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Nonprofiteer
← MOUNT CARMEL HEALTH PLAN INC

Form 990 for tax year 2022

Filed by MOUNT CARMEL HEALTH PLAN INC.

Totals

Total revenue
$560,054,340
Total expenses
$530,679,788
Contributions and grants received
$0
Grants paid
$0
Program services expenses (Part IX)
$500,918,658
Management and general expenses
$29,761,130
Fundraising expenses
$0
Program service expenses (Part III)
$500,918,658

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
    $1,566,664
    From this org
    $0
    From related orgs
    $1,277,941
    Other
    $288,723
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $862,896 related
    Bonus
    $0 + $391,500 related
    Other
    $0 + $23,545 related
    Deferred
    $0 + $238,294 related
    Nontaxable benefits
    $0 + $50,429 related
    Filer's total
    $0 + $1,566,664 related

  • JACK RANDOLPH

    DIRECTOR; PRESIDENT & CEO

    Total calculated
    $919,569
    From this org
    $0
    From related orgs
    $737,128
    Other
    $182,441
    Hours/week
    49 + 6 related

    Schedule J breakdown matched by us

    Base
    $0 + $527,875 related
    Bonus
    $0 + $185,657 related
    Other
    $0 + $23,596 related
    Deferred
    $0 + $141,829 related
    Nontaxable benefits
    $0 + $40,612 related
    Filer's total
    $0 + $919,569 related

  • DANIEL WENDORFF MD

    DIRECTOR; CHAIR; PRES, HLTH PARTNERS

    Total calculated
    $553,542
    From this org
    $0
    From related orgs
    $510,056
    Other
    $43,486
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $437,932 related
    Bonus
    $0 + $66,116 related
    Other
    $0 + $6,008 related
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0 + $25,186 related
    Filer's total
    $0 + $553,542 related

  • ANDY PRIDAY

    MOUNT CARMEL CFO AS OF 7/22

    Total calculated
    $459,294
    From this org
    $0
    From related orgs
    $405,211
    Other
    $54,083
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $346,480 related
    Bonus
    $0 + $55,888 related
    Other
    $0 + $2,843 related
    Deferred
    $0 + $37,378 related
    Nontaxable benefits
    $0 + $16,705 related
    Filer's total
    $0 + $459,294 related

  • GREG WISE MD

    MEDICAL DIRECTOR MCHP

    Total calculated
    $443,543
    From this org
    $0
    From related orgs
    $412,420
    Other
    $31,123
    Hours/week
    44 + 6 related

    Schedule J breakdown matched by us

    Base
    $0 + $358,370 related
    Bonus
    $0 + $51,714 related
    Other
    $0 + $2,336 related
    Deferred
    $0 + $9,150 related
    Nontaxable benefits
    $0 + $21,973 related
    Filer's total
    $0 + $443,543 related

  • KIMBERLY HODGKINSON

    MOUNT CARMEL CFO THROUGH 6/22

    Total calculated
    $432,817
    From this org
    $0
    From related orgs
    $405,351
    Other
    $27,466
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $266,007 related
    Bonus
    $0 + $131,250 related
    Other
    $0 + $8,094 related
    Deferred
    $0 + $3,748 related
    Nontaxable benefits
    $0 + $23,718 related
    Filer's total
    $0 + $432,817 related

  • PETER CONSTANT

    CHIEF STRATEGIC GROWTH OFFICER

    Total calculated
    $391,516
    From this org
    $0
    From related orgs
    $339,482
    Other
    $52,034
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $292,405 related
    Bonus
    $0 + $45,749 related
    Other
    $0 + $1,328 related
    Deferred
    $0 + $13,725 related
    Nontaxable benefits
    $0 + $38,309 related
    Filer's total
    $0 + $391,516 related

  • DAVID VIS

    ASST TREASURER;VP FINANCE OPERATIONS

    Total calculated
    $361,044
    From this org
    $0
    From related orgs
    $345,335
    Other
    $15,709
    Hours/week
    44 + 6 related

