Skip to content
Nonprofiteer
← HEALTH ALLIANCE PLAN OF MICHIGAN

Form 990 for tax year 2022

Filed by HEALTH ALLIANCE PLAN OF MICHIGAN.

Totals

Total revenue
$1,566,077,953
Total expenses
$1,509,906,316
Contributions and grants received
$0
Grants paid
$182,350
Program service revenue
$1,539,465,822
Investment income
$3,590,078
Other revenue
$23,022,053
Total assets, end of year
$614,290,528
Total liabilities, end of year
$305,549,901
Net assets or fund balances, end of year
$308,740,627
Program services expenses (Part IX)
$1,489,046,605
Management and general expenses
$20,859,711
Fundraising expenses
$0
Program service expenses (Part III)
$1,489,046,605

Program services were 98.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Michael A Genord MD

    Director/President

    Total calculated
    $1,687,368
    From this org
    $0
    From related orgs
    $1,650,588
    Other
    $36,780
    Hours/week
    58 + 7 related

    Schedule J breakdown matched by us

    Base
    $0 + $853,051 related
    Bonus
    $0 + $547,533 related
    Other
    $0 + $250,004 related
    Deferred
    $0 + $5,750 related
    Nontaxable benefits
    $0 + $31,030 related
    Filer's total
    $0 + $1,687,368 related

  • Robert G Riney

    Director (Start 7/2022)

    Total calculated
    $3,051,952
    From this org
    $0
    From related orgs
    $2,993,892
    Other
    $58,060
    Hours/week
    1 + 64 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,617,376 related
    Bonus
    $0 + $808,535 related
    Other
    $0 + $567,981 related
    Deferred
    $0 + $29,223 related
    Nontaxable benefits
    $0 + $28,837 related
    Filer's total
    $0 + $3,051,952 related

  • Joni MT Davis JD

    Director

    Total calculated
    $0
    Hours/week
    1

  • Wright L Lassiter III

    Director (Thru 7/2022)

    Total calculated
    $6,023,327
    From this org
    $0
    From related orgs
    $4,029,820
    Other
    $1,993,507
    Hours/week
    1 + 64 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,210,232 related
    Bonus
    $0 + $2,172,864 related
    Other
    $0 + $646,724 related
    Deferred
    $0 + $1,974,100 related
    Nontaxable benefits
    $0 + $19,407 related
    Filer's total
    $0 + $6,023,327 related

  • Adnan R Munkarah MD

    Director

    Total calculated
    $2,805,880
    From this org
    $0
    From related orgs
    $2,740,661
    Other
    $65,219
    Hours/week
    1 + 64 related

    Schedule J breakdown matched by us

    Base
    $0 + $977,733 related
    Bonus
    $0 + $629,552 related
    Other
    $0 + $1,133,376 related
    Deferred
    $0 + $27,698 related
    Nontaxable benefits
    $0 + $37,521 related
    Filer's total
    $0 + $2,805,880 related

  • Jeffrey A Chaffkin

    Director

    Total calculated
    $0
    Hours/week
    1

  • Meerah Rajavel

    Director

    Total calculated
    $0
    Hours/week
    1

  • Mamatha Chamarthi

    Director

    Total calculated
    $0
    Hours/week
    1

  • Caleb DesRosiers JD

    Director

    Total calculated
    $0
    Hours/week
    1

  • Denise G Essenberg

    Director

    Total calculated
    $0
    Hours/week
    1

  • Gregory Jackson

    Director

    Total calculated
    $0
    Hours/week
    1

  • Felix M Valbuena MD

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jacalyn S Goforth

    Director- Chair

    Total calculated
    $25,000
    From this org
    $0
    From related orgs
    $25,000
    Other
    $0
    Hours/week
    2 + 3 related

  • Raymond C Lope

    Director

    Total calculated
    $0
    Hours/week
    1

  • John K Gorman

    Director

    Total calculated
    $0
    Hours/week
    1

  • Michelle Johnson Tidjani Esq

    Secretary

    Total calculated
    $1,721,328
    From this org
    $0
    From related orgs
    $1,660,930
    Other
    $60,398
    Hours/week
    2 + 63 related

    Schedule J breakdown matched by us

    Base
    $0 + $896,512 related
    Bonus
    $0 + $479,115 related
    Other
    $0 + $285,303 related
    Deferred
    $0 + $26,173 related
    Nontaxable benefits
    $0 + $34,225 related
    Filer's total
    $0 + $1,721,328 related

