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HomeMy WebLinkAboutRESPONSE - RFP - 7649 DENTAL ADMINISTRATOR (21)Colorado Dental Service, Inc. Consolidated Financial Statements (With Independent Auditor’s Report Thereon) December 31, 2013 Contents Independent Auditor’s Report on the Financial Statements 1-2 Financial Statements Consolidated balance sheets 3 Consolidated statements of operations and changes in reserves 4 Consolidated statements of cash flows 5 Notes to consolidated financial statements 6-18 Independent Auditor’s Report on the Supplementary Information 19 Supplementary Information Consolidating balance sheet—December 31, 2013 20 Consolidating statement of operations and changes in reserves—year ended December 31, 2013 21 Consolidating balance sheet—December 31, 2012 22 Consolidating statement of operations and changes in reserves—year ended December 31, 2012 23 1 Independent Auditor’s Report The Board of Trustees Colorado Dental Service, Inc. Denver, Colorado Report on the Financial Statements We have audited the accompanying consolidated financial statements of Colorado Dental Service, Inc., d/b/a Delta Dental of Colorado (the Company), which comprise the consolidated balance sheets as of December 31, 2013 and 2012; the related consolidated statements of operations and changes in reserves, and cash flows for the years then ended; and the related notes to the consolidated financial statements. Management’s Responsibility for the Financial Statements Management is responsible for the preparation and fair presentation of these consolidated financial statements in accordance with accounting principles generally accepted in the United States of America; this includes the design, implementation and maintenance of internal control relevant to the preparation and fair presentation of consolidated financial statements that are free from material misstatement, whether due to fraud or error. Auditor’s Responsibility Our responsibility is to express an opinion on these consolidated financial statements based on our audits. We did not audit the financial statements of Delta Dental Plan of Colorado Foundation, Inc. (the Foundation), a consolidated entity controlled by the Company, which statements reflect total assets constituting 20 percent and 19 percent, respectively, of consolidated total assets at December 31, 2013 and 2012, and total revenues constituting 2 percent and 3 percent, respectively, of consolidated total revenues for the years then ended. Those statements were audited by other auditors, whose report has been furnished to us, and our opinion, insofar as it relates to the amounts included for the Foundation, is based solely on the report of the other auditors. We conducted our audits in accordance with auditing standards generally accepted in the United States of America. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the consolidated financial statements are free from material misstatement. An audit involves performing procedures to obtain audit evidence about the amounts and disclosures in the consolidated financial statements. The procedures selected depend on the auditor’s judgment, including the assessment of the risks of material misstatement of the consolidated financial statements, whether due to fraud or error. In making those risk assessments, the auditor considers internal control relevant to the entity’s preparation and fair presentation of the consolidated financial statements in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the entity’s internal control. Accordingly, we express no such opinion. An audit also includes evaluating the appropriateness of accounting policies used and the reasonableness of significant accounting estimates made by management, as well as evaluating the overall presentation of the consolidated financial statements. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit opinion. 2 Opinion In our opinion, based on our audits and the report of the other auditors, the consolidated financial statements referred to above present fairly, in all material respects, the financial position of the Company as of December 31, 2013 and 2012, and the results of their operations and their cash flows for the years then ended in accordance with accounting principles generally accepted in the United States of America. Minneapolis, Minnesota April 23, 2014 3 Colorado Dental Service, Inc. Consolidated Balance Sheets December 31, 2013 and 2012 (In Thousands) Assets 2013 2012 Cash and Investments Cash and cash equivalents $ 5,595 $ 10,298 Marketable securities (Notes 2 and 8) 98,346 85,283 103,941 95,581 Accounts Receivable, net (less allowance for doubtful accounts of $250 and $175 at December 31, 2013 and 2012, respectively) (Note 3) 15,432 13,579 Property and Equipment, net (Note 4) 5,195 4,363 Prepaid Expenses and Other 986 1,023 Total assets $ 125,554 $ 114,546 Liabilities and Reserves Liabilities Losses: Risk plans (Note 6) $ 5,204 $ 4,737 Self-funded plans 5,593 5,659 Loss adjustment expenses 200 200 10,997 10,596 Advanced and unearned premiums 1,914 1,965 Accounts payable and accrued liabilities (Note 5) 10,006 7,677 Total liabilities 22,917 20,238 Commitments and Contingencies (Notes 5 and 7) Reserves (Notes 1 and 9) Unassigned, undesignated 76,410 70,180 Board-designated 1,385 3,314 Foundation reserves 24,842 20,814 Total reserves 102,637 94,308 Total liabilities and reserves $ 125,554 $ 114,546 See Notes to Consolidated Financial Statements. 