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Nonprofiteer
← MCLAREN INTEGRATED HMO GROUP

Form 990 for tax year 2023

Filed by MCLAREN INTEGRATED HMO GROUP.

Totals

Total revenue
$0
Total expenses
$0
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$0
Other revenue
$0
Total assets, end of year
$107,630,590
Total liabilities, end of year
$252,892,708
Net assets or fund balances, end of year
-$145,262,118
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
not reported

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.

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $4,901,245 · end of year $4,337,827

  • 14 · Intangible assets

    beginning of year $99,037,291 · end of year $92,206,965

  • 15 · Other assets

    beginning of year $7,982,003 · end of year $11,085,798

  • 17 · Accounts payable and accrued expenses

    beginning of year $4,841,106 · end of year $5,332,535

  • 25 · Other liabilities

    beginning of year $247,231,033 · end of year $247,560,173

  • 27 · Net assets without donor restrictions

    beginning of year -$140,151,600 · end of year -$145,262,118

Mission and programs · 2023

Mission

MCLAREN INTEGRATED HMO GROUP WILL BE THE BEST VALUE IN HEALTH CARE AS DEFINED BY QUALITY, OUTCOMES AND COST.

Activities or mission (Part I)

TO IMPROVE THE HEALTH OF THE COMMUNITY BY DEVELOPING, PROMOTING AND MAINTAINING PROGRAMS BY WHICH HEALTH CARE SERVICES CAN BE FURNISHED TO THE PUBLIC AT A REASONABLE COST.

  • TO PROVIDE HEALTH CARE SERVICES TO MEDICAID RECIPIENTS, GROUP EMPLOYERS, AND INDIVIDUALS THROUGH CONTRACTS WITH VARIOUS PHYSICIAN GROUPS, HOSPITALS AND OTHER HEALTH CARE PROVIDERS.

As filed on the 2023 return.

Listed in Part VII

  • David Mazurkiewicz

    CHAIRMAN & MHCC EVP, CFO

    Total calculated
    $2,482,024
    From this org
    $0
    From related orgs
    $2,440,589
    Other
    $41,435
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,389,087 related
    Bonus
    $0 + $404,214 related
    Other
    $0 + $647,288 related
    Deferred
    $0 + $4,589 related
    Nontaxable benefits
    $0 + $36,846 related
    Filer's total
    $0 + $2,482,024 related

  • Kathleen Kendall

    PRESIDENT & MIG CEO

    Total calculated
    $1,878,685
    From this org
    $0
    From related orgs
    $1,827,828
    Other
    $50,857
    Hours/week
    41 + 4 related

    Schedule J breakdown matched by us

    Base
    $0 + $900,659 related
    Bonus
    $0 + $400,167 related
    Other
    $0 + $527,002 related
    Deferred
    $0 + $2,419 related
    Nontaxable benefits
    $0 + $48,438 related
    Filer's total
    $0 + $1,878,685 related

  • Philip Incarnati

    TREASURER & MHCC CEO

    Total calculated
    $11,859,773
    From this org
    $0
    From related orgs
    $11,811,455
    Other
    $48,318
    Hours/week
    1 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $2,700,387 related
    Bonus
    $0 + $1,562,972 related
    Other
    $0 + $7,548,096 related
    Deferred
    $0 + $7,694 related
    Nontaxable benefits
    $0 + $40,624 related
    Filer's total
    $0 + $11,859,773 related

  • Cheryl Diehl

    CFO & ASSISTANT TREASURER

    Total calculated
    $403,294
    From this org
    $345,907
    From related orgs
    $0
    Other
    $57,387
    Hours/week
    41 + 3 related

    Schedule J breakdown matched by us

    Base
    $279,777
    Bonus
    $66,130
    Other
    $0
    Deferred
    $10,784
    Nontaxable benefits
    $46,603
    Filer's total
    $403,294

  • Mary Schaefer

    ASSNT SECRETARY & MIG VP, HR

    Total calculated
    $335,052
    From this org
    $304,665
    From related orgs
    $0
    Other
    $30,387
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $239,354
    Bonus
    $58,676
    Other
    $6,635
    Deferred
    $9,478
    Nontaxable benefits
    $20,909
    Filer's total
    $335,052

  • Rebecca Tapp

    ASSNT SECRETARY & MIG VP, CHO

    Total calculated
    $370,966
    From this org
    $315,847
    From related orgs
    $0
    Other
    $55,119
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $255,465
    Bonus
    $60,382
    Other
    $0
    Deferred
    $9,847
    Nontaxable benefits
    $45,272
    Filer's total
    $370,966

  • Brian Musial

    MIG VP, PHARMACY

    Total calculated
    $351,220
    From this org
    $311,442
    From related orgs
    $0
    Other
    $39,778
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $251,460
    Bonus
    $59,982
    Other
    $0
    Deferred
    $9,689
    Nontaxable benefits
    $30,089
    Filer's total
    $351,220

