Nonprofit · EIN 38-2356288
UNIVERSITY OF MICHIGAN HEALTH PLAN
Tax-exempt · EAST LANSING, MI 48823
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $142,942,288 | $178,345,352 | -$35,403,064 | $98,221,735 | $66,268,959 | $31,952,776 |
| December 31, 2023 | 990 | $164,458,702 | $195,136,249 | -$30,677,547 | $79,342,275 | $37,855,612 | $41,486,663 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $142,105,015
- Investment income
- $837,273
- Net gain from sales of assets
- $72,567
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $120,751,291
- Compensation of officers, directors and key employees
- $2,000,762
- Other salaries and wages
- $8,701,931
- Salaries, compensation and benefits (total)
- $12,927,286
- Professional fundraising fees
- $0
- Legal fees
- $8,914
- Accounting fees
- $165,148
- Occupancy
- $113,817
- Travel
- $42,943
- Depreciation
- $2,600,561
- Program services (functional)
- $167,934,675
- Management and general (functional)
- $10,410,677
Balance sheet and other
- Total assets, start of year
- $78,218,278
- Total assets, end of year
- $98,221,735
- Total liabilities, end of year
- $66,268,959
- Net assets, end of year
- $31,952,776
- Land, buildings and equipment
- $3,340,099
- Publicly traded securities
- $2,457,557
- Net assets without donor restrictions
- $31,952,776
- Gross receipts
- $155,408,433
- Employees
- 205
- Year formed
- 1980
- State of legal domicile
- MI
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.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ERIC STRUCKO | TREASURER Trustee or director, Officer | 1 | $0 | $1,414,102 | $224,131 |
| MARGARET DIMOND | PRES/CEO-UMH Trustee or director, Officer | 1 | $0 | $1,369,566 | $94,544 |
| KEITH DICKEY | CHAIR Trustee or director, Officer | 1 | $0 | $1,036,417 | $165,596 |
| JAMES F DOVER | FMR PRES-UMH Former | – | $0 | $1,051,835 | $35,605 |
| IFTIKER AHMAD MD | FORMER DIREC Former | 0 | $0 | $602,494 | $69,800 |
| DOUGLAS EDEMA MD | DIRECTOR Trustee or director | 1 | $0 | $582,711 | $35,437 |
| JOSEPH RUTH | FORMER DIREC Former | 0 | $0 | $501,992 | $17,732 |
| KIMBERLEY ROSS | DIRECTOR Trustee or director | 1 | $0 | $460,117 | $53,695 |
| DENNIS REESE | FORMER PRES Former | 0 | $436,478 | $0 | $68,256 |
| PAULA REICHLE | FORMER TREAS Former | 0 | $0 | $472,508 | $27,205 |
| TIMOTHY PETERSON M D | DIRECTOR Trustee or director | 40 | $0 | $420,764 | $14,262 |
| WALTER BRIGGS | VP OPERATION Highest-paid employee | 40 | $199,463 | $0 | $52,296 |
| PHYLLIS FISHER | VP OPERATION Highest-paid employee | 40 | $202,446 | $0 | $40,710 |
| NICOLE WERNER | FORMER CFO Former | 0 | $202,632 | $0 | $34,310 |
| KENNETH WALKER | DIR OF NETWO Highest-paid employee | 40 | $173,264 | $0 | $54,850 |
8 more people on this return
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JENNIFER JOHNSTON | VP SALES & M Highest-paid employee | 40 | $198,649 | $0 | $22,434 |
| ANN HUNT-FUGATE RPH | MGR CLINICAL Highest-paid employee | 40 | $173,227 | $0 | $42,752 |
| ANDREA KOSLOSKI | FORMER DIREC Former | 0 | $0 | $112,189 | $16,269 |
| SHARON WILLIAMS | PRESIDENT Officer | 40 | $99,000 | $0 | $0 |
| JOHN PIRICH | DIRECTOR Trustee or director | 1 | $0 | $1,560 | $0 |
