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Nonprofiteer
← KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST

Form 990 for tax year 2023

Filed by KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST.

Totals

Total revenue
$5,118,910,820
Total expenses
$4,946,971,557
Contributions and grants received
$1,514,509
Grants paid
$0
Program service revenue
$5,099,622,328
Investment income
$17,764,969
Other revenue
$9,014
Total assets, end of year
$2,078,214,757
Total liabilities, end of year
$618,894,674
Net assets or fund balances, end of year
$1,459,320,083
Program services expenses (Part IX)
$4,715,207,372
Management and general expenses
$231,764,185
Fundraising expenses
$0
Program service expenses (Part III)
$4,715,207,372

Program services were 95.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $1,207,514

  • 1f · All other contributions, gifts and grants

    $306,995

  • 2a · Program service revenue: MEMBERS' DUES

    total $3,162,715,972 · related or exempt $3,087,371,755 · unrelated business $75,344,217 · excluded $0

  • 2b · Program service revenue: MEDICARE REVENUE

    total $1,298,852,874 · related or exempt $1,298,852,874 · unrelated business $0 · excluded $0

  • 2c · Program service revenue: SUPPLEMENTAL REVENUE

    total $196,989,528 · related or exempt $196,989,528 · unrelated business $0 · excluded $0

  • 2d · Program service revenue: NON-PLAN & INDUSTRIAL

    total $7,155,322 · related or exempt $4,347,244 · unrelated business $2,808,078 · excluded $0

  • 2e · Program service revenue: OTHER PROGRAM SVCS

    total $433,908,632 · related or exempt $433,908,632 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $36,405,352 · excluded $36,405,352

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7a · Gross sales of assets other than inventory

    securities $931,255,009 · other assets $127,598

  • 7b · Less cost or other basis and sales expenses

    securities $949,747,386 · other assets $275,604

  • 7c · Gain or loss

    securities -$18,492,377 · other assets -$148,006

  • 7d · Net gain or loss

    total -$18,640,383 · excluded -$18,640,383

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $9,014 · related or exempt $0 · unrelated business $0 · excluded $9,014

  • 11e · Other revenue, total

    $9,014

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $280,153 · program services $0 · management and general $280,153 · fundraising $0

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $576,136,052 · program services $555,303,520 · management and general $20,832,532 · fundraising $0

  • 8 · Pension plan contributions

    total $78,856,034 · program services $78,856,034 · management and general $0 · fundraising $0

  • 9 · Other employee benefits

    total $179,622,630 · program services $170,690,713 · management and general $8,931,917 · fundraising $0

  • 10 · Payroll taxes

    total $57,739,303 · program services $57,739,303 · management and general $0 · fundraising $0

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $194,052 · program services $0 · management and general $194,052 · fundraising $0

  • 11c · Fees: accounting

    total $1,695,012 · program services $0 · management and general $1,695,012 · fundraising $0

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $1,365,213 · program services $0 · management and general $1,365,213 · fundraising $0

  • 11g · Fees: other

    total $0

  • 12 · Advertising and promotion

    total $8,139,623 · program services $1,306,798 · management and general $6,832,825 · fundraising $0

  • 13 · Office expenses

    total $16,736,013 · program services $16,419,179 · management and general $316,834 · fundraising $0

  • 14 · Information technology

    total $232,885,782 · program services $169,493,795 · management and general $63,391,987 · fundraising $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $27,449,395 · program services $27,449,395 · management and general $0 · fundraising $0

  • 17 · Travel

    total $6,775,052 · program services $6,662,382 · management and general $112,670 · fundraising $0

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $551,341 · program services $0 · management and general $551,341 · fundraising $0

  • 20 · Interest

    total $661,826 · program services $661,826 · management and general $0 · fundraising $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $60,449,827 · program services $60,269,501 · management and general $180,326 · fundraising $0

