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Nonprofiteer
← TUFTS HEALTH PUBLIC PLANS INC

Form 990 for tax year 2023

Filed by TUFTS HEALTH PUBLIC PLANS INC.

Totals

Total revenue
$2,470,895,824
Total expenses
$2,479,848,703
Contributions and grants received
$0
Grants paid
$534,938
Program service revenue
$2,436,844,851
Investment income
$34,050,973
Other revenue
$0
Total assets, end of year
$1,156,361,918
Total liabilities, end of year
$718,882,296
Net assets or fund balances, end of year
$437,479,622
Program services expenses (Part IX)
$2,395,327,176
Management and general expenses
$84,521,527
Fundraising expenses
$0
Program service expenses (Part III)
$2,395,327,176

Program services were 96.6% 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: MEDICAID

    total $1,310,496,498 · related or exempt $1,310,496,498

  • 2b · Program service revenue: COMPREHENSIVE (DIRECT)

    total $788,176,277 · related or exempt $788,176,277

  • 2c · Program service revenue: MEDICARE/MEDICAID (CARE ONE)

    total $238,659,824 · related or exempt $238,659,824

  • 2d · Program service revenue: MEDICAID RHODE ISLAND

    total $99,512,252 · related or exempt $99,512,252

  • 3 · Investment income

    total $30,205,329 · unrelated business -$237,288 · excluded $30,442,617

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7a · Gross sales of assets other than inventory

    securities $227,063,671

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

    securities $223,218,027

  • 7c · Gain or loss

    securities $3,845,644

  • 7d · Net gain or loss

    total $3,845,644 · excluded $3,845,644

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $534,938 · program services $534,938

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $2,206,566,149 · program services $2,206,566,149

  • 5 · Compensation of officers, directors and key employees

    total $0

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $34,154,417 · program services $34,154,417 · management and general $0 · fundraising $0

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $3,894,771 · program services $3,894,771 · management and general $0 · fundraising $0

  • 10 · Payroll taxes

    total $0

  • 11a · Fees: management

    total $158,391,197 · program services $126,712,958 · management and general $31,678,239 · fundraising $0

  • 11b · Fees: legal

    total $17,103 · program services $0 · management and general $17,103 · fundraising $0

  • 11c · Fees: accounting

    total $0 · fundraising $0

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $825,646 · program services $0 · management and general $825,646 · fundraising $0

  • 11g · Fees: other

    total $39,506,678 · program services $0 · management and general $39,506,678 · fundraising $0

  • 12 · Advertising and promotion

    total $2,822,965 · program services $2,258,372 · management and general $564,593 · fundraising $0

  • 13 · Office expenses

    total $941,341 · program services $0 · management and general $941,341 · fundraising $0

  • 14 · Information technology

    total $3,705,735 · program services $2,964,588 · management and general $741,147 · fundraising $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $0

  • 17 · Travel

    total $1,178,375 · program services $942,700 · management and general $235,675 · fundraising $0

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $58,137 · program services $58,137 · management and general $0 · fundraising $0

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $13,253,388 · program services $10,602,710 · management and general $2,650,678 · fundraising $0

  • 23 · Insurance

    total $249,720 · program services $0 · management and general $249,720 · fundraising $0

  • 24a · Other expenses: COB FEES

    total $2,827,384 · program services $0 · management and general $2,827,384 · fundraising $0

  • 24b · Other expenses: CLAIMS INTEREST

    total $1,373,697 · program services $0 · management and general $1,373,697

  • 24c · Other expenses: ASSESSMENTS

    total $1,243,770 · program services $0 · management and general $1,243,770 · fundraising $0

  • 24d · Other expenses: PREMIUM TAX

    total $1,239,557 · program services $1,239,557 · management and general $0 · fundraising $0

  • 24e · All other expenses

    total $7,063,735 · program services $5,397,879 · management and general $1,665,856

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $0 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $105,816,156 · end of year $160,984,377

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $173,648,353 · end of year $256,779,106

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $0 · end of year $0

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

    $64,212,320

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

    $50,806,771

  • 10c · Land, buildings and equipment, net

    beginning of year $10,588,299 · end of year $13,405,549

  • 11 · Investments: publicly traded securities

    beginning of year $785,805,663 · end of year $723,192,886

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $2,000,000 · end of year $2,000,000

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $610,847,081 · end of year $688,386,906

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $56,728,052 · end of year $30,495,390

