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Nonprofiteer
← MOUNT CARMEL HEALTH PLAN INC

Form 990 for tax year 2023

Filed by MOUNT CARMEL HEALTH PLAN INC.

Totals

Total revenue
$583,723,896
Total expenses
$549,194,606
Contributions and grants received
$0
Grants paid
$0
Program services expenses (Part IX)
$518,336,341
Management and general expenses
$30,858,265
Fundraising expenses
$0
Program service expenses (Part III)
$518,336,341

Program services were 94.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • LORRAINE LUTTON

    DIRECTOR; MOUNT CARMEL CEO

    Total calculated
    $1,722,036
    From this org
    $0
    From related orgs
    $1,423,100
    Other
    $298,936
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $884,282 related
    Bonus
    $0 + $401,288 related
    Other
    $0 + $137,530 related
    Deferred
    $0 + $245,813 related
    Nontaxable benefits
    $0 + $53,123 related
    Filer's total
    $0 + $1,722,036 related

  • JACK RANDOLPH

    DIRECTOR; PRESIDENT & CEO

    Total calculated
    $957,338
    From this org
    $0
    From related orgs
    $767,255
    Other
    $190,083
    Hours/week
    45 + 10 related

    Schedule J breakdown matched by us

    Base
    $0 + $543,556 related
    Bonus
    $0 + $191,227 related
    Other
    $0 + $32,472 related
    Deferred
    $0 + $146,797 related
    Nontaxable benefits
    $0 + $43,286 related
    Filer's total
    $0 + $957,338 related

  • ANDY PRIDAY

    MOUNT CARMEL CFO

    Total calculated
    $580,062
    From this org
    $0
    From related orgs
    $506,911
    Other
    $73,151
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $414,548 related
    Bonus
    $0 + $87,000 related
    Other
    $0 + $5,363 related
    Deferred
    $0 + $54,892 related
    Nontaxable benefits
    $0 + $18,259 related
    Filer's total
    $0 + $580,062 related

  • DANIEL WENDORFF MD

    FORMER OFF; PRES, MC HEALTH PARTNERS

    Total calculated
    $571,076
    From this org
    $0
    From related orgs
    $518,048
    Other
    $53,028
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $443,562 related
    Bonus
    $0 + $68,100 related
    Other
    $0 + $6,386 related
    Deferred
    $0 + $19,800 related
    Nontaxable benefits
    $0 + $33,228 related
    Filer's total
    $0 + $571,076 related

  • GREG WISE MD

    MEDICAL DIRECTOR MCHP

    Total calculated
    $447,867
    From this org
    $0
    From related orgs
    $415,213
    Other
    $32,654
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $0 + $357,911 related
    Bonus
    $0 + $54,817 related
    Other
    $0 + $2,485 related
    Deferred
    $0 + $9,900 related
    Nontaxable benefits
    $0 + $22,754 related
    Filer's total
    $0 + $447,867 related

  • PETER CONSTANT

    CHIEF STRATEGIC GROWTH OFFICER

    Total calculated
    $403,740
    From this org
    $0
    From related orgs
    $349,025
    Other
    $54,715
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $300,478 related
    Bonus
    $0 + $47,121 related
    Other
    $0 + $1,426 related
    Deferred
    $0 + $14,850 related
    Nontaxable benefits
    $0 + $39,865 related
    Filer's total
    $0 + $403,740 related

  • DAVID VIS

    ASST TREASURER;VP FINANCE OPERATIONS

    Total calculated
    $388,049
    From this org
    $0
    From related orgs
    $369,635
    Other
    $18,414
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $0 + $318,396 related
    Bonus
    $0 + $47,121 related
    Other
    $0 + $4,118 related
    Deferred
    $0 + $14,850 related
    Nontaxable benefits
    $0 + $3,564 related
    Filer's total
    $0 + $388,049 related

  • CARLOS ALVARADO

    CHIEF ADMINISTRATIVE OFFICER

    Total calculated
    $347,604
    From this org
    $0
    From related orgs
    $303,036
    Other
    $44,568
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $0 + $261,822 related
    Bonus
    $0 + $40,466 related
    Other
    $0 + $748 related
    Deferred
    $0 + $11,191 related
    Nontaxable benefits
    $0 + $33,377 related
    Filer's total
    $0 + $347,604 related

  • PATRICK MCMAHON

    VICE PRESIDENT, NETWORK DEVELOPMENT

    Total calculated
    $326,148
    From this org
    $0
    From related orgs
    $310,347
    Other
    $15,801
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $269,148 related
    Bonus
    $0 + $40,064 related
    Other
    $0 + $1,135 related
    Deferred
    $0 + $13,915 related
    Nontaxable benefits
    $0 + $1,886 related
    Filer's total
    $0 + $326,148 related

