Scott and White Health Plan

EIN: 742052197

Dallas, TX

Total Revenue
$1,632,380,539
Total Expenses
$1,577,555,156
Total Assets
$1,032,189,458
Net Assets
$460,842,972
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Financial Trends

Organization Details

Formation Year
1979
Legal Domicile
TX
Principal Officer
Jeffrey C Ingrum
Phone
2148204135
Tax Period
2023-01-01 to 2023-12-31

Scott and White Health Plan, founded in 1979, is a large national nonprofit that reported $1.6B in total revenue in fiscal year 2023. Revenue surged 65% from the prior year, signaling strong growth momentum. Expenses of $1.6B left a modest 3% surplus.

Mission

To make available to the residents of Texas a comprehensive health plan which provides quality health care with dignity and respect to its members.

Program Service Accomplishments

Program 1
Expenses: $1,545,873,767 Revenue: $1,619,744,091

SWHP and its affiliated health plans make available a wide variety of health benefit plans to individuals and employer groups. It participates in government public programs to make coverage available...

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SWHP and its affiliated health plans make available a wide variety of health benefit plans to individuals and employer groups. It participates in government public programs to make coverage available to Medicaid and Medicare Advantage participants, and through the Individual Marketplace in Texas. As part of SWHP's purpose, it is focused on member satisfaction and the quality of the coverage it provides. SWHP is accredited by the National Committee for Quality Assurance (NCQA) for both its commercial HMO and Medicaid plans. Since 2019, SWHP Commercial HMO plan has achieved a NCQA Plan rating of 3.0. Additionally, a 2022 US News and World Report named SWHP as one of the best insurance companies for Medicare Advantage. This report uses data from the CMS' annual star ranking of health plans, where SWHP HMO earned an overall 4.5 out of 5 stars rating in 2023. Furthermore, SWHP consistently has one of the highest HMO plan ratings in Texas for its Healthcare Effectiveness Data and Information Set (HEDIS) scores, exceeding national and Texas averages for Chlamydia Screening, Persistence of Beta Blocker Treatment, Cholesterol Management, HbA1c Testing, Diabetic Eye Exam Screening, and Prenatal Care since Measurement Year 2021.SWHP has demonstrated a commitment to the health and well-being of not only its members but the community as a whole through a number of directed programs of varying purpose. Some of these programs are designed to engage members in their own care or encourage a healthy lifestyle. Other programs offer support and help coordinate the delivery of care at the right place, the right time, and from the right provider, especially for those members with complex or chronic care issues. Finally, SWHP offers wellness programs designed to create wellness and awareness, identify social determinants of health and to benefit the entire community. A sampling of the programs that it offers to members and the community at large are: The Wellness Assessment: The Wellness Assessment is a free SWHP online tool available to enrollees through its vendor, WebMD. Through a series of questions concerning family health history, personal health history, substance abuse, stress/coping, physical activity and nutrition, an assessment is produced with advice to help that individual make healthier choices. Members can access other educational and self-management tools thru WebMD. Wondr:Wondr is a digital weight management and weight loss program available to members in commercial plans. The quarterly program is clinically proven to help members lose weight, sleep better, and stress less, while learning the science of health and nutrition. The goal is to enjoy the foods they love and manage their weight without counting calories. Expecting the Best, Maternity Case Management Program:SWHP has developed and offers its Expecting the Best Maternity Program. This program is offered to all members who are pregnant and provides health screening, education, care coordination, perinatal/postpartum depression interventions, and telephonic case management support, with the goal of helping to improve health outcomes for at-risk pregnant women and neonates.Comprehensive Medical and Behavioral Health Case Management Program:SWHP offers a comprehensive case management program to help members receive needed care, services, equipment, and medications. Licensed nurses and social workers work with members and their providers to help achieve desired health outcomes by assisting with care coordination and condition management. Case managers also assess members for possible social determinant of health barriers they may be experiencing and refer those individuals to community programs and resources. Baby Showers and Baby Safety Programs:SWHP offers pregnant women enrolled in its Medicaid product a virtual baby shower and baby safety program. These programs provide educational information on pregnancy, parenting and health information, and other resources to help bridge non-medical drivers of health gaps. Incentives of nominal value are provided to these members to attend the virtual program and receive timely prenatal and postpartum care. Value-Added Services for Medicaid Enrollees:SWHP offers or makes available to members in its Medicaid product a variety of health education programs and incentives to obtain preventative care. Examples of incentives include gift cards of nominal value, vision exams for adults, eyewear allowances, basic dental services for pregnant women, behavioral health resources, and transportation assistance. Employee Contributions:Employees of SWHP are encouraged to participate in community events sponsored by charitable organizations that help raise funds and awareness for social issues impacting the community. Examples include past community events that have been sponsored by the United Way, Food for Families, Central Texas Housing Coalition, Project Apple Tree, and March of Dimes.Faith in Action Initiatives:Our employees have consistently affirmed the organization's mission and ministry as an influential factor in their work. In addition, SWHP has consistently supported its employees' passions to help the community by providing opportunities to volunteer and contribute to local drives and initiatives including: Food for Families, Project Apple Tree, and March of Dimes. Annual Day of Caring, Back to School Supply Drives, Emergency Response Disaster Relief (i.e., wildfires, tornados, hurricanes), Personal Hygiene items, etc.Involvement with Community Organizations:SWHP employees have associated and participate on or with community organization boards and coalitions. Past examples of charitable and community organizations that employees have worked with include but are not limited to, The United Way, Nurse-Family Partnership, Temple Community Clinic, Texas Healthy at Home, Texas Elder Justice Coalition, and the City of Temple Mayor's Council on Fitness. Walk with a Doc:Walk with a Doc is a free monthly community walking event in Temple, Texas, which provides an opportunity for individuals of all ages to increase their physical activity to help improve health and well-being. SWHP partners with Baylor Scott & White Health physicians in Temple, Texas and the City of Temple to offer these community education events.SWHP Community Events Sponsorship:SWHP collaborates with various community organizations to co-sponsor events throughout its service area in Texas. The events are available to all in the community, including enrollees, and cover a broad range of interests, such as health fairs, 5K/10K/Half Marathon races, and concert series.Community Wellness Events:SWHP provides free health education and materials of various topics to the public at a variety of health fair events throughout its service area Including an annual Show Yourself Some Love health education event for Women.Community Hubs:SWHP works with community organizations to help connect enrollees to services for non-medical needs such as, financial assistance for rent and utilities, food banks, and basic needs assistance through contracted efforts with United Way of Central Texas, Heart of Texas Goodwill and Project Unity of the Brazos Valley.Financial Support:SWHP donations to the BSWHP Philanthropic Initiative, through the Baylor Scott & White Central Texas Foundation, has created and makes available support to local nonprofit organizations programs that address key impact areas like housing, access to food, financial insecurity, maternal and mental wellness. Recent support has gone to organizations including Helping Hands Ministry, Family promise, the Central Texas Food Bank, Hope Pregnancy Center and Catholic Charities.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $1,619,744,091
Investment Income $12,636,448
Other Revenue $0
TOTAL REVENUE $1,632,380,539

