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GAO-09-864R: 

United States Government Accountability Office: 
Washington, DC 20548: 

July 31, 2009: 

The Honorable Herb Kohl: 
Chairman: 
Subcommittee on Antitrust, Competition Policy and Consumer Rights: 
Committee on the Judiciary: 
United States Senate: 

Subject: Private Health Insurance: Research on Competition in the 
Insurance Industry: 

Dear Mr. Chairman: 

Health care providers and members of Congress have raised concerns that 
consolidation in the private health insurance industry may be resulting 
in less competitive markets and contributing to rising health insurance 
rates paid by consumers and employers. However, measuring the extent of 
changes in market competition over time or the effects of changes is 
challenging. In particular, reliable, longitudinal data to measure 
concentration, that is, the number of competitors and their relative 
market share, are only available on health maintenance organizations 
(HMO) but not on preferred provider organizations (PPO) or other 
insurance products that may comprise the market.[Footnote 1] Further, 
data on health insurers are not available at all geographic levels. 
Despite these challenges, researchers have used the data available to 
study competition in health insurance markets, typically using one of 
two measures of competition: (1) HMO market concentration or (2) the 
number of HMOs in a market.[Footnote 2] Researchers acknowledge that 
market concentration and the number of competitors are not perfect 
measures of competition in private health insurance markets and that 
there are limits to the conclusions to be drawn from studies that rely 
on the available data.[Footnote 3] You asked us to review research 
completed on competition in the private health insurance industry. This 
report summarizes the findings of peer-reviewed research on 
concentration in private health insurance markets and the relationship 
between the level of competition and other variables, such as premium 
prices and provider reimbursement rates. 

To identify research that examined the concentration of private health 
insurance markets and the relationship between the level of competition 
and other variables, we conducted a structured literature review, which 
resulted in 41 peer-reviewed articles we determined to be relevant to 
our objective. To conduct this review, we searched 17 reference 
databases, such as EconLit and Social SciSearch,[Footnote 4] for 
scholarly articles published between January 1990 and March 2009 using 
a combination of search terms, such as "health insurance" and 
"competition."[Footnote 5] We made a judgment as to whether the article 
was directly relevant if it included empirical analyses examining 
either of the following: (1) the extent of market concentration or 
consolidation in the private health insurance industry or (2) the 
relationship between the level of competition and other variables. We 
excluded articles published prior to 1999 that relied solely on pre- 
1990 data. We included articles with varying scopes. For example, one 
article focused on a sample of HMOs in a limited geographic area while 
others considered data on HMOs and PPOs nationwide. Of the 41 articles, 
35 relied solely on HMO data while the remaining 6 also examined data 
on other health insurance products. Our review focused on studies 
meeting our specific criteria, though there has been other research 
completed that relates to competition in health insurance markets. 
[Footnote 6] To confirm that our search captured all of the relevant 
peer-reviewed literature that met our criteria, we checked the 
bibliographies of the relevant articles to identify other potentially 
relevant studies. See the enclosure for a list of the 41 articles we 
identified through our literature review. We did not assess the 
methodologies of the studies identified in our review. Further, in 
summarizing the findings of the literature, we grouped the studies 
according to the topics covered and did not make judgments as to why 
studies may have reached different conclusions. We conducted our work 
from May 2009 through July 2009 in accordance with all sections of 
GAO's Quality Assurance Framework that are relevant to our objectives. 
The framework requires that we plan and perform the engagement to 
obtain sufficient and appropriate evidence to meet our stated 
objectives and to discuss any limitations in our work. We believe that 
the information and data obtained, and the analysis conducted, provide 
a reasonable basis for any findings and conclusions in this product. 
Because we did not evaluate the policies or operations of any federal 
agency to develop the information presented in this report, we did not 
seek comments from any agency. 

