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Nonprofiteer
← MASS GENERAL BRIGHAM HEALTH PLAN INC

Form 990 for tax year 2022

Filed by MASS GENERAL BRIGHAM HEALTH PLAN INC.

What the amendment changed

Compared with the return it replaced , filed 14 November 2023. 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.

Listed only on the earlier return

  • RAUL MEDINA

Listed only on the later return

  • RAUL MEDINA GOMEZ

Totals

Total revenue
$911,720,154
Total expenses
$947,198,246
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$910,582,899
Investment income
$1,137,255
Other revenue
$0
Total assets, end of year
$323,847,785
Total liabilities, end of year
$199,561,298
Net assets or fund balances, end of year
$124,286,487
Program services expenses (Part IX)
$934,497,284
Management and general expenses
$12,700,962
Fundraising expenses
$0
Program service expenses (Part III)
$934,497,284

Program services were 98.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • STEVEN J TRINGALE

    PRESIDENT & DIRECTOR

    Total calculated
    $914,360
    From this org
    $0
    From related orgs
    $868,051
    Other
    $46,309
    Hours/week
    50 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $673,307 related
    Bonus
    $0 + $100,000 related
    Other
    $0 + $94,744 related
    Deferred
    $0 + $30,500 related
    Nontaxable benefits
    $0 + $15,809 related
    Filer's total
    $0 + $914,360 related

  • ALAN ANTHONY JAMES

    DIRECTOR

    Total calculated
    $864,117
    From this org
    $0
    From related orgs
    $803,809
    Other
    $60,308
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $659,215 related
    Bonus
    $0 + $58,991 related
    Other
    $0 + $85,603 related
    Deferred
    $0 + $33,550 related
    Nontaxable benefits
    $0 + $26,758 related
    Filer's total
    $0 + $864,117 related

  • MATTHEW FISHMAN

    DIRECTOR

    Total calculated
    $541,480
    From this org
    $0
    From related orgs
    $483,478
    Other
    $58,002
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $407,953 related
    Bonus
    $0
    Other
    $0 + $75,525 related
    Deferred
    $0 + $33,640 related
    Nontaxable benefits
    $0 + $24,362 related
    Filer's total
    $0 + $541,480 related

  • CLARITZA N ABREU

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • RICHARD E HOLBROOK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JAMES W HUNT JR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • LESLEE L KILEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ANTONIA G MCGUIRE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • RAUL MEDINA GOMEZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ANNE M WILKINS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • NIYUM GANDHI

    TREASURER

    Total calculated
    $1,787,242
    From this org
    $0
    From related orgs
    $1,746,250
    Other
    $40,992
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,459,480 related
    Bonus
    $0 + $100,000 related
    Other
    $0 + $186,770 related
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0 + $22,692 related
    Filer's total
    $0 + $1,787,242 related

  • JOHN R HIGHAM ESQ

    SECRETARY

    Total calculated
    $497,470
    From this org
    $0
    From related orgs
    $440,853
    Other
    $56,617
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $377,556 related
    Bonus
    $0 + $21,471 related
    Other
    $0 + $41,826 related
    Deferred
    $0 + $33,550 related
    Nontaxable benefits
    $0 + $23,067 related
    Filer's total
    $0 + $497,470 related

  • LUCIA SILVA

    CHIEF FINANCIAL OFFICER

    Total calculated
    $492,362
    From this org
    $0
    From related orgs
    $455,655
    Other
    $36,707
    Hours/week
    50 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $357,796 related
    Bonus
    $0 + $44,800 related
    Other
    $0 + $53,059 related
    Deferred
    $0 + $11,357 related
    Nontaxable benefits
    $0 + $25,350 related
    Filer's total
    $0 + $492,362 related

