Skip to content
Nonprofiteer
← GROUP HEALTH INC

Form 990 for tax year 2023

Filed by GROUP HEALTH INC.

Totals

Total revenue
$1,261,559,253
Total expenses
$1,398,043,529
Contributions and grants received
$3,877,406
Grants paid
$236,967
Program service revenue
$975,889,753
Investment income
$13,141,645
Other revenue
$268,650,449
Total assets, end of year
$1,032,220,770
Total liabilities, end of year
$783,229,703
Net assets or fund balances, end of year
$248,991,067
Program services expenses (Part IX)
$1,183,246,460
Management and general expenses
$214,797,069
Fundraising expenses
$0
Program service expenses (Part III)
$1,183,246,460

Program services were 84.6% 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.

  • 1e · Government grants (contributions)

    $3,877,406

  • 2a · Program service revenue: FEE FOR SERVICE HEALTH

    total $895,176,869 · related or exempt $895,176,869

  • 2b · Program service revenue: MEDICAL RETAIL REVENUE

    total $87,096,743 · related or exempt $87,096,743

  • 2c · Program service revenue: MEDICAL PREMIUMS

    total -$6,383,859 · related or exempt -$6,383,859

  • 3 · Investment income

    total $13,127,182 · excluded $13,127,182

  • 6a · Gross rents

    real property $1,819,306

  • 6b · Less rental expenses

    real property $1,451,142

  • 6c · Rental income or loss

    real property $368,164

  • 6d · Net rental income or loss

    total $368,164 · excluded $368,164

  • 7a · Gross sales of assets other than inventory

    securities $146,117,199

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

    securities $146,102,736

  • 7c · Gain or loss

    securities $14,463

  • 7d · Net gain or loss

    total $14,463 · excluded $14,463

  • 11a · Other revenue: NON-TAXABLE AFFIL. A&G

    total $141,484,418 · related or exempt $141,484,418

  • 11b · Other revenue: TAXABLE AFFIL. A&G

    total $126,789,958 · related or exempt $126,789,958

  • 11c · Other revenue: OTHER REVENUE

    total $7,909 · related or exempt $7,909

  • 11e · Other revenue, total

    $268,282,285

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $236,967 · program services $236,967

  • 5 · Compensation of officers, directors and key employees

    total $41,765,240 · management and general $41,765,240

  • 7 · Other salaries and wages

    total $529,635,332 · program services $514,219,096 · management and general $15,416,236

  • 8 · Pension plan contributions

    total $53,747,212 · program services $24,355,386 · management and general $29,391,826

  • 9 · Other employee benefits

    total $176,642,565 · program services $132,862,330 · management and general $43,780,235

  • 10 · Payroll taxes

    total $181,781 · management and general $181,781

  • 11b · Fees: legal

    total $1,476,626 · program services $71,812 · management and general $1,404,814

  • 11c · Fees: accounting

    total $1,100,301 · management and general $1,100,301

  • 11d · Fees: lobbying

    total $518,468 · management and general $518,468

  • 11g · Fees: other

    total $295,243,427 · program services $276,212,904 · management and general $19,030,523

  • 12 · Advertising and promotion

    total $4,637,834 · program services $791,822 · management and general $3,846,012

  • 13 · Office expenses

    total $16,619,893 · program services $8,635,184 · management and general $7,984,709

  • 14 · Information technology

    total $28,482,928 · program services $1,291,858 · management and general $27,191,070

  • 16 · Occupancy

    total $26,287,922 · program services $24,467,412 · management and general $1,820,510

  • 17 · Travel

    total $3,684,922 · program services $2,696,051 · management and general $988,871

  • 19 · Conferences, conventions and meetings

    total $2,143,440 · program services $1,268,687 · management and general $874,753

  • 20 · Interest

    total $598,861 · management and general $598,861

  • 22 · Depreciation, depletion and amortization

    total $18,242,106 · program services $16,321,976 · management and general $1,920,130

  • 23 · Insurance

    total $2,044,300 · program services $585,631 · management and general $1,458,669

  • 24a · Other expenses: SUPPLIES - MEDICAL & PH

    total $160,197,746 · program services $157,932,161 · management and general $2,265,585

  • 24b · Other expenses: OTHER EXPENSE

    total $17,171,184 · program services $6,120,467 · management and general $11,050,717

  • 24c · Other expenses: TAXES & ASSESSMENTS

    total $7,178,457 · program services $7,169,457 · management and general $9,000

  • 24d · Other expenses: MAINTENANCE & REPAIRS

    total $5,566,913 · program services $3,368,155 · management and general $2,198,758

  • 24e · All other expenses

    total $4,639,104 · program services $4,639,104

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $287,915,691 · end of year $835,651

  • 2 · Savings and temporary cash investments

    beginning of year $51,114,139 · end of year $21,022,570

  • 4 · Accounts receivable

    beginning of year $337,512,347 · end of year $187,507,027

  • 8 · Inventories for sale or use

    beginning of year $11,111,511 · end of year $8,865,141

  • 9 · Prepaid expenses and deferred charges

    beginning of year $180,939,556 · end of year $226,566,230

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

    $831,166,771

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

    $672,343,608

  • 10c · Land, buildings and equipment, net

    beginning of year $186,519,985 · end of year $158,823,163

  • 11 · Investments: publicly traded securities

    end of year $176,837,415

  • 12 · Investments: other securities

    beginning of year $189,923,221 · end of year $228,785,068

  • 15 · Other assets

    beginning of year $30,515,615 · end of year $22,978,505

  • 17 · Accounts payable and accrued expenses

    beginning of year $720,513,275 · end of year $549,914,157

  • 19 · Deferred revenue

    beginning of year $570,386 · end of year $2,153,032

  • 23 · Secured mortgages and notes payable

    beginning of year $12,361,685 · end of year $6,764,214

  • 25 · Other liabilities

    beginning of year $233,091,921 · end of year $224,398,300

  • 27 · Net assets without donor restrictions

    beginning of year $309,014,798 · end of year $248,991,067

Mission and programs · 2023

Mission

OUR MISSION IS TO IMPROVE HEALTH AND WELL-BEING IN PARTNERSHIP WITH OUR MEMBERS, PATIENTS AND COMMUNITY.