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $410,283,338 · end of year $437,479,622

Mission and programs · 2023

Mission

SEE SCHEDULE O

  • TUFTS HEALTH TOGETHER IS THE NAME OF THPP'S MASSACHUSETTS MEDICAID MCO AND ACO PLANS THAT PROVIDE ACCESS TO AFFORDABLE HEALTH CARE FOR QUALIFIED RESIDENTS AND THEIR FAMILIES WHO MEET INCOME AND OTHER ELIGIBILITY REQUIREMENTS. MASSHEALTH IS THE NAME OF THE MASSACHUSETTS MEDICAID PROGRAM FUNDED BY THE FEDERAL GOVERNMENT AND THE STATE. MASSHEALTH HELPS PEOPLE WITH LIMITED INCOMES AND RESOURCES PAY FOR MEDICAL AND SUPPORT SERVICES. (See Schedule O)

    Expenses $1,288,168,951 · Grants $287,681 · Revenue $1,310,496,498

  • TUFTS HEALTH DIRECT IS AN INDIVDUAL AND SMALL GROUP QUALIFIED HEALTH PLAN ("QHP") ESTABLISHED BY THE ORGANIZATION AFTER THE ENACTMENT OF THE AFFORDABLE CARE ACT TO PROVIDE ACCESS TO AFFORABLE HEALTH CARE FOR INDIVIDUALS AND FAMILIES WHO ARE NOT ELIGIBLE FOR AFFORDABLE EMPLOYER-SPONSORED INSURANCE, AND SMALL EMPLOYER GROUPS WITH 1-50 EMPLOYEES. (SEE SCHEDULE O)

    Expenses $774,747,746 · Grants $173,021 · Revenue $788,176,277

  • TUFTS HEALTH UNIFY IS A MEDICARE-MEDICAID PLAN FOR INDIVIDUALS AGE 21-64 WHO ARE ELIGIBLE FOR BOTH MEDICARE AND MEDICAID. TUFTS HEALTH UNIFY IS ONE OF THREE MASSACHUSETTS ONECARE PLANS PARTICIPATING IN THE FINANCIAL ALIGNMENT INITIATIVE ('DUALS DEMONSTRATION') TO INTEGRATE BENEFITS AND CARE FOR MEDICARE-MEDICAID ENROLLEES. THE PLAN CONTRACTS WITH THE CENTER FOR MEDICARE AND MEDICAID SERVICES AND E MASSACHUSETTS EXECUTIVE OFFICE OF HEALTH AND HUMAN SERVICES TO PROVIDE THE BENEFITS OF BOTH PROGRAMS TO LOW AND MODERATE INCOME INDIVIDUALS WITH DISABILITIES. (SEE SCHEDULE O)

    Expenses $234,593,664 · Grants $52,391 · Revenue $238,659,824

  • RI Medicaid

    Expenses $97,816,815 · Grants $21,845 · Revenue $99,512,252

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Cain Hayes

    PRESIDENT & CEO

    Total calculated
    $4,246,459
    From this org
    $0
    From related orgs
    $3,859,017
    Other
    $387,442
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,219,827 related
    Bonus
    $0 + $2,572,806 related
    Other
    $0 + $66,384 related
    Deferred
    $0 + $359,082 related
    Nontaxable benefits
    $0 + $28,360 related
    Filer's total
    $0 + $4,246,459 related
  • Philip Barr

    EVP, PRESIDENT, MARKETS

    Total calculated
    $1,952,558
    From this org
    $0
    From related orgs
    $1,750,853
    Other
    $201,705
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $689,979 related
    Bonus
    $0 + $1,038,329 related
    Other
    $0 + $22,545 related
    Deferred
    $0 + $191,017 related
    Nontaxable benefits
    $0 + $10,688 related
    Filer's total
    $0 + $1,952,558 related
  • Patricia Howard

    COO (END 5/3)

    Total calculated
    $1,672,334
    From this org
    $0
    From related orgs
    $1,613,105
    Other
    $59,229
    Hours/week
    12.5 + 37.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $221,778 related
    Bonus
    $0 + $976,250 related
    Other
    $0 + $415,077 related
    Deferred
    $0 + $51,154 related
    Nontaxable benefits
    $0 + $8,075 related
    Filer's total
    $0 + $1,672,334 related
  • Umesh Kurpad

    CFO (END 7/4)

