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Nonprofiteer
← HIGHMARK HEALTH

Form 990 for tax year 2022

Filed by HIGHMARK HEALTH.

Totals

Total revenue
$492,941,379
Total expenses
$581,238,458
Contributions and grants received
$5,250,000
Grants paid
$8,456,575
Program services expenses (Part IX)
$453,208,720
Management and general expenses
$128,029,738
Fundraising expenses
$0
Program service expenses (Part III)
$453,208,720

Program services were 78.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • David Holmberg

    CEO, PRESIDENT, & EX OFFICIO DIRECTOR

    Total calculated
    $9,476,858
    From this org
    $9,417,154
    From related orgs
    $0
    Other
    $59,704
    Hours/week
    60 + 5 related

    Schedule J breakdown matched by us

    Base
    $1,568,637
    Bonus
    $7,025,552
    Other
    $822,965
    Deferred
    $10,675
    Nontaxable benefits
    $49,029
    Filer's total
    $9,476,858
  • David Blandino MD

    DIRECTOR

    Total calculated
    $145,630
    From this org
    $0
    From related orgs
    $145,630
    Other
    $0
    Hours/week
    5 + 5 related
  • David Malone

    DIRECTOR

    Total calculated
    $113,530
    From this org
    $0
    From related orgs
    $113,530
    Other
    $0
    Hours/week
    5 + 5 related
  • Debra Demchak

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5
  • Farnam Jahanian

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5
  • Frank Perryman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5
  • Gregory Jordan ESQ

    DIRECTOR

    Total calculated
    $117,363
    From this org
    $0
    From related orgs
    $117,363
    Other
    $0
    Hours/week
    5 + 5 related
  • Joseph Guyaux

    CHAIRMAN

    Total calculated
    $157,530
    From this org
    $0
    From related orgs
    $157,530
    Other
    $0
    Hours/week
    5 + 10 related

    Schedule J breakdown matched by us

    Base
    $0 + $157,530 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $157,530 related
  • Joseph Hall

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5 + 5 related
  • Kathy Pape

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5
  • Kevin Walker

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5
  • Leo Gerard

    DIRECTOR - END 7/22

    Total calculated
    $0
    Hours/week
    5
  • Morgan O'Brien

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5
  • Scott Izzo

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5 + 5 related
  • Steven Hoffman NACDDC

    DIRECTOR

    Total calculated
    $137,130
    From this org
    $0
    From related orgs
    $137,130
    Other
    $0
    Hours/week
    5 + 5 related
  • Terrence Cavanaugh

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5 + 5 related
  • Carolyn Duronio

    EVP Chief Legal Officer and Secretary

    Total calculated
    $2,501,658
    From this org
    $2,463,264
    From related orgs
    $0
    Other
    $38,394
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $710,869
    Bonus
    $1,357,554
    Other
    $394,841
    Deferred
    $10,675
    Nontaxable benefits
    $27,719
    Filer's total
    $2,501,659
  • John Orner

    Chief Investment Officer & Asst. Treasurer

    Total calculated
    $851,931
    From this org
    $803,032
    From related orgs
    $0
    Other
    $48,899
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $434,094
    Bonus
    $325,000
    Other
    $43,938
    Deferred
    $10,675
    Nontaxable benefits
    $38,224
    Filer's total
    $851,931
  • Saurabh Tripathi

    EVP CFO AND TREASURER

    Total calculated
    $3,425,512
    From this org
    $3,220,337
    From related orgs
    $0
    Other
    $205,175
    Hours/week
    60 + 5 related

    Schedule J breakdown matched by us

    Base
    $877,588
    Bonus
    $2,261,761
    Other
    $80,988
    Deferred
    $172,755
    Nontaxable benefits
    $32,419
    Filer's total
    $3,425,511
  • Bruce Meyer MD

    EVP WPA Provider President

    Total calculated
    $260,570
    From this org
    $259,482
    From related orgs
    $0
    Other
    $1,088
    Hours/week
    0 + 60 related

    Schedule J breakdown matched by us

    Base
    $41,604
    Bonus
    $200,000
    Other
    $17,879
    Deferred
    $0
    Nontaxable benefits
    $1,088
    Filer's total
    $260,570
  • Cindy Donohoe

    EVP CHIEF MARKETING OFFICER

    Total calculated
    $1,604,371
    From this org
    $1,502,518
    From related orgs
    $0
    Other
    $101,853
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $539,870
    Bonus
    $903,615
    Other
    $59,033
    Deferred
    $68,312
    Nontaxable benefits
    $33,541
    Filer's total
    $1,604,370
  • Daniel Onorato

    EVP CHIEF CORP AFFAIRS OFFICER

    Total calculated
    $2,016,509
    From this org
    $1,963,439
    From related orgs
    $0
    Other
    $53,070
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $673,581
    Bonus
    $1,098,076
    Other
    $191,781
    Deferred
    $10,675
    Nontaxable benefits
    $42,395
    Filer's total
    $2,016,508
  • Karen Hanlon