  • 23 · Insurance

    total $18,675,237 · program services $18,675,237 · management and general $0 · fundraising $0

  • 24a · Other expenses: BASIC CONTRACTUAL PAYMENTS

    total $1,996,679,329 · program services $1,996,679,329 · management and general $0 · fundraising $0

  • 24b · Other expenses: MEDICAL & OTHER SUPPLIES

    total $739,947,496 · program services $676,550,075 · management and general $63,397,421 · fundraising $0

  • 24c · Other expenses: PURCHASED MEDICAL SERVICES

    total $614,608,730 · program services $614,608,730 · management and general $0 · fundraising $0

  • 24d · Other expenses: INTER-REGIONAL CHARGES

    total $293,483,066 · program services $287,900,891 · management and general $5,582,175 · fundraising $0

  • 24e · All other expenses

    total $34,040,391 · program services -$24,059,336 · management and general $58,099,727

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $0 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $5,696,599 · end of year $6,402,477

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $120,194,575 · end of year $132,523,999

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $39,062,749 · end of year $45,518,437

  • 9 · Prepaid expenses and deferred charges

    beginning of year $665,459,206 · end of year $535,901,404

  • 10a · Land, buildings and equipment: cost or other basis

    $1,104,100,453

  • 10b · Land, buildings and equipment: accumulated depreciation

    $665,805,219

  • 10c · Land, buildings and equipment, net

    beginning of year $438,457,802 · end of year $438,295,234

  • 11 · Investments: publicly traded securities

    beginning of year $679,930,843 · end of year $789,374,576

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $107,107,097 · end of year $130,198,630

  • 17 · Accounts payable and accrued expenses

    beginning of year $323,389,209 · end of year $266,782,830

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $57,335,659 · end of year $130,787,860

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $267,587,024 · end of year $221,323,984

  • 29 · Capital stock, trust principal or current funds

    beginning of year $179,712,722 · end of year $179,712,722

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $1,227,884,257 · end of year $1,279,607,361

Mission and programs · 2023

Mission

TO PROVIDE HIGH-QUALITY, AFFORDABLE HEALTH CARE SERVICES TO IMPROVE THE HEALTH OF OUR MEMBERS AND THE COMMUNITIES WE SERVE.

  • KAISER FOUNDATION HEALTH PLAN OF NORTHWEST (KFHP-NW) PROVIDES HOSPITAL, MEDICAL, AND SURGICAL CARE, INCLUDING URGENT CARE SERVICES, EXTENDED CARE AND HOME HEALTH CARE, FOR ITS MEMBERS WITHOUT REGARDS TO AGE, SEX, RACE, RELIGION OR NATIONAL ORIGIN OR THE ABILITY TO PAY. KFHP-NW EDUCATES AND TRAINS MEDICAL STUDENTS AND OTHER HEALTH CARE PROFESSIONALS AND PROMOTES SCIENTIFIC AND NURSING EDUCATION IN ORDER TO IMPROVE CARE FOR OUR MEMBERS AND OUR COMMUNITY. KFHP-NW DIRECTLY INVESTS IN IMPROVEMENTS IN COMMUNITY HEALTH BY WORKING TO INCREASE ACCESS TO HEALTH CARE, IMPROVING THE CONDITIONS FOR HEALTH AND EQUITY AND PROVIDING HEALTH EDUCATION.

    Expenses $4,353,489,633 · Revenue $4,817,377,253

  • KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (KFHP-NW) IS COMMITTED TO IMPROVING MEDICAL CARE FOR BENEFICIARIES OF MEDICAID AND OTHER GOVERNMENT SPONSORED PROGRAMS, NOT ONLY FOR KFHP-NW MEMBERS, BUT ALSO WITHIN THE COMMUNITIES WE SERVE. AT THE END OF 2023, A TOTAL OF 88,000 INDIVIDUALS WERE RECEIVING THE BENEFITS OF FULL MEMBERSHIP THROUGH KFHP-NW'S MEDICAID MANAGED CARE PROGRAM AND CHILDREN'S HEALTH INSURANCE PROGRAM (CHIP). IN ADDITION, KFHP-NW PROVIDED HEALTH CARE ON A FEE-FOR-SERVICE BASIS FOR MEDICAID BENEFICIARIES WHO WERE NOT ENROLLED AS KFHP-NW MEMBERS.