  • Jody Landon

    MIG VP, CUSTOMER PROVIDER SERVICES

    Total calculated
    $365,787
    From this org
    $325,698
    From related orgs
    $0
    Other
    $40,089
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $257,904
    Bonus
    $62,728
    Other
    $5,066
    Deferred
    $10,133
    Nontaxable benefits
    $29,956
    Filer's total
    $365,787

  • Sara Mavredes

    MIG VP, BUSINESS INFO AND OPS

    Total calculated
    $335,569
    From this org
    $295,900
    From related orgs
    $0
    Other
    $39,669
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $227,790
    Bonus
    $53,842
    Other
    $14,268
    Deferred
    $8,780
    Nontaxable benefits
    $30,889
    Filer's total
    $335,569

  • Jeffrey Wheeler

    MDW MEDICAL DIRECTOR

    Total calculated
    $452,659
    From this org
    $399,490
    From related orgs
    $0
    Other
    $53,169
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $339,624
    Bonus
    $49,239
    Other
    $10,627
    Deferred
    $13,080
    Nontaxable benefits
    $40,089
    Filer's total
    $452,659

  • Lisa L Knowles

    DIRECTOR, DENTAL PROGRAMS

    Total calculated
    $225,711
    From this org
    $202,113
    From related orgs
    $0
    Other
    $23,598
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $187,113
    Bonus
    $15,000
    Other
    $0
    Deferred
    $9,615
    Nontaxable benefits
    $13,983
    Filer's total
    $225,711

  • Matthew Ehrlich

    MHP VP, GENERAL COUNSEL

    Total calculated
    $420,293
    From this org
    $370,104
    From related orgs
    $0
    Other
    $50,189
    Hours/week
    1 + 43 related

    Schedule J breakdown matched by us

    Base
    $298,210
    Bonus
    $62,515
    Other
    $9,379
    Deferred
    $11,544
    Nontaxable benefits
    $38,645
    Filer's total
    $420,293

  • Patricia Hebenstreit

    MDW VP, GENERAL COUNSEL

    Total calculated
    $438,474
    From this org
    $400,617
    From related orgs
    $0
    Other
    $37,857
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $314,388
    Bonus
    $76,393
    Other
    $9,836
    Deferred
    $12,105
    Nontaxable benefits
    $25,752
    Filer's total
    $438,474

  • Wendi Powell

    MDW DIRECTOR CLINICAL PHAR

    Total calculated
    $277,915
    From this org
    $240,808
    From related orgs
    $0
    Other
    $37,107
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $210,175
    Bonus
    $30,633
    Other
    $0
    Deferred
    $8,093
    Nontaxable benefits
    $29,014
    Filer's total
    $277,915

