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← HEALTH ALLIANCE PLAN OF MICHIGAN

Form 990 for tax year 2024

Filed by HEALTH ALLIANCE PLAN OF MICHIGAN.

Totals

Total revenue
$1,636,128,583
Total expenses
$1,609,912,895
Contributions and grants received
$0
Grants paid
$167,500
Program service revenue
$1,616,644,328
Investment income
$19,313,444
Other revenue
$170,811
Total assets, end of year
$703,335,429
Total liabilities, end of year
$332,309,199
Net assets or fund balances, end of year
$371,026,230
Program services expenses (Part IX)
$1,583,811,672
Management and general expenses
$26,101,223
Fundraising expenses
$0
Program service expenses (Part III)
$1,583,811,672

Program services were 98.4% 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.

  • 2a · Program service revenue: HEALTH CARE PREMIUMS

    total $1,614,118,599 · related or exempt $1,614,118,599

  • 2b · Program service revenue: HLTH INS CLAIMS ASSESSMT

    total $2,525,729 · related or exempt $2,525,729

  • 3 · Investment income

    total $19,363,615 · unrelated business $54,008 · excluded $19,309,607

  • 7a · Gross sales of assets other than inventory

    securities $70,746,979

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

    securities $70,797,150

  • 7c · Gain or loss

    securities -$50,171

  • 7d · Net gain or loss

    total -$50,171 · excluded -$50,171

  • 11a · Other revenue: DELTA DENTAL COMMISSIONS

    total $137,119 · related or exempt $137,119

  • 11b · Other revenue: RENAISSANCE INCOME

    total $33,692 · related or exempt $33,692

  • 11e · Other revenue, total

    $170,811

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $167,500 · program services $167,500

  • 4 · Benefits paid to or for members

    total $1,424,888,125 · program services $1,424,888,125

  • 5 · Compensation of officers, directors and key employees

    total $3,991,757 · program services $1,911,809 · management and general $2,079,948

  • 7 · Other salaries and wages

    total $43,168,800 · program services $34,820,920 · management and general $8,347,880

  • 8 · Pension plan contributions

    total $5,502,796 · program services $4,774,281 · management and general $728,515

  • 9 · Other employee benefits

    total $7,172,656 · program services $6,223,069 · management and general $949,587

  • 10 · Payroll taxes

    total $6,385,918 · program services $5,540,389 · management and general $845,529

  • 11b · Fees: legal

    total $736,320 · management and general $736,320

  • 11c · Fees: accounting

    total $45,000 · program services $45,000

  • 11f · Fees: investment management

    total $364,831 · management and general $364,831

  • 11g · Fees: other

    total $16,373,781 · program services $15,332,085 · management and general $1,041,696

  • 12 · Advertising and promotion

    total $31,451,715 · program services $31,449,989 · management and general $1,726

  • 13 · Office expenses

    total $2,447,000 · program services $1,901,682 · management and general $545,318

  • 14 · Information technology

    total $19,229,595 · program services $17,882,573 · management and general $1,347,022

  • 16 · Occupancy

    total $2,707,590 · program services $2,495,402 · management and general $212,188

  • 17 · Travel

    total $467,133 · program services $243,168 · management and general $223,965

  • 19 · Conferences, conventions and meetings

    total $71,752 · program services $37,422 · management and general $34,330

  • 20 · Interest

    total $151,122 · management and general $151,122

  • 22 · Depreciation, depletion and amortization

    total $24,656,507 · program services $23,757,063 · management and general $899,444

  • 24a · Other expenses: CONTINGENCY-OTHER

    total $8,440,300 · program services $8,440,300

  • 24b · Other expenses: ADMIN ALLOC FEES

    total $7,345,451 · management and general $7,345,451

  • 24c · Other expenses: ACA TAX

    total $2,868,439 · program services $2,868,439

  • 24d · Other expenses: EQP REP / MAINT

    total $574,794 · program services $328,443 · management and general $246,351

  • 24e · All other expenses

    total $704,013 · program services $704,013

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $52,192,400 · end of year $39,081,901

