- Revenue 2024
- $1,502,964,953
- Expenses 2024
- $1,504,996,026
Program services were 96.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 04
- Classification
- 1000
- Street
- PO BOX 8000
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Mission and programs · 2024
Mission
SECURITY HEALTH PLAN'S MISSION IS TO ENRICH LIVES TO HELP CONSUMERS AND COMMUNITIES REACH THEIR BEST HEALTH BY ENSURING ACCESS TO AFFORDABLE AND HIGH QUALITY HEALTH INSURANCE.
Activities or mission (Part I)
IMPROVE MEMBERS' HEALTH, MANAGE THEIR COSTS, PROVIDE HIGH QUALITY HEALTH EXPERIENCE
-
SECURITY HEALTH PLAN OF WISCONSIN, INC. (SHP) PROVIDES A NETWORK FOR PREPAID HEALTH CARE SERVICES TO APPROXIMATELY 225,000 MEMBERS. IN 2024, 35% OF SHP ENROLLMENT WAS FROM EMPLOYER GROUPS AND DIRECT PAY SUBSCRIBERS WITHIN THE HEALTHCARE, MANUFACTURING, GOVERNMENT, AND DAIRY INDUSTRIES; 31% FROM MEDICAID; 2% FROM MEDICARE SUPPLEMENT; 32% WAS FROM MEDICARE ADVANTAGE. SHP ALSO OFFERS ADMINISTRATIVE SERVICES ONLY CONTRACTS (ASO) TO SELF-INSURED GROUPS. SHP OFFERS COMMUNITY RATING FOR MEDICARE SUPPLEMENT MEMBERS PARTICIPATING IN THE MEDICAID HMO. IN ADDITION, SHP OFFERS COVERAGE TO INDIVIDUALS AND LARGE AND SMALL GROUPS, WITH PORTABILITY UPON LEAVING THE GROUP. SHP PARTICIPATES IN MEDICAL RESEARCH, EDUCATION OF OUR MEMBERS, COMMUNITY EDUCATION, CANCER SCREENING TESTS, AND THE MEDICARE ADVANTAGE PROGRAM.
Expenses $1,455,108,131 · Grants $52,100 · Revenue $1,485,578,528
As filed on the 2024 return.
Officers and directors · 2024
As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
Michael LuebkeMICHAEL LUEBKE
CHAIR (THRU FEB 2024)
- Total calculated
- $11,000
- From this org
- $0
- From related orgs
- $11,000
- Other
- $0
- Hours/week
- 1 + 4 related
-
Terry FranklandTERRY FRANKLAND
CHAIR
- Total calculated
- $19,000
- From this org
- $0
- From related orgs
- $19,000
- Other
- $0
- Hours/week
- 1 + 4 related
-
Tom WenzelTOM WENZEL
VICE CHAIR
- Total calculated
- $8,000
- From this org
- $0
- From related orgs
- $8,000
- Other
- $0
- Hours/week
- 1 + 4 related
-
Mark BradleyMARK BRADLEY
SECRETARY (THRU FEB 2024)
- Total calculated
- $5,500
- From this org
- $0
- From related orgs
- $5,500
- Other
- $0
- Hours/week
- 1 + 6 related
-
Elvis Peter MDELVIS PETER MD
SECRETARY
- Total calculated
- $860,440
- From this org
- $0
- From related orgs
- $812,372
- Other
- $48,068
- Hours/week
- 1 + 56 related
Schedule J breakdown matched by us
- Base
- $0 + $793,788 related
- Bonus
- $0
- Other
- $0 + $18,584 related
- Deferred
- $0 + $8,625 related
- Nontaxable benefits
- $0 + $39,443 related
- Filer's total
- $0 + $860,440 related
-
Tom EvertTOM EVERT
TREASURER
- Total calculated
- $10,500
- From this org
- $0
- From related orgs
- $10,500
- Other
- $0
- Hours/week
- 1 + 4 related
-
Mary Jo JohnsonMARY JO JOHNSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Samantha Klebe DoSAMANTHA KLEBE DO
BOARD MEMBER/MCHS CMO
- Total calculated
- $739,860
- From this org
- $0
- From related orgs
- $703,503
- Other
- $36,357
- Hours/week
- 1 + 54 related
Schedule J breakdown matched by us
- Base
- $0 + $476,625 related
- Bonus
- $0 + $201,334 related
- Other
- $0 + $25,544 related
- Deferred
- $0 + $8,625 related
- Nontaxable benefits
- $0 + $27,732 related
- Filer's total
- $0 + $739,860 related
-
Brian Hoerneman MDBRIAN HOERNEMAN MD
BOARD MEMBER/MCHS INTERIM CEO
- Total calculated
- $1,623,181
- From this org
- $0
- From related orgs
- $1,584,168
- Other
- $39,013
- Hours/week
- 1 + 54 related
Schedule J breakdown matched by us
- Base
- $0 + $1,043,925 related
- Bonus
- $0 + $516,277 related
- Other
- $0 + $23,966 related
- Deferred
- $0 + $8,625 related
- Nontaxable benefits
- $0 + $30,388 related
- Filer's total
- $0 + $1,623,181 related
-
Matthew Oelstrom MDMATTHEW OELSTROM MD
BOARD MEMBER
- Total calculated
- $537,690
- From this org
- $0
- From related orgs
- $499,726
- Other
- $37,964
- Hours/week
- 1 + 55 related
Schedule J breakdown matched by us
- Base
- $0 + $377,912 related
- Bonus
- $0 + $121,394 related
- Other
- $0 + $420 related