4 Colorado Dental Service, Inc. Consolidated Statements of Operations and Changes in Reserves Years Ended December 31, 2013 and 2012 (In Thousands) 2013 2012 Revenues: Premiums: Risk plans $ 146,011 $ 138,364 Premium equivalents: Self-funded plans 142,770 136,160 Administration fees—self-funded plans 10,078 10,196 152,848 146,356 Total revenues from operations 298,859 284,720 Investment income 4,992 3,105 Net realized gains on investments 1,371 1,123 Other 211 256 Total revenues 305,433 289,204 Expenses: Losses: Risk plans (Note 6) 119,148 111,676 Self-funded plans 142,770 136,160 Loss adjustment expenses 4,251 3,814 266,169 251,650 Grants and community benefit programs 4,661 3,065 General and administrative expenses 28,487 23,903 Total expenses 299,317 278,618 Revenues over expenses 6,116 10,586 Other changes in reserves: Net change in unrealized gains on other-than-trading securities 2,156 2,441 Net change in unrecognized net periodic benefit cost (Note 5) 57 238 Net increase 8,329 13,265 Reserves at beginning of year 94,308 81,043 Reserves at end of year $ 102,637 $ 94,308 See Notes to Consolidated Financial Statements. 5 Colorado Dental Service, Inc. Consolidated Statements of Cash Flows Years Ended December 31, 2013 and 2012 (In Thousands) 2013 2012 Cash Flows From Operating Activities Revenues over expenses $ 6,116 $ 10,586 Adjustments to reconcile revenues over expenses to net cash provided by operating activities: Depreciation expense 1,282 920 Net loss on disposal of property and equipment - 144 Net amortization of bond premium and discount 66 51 Net realized gains on investments (1,371) (1,123) Net unrealized gains on trading securities (1,959) (155) Other-than-temporary impairment 480 - Changes in operating assets and liabilities: Accounts receivable (1,853) 1,660 Prepaid expenses and other 37 (105) Liabilities for losses and loss adjustment expenses 401 (1,325) Advanced and unearned premiums (51) 157 Accounts payable and accrued liabilities 2,386 (2,059) Net cash provided by operating activities 5,534 8,751 Cash Flows From Investing Activities Purchase of property and equipment (2,114) (2,418) Purchase of other-than-trading fixed-income securities (6,692) (8,885) Purchase of other-than-trading equity securities (8,005) (6,076) Sale of other-than-trading equity securities 4,903 810 Sales and maturities of other-than-trading fixed-income securities 2,641 7,474 Net change in trading securities (970) (2,603) Net cash used in investing activities (10,237) (11,698) Net decrease in cash and cash equivalents (4,703) (2,947) Cash and Cash Equivalents at Beginning of Year 10,298 13,245 Cash and Cash Equivalents at End of Year $ 5,595 $ 10,298 See Notes to Consolidated Financial Statements. Colorado Dental Service, Inc. Notes to Consolidated Financial Statements 6 Note 1. Summary of Operations and Significant Accounting Policies Operations: Colorado Dental Service, Inc., d/b/a Delta Dental of Colorado (the Company), is a Colorado licensed, tax-exempt dental service corporation offering risk and self-funded dental plans to subscribers. The Company administers the self-funded plans for a fee. The Delta Dental Plan of Colorado Foundation, Inc. (the Foundation) was established so that the Company could provide support to a 501(c)(3) charitable organization. The Foundation sponsors programs that prevent dental disease and advance the science and practice of dentistry. The Foundation is funded primarily by annual contributions from the Company. During 2013 and 2012, the Company pledged funding of $3,628,000 and $6,515,000, respectively. The Company has no ownership of the Foundation, but does have a controlling interest via majority representation on the Foundation’s Board. Accordingly, the financial position, results of operations, and cash flows of the Foundation are consolidated with those of the Company. Foundation reserves, which are shown as a separate component of reserves in the accompanying consolidated balance sheets, include a $2 million endowment designated by the Company’s Board of Trustees. In December 2010, the Company’s Board of Trustees approved the creation of the Delta Dental of Colorado Fund (the Fund), with an initial appropriation of $3,000,000. At the discretion of the Board of Trustees, the Company will use the Fund to provide oral health benefits to the community and promote oral health care throughout the state of Colorado. In 2012, the Board of Trustees appropriated an additional $3,000,000 into the Fund. During the years ended December 31, 2013 and 2012, the Company incurred $1,929,000 and $2,196,000, respectively, of oral health benefits and administrative expenses related to the Fund. At December 31, 2013, the remaining balance of the Fund of $1,385,000 is shown as a Board-designated component of reserves in the accompanying consolidated balance sheets. Basis of presentation: The accompanying consolidated financial statements include the accounts of the Company and of the Foundation (combined hereafter, the Company). All significant intercompany transactions and balances have been eliminated in consolidation. Recognition of risk plan premiums and self-funded revenue: Risk plan premium revenue and claims expense are recognized in the period incurred. Risk plan contracts are typically written for one- to two- year periods, and thereafter may be renewed on a yearly basis. Risk plan premiums are recognized as revenue in the period to which the coverage is applicable. Policy acquisition costs, principally commissions, are charged to operations as incurred. Additionally, self-funded revenues represent amounts for which the Company is paid a fee by certain employer groups and is reimbursed for actual claims by these groups through administrative service contracts (ASCs). Under ASCs, the Company provides access to its network of dental providers to group members, and the members receive an insurance card designating them as plan members. The Company negotiates contractual discounts with the dental providers included in the network, provides the list of services covered in product offerings, processes the claims pursuant to the terms of the