  • 2 · Savings and temporary cash investments

    beginning of year $218,821,941 · end of year $251,021,733

  • 4 · Accounts receivable

    beginning of year $79,552,575 · end of year $92,831,563

  • 9 · Prepaid expenses and deferred charges

    beginning of year $14,601,849 · end of year $14,423,853

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

    $241,563,953

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

    $187,997,243

  • 10c · Land, buildings and equipment, net

    beginning of year $58,658,261 · end of year $53,566,710

  • 11 · Investments: publicly traded securities

    beginning of year $88,836,370 · end of year $92,217,673

  • 13 · Investments: program-related

    end of year $113,921,879

  • 14 · Intangible assets

    beginning of year $35,680,518 · end of year $33,904,082

  • 15 · Other assets

    beginning of year $120,279,598 · end of year $12,366,035

  • 17 · Accounts payable and accrued expenses

    beginning of year $67,198,955 · end of year $68,495,921

  • 19 · Deferred revenue

    beginning of year $14,563,052 · end of year $17,683,769

  • 25 · Other liabilities

    beginning of year $253,314,510 · end of year $246,129,509

  • 27 · Net assets without donor restrictions

    beginning of year $333,546,995 · end of year $371,026,230

Mission and programs · 2024

Mission

TO IMPROVE THE HEALTH STATUS OF THE RESIDENTS IN ALL OF THE COMMUNITIES WE SERVE. WE ACCOMPLISH THIS THROUGH INNOVATIVE PROGRAMS TO PROVIDE HEALTH CARE COVERAGE WITH AN EMPHASIS ON PREVENTATIVE CARE AS WELL AS OUTREACH PROGRAMS TO THE COMMUNITIES AIMED AT ENHANCING AND PROMOTING HEALTHIER COMMUNITIES.

Activities or mission (Part I)

PROVIDE ACCESS TO QUALITY HEALTH CARE COVERAGE.

