Form 990 for tax year 2024
Filed by TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION INC.
Totals
- Total revenue
- $2,560,964,361
- Total expenses
- $2,756,754,110
- Contributions and grants received
- $0
- Grants paid
- $193,003
- Program service revenue
- $2,547,132,725
- Investment income
- $13,748,886
- Other revenue
- $82,750
- Total assets, end of year
- $945,362,421
- Total liabilities, end of year
- $562,061,393
- Net assets or fund balances, end of year
- $383,301,028
- Program services expenses (Part IX)
- $2,554,282,643
- Management and general expenses
- $202,471,467
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $2,554,282,643
Program services were 92.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: COMMERCIAL
total $321,855,248 · related or exempt $321,855,248
-
2b · Program service revenue: MEDICARE
total $1,826,346,090 · related or exempt $1,826,346,090
-
2c · Program service revenue: MEDICAID
total $398,857,927 · related or exempt $398,857,927
-
2d · Program service revenue: MEDICARE COMPLEMENT
total $73,460 · related or exempt $73,460
-
3 · Investment income
total $22,040,473 · excluded $22,040,473
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6a · Gross rents
real property $82,750
-
6c · Rental income or loss
real property $82,750 · personal property $0
-
6d · Net rental income or loss
total $82,750 · unrelated business -$27,040 · excluded $109,790
-
7a · Gross sales of assets other than inventory
securities $384,074,373
-
7b · Less cost or other basis and sales expenses
securities $392,365,960
-
7c · Gain or loss
securities -$8,291,587
-
7d · Net gain or loss
total -$8,291,587 · excluded -$8,291,587
-
8a · Fundraising events: gross income
$0
-
8b · Fundraising events: direct expenses
$0
-
8c · Net income from fundraising events
total $0
-
9a · Gaming: gross income
$0
-
9b · Gaming: direct expenses
$0
-
9c · Net income from gaming
total $0
-
10a · Gross sales of inventory
$0
-
10b · Cost of goods sold
$0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $193,003 · program services $193,003
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $2,298,356,932 · program services $2,298,356,932
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $36,604,553 · program services $36,604,553 · management and general $0 · fundraising $0
-
8 · Pension plan contributions
total $2,663,635 · program services $2,663,635 · management and general $0 · fundraising $0
-
9 · Other employee benefits
total $1,851,256 · program services $1,851,256 · management and general $0 · fundraising $0
-
10 · Payroll taxes
total $0
-
11a · Fees: management
total $38,576,526 · program services $0 · management and general $38,576,526 · fundraising $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $8,543,779 · program services $0 · management and general $8,543,779 · fundraising $0
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $2,514,902 · program services $0 · management and general $2,514,902 · fundraising $0
-
11g · Fees: other
total $85,798,145 · program services $0 · management and general $85,798,145 · fundraising $0
-
12 · Advertising and promotion
total $7,454,731 · program services $5,963,785 · management and general $1,490,946 · fundraising $0
-
13 · Office expenses
total $1,886,439 · program services $0 · management and general $1,886,439 · fundraising $0
