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Nonprofiteer
← BOSTON MEDICAL CENTER HEALTH PLAN INC

Form 990 for tax year 2024

Filed by BOSTON MEDICAL CENTER HEALTH PLAN INC.

Totals

Total revenue
$5,805,074,727
Total expenses
$5,797,847,225
Contributions and grants received
$0
Grants paid
$0
Program services expenses (Part IX)
$5,782,032,130
Management and general expenses
$15,815,095
Fundraising expenses
$0
Program service expenses (Part III)
$5,782,032,130

Program services were 99.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • HEATHER THILTGEN

    TRUSTEE/PRESIDENT

    Total calculated
    $1,091,260
    From this org
    $1,016,527
    From related orgs
    $0
    Other
    $74,733
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $720,004
    Bonus
    $149,730
    Other
    $146,793
    Deferred
    $33,006
    Nontaxable benefits
    $41,727
    Filer's total
    $1,091,260

  • ALASTAIR BELL MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • JAMES BLUE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • AMANDA EISEL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SUSAN LEVINE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JAMES MACPHEE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • PAUL MENDIS MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • NEELA MONTGOMERY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JEFFREY SCHWARTZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • SUKANYA SODERLAND

    TRUSTEE (AS OF 7/15/25)

    Total calculated
    $0
    Hours/week
    1

  • ROBERT SWEET

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MARK TABER

    CHAIR/TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • TARSHA WEAVER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DARREN BENNETT SENIOR VP

    TREASURER/CFO

    Total calculated
    $475,088
    From this org
    $449,188
    From related orgs
    $0
    Other
    $25,900
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $391,975
    Bonus
    $57,213
    Other
    $0
    Deferred
    $23,522
    Nontaxable benefits
    $2,378
    Filer's total
    $475,088

  • SERINA BARKLEY

    CHIEF LEGAL OFFICER/CLERK

    Total calculated
    $493,735
    From this org
    $444,472
    From related orgs
    $0
    Other
    $49,263
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $374,722
    Bonus
    $69,750
    Other
    $0
    Deferred
    $8,360
    Nontaxable benefits
    $40,903
    Filer's total
    $493,735

  • DIANA CRUZ

    CHIEF OPERATING OFFICER

    Total calculated
    $686,992
    From this org
    $612,259
    From related orgs
    $0
    Other
    $74,733
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $486,649
    Bonus
    $88,350
    Other
    $37,260
    Deferred
    $33,006
    Nontaxable benefits
    $41,727
    Filer's total
    $686,992

  • RAJESH NAIR

    CHIEF INFO OFFICER

    Total calculated
    $590,132
    From this org
    $542,530
    From related orgs
    $0
    Other
    $47,602
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $458,830
    Bonus
    $83,700
    Other
    $0
    Deferred
    $5,971
    Nontaxable benefits
    $41,631
    Filer's total
    $590,132

  • HOWARD LU

    CHIEF MEDICAL OFFICER (THRU 8/1/24)

    Total calculated
    $512,670
    From this org
    $495,757
    From related orgs
    $0
    Other
    $16,913
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $371,911
    Bonus
    $0
    Other
    $123,846
    Deferred
    $7,165
    Nontaxable benefits
    $9,748
    Filer's total
    $512,670

  • DAVID MUZINA

    CHIEF MEDICAL OFFICER (AS OF 7/1/24)

    Total calculated
    $599,852
    From this org
    $598,769
    From related orgs
    $0
    Other
    $1,083
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $231,269
    Bonus
    $367,500
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $1,083
    Filer's total
    $599,852

  • JILL BORRELLI

    CHIEF BH AND QUALITY OFFICER

    Total calculated
    $597,472
    From this org
    $595,590
    From related orgs
    $0
    Other
    $1,882
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $396,423
    Bonus
    $199,167
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $1,882
    Filer's total
    $597,472

  • TRISHA BENNETT THRU 1224

    VP, STRATEGIC IMPLEMENTATIONS

    Total calculated
    $405,700
    From this org
    $390,742
    From related orgs
    $0
    Other
    $14,958
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $263,614
    Bonus
    $20,600
    Other
    $106,528
    Deferred
    $1,783
    Nontaxable benefits
    $13,175
    Filer's total
    $405,700

  • PAUL WINGLE

    CHIEF PRODUCT AND SALES OFFICER

    Total calculated
    $554,224
    From this org
    $503,341
    From related orgs
    $0
    Other
    $50,883
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $425,221
    Bonus
    $78,120
    Other
    $0
    Deferred
    $9,156
    Nontaxable benefits
    $41,727
    Filer's total
    $554,224