In summary, our review found articles that measured the extent of 
concentration in private health insurance markets or focused on the 
relationship between competition in these markets and other variables, 
though the findings of these studies should be interpreted with 
caution. Several articles identified through our review examined the 
extent of concentration in private health insurance markets, though 
this research had limitations including, for example, relying on state- 
level data when the more appropriate geographic focus may be at a more 
local level. One study found that the HMO industry became more 
consolidated nationally from 1994 to 1997. According to the study, 
several national consolidations occurred during this period and 
contributed to the market share of the top five national firms growing 
from 43.2 percent in 1994 to 49.9 percent in 1997.[Footnote 7], 
[Footnote 8] The study found that the effects of these national 
consolidations on concentration varied significantly, with some local 
markets experiencing no change and others facing increases significant 
enough to raise antitrust concerns.[Footnote 9] While no other studies 
measured the extent of changes in the concentration of markets over 
time, several studies measured the concentration of local health 
insurance markets (defined as a state, metropolitan statistical area 
(MSA), or county depending on the study) at a point in time. For 
example, one study measured commercial health insurance concentration 
at the state level. The study reviewed data on HMO and PPO products for 
insured and self-insured employer funding arrangements across 48 states 
and the District of Columbia.[Footnote 10] The study found that market 
concentration at the state level in 2003 was relatively high by federal 
standards[Footnote 11] and that the top three firms typically dominated 
each market. The study noted that data were available at the state 
level only, even though some states include multiple geographic markets 
and some geographic markets cross state lines, and that the study 
results should be interpreted with caution. 

In addition to measuring concentration, research we reviewed generally 
focused on examining the relationship between the level of competition 
in private health insurance markets (or "competition") and several 
variables--premium rates, rates paid to health care providers, 
utilization of medical services, quality of care, efficiency, and 
insurer profits. The results of this research should also be 
interpreted with caution because of data limitations and varying 
methodologies. For example, this research focused predominately on 
HMOs--and often did not include data on PPOs or other insurance 
products. Further, the research studies we reviewed defined geographic 
markets differently and controlled for different market 
characteristics. 

Competition and premium rates: 

Research on the relationship between competition and premium rates 
generally focused on the association between the level of HMO 
competition and premium rates or on the effects of HMO mergers on 
premium rates. The studies generally found that more competitive 
markets were associated with lower premium rates, but that mergers have 
not led to sustained premium increases, though they may if the merger 
does not result in efficiencies. For example: 

* One study that reviewed data on all HMOs operating from 1988 to 2001 
found that an increase in the number of competing HMOs increased the 
bargaining power of employers looking to contract with HMOs and led to 
lower premiums, especially for for-profit HMOs.[Footnote 12] 

* Another study examined a sample of 40 HMO mergers that occurred 
between 1988 and 1994 and found that the mergers did not result in 
increased pricing.[Footnote 13] 

Competition and reimbursement rates: 

Studies that examined how competition in private health insurance 
markets was associated with provider payments focused on reimbursement 
rates to physicians and hospitals. The findings from these studies 
varied. For example: 

* One study, which focused on markets in California, found that market 
concentration did not appear to be associated with physician rates 
including, for example, rates for evaluation and management, radiology, 
and pathology services.[Footnote 14] 

* Another study that examined data on all HMOs operating in the United 
States from 1985 through 1997 found that greater HMO market 
concentration was associated with a reduction in hospital rates. 
[Footnote 15] 

Competition and utilization of medical services: 

Research examining the relationship between competition in private 
health insurance markets and utilization of medical services focused on 
inpatient hospital services and outpatient care. Together, the findings 
of these studies generally suggested that greater competition may be 
associated with decreased utilization of inpatient services, but the 
association with outpatient utilization was unclear. For example: 

* One study that examined HMO and PPO data from selected metropolitan 
statistical areas from 2001 to 2004 found that greater HMO 
concentration was associated with an increased use of inpatient 
services.[Footnote 16] The study also found that higher PPO 
concentration was associated with more outpatient visits. 

