Authorized access only. Contact your Rex Wallace Consulting advisor to request access.
Confidential and Proprietary, Rex Wallace Consulting, LLC. Unauthorized access or distribution is prohibited.
Getting Started
Performance Profile
Parent Org
Contract
Competitor Analysis
Market Trends
Summary Stars
Measure Stars
State Trends
Market Benchmarks
Cut Point Trends
Biz Dev
Prospecting Analysis
Benefits Explorer
Data
Update Data
HPA 2026 Medicare Summit
2029 Rule Impact
Clover Impact Analysis
CMS Recalc Impact
Math Path Builder
CMS Stars Research Dashboard
Data As Of
Star Ratings2023 – 2026
EnrollmentMarch 2026
Service AreaMarch 2026
D-SNP StatusFebruary 2026
Stars Research Dashboard
A research and strategy tool for understanding MA star performance — across contracts, parent orgs, markets, and time. Use it to prep for client conversations, identify prospects, or dig into what's driving ratings changes.
Navigate between views using the menu in the top-left corner.
Sections in this dashboard
Performance Profile
Deep-dive views for a single plan or parent org — star history, measure detail, and competitor positioning.
Prep for a specific contract or client conversation
Contract →
Size up the market around a plan — who's competing, who leads, where the gaps are
Competitor Analysis →
Compare every contract under a parent org and see the weighted picture
Parent Org →
Track how a specific measure has moved year-over-year nationally or by state
Measure Stars →
Understand what the 2029 rule changes do to ratings
2029 Rule Impact →
Find new pitch targets based on declining stars, gaps, or other risk signals
Prospect Finder →
Compare a plan's supplemental benefits against real service-area competitors
Benefits Explorer →
Update Data
Refresh the dashboard with the latest monthly CMS files — enrollment, service area, and SNP. Star ratings are annual and update separately, not from this tab.
Upload Files
Months are read from each filename
Each file is dated independently from the YYYY_MM in its name — so the SNP "Data As Of" stamp follows the SNP file's month even when it lags enrollment. The Fallback Month field is only used if a filename is missing the date pattern.
What this updates
Enrollment counts, service-area county lists, and SNP designations — the inputs to competitor pools and SA-scoped metrics. Star ratings come from a separate annual file. After upload, the status line and the header "Data As Of" stamps will reflect exactly what landed.
Parent Org Profile
What it does: Provides a consolidated view of a parent organization — enrollment-weighted star trends across all its contracts, plus measure-level performance trends filterable by CMS domain. Get started: Type a parent org name in the search box or click to browse. Results appear as soon as you select an org. Key features: Enrollment-weighted star trend chart across all contracts in the org; measure performance trend table with HD1–HD5 / DD1–DD4 domain filters; measure search to quickly find a specific metric. Tip: This is the best starting point for account research before a client meeting — it shows the org's full portfolio trajectory in one view.
None selected
→
AllNone
Enrollment-Weighted Summary Star Trending
Measure Performance Trends
Contract Portfolio
Measure Analysis by Contract
Enrollment by State
Select a Parent Organization
Search above to explore star performance, contract portfolio, measure analysis, and enrollment by state.
Scenario Modeler — Select a contract, then adjust any measure's star rating to model the impact on Part C, Part D, Overall star, and the Reward Factor bonus.
Quality Improvement measures (QI) carry 5× weight in the Reward Factor calculation. Green = baseline earning; amber = scenario improvement.
Select a Contract to Model
Search or browse for a contract above to load its measure data and run what-if scenarios.
Adjust sliders or type a rate to model scenarios.
Part:Status:
Summary Star Trending
What it does: Track how Overall, Part C, and Part D star ratings — or CMS sub-domain scores — have moved over time across all plans in the dataset. Get started: Select a metric from the pill buttons at the top (Overall ★, Part C ★, Part D ★, or a sub-domain HD1–HD5 / DD1–DD4). Then filter by state, org type, or SNP type. Key features: Multi-year trend lines per contract with stoplight color coding; enrollment-weighted market average overlay; hover any data point for contract details. Tip: Sub-domain metrics (HD1–HD5, DD1–DD4) are especially useful for diagnosing where a rating change is coming from — a drop in HD2 points to CAHPS/member experience issues.