  • JENNIFER CARBONE

    SVP, SERVICE & OPERATIONS

    Total calculated
    $431,872
    From this org
    $379,336
    From related orgs
    $0
    Other
    $52,536
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $345,576
    Bonus
    $33,760
    Other
    $0
    Deferred
    $14,283
    Nontaxable benefits
    $38,253
    Filer's total
    $431,872

  • WILLIAM KEOUGH

    SENIOR MEDICAL DIRECTOR

    Total calculated
    $375,928
    From this org
    $352,473
    From related orgs
    $0
    Other
    $23,455
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $326,000
    Bonus
    $26,473
    Other
    $0
    Deferred
    $9,954
    Nontaxable benefits
    $13,501
    Filer's total
    $375,928

  • JAMES COLLINS

    FORMER TREASURER/CFO

    Total calculated
    $439,319
    From this org
    $389,213
    From related orgs
    $0
    Other
    $50,106
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $345,569
    Bonus
    $0
    Other
    $43,644
    Deferred
    $8,862
    Nontaxable benefits
    $41,244
    Filer's total
    $439,319

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

  • 1a · Housing allowance or residence for personal use
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 6a · Pay contingent on this organization's net earnings
  • 7 · Other non-fixed payments

Answered no

  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 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
WELLSENSE PROVIDED PRESIDENT THILTGEN WITH A TRAVEL/LODGING ALLOWANCE OF $60,000 WHICH IS REPORTED AS TAXABLE COMPENSATION ON SCHEDULE J, PART II, COLUMN (B)(III). WELLSENSE ALSO PAID $37,217 OF MOVING EXPENSES FOR PRESIDENT THILTGEN. THE COST IS REPORTED ON SCHEDULE J, PART II, COLUMN (B)(III) AS WELL.
PART I, LINE 1B
THE PRESIDENT OF WELLSENSE RECEIVES A HOUSING STIPEND TO ALLOW FOR TRAVEL AND HOUSING AS IT RELATES TO LOCAL MEETINGS WITH SYSTEM AND PLAN PERSONNEL. THIS PLAN WAS DEVELOPED AND APPROVED BY SYSTEM SENIOR LEADERS. THE STIPEND IS TREATED AS TAXABLE COMPENSATION.
PART I, LINES 4A-B
LINE 4A THE AMOUNT OF SEVERANCE COMPENSATION PAID TO HOWARD LU, M.D. WAS $123,846 WHICH IS REPORTED ON SCHEDULE J, PART II, COLUMN B(III). THE AMOUNT OF SEVERANCE COMPENSATION PAID TO TRISHA BENNETT WAS $106,528 WHICH IS REPORTED ON SCHEDULE J, PART II, COLUMN B(III). LINE 4B WELLSENSE PROVIDES A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN TO CERTAIN SUPPLEMENTAL EXECUTIVES. AMOUNTS ARE CREDITED TO PARTICIPANTS' ACCOUNTS EACH YEAR. PLAN AMOUNTS ARE SUBJECT TO FORFEITURE AND PAYMENT ONLY IF CERTAIN CONDITIONS ARE MET, AS OUTLINED IN WELLSENSE'S AGREEMENT.
PART I, LINE 6
WELLSENSE PAID COMPENSATION CONTINGENT OF THE NET EARNINGS OF THE ORGANIZATION BASED ON THE ACHIEVEMENT OF VARIOUS GOALS. THESE COMPENSATION AMOUNTS ARE REFLECTED IN SCHEDULE J, PART II, COLUMN B(II).
PART I, LINE 7
DURING CALENDAR YEAR 2024, WELLSENSE PAID SIGN-ON BONUSES, RETENTION BONUSES, AND OTHER BONUSES TO SOME EMPLOYEES LISTED WHERE DISCRETION WAS EXERCISED BY MANAGEMENT.
SCHEDULE J, PART II:
SERINA BARKLEY, CHIEF LEGAL OFFICER AND CLERK OF WELLSENSE, WAS COMPENSATED BY BOSTON MEDICAL CENTER CORPORATION, AN UNRELATED ORGANIZATION, FOR SERVICES PROVIDED TO WELLSENSE. 100% OF SERINA BARKLEY'S TIME AND COMPENSATION WAS RELATED TO THE SERVICES PROVIDED TO WELLSENSE. SERINA BARKLEY'S TOTAL REPORTABLE COMPENSATION, RETIREMENT/DEFERRED COMPENSATION, AND NONTAXABLE BENEFITS FOR 2024 WAS $444,472, $8,360, AND $40,903, RESPECTIVELY.

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
IRS schema version
2024v5.5
Source object
202642269349300349

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