* Another study found that increasing the number of HMOs was associated 
with an increase in the use of both primary and specialty care 
physicians in highly competitive markets.[Footnote 17] 

Competition and quality of care: 

There was little consensus among the studies that examined the 
relationship between competition in private health insurance markets, 
predominately HMO competition, and quality of care. Some found that 
greater competition was associated with lower quality of care, others 
found an association with higher quality of care, and others found no 
relationship. For example: 

* One study that examined HMO performance on certain quality measures 
in 1999 found that greater market competition was associated with 
inferior health plan performance on measures of quality related to 
women's care, health plan service, and customer satisfaction.[Footnote 
18] 

* Using 1997 data, another study found that HMO competition increased 
the likelihood of gatekeeping--an arrangement in which consumers select 
a primary care physician who authorizes referrals for other care. The 
study also found that gatekeeping increased the probability of 
consumers having a usual source of care, which may improve the quality 
of care.[Footnote 19] 

Competition and efficiency: 

Studies that examined the relationship between competition in private 
health insurance markets and efficiency focused on the effect that 
different levels of competition or mergers had on costs for health 
insurers or hospitals. Several studies found that less competition was 
associated with greater cost savings for insurers or hospitals-- 
although another study we reviewed found the opposite relationship. 
Other studies examining the effects of mergers found no evidence of 
decreasing costs as a result of consolidation. For example: 

* The results from one study showed that greater HMO market 
concentration at the state level was positively associated with greater 
efficiency for hospitals, with the authors concluding that dominant 
insurers have the ability to promote hospital cost savings by exerting 
their market power to pressure hospitals to become more cost- 
efficient.[Footnote 20] 

* Another study that looked at HMO mergers between 1985 and 1997 
concluded that, on average, HMO mergers did not provide economies of 
scale and did not result in either short-or long-term cost savings. 
However, the authors allowed that certain types of mergers, for example 
between very small and large HMOs, may result in efficiencies.[Footnote 
21] 

Competition and insurer profits: 

Finally, several studies we reviewed analyzed the relationship between 
HMO competition and insurer profits or the effect of HMO mergers on 
profits. Together, these studies suggested that greater competition was 
associated with lower profits but that mergers do not always result in 
increased profits. For example: 

* One study that examined profit rates in 1994 and 1997 for all HMOs in 
259 metropolitan areas found that profits were significantly lower in 
areas with more competition, as measured by the number of HMOs and 
their market concentration.[Footnote 22] 

* Another study using 1997 data at the MSA level found that for both 
local and national HMOs the presence of another HMO with a comparable 
geographic scope was associated with lower profits while the presence 
of an HMO with a different scope had no effect on profits.[Footnote 23] 

* A third study that looked at the effects of a sample of 40 mergers 
that occurred from 1988 to 1994 on an HMO's profitability found that 
mergers did not improve financial performance, with no significant 
difference in performance between the pre-and post-merger period. 
[Footnote 24] 

As arranged with your offices, unless you publicly announce the 
contents of this report earlier, we plan no further distribution of it 
until 30 days after its issue date. At that time, we will send copies 
to other interested parties. In addition, the report will be available 
at no charge on the GAO Web site at [hyperlink, http://www.gao.gov]. 
Contact points for our Offices of Congressional Relations and Public 
Affairs may be found on the last page of this report. Please contact me 
at (202) 512-7114 if you have any questions. Major contributors to this 
report were Kristi Peterson, Assistant Director; Susan Barnidge; 
Krister Friday; and Nelson Olhero. 

Sincerely yours, 

Signed by: 

John E. Dicken: 
Director, Health Care: 

Enclosure: 

[End of section] 

Enclosure: Articles Identified through Literature Review: 

GAO identified 41 articles that included empirical analyses examining 
concentration of health insurance markets or the relationship between 
the level of competition in private health insurance markets and other 
variables, or both. Table 1 identifies articles that address these 
topics, with the numbers corresponding to the list of articles that 
follows. 

