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← KAISER FOUNDATION HEALTH PLAN OF THE MID ATLANTIC STATES INC

Form 990 for tax year 2024

Filed by KAISER FOUNDATION HEALTH PLAN OF THE MID ATLANTIC STATES INC.

Totals

Total revenue
$6,001,990,257
Total expenses
$6,177,281,263
Contributions and grants received
$35,468,914
Grants paid
$2,702,299
Program services expenses (Part IX)
$5,858,800,359
Management and general expenses
$318,480,904
Fundraising expenses
$0
Program service expenses (Part III)
$5,858,800,359

Program services were 94.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Gregory Adams

    Chairman & CEO

    Total calculated
    $12,976,050
    From this org
    $0
    From related orgs
    $12,789,811
    Other
    $186,239
    Hours/week
    4 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $2,195,616 related
    Bonus
    $0 + $9,348,865 related
    Other
    $0 + $1,245,330 related
    Deferred
    $0 + $152,508 related
    Nontaxable benefits
    $0 + $33,731 related
    Filer's total
    $0 + $12,976,050 related

  • Kimberly Horn

    EVP, Group President, MOC

    Total calculated
    $6,474,308
    From this org
    $0
    From related orgs
    $5,678,798
    Other
    $795,510
    Hours/week
    3.5 + 46.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $26,092 related
    Bonus
    $0 + $2,984,810 related
    Other
    $0 + $2,667,896 related
    Deferred
    $0 + $793,971 related
    Nontaxable benefits
    $0 + $1,539 related
    Filer's total
    $0 + $6,474,308 related

  • Janet Liang

    EVP, Group President & COO

    Total calculated
    $5,011,705
    From this org
    $0
    From related orgs
    $4,322,020
    Other
    $689,685
    Hours/week
    3.5 + 46.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,312,190 related
    Bonus
    $0 + $2,487,529 related
    Other
    $0 + $522,301 related
    Deferred
    $0 + $643,461 related
    Nontaxable benefits
    $0 + $46,224 related
    Filer's total
    $0 + $5,011,705 related

  • Kathryn Lancaster

    EVP & CFO

    Total calculated
    $5,004,087
    From this org
    $0
    From related orgs
    $4,850,102
    Other
    $153,985
    Hours/week
    3.5 + 46.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,322,140 related
    Bonus
    $0 + $2,987,353 related
    Other
    $0 + $540,609 related
    Deferred
    $0 + $132,955 related
    Nontaxable benefits
    $0 + $21,030 related
    Filer's total
    $0 + $5,004,087 related

  • Brandon Cuevas

    EVP, Health Plan

    Total calculated
    $4,354,878
    From this org
    $0
    From related orgs
    $3,512,002
    Other
    $842,876
    Hours/week
    4 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,314,589 related
    Bonus
    $0 + $345,958 related
    Other
    $0 + $1,851,455 related
    Deferred
    $0 + $807,302 related
    Nontaxable benefits
    $0 + $35,574 related
    Filer's total
    $0 + $4,354,878 related

  • Vanessa Benavides

    EVP,Chief Legal Officer & Secy

    Total calculated
    $2,623,191
    From this org
    $0
    From related orgs
    $2,137,057
    Other
    $486,134
    Hours/week
    1.5 + 48.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $741,798 related
    Bonus
    $0 + $1,068,967 related
    Other
    $0 + $326,292 related
    Deferred
    $0 + $463,381 related
    Nontaxable benefits
    $0 + $22,753 related
    Filer's total
    $0 + $2,623,191 related

  • David Thomason

    SVP,Corporate Controller & CAO

    Total calculated
    $1,811,075
    From this org
    $0
    From related orgs
    $1,720,465
    Other
    $90,610
    Hours/week
    3.5 + 46.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $477,195 related
    Bonus
    $0 + $232,034 related
    Other
    $0 + $1,011,236 related
    Deferred
    $0 + $75,665 related
    Nontaxable benefits
    $0 + $14,945 related
    Filer's total
    $0 + $1,811,075 related

