Nonprofit · EIN 76-0480012
UTMB HEALTH PLANS INC
Tax-exempt · GALVESTON, TX 77555
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $427,898 | $250,099 | $177,799 | $8,054,611 | $58,428 | $7,996,183 |
| August 31, 2024 | 990 | $436,037 | $378,850 | $57,187 | $7,366,131 | $106,216 | $7,259,915 |
| August 31, 2023 | 990 | $446,879 | $321,250 | $125,629 | $6,652,615 | $60,078 | $6,592,537 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $178,081
- Investment income
- $249,817
- Net gain from sales of assets
- $21,175
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $12,270
- Salaries, compensation and benefits (total)
- $108,997
- Professional fundraising fees
- $0
- Legal fees
- $12
- Accounting fees
- $8,836
- Program services (functional)
- $200,250
- Management and general (functional)
- $49,849
Balance sheet and other
- Total assets, start of year
- $7,366,131
- Total assets, end of year
- $8,054,611
- Total liabilities, end of year
- $58,428
- Net assets, end of year
- $7,996,183
- Gross receipts
- $506,723
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2000
- State of legal domicile
- TX
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JOCHEN REISER MD PHD | CHAIR, SOLE MEMBER Trustee or director | 0.5 | $0 | $1,431,063 | $206,437 |
| CHARLES MOUTON MD | DIRECTOR Trustee or director | 0.5 | $0 | $1,309,848 | $108,969 |
| REBECCA B KORENEK MBA MHA | VICE CHAIR Trustee or director | 0.5 | $0 | $1,379,812 | $2,102 |
| C AARON LEMAY CPA JD MSED | FORMER TREASURER Former | 0 | $0 | $631,797 | $8,590 |
| JENNIFER B SARPALIUS CPA | PRESIDENT AND CEO Officer | 2 | $0 | $586,434 | $2,316 |
| JAMIE D BAILEY MBA CPA CFE | TREASURER Trustee or director, Officer | 1 | $0 | $579,619 | $7,881 |
| BYRON K PICKERING JD MA | DIRECTOR Trustee or director | 0.5 | $0 | $396,338 | $60,505 |
| CHERYL S HERROD | SECRETARY Officer | 5 | $0 | $101,467 | $9,867 |
| DAVID C GRUENER | FORMER PRESIDENT AND CEO Former | 0 | $0 | $103,989 | $7,076 |
| MARIA L GONZALEZ | FORMER SECRETARY Former | 0 | $0 | $40,001 | $19 |
990 for the year ended August 31, 2024: 11 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| CHARLES MOUTON MD | DIRECTOR Trustee or director | 1 | $0 | $1,157,912 | $104,693 |
| REBECCA KORENEK MBA MHA | VICE CHAIR Trustee or director | 1 | $0 | $886,741 | $102,895 |
| ANISH BHARDWAJ MD | FORMER VICE CHAIR Former | 0 | $0 | $846,361 | $1,836 |
| JOCHEN REISER MD PHD | CHAIR, SOLE MEMBER Trustee or director | 1 | $0 | $449,696 | $209,725 |
| C AARON LEMAY CPA JD MSED | TREASURER/DIRECTOR Trustee or director, Officer | 1 | $0 | $446,629 | $60,238 |
| B KENT PICKERING JD MA | DIRECTOR Trustee or director | 1 | $0 | $356,753 | $9,684 |
| DAVID C GRUENER | FORMER PRESIDENT AND CEO Former | 0 | $0 | $352,796 | $6,844 |
| JENNIFER B SARPALIUS CPA | PRESIDENT AND CEO Officer | 2 | $0 | $315,903 | $1,158 |
| CHERYL S HERROD | SECETARY Officer | 5 | $0 | $98,260 | $8,725 |
| MARIA L GONZALEZ | FORMER SECRETARY Former | 0 | $0 | $100,504 | $637 |
| DUSTIN J THOMAS | FORMER PRESIDENT AND CEO Former | 0 | $0 | $8,692 | $0 |
990 for the year ended August 31, 2023: 10 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| CHARLES MOUTON MD | CHAIR, SOLE MEMBER Trustee or director | 1 | $0 | $1,500,634 | $103,929 |
| REBECCA KORENEK MBA MHA | VICE CHAIR Trustee or director | 1 | $0 | $850,921 | $103,726 |