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total -$1,743 · program services $0 · management and general -$1,743 · fundraising $0
-
17 · Travel
total $679,875 · program services $0 · management and general $679,875 · fundraising $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $64,344 · program services $64,344 · management and general $0 · fundraising $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $33,921,091 · program services $0 · management and general $33,921,091 · fundraising $0
-
23 · Insurance
total $0
-
24a · Other expenses: PROVIDER NETWORK ACCCESS FEES
total $950,479 · program services $0 · management and general $950,479 · fundraising $0
-
24b · Other expenses: ASSESSMENT
total $507,968 · program services $0 · management and general $507,968 · fundraising $0
-
24c · Other expenses: BANK FEE
total $242,555 · program services $0 · management and general $242,555 · fundraising $0
-
24d · Other expenses: PREMIUM TAX EXPENSE
total $202,973 · program services $0 · management and general $202,973 · fundraising $0
-
24e · All other expenses
total $235,742,667 · program services $208,585,135 · management and general $27,157,532
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $0 · end of year $0
-
2 · Savings and temporary cash investments
beginning of year $5,175,565 · end of year -$26,455,906
-
3 · Pledges and grants receivable
beginning of year $0 · end of year $0
-
4 · Accounts receivable
beginning of year $58,205,555 · end of year $46,049,819
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
7 · Other notes and loans receivable
beginning of year $0 · end of year $0
-
8 · Inventories for sale or use
beginning of year $0 · end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $0 · end of year $0
-
10a · Land, buildings and equipment: cost or other basis
$247,315,251
-
10b · Land, buildings and equipment: accumulated depreciation
$55,947,063
-
10c · Land, buildings and equipment, net
beginning of year $200,390,992 · end of year $191,368,188
-
11 · Investments: publicly traded securities
beginning of year $725,581,230 · end of year $554,434,845
-
12 · Investments: other securities
beginning of year $59,110,464 · end of year $49,375,264
-
13 · Investments: program-related
beginning of year $0 · end of year $0
-
14 · Intangible assets
beginning of year $0 · end of year $0
-
15 · Other assets
beginning of year $116,411,854 · end of year $130,590,211
-
17 · Accounts payable and accrued expenses
beginning of year $136,402,224 · end of year $101,437,444
-
18 · Grants payable
beginning of year $0 · end of year $0
-
19 · Deferred revenue
beginning of year $49,098,658 · end of year $131,286,579
-
20 · Tax-exempt bond liabilities
beginning of year $0 · end of year $0
-
21 · Escrow or custodial account liability
beginning of year $0 · end of year $0
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
23 · Secured mortgages and notes payable
beginning of year $0 · end of year $0
-
24 · Unsecured notes and loans payable
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $282,448,748 · end of year $329,337,370
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $696,926,030 · end of year $383,301,028
Mission and programs · 2024
Mission
SEE SCHEDULE O
-