- Deferred
- $0 + $8,625 related
- Nontaxable benefits
- $0 + $29,339 related
- Filer's total
- $0 + $537,690 related
-
Alpa Shah MDALPA SHAH MD
BOARD MEMBER (THRU FEB 2024)
- Total calculated
- $292,820
- From this org
- $0
- From related orgs
- $283,360
- Other
- $9,460
- Hours/week
- 1 + 42 related
Schedule J breakdown matched by us
- Base
- $0 + $279,695 related
- Bonus
- $0
- Other
- $0 + $3,665 related
- Deferred
- $0 + $7,562 related
- Nontaxable benefits
- $0 + $1,898 related
- Filer's total
- $0 + $292,820 related
-
Krista HoglundKRISTA HOGLUND
SHP CEO
- Total calculated
- $719,685
- From this org
- $0
- From related orgs
- $679,971
- Other
- $39,714
- Hours/week
- 1 + 54 related
Schedule J breakdown matched by us
- Base
- $0 + $434,735 related
- Bonus
- $0 + $209,280 related
- Other
- $0 + $35,956 related
- Deferred
- $0 + $8,625 related
- Nontaxable benefits
- $0 + $31,089 related
- Filer's total
- $0 + $719,685 related
-
Jeanette WojtalewiczJEANETTE WOJTALEWICZ
INTERIM MCHS CFO
- Total calculated
- $972,510
- From this org
- $0
- From related orgs
- $972,510
- Other
- $0
- Hours/week
- 1 + 54 related
Schedule J breakdown matched by us
- Base
- $0
- Bonus
- $0
- Other
- $0 + $972,510 related
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $972,510 related
-
Jennifer ShermoJENNIFER SHERMO
CHIEF GROWTH OFFICER
- Total calculated
- $283,070
- From this org
- $0
- From related orgs
- $249,393
- Other
- $33,677
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $0 + $248,791 related
- Bonus
- $0
- Other
- $0 + $602 related
- Deferred
- $0 + $6,942 related
- Nontaxable benefits
- $0 + $26,735 related
- Filer's total
- $0 + $283,070 related
-
David NymanDAVID NYMAN
CHIEF OPERATING OFFICER
- Total calculated
- $295,830
- From this org
- $0
- From related orgs
- $259,374
- Other
- $36,456
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $0 + $230,666 related
- Bonus
- $0
- Other
- $0 + $28,708 related
- Deferred
- $0 + $7,117 related
- Nontaxable benefits
- $0 + $29,339 related
- Filer's total
- $0 + $295,830 related
-
Lisa BoeroLISA BOERO
CHIEF LEGAL/COMPLIANCE (THRU AUG 24)
- Total calculated
- $426,306
- From this org
- $0
- From related orgs
- $415,495
- Other
- $10,811
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $0 + $411,868 related
- Bonus
- $0
- Other
- $0 + $3,627 related
- Deferred
- $0 + $8,625 related
- Nontaxable benefits
- $0 + $2,186 related
- Filer's total
- $0 + $426,306 related
-
Chris BuelCHRIS BUEL
SHP VP OF FINANCE/CFO
- Total calculated
- $355,280
- From this org
- $0
- From related orgs
- $309,445
- Other
- $45,835
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $0 + $304,031 related
- Bonus
- $0
- Other
- $0 + $5,414 related
- Deferred
- $0 + $8,528 related
- Nontaxable benefits
- $0 + $37,307 related
- Filer's total
- $0 + $355,280 related
-
Renee SmithRENEE SMITH
CHIEF MEDICAL OFFICER
- Total calculated
- $325,234
- From this org
- $0
- From related orgs
- $298,749
- Other
- $26,485
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $0 + $250,679 related
- Bonus
- $0 + $15,000 related
- Other
- $0 + $33,070 related
- Deferred
- $0 + $8,625 related
- Nontaxable benefits
- $0 + $17,860 related
- Filer's total
- $0 + $325,234 related
-
Cathy BukowskiCATHY BUKOWSKI
FORMER MCHS CFO
- Total calculated
- $631,969
- From this org
- $0
- From related orgs
- $631,969
- Other
- $0
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0
- Bonus
- $0
- Other
- $0 + $631,969 related
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $631,969 related
-
Michael SautebinMICHAEL SAUTEBIN
FORMER SHP CHIEF ACTUARY
- Total calculated
- $229,088
- From this org
- $0
- From related orgs
- $191,456
- Other
- $37,632
- Hours/week
- 0 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $190,766 related
- Bonus
- $0
- Other
- $0 + $690 related
- Deferred
- $0 + $5,307 related
- Nontaxable benefits
- $0 + $32,325 related
- Filer's total
- $0 + $229,088 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. Earlier years are each on their own filing page.
