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Managed Healthcare, HMO, and PPO Companies

SIC 6324 | NAICS 524114

The following guide to industry information, research, and analysis provides sources for industry trends and statistics, financial ratios, salary surveys, and more.

Select from the following sections or scroll below to view available resources:

Industry Analysis, Statistics, Trends, and Forecasts

Financial Information and Financial Ratios

Compensation and Salary Surveys

Business Valuation Resources

For guides to other industries, see our index of over 400 industries.

Industry Analysis, Statistics, Trends, and Forecasts

Health and Medical Insurance - Managed Care Providers  (view report)

Comprehensive research reports provide in-depth industry analysis and five-year growth forecasts, with special focus on the underlying structure and external forces and relationships that affect industries and their performance. Report contents include:

  • Key statistics
  • Market size and characteristics
  • Current performance
  • Competitive landscape
  • Major companies
  • Key risk and success factors
  • Five-year growth forecast

Managed Care Fact Sheets
Fact sheets provide a statistical overview of key aspects of the managed care industry, with topics covered including managed care enrollment and penetration, top national health plans by enrollment, healthcare cost components, premium rate increase trends, key performance measures, consumer-directed health plans, and Medicare Advantage (Part C) and Prescription Drug Plans (Part D). All information is available free online.

First Research

Health Insurance Carriers
First Research profiles cover key aspects of an industry's size, scope, and operations, and include a five-year revenue growth forecast. Profiles are updated quarterly and include:
  • Industry overview
  • Recent developments
  • Critical issues and challenges
  • Business trends and opportunities
  • Executive insights
  • Financial benchmarking data
  • Five-year growth forecast

Advanstar Communications, Inc.
MCE Magazine
Monthly trade journal features news and information for managed healthcare executives, with special features including the "State of the Industry" report (October issue) which addresses topics such as spending growth, health insurance exchanges, accountable care organizations, Medicaid expansion, rate negotiations, payer profitability, and more. Current digital edition and selected articles from archived issues are available online.

American Association of Preferred Provider Organizations
Information resources available from this organization include:

Resources / Research / research
"Resources" and "Research" sections include reports, surveys, whitepapers, and other resources which address preferred provider organization (PPO) practices, the important role that PPOs play in the healthcare industry, and emerging trends and issues in PPO industry. All information can be viewed free online.

PPO Primer for the Public Policy Community
Topics covered in this publication include an overview of insurance issues including insurance markets, types of plans, benefits, payers and administrators, setting premiums, and payment and cost control approaches; preferred provider organization (PPO) characteristics, services, revenue sources, and physician selection and interface; and health care and quality management in PPOs. Publication can be viewed free online.

Financial Benchmarking Data

Industry Financial Ratios
Health and Medical Insurance Carriers / Health Maintenance Organizations (HMOs)  Search for "524114"
Five-year financial statement analysis includes income statements, balance sheets, and key financial ratios, with data available by sales size range on a national, state, and metro area level.
  • Income and expense detail in dollars and percentages
  • Balance sheets in dollars and percentages
  • Cash flow analysis
  • Liquidity and working capital ratios
  • Profitability and return on investment ratios
  • Asset turnover and efficiency ratios
  • Capital structure and debt service ratios

First Research

Health Insurance Carriers

Financial information section of these profiles includes common-size income statement and balance sheet data and key financial ratios for the most recent annual reporting period, with average financial measures reported for all companies and by sales size range for small (under $5 million), medium ($5 million to $50 million), and large companies (over $50 million). Sample report can be downloaded and viewed online.

Compensation Surveys

ERI Economic Research Institute
Medical, Dental, and Disability Insurance Carriers Salary Survey
Annual salary survey provides compensation data from ERI AssessorĀ®, government, and survey participant databases for executive, salaried, and hourly personnel employed by health, medical, dental, and disability insurance carriers, with survey results available on a national and regional level. Complete listing of job positions included in the survey and sample pages for selected job positions are accessible online.

U.S. Bureau of Labor Statistics
Occupational Employment and Wages - Insurance Carriers
Annual occupational employment and wages survey provides hourly and annual wage data for personnel employed in this service sector (e.g., actuaries, insurance underwriters, and insurance claims and policy processing clerks) on a national, state, and metropolitan area basis, with statistical measures for national data including mean, median, and upper/lower quartiles and deciles. All information is available free online.

Business Valuation Resources

Levin Associates
Managed Care Acquisition Report
Periodic report provides an overview of merger and acquisition activity in this sector and includes individual data summaries for each transaction, with transaction data provided including target, acquirer, price, terms, price multiples (e.g., price per unit, price/revenue, and price/income), and additional commentary. Abstract containing table of contents, preface, and selected excerpts can be downloaded and viewed free online.