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Nonprofit · EIN 31-1471229

MOUNT CARMEL HEALTH PLAN INC

Tax-exempt · COLUMBUS, OH 43213

Financials

$583.7M$549.2M2023$598.5M$571M2024
Revenue Expenses · by fiscal year end
Financials of MOUNT CARMEL HEALTH PLAN INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$598,543,717$571,018,237$27,525,480$501,777,966$82,525,095$419,252,871
December 31, 2023990$583,723,896$549,194,606$34,529,290$489,379,422$89,284,053$400,095,369
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$571,992,372
Investment income
$18,730,538
Net gain from sales of assets
$4,929,658
Other revenue
$7,820,807

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$2,278,765
Other salaries and wages
$18,985,700
Salaries, compensation and benefits (total)
$25,025,520
Professional fundraising fees
$0
Legal fees
$94
Accounting fees
$286,162
Travel
$80,515
Depreciation
$209,185
Program services (functional)
$537,816,562
Management and general (functional)
$33,201,675

Balance sheet and other

Total assets, start of year
$489,379,422
Total assets, end of year
$501,777,966
Total liabilities, end of year
$82,525,095
Net assets, end of year
$419,252,871
Land, buildings and equipment
$3,663,720
Publicly traded securities
$419,419,445
Net assets without donor restrictions
$419,252,871
Gross receipts
$598,543,717
Employees
0
Volunteers
6
Year formed
1996
State of legal domicile
OH

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
LORRAINE LUTTONDIRECTOR & MOUNT CARMEL CEO THR 6/24
Trustee or director, Officer
2$0$1,593,270$310,232
JACK RANDOLPHDIRECTOR; PRESIDENT & CEO
Trustee or director, Officer
45$0$922,877$198,404
TAUANA MCDONALDDIRECTOR & MOUNT CARMEL CEO AT 7/24
Trustee or director
2$0$842,723$66,881
ANDY PRIDAYMOUNT CARMEL CFO
Officer
2$0$549,581$35,089
DANIEL WENDORFF MDFRMR OFF;PRES,MC HLTH PTNRS THR11/24
Former
0$0$503,479$51,714
GREG WISE MDMEDICAL DIRECTOR MCHP
Key employee
42$0$434,319$32,473
DAVID VISASST TREASURER;VP FINANCE OPERATIONS
Officer
40$0$399,687$44,341
PETER CONSTANTCHIEF STRATEGIC GROWTH OFFICER MCHP
Highest-paid employee
50$0$364,540$62,126
CARLOS ALVARADOCHIEF ADMINISTRATIVE OFFICER MCHP
Key employee
40$0$332,745$54,963
PATRICK MCMAHONVP, NETWORK DEVELOPMENT MCHP
Highest-paid employee
50$0$320,362$40,423
MEREDITH MUCHADIR AT 3/24; MCHS DIR MEDICAL EDUC
Trustee or director
2$0$329,622$22,330
TRAVIS DUESDIRECTOR, SALES MCHP
Highest-paid employee
50$0$274,998$49,781
ANGELA THOMASVICE PRESIDENT, HEALTH SERVICES MCHP
Highest-paid employee
50$0$229,553$35,249
TRISHA WHETSTONEASST SECRETARY; MCHS ASSOC COUNSEL
Officer
2$0$219,465$44,947
PATRICIA SUFFERNCHIEF COMPLIANCE OFFICER MCHP
Highest-paid employee
50$0$226,201$30,917
6 more people on this return
NameTitleHours / weekCompensation
STEVE LUNDREGANDIRECTOR; CHAIR
Trustee or director, Officer
2$0
JOSEPH PATRICK JRDIRECTOR; TREASURER; SECRETARY
Trustee or director, Officer
2$0
CATHY EDDYDIRECTOR
Trustee or director
2$0
TODD FOXDIRECTOR
Trustee or director
2$0
CHARLES HICKEYDIRECTOR AS OF 3/24
Trustee or director
2$0
JILL PHLEGARDIRECTOR
Trustee or director
2$0
990 for the year ended December 31, 2023: 19 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
LORRAINE LUTTONDIRECTOR; MOUNT CARMEL CEO
Trustee or director, Officer
2$0$1,423,100$298,936
JACK RANDOLPHDIRECTOR; PRESIDENT & CEO
Trustee or director, Officer
45$0$767,255$190,083
ANDY PRIDAYMOUNT CARMEL CFO
Officer
2$0$506,911$73,151
DANIEL WENDORFF MDFORMER OFF; PRES, MC HEALTH PARTNERS
Former
0$0$518,048$53,028
GREG WISE MDMEDICAL DIRECTOR MCHP
Key employee
40$0$415,213$32,654
PETER CONSTANTCHIEF STRATEGIC GROWTH OFFICER
Highest-paid employee
50$0$349,025$54,715
DAVID VISASST TREASURER;VP FINANCE OPERATIONS
Officer
40$0$369,635$18,414
CARLOS ALVARADOCHIEF ADMINISTRATIVE OFFICER
Key employee
40$0$303,036$44,568
PATRICK MCMAHONVICE PRESIDENT, NETWORK DEVELOPMENT
Highest-paid employee
50$0$310,347$15,801
CHRIS TUROFFDIRECTOR, PHARMACY MCHP
Highest-paid employee
50$0$269,681$15,470
TRISHA WHETSTONEASST SECRETARY; MCHS ASSOC COUNSEL
Officer
2$0$198,615$43,944
PATRICIA SUFFERNCHIEF COMPLIANCE OFFICER MCHP
Highest-paid employee
50$0$217,219$24,253
ANGELA THOMASVICE PRESIDENT, HEALTH SERVICES MCHP
Highest-paid employee
50$0$205,099$28,570
KRISTINE SLAM MDDIRECTOR THR 7/23; MCHS MED DIRECTOR
Trustee or director
2$0$18,176$0
STEVE LUNDREGANDIRECTOR; CHAIR
Trustee or director, Officer
2$0$0$0
JOSEPH PATRICK JRDIRECTOR; TREASURER; SECRETARY
Trustee or director, Officer
2$0$0$0
CATHY EDDYDIRECTOR
Trustee or director
2$0$0$0
TODD FOXDIRECTOR
Trustee or director
2$0$0$0
JILL PHLEGARDIRECTOR
Trustee or director
2$0$0$0

