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← KAISER FOUNDATION HEALTH PLAN OF THE MID ATLANTIC STATES INC

Form 990 for tax year 2023

Filed by KAISER FOUNDATION HEALTH PLAN OF THE MID ATLANTIC STATES INC.

Totals

Total revenue
$5,884,071,284
Total expenses
$5,875,670,239
Contributions and grants received
$27,510,680
Grants paid
$1,839,762
Program services expenses (Part IX)
$5,553,723,874
Management and general expenses
$321,946,365
Fundraising expenses
$0
Program service expenses (Part III)
$5,553,723,874

Program services were 94.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Gregory Adams

    Chairman & CEO

    Total calculated
    $12,721,446
    From this org
    $0
    From related orgs
    $12,567,386
    Other
    $154,060
    Hours/week
    4 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $2,123,581 related
    Bonus
    $0 + $9,103,058 related
    Other
    $0 + $1,340,747 related
    Deferred
    $0 + $122,468 related
    Nontaxable benefits
    $0 + $31,592 related
    Filer's total
    $0 + $12,721,446 related

  • Kathryn Lancaster

    EVP & Chief Financial Officer

    Total calculated
    $5,061,302
    From this org
    $0
    From related orgs
    $4,923,403
    Other
    $137,899
    Hours/week
    3.5 + 46.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,269,207 related
    Bonus
    $0 + $3,069,715 related
    Other
    $0 + $584,481 related
    Deferred
    $0 + $118,595 related
    Nontaxable benefits
    $0 + $19,304 related
    Filer's total
    $0 + $5,061,302 related

  • Kimberly Horn

    EVP, Group President, MOC

    Total calculated
    $4,751,551
    From this org
    $0
    From related orgs
    $4,617,356
    Other
    $134,195
    Hours/week
    3.5 + 46.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,118,899 related
    Bonus
    $0 + $1,571,247 related
    Other
    $0 + $1,927,210 related
    Deferred
    $0 + $100,993 related
    Nontaxable benefits
    $0 + $33,202 related
    Filer's total
    $0 + $4,751,551 related

  • Janet Liang

    EVP, Group President & COO

    Total calculated
    $4,507,213
    From this org
    $0
    From related orgs
    $4,417,378
    Other
    $89,835
    Hours/week
    3.5 + 46.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,262,682 related
    Bonus
    $0 + $2,460,748 related
    Other
    $0 + $693,948 related
    Deferred
    $0 + $51,770 related
    Nontaxable benefits
    $0 + $38,065 related
    Filer's total
    $0 + $4,507,213 related

  • Arthur Southam

    EVP, Health Plan Ops & CGO

    Total calculated
    $3,794,812
    From this org
    $0
    From related orgs
    $3,776,237
    Other
    $18,575
    Hours/week
    4 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $194,706 related
    Bonus
    $0 + $3,022,498 related
    Other
    $0 + $559,033 related
    Deferred
    $0 + $10,910 related
    Nontaxable benefits
    $0 + $7,665 related
    Filer's total
    $0 + $3,794,812 related

  • Ruth Williams-Brinkley

    Regional President - MAS

    Total calculated
    $3,241,679
    From this org
    $0
    From related orgs
    $3,418,616
    Other
    -$176,937
    Hours/week
    45 + 5 related

    Schedule J breakdown matched by us

    Base
    $0 + $804,931 related
    Bonus
    $0 + $1,256,152 related
    Other
    $0 + $1,357,533 related
    Deferred
    $0 + -$201,208 related
    Nontaxable benefits
    $0 + $24,271 related
    Filer's total
    $0 + $3,241,679 related

  • Mark Zemelman

    SVP, General Counsel & Secy

    Total calculated
    $2,494,194
    From this org
    $0
    From related orgs
    $1,833,838
    Other
    $660,356
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $1,833,838 related
    Deferred
    $0 + $660,356 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $2,494,194 related