| KEVIN ALBOSTA | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| RICHARD BRUNER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| AUDREY LIANGYUE-WANLING FAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 18 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KEITH DICKEY | CHAIR Trustee or director, Officer | 1 | $0 | $1,161,831 | $150,321 |
| JAMES F DOVER | PRES/CEO-UMH Trustee or director, Officer | 1 | $0 | $1,158,747 | $89,945 |
| JOSEPH RUTH | DIRECTOR Trustee or director | 1 | $0 | $1,113,049 | $101,260 |
| PAULA REICHLE | TREASURER Trustee or director, Officer | 1 | $0 | $721,275 | $63,325 |
| DOUGLAS EDEMA MD | DIRECTOR Trustee or director | 1 | $0 | $606,418 | $57,870 |
| JOHN AYANIAN MD | DIRECTOR Trustee or director | 1 | $0 | $550,635 | $52,777 |
| DENNIS REESE | PRESIDENT & Officer | 40 | $455,915 | $0 | $69,849 |
| NICOLE WERNER | FORMER CFO Officer | 40 | $224,180 | $0 | $33,714 |
| WALTER BRIGGS | DIRECTOR OF Highest-paid employee | 40 | $199,587 | $0 | $54,580 |
| JONATHAN DENGEL | OPERATION & Highest-paid employee | 40 | $200,559 | $0 | $31,208 |
| KENNETH WALKER | DIR OF NETWO Highest-paid employee | 40 | $172,677 | $0 | $52,980 |
| ANN HUNT-FUGATE RPH | MGR CLINICAL Highest-paid employee | 40 | $170,935 | $0 | $41,156 |
| JENNIFER JOHNSTON | VP SALES & M Highest-paid employee | 40 | $164,980 | $0 | $20,258 |
| ANDREA KOSLOSKI | FORMER DIREC Former | – | $0 | $140,678 | $18,171 |
| EDWARD VOZZO | FORMER CFO/C Officer | 40 | $100,000 | $0 | $10,392 |
| IFTIKER AHMAD MD | DIRECTOR Trustee or director | 1 | $0 | $55,578 | $4,296 |
| TIMOTHY PETERSON M D | DIRECTOR Trustee or director | 1 | $0 | $46,617 | $304 |
| KEVIN ALBOSTA | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1301 N HAGADORN SUITE 1E, EAST LANSING, MI 48823-2320
- In care of
- % SCOTT WILKERSON
- Principal officer (990 for 2024)
- SHARON WILLIAMS, 1301 N HAGADORN STE 1E, EAST LANSING, MI 48823
- Signed the 990
- SHARON WILLIAMS, PRESIDENT
- Phone
- (517) 364-8400
- Website
- WWW.UOFMHEALTHPLAN.ORG
- Return prepared by
- ANDREWS HOOPER PAVLIK PLC
Mission
UNIVERSITY OF MICHIGAN HEALTH PLAN'S MISSION IS TO IMPROVE THE HEALTH STATUS OF ITS MEMBERS BY FACILITATING QUALITY, COMPASSIONATE, ACCESSIBLE, COST EFFECTIVE HEALTHCARE.
Program accomplishments
- UNIVERSITY OF MICHIGAN HEALTH PLAN IS OWNED BY UNIVERSITY OF MICHIGAN HEALTH PLAN HOLDINGS, LLC AND HOLDS A CERTIFICATE OF AUTHORITY AS AN HMO IN THE STATE OF MICHIGAN. UOFM HEALTH PLAN IS PRIMARILY A COMMERCIAL HMO AND ALSO OPERATES THREE SUBSIDIARIES, PHP INSURANCE COMPANY (PHPIC), A COMMERCIAL INSURANCE COMPANY, PHP MEDICARE (PHPMA), A MICHIGAN MEDICARE PLAN, AND PHP SERVICE COMPANY (PHPTA) A THIRD PARTY ADMINISTRATOR. ALL STAFFING FUNCTIONS AND REPORTING ARE ACCOMPLISHED THROUGH THE USE OF THE SAME STAFF AS PHP. UNLESS SPECIFICALLY NOTED, ALL REFERENCES TO PHP APPLY TO PHP, PHPIC, PHPTA AND PHPMA. UOFM HEALTH PLANS SERVICE AREA INCLUDES THE MICHIGAN COUNTIES OF INGHAM, EATON, CLINTON, SHIAWASSEE, MONTCALM, GRATIOT, IONIA, JACKSON, HILLSDALE AND PORTIONS OF ISABELLA, SAGINAW, WASHTENAW, AND LENAWEE. UOFM HEALTH INSURANCE