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Nonprofiteer
← KAISER FOUNDATION HEALTH PLAN INC

Form 990 for tax year 2022

Filed by KAISER FOUNDATION HEALTH PLAN INC.

Totals

Total revenue
$70,804,102,457
Total expenses
$71,449,791,174
Contributions and grants received
$0
Grants paid
$10,929,869
Program services expenses (Part IX)
$68,515,378,935
Management and general expenses
$2,934,412,239
Fundraising expenses
$0
Program service expenses (Part III)
$68,515,378,935

Program services were 95.9% 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
    $13,697,450
    From this org
    $13,841,691
    From related orgs
    $0
    Other
    -$144,241
    Hours/week
    14.9 + 35.1 related

    Schedule J breakdown matched by us

    Base
    $2,047,443
    Bonus
    $10,474,474
    Other
    $1,319,774
    Deferred
    -$174,968
    Nontaxable benefits
    $30,727
    Filer's total
    $13,697,450

  • Kimberly Horn

    EVP, Group President, MOC

    Total calculated
    $7,910,976
    From this org
    $7,934,857
    From related orgs
    $0
    Other
    -$23,881
    Hours/week
    14.4 + 35.6 related

    Schedule J breakdown matched by us

    Base
    $1,082,278
    Bonus
    $1,485,441
    Other
    $5,367,138
    Deferred
    -$55,947
    Nontaxable benefits
    $32,066
    Filer's total
    $7,910,976

  • Arthur Southam

    EVP, Health Plan Ops & CGO

    Total calculated
    $5,606,654
    From this org
    $5,764,865
    From related orgs
    $0
    Other
    -$158,211
    Hours/week
    24 + 26 related

    Schedule J breakdown matched by us

    Base
    $1,230,780
    Bonus
    $3,936,502
    Other
    $597,583
    Deferred
    -$191,552
    Nontaxable benefits
    $33,341
    Filer's total
    $5,606,654

  • Kathryn Lancaster

    EVP & Chief Financial Officer

    Total calculated
    $5,509,673
    From this org
    $5,726,249
    From related orgs
    $0
    Other
    -$216,576
    Hours/week
    15.8 + 34.2 related

    Schedule J breakdown matched by us

    Base
    $1,228,774
    Bonus
    $3,936,502
    Other
    $560,973
    Deferred
    -$235,465
    Nontaxable benefits
    $18,889
    Filer's total
    $5,509,673

  • Mark Zemelman

    SVP, General Counsel & Secy

    Total calculated
    $5,163,376
    From this org
    $5,101,508
    From related orgs
    $0
    Other
    $61,868
    Hours/week
    24 + 26 related

    Schedule J breakdown matched by us

    Base
    $339,902
    Bonus
    $3,880,962
    Other
    $880,644
    Deferred
    $41,523
    Nontaxable benefits
    $20,345
    Filer's total
    $5,163,376

  • Janet Liang

    EVP, Group President & COO

    Total calculated
    $3,995,094
    From this org
    $5,433,297
    From related orgs
    $0
    Other
    -$1,438,203
    Hours/week
    15 + 35 related

    Schedule J breakdown matched by us

    Base
    $1,226,839
    Bonus
    $2,031,076
    Other
    $2,175,382
    Deferred
    -$1,473,584
    Nontaxable benefits
    $35,381
    Filer's total
    $3,995,094

  • Chuck Bevilacqua

    SVP, Health Plan Product, Svc

    Total calculated
    $3,366,709
    From this org
    $3,505,366
    From related orgs
    $0
    Other
    -$138,657
    Hours/week
    35 + 15 related

    Schedule J breakdown matched by us

    Base
    $862,658
    Bonus
    $1,313,748
    Other
    $1,328,960
    Deferred
    -$166,140
    Nontaxable benefits
    $27,483
    Filer's total
    $3,366,709

  • Carrie Plietz

    Regional President - NCAL

    Total calculated
    $2,717,557
    From this org
    $2,311,327
    From related orgs
    $0
    Other
    $406,230
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $983,478
    Bonus
    $977,407
    Other
    $350,442
    Deferred
    $378,099
    Nontaxable benefits
    $28,131
    Filer's total
    $2,717,557

  • Julie Miller-Phipps

    Regional President - SCAL & HI

    Total calculated
    $2,531,985
    From this org
    $2,797,405
    From related orgs
    $0
    Other
    -$265,420
    Hours/week
    24.5 + 25.5 related