  • Vanessa Benavides

    SVP,Chief Legal Officer & Secy

    Total calculated
    $2,100,570
    From this org
    $0
    From related orgs
    $1,792,455
    Other
    $308,115
    Hours/week
    1.5 + 48.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $708,622 related
    Bonus
    $0 + $1,028,988 related
    Other
    $0 + $54,845 related
    Deferred
    $0 + $288,586 related
    Nontaxable benefits
    $0 + $19,529 related
    Filer's total
    $0 + $2,100,570 related

  • Thomas Meier

    SVP, Corporate Treasurer

    Total calculated
    $1,842,456
    From this org
    $0
    From related orgs
    $1,721,108
    Other
    $121,348
    Hours/week
    1.5 + 48.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $593,270 related
    Bonus
    $0 + $977,784 related
    Other
    $0 + $150,054 related
    Deferred
    $0 + $94,964 related
    Nontaxable benefits
    $0 + $26,384 related
    Filer's total
    $0 + $1,842,456 related

  • Donald Orndoff

    SVP, NFS

    Total calculated
    $1,621,847
    From this org
    $0
    From related orgs
    $1,301,160
    Other
    $320,687
    Hours/week
    4 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $185,407 related
    Bonus
    $0 + $452,361 related
    Other
    $0 + $663,392 related
    Deferred
    $0 + $307,153 related
    Nontaxable benefits
    $0 + $13,534 related
    Filer's total
    $0 + $1,621,847 related

  • Alfonse Upshaw

    SVP,Corporate Controller & CAO

    Total calculated
    $1,480,424
    From this org
    $0
    From related orgs
    $1,272,055
    Other
    $208,369
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $535,015 related
    Bonus
    $0 + $558,993 related
    Other
    $0 + $178,047 related
    Deferred
    $0 + $176,289 related
    Nontaxable benefits
    $0 + $32,080 related
    Filer's total
    $0 + $1,480,424 related

  • Frank Titus

    VP, HPSA - MAS

    Total calculated
    $1,311,098
    From this org
    $0
    From related orgs
    $1,099,437
    Other
    $211,661
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $515,294 related
    Bonus
    $0 + $447,954 related
    Other
    $0 + $136,189 related
    Deferred
    $0 + $193,349 related
    Nontaxable benefits
    $0 + $18,312 related
    Filer's total
    $0 + $1,311,098 related

  • Emily Holliman

    VP, COO - MAS

    Total calculated
    $1,093,919
    From this org
    $0
    From related orgs
    $893,062
    Other
    $200,857
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $301,406 related
    Bonus
    $0
    Other
    $0 + $591,656 related
    Deferred
    $0 + $183,848 related
    Nontaxable benefits
    $0 + $17,009 related
    Filer's total
    $0 + $1,093,919 related

  • David Thomason

    SVP,Corporate Controller & CAO

    Total calculated
    $950,781
    From this org
    $0
    From related orgs
    $897,898
    Other
    $52,883
    Hours/week
    2.2 + 47.8 related

    Schedule J breakdown matched by us

    Base
    $0 + $412,855 related
    Bonus
    $0
    Other
    $0 + $485,043 related
    Deferred
    $0 + $42,288 related
    Nontaxable benefits
    $0 + $10,595 related
    Filer's total
    $0 + $950,781 related

  • Ryan Jenson

    Interim Corp Controller & CAO

    Total calculated
    $872,977
    From this org
    $0
    From related orgs
    $743,221
    Other
    $129,756
    Hours/week
    3.5 + 46.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $346,441 related
    Bonus
    $0 + $349,170 related
    Other
    $0 + $47,610 related
    Deferred
    $0 + $100,508 related
    Nontaxable benefits
    $0 + $29,248 related
    Filer's total
    $0 + $872,977 related

  • Brandon Cuevas

    EVP, Health Plan

    Total calculated
    $804,923
    From this org
    $0
    From related orgs
    $511,652
    Other
    $293,271
    Hours/week
    4 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $282,154 related
    Bonus
    $0
    Other
    $0 + $229,498 related
    Deferred
    $0 + $286,674 related
    Nontaxable benefits
    $0 + $6,597 related
    Filer's total
    $0 + $804,923 related