Table 1: Index of Articles by Topic: 

Topic: Market concentration; 
Article numbers: 2, 10, 27, 31. 

Topic: Relationship between competition and Premium rates; 
Article numbers: 11, 20, 33, 35, 36, 37, 39. 

Topic: Relationship between competition and Provider reimbursement; 
Article numbers: 9, 31, 40, 41. 

Topic: Relationship between competition and Utilization of medical 
services; 
Article numbers: 2, 9, 14, 38, 39. 

Topic: Relationship between competition and Quality of care; 
Article numbers: 1, 4, 5, 13, 18, 19, 21, 22, 25, 26, 28, 29, 30, 32, 
34. 

Topic: Relationship between competition and Efficiency; 
Article numbers: 2, 3, 8, 11, 16, 33, 35, 37. 

Topic: Relationship between competition and Insurer profit; 
Article numbers: 7, 20, 23, 24, 33, 35. 

Topic: Relationship between competition and Other; 
Article numbers: 6, 12, 15, 17, 32. 

[End of table] 

Source: GAO. 

The 41 articles that GAO identified in the literature are as follows: 

1. Baker, L. C., K. A. Phillips, J. S. Haas, S.-Y. Liang, and D. 
Sonneborn, "The Effect of Area HMO Market Share on Cancer Screening," 
Health Services Research, vol. 39, no. 6 (December 2004), pt. I, 1751- 
1772. 

2. Bates, L. J., and R. E. Santerre, "Do Health Insurers Possess 
Monopsony Power in the Hospital Services Industry?" International 
Journal of Health Care Finance and Economics, vol. 8, iss. 1 (March 
2008), 1-11. 

3. Bates, L. J., K. Mukherjee, and R. E. Santerre, "Market Structure 
and Technical Efficiency in the Hospital Services Industry: A DEA 
Approach," Medical Care Research and Review, vol. 63, no. 4 (August 
2006), 499-524. 

4. Bokhari, F. A. S., "Managed Care Competition and the Adoption of 
Hospital Technology: The Case of Cardiac Catheterization," 
International Journal of Industrial Organization, vol. 27, iss. 2 
(March 2009), 223-237. 

5. Bundorf, M. K., K. A. Schulman, J. A. Stafford, D. Gaskin, J. G. 
Jollis, and J. J. Escarce, "Impact of Managed Care on the Treatment, 
Costs, and Outcomes of Fee-for-Service Medicare Patients with Acute 
Myocardial Infarction," Health Services Research, vol. 39, no. 1 
(February 2004), 131-152. 

6. Burns, L. R., G. J. Bazzoli, L. Dynan, and D. R. Wholey, "Impact of 
HMO Market Structure on Physician-Hospital Strategic Alliances," Health 
Services Research, vol. 35, no. 1, pt. 1 (April 2000), 101-132. 

7. Dranove, D., A. Gron, and M. J. Mazzeo, "Differentiation and 
Competition in HMO Markets," The Journal of Industrial Economics, vol. 
51, no. 4 (December 2003), 433-454. 

8. Engberg, J., D. Wholey, R. Feldman, and J. B. Christianson, "The 
Effect of Mergers on Firms' Costs: Evidence from the HMO Industry," The 
Quarterly Review of Economics and Finance, vol. 44, iss. 4 (September 
2004), 574-600. 

9. Feldman, R., and D. Wholey, "Do HMOs Have Monopsony Power?" 
International Journal of Health Care Finance and Economics, vol. 1, no. 
1 (March 2001), 7-22. 

10. Feldman, R. D., D. R. Wholey, and J. B. Christianson, "HMO 
Consolidations: How National Mergers Affect Local Markets," Health 
Affairs, vol. 18, no. 4 (July/August 1999), 96-104. 

11. Feldman, R., D. Wholey, and J. Christianson, "Effect of Mergers on 
Health Maintenance Organization Premiums," Health Care Financing 
Review, vol. 17, no. 3 (Spring 1996), 171-189. 