  • Thomas Meier

    SVP, Corporate Treasurer

    Total calculated
    $1,640,974
    From this org
    $0
    From related orgs
    $1,502,528
    Other
    $138,446
    Hours/week
    1.5 + 48.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $607,868 related
    Bonus
    $0 + $766,177 related
    Other
    $0 + $128,483 related
    Deferred
    $0 + $112,281 related
    Nontaxable benefits
    $0 + $26,165 related
    Filer's total
    $0 + $1,640,974 related

  • Ruth Williams-Brinkley

    Regional President - MAS

    Total calculated
    $1,531,279
    From this org
    $0
    From related orgs
    $1,528,589
    Other
    $2,690
    Hours/week
    45 + 5 related

    Schedule J breakdown matched by us

    Base
    $0 + $26,176 related
    Bonus
    $0 + $1,070,690 related
    Other
    $0 + $431,723 related
    Deferred
    $0 + $1,607 related
    Nontaxable benefits
    $0 + $1,083 related
    Filer's total
    $0 + $1,531,279 related

  • Alfonse Upshaw

    SVP, CFO - NCAL

    Total calculated
    $1,461,303
    From this org
    $0
    From related orgs
    $1,240,525
    Other
    $220,778
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $550,885 related
    Bonus
    $0 + $644,452 related
    Other
    $0 + $45,188 related
    Deferred
    $0 + $183,201 related
    Nontaxable benefits
    $0 + $37,577 related
    Filer's total
    $0 + $1,461,303 related

  • Israel Rocha

    Regional President - MAS

    Total calculated
    $1,273,569
    From this org
    $0
    From related orgs
    $952,733
    Other
    $320,836
    Hours/week
    45 + 5 related

    Schedule J breakdown matched by us

    Base
    $0 + $823,086 related
    Bonus
    $0
    Other
    $0 + $129,647 related
    Deferred
    $0 + $288,954 related
    Nontaxable benefits
    $0 + $31,882 related
    Filer's total
    $0 + $1,273,569 related

  • Frank Titus

    SVP, Group Operations

    Total calculated
    $1,191,735
    From this org
    $0
    From related orgs
    $995,886
    Other
    $195,849
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $533,144 related
    Bonus
    $0 + $443,454 related
    Other
    $0 + $19,288 related
    Deferred
    $0 + $174,633 related
    Nontaxable benefits
    $0 + $21,216 related
    Filer's total
    $0 + $1,191,735 related

  • Arthur Southam

    EVP, Health Plan Ops & CGO

    Total calculated
    $1,120,683
    From this org
    $0
    From related orgs
    $1,120,683
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0 + $1,110,796 related
    Other
    $0 + $9,887 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $1,120,683 related

  • Jalena Bingham

    Assistant Secretary

    Total calculated
    $1,094,758
    From this org
    $0
    From related orgs
    $911,755
    Other
    $183,003
    Hours/week
    4 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $466,055 related
    Bonus
    $0 + $327,394 related
    Other
    $0 + $118,306 related
    Deferred
    $0 + $157,374 related
    Nontaxable benefits
    $0 + $25,629 related
    Filer's total
    $0 + $1,094,758 related

  • Mark Zemelman

    SVP, General Counsel & Secy

    Total calculated
    $1,057,476
    From this org
    $0
    From related orgs
    $257,774
    Other
    $799,702
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $257,774 related
    Deferred
    $0 + $799,702 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $1,057,476 related

  • Emily Holliman

    VP, COO - MAS

    Total calculated
    $1,002,894
    From this org
    $0
    From related orgs
    $851,493
    Other
    $151,401
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $519,596 related
    Bonus
    $0 + $119,697 related
    Other
    $0 + $212,200 related
    Deferred
    $0 + $116,778 related
    Nontaxable benefits
    $0 + $34,623 related
    Filer's total
    $0 + $1,002,894 related

  • Machelle Behzadi

    VP, Quality and Service

    Total calculated
    $940,938
    From this org
    $0
    From related orgs
    $786,129
    Other
    $154,809
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $334,392 related
    Bonus
    $0 + $218,783 related
    Other
    $0 + $232,954 related
    Deferred
    $0 + $113,899 related
    Nontaxable benefits
    $0 + $40,910 related
    Filer's total
    $0 + $940,938 related