PROGRAM SERVICE ACCOMPLISHMENTS - COMMERCIAL HMO PRODUCT ONE OF TAHMO'S LARGEST PRODUCTS IS ITS COMMERCIAL HMO WHICH PROVIDES AFFORDABLE HEALTH COVERAGE TO ITS MEMBERS. TAHMO STRIVES TO PROVIDE HMO COVERAGE THAT IS AFFORDABLE, AND PROVIDES ACCESS TO TOP QUALITY HEALTH CARE SERVICES. TAHMO ALSO PROVIDES PROGRAMS THAT TARGET THE IMPROVEMENT OF THE HEALTH OF ITS MEMBERS, AS WELL AS THE COMMUNITY AT LARGE. QUALITY: NCQA EVALUATES HEALTH PLANS ON THE QUALITY OF CARE PATIENTS RECEIVE, HOW SATISFIED PATIENTS ARE WITH THEIR CARE, AND HEALTH PLANS' EFFORTS TO KEEP IMPROVING. TUFTS HEALTH PLAN HMO/POS/EPO's NCQA QUALITY RATING IS CONSISTENTLY WITHIN THE TOP 10% OF PLANS THROUGHOUT THE COUNTRY. TAHMO CONTINUES TO IMPLEMENT OUTREACH PROGRAMS WITH BOTH PROVIDERS AND MEMBERS WITH THE GOAL OF IMPROVING THE QUALITY OF CARE PROVIDED AND RECEIVED. UPDATED RATINGS WILL BE RELEASED IN SEPTEMBER 2025. TAHMO PROVIDES SPECIALTY CARE MANAGEMENT SERVICES FOR ITS MEMBERS WITH COMPLEX MEDICAL AND BEHAVIORAL HEALTH CONDITIONS. TAHMO MEMBERS RECEIVE TARGETED HEALTH REMINDERS TO ENCOURAGE PREVENTIVE HEALTH CARE.TAHMO'S CARE MANAGERS ASSIST MEMBERS WHO ARE ILL OR DISABLED IN NAVIGATING THE HEALTH CARE SYSTEM AND PROVIDE REFERRALS TO COMMUNITY RESOURCES. OUR WEBSITE, WWW.TUFTSHEALTHPLAN.COM , IS AVAILABLE TO THE COMMUNITY AT LARGE, AND INCLUDES A LIBRARY OF TOOLS AND READY-MADE PRINT AND ELECTRONIC MATERIALS. THESE RESOURCES HELP TO ENCOURAGE HEALTHY BEHAVIORS, INCREASE DEMAND FOR PREVENTIVE HEALTH, AND DRIVE ENGAGEMENT IN PROGRAMS THAT EDUCATE AND EMPOWER HEALTHIER LIFESTYLES AND REDUCE HEALTH RISKS. TOPICS INCLUDE PREVENTIVE CARE BENEFITS, HEALTHY EATING AND WEIGHT CONTROL, EXERCISE AND FITNESS, MANAGING STRESS AND HEART HEALTH, CANCER PREVENTION, AND TOBACCO CESSATION. WE ALSO OFFER A VARIETY OF WELLNESS PROGRAMS AT THE WORKSITE SUCH AS FLU SHOTS, CHOLESTEROL SCREENINGS, STRESS MANAGEMENT, AND MORE. TAHMO'S SECURE ONLINE ACCOUNT SERVES AS A CENTRAL HUB FOR LIFESTYLE MANAGEMENT PROGRAM COMPONENTS, HEALTH AND WELLNESS CONTENT, AND TOOLS. THE ONLINE ACCOUNT OFFERS A PERSONAL HEALTH ASSESSMENT AND RESOURCES DESIGNED TO ENCOURAGE INDIVIDUALS TO LEAD HEALTHIER LIVES BASED ON THEIR INTERESTS, OVERALL HEALTH CONDITION, AND OTHER PERSONAL ATTRIBUTES. COMMERCIAL MEMBERS OF TUFTS HEALTH PLAN CONTINUE TO RECEIVE THE MEMBER NEWSLETTER. THE NEWSLETTER IS AN EDUCATIONAL RESOURCE ON TOPICS PERTAINING TO ACCESS TO SERVICES, PREVENTIVE CARE, HEALTH EDUCATION AND LIFESTYLE REMINDERS. IT ALSO HELPS MEMBERS UTILIZE THEIR COVERED HEALTH PLAN BENEFITS, SERVICES AND FEATURES TO THE FULLEST AND IS AIMED AT SUPPORTING THEIR IMPROVED HEALTH. ACCESS: TAHMO'S MEMBERS HAVE ACCESS TO HOSPITALS, PRIMARY CARE PROVIDERS AND SPECIALISTS AND ALLIED HEALTH PROFESSIONALS, AS WELL AS CONDITION MANAGEMENT PROGRAMS, PREVENTION AND WELLNESS PROGRAMS. AFFORDABILITY: TAHMO'S GOAL IS TO PROVIDE ACCESS TO THE HIGHEST QUALITY HEALTH CARE SERVICES THROUGH AFFORDABLE HEALTH COVERAGE TO AS MANY MASSACHUSETTS AND RHODE ISLAND RESIDENTS AS POSSIBLE. TAHMO HAS DESIGNED HEALTH MANAGEMENT PROGRAMS TO SIMULTANEOUSLY LOWER MEDICAL COSTS AND IMPROVE QUALITY AND OUTCOMES. BY LOWERING MEDICAL COSTS, TAHMO IS ABLE TO OFFER COMPETITIVE PREMIUM RATES AND PROVIDE COVERAGE TO MORE PEOPLE. TAHMO IS COMMITTED TO IMPROVING THE HEALTH OF THE COMMUNITY AS WELL AS THAT OF ITS MEMBERS. THE ORGANIZATION TAKES THIS COMMITMENT SERIOUSLY AND HAS A DEDICATED COMMUNITY PARTNERSHIP PROGRAM THAT PROVIDES IN-KIND AND FINANCIAL SUPPORT TO NOT-FOR-PROFIT PROGRAMS THROUGHOUT MASSACHUSETTS. SUPPORT IS BROAD BASED AND REFLECTS DIVERSE SPONSORSHIP OF ORGANIZATIONS THAT PROMOTE IMPROVED COMMUNITY HEALTH. ----------