12. Frick, K. D., and N. R. Powe, "HMO Coverage of Cosmetic Procedures: 
A Response to Market Competition," International Advances in Economic 
Research, vol. 4, no. 4 (November 1998), 398-410. 

13. Frick, K. D., and N. R. Powe, "Nonprice Rivalry among Health 
Insurers and Coverage of New Technologies," Atlantic Economic Journal, 
vol. 28, no. 4 (December 2000), 450-462. 

14. Gaskin, D. J., "The Impact of Health Maintenance Organization 
Penetration on the Use of Hospitals that Serve Minority Communities," 
Medical Care, vol. 35, no. 12 (December 1997), 1190-1203. 

15. Gaskin, D. J., J. J. Escarce, K. Schulman, and J. Hadley, "The 
Determinants of HMOs Contracting with Hospitals for Bypass Surgery," 
Health Services Research, vol. 37, no.4 (August 2002), 963-984. 

16. Given, R. S., "Economies of Scale and Scope as an Explanation of 
Merger and Output Diversification Activities in the Health Maintenance 
Organization Industry," Journal of Health Economics, vol. 15, iss. 6 
(December 1996), 685-713. 

17. Jin, G. Z., "Competition and Disclosure Incentives: An Empirical 
Study of HMOs," Rand Journal of Economics, vol. 36, no. 1 (Spring 
2005), 93-112. 

18. Kirby, E. G., "The Impact of Competition on the Importance of 
Conforming to Social Norms: Strategies for Managed Care Organizations," 
Journal of Health Organization and Management, vol. 20, no. 2 (2006), 
115-129. 

19. Liu, H., and C. E. Phelps, "Nonprice Competition and Quality of 
Care in Managed Care: The New York SCHIP Market," Health Services 
Research, vol. 43, no. 3 (June 2008), 971-987. 

20. Maude-Griffin, R., R. Feldman, and D. Wholey, "Nash Bargaining 
Model of HMO Premiums," Applied Economics, vol. 36, no. 12 (July 2004), 
1329-1336. 

21. Mitchell, S., and M. Schlesinger, "Managed Care and Gender 
Disparities in Problematic Health Care Experiences," Health Services 
Research, vol. 40, no. 5, pt. I (October 2005), 1489-1513. 

22. Mukamel, D. B., J. Zwanziger, and K. J., Tomaszewski, "HMO 
Penetration, Competition, and Risk-Adjusted Hospital Mortality," Health 
Services Research, vol. 36, no. 6 (December 2001), pt. 1, 1019-1035. 

23. Pauly, M. V., A. L. Hillman, M. S. Kim, and D. R. Brown, 
"Competitive Behavior in the HMO Market Place," Health Affairs, vol. 
21, no. 1 (January/February 2002), 194-202. 

24. Pauly, M. V., A. L. Hillman, M. F. Furukawa, and J. S. McCullough, 
"HMO Behavior and Stock Market Valuation: What Does Wall Street Reward 
and Punish?" Journal of Health Care Finance, vol. 28, no. 1 (Fall 
2001), 7-15. 

25. Ponce, N. A., S. Huh, and R. Bastani, "Do HMO Market Level Factors 
Lead to Racial/Ethnic Disparities in Colorectal Cancer Screening," 
Medical Care, vol. 43, no. 11 (November 2005), 1101-1108. 

26. Rivers, P. A., and M. D. Fottler, "Do HMO Penetration and Hospital 
Competition Impact Quality of Hospital Care," Health Services 
Management Research, vol. 17, no. 4 (November 2004), 237-248. 

27. Robinson, J. C., "Consolidation and the Transformation of 
Competition in Health Insurance," Health Affairs, vol. 23, no. 6 
(November/December 2004), 11-24. 

28. Scanlon, D. P., S. Swaminathan, M. Chernew, J. E. Bost, and J. 
Shevock, "Competition and Health Plan Performance: Evidence from Health 
Maintenance Organization Insurance Markets," Medical Care, vol. 43, no. 
4 (April 2005), 338-346. 

