Skip to content
Nonprofiteer
← HEALTH PARTNERS PLANS INC

Form 990 for tax year 2022

Filed by HEALTH PARTNERS PLANS INC.

Totals

Total revenue
$2,146,673,179
Total expenses
$2,106,966,742
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$2,139,236,700
Investment income
$7,436,479
Other revenue
$0
Total assets, end of year
$782,878,996
Total liabilities, end of year
$521,696,123
Net assets or fund balances, end of year
$261,182,873
Program services expenses (Part IX)
$1,683,570,108
Management and general expenses
$423,396,634
Fundraising expenses
$0
Program service expenses (Part III)
$1,683,570,108

Program services were 79.9% 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.

  • 2a · Program service revenue: MEDICAID

    total $1,631,951,484 · related or exempt $1,631,951,484

  • 2b · Program service revenue: MEDICAID & CHIP PREMIUM NON-RISK

    total $255,204,571 · related or exempt $255,204,571

  • 2c · Program service revenue: MEDICARE

    total $238,858,819 · related or exempt $238,858,819

  • 2d · Program service revenue: CHIP

    total $13,221,826 · related or exempt $13,221,826

  • 3 · Investment income

    total $8,283,474 · excluded $8,283,474

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

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

    securities $841,021 · other assets $5,974

  • 7c · Gain or loss

    securities -$841,021 · other assets -$5,974

  • 7d · Net gain or loss

    total -$846,995 · excluded -$846,995

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $4,189,882 · management and general $4,189,882

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $77,775,262 · management and general $77,775,262

  • 8 · Pension plan contributions

    total $4,689,671 · management and general $4,689,671

  • 9 · Other employee benefits

    total $7,252,081 · management and general $7,252,081

  • 10 · Payroll taxes

    total $5,975,385 · management and general $5,975,385

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $127,519 · management and general $127,519

  • 11c · Fees: accounting

    total $621,781 · management and general $621,781

  • 11d · Fees: lobbying

    total $150,777 · management and general $150,777

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $308,093 · management and general $308,093

  • 11g · Fees: other

    total $22,742,013 · management and general $22,742,013

  • 12 · Advertising and promotion

    total $5,037,935 · management and general $5,037,935

  • 13 · Office expenses

    total $4,342,524 · management and general $4,342,524

  • 14 · Information technology

    total $10,303,047 · management and general $10,303,047

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $6,109,848 · management and general $6,109,848

  • 17 · Travel

    total $148,672 · management and general $148,672

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $56,904 · management and general $56,904

  • 20 · Interest

    total $884,615 · management and general $884,615

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $6,443,046 · management and general $6,443,046

  • 23 · Insurance

    total $1,598,744 · management and general $1,598,744

  • 24a · Other expenses: MEDICAL SERVICES

    total $1,683,570,108 · program services $1,683,570,108

  • 24b · Other expenses: DHS ASSESSMENT

    total $255,204,572 · management and general $255,204,572

  • 24c · Other expenses: REINSURANCE PREMIUMS

    total $4,790,860 · management and general $4,790,860

  • 24d · Other expenses: MEDICARE SELLING EXPENSE

    total $2,101,960 · management and general $2,101,960

  • 24e · All other expenses

    total $2,541,443 · management and general $2,541,443

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,981 · end of year $3,981

  • 2 · Savings and temporary cash investments

    beginning of year $279,140,651 · end of year $389,068,211

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $191,170,918 · end of year $192,256,113

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $6,434,773 · end of year $5,973,651

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

    $98,376,997

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

    $66,596,927

  • 10c · Land, buildings and equipment, net

    beginning of year $33,549,406 · end of year $31,780,070

  • 11 · Investments: publicly traded securities

    beginning of year $141,353,230 · end of year $128,885,537

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $107,923 · end of year $34,911,433

  • 17 · Accounts payable and accrued expenses

    beginning of year $330,110,669 · end of year $422,804,864

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $85,373,528 · end of year $98,891,259

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $14,591,883 · end of year $14,591,883

  • 31 · Retained earnings, endowment or other funds

    beginning of year $221,684,802 · end of year $246,590,990

Mission and programs · 2022

Mission

TO BUILD HEALTHIER LIVES AND STRONGER COMMUNITIES. HEALTH PARTNERS PLANS IS AN AWARD-WINNING, NOT-FOR-PROFIT HEALTH MAINTENANCE ORGANIZATION SERVING PENNSYLVANIA RESIDENTS. FOR ADDITIONAL INFORMATION PLEASE REFER TO SCHEDULE O.