  • LINDSAY E JUBELT MD

    CHIEF POPULATION HEALTH OFF., CMO

    Total calculated
    $945,431
    From this org
    $0
    From related orgs
    $917,215
    Other
    $28,216
    Hours/week
    50 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $750,343 related
    Bonus
    $0 + $92,840 related
    Other
    $0 + $74,032 related
    Deferred
    $0 + $21,350 related
    Nontaxable benefits
    $0 + $6,866 related
    Filer's total
    $0 + $945,431 related

  • FARAH SHAFI

    DEPUTY CHIEF MEDICAL OFFICER

    Total calculated
    $594,104
    From this org
    $0
    From related orgs
    $559,776
    Other
    $34,328
    Hours/week
    50 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $452,163 related
    Bonus
    $0 + $54,909 related
    Other
    $0 + $52,704 related
    Deferred
    $0 + $24,400 related
    Nontaxable benefits
    $0 + $9,928 related
    Filer's total
    $0 + $594,104 related

  • SUJATA SANGHVI

    CHIEF ACTUARY

    Total calculated
    $586,237
    From this org
    $0
    From related orgs
    $524,388
    Other
    $61,849
    Hours/week
    50 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $434,786 related
    Bonus
    $0 + $51,415 related
    Other
    $0 + $38,187 related
    Deferred
    $0 + $27,450 related
    Nontaxable benefits
    $0 + $34,399 related
    Filer's total
    $0 + $586,237 related

  • MARK MCCORMICK

    CHIEF OPERATING OFFICER

    Total calculated
    $526,369
    From this org
    $0
    From related orgs
    $479,995
    Other
    $46,374
    Hours/week
    50 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $391,991 related
    Bonus
    $0 + $69,033 related
    Other
    $0 + $18,971 related
    Deferred
    $0 + $24,400 related
    Nontaxable benefits
    $0 + $21,974 related
    Filer's total
    $0 + $526,369 related

  • JENNIFER B ST THOMAS

    SVP OF SALES

    Total calculated
    $495,691
    From this org
    $0
    From related orgs
    $431,567
    Other
    $64,124
    Hours/week
    50 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $383,221 related
    Bonus
    $0 + $31,500 related
    Other
    $0 + $16,846 related
    Deferred
    $0 + $21,350 related
    Nontaxable benefits
    $0 + $42,774 related
    Filer's total
    $0 + $495,691 related

  • ALICE MOORE

    SVP LEGAL, REGULATORY AFFAIRS &

    Total calculated
    $365,417
    From this org
    $0
    From related orgs
    $302,042
    Other
    $63,375
    Hours/week
    50 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $234,802 related
    Bonus
    $0 + $30,738 related
    Other
    $0 + $36,502 related
    Deferred
    $0 + $28,676 related
    Nontaxable benefits
    $0 + $34,700 related
    Filer's total
    $0 + $365,418 related

  • RONI MANSUR

    VP PRODUCT MANAGEMENT

    Total calculated
    $344,007
    From this org
    $0
    From related orgs
    $321,706
    Other
    $22,301
    Hours/week
    50 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $281,531 related
    Bonus
    $0 + $16,800 related
    Other
    $0 + $23,375 related
    Deferred
    $0 + $9,937 related
    Nontaxable benefits
    $0 + $12,364 related
    Filer's total
    $0 + $344,007 related

  • KATHARINE K LEESON

    CHIEF OF STAFF & VP OF CORP. SV

    Total calculated
    $341,971
    From this org
    $0
    From related orgs
    $296,286
    Other
    $45,685
    Hours/week
    50 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $268,984 related
    Bonus
    $0 + $23,940 related
    Other
    $0 + $3,362 related
    Deferred
    $0 + $21,156 related
    Nontaxable benefits
    $0 + $24,529 related
    Filer's total
    $0 + $341,971 related

  • YOGENDRA BUNDELA

    DEPUTY CHIEF INFORMATION OFFICER

    Total calculated
    $316,107
    From this org
    $0
    From related orgs
    $265,127
    Other
    $50,980
    Hours/week
    50 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $205,209 related
    Bonus
    $0 + $12,306 related
    Other
    $0 + $47,612 related
    Deferred
    $0 + $20,543 related
    Nontaxable benefits
    $0 + $30,437 related
    Filer's total
    $0 + $316,107 related

