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Nonprofiteer
← GEISINGER HEALTH PLAN

Form 990 for tax year 2022

Filed by GEISINGER HEALTH PLAN.

Totals

Total revenue
$3,036,794,923
Total expenses
$2,975,202,992
Contributions and grants received
$0
Grants paid
$0
Program services expenses (Part IX)
$2,846,325,601
Management and general expenses
$128,877,391
Fundraising expenses
$0
Program service expenses (Part III)
$2,846,325,601

Program services were 95.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JAEWON RYU MD JD

    DIRECTOR

    Total calculated
    $7,105,981
    From this org
    $0
    From related orgs
    $5,545,041
    Other
    $1,560,940

    Schedule J breakdown matched by us

    Base
    not reported + $4,189,940 related
    Bonus
    not reported
    Other
    not reported + $1,355,101 related
    Deferred
    not reported + $1,526,570 related
    Nontaxable benefits
    not reported + $34,370 related
    Filer's total
    not reported + $7,105,981 related
  • KEVIN V ROBERTS MBA CPA

    SR VP, TREAS

    Total calculated
    $2,110,506
    From this org
    $0
    From related orgs
    $1,735,635
    Other
    $374,871

    Schedule J breakdown matched by us

    Base
    not reported + $1,652,425 related
    Bonus
    not reported
    Other
    not reported + $83,210 related
    Deferred
    not reported + $348,862 related
    Nontaxable benefits
    not reported + $26,009 related
    Filer's total
    not reported + $2,110,506 related
  • KURT WROBEL FSA MAAA

    PRESIDENT, D

    Total calculated
    $1,404,503
    From this org
    $1,071,956
    From related orgs
    $0
    Other
    $332,547
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $940,946
    Bonus
    not reported
    Other
    $131,010
    Deferred
    $297,570
    Nontaxable benefits
    $34,977
    Filer's total
    $1,404,503
  • STEVEN B BENDER ESQUIRE

    CLO, SECRETA

    Total calculated
    $1,101,512
    From this org
    $0
    From related orgs
    $885,926
    Other
    $215,586

    Schedule J breakdown matched by us

    Base
    not reported + $846,303 related
    Bonus
    not reported
    Other
    not reported + $39,623 related
    Deferred
    not reported + $181,570 related
    Nontaxable benefits
    not reported + $34,016 related
    Filer's total
    not reported + $1,101,512 related
  • JANET F TOMCAVAGE RN MSN

    FORMER KEY E

    Total calculated
    $932,173
    From this org
    $0
    From related orgs
    $735,904
    Other
    $196,269

    Schedule J breakdown matched by us

    Base
    not reported + $694,056 related
    Bonus
    not reported
    Other
    not reported + $41,848 related
    Deferred
    not reported + $166,570 related
    Nontaxable benefits
    not reported + $29,699 related
    Filer's total
    not reported + $932,173 related
  • MARK MCCULLOUGH

    ASSISTANT TR

    Total calculated
    $826,635
    From this org
    $698,014
    From related orgs
    $0
    Other
    $128,621
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $678,017
    Bonus
    not reported
    Other
    $19,997
    Deferred
    $105,464
    Nontaxable benefits
    $23,157
    Filer's total
    $826,635
  • ROGER VAN BAAREN

    CHIEF SALES

    Total calculated
    $474,414
    From this org
    $417,977
    From related orgs
    $0
    Other
    $56,437
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $400,310
    Bonus
    not reported
    Other
    $17,667
    Deferred
    $21,570
    Nontaxable benefits
    $34,867
    Filer's total
    $474,414
  • DAVID J WEADER ESQUIRE

    ASSISTANT SE

    Total calculated
    $447,915
    From this org
    $391,147
    From related orgs
    $0
    Other
    $56,768
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $370,983
    Bonus
    not reported
    Other
    $20,164
    Deferred
    $21,570
    Nontaxable benefits
    $35,198
    Filer's total
    $447,915
  • MARY MASTRANDREA