  • CORPORATE OVERVIEWHAP IS A SUBSIDIARY OF HENRY FORD HEALTH ONE OF THE NATION'S LEADING HEALTH CARE SYSTEMS. HAP PROVIDES COVERAGE TO INDIVIDUALS, COMPANIES AND ORGANIZATIONS. WE PARTNER WITH DOCTORS, EMPLOYERS AND COMMUNITY GROUPS TO IMPROVE THE OVERALL HEALTH OF EVERY COMMUNITY WE SERVE. OUR MISSION IS TO ENHANCE THE HEALTH AND WELL-BEING OF THE LIVES WE TOUCH.COMPANY HIGHLIGHTS: FOUNDED IN 1960 BASED IN DETROIT, MICHIGAN 419,994 MEMBERS AND 900 PLUS EMPLOYEESIN AUGUST 2023, HAP AND CARESOURCE, AN OHIO-BASED NONPROFIT MANAGED CARE HEALTH PLAN, ENTERED INTO AN AGREEMENT TO FORM A JOINT VENTURE. THE GOAL OF THE JOINT VENTURE IS TO BRING HIGH-QUALITY COVERAGE TO MORE MICHIGAN RESIDENTS. THIS POSITIONS HENRY FORD HEALTH AND THE JOINT VENTURE IN AN EXTREMELY STRONG STRATEGIC POSITION FOR A SUCCESSFUL MEDICAID PROCUREMENT, STATEWIDE MEDICAID GROWTH, AND RE-ENTRY INTO THE ON-EXCHANGE INDIVIDUAL MARKET. HAP IS A FULL-SERVICE HEALTH INSURANCE COMPANY WITH DISTINCT PRODUCT PORTFOLIOS: EMPLOYER GROUP PLANS HMO, PPO, EPO, NARROW NETWORK AND CONSUMER-DRIVEN HEALTH PLANS. HEALTH ENGAGEMENT PROGRAM OFFERS EMPLOYEES INCENTIVES TO ADOPT A HEALTHIER LIFESTYLE. INDIVIDUAL PLANS HAP PLANS HMO, PPO AND HEALTH SAVINGS ACCOUNT ARE FOR INDIVIDUALS AND FAMILIES NOT COVERED THROUGH EMPLOYER HEALTH INSURANCE. MEDICARE HAP MEDICARE SOLUTIONS OFFER HMO AND PPO HEALTH PLANS, PRESCRIPTION DRUG PLANS AND MEDICARE SUPPLEMENT PLANS FOR INDIVIDUALS AND EMPLOYER-SPONSORED EMPLOYEES AND RETIREES. MEDICAID HAP EMPOWERED HEALTH PLAN IS AN HMO BASED IN SOUTHEAST MICHIGAN WITH ABOUT 33,383 ENROLLEES. SELF-FUNDED ASO AND ASR HEALTH BENEFITS OFFER COMPETITIVE OPTIONS FOR EMPLOYERS AND HEALTH AND WELFARE FUNDS SEEKING TO SELF-FUND THEIR HEALTH BENEFIT COSTS. NETWORK LEASING HAP PREFERRED, INC. IS A PPO NETWORK THAT CAN BE ADMINISTERED BY THIRD-PARTY ADMINISTRATORS AND HEALTH AND WELFARE FUNDS.PARTICIPATING PHYSICIANS AND ANCILLARY PROVIDERS: HAP'S ROBUST PROVIDER NETWORKS INCLUDE THE LEADING MICHIGAN DOCTORS, HOSPITALS, AND HEALTH SYSTEMS.HAP CONTRACTS WITH MORE THAN 50,000 PROVIDER PARTNERS AND 88 PLUS MICHIGAN HOSPITALS TO SERVE ITS MEMBERS. STATEWIDE AND NATIONAL PROVIDER NETWORK SOLUTIONS ARE AVAILABLE FOR OTHER PRODUCT LINES THROUGH STRATEGIC PARTNERSHIPS FOR COMPANIES WITH MULTIPLE LOCATIONS. HAP EXPENDS A CONSIDERABLE AMOUNT OF RESOURCES COMMUNICATING WITH MEMBERS AND PROVIDING SUPPORTIVE HEALTH PROGRAMS AND RESOURCES TO HELP THEM ACHIEVE SUSTAINABLE HEALTHY HABITS AND MANAGE CHRONIC CONDITIONS. EXAMPLES OF HEALTH AND WELLNESS PROGRAMS AND RESOURCES INCLUDE: PREVENTIVE AND WELLNESS SERVICES: HAP COVERS PREVENTIVE SERVICES, INCLUDING CANCER SCREENINGS, PHYSICALS, FLU SHOTS AND MORE. WORKSITE WELLNESS PROGRAMS: FREE OR LOW-COST PREVENTIVE SERVICES AND HEALTH EDUCATION FOR THE WORKPLACE. ISTRIVE FOR BETTER HEALTH: ONLINE HEALTH ASSESSMENT AND DIGITAL COACHING. EASY-TO-UNDERSTAND EDUCATIONAL TOOLS: WE HELP MEMBERS MANAGE THEIR PLAN BENEFITS AND OVERALL HEALTH.COMMUNITY OUTREACH OVERVIEW & INITIATIVESESTABLISHING AND MANAGING RELATIONSHIPS WITH NON-PROFIT ORGANIZATIONS THAT SUPPORT COMMUNITY HEALTH AND WELL-BEING IS AN INTEGRAL PART OF THE MISSION AND VISION OF HAP'S COMMUNITY OUTREACH DEPARTMENT. 2024 ACTIVITIES AND ACCOMPLISHMENTS IN COMMUNITY OUTREACHKEY INITIATIVES: ESTABLISH AND MANAGE RELATIONSHIPS WITH HUMAN SERVICE AGENCIES AND NON-PROFIT ORGANIZATIONS THAT SUPPORT COMMUNITY HEALTH AND WELL-BEING. SUPPORT PROGRAMS AT SENIOR CENTERS, AREA AGENCIES ON AGING AND VETERANS AFFAIRS ORGANIZATIONS TO KEEP THE HAP BRAND TOP OF MIND AMONG MEDICARE ADVANTAGE PROSPECTS. DEVELOP AND PRESENT MEMBER ENGAGEMENT ACTIVITIES TO AID IN RETENTION FOR ALL LINES OF BUSINESS. PARTNER WITH HENRY FORD HEALTH, OTHER CONTRACTED PROVIDERS AND ENROLLED EMPLOYER GROUPS TO PRESENT COMMUNITY EVENTS AND MEMBER ENGAGEMENT ACTIVITIES. COLLABORATE WITH HAP HCM AND QUALITY TEAMS TO PRODUCE AND EXECUTE "CLINIC DAYS" TO CLOSE GAPS IN CARE FOR MEDICAID MEMBERS. IDENTIFY, PROMOTE, AND COORDINATE HAP EMPLOYEE VOLUNTEER OPPORTUNITIES. 