information is always subject to change. Neither Aurora Health Care nor the Aurora Health Care facility shall be liable for the medical care provided or decisions made by these independent physicians. 20-C437222 [CONFIDENTIAL], Draft List of Exhibits for Case No. Aurora Health Care, Network* a Wisconsin non-stock corporation Inc.* an Illinois not-for-profit corporation Please see page 2 for an organizational chart of Aurora Heal h Care, Inc. and its subsidiaries and pages 3 and 4 for an organizational chart of Advocate Health Care Network and its subsidiaries. Date: Friday, September 25, 2020 2:36:34 PM Attachments: image002.png Steve, please let me know if the attached Waiver is acceptable to OCI. Or contact your local Aurora clinic at 888-863-5502.We’ll answer questions about insurance. Aurora Health Care Language assistance services are available free of charge during your Advocate Aurora Health visit. The Quartz and Advocate Aurora collaboration also includes Aurora Health Care physicians and sites of care in select Quartz commercial networks to expand access to high-quality primary and specialty care for current Quartz members. Media Contact: mediarelations@aah.org . The addition of Advocate Aurora Health aligns with our commitment to improving access to affordable, quality health care. To access this content, you must purchase a Premium membership, or log in if you are a member. Health Details: Certain Quartz networks* now include access to the 16 hospitals and 3,000+ providers of Aurora Health Care. 20-C43722 sent to him by Steve Junior on September 21, 2020. There may have been updates since this blog post was published. Advocate Aurora, which is a 28-hospital system based in Downers Grove, Ill., and Milwaukee, expects to sign a definitive agreement with Quartz in the next few months. When you Choose Self-Funded, Choose Quartz. 20-C43722 sent to him by Steve Junior on September 21, 2020. 21.1 Quartz Health Plan Corporation Service Area Expansion/Specified Providers [CONFIDENTIAL] Ex. Neither Aurora Health Care nor the Aurora Health Care facility shall be liable for the medical care provided or decisions made by these independent physicians. Check with your health insurance provider to make sure your benefit plan includes Aurora Health Care. Aurora Health Care’s parent company Advocate Aurora Health signed a non-binding letter of intent with insurance company Quartz Health Solutions Inc. Quartz Health Plan Corporation Service Area Expansion/Specified Providers [CONFIDENTIAL]. Unless otherwise stated, physicians are independent practitioners who are not employees or agents of Aurora Health Care or the Aurora facility where the care is being provided. Email from Lisa M. Gingerich, Michael Best & Friedrich LLP, to Steve Junior, OCI, dated July 23, 2020, with the following attachment: Email from Lisa M. Gingerich, Michael Best & Friedrich LLP, to Steve Junior, OCI, dated July 27, 2020, with the following attachment: Email from Steve Junior, OCI, to Morgan J. Tilleman, Foley & Advocate Aurora Health LeeAnn Betz leeann.Betz@aurora.org 414-299-1698. Our Quartz Prime network will also include access to these same Aurora Health Care hospitals and providers effective May 1, 2020. That’s an overall 5 out of 5 stars for 2021. Our Quartz Prime network will also include access to these same Aurora Health Care hospitals and providers effective May 1, 2020. The collaboration would bringtwo of Wisconsin’s leading health care organizations together to introduce a Medicare Advantage HMO plan for seniors. Agency Directory ADVOATE AURORA HEALTH, IN . Quartz Health Plan would sell Medicare Advantage plans in eastern Wisconsin and Advocate Aurora would buy a stake in the health insurer. Email from Lisa M. Gingerich, Michael Best & Friedrich LLP, to Steve Junior, OCI, dated September 25, 2020, concerning comments on draft hearing documents sent to her by Steve Junior on September 21, 2020, with the following attachment: Revised Form of Waiver for University Health Care, Inc., Gundersen Health System, Inc., Iowa Health System, and Quartz Health Plan Corporation in the event that they would like expedited entry of a Final Decision in accordance with the Proposed Decision, Email from Morgan J. Tilleman, Foley & Lardner LLP, to Steve Junior, OCI, dated October 2, 2020, with comments on draft Case Recommendation Memorandum for Case No. Advocate Aurora Health plans to acquire a portion of one of the state’s largest HMOs, but it is unclear how much ownership stake the health system will have at the end of the deal. Earlier this year we announced a new collaboration with Advocate Aurora Health that may benefit many Quartz members, particularly those in eastern Wisconsin. 