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

  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
THE CEO/EXECUTIVE DIRECTOR WAS COMPENSATED BY A RELATED ORGANIZATION, AND THEREFORE NONE OF THE LINE 1 BOXES HAVE BEEN CHECKED. THE CORPORATE CEO, SUBSIDIARY CEOS AND CORPORATE EXECUTIVE & SENIOR VICE-PRESIDENTS IN SOME INSTANCES HAVE RECEIVED TAX INDEMNIFICATION FOR THE FOLLOWING BENEFITS: VEHICLE COSTS, GROUP TERM LIFE INSURANCE, SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS, AND HEALTH CLUB OR SOCIAL DUES. THESE BENEFITS HAVE BEEN INCLUDED IN TAXABLE COMPENSATION.
PART I, LINE 3
THE CEO/EXECUTIVE DIRECTOR WAS COMPENSATED BY A RELATED ORGANIZATION, AND THEREFORE NONE OF THE LINE 3 BOXES HAVE BEEN CHECKED. THE RELATED ORGANIZATION USED THE FOLLOWING METHODOLOGIES TO ESTABLISH THE COMPENSATION OF THE CEO/EXECUTIVE DIRECTOR OF THE FILING ORGANIZATION: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
PART I, LINE 4B
MCLAREN MAINTAINS TWO SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS FOR A SELECT GROUP OF MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES (THE "SERPS"). THE OLD SERP WAS CLOSED TO NEW PARTICIPANTS ON OCTOBER 1, 2006, AND THE NEW SERP BECAME EFFECTIVE AS OF JANUARY 1, 2007. NO EMPLOYEE MAY PARTICIPATE IN BOTH OF THE SERPS. THE OLD SERP IS STRUCTURED AS A DEFINED BENEFIT PLAN THAT ESSENTIALLY REPLACES THE BENEFITS THE PARTICIPANT IS NOT PERMITTED TO RECEIVE UNDER MCLAREN'S QUALIFIED RETIREMENT PLAN DUE TO IRS LIMITATIONS APPLICABLE TO QUALIFIED PLANS. THE BENEFIT UNDER THE OLD SERP IS PAYABLE IN EITHER THE FORM OF A LUMP SUM DISTRIBUTION OR IN MONTHLY PAYMENTS EQUAL TO THE ACTUARIAL EQUIVALENT OF THE PARTICIPANT'S ACCRUED BENEFIT. THE BENEFIT IS PAID AT AGE 55, AND IF THE PARTICIPANT REMAINS EMPLOYED, THE BENEFIT IS PAID UPON TERMINATION OF EMPLOYMENT, REDUCED TO TAKE INTO ACCOUNT THE BENEFIT PREVIOUSLY PAID. THE NEW SERP IS STRUCTURED AS A DEFINED CONTRIBUTION PLAN, AND MCLAREN CONTRIBUTES 15 PERCENT OF EACH PARTICIPANT'S COMPENSATION TO THE PLAN EACH YEAR FOR ALLOCATION TO THE PARTICIPANT'S ACCOUNT. PARTICIPANTS IN THE NEW SERP BECOME VESTED IN THEIR ACCOUNTS UPON THE EARLIER OF FIVE YEARS OF PARTICIPATION IN THE PLAN OR ATTAINMENT OF AGE 60. PARTICIPANTS IN THE NEW SERP SELF-DIRECT THE INVESTMENT OF THEIR ACCOUNTS AND HAVE THE ACTUAL INVESTMENT RETURN CREDITED OR DEBITED TO THEIR ACCOUNTS. THE BENEFIT UNDER THE NEW SERP IS EQUAL TO THE PARTICIPANT'S ACCOUNT BALANCE, AND THE BENEFIT IS PAID IN A SINGLE SUM WITHIN 60 DAYS OF THE PARTICIPANT'S TERMINATION DATE. BENEFITS UNDER BOTH SERPS ARE PROVIDED ON A TAX-NEUTRAL BASIS. BOTH SERPS ARE DESIGNED TO COMPLY WITH INTERNAL REVENUE CODE SECTIONS 457(F) AND 409A.
PART I, LINE 7
MCLAREN HEALTH CARE (MHC) HAS A LEADERSHIP INCENTIVE PROGRAM FOR LEADERS OF THE CORPORATION, SUBSIDIARY EXECUTIVES AND DIRECTORS, MANAGERS AND SUPERVISORS. THE PURPOSE OF THE PLAN IS TO ENHANCE THE ORGANIZATION'S ABILITY TO ACHIEVE ITS GOALS BY PROVIDING TOP OFFICIALS AND THE BOARD OF DIRECTORS WITH A TOOL FOR (A) CLEARLY COMMUNICATING PERFORMANCE ON THE PART OF KEY LEADERS, (B) STIMULATING AND REWARDING SUPERIOR LEVELS OF PERFORMANCE ON THE PART OF KEY LEADERS WHICH WILL ULTIMATELY BENEFIT THE COMMUNITIES MHC SERVES, AND (C) PROTECTING MHC'S ABILITY TO COMPETE WITH OTHER EMPLOYERS FOR HIGH-TALENT LEADERS.

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.

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.

  • MCLAREN - NORTHERN EQUITIES CANCER CENTER PROJECT LLC

    RENTAL REAL ESTATE · MI · general or managing partner

  • MOUNT CLEMENS REGIONAL HEALTH BUILDING HEALTH PARTNERS

    BUILDING MANAGEMENT · MI · general or managing partner

  • SOUTH VAN DYKE MEDICAL COMPLEX-A

    VARIOUS HEALTHCARE ACTIVITIES · MI · general or managing partner

  • WATERVILLE MEDICAL CENTER LLC

    RENTAL REAL ESTATE · OH · general or managing partner

  • CLARKSTON ASC PARTNERS LLC

    SURGERY CENTER · MI · general or managing partner

Related corporations and trusts

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

  • CLARKSTON PROPERTY ASSOCIATES

    C · REAL ESTATE · MI · controlled entity

  • DELPHINUS INVESTMENT INC

    C · HOLD PASSIVE INVESTMENT · MI · controlled entity

  • HEALTH ADVANTAGE INC

    C · INSURANCE · MI · controlled entity

  • MCLAREN INSURANCE COMPANY LTD

    C · INSURANCE · CJ · controlled entity

  • MID-MICHIGAN PHYSICIANS PC

    C · PHYSICIAN PRACTICE · MI · controlled entity

  • MCLAREN PHYSICIAN PARTNERS

    C · MANAGED CARE · MI · controlled entity

  • VITALCARE HOME MEDICAL EQUIPMENT INC

    C · SALE AND RENTAL OF DURABLE MEDICAL EQUIPMENT · MI · controlled entity

  • HURON CLINIC CONDOMINIUMS OWNERS

    C · VARIOUS HEALTHCARE ACTIVITIES · MI · controlled entity

Provenance

Return type
form_990
Tax year
2023
Filed
5 August 2025
IRS schema version
2023v6.0
Source object
202502259349301825

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