  • William Wiechmann

    Assistant Secretary

    Total calculated
    $749,439
    From this org
    $0
    From related orgs
    $599,846
    Other
    $149,593
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $328,762 related
    Bonus
    $0 + $205,699 related
    Other
    $0 + $65,385 related
    Deferred
    $0 + $118,517 related
    Nontaxable benefits
    $0 + $31,076 related
    Filer's total
    $0 + $749,439 related

  • Gracelyn McDermott

    VP, MSBD - MAS

    Total calculated
    $726,623
    From this org
    $0
    From related orgs
    $577,504
    Other
    $149,119
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $335,672 related
    Bonus
    $0 + $224,166 related
    Other
    $0 + $17,666 related
    Deferred
    $0 + $118,219 related
    Nontaxable benefits
    $0 + $30,900 related
    Filer's total
    $0 + $726,623 related

  • Dana Forster

    VP, Delivery System Operations

    Total calculated
    $708,049
    From this org
    $0
    From related orgs
    $510,965
    Other
    $197,084
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $279,195 related
    Bonus
    $0 + $190,895 related
    Other
    $0 + $40,875 related
    Deferred
    $0 + $167,002 related
    Nontaxable benefits
    $0 + $30,082 related
    Filer's total
    $0 + $708,049 related

  • Cynthia Cifuentes-Finkel

    VP, Mktg Comm & Cmty Relations

    Total calculated
    $682,216
    From this org
    $0
    From related orgs
    $536,647
    Other
    $145,569
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $305,406 related
    Bonus
    $0 + $196,675 related
    Other
    $0 + $34,566 related
    Deferred
    $0 + $115,595 related
    Nontaxable benefits
    $0 + $29,974 related
    Filer's total
    $0 + $682,216 related

  • Hong-Sze Yu

    VP, Brd & Corp Gov & Asst Secy

    Total calculated
    $676,148
    From this org
    $0
    From related orgs
    $508,592
    Other
    $167,556
    Hours/week
    3.5 + 46.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $300,090 related
    Bonus
    $0 + $188,569 related
    Other
    $0 + $19,933 related
    Deferred
    $0 + $137,523 related
    Nontaxable benefits
    $0 + $30,033 related
    Filer's total
    $0 + $676,148 related

  • Kristin Bear

    Assistant Secretary

    Total calculated
    $645,426
    From this org
    $0
    From related orgs
    $474,637
    Other
    $170,789
    Hours/week
    4 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $313,172 related
    Bonus
    $0 + $131,402 related
    Other
    $0 + $30,063 related
    Deferred
    $0 + $149,166 related
    Nontaxable benefits
    $0 + $21,623 related
    Filer's total
    $0 + $645,426 related

  • Jeanine Maier

    VP, Consumer Experience & CCC

    Total calculated
    $603,203
    From this org
    $0
    From related orgs
    $460,800
    Other
    $142,403
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $323,709 related
    Bonus
    $0 + $121,240 related
    Other
    $0 + $15,851 related
    Deferred
    $0 + $113,969 related
    Nontaxable benefits
    $0 + $28,434 related
    Filer's total
    $0 + $603,203 related

  • Jared Gross

    VP, CFO - MAS

    Total calculated
    $553,683
    From this org
    $0
    From related orgs
    $486,065
    Other
    $67,618
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $391,762 related
    Bonus
    $0 + $44,800 related
    Other
    $0 + $49,503 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $67,618 related
    Filer's total
    $0 + $553,683 related

  • Angela Beaudry

    VP, HR - MAS

    Total calculated
    $538,383
    From this org
    $0
    From related orgs
    $457,284
    Other
    $81,099
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $256,625 related
    Bonus
    $0 + $118,580 related
    Other
    $0 + $82,079 related
    Deferred
    $0 + $41,122 related
    Nontaxable benefits
    $0 + $39,977 related
    Filer's total
    $0 + $538,383 related

