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Medicaid Managed Care: The Big Five in Q2 2025
Q2 2025, which ended on June 30, is not just another quarter. That’s because on July 4 the Budget Reconciliation Law (P.L. 119-21) was signed into law. That law makes major cuts to Medicaid, reducing federal payments to states by $990 billion over the next ten years and leaving 7.5 million Americans uninsured in 2034.…
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Fraud and Abuse Against Medicaid: The Truth About the Budget Reconciliation Law
After the House passed its version of what was then known as the “One Big Beautiful Bill Act,” we examined Speaker Johnson’s assertion that the House had not cut Medicaid but had instead targeted waste, fraud, and abuse in the program. We reported that just seven of the 24 Medicaid provisions in the bill truly…
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Where Interests Conflict: Medicaid Managed Care Meets Work Reporting Requirements
Q2 ended on June 30, and the earnings calls have started. The first of the “Big Five” Medicaid managed care companies out of the gate was Elevance Health. The financial analysts on last week’s call had a number of questions relating to the Medicaid provisions of the Budget Reconciliation Law (BRL) P.L. 119-21, that create…
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Medicaid Managed Care: Headwinds for the Big Five in the Budget Reconciliation Law
Early this week FitchRatings posted its take on the implications of the Budget Reconciliation Law (P.L. 119-21) for the “Big Five” insurers— Centene, CVSHealth/Aetna, Elevance Health, Molina Healthcare, and UnitedHealth Group—that together account for half of the Medicaid managed care market: U.S. health insurers managing coverage for state Medicaid programs will face revenue headwinds due…
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Truth to Power: A Republican Senator Stands Up for Medicaid and His Constituents; Then Announces Retirement
With Vice President breaking the tie, the U.S. Senate just voted 50-50 “One Big Beautiful Bill Act”, the crown jewel of President Trump’s legislative agenda. With final text not even available to assess, and presumably not even read by the 50 Senators who voted for it, three Republican Senators voted no (Paul (KY), Collins (ME),…