Expenses $305,546,500 · Grants $24,388 · Revenue $321,855,248
-
PROGRAM SERVICE ACCOMPLISHMENTS - MASSACHUSETTS MEDICARE PRODUCT TAHMO ALSO OFFERS PRODUCTS TO MEDICARE ELIGIBLE ENROLLEES. TUFTS HEALTH PLAN MEDICARE PREFERRED (TUFTS MEDICARE PREFERRED) PROVIDES AFFORDABLE HEALTH COVERAGE TO ITS MEMBERS IN MASSACHUSETTS. TUFTS MEDICARE PREFERRED STRIVES TO PROVIDE COVERAGE OPTIONS THAT ARE AFFORDABLE AND PROVIDE ACCESS TO TOP QUALITY HEALTH CARE SERVICES FOR SENIORS. TUFTS MEDICARE PREFERRED ALSO OFFERS PROGRAMS THAT TARGET THE IMPROVEMENT OF THE HEALTH OF ITS MEMBERS, AS WELL AS THE COMMUNITY AT LARGE. WITHIN THE MASSACHUSETTS MEDICARE ADVANTAGE MARKET, TUFTS MEDICARE PREFERRED IS THE MARKET LEADER - COVERING MORE INDIVIDUALS THROUGH MEDICARE ADVANTAGE PRODUCTS THAN ANY OTHER CARRIER. TUFTS MEDICARE PREFERRED ALSO OFFERS CARE MANAGEMENT AND CONDITION MANAGEMENT SERVICES TO MEMBERS AND PUBLISHES WELL! MAGAZINE FOR ITS MEDICARE POPULATION ONCE A YEAR. THE MAGAZINE IS AN EDUCATIONAL RESOURCE ON TOPICS PERTAINING TO GENERAL HEALTH, ACCESS TO CARE, PREVENTIVE CARE, HEALTH INFORMATION AND HEALTH CARE REMINDERS, TARGETED TO ITS SPECIFIC POPULATION. IT ALSO PROVIDES INFORMATION FOR MEMBERS ON HOW TO GET THE MOST OF TUFTS HEALTH PLAN'S BENEFITS. ----------
Expenses $1,842,968,015 · Grants $138,387 · Revenue $1,826,346,090
-
PROGRAM SERVICE ACCOMPLISHMENTS - DUAL-ELIGIBLE PROGRAM THE ORGANIZATION ALSO PROVIDES ACCESS TO AFFORDABLE CARE THROUGH A DUAL-ELIGIBLE PROGRAM. TAHMO PROVIDES COVERAGE FOR PEOPLE AGE 65 OR OLDER WHO ARE ELIGIBLE FOR MASSHEALTH STANDARD, HAVE BOTH MEDICARE PART A AND B, AND HAVE NOT BEEN DIAGNOSED AS HAVING END STAGE RENAL DISEASE. THIS PROGRAM, CALLED SENIOR CARE OPTIONS, INTEGRATES MEDICAID AND MEDICARE BENEFITS AND SERVICES, PROVIDING THOSE ELIGIBLE WITH COORDINATED HIGH-QUALITY AND COST-EFFECTIVE HEALTH CARE. ----------
Expenses $405,656,209 · Grants $30,222 · Revenue $398,857,927
-
MEDICARE COMPLEMENT
Expenses $111,919 · Grants $6 · Revenue $73,460
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
CAIN HAYES
DIR. PRES. & CEO (END 9/24)
- Total calculated
- $4,574,652
- From this org
- $0
- From related orgs
- $4,532,289
- Other
- $42,363
- Hours/week
- 10 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $979,462 related
- Bonus
- $0 + $3,054,752 related
- Other
- $0 + $498,075 related
- Deferred
- $0 + $22,382 related
- Nontaxable benefits
- $0 + $19,981 related
- Filer's total
- $0 + $4,574,652 related
-
PHILIP BARR
EVP, PRESIDENT, MARKETS
- Total calculated
- $1,739,964
- From this org
- $0
- From related orgs
- $1,580,792
- Other
- $159,172
- Hours/week
- 10 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $710,093 related
- Bonus
- $0 + $784,920 related
- Other
- $0 + $85,779 related
- Deferred
- $0 + $149,235 related
- Nontaxable benefits
- $0 + $9,937 related
- Filer's total
- $0 + $1,739,964 related
-
TRACEY CARTER
FORMER SVP, CHIEF ACTUARY
- Total calculated
- $1,616,917
- From this org
- $0
- From related orgs
- $1,598,732
- Other