  • Archana Rajendra JD

    Assistant Secretary (Start 5/2022)

    Total calculated
    $343,411
    From this org
    $329,154
    From related orgs
    $0
    Other
    $14,257
    Hours/week
    55 + 5 related

    Schedule J breakdown matched by us

    Base
    $232,252
    Bonus
    $65,000
    Other
    $31,902
    Deferred
    $10,063
    Nontaxable benefits
    $4,194
    Filer's total
    $343,411

  • William R Barnes

    Assistant Secretary (Thru 1/2022)

    Total calculated
    $57,244
    From this org
    $56,259
    From related orgs
    $0
    Other
    $985
    Hours/week
    55 + 5 related

  • Robin S Damschroder

    Treasurer/CFO

    Total calculated
    $2,780,207
    From this org
    $0
    From related orgs
    $2,718,752
    Other
    $61,455
    Hours/week
    2 + 63 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,020,039 related
    Bonus
    $0 + $693,870 related
    Other
    $0 + $1,004,843 related
    Deferred
    $0 + $26,173 related
    Nontaxable benefits
    $0 + $35,282 related
    Filer's total
    $0 + $2,780,207 related

  • Majorie A Staten JD

    Assistant Secretary

    Total calculated
    $226,160
    From this org
    $0
    From related orgs
    $212,050
    Other
    $14,110
    Hours/week
    2 + 58 related

    Schedule J breakdown matched by us

    Base
    $0 + $175,106 related
    Bonus
    $0 + $35,360 related
    Other
    $0 + $1,584 related
    Deferred
    $0 + $3,119 related
    Nontaxable benefits
    $0 + $10,991 related
    Filer's total
    $0 + $226,160 related

  • Gordon W Salm

    Interim CFO (Thru 8/2022)

    Total calculated
    $365,992
    From this org
    $358,080
    From related orgs
    $0
    Other
    $7,912
    Hours/week
    55 + 5 related

    Schedule J breakdown matched by us

    Base
    $310,580
    Bonus
    $0
    Other
    $47,500
    Deferred
    $7,912
    Nontaxable benefits
    $0
    Filer's total
    $365,992

  • Merrill Hausenfluck

    CFO (Start 8/2022)

    Total calculated
    $322,309
    From this org
    $302,679
    From related orgs
    $0
    Other
    $19,630
    Hours/week
    55 + 5 related

    Schedule J breakdown matched by us

    Base
    $178,448
    Bonus
    $100,000
    Other
    $24,231
    Deferred
    $6,185
    Nontaxable benefits
    $13,445
    Filer's total
    $322,309

  • Christine Harder

    Sr VP - Network Mgmt (Start 1/2022)

    Total calculated
    $399,169
    From this org
    $332,876
    From related orgs
    $0
    Other
    $66,293
    Hours/week
    55 + 5 related

    Schedule J breakdown matched by us

    Base
    $221,284
    Bonus
    $62,850
    Other
    $48,742
    Deferred
    $40,580
    Nontaxable benefits
    $25,713
    Filer's total
    $399,169

  • K Michael Treash

    SVP & COO

    Total calculated
    $844,922
    From this org
    $802,764
    From related orgs
    $0
    Other
    $42,158
    Hours/week
    55 + 5 related

    Schedule J breakdown matched by us

    Base
    $404,281
    Bonus
    $192,955
    Other
    $205,528
    Deferred
    $16,013
    Nontaxable benefits
    $26,145
    Filer's total
    $844,922

  • Margaret Anderson

    Chief Sales & Marketi

    Total calculated
    $667,969
    From this org
    $575,571
    From related orgs
    $0
    Other
    $92,398
    Hours/week
    55 + 5 related

    Schedule J breakdown matched by us

    Base
    $367,080
    Bonus
    $178,869
    Other
    $29,622
    Deferred
    $64,340
    Nontaxable benefits
    $28,058
    Filer's total
    $667,969

  • Charles Bloom DO

    CMO

    Total calculated
    $724,061
    From this org
    $621,636
    From related orgs
    $0
    Other
    $102,425
    Hours/week
    55 + 5 related

    Schedule J breakdown matched by us

    Base
    $418,579
    Bonus
    $192,704
    Other
    $10,353
    Deferred
    $68,591
    Nontaxable benefits
    $33,834
    Filer's total
    $724,061

