Form 990 for tax year 2023
Filed by HEALTH FIRST ADMINISTRATIVE PLANS INC.
Totals
- Total revenue
- $120,428,204
- Total expenses
- $119,208,544
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $119,384,262
- Investment income
- $260,735
- Other revenue
- $783,207
- Total assets, end of year
- $24,421,645
- Total liabilities, end of year
- $19,686,292
- Net assets or fund balances, end of year
- $4,735,353
- Program services expenses (Part IX)
- $97,751,485
- Management and general expenses
- $21,457,059
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $97,751,485
Program services were 82.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
BRETT A ESROCK
EXEC VP CFO/COO TREASURER END 7/15/2024
- Total calculated
- $1,008,497
- From this org
- $0
- From related orgs
- $980,450
- Other
- $28,047
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $887,244 related
- Bonus
- $0 + $84,169 related
- Other
- $0 + $9,037 related
- Deferred
- $0 + $9,000 related
- Nontaxable benefits
- $0 + $19,047 related
- Filer's total
- $0 + $1,008,497 related
-
FRANK S LETHERBY
SR. VP COMMUNITY HS/DIRECTOR END 8/8/2024
- Total calculated
- $794,306
- From this org
- $0
- From related orgs
- $764,659
- Other
- $29,647
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $689,396 related
- Bonus
- $0 + $65,269 related
- Other
- $0 + $9,994 related
- Deferred
- $0 + $9,000 related
- Nontaxable benefits
- $0 + $20,647 related
- Filer's total
- $0 + $794,306 related
-
MATTHEW F GERRELL
SR VP CEO HEALTH PLANS
- Total calculated
- $779,177
- From this org
- $0
- From related orgs
- $747,521
- Other
- $31,656
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $582,403 related
- Bonus
- $0 + $55,049 related
- Other
- $0 + $110,069 related
- Deferred
- $0 + $8,672 related
- Nontaxable benefits
- $0 + $22,984 related
- Filer's total
- $0 + $779,177 related
-
ALAN L PRESTWOOD
DIRECTOR
- Total calculated
- $151,760
- From this org
- $0
- From related orgs
- $151,760
- Other
- $0
- Hours/week
- 1 + 2 related
Schedule J breakdown matched by us
- Base
- $0 + $151,760 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $151,760 related
-
DALE A DETTMER ESQ
DIRECTOR
- Total calculated
- $14,956
- From this org
- $0
- From related orgs
- $14,956
- Other
- $0
- Hours/week
- 1 + 2 related
-
KIM K PATRICK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 8 related
-
NICHOLAS W ROMANELLO ESQ
SECRETARY
- Total calculated
- $848,197
- From this org
- $0
- From related orgs
- $817,230
- Other
- $30,967
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $606,524 related
- Bonus
- $0 + $57,551 related
- Other
- $0 + $153,155 related
- Deferred
- $0 + $9,000 related
- Nontaxable benefits
- $0 + $21,967 related
- Filer's total
- $0 + $848,197 related
-
TAYLOR K SMITH
INTERIM CEO HFI END 8/05/2024
- Total calculated
- $516,274
- From this org
- $0
- From related orgs
- $516,274
- Other
- $0
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $516,274 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $516,274 related
-
TERRY L FORDE
PRESIDENT/CEO BEG. 8/5/2024
- Total calculated
- $0
- Hours/week
- 1 + 39 related
-
KRISTEN M PULIO
EXECUTIVE VP FCO BEG. 9/23/2024
- Total calculated
- $0
- Hours/week
- 1 + 39 related
-
JAMIE R FORREST
VP COO HFHP
- Total calculated
- $433,277
- From this org
- $0
- From related orgs
- $404,001
- Other
- $29,276
- Hours/week
- 6 + 34 related
Schedule J breakdown matched by us
- Base
- $0 + $374,755 related
- Bonus
- $0 + $28,106 related
- Other
- $0 + $1,140 related
- Deferred
- $0 + $9,000 related
- Nontaxable benefits
- $0 + $20,276 related
- Filer's total
- $0 + $433,277 related
-
JOSHUA P PULVER
VP CFO HFHP
- Total calculated
- $412,650
- From this org
- $0
- From related orgs
- $384,072
- Other
- $28,578
- Hours/week
- 6 + 34 related
Schedule J breakdown matched by us
- Base
- $0 + $360,260 related
- Bonus
- $0 + $22,103 related
- Other
- $0 + $1,709 related
- Deferred
- $0 + $9,000 related
- Nontaxable benefits
- $0 + $19,578 related
- Filer's total
- $0 + $412,650 related
-
JASON W ALFORD
HFHP VP OF SALES AND BUS.