| BEN RAIMER MD | FORMER CHAIR, SOLE MEMBER Former | 0 | $0 | $927,166 | $2,622 |
| ANISH BHARDWAJ MD | FORMER VICE CHAIR Former | 0 | $0 | $842,509 | $4,854 |
| C AARON LEMAY CPA JD MSED | TREASURER/DIRECTOR Trustee or director, Officer | 1 | $0 | $421,432 | $59,751 |
| DUSTIN J THOMAS | FORMER PRESIDENT AND CEO Former | 0 | $0 | $405,287 | $54,397 |
| DAVID C GRUENER | PRESIDENT AND CEO Officer | 2 | $0 | $353,584 | $6,348 |
| CHERYL A SADRO | FORMER TREASURER Former | 0 | $0 | $306,616 | $1,709 |
| BYRON PICKERING JD MA | DIRECTOR Trustee or director | 1 | $0 | $241,661 | $6,216 |
| MARIA L GONZALEZ | SECETARY Officer | 13 | $0 | $87,194 | $2,660 |
Address and contacts
- Address (IRS master file)
- 301 UNIVERSITY BLVD, GALVESTON, TX 77555-0985
- In care of
- % MARIA L GONZALEZ
- Principal officer (990 for 2024)
- JENNIFER B SARPALIUS, 301 UNIVERSITY BLVD RT 0895, GALVESTON, TX 775550895
- Signed the 990
- JENNIFER B SARPALIUS, PRESIDENT AND CEO
- Phone
- (409) 766-4000
- Return prepared by
- HAM LANGSTON & BREZINA LLP
Mission
SEE SCHEDULE O UTMB HEALTH PLANS, INC. WAS ESTABLISHED TO HELP THE UNIVERSITY OF TEXAS MEDICAL BRANCH AT GALVESTON FULFILL THE MISSION OF EDUCATION, RESEARCH, AND PATIENT CARE. FULFILLING THE MISSION OF PATIENT CARE INCLUDES MAINTENANCE OF A MEDICARE SELECT INSURANCE PROGRAM. MEDICARE SELECT IS A MEDICARE SUPPLEMENTAL POLICY AVAILABLE TO RESIDENTS OF GALVESTON COUNTY.
Program accomplishments
- HMO AND MANAGED CARE CONTRACTING FOR THE UNIVERSITY OF TEXAS MEDICAL BRANCH HOSPITALS AND CLINICS AND OTHER SUCH PROVIDERS AS MAY BE NECESSARY AND APPROPRIATE TO ENABLE UTMB TO FULFILL ITS MISSION.Expenses $200,250 · revenue $178,081
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 August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 76-0480012
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Exempt since
- 1998
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E210)
- Assets (IRS master file)
- $8,054,611
- Income (IRS master file)
- $506,723
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $427,898 | $250,099 | $8,054,611 | XML |
| 990 | August 2024 | $436,037 | $378,850 | $7,366,131 | XML |
| 990 | August 2023 | $446,879 | $321,250 | $6,652,615 | XML |
| 990 | August 2022 | $519,428 | $429,304 | $6,472,415 | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
| 990 | August 2019 | – | – | – | IRS |
| 990 | August 2018 | – | – | – | 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 76-0480012).
Questions about UTMB HEALTH PLANS INC
- What is the EIN of UTMB HEALTH PLANS INC?
- The employer identification number (EIN) of UTMB HEALTH PLANS INC is 76-0480012.
- Is UTMB HEALTH PLANS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Which annual return does UTMB HEALTH PLANS 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 UTMB HEALTH PLANS INC due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UTMB HEALTH PLANS INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of UTMB HEALTH PLANS INC?
- The 990 for the year ended August 31, 2025 names JENNIFER B SARPALIUS.
- Who are the officers and directors of UTMB HEALTH PLANS INC?
- The 990 for the year ended August 31, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does UTMB HEALTH PLANS INC have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $427,898, expenses of $250,099 and total assets of $8,054,611 at year end.
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