    Schedule J breakdown matched by us

    Base
    $1,027,681
    Bonus
    $1,381,412
    Other
    $388,312
    Deferred
    -$291,765
    Nontaxable benefits
    $26,345
    Filer's total
    $2,531,985

  • Yazdi Bagli

    EVP, Enterprise Business Svcs

    Total calculated
    $2,488,092
    From this org
    $1,941,436
    From related orgs
    $0
    Other
    $546,656
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $818,250
    Bonus
    $1,035,801
    Other
    $87,385
    Deferred
    $511,863
    Nontaxable benefits
    $34,793
    Filer's total
    $2,488,092

  • Christian Meisner

    SVP, Chief HR Officer

    Total calculated
    $2,078,732
    From this org
    $1,705,218
    From related orgs
    $0
    Other
    $373,514
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $718,492
    Bonus
    $942,257
    Other
    $44,469
    Deferred
    $304,647
    Nontaxable benefits
    $68,867
    Filer's total
    $2,078,732

  • Wade Overgaard

    SVP, Health Plan Ops - CA

    Total calculated
    $2,002,723
    From this org
    $2,374,964
    From related orgs
    $0
    Other
    -$372,241
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $831,728
    Bonus
    $1,308,995
    Other
    $234,241
    Deferred
    -$407,056
    Nontaxable benefits
    $34,815
    Filer's total
    $2,002,723

  • Bechara Choucair

    SVP, Chief Health Officer

    Total calculated
    $1,984,879
    From this org
    $1,640,666
    From related orgs
    $0
    Other
    $344,213
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $564,246
    Bonus
    $0
    Other
    $1,076,420
    Deferred
    $320,955
    Nontaxable benefits
    $23,258
    Filer's total
    $1,984,879

  • Paul Swenson

    EVP, Chief Admin Officer

    Total calculated
    $1,979,029
    From this org
    $2,076,092
    From related orgs
    $0
    Other
    -$97,063
    Hours/week
    44.9 + 5.1 related

    Schedule J breakdown matched by us

    Base
    $764,884
    Bonus
    $994,879
    Other
    $316,329
    Deferred
    -$125,151
    Nontaxable benefits
    $28,088
    Filer's total
    $1,979,029

  • Thomas Hanenburg

    SVP, Hospital System Ops

    Total calculated
    $1,856,354
    From this org
    $1,705,522
    From related orgs
    $0
    Other
    $150,832
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $808,079
    Bonus
    $850,123
    Other
    $47,320
    Deferred
    $121,153
    Nontaxable benefits
    $29,679
    Filer's total
    $1,856,354

  • Vanessa Benavides

    SVP,Chief Legal Officer & Secy

    Total calculated
    $1,674,679
    From this org
    $1,466,903
    From related orgs
    $0
    Other
    $207,776
    Hours/week
    18 + 32 related

    Schedule J breakdown matched by us

    Base
    $687,727
    Bonus
    $726,916
    Other
    $52,260
    Deferred
    $189,045
    Nontaxable benefits
    $18,731
    Filer's total
    $1,674,679

  • Chandrika Bhalla

    SVP, CFO -CA Mkts/Fin Planning

    Total calculated
    $1,608,057
    From this org
    $1,523,936
    From related orgs
    $0
    Other
    $84,121
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $715,602
    Bonus
    $784,523
    Other
    $23,811
    Deferred
    $53,738
    Nontaxable benefits
    $30,383
    Filer's total
    $1,608,057

  • Diane Comer

    EVP, Chief Info & Tech Officer

    Total calculated
    $1,601,491
    From this org
    $1,689,171
    From related orgs
    $0
    Other
    -$87,680
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $617,924
    Bonus
    $835,509
    Other
    $235,738
    Deferred
    -$118,156
    Nontaxable benefits
    $30,476
    Filer's total
    $1,601,491

  • Andrew Bindman

    EVP, Chief Medical Officer

    Total calculated
    $1,553,861
    From this org
    $1,227,452
    From related orgs
    $0
    Other
    $326,409
    Hours/week
    24.2 + 25.8 related

    Schedule J breakdown matched by us

    Base
    $734,422
    Bonus
    $463,892
    Other
    $29,138
    Deferred
    $297,518
    Nontaxable benefits
    $28,891
    Filer's total
    $1,553,861