COMPANY OFFERS PRODUCTS ACROSS MICHIGAN. AS OF DECEMBER 31, 2024, THERE WERE APPROXIMATELY 28,100 ENROLLEES IN UOFM HEALTH PLANS' COMMERCIAL HMO, 25,300 IN TPA, 2,300 IN UOFM HEALTH INSURANCE COMPANY, AND 8,300 ENROLLEES IN UM HEALTH MEDICARE. THE UOFM HEALTH PLAN NETWORK IS APPROXIMATELY 3,068 PRIMARY CARE PHYSICIANS, 5,503 SPECIALTY CARE PHYSICIANS, 3,906 ALLIED HEALTH PROFESSIONALS, 3,482 BEHAVIORAL HEALTH PROVIDERS AND 746 ORGANIZATIONAL PROVIDERS THAT INCLUDE 60 HOSPITALS. UOFM HEALTH PLAN CONTRACTS WITH VARIOUS HDNS WHO PROVIDE HEALTHCARE SERVICES TO MEMBERS. UOFM HEALTH PLANS COMMITMENT IS TO DEVELOP AND DELIVER QUALITY MANAGED CARE PRODUCTS AT REASONABLE COSTS FOR ITS MEMBERS. UOFM HEALTH PLANS SUCCESS IN MANAGING HEALTH CARE IS DUE IN PART TO THE EXTENSIVE NETWORK OF PARTICIPATING PROVIDERS IN THE HDN NETWORK. THIS ARRANGEMENT ALLOWS THE MEMBERS TO ACCESS A WIDE VARIETY OF INDEPENDENT PROVIDERS WITHIN EACH HDN INCLUDING PHYSICIANS, HOSPITALS, PHARMACIES, SKILLED NURSING FACILITIES, AND ALLIED HEALTH PROFESSIONALS. UOFM HEALTH PLAN MEMBERS MAY ALSO RECEIVE CARE FOR SERVICES FROM A NONPARTICIPATING PROVIDER IF SUCH REFERRAL IS RECOMMENDED BY AN HDN PARTICIPATING PHYSICIAN AND THE SERVICE REQUIRED FOR TREATMENT, AS DETERMINED BY HDN, IS NOT AVAILABLE WITHIN THE HDNS NETWORK. UOFM HEALTH PLAN OFFERS A VARIETY OF HEALTHCARE PROGRAMS, OR PRODUCTS TO GROUPS AND INDIVIDUALS. UOFM HEALTH PLAN OFFERS CHOICES THAT PROVIDE COVERAGE WITHIN THE NETWORK OF CONTRACTED HDN PROVIDERS, LIMITED COVERAGE OUTSIDE OF THE UOFM HEALTH PLAN NETWORK, VARIOUS LEVELS OF DEDUCTIBLES, CO-PAYMENTS, AND COVERAGE LIMITS, ALL OF WHICH ARE DESIGNED TO BE RESPONSIVE TO CUSTOMER NEEDS. UOFM HEALTH PLAN MEASURES THE QUALITY OF CARE PROVIDED TO ITS ENROLLEES THROUGH ANNUAL REVIEW OF INDICATORS SUCH AS: - DISEASE MANAGEMENT PROGRAM PARTICIPATION AND OUTCOMES. - QUALITY OF CARE CONCERNS. - HEDIS MEASURES THE HEALTH PLAN EFFECTIVENESS DATA AND INFORMATION SET (HEDIS) IS A GROUP OF NATIONALLY RECOGNIZED MEASURES OF HEALTH PLANS PERFORMANCE IN A VARIETY OF CLINICAL AND NON-CLINICAL AREAS. UOFM HEALTH PLAN USES THE EFFECTIVENESS OF CARE MEASURES TO DETERMINE PROGRESS AND IMPROVEMENT IN AREAS SUCH AS: - DIABETES, - ASTHMA, - DEPRESSION AND FOLLOW-UP AFTER MENTAL HEALTH ADMISSIONS, - BREAST AND CERVICAL CANCER SCREENING, - USE OF BETA-BLOCKERS AFTER HEART ATTACKS, - CHILD AND ADOLESCENT IMMUNIZATIONS, - CHOLESTEROL MANAGEMENT, - CONTROLLING HIGH BLOOD PRESSURE, - SMOKING CESSATION, - PRENATAL AND POSTPARTUM CARE, AND - TREATMENT OF CHILDHOOD RESPIRATORY INFECTIONS. UOFM HEALTH PLAN MEASURES THE QUALITY OF SERVICE PROVIDED TO ITS ENROLLEES BY THE REVIEW OF PERFORMANCE MEASURES RELATED TO: - ACCESS AND AVAILABILITY OF PROVIDERS, - ENROLLEE COMPLAINTS AND APPEALS, - CUSTOMER SERVICE TELEPHONE ACCESS PERFORMANCE, AND - MEMBER ASSESSMENT: THE CONSUMER ASSESSMENT OF HEALTHCARE PROVIDERS AND SYSTEMS (CAHPS) SURVEY GIVES A GENERAL INDICATION OF HOW WELL THE ORGANIZATION MEETS MEMBERS EXPECTATIONS. THE UOFM HEALTH PLAN QI PROGRAM IS ULTIMATELY ACCOUNTABLE TO THE BOARD OF DIRECTORS. IN 2021 UOFM HEALTH PLAN RECEIVED FULL ACCREDITATION STATUS FROM URAC FOR