- Total calculated
- $348,952
- From this org
- $0
- From related orgs
- $320,956
- Other
- $27,996
- Hours/week
- 6 + 34 related
Schedule J breakdown matched by us
- Base
- $0 + $301,267 related
- Bonus
- $0 + $17,009 related
- Other
- $0 + $2,680 related
- Deferred
- $0 + $6,029 related
- Nontaxable benefits
- $0 + $21,967 related
- Filer's total
- $0 + $348,952 related
-
KHADIDJA KORAIBAA
MEDICAL DIRECTOR
- Total calculated
- $328,050
- From this org
- $0
- From related orgs
- $298,992
- Other
- $29,058
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $290,682 related
- Bonus
- $0 + $7,500 related
- Other
- $0 + $810 related
- Deferred
- $0 + $5,897 related
- Nontaxable benefits
- $0 + $23,161 related
- Filer's total
- $0 + $328,050 related
-
MARY K VANZANTE FLEMING
VP PROVIDER OPS AND ENGAGE
- Total calculated
- $303,189
- From this org
- $0
- From related orgs
- $274,801
- Other
- $28,388
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $256,243 related
- Bonus
- $0 + $15,936 related
- Other
- $0 + $2,622 related
- Deferred
- $0 + $8,678 related
- Nontaxable benefits
- $0 + $19,710 related
- Filer's total
- $0 + $303,189 related
-
KAMELA C SOOKNANAN
VP POPULATION HEALTH HFHP
- Total calculated
- $284,934
- From this org
- $0
- From related orgs
- $263,177
- Other
- $21,757
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $245,606 related
- Bonus
- $0 + $15,299 related
- Other
- $0 + $2,272 related
- Deferred
- $0 + $8,331 related
- Nontaxable benefits
- $0 + $13,426 related
- Filer's total
- $0 + $284,934 related
-
ALISON N ALULI-IMBERMAN
VP OPERATIONS HFHP
- Total calculated
- $257,317
- From this org
- $0
- From related orgs
- $232,274
- Other
- $25,043
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $216,494 related
- Bonus
- $0 + $13,519 related
- Other
- $0 + $2,261 related
- Deferred
- $0 + $5,890 related
- Nontaxable benefits
- $0 + $19,153 related
- Filer's total
- $0 + $257,317 related
-
EUGENE M TERKOSKI
DIR. PHARMACY CARE AND SERVICES
- Total calculated
- $237,860
- From this org
- $0
- From related orgs
- $211,405
- Other
- $26,455
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $205,449 related
- Bonus
- $0 + $5,200 related
- Other
- $0 + $756 related
- Deferred
- $0 + $6,831 related
- Nontaxable benefits
- $0 + $19,624 related
- Filer's total
- $0 + $237,860 related
-
STEVEN P JOHNSON
FORMER CHAIR/PRESIDENT/CEO HFI
- Total calculated
- $1,724,795
- From this org
- $0
- From related orgs
- $1,703,863
- Other
- $20,932
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0 + $401,576 related
- Bonus
- $0
- Other
- $0 + $1,302,287 related
- Deferred
- $0 + $4,874 related
- Nontaxable benefits
- $0 + $16,058 related
- Filer's total
- $0 + $1,724,795 related
-
DREW A RECTOR
FORMER EVP CSO/VC
- Total calculated
- $1,223,538
- From this org
- $0
- From related orgs
- $1,195,781
- Other
- $27,757
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0 + $309,307 related
- Bonus
- $0
- Other
- $0 + $886,474 related
- Deferred
- $0 + $3,845 related
- Nontaxable benefits
- $0 + $23,912 related
- Filer's total
- $0 + $1,223,538 related
-
MICHAEL A SCIALDONE
FORMER EVP/CFO HFI/SEC/TREA
- Total calculated
- $819,729
- From this org
- $0
- From related orgs
- $799,466
- Other
- $20,263
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0 + $52,705 related
- Bonus
- $0
- Other
- $0 + $746,761 related
- Deferred
- $0
- Nontaxable benefits
- $0 + $20,263 related
- Filer's total
- $0 + $819,729 related
-
ROBERT K HENRY
FORMER DIRECTOR
- Total calculated
- $61,634
- From this org
- $0
- From related orgs
- $61,634
- Other
- $0
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0 + $61,634 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $61,634 related
-
MICHIRU SHIBATA
FORMER CONSULTING ACTUARY
- Total calculated
- $199,365
- From this org
- $0
- From related orgs
- $187,849
- Other
- $11,516
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0 + $183,509 related
- Bonus
- $0
- Other
- $0 + $4,340 related
- Deferred
- $0 + $5,837 related
- Nontaxable benefits
- $0 + $5,679 related
- Filer's total
- $0 + $199,365 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, 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
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
Answered no
- 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 4A:
- THE FOLLOWING SEVERANCE PAYMENTS ARE INCLUDED IN TAXABLE COMPENSATION REPORTED ON 2023 FORM W-2: STEVEN P. JOHNSON $1,289,669 DREW A. RECTOR $556,521 MICHAEL A. SCIALDONE $745,064
- PART I, LINE 3:
- COMPENSATION IS PAID BY HEALTH FIRST SHARED SERVICES, INC. EIN: 59-3336894 AND REIMBURSED BY HEALTH FIRST ADMINISTRATIVE PLANS, INC. SALARY AND BENEFIT EXPENSES DISCLOSED IN PART IX ARE ALLOCATED TO THIS ENTITY. THE FILING ORGANIZATION RELIED ON HEALTH FIRST SHARED SERVICES, INC. FOR ESTABLISHING THE TOP MANAGEMENT OFFICIAL'S COMPENSATION. SEE CORE 990, PART VI, SECTION B, LINE 15 ON SCHEDULE O FOR FURTHER INFORMATION REGARDING THE PROCESS UTILIZED.
