2026-06-26T11:43:29-05:00 2025-08-31 760448495 HAM LANGSTON & BREZINA LLP 2200 MARKET ST STE 400 GALVESTON TX 77550 990 2024-09-01 760480012 UTMB HEALTH PLANS INC UTMB 4097664000 301 UNIVERSITY BLVD RT 0985 GALVESTON TX 775550985 JENNIFER B SARPALIUS PRESIDENT AND CEO 4097664000 2026-06-18 1 0 JOHN R MC KENNA JR P00618649 4097659311 2026-06-17 2024 2025-03-06 01:10:19Z JENNIFER B SARPALIUS 301 UNIVERSITY BLVD RT 0895 GALVESTON TX 775550895 506723 0 X HTTPS://WWW.UTMB.EDU/CHOICEONE-SELECT X 2000 TX 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. 5 0 0 0 0 0 0 0 214462 178081 221575 249817 0 0 436037 427898 0 0 0 0 111036 108997 0 0 0 267814 141102 378850 250099 57187 177799 7366131 8054611 106216 58428 7259915 7996183 X 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. 0 0 200250 178081 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. 200250 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 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 1 1 0 0 1 7 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 0 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 0 0 0 X CRAIG KOVACEVICH 4097664047 301 UNIVERSITY BLVD RT 0985 GALVESTON TX 775550985 JOCHEN REISER MD PHD CHAIR, SOLE MEMBER 0.50 39.50 X 0 1431063 206437 CHARLES MOUTON MD DIRECTOR 0.50 39.50 X 0 1309848 108969 REBECCA B KORENEK MBA MHA VICE CHAIR 0.50 39.50 X 0 1379812 2102 C AARON LEMAY CPA JD MSED FORMER TREASURER 0.00 0.00 X 0 631797 8590 JENNIFER B SARPALIUS CPA PRESIDENT AND CEO 2.00 38.00 X 0 586434 2316 JAMIE D BAILEY MBA CPA CFE TREASURER 1.00 39.00 X X 0 579619 7881 BYRON K PICKERING JD MA DIRECTOR 0.50 39.50 X 0 396338 60505 CHERYL S HERROD SECRETARY 5.00 35.00 X 0 101467 9867 DAVID C GRUENER FORMER PRESIDENT AND CEO 0.00 0.00 X 0 103989 7076 MARIA L GONZALEZ FORMER SECRETARY 0.00 0.00 X 0 40001 19 0 6560368 413762 0 1 1 0 0 MANAGED CARE 900099 178081 178081 178081 228642 228642 100000 78825 21175 21175 21175 427898 178081 0 249817 X 12270 12270 96723 59378 37345 4 4 12 12 8836 8803 33 100270 100270 6169 6137 32 4 4 23423 23274 149 PREMIUM TAX AND FEES 2388 2388 250099 200250 49849 0 20772 28677 7316507 7995368 18402 19961 10450 10605 7366131 8054611 92094 44469 5013 4373 9109 9586 106216 58428 X 0 0 0 0 7259915 7996183 7259915 7996183 7366131 8054611 177799 558469 0 X 0 1 X 0 0 X X 1 UNIVERSITY OF TEXAS MEDICAL BRANCH AT GALVESTON 746000949 6 1 201283 0 1 201283 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 2 THE SUPPORTED ORGANIZATION IS NOT REQUIRED TO OBTAIN RECOGNITION OF ITS PUBLIC CHARITY STATUS SINCE IT IS A GOVERNMENTAL UNIT DESCRIBED IN IRC 170(B)(1)(A)(V). 0 UTMB HEALTHCARE SYSTEMS, INC. EXP. REIMBURSEMENT 9586 9586 0 1 0 0 0 0 0 0 0 JOCHEN REISER MD PHD CHAIR, SOLE MEMBER 0 1431063 0 0 0 0 0 200000 0 6437 0 1637500 0 0 CHARLES MOUTON MD DIRECTOR 0 1093563 0 214605 0 1680 0 100000 0 8969 0 1418817 0 0 REBECCA B KORENEK MBA MHA VICE CHAIR 0 1224781 0 153831 0 1200 0 0 0 2102 0 1381914 0 300000 C AARON LEMAY CPA JD MSED FORMER TREASURER 0 580940 0 49657 0 1200 0 0 0 8590 0 640387 0 150000 JENNIFER B SARPALIUS CPA PRESIDENT AND CEO 0 511434 0 75000 0 0 0 0 0 2316 0 588750 0 0 JAMIE D BAILEY MBA CPA CFE TREASURER 0 554619 0 0 0 25000 0 0 0 7881 0 587500 0 0 BYRON K PICKERING JD MA DIRECTOR 0 345985 0 50213 0 140 0 50000 0 10505 0 456843 0 0 DAVID C GRUENER FORMER PRESIDENT AND CEO 0 102763 0 0 0 1226 0 0 0 7076 0 111065 0 0 PART I, LINE 3 THE CEO RECEIVES NO COMPENSATION FROM UTMB HEALTH PLANS, INC. THE CEO IS COMPENSATED BY THE UNIVERSITY OF TEXAS MEDICAL BRANCH AT GALVESTON. THE UNIVERSITY OF TEXAS MEDICAL BRANCH AT GALVESTON USES LABOR MARKET SURVEY INFORMATION TO