BOTH HEALTH PLAN ACCREDITATION AND HEALTH PLAN ACCREDITATION WITH HEALTH INSURANCE MARKETPLACE. URAC ACCREDITATION SIGNIFIES AN ISSUER HAS UNDERGONE AND PASSED A RIGOROUS AND INDEPENDENT REVIEW OF ITS OPERATION, INCLUDING THE QUALITY OF CARE AND LEVEL OF SERVICE PROVIDED TO ENROLLEES. ACCREDITATION HEALTH PLAN STANDARDS INCORPORATE MARKET TRENDS AND ADDRESS MAJOR POLICY ISSUES WHILE ALIGNING WITH CORE REQUIREMENTS FOUND IN THE AFFORDABLE CARE ACT. UOFM HEALTH PLAN HAS BEEN ACCREDITED BY URAC UNDER THE HEALTH PLAN STANDARDS SINCE 2012. THE CURRENT ACCREDITATION IS EFFECTIVE THROUGH JULY 1, 2024 AT WHICH TIME REACCREDITATION WILL OCCUR.Expenses $167,934,675 · revenue $142,105,015
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 38-2356288
- Tax-exempt status
- 501(c)(4): Social welfare organization
- Donations deductible
- No
- Exempt since
- 1982
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $98,221,735
- Income (IRS master file)
- $155,408,433
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $142,942,288 | $178,345,352 | $98,221,735 | XML |
| 990 | December 2023 | $164,458,702 | $195,136,249 | $79,342,275 | XML |
| 990 | December 2022 | $166,036,259 | $184,723,980 | $60,797,102 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 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 38-2356288).
Questions about UNIVERSITY OF MICHIGAN HEALTH PLAN
- What is the EIN of UNIVERSITY OF MICHIGAN HEALTH PLAN?
- The employer identification number (EIN) of UNIVERSITY OF MICHIGAN HEALTH PLAN is 38-2356288.
- Is UNIVERSITY OF MICHIGAN HEALTH PLAN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(4) since 1982.
- Are donations to UNIVERSITY OF MICHIGAN HEALTH PLAN tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does UNIVERSITY OF MICHIGAN HEALTH PLAN 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 UNIVERSITY OF MICHIGAN HEALTH PLAN 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 UNIVERSITY OF MICHIGAN HEALTH PLAN 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 UNIVERSITY OF MICHIGAN HEALTH PLAN?
- The 990 for the year ended December 31, 2024 names SHARON WILLIAMS.
- Who are the officers and directors of UNIVERSITY OF MICHIGAN HEALTH PLAN?
- The 990 for the year ended December 31, 2024 lists 23 people; 8 received compensation from the organization.
- How much revenue does UNIVERSITY OF MICHIGAN HEALTH PLAN have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $142,942,288, expenses of $178,345,352 and total assets of $98,221,735 at year end.
Other nonprofits in EAST LANSING
- MICHIGAN EDUCATION SPECIAL SERVICES ASSOCIATION EIN 38-1641634 · last filed 990 for 2024
- MSU HEALTH CARE INC EIN 83-2236308 · last filed 990 for 2025
- PHYSICIANS HEALTH NETWORK EIN 38-2594856 · last filed 990 for 2024
- UNIVERSITY OF MICHIGAN HEALTH MEDICARE EIN 83-2766121 · last filed 990 for 2024
- MICHIGAN EDUCATION ASSOCIATION EIN 38-0827000 · last filed 990-N for 2024
- MICHIGAN STATE UNIVERSITY FOUNDATION EIN 23-7326030 · last filed 990 for 2025
- BURCHAM HILLS RETIREMENT CENTER II EIN 38-2834545 · last filed 990 for 2025
- ASSOCIATION FOR CHILD DEVELOPMENT EIN 38-2068563 · last filed 990 for 2025