Activities or mission (Part I)

TO IMPROVE HEALTH AND WELL-BEING IN PARTNERSHIP WITH OUR MEMBERS, PATIENTS AND COMMUNITY.

  • SEE SCHEDULE O - EXEMPT PURPOSE AND ACHIEVEMENTS FOR A DESCRIPTION OF PROGRAM SERVICE ACCOMPLISHMENTS

    Expenses $1,183,246,460 · Grants $688,874 · Revenue $1,244,172,038

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

Listed in Part VII

  • Ana Ruby Lee

    DIRECTOR

    Total calculated
    $30,000
    From this org
    $30,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2.3
  • Paul Williams

    DIRECTOR

    Total calculated
    $36,000
    From this org
    $36,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1.9
  • Philip Donaldson

    DIRECTOR & CHAIR

    Total calculated
    $50,000
    From this org
    $50,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    3
  • Deborah Hopp

    DIRECTOR & VICE CHAIR

    Total calculated
    $33,000
    From this org
    $33,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    3
  • Steven M Connelly MD

    DIRECTOR & EXEC. MEDICAL D

    Total calculated
    $1,272,659
    From this org
    $0
    From related orgs
    $1,096,741
    Other
    $175,918
    Hours/week
    61.4 + 3.6 related

    Schedule J breakdown matched by us

    Base
    $0 + $678,948 related
    Bonus
    $0 + $331,281 related
    Other
    $0 + $86,512 related
    Deferred
    $0 + $113,475 related
    Nontaxable benefits
    $0 + $62,443 related
    Filer's total
    $0 + $1,272,659 related
  • Andrea M Walsh

    PRESIDENT & CEO

    Total calculated
    $3,630,317
    From this org
    $2,738,020
    From related orgs
    $0
    Other
    $892,297
    Hours/week
    45.3 + 9.7 related

    Schedule J breakdown matched by us

    Base
    $1,479,700
    Bonus
    $1,099,313
    Other
    $159,007
    Deferred
    $816,281
    Nontaxable benefits
    $76,016
    Filer's total
    $3,630,317
  • Morris Goodwin

    TREASURER

    Total calculated
    $33,000
    From this org
    $33,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    3
  • Penny D Cermak

    EVP & CFO

    Total calculated
    $1,668,254
    From this org
    $1,383,266
    From related orgs
    $0
    Other
    $284,988
    Hours/week
    37.25 + 22.75 related

    Schedule J breakdown matched by us

    Base
    $837,843
    Bonus
    $528,150
    Other
    $17,273
    Deferred
    $229,689
    Nontaxable benefits
    $55,299
    Filer's total
    $1,668,254
  • Nancy L Evert

    SECRETARY & SR VP GEN CNSL

    Total calculated
    $1,049,946
    From this org
    $811,272
    From related orgs
    $0
    Other
    $238,674
    Hours/week
    44 + 11 related

    Schedule J breakdown matched by us

    Base
    $503,395
    Bonus
    $251,362
    Other
    $56,515
    Deferred
    $206,367
    Nontaxable benefits
    $32,307
    Filer's total
    $1,049,946
  • Anthony J Andersen

    VP UNDERWRITING

    Total calculated
    $427,487
    From this org
    $325,412
    From related orgs
    $0
    Other
    $102,075
    Hours/week
    36

    Schedule J breakdown matched by us

    Base
    $233,984
    Bonus
    $73,500
    Other
    $17,928
    Deferred
    $77,313
    Nontaxable benefits
    $24,762
    Filer's total
    $427,487
  • Jessica Arneson

    VP ORTHO & REHAB SVCS

    Total calculated
    $357,995
    From this org
    $0
    From related orgs
    $282,614
    Other
    $75,381
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $244,072 related
    Bonus
    $0 + $37,678 related
    Other
    $0 + $864 related
    Deferred
    $0 + $22,767 related
    Nontaxable benefits
    $0 + $52,614 related
    Filer's total
    $0 + $357,995 related
  • Jeanette L Augustson

    VP HP INSTITUTE

    Total calculated
    $346,511
    From this org
    $284,349
    From related orgs
    $0
    Other
    $62,162
    Hours/week
    0 + 45 related

    Schedule J breakdown matched by us

    Base
    $208,994
    Bonus
    $65,221
    Other
    $10,134
    Deferred
    $22,104
    Nontaxable benefits
    $40,058
    Filer's total
    $346,511
  • Randall M Billings

    SVP PROVIDER PARTNERSHIPS

    Total calculated
    $765,086
    From this org
    $628,736
    From related orgs
    $0
    Other
    $136,350
    Hours/week
    49.5 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $419,251
    Bonus
    $205,000
    Other
    $4,485
    Deferred
    $91,370
    Nontaxable benefits
    $44,980
    Filer's total
    $765,086
  • Julie M Bunde