  • Jennifer Valentine

    ED, FP&A

    Total calculated
    $487,050
    From this org
    $0
    From related orgs
    $430,756
    Other
    $56,294
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $240,374 related
    Bonus
    $0 + $173,929 related
    Other
    $0 + $16,453 related
    Deferred
    $0 + $45,592 related
    Nontaxable benefits
    $0 + $10,702 related
    Filer's total
    $0 + $487,050 related

  • Kimberley Ragnartz

    VP, Delivery System Operations

    Total calculated
    $461,451
    From this org
    $0
    From related orgs
    $465,864
    Other
    -$4,413
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $71,958 related
    Bonus
    $0 + $146,941 related
    Other
    $0 + $246,965 related
    Deferred
    $0 + -$14,436 related
    Nontaxable benefits
    $0 + $10,023 related
    Filer's total
    $0 + $461,451 related

  • Lawrence Hamilton

    Regional Administrative Leader

    Total calculated
    $387,459
    From this org
    $0
    From related orgs
    $372,697
    Other
    $14,762
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $372,697 related
    Deferred
    $0 + $14,762 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $387,459 related

  • Margaret E Porfido JD

    Director

    Total calculated
    $335,800
    From this org
    $14,000
    From related orgs
    $305,083
    Other
    $16,717
    Hours/week
    0 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $14,000 + $283,000 related
    Bonus
    $0
    Other
    $0 + $22,083 related
    Deferred
    $0 + $16,717 related
    Nontaxable benefits
    $0
    Filer's total
    $14,000 + $321,800 related

  • David F Hoffmeister

    Director

    Total calculated
    $298,858
    From this org
    $0
    From related orgs
    $280,951
    Other
    $17,907
    Hours/week
    0.3 + 9.1 related

    Schedule J breakdown matched by us

    Base
    $0 + $266,500 related
    Bonus
    $0
    Other
    $0 + $14,451 related
    Deferred
    $0 + $17,907 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $298,858 related

  • Judith A Johansen JD

    Director

    Total calculated
    $297,334
    From this org
    $0
    From related orgs
    $290,800
    Other
    $6,534
    Hours/week
    0.5 + 9.1 related

    Schedule J breakdown matched by us

    Base
    $0 + $290,800 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $6,534 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $297,334 related

  • Leslie S Heisz

    Director

    Total calculated
    $293,230
    From this org
    $0
    From related orgs
    $268,956
    Other
    $24,274
    Hours/week
    0.3 + 5.7 related

    Schedule J breakdown matched by us

    Base
    $0 + $249,000 related
    Bonus
    $0
    Other
    $0 + $19,956 related
    Deferred
    $0 + $24,274 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $293,230 related

  • Ramon F Baez

    Director

    Total calculated
    $288,072
    From this org
    $0
    From related orgs
    $266,951
    Other
    $21,121
    Hours/week
    0.1 + 4.55 related

    Schedule J breakdown matched by us

    Base
    $0 + $252,500 related
    Bonus
    $0
    Other
    $0 + $14,451 related
    Deferred
    $0 + $21,121 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $288,072 related

  • Jeffrey E Epstein

    Director

    Total calculated
    $279,102
    From this org
    $0
    From related orgs
    $265,915
    Other
    $13,187
    Hours/week
    0.5 + 7.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $256,500 related
    Bonus
    $0
    Other
    $0 + $9,415 related
    Deferred
    $0 + $13,187 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $279,102 related

  • Richard P Shannon MD

    Director

    Total calculated
    $263,921
    From this org
    $0
    From related orgs
    $236,500
    Other
    $27,421
    Hours/week
    0.5 + 5.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $236,500 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $27,421 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $263,921 related

  • Vivek Sharma

    Director

    Total calculated
    $261,456
    From this org
    $0
    From related orgs
    $261,456
    Other
    $0
    Hours/week
    0.1 + 0.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $241,500 related
    Bonus
    $0
    Other
    $0 + $19,956 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $261,456 related

  • Jenny J Ming

    Director

    Total calculated
    $260,776
    From this org
    $0
    From related orgs
    $248,772
    Other
    $12,004
    Hours/week
    0.3 + 4.6 related