Address and contacts

Address (IRS master file)
5955 E BROAD ST, COLUMBUS, OH 43213-1559
Principal officer (990 for 2024)
JACK RANDOLPH, 3100 EASTON SQUARE PL 300, COLUMBUS, OH 432196290
Signed the 990
BRIAN ZIMMERMAN, VP FINANCE AND CFO
Phone
(614) 546-4000

Mission

WE, MOUNT CARMEL AND TRINITY HEALTH, SERVE TOGETHER IN THE SPIRIT OF THE GOSPEL AS A COMPASSIONATE AND TRANSFORMING HEALING PRESENCE WITHIN OUR COMMUNITIES.MOUNT CARMEL HEALTH PLAN IS A MEMBER OF MOUNT CARMEL AND TRINITY HEALTH.

990 for the year ended December 31, 2024

Program accomplishments

  • MOUNT CARMEL HEALTH PLAN WAS FORMED IN 1996 FOR THE PURPOSE OF PROVIDING COMPREHENSIVE HEALTH CARE COVERAGE TO SENIORS IN CENTRAL OHIO AS A WHOLLY OWNED SUBSIDIARY OF MOUNT CARMEL HEALTH SYSTEM, A TAX-EXEMPT HEALTH CARE SYSTEM UNDER IRC SECTION 501(C)(3). THE SERVICE AREA WAS EXPANDED TO COVER PARTS OF IOWA IN 2021. MOUNT CARMEL HEALTH PLAN IS A NONPROFIT ORGANIZATION THAT OFFERS BENEFITS THROUGH A MEDICARE ADVANTAGE PLAN (MEDIGOLD) APPROVED BY THE CENTERS OF MEDICARE AND MEDICAID SERVICES (CMS) THAT REPLACES TRADITIONAL MEDICARE COVERAGE. MEDIGOLD SERVES SENIORS AND OTHER MEDICARE BENEFICIARIES IN 62 OHIO COUNTIES AND 58 IOWA COUNTIES.MOUNT CARMEL HEALTH PLAN ENTERED INTO A CONTRACT WITH CMS IN 1996 AS PART OF A DEMONSTRATION PROGRAM TO DETERMINE THE EFFECTIVENESS OF HEALTH CARE PROVIDERS IN PROVIDING MEDICARE COVERAGE TO SENIORS. MEDIGOLD MEMBERS ELECT TO HAVE MOUNT CARMEL HEALTH PLAN (INSTEAD OF THE FEDERAL GOVERNMENT) ADMINISTER THE BENEFITS OF MEDICARE PART A AND PART B, AND MEDIGOLD ALSO OFFERS PHARMACEUTICAL COVERAGE UNDER MEDICARE PART D. MOUNT CARMEL HEALTH PLAN IS REQUIRED TO PROVIDE COVERAGE FOR EVERYTHING THAT THE FEDERAL MEDICARE PROGRAM COVERS, PLUS MEDIGOLD ALSO COVERS ADDITIONAL ITEMS SUCH AS: UNLIMITED INPATIENT HOSPITAL DAYS COVERED AT 100% WITH NO DEDUCTIBLE; OUTPATIENT SURGERY FOR A SMALL CO-PAYMENT; DIAGNOSTIC AND TESTING SERVICES FOR A SMALL CO-PAYMENT; HOME HEALTH CARE AND SKILLED NURSING CARE COVERAGE WHEN NECESSARY; PRESCRIPTION DRUG BENEFITS; PHYSICIAN OFFICE VISITS WITH FIXED CO-PAYMENTS; AND UNLIMITED GENERIC DRUG COVERAGE.MOUNT CARMEL HEALTH PLAN HAS BEEN RECOGNIZED FREQUENTLY AS THE PLAN THAT PROVIDES THE "BEST VALUE TO SENIORS" IN THE CENTRAL OHIO MARKET AS MEASURED BY INDEPENDENT SOURCES ALONG WITH CONSISTENTLY RECEIVING THE HIGHEST MARKS FOR CUSTOMER SATISFACTION AND