ESTABLISH THE COMPENSATION OF THE CEO. PART I, LINE 4B SEVERANCE NONQUALIFIED EQUITY-BASED JOCHEN REISER, MD, PHD 0 200,000 0 CHARLES MOUTON, MD 0 100,000 0 BYRON K. PICKERING, JD, MA 0 50,000 0 FORM 990, PART VI, SECTION A, LINE 6 THE MEMBER OF UTMB HEALTH PLANS, INC. IS UTMB HEALTHCARE SYSTEMS, INC. WHOSE DESIGNATED REPRESENTATIVE TO ACT FOR THE MEMBER SHALL BE THE THEN-CURRENT CHIEF ADMINISTRATIVE OFFICER OF THE UNIVERSITY OF TEXAS MEDICAL BRANCH AT GALVESTON. THE MEMBER HAS THE SOLE POWER TO DESIGNATE THE OFFICERS OF THE BOARD AND APPROVE SIGNIFICANT DECISIONS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7A UTMB HEALTHCARE SYSTEMS, INC. THROUGH ITS DESIGNATED REPRESENTATIVE, THE CHIEF ADMINISTRATIVE OFFICER OF THE UNIVERSITY OF TEXAS MEDICAL BRANCH AT GALVESTON, HAS THE RIGHT TO DESIGNATE THE OFFICERS OF THE BOARD OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7B UTMB HEALTHCARE SYSTEMS, INC. THROUGH ITS DESIGNATED REPRESENTATIVE, THE CHIEF ADMINISTRATIVE OFFICER OF THE UNIVERSITY OF TEXAS MEDICAL BRANCH AT GALVESTON, IS REQUIRED TO APPROVE THE FOLLOWING MATTERS OF THE ORGANIZATION: (A) THE ANNUAL OPERATING AND CAPITAL BUDGETS OF THE CORPORATION; (B) MATERIAL ($100,000) DEVIATIONS FROM ANNUAL OPERATING AND CAPITAL BUDGETS; (C) THE PURCHASE OR ACQUISITION OF ANY PROPERTY, REAL, PERSONAL, OR MIXED, BY THE CORPORATION EXCEEDING $100,000 OR THE LEASE OF ANY SUCH PROPERTY BY THE CORPORATION WHERE THE ANNUAL LEASE PAYMENT EXCEEDS $100,000; (D) THE SALE, GIFT, OR OTHER DISPOSITION OF ANY PROPERTY, REAL, PERSONAL, OR MIXED, OF THE CORPORATION EXCEEDING $100,000; (E) THE MORTGAGE OR OTHER ENCUMBRANCE OF ANY PROPERTY, REAL, PERSONAL, OR MIXED, OF THE CORPORATION IN EXCESS OF $100,000; (F) THE MERGER, DISSOLUTION, OR CONSOLIDATION OF THE CORPORATION; AND (G) THE CREATION OF OR INVESTMENT IN ANY SUBSIDIARY ENTITY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE ORGANIZATION'S CEO PRIOR TO BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C THE CORPORATE SECRETARY REVIEWS THE ANNUAL CONFLICTS OF INTEREST QUESTIONNAIRE RESPONSES. THE UTMB HEALTH PLANS, INC. BOARD OF DIRECTORS WILL MONITOR COMPLIANCE AND THE BOARD OF DIRECTORS WILL ADDRESS ANY CONFLICTS THAT ARISE. THE BOARD WILL DETERMINE IF A CONFLICT OF INTEREST EXISTS, AND IF SO, WILL APPLY DISCIPLINARY ACTION AND A CORRECTIVE ACTION PLAN. TO DATE THERE HAVE BEEN NO REPORTED CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST ONLY. FORM 990, PART IX, LINE 11G ACTUARIAL SERVICES: PROGRAM SERVICE EXPENSES 13,794. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,794. CONSULTANT SERVICES - COMPUTER: PROGRAM SERVICE EXPENSES 6,763. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,763. MISC FEES AND OTHER EXPENSES: PROGRAM SERVICE EXPENSES 95. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 95. CLAIM PAYMENT, CAPITATION PAYMENT & OTHER MEDICAL EXPENSE: PROGRAM SERVICE EXPENSES 79,618. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 79,618. UTMB HEALTHCARE SYSTEMS INC 301 UNIVERSITY BLVD RT 0985 GALVESTON TX 775550985 760682238 MANAGEMENT TX 501(C)(3) LINE 12A, I UTMB 0 UTMB AT GALVESTON 301 UNIVERSITY BLVD GALVESTON TX 77555 746000949 HIGHER EDUCATION TX 170C1 N/A UNIVERSITY OF TEXAS SYSTEM 0 FHC FAMILY HEALTHCARE CENTERS INC 301 UNIVERSITY BLVD RT 0985 GALVESTON TX 775550985 760697230 INACTIVE TX UTMB HEALTHCARE SYSTEMS INC C 0 HSI HEALTHCARE SERVICES INC 301 UNIVERSITY BLVD RT 0985 GALVESTON TX 775550985 760632955 INACTIVE TX UTMB HEALTHCARE SYSTEMS INC C 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 UTMB HEALTHCARE SYSTEMS INC O 108997 % ALLOCATION UTMB AT GALVESTON M 91950 CAPITATION