employer group’s plan, and monitors the quality of the dental services provided. The Company is responsible for paying the dental provider the contracted amount and billing that amount plus its administrative service fee to the employer group on a periodic basis. The Company mitigates its credit risk under ASCs by performing credit checks of the employer groups and, in certain cases, collecting advance deposits. The Company does not assume underwriting risk under ASCs. Amounts received from the employer groups (including the administrative fee) and claims paid by the Company under ASCs are recorded on a gross basis and separately presented as a component of revenues and expenses, respectively, in the consolidated statements of operations and changes in reserves. Receivables and liabilities for claims under such contracts are also separately presented. Accounts receivable have been separately identified in Note 3, and accrued losses and loss adjustment expenses are separately presented in the consolidated balance sheets. Colorado Dental Service, Inc. Notes to Consolidated Financial Statements 7 Note 1. Summary of Operations and Significant Accounting Policies (Continued) Management recognizes that, depending on the terms of the contract, revenues derived and claims incurred under arrangements similar to ASCs may be presented by other plans on a net basis. Management has evaluated the criteria of revenue recognition and believes that gross reporting is appropriate based on the specific ASC terms, management’s consideration of the Financial Accounting Standards Board’s (FASB) codification on revenue recognition, including certain factors mentioned above, and general industry practice of other Delta Dental plans. Losses and loss adjustment expenses: Liabilities for losses and loss adjustment expenses represent the estimated ultimate net cost of all reported and unreported claims incurred through December 31 and are based on historical experience. Those estimates are subject to the effects of trends in claim severity and frequency. Although considerable variability is inherent in such estimates, management believes that the liabilities for losses and loss adjustment expenses are adequate. The estimates are continually reviewed and adjusted as necessary as experience develops or new information becomes known; such adjustments are included in current operations. Cash and cash equivalents: The Company considers all highly liquid investments with an initial maturity of three months or less at the date of purchase to be cash equivalents. The Company maintains cash and cash equivalents in accounts that frequently exceed insured limits. To date, the Company has not experienced any losses on such accounts. Investments: Each of the consolidating entities has a separately managed investment portfolio. Delta Dental of Colorado has designated its investments (which consist of fixed-income securities and equity securities) held at December 31, 2013 and 2012, as other-than-trading. Accordingly, such investments are carried at fair value, with the unrealized gains and losses reported as other changes in reserves. Realized gains and losses, and declines in fair value judged to be other than temporary, are recognized as part of revenues over expenses in the consolidated statements of operations and changes in reserves. The Foundation investment portfolio is managed consistent with a trading portfolio and, therefore, such investments are carried at fair value, with the unrealized gains and losses reported as a component of investment income in the consolidated statements of operations and changes in reserves. Realized gains and losses are recognized as part of revenues over expenses in the consolidated statements of operations and changes in reserves. A description of the Company’s accounting policies for determining the fair value of investments is included in Note 8, Fair Value of Financial Instruments. The cost of investments sold is based on the specific-identification method. Interest, dividends, amortization of premiums, and accretion of discounts on investments are included in investment income. Amortization and accretion is computed using the scientific (constant yield) interest method. At December 31, 2013 and 2012, U.S. Treasury bonds with a par value of $1,500,000 were held in a custodial account owned by the Company. This account has been pledged to the Colorado Division of Insurance to satisfy regulatory requirements. The Company receives the investment income earned on the bonds. At December 31, 2013 and 2012, the bonds had a fair value of $2,084,000 and $2,316,000, respectively. Colorado Dental Service, Inc. Notes to Consolidated Financial Statements 8 Note 1. Summary of Operations and Significant Accounting Policies (Continued) Investment credit risk: The Company invests in a professionally managed portfolio of securities, which includes common stocks and debt securities of publicly traded companies; obligations of the U.S. government, government agencies and corporations; mutual funds; and money market funds. Such investments are inherently exposed to various risks, such as interest rate, market and credit risks. Due to the level of risks associated with these investments and the level of uncertainty related to the potential changes in the value of such investments, it is at least reasonably possible that changes in risk factors in the near term could affect the carrying value of individual investments and the related amounts reported in the Company’s consolidated financial statements, and such amounts could be material. Accounts receivable: Accounts receivable are carried at original invoice amount less an estimate made for doubtful receivables based on a review of all outstanding amounts on a monthly basis. Management determines the