    Total calculated
    $1,621,244
    From this org
    $0
    From related orgs
    $1,454,835
    Other
    $166,409
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $421,895 related
    Bonus
    $0 + $889,814 related
    Other
    $0 + $143,126 related
    Deferred
    $0 + $151,586 related
    Nontaxable benefits
    $0 + $14,823 related
    Filer's total
    $0 + $1,621,244 related
  • Pete Church

    CHIEF PEOPLE OFFICER

    Total calculated
    $1,548,068
    From this org
    $0
    From related orgs
    $1,348,346
    Other
    $199,722
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $599,057 related
    Bonus
    $0 + $729,488 related
    Other
    $0 + $19,801 related
    Deferred
    $0 + $171,542 related
    Nontaxable benefits
    $0 + $28,180 related
    Filer's total
    $0 + $1,548,068 related
  • Tisa Hughes

    CLERK/SECRETARY

    Total calculated
    $1,466,203
    From this org
    $0
    From related orgs
    $1,330,477
    Other
    $135,726
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $555,477 related
    Bonus
    $0 + $721,793 related
    Other
    $0 + $53,207 related
    Deferred
    $0 + $109,372 related
    Nontaxable benefits
    $0 + $26,354 related
    Filer's total
    $0 + $1,466,203 related
  • Tracey Carter

    SVP, CHIEF ACTUARY

    Total calculated
    $1,343,146
    From this org
    $0
    From related orgs
    $1,175,535
    Other
    $167,611
    Hours/week
    12.5 + 37.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $485,791 related
    Bonus
    $0 + $593,808 related
    Other
    $0 + $95,936 related
    Deferred
    $0 + $145,413 related
    Nontaxable benefits
    $0 + $22,198 related
    Filer's total
    $0 + $1,343,146 related
  • Selma Ferhatbegovic

    SVP, CHIEF INFORMATION OFFICER

    Total calculated
    $1,260,256
    From this org
    $0
    From related orgs
    $1,107,453
    Other
    $152,803
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $413,120 related
    Bonus
    $0 + $610,978 related
    Other
    $0 + $83,355 related
    Deferred
    $0 + $124,712 related
    Nontaxable benefits
    $0 + $28,091 related
    Filer's total
    $0 + $1,260,256 related
  • Mark Porter

    TREASURER (START 10/12)

    Total calculated
    $1,222,453
    From this org
    $0
    From related orgs
    $1,055,628
    Other
    $166,825
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $421,133 related
    Bonus
    $0 + $589,288 related
    Other
    $0 + $45,207 related
    Deferred
    $0 + $139,911 related
    Nontaxable benefits
    $0 + $26,914 related
    Filer's total
    $0 + $1,222,453 related
  • Kristin Lewis

    CHIEF PUB & COMN AFF OFFICER

    Total calculated
    $1,187,178
    From this org
    $0
    From related orgs
    $1,034,645
    Other
    $152,533
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $423,813 related
    Bonus
    $0 + $535,467 related
    Other
    $0 + $75,365 related
    Deferred
    $0 + $130,361 related
    Nontaxable benefits
    $0 + $22,172 related
    Filer's total
    $0 + $1,187,178 related
  • Dean Peasley

    SVP, OPERATIONS

    Total calculated
    $973,219
    From this org
    $0
    From related orgs
    $834,830
    Other
    $138,389
    Hours/week
    12.5 + 37.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $376,254 related
    Bonus
    $0 + $456,873 related
    Other
    $0 + $1,703 related
    Deferred
    $0 + $112,120 related
    Nontaxable benefits
    $0 + $26,269 related
    Filer's total
    $0 + $973,219 related
  • Michael Carson

    FORMER PRESIDENT (END 10/1/21)

    Total calculated
    $866,154
    From this org
    $0
    From related orgs
    $866,154
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $866,154 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $866,154 related
  • R Scott Walker

    CFO (START 7/5)

    Total calculated
    $845,896
    From this org
    $0
    From related orgs
    $727,951
    Other
    $117,945
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $326,498 related
    Bonus
    $0 + $400,000 related
    Other
    $0 + $1,453 related
    Deferred
    $0 + $104,073 related
    Nontaxable benefits
    $0 + $13,872 related
    Filer's total
    $0 + $845,896 related
  • Susan Kee

    CLERK/SECRETARY (START 12/11)