- PART I, LINE 4B:
- THE FOLLOWING INDIVIDUALS PARTICIPATE IN CAP-EX (A SPLIT DOLLAR LIFE INSURANCE AGREEMENT IN PLACE OF A TRADITIONAL SERP) AND HAVE ESTABLISHED A PREMIUM DEPOSIT ACCOUNT. THE ACCOUNT IS CONNECTED TO THE INSURANCE POLICY AND WILL BE USED TO PAY FUTRE PREMIUMS ON THE POLICY. THE INDIVIDUALS ARE TAXED ON ANY EARNINGS GENERATED BY THIS ACCOUNT. DURING THE TAX YEAR, THE FOLLOWING INDIVIDUALS RECEIVED TAX WITHDRAWAL AMOUNTS TO COVER THEIR TAX LIABILITY. SEE HEALTH FIRST SHARED SERVICES, INC. (EIN: 59-3336894) FORM 990, AND RELATED SCHEDULES FOR FURTHER DETAILS ON THE PROGRAM. STEVEN P. JOHNSON $0 BRETT A. ESROCK $3,092 FRANK S. LETHERBY $6,645 MICHAEL A. SCIALDONE $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.
-
501(C)(3) · HOSPITAL · FL · controlled entity
Directly controlled by HEALTH FIRST SHARED SERVICES INC
-
501(C)(3) · FUNDRAISING · FL · controlled entity
Directly controlled by HEALTH FIRST SHARED SERVICES INC
-
HEALTH FIRST SHARED SERVICES INC
501(C)(3) · SHARED SERVICES · FL
Directly controlled by HEALTH FIRST INC
-
501(C)(3) · SUPPORT ORG · FL
-
HOLMES REGIONAL MEDICAL CENTER INC
501(C)(3) · HOSPITAL · FL · controlled entity
Directly controlled by HEALTH FIRST SHARED SERVICES INC
-
501(C)(3) · HEALTHCARE · FL · controlled entity
Directly controlled by HEALTH FIRST SHARED SERVICES INC
-
501(C)(3) · HOSPITAL · FL · controlled entity
Directly controlled by HEALTH FIRST SHARED SERVICES INC
-
HEALTH FIRST COMMERCIAL PLANS INC
501(C)(4) · HEALTHCARE · FL · controlled entity
Directly controlled by HEALTH FIRST SHARED SERVICES INC
-
501(C)(4) · HEALTHCARE · FL · controlled entity
Directly controlled by HEALTH FIRST SHARED SERVICES INC
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.
-
RELATED · HEALTHCARE · FL
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
C · REAL ESTATE · FL · controlled entity
-
DOCTOR'S SURGICAL PARTNERSHIP LLC
C · HEALTH CARE · FL · controlled entity
-
C · HOLDING CORP. · FL · controlled entity
-
HEALTH FIRST MEDICAL MANAGEMENT INC
C · HEALTH CARE · FL · controlled entity
-
HEALTH FIRST PHYSICIAN SPECIALTIES
C · HEALTH CARE · FL · controlled entity
-
C · HEALTH CARE · FL · controlled entity
-
HOLMES REGIONAL ENTERPRISES INC
C · REAL ESTATE · FL · controlled entity
-
C · HEALTH CARE · FL · controlled entity
-
C · SELF-INSURANCE · CJ · controlled entity
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 14 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202521349349305882
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