    VP PRODUCT & MARKET

    Total calculated
    $395,835
    From this org
    $303,174
    From related orgs
    $0
    Other
    $92,661
    Hours/week
    37.8 + 7.2 related

    Schedule J breakdown matched by us

    Base
    $225,035
    Bonus
    $68,523
    Other
    $9,616
    Deferred
    $68,169
    Nontaxable benefits
    $24,492
    Filer's total
    $395,835
  • Steven D Bunde

    VP INTERNAL AUDIT, INTEGRI

    Total calculated
    $465,906
    From this org
    $351,059
    From related orgs
    $0
    Other
    $114,847
    Hours/week
    35.9 + 9.1 related

    Schedule J breakdown matched by us

    Base
    $264,517
    Bonus
    $78,256
    Other
    $8,286
    Deferred
    $89,594
    Nontaxable benefits
    $25,253
    Filer's total
    $465,906
  • David L Busch

    VP PHARMACY OPERATIONS

    Total calculated
    $512,126
    From this org
    $403,569
    From related orgs
    $0
    Other
    $108,557
    Hours/week
    34.1 + 20.9 related

    Schedule J breakdown matched by us

    Base
    $298,756
    Bonus
    $90,727
    Other
    $14,086
    Deferred
    $66,596
    Nontaxable benefits
    $41,961
    Filer's total
    $512,126
  • Jennifer J Clelland

    VP GOVERNMENT PROGRAMS

    Total calculated
    $489,786
    From this org
    $377,706
    From related orgs
    $0
    Other
    $112,080
    Hours/week
    32.1 + 22.9 related

    Schedule J breakdown matched by us

    Base
    $284,057
    Bonus
    $81,843
    Other
    $11,806
    Deferred
    $70,531
    Nontaxable benefits
    $41,549
    Filer's total
    $489,786
  • Barbara H Cox

    VP LEG & REGULATION AFFAIR

    Total calculated
    $305,902
    From this org
    $247,144
    From related orgs
    $0
    Other
    $58,758
    Hours/week
    49.5 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $180,917
    Bonus
    $54,540
    Other
    $11,687
    Deferred
    $19,289
    Nontaxable benefits
    $39,469
    Filer's total
    $305,902
  • Jennifer Danielson

    EVP & CHIEF HEALTH PLAN OFF

    Total calculated
    $668,386
    From this org
    $563,840
    From related orgs
    $0
    Other
    $104,546
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $384,196
    Bonus
    $75,000
    Other
    $104,644
    Deferred
    $72,301
    Nontaxable benefits
    $32,245
    Filer's total
    $668,386
  • Amy L Dewane

    VP - CARE SYSTEMS GROWTH

    Total calculated
    $525,628
    From this org
    $458,049
    From related orgs
    $0
    Other
    $67,579
    Hours/week
    49.5 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $333,972
    Bonus
    $104,314
    Other
    $19,763
    Deferred
    $24,750
    Nontaxable benefits
    $42,829
    Filer's total
    $525,628
  • Stephen W Di Rito

    VP SECURITY

    Total calculated
    $387,729
    From this org
    $346,707
    From related orgs
    $0
    Other
    $41,022
    Hours/week
    64.5 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $256,374
    Bonus
    $85,000
    Other
    $5,333
    Deferred
    $24,750
    Nontaxable benefits
    $16,272
    Filer's total
    $387,729
  • Leslie G Dockan

    VP, PRIMARY CARE & CLINIC

    Total calculated
    $545,654
    From this org
    $477,764
    From related orgs
    $0
    Other
    $67,890
    Hours/week
    49.5 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $366,388
    Bonus
    $105,491
    Other
    $5,885
    Deferred
    $24,750
    Nontaxable benefits
    $43,140
    Filer's total
    $545,654
  • Jack Dressen John

    VP HOSPITAL SPECIALTY SVCS

    Total calculated
    $329,977
    From this org
    $269,795
    From related orgs
    $0
    Other
    $60,182
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $216,928
    Bonus
    $40,199
    Other
    $12,668
    Deferred
    $21,149
    Nontaxable benefits
    $39,033
    Filer's total
    $329,977
  • Kimberly T Egan

    VP HR REGIONS HOSPITAL

    Total calculated
    $478,588
    From this org
    $411,732
    From related orgs
    $0
    Other
    $66,856
    Hours/week
    49.5 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $288,845
    Bonus
    $113,537
    Other
    $9,350
    Deferred
    $24,750
    Nontaxable benefits
    $42,106
    Filer's total
    $478,588
  • Jason M Gallagher

    VP HEALTH AND CARE ENGAGEM

    Total calculated
    $497,783
    From this org
    $421,967
    From related orgs
    $0
    Other
    $75,816
    Hours/week
    37.8 + 12.2 related

    Schedule J breakdown matched by us

    Base
    $309,524
    Bonus
    $95,977
    Other
    $16,466
    Deferred
    $34,008
    Nontaxable benefits
    $41,808
    Filer's total
    $497,783
  • David S Gesko

    SR VP - DENTAL DIRECTOR

    Total calculated
    $1,013,317
    From this org
    $847,036
    From related orgs
    $0
    Other
    $166,281
    Hours/week
    49.5 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $525,807
    Bonus
    $263,565
    Other
    $57,664
    Deferred
    $117,908
    Nontaxable benefits
    $48,373
    Filer's total
    $1,013,317
  • Alicia L Gilbert