  • JOSEPH CAPEZZA

    FINANCIAL STRATEGY CONSULTANT

    Total calculated
    $497,658
    From this org
    $0
    From related orgs
    $439,568
    Other
    $58,090
    Hours/week
    50 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $385,500 related
    Bonus
    $0
    Other
    $0 + $54,068 related
    Deferred
    $0 + $33,550 related
    Nontaxable benefits
    $0 + $24,540 related
    Filer's total
    $0 + $497,658 related

  • LISA SCARFO

    MEDICAL DIRECTOR

    Total calculated
    $391,985
    From this org
    $0
    From related orgs
    $352,923
    Other
    $39,062
    Hours/week
    50 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $295,615 related
    Bonus
    $0
    Other
    $0 + $57,308 related
    Deferred
    $0 + $30,500 related
    Nontaxable benefits
    $0 + $8,562 related
    Filer's total
    $0 + $391,985 related

  • JAMES HELLINGER

    MEDICAL DIRECTOR

    Total calculated
    $370,813
    From this org
    $0
    From related orgs
    $307,869
    Other
    $62,944
    Hours/week
    50 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $241,805 related
    Bonus
    $0 + $1,530 related
    Other
    $0 + $64,534 related
    Deferred
    $0 + $33,640 related
    Nontaxable benefits
    $0 + $29,304 related
    Filer's total
    $0 + $370,813 related

  • MARYBETH LIANG

    VP ACTUARY

    Total calculated
    $355,399
    From this org
    $0
    From related orgs
    $309,606
    Other
    $45,793
    Hours/week
    50 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $281,483 related
    Bonus
    $0 + $27,982 related
    Other
    $0 + $141 related
    Deferred
    $0 + $14,538 related
    Nontaxable benefits
    $0 + $31,255 related
    Filer's total
    $0 + $355,399 related

  • DONALD NICHOLS DOUGHERTY

    VP DIGITAL

    Total calculated
    $349,702
    From this org
    $0
    From related orgs
    $305,858
    Other
    $43,844
    Hours/week
    50 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $268,200 related
    Bonus
    $0 + $16,072 related
    Other
    $0 + $21,586 related
    Deferred
    $0 + $16,316 related
    Nontaxable benefits
    $0 + $27,528 related
    Filer's total
    $0 + $349,702 related

  • PETER K MARKELL

    FORMER TREASURER

    Total calculated
    $1,950,691
    From this org
    $0
    From related orgs
    $1,950,362
    Other
    $329
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $1,950,362 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $329 related
    Filer's total
    $0 + $1,950,691 related

  • ELIZABETH M AZANO ESQ

    FORMER SECRETARY

    Total calculated
    $315,534
    From this org
    $0
    From related orgs
    $261,946
    Other
    $53,588
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $209,237 related
    Bonus
    $0 + $11,456 related
    Other
    $0 + $41,253 related
    Deferred
    $0 + $23,153 related
    Nontaxable benefits
    $0 + $30,434 related
    Filer's total
    $0 + $315,533 related

  • CHRISTINE MURPHY

    FORMER KEY EMPLOYEE

    Total calculated
    $314,022
    From this org
    $0
    From related orgs
    $275,791
    Other
    $38,231
    Hours/week
    50 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $174,672 related
    Bonus
    $0
    Other
    $0 + $101,119 related
    Deferred
    $0 + $27,159 related
    Nontaxable benefits
    $0 + $11,072 related
    Filer's total
    $0 + $314,022 related

  • VINCENT CAPOZZI

    FORMER KEY EMPLOYEE

    Total calculated
    $245,250
    From this org
    $0
    From related orgs
    $234,706
    Other
    $10,544
    Hours/week
    50 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $32,731 related
    Bonus
    $0
    Other
    $0 + $201,975 related
    Deferred
    $0 + $4,171 related
    Nontaxable benefits
    $0 + $6,373 related
    Filer's total
    $0 + $245,250 related

