Skip to content
Nonprofiteer
← DELTA DENTAL PLAN OF OHIO

Form 990 for tax year 2024

Filed by DELTA DENTAL PLAN OF OHIO.

Totals

Total revenue
$426,220,564
Total expenses
$412,236,813
Contributions and grants received
$0
Grants paid
$767,192
Program services expenses (Part IX)
$388,799,759
Management and general expenses
$23,437,054
Fundraising expenses
$0
Program service expenses (Part III)
$388,799,759

Program services were 94.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • CAROLE SIMONETTI-WATKINS

    CHAIR

    Total calculated
    $71,992
    From this org
    $45,996
    From related orgs
    $25,996
    Other
    $0
    Hours/week
    5 + 6 related

  • FRANK BUZAKI JR

    CHAIR - PART YEAR

    Total calculated
    $43,750
    From this org
    $6,169
    From related orgs
    $14,581
    Other
    $23,000
    Hours/week
    5 + 5 related

  • POE A TIMMONS CPA

    VICE CHAIR

    Total calculated
    $89,089
    From this org
    $42,000
    From related orgs
    $47,089
    Other
    $0
    Hours/week
    5 + 10 related

  • CANISE Y WRIGHT BEAN DMD

    DIRECTOR

    Total calculated
    $42,000
    From this org
    $42,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • CHRISTOPHER T FISHER

    DIRECTOR

    Total calculated
    $167,004
    From this org
    $42,000
    From related orgs
    $125,004
    Other
    $0
    Hours/week
    5 + 10 related

    Schedule J breakdown matched by us

    Base
    $42,000 + $125,004 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $42,000 + $125,004 related

  • MARK E BRONSON DDS

    DIRECTOR

    Total calculated
    $24,500
    From this org
    $24,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • MICHAEL S STULL

    DIRECTOR

    Total calculated
    $42,000
    From this org
    $42,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • TIMOTHY E MOFFIT DBA

    DIRECTOR - PART YEAR

    Total calculated
    $24,500
    From this org
    $24,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • AMY L BASEL CPA

    EVP/CFO & CRO/TREASURER

    Total calculated
    $3,169,998
    From this org
    $0
    From related orgs
    $2,481,908
    Other
    $688,090
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $552,581 related
    Bonus
    $0 + $968,814 related
    Other
    $0 + $960,513 related
    Deferred
    $0 + $660,849 related
    Nontaxable benefits
    $0 + $27,241 related
    Filer's total
    $0 + $3,169,998 related

  • ANTHONY D ROBINSON

    EVP, CMO & CRO

    Total calculated
    $3,627,421
    From this org
    $0
    From related orgs
    $2,839,357
    Other
    $788,064
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $652,874 related
    Bonus
    $0 + $1,038,809 related
    Other
    $0 + $1,147,674 related
    Deferred
    $0 + $760,823 related
    Nontaxable benefits
    $0 + $27,241 related
    Filer's total
    $0 + $3,627,421 related

  • GORAN M JURKOVIC CPA

    PRESIDENT & CEO

    Total calculated
    $12,173,362
    From this org
    $0
    From related orgs
    $9,457,582
    Other
    $2,715,780
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,511,908 related
    Bonus
    $0 + $3,756,580 related
    Other
    $0 + $4,189,094 related
    Deferred
    $0 + $2,688,539 related
    Nontaxable benefits
    $0 + $27,241 related
    Filer's total
    $0 + $12,173,362 related

  • JEFFREY W JOHNSTON DDS MS

    SVP & CHIEF SCIENCE OFFICER

    Total calculated
    $636,761
    From this org
    $0
    From related orgs
    $517,662
    Other
    $119,099
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $350,158 related
    Bonus
    $0 + $160,568 related
    Other
    $0 + $6,936 related
    Deferred
    $0 + $100,022 related
    Nontaxable benefits
    $0 + $19,077 related
    Filer's total
    $0 + $636,761 related

  • SUE ELLEN JENKINS

    EVP, CHIEF LEGAL OFFICER, CAO & SECRETARY

    Total calculated
    $3,291,045
    From this org
    $0
    From related orgs
    $2,838,668
    Other
    $452,377
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $567,525 related
    Bonus
    $0 + $1,037,144 related
    Other
    $0 + $1,233,999 related
    Deferred
    $0 + $447,227 related
    Nontaxable benefits
    $0 + $5,150 related
    Filer's total
    $0 + $3,291,045 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 · Travel for companions
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 4b · Supplemental nonqualified retirement plan

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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 1a Travel for companions
TRAVEL MAY BE AVAILABLE TO SPOUSES ON OCCASION AND WOULD BE TREATED AS TAXABLE INCOME TO THE BOARD MEMBER OR EMPLOYEE AS APPROPRIATE.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
A RELATED ORGANIZATION, DELTA DENTAL PLAN OF MICHIGAN, HAS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP). IN ORDER TO BE ELIGIBLE FOR THE SERP, AN EMPLOYEE MUST BE AN EXECUTIVE VICE PRESIDENT OR HIGHER AND ADDED TO THE PLAN BY THE BOARD OF DIRECTORS. THE SERP BENEFITS ARE REVIEWED AS PART OF THE TOTAL COMPENSATION BY AN INDEPENDENT CONSULTANT; TOWERS WATSON. IN 2024, GORAN JURKOVIC, AMY BASEL, ANTHONY ROBINSON, AND SUE ELLEN JENKINS ACCRUED BENEFITS AS PARTICIPANTS IN THE SERP PLANS. GORAN JURKOVIC, AMY BASEL, ANTHONY ROBINSON, AND SUE ELLEN JENKINS BECAME VESTED IN A PORTION OF THEIR ACCRUED BENEFITS AND, AS REQUIRED BY THE IRS, THE VESTED PORTION WAS TREATED AS TAXABLE WAGES DURING 2024. THESE WAGES WERE ALSO REPORTED ON SCHEDULE J AS COMPENSATION THAT HAS BEEN REPORTED AS DEFFERED ON PRIOR FORM 990S.
Schedule J, Part I, Line 3
THE CEO IS A W-2 EMPLOYEE OF A RELATED ORGANIZATION, DELTA DENTAL PLAN OF MICHIGAN, INC. COMPENSATION IS DETERMINED BY THAT ENTITY. THE DELTA DENTAL PLAN OF MICHIGAN, INC. COMPENSATION COMMITTEE REVIEWS PERFORMANCE AND SETS TOTAL COMPENSATION. EVERY TWO YEARS, A STUDY IS PERFORMED BY TOWERS WATSON AND THE DATA IS USED IN COMPENSATION DECISIONS. THE INDEPENDENT CONSULTANT PROVIDES AN OPINION AS TO THE REASONABLENESS AND APPROPRIATENESS OF THE TOTAL COMPENSATION, INCLUDING BASE PAY, INCENTIVE, BENEFITS AND RETIREMENT BENEFITS.

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

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
2024
Filed
13 November 2025
IRS schema version
2024v5.1
Source object
202533179349309748

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

The source document this was parsed from is served over the API, which is where bulk and document access live.