  • Peter Watson MD

    VP- Care Mgmt & Outcomes

    Total calculated
    $515,565
    From this org
    $448,425
    From related orgs
    $14,347
    Other
    $52,793
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $304,384
    Bonus
    $103,095
    Other
    $40,946 + $14,347 related
    Deferred
    $19,063 + $659 related
    Nontaxable benefits
    $33,071
    Filer's total
    $500,559 + $15,006 related

  • Steven Selinsky

    VP-Product Strategy Mrktng

    Total calculated
    $442,701
    From this org
    $395,040
    From related orgs
    $0
    Other
    $47,661
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $237,828
    Bonus
    $137,160
    Other
    $20,052
    Deferred
    $16,621
    Nontaxable benefits
    $31,040
    Filer's total
    $442,701

  • Marc Vanderburg

    VP- Acct Retention & Sales

    Total calculated
    $457,614
    From this org
    $424,951
    From related orgs
    $0
    Other
    $32,663
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $202,277
    Bonus
    $193,469
    Other
    $29,205
    Deferred
    $16,306
    Nontaxable benefits
    $16,357
    Filer's total
    $457,614

  • Charity Bennett

    VP- Transformation

    Total calculated
    $381,793
    From this org
    $354,511
    From related orgs
    $0
    Other
    $27,282
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $261,674
    Bonus
    $71,527
    Other
    $21,310
    Deferred
    $14,668
    Nontaxable benefits
    $12,614
    Filer's total
    $381,793

  • Annette M Marcath

    VP & Chief Information Off

    Total calculated
    $415,854
    From this org
    $363,353
    From related orgs
    $0
    Other
    $52,501
    Hours/week
    55 + 5 related

    Schedule J breakdown matched by us

    Base
    $265,536
    Bonus
    $72,211
    Other
    $25,606
    Deferred
    $25,843
    Nontaxable benefits
    $26,658
    Filer's total
    $415,854

  • Laurie Doran

    Former Treasurer/CFO

    Total calculated
    $383,140
    From this org
    $381,935
    From related orgs
    $0
    Other
    $1,205
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $117,123
    Other
    $264,812
    Deferred
    $1,205
    Nontaxable benefits
    $0
    Filer's total
    $383,140

  • J Douglas Clark

    Former Treasurer/Int. CFO

    Total calculated
    $694,902
    From this org
    $0
    From related orgs
    $632,716
    Other
    $62,186
    Hours/week
    0 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $366,019 related
    Bonus
    $0 + $175,960 related
    Other
    $0 + $90,737 related
    Deferred
    $0 + $29,222 related
    Nontaxable benefits
    $0 + $32,964 related
    Filer's total
    $0 + $694,902 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

  • 1a · First-class or charter travel
  • 1a · Tax indemnification and gross-up payments
  • 1a · Housing allowance or residence for personal use
  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 6a · Pay contingent on this organization's net earnings

Answered no

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

The filer's explanations (Part III)