- $18,185
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0
- Bonus
- $0 + $350,690 related
- Other
- $0 + $1,248,042 related
- Deferred
- $0 + $17,697 related
- Nontaxable benefits
- $0 + $488 related
- Filer's total
- $0 + $1,616,917 related
-
PETE CHURCH
CHIEF PEOPLE & CULTURE OFFICER
- Total calculated
- $1,440,867
- From this org
- $0
- From related orgs
- $1,284,213
- Other
- $156,654
- Hours/week
- 10 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $635,016 related
- Bonus
- $0 + $586,187 related
- Other
- $0 + $63,010 related
- Deferred
- $0 + $129,669 related
- Nontaxable benefits
- $0 + $26,985 related
- Filer's total
- $0 + $1,440,867 related
-
PATRICIA BLAKE
FORMER SVP, PRES MEDICARE
- Total calculated
- $1,350,032
- From this org
- $0
- From related orgs
- $1,330,488
- Other
- $19,544
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0 + $97,425 related
- Bonus
- $0 + $186,170 related
- Other
- $0 + $1,046,893 related
- Deferred
- $0 + $14,993 related
- Nontaxable benefits
- $0 + $4,551 related
- Filer's total
- $0 + $1,350,032 related
-
ROLAND PRICE
FORMER TREASURER
- Total calculated
- $1,314,983
- From this org
- $0
- From related orgs
- $1,299,914
- Other
- $15,069
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0 + $815 related
- Bonus
- $0 + $126,875 related
- Other
- $0 + $1,172,224 related
- Deferred
- $0 + $14,765 related
- Nontaxable benefits
- $0 + $304 related
- Filer's total
- $0 + $1,314,983 related
-
R SCOTT WALKER
CFO & PRESIDENT (START 9/24)
- Total calculated
- $1,203,498
- From this org
- $0
- From related orgs
- $1,041,266
- Other
- $162,232
- Hours/week
- 10 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $693,032 related
- Bonus
- $0 + $345,302 related
- Other
- $0 + $2,932 related
- Deferred
- $0 + $135,198 related
- Nontaxable benefits
- $0 + $27,034 related
- Filer's total
- $0 + $1,203,498 related
-
MARK PORTER
TREASURER
- Total calculated
- $1,137,084
- From this org
- $0
- From related orgs
- $1,024,863
- Other
- $112,221
- Hours/week
- 10 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $433,000 related
- Bonus
- $0 + $324,735 related
- Other
- $0 + $267,128 related
- Deferred
- $0 + $86,199 related
- Nontaxable benefits
- $0 + $26,022 related
- Filer's total
- $0 + $1,137,084 related
-
KRISTIN LEWIS
CHIEF PUB & COMM AFF OFFICER
- Total calculated
- $1,116,741
- From this org
- $0
- From related orgs
- $998,596
- Other
- $118,145
- Hours/week
- 10 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $442,629 related
- Bonus
- $0 + $474,467 related
- Other
- $0 + $81,500 related
- Deferred
- $0 + $87,269 related
- Nontaxable benefits
- $0 + $30,876 related
- Filer's total
- $0 + $1,116,741 related
-
UMESH KURPAD
FORMER CFO
- Total calculated
- $1,109,473
- From this org
- $0
- From related orgs
- $1,087,771
- Other
- $21,702
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0 + $3,526 related
- Bonus
- $0 + $498,533 related
- Other
- $0 + $585,712 related
- Deferred
- $0 + $21,379 related
- Nontaxable benefits
- $0 + $323 related
- Filer's total
- $0 + $1,109,473 related
-
KATIE CATLENDER
COO (START 1/24)
- Total calculated
- $947,958
- From this org
- $0
- From related orgs
- $880,347
- Other
- $67,611
- Hours/week
- 12.5 + 37.5 related
Schedule J breakdown matched by us
- Base
- $0 + $552,885 related
