Accountable Care Organization

ACO NAME AND LOCATION

Baptist Health Care ACO, LLC
125 Baptist Way
Suite 6A
Pensacola, Florida 32503

ACO PRIMARY CONTACT

Primary Contact Name: Marlin Seay
Primary Contact Phone Number: 850.437.8600
Primary Contact Email Address: marlin.seay@bhcpns.org

ORGANIZATIONAL INFORMATION

ACO Participants:

Participant Name	ACO Participant in Joint Venture
Baptist Medical Group, LLC	N
Baptist Urgent Care, LLC	N

ACO Governing Body:

Member Last Name	Member First Name	Member Title/Position	Member’s Voting Power	Membership Type	ACO Participant TIN Legal Business Name/DBA, if Applicable
Terry	Andy	Voting Member	20%	Medicare Beneficiary Representative	N/A
Wolverton	Caroline	Voting Member	20%	ACO Participant Representative	Baptist Medical Group, LLC
Sontheimer	Dan	Voting Member	20%	ACO Participant Representative	Baptist Medical Group, LLC
Harrison	Dana	Voting Member	20%	ACO Participant Representative	Baptist Medical Group, LLC
Foust	Joseph	Voting Member	20%	ACO Participant Representative	Baptist Medical Group, LLC

Key ACO Clinical and Administrative Leadership:

Leaders	Title/Position
Marlin Seay	ACO Executive
Dan Sontheimer, M.D.	Medical Director
Ruth Kinney	Compliance Officer
Jennifer Swann, Robert Lambrisky	Quality Assurance/Improvement Officer

Associated Committees and Committee Leadership:

Committee Name	Committee Leader Name and Position
NA	NA

Types of ACO participants, or combinations of participants, that formed the ACO:

SHARED SAVINGS AND LOSSES INFORMATION

Amount of Shared Savings/Losses

Our ACO has not yet received financial reconciliation results; therefore, this section is not applicable at this time.

Shared Savings Distribution

Our ACO has not yet received financial reconciliation results; therefore, this section is not applicable at this time.

Shared Savings Distribution

2024 Quality Performance Results:

Our ACO has not yet received financial reconciliation results; therefore, this section is not applicable at this time.

ADVANCE INVESTMENT PAYMENT (AIP)

In accordance with 42 CFR § 425.630(i)(1), an ACO must publicly report information about the ACO's use of advance investment payments for each performance year, as set forth in 42 CFR § 425.308(b)(8). Advance investment payments used for any expenses other than allowable uses under 42 CFR § 425.630(e)(1) are subject to compliance action.

Spend Plan:

Payment Use	General Spend Category	General Spend Sub-Category	Projected Spending 2025	Actual Spending 2025	Projected Spending 2026	Actual Spending 2026	Projected Spending 2027	Actual Spending 2027	Projected Spending 2028	Actual Spending 2028	Projected Spending 2029	Actual Spending 2029
HIE Setup and Ongoing Participation Cost	Health Care Infrastructure	Health information exchange and health information network participation	$45,000.00	$0.00	$45,000.00	$0.00	$45,000.00	$0.00	$45,000.00	$0.00	$45,000.00	$0.00
EMR Vendor Engagement for Quality and PI Reporting	Health Care Infrastructure	Electronic Quality Reporting	$25,000.00	$0.00	$25,000.00	$0.00	$25,000.00	$0.00	$25,000.00	$0.00	$25,000.00	$0.00
Third Party Engagement for Attributed Patient Claims Data Processing and Benchmarking	Health Care Infrastructure	Other (explain in "Payment Use")	$155,000.00	$50,000.00	$155,000.00	$0.00	$155,000.00	$0.00	$155,000.00	$0.00	$155,000.00	$0.00
New Physician Leadership position to support advancement of the ACO's MSSP strategic priorities	Increased Staffing	Physician	$200,000.00	$0.00	$250,000.00	$0.00	$275,000.00	$0.00	$290,000.00	$0.00	$299,264.00	$0.00
Subtotals			$425,000.00	$50,000.00	$475,000.00	$0.00	$500,000.00	$0.00	$515,000.00	$0.00	$524,264.00	$0.00

Projected Total Advance Investment Payments : $2,064,264.00
Actual Spending : $50,000.00
Future Projected Spending : $2,014,264.00
Remaining Funding to Allocate : $0.00
Total Advance Investment Payments Received : $1,365,834.00
Our ACO has established a separate designated account for the deposit and expenditure of all advance investment payments in accordance with 42 CFR 425.630(e)(4).