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Nonprofiteer
← BOSTON MEDICAL CENTER HEALTH PLAN INC

Form 990 for tax year 2023

Filed by BOSTON MEDICAL CENTER HEALTH PLAN INC.

Totals

Total revenue
$5,196,975,117
Total expenses
$5,141,306,831
Contributions and grants received
$0
Grants paid
$0
Program services expenses (Part IX)
$5,125,051,603
Management and general expenses
$16,255,228
Fundraising expenses
$0
Program service expenses (Part III)
$5,125,051,603

Program services were 99.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • HEATHER THILTGEN

    TRUSTEE/PRESIDENT

    Total calculated
    $1,197,985
    From this org
    $1,050,716
    From related orgs
    $0
    Other
    $147,269
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $654,716
    Bonus
    $336,000
    Other
    $60,000
    Deferred
    $106,860
    Nontaxable benefits
    $40,409
    Filer's total
    $1,197,985

  • ALASTAIR BELL MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • JAMES BLUE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • AMANDA EISEL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CHRISTOPHER GORDON

    TRUSTEE (THRU 7/9/24)

    Total calculated
    $0
    Hours/week
    1

  • SUSAN LEVINE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JAMES MACPHEE

    TRUSTEE (AS OF 7/9/24)

    Total calculated
    $0
    Hours/week
    1

  • PAUL MENDIS MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • NEELA MONTGOMERY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JEFFREY SCHWARTZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ROBERT SWEET

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MARK TABER

    CHAIR/TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • TARSHA WEAVER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JAMES COLLINS

    TREASURER/CFO (THRU 6/30/24)

    Total calculated
    $778,416
    From this org
    $674,273
    From related orgs
    $0
    Other
    $104,143
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $471,773
    Bonus
    $202,500
    Other
    $0
    Deferred
    $63,734
    Nontaxable benefits
    $40,409
    Filer's total
    $778,416

  • DARREN BENNETT SENIOR VP THRU

    6/30/24), TREAS/CFO (EFF. 7/1/24)

    Total calculated
    $484,768
    From this org
    $434,874
    From related orgs
    $0
    Other
    $49,894
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $308,624
    Bonus
    $126,250
    Other
    $0
    Deferred
    $21,792
    Nontaxable benefits
    $28,102
    Filer's total
    $484,768

  • SERINA BARKLEY

    CHIEF LEGAL OFF/CLERK

    Total calculated
    $522,900
    From this org
    $492,450
    From related orgs
    $0
    Other
    $30,450
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $304,012
    Bonus
    $188,438
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $30,450
    Filer's total
    $522,900

  • DIANA CRUZ

    CHIEF OPERATING OFFICER

    Total calculated
    $695,271
    From this org
    $610,962
    From related orgs
    $0
    Other
    $84,309
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $419,712
    Bonus
    $191,250
    Other
    $0
    Deferred
    $43,900
    Nontaxable benefits
    $40,409
    Filer's total
    $695,271

  • RAJESH NAIR

    CHIEF INFO OFFICER (EFF. 5/2023)

    Total calculated
    $746,519
    From this org
    $724,812
    From related orgs
    $0
    Other
    $21,707
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $272,312
    Bonus
    $452,500
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $21,707
    Filer's total
    $746,519

  • HOWARD LU

    CHIEF MEDICAL OFFICER (THRU 8/1/24)

    Total calculated
    $683,273
    From this org
    $668,681
    From related orgs
    $0
    Other
    $14,592
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $461,681
    Bonus
    $207,000
    Other
    $0
    Deferred
    $762
    Nontaxable benefits
    $13,830
    Filer's total
    $683,273

  • PAUL WINGLE

    CHIEF PRODUCT AND SALES OFFICER

    Total calculated
    $487,995
    From this org
    $449,879
    From related orgs
    $0
    Other
    $38,116
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $341,441
    Bonus
    $108,438
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $38,116
    Filer's total
    $487,995

  • JENNIFER CARBONE

    SVP, SERVICE & OPERATIONS

    Total calculated
    $494,440
    From this org
    $447,878
    From related orgs
    $0
    Other
    $46,562
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $317,878
    Bonus
    $130,000
    Other
    $0
    Deferred
    $9,623
    Nontaxable benefits
    $36,939
    Filer's total
    $494,440

  • WILLIAM KEOUGH

    SENIOR MEDICAL DIRECTOR

    Total calculated
    $436,063
    From this org
    $413,508
    From related orgs
    $0
    Other
    $22,555
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $309,409
    Bonus
    $104,099
    Other
    $0
    Deferred
    $9,448
    Nontaxable benefits
    $13,107
    Filer's total
    $436,063

  • MATTHEW CONNELL

    SVP, PHARMACY SERVICES

    Total calculated
    $463,156
    From this org
    $417,124
    From related orgs
    $0
    Other
    $46,032
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $302,749
    Bonus
    $114,375
    Other
    $0
    Deferred
    $9,189
    Nontaxable benefits
    $36,843
    Filer's total
    $463,156

