Form 990 for tax year 2024
Filed by HARVARD PILGRIM HEALTH CARE INC.
Totals
- Total revenue
- $2,453,284,172
- Total expenses
- $2,637,997,927
- Contributions and grants received
- $106,488,450
- Grants paid
- $6,000,000
- Program service revenue
- $2,314,046,773
- Investment income
- $25,680,899
- Other revenue
- $7,068,050
- Total assets, end of year
- $1,098,094,041
- Total liabilities, end of year
- $718,164,785
- Net assets or fund balances, end of year
- $379,929,256
- Program services expenses (Part IX)
- $2,563,963,081
- Management and general expenses
- $74,034,846
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $2,563,963,081
Program services were 97.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
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
-
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
- 10 + 40 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
- 10 + 40 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
- 10 + 40 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
-
EILEEN AUEN
DIR, EXEC. CHAIR (START 9/24)
- Total calculated
- $533,336
- From this org
- $533,336
- From related orgs
- $0
- Other
- $0
- Hours/week
- 10 + 50 related
Schedule J breakdown matched by us
- Base
- $0
- Bonus
- $0
- Other
- $533,336
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $533,336
-
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
- $141,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 3 related
-
BERTRAM L SCOTT
LEAD DIR/VICE CHR(START 10/24)
- Total calculated
- $138,000
- From this org
- $138,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 3 related
-
MICHAEL SHEA
DIRECTOR
- Total calculated
- $136,000
- From this org
- $136,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 3 related
-
TODD WHITBECK
DIRECTOR
- Total calculated
- $135,500
- From this org
- $135,500
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 3 related
-
HEDWIG VEITH WHITNEY
DIRECTOR
- Total calculated
- $135,000
- From this org
- $135,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 3 related
-
GREGORY D TRANTER
DIRECTOR
- Total calculated
- $133,000
- From this org
- $133,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 3 related
-
PETER SLAVIN MD
DIRECTOR (END 9/24)
- Total calculated
- $124,306
- From this org
- $124,306
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 3 related
-
RAYMOND PAWLICKI
DIRECTOR
- Total calculated
- $120,000
- From this org
- $120,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 3 related
-
IRINA SIMMONS
DIRECTOR (END 6/24)
- Total calculated
- $79,778
- From this org
- $79,778
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 3 related
-
JOYCE MURPHY
DIRECTOR (END 6/24)
- Total calculated
- $79,778
- From this org
- $79,778
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 3 related
-
GAUROV DAYAL MD
DIRECTOR (START 6/24)
- Total calculated
- $44,695
- From this org
- $44,695
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 7 related
-
ELIZABETH BIERBOWER
DIRECTOR (START 6/24)
- Total calculated
- $42,223
- From this org
- $42,223
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 7 related
-
MICHAEL TARNOFF MD
DIRECTOR (START 12/24)
- Total calculated
- $0
- Hours/week
- 0
-
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 HARVARD PILGRIM HEALTH CARE, 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 PAYMENTS THE FOLLOWING SENIOR LEADERS ALSO RECEIVED SEVERANCE PAYMENTS IN 2024: CAIN HAYES = $292,731 TRACEY CARTER = $483,832 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
-
$6,000,000
FUND OPERATIONS
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 INSURA · 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
-
TUFTS ASSOC HEALTH MAINTEN ORG INC
501(C)(4) · HMO · MA · controlled entity
Directly controlled by P32H
-
CARE PARTNERS OF CONNECTICUT INC
501(C)(4) · HMO · CT · controlled entity
Directly controlled by TAHMO
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.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
HARVARD PILGRIM HEALTH CARE INST LLC
RESEARCH · MA · income $40,919,783 · assets $85,701,429
Directly controlled by HPHCINC
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
CAREPARTNERS OF CT HOLDINGS LLC
n/a · HOLDING COMPA · CT
Directly controlled by TAHMO
-
CLARION MANAGEMENT SOLUTIONS LLC
N/A · CLINICAL CONS · DE
Directly controlled by EH NEXUS
-
N/A · HOLDING COMPA · MA
Directly controlled by HEALTH PLANS
-
N/A · SELF INSURANC · DE
Directly controlled by EH NEXUS
-
N/A · HEALTHCARE · CA
Directly controlled by TAHMO
-
N/A · HEALTHCARE · CA
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 · 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 · 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
- 202513219349318341
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