Activities or mission (Part I)

LICENSED HMO COMMITTED TO BUILDING HEALTHIER LIVES AND STRONGER COMMUNITIES.

  • HEALTH PARTNERS IS OUR MEDICAID PLAN THAT SERVES PENNSYLVANIANS WITH LOW OR NO INCOME. WHILE WE COVER DOCTOR VISITS, PRESCRIPTIONS, IMMUNIZATIONS, EYE EXAMS AND HOSPITALIZATIONS, WE ALSO PROMOTE HEALTH AND WELLNESS WITH EXTRA BENEFITS. PLEASE REFER TO SCHEDULE O FOR ADDITIONAL INFORMATION.

    Expenses $1,461,889,631 · Revenue $1,884,647,832

  • HEALTH PARTNERS MEDICARE OFFERS THREE MEDICARE ADVANTAGE PLANS ALL DESIGNED TO MEET YOUR UNIQUE HEALTHCARE NEEDS. OUR MEDICARE ADVANTAGE PLANS PROVIDE MORE BENEFITS THAN ORIGINAL MEDICARE WITH NO OR LOW MONTHLY PLAN PREMIUMS. PLEASE REFER TO SCHEDULE O FOR ADDITIONAL INFORMATION.

    Expenses $211,261,129 · Revenue $238,858,819

  • THE CHILDREN'S HEALTH INSURANCE PROGRAM (CHIP), BROUGHT TO YOU BY KIDZPARTNERS, PROVIDES PENNSYLVANIA CHILDREN (UP TO AGE 19) WITH FREE OR LOW-COST HEALTH COVERAGE, DEPENDING ON FAMILY SIZE AND INCOME. PLEASE REFER TO SCHEDULE O FOR ADDITIONAL INFORMATION.

    Expenses $10,419,348 · Revenue $15,730,049

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Denise M Napier RN

    President & CEO

    Total calculated
    $1,280,696
    From this org
    $1,150,231
    From related orgs
    $0
    Other
    $130,465
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $686,767
    Bonus
    $459,900
    Other
    $3,564
    Deferred
    $92,570
    Nontaxable benefits
    $37,895
    Filer's total
    $1,280,696

  • Kevin Clancy

    SVP & CFO

    Total calculated
    $682,360
    From this org
    $603,170
    From related orgs
    $0
    Other
    $79,190
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $388,928
    Bonus
    $210,678
    Other
    $3,564
    Deferred
    $44,900
    Nontaxable benefits
    $34,290
    Filer's total
    $682,360

  • Joseph T Brand

    COO & SVP NEW BUSINESS

    Total calculated
    $651,988
    From this org
    $602,183
    From related orgs
    $0
    Other
    $49,805
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $391,614
    Bonus
    $208,247
    Other
    $2,322
    Deferred
    $44,900
    Nontaxable benefits
    $4,905
    Filer's total
    $651,988

  • Katherine A Behan MD

    Director

    Total calculated
    $618,892
    From this org
    $0
    From related orgs
    $599,539
    Other
    $19,353
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $456,153 related
    Bonus
    $0 + $104,790 related
    Other
    $0 + $38,596 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $19,353 related
    Filer's total
    $0 + $618,892 related

  • Christopher McTiernan

    SVP Clinical & Provider Mgmt

    Total calculated
    $613,992
    From this org
    $555,648
    From related orgs
    $0
    Other
    $58,344
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $388,240
    Bonus
    $166,598
    Other
    $810
    Deferred
    $44,621
    Nontaxable benefits
    $13,723
    Filer's total
    $613,992

  • Johnna W Baker Esq

    Chief Legal Officer

    Total calculated
    $525,177
    From this org
    $454,408
    From related orgs
    $0
    Other
    $70,769
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $312,504
    Bonus
    $139,582
    Other
    $2,322
    Deferred
    $33,642
    Nontaxable benefits
    $37,127
    Filer's total
    $525,177

