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← HEALTH ALLIANCE PLAN OF MICHIGAN

Form 990 for tax year 2023

Filed by HEALTH ALLIANCE PLAN OF MICHIGAN.

Totals

Total revenue
$1,621,970,158
Total expenses
$1,622,285,296
Contributions and grants received
$0
Grants paid
$508,900
Program services expenses (Part IX)
$1,595,577,641
Management and general expenses
$26,707,655
Fundraising expenses
$0
Program service expenses (Part III)
$1,595,577,641

Program services were 98.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

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

  • CALEB DESROSIERS JD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DENISE G ESSENBERG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL GENORD MD

    DIRECTOR/PRESIDENT

    Total calculated
    $1,559,474
    From this org
    $0
    From related orgs
    $1,525,458
    Other
    $34,016
    Hours/week
    58 + 7 related

    Schedule J breakdown matched by us

    Base
    $0 + $880,670 related
    Bonus
    $0 + $387,967 related
    Other
    $0 + $256,821 related
    Deferred
    $0 + $5,399 related
    Nontaxable benefits
    $0 + $28,617 related
    Filer's total
    $0 + $1,559,474 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
    $2,403,542
    From this org
    $0
    From related orgs
    $2,335,257
    Other
    $68,285
    Hours/week
    1 + 64 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,372,925 related
    Bonus
    $0 + $523,983 related
    Other
    $0 + $438,349 related
    Deferred
    $0 + $27,441 related
    Nontaxable benefits
    $0 + $40,844 related
    Filer's total
    $0 + $2,403,542 related

  • MEERAH RAJAVEL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ROBERT G RINEY

    DIRECTOR

    Total calculated
    $4,524,962
    From this org
    $0
    From related orgs
    $4,467,923
    Other
    $57,039
    Hours/week
    1 + 64 related

    Schedule J breakdown matched by us

    Base
    $0 + $2,165,620 related
    Bonus
    $0 + $1,535,761 related
    Other
    $0 + $766,542 related
    Deferred
    $0 + $27,441 related
    Nontaxable benefits
    $0 + $29,598 related
    Filer's total
    $0 + $4,524,962 related

  • FELIX M VALBUENA MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CHARLES R BROWNING

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARGARET KENNEDY CPA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MICHELLE JOHNSON TIDJANI ESQ

    SECRETARY (THRU 9/2023)

    Total calculated
    $1,615,611
    From this org
    $0
    From related orgs
    $1,567,789
    Other
    $47,822
    Hours/week
    2 + 63 related

    Schedule J breakdown matched by us

    Base
    $0 + $911,978 related
    Bonus
    $0 + $367,252 related
    Other
    $0 + $288,559 related
    Deferred
    $0 + $22,491 related
    Nontaxable benefits
    $0 + $25,331 related
    Filer's total
    $0 + $1,615,611 related

  • ARCHANA RAJENDRA JD

    ASSISTANT SECRETARY

    Total calculated
    $372,373
    From this org
    $292,581
    From related orgs
    $63,455
    Other
    $16,337
    Hours/week
    55 + 5 related

    Schedule J breakdown matched by us

    Base
    $194,149 + $62,512 related
    Bonus
    $64,473
    Other
    $33,959 + $943 related
    Deferred
    $9,885 + $566 related
    Nontaxable benefits
    $4,754 + $1,132 related
    Filer's total
    $307,220 + $65,153 related

  • MAJORIE A STATEN JD

    SECRETARY (START 10/2023)

    Total calculated
    $237,931
    From this org
    $0
    From related orgs
    $223,236
    Other
    $14,695
    Hours/week
    2 + 63 related

    Schedule J breakdown matched by us

    Base
    $0 + $187,185 related
    Bonus
    $0 + $33,653 related
    Other
    $0 + $2,398 related
    Deferred
    $0 + $2,866 related
    Nontaxable benefits
    $0 + $11,829 related
    Filer's total
    $0 + $237,931 related

  • ROBIN S DAMSCHRODER

    TREASURER

    Total calculated
    $2,468,944
    From this org
    $0
    From related orgs
    $2,407,031
    Other
    $61,913
    Hours/week
    2 + 63 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,396,213 related
    Bonus
    $0 + $563,406 related
    Other
    $0 + $447,412 related
    Deferred
    $0 + $27,441 related
    Nontaxable benefits
    $0 + $34,472 related
    Filer's total
    $0 + $2,468,944 related

  • K MICHAEL TREASH

    SVP & COO

    Total calculated
    $684,548
    From this org
    $652,119
    From related orgs
    $0
    Other
    $32,429
    Hours/week
    55 + 5 related

    Schedule J breakdown matched by us

    Base
    $445,795
    Bonus
    $151,815
    Other
    $54,509
    Deferred
    $4,950
    Nontaxable benefits
    $27,479
    Filer's total
    $684,548

  • CHARLES BLOOM DO

    CMO

    Total calculated
    $690,823
    From this org
    $582,673
    From related orgs
    $0
    Other
    $108,150
    Hours/week
    55 + 5 related

    Schedule J breakdown matched by us

    Base
    $430,022
    Bonus
    $150,029
    Other
    $2,622
    Deferred
    $70,174
    Nontaxable benefits
    $37,976
    Filer's total
    $690,823

  • MARGARET ANDERSON

    CHIEF SALES & MKTING.

