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On May 5, 2025, Legacy Health and Legacy Foundation withdrew its CCO Form A submission filed with the CCO Form A Review program for the proposed transfer of Legacy Health’s 50% member interest in PacificSource. OHA therefore stopped its review and will not issue a decision for this proposed transaction. OHA will no longer accept public comments and all planned listening sessions have been cancelled.
OHA sent letters to the CCO Community Advisory Councils in each CCO region affected by the proposed transaction with information about the public listening sessions and the transaction review. The listening sessions mentioned in the letters are cancelled because the transaction is withdrawn.
Form A PacificSource CCOs Submission (October 21, 2024)
Response to Joint Request for Information (November 26, 2024)
Cover Letter
Narrative Responses to Request for Information
Confidentiality Log
Exhibit 11
Email [Redacted]
Email [Redacted]
Attachment: Fair Market Value Analysis Schedules [Redacted]
Attachment: Member Agreement/Project Bouquet Memorandum
Attachment: KaufmanHall [Redacted]
Attachment: Legacy Health/PacificSource Preliminary Review of Partnership Strategic Initiatives [Redacted]
Attachment: Legacy Health/PacificSource Joint Venture
Attachment: Legacy Health/PacificSource Partnership [Redacted]
Attachment: The Oregonian Article
Exhibit 12
Exhibit 13 – Organizational Chart
Exhibit 15 – Oregon Membership Forecast [Redacted]
Referenced Materials Submitted for Health Care Market Oversight Program Request for Information (November 18, 2024)
Request for Information Document Index
Request for Information Privilege Log
Request for Information Confidentiality Log
Exhibit 1 - Foundation Transfer Calculation [Redacted] Exhibit 10 - PacificSource Organizational Chart
Exhibit 11 - PacificSource GAAP Financial Statements
FY2021 PacificSource GAAP Financial Statements [Redacted]
FY2022 PacificSource GAAP Financial Statements [Redacted]
FY2023 PacificSource GAAP Financial Statements [Redacted]
Exhibit 12 - PacificSource Medicare Advantage Service Area
Exhibit 13 - PacificSource Community Solutions Medicaid Enrollment
Exhibit 14 - Past transactions where Legacy Health (or an affiliate) was a party
Exhibit 15 - Post-Closing Organizational Chart
Exhibit 16 - "A Generational Opportunity to Advance Health Equity in Oregon and SW Washington" Report Exhibit 18 - MOU Between Legacy Health and Legacy Health Foundation [Redacted] Exhibit 23 - Plans by Market and Portfolio
2024 and 2025 Medicare Plans by Market and Portfolio
Exhibit 24 - OHSU-Legacy Transaction Update [Redacted]
Exhibit 25 - Legacy Health and OHSU Network Grid
Exhibit 26 - PacificSource Legacy Health Agreements [Redacted]
Exhibit 27 - PacificSource Legacy Health Additional Agreements [Redacted]
Exhibit 28 - PacificSource Commercial Budgeted Projections 2025-2027 [Redacted]
Exhibit 29 - PacificSource Medicare and Medicaid Oregon Projections [Redacted]
Exhibit 30 - RBC Estimates 2023-2026 [Fully Redacted]
Exhibit 31 - Financial Projections for OHSU-Legacy Transaction [Redacted]
Exhibit 32 - Health Share and PacificSource Agreements [Redacted]
Exhibit 35 - Foundation Board Data Room Materials
Legacy Health Foundation Restated Articles of Incorporation Bylaws of Legacy Health Foundation [Redacted]
Legacy Health Foundation Board Roster [Redacted] Pacific Health Associates, Legacy Health, and PacificSource Organizational Chart PacificSource Restated Articles of Incorporation Bylaws of PacificSource [Redacted] PacificSource Certificate of Existence
PacificSource Pace, LLC Operating Agreement [Redacted]
PacificSource Pace, LLC Articles of Organization
PacificSource Pace, LLC Certificate of Existence
PacificSource Health Plans Restated Articles of Incorporation
PacificSource Health Plans Bylaws [Redacted]
PacificSource Health Plans Certificate of Existence
PacificSource Properties, LLC Operating Agreement [Redacted]
PacificSource Properties, LLC Articles of Organization
PacificSource Properties, LLC Certificate of Existence
PacificSource Administrators, Inc. Bylaws [Redacted]
PacificSource Administrators, Inc. Certificate of Existence
PacificSource Administrators, Inc. Articles of Incorporation
PacificSource Administrators, Inc. and PacificSource Self-Insurance Administrators, Inc. Merger
PacificSource Assurance, Inc. Certificate of Existence
Primary Health, Inc. Bylaws [Redacted]
Primary Health, Inc. and PacificSource Assurance, Inc. Articles of Conversion
PacificSource PCHP Articles of Incorporation
PacificSource PCHP and Springfield Health Plans, Inc. Articles of Merger
PacificSource Community Health Plans Bylaws [Redacted]
PacificSource Community Health Plans Certificate of Existence
Conners Group Articles of Incorporation
Conners Group Bylaws [Redacted]
Conners Group and PacificSource Community Solutions, Inc. Articles of Merger
PacificSource Community Solutions Certificate of Existence
FY22 Legacy Health Foundation Form 990
FY23 Legacy Health Foundation Form 990
Legacy Health Mission and Vision
PacificSource Administrators, Inc. Registered TPA License (Idaho)
PacificSource Community Health Plans Certificate of Authority (Montana)
PacificSource Administrators, Inc. Insurance License (Oregon)
PacificSource Administrators, Inc. Insurance License (Washington)
PacificSource Community Health Plans Certificate of Authority (Idaho)
PacificSource Community Health Plans Certificate of Authority (Oregon)
PacificSource Community Health Plans Certificate of Registration (Washington)
PacificSource Community Solutions Insurance License (Oregon)
PacificSource Health Plans Certificate of Authority (Idaho)
PacificSource Health Plans Certificate of Authority (Montana)
PacificSource Health Plans Insurance License (Oregon)
PacificSource Health Plans Certificate of Authority (Oregon)
PacificSource Health Plans Certificate of Registration (Washington)
Exhibit 36 - Legacy Health Correspondence Re: PacificSource [Redacted]
Exhibit 37 - Legacy Health Board Materials [Redacted]
Exhibit 39 - FY24 Financial Forcast LRFP [Redacted]
Referenced Materials Submitted for Health Care Market Oversight Program Request for Information (March 25, 2025)
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