Proposed Acquisition of Control of Trilogy Health Insurance, Inc., by Scas and Independent Physicians Network

​​Last Updated: January 17, 2014​

Information on the Proposed Acquisition of Control of Trilogy Health Insurance, Inc. (THI) by Independent Physicians Network, Inc. (IPN), Scas Management Group, LLC (SMG), and Bonita Louise Warner (collectively, the Applicants)

On October 22, 2013, the Applicants filed a plan to acquire control of Trilogy Health Insurance, Inc. (THI), pursuant to the terms of an Investment Agreement executed between Trilogy Health Holdings LLC (THH) (THI's parent company) and the Applicants on October 22, 2013. If the transaction is consummated, control will be acquired by the Applicants through the acquisition of membership interests in THH, in accordance with the terms and conditions set forth in the Investment Agreement.

The transaction is subject to all required regulatory approvals, including the approval of this Form A by the Commissioner of Insurance for the State of Wisconsin (the Commissioner).

As required by law, the Office of the Commissioner of Insurance (OCI) will hold a public hearing concerning this application for acquisition of control.

Notations on Accessing Information

Financial information concerning individual insurance companies, including key annual statement pages, may be accessed on the Consumers Information Source section of the National Association of Insurance Commissioners Web site at

Application Material Filed on October 22, 2013

Applicant Response Letters

Surplus Note Consent to Release Letters

Wisconsin Dept. of Health Services Letter

OCI Form D Filing Letter

Hearing Scheduled for January 16, 2014

OCI Recommendation Memorandum

List of Exhibits

Final Decision