    VP COMP AND BENEFITS

    Total calculated
    $458,881
    From this org
    $392,799
    From related orgs
    $0
    Other
    $66,082
    Hours/week
    29.5 + 29.5 related

    Schedule J breakdown matched by us

    Base
    $291,503
    Bonus
    $96,277
    Other
    $5,019
    Deferred
    $24,750
    Nontaxable benefits
    $41,332
    Filer's total
    $458,881
  • Mark E Hansberry

    SVP & CHIEF MKTG DIRECTOR

    Total calculated
    $892,649
    From this org
    $741,916
    From related orgs
    $0
    Other
    $150,733
    Hours/week
    54.5 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $478,083
    Bonus
    $226,224
    Other
    $37,609
    Deferred
    $103,493
    Nontaxable benefits
    $47,240
    Filer's total
    $892,649
  • Chad C Heim

    VP - HEALTH INFORMATICS

    Total calculated
    $541,787
    From this org
    $421,952
    From related orgs
    $0
    Other
    $119,835
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $316,248
    Bonus
    $95,977
    Other
    $9,727
    Deferred
    $78,027
    Nontaxable benefits
    $41,808
    Filer's total
    $541,787
  • Margaret D Helms

    VP, HEALTH INFORMATICS

    Total calculated
    $514,447
    From this org
    $447,462
    From related orgs
    $0
    Other
    $66,985
    Hours/week
    15 + 45 related

    Schedule J breakdown matched by us

    Base
    $323,604
    Bonus
    $116,900
    Other
    $6,958
    Deferred
    $24,750
    Nontaxable benefits
    $42,235
    Filer's total
    $514,447
  • Brett Hentges

    VP ACCT & FINANCE REPORTING

    Total calculated
    $362,573
    From this org
    $308,670
    From related orgs
    $0
    Other
    $53,903
    Hours/week
    10 + 50 related

    Schedule J breakdown matched by us

    Base
    $305,110
    Bonus
    $0
    Other
    $3,560
    Deferred
    $18,417
    Nontaxable benefits
    $35,486
    Filer's total
    $362,573
  • Pahoua Y Hoffman

    SR VP GOV & COM RELATIONS

    Total calculated
    $533,054
    From this org
    $427,857
    From related orgs
    $0
    Other
    $105,197
    Hours/week
    49.5 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $298,112
    Bonus
    $123,833
    Other
    $5,912
    Deferred
    $62,902
    Nontaxable benefits
    $42,295
    Filer's total
    $533,054
  • Cara M Hull

    CHIEF QUALTY OFFICER

    Total calculated
    $660,219
    From this org
    $590,639
    From related orgs
    $0
    Other
    $69,580
    Hours/week
    0.5 + 59.5 related

    Schedule J breakdown matched by us

    Base
    $374,367
    Bonus
    $194,263
    Other
    $22,009
    Deferred
    $24,750
    Nontaxable benefits
    $44,830
    Filer's total
    $660,219
  • Kathy Johnson

    SVP & CFO

    Total calculated
    $489,468
    From this org
    $351,933
    From related orgs
    $0
    Other
    $137,535
    Hours/week
    1.65 + 53.35 related

    Schedule J breakdown matched by us

    Base
    $290,562
    Bonus
    $53,677
    Other
    $7,694
    Deferred
    $96,307
    Nontaxable benefits
    $41,228
    Filer's total
    $489,468
  • Virginia L Kakacek MD

    HEALTH PLAN CHIEF MED OFFICER

    Total calculated
    $594,232
    From this org
    $517,174
    From related orgs
    $0
    Other
    $77,058
    Hours/week
    44.5 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $370,856
    Bonus
    $111,419
    Other
    $34,899
    Deferred
    $33,231
    Nontaxable benefits
    $43,827
    Filer's total
    $594,232
  • Susan M Knudson

    EVP-CHIEF HEALTH ENGAGEMENT

    Total calculated
    $1,475,866
    From this org
    $1,087,224
    From related orgs
    $0
    Other
    $388,642
    Hours/week
    54.5 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $688,657
    Bonus
    $367,500
    Other
    $31,067
    Deferred
    $336,308
    Nontaxable benefits
    $52,334
    Filer's total
    $1,475,866
  • Joseph D Laceygotz

    VP HEALTH SOLUTIONS

    Total calculated
    $446,443
    From this org
    $324,726
    From related orgs
    $0
    Other
    $121,717
    Hours/week
    44.5 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $241,702
    Bonus
    $75,048
    Other
    $7,976
    Deferred
    $81,849
    Nontaxable benefits
    $39,868
    Filer's total
    $446,443
  • Paul Lehmann

    VP - PVT SEC HLTH SOLUTIONS

    Total calculated
    $419,783
    From this org
    $320,205
    From related orgs
    $0
    Other
    $99,578
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $208,300
    Bonus
    $105,888
    Other
    $6,017
    Deferred
    $59,344
    Nontaxable benefits
    $40,234
    Filer's total
    $419,783
  • Brandi L Lunneborg

    LAKEVIEW PRESIDENT

    Total calculated
    $811,412
    From this org
    $671,461
    From related orgs
    $0
    Other
    $139,951
    Hours/week
    0.5 + 59.5 related

    Schedule J breakdown matched by us

    Base
    $414,094
    Bonus
    $212,500
    Other
    $44,867
    Deferred
    $94,716
    Nontaxable benefits
    $45,235
    Filer's total
    $811,412
  • Vini T Manchanda