1000 STAFF COMMUNITY VOLUNTEER HOURS WERE LOGGED IN 2024 MANAGE HIGH-PROFILE CORPORATE INITIATIVES SUCH AS THE AHA HEART WALK, THE HAP CRIM FESTIVAL OF RACES AND "GAME ON CANCER". COLLABORATE WITH ORGANIZATIONS OFFERING BOTH FINANCIAL ASSISTANCE AND VOLUNTEER SUPPORT. ADMINISTERED AND MANAGED 260 GRANTS, CHARITABLE DONATIONS AND CORPORATE SPONSORSHIPS WITH NON-PROFIT ORGANIZATIONS AND COMMUNITY PARTNERS, DIRECTLY TOUCHING OVER 1,000,000 LIVES. ENGAGED WITH HENRY FORD HEALTH, FQHC PARTNERS AND MUNICIPAL HEALTH DEPARTMENTS AT COMMUNITY VACCINATION EVENTS AT ONE FORD PLACE, CHURCHES, COMMUNITY CENTERS IN UNDERSERVED COMMUNITIES. HEALTH EQUITY REMAINS A CORE FOCUS FOR HAP, ALONGSIDE ADDRESSING FOOD INSECURITY AND ENSURING THE SOCIAL DETERMINANTS OF HEALTH FOR HUNDREDS OF THOUSANDS OF MICHIGAN RESIDENTS IN OUR CARE. TOTAL LIVES TOUCHED: 1,000,000SIGNATURE PROGRAMS AND PARTNERS:MOGO BIKES: WITH 620 BIKES AT 75 STATIONS, MOGO GIVES METRO-DETROITERS THE FREEDOM AND FLEXIBILITY TO MOVE AROUND AT PRICES THAT EVERYONE CAN AFFORD. MOGO IS MADE POSSIBLE THROUGH A SIGNIFICANT PARTNERSHIP WITH HENRY FORD HEALTH AND HEALTH ALLIANCE PLAN (HAP).CRIM FITNESS FOUNDATION: HAP PARTNERS WITH THIS FLINT-BASED AGENCY ON A VARIETY OF HEALTH, WELL-BEING AND COMMUNITY EDUCATION ENDEAVORS. MOST NOTABLY AS PRESENTING SPONSOR OF THE HAP CRIM FESTIVAL OF RACES AND CRIMFIT TRAINING PROGRAM. GAME ON, CANCER: GAME ON CANCER, A UNIQUE COLLABORATION BETWEEN HENRY FORD HEALTH, HAP, THE DETROIT LIONS AND THE DETROIT PISTONS, IS A PEER-TO-PEER TEAM-BASED FUNDRAISER DESIGNED TO ALLEVIATE BARRIERS CANCER PATIENTS FACE ON THEIR ROAD TO RECOVERY AND ADVANCE LEADING-EDGE RESEARCH. RUTH ELLIS CENTER: HAP PROVIDES SUPPORT ANNUALLY FOR THE RUTH ELLIS CENTER (REC), BASED IN HIGHLAND PARK. REC PROVIDES TRAUMA-INFORMED SERVICES FOR LESBIAN, GAY, BI-ATTRACTIONAL, TRANSGENDER AND QUESTIONING (LGBTQ+) YOUTH, AND YOUNG ADULTS, WITH AN EMPHASIS ON YOUNG PEOPLE OF COLOR, EXPERIENCING HOMELESSNESS, INVOLVED IN THE CHILD WELFARE SYSTEM, AND/OR EXPERIENCING BARRIERS TO HEALTH AND WELLBEING.DETROIT PUBLIC SCHOOLS COMMUNITY DISTRICT (DPSCD) HAS BEEN A GREAT PARTNER FOR THE LAST SEVERAL YEARS. THROUGH OUR PARTNERSHIP WE HAVE BEEN ABLE TO SPONSOR AND SUPPORT ALL SOCIAL DETERMINANTS OF HEALTH IN SOUTHEAST MICHIGAN. EACH CHILD THAT WE SUPPORTED WAS ABLE TO RECEIVE A BRAND NEW COAT OF CHOICE, HAT AND PAIR OF GLOVES.DENTAL CLINIC DAYS AND WOMEN'S CLINIC DAYS: HAP CARESOURCE SUCCESSFULLY HOSTED SEVERAL WOMEN'S CLINIC DAYS , PROVIDING VITAL PREVENTATIVE CARE AND SUPPORT TO OUR MEMBERS. HAP CARESOURCE ALSO COMPLETED SEVERAL ADULT ACCESS CLINIC DAYS THROUGHOUT THE CITY OF DETROIT, AIMING TO BRIDGE HEALTHCARE GAPS AND ENSURE MORE ADULTS RECEIVE THE CARE THEY NEED TO LIVE HEALTHY LIVES.ONESIGHT: HAP PARTNERED WITH ONESIGHT ESSILOR LUXOTTICA FOUNDATION AND EYE MED FOR A TWO-DAY VISION CLINIC AT GRACE COMMUNITY CHURCH PROVIDING COMMUNITY RESIDENTS FREE EYE EXAMS AND EYEGLASSES.MEALS ON WHEELS WEST MICHIGAN & FOOD BANK OF EASTERN MICHIGAN: OUR RELATIONSHIP WITH MEALS ON WHEELS IN GRAND RAPIDS WAS A RESULT OF OUR EXPANSION INTO MORE WESTERN MICHIGAN COUNTIES. IN 2024 WE SPONSORED SEVERAL COMMUNITY EVENTS RAISING MONEY AND AWARENESS TO ADDRESS FOOD INSECURITY AND SUPPORT COMMUNITY EFFORTS TO FIGHT HUNGER.OTHER PROGRAMS WHICH HAP ENGAGED IN 2024 INCLUDE: AMERICAN HEART ASSOCIATION AND STROKE WALK, CASS COMMUNITY SOCIAL SERVICES PARTNERSHIP, NOAH PROJECT PARTNERSHIP, FOOD GATHERERS AND DPS & RIVER ROUGE HIGH SCHOOL EXPERIENCE MSU GAME DAY.

