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Nonprofiteer
← HEALTH FIRST HEALTH PLANS INC

Form 990 for tax year 2022

Filed by HEALTH FIRST HEALTH PLANS INC.

Totals

Total revenue
$474,117,673
Total expenses
$463,244,049
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$472,025,048
Investment income
$2,092,625
Other revenue
$0
Total assets, end of year
$269,740,164
Total liabilities, end of year
$138,626,582
Net assets or fund balances, end of year
$131,113,582
Program services expenses (Part IX)
$451,476,666
Management and general expenses
$11,767,383
Fundraising expenses
$0
Program service expenses (Part III)
$451,476,666

Program services were 97.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • STEVEN P JOHNSON

    CHAIR/PRESIDENT/CEO HFI (END 2/2023)

    Total calculated
    $2,208,499
    From this org
    $0
    From related orgs
    $2,183,427
    Other
    $25,072
    Hours/week
    4 + 36 related

    Schedule J breakdown matched by us

    Base
    $0 + $2,162,221 related
    Bonus
    $0
    Other
    $0 + $21,206 related
    Deferred
    $0 + $8,200 related
    Nontaxable benefits
    $0 + $16,872 related
    Filer's total
    $0 + $2,208,499 related

  • DREW A RECTOR

    EVP CSO/VC (END 4/2023)

    Total calculated
    $1,195,723
    From this org
    $0
    From related orgs
    $1,166,423
    Other
    $29,300
    Hours/week
    4 + 36 related

    Schedule J breakdown matched by us

    Base
    $0 + $844,570 related
    Bonus
    $0
    Other
    $0 + $321,853 related
    Deferred
    $0 + $8,200 related
    Nontaxable benefits
    $0 + $21,100 related
    Filer's total
    $0 + $1,195,723 related

  • MICHAEL A SCIALDONE

    EVP/CFO HFI/SEC/TREA (END 1/2023)

    Total calculated
    $917,976
    From this org
    $0
    From related orgs
    $896,876
    Other
    $21,100
    Hours/week
    4 + 36 related

    Schedule J breakdown matched by us

    Base
    $0 + $723,726 related
    Bonus
    $0
    Other
    $0 + $173,150 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $21,100 related
    Filer's total
    $0 + $917,976 related

  • BRETT A ESROCK

    EXEC CFO/COO TREASURER (1/2023

    Total calculated
    $761,751
    From this org
    $0
    From related orgs
    $735,252
    Other
    $26,499
    Hours/week
    4 + 36 related

    Schedule J breakdown matched by us

    Base
    $0 + $725,700 related
    Bonus
    $0
    Other
    $0 + $9,552 related
    Deferred
    $0 + $8,200 related
    Nontaxable benefits
    $0 + $18,299 related
    Filer's total
    $0 + $761,751 related

  • MATTHEW F GERRELL

    PRESIDENT/SR VP CEO

    Total calculated
    $652,509
    From this org
    $0
    From related orgs
    $622,114
    Other
    $30,395
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $522,561 related
    Bonus
    $0
    Other
    $0 + $99,553 related
    Deferred
    $0 + $8,200 related
    Nontaxable benefits
    $0 + $22,195 related
    Filer's total
    $0 + $652,509 related

  • FRANK S LETHERBY

    DIRECTOR

    Total calculated
    $651,511
    From this org
    $0
    From related orgs
    $623,512
    Other
    $27,999
    Hours/week
    4 + 36 related

    Schedule J breakdown matched by us

    Base
    $0 + $613,517 related
    Bonus
    $0
    Other
    $0 + $9,995 related
    Deferred
    $0 + $8,200 related
    Nontaxable benefits
    $0 + $19,799 related
    Filer's total
    $0 + $651,511 related

  • DALE A DETTMER ESQ

    DIRECTOR

    Total calculated
    $13,968
    From this org
    $0
    From related orgs
    $13,968
    Other
    $0
    Hours/week
    1 + 2 related

  • ALAN L PRESTWOOD

    DIRECTOR

    Total calculated
    $7,891
    From this org
    $0
    From related orgs
    $7,891
    Other
    $0
    Hours/week
    1 + 8 related

  • KIM K PATRICK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 8 related

  • NICHOLAS W ROMANELLO ESQ

    SECRETARY

    Total calculated
    $765,983
    From this org
    $0
    From related orgs
    $736,683
    Other
    $29,300
    Hours/week
    4 + 36 related

    Schedule J breakdown matched by us

    Base
    $0 + $588,875 related
    Bonus
    $0
    Other
    $0 + $147,808 related
    Deferred
    $0 + $8,200 related
    Nontaxable benefits
    $0 + $21,100 related
    Filer's total
    $0 + $765,983 related

  • TAYLOR K SMITH

    INTERIM CEO HFI (BEG 2/2023)

    Total calculated
    $61,634
    From this org
    $0
    From related orgs
    $61,634
    Other
    $0
    Hours/week
    4 + 36 related

  • JOSHUA P PULVER

    VP CFO HFHP

    Total calculated
    $453,817
    From this org
    $0
    From related orgs
    $425,301
    Other
    $28,516
    Hours/week
    18 + 22 related

    Schedule J breakdown matched by us

    Base
    $0 + $423,591 related
    Bonus
    $0
    Other
    $0 + $1,710 related
    Deferred
    $0 + $8,200 related
    Nontaxable benefits
    $0 + $20,316 related
    Filer's total
    $0 + $453,817 related

  • ROBERT K HENRY

    FORMER DIRECTOR (END 9/2022)

    Total calculated
    $12,368
    From this org
    $0
    From related orgs
    $12,368
    Other
    $0
    Hours/week
    0 + 6 related

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $12,368 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $12,368 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

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

SCHEDULE J: PART I, LINE 3
COMPENSATION IS PAID BY HEALTH FIRST SHARED SERVICES, INC. EIN: 59-3336894 AND REIMBURSED BY HEALTH FIRST COMMERCIAL PLANS, INC. THE FILING ORGANIZATION RELIED ON HEALTH FIRST SHARED SERVICES, INC. FOR ESTABLISHING THE TOP MANAGEMENT OFFICIAL'S COMPENSATION. SEE CORE 990, PART VI, SECTION B, LINE 15 ON SCHEDULE O FOR FURTHER INFORMATION REGARDING THE PROCESS UTILIZED.
PART 1, LINE 4B:
THE FOLLOWING INDIVIDUALS PARTICIPATE IN CAP-EX (A SPLIT DOLLAR LIFE INSURANCE AGREEMENT IN PLACE OF A TRADITIONAL SERP) AND HAVE ESTABLISHED A PREMIUM DEPOSIT ACCOUNT. THE ACCOUNT IS CONNECTED TO THE INSURANCE POLICY AND WILL BE USED TO PAY FUTRE PREMIUMS ON THE POLICY. THE INDIVIDUALS ARE TAXED ON ANY EARNINGS GENERATED BY THIS ACCOUNT. DURING THE TAX YEAR, THE FOLLOWING INDIVIDUALS RECEIVED TAX WITHDRAWAL AMOUNTS TO COVER THEIR TAX LIABILITY. SEE HEALTH FIRST SHARED SERVICES, INC. (EIN: 59-3336894) FORM 990, AND RELATED SCHEDULES FOR FURTHER DETAILS ON THE PROGRAM. STEVEN P. JOHNSON $2,136 BRETT A. ESROCK $1,566 FRANK S. LETHERBY $4,819 MICHAEL A. SCIALDONE $0

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.

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2022
Filed
13 August 2024
IRS schema version
2022v5.0
Source object
202422279349303227

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