    Schedule J breakdown matched by us

    Base
    $0 + $307,103 related
    Bonus
    $0 + $34,311 related
    Other
    $0 + $3,921 related
    Deferred
    $0 + $13,725 related
    Nontaxable benefits
    $0 + $1,984 related
    Filer's total
    $0 + $361,044 related

  • CARLOS ALVARADO

    CHIEF ADMINISTRATIVE OFFICER

    Total calculated
    $335,257
    From this org
    $0
    From related orgs
    $293,929
    Other
    $41,328
    Hours/week
    44 + 6 related

    Schedule J breakdown matched by us

    Base
    $0 + $254,052 related
    Bonus
    $0 + $39,287 related
    Other
    $0 + $590 related
    Deferred
    $0 + $9,090 related
    Nontaxable benefits
    $0 + $32,238 related
    Filer's total
    $0 + $335,257 related

  • PATRICK MCMAHON

    VICE PRESIDENT, NETWORK DEVELOPMENT

    Total calculated
    $316,024
    From this org
    $0
    From related orgs
    $300,590
    Other
    $15,434
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $261,108 related
    Bonus
    $0 + $38,897 related
    Other
    $0 + $585 related
    Deferred
    $0 + $13,500 related
    Nontaxable benefits
    $0 + $1,934 related
    Filer's total
    $0 + $316,024 related

  • LIZA PAUL

    VICE PRESIDENT, HEALTH SERVICES MCHP

    Total calculated
    $295,589
    From this org
    $0
    From related orgs
    $243,169
    Other
    $52,420
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $209,383 related
    Bonus
    $0 + $33,237 related
    Other
    $0 + $549 related
    Deferred
    $0 + $15,381 related
    Nontaxable benefits
    $0 + $37,039 related
    Filer's total
    $0 + $295,589 related

  • CHRIS TUROFF

    DIRECTOR, PHARMACY MCHP

    Total calculated
    $277,265
    From this org
    $0
    From related orgs
    $262,112
    Other
    $15,153
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $237,483 related
    Bonus
    $0 + $23,656 related
    Other
    $0 + $973 related
    Deferred
    $0 + $11,783 related
    Nontaxable benefits
    $0 + $3,370 related
    Filer's total
    $0 + $277,265 related

  • TRISHA WHETSTONE

    ASST SECRETARY; MCHS ASSOC COUNSEL

    Total calculated
    $234,444
    From this org
    $0
    From related orgs
    $192,972
    Other
    $41,472
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $174,337 related
    Bonus
    $0 + $18,487 related
    Other
    $0 + $148 related
    Deferred
    $0 + $9,215 related
    Nontaxable benefits
    $0 + $32,257 related
    Filer's total
    $0 + $234,444 related

  • LYNN THAYER

    DIRECTOR, CLAIMS OPERATIONS

    Total calculated
    $218,613
    From this org
    $0
    From related orgs
    $184,297
    Other
    $34,316
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $166,023 related
    Bonus
    $0 + $17,289 related
    Other
    $0 + $985 related
    Deferred
    $0 + $8,612 related
    Nontaxable benefits
    $0 + $25,704 related
    Filer's total
    $0 + $218,613 related

  • JOSEPH PATRICK JR

    DIRECTOR; TREASURER; SECRETARY

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • CYNTHIA DELLECKER

    DIRECTOR THROUGH 2/23

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • TODD FOX

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • STEVE LUNDREGAN

    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 2022. 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 2022, AND THEIR NON-VESTED BENEFITS FOR 2022 WERE ACCRUED. THE FOLLOWING ACCRUALS FOR 2022 ARE INCLUDED IN COLUMN C OF SCHEDULE J, PART II: LORRAINE LUTTON - $224,569 ANDY PRIDAY - $23,653 JACK RANDOLPH - $128,104

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
2022
Filed
14 November 2023
IRS schema version
2022v5.0
Source object
202333189349314288

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

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