  • Carol Potts

    SVP HEALTH CARE DATA ANALYTICS

    Total calculated
    $523,783
    From this org
    $474,593
    From related orgs
    $0
    Other
    $49,190
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $330,604
    Bonus
    $140,425
    Other
    $3,564
    Deferred
    $37,822
    Nontaxable benefits
    $11,368
    Filer's total
    $523,783

  • Howard Lu MD

    VP & CCO (TERM 11/4/22)

    Total calculated
    $475,296
    From this org
    $438,812
    From related orgs
    $0
    Other
    $36,484
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $324,358
    Bonus
    $113,841
    Other
    $613
    Deferred
    $24,400
    Nontaxable benefits
    $12,084
    Filer's total
    $475,296

  • Catherine Bird

    CHIEF ADMIN. & DIVERSITY OFFI.

    Total calculated
    $450,850
    From this org
    $386,960
    From related orgs
    $0
    Other
    $63,890
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $269,747
    Bonus
    $116,727
    Other
    $486
    Deferred
    $31,684
    Nontaxable benefits
    $32,206
    Filer's total
    $450,850

  • Anthony J Marino

    VP Head of IT

    Total calculated
    $415,256
    From this org
    $363,293
    From related orgs
    $0
    Other
    $51,963
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $226,219
    Bonus
    $135,010
    Other
    $2,064
    Deferred
    $19,007
    Nontaxable benefits
    $32,956
    Filer's total
    $415,256

  • Kearline Jones LLD

    VP GOVT AFFAIRS&STATE PROG MGR

    Total calculated
    $412,388
    From this org
    $371,569
    From related orgs
    $0
    Other
    $40,819
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $284,822
    Bonus
    $84,425
    Other
    $2,322
    Deferred
    $25,244
    Nontaxable benefits
    $15,575
    Filer's total
    $412,388

  • Merleen Harris-Williams MD

    Senior Medical Director

    Total calculated
    $404,696
    From this org
    $346,875
    From related orgs
    $0
    Other
    $57,821
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $280,717
    Bonus
    $62,990
    Other
    $3,168
    Deferred
    $22,681
    Nontaxable benefits
    $35,140
    Filer's total
    $404,696

  • Ramesh J Vangala

    Former Key Employee

    Total calculated
    $278,071
    From this org
    $259,066
    From related orgs
    $0
    Other
    $19,005
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $212,772
    Bonus
    $45,298
    Other
    $996
    Deferred
    $16,259
    Nontaxable benefits
    $2,746
    Filer's total
    $278,071

  • Clarence Armbrister

    Director

    Total calculated
    $12,500
    From this org
    $12,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • Cynthia Figueroa

    Director

    Total calculated
    $11,850
    From this org
    $11,850
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • Loree D Jones

    Vice Chair - Director

    Total calculated
    $10,350
    From this org
    $10,350
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • Joseph G Cacchione MD

    Chair - Director (EFF 12/1/22)

    Total calculated
    $0
    Hours/week
    60

  • Bruce A Meyer MD MBA

    Chair-Director (TERM 11/30/22)

    Total calculated
    $0
    Hours/week
    60

  • Michael B Walsh

    Treasurer - Director

    Total calculated
    $0
    Hours/week
    55

  • Kenneth D Levitan

    Director

    Total calculated
    $0
    Hours/week
    55

  • Cristina G Cavalieri Esq

    Secretary

    Total calculated
    $0
    Hours/week
    60

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 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 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)

SCHEDULE J, PART I; QUESTION 4B
THE DEFERRED COMPENSATION AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN C FOR THE FOLLOWING INDIVIDUAL INCLUDES UNVESTED BENEFITS IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN) WHICH ARE SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, THE INDIVIDUAL MAY NEVER ACTUALLY RECEIVE THIS UNVESTED BENEFIT AMOUNT. THE AMOUNT OUTLINED HEREIN WAS NOT INCLUDED IN THIS INDIVIDUAL'S 2022 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: DENISE M. NAPIER, RN, $47,670.
SCHEDULE J, PART I; QUESTION 7
THE CERTAIN INDIVIDUALS INCLUDED IN SCHEDULE J, PART II RECEIVED A BONUS DURING CALENDAR YEAR 2022 WHICH WAS INCLUDED IN SCHEDULE J, PART II, COLUMN B(II) HEREIN AND IN EACH INDIVIDUAL'S 2022 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES. PLEASE REFER TO THIS SECTION OF THE FORM 990, SCHEDULE J FOR THIS INFORMATION.