    Schedule J breakdown matched by us

    Base
    $0 + $229,000 related
    Bonus
    $0
    Other
    $0 + $19,772 related
    Deferred
    $0 + $12,004 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $260,776 related

  • Maryann Bodayle

    Assistant Secretary

    Total calculated
    $251,943
    From this org
    $0
    From related orgs
    $196,754
    Other
    $55,189
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $180,482 related
    Bonus
    $0 + $13,962 related
    Other
    $0 + $2,310 related
    Deferred
    $0 + $44,374 related
    Nontaxable benefits
    $0 + $10,815 related
    Filer's total
    $0 + $251,943 related

  • Matthew T Ryan

    Director

    Total calculated
    $250,951
    From this org
    $0
    From related orgs
    $250,951
    Other
    $0
    Hours/week
    0.25 + 7.75 related

    Schedule J breakdown matched by us

    Base
    $0 + $236,500 related
    Bonus
    $0
    Other
    $0 + $14,451 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $250,951 related

  • A Eugene Washington MD

    Director

    Total calculated
    $248,278
    From this org
    $0
    From related orgs
    $244,000
    Other
    $4,278
    Hours/week
    0.25 + 6.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $244,000 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $4,278 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $248,278 related

  • David J Barger

    Director

    Total calculated
    $247,569
    From this org
    $0
    From related orgs
    $234,000
    Other
    $13,569
    Hours/week
    0.5 + 10.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $234,000 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $13,569 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $247,569 related

  • Regina M Benjamin MD MBA

    Director

    Total calculated
    $247,024
    From this org
    $0
    From related orgs
    $219,620
    Other
    $27,404
    Hours/week
    0.5 + 7.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $210,000 related
    Bonus
    $0
    Other
    $0 + $9,620 related
    Deferred
    $0 + $27,404 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $247,024 related

  • Israel Rocha

    Regional President - MAS

    Total calculated
    $131,127
    From this org
    $0
    From related orgs
    $118,292
    Other
    $12,835
    Hours/week
    45 + 5 related

  • Edward Y W Pei

    Director

    Total calculated
    $53,623
    From this org
    $0
    From related orgs
    $53,623
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $53,623 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $53,623 related

  • Kim J Kaiser

    Director

    Total calculated
    $39,004
    From this org
    $0
    From related orgs
    $39,004
    Other
    $0
    Hours/week
    0 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $24,300 related
    Bonus
    $0
    Other
    $0 + $14,704 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $39,004 related

  • Machelle Behzadi

    VP, Quality and Service

    Total calculated
    -$349,015
    From this org
    $0
    From related orgs
    $556,440
    Other
    -$905,455
    Hours/week
    50

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

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception
  • 9 · Followed the rebuttable-presumption procedure

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

The filer's explanations (Part III)