    VP - SUPPLY CHAIN SERVICES

    Total calculated
    $544,335
    From this org
    $439,861
    From related orgs
    $0
    Other
    $104,474
    Hours/week
    44 + 6 related

    Schedule J breakdown matched by us

    Base
    $312,239
    Bonus
    $116,725
    Other
    $10,897
    Deferred
    $61,976
    Nontaxable benefits
    $42,498
    Filer's total
    $544,335
  • Amy E Mahan

    VP HEALTH SOLUTIONS

    Total calculated
    $457,390
    From this org
    $389,040
    From related orgs
    $0
    Other
    $68,350
    Hours/week
    59.5 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $237,411
    Bonus
    $144,518
    Other
    $7,111
    Deferred
    $26,613
    Nontaxable benefits
    $41,737
    Filer's total
    $457,390
  • Mark M Matzke

    VP HEALTH SOLUTIONS

    Total calculated
    $449,089
    From this org
    $383,123
    From related orgs
    $0
    Other
    $65,966
    Hours/week
    0.5 + 44.5 related

    Schedule J breakdown matched by us

    Base
    $226,598
    Bonus
    $139,084
    Other
    $17,441
    Deferred
    $24,750
    Nontaxable benefits
    $41,216
    Filer's total
    $449,089
  • Nancy A McClure

    CHIEF OPERATING OFFICER

    Total calculated
    $1,706,689
    From this org
    $1,312,315
    From related orgs
    $0
    Other
    $394,374
    Hours/week
    49.5 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $696,338
    Bonus
    $376,706
    Other
    $239,271
    Deferred
    $338,584
    Nontaxable benefits
    $55,790
    Filer's total
    $1,706,689
  • Frank J Muller

    VP - TECHNOLOGY & INFRASTR

    Total calculated
    $541,452
    From this org
    $419,855
    From related orgs
    $0
    Other
    $121,597
    Hours/week
    39.84 + 8.16 related

    Schedule J breakdown matched by us

    Base
    $316,534
    Bonus
    $93,657
    Other
    $9,664
    Deferred
    $79,378
    Nontaxable benefits
    $42,219
    Filer's total
    $541,452
  • Jennifer L Myster

    VP - HP CARE GROUP

    Total calculated
    $798,093
    From this org
    $657,914
    From related orgs
    $0
    Other
    $140,179
    Hours/week
    49.5 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $473,822
    Bonus
    $146,111
    Other
    $37,981
    Deferred
    $94,631
    Nontaxable benefits
    $45,548
    Filer's total
    $798,093
  • Casey M Nolan

    VP HR-SYSTEMS

    Total calculated
    $421,618
    From this org
    $356,134
    From related orgs
    $0
    Other
    $65,484
    Hours/week
    59.5 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $256,447
    Bonus
    $92,850
    Other
    $6,837
    Deferred
    $24,750
    Nontaxable benefits
    $40,734
    Filer's total
    $421,618
  • Brian S O'Shields

    VP - ACTUARIAL AND UNDERWR

    Total calculated
    $830,368
    From this org
    $687,853
    From related orgs
    $0
    Other
    $142,515
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $418,214
    Bonus
    $215,378
    Other
    $54,261
    Deferred
    $96,191
    Nontaxable benefits
    $46,324
    Filer's total
    $830,368
  • Kevin J Palattao

    SVP DIGITAL CARE DELIVERY

    Total calculated
    $810,934
    From this org
    $590,936
    From related orgs
    $0
    Other
    $219,998
    Hours/week
    44.5 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $356,984
    Bonus
    $181,864
    Other
    $52,088
    Deferred
    $175,212
    Nontaxable benefits
    $44,786
    Filer's total
    $810,934
  • Nico P Pronk PhD

    VP & HEALTH SCIENCE OFFICE

    Total calculated
    $654,030
    From this org
    $512,743
    From related orgs
    $0
    Other
    $141,287
    Hours/week
    32 + 18 related

    Schedule J breakdown matched by us

    Base
    $380,678
    Bonus
    $114,843
    Other
    $17,222
    Deferred
    $97,538
    Nontaxable benefits
    $43,749
    Filer's total
    $654,030
  • Alita Risinger

    SVP, CFO-CARE DELIVERY

    Total calculated
    $686,286
    From this org
    $574,234
    From related orgs
    $0
    Other
    $112,052
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $452,971
    Bonus
    $40,000
    Other
    $81,263
    Deferred
    $72,026
    Nontaxable benefits
    $40,026
    Filer's total
    $686,286
  • Vince J Rivard

    VP - COMMUNICATIONS

    Total calculated
    $443,762
    From this org
    $342,961
    From related orgs
    $0
    Other
    $100,801
    Hours/week
    49.5 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $251,222
    Bonus
    $77,149
    Other
    $14,590
    Deferred
    $59,754
    Nontaxable benefits
    $41,047
    Filer's total
    $443,762
  • Scott M Robertson

    VP WEB & MOBILE

    Total calculated
    $539,812
    From this org
    $496,384
    From related orgs
    $0
    Other
    $43,428
    Hours/week
    54.5 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $375,983
    Bonus
    $108,702
    Other
    $11,699
    Deferred
    $24,750
    Nontaxable benefits
    $18,678
    Filer's total
    $539,812
  • Kevin R Ronneberg

