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← Genesis Health System Workers' Compensation Plan and Trust

Form 990 for tax year 2023

Filed by Genesis Health System Workers' Compensation Plan and Trust.

Totals

Total revenue
-$56,154
Total expenses
$11,045
Contributions and grants received
$0
Grants paid
$0
Program service revenue
not reported
Investment income
not reported
Other revenue
not reported
Total assets, end of year
not reported
Total liabilities, end of year
not reported
Net assets or fund balances, end of year
not reported
Program services expenses (Part IX)
$9,051
Management and general expenses
$1,994
Fundraising expenses
$0
Program service expenses (Part III)
$9,051

Program services were 81.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JOSEPH MALAS

    TRUSTEE, PLAN ADMINSTRATOR & VP FIN

    Total calculated
    $500,963
    From this org
    $0
    From related orgs
    $474,039
    Other
    $26,924
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $361,568 related
    Bonus
    $0 + $36,593 related
    Other
    $0 + $75,878 related
    Deferred
    $0 + $7,500 related
    Nontaxable benefits
    $0 + $19,424 related
    Filer's total
    $0 + $500,963 related

  • THERESA MAIN

    TRUSTEE; PRESIDENT GMC SILVIS

    Total calculated
    $489,839
    From this org
    $0
    From related orgs
    $455,225
    Other
    $34,614
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $344,776 related
    Bonus
    $0 + $35,547 related
    Other
    $0 + $74,902 related
    Deferred
    $0 + $6,500 related
    Nontaxable benefits
    $0 + $28,114 related
    Filer's total
    $0 + $489,839 related

  • HEIDI KAHLY-MCMAHON

    TRUSTEE; VP HUMAN RESOURCES

    Total calculated
    $483,359
    From this org
    $0
    From related orgs
    $446,797
    Other
    $36,562
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $326,284 related
    Bonus
    $0 + $33,698 related
    Other
    $0 + $86,815 related
    Deferred
    $0 + $7,325 related
    Nontaxable benefits
    $0 + $29,237 related
    Filer's total
    $0 + $483,359 related

  • SIGRID ZAEHRINGER

    TRUSTEE; ASSOCIATE COUNSEL

    Total calculated
    $179,900
    From this org
    $0
    From related orgs
    $163,203
    Other
    $16,697
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $162,941 related
    Bonus
    $0
    Other
    $0 + $262 related
    Deferred
    $0 + $3,882 related
    Nontaxable benefits
    $0 + $12,815 related
    Filer's total
    $0 + $179,900 related

  • BRANDI TIESMAN

    TRUSTEE; DIRECTOR HR ACUTE

    Total calculated
    $167,435
    From this org
    $0
    From related orgs
    $139,385
    Other
    $28,050
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $131,462 related
    Bonus
    $0 + $6,915 related
    Other
    $0 + $1,008 related
    Deferred
    $0 + $3,343 related
    Nontaxable benefits
    $0 + $24,707 related
    Filer's total
    $0 + $167,435 related

  • CAROLYN POTTS

    TRUSTEE; RISK COORDINATOR

    Total calculated
    $106,723
    From this org
    $0
    From related orgs
    $95,233
    Other
    $11,490
    Hours/week
    1 + 39 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

  • 4b · Supplemental nonqualified retirement plan

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

The filer's explanations (Part III)

PART I, LINE 3
GENESIS HEALTH SYSTEM WORKERS' COMPENSATION PLAN AND TRUST RELIES ON GENESIS HEALTH SYSTEM TO DETERMINE THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIALS, OFFICERS, AND TRUSTEES. GENESIS HEALTH SYSTEM USED THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THESE INDIVIDUALS: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - WRITTEN EMPLOYMENT CONTRACT - COMPENSATION SURVEY OR STUDY, AND - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
PART I, LINE 4B
THE FOLLOWING INDIVIDUALS PARTICIPATED IN A SUPPLEMENTAL ROTH INDEXED UNIVERSAL LIFE (IUL) PLAN IN 2023 SPONSORED BY GENESIS HEALTH SYSTEM. GENESIS HEALTH SYSTEM MAKES AN ANNUAL CONTRIBUTION TO THE IUL ON BEHALF OF THE PARTICIPANTS. THE FOLLOWING AMOUNTS RELATED TO THIS BENEFIT ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: JOSEPH MALAS - $73,187 THERESA MAIN - $71,094 HEIDI KAHLY-MCMAHON - $84,245

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.

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.

Provenance

Return type
form_990
Tax year
2023
Filed
15 May 2025
IRS schema version
2023v6.0
Source object
202501359349301845

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