  • Ryan Jenson

    Interim Corp Controller & CAO

    Total calculated
    $897,048
    From this org
    $0
    From related orgs
    $763,515
    Other
    $133,533
    Hours/week
    3.5 + 46.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $366,261 related
    Bonus
    $0 + $317,919 related
    Other
    $0 + $79,335 related
    Deferred
    $0 + $99,350 related
    Nontaxable benefits
    $0 + $34,183 related
    Filer's total
    $0 + $897,048 related

  • Caroline Masikonde

    VP, Delivery System Operations

    Total calculated
    $781,076
    From this org
    $0
    From related orgs
    $576,163
    Other
    $204,913
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $179,918 related
    Bonus
    $0 + $116,841 related
    Other
    $0 + $279,404 related
    Deferred
    $0 + $185,214 related
    Nontaxable benefits
    $0 + $19,699 related
    Filer's total
    $0 + $781,076 related

  • William Wiechmann

    Assistant Secretary

    Total calculated
    $780,266
    From this org
    $0
    From related orgs
    $646,256
    Other
    $134,010
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $339,631 related
    Bonus
    $0 + $242,412 related
    Other
    $0 + $64,213 related
    Deferred
    $0 + $97,557 related
    Nontaxable benefits
    $0 + $36,453 related
    Filer's total
    $0 + $780,266 related

  • Kristin Bear

    Assistant Secretary

    Total calculated
    $762,657
    From this org
    $0
    From related orgs
    $574,157
    Other
    $188,500
    Hours/week
    4 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $367,306 related
    Bonus
    $0 + $164,176 related
    Other
    $0 + $42,675 related
    Deferred
    $0 + $162,023 related
    Nontaxable benefits
    $0 + $26,477 related
    Filer's total
    $0 + $762,657 related

  • Angela Beaudry

    VP, HR - MAS

    Total calculated
    $744,123
    From this org
    $0
    From related orgs
    $656,369
    Other
    $87,754
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $266,025 related
    Bonus
    $0 + $164,326 related
    Other
    $0 + $226,018 related
    Deferred
    $0 + $52,432 related
    Nontaxable benefits
    $0 + $35,322 related
    Filer's total
    $0 + $744,123 related

  • Dana Forster

    VP, Ambulatory Care & Clin Svc

    Total calculated
    $737,105
    From this org
    $0
    From related orgs
    $557,576
    Other
    $179,529
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $304,130 related
    Bonus
    $0 + $211,320 related
    Other
    $0 + $42,126 related
    Deferred
    $0 + $143,598 related
    Nontaxable benefits
    $0 + $35,931 related
    Filer's total
    $0 + $737,105 related

  • Gracelyn McDermott

    VP, MSBD - MAS

    Total calculated
    $733,818
    From this org
    $0
    From related orgs
    $583,909
    Other
    $149,909
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $345,748 related
    Bonus
    $0 + $220,351 related
    Other
    $0 + $17,810 related
    Deferred
    $0 + $113,423 related
    Nontaxable benefits
    $0 + $36,486 related
    Filer's total
    $0 + $733,818 related

  • Cynthia Cifuentes-Finkel

    VP, Mktg Comm & Cmty Relations

    Total calculated
    $712,956
    From this org
    $0
    From related orgs
    $572,719
    Other
    $140,237
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $308,138 related
    Bonus
    $0 + $225,244 related
    Other
    $0 + $39,337 related
    Deferred
    $0 + $101,751 related
    Nontaxable benefits
    $0 + $38,486 related
    Filer's total
    $0 + $712,956 related

  • Christina Lockwood

    Assistant Secretary

    Total calculated
    $697,966
    From this org
    $0
    From related orgs
    $562,627
    Other
    $135,339
    Hours/week
    1.5 + 48.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $346,992 related
    Bonus
    $0 + $174,554 related
    Other
    $0 + $41,081 related
    Deferred
    $0 + $107,957 related
    Nontaxable benefits
    $0 + $27,382 related
    Filer's total
    $0 + $697,966 related

  • Jeanine Maier

    VP, Care Delivery Apptg

    Total calculated
    $621,947
    From this org
    $0
    From related orgs
    $496,818
    Other
    $125,129
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $335,572 related
    Bonus
    $0 + $145,277 related
    Other
    $0 + $15,969 related
    Deferred
    $0 + $91,871 related
    Nontaxable benefits
    $0 + $33,258 related
    Filer's total
    $0 + $621,947 related