    Expenses $1,583,811,672 · Grants $167,500 · Revenue $1,616,815,139

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Jeffrey A Chaffkin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mamatha Chamarthi

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Joni Mt Davis JD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Denise G Essenberg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Michael A Genord MD

    DIRECTOR/PRESIDENT (THRU 11/2024)

    Total calculated
    $2,051,756
    From this org
    $0
    From related orgs
    $2,023,899
    Other
    $27,857
    Hours/week
    58 + 7 related

    Schedule J breakdown matched by us

    Base
    $0 + $815,847 related
    Bonus
    $0 + $863,072 related
    Other
    $0 + $344,980 related
    Deferred
    $0 + $309 related
    Nontaxable benefits
    $0 + $27,548 related
    Filer's total
    $0 + $2,051,756 related

  • Jacalyn S Goforth

    DIRECTOR- CHAIR

    Total calculated
    $25,000
    From this org
    $0
    From related orgs
    $25,000
    Other
    $0
    Hours/week
    2 + 4 related

  • John K Gorman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Gregory Jackson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Raymond C Lope

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Adnan R Munkarah MD

    DIRECTOR

    Total calculated
    $3,443,767
    From this org
    $0
    From related orgs
    $3,373,948
    Other
    $69,819
    Hours/week
    1 + 64 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,609,011 related
    Bonus
    $0 + $1,312,608 related
    Other
    $0 + $452,329 related
    Deferred
    $0 + $29,501 related
    Nontaxable benefits
    $0 + $40,318 related
    Filer's total
    $0 + $3,443,767 related

  • Meerah Rajavel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Robert G Riney

    DIRECTOR

    Total calculated
    $7,081,174
    From this org
    $0
    From related orgs
    $7,019,469
    Other
    $61,705
    Hours/week
    1 + 64 related

    Schedule J breakdown matched by us

    Base
    $0 + $2,387,193 related
    Bonus
    $0 + $3,700,757 related
    Other
    $0 + $931,519 related
    Deferred
    $0 + $29,501 related
    Nontaxable benefits
    $0 + $32,204 related
    Filer's total
    $0 + $7,081,174 related

  • Felix M Valbuena MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Margaret Anderson

    DIRECTOR/PRESIDENT (START 11/2024)

    Total calculated
    $852,370
    From this org
    $814,173
    From related orgs
    $0
    Other
    $38,197
    Hours/week
    59 + 6 related

    Schedule J breakdown matched by us

    Base
    $439,472
    Bonus
    $264,822
    Other
    $109,879
    Deferred
    $6,038
    Nontaxable benefits
    $32,159
    Filer's total
    $852,370

  • Charles R Browning

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Margaret Kennedy CPA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Gwen M MacKenzie RN Mn Mhsa

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Archana Rajendra JD

    ASSISTANT SECRETARY

    Total calculated
    $423,747
    From this org
    $226,317
    From related orgs
    $186,035
    Other
    $11,395
    Hours/week
    55 + 5 related

    Schedule J breakdown matched by us

    Base
    $222,735 + $87,516 related
    Bonus
    $0 + $97,199 related
    Other
    $3,582 + $1,320 related
    Deferred
    $5,509
    Nontaxable benefits
    $4,301 + $1,585 related
    Filer's total
    $236,127 + $187,620 related

  • Marjorie A Staten JD

    SECRETARY (THRU 10/2024)

    Total calculated
    $262,958
    From this org
    $0
    From related orgs
    $247,026
    Other
    $15,932
    Hours/week
    2 + 63 related

    Schedule J breakdown matched by us

    Base
    $0 + $204,635 related
    Bonus
    $0 + $40,500 related
    Other
    $0 + $1,891 related
    Deferred
    $0 + $3,642 related
    Nontaxable benefits
    $0 + $12,290 related
    Filer's total
    $0 + $262,958 related

  • Robin S Damschroder

    TREASURER

    Total calculated
    $3,410,190
    From this org
    $0
    From related orgs
    $3,345,654
    Other
    $64,536
    Hours/week
    2 + 63 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,578,028 related
    Bonus
    $0 + $1,327,919 related
    Other
    $0 + $439,707 related
    Deferred
    $0 + $29,501 related
    Nontaxable benefits
    $0 + $35,035 related
    Filer's total
    $0 + $3,410,190 related

  • Steven B Bender Esq

    SECRETARY (START 10/2024)

    Total calculated
    $325,354
    From this org
    $0
    From related orgs
    $319,725
    Other
    $5,629
    Hours/week
    2 + 63 related

    Schedule J breakdown matched by us

    Base
    $0 + $169,566 related
    Bonus
    $0 + $150,000 related
    Other
    $0 + $159 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $5,629 related
    Filer's total
    $0 + $325,354 related

  • K Michael Treash

    SVP & COO

    Total calculated
    $825,444
    From this org
    $798,631
    From related orgs
    $0
    Other
    $26,813
    Hours/week
    55 + 5 related

    Schedule J breakdown matched by us

    Base
    $467,787
    Bonus
    $274,347
    Other
    $56,497
    Deferred
    $6,038
    Nontaxable benefits
    $20,775
    Filer's total
    $825,444

  • Charles Bloom Do

    CMO

    Total calculated
    $829,701
    From this org
    $716,089
    From related orgs
    $0
    Other
    $113,612
    Hours/week
    55 + 5 related