29. Scanlon, D. P., S. Swaminathan, W. Lee, and M. Chernew, "Does 
Competition Improve Health Care Quality?" Health Services Research, 
vol. 43, no.6 (December 2008), 1931-1951. 

30. Scanlon, D. P., S. Swaminathan, M. Chernew, and W. Lee, "Market and 
Plan Characteristics Related to HMO Quality and Improvement," Medical 
Care Research and Review, vol. 63, no. 6 supplement (December 2006), 
56S-89S. 

31. Schneider, J. E., P. Li, D. G. Klesper, N. A. Peterson, T. T. 
Brown, and R. M. Scheffler, "The Effect of Physician and Health Plan 
Market Concentration on Prices in Commercial Health Insurance Markets," 
International Journal of Health Care Finance and Economics, vol. 8, no. 
1 (March 2008), 13-26. 

32. Sommers, A. R., and D. R. Wholey, "The Effect of HMO Competition on 
Gatekeeping, Usual Source of Care, and Evaluations of Physician 
Thoroughness," The American Journal of Managed Care, vol. 9, no. 9 
(September 2003), 618-627. 

33. Town, R., "The Welfare Impact of HMO Mergers," Journal of Health 
Economics, vol. 20, iss. 6 (November 2001), 967-990. 

34. Volpp, K. G. M., and E. Buckley, "The Effect of Increases in HMO 
Penetration and Changes in Payer Mix on In-Hospital Mortality and 
Treatment Patterns for Patients with Acute Myocardial Infarction," The 
American Journal of Managed Care, vol. 10, no. 7 (July 2004), 505-512. 

35. Weech-Maldonado, R. "The Impact of HMO Mergers and Acquisitions on 
Financial Performance," Journal of Health Care Finance, vol. 29, no. 2 
(Winter 2002), 64-77. 

36. Wholey, D., R. Feldman, and J. B. Christianson, "The Effect of 
Market Structure on HMO Premiums," Journal of Health Economics, vol. 
14, iss. 1 (May 1995), 81-105. 

37. Wholey, D., R. Feldman, J. B. Christianson, and J. Engberg, "Scale 
and Scope Economies among Health Maintenance Organizations," Journal of 
Health Economics, vol. 15, iss. 6 (December 1996), 657-684. 

38. Wholey, D. R., L. R. Burns, and R. Lavizzo-Mourey, "Managed Care 
and the Delivery of Primary Care to the Elderly and the Chronically 
Ill," Health Services Research, vol. 33, no. 2 (June 1998), pt. II, 322-
353. 

39. Wholey, D. R., J. B. Christianson, J. Engberg, and C. Bryce, "HMO 
Market Structure and Performance: 1985-1995," Health Affairs, vol. 16, 
no. 6 (November/December 1997), 75-84. 

40. Younis, M. Z., P. A. Rivers, and M. D. Fottler, "The Impact of HMO 
and Hospital Competition on Hospital Costs," Journal of Health Care 
Finance, vol. 31, no. 4 (Summer 2005), 60-74. 

41. Zwanzinger, J., "Physician Fees and Managed Care Plans," Inquiry- 
Excellus Health Plan, vol. 39, no. 2 (Summer 2002), 184-193. 

[End of section] 

Footnotes: 

[1] Health maintenance organizations (HMO) and preferred provider 
organizations (PPO) are insurance products that generally rely on 
providers to control service utilization and they provide financial 
incentives to encourage patients to use network providers who have 
agreed to accept fee discounts. Under an HMO, patients may be 
restricted to using only network providers, and they typically require 
that all specialty care be coordinated through a primary care 
physician. PPO enrollees face lower cost-sharing requirements when they 
receive care from network providers, but may choose non-network 
providers at a higher cost and do not typically need referrals to see a 
specialist. Other insurance products include, for example, point of 
service plans, which allow members to decide at the time medical 
services are needed whether they will seek care from a provider within 
the plan's network or seek care outside of the network. 