  • Donald Orndoff

    SVP, NFS

    Total calculated
    $549,210
    From this org
    $0
    From related orgs
    $549,210
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0 + $235,980 related
    Other
    $0 + $313,230 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $549,210 related

  • Jennifer Valentine

    ED, FP&A

    Total calculated
    $402,278
    From this org
    $0
    From related orgs
    $364,198
    Other
    $38,080
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $241,721 related
    Bonus
    $0 + $70,268 related
    Other
    $0 + $52,209 related
    Deferred
    $0 + $25,658 related
    Nontaxable benefits
    $0 + $12,422 related
    Filer's total
    $0 + $402,278 related

  • Judith A Johansen JD

    Director

    Total calculated
    $355,485
    From this org
    $0
    From related orgs
    $315,000
    Other
    $40,485
    Hours/week
    0.5 + 9.1 related

    Schedule J breakdown matched by us

    Base
    $0 + $315,000 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $40,485 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $355,485 related

  • Jeffrey E Epstein

    Director

    Total calculated
    $343,632
    From this org
    $0
    From related orgs
    $304,160
    Other
    $39,472
    Hours/week
    0.5 + 7.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $292,500 related
    Bonus
    $0
    Other
    $0 + $11,660 related
    Deferred
    $0 + $39,472 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $343,632 related

  • A Eugene Washington MD

    Director

    Total calculated
    $330,986
    From this org
    $0
    From related orgs
    $299,500
    Other
    $31,486
    Hours/week
    0.25 + 6.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $299,500 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $31,486 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $330,986 related

  • Hong-Sze Yu

    VP, Brd & Corp Gov & Asst Secy

    Total calculated
    $315,232
    From this org
    $0
    From related orgs
    $307,089
    Other
    $8,143
    Hours/week
    3.5 + 46.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $46,282 related
    Bonus
    $0 + $198,720 related
    Other
    $0 + $62,087 related
    Deferred
    $0 + $2,338 related
    Nontaxable benefits
    $0 + $5,805 related
    Filer's total
    $0 + $315,232 related

  • Ramon F Baez

    Director

    Total calculated
    $309,788
    From this org
    $0
    From related orgs
    $279,143
    Other
    $30,645
    Hours/week
    0.06 + 3.08 related

    Schedule J breakdown matched by us

    Base
    $0 + $262,000 related
    Bonus
    $0
    Other
    $0 + $17,143 related
    Deferred
    $0 + $30,645 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $309,788 related

  • David F Hoffmeister

    Director

    Total calculated
    $308,558
    From this org
    $0
    From related orgs
    $279,643
    Other
    $28,915
    Hours/week
    0.3 + 9.1 related

    Schedule J breakdown matched by us

    Base
    $0 + $262,500 related
    Bonus
    $0
    Other
    $0 + $17,143 related
    Deferred
    $0 + $28,915 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $308,558 related

  • Leslie S Heisz

    Director

    Total calculated
    $303,257
    From this org
    $0
    From related orgs
    $266,174
    Other
    $37,083
    Hours/week
    0.3 + 5.7 related

    Schedule J breakdown matched by us

    Base
    $0 + $242,500 related
    Bonus
    $0
    Other
    $0 + $23,674 related
    Deferred
    $0 + $37,083 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $303,257 related

  • Regina M Benjamin MD MBA

    Director

    Total calculated
    $302,115
    From this org
    $8,000
    From related orgs
    $220,810
    Other
    $73,305
    Hours/week
    0.5 + 7.5 related

    Schedule J breakdown matched by us

    Base
    $8,000 + $209,500 related
    Bonus
    $0
    Other
    $0 + $11,310 related
    Deferred
    $0 + $73,305 related
    Nontaxable benefits
    $0
    Filer's total
    $8,000 + $294,115 related

  • Jenny J Ming

    Director

    Total calculated
    $283,701
    From this org
    $0
    From related orgs
    $249,324
    Other
    $34,377
    Hours/week
    0.3 + 4.6 related