20-C43722), Stipulation and Order in the Matter of the Acquisition of Control of Quartz Health Plan Corporation by Advocate Aurora Health, Inc. and Aurora Heath Care, Inc. (Case No. Certain Quartz networks* now include access to the 16 hospitals and 3,000+ providers of Aurora Health Care. 22 Stipulation and Order in the Matter of the Acquisition of Control of Quartz Health Plan Corporation by Advocate Aurora Health, Inc. and Aurora Heath Care, Inc. (Case No. The plan is expected to start Jan. 1 and be available during open enrollment, which begins Oct. 15. Quartz-branded health plans are offered by Quartz Health Benefit Plans Corporation, Quartz Health Plan Corporation, Quartz Health Plan MN Corporation and Quartz Health Insurance Corporation, which are separate legal entities. Quartz and Advocate Aurora signed a non-binding letter of intent to explore partnering on a Medicare Advantage plan serving eastern Wisconsin. Email from Morgan J. Tilleman, Foley & Lardner LLP, to Steve Junior, OCI, dated July 6, 2020, with the following attachments: Letter from Morgan J. Tilleman, Foley & Lardner LLP, to Steve Junior, OCI, dated July 6, 2020, concerning supplemental responses and filing of confidential information, Exhibit 1:  Aurora Health Care, Inc. Disclosure Schedules [UNREDACTED - CONFIDENTIAL], Exhibit 3:  Implementation Agreement effective January 15, 2020, made by and between Advocate Aurora Health, Inc., and Quartz Health Solutions, Inc. [UNREDACTED - CONFIDENTIAL], Exhibit 3:  Implementation Agreement effective January 15, 2020, made by and between Advocate Aurora Health, Inc., and Quartz Health Solutions, Inc. [REDACTED], Exhibit 4:  Risk Based Capital Agreement entered into January 15, 2020, by and between Aurora Health Care, Inc., and Quartz Health Plan Corporation [UNREDACTED - CONFIDENTIAL], Exhibit 4:  Risk Based Capital Agreement entered into January 15, 2020, by and between Aurora Health Care, Inc., and Quartz Health Plan Corporation [REDACTED], Exhibit 5:  Confidentiality, Nondisclosure Agreement made and entered into March 12, 2019, by and between Quartz Health Solutions, Inc., and Advocate Aurora Health, Inc. [UNREDACTED - CONFIDENTIAL], Exhibit 9:  Participating Provider Agreement first effective on January 1, 2020, by and between Quartz Health Solutions, Inc., and Aurora Health Care, Inc., on behalf of itself and its controlled affiliates [CONFIDENTIAL], Exhibit 10:  Forecast for Additional Medicare Advantage Enrollees [CONFIDENTIAL], Exhibit 11:  Future Plans for Wisconsin Collaborative Insurance Company [CONFIDENTIAL], Email from Janie Riebe to Steve Junior, OCI, dated July 10, 2020. 20-C43722) Ex. September 21, 2020, with the following attachments: Case Recommendation Memorandum for Case No. 20-C43722 23 Notice of Hearing for Case No. Advocate Aurora Health and Quartz are partnering on a Medicare Advantage plan that would serve eastern Wisconsin. From: Gingerich, Lisa M (12710) To: MTilleman@foley.com; Junior, Steve J - OCI Subject: RE: Acquisition of Quartz Health Plan Corporation by Advocate Aurora Health, Inc. and Aurora Health Care, Inc. Advocate Aurora also filed papers with the state of Wisconsin to acquire a 15 percent interest in Quartz Health Plan Inc. with the intention of introducing a Medicare Advantage HMO in … Online Services. The Applicants intend to acquire control of Quartz as a result of AHC becoming a member of Quartz, pursuant to an Exchange Agreement. Quartz and Aurora Health Care are partnering together to launch the region’s only joint 5-Star Medicare Advantage plan. For more information, see our. In the spring of 2017, Quartz partnered with Unity Health and Gundersen Health Plan, adding Physician’s Plus later that same year. The funds will be distributed to 11 community projects across 10 organizations to address the social and economic needs of the Milwaukee community as we continue to face COVID-19. According to the Form A, the Exchange Agreement contains certain material terms; including the contemplation of three phases of increasing investment by AHC. Lardner LLP, and Lisa M. Gingerich, Michael Best & Friedrich LLP, dated Advocate Aurora also filed papers with the state of Wisconsin to acquire a 15 percent interest in Quartz Health Plan Inc. with the intention