    VP, GOV'T PR

    Total calculated
    $365,314
    From this org
    $328,208
    From related orgs
    $0
    Other
    $37,106
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $299,130
    Bonus
    not reported
    Other
    $29,078
    Deferred
    $21,570
    Nontaxable benefits
    $15,536
    Filer's total
    $365,314
  • OPOKU T ARCHAMPONG

    SR. DIRECTOR

    Total calculated
    $329,358
    From this org
    $276,104
    From related orgs
    $0
    Other
    $53,254
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $220,662
    Bonus
    $12,500
    Other
    $42,942
    Deferred
    $17,749
    Nontaxable benefits
    $35,505
    Filer's total
    $329,358
  • TAMMY ANDERER CRNP PHD

    FORMER 5 HIG

    Total calculated
    $327,806
    From this org
    $0
    From related orgs
    $290,901
    Other
    $36,905

    Schedule J breakdown matched by us

    Base
    not reported + $274,811 related
    Bonus
    not reported
    Other
    not reported + $16,090 related
    Deferred
    not reported + $19,519 related
    Nontaxable benefits
    not reported + $17,386 related
    Filer's total
    not reported + $327,806 related
  • DARON K MCREE

    CHIEF OF COM

    Total calculated
    $311,949
    From this org
    $307,778
    From related orgs
    $0
    Other
    $4,171
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $6,972
    Bonus
    not reported
    Other
    $300,806
    Deferred
    $427
    Nontaxable benefits
    $3,744
    Filer's total
    $311,949
  • FRANCIS K DAVIS

    AVP, LEGAL

    Total calculated
    $305,641
    From this org
    $265,639
    From related orgs
    $0
    Other
    $40,002
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $261,020
    Bonus
    not reported
    Other
    $4,619
    Deferred
    $18,123
    Nontaxable benefits
    $21,879
    Filer's total
    $305,641
  • AMANDA A TAYLOR MD

    PHYSICIAN

    Total calculated
    $287,050
    From this org
    $268,746
    From related orgs
    $0
    Other
    $18,304
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $268,711
    Bonus
    not reported
    Other
    $35
    Deferred
    $18,304
    Nontaxable benefits
    not reported
    Filer's total
    $287,050
  • JOANN SCIANDRA

    VP, CARE COO

    Total calculated
    $286,931
    From this org
    $266,982
    From related orgs
    $0
    Other
    $19,949
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $240,185
    Bonus
    not reported
    Other
    $26,797
    Deferred
    $17,722
    Nontaxable benefits
    $2,227
    Filer's total
    $286,931
  • JAMIE L MILLER

    AVP, PHARMAC

    Total calculated
    $271,448
    From this org
    $42,171
    From related orgs
    $177,520
    Other
    $51,757
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $41,714 + $167,073 related
    Bonus
    not reported
    Other
    $457 + $10,447 related
    Deferred
    $2,194 + $11,602 related
    Nontaxable benefits
    $8,296 + $29,665 related
    Filer's total
    $52,661 + $218,787 related
  • SUSAN E TORREY

    VP, OPERATIO

    Total calculated
    $254,446
    From this org
    $234,851
    From related orgs
    $0
    Other
    $19,595
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $227,212
    Bonus
    not reported
    Other
    $7,639
    Deferred
    $14,966
    Nontaxable benefits
    $4,629
    Filer's total
    $254,446
  • HEATHER SMITH

    VP, MARKET S

    Total calculated
    $238,777
    From this org
    $223,574
    From related orgs
    $0
    Other
    $15,203
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $179,832
    Bonus
    not reported
    Other
    $43,742
    Deferred
    $13,413
    Nontaxable benefits
    $1,790
    Filer's total
    $238,777
  • HEATHER M ACKER