SERVICE IN THE STATE OF OHIO AS MEASURED BY THE CMS CAHPS SURVEYS. AS AN INTEGRAL PART OF MOUNT CARMEL HEALTH SYSTEM, MOUNT CARMEL HEALTH PLAN IS A COMMUNITY-BASED MANAGED HEALTH CARE ORGANIZATION THAT WORKS IN COLLABORATION WITH EMPLOYERS, INDIVIDUAL MEMBERS, PHYSICIANS, HEALTH CARE PROVIDERS, AND COMMUNITY AND GOVERNMENTAL AGENCIES TO CONTINUALLY IMPROVE THE HEALTH OF ITS MEMBERS BY PROVIDING EXCEPTIONAL COVERAGE AND ACCESS TO HIGH QUALITY AND COST-EFFECTIVE CARE. PLEASE VISIT OUR WEBSITE FOR ADDITIONAL INFORMATION: WWW.THPMEDICARE.ORG/MOUNT-CARMEL
    Expenses $537,816,562 · revenue $579,813,179

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
31-1471229
Tax-exempt status
501(c)(4): Social welfare organization
Donations deductible
No
Exempt since
2007
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Health care (E310)
Assets (IRS master file)
$501,777,966
Income (IRS master file)
$598,543,717

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$598,543,717$571,018,237$501,777,966XML
990December 2023$583,723,896$549,194,606$489,379,422XML
990December 2022$560,054,340$530,679,788$479,700,585IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990December 2017–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 31-1471229).

Questions about MOUNT CARMEL HEALTH PLAN INC

What is the EIN of MOUNT CARMEL HEALTH PLAN INC?
The employer identification number (EIN) of MOUNT CARMEL HEALTH PLAN INC is 31-1471229.
Is MOUNT CARMEL HEALTH PLAN INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(4) since 2007.
Are donations to MOUNT CARMEL HEALTH PLAN INC tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does MOUNT CARMEL HEALTH PLAN INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of MOUNT CARMEL HEALTH PLAN INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MOUNT CARMEL HEALTH PLAN INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of MOUNT CARMEL HEALTH PLAN INC?
The 990 for the year ended December 31, 2024 names JACK RANDOLPH.
Who are the officers and directors of MOUNT CARMEL HEALTH PLAN INC?
The 990 for the year ended December 31, 2024 lists 21 people; 0 received compensation from the organization.
How much revenue does MOUNT CARMEL HEALTH PLAN INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $598,543,717, expenses of $571,018,237 and total assets of $501,777,966 at year end.

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