    VP - ASSOCIATE MEDICAL DIR

    Total calculated
    $533,744
    From this org
    $466,460
    From related orgs
    $0
    Other
    $67,284
    Hours/week
    39.5 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $322,761
    Bonus
    $108,579
    Other
    $35,120
    Deferred
    $24,750
    Nontaxable benefits
    $42,534
    Filer's total
    $533,744
  • Mark R Sannes MD

    EXC MEDICAL DIRECTOR

    Total calculated
    $1,169,434
    From this org
    $0
    From related orgs
    $999,887
    Other
    $169,547
    Hours/week
    25 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $635,566 related
    Bonus
    $0 + $305,625 related
    Other
    $0 + $58,696 related
    Deferred
    $0 + $108,508 related
    Nontaxable benefits
    $0 + $61,039 related
    Filer's total
    $0 + $1,169,434 related
  • Katie B Sayre

    SVP HLTH PLAN OPS & GOV

    Total calculated
    $1,692,228
    From this org
    $1,416,587
    From related orgs
    $0
    Other
    $275,641
    Hours/week
    31.5 + 13.5 related

    Schedule J breakdown matched by us

    Base
    $433,685
    Bonus
    $216,429
    Other
    $766,473
    Deferred
    $218,746
    Nontaxable benefits
    $56,895
    Filer's total
    $1,692,228
  • Tobi Tanzer

    SVP CORPORATE INTEGRITY

    Total calculated
    $761,654
    From this org
    $551,678
    From related orgs
    $0
    Other
    $209,976
    Hours/week
    34.3 + 20.7 related

    Schedule J breakdown matched by us

    Base
    $356,470
    Bonus
    $179,375
    Other
    $15,833
    Deferred
    $165,766
    Nontaxable benefits
    $44,210
    Filer's total
    $761,654
  • Denise Waters Donna

    VP REVENUE CYCLE

    Total calculated
    $506,001
    From this org
    $439,138
    From related orgs
    $0
    Other
    $66,863
    Hours/week
    35 + 10 related

    Schedule J breakdown matched by us

    Base
    $354,105
    Bonus
    $77,500
    Other
    $7,533
    Deferred
    $24,750
    Nontaxable benefits
    $42,113
    Filer's total
    $506,001
  • Delinda H Washington

    SVP CPO

    Total calculated
    $1,288,955
    From this org
    $1,079,578
    From related orgs
    $0
    Other
    $209,377
    Hours/week
    39.3 + 20.7 related

    Schedule J breakdown matched by us

    Base
    $555,233
    Bonus
    $506,750
    Other
    $17,595
    Deferred
    $157,135
    Nontaxable benefits
    $52,242
    Filer's total
    $1,288,955
  • Wendy M Weeks

    VP CARE DELIVERY SYSTEMS

    Total calculated
    $435,714
    From this org
    $326,808
    From related orgs
    $0
    Other
    $108,906
    Hours/week
    44.5 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $242,543
    Bonus
    $74,999
    Other
    $9,266
    Deferred
    $68,615
    Nontaxable benefits
    $40,291
    Filer's total
    $435,714
  • Rebecca A Woody

    VP - HEALTH SOLUTIONS SALE

    Total calculated
    $460,307
    From this org
    $409,341
    From related orgs
    $0
    Other
    $50,966
    Hours/week
    44.5 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $255,223
    Bonus
    $141,533
    Other
    $12,585
    Deferred
    $24,750
    Nontaxable benefits
    $26,216
    Filer's total
    $460,307
  • Eric C Zilge

    VP CUSTOMER SERVICE

    Total calculated
    $401,426
    From this org
    $351,407
    From related orgs
    $0
    Other
    $50,019
    Hours/week
    30 + 20 related

    Schedule J breakdown matched by us

    Base
    $269,170
    Bonus
    $73,326
    Other
    $8,911
    Deferred
    $24,750
    Nontaxable benefits
    $25,269
    Filer's total
    $401,426
  • Pamela S Zoeller

    VP - SPECIALTY CARE & CLIN

    Total calculated
    $550,314
    From this org
    $481,363
    From related orgs
    $0
    Other
    $68,951
    Hours/week
    49.5 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $364,895
    Bonus
    $107,987
    Other
    $8,481
    Deferred
    $25,756
    Nontaxable benefits
    $43,195
    Filer's total
    $550,314
  • Dennis M Zuzek

    SVP & CTO

    Total calculated
    $778,081
    From this org
    $639,021
    From related orgs
    $0
    Other
    $139,060
    Hours/week
    39.5 + 10.5 related

    Schedule J breakdown matched by us

    Base
    $419,047
    Bonus
    $204,425
    Other
    $15,549
    Deferred
    $93,902
    Nontaxable benefits
    $45,158
    Filer's total
    $778,081
  • James W Eppel

    EXECUTIVE VP AND CAO

    Total calculated
    $1,092,724
    From this org
    $1,029,966
    From related orgs
    $0
    Other
    $62,758
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $275,166
    Bonus
    $546,716
    Other
    $208,084
    Deferred
    $24,750
    Nontaxable benefits
    $38,008
    Filer's total
    $1,092,724
  • Patrick T Courneya MD

    SR.VP, CHPMO

    Total calculated
    $571,235
    From this org
    $494,297
    From related orgs
    $0
    Other
    $76,938
    Hours/week
    10 + 45 related

    Schedule J breakdown matched by us

    Base
    $220,858
    Bonus
    $236,391
    Other
    $37,048
    Deferred
    $39,914
    Nontaxable benefits
    $37,024
    Filer's total
    $571,235
  • Frank P McQuillan