    DIRECTOR

    Total calculated
    $8,307
    From this org
    $8,307
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.25 + 0.5 related
  • THOMAS J LISTON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25
  • BENJAMIN K CHU MD MPH MACP

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25 + 3.75 related
  • THOMAS H LEE JR MD MSC

    DIRECTOR, CH

    Total calculated
    $0
    Hours/week
    0.25 + 0.5 related
  • V CHRIS HOLCOMBE PE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25 + 3.25 related
  • JOHN C BRAVMAN PHD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25 + 0.75 related
  • SHERRY A GLIED PHD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25 + 0.5 related
  • DONALD T ROSINI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25 + 0.5 related
  • CHRISTOPHER B SULLIVAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25 + 0.5 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 — 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

  • 1a · Tax indemnification and gross-up payments
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 8 · Paid under the initial-contract exception
  • 9 · Followed the rebuttable-presumption procedure

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

The filer's explanations (Part III)

SCHEDULE J, PAGE 1, PART I, LINE 1A
TAX INDEMNIFICATION AND GROSS-UP PAYMENTS - FROM TIME TO TIME, THE GEISINGER BOARD OF DIRECTORS OR GEISINGER SENIOR MANAGEMENT APPROVE THE GROSS-UP OF EXPENSES, WHICH FURTHER GEISINGER BUSINESS, FOR TAX OBLIGATIONS.
SCHEDULE J, PAGE 1, PART I, LINE 4
JAEWON RYU, MD, JD 0 1,322,351 0 KURT WROBEL, FSA, MAAA 0 95,748 0 DARON K. MCREE 298,977 0 0
SCHEDULE J, PAGE 1, PART I, LINE 8
THE EMPLOYEES LISTED PARTICIPATE IN A COMPENSATION PROGRAM DESIGNED TO BE MARKET COMPETITIVE. FROM TIME TO TIME, DEPENDING ON THE AVAILABILITY OF QUALIFIED APPLICANTS, RECRUITMENT LOANS MAY BE MADE AVAILABLE TO QUALIFIED APPLICANTS IN DIFFICULT TO RECRUIT POSITIONS. SUCH LOANS ARE ONLY PROVIDED IF TOTAL COMPENSATION, INCLUDING THE LOAN AMOUNT, IS CONSIDERED REASONABLE COMPENSATION PER INDEPENDENT SALARY SURVEYS.
SCHEDULE J, PART III
PART I, LINE 4A - SEVERANCE PAYMENT UPON INVOLUNTARY SEPARATION, EMPLOYEES MAY BE ELIGIBLE TO RECEIVE CONTINUATION OF SALARY FOR A TERM THAT IS BASED ON THEIR YEARS OF GEISINGER SERVICE AND POSITION. PART I, LINE 4B - SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN COMPENSATION FOR ELIGIBLE EMPLOYEES MAY BE DEFERRED TO A 457(F) NONQUALIFIED PLAN THAT VESTS WITH COMPLETION OF SERVICE, DEATH AND/OR PERMANENT DISABILITY. __________________________________________________________________________ FOOTNOTE: THROUGHOUT THIS DOCUMENT, THE TERMS "GEISINGER- OR "GEISINGER HEALTH" SHALL REFER TO THE ENTIRE HEALTH CARE SYSTEM COMPRISED OF GEISINGER HEALTH FOUNDATION (THE "FOUNDATION") AS PARENT AND ALL SUBSIDIARY CORPORATE ENTITIES COMPRISING THE HEALTH CARE SYSTEM. IN ADDITION, THROUGHOUT THIS DOCUMENT, THE TERM "SYSTEM" SHALL REFER TO THE ENTIRE HEALTH CARE SYSTEM AS PREVIOUSLY DEFINED PLUS ITS AFFILIATES.

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

No itemized grants to organizations on this return.

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.

Provenance

Return type
form_990
Tax year
2022
Filed
7 November 2023
IRS schema version
2022v5.0
Source object
202313189349304366

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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