    Schedule J breakdown matched by us

    Base
    $442,347
    Bonus
    $271,120
    Other
    $2,622
    Deferred
    $73,742
    Nontaxable benefits
    $39,870
    Filer's total
    $829,701

  • Merrill Hausenfluck

    CFO/ASST. TREASURER

    Total calculated
    $761,714
    From this org
    $664,026
    From related orgs
    $0
    Other
    $97,688
    Hours/week
    55 + 5 related

    Schedule J breakdown matched by us

    Base
    $462,968
    Bonus
    $198,436
    Other
    $2,622
    Deferred
    $63,842
    Nontaxable benefits
    $33,846
    Filer's total
    $761,714

  • Christine Harder

    SR VP - NETWORK MGMT

    Total calculated
    $486,404
    From this org
    $414,437
    From related orgs
    $0
    Other
    $71,967
    Hours/week
    55 + 5 related

    Schedule J breakdown matched by us

    Base
    $260,719
    Bonus
    $129,476
    Other
    $24,242
    Deferred
    $38,538
    Nontaxable benefits
    $33,429
    Filer's total
    $486,404

  • Irena Andreevska

    VP- CHIEF ACTUARY&UNDERWRITING

    Total calculated
    $505,673
    From this org
    $477,226
    From related orgs
    $0
    Other
    $28,447
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $353,956
    Bonus
    $122,028
    Other
    $1,242
    Deferred
    $6,038
    Nontaxable benefits
    $22,409
    Filer's total
    $505,673

  • Marc Vanderburg

    VP- ACCT RETENTION & SALES

    Total calculated
    $451,000
    From this org
    $423,636
    From related orgs
    $0
    Other
    $27,364
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $225,063
    Bonus
    $0
    Other
    $198,573
    Deferred
    $8,063
    Nontaxable benefits
    $19,301
    Filer's total
    $451,000

  • Yvonne T Sesi

    MEDICAL DIRECTOR-HCM

    Total calculated
    $413,825
    From this org
    $407,580
    From related orgs
    $0
    Other
    $6,245
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $329,531
    Bonus
    $74,870
    Other
    $3,179
    Deferred
    $6,245
    Nontaxable benefits
    $0
    Filer's total
    $413,825

  • Annette M Marcath

    VP & CIO (THRU 4/2024)

    Total calculated
    $441,172
    From this org
    $421,285
    From related orgs
    $0
    Other
    $19,887
    Hours/week
    55 + 5 related

    Schedule J breakdown matched by us

    Base
    $114,678
    Bonus
    $82,138
    Other
    $224,469
    Deferred
    $8,975
    Nontaxable benefits
    $10,912
    Filer's total
    $441,172

  • Frank A Borschke

    MEDICAL DIRECTOR-HCM

    Total calculated
    $448,686
    From this org
    $407,599
    From related orgs
    $0
    Other
    $41,087
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $317,063
    Bonus
    $84,687
    Other
    $5,849
    Deferred
    $6,038
    Nontaxable benefits
    $35,049
    Filer's total
    $448,686

  • J Douglas Clark

    FORMER TREASURER/INT. CFO

    Total calculated
    $926,883
    From this org
    $0
    From related orgs
    $862,501
    Other
    $64,382
    Hours/week
    0 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $443,254 related
    Bonus
    $0 + $325,226 related
    Other
    $0 + $94,021 related
    Deferred
    $0 + $29,500 related
    Nontaxable benefits
    $0 + $34,882 related
    Filer's total
    $0 + $926,883 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

  • 1a · First-class or charter travel
  • 1a · Tax indemnification and gross-up payments
  • 1a · Housing allowance or residence for personal use
  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 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)

