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← MCLAREN INTEGRATED HMO GROUP

Form 990 for tax year 2022

Filed by MCLAREN INTEGRATED HMO GROUP.

What the amendment changed

Compared with the return it replaced , filed 7 August 2024. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Both are the same on the two returns, so the amendment changed something else.

Totals

Total revenue
$0
Total expenses
$0
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$0
Other revenue
$0
Total assets, end of year
$111,920,539
Total liabilities, end of year
$252,072,139
Net assets or fund balances, end of year
-$140,151,600
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Listed in Part VII

  • PHILIP INCARNATI

    TREASURER

    Total calculated
    $10,783,705
    From this org
    $0
    From related orgs
    $10,748,364
    Other
    $35,341
    Hours/week
    1 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $2,557,928 related
    Bonus
    $0 + $1,412,352 related
    Other
    $0 + $6,778,084 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $35,341 related
    Filer's total
    $0 + $10,783,705 related

  • DAVID MAZURKIEWICZ

    CHAIRMAN

    Total calculated
    $1,989,988
    From this org
    $0
    From related orgs
    $1,956,528
    Other
    $33,460
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,025,619 related
    Bonus
    $0 + $374,629 related
    Other
    $0 + $556,280 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $33,460 related
    Filer's total
    $0 + $1,989,988 related

  • KATHLEEN KENDALL

    PRESIDENT & CEO

    Total calculated
    $1,608,644
    From this org
    $0
    From related orgs
    $1,564,624
    Other
    $44,020
    Hours/week
    46 + 4 related

    Schedule J breakdown matched by us

    Base
    $0 + $800,333 related
    Bonus
    $0 + $323,944 related
    Other
    $0 + $440,347 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $44,020 related
    Filer's total
    $0 + $1,608,644 related

  • MARY SCHAEFER

    SECRETARY

    Total calculated
    $315,454
    From this org
    $280,726
    From related orgs
    $0
    Other
    $34,728
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $234,114
    Bonus
    $46,612
    Other
    $0
    Deferred
    $9,027
    Nontaxable benefits
    $25,701
    Filer's total
    $315,454

  • CHERYL DIEHL

    CFO & ASSISTANT TREASURER

    Total calculated
    $366,176
    From this org
    $312,067
    From related orgs
    $0
    Other
    $54,109
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $263,189
    Bonus
    $48,878
    Other
    $0
    Deferred
    $10,174
    Nontaxable benefits
    $43,935
    Filer's total
    $366,176

  • SARA MAVREDES

    VP, BUSINESS INFORMATION

    Total calculated
    $338,863
    From this org
    $301,228
    From related orgs
    $0
    Other
    $37,635
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $250,448
    Bonus
    $50,780
    Other
    $0
    Deferred
    $9,650
    Nontaxable benefits
    $27,985
    Filer's total
    $338,863

  • JODY LANDON

    VP, CUSTOMER & PROVIDER SVCS

    Total calculated
    $349,368
    From this org
    $296,973
    From related orgs
    $0
    Other
    $52,395
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $241,005
    Bonus
    $48,420
    Other
    $7,548
    Deferred
    $9,290
    Nontaxable benefits
    $43,105
    Filer's total
    $349,368

  • REBECCA TAPP

    MIG VP, HEALTH SERVICES

    Total calculated
    $322,800
    From this org
    $282,839
    From related orgs
    $0
    Other
    $39,961
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $239,485
    Bonus
    $43,354
    Other
    $0
    Deferred
    $9,228
    Nontaxable benefits
    $30,733
    Filer's total
    $322,800

  • BRIAN MUSIAL

    MIG VP, PHARMACY

    Total calculated
    $291,100
    From this org
    $253,013
    From related orgs
    $0
    Other
    $38,087
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $213,529
    Bonus
    $26,024
    Other
    $13,460
    Deferred
    $8,283
    Nontaxable benefits
    $29,804
    Filer's total
    $291,100

  • MATTHEW EHRLICH

    MHP VP, GENERAL COUNSEL

    Total calculated
    $335,724
    From this org
    $290,696
    From related orgs
    $0
    Other
    $45,028
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $247,667
    Bonus
    $35,215
    Other
    $7,814
    Deferred
    $9,617
    Nontaxable benefits
    $35,411
    Filer's total
    $335,724

  • PATRICIA HEBENSTREIT

    MDW VP, GENERAL COUNSEL

    Total calculated
    $408,288
    From this org
    $371,048
    From related orgs
    $0
    Other
    $37,240
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $305,340
    Bonus
    $56,159
    Other
    $9,549
    Deferred
    $11,753
    Nontaxable benefits
    $25,487
    Filer's total
    $408,288

  • JEFFREY WHEELER

    MDW MEDICAL DIRECTOR

    Total calculated
    $412,005
    From this org
    $362,241
    From related orgs
    $0
    Other
    $49,764
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $328,822
    Bonus
    $23,161
    Other
    $10,258
    Deferred
    $12,625
    Nontaxable benefits
    $37,139
    Filer's total
    $412,005

  • WENDI POWELL

    MDW DIRECTOR CLINICAL PHARMACY

    Total calculated
    $279,461
    From this org
    $241,408
    From related orgs
    $0
    Other
    $38,053
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $203,903
    Bonus
    $27,196
    Other
    $10,309
    Deferred
    $7,855
    Nontaxable benefits
    $30,198
    Filer's total
    $279,461