    EVP CHIEF OPERATING OFFICER

    Total calculated
    $4,354,416
    From this org
    $4,096,615
    From related orgs
    $0
    Other
    $257,801
    Hours/week
    60 + 5 related

    Schedule J breakdown matched by us

    Base
    $1,076,925
    Bonus
    $2,929,741
    Other
    $89,950
    Deferred
    $231,375
    Nontaxable benefits
    $26,426
    Filer's total
    $4,354,417
  • Larry Kleinman

    EVP CHIEF HR OFFICER

    Total calculated
    $2,546,270
    From this org
    $2,506,370
    From related orgs
    $0
    Other
    $39,900
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $680,130
    Bonus
    $1,607,985
    Other
    $218,255
    Deferred
    $10,675
    Nontaxable benefits
    $29,225
    Filer's total
    $2,546,271
  • Melissa Anderson

    EVP CHIEF RISK,AUDIT&COMP OFF.

    Total calculated
    $1,634,633
    From this org
    $1,525,803
    From related orgs
    $0
    Other
    $108,830
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $570,938
    Bonus
    $892,985
    Other
    $61,880
    Deferred
    $74,228
    Nontaxable benefits
    $34,601
    Filer's total
    $1,634,633
  • Tony Farah MD

    EVP CHIEF MED&CLIN TRANSF OFF.

    Total calculated
    $2,487,496
    From this org
    $2,438,589
    From related orgs
    $0
    Other
    $48,907
    Hours/week
    60 + 5 related

    Schedule J breakdown matched by us

    Base
    $964,922
    Bonus
    $1,221,003
    Other
    $252,664
    Deferred
    $10,675
    Nontaxable benefits
    $38,232
    Filer's total
    $2,487,496
  • Jacqueline Bauer

    General Counsel - AHN

    Total calculated
    $1,083,975
    From this org
    $1,046,738
    From related orgs
    $0
    Other
    $37,237
    Hours/week
    0 + 60 related

    Schedule J breakdown matched by us

    Base
    $459,982
    Bonus
    $509,766
    Other
    $76,991
    Deferred
    $10,675
    Nontaxable benefits
    $26,562
    Filer's total
    $1,083,975
  • James Benedict

    EVP LIVING HEALTH PARTNERSHIPS

    Total calculated
    $2,171,632
    From this org
    $2,120,304
    From related orgs
    $0
    Other
    $51,328
    Hours/week
    10 + 50 related

    Schedule J breakdown matched by us

    Base
    $799,366
    Bonus
    $1,150,151
    Other
    $170,787
    Deferred
    $10,675
    Nontaxable benefits
    $40,653
    Filer's total
    $2,171,632
  • Michael Bennett

    EVP CHIEF STRAT & TRANSF OFF.

    Total calculated
    $1,918,995
    From this org
    $1,797,792
    From related orgs
    $0
    Other
    $121,203
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $619,061
    Bonus
    $1,129,176
    Other
    $49,555
    Deferred
    $82,312
    Nontaxable benefits
    $38,892
    Filer's total
    $1,918,995
  • Rebecca Savikas

    SVP Talent Engagement Lead & Enterprise Change - END 5/22

    Total calculated
    $1,476,028
    From this org
    $1,128,750
    From related orgs
    $0
    Other
    $347,278
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $155,029
    Bonus
    $241,373
    Other
    $732,349
    Deferred
    $343,938
    Nontaxable benefits
    $3,339
    Filer's total
    $1,476,028
  • Richard Clarke

    SVP Chief Analytics Officer

    Total calculated
    $1,559,204
    From this org
    $1,471,856
    From related orgs
    $0
    Other
    $87,348
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $533,056
    Bonus
    $898,571
    Other
    $40,228
    Deferred
    $56,429
    Nontaxable benefits
    $30,920
    Filer's total
    $1,559,204
  • Dennis Cronin

    FORMER - SVP CHIEF INV OFC & ASST. TREAS

    Total calculated
    $679,914
    From this org
    $679,576
    From related orgs
    $0
    Other
    $338
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $15,139
    Bonus
    $393,231
    Other
    $271,206
    Deferred
    $0
    Nontaxable benefits
    $338
    Filer's total
    $679,914
  • Thomas Vankirk

    FORMER - CHIEF LEGAL OFFICER & SECRETARY

    Total calculated
    $675,354
    From this org
    $675,354
    From related orgs
    $0
    Other
    $0
    Hours/week
    0 + 5 related

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $675,354
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $675,354