allowance for doubtful accounts by regularly evaluating individual customer receivables and considering a customer’s financial condition and credit history, and current economic conditions. Accounts receivable are written off when deemed uncollectible. Recoveries of accounts receivable previously written off are recorded when received. Property and equipment: Property and equipment are carried at cost, less accumulated depreciation. Depreciation is computed using the straight-line method over the estimated useful lives of the assets (three to 10 years). Leasehold improvements are amortized over the lesser of the useful life or term of the lease. The cost of maintenance and repairs is charged to expense as incurred. Income taxes: The Company is exempt from federal income taxes under the provisions of Section 501(c)(4) of the Internal Revenue Code. Generally, the Company is no longer subject to federal income tax return examinations for the years prior to 2010. Revenues over expenses: Revenues over expenses is the Company’s performance indicator. Other changes in reserves for the years ended December 31, 2013 and 2012, which are excluded from the performance indicator, consisted of the change in unrealized gains and losses on the Company’s other- than-trading investment portfolio and the change in the funded status of the Company’s defined benefit health plan. Use of estimates: The preparation of consolidated financial statements in conformity with accounting principles generally accepted in the United States of America (GAAP) requires management to make estimates and assumptions that affect the reported amounts of assets and liabilities at the date of the consolidated financial statements and the reported amounts of revenues and expenses during the reporting period. Actual results could differ from the estimates. Reclassifications: Certain amounts in the prior year’s consolidated financial statements have been reclassified to conform to the current year’s presentation, with no impact on reserves or revenues over expenses. Subsequent events: The Company has evaluated subsequent events through April 23, 2014, the date these consolidated financial statements were available to be issued. Colorado Dental Service, Inc. Notes to Consolidated Financial Statements 9 Note 2. Investments The following is a summary of the investments at December 31: 2013 (In Thousands) Cost/ Gross Gross Estimated Amortized Unrealized Unrealized Fair Cost Gains Losses Value Other-than-trading securities: Fixed-income securities: U.S. Treasury notes $ 12,743 $ 995 $ (45) $ 13,693 Corporate bonds 22,791 1,268 (165) 23,894 Mortgage- and asset-backed securities 1,387 131 - 1,518 Total fixed-income securities 36,921 2,394 (210) 39,105 Equity securities 29,659 10,983 (9) 40,633 Total other-than-trading securities $ 66,580 $ 13,377 $ (219) 79,738 Trading securities: Fixed-income securities: Corporate bonds $ 1,457 $ 27 $ (22) 1,462 Mortgage- and asset-backed securities 130 2 (2) 130 1,587 29 (24) 1,592 Equity securities 14,907 2,375 (266) 17,016 Total trading securities $ 16,494 $ 2,404 $ (290) 18,608 Total investments $ 98,346 Colorado Dental Service, Inc. Notes to Consolidated Financial Statements 10 Note 2. Investments (Continued) 2012 (In Thousands) Cost/ Gross Gross Estimated Amortized Unrealized Unrealized Fair Cost Gains Losses Value Other-than-trading securities: Fixed-income securities: U.S. Treasury notes $ 17,256 $ 1,660 $ (4) $ 18,912 Corporate bonds 17,941 2,299 (50) 20,190 Mortgage- and asset-backed securities 2,071 226 - 2,297 Total fixed-income securities 37,268 4,185 (54) 41,399 Equity securities 25,133 6,896 (25) 32,004 Total other-than-trading securities $ 62,401 $ 11,081 $ (79) 73,403 Trading securities: Fixed-income securities: U.S. Treasury notes $ 101 $ 1 $ - 102 Corporate bonds 1,780 48 (19) 1,809 Mortgage- and asset-backed securities 151 3 - 154 2,032 52 (19) 2,065 Equity securities 9,693 507 (385) 9,815 Total trading securities $ 11,725 $ 559 $ (404) 11,880 Total investments $ 85,283 The amortized cost and estimated fair value of debt securities at December 31, 2013, by contractual maturity, are shown below: Amortized Fair Cost Value (In Thousands) Due in one year or less $ 2,851 $ 2,874 Due after one year through five years 17,692 18,330 Due after five years through 10 years 13,661 14,288 Due after 10 years 2,787 3,556 Mortgage-backed securities 1,517 1,649 $ 38,508 $ 40,697 Expected maturities will differ from contractual maturities because borrowers may have the right to call or prepay obligations with or without call or prepayment penalties. Colorado Dental Service, Inc. Notes to Consolidated Financial Statements 11 Note 2. Investments (Continued) Proceeds from the sales of investments during 2013 and 2012 were approximately $6,383,000 and $4,888,000, respectively. Gross realized gains on the sale of investments were approximately $1,983,000 and $1,123,000 for the years ended December 31, 2013 and 2012, respectively. There were gross realized losses of $132,000 and $-0- on the sale of investments for the years ended December 31, 2013 and 2012, respectively. As of December 31, 2013 and 2012, unrealized losses on other-than-trading securities totaled approximately $219,000 and $79,000, respectively. As of December 31 of each year, the unrealized losses were considered to be temporarily impaired in accordance with the Company’s investment policy. Because the Company has the ability and intent to hold the securities for a reasonable period of time sufficient for a forecasted recovery of fair value, the Company does not consider these investments to be other-than-temporarily impaired. An impairment loss of approximately $480,000 was taken on one equity security in 2013 and was recorded as a realized loss on the consolidated statement of