  • CHRIS TUROFF

    DIRECTOR, PHARMACY MCHP

    Total calculated
    $285,151
    From this org
    $0
    From related orgs
    $269,681
    Other
    $15,470
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $244,209 related
    Bonus
    $0 + $24,365 related
    Other
    $0 + $1,107 related
    Deferred
    $0 + $12,118 related
    Nontaxable benefits
    $0 + $3,352 related
    Filer's total
    $0 + $285,151 related

  • TRISHA WHETSTONE

    ASST SECRETARY; MCHS ASSOC COUNSEL

    Total calculated
    $242,559
    From this org
    $0
    From related orgs
    $198,615
    Other
    $43,944
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $179,354 related
    Bonus
    $0 + $19,106 related
    Other
    $0 + $155 related
    Deferred
    $0 + $9,524 related
    Nontaxable benefits
    $0 + $34,420 related
    Filer's total
    $0 + $242,559 related

  • PATRICIA SUFFERN

    CHIEF COMPLIANCE OFFICER MCHP

    Total calculated
    $241,472
    From this org
    $0
    From related orgs
    $217,219
    Other
    $24,253
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $187,511 related
    Bonus
    $0 + $28,582 related
    Other
    $0 + $1,126 related
    Deferred
    $0 + $9,910 related
    Nontaxable benefits
    $0 + $14,343 related
    Filer's total
    $0 + $241,472 related

  • ANGELA THOMAS

    VICE PRESIDENT, HEALTH SERVICES MCHP

    Total calculated
    $233,669
    From this org
    $0
    From related orgs
    $205,099
    Other
    $28,570
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $175,588 related
    Bonus
    $0 + $29,250 related
    Other
    $0 + $261 related
    Deferred
    $0 + $9,470 related
    Nontaxable benefits
    $0 + $19,100 related
    Filer's total
    $0 + $233,669 related

  • KRISTINE SLAM MD

    DIRECTOR THR 7/23; MCHS MED DIRECTOR

    Total calculated
    $18,176
    From this org
    $0
    From related orgs
    $18,176
    Other
    $0
    Hours/week
    2 + 8 related

  • STEVE LUNDREGAN

    DIRECTOR; CHAIR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • JOSEPH PATRICK JR

    DIRECTOR; TREASURER; SECRETARY

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • CATHY EDDY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • TODD FOX

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • JILL PHLEGAR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 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

  • 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)

PART I, LINE 3
MOUNT CARMEL HEALTH PLAN IS A SUBSIDIARY IN THE TRINITY HEALTH SYSTEM. MOUNT CARMEL HEALTH PLAN'S CEO IS PAID DIRECTLY BY THE SYSTEM'S PARENT ENTITY, TRINITY HEALTH CORPORATION. TRINITY HEALTH CORPORATION USED THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF MOUNT CARMEL HEALTH PLAN'S CEO: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - WRITTEN EMPLOYMENT CONTRACT - COMPENSATION SURVEY OR STUDY, AND - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
PART I, LINE 4B
THE FOLLOWING ARE PARTICIPANTS IN A TRINITY HEALTH SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) IN 2023. THE PLAN PROVIDES RETIREMENT BENEFITS TO CERTAIN TRINITY HEALTH EXECUTIVES SUBJECT TO MEETING SPECIFIED VESTING AND EMPLOYMENT DATE REQUIREMENTS. PARTICIPANTS' VESTED BENEFITS WERE PAID OUT IN 2023, AND THEIR NON-VESTED BENEFITS FOR 2023 WERE ACCRUED. THE FOLLOWING PAYOUTS FOR 2023 FOR THE PLAN ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: LORRAINE LUTTON - $112,826 JACK RANDOLPH - $7,595 COLUMN F OF SCHEDULE J, PART II INCLUDES THE PORTION OF THESE AMOUNTS THAT WERE REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS. THE FOLLOWING ACCRUALS FOR 2023 ARE INCLUDED IN COLUMN C OF SCHEDULE J, PART II: LORRAINE LUTTON - $230,963 ANDY PRIDAY - $40,042 JACK RANDOLPH - $131,947 THE FOLLOWING IS A PARTICIPANT IN A TRINITY HEALTH RESTORATION PLAN. THE RESTORATION PLAN PROVIDES RETIREMENT BENEFITS FOR CERTAIN TRINITY HEALTH SYSTEM OFFICE EXECUTIVES WITH EARNINGS ABOVE THE IRS PAY CAP FOR QUALIFIED PLANS ($330,000 FOR 2023). ANDY PRIDAY THERE WAS NO PAYOUT FOR 2023 FOR THIS PARTICIPANT.

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
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202443199349301514

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

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