    Total calculated
    $717,571
    From this org
    $0
    From related orgs
    $645,368
    Other
    $72,203
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $342,136 related
    Bonus
    $0 + $287,804 related
    Other
    $0 + $15,428 related
    Deferred
    $0 + $71,137 related
    Nontaxable benefits
    $0 + $1,066 related
    Filer's total
    $0 + $717,571 related
  • Roland Price

    TREASURER (END 10/11)

    Total calculated
    $675,379
    From this org
    $0
    From related orgs
    $596,123
    Other
    $79,256
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $275,979 related
    Bonus
    $0 + $287,902 related
    Other
    $0 + $32,242 related
    Deferred
    $0 + $64,858 related
    Nontaxable benefits
    $0 + $14,398 related
    Filer's total
    $0 + $675,379 related
  • Thomas Croswell

    FORMER CEO

    Total calculated
    $621,650
    From this org
    $0
    From related orgs
    $612,500
    Other
    $9,150
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0 + $612,500 related
    Other
    $0
    Deferred
    $0 + $9,150 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $621,650 related
  • Eileen Auen

    DIRRCTOR, CHAIR

    Total calculated
    $161,250
    From this org
    $0
    From related orgs
    $161,250
    Other
    $0
    Hours/week
    2 + 6 related

    Schedule J breakdown matched by us

    Base
    $0 + $161,250 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $161,250 related
  • Michael J McColgan

    DIRECTOR

    Total calculated
    $131,750
    From this org
    $0
    From related orgs
    $131,750
    Other
    $0
    Hours/week
    1 + 3 related
  • Gregory D Tranter

    DIRECTOR

    Total calculated
    $129,375
    From this org
    $0
    From related orgs
    $129,375
    Other
    $0
    Hours/week
    1 + 3 related
  • Michael Shea

    DIRECTOR

    Total calculated
    $123,375
    From this org
    $0
    From related orgs
    $123,375
    Other
    $0
    Hours/week
    1 + 3 related
  • Bertram L Scott

    DIRECTOR

    Total calculated
    $119,375
    From this org
    $0
    From related orgs
    $119,375
    Other
    $0
    Hours/week
    1 + 3 related
  • Hedwig Veith Whitney

    DIRECTOR

    Total calculated
    $117,375
    From this org
    $0
    From related orgs
    $117,375
    Other
    $0
    Hours/week
    1 + 3 related
  • Myechia Minter-Jordan MD

    DIRECTOR (END 12/8)

    Total calculated
    $116,375
    From this org
    $0
    From related orgs
    $116,375
    Other
    $0
    Hours/week
    1 + 3 related
  • Todd Whitbeck

    DIRECTOR

    Total calculated
    $113,000
    From this org
    $0
    From related orgs
    $113,000
    Other
    $0
    Hours/week
    1 + 3 related
  • Peter Slavin MD

    DIRECTOR

    Total calculated
    $112,000
    From this org
    $0
    From related orgs
    $112,000
    Other
    $0
    Hours/week
    1 + 3 related
  • Raymond Pawlicki

    DIRECTOR

    Total calculated
    $111,000
    From this org
    $0
    From related orgs
    $111,000
    Other
    $0
    Hours/week
    1 + 3 related
  • Irina Simmons

    DIRECTOR

    Total calculated
    $109,000
    From this org
    $0
    From related orgs
    $109,000
    Other
    $0
    Hours/week
    1 + 3 related
  • Joyce Murphy

    DIRECTOR

    Total calculated
    $107,000
    From this org
    $0
    From related orgs
    $107,000
    Other
    $0
    Hours/week
    1 + 3 related
  • Greg Shell

    DIRECTOR, VICE CHAIR

    Total calculated
    $13,000
    From this org
    $0
    From related orgs
    $13,000
    Other
    $0
    Hours/week
    1 + 5 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