SCHEDULE J, PART I, LINE 3
THE FILING ORGANIZATION RELIED ON A RELATED ORGANIZATION THAT USED ONE OR MORE OF THE METHODS DESCRIBED BELOW TO ESTABLISH THE TOP MANAGEMENT OFFICIALS' COMPENSATION: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - WRITTEN EMPLOYMENT CONTRACT - COMPENSATION SURVEY OR STUDY, AND - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE OF A RELATED ORGANIZATION.
SCHEDULE J, PART I, LINE 4a
Mark Zemelman $1,823,105 Donald Orndoff $ 501,026 Kimberley Ragnartz $ 218,842 Lawrence Hamilton $ 317,533 LISTED PERSONS PARTICIPATED IN SEPARATION ARRANGEMENTS. DEPENDING ON POSITION LEVEL, TENURE, AND SEPARATION REASON, BENEFITS PAYABLE UNDER THESE ARRANGEMENTS PROVIDE FOR PAY AND HEALTH BENEFITS CONTINUATION PLUS PAYMENT OF ACCRUED OBLIGATIONS. IN ADDITION, FOR SOME OF THE LISTED PERSONS, BENEFITS PAYABLE INCLUDE PRORATED INCENTIVE AWARDS FOR PERFORMANCE PERIODS NOT YET ENDED. NONE OF THE LISTED PERSONS PARTICIPATED IN ARRANGEMENTS ENTITLING THEM TO CHANGE-OF-CONTROL PAYMENTS.
SCHEDULE J, PART I, LINE 4B
SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PAYMENT Gregory Adams $1,177,969 Kathryn Lancaster 521,405 Kimberly Horn 1,872,534 Janet Liang 640,943 Arthur Southam 521,405 Ruth Williams-Brinkley 1,288,433 Thomas Meier 95,030 Donald Orndoff 147,967 Alfonse Upshaw 135,880 Frank Titus 117,033 William Wiechmann 43,391 SOME OF THE PARTICIPANTS LISTED IN SCHEDULE J, PART II PARTICIPATED IN NONQUALIFIED SUPPLEMENTAL RETIREMENT PLANS. UNDER THESE PLANS, THE ORGANIZATION MAKES ANNUAL CONTRIBUTIONS TO A NOTIONAL ACCOUNT ON BEHALF OF EACH PARTICIPANT. CONTRIBUTIONS VARY BY POSITION, LEVEL AND PAY, AND VEST OVER TIME BASED ON AGE AND/OR SERVICE. PARTICIPANT ACCOUNTS ARE CREDITED WITH A FIXED RATE OF INTEREST, INVESTED IN AVAILABLE MUTUAL FUNDS OR A COMBINATION OF BOTH. CERTAIN OFFICERS ACCRUE A BENEFIT THAT VESTS BASED ON AGE AND SERVICE AND TARGETS A PERCENTAGE OF FINAL AVERAGE PAY LESS PRIOR PLAN OFFSETS. UNVESTED AMOUNTS ARE SUBJECT TO RISK OF FORFEITURE.
SCHEDULE J, PART I, LINE 7
NON-FIXED PAYMENTS THE ORGANIZATION PROVIDED NON-FIXED PAYMENTS TO SOME OF THE PERSONS LISTED. PAYMENTS WERE MADE UNDER DISCRETIONARY BONUS PROGRAMS AND INCENTIVE PLANS, BASED ON ATTAINMENT OF ORGANIZATIONAL PERFORMANCE GOALS AND INDIVIDUAL PERFORMANCE, DESIGNED TO SUPPORT THE ORGANIZATION'S MISSION TO PROVIDE HIGH-QUALITY, AFFORDABLE CARE AND IMPROVE THE HEALTH OF ITS MEMBERS AND THE COMMUNITIES IT SERVES. THE PLANS' ORGANIZATIONAL PERFORMANCE GOALS INCLUDED: QUALITY OF CARE AND SERVICE, MEMBERSHIP GROWTH, OPERATING INCOME, PER MEMBER EXPENSE TREND, AND COMMUNITY BENEFIT. PLAN DESIGNS, PERFORMANCE, AND PAYOUT LEVELS, AS WELL AS INDIVIDUAL PAYMENTS TO CERTAIN PERSONS, WERE REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS, COMPRISED OF INDEPENDENT DIRECTORS.
SCHEDULE J, PART I, LINE 8
CERTAIN AMOUNTS REPORTED IN FORM 990, PART VII, WERE PAID OR ACCRUED PURSUANT TO A CONTRACT THAT WAS SUBJECT TO THE INITIAL CONTRACT EXCEPTION DESCRIBED IN REGULATIONS SECTION 53.4958-4(A)(3). FIXED PAYMENTS WERE PAID TO OR ACCRUED FOR 3 OFFICERS IN 2023.
SCHEDULE J, PART II, SECTION A, COLUMN F
AMOUNTS INCLUDED IN SCHEDULE J, PART II, COLUMN F INCLUDE AMOUNTS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION, AS WELL AS DISTRIBUTIONS FROM A 457(B) PLAN THAT WERE PREVIOUSLY REPORTED AS REPORTABLE COMPENSATION IN ACCORDANCE WITH FORM 990 INSTRUCTIONS.

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.

Provenance

Return type
form_990
Tax year
2023
Filed
24 October 2024
IRS schema version
2023v5.1
Source object
202403209349303245

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.