  • DANIEL CONCAUGH

    VP, NETWORK CONTRACTING

    Total calculated
    $482,719
    From this org
    $436,751
    From related orgs
    $0
    Other
    $45,968
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $307,506
    Bonus
    $129,245
    Other
    $0
    Deferred
    $9,446
    Nontaxable benefits
    $36,522
    Filer's total
    $482,719

  • KIMBERLY SINCLAIR

    FORMER CHIEF INFORMATION OFFICER

    Total calculated
    $445,090
    From this org
    $443,186
    From related orgs
    $0
    Other
    $1,904
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $5,954
    Bonus
    $0
    Other
    $437,232
    Deferred
    $984
    Nontaxable benefits
    $920
    Filer's total
    $445,090

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 · Housing allowance or residence for personal use
  • 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
  • 6a · Pay contingent on this organization's net earnings
  • 7 · Other non-fixed payments

Answered no

  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 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 1A
WELLSENSE PROVIDED PRESIDENT THILTGEN WITH A TRAVEL/LODGING ALLOWANCE OF $60,000 WHICH IS REPORTED AS TAXABLE COMPENSATION ON SCHEDULE J, PART II, COLUMN (B)(III).
PART I, LINE 1B
THE PRESIDENT OF WELLSENSE RECEIVES A HOUSING STIPEND TO ALLOW FOR TRAVEL AND HOUSING AS IT RELATES TO LOCAL MEETINGS WITH SYSTEM AND PLAN PERSONNEL. THIS PLAN WAS DEVELOPED AND APPROVED BY SYSTEM SENIOR LEADERS. THE STIPEND IS TREATED AS TAXABLE COMPENSATION.
PART I, LINES 4A-B
LINE 4A THE AMOUNT OF SEVERANCE COMPENSATION PAID TO KIMBERLY SINCLAIR WAS $313,771, WHICH IS REPORTED ON SCHEDULE J, PART II, COLUMN B(III). LINE 4B WELLSENSE PROVIDES A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN TO CERTAIN SUPPLEMENTAL EXECUTIVES. AMOUNTS ARE CREDITED TO PARTICIPANTS' ACCOUNTS EACH YEAR. PLAN AMOUNTS ARE SUBJECT TO FORFEITURE AND PAYMENT ONLY IF CERTAIN CONDITIONS ARE MET, AS OUTLINED IN WELLSENSE'S AGREEMENT.
PART I, LINE 6
WELLSENSE PAID COMPENSATION CONTINGENT OF THE NET EARNINGS OF THE ORGANIZATION BASED ON THE ACHIEVEMENT OF VARIOUS GOALS. THESE COMPENSATION AMOUNTS ARE REFLECTED IN SCHEDULE J, PART II, COLUMN B(II).
PART I, LINE 7
DURING CALENDAR YEAR 2023, WELLSENSE PAID SIGN-ON BONUSES, RETENTION BONUSES, AND OTHER BONUSES TO SOME EMPLOYEES LISTED WHERE DISCRETION WAS EXERCISED BY MANAGEMENT.
SCHEDULE J, PART II:
KIMBERLY SINCLAIR, FORMER CHIEF INFORMATION OFFICER OF WELLSENSE, WAS COMPENSATED BY BOSTON MEDICAL CENTER CORPORATION, AN UNRELATED ORGANIZATION, FOR SERVICES PROVIDED TO WELLSENSE. 100% OF KIMBERLY SINCLAIR'S TIME AND COMPENSATION WAS RELATED TO THE SERVICES PROVIDED TO WELLSENSE. KIMBERLY SINCLAIR'S TOTAL REPORTABLE COMPENSATION, RETIREMENT/DEFERRED COMPENSATION, AND NONTAXABLE BENEFITS FOR 2023 WAS $443,186, $984, AND $920, RESPECTIVELY. SERINA BARKLEY, CHIEF LEGAL OFFICER AND CLERK OF WELLSENSE, WAS COMPENSATED BY BOSTON MEDICAL CENTER CORPORATION, AN UNRELATED ORGANIZATION, FOR SERVICES PROVIDED TO WELLSENSE. 100% OF SERINA BARKLEY'S TIME AND COMPENSATION WAS RELATED TO THE SERVICES PROVIDED TO WELLSENSE. SERINA BARKLEY'S TOTAL REPORTABLE COMPENSATION, RETIREMENT/DEFERRED COMPENSATION, AND NONTAXABLE BENEFITS FOR 2023 WAS $492,450, $0, AND $30,450, RESPECTIVELY.

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.

Provenance

Return type
form_990
Tax year
2023
Filed
14 August 2025
IRS schema version
2023v6.0
Source object
202532269349303218

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