[2] Greater concentration rates or fewer insurers may indicate a less 
competitive market, and lower concentration rates or a greater number 
of insurers may indicate a more competitive market. 

[3] For example, one researcher noted that measuring market 
concentration generally does not account for the threat of entry of new 
competitors, which also affects the degree of competition in a market. 
Other researchers raised concerns that studies on HMO competition 
assume that HMOs constitute a separate product market though the 
researchers note that the market for HMO services may not be distinct 
from other types of non-HMO insurance products. See L. C. Baker, 
"Measuring Competition in Health Care Markets," Health Services 
Research, vol. 36, no. 1 (April 2001), Part II, 223-251; T. L. Mark and 
R. M. Coffey, "Studying the Effects of Health Plan Competition: Are 
Available Data Resources Up to the Task?" Health Services Research, 
vol. 36, no. 1 (April 2001), Part II, 253-275; and D. P. Scanlon, M. 
Chernew, S. Swaminathan, and W. Lee, "Competition in Health Insurance 
Markets: Limitations of Current Measures for Policy Analysis," Medical 
Care Research and Review, vol. 63, no. 6 (Supplement to December 2006), 
37S-55S. 

[4] The 15 other databases included: MEDLINE, SciSearch: A Cited 
Reference Science Database, EMCare, Elsevier Biobase, EMBASE, NTIS, 
Dissertation Abstracts, Periodicals Abstracts, Wilson Business 
Abstracts, Gale Group Business A.R.T.S., ABI/INFORM, Gale Group Legal 
Resources Index, Wilson Social Sciences Abstracts, Employee Benefits 
InfoSource, and Insurance Periodicals Index. 

[5] We searched the reference databases for all of the following 
combinations: "health insurance," "managed care," "health maintenance 
organization," "HMO," "preferred provider organization," or "PPO;" and 
"competition," "concentration," "consolidation," "merger," "monopoly," 
"monopsony," or "antitrust." 

[6] For example, some studies examined the relationship between managed-
care or HMO penetration rates, which capture the degree to which 
individuals are enrolled in managed care (often HMOs) relative to other 
types of plans, and other variables. Though these studies may provide 
insight on how market structure might affect, for example, premium 
rates, we determined that they did not meet our criteria unless the 
study also examined the effects of market concentration or the number 
of competitors. 

[7] R. D. Feldman, D. R. Wholey, and J. B. Christianson, "HMO 
Consolidations: How National Mergers Affect Local Markets," Health 
Affairs, vol. 18, no. 4 (July/August 1999), 96-104. 

[8] GAO work on competition in the small group health insurance market 
also suggests that the top carriers have increased their market share 
at the state level in recent years. Specifically, in surveying state 
insurance regulators, we found that between 2002 and 2008 the median 
market share of the largest small group carrier has increased to about 
47 percent in 2008 from the 33 percent reported by states in 2002. 
Further, the number of states with a combined market share of the five 
largest carriers of 75 percent or more also increased during that 
period, from 19 of 34 states in 2002 to 34 of 39 states in 2008. See 
GAO, Private Health Insurance: 2008 Survey Results on Number and Market 
Share of Carriers in the Small Group Health Insurance Market, 
[hyperlink, http://www.gao.gov/products/GAO-09-363R] (Washington, D.C.: 
Feb. 27, 2009). 

[9] For example, one merger would have increased the Herfindahl/ 
Hirschman Index (HHI), an index of market concentration that accounts 
for the number of firms in a market and their market share, in the St. 
Louis metropolitan statistical area from 2,859 to 3,330. According to 
the study, increases of this magnitude may raise antitrust concerns. 

[10] J. C. Robinson, "Consolidation and the Transformation of 
Competition in Health Insurance," Health Affairs, vol. 23, no. 6 
(November/December 2004), 11-24. 