- Bonus
- $0 + $325,000 related
- Other
- $0 + $2,462 related
- Deferred
- $0 + $67,319 related
- Nontaxable benefits
- $0 + $292 related
- Filer's total
- $0 + $947,958 related
-
ROBERT WILLIAMS
SVP, BUSINESS PERFORMANCE
- Total calculated
- $942,175
- From this org
- $0
- From related orgs
- $836,744
- Other
- $105,431
- Hours/week
- 10 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $454,256 related
- Bonus
- $0 + $371,994 related
- Other
- $0 + $10,494 related
- Deferred
- $0 + $96,649 related
- Nontaxable benefits
- $0 + $8,782 related
- Filer's total
- $0 + $942,175 related
-
DEAN PEASLEY
SVP, OPERATIONS (END 4/24)
- Total calculated
- $871,497
- From this org
- $0
- From related orgs
- $840,092
- Other
- $31,405
- Hours/week
- 12.5 + 37.5 related
Schedule J breakdown matched by us
- Base
- $0 + $105,334 related
- Bonus
- $0 + $299,692 related
- Other
- $0 + $435,066 related
- Deferred
- $0 + $21,657 related
- Nontaxable benefits
- $0 + $9,748 related
- Filer's total
- $0 + $871,497 related
-
URCEL FIELDS
SVP, PRES. GOVT MKT(END 11/24)
- Total calculated
- $858,336
- From this org
- $0
- From related orgs
- $842,020
- Other
- $16,316
- Hours/week
- 12.5 + 37.5 related
Schedule J breakdown matched by us
- Base
- $0 + $406,154 related
- Bonus
- $0 + $400,000 related
- Other
- $0 + $35,866 related
- Deferred
- $0 + $16,094 related
- Nontaxable benefits
- $0 + $222 related
- Filer's total
- $0 + $858,336 related
-
TISA HUGHES
FORMER CLERK/SECRETARY
- Total calculated
- $855,912
- From this org
- $0
- From related orgs
- $824,422
- Other
- $31,490
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0 + $36,117 related
- Bonus
- $0 + $609,522 related
- Other
- $0 + $178,783 related
- Deferred
- $0 + $23,751 related
- Nontaxable benefits
- $0 + $7,739 related
- Filer's total
- $0 + $855,912 related
-
SUSAN KEE
CLERK/SECRETARY, CLO
- Total calculated
- $790,085
- From this org
- $0
- From related orgs
- $696,820
- Other
- $93,265
- Hours/week
- 10 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $499,421 related
- Bonus
- $0 + $174,827 related
- Other
- $0 + $22,572 related
- Deferred
- $0 + $92,127 related
- Nontaxable benefits
- $0 + $1,138 related
- Filer's total
- $0 + $790,085 related
-
MARY MAHONEY
FORMER SVP, CLO
- Total calculated
- $705,784
- From this org
- $0
- From related orgs
- $705,784
- Other
- $0
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0
- Bonus
- $0 + $705,784 related
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $705,784 related
-
PATRICIA TREBINO
FORMER SVP, COO
- Total calculated
- $553,026
- From this org
- $0
- From related orgs
- $553,026
- Other
- $0
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0
- Bonus
- $0
- Other
- $0 + $553,026 related
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $553,026 related
-
EILEEN AUEN
EXECUTIVE CHAIR (START 9/24)
- Total calculated
- $533,336
- From this org
- $0
- From related orgs
- $533,336
- Other
- $0
- Hours/week
- 10 + 50 related
Schedule J breakdown matched by us
- Base
- $0
- Bonus
- $0
- Other
- $0 + $533,336 related
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $533,336 related
-
THOMAS CROSWELL
FORMER CEO
- Total calculated
- $414,793
- From this org
- $0
- From related orgs
- $404,893
- Other
- $9,900
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0