Expense Breakdown

Grants Paid $0
Salaries & Benefits $86,691,570
Fundraising Expenses $0
Program Expenses $1,545,873,767
Other Expenses $1,490,863,586
TOTAL EXPENSES $1,577,555,156

Year-over-Year Comparison

2023 2022 Change
Revenue $1,632,380,539 $990,797,481 +0.6%
Expenses $1,577,555,156 $994,856,191 +0.6%
Net Income $54,825,383 $-4,058,710 -14.5%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
8
Independent Members
7
Employees
1140
Volunteers
7

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
7
$7,990,177
Total Directors
8
$1,247,292
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Robert A Probe MD Director/Vice Chair 1.00
Officer Director
$0 $30,601 $1,247,292
Lyndon L Olson Jr Director/Chair 1.00
Officer Director
$0 $0 $0
Louis S Casey Jr Director 1.00
Director
$0 $0 $0
Brandon S Fryar Director 1.00
Director
$0 $0 $0
Carl King Director 1.00
Director
$0 $0 $0
Terry Maness Director 1.00
Director
$0 $0 $0
Steve R Youso Director 1.00
Director
$0 $0 $0
Donald R Grobowsky Director 1.00
Director
$0 $0 $0
Jeffrey Ingrum President/CEO 40.00
Officer
$2,460,618 $432,719 $2,893,337
Swaminathan Ramalingam MD SVP CMO 40.00
Officer
$762,379 $40,701 $803,080
Victor Richey SVP COO 40.00
Officer
$1,305,284 $204,336 $1,509,620
Stephen Bush Treasurer/SVP CFO 40.00
Officer
$811,986 $263,396 $1,075,382
Andrea DeBerry Secretary 1.00
Officer
$0 $58,594 $461,466
Frank Luca Mgr Sales Medicare 40.00
Highest
$336,266 $20,499 $356,765
Michael Cutroni VP Finance Accounting HP 40.00
Highest
$312,358 $23,063 $335,421
Ellen Verzino VP Pharmacy HP 40.00
Highest
$326,293 $47,719 $374,012
Elizabeth Lopez Cepero VP Gov Programs 40.00
Highest
$377,685 $33,703 $411,388
Theresa Magellan VP Health Services 40.00
Highest
$315,136 $15,742 $330,878
Jennifer Brown Former Officer 0.00
$0 $0 $455,589
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $1,632,380,539 $1,577,555,156 $1,032,189,458 $54,825,383
2022 $990,797,481 $994,856,191 $700,408,744 $-4,058,710
2021 $819,696,357 $804,376,104 $666,008,689 $15,320,253
2020 $751,758,378 $612,333,558 $592,849,819 $139,424,820
2019 $663,122,969 $607,157,269 $453,258,697 $55,965,700
2018 $738,440,744 $714,589,985 $381,247,166 $23,850,759
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