Part I, Line 1a
It is the Organization's policy to pay or reimburse employees for bonafide business travel based on the most cost effective means available. Generally, when air travel is involved this equates to coach class air fare. Under certain circumstances, such as when coach class is not available or the trip is of an extensive duration, senior leadership has approved business class, first class or charter travel. In such circumstances, the travel is considered to be for a bonafide business purpose; accordingly, no taxable income is reported. Certain members of the organization's senior leadership receive membership to social clubs intended to further the business needs of the organization. Usage is reimbursed on a case-by-case basis based upon documentation of business purpose. In connection with the recruitment and employment of leaders and physicians, the Organization agrees at times to provide temporary housing and relocation services. Internal Revenue Service guidelines are adhered to regarding the reporting and taxation of all such items. The value of such services is also included in the evaluation of reasonable compensation. Certain members of the Organization's senior leadership team participate in a supplemental retirement program that results in reportable taxable income as the benefits accrue, rather than as they are paid. The Organization also offers certain members of leadership the option of participating in an IRC Sec 457 benefit program which also results in reportable taxable income as benefits accrue, rather than as they are paid. It is an element of the plan design to absorb the advance tax impact of these plans for the participants. In such cases the related amounts are reported as taxable income to the individual and included in the determination of reasonable compensation. See q. 4b for the required listing of the participating individuals.
Part I, Line 3
The Chief Executive Officer for Health Alliance Plan is an employee of Henry Ford Health System dba Henry Ford Health, HAP's parent company. Henry Ford Health has a Compensation Committee of the Board of Trustees consisting of all independent trustees. The committee meets throughout the year and is charged with the approval of the organization's overall compensation and benefit programs as well as the specific review and approval of the compensation of certain employees including the Chief Executive Officer of HAP. The committee directly engages an independent compensation advisor to assist with this process. The process includes evaluation of the individual's performance, utilization of compensation studies of similarly situated positions as well as comparisons to compensation as reported by other health care organizations. The reasonableness of compensation is evaluated based upon these and other factors.
Part I, Lines 4a-b
Part I - 4b: Certain members of the organization's senior leadership team participate in a supplemental retirement program (SERP 457(f) Plan) that results in reportable taxable income as the benefits accrue, rather than as they are paid. It is an element of the plan design to absorb the advance tax impact of these plans for the participants. In such cases the related amounts are reported as taxable income to the individual and included in the determination of reasonable compensation. The employees that received this taxable benefit are also officers and or key employees of the company. Part I, LINES 4A: Severance Payments Laurie Doran $264,812 4b: HAP SERP 457(f) PLAN Participant Accrual Distribution Non-Vested Reportable W-2 K. Michael Treash 178,539 - - 178,539 Margaret Anderson - - 48,328 - Charles Bloom - - 63,253 - Christine Harder - - 22,087 - 4b: HFH SERP 457(f) PLAN Participant Accrual Taxable Non-Taxable Non-Vested Reportable - Distribution Distribution W-2 Wright L. Lassiter III 523,447 107,645 1,947,928 - 631,092 Michelle Johnson Tidjani 211,041 - - - 211,041 Adnan R. Munkarah, M.D. 991,756 - - - 991,756 Michael Genord, M.D. 224,188 - - - 224,188 J Douglas Clark 45,783 - - - 45,783 Robin Damschroder 827,133 - - - 827,133 Robert Riney 463,649 - - - 463,649 4b: HFH Nonqualified 457(b) PLAN Employee Employer Medicare Reportable 2022 Contr. 2022 Contr. Tax gross-Up W-2 Amounts Wright L. Lassiter III 12,616 - - 12,616 J. Douglas Clark 20,500 - - 20,500 Adnan R. Munkarah, M.D. 20,500 - - 20,500 Michael Genord, M.D. 20,500 - - 20,500 Michelle Johnson Tidjani 20,500 - - 20,500 Robert Riney 20,500 - - 20,500 Robin Damschroder 20,500 - - 20,500 4b: HAP Nonqualified 457(b) PLAN Employee Employer Medicare Reportable 2022 Contr. 2022 Contr. Tax gross-Up W-2 Amounts Gordon Salm 20,500 - - 20,500 Christine Harder 20,500 - - 20,500

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

The 10 largest by cash amount. The API serves every itemized grant.

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.

Related corporations and trusts

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

  • Alliance Health and Life Insurance Company

    C · Health Insurance · MI · 100% owned · share of income $388,581,265 · share of assets $137,648,557 · controlled entity

    Directly controlled by Health Alliance Plan

  • HAP Preferred Inc

    C · Provider Network Leasing · MI · 100% owned · controlled entity

    Directly controlled by Health Alliance Plan

  • Sha Realty Inc

    C · Real Estate Holding · MI · controlled entity

    Directly controlled by Henry Ford Health System

  • Fairlane Health Services

    C · Healthcare Management · MI · controlled entity

    Directly controlled by Henry Ford Health System

  • Onika Insurance Ltd

    C · Captive Insurance · CJ · controlled entity

    Directly controlled by Henry Ford Health System

  • HAP CareSource

    C · Health Insurance · MI · 100% owned · share of income $261,461,064 · share of assets $92,379,854 · controlled entity

    Directly controlled by Health Alliance Plan

  • Administration Systems Research Corporation

    C · Third Party Administrator · MI · 100% owned · share of income $32,699,593 · share of assets $3,679,493 · controlled entity

    Directly controlled by Health Alliance Plan

  • Henry Ford Physician Network

    C · Physician Network · MI · controlled entity

    Directly controlled by Henry Ford Health System

  • Henry Ford Allegiance Pharmacy

    C · Pharmacy · MI · controlled entity

    Directly controlled by Henry Ford Allegiance Health Group

  • HENRY FORD ELIJAH MCCOY CONDOMINIUM ASSOCIATION

    C · CONDOMINUM ASSOCATION · MI · controlled entity

    Directly controlled by Henry Ford Health System

Provenance

Return type
form_990
Tax year
2022
Filed
13 November 2023
IRS schema version
2022v5.0
Source object
202343179349303399

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.