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 · First-class or charter travel
  • 1a · Travel for companions
  • 1a · Tax indemnification and gross-up payments
  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 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
  • 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 1a First-class or charter travel
FOUR KEY INDIVIDUALS LISTED IN FORM 990 UTILIZED CHARTER TRAVEL AND TRAVEL FOR COMPANIONS DURING THE YEAR ENDED DECEMBER 31, 2022. THESE VALUES WERE INCLUDED IN BOX 5 OF THE IRS FORM W-2.
Schedule J, Part I, Line 1a Travel for companions
FOUR KEY INDIVIDUALS LISTED IN FORM 990 UTILIZED CHARTER TRAVEL AND TRAVEL FOR COMPANIONS DURING THE YEAR ENDED DECEMBER 31, 2022. THESE VALUES WERE INCLUDED IN BOX 5 OF THE IRS FORM W-2.
Schedule J, Part I, Line 1a Tax indemnification and gross-up payments
A SELECT NUMBER OF INDIVIDUALS LISTED IN FORM 990, PART VII RECEIVED TAX GROSS-UP PAYMENTS FROM THE ORGANIZATION. THESE WERE INCLUDED IN BOX 5 OF THEIR IRS FORM W-2.
Schedule J, Part I, Line 1a Health or social club dues or initiation fees
THE ORGANIZATION PROVIDED SOCIAL CLUB DUES FOR A SELECT NUMBER OF INDIVIDUALS LISTED IN FORM 990, PART VII DURING THE YEAR ENDED DECEMBER 31, 2022. THESE VALUES WERE BUSINESS RELATED AND NOT INCLUDED IN TAXABLE COMPENSATION.
Schedule J, Part I, Line 4a Severance or change-of-control payment
THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS AS OF DECEMBER 31, 2022. THESE AMOUNT ARE INCLUDED IN BOX 5 OF THEIR IRS FORM W-2. REBECCA SAVIKAS $700,747
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
HIGHMARK HEALTH HAS A NON-QUALIFIED SUPPLEMENTAL RETIREMENT PLAN. THE SUPPLEMENTAL RETIREMENT PLAN IS OFFERED TO ELIGIBLE EMPLOYEES WHOSE RETIREMENT BENEFITS IN QUALIFIED PLANS ARE LIMITED DUE TO IRS REGULATIONS. AMOUNTS IN THE PLAN ARE VESTED WHEN THE PARTICIPANT REACHES AGE 55 AND HAS 3 YEARS OF SERVICE. ONCE VESTED, THE 457F BALANCE IS PAID TO THE PARTICIPANT, BOTH INITIALLY AND THEN EVERY DECEMBER THEREAFTER (WHEN A NEW 457F CONTRIBUTION IS MADE). PARTICIPANTS WHO VOLUNTARILY LEAVE THE ORGANIZATION BEFORE AGE 55 OR 3 YEARS OF SERVICE FORFEIT THEIR ENTIRE 457F BENEFIT UPON TERMINATION. THE FOLLOWING INDIVIDUALS RECEIVED 457(F) CONTRIBUTIONS THAT WERE INCLUDED IN 2022 W-2 COMPENSATION: DAVID HOLMBERG $573,177 LARRY KLEINMAN $85,205 CAROLYN DURONIO $222,318 TONY FARAH $129,081 JAMES BENEDICT $96,564 DANIEL ONORATO $85,161 JACQUELINE BAUER $27,533 THE FOLLOWING INDIVIDUALS HAD 457(F) CONTRIBUTIONS DEFERRED IN 2022: KAREN HANLON $220,700 SAURABH TRIPATHI $162,080 MICHAEL BENNETT $71,637 MELISSA ANDERSON $63,553 CINDY DONOHOE $57,637 RICHARD CLARKE $45,754
Schedule J, Part I, Line 7 Non-fixed payments
HIGHMARK HEALTH (HH) PROVIDES BONUS COMPENSATION AS PART OF ITS TOTAL COMPENSATION PROGRAM FOR OFFICERS AND KEY EMPLOYEES. IN THE VAST MAJORITY OF ARRANGEMENTS, THE COMPONENT IS BASED UPON ACCOMPLISHMENT OF PREDETERMINED PERFORMANCE GOALS AND OBJECTIVES AND RESULTS IN FIXED PAYMENTS. HOWEVER, HIGHMARK HEALTH HAS ENTERED INTO ARRANGEMENTS WHICH PROVIDE FOR OTHER BONUSES WHICH ARE DISCRETIONARY IN NATURE, TO A LIMITED NUMBER OF THOSE PERSONS LISTED IN THIS FORM 990, PART VII, SECTION A, LINE 1A. NOTWITHSTANDING SUCH DISCRETION AND ASSUMING FULL PAYOUT OF SUCH DISCRETIONARY PAYMENTS, THE TOTAL COMPENSATION PAID TO THOSE PERSONS FALLS WITHIN THE RANGE OF FAIR MARKET VALUE.
Schedule J, Part I, Line 8 Payments on contract that is subject to the initial contract exception
HIGHMARK HEALTH (HH) HAS CERTAIN EMPLOYMENT CONTRACTS WHICH MAY QUALIFY FOR THE INITIAL CONTRACT EXCEPTION UNDER IRC REGULATION 53.4958-4(A)(3). IF SO QUALIFIED THE REBUTTABLE PRESUMPTION PROCEDURES DESCRIBED IN IRC REGULATION 53.4958-6(C) WERE FOLLOWED.

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

The 10 largest by cash amount. The API serves every itemized grant.

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
2022
Filed
10 November 2023
IRS schema version
2022v5.0
Source object
202323149349301422

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