  • Thomas Meier

    SVP, Corporate Treasurer

    Total calculated
    $1,524,619
    From this org
    $1,614,705
    From related orgs
    $0
    Other
    -$90,086
    Hours/week
    19.1 + 30.9 related

    Schedule J breakdown matched by us

    Base
    $568,446
    Bonus
    $904,341
    Other
    $141,918
    Deferred
    -$116,603
    Nontaxable benefits
    $26,517
    Filer's total
    $1,524,619

  • Laurel Junk

    SVP, Market Operations Svcs

    Total calculated
    $1,509,533
    From this org
    $1,442,516
    From related orgs
    $0
    Other
    $67,017
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $670,451
    Bonus
    $743,422
    Other
    $28,643
    Deferred
    $48,934
    Nontaxable benefits
    $18,083
    Filer's total
    $1,509,533

  • Greg Christian

    Assistant Secretary

    Total calculated
    $1,479,748
    From this org
    $1,644,038
    From related orgs
    $0
    Other
    -$164,290
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $549,164
    Bonus
    $415,271
    Other
    $679,603
    Deferred
    -$190,588
    Nontaxable benefits
    $26,298
    Filer's total
    $1,479,748

  • Mick Diede

    SVP, Chief Actuary

    Total calculated
    $1,408,088
    From this org
    $1,525,431
    From related orgs
    $0
    Other
    -$117,343
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $485,554
    Bonus
    $442,541
    Other
    $597,336
    Deferred
    -$145,008
    Nontaxable benefits
    $27,665
    Filer's total
    $1,408,088

  • Michael Rowe

    SVP, Chf Bus Dev & Strat Exec

    Total calculated
    $1,319,817
    From this org
    $1,367,114
    From related orgs
    $0
    Other
    -$47,297
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $664,725
    Bonus
    $574,107
    Other
    $128,282
    Deferred
    -$77,334
    Nontaxable benefits
    $30,037
    Filer's total
    $1,319,817

  • Arlene Peasnall

    SVP, HR & Labor Relations

    Total calculated
    $1,316,567
    From this org
    $1,470,888
    From related orgs
    $0
    Other
    -$154,321
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $555,507
    Bonus
    $792,026
    Other
    $123,355
    Deferred
    -$172,885
    Nontaxable benefits
    $18,564
    Filer's total
    $1,316,567

  • Anthony Barrueta

    SVP, Government Relations

    Total calculated
    $1,263,261
    From this org
    $1,536,721
    From related orgs
    $0
    Other
    -$273,460
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $508,376
    Bonus
    $814,673
    Other
    $213,672
    Deferred
    -$298,142
    Nontaxable benefits
    $24,682
    Filer's total
    $1,263,261

  • James Simpson

    SVP, Enterprise Projects

    Total calculated
    $1,155,617
    From this org
    $1,371,610
    From related orgs
    $0
    Other
    -$215,993
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $574,287
    Bonus
    $571,472
    Other
    $225,851
    Deferred
    -$255,970
    Nontaxable benefits
    $39,977
    Filer's total
    $1,155,617

  • Alfonse Upshaw

    SVP, CFO - NCAL

    Total calculated
    $1,113,545
    From this org
    $1,101,434
    From related orgs
    $0
    Other
    $12,111
    Hours/week
    24.5 + 25.5 related

    Schedule J breakdown matched by us

    Base
    $523,570
    Bonus
    $537,804
    Other
    $40,060
    Deferred
    -$13,649
    Nontaxable benefits
    $25,760
    Filer's total
    $1,113,545

  • Donald Orndoff

    SVP, NFS

    Total calculated
    $1,074,815
    From this org
    $1,108,295
    From related orgs
    $0
    Other
    -$33,480
    Hours/week
    15 + 35 related

    Schedule J breakdown matched by us

    Base
    $480,731
    Bonus
    $482,522
    Other
    $145,042
    Deferred
    -$64,998
    Nontaxable benefits
    $31,518
    Filer's total
    $1,074,815

  • George Disalvo

    SVP, CFO - SCAL

    Total calculated
    $1,053,693
    From this org
    $1,270,250
    From related orgs
    $0
    Other
    -$216,557
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $352,543
    Bonus
    $715,412
    Other
    $202,295
    Deferred
    -$234,457
    Nontaxable benefits
    $17,900
    Filer's total
    $1,053,693