    Expenses $323,163,238 · Revenue $275,159,153

  • KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (KFHP-NW) PROVIDES CHARITY CARE TO LOW-INCOME VULNERABLE PATIENTS THROUGH THE MEDICAL FINANCIAL ASSISTANCE (MFA) AND CHARITABLE HEALTH COVERAGE (CHC) PROGRAMS. KFHP-NW OFFERS FINANCIAL ASSISTANCE THROUGH THE MFA PROGRAM TO HELP FAMILIES AND INDIVIDUALS WITH A DEMONSTRATED FINANCIAL NEED PAY FOR ALL OR PART OF THE COST OF EMERGENCY OR MEDICALLY NECESSARY CARE PROVIDED IN KAISER PERMANENTE FACILITIES AND/OR BY KAISER PERMANENTE PROVIDERS. IN 2023, THIS PROGRAM ASSISTED A TOTAL OF 27,000 PATIENTS THROUGH FINANCIAL ASSISTANCE. THE CHC PROGRAM OFFERS REGULAR KAISER FOUNDATION HEALTH PLAN MEMBERSHIP AT MINIMAL COST TO LOW INCOME FAMILIES WHO ARE NOT ELIGIBLE FOR OTHER PUBLIC OR PRIVATELY SPONSORED COVERAGE. APPROXIMATELY 530 INDIVIDUALS WERE RECEIVING COMPREHENSIVE HEALTH CARE THROUGH THIS PROGRAM AT THE END OF 2023.

    Expenses $33,822,016 · Revenue $7,085,922

  • SEE EXEMPT PURPOSE ACHIEVEMENTS IN SCH O

    Expenses $4,732,485

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Gregory Adams

    Chairman & CEO

    Total calculated
    $12,721,446
    From this org
    $0
    From related orgs
    $12,567,386
    Other
    $154,060
    Hours/week
    4 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $2,123,581 related
    Bonus
    $0 + $9,103,058 related
    Other
    $0 + $1,340,747 related
    Deferred
    $0 + $122,468 related
    Nontaxable benefits
    $0 + $31,592 related
    Filer's total
    $0 + $12,721,446 related

  • Kathryn Lancaster

    EVP & Chief Financial Officer

    Total calculated
    $5,061,302
    From this org
    $0
    From related orgs
    $4,923,403
    Other
    $137,899
    Hours/week
    3.5 + 46.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,269,207 related
    Bonus
    $0 + $3,069,715 related
    Other
    $0 + $584,481 related
    Deferred
    $0 + $118,595 related
    Nontaxable benefits
    $0 + $19,304 related
    Filer's total
    $0 + $5,061,302 related

  • Kimberly Horn

    EVP, Group President, MOC

    Total calculated
    $4,751,551
    From this org
    $0
    From related orgs
    $4,617,356
    Other
    $134,195
    Hours/week
    3.5 + 46.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,118,899 related
    Bonus
    $0 + $1,571,247 related
    Other
    $0 + $1,927,210 related
    Deferred
    $0 + $100,993 related
    Nontaxable benefits
    $0 + $33,202 related
    Filer's total
    $0 + $4,751,551 related

  • Janet Liang

    EVP, Group President & COO

    Total calculated
    $4,507,213
    From this org
    $0
    From related orgs
    $4,417,378
    Other
    $89,835
    Hours/week
    3.5 + 46.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,262,682 related
    Bonus
    $0 + $2,460,748 related
    Other
    $0 + $693,948 related
    Deferred
    $0 + $51,770 related
    Nontaxable benefits
    $0 + $38,065 related
    Filer's total
    $0 + $4,507,213 related