- Bonus
- $0 + $375,000 related
- Other
- $0 + $29,893 related
- Deferred
- $0 + $9,900 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $414,793 related
-
PATRICIA HOWARD
FORMER COO
- Total calculated
- $232,740
- From this org
- $0
- From related orgs
- $232,740
- Other
- $0
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0
- Bonus
- $0
- Other
- $0 + $232,740 related
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $232,740 related
-
MICHAEL J MCCOLGAN
DIRECTOR
- Total calculated
- $141,000
- From this org
- $0
- From related orgs
- $141,000
- Other
- $0
- Hours/week
- 1 + 3 related
-
BERTRAM L SCOTT
LEAD DIR/VICE CHR(START 10/24)
- Total calculated
- $138,000
- From this org
- $0
- From related orgs
- $138,000
- Other
- $0
- Hours/week
- 1 + 3 related
-
MICHAEL SHEA
DIRECTOR
- Total calculated
- $136,000
- From this org
- $0
- From related orgs
- $136,000
- Other
- $0
- Hours/week
- 1 + 3 related
-
TODD WHITBECK
DIRECTOR
- Total calculated
- $135,500
- From this org
- $0
- From related orgs
- $135,500
- Other
- $0
- Hours/week
- 1 + 3 related
-
HEDWIG VEITH WHITNEY
DIRECTOR
- Total calculated
- $135,000
- From this org
- $0
- From related orgs
- $135,000
- Other
- $0
- Hours/week
- 1 + 3 related
-
GREGORY D TRANTER
DIRECTOR
- Total calculated
- $133,000
- From this org
- $0
- From related orgs
- $133,000
- Other
- $0
- Hours/week
- 1 + 3 related
-
PETER SLAVIN MD
DIRECTOR (END 9/24)
- Total calculated
- $124,306
- From this org
- $0
- From related orgs
- $124,306
- Other
- $0
- Hours/week
- 1 + 3 related
-
RAYMOND PAWLICKI
DIRECTOR
- Total calculated
- $120,000
- From this org
- $0
- From related orgs
- $120,000
- Other
- $0
- Hours/week
- 1 + 3 related
-
IRINA SIMMONS
DIRECTOR (END 6/24)
- Total calculated
- $79,778
- From this org
- $0
- From related orgs
- $79,778
- Other
- $0
- Hours/week
- 1 + 3 related
-
JOYCE MURPHY
DIRECTOR (END 6/24)
- Total calculated
- $79,778
- From this org
- $0
- From related orgs
- $79,778
- Other
- $0
- Hours/week
- 1 + 3 related
-
GAUROV DAYAL MD
DIRECTOR (START 6/24)
- Total calculated
- $44,695
- From this org
- $0
- From related orgs
- $44,695
- Other
- $0
- Hours/week
- 1 + 7 related
-
ELIZABETH BIERBOWER
DIRECTOR (START 6/24)
- Total calculated
- $42,223
- From this org
- $0
- From related orgs
- $42,223
- Other
- $0
- Hours/week
- 1 + 7 related
-
MICHAEL TARNOFF MD
DIRECTOR (START 12/24)
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
GREG SHELL
DIRECTOR, VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 5 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
Answered no
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- FORM 990, SCHEDULE J, PART I, LINE 3
- METHOD USED TO ESTABLISH CEO COMPENSATION TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC. RELIED ON ITS PARENT AND SOLE CORPORATE MEMBER, POINT32HEALTH, INC., TO ESTABLISH COMPENSATION FOR ITS CEO. THE METHODS USED BY POINT32HEALTH, INC. ARE AS FOLLOWS: -COMPENSATION COMMITTEE -INDEPENDENT COMPENSATION CONSULTANT -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE -WRITTEN EMPLOYMENT AGREEMENT ----------
- FORM 990, SCHEDULE J, PART I, LINE 4A
- SEVERANCE PAYMENT THE FOLLOWING SENIOR LEADERS ALSO RECEIVED SEVERANCE PAYMENTS IN 2024: CAIN HAYES = $292,731 TRACEY CARTER = $483,832 PATRICIA BLAKE = $337,674 URCEL FIELDS = $33,846 DEAN PEASLEY = $267,989 PATRICIA HOWARD = $232,740 ----------