    Schedule J breakdown matched by us

    Base
    $0 + $225,000 related
    Bonus
    $0
    Other
    $0 + $24,324 related
    Deferred
    $0 + $34,377 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $283,701 related

  • Richard P Shannon MD

    Director

    Total calculated
    $283,650
    From this org
    $0
    From related orgs
    $226,367
    Other
    $57,283
    Hours/week
    0.5 + 5.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $225,500 related
    Bonus
    $0
    Other
    $0 + $867 related
    Deferred
    $0 + $57,283 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $283,650 related

  • David J Barger

    Director

    Total calculated
    $275,992
    From this org
    $0
    From related orgs
    $238,367
    Other
    $37,625
    Hours/week
    0.5 + 10.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $237,500 related
    Bonus
    $0
    Other
    $0 + $867 related
    Deferred
    $0 + $37,625 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $275,992 related

  • Vivek Sharma

    Director

    Total calculated
    $261,643
    From this org
    $0
    From related orgs
    $261,643
    Other
    $0
    Hours/week
    0.1 + 0.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $237,500 related
    Bonus
    $0
    Other
    $0 + $24,143 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $261,643 related

  • Maryann Bodayle

    Assistant Secretary

    Total calculated
    $256,990
    From this org
    $0
    From related orgs
    $205,630
    Other
    $51,360
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $185,512 related
    Bonus
    $0 + $17,770 related
    Other
    $0 + $2,348 related
    Deferred
    $0 + $38,740 related
    Nontaxable benefits
    $0 + $12,620 related
    Filer's total
    $0 + $256,990 related

  • Matthew T Ryan

    Director

    Total calculated
    $249,715
    From this org
    $0
    From related orgs
    $249,715
    Other
    $0
    Hours/week
    0.25 + 7.75 related

    Schedule J breakdown matched by us

    Base
    $0 + $232,500 related
    Bonus
    $0
    Other
    $0 + $17,215 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $249,715 related

  • Edward Y W Pei

    Director

    Total calculated
    $62,658
    From this org
    $0
    From related orgs
    $62,658
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $62,658 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $62,658 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