operations and changes in reserves. No impairments were recognized in 2012. The following tables illustrate the gross unrealized losses and fair value of other-than-trading investments with unrealized losses that are not deemed to be other than temporarily impaired, aggregated by investment type and length of time that individual securities have been in a continuous unrealized loss position at December 31, 2013 and 2012. Fair Unrealized Fair Unrealized Fair Unrealized Description of Securities Value Loss Value Loss Value Loss 2013 (in thousands): U.S. Treasury notes $ - $ - $ 1,964 $ (45) $ 1,964 $ (45) Corporate bonds 4,117 (132) 468 (33) 4,585 (165) Equity securities - - 3,759 (9) 3,759 (9) Total $ 4,117 $ (132) $ 6,191 $ (87) $ 10,308 $ (219) Less Than 12 Months Greater Than 12 Months Total Fair Unrealized Fair Unrealized Fair Unrealized Description of Securities Value Loss Value Loss Value Loss 2012 (in thousands): U.S. Treasury notes $ 2,007 $ (4) $ - $ - $ 2,007 $ (4) Corporate bonds 500 (1) 595 (49) 1,095 (50) Equity securities 3,270 (25) - - 3,270 (25) Total $ 5,777 $ (30) $ 595 $ (49) $ 6,372 $ (79) Less Than 12 Months Greater Than 12 Months Total Note 3. Accounts Receivable Net accounts receivable at December 31 are summarized as follows: 2013 2012 (In Thousands) Risk plans $ 3,973 $ 2,477 Self-funded plans: Paid claims and administrative fees 5,866 5,443 Incurred but not reported claims 5,593 5,659 $ 15,432 $ 13,579 Colorado Dental Service, Inc. Notes to Consolidated Financial Statements 12 Note 4. Property and Equipment At December 31, the components of property and equipment were as follows: 2013 2012 (In Thousands) Property and equipment, at cost: Computer software and hardware $ 6,567 $ 6,788 Leasehold improvements 1,699 1,604 Furniture and fixtures 1,990 1,111 10,256 9,503 Less accumulated depreciation 5,061 5,140 Property and equipment, net $ 5,195 $ 4,363 The Company has internal-use software that was developed to support the processing of claims with its current administrative services provider. The software was initially placed in service in 2009, and the Company has subsequently added additional components. The Company has incurred approximately $4,202,000 and $3,705,000 as of December 31, 2013 and 2012, respectively, for the development of internal-use software. Depreciation expense on the internal-use software was $638,000 and $520,000 in 2013 and 2012, respectively. Note 5. Retirement and Management Incentive Plans The Company sponsors a defined contribution benefit plan that covers substantially all eligible employees. For 2013 and 2012, the Company’s contributions to the plan were based on 4.0 percent of an employee’s monthly compensation. For the years ended December 31, 2013 and 2012, benefit expense was approximately $325,000 and $336,000, respectively. For 2013 and 2012, the Company also matches the employee’s contribution, up to 4.0 percent of an employee’s compensation, to an employee’s savings plan. For the years ended December 31, 2013 and 2012, benefit expense under this plan was approximately $271,000 and $259,000, respectively. The Company sponsors an unfunded defined benefit health plan (the Plan) that provides postretirement dental benefits to employees who have retired from active service, have attained age 50, and have at least 20 years of service. Colorado Dental Service, Inc. Notes to Consolidated Financial Statements 13 Note 5. Retirement and Management Incentive Plans (Continued) A summary of assets and obligations of the Plan is as follows at December 31, 2013 and 2012: 2013 2012 (In Thousands) Change in benefit obligation: Benefit obligation at beginning of year $ 411 $ 597 Service cost 27 43 Interest cost 15 25 Change in assumptions (81) (137) Actuarial gain (14) (112) Benefits paid (5) (5) Benefit obligation at end of year 353 411 Plan assets - - Unfunded status of Plan at December 31 $ 353 $ 411 Items not yet reflected in net periodic benefit cost $ 679 $ 622 Net change in unrecognized net periodic benefit cost 57 238 The unfunded status of the Plan at December 31, 2013 and 2012, is recognized in the accompanying consolidated balance sheets in accounts payable and accrued liabilities. The expense recognized by the Company for the Plan is as follows for the years ended December 31, 2013 and 2012: 2013 2012 (In Thousands) Components of net periodic benefit cost: Service cost $ 27 $ 43 Interest cost 15 25 Amortization of prior service cost recognized 15 15 Amortization of gains (48) (32) Total net periodic benefit cost $ 9 $ 51 Weighted-average assumptions as of December 31: Discount rate 4.67% 3.75% Colorado Dental Service, Inc. Notes to Consolidated Financial Statements 14 Note 5. Retirement and Management Incentive Plans (Continued) Assumed dental cost trend rates have a significant effect on the amounts reported for the dental plan. For measurement purposes, a 4.0 percent annual rate of increase in the per capita cost of covered dental care benefits was assumed for 2013 and 2012. A one percentage point change in assumed dental cost trend rates would result in the following: One One Percentage Percentage Point Point Increase Decrease (In Thousands) Service and interest cost $ 49 $ 31 Postretirement benefit obligation 424 297 The Company has incentive bonus plans (Bonus Plans) for the benefit of its employees, including senior executives. The total amount of incentive awards to be made under the Bonus Plans for any plan year depends on performance standards established by the Board of Trustees. The Board of Trustees authorizes the total amount of bonus awards, if any, to be made to the eligible employees for any plan year. For the years ended December 31, 2013 and 2012, the Company expensed $943,000 and $851,000, respectively, in conjunction with the Bonus Plans. The Company also sponsors