[11] The study used standards generally applied in the federal review 
of merger notifications. The Federal Trade Commission and the 
Department of Justice review notifications pertaining to proposed 
mergers exceeding a certain size and either agency can take action 
under the antitrust laws to stop such mergers. See 15 U.S.C. § 18a. As 
part of such a review, these agencies calculate pre-and post-merger 
market concentration using the HHI. Depending on the HHI score, the 
market is categorized as unconcentrated, moderately concentrated, or 
highly concentrated. 

[12] R. Maude-Griffin, R. Feldman, and D. Wholey, "Nash Bargaining 
Model of HMO Premiums," Applied Economics, vol. 36, no. 12 (July 2004), 
1329-1336. 

[13] R. Weech-Maldonado, "Impact of HMO Mergers and Acquisitions on 
Financial Performance," Journal of Health Care Finance, vol. 29, no. 2 
(Winter 2002), 64-77. 

[14] J. E. Schneider, P. Li, D. G. Klesper, N. A. Peterson, T. T. 
Brown, and R. M. Scheffler, "The Effect of Physician and Health Plan 
Market Concentration on Prices in Commercial Health Insurance Markets," 
International Journal of Health Care Finance and Economics, vol. 8, no. 
1 (March 2008), 13-26. 

[15] R. Feldman, and D. Wholey, "Do HMOs Have Monopsony Power?" 
International Journal of Health Care Finance and Economics, vol. 1, no. 
1 (March 2001), 7-22. 

[16] This study found that a 10 percent increase in HMO concentration 
was associated with about 1.5 to 1.9 percent more inpatient days. See 
L. J. Bates and R. E. Santerre, "Do Health Insurers Possess Monopsony 
Power in the Hospital Services Industry?" International Journal of 
Health Care Finance and Economics, vol. 8, no. 1 (March 2008), 1-11. 

[17] D. R. Wholey, L. R. Burns, and R. Lavizzo-Mourey, "Managed Care 
and the Delivery of Primary Care to the Elderly and the Chronically 
Ill," Health Services Research, vol. 33, no. 2 (June 1998), pt. II, 322-
353. 

[18] D. P. Scanlon, S. Swaminathan, M. Chernew, J.E. Bost, and J. 
Shevock, "Competition and Health Plan Performance: Evidence from Health 
Maintenance Organization Insurance Markets," Medical Care, vol. 43, no. 
4 (April 2005), 338-346. 

[19] A. R. Sommers, and D. R. Wholey, "The Effect of HMO Competition on 
Gatekeeping, Usual Source of Care, and Evaluations of Physician 
Thoroughness," The American Journal of Managed Care, vol. 9, no. 9 
(September 2003), 618-627. 

[20] L. J. Bates, K. Mukherjee, and R. E. Santerre, "Market Structure 
and Technical Efficiency in the Hospital Services Industry: A DEA 
Approach," Medical Care Research and Review, vol. 63, no. 4 (August 
2004), 499-524. 

[21] J. Engberg, D. Wholey, R. Feldman, and J. B. Christianson, "The 
Effect of Mergers on Firms' Costs: Evidence from the HMO Industry," The 
Quarterly Review of Economics and Finance, vol. 44, iss. 4 (September 
2004), 574-600. 

[22] M. V. Pauly, A. L. Hillman, M. S. Kim, and D. R. Brown, 
"Competitive Behavior in the HMO Market Place," Health Affairs, vol. 
21, no. 1 (January/February 2002), 194-202. 

[23] D. Dranove, A. Gron, and M. J. Mazzeo, "Differentiation and 
Competition in HMO Markets," The Journal of Industrial Economics, vol. 
51, no. 4 (December 2003), 433-454. 

[24] R. Weech-Maldonado, "The Impact of HMO Mergers and Acquisitions on 
Financial Performance," Journal of Health Care Finance, vol. 29, no. 2 
(Winter 2002), 64-77. 

[End of section] 

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