PART I, LINE 1A
IT IS THE ORGANIZATION'S POLICY TO PAY OR REIMBURSE EMPLOYEES FOR BONAFIDE BUSINESS TRAVEL BASED ON THE MOST COST EFFECTIVE MEANS AVAILABLE. GENERALLY, WHEN AIR TRAVEL IS INVOLVED THIS EQUATES TO COACH CLASS AIR FARE. UNDER CERTAIN CIRCUMSTANCES, SUCH AS WHEN COACH CLASS IS NOT AVAILABLE OR THE TRIP IS OF AN EXTENSIVE DURATION, SENIOR LEADERSHIP HAS APPROVED BUSINESS CLASS, FIRST CLASS OR CHARTER TRAVEL. IN SUCH CIRCUMSTANCES, THE TRAVEL IS CONSIDERED TO BE FOR A BONAFIDE BUSINESS PURPOSE; ACCORDINGLY, NO TAXABLE INCOME IS REPORTED. CERTAIN MEMBERS OF THE ORGANIZATION'S SENIOR LEADERSHIP RECEIVE MEMBERSHIP TO SOCIAL CLUBS INTENDED TO FURTHER THE BUSINESS NEEDS OF THE ORGANIZATION. USAGE IS REIMBURSED ON A CASE-BY-CASE BASIS BASED UPON DOCUMENTATION OF BUSINESS PURPOSE. IN CONNECTION WITH THE RECRUITMENT AND EMPLOYMENT OF LEADERS AND PHYSICIANS, THE ORGANIZATION AGREES AT TIMES TO PROVIDE TEMPORARY HOUSING AND RELOCATION SERVICES. INTERNAL REVENUE SERVICE GUIDELINES ARE ADHERED TO REGARDING THE REPORTING AND TAXATION OF ALL SUCH ITEMS. THE VALUE OF SUCH SERVICES IS ALSO INCLUDED IN THE EVALUATION OF REASONABLE COMPENSATION. CERTAIN MEMBERS OF THE ORGANIZATION'S SENIOR LEADERSHIP TEAM PARTICIPATE IN A SUPPLEMENTAL RETIREMENT PROGRAM THAT RESULTS IN REPORTABLE TAXABLE INCOME AS THE BENEFITS ACCRUE, RATHER THAN AS THEY ARE PAID. THE ORGANIZATION ALSO OFFERS CERTAIN MEMBERS OF LEADERSHIP THE OPTION OF PARTICIPATING IN AN IRC SEC 457 BENEFIT PROGRAM WHICH ALSO RESULTS IN REPORTABLE TAXABLE INCOME AS BENEFITS ACCRUE, RATHER THAN AS THEY ARE PAID. IT IS AN ELEMENT OF THE PLAN DESIGN TO ABSORB THE ADVANCE TAX IMPACT OF THESE PLANS FOR THE PARTICIPANTS. IN SUCH CASES THE RELATED AMOUNTS ARE REPORTED AS TAXABLE INCOME TO THE INDIVIDUAL AND INCLUDED IN THE DETERMINATION OF REASONABLE COMPENSATION. SEE Q. 4B FOR THE REQUIRED LISTING OF THE PARTICIPATING INDIVIDUALS.
PART I, LINE 3
THE CHIEF EXECUTIVE OFFICER FOR HEALTH ALLIANCE PLAN IS AN EMPLOYEE OF HENRY FORD HEALTH SYSTEM DBA HENRY FORD HEALTH, HAP'S PARENT COMPANY. HENRY FORD HEALTH HAS A COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES CONSISTING OF ALL INDEPENDENT TRUSTEES. THE COMMITTEE MEETS THROUGHOUT THE YEAR AND IS CHARGED WITH THE APPROVAL OF THE ORGANIZATION'S OVERALL COMPENSATION AND BENEFIT PROGRAMS AS WELL AS THE SPECIFIC REVIEW AND APPROVAL OF THE COMPENSATION OF CERTAIN EMPLOYEES INCLUDING THE CHIEF EXECUTIVE OFFICER OF HAP. THE COMMITTEE DIRECTLY ENGAGES AN INDEPENDENT COMPENSATION ADVISOR TO ASSIST WITH THIS PROCESS. THE PROCESS INCLUDES EVALUATION OF THE INDIVIDUAL'S PERFORMANCE, UTILIZATION OF COMPENSATION STUDIES OF SIMILARLY SITUATED POSITIONS AS WELL AS COMPARISONS TO COMPENSATION AS REPORTED BY OTHER HEALTH CARE ORGANIZATIONS. THE REASONABLENESS OF COMPENSATION IS EVALUATED BASED UPON THESE AND OTHER FACTORS.
PART I, LINES 4A-B
PART I - 4B: CERTAIN MEMBERS OF THE ORGANIZATION'S SENIOR LEADERSHIP TEAM PARTICIPATE IN A SUPPLEMENTAL RETIREMENT PROGRAM (SERP 457(F) PLAN) THAT RESULTS IN REPORTABLE TAXABLE INCOME AS THE BENEFITS ACCRUE, RATHER THAN AS THEY ARE PAID. IT IS AN ELEMENT OF THE PLAN DESIGN TO ABSORB THE ADVANCE TAX IMPACT OF THESE PLANS FOR THE PARTICIPANTS. IN SUCH CASES THE RELATED AMOUNTS ARE REPORTED AS TAXABLE INCOME TO THE INDIVIDUAL AND INCLUDED IN THE DETERMINATION OF REASONABLE COMPENSATION. THE EMPLOYEES THAT RECEIVED THIS TAXABLE BENEFIT ARE ALSO OFFICERS AND OR KEY EMPLOYEES OF THE COMPANY. PART I, LINES 4A: SEVERANCE PAYMENTS ANNETTE M MARCATH $221,361 MICHAEL A. GENORD, M.D. $92,917 4B: HAP SERP 457(F) PLAN PARTICIPANT ACCRUAL DISTRIBUTION NON-VESTED REPORTABLE W-2 K. MICHAEL TREASH 56,497 - - 56,497 MARGARET ANDERSON 60,181 - - 60,181 CHARLES BLOOM, D.O. - - 67,705 - CHRISTINE HARDER - - 31,460 - MERRILL HAUSENFLUCK - - 57,804 - 4B: HFH SERP 457(F) PLAN PARTICIPANT ACCRUAL TAXABLE NON-TAXABLE NON-VESTED REPORTABLE - DISTRIBUTION DISTRIBUTION W-2 ADNAN R. MUNKARAH, M.D. 421,805 - - - 421,805 MICHAEL GENORD, M.D. 224,537 - - - 224,537 J DOUGLAS CLARK 58,473 - - - 58,473 ROBIN DAMSCHRODER 414,385 - - - 414,385 ROBERT G. RINEY 894,040 - - - 894,040 4B: HFH NONQUALIFIED 457(B) PLAN EMPLOYEE EMPLOYER MEDICARE REPORTABLE 2024 CONTR. 2024 CONTR. TAX GROSS-UP W-2 AMOUNTS J. DOUGLAS CLARK 23,000 - - 23,000 ADNAN R. MUNKARAH, M.D. 23,000 - - 23,000 MICHAEL GENORD, M.D. 23,000 - - 23,000 ROBERT G. RINEY 23,000 - - 23,000 ROBIN DAMSCHRODER 23,000 - - 23,000 4B: HAP NONQUALIFIED 457(B) PLAN EMPLOYEE EMPLOYER MEDICARE REPORTABLE 2024 CONTR. 2024 CONTR. TAX GROSS-UP W-2 AMOUNTS CHRISTINE HARDER 23,000 - - 23,000 MARC VANDERBURG 23,000 - - 23,000
PART I, LINE 7
THE ORGANIZATION MAY ALSO PROVIDE SUPPLEMENTAL COMPENSATION TO LEADERS ASKED TO ASSUME TEMPORARY EXPANDED SCOPES OF RESPONSIBILTIES. IN ALL SUCH CASES TOTAL COMPENSATION IS CONSIDERED IN THE EVALUATION OF REASONABLE COMPENSATION.