  • Mary Beth Lang

    SVP, Chief Pharmacy Officer

    Total calculated
    $1,031,544
    From this org
    $895,041
    From related orgs
    $0
    Other
    $136,503
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $479,363
    Bonus
    $373,580
    Other
    $42,098
    Deferred
    $102,659
    Nontaxable benefits
    $33,844
    Filer's total
    $1,031,544

  • Thomas Curtin

    SVP, Natl Sales & Account Mgmt

    Total calculated
    $1,019,386
    From this org
    $1,124,767
    From related orgs
    $0
    Other
    -$105,381
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $487,260
    Bonus
    $518,205
    Other
    $119,302
    Deferred
    -$162,985
    Nontaxable benefits
    $57,604
    Filer's total
    $1,019,386

  • Ronald Vance

    Interim Regional President

    Total calculated
    $937,500
    From this org
    $937,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $937,500
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $937,500

  • Catherine Hernandez Tirey

    SVP, Chief Comms Officer

    Total calculated
    $779,768
    From this org
    $950,705
    From related orgs
    $0
    Other
    -$170,937
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $425,213
    Bonus
    $387,081
    Other
    $138,411
    Deferred
    -$195,813
    Nontaxable benefits
    $24,876
    Filer's total
    $779,768

  • Marcus Hoffman

    SVP, CFO - SCAL & Hawaii

    Total calculated
    $726,593
    From this org
    $708,546
    From related orgs
    $0
    Other
    $18,047
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $411,291
    Bonus
    $280,283
    Other
    $16,972
    Deferred
    -$9,548
    Nontaxable benefits
    $27,595
    Filer's total
    $726,593

  • Ryan Jenson

    Interim Corp Controller & CAO

    Total calculated
    $665,062
    From this org
    $659,683
    From related orgs
    $0
    Other
    $5,379
    Hours/week
    16 + 34 related

    Schedule J breakdown matched by us

    Base
    $305,299
    Bonus
    $203,216
    Other
    $151,168
    Deferred
    -$22,147
    Nontaxable benefits
    $27,526
    Filer's total
    $665,062

  • Jennifer Goldberg

    Assistant Secretary

    Total calculated
    $582,379
    From this org
    $618,928
    From related orgs
    $0
    Other
    -$36,549
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $359,422
    Bonus
    $242,460
    Other
    $17,046
    Deferred
    -$66,924
    Nontaxable benefits
    $30,375
    Filer's total
    $582,379

  • Philip Young

    Assistant Secretary

    Total calculated
    $575,403
    From this org
    $659,750
    From related orgs
    $0
    Other
    -$84,347
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $357,248
    Bonus
    $284,846
    Other
    $17,656
    Deferred
    -$113,770
    Nontaxable benefits
    $29,423
    Filer's total
    $575,403

  • Katherine Ritchey

    Assistant Secretary

    Total calculated
    $467,651
    From this org
    $438,804
    From related orgs
    $0
    Other
    $28,847
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $326,714
    Bonus
    $98,839
    Other
    $13,251
    Deferred
    -$939
    Nontaxable benefits
    $29,786
    Filer's total
    $467,651

  • John Yamamoto

    Assistant Secretary

    Total calculated
    $434,667
    From this org
    $721,133
    From related orgs
    $0
    Other
    -$286,466
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $376,905
    Bonus
    $271,458
    Other
    $72,770
    Deferred
    -$316,525
    Nontaxable benefits
    $30,059
    Filer's total
    $434,667

  • Hong-Sze Yu

    VP, Brd & Corp Gov & Asst Secy

    Total calculated
    $358,461
    From this org
    $471,975
    From related orgs
    $0
    Other
    -$113,514
    Hours/week
    15.8 + 34.2 related

    Schedule J breakdown matched by us

    Base
    $293,512
    Bonus
    $158,442
    Other
    $20,021
    Deferred
    -$141,683
    Nontaxable benefits
    $28,169
    Filer's total
    $358,461

  • Margaret E Porfido JD

    Director

    Total calculated
    $302,568
    From this org
    $290,630
    From related orgs
    $26,500
    Other
    -$14,562
    Hours/week
    1.25 + 2.25 related

    Schedule J breakdown matched by us

    Base
    $269,000 + $26,500 related
    Bonus
    $0
    Other
    $21,630
    Deferred
    -$14,562
    Nontaxable benefits
    $0
    Filer's total
    $276,068 + $26,500 related