a long-term incentive program for the benefit of senior executives and certain members of management. The total amount of incentive awards is determined by the Company’s achievement of designated performance results over a three-year period, with the latest period ending in 2015. For the years ended December 31, 2013 and 2012, the Company expensed $424,000 and $265,000, respectively, in conjunction with the long-term executive compensation plan. Note 6. Liabilities for Losses Activity in the liabilities for losses for the Company’s risk plans for the years ended December 31 is summarized as follows: 2013 2012 (In Thousands) Liabilities for losses at beginning $ 4,737 $ 5,185 Add provision for losses occurring in: Current year 119,163 111,724 Prior years (15) (48) Net incurred losses during the current year 119,148 111,676 Paid related to: Current year 113,959 107,079 Prior years 4,722 5,045 Total paid 118,681 112,124 Liabilities for losses at end of year $ 5,204 $ 4,737 Colorado Dental Service, Inc. Notes to Consolidated Financial Statements 15 Note 7. Commitments and Contingencies The Company leases its office space. Effective April 15, 2013, the lease was amended, extending the term to October 31, 2020. The amended lease includes a change in the leased space and future rental payments, as well as providing for certain tenant improvement allowances to be paid by the landlord. The Company also pays for its prorated share of taxes, maintenance and insurance. The following is a schedule of future minimum rental payments required on the office lease: Minimum Rental Years Ending December 31, Payments (In Thousands) 2014 $ 573 2015 587 2016 601 2017 485 2018 775 Thereafter 1,455 $ 4,476 Rent expense, including common area maintenance costs and amortization of deferred rent related to the tenant improvement allowance, for the years ended December 31, 2013 and 2012, was $609,000 and $639,000, respectively. In the normal course of business, the Company is a party to various claims and litigation. Management is of the opinion that the outcome of these matters will not have a material adverse effect on the financial condition of the Company. Patient Protection and Affordable Care Act: The passage at the federal level of the Patient Protection and Affordable Care Act (ACA) during 2010 represents significant changes to the U.S. health care system. The legislation is far reaching and is intended to expand access to health insurance coverage over time by increasing the eligibility thresholds for most state Medicaid programs and providing certain other individuals and small businesses with tax credits to subsidize a portion of the cost of health insurance coverage. The legislation includes a requirement that most individuals obtain health insurance coverage, beginning in 2014, and also a requirement that certain large employers offer coverage to their employees or pay a financial penalty. This health insurance coverage is required to offer or include pediatric dental benefits. The federal legislation also imposes new regulations on the health insurance industry, including, but not limited to, guaranteed coverage requirements, prohibitions on some annual and all lifetime limits on amounts paid on behalf of the Company’s members, increased restrictions on rescinding coverage, a requirement to cover preventive services on a first-dollar basis, the establishment of state insurance exchanges and essential benefit packages, greater limitations on how the Company prices certain of its products, and certain new taxes (assessment fees) to be borne by the Company. In 2013, the State of Colorado set up a state-based exchange called Connect for Health Colorado that will operationalize all aspects of the ACA. Colorado Dental Service, Inc. Notes to Consolidated Financial Statements 16 Note 7. Commitments and Contingencies (Continued) Some of the provisions of the ACA and the Colorado legislation (Health Care Reform) became effective in 2010 through 2013, while other provisions will become effective over the next several years. These changes could impact the Company through potential disruption to the employer-based market, potential cost shifting in the health care delivery system to insurance companies, and limitations on the ability to increase premiums to meet costs. The Company will need to dedicate material resources and incur material expenses to implement and comply with Health Care Reform at both the state and federal levels, including implementing and complying with the future regulations that will provide guidance on and clarification of significant portions of the legislation. The Health Care Reform law and regulations are likely to have significant effects on the Company’s future operations, which in turn, could impact the value of its business model and results of operations. In addition, federal and state regulatory agencies may further restrict the Company’s ability to obtain new product approvals, implement changes in premium rates, or impose additional restrictions, under new or existing laws that could adversely affect the Company’s business, cash flows, financial condition and results of operations. In July 2011, the FASB issued guidance addressing the recognition and classification of assessment fees to be paid to the federal government by health and dental insurers as mandated by the Patient Protection and Affordable Care Act, as well as the Health Care and Education Reconciliation Act. This guidance specifies that the liability for the fee should be estimated and recorded in full once the entity provides qualifying insurance during the applicable calendar year in which the fee is payable, with a corresponding deferred cost amortized to expense. The deferred cost is amortized to expense, using the straight-line method, over the calendar