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • SELECTSCRIPTS LLC

    HEALTH SVCS. · DE · income $0 · assets $0

    Directly controlled by SELBENEFITS

  • SELECTBENEFITS LLC

    HOLDING CO. · DE · income $0 · assets $0

    Directly controlled by HPP

  • HEALTH PARTNERS SOLUTIONS LLC

    HEALTH SVCS. · DE · income $0 · assets $0

    Directly controlled by HPP

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • 1100 WALNUT ASSOC

    MEDICAL OFFICE · PA

    Directly controlled by NA

  • JEFF UNIV RAD ASSOC

    HEALTH SVCS. · PA

    Directly controlled by NA

  • RIVERVIEW SURG CTR LP

    HEALTH SVCS. · PA

    Directly controlled by NA

  • RIVERVIEW SURG CTR LLC

    HEALTH SVCS. · PA

    Directly controlled by NA

  • ROTHMAN ORTHO SPEC HOSP

    HEALTH SVCS. · PA

    Directly controlled by NA

  • JEFFHEDGE LLC

    INVESTMENTS · DE

    Directly controlled by NA

  • JUNIATA MED BLD

    MEDICAL OFFICE · PA

    Directly controlled by NA

  • TMB ENTERPRISE

    MEDICAL OFFICE · PA

    Directly controlled by NA

  • KENNEDY CH SURG

    SURGERY CENTER · NJ

    Directly controlled by NA

  • MLJH LLC

    MEDICAL SERVICES · PA

    Directly controlled by NA

Related corporations and trusts

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

  • TJU INC

    C CORP. · REAL ESTATE · PA

    Directly controlled by NA

  • WALNUT REALTY CO

    C CORP. · REAL ESTATE · PA

    Directly controlled by NA

  • ATRIUM CORPORATION

    C CORP. · HEALTH SVCS. · PA

    Directly controlled by NA

  • HEALTHMARK INC

    C CORP. · HEALTH SVCS. · PA

    Directly controlled by NA

  • JEFFCARE INC

    C CORP. · HEALTH SVCS. · PA

    Directly controlled by NA

  • MID-ATLANTIC MATERNAL FETAL INSTITUTE

    C CORP. · INACTIVE · PA

    Directly controlled by NA

  • MID-ATLANTIC MATERNAL FETAL INSTITUTE PC

    C CORP. · INACTIVE · NJ

    Directly controlled by NA

  • JEFFERSON PHYSICIAN SVCS OF CALIFORNIA

    C CORP. · INACTIVE · CA

    Directly controlled by NA

  • 925 WALNUT STREET CORP

    S CORP. · REAL ESTATE · PA

    Directly controlled by NA

  • SYSTEM SERVICE CORPORATION

    C CORP. · HOLDING CO. · DE

    Directly controlled by NA

  • TF DEVELOPMENT LTD

    C CORP. · REAL ESTATE · PA

    Directly controlled by NA

  • HEALTH CARE INC

    C CORP. · HEALTH SVCS. · PA

    Directly controlled by NA

  • KENNEDY MANAGEMENT GROUP INC

    C CORP. · MANAGEMENT · NJ

    Directly controlled by NA

  • PROFESSIONAL MEDICAL MANAGEMENT INC

    C CORP. · INACTIVE · NJ

    Directly controlled by NA

  • KENNEDY ACCESS INCORPORATED

    C CORP. · INVESTMENTS · NJ

    Directly controlled by NA

  • JEFFERSON HLTH NJ DIRECT PRIMARY CARE PC

    C CORP. · HEALTH SVCS. · NJ

    Directly controlled by NA

  • EINSTEIN HEALTHCARE SYSTEMS INC

    C CORP. · INACTIVE · PA

    Directly controlled by NA

  • REHAB VENTURES INC

    C CORP. · INACTIVE · PA

    Directly controlled by NA

  • CMMC INC

    C CORP. · REAL ESTATE · PA

    Directly controlled by NA

  • PARTNERS INSURANCE COMPANY INC

    C CORP. · INSURANCE · PA

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2022
Filed
7 November 2023
IRS schema version
2022v5.0
Source object
202323179349302142

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.