  • Kristin Bear

    Assistant Secretary

    Total calculated
    $289,424
    From this org
    $438,408
    From related orgs
    $0
    Other
    -$148,984
    Hours/week
    17 + 33 related

    Schedule J breakdown matched by us

    Base
    $275,913
    Bonus
    $139,679
    Other
    $22,816
    Deferred
    -$169,385
    Nontaxable benefits
    $20,401
    Filer's total
    $289,424

  • David F Hoffmeister

    Director

    Total calculated
    $282,894
    From this org
    $293,262
    From related orgs
    $0
    Other
    -$10,368
    Hours/week
    4.1 + 5.3 related

    Schedule J breakdown matched by us

    Base
    $279,500
    Bonus
    $0
    Other
    $13,762
    Deferred
    -$10,368
    Nontaxable benefits
    $0
    Filer's total
    $282,894

  • Ramon F Baez

    Director

    Total calculated
    $276,915
    From this org
    $265,262
    From related orgs
    $17,500
    Other
    -$5,847
    Hours/week
    1.5 + 3.27 related

    Schedule J breakdown matched by us

    Base
    $251,500 + $17,500 related
    Bonus
    $0
    Other
    $13,762
    Deferred
    -$5,847
    Nontaxable benefits
    $0
    Filer's total
    $259,415 + $17,500 related

  • Judith A Johansen JD

    Director

    Total calculated
    $271,316
    From this org
    $272,292
    From related orgs
    $26,400
    Other
    -$27,376
    Hours/week
    4 + 5.5 related

    Schedule J breakdown matched by us

    Base
    $269,000 + $26,400 related
    Bonus
    $0
    Other
    $3,292
    Deferred
    -$27,376
    Nontaxable benefits
    $0
    Filer's total
    $244,916 + $26,400 related

  • Matthew T Ryan

    Director

    Total calculated
    $250,262
    From this org
    $250,262
    From related orgs
    $0
    Other
    $0
    Hours/week
    3.5 + 4.5 related

    Schedule J breakdown matched by us

    Base
    $236,500
    Bonus
    $0
    Other
    $13,762
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $250,262

  • Richard Daniels

    EVP, Chief Information Officer

    Total calculated
    $248,812
    From this org
    $248,812
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $248,812
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $248,812

  • Leslie S Heisz

    Director

    Total calculated
    $247,826
    From this org
    $268,005
    From related orgs
    $0
    Other
    -$20,179
    Hours/week
    2.4 + 3.6 related

    Schedule J breakdown matched by us

    Base
    $249,000
    Bonus
    $0
    Other
    $19,005
    Deferred
    -$20,179
    Nontaxable benefits
    $0
    Filer's total
    $247,826

  • Regina M Benjamin MD MBA

    Director

    Total calculated
    $243,230
    From this org
    $225,188
    From related orgs
    $0
    Other
    $18,042
    Hours/week
    3 + 5 related

    Schedule J breakdown matched by us

    Base
    $216,000
    Bonus
    $0
    Other
    $9,188
    Deferred
    $18,042
    Nontaxable benefits
    $0
    Filer's total
    $243,230

  • Jeffrey E Epstein

    Director

    Total calculated
    $241,046
    From this org
    $259,967
    From related orgs
    $0
    Other
    -$18,921
    Hours/week
    3 + 4.5 related

    Schedule J breakdown matched by us

    Base
    $251,000
    Bonus
    $0
    Other
    $8,967
    Deferred
    -$18,921
    Nontaxable benefits
    $0
    Filer's total
    $241,046

  • Richard P Shannon MD

    Director

    Total calculated
    $239,937
    From this org
    $236,000
    From related orgs
    $0
    Other
    $3,937
    Hours/week
    2.5 + 3.5 related

    Schedule J breakdown matched by us

    Base
    $236,000
    Bonus
    $0
    Other
    $0
    Deferred
    $3,937
    Nontaxable benefits
    $0
    Filer's total
    $239,937

  • A Eugene Washington MD

    Director

    Total calculated
    $237,975
    From this org
    $241,500
    From related orgs
    $0
    Other
    -$3,525
    Hours/week
    3.15 + 3.9 related