Metric:││
State:│Plan Type:│SNP:
Map Rows:│││Color by:
Loading county maps…
Measure Trending
What it does: Zoom in on a single measure to see how rates and star scores have trended year over year across all contracts in the dataset. Get started: Pick a measure from the dropdown. Optionally filter by state or org type to narrow the field. Key features: Per-contract trend lines for both rate (%) and star score; national average benchmark line; fast-mover identification. Tip: Pair with Competitor Comparison to understand whether a specific competitor is gaining or losing ground on a measure your client is targeting.
Plan Type:
SNP:
Cut Point History & Projections
Projected = RWC estimates (LateJun 2026 rev)
Star Level
2023
2024
2025
2026
2027 (Proj)
2028 (Proj)
Avg Δ / yr (2023→2026)
Δ 2025→2026
State Profile
What it does: See a broad market snapshot — all MA plans in a geography with their enrollment, star ratings, and measure performance ranked side by side. Get started: Select a state (and optionally a county) to define the market, then choose a year. The table populates automatically. Key features: Enrollment-ranked plan table; per-measure performance heatmap; market-level summary stats including top-3 enrollment concentration. Tip: County filtering gives a hyper-local view useful for clients competing in specific metropolitan or rural markets.
Plan Type:
Contract
Parent Org
Plan Type
MOOP Med
D-SNP
Overall ★
Part C ★
Part D ★
Enrollment
Mkt Share %
QBP
Market Benchmarks
What it does: Select one or more states to see the full distribution of Star Ratings for all contracts serving those markets — counts, enrollment weight, and a sortable contract table. Use case: Set realistic performance expectations for a client operating in specific geographies. Answers "what does a typical plan in this market score?" Key metrics: Enrollment-weighted average, median, percent at 4★+, distribution bar chart by rating level.
Select States
No states selected
Analyze by
Analyze a specific contract and its service-area peers.
CONTRACT
FILTERS
Select a contract to see competitor comparison
Search by contract ID (e.g. H1234) or marketing name above
Service Area Map
SA Competitors
Measure Comparison by Domain
Competitors as
Measure
Each bar shows where your SA peers fall on this measure. The colored pill is the selected plan's rate; tier ticks are the star cut-points (2★/3★/4★/5★). The dashed orange tick is the national enrollment-weighted average. Position to the right of the median = better than your SA peers; right of the orange tick = better than the nation.
What it does: Identify MA contracts and parent organizations that are strong candidates for consulting engagement based on star performance signals. Get started: Prospect Finder opens with Dropped 4★ pre-selected — contracts that recently lost the QBP bonus, your highest-urgency pitch. Toggle any signal chip to change the filter. Key features: Three signal groups — Star Risk (revenue urgency), Domain Gaps (expertise match), and Scale & Other (market fit) — can be combined for precision targeting. Results are grouped by parent org and show enrollment, star ratings, and a pitch rationale. Export to Excel or CSV for outreach planning. Tip: Combining signals produces higher-confidence prospects. For example, Dropped 4★ + HEDIS Gap flags contracts with both a revenue recovery story and a clear workstream your team can own.
State:|
Min Enroll:
Score = signals firing across all indicators:5+Hot3-4Strong1-2Watch
Contract Profile
What it does: Deep-dive profile for a single MA contract — star trend, measure performance, and strengths/weaknesses analysis at the contract level. Get started: Type a contract ID or name in the search box, or click Browse to pick from a list. Clear the selection at any time with the ✕ button. Key features: Enrollment-year star rating grid, per-measure rates with year-over-year delta, and Strengths/Weaknesses cards showing which measures are stable performers vs. declining. Filter measures by domain or search by name. Tip: Use Contract Profile alongside Parent Org Profile to compare an individual contract against the parent organization's enrollment-weighted averages.
Search for a contract to view its profile
Enter a contract ID (e.g. H1234) or plan name above
Star Rating History
Measure Performance
Benefits Explorer — Search for a contract to view its supplemental benefit profile across 2024–2026, plus how it benchmarks against county-level competitors. Data: CMS Plan Benefit Package (PBP). 2024 = Stars measurement year; 2025–2026 = current competitive landscape.