Filings
-
2024
- Revenue
- $1,502,964,953
- Expenses
- $1,504,996,026
- Contributions
- $0
- Grants paid
- $52,100
-
2023
- Revenue
- $1,438,516,604
- Expenses
- $1,427,562,132
- Contributions
- $0
- Grants paid
- $45,425
-
2022
- Revenue
- $1,309,605,178
- Expenses
- $1,295,758,976
- Contributions
- $0
- Grants paid
- $244,047
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Other returns filed
-
2021 · 990
- Revenue
- $1,232,241,134
- Expenses
- $1,220,421,629
- Assets (EOY)
- $349,593,409
-
2020 · 990
- Revenue
- $1,284,857,928
- Expenses
- $1,192,333,009
- Assets (EOY)
- $403,336,900
-
2019 · 990
- Revenue
- $1,353,039,176
- Expenses
- $1,301,055,788
- Assets (EOY)
- $430,413,398
-
2018 · 990
- Revenue
- $1,358,332,453
- Expenses
- $1,333,035,521
- Assets (EOY)
- $397,140,210
-
2017 · 990
- Revenue
- $1,234,365,554
- Expenses
- $1,224,561,400
- Assets (EOY)
- $351,282,673
-
2016 · 990
- Revenue
- $1,188,179,729
- Expenses
- $1,176,808,214
- Assets (EOY)
- $383,970,510
-
2015 · 990
- Revenue
- $1,170,164,148
- Expenses
- $1,163,274,577
- Assets (EOY)
- $376,832,511
-
2014 · 990
- Revenue
- $1,109,894,901
- Expenses
- $1,080,934,351
- Assets (EOY)
- $346,497,044
-
2014 · 990
- Revenue
- $1,109,894,901
- Expenses
- $1,080,934,351
- Assets (EOY)
- $346,497,044
-
2013 · 990
- Revenue
- $1,010,933,140
- Expenses
- $1,036,890,165
- Assets (EOY)
- $311,385,087
Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.
Grants made
-
MARATHON COUNTY SPECIAL EDUCATION
$135,000
2022 ABCS FOR HEALTHY COMMUNITIES
-
MARATHON COUNTY SPECIAL EDUCATION
$50,000
2024 B.E.S.T. UNIVERSAL SCREENING PLATFORM
-
DC EVEREST SCHOOL DISTRICT
$30,750
2022 FITNESS/WELLNESS PROGRAM
-
2022 GENERAL SUPPORT
Grants received
No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.
Related organizations
From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.
Declared on its 2024 return
-
501(C)(3) · MEDICAL SVCS · WI
-
501(C)(3) · HOSPITAL · WI
-
501(C)(3) · HOSPITAL · WI
-
MARSHFIELD CLINIC HEALTH SYSTEM INC
501(C)(3) · SUPPORT ORG · WI
-
FAMILY HEALTH CENTER OF MARSHFIELD INC
501(C)(3) · COM HLTH CTR · WI
-
501(C)(3) · HOSPITAL · WI
-
501(C)(3) · PHILANTHROPY · WI
-
BEAVER DAM COMMUNITY HOSPITALS INC
501(C)(3) · HOSPITAL · WI
-
501(C)(3) · HOSPITAL · WI
-
DICKINSON COUNTY HEALTHCARE SYSTEM
501(C)(3) · HOSPITAL · MI
Declared as related by
-
On its 2024 return
-
LAKEVIEW MEDICAL CENTER INC OF RICE LAKE
On its 2024 return
-
SANFORD HEALTH FOUNDATION MARSHFIELD CLINIC INC
On its 2024 return
-
DICKINSON COUNTY HEALTHCARE SYSTEM
On its 2024 return
-
On its 2024 return
-
MARSHFIELD CLINIC HEALTH SYSTEM INC
On its 2024 return as a controlled entity
-
BEAVER DAM COMMUNITY HOSPITALS INC
On its 2024 return
-
On its 2024 return
-
FAMILY HEALTH CENTER OF MARSHFIELD INC
On its 2024 return
-
On its 2024 return
Taxable family
From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.
Disregarded entities on its 2024 return
-
SECURITY ADMINISTRATIVE SERVICES LLC
ADMINISTRATOR · WI · income $7,281,330 · assets $1,262,138
-
SECURITY HEALTH PLAN OF MICHIGAN LLC
ADMINISTRATOR · MI · income $0 · assets $0
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Not present in the most recent drop.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The registration facts above come from the IRS Business Master File published 13 October 2026 and read 1 November 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.