year in which it is payable, unless another method more appropriately allocates the fee. These amendments are effective for calendar years beginning after December 31, 2013, when the fee initially becomes effective. The Company anticipates that their share of this assessment will be approximately $1,460,000 based on 2013 levels of insurance and market share. Note 8. Fair Value of Financial Instruments The carrying amounts reported in the consolidated balance sheets for cash and cash equivalents, accounts receivable and liabilities approximate fair value because of the short-term nature of these items. These assets and liabilities are not listed in the tables below. The Company holds certain assets that are required to be measured at fair value on a recurring basis. The valuation techniques used to measure fair value under the fair value measurements and disclosures topic of the FASB codification are based on the level of judgment associated with the inputs used to measure their fair value. The definitions of the levels are as follows: Level 1: Inputs are unadjusted, quoted prices for identical assets or liabilities in active markets at the measurement date. Level 2: Inputs are other than quoted prices included in Level 1 that are observable for the asset or liability through corroboration with market data at the measurement date. Level 3: Inputs are unobservable and reflect management’s best estimate of what market participants would use in pricing the asset or liability at the measurement date. Colorado Dental Service, Inc. Notes to Consolidated Financial Statements 17 Note 8. Fair Value of Financial Instruments (Continued) Equity securities are valued at the latest quoted sales prices or official closing prices taken from the primary market in which each security trades. Investments in mutual funds are valued at the net asset value (NAV) per share determined as of the close of the New York Stock Exchange on each valuation date. Investments in bonds are valued using the latest bid or trade prices or using valuation methodologies that consider such factors as security prices, yields, maturities and ratings, both as furnished by independent pricing services. If pricing services are unable to provide valuations, debt securities are valued at the most recent bid quotation or evaluated price, as applicable, obtained from a broker/dealer or a widely used quotation system and are generally classified as Level 2. The following tables set forth the Company’s assets that are measured and recognized at fair value on a recurring basis as of December 31, 2013 and 2012, under the appropriate level of the fair value hierarchy. Investments are classified in their entirety based on the lowest level of input that is significant to the fair value measurement. Level 1 Level 2 Level 3 Total Fixed-income securities: U.S. Treasury notes $ - $ 13,693 $ - $ 13,693 Corporate bonds: Domestic - 21,265 - 21,265 International - 4,091 - 4,091 Mortgage- and asset-backed securities - 1,648 - 1,648 Total fixed-income securities - 40,697 - 40,697 Equity securities: Domestic 40,509 - - 40,509 International 17,140 - - 17,140 Total equity securities 57,649 - - 57,649 Total assets $ 57,649 $ 40,697 $ - $ 98,346 2013 (In Thousands) Level 1 Level 2 Level 3 Total Fixed-income securities: U.S. Treasury notes $ - $ 19,014 $ - $ 19,014 Corporate bonds: Domestic - 19,364 - 19,364 International - 2,635 - 2,635 Mortgage- and asset-backed securities - 2,451 - 2,451 Total fixed-income securities - 43,464 - 43,464 Equity securities: Domestic 30,973 - - 30,973 International 10,846 - - 10,846 Total equity securities 41,819 - - 41,819 Total assets $ 41,819 $ 43,464 $ - $ 85,283 2012 (In Thousands) Colorado Dental Service, Inc. Notes to Consolidated Financial Statements 18 Note 9. Surplus Reserves and Statutory Insurance Accounting Practices There are differences in accounting practices for financial statements presented in accordance with generally accepted accounting principles (GAAP) and those presented on the statutory basis. At December 31, 2013 and 2012, these differences resulted in the Company’s surplus for statutory purposes being $35,368,000 and $28,181,000, respectively, less than the reserve balance on a GAAP basis. The differences are due to the carrying values of investments and to certain assets, including certain equipment and intangible assets, investments in excess of prescribed limitations, and prepaid expenses, not being admitted as an asset for statutory purposes. The Company is subject to risk-based capital (RBC) requirements promulgated by the National Association of Insurance Commissioners (NAIC). The RBC standards establish uniform minimum capital requirements for insurance companies. The RBC formula applies various weighting factors to financial balances or various levels of activities based on the perceived degree of risk. At December 31, 2013, the Company’s reserves and unassigned funds exceeded the minimum amounts required of all RBC action levels. 