Key:$450 offered with amount✓ offered (no CMS amount)— not offeredn/d no PBP data for that yearIn competitor table: red = competitor offers more · green = competitor offers less
Supplemental Benefit Profile
Benefit
2024
2025
2026
Market Benchmark
Top County Competitors
Search for a Contract
Enter a contract ID above to explore its benefit profile and competitive positioning.
Try: H0028 · H5216 · H5619 · H1889
📄
Parent Brief
Select a parent organization from the Profile tab, then return here to view the performance brief.
Cut Point Trends
What it does: Shows how cut points have moved historically (2023–2026 actuals) and where RWC projects them for SY2027 and SY2028. Revision history: The 2027/2028 projections evolved across four RWC estimation rounds (Jan, Apr, Jun, LateJun 2026). The revision chart shows that drift for the selected star level. Source: Actuals from CMS published technical notes. Projections: RWC internal estimates, latest revision LateJun 2026 (SY2027) and Jun 2026 (SY2028).
Star level for revision chart:
Full Timeline: Actuals + Projected
Cut Point Summary
Projection Revision History
How the 4★ projected threshold shifted across RWC estimation rounds for the selected measure.
2029 Rule Impact · CMS-4212-P Simulation
What it does: Maps the projected impact of CMS-4212-P rule changes by state, showing 2026 actual vs. 2029 simulated enrollment-weighted average stars for Overall, Part C, and Part D. Data source: CMS simulation file (516 MA H-contracts). 2029 scores reflect updated measure weights, new measures, and revised cut points codified under CMS-4212-P. How to read it: The Δ column shows the state-level change — green tiles indicate projected improvement, red tiles indicate projected decline relative to 2026 actuals. Tile color in the 2026/2029 panels uses the standard stoplight scale.
Metric:│State:│SNP:│Contract:
│Parent Org:
│
County ENW · hover for details
Clover Health v. HHS · CMS's Implemented Recalculation
What CMS Actually Did
CMS voluntarily recalculated 2027 QBP ratings (the SY2026 Star Ratings) in its June 17, 2026 HPMS memo. This is the implemented result, reverse-engineered from CMS's QI and reward-factor worksheets. It is not identical to any single litigation scenario.
What the recalculation removed
The recalc drops two measure sets, then recomputes the weighted mean and variance, which moves the reward factor. CMS keeps the result only where it raises a contract's rating (held harmless).
1. Part C admin measures, pulled forward from the CY2027 Final Rule
Call Center – Foreign Language / TTY · removed SY2028
Plan Makes Timely Decisions about Appeals · SY2029
Reviewing Appeals Decisions · SY2029
Complaints about the Health Plan · SY2029
Members Choosing to Leave the Plan · SY2029
SNP Care Management · SY2029
Measures CMS had already finalized for removal. The two SY2029 CAHPS removals (Customer Service, Rating of Health Care Quality) were kept in, so this is the administrative subset only.
2. All Part D measures, per the court's authority ruling
Every Part D measure is removed: drug-plan CAHPS, complaints, MPF price accuracy, MTM completion, the three adherence measures, SUPD, and Drug Plan Quality Improvement.
Clover v. HHS held that CMS lacked statutory authority to use Part D performance in the Medicare Advantage (Part C) quality bonus determination.
Parent Org Report
Clover Health v. HHS
CMS Implemented Recalculation
The SY2026 rating recalculation CMS implemented after the June 17, 2026 HPMS memo. It removes all Part D measures and six Part C admin measures, recomputes the reward factor, and applies the result held harmless. Use the maps for geographic exposure and the search to build parent-org and contract reports.
Map metric:│Report:
│
Competitors in Service Area
Stars Math Path Builder
Adjust measure rates to model impact on Part C, Part D, Overall, and Reward Factor. SY2026 data pre-loaded for any contract.
STAR YEAR
SY2028 note: CMS cut points not yet available. Using Angelo's SY2027 projections as a proxy. Modeled changes: Call Center (C33/D01) excluded from scoring; Adherence (D08/D09/D10) reduced to 1x weight.
No contract selected
Search for any MA or PDP contract above. SY2026 measure rates will pre-load automatically so you can start adjusting right away.