    VP -TREASURY

    Total calculated
    $423,845
    From this org
    $294,384
    From related orgs
    $0
    Other
    $129,461
    Hours/week
    4.6 + 45.4 related

    Schedule J breakdown matched by us

    Base
    $157,693
    Bonus
    $90,727
    Other
    $45,964
    Deferred
    $101,194
    Nontaxable benefits
    $28,267
    Filer's total
    $423,845
  • Steven C Housh

    VP ORTHOPEDIC SERVICES

    Total calculated
    $363,920
    From this org
    $317,969
    From related orgs
    $0
    Other
    $45,951
    Hours/week
    0.5 + 52.5 related

    Schedule J breakdown matched by us

    Base
    $195,879
    Bonus
    $111,847
    Other
    $10,243
    Deferred
    $17,247
    Nontaxable benefits
    $28,704
    Filer's total
    $363,920
  • Gina T Hall

    VP - IT OPERATIONS (JAN)

    Total calculated
    $134,202
    From this org
    $95,096
    From related orgs
    $0
    Other
    $39,106
    Hours/week
    0 + 0.5 related
  • Timothy J Kroshus MD

    PHYSICIAN, SURGERY

    Total calculated
    $1,848,253
    From this org
    $1,761,204
    From related orgs
    $0
    Other
    $87,049
    Hours/week
    70

    Schedule J breakdown matched by us

    Base
    $821,482
    Bonus
    $0
    Other
    $939,722
    Deferred
    $24,750
    Nontaxable benefits
    $62,299
    Filer's total
    $1,848,253
  • Matthew M Kang MD

    PHYSICIAN, NEUROSURGERY

    Total calculated
    $1,732,447
    From this org
    $1,651,402
    From related orgs
    $0
    Other
    $81,045
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $1,335,132
    Bonus
    $0
    Other
    $316,270
    Deferred
    $24,750
    Nontaxable benefits
    $56,295
    Filer's total
    $1,732,447
  • Troy J Boffeli MD

    CHAIR, DEPARTMENT

    Total calculated
    $1,536,083
    From this org
    $1,390,318
    From related orgs
    $0
    Other
    $145,765
    Hours/week
    80

    Schedule J breakdown matched by us

    Base
    $1,038,674
    Bonus
    $14,000
    Other
    $337,644
    Deferred
    $88,844
    Nontaxable benefits
    $56,921
    Filer's total
    $1,536,083
  • Chad M Myeroff MD

    PHYSICIAN, ORTHOPEDICS

    Total calculated
    $1,918,165
    From this org
    $1,832,331
    From related orgs
    $0
    Other
    $85,834
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $882,867
    Bonus
    $0
    Other
    $949,464
    Deferred
    $24,750
    Nontaxable benefits
    $61,084
    Filer's total
    $1,918,165
  • Ahmad S Abdulkarim

    PHYSICIAN, GASTEROENTEROLOGY

    Total calculated
    $1,486,429
    From this org
    $1,361,382
    From related orgs
    $0
    Other
    $125,047
    Hours/week
    65

    Schedule J breakdown matched by us

    Base
    $711,667
    Bonus
    $19,000
    Other
    $630,715
    Deferred
    $68,545
    Nontaxable benefits
    $56,502
    Filer's total
    $1,486,429
  • Brian H Rank MD

    FORMER MEDICAL DIRECTOR

    Total calculated
    $342,049
    From this org
    $259,817
    From related orgs
    $0
    Other
    $82,232
    Hours/week
    0 + 35 related

    Schedule J breakdown matched by us

    Base
    $140,281
    Bonus
    $0
    Other
    $119,536
    Deferred
    $60,073
    Nontaxable benefits
    $22,159
    Filer's total
    $342,049
  • Heidi G Conrad

    FORMER VP & CFO

    Total calculated
    $226,148
    From this org
    $179,908
    From related orgs
    $0
    Other
    $46,240
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $179,908
    Other
    $0
    Deferred
    $33,699
    Nontaxable benefits
    $12,541
    Filer's total
    $226,148
  • Felix K Ankel MD

    FORMER EXEC. DIRECTOR

    Total calculated
    $406,378
    From this org
    $284,643
    From related orgs
    $0
    Other
    $121,735
    Hours/week
    0 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $247,428
    Bonus
    $0
    Other
    $37,215
    Deferred
    $83,590
    Nontaxable benefits
    $38,145
    Filer's total
    $406,378

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

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings

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

The filer's explanations (Part III)