  • Arthur Southam

    EVP, Health Plan Ops & CGO

    Total calculated
    $3,794,812
    From this org
    $0
    From related orgs
    $3,776,237
    Other
    $18,575
    Hours/week
    4 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $194,706 related
    Bonus
    $0 + $3,022,498 related
    Other
    $0 + $559,033 related
    Deferred
    $0 + $10,910 related
    Nontaxable benefits
    $0 + $7,665 related
    Filer's total
    $0 + $3,794,812 related

  • Ruth Williams-Brinkley

    Regional President

    Total calculated
    $3,241,679
    From this org
    $0
    From related orgs
    $3,418,616
    Other
    -$176,937
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $804,931 related
    Bonus
    $0 + $1,256,152 related
    Other
    $0 + $1,357,533 related
    Deferred
    $0 + -$201,208 related
    Nontaxable benefits
    $0 + $24,271 related
    Filer's total
    $0 + $3,241,679 related

  • Mark Zemelman

    SVP, General Counsel & Secy

    Total calculated
    $2,494,194
    From this org
    $0
    From related orgs
    $1,833,838
    Other
    $660,356
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $1,833,838 related
    Deferred
    $0 + $660,356 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $2,494,194 related

  • Vanessa Benavides

    SVP,Chief Legal Officer & Secy

    Total calculated
    $2,100,570
    From this org
    $0
    From related orgs
    $1,792,455
    Other
    $308,115
    Hours/week
    1.5 + 48.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $708,622 related
    Bonus
    $0 + $1,028,988 related
    Other
    $0 + $54,845 related
    Deferred
    $0 + $288,586 related
    Nontaxable benefits
    $0 + $19,529 related
    Filer's total
    $0 + $2,100,570 related

  • Jeffrey Collins

    Regional President - NW

    Total calculated
    $2,084,147
    From this org
    $0
    From related orgs
    $1,956,975
    Other
    $127,172
    Hours/week
    45 + 5 related

    Schedule J breakdown matched by us

    Base
    $0 + $790,487 related
    Bonus
    $0 + $855,778 related
    Other
    $0 + $310,710 related
    Deferred
    $0 + $93,453 related
    Nontaxable benefits
    $0 + $33,719 related
    Filer's total
    $0 + $2,084,147 related

  • Thomas Meier

    SVP, Corporate Treasurer

    Total calculated
    $1,842,456
    From this org
    $0
    From related orgs
    $1,721,108
    Other
    $121,348
    Hours/week
    1.5 + 48.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $593,270 related
    Bonus
    $0 + $977,784 related
    Other
    $0 + $150,054 related
    Deferred
    $0 + $94,964 related
    Nontaxable benefits
    $0 + $26,384 related
    Filer's total
    $0 + $1,842,456 related

  • Donald Orndoff

    SVP, NFS

    Total calculated
    $1,621,847
    From this org
    $0
    From related orgs
    $1,301,160
    Other
    $320,687
    Hours/week
    4 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $185,407 related
    Bonus
    $0 + $452,361 related
    Other
    $0 + $663,392 related
    Deferred
    $0 + $307,153 related
    Nontaxable benefits
    $0 + $13,534 related
    Filer's total
    $0 + $1,621,847 related

  • Alfonse Upshaw

    SVP,Corporate Controller & CAO

    Total calculated
    $1,480,424
    From this org
    $0
    From related orgs
    $1,272,055
    Other
    $208,369
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $535,015 related
    Bonus
    $0 + $558,993 related
    Other
    $0 + $178,047 related
    Deferred
    $0 + $176,289 related
    Nontaxable benefits
    $0 + $32,080 related
    Filer's total
    $0 + $1,480,424 related