of introducing a Medicare Advantage HMO in … SUBSCRIBE NOW $1 for 3 months. About Quartz Quartz Health Solutions, Inc. (Quartz) is jointly owned by UW Health, Gundersen Health System and UnityPoint Health. Department of Health Services (DHS) Contacts, BadgerCare Plus - Member Rights & Responsibilities, Individual Network Health Insurance Wisconsin. Follow us at QuartzBenefits.com/blog for information as it becomes available. Neither Aurora BayCare Medical Center nor the Aurora BayCare facility shall be liable for the medical care provided or decisions made by these independent physicians. Medicare First Tier, Downstream and Related Entitles (FDR) Compliance, Provider Communicator Newsletter & News Flash Bulletins. The attachment with the edited draft is [CONFIDENTIAL], Case Recommendation Memorandum in the Matter of the Acquisition of Control of Quartz Health Plan Corporation by Advocate Aurora Health, Inc. and Aurora Health Care, Inc. (Case No. While Quartz would administer the plan once it goes into effect, it […] Under the Exchange Agreement, the Applicants intend for AHC to make a contribution to Quartz in exchange for 15% of the Class A Membership Rights of Quartz. For more information, see our Companies and Licenses page. Media Contacts: Advocate Aurora Health Media Contact: mediarelations@aah.org. On May 1, 2020, Advocate Aurora Health, Inc. (AAH) and its subsidiary Aurora Health Care, Inc. (AHC) (together the Applicants) filed a "Statement Regarding the Acquisition of Control or Merger with a Domestic Insurer" (the Form A), to acquire control of Quartz Health Plan Corporation (Quartz). The Quartz and Advocate Aurora collaboration also includes Aurora Health Care physicians and sites of care in select Quartz commercial networks to expand access to high-quality primary and specialty care for current Quartz members. The attachment with the edited draft is [CONFIDENTIAL], Email from Morgan J. Tilleman, Foley & Lardner LLP, to Steve Junior, OCI, dated October 7, 2020, with further comments on draft Case Recommendation Memorandum for Case No. The organizations are expected to close April 1, 2018. Advocate Aurora Health Care and Quartz Milwaukee . 4. Thank you for the comment! 20-C43722 sent to him by Steve Junior on September 21, 2020. The partners plan to sign a definitive agreement in the coming months and the plan going into effect on January 1, 2021. It is provided to you for informational purposes only, and neither Aurora BayCare Medical Center nor the Aurora BayCare facility has independently verified the information. Chicago, IL and Milwaukee, WI —­­ Advocate Health Care and Aurora Health Care announced today that their proposed merger has cleared the regulatory review process, paving the way for the creation of Advocate Aurora Health, the 10 th largest not-for-profit, integrated health care system in the United States. 20-C437222, Form of Waiver by Advocate Aurora Health, Inc. and Aurora Health Care, Inc. in the event that they would like expedited entry of a Final Decision in accordance with the Proposed Decision, Form of Waiver for University Health Care, Inc., Gundersen Health System, Inc., Iowa Health System, and Quartz Health Plan Corporation in the event that they would like expedited entry of a Final Decision in accordance with the Proposed Decision, Email from Morgan J. Tilleman, Foley & Lardner LLP, to Steve Junior, OCI, dated September 25, 2020, with comments on draft hearing documents sent to him by Steve Junior on September 21, 2020. AND ITS AFFILIATES AND SU SIDIARIES NOTES TO ONSOLIDATED FINAN IAL STATEMENTS FOR THE PERIOD ENDED DE EM ER 31, 2018 (Dollars in thousands) 1. Share: Rate: Previous Ascension’s Howard Young to transition labor and delivery care to new Marshfield Clinic site. It is provided to you for informational purposes only, and neither Aurora BayCare Medical Center nor the Aurora BayCare facility has independently verified the information. A non-binding letter of intent (LOI) has been Just ask and assistance will be provided. Your comment must be approved first, Quartz-branded health plans are offered by Quartz Health Benefit Plans Corporation, Quartz Health Plan Corporation, Quartz Health Plan MN Corporation and Quartz Health Insurance Corporation, which are separate legal entities. If so, I will begin circulating to In 2021, Quartz and Advocate Aurora Health will introduce a joint Medicare Advantage product in eastern Wisconsin. * Members will now enjoy access to their 14 hospitals