19 Independent Auditor’s Report on the Supplementary Information To the Board of Trustees Colorado Dental Service, Inc. Denver, Colorado We have audited the consolidated financial statements of Colorado Dental Service, Inc., d/b/a Delta Dental of Colorado (the Company), as of and for the years ended December 31, 2013 and 2012, and have issued our report thereon, which contains an unmodified opinion on those consolidated financial statements. See pages 1 and 2. We did not audit the financial statements of Delta Dental Plan of Colorado Foundation, Inc. (the Foundation), a consolidated entity controlled by the Company. Those statements were audited by other auditors, whose report has been furnished to us, and our opinion, insofar as it relates to the amounts included for the Foundation, is based solely on the report of the other auditors. Our audits were conducted for the purpose of forming an opinion on the consolidated financial statements as a whole. The consolidating information is presented for purposes of additional analysis rather than to present the financial position, results of operations, and cash flows of the individual companies and is not a required part of the consolidated financial statements. Such information is the responsibility of management and was derived from and relates directly to the underlying accounting and other records used to prepare the consolidated financial statements. The consolidating information has been subjected to the auditing procedures applied in the audits of the consolidated financial statements and certain additional procedures, including comparing and reconciling such information directly to the underlying accounting and other records used to prepare the consolidated financial statements, or to the consolidated financial statements themselves, and other additional procedures in accordance with auditing standards generally accepted in the United States of America. In our opinion, the information is fairly stated in all material respects in relation to the consolidated financial statements as a whole. Minneapolis, Minnesota April 23, 2014 20 Colorado Dental Service, Inc. Consolidating Balance Sheet December 31, 2013 (In Thousands) Assets Company Foundation Eliminations Consolidated Cash and Investments Cash and cash equivalents $ 2,518 $ 3,077 $ - $ 5,595 Marketable securities 79,738 18,608 - 98,346 82,256 21,685 - 103,941 Accounts Receivable, net 15,514 3,628 (3,710) 15,432 Property and Equipment, net 5,195 - - 5,195 Prepaid Expenses and Other 884 102 - 986 Total assets $ 103,849 $ 25,415 $ (3,710) $ 125,554 Liabilities and Reserves Liabilities Losses: Risk plans $ 5,204 $ - $ - $ 5,204 Self-funded plans 5,593 - - 5,593 Loss adjustment expenses 200 - - 200 10,997 - - 10,997 Advanced and unearned premiums 1,914 - - 1,914 Accounts payable and accrued liabilities 13,143 573 (3,710) 10,006 Total liabilities 26,054 573 (3,710) 22,917 Reserves Unassigned, undesignated 76,410 - - 76,410 Board-designated 1,385 - - 1,385 Foundation reserves - 24,842 - 24,842 Total reserves 77,795 24,842 - 102,637 Total liabilities and reserves $ 103,849 $ 25,415 $ (3,710) $ 125,554 21 Colorado Dental Service, Inc. Consolidating Statement of Operations and Changes in Reserves Year Ended December 31, 2013 (In Thousands) Company Foundation Eliminations Consolidated Revenues: Premiums: Risk plans $ 146,011 $ - $ - $ 146,011 Premium equivalents: Self-funded plans 142,770 - - 142,770 Administration fees—self-funded plans 10,078 - - 10,078 Total revenues from operations 298,859 - - 298,859 Investment income 2,399 2,593 - 4,992 Net realized gain (loss) on investments 1,402 (31) - 1,371 Other 211 3,665 (3,665) 211 Total revenues 302,871 6,227 (3,665) 305,433 Expenses: Losses: Risk plans 119,148 - - 119,148 Self-funded plans 142,770 - - 142,770 Loss adjustment expenses 4,251 - - 4,251 266,169 - - 266,169 Grants and community benefit programs 6,583 1,743 (3,665) 4,661 General and administrative expenses 28,031 456 - 28,487 Total expenses 300,783 2,199 (3,665) 299,317 Revenues over expenses 2,088 4,028 - 6,116 Other changes in reserves: Net change in unrealized gains on other-than-trading securities 2,156 - - 2,156 Net change in unrecognized net periodic benefit cost 57 - - 57 Net gain 4,301 4,028 - 8,329 Reserves at beginning of year 73,494 20,814 - 94,308 Reserves at end of year $ 77,795 $ 24,842 $ - $ 102,637 22 Colorado Dental Service, Inc. Consolidating Balance Sheet December 31, 2012 (In Thousands) Assets Company Foundation Eliminations Consolidated Cash and Investments Cash and cash equivalents $ 7,082 $ 3,216 $ - $ 10,298 Marketable securities 73,403 11,880 - 85,283 80,485 15,096 - 95,581 Accounts Receivable, net 13,673 6,515 (6,609) 13,579 Property and Equipment, net 4,363 - - 4,363 Prepaid Expenses and Other 903 120 - 1,023 Total assets $ 99,424 $ 21,731 $ (6,609) $ 114,546 Liabilities and Reserves Liabilities Losses: Risk plans $ 4,737 $ - $ - $ 4,737 Self-funded plans 5,659 - - 5,659 Loss adjustment expenses 200 - - 200 10,596 - - 10,596 Advanced and unearned premiums 1,965 - - 1,965 Accounts payable and accrued liabilities 13,369 917 (6,609) 7,677 Total liabilities 25,930 917 (6,609) 20,238 Reserves Unassigned, undesignated 70,180 - - 70,180 Board-designated 3,314 - - 3,314 Foundation reserves - 20,814 - 20,814 Total reserves 73,494 20,814 - 94,308 Total liabilities and reserves $ 99,424 $ 21,731 $ (6,609) $ 114,546 23 Colorado Dental Service, Inc. Consolidating Statement of Operations and Changes in Reserves Year Ended December 31, 2012 (In Thousands) Company Foundation Eliminations Consolidated Revenues: Premiums: Risk plans $ 138,364 $ - $ - $ 138,364 Premium equivalents: Self-funded plans 136,160 - - 136,160 Administration fees—self-funded plans 10,196 - - 10,196 Total revenues from operations 284,720 - - 284,720 Investment income 2,268 837 - 3,105 Net realized gain on investments 875 248 - 1,123 Other 189 6,582 (6,515) 256 Total revenues 288,052 7,667 (6,515) 289,204 Expenses: Losses: Risk plans 111,676 - - 111,676 Self-funded plans 136,160 - - 136,160 Loss adjustment expenses 3,814 - - 3,814 251,650 - - 251,650 Grants and community benefit programs 9,155 425 (6,515) 3,065 General and administrative expenses 23,490 413 - 23,903 Total expenses 284,295 838 (6,515) 278,618 Revenues over expenses 3,757 6,829 - 10,586 Other changes in reserves: Net change in unrealized gains on other-than-trading securities 2,441 - - 2,441 Net change in unrecognized net benefit cost 238 - - 238 Net gain 6,436 6,829 - 13,265 Reserves at beginning of year 67,058 13,985 - 81,043 Reserves at end of year $ 73,494 $ 20,814 $ - $ 94,308