    Schedule J breakdown matched by us

    Base
    $241,500
    Bonus
    $0
    Other
    $0
    Deferred
    -$3,525
    Nontaxable benefits
    $0
    Filer's total
    $237,975

  • Jenny J Ming

    Director

    Total calculated
    $235,931
    From this org
    $256,283
    From related orgs
    $0
    Other
    -$20,352
    Hours/week
    1.85 + 3.05 related

    Schedule J breakdown matched by us

    Base
    $231,500
    Bonus
    $0
    Other
    $24,783
    Deferred
    -$20,352
    Nontaxable benefits
    $0
    Filer's total
    $235,931

  • Bernice Gould

    Assistant Secretary

    Total calculated
    $228,631
    From this org
    $212,938
    From related orgs
    $0
    Other
    $15,693
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $132,832
    Bonus
    $34,789
    Other
    $45,317
    Deferred
    $8,894
    Nontaxable benefits
    $6,799
    Filer's total
    $228,631

  • David J Barger

    Director

    Total calculated
    $227,197
    From this org
    $234,000
    From related orgs
    $0
    Other
    -$6,803
    Hours/week
    4.5 + 6.5 related

    Schedule J breakdown matched by us

    Base
    $234,000
    Bonus
    $0
    Other
    $0
    Deferred
    -$6,803
    Nontaxable benefits
    $0
    Filer's total
    $227,197

  • Maryann Bodayle

    Assistant Secretary

    Total calculated
    $172,130
    From this org
    $196,255
    From related orgs
    $0
    Other
    -$24,125
    Hours/week
    22.2 + 27.8 related

    Schedule J breakdown matched by us

    Base
    $175,247
    Bonus
    $18,737
    Other
    $2,271
    Deferred
    -$34,504
    Nontaxable benefits
    $10,379
    Filer's total
    $172,130

  • Rochelle Roth

    Assistant Secretary

    Total calculated
    $157,607
    From this org
    $238,539
    From related orgs
    $0
    Other
    -$80,932
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $201,931
    Bonus
    $34,397
    Other
    $2,211
    Deferred
    -$99,924
    Nontaxable benefits
    $18,992
    Filer's total
    $157,607

  • William Caswell

    Interim Regional President -HI

    Total calculated
    $146,451
    From this org
    $146,451
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $146,451
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $146,451

  • Patrick Courneya

    EVP, Chief Medical Officer

    Total calculated
    $113,960
    From this org
    $173,656
    From related orgs
    $0
    Other
    -$59,696
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $173,656
    Other
    $0
    Deferred
    -$59,696
    Nontaxable benefits
    $0
    Filer's total
    $113,960

  • Edward YW Pei

    Director

    Total calculated
    $52,147
    From this org
    $52,147
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $52,147
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $52,147

  • Kim J Kaiser

    Director

    Total calculated
    $42,404
    From this org
    $0
    From related orgs
    $42,404
    Other
    $0
    Hours/week
    0 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $28,400 related
    Bonus
    $0
    Other
    $0 + $14,004 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $42,404 related

  • Vivek Sharma

    Director

    Total calculated
    $22,750
    From this org
    $22,750
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.3 + 0.7 related

  • Charles Columbus

    SVP, Chief HR Officer

    Total calculated
    -$1,933
    From this org
    $115,771
    From related orgs
    $0
    Other
    -$117,704
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $115,771
    Other
    $0
    Deferred
    -$117,704
    Nontaxable benefits
    $0
    Filer's total
    -$1,933

  • Christine Paige

    SVP, Chief Marketing Officer

    Total calculated
    -$238,032
    From this org
    $121,777
    From related orgs
    $0
    Other
    -$359,809
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $111,139
    Other
    $10,638
    Deferred
    -$359,809
    Nontaxable benefits
    $0
    Filer's total
    -$238,032

