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Nonprofiteer
← INDIANA UNIVERSITY HEALTH PLANS NFP INC

Form 990 for tax year 2024

Filed by INDIANA UNIVERSITY HEALTH PLANS NFP INC.

Totals

Total revenue
$250,993,892
Total expenses
$223,021,023
Contributions and grants received
$0
Grants paid
$0
Program services expenses (Part IX)
$215,879,539
Management and general expenses
$7,141,484
Fundraising expenses
$0
Program service expenses (Part III)
$215,879,539

Program services were 96.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • RONALD L STIVER

    DIRECTOR/Chair

    Total calculated
    $1,740,650
    From this org
    $0
    From related orgs
    $1,526,456
    Other
    $214,194
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $767,600 related
    Bonus
    $0 + $378,209 related
    Other
    $0 + $380,647 related
    Deferred
    $0 + $150,495 related
    Nontaxable benefits
    $0 + $63,699 related
    Filer's total
    $0 + $1,740,650 related
  • STEPHANIE L MOTTER

    DIRECTOR/PRESIDENT

    Total calculated
    $1,163,079
    From this org
    $0
    From related orgs
    $991,158
    Other
    $171,921
    Hours/week
    25 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $637,841 related
    Bonus
    $0 + $350,878 related
    Other
    $0 + $2,439 related
    Deferred
    $0 + $129,630 related
    Nontaxable benefits
    $0 + $42,291 related
    Filer's total
    $0 + $1,163,079 related
  • ARTHUR VASQUEZ

    DIRECTOR

    Total calculated
    $1,018,917
    From this org
    $0
    From related orgs
    $848,653
    Other
    $170,264
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $591,884 related
    Bonus
    $0 + $254,900 related
    Other
    $0 + $1,869 related
    Deferred
    $0 + $116,832 related
    Nontaxable benefits
    $0 + $53,432 related
    Filer's total
    $0 + $1,018,917 related
  • DAVID BURTON

    DIRECTOR

    Total calculated
    $568,693
    From this org
    $0
    From related orgs
    $489,922
    Other
    $78,771
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $427,551 related
    Bonus
    $0 + $61,129 related
    Other
    $0 + $1,242 related
    Deferred
    $0 + $13,800 related
    Nontaxable benefits
    $0 + $64,971 related
    Filer's total
    $0 + $568,693 related
  • GREGORY C KIRAY MD

    DIRECTOR

    Total calculated
    $1,138,600
    From this org
    $0
    From related orgs
    $986,385
    Other
    $152,215
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $538,115 related
    Bonus
    $0 + $321,599 related
    Other
    $0 + $126,671 related
    Deferred
    $0 + $121,499 related
    Nontaxable benefits
    $0 + $30,716 related
    Filer's total
    $0 + $1,138,600 related
  • JENNIFER M ALVEY

    DIRECTOR

    Total calculated
    $2,092,865
    From this org
    $0
    From related orgs
    $1,820,915
    Other
    $271,950
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,155,318 related
    Bonus
    $0 + $501,519 related
    Other
    $0 + $164,078 related
    Deferred
    $0 + $211,251 related
    Nontaxable benefits
    $0 + $60,699 related
    Filer's total
    $0 + $2,092,865 related
  • NICHOLE WILSON

    DIRECTOR

    Total calculated
    $476,721
    From this org
    $0
    From related orgs
    $434,037
    Other
    $42,684
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $365,486 related
    Bonus
    $0 + $67,741 related
    Other
    $0 + $810 related
    Deferred
    $0 + $11,499 related
    Nontaxable benefits
    $0 + $31,185 related
    Filer's total
    $0 + $476,721 related
  • DOUGLAS R FAUTH

    Secretary

    Total calculated
    $222,993
    From this org
    $0
    From related orgs
    $183,892
    Other
    $39,101
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $167,576 related
    Bonus
    $0 + $14,336 related
    Other
    $0 + $1,980 related
    Deferred
    $0 + $7,454 related
    Nontaxable benefits
    $0 + $31,647 related
    Filer's total
    $0 + $222,993 related
  • SCOTT M BLACK

    TREASURER

    Total calculated
    $545,963
    From this org
    $0
    From related orgs
    $469,536
    Other
    $76,427
    Hours/week
    2 + 51 related

    Schedule J breakdown matched by us

    Base
    $0 + $390,711 related
    Bonus
    $0 + $75,261 related
    Other
    $0 + $3,564 related
    Deferred
    $0 + $13,800 related
    Nontaxable benefits
    $0 + $62,627 related
    Filer's total
    $0 + $545,963 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 — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
IU HEALTH PLAN NFP'S PRESIDENT WAS EMPLOYED BY RELATED PARTY AND PARENT ORGANIZATION, IU HEALTH, INC. IU HEALTH'S PROCESS FOR DETERMINING COMPENSATION INCLUDES THE USE OF A COMPENSATION SURVEY/STUDY CONDUCTED BY AN INDEPENDENT COMPENSATION CONSULTANT WITH REVIEW AND APPROVAL BY THE TALENT MANAGEMENT AND EXECUTIVE COMPENSATION COMMITTEE AND THE BOARD OF DIRECTORS. PLEASE SEE SCHEDULE O FOR ADDITIONAL DETAILS.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
JENNIFER M. ALVEY, RONALD L. STIVER, GREGORY C. KIRAY, M.D., STEPHANIE L. MOTTER, AND ARTHUR VASQUEZ PARTICIPATE IN AN IU HEALTH SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN, PROVISIONS OF WHICH ARE DESIGNED TO RETAIN ITS CRITICAL EMPLOYEES. THE PLAN PROVIDES FOR AN ADDITIONAL RETIREMENT BENEFIT FOR SERVICE THROUGH NORMAL RETIREMENT OR OTHER KEY DATES. IF THE EXECUTIVE LEAVES PRIOR TO RETIREMENT OR OTHER KEY DATES, THE BENEFIT MAY BE FORFEITED OR REDUCED. EACH OF THE EXECUTIVES LISTED ABOVE HAS AN AMOUNT INCLUDED IN COLUMN C, DEFERRED COMPENSATION, REPRESENTING THE CURRENT YEAR UNVESTED CONTRIBUTIONS MADE UNDER THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. THESE AMOUNTS WERE NOT PAID TO THE EXECUTIVES DURING THE YEAR. THE FOLLOWING EXECUTIVES HAVE AN AMOUNT INCLUDED IN COLUMN B (III), OTHER REPORTABLE COMPENSATION, REPRESENTING THE CURRENT YEAR VESTED AMOUNTS RECEIVED UNDER THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN: - JENNIFER M. ALVEY: $158,657 - RON STIVER: $377,296 - GREGORY KIRAY: $111,464
Schedule J, Part I, Line 7 Non-fixed payments
AMOUNTS DISCLOSED IN COLUMN B(II) INCLUDE A LONG TERM INCENTIVE FOR CERTAIN EXECUTIVES. ALTHOUGH THESE PLANS ARE BASED ON A FIXED FORMULA THAT HAS BEEN APPROVED BY THE BOARD OF DIRECTORS BASED UPON CERTAIN QUALITATIVE AND QUANTITATIVE FACTORS AND GOALS, ALL DISCRETIONARY INCENTIVE PLANS MUST BE APPROVED BY THE BOARD OF DIRECTORS PRIOR TO ANY INCENTIVE PAYOUT.

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
2024
Filed
13 November 2025
IRS schema version
2024v5.1
Source object
202533179349308503

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