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

SCHEDULE J, PART I, LINE 3
THE FILING ORGANIZATION RELIED ON A RELATED ORGANIZATION THAT USED ONE OR MORE OF THE METHODS DESCRIBED BELOW TO ESTABLISH THE TOP MANAGEMENT OFFICIALS' COMPENSATION: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - WRITTEN EMPLOYMENT CONTRACT - COMPENSATION SURVEY OR STUDY, AND - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE OF A RELATED ORGANIZATION.
SCHEDULE J, PART I, LINE 4a
Kimberly Horn $1,757,734 Mark Zemelman $ 244,000 Caroline Masikonde $ 183,486 Donald Orndoff $ 313,141 LISTED PERSONS PARTICIPATED IN SEPARATION ARRANGEMENTS. DEPENDING ON POSITION LEVEL, TENURE, AND SEPARATION REASON, BENEFITS PAYABLE UNDER THESE ARRANGEMENTS PROVIDE FOR PAY AND HEALTH BENEFITS CONTINUATION PLUS PAYMENT OF ACCRUED OBLIGATIONS. IN ADDITION, FOR SOME OF THE LISTED PERSONS, BENEFITS PAYABLE INCLUDE PRORATED INCENTIVE AWARDS FOR PERFORMANCE PERIODS NOT YET ENDED. NONE OF THE LISTED PERSONS PARTICIPATED IN ARRANGEMENTS ENTITLING THEM TO CHANGE-OF-CONTROL PAYMENTS.
SCHEDULE J, PART I, LINE 4B
SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PAYMENT Gregory Adams $1,053,099 Kimberly Horn $ 402,922 Janet Liang $ 468,410 Kathryn Lancaster $ 476,638 Vanessa Benavides $ 269,030 Thomas Meier $ 87,285 Ruth Williams-Brinkley $ 275,912 Jalena Bingham $ 76,315 Machelle Behzadi $ 203,539 Ryan Jenson $ 62,699 Caroline Masikonde $ 86,465 William Wiechmann $ 41,960 Hong-Sze Yu $ 56,362 SOME OF THE PARTICIPANTS LISTED IN SCHEDULE J, PART II PARTICIPATED IN NONQUALIFIED SUPPLEMENTAL RETIREMENT PLANS. UNDER THESE PLANS, THE ORGANIZATION MAKES ANNUAL CONTRIBUTIONS TO A NOTIONAL ACCOUNT ON BEHALF OF EACH PARTICIPANT. CONTRIBUTIONS VARY BY POSITION, LEVEL AND PAY, AND VEST OVER TIME BASED ON AGE AND/OR SERVICE. PARTICIPANT ACCOUNTS ARE CREDITED WITH A FIXED RATE OF INTEREST, INVESTED IN AVAILABLE MUTUAL FUNDS OR A COMBINATION OF BOTH. CERTAIN OFFICERS ACCRUE A BENEFIT THAT VESTS BASED ON AGE AND SERVICE AND TARGETS A PERCENTAGE OF FINAL AVERAGE PAY LESS PRIOR PLAN OFFSETS. UNVESTED AMOUNTS ARE SUBJECT TO RISK OF FORFEITURE.
SCHEDULE J, PART I, LINE 7
NON-FIXED PAYMENTS THE ORGANIZATION PROVIDED NON-FIXED PAYMENTS TO SOME OF THE PERSONS LISTED. PAYMENTS WERE MADE UNDER DISCRETIONARY BONUS PROGRAMS AND INCENTIVE PLANS, BASED ON ATTAINMENT OF ORGANIZATIONAL PERFORMANCE GOALS AND INDIVIDUAL PERFORMANCE, DESIGNED TO SUPPORT THE ORGANIZATION'S MISSION TO PROVIDE HIGH-QUALITY, AFFORDABLE CARE AND IMPROVE THE HEALTH OF ITS MEMBERS AND THE COMMUNITIES IT SERVES. THE PLANS' ORGANIZATIONAL PERFORMANCE GOALS INCLUDED: QUALITY OF CARE AND SERVICE, MEMBERSHIP GROWTH, OPERATING INCOME, PER MEMBER EXPENSE TREND, AND COMMUNITY BENEFIT. PLAN DESIGNS, PERFORMANCE, AND PAYOUT LEVELS, AS WELL AS INDIVIDUAL PAYMENTS TO CERTAIN PERSONS, WERE REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS, COMPRISED OF INDEPENDENT DIRECTORS.
SCHEDULE J, PART II, COLUMN F
AMOUNTS INCLUDED IN SCHEDULE J, PART II, COLUMN F INCLUDE AMOUNTS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION, AS WELL AS DISTRIBUTIONS FROM A 457(B) PLAN THAT WERE PREVIOUSLY REPORTED AS REPORTABLE COMPENSATION IN ACCORDANCE WITH FORM 990 INSTRUCTIONS.
SCHEDULE J, PART II, COLUMN C
ACTUARIAL VALUES FOR THE DEFINED BENEFIT PLAN REFLECT A REFINEMENT TO THE VALUATION APPROACH TO INCORPORATE LIABILITIES FOR SUPPLEMENTAL BENEFITS PROVIDED BY PRIOR PLANS THAT HAD PREVIOUSLY BEEN MERGED INTO THE CURRENT PLAN. ACTUAL DISTRIBUTIONS FROM THE DEFINED BENEFIT PLAN UPON RETIREMENT REMAIN UNCHANGED AS THE SUPPLEMENTAL BENEFITS HAVE PREVIOUSLY BEEN REFLECTED FOR OTHER FINANCIAL REPORTING AND BENEFIT ADMINISTRATION PURPOSES.
SCHEDULE J, PART II, COLUMN B(iii)
A PORTION OF THE SEVERANCE PAYMENTS INCLUDED AS REPORTABLE COMPENSATION IN SCHEDULE J, PART II, COLUMN B(iii) WAS NOT PREVIOUSLY DISCLOSED IN SCHEDULE J, PART II, COLUMN C IN THE YEAR OF SEPARATION. All related severance amounts previously paid were properly reported in prior year's Schedule J and Form 990, Part VII.

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

The 10 largest by cash amount. The API serves every itemized grant.

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
22 October 2025
IRS schema version
2024v5.2
Source object
202513219349309376

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

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