PART I, LINE 4B
DEFERRED COMPENSATION IN COLUMN C OF SCHEDULE J, PART II INCLUDES AMOUNTS FROM A NONQUALIFIED 457(F) PLAN FOR THE FOLLOWING DIRECTORS AND OFFICERS: RANDALL M. BILLINGS $ 44,110 PENNY D. CERMAK $ 125,285 STEVEN M. CONNELLY, MD $83,195 NANCY L. EVERT $ 54,148 DAVID S. GESKO $ 34,421 MARK E. HANSBERRY $ 49,962 PAHOUA Y. HOFFMAN $30,366 SUSAN M. KNUDSON $ 73,838 NANCY A. MCCLURE $ 54,316 JENNIFER L. MYSTER $ 45,684 BRANDI L. LUNNEBORG $23,225 BRIAN S. O'SHIELDS $ 46,437 KEVIN J. PALATTAO $ 16,789 MARK R. SANNES $78,228 KATHERINE B. SAYRE $ 24,237 TOBI TANZER $ 38,806 ANDREA M. WALSH $ 314,063 DELINDA H. WASHINGTON $ 75,858 DENNIS M. ZUZEK $ 45,332 ALITA R. RISINGER $ 34,771 KATHY JOHNSON $24,011 VIRGINIA L. KAKACEK $8,481 JENNIFER DANIELSON $42,481
PART I, LINE 6
OFFICERS AND HIGHEST COMPENSATED EMPLOYEES MAY RECEIVE COMPENSATION BASED ON THE LEADER INCENTIVE PROGRAM (PROGRAM) OF GROUP HEALTH PLAN INC OR PARK NICOLLET HEALTH SERVICES. THE PROGRAM INCENTS AND REWARDS BUSINESS LEADERS WHO HELP THE ORGANIZATION ACHIEVE STATED BUSINESS AND/OR HEALTH IMPROVEMENT GOALS FOR A SPECIFIC FISCAL YEAR. THE PROGRAM IS A KEY ELEMENT OF THE PARTICIPANT'S TOTAL COMPENSATION PACKAGE. THE PROGRAM REWARDS ARE BASED ON POSITION IN THE ORGANIZATION (E.G. SENIOR VICE PRESIDENT, VICE PRESIDENT, DIRECTOR, MANAGER, OTHER SPECIFICALLY IDENTIFIED LEADERS) AND THE ACHIEVEMENT OF BUSINESS AND HEALTH IMPROVEMENT GOALS ESTABLISHED IN A VARIETY OF AREAS. GOALS WILL BE RELATED TO THE ORGANIZATION'S STRATEGIC PLAN AND WILL BE BALANCED. THESE AREAS MAY INCLUDE, BUT ARE NOT LIMITED TO, PATIENT SATISFACTION, EMPLOYEE SATISFACTION, WORK ENVIRONMENT, HEALTH EQUITY, HEALTHCARE AFFORDABILITY MEASURES, HEALTH CARE PLAN AND DELIVERY MARKET SHARE, STRATEGIC CAPABILITIES, HOSPITAL AND CLINIC QUALITY MEASURES, FINANCIAL PERFORMANCE (OPERATING INCOME), ETC., AND WILL BE DEFINED ANNUALLY FOR EACH YEAR'S PROGRAM. AN OPERATING INCOME THRESHOLD MUST BE MET FOR ANY PAYMENT TO BE MADE FROM THE PROGRAM AND THERE IS A CAP ON THE MAXIMUM INCENTIVE POTENTIALLY AVAILABLE TO EACH PARTICIPANT.
SCHEDULE J, PART II - PRIOR REPORTED COMPENSATION
COLUMN (F) INCLUDES AMOUNTS PAID TO PARTICIPANTS IN THE CURRENT YEAR, WHICH WERE PREVIOUSLY REPORTED IN COLUMN (C) OF PRIOR YEARS' 990'S, AS RETIREMENT AND DEFERRED COMPENSATION, FOR THE FOLLOWING DIRECTORS, OFFICERS, AND FORMER OFFICERS: STEVEN M. CONNELLY, MD $ 69,659 JAMES W. EPPEL $ 172,769 NANCY L. EVERT $ 36,575 DAVID S. GESKO, DDS $ 18,580 MARK E. HANSBERRY $ 32,767 BRANDI LUNNEBORG $ 2,556 NANCY A. MCCLURE $ 171,043 JENNIFER L. MYSTER $ 16,047 BRIAN S. O'SHIELDS $ 33,624 KEVIN J. PALATTAO $ 13,341 MARK R. SANNES, MD $ 41,983 KATIE B. SAYRE $ 727,257 ANDREA M. WALSH $ 117,009 ANY ANALYSIS OF EARNINGS FOR THE CURRENT YEAR, FOR THESE PARTICIPANTS OF THE PLAN, SHOULD EXCLUDE THE AMOUNT IN COLUMN F AS PART OF THE ANALYSIS SINCE THOSE EARNINGS WERE ALREADY REPORTED IN COLUMN (C) OF PREVIOUS YEARS' 990'S.

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

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 corporations and trusts

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

  • HEALTHPARTNERS ADMINISTRATORS INC

    C · THIRD PARTY ADMINISTRATOR · MN

    Directly controlled by HEALTHPARTNERS INC

  • HEALTHPARTNERS ASSOCIATES INC

    C · MEDICAL CLINIC STAFFING AND ASSET MANAGEMENT · MN

    Directly controlled by HEALTHPARTNERS ADMINISTRATORS INC

  • HEALTHPARTNERS SERVICES INC

    C · MEDICAL CLINIC STAFFING AND ASSET MANAGEMENT · MN

    Directly controlled by HEALTHPARTNERS ADMINISTRATORS INC

  • HEALTHPARTNERS INSURANCE COMPANY

    C · MEDICAL AND DENTAL INSURANCE · MN

    Directly controlled by HEALTHPARTNERS ADMINISTRATORS INC

  • DENTAL SPECIALTIES INC

    C · PROFESSIONAL DENTAL SERVICES · MN

    Directly controlled by HEALTHPARTNERS ADMINISTRATORS INC

Provenance

Return type
form_990
Tax year
2023
Filed
12 November 2024
IRS schema version
2023v5.1
Source object
202423179349307802

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

The source document this was parsed from is served over the API, which is where bulk and document access live.