2024-10-31T07:33:13-05:00 2023-12-31 201317788 BOWERS & COMPANY CPAS PLLC 333 W WASHINGTON ST SUITE 500 SYRACUSE NY 13202 990 2023-01-01 161500379 YOURCARE HEALTH PLAN INC YOUR 5852445550 1120 PITTSFORD-VICTOR ROAD PITTSFORD NY 14534 MICHAEL MESSIER CFO/EVP 5852445550 2024-10-22 1 0 ELIZABETH BUSH P01264627 3152341100 2024-10-22 2023 2024-10-15 13:58:12Z MICHAEL MESSIER 1120 PITTSFORD-VICTOR ROAD PITTSFORD NY 14534 72800660 0 X WWW.YOURCAREHEALTHPLAN.ORG X 1995 NY TO SERVE THE NEEDS OF THE UNDERSERVED AND UNINSURED IN WESTERN NEW YORK, BY PROVIDING AFFORDABLE INSURANCE OPTIONS, BY INCREASED ACCESS TO HEALTH CARE, BY IMPROVING THE QUALITY OF CARE THROUGH THE COOPERATIVE EFFORTS OF ITS PARTNERS. 6 6 1 0 0 0 0 0 0 367923 873131 2402621 1921549 100 2794680 2770644 0 0 0 0 226920 228738 0 0 0 4015931 1222632 4242851 1451370 -1448171 1319274 61793123 64406810 66494844 66917606 -4701721 -2510796 TO SERVE THE NEEDS OF THE UNDERSERVED AND UNINSURED IN WESTERN NEW YORK, BY PROVIDING AFFORDABLE INSURANCE OPTIONS, BY INCREASED ACCESS TO HEALTH CARE, BY IMPROVING THE QUALITY OF CARE THROUGH THE COOPERATIVE EFFORTS OF ITS PARTNERS. 0 0 0 TO PROVIDE HEALTH COVERAGE TO CHILDREN, FAMILIES, PREGNANT WOMEN, THE ELDERLY AND PEOPLE WITH DISABILITIES INCLUDING CHILD HEALTH PLUS, ESSENTIAL PLAN AND HEALTH AND RECOVERY PLAN COVERAGE 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 3 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X MICHAEL MESSIER 5852568462 1120 PITTSFORD-VICTOR ROAD PITTSFORD NY 14534 WILLIAM DOLAN MD DIRECTOR 0.50 X 0 0 0 RIJAD KARABEGOVIC TREASURER 0.50 X 0 0 0 ARTHUR PELLITTIERI MD DIRECTOR 0.50 X 0 0 0 KEVIN PICKHARDT CHAIRMAN 0.50 X 0 0 0 DENNIS GRAZIANO VICE CHAIRMAN 4.00 40.00 X X 0 400879 49266 MICHAEL MESSIER CFO/EVP 4.00 40.00 X X 0 491724 66424 KIM HESS COO 4.00 40.00 X 0 420803 59196 CHRISTOPHER LOMBARD DIR OF FINANCE 40.00 X 162841 0 17979 162841 1313406 192865 1 0 1 0 0 PREMIUM REVENUE 621990 367923 367923 367923 2056737 2056737 70375900 70030016 345884 345884 345884 OTHER REVENUE 621300 100 100 100 2770644 713907 0 2056737 X 151405 151405 28061 28061 36491 36491 12781 12781 83604 83604 3936 3936 56025 56025 118480 118480 430320 430320 8 8 390484 390484 138991 138991 TELEPHONE 759 759 DUES 25 25 1451370 0 1451370 0 23072329 25406402 7205857 7449129 31511905 31551279 3032 61793123 64406810 7315 2053 66487529 66915553 66494844 66917606 X 0 0 0 0 -4701721 -2510796 -4701721 -2510796 61793123 64406810 1319274 871651 0 X X 0 1 X 1 0 X 279746779 138257779 679673 367923 419052154 1967504 784897 2752401 281714283 139042676 679673 367923 421804555 0 0 0 421804555 565711 341489 384703 873131 2402621 4567655 565711 341489 384703 873131 2402621 4567655 1921549 100 1921649 282279994 139384165 1064376 2794680 2770644 428293859 0.98480 0.99340 0.01070 0.00390 X 0 CLAIMS PAYABLE 1279851 AMOUNT DUE TO AFFILIATES 924148 OTHER PAYABLES 