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Nonprofiteer
← UTMB HEALTH PLANS INC

Form 990 for tax year 2024

Filed by UTMB HEALTH PLANS INC.

Totals

Total revenue
$427,898
Total expenses
$250,099
Contributions and grants received
$0
Grants paid
$0
Program services expenses (Part IX)
$200,250
Management and general expenses
$49,849
Fundraising expenses
$0
Program service expenses (Part III)
$200,250

Program services were 80.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JOCHEN REISER MD PHD

    CHAIR, SOLE MEMBER

    Total calculated
    $1,637,500
    From this org
    $0
    From related orgs
    $1,431,063
    Other
    $206,437
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,431,063 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $200,000 related
    Nontaxable benefits
    $0 + $6,437 related
    Filer's total
    $0 + $1,637,500 related

  • CHARLES MOUTON MD

    DIRECTOR

    Total calculated
    $1,418,817
    From this org
    $0
    From related orgs
    $1,309,848
    Other
    $108,969
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,093,563 related
    Bonus
    $0 + $214,605 related
    Other
    $0 + $1,680 related
    Deferred
    $0 + $100,000 related
    Nontaxable benefits
    $0 + $8,969 related
    Filer's total
    $0 + $1,418,817 related

  • REBECCA B KORENEK MBA MHA

    VICE CHAIR

    Total calculated
    $1,381,914
    From this org
    $0
    From related orgs
    $1,379,812
    Other
    $2,102
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,224,781 related
    Bonus
    $0 + $153,831 related
    Other
    $0 + $1,200 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $2,102 related
    Filer's total
    $0 + $1,381,914 related

  • C AARON LEMAY CPA JD MSED

    FORMER TREASURER

    Total calculated
    $640,387
    From this org
    $0
    From related orgs
    $631,797
    Other
    $8,590
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $580,940 related
    Bonus
    $0 + $49,657 related
    Other
    $0 + $1,200 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $8,590 related
    Filer's total
    $0 + $640,387 related

  • JENNIFER B SARPALIUS CPA

    PRESIDENT AND CEO

    Total calculated
    $588,750
    From this org
    $0
    From related orgs
    $586,434
    Other
    $2,316
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $511,434 related
    Bonus
    $0 + $75,000 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $2,316 related
    Filer's total
    $0 + $588,750 related

  • JAMIE D BAILEY MBA CPA CFE

    TREASURER

    Total calculated
    $587,500
    From this org
    $0
    From related orgs
    $579,619
    Other
    $7,881
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $554,619 related
    Bonus
    $0
    Other
    $0 + $25,000 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $7,881 related
    Filer's total
    $0 + $587,500 related

  • BYRON K PICKERING JD MA

    DIRECTOR

    Total calculated
    $456,843
    From this org
    $0
    From related orgs
    $396,338
    Other
    $60,505
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $345,985 related
    Bonus
    $0 + $50,213 related
    Other
    $0 + $140 related
    Deferred
    $0 + $50,000 related
    Nontaxable benefits
    $0 + $10,505 related
    Filer's total
    $0 + $456,843 related

  • CHERYL S HERROD

    SECRETARY

    Total calculated
    $111,334
    From this org
    $0
    From related orgs
    $101,467
    Other
    $9,867
    Hours/week
    5 + 35 related

  • DAVID C GRUENER

    FORMER PRESIDENT AND CEO

    Total calculated
    $111,065
    From this org
    $0
    From related orgs
    $103,989
    Other
    $7,076
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $102,763 related
    Bonus
    $0
    Other
    $0 + $1,226 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $7,076 related
    Filer's total
    $0 + $111,065 related

  • MARIA L GONZALEZ

    FORMER SECRETARY

    Total calculated
    $40,020
    From this org
    $0
    From related orgs
    $40,001
    Other
    $19
    Hours/week
    0

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
THE CEO RECEIVES NO COMPENSATION FROM UTMB HEALTH PLANS, INC. THE CEO IS COMPENSATED BY THE UNIVERSITY OF TEXAS MEDICAL BRANCH AT GALVESTON. THE UNIVERSITY OF TEXAS MEDICAL BRANCH AT GALVESTON USES LABOR MARKET SURVEY INFORMATION TO ESTABLISH THE COMPENSATION OF THE CEO.
PART I, LINE 4B
SEVERANCE NONQUALIFIED EQUITY-BASED JOCHEN REISER, MD, PHD 0 200,000 0 CHARLES MOUTON, MD 0 100,000 0 BYRON K. PICKERING, JD, MA 0 50,000 0

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
2024
Filed
18 June 2026
IRS schema version
2024v5.5
Source object
202631779349301103

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