  • Wendy Watson

    Regional COO - NW

    Total calculated
    $997,297
    From this org
    $0
    From related orgs
    $804,647
    Other
    $192,650
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $464,263 related
    Bonus
    $0 + $313,823 related
    Other
    $0 + $26,561 related
    Deferred
    $0 + $170,366 related
    Nontaxable benefits
    $0 + $22,284 related
    Filer's total
    $0 + $997,297 related

  • Rebecca Williams

    VP, CFO - NW

    Total calculated
    $968,721
    From this org
    $0
    From related orgs
    $763,871
    Other
    $204,850
    Hours/week
    15 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $401,417 related
    Bonus
    $0 + $289,644 related
    Other
    $0 + $72,810 related
    Deferred
    $0 + $176,468 related
    Nontaxable benefits
    $0 + $28,382 related
    Filer's total
    $0 + $968,721 related

  • David Thomason

    SVP,Corporate Controller & CAO

    Total calculated
    $950,781
    From this org
    $0
    From related orgs
    $897,898
    Other
    $52,883
    Hours/week
    2.2 + 47.8 related

    Schedule J breakdown matched by us

    Base
    $0 + $412,855 related
    Bonus
    $0
    Other
    $0 + $485,043 related
    Deferred
    $0 + $42,288 related
    Nontaxable benefits
    $0 + $10,595 related
    Filer's total
    $0 + $950,781 related

  • Ryan Jenson

    Interim Corp Controller & CAO

    Total calculated
    $872,977
    From this org
    $0
    From related orgs
    $743,221
    Other
    $129,756
    Hours/week
    3.5 + 46.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $346,441 related
    Bonus
    $0 + $349,170 related
    Other
    $0 + $47,610 related
    Deferred
    $0 + $100,508 related
    Nontaxable benefits
    $0 + $29,248 related
    Filer's total
    $0 + $872,977 related

  • Brandon Cuevas

    EVP, Health Plan

    Total calculated
    $804,923
    From this org
    $0
    From related orgs
    $511,652
    Other
    $293,271
    Hours/week
    4 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $282,154 related
    Bonus
    $0
    Other
    $0 + $229,498 related
    Deferred
    $0 + $286,674 related
    Nontaxable benefits
    $0 + $6,597 related
    Filer's total
    $0 + $804,923 related

  • William Wiechmann

    Assistant Secretary

    Total calculated
    $749,439
    From this org
    $0
    From related orgs
    $599,846
    Other
    $149,593
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $328,762 related
    Bonus
    $0 + $205,699 related
    Other
    $0 + $65,385 related
    Deferred
    $0 + $118,517 related
    Nontaxable benefits
    $0 + $31,076 related
    Filer's total
    $0 + $749,439 related

  • Camille Applin-Jones

    VP, Ambulatory Care & Clin Svc

    Total calculated
    $727,121
    From this org
    $0
    From related orgs
    $578,801
    Other
    $148,320
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $354,196 related
    Bonus
    $0 + $183,955 related
    Other
    $0 + $40,650 related
    Deferred
    $0 + $111,712 related
    Nontaxable benefits
    $0 + $36,608 related
    Filer's total
    $0 + $727,121 related

  • Kirk Dobbins

    Assistant Secretary

    Total calculated
    $684,467
    From this org
    $0
    From related orgs
    $540,496
    Other
    $143,971
    Hours/week
    49.5 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $321,865 related
    Bonus
    $0 + $198,662 related
    Other
    $0 + $19,969 related
    Deferred
    $0 + $113,995 related
    Nontaxable benefits
    $0 + $29,976 related
    Filer's total
    $0 + $684,467 related

  • Hong-Sze Yu

    VP, Brd & Corp Gov & Asst Secy

    Total calculated
    $676,148
    From this org
    $0
    From related orgs
    $508,592
    Other
    $167,556
    Hours/week
    3.5 + 46.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $300,090 related
    Bonus
    $0 + $188,569 related
    Other
    $0 + $19,933 related
    Deferred
    $0 + $137,523 related
    Nontaxable benefits
    $0 + $30,033 related
    Filer's total
    $0 + $676,148 related