  • MARISSA FOX-FOLEY

    FORMER KEY EMPLOYEE

    Total calculated
    $122,752
    From this org
    $0
    From related orgs
    $111,186
    Other
    $11,566
    Hours/week
    50 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $89,807 related
    Bonus
    $0
    Other
    $0 + $21,379 related
    Deferred
    $0 + $6,544 related
    Nontaxable benefits
    $0 + $5,021 related
    Filer's total
    $0 + $122,751 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

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 7 · Other non-fixed payments

Answered no

  • 4b · Supplemental nonqualified retirement plan
  • 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 4A SCHEDULE J:
SERVERANCE PAYMENTS INCLUDED IN AMOUNTS REPORTED IN SCHEDULE J: VINCENT CAPOZZI $185,000 PETER K. MARKELL $1,913,100
PART I, LINE 7:
CERTAIN EMPLOYEES RECEIVED INCENTIVE COMPENSATION BASED ON ACHIEVEMENT OF ORGANIZATIONAL AND INDIVIDUAL GOALS. THE COMPENSATION COMMITTEE OF MASS GENERAL BRIGHAM INCORPORATED OR THE COMPENSATION COMMITTEES OF MASS GENERAL BRIGHAM SUBRODINATE ENTITIES HAVE THE FINAL AUTHORITY FOR SUCH PAYMENTS.
DIRECTOR COMPENSATION
DIRECTORS RECEIVE NO COMPENSATION OR CONTRIBUTIONS TO EMPLOYEE BENEFIT PLANS FOR SERVICE ON THE BOARD OR ITS COMMITTEES. BOARD MEMBERS WHO ARE ALSO EMPLOYED BY THE CORPORATION OR A MASS GENERAL BRIGHAM AFFILIATE RECEIVE COMPENSATION ONLY FOR THEIR SERVICES AS EMPLOYEES.

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • MGB POOLED INVESTMENTS LLC

    EXCLUDED · INVESTMENTS · MA · 100% owned · share of income $499,989,118 · share of assets $13,191,230,560 · general or managing partner

    Directly controlled by MGB

  • PARTNERS INNOVATION FUND LLC

    EXCLUDED · INVESTMENTS · MA · 100% owned · share of assets $82,507,046 · general or managing partner

    Directly controlled by MGB

  • RADIATION THERAPY OF SOUTHEASTERN MA LLC

    EXCLUDED · RADIATION THERAPY SERVICES · MA · 51% owned · share of income $3,092,965 · share of assets $4,305,021 · general or managing partner

    Directly controlled by BH

  • MASS GENERAL BRIGHAM ACO LLC

    EXCLUDED · ACCOUNTABLE CARE ORGANIZATION · MA · 100% owned · share of income $22,517,742 · general or managing partner

    Directly controlled by MGB

  • MCLEAN HOUSTON OCD PROGRAM LLC

    EXCLUDED · PSYCHIATRIC TREATMENT FACILLITY · TX · 60% owned · share of income $1,696,679 · share of assets $3,871,671 · general or managing partner

    Directly controlled by MCLEAN

  • WENTWORTH SURGERY CENTER LLC

    EXCLUDED · SURGICAL CENTER · NH · 98% owned · share of income $6,615,264 · share of assets $3,312,674 · general or managing partner

    Directly controlled by WDH

  • MASS GENERAL BRIGHAM GLOBAL ADVISORY LLC

    EXCLUDED · HEALTH CARE EDUCATION AND CONSULTING · MA · 100% owned · share of income $2,531,237 · share of assets $3,016,934 · general or managing partner

    Directly controlled by MGB

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2022
Filed
10 May 2024
IRS schema version
2022v5.0
Source object
202431319349300633

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