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 · First-class or charter travel
  • 1a · Travel for companions
  • 1a · Tax indemnification and gross-up payments
  • 1a · Housing allowance or residence for personal use
  • 1a · Personal services (maid, chauffeur, chef)
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 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 1
FIRST CLASS TRAVEL: FIRST CLASS TRAVEL IS PERMISSIBLE AS AN ORDINARY BUSINESS EXPENSE FOR ALL BOARD OF DIRECTORS, CHIEF EXECUTIVE OFFICER AND 16 OTHER OFFICERS AS APPROVED BY THE COMPENSATION COMMITTEE, CHIEF EXECUTIVE OFFICER, OR CHIEF HUMAN RESOURCES OFFICER. THE VALUE OF THESE CHARGES ARE NOT INCLUDED IN THE RECIPIENT'S COMPENSATION. TRAVEL FOR COMPANIONS: AS APPROVED BY SENIOR MANAGEMENT INFREQUENTLY WHERE BUSINESS REQUIREMENT DICTATES. THE VALUE OF THESE CHARGES ARE NOT INCLUDED IN THE RECIPIENT'S COMPENSATION. PERSONAL SERVICES: CAR AND SECURITY SERVICE IS APPROVED FOR SENIOR MANAGEMENT IN CONNECTION WITH BUSINESS RELATED TRAVEL. CEO'S NONBUSINESS TRANSPORTATION IS BOARD-APPROVED AND INCLUDED IN COMPENSATION. TAX INDEMNIFICATION AND GROSS-UP PAYMENTS: LIMITED TO PARTIAL TAX GROSS-UP UNDER RELOCATION POLICY, CEO TRANSPORTATION AND SECURITY, AND AS APPROVED ON A LIMITED BASIS BY SENIOR MANAGEMENT. THESE PAYMENTS ARE INCLUDED IN COMPENSATION. HOUSING ALLOWANCE: PROVIDED ON A LIMITED BASIS TO 3 OFFICERS OR RELOCATION IN CONFORMITY WITH THE LAW. PROVIDED ON A LIMITED BASIS AS COMPENSATION.
Schedule J, Part I, Line 3
KAISER FOUNDATION HEALTH PLAN, INC. 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.
Schedule J, Part I, Line 4A
Mark Zemelman $465,099 Richard Daniels $217,941 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 $1,189,653 Kimberly Horn 5,314,752 Arthur Southam 536,824 Kathryn Lancaster 500,214 Mark Zemelman 371,550 Janet Liang 2,124,667 Chuck Bevilacqua 1,301,664 Julie Miller-Phipps 349,721 Wade Overgaard 204,402 Paul Swenson 259,017 Diane Comer 179,525 Thomas Meier 89,053 Greg Christian 554,865 Mick Diede 552,846 Michael Rowe 102,660 Arlene Peasnall 91,276 Anthony Barrueta 168,334 James Simpson 180,056 Donald Orndoff 110,897 George Disalvo 164,079 Thomas Curtin 74,770 Catherine Hernandez Tirey 114,510 John Yamamoto 53,015 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, Section A, 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
THE ACTUARIAL VALUE FOR THE MAJORITY OF INDIVIDUALS' DEFINED BENEFIT PLAN DECLINED IN 2022, RESULTING IN NEGATIVE COMPENSATION FOR CERTAIN EXECUTIVES. THE ACTUARIAL INCREASE OR DECREASE IN VALUE MAY CHANGE FOR VARIOUS REASONS, INCLUDING CONTINUED SERVICE, AGE, AND CHANGES IN ASSUMPTIONS. THE DECLINE IN ACTUARIAL VALUE OF BENEFITS DURING 2022 IS PRIMARILY DUE TO SIGNIFICANT INCREASE IN MARKET INTEREST RATES, RESULTING IN LOWER PRESENT VALUE OF BENEFITS COMPARED TO THE PRIOR YEAR. THE ACTUAL DOLLARS RECEIVED FROM THE DEFINED BENEFIT PLAN UPON RETIREMENT ARE NOT AFFECTED BY THE INTEREST RATE INCREASES. CERTAIN BOARD MEMBERS ARE ELIGIBLE FOR A RETIREE MEDICAL BENEFIT FOLLOWING RETIREMENT FROM THE BOARD. THE ACTUARIAL INCREASE OR DECREASE IN VALUE MAY CHANGE FOR VARIOUS REASONS, INCLUDING CONTINUED SERVICE, AGE, AND CHANGES IN ASSUMPTIONS, RESULTING IN NEGATIVE VALUES IN COLUMN (C) IN SOME INSTANCES.
FORM 990, PART VII, SECTION A, LINE 5
RONALD VANCE RECEIVED COMPENSATION FROM AN UNRELATED ORGANIZATION, ALVAREZ & MARSAL HOLDINGS, LLC.

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
2022
Filed
13 October 2023
IRS schema version
2022v5.0
Source object
202343199349301704

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.