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

FORM 990, SCHEDULE J, PART I, LINE 3
METHOD USED TO ESTABLISH CEO COMPENSATION TUFTS HEALTH PUBLIC PLANS, INC. RELIED ON ITS PARENT AND SOLE CORPORATE MEMBER, POINT32HEALTH, INC., TO ESTABLISH COMPENSATION FOR ITS CEO. THE METHODS USED BY POINT32HEALTH, INC. ARE AS FOLLOWS: -COMPENSATION COMMITTEE -INDEPENDENT COMPENSATION CONSULTANT -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE -WRITTEN EMPLOYMENT AGREEMENT ----------
FORM 990, SCHEDULE J, PART I, LINE 4A
DETAIL OF SEVERANCE PAYMENTS THE FOLLOWING SENIOR LEADER, WHO DEPARTED THE COMPANY FOLLOWING THE CLOSE OF THE TRANSACTION, RECEIVED SEVERANCE PAYMENTS RELATING TO THE COMBINATION OF HARVARD PILGRIM HEALTH CARE AND TUFTS HEALTH PLAN. THESE PAYMENTS WERE DESIGNED TO RETAIN LEADERS WITH SIGNIFICANT EXPERTISE IN KEY AREAS AND TO ENSURE CONTINUITY OF OPERATIONS FOR BOTH ORGANIZATIONS THROUGH A LENGTHY AND UNCERTAIN REGULATORY REVIEW PROCESS THAT SPANNED OVER A FIFTEEN MONTH PERIOD, AS WELL AS THROUGH A GLOBAL PANDEMIC: MICHAEL CARSON = $866,154 THE FOLLOWING SENIOR LEADER ALSO RECEIVED SEVERANCE PAYMENTS IN 2023: PATRICIA HOWARD = $413,486 ----------
FORM 990, SCHEDULE J, PART I, LINE 4B
DISCRETIONARY RETIREMENT PLAN THE ORGANIZATION'S LEADERS PARTICIPATED IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN SPONSORED BY THEIR EMPLOYER, POINT32HEALTH SERVICES, INC., A RELATED PARTY. THE EMPLOYEES AND AMOUNTS LISTED ON SCHEDULE J, PART II, COLUMN C REFLECT EMPLOYER CONTRIBUTIONS TO THE SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. ----------

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.

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.

  • CAREPARTNERS OF CT HOLDINGS LLC

    N/A · HOLDING COMPA · CT

    Directly controlled by TAHMO

  • CLARION MANAGEMENT SOLUTIONS LLC

    N/A · CLINICAL CONS · DE

    Directly controlled by EH NEXUS

  • EMPLOYERS HEALTH NEXUS LLC

    N/A · HOLDING COMPA · MA

    Directly controlled by HEALTH PLANS

  • EMPLOYERS HEALTH NETWORK LLC

    N/A · SELF INSURANC · DE

    Directly controlled by EH NEXUS

  • KP VENTURES LLC SERIES B

    N/A · HEALTHCARE · CA

    Directly controlled by TAHMO

  • KP VENTURES LLC SERIES D

    N/A · HEALTHCARE · CA

    Directly controlled by TAHMO

Related corporations and trusts

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

  • HPHC INSURANCE COMPANY INC

    C CORP · HEALTH INSURANCE · MA · controlled entity

    Directly controlled by NEW HPHC HOLDCO

  • PLAN MARKETING INSURANCE AGENCY INC

    C CORP · BROKERAGE · MA · controlled entity

    Directly controlled by HEALTH PLANS

  • HPHC INSURANCE AGENCY INC

    C CORP · BROKERAGE · MA · controlled entity

    Directly controlled by NEW HPHC HOLDCO

  • HEALTH PLANS INC

    C CORP · TPA · MA · controlled entity

    Directly controlled by NEW HPHC HOLDCO

  • CARE MANAGEMENT SERVICES INC

    C CORP · CARE MANAGEMENT · MA · controlled entity

    Directly controlled by HEALTH PLANS

  • NEW HPHC HOLDING CORPORATION

    C corp · HOLDING COMPANY · DE · controlled entity

    Directly controlled by HPHC INC

  • POINT32HEALTH SERVICES INC

    C CORP · MANAGEMENT SVCS · DE · controlled entity

    Directly controlled by TAHMO

  • TUFTS INSURANCE COMPANY

    C CORP · INSURANCE · MA · controlled entity

    Directly controlled by P32H SRVCS INC

  • TUFTS BENEFIT ADMINISTRATORS INC

    C CORP · TPA · MA · controlled entity

    Directly controlled by P32H SRVCS INC

  • TOTAL HEALTH PLAN INC

    C CORP · TPA · MA · controlled entity

    Directly controlled by P32H SRVCS INC

  • TAHP BROKERAGE CORPORATION

    C CORP · BROKERAGE · MA · controlled entity

    Directly controlled by P32H SRVCS INC

  • INTEGRA PARTNERS HOLDINGS INC

    C CORP · MED EQUIPT & SVCS · NY · controlled entity

    Directly controlled by TAHMO

Provenance

Return type
form_990
Tax year
2023
Filed
13 November 2024
IRS schema version
2023v5.1
Source object
202423209349304687

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