  • Kristin Bear

    Assistant Secretary

    Total calculated
    $645,426
    From this org
    $0
    From related orgs
    $474,637
    Other
    $170,789
    Hours/week
    4 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $313,172 related
    Bonus
    $0 + $131,402 related
    Other
    $0 + $30,063 related
    Deferred
    $0 + $149,166 related
    Nontaxable benefits
    $0 + $21,623 related
    Filer's total
    $0 + $645,426 related

  • Keith Forrester

    VP, MSBD - NW

    Total calculated
    $589,794
    From this org
    $0
    From related orgs
    $492,225
    Other
    $97,569
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $162,416 related
    Bonus
    $0 + $227,717 related
    Other
    $0 + $102,092 related
    Deferred
    $0 + $83,073 related
    Nontaxable benefits
    $0 + $14,496 related
    Filer's total
    $0 + $589,794 related

  • Wei Wang

    ED, FP&A

    Total calculated
    $585,843
    From this org
    $0
    From related orgs
    $477,897
    Other
    $107,946
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $257,250 related
    Bonus
    $0 + $169,736 related
    Other
    $0 + $50,911 related
    Deferred
    $0 + $72,990 related
    Nontaxable benefits
    $0 + $34,956 related
    Filer's total
    $0 + $585,843 related

  • Barbara Basney

    VP, PR, Commns & Brand Mgmt

    Total calculated
    $556,881
    From this org
    $0
    From related orgs
    $448,717
    Other
    $108,164
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $251,667 related
    Bonus
    $0 + $140,400 related
    Other
    $0 + $56,650 related
    Deferred
    $0 + $79,889 related
    Nontaxable benefits
    $0 + $28,275 related
    Filer's total
    $0 + $556,881 related

  • Nicole Kveton

    VP, Quality & Safety - NW

    Total calculated
    $530,354
    From this org
    $0
    From related orgs
    $421,536
    Other
    $108,818
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $290,420 related
    Bonus
    $0 + $113,938 related
    Other
    $0 + $17,178 related
    Deferred
    $0 + $84,772 related
    Nontaxable benefits
    $0 + $24,046 related
    Filer's total
    $0 + $530,354 related

  • Chad Melvin

    ED, Strategic Planning

    Total calculated
    $492,246
    From this org
    $0
    From related orgs
    $398,670
    Other
    $93,576
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $251,321 related
    Bonus
    $0 + $122,749 related
    Other
    $0 + $24,600 related
    Deferred
    $0 + $54,970 related
    Nontaxable benefits
    $0 + $38,606 related
    Filer's total
    $0 + $492,246 related

  • Jennifer Stacy

    VP, MSBD - NW

    Total calculated
    $487,081
    From this org
    $244,555
    From related orgs
    $138,625
    Other
    $103,901
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $141,131 + $85,826 related
    Bonus
    $50,001 + $30,009 related
    Other
    $53,423 + $22,790 related
    Deferred
    $9,689 + $70,274 related
    Nontaxable benefits
    $15,609 + $8,329 related
    Filer's total
    $269,853 + $217,228 related

  • Lindsay Liewergen

    VP, Consumer Experience

    Total calculated
    $470,548
    From this org
    $0
    From related orgs
    $356,088
    Other
    $114,460
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $252,302 related
    Bonus
    $0 + $88,614 related
    Other
    $0 + $15,172 related
    Deferred
    $0 + $79,933 related
    Nontaxable benefits
    $0 + $34,527 related
    Filer's total
    $0 + $470,548 related

  • Margaret E Porfido JD

    Director

    Total calculated
    $335,800
    From this org
    $0
    From related orgs
    $319,083
    Other
    $16,717
    Hours/week
    0 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $297,000 related
    Bonus
    $0
    Other
    $0 + $22,083 related
    Deferred
    $0 + $16,717 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $335,800 related