  • CARLOS GARCIA

    DIRECTOR, DENTAL PROGRAMS

    Total calculated
    $292,490
    From this org
    $264,820
    From related orgs
    $0
    Other
    $27,670
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $259,135
    Bonus
    $0
    Other
    $5,685
    Deferred
    $10,577
    Nontaxable benefits
    $17,093
    Filer's total
    $292,490

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

  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
THE CEO/EXECUTIVE DIRECTOR WAS COMPENSATED BY A RELATED ORGANIZATION, AND THEREFORE NONE OF THE LINE 1 BOXES HAVE BEEN CHECKED. THE CORPORATE CEO, SUBSIDIARY CEOS AND CORPORATE EXECUTIVE & SENIOR VICE-PRESIDENTS IN SOME INSTANCES HAVE RECEIVED TAX INDEMNIFICATION FOR THE FOLLOWING BENEFITS: VEHICLE COSTS, GROUP TERM LIFE INSURANCE, SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS, AND HEALTH CLUB OR SOCIAL DUES. THESE BENEFITS HAVE BEEN INCLUDED IN TAXABLE COMPENSATION.
PART I, LINE 3
THE CEO/EXECUTIVE DIRECTOR WAS COMPENSATED BY A RELATED ORGANIZATION, AND THEREFORE NONE OF THE LINE 3 BOXES HAVE BEEN CHECKED. THE RELATED ORGANIZATION USED THE FOLLOWING METHODOLOGIES TO ESTABLISH THE COMPENSATION OF THE CEO/EXECUTIVE DIRECTOR OF THE FILING ORGANIZATION: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
PART I, LINE 4B
MCLAREN MAINTAINS TWO SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS FOR A SELECT GROUP OF MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES (THE "SERPS"). THE OLD SERP WAS CLOSED TO NEW PARTICIPANTS ON OCTOBER 1, 2006, AND THE NEW SERP BECAME EFFECTIVE AS OF JANUARY 1, 2007. NO EMPLOYEE MAY PARTICIPATE IN BOTH OF THE SERPS. THE OLD SERP IS STRUCTURED AS A DEFINED BENEFIT PLAN THAT ESSENTIALLY REPLACES THE BENEFITS THE PARTICIPANT IS NOT PERMITTED TO RECEIVE UNDER MCLAREN'S QUALIFIED RETIREMENT PLAN DUE TO IRS LIMITATIONS APPLICABLE TO QUALIFIED PLANS. THE BENEFIT UNDER THE OLD SERP IS PAYABLE IN EITHER THE FORM OF A LUMP SUM DISTRIBUTION OR IN MONTHLY PAYMENTS EQUAL TO THE ACTUARIAL EQUIVALENT OF THE PARTICIPANT'S ACCRUED BENEFIT. THE BENEFIT IS PAID AT AGE 55, AND IF THE PARTICIPANT REMAINS EMPLOYED, THE BENEFIT IS PAID UPON TERMINATION OF EMPLOYMENT, REDUCED TO TAKE INTO ACCOUNT THE BENEFIT PREVIOUSLY PAID. THE NEW SERP IS STRUCTURED AS A DEFINED CONTRIBUTION PLAN, AND MCLAREN CONTRIBUTES 15 PERCENT OF EACH PARTICIPANT'S COMPENSATION TO THE PLAN EACH YEAR FOR ALLOCATION TO THE PARTICIPANT'S ACCOUNT. PARTICIPANTS IN THE NEW SERP BECOME VESTED IN THEIR ACCOUNTS UPON THE EARLIER OF FIVE YEARS OF PARTICIPATION IN THE PLAN OR ATTAINMENT OF AGE 60. PARTICIPANTS IN THE NEW SERP SELF-DIRECT THE INVESTMENT OF THEIR ACCOUNTS AND HAVE THE ACTUAL INVESTMENT RETURN CREDITED OR DEBITED TO THEIR ACCOUNTS. THE BENEFIT UNDER THE NEW SERP IS EQUAL TO THE PARTICIPANT'S ACCOUNT BALANCE, AND THE BENEFIT IS PAID IN A SINGLE SUM WITHIN 60 DAYS OF THE PARTICIPANT'S TERMINATION DATE. BENEFITS UNDER BOTH SERPS ARE PROVIDED ON A TAX-NEUTRAL BASIS. BOTH SERPS ARE DESIGNED TO COMPLY WITH INTERNAL REVENUE CODE SECTIONS 457(F) AND 409A.
PART I, LINE 7
MCLAREN HEALTH CARE (MHC) HAS A LEADERSHIP INCENTIVE PROGRAM FOR LEADERS OF THE CORPORATION, SUBSIDIARY EXECUTIVES AND DIRECTORS, MANAGERS AND SUPERVISORS. THE PURPOSE OF THE PLAN IS TO ENHANCE THE ORGANIZATION'S ABILITY TO ACHIEVE ITS GOALS BY PROVIDING TOP OFFICIALS AND THE BOARD OF DIRECTORS WITH A TOOL FOR (A) CLEARLY COMMUNICATING PERFORMANCE ON THE PART OF KEY LEADERS, (B) STIMULATING AND REWARDING SUPERIOR LEVELS OF PERFORMANCE ON THE PART OF KEY LEADERS WHICH WILL ULTIMATELY BENEFIT THE COMMUNITIES MHC SERVES, AND (C) PROTECTING MHC'S ABILITY TO COMPETE WITH OTHER EMPLOYERS FOR HIGH-TALENT LEADERS.

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.

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.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2022
Filed
14 January 2025
IRS schema version
2022v5.0
Source object
202540159349301429

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