14266172 SUBORDINATED SURPLUS NOTE & RELATED DEBT 49418769 INTEREST PAYABLE 1026613 66915553 X 3274272 871651 871651 2402621 368023 368023 2770644 1083347 0 1083347 368023 368023 1451370 PART X, LINE 2: THE COMPANY IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3)OF THE INTERNAL REVENUE CODE. THE COMPANY HAS NOT RECORDED ANY UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2023. PART XI, LINE 4B - OTHER ADJUSTMENTS: OTHER REVENUE 100. PREMIUM REVENUE 367,923. PART XII, LINE 4B - OTHER ADJUSTMENTS: OTHER REVENUE 100. PREMIUM REVENUE 367,923. 0 1 0 0 0 0 0 0 0 MICHAEL MESSIER CFO/EVP 0 447204 0 13611 0 30909 0 25705 0 40719 0 558148 0 166696 KIM HESS COO 0 376629 0 13611 0 30563 0 24495 0 34701 0 479999 0 131250 DENNIS GRAZIANO VICE CHAIRMAN 0 360328 0 13611 0 26940 0 22812 0 26454 0 450145 0 166696 CHRISTOPHER LOMBARD DIR OF FINANCE 132461 0 11229 0 19151 0 11580 0 6399 0 180820 0 0 0 PART I, LINE 3 METHODS USED BY THE RELATED ORGANIZATION INCLUDE THE FOLLOWING; INDEPENDENT COMPENSATION CONSULTANT, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEYS AND APPROVAL BY THE BOARD. PART I, LINE 4B DENNIS GRAZIANO 457B $19,000 457F NONE MICHAEL MESSIER 457B $20,000 457F NONE KIM HESS 457B $20,000 457F NONE CHRISTOPHER LOMBARD 457B $18,000 457F NONE FORM 990, PART VI, SECTION A, LINE 3 LINE 3 EXPLANATION - ALL MANAGEMENT SERVICES ARE PROVIDED BY MONROE PLAN FOR MEDICAL CARE, INC. AS STIPULATED UNDER MANAGEMENT SERVICES AGREEMENTS AND EXECUTIVE LEASE AGREEMENTS. FORM 990, PART VI, SECTION B, LINE 11B THE CEO/CFO/COO AND CHIEF COMPLIANCE OFFICER REVIEW THE 990 BEFORE IT IS FILED WITH THE IRS. IN ADDITION, THE 990 IS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW AND COMMENT. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY. ALL RESPONSES ARE REVIEWED BY THE COMPLIANCE OFFICER AND DISCUSSED WITH LEGAL COUNSEL AS NEEDED. THERE WERE NO CONFLICTS FOR 2023 FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE APPROVES THE COMPENSATION FOR THE PRESIDENT & CEO AND REVIEWS THE COMPENSATION FOR OTHER KEY EXECUTIVE POSITIONS. FORM 990, PART VI, SECTION C, LINE 18 FORM 990 IS AVAILABLE ONLINE VIA GUIDESTAR.ORG. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G PREMIUM EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 430,320. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 430,320. FORM 990, PART XII, LINE 2C: THE OVERSIGHT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. MONROE PLAN FOR MEDICAL CARE INC 1120 PITTSFORD-VICTOR ROAD PITTSFORD NY 14534 160973194 EXECUTIVE LEASING & RENT NY 501(C)(6) 0 MONROE PLAN HOLDINGS INC 1120 PITTSFORD-VICTOR ROAD PITTSFORD NY 14534 472080982 HOLDING COMPANY DE C 1.00000 0 0 0 0 1 0 0 0 0 0 0 1 0 1 0 1 0 0 0 0 MONROE PLAN FOR MEDICAL CARE INC D 49418769 MONROE PLAN FOR MEDICAL CARE INC K 3000 MONROE PLAN FOR MEDICAL CARE INC O 80604 MONROE PLAN HOLDINGS INC M 430320