- FORM 990, SCHEDULE J, PART I, LINE 4B
- DISCRETIONARY RETIREMENT PLAN THE ORGANIZATION'S LEADERS PARTICIPATED IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN SPONSORED BY THEIR EMPLOYER, POINT32HEALTH SERVICES, INC., A RELATED PARTY. THE EMPLOYEES AND AMOUNTS LISTED ON SCHEDULE J, PART II, COLUMN C REFLECT EMPLOYER CONTRIBUTIONS TO THE SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. ----------
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
SPONSORSHIP TU SALUD EVENT
-
SPONSORSHIP CHINESE NEW YEAR
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(4) · HEALTH INS. · MA · controlled entity
Directly controlled by HPHCINC
-
501 (C)(3) · GRANT MAKING · MA · controlled entity
Directly controlled by TAHMO
-
501(C)(4) · HMO · MA · controlled entity
Directly controlled by P32H
-
501(C)(4) · HEALTHCARE · MA
Directly controlled by NA
-
CARE PARTNERS OF CONNECTICUT INC
501(C)(4) · HMO · CT · controlled entity
Directly controlled by TAHMO
-
501(C)(3) · HEALTH INSURA · MA · controlled entity
Directly controlled by P32H
-
501(C)(3) · COMMUNITY SVC · MA · controlled entity
Directly controlled by HPHCINC
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
CAREPARTNERS OF CT HOLDINGS LLC
RELATED · HOLDING COMPANY · CT · share of income $0 · share of assets $51,152,946
Directly controlled by TAHMO
-
CLARION MANAGEMENT SOLUTIONS LLC
N/A · CLINICAL CONSULTI · DE
Directly controlled by EH NEXUS
-
N/A · HOLDING COMPANY · MA
Directly controlled by HEALTH PLANS
-
N/A · SELF INSURANCE · DE
Directly controlled by EH NEXUS
-
RELATED · HEALTHCARE · CA · 50% owned · share of income $188,302 · share of assets $6,243,721
Directly controlled by TAHMO
-
RELATED · HEALTHCARE · CA · 50% owned · share of income $3,914,423 · share of assets $17,066,660
Directly controlled by TAHMO
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
C CORP · HEALTH INSURANCE · MA · controlled entity
Directly controlled by NEW HPHC HOLDCO
-
PLAN MARKETING INSURANCE AGENCY INC
C CORP · BROKERAGE · MA · controlled entity
Directly controlled by HEALTH PLANS
-
C CORP · BROKERAGE · MA · controlled entity
Directly controlled by NEW HPHC HOLDCO
-
C CORP · TPA · MA · controlled entity
Directly controlled by NEW HPHC HOLDCO
-
C CORP · CARE MANAGEMENT · MA · controlled entity
Directly controlled by HEALTH PLANS
-
C CORP · HOLDING COMPANY · DE · controlled entity
Directly controlled by HPHC INC
-
C CORP · MANAGEMENT SVCS · DE · share of income $907,301,758 · share of assets $270,428,707 · controlled entity
Directly controlled by TAHMO
-
C CORP · INSURANCE · MA · controlled entity
Directly controlled by P32H SRVCS INC
-
TUFTS BENEFIT ADMINISTRATORS INC
C CORP · TPA · MA · controlled entity
Directly controlled by P32H SRVCS INC
-
C CORP · TPA · MA · controlled entity
Directly controlled by P32H SRVCS INC
-
C CORP · BROKERAGE · MA · controlled entity
Directly controlled by P32H SRVCS INC
-
C CORP · MED EQUIPT & SVCS · NY · share of income $5,844,031 · share of assets $72,779,413 · controlled entity
Directly controlled by TAHMO
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 17 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202523219349318132
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