  • David F Hoffmeister

    Director

    Total calculated
    $298,858
    From this org
    $0
    From related orgs
    $280,951
    Other
    $17,907
    Hours/week
    0.3 + 9.1 related

    Schedule J breakdown matched by us

    Base
    $0 + $266,500 related
    Bonus
    $0
    Other
    $0 + $14,451 related
    Deferred
    $0 + $17,907 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $298,858 related

  • Judith A Johansen JD

    Director

    Total calculated
    $297,334
    From this org
    $10,300
    From related orgs
    $280,500
    Other
    $6,534
    Hours/week
    0.5 + 9.1 related

    Schedule J breakdown matched by us

    Base
    $10,300 + $280,500 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $6,534 related
    Nontaxable benefits
    $0
    Filer's total
    $10,300 + $287,034 related

  • Leslie S Heisz

    Director

    Total calculated
    $293,230
    From this org
    $0
    From related orgs
    $268,956
    Other
    $24,274
    Hours/week
    0.3 + 5.7 related

    Schedule J breakdown matched by us

    Base
    $0 + $249,000 related
    Bonus
    $0
    Other
    $0 + $19,956 related
    Deferred
    $0 + $24,274 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $293,230 related

  • Ramon F Baez

    Director

    Total calculated
    $288,072
    From this org
    $0
    From related orgs
    $266,951
    Other
    $21,121
    Hours/week
    0.1 + 4.55 related

    Schedule J breakdown matched by us

    Base
    $0 + $252,500 related
    Bonus
    $0
    Other
    $0 + $14,451 related
    Deferred
    $0 + $21,121 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $288,072 related

  • Jeffrey E Epstein

    Director

    Total calculated
    $279,102
    From this org
    $0
    From related orgs
    $265,915
    Other
    $13,187
    Hours/week
    0.5 + 7.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $256,500 related
    Bonus
    $0
    Other
    $0 + $9,415 related
    Deferred
    $0 + $13,187 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $279,102 related

  • Richard P Shannon MD

    Director

    Total calculated
    $263,921
    From this org
    $0
    From related orgs
    $236,500
    Other
    $27,421
    Hours/week
    0.5 + 5.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $236,500 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $27,421 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $263,921 related

  • Vivek Sharma

    Director

    Total calculated
    $261,456
    From this org
    $0
    From related orgs
    $261,456
    Other
    $0
    Hours/week
    0.1 + 0.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $241,500 related
    Bonus
    $0
    Other
    $0 + $19,956 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $261,456 related

  • Jenny J Ming

    Director

    Total calculated
    $260,776
    From this org
    $0
    From related orgs
    $248,772
    Other
    $12,004
    Hours/week
    0.3 + 4.6 related

    Schedule J breakdown matched by us

    Base
    $0 + $229,000 related
    Bonus
    $0
    Other
    $0 + $19,772 related
    Deferred
    $0 + $12,004 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $260,776 related

  • Maryann Bodayle

    Assistant Secretary

    Total calculated
    $251,943
    From this org
    $0
    From related orgs
    $196,754
    Other
    $55,189
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $180,482 related
    Bonus
    $0 + $13,962 related
    Other
    $0 + $2,310 related
    Deferred
    $0 + $44,374 related
    Nontaxable benefits
    $0 + $10,815 related
    Filer's total
    $0 + $251,943 related

  • Matthew T Ryan

    Director

    Total calculated
    $250,951
    From this org
    $0
    From related orgs
    $250,951
    Other
    $0
    Hours/week
    0.25 + 7.75 related

    Schedule J breakdown matched by us

    Base
    $0 + $236,500 related
    Bonus
    $0
    Other
    $0 + $14,451 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $250,951 related