and 1,400+ providers. The plan would be administered by Quartz. Quartz is an administrator for a variety of self-funded health plans and recently shifted into administrating the plans for several other local standard insurers, mainly HMO companies. Quartz and Advocate Aurora in January announced they were collaborating on a new Medicare Advantage plan, an alternative to traditional Medicare. For more information, see our Companies and Licenses page. Quartz and Advocate Aurora Healthplan to collaborate to enhance access to high quality, coordinated, affordable health care in eastern Wisconsin. The Applicant filed the following documents with the OCI: Cover Letter  (Letter re Form A Filing dated May 1, 2020), Exhibit 1-A:  Exchange Agreement with Exhibits [REDACTED, PENDING REVIEW], Exhibit 1-B:  Post Closing Organizational Chart of QHPC, Exhibit 2(c):  Organizational Chart of Applicants, Exhibit 12-A:  2019 AAH Audited Financial Statements, Exhibit 12-B:  2018 AAH Audited Financial Statements, Exhibit 12-C:  2015 AHC Audited Financial Statements, Exhibit 12-C:  2016 AHC Audited Financial Statements, Exhibit 12-C:  2017 AHC Audited Financial Statements, Exhibit 12-D:  Three-year Financial Projections for QHPC [CONFIDENTIAL], Biographical Affidavit for David Boyd Anderson, Director [CONFIDENTIAL], Biographical Affidavit for Joanne Beth Bauer, Director [CONFIDENTIAL], Biographical Affidavit for Thomas Michael Bolger, Director [CONFIDENTIAL], Biographical Affidavit for Lynn Crump-Caine, Director [CONFIDENTIAL], Biographical Affidavit for John W. Daniels, Jr., Chairperson [CONFIDENTIAL], Biographical Affidavit for Joanne Marilyn Disch, Director [CONFIDENTIAL], Biographical Affidavit for James William Doheny, Senior Vice President and Corporate Controller [CONFIDENTIAL], Biographical Affidavit for Marcia Elaine Facey Drame, Director [CONFIDENTIAL], Biographical Affidavit for Robert Clarence Figueroa, Director [CONFIDENTIAL], Biographical Affidavit for Nannette Marie Gardetto, Director [CONFIDENTIAL], Biographical Affidavit for Michael Mullan Grebe, Director [CONFIDENTIAL], Biographical Affidavit for Mark Mayo Harris, Director [CONFIDENTIAL], Biographical Affidavit for Charles Anthony Harvey, Director [CONFIDENTIAL], Biographical Affidavit for Steven Edward Huser, Assistant Treasurer and Senior Vice President for Treasury Services [CONFIDENTIAL], Biographical Affidavit for Kenneth Richard Jakle, Director [CONFIDENTIAL], Biographical Affidavit for Michael Kerns, Assistant Secretary [CONFIDENTIAL], Biographical Affidavit for Janet Kreicj, Director [CONFIDENTIAL], Biographical Affidavit for Michael Howard Lappin, Secretary [CONFIDENTIAL], Biographical Affidavit for Leslie Kate Lenzo, Senior Vice President, Investments and Assistant Treasurer [CONFIDENTIAL], Biographical Affidavit for Michael Lee Morgan, Director [CONFIDENTIAL], Biographical Affidavit for Dominic James Nakis, Treasurer and Chief Financial Officer [CONFIDENTIAL], Biographical Affidavit for John Frederick Timmer, Director [CONFIDENTIAL], Quartz's Disclosure Schedules to the Exchange Agreement dated May 1, 2020 [REDACTED VERSION], 2015 Exchange Agreement by and between Gundersen Lutheran Health System, Inc. and University Health Care, Inc. [REDACTED VERSION], 2015 Exchange Agreement by and between Gundersen Lutheran Health System, Inc., and University Health Care, Inc. [UNREDACTED VERSION - CONFIDENTIAL], 2017 Exchange Agreement by and between Gundersen Lutheran Health System, Inc., University Health Care, Inc., and Iowa Health System [REDACTED VERSION], 2017 Exchange Agreement by and between Gundersen Lutheran Health System, Inc., University Health Care, Inc., and Iowa Health System [UNREDACTED VERSION - CONFIDENTIAL], 2017 QHC Stockholders Agreement (also attached as Exhibit K to the 2017 Exchange Agreement [REDACTED VERSION], 2017 QHC Stockholders Agreement (also attached as Exhibit K to the 2017 Exchange Agreement) [UNREDACTED VERSION - CONFIDENTIAL], Email from Janie Riebe to OCI Company Licensing electronic mailbox dated July 1, 2020, Email from Steve Junior, OCI, to Janie Riebe dated July 2, 2020. 20-C43722 sent to him by Steve Junior on September 21, 2020. Our Quartz Prime network will also include access to these same Aurora Health Care hospitals and providers effective May 1, 2020. As of January 1, 2020, certain Quartz commercial provider networks include Advocate Aurora Health locations in eastern Wisconsin.

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