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SECURITY HEALTH PLAN OF WISCONSIN INC

EIN 39-1572880 MARSHFIELD, WI

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).

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 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 FRANKLAND

    CHAIR

    Total calculated
    $19,000
    From this org
    $0
    From related orgs
    $19,000
    Other
    $0
    Hours/week
    1 + 4 related
  • TOM WENZEL

    VICE CHAIR

    Total calculated
    $8,000
    From this org
    $0
    From related orgs
    $8,000
    Other
    $0
    Hours/week
    1 + 4 related
  • MARK 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 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 EVERT

    TREASURER

    Total calculated
    $10,500
    From this org
    $0
    From related orgs
    $10,500
    Other
    $0
    Hours/week
    1 + 4 related
  • MARY JO JOHNSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • SAMANTHA 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 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 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 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 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 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 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 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 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 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 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 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 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.

Grants made

Where these grants went next →

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

Declared as related by

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

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 IRS Business Master File ingested 5 October 2026, which is when the registration facts above were last refreshed for every organization. Returns through tax year 2024, the newest we have parsed for this organization.