    Total calculated
    $820,872
    From this org
    $779,420
    From related orgs
    $0
    Other
    $41,452
    Hours/week
    55 + 5 related

    Schedule J breakdown matched by us

    Base
    $397,891
    Bonus
    $140,732
    Other
    $240,797
    Deferred
    $16,500
    Nontaxable benefits
    $24,952
    Filer's total
    $820,872

  • MERRILL HAUSENFLUCK

    CFO

    Total calculated
    $640,143
    From this org
    $545,600
    From related orgs
    $0
    Other
    $94,543
    Hours/week
    55 + 5 related

    Schedule J breakdown matched by us

    Base
    $421,668
    Bonus
    $77,253
    Other
    $46,679
    Deferred
    $64,233
    Nontaxable benefits
    $30,310
    Filer's total
    $640,143

  • CHRISTINE HARDER

    SR VP - NETWORK MGMT

    Total calculated
    $449,445
    From this org
    $372,398
    From related orgs
    $0
    Other
    $77,047
    Hours/week
    55 + 5 related

    Schedule J breakdown matched by us

    Base
    $223,589
    Bonus
    $95,067
    Other
    $53,742
    Deferred
    $45,208
    Nontaxable benefits
    $31,839
    Filer's total
    $449,445

  • PETER WATSON MD

    VP- CARE MGMT & OUTCOMES

    Total calculated
    $527,709
    From this org
    $479,377
    From related orgs
    $6,762
    Other
    $41,570
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $347,950 + -$138 related
    Bonus
    $128,805
    Other
    $2,622 + $6,900 related
    Deferred
    $4,950 + $311 related
    Nontaxable benefits
    $36,309
    Filer's total
    $520,636 + $7,073 related

  • MARC VANDERBURG

    VP- ACCT RETENTION & SALES

    Total calculated
    $480,489
    From this org
    $446,554
    From related orgs
    $0
    Other
    $33,935
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $200,993
    Bonus
    $34,167
    Other
    $211,394
    Deferred
    $15,473
    Nontaxable benefits
    $18,462
    Filer's total
    $480,489

  • CHARITY BENNETT

    VP- TRANSFORMATION

    Total calculated
    $472,361
    From this org
    $443,060
    From related orgs
    $0
    Other
    $29,301
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $273,803
    Bonus
    $145,947
    Other
    $23,310
    Deferred
    $15,998
    Nontaxable benefits
    $13,303
    Filer's total
    $472,361

  • ANNETTE M MARCATH

    VP & CHIEF INFORMATION OFF

    Total calculated
    $439,207
    From this org
    $387,272
    From related orgs
    $0
    Other
    $51,935
    Hours/week
    55 + 5 related

    Schedule J breakdown matched by us

    Base
    $285,134
    Bonus
    $76,871
    Other
    $25,267
    Deferred
    $23,890
    Nontaxable benefits
    $28,045
    Filer's total
    $439,207

  • FRANK A BORSCHKE

    MEDICAL DIRECTOR-HCM

    Total calculated
    $432,183
    From this org
    $382,446
    From related orgs
    $0
    Other
    $49,737
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $281,772
    Bonus
    $76,918
    Other
    $23,756
    Deferred
    $16,500
    Nontaxable benefits
    $33,237
    Filer's total
    $432,183

  • J DOUGLAS CLARK

    FORMER TREASURER/INT. CFO

    Total calculated
    $712,860
    From this org
    $0
    From related orgs
    $652,044
    Other
    $60,816
    Hours/week
    0 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $417,150 related
    Bonus
    $0 + $149,080 related
    Other
    $0 + $85,814 related
    Deferred
    $0 + $27,441 related
    Nontaxable benefits
    $0 + $33,375 related
    Filer's total
    $0 + $712,860 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

  • 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
  • 4b · Supplemental nonqualified retirement plan
  • 6a · Pay contingent on this organization's net earnings

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
  • 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)

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, LINE 4B
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. 4B: HAP SERP 457(F) PLAN PARTICIPANT ACCRUAL DISTRIBUTION NON-VESTED REPORTABLE W-2 K. MICHAEL TREASH 54,509 - - 54,509 MARGARET ANDERSON 208,175 - - 208,175 CHARLES BLOOM, D.O. - - 65,224 - CHRISTINE HARDER - - 29,045 - MERRILL HAUSENFLUCK - - 47,733 - 4B: HFH SERP 457(F) PLAN PARTICIPANT ACCRUAL TAXABLE NON-TAXABLE NON-VESTED REPORTABLE - DISTRIBUTION DISTRIBUTION W-2 MICHELLE JOHNSON TIDJANI 220,161 - - - 220,161 ADNAN R. MUNKARAH, M.D. 359,641 - - - 359,641 MICHAEL GENORD, M.D. 228,968 - - - 228,968 J DOUGLAS CLARK 54,170 - - - 54,170 ROBIN DAMSCHRODER 370,240 - - - 370,240 ROBERT RINEY 736,518 - - - 736,518 4B: HFH NONQUALIFIED 457(B) PLAN EMPLOYEE EMPLOYER MEDICARE REPORTABLE 2023 CONTR. 2023 CONTR. TAX GROSS-UP W-2 AMOUNTS J. DOUGLAS CLARK 22,500 - - 22,500 ADNAN R. MUNKARAH, M.D. 22,500 - - 22,500 MICHAEL GENORD, M.D. 22,500 - - 22,500 MICHELLE JOHNSON TIDJANI 19,904 - - 19,904 ROBERT RINEY 22,500 - - 22,500 ROBIN DAMSCHRODER 22,500 - - 22,500 4B: HAP NONQUALIFIED 457(B) PLAN EMPLOYEE EMPLOYER MEDICARE REPORTABLE 2023 CONTR. 2022 CONTR. TAX GROSS-UP W-2 AMOUNTS CHRISTINE HARDER 22,500 - - 22,500

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
2023
Filed
7 November 2024
IRS schema version
2023v5.1
Source object
202433129349303363

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.