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

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.

  • NORTHWEST DETROIT DIALYSIS

    OPERATE DIALYSIS CLINIC · MI

  • MACOMB REGIONAL DIALYSIS CENTERS

    OPERATE DIALYSIS CLINIC · MI

  • FOOTE HEALTH CARE ASSOCIATES

    LESSOR OF MEDICAL CONDOMINIUMS · MI

  • HFHS-SCA HOLDINGS LLC

    OUTPATIENT SURGERY CLINICS · MI

  • HAP EMPOWERED HOLDING LLC

    RELATED · HOLDING COMPANY · DE · 60% owned · share of assets $22,409,723 · general or managing partner

    Directly controlled by HEALTH ALLIANCE PLAN

  • THE MICHIGAN INSTITUTE FOR ADVANCED SURGERY CENTER LLC

    AMBULATORY SURGERY CENTER · MI

Related corporations and trusts

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

  • ALLIANCE HEALTH AND LIFE INSURANCE COMPANY

    C · HEALTH INSURANCE · MI · 100% owned · share of income $467,373,382 · share of assets $146,596,061 · controlled entity

    Directly controlled by HEALTH ALLIANCE PLAN

  • SHA REALTY INC

    C · REAL ESTATE HOLDING · MI · controlled entity

  • FAIRLANE HEALTH SERVICES

    C · HEALTHCARE MANAGEMENT · MI · controlled entity

  • ONIKA INSURANCE LTD

    C · CAPTIVE INSURANCE · CJ · controlled entity

  • HAP CARESOURCE

    C · HEALTH INSURANCE · MI · 60% owned · share of income $191,771,864 · share of assets $73,432,953 · controlled entity

    Directly controlled by HEALTH ALLIANCE PLAN OF MICHIGAN

  • ADMINISTRATION SYSTEMS RESEARCH CORPORATION

    C · THIRD PARTY ADMINISTRATOR · MI · 100% owned · share of income $31,676,060 · share of assets $17,021,151 · controlled entity

    Directly controlled by HEALTH ALLIANCE PLAN

  • HENRY FORD PHYSICIAN NETWORK

    C · PHYSICIAN NETWORK · MI · controlled entity

  • HENRY FORD ALLEGIANCE PHARMACY

    C · PHARMACY · MI · controlled entity

  • HENRY FORD ELIJAH MCCOY CONDOMINIUM ASSOCIATION

    C · CONDOMINUM ASSOCATION · MI · controlled entity

  • CRITTENTON DEVELOPMENT CORPORATION

    C · REAL ESTATE · MI · controlled entity

  • AFFILIATED HEALTH SERVICES INC AND SUBSIDIARIES

    C · MEDICAL SERVICES · MI · controlled entity

  • BEECHER BALLENGER SERVICES INC AND SUBSIDIARIES

    C · HOLDING COMPANY · MI · controlled entity

Provenance

Return type
form_990
Tax year
2024
Filed
14 November 2025
IRS schema version
2024v5.2
Source object
202503189349309370

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