  • A Eugene Washington MD

    Director

    Total calculated
    $248,278
    From this org
    $0
    From related orgs
    $244,000
    Other
    $4,278
    Hours/week
    0.25 + 6.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $244,000 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $4,278 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $248,278 related

  • David J Barger

    Director

    Total calculated
    $247,569
    From this org
    $0
    From related orgs
    $234,000
    Other
    $13,569
    Hours/week
    0.5 + 10.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $234,000 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $13,569 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $247,569 related

  • Regina M Benjamin MD MBA

    Director

    Total calculated
    $247,024
    From this org
    $0
    From related orgs
    $219,620
    Other
    $27,404
    Hours/week
    0.5 + 7.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $210,000 related
    Bonus
    $0
    Other
    $0 + $9,620 related
    Deferred
    $0 + $27,404 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $247,024 related

  • Edward Y W Pei

    Director

    Total calculated
    $53,623
    From this org
    $0
    From related orgs
    $53,623
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $53,623 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $53,623 related

  • Kim J Kaiser

    Director

    Total calculated
    $39,004
    From this org
    $10,300
    From related orgs
    $28,704
    Other
    $0
    Hours/week
    0 + 1 related

    Schedule J breakdown matched by us

    Base
    $10,300 + $14,000 related
    Bonus
    $0
    Other
    $0 + $14,704 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $10,300 + $28,704 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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception
  • 9 · Followed the rebuttable-presumption procedure

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

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
Mark Zemelman $1,823,105 Donald Orndoff 501,026 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 $ 1,177,969 Kathryn Lancaster 521,405 Kimberly Horn 1,872,534 Janet Liang 640,943 Arthur Southam 521,405 Ruth Williams-Brinkley 1,288,433 Jeffrey Collins 251,204 Thomas Meier 95,030 Donald Orndoff 147,967 Alfonse Upshaw 135,880 William Wiechmann 43,391 Keith Forrester 68,521 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 I, LINE 8
CERTAIN AMOUNTS REPORTED IN FORM 990, PART VII, WERE PAID OR ACCRUED PURSUANT TO A CONTRACT THAT WAS SUBJECT TO THE INITIAL CONTRACT EXCEPTION DESCRIBED IN REGULATIONS SECTION 53.4958-4(A)(3). FIXED PAYMENTS WERE PAID TO OR ACCRUED FOR 2 OFFICERS IN 2023.
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.

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.

Related partnerships

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

  • NXT CAP SR FD I LLC

    N/A · Investment · DE · 0% owned · share of income $0 · share of assets $0

    Directly controlled by NA

  • Maui Nui ASC Holdco LLC

    N/A · Holding Co · HI · 0% owned · share of income $0 · share of assets $0

    Directly controlled by NA

Related corporations and trusts

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

  • Oak Tree Assurance Ltd

    C Corp · Insurance · VT · share of income $0 · share of assets $0 · controlled entity

    Directly controlled by NA

  • Kaiser Permanente Insurance Company

    C Corp · Insurance · CA · share of income $0 · share of assets $0 · controlled entity

    Directly controlled by NA

  • Kaiser Permanente International

    C Corp · Consulting · CA · share of income $0 · share of assets $0 · controlled entity

    Directly controlled by NA

  • KFHP of Washington Options Inc

    C Corp · Insurance · WA · share of income $0 · share of assets $0 · controlled entity

    Directly controlled by NA

  • Group Health of Washington

    C Corp · Inactive · WA · share of income $0 · share of assets $0 · controlled entity

    Directly controlled by NA

  • Garfield Health Solutions East Pte Ltd

    C Corp · Admin · IN · share of income $0 · share of assets $0 · controlled entity

    Directly controlled by NA

  • Garfield Health Solutions West SRL

    C Corp · Admin · CS · share of income $0 · share of assets $0 · controlled entity

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2023
Filed
24 October 2024
IRS schema version
2023v5.1
Source object
202413209349305141

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