Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
Graphic Arrow Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
Graphic Arrow Attach to Form 990.
Graphic Arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2020
Open to Public Inspection
Name of the organization
UPMC GROUP
 
Employer identification number

20-8295721
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
Yes
 
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
Yes
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2020

Schedule J (Form 990) 2020
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation
(ii) Bonus & incentive
compensation
(iii) Other reportable compensation
1Abhinav Humar MD
TRANSPLANT SURGEON
(i)

(ii)
2,240,054
-------------
0
825,000
-------------
0
10,320
-------------
0
22,688
-------------
0
26,182
-------------
0
3,124,244
-------------
0
0
-------------
0
2Christopher Schmidt MD
Orthopaedic Surgeon
(i)

(ii)
1,410,717
-------------
0
737,639
-------------
0
10,062
-------------
0
24,913
-------------
0
39,051
-------------
0
2,222,382
-------------
0
0
-------------
0
3George Jabbour MD
INTERVENTIONAL CARDIOLOGIST
(i)

(ii)
648,499
-------------
0
1,319,771
-------------
0
1,352
-------------
0
12,719
-------------
0
15,668
-------------
0
1,998,009
-------------
0
0
-------------
0
4James Bradley MD
Orthopaedic Surgeon
(i)

(ii)
1,695,730
-------------
0
24,242
-------------
0
29,718
-------------
0
29,230
-------------
0
38,012
-------------
0
1,816,932
-------------
0
0
-------------
0
5Dean Sotereanos MD
Orthopaedic Surgeon
(i)

(ii)
1,409,017
-------------
0
243,179
-------------
0
15,612
-------------
0
25,271
-------------
0
36,913
-------------
0
1,729,992
-------------
0
0
-------------
0
6Margaret Bell AUE
Treasurer/Secretary
(i)

(ii)
184,692
-------------
0
77,000
-------------
0
4,237
-------------
0
22,933
-------------
0
33,356
-------------
0
322,218
-------------
0
0
-------------
0
7Robert Blosat BHM
Board Chair and Pres
(i)

(ii)
388,893
-------------
0
250,000
-------------
0
53,717
-------------
0
93,677
-------------
0
27,961
-------------
0
814,248
-------------
0
45,850
-------------
0
8Andrea Badway BHM
Board Member
(i)

(ii)
247,004
-------------
0
135,000
-------------
0
5,015
-------------
0
31,770
-------------
0
24,016
-------------
0
442,805
-------------
0
1,372
-------------
0
9Daniel Kelly Agnew MD BHM
Board Member
(i)

(ii)
802,247
-------------
0
145,076
-------------
0
8,572
-------------
0
24,683
-------------
0
32,421
-------------
0
1,012,999
-------------
0
0
-------------
0
10Robyn Beckwith BHM
Board Member and Secretary
(i)

(ii)
174,838
-------------
0
25,000
-------------
0
871
-------------
0
16,486
-------------
0
23,165
-------------
0
240,360
-------------
0
0
-------------
0
11James Houser CEM
President
(i)

(ii)
174,602
-------------
0
0
-------------
0
177
-------------
0
11,045
-------------
0
1,558
-------------
0
187,382
-------------
0
0
-------------
0
12Donald Goodman CEM
Board Member and V President
(i)

(ii)
158,715
-------------
0
66,000
-------------
0
1,455
-------------
0
18,690
-------------
0
30,415
-------------
0
275,275
-------------
0
0
-------------
0
13Dan Swayze CEM
Former Board Secretary
(i)

(ii)
209,198
-------------
0
27,480
-------------
0
1,061
-------------
0
21,935
-------------
0
8,621
-------------
0
268,295
-------------
0
0
-------------
0
14Douglas Garretson CEM
President
(i)

(ii)
139,800
-------------
0
120,850
-------------
0
19,726
-------------
0
36,311
-------------
0
27,659
-------------
0
344,346
-------------
0
0
-------------
0
15Caroline Daniels MD CAC
Secretary
(i)

(ii)
185,730
-------------
0
116,448
-------------
0
508
-------------
0
17,869
-------------
0
20,952
-------------
0
341,507
-------------
0
0
-------------
0
16Rachel Berger CHP
FORMER Board Member
(i)

(ii)
67,695
-------------
0
0
-------------
0
256
-------------
0
6,823
-------------
0
388
-------------
0
75,162
-------------
0
0
-------------
0
17Nicholas Barcellona CHP
Secretary & VP OF OPERATIONS
(i)

(ii)
118,065
-------------
0
145,180
-------------
0
366
-------------
0
15,657
-------------
0
14,945
-------------
0
294,213
-------------
0
0
-------------
0
18Diane Hupp CHP
Secretary & VP OF OPERATIONS
(i)

(ii)
235,393
-------------
0
140,908
-------------
0
4,218
-------------
0
32,603
-------------
0
9,839
-------------
0
422,961
-------------
0
2,010
-------------
0
19Kenneth Nash MD CCB
Board Member
(i)

(ii)
369,352
-------------
0
45,000
-------------
0
3,047
-------------
0
19,208
-------------
0
1,430
-------------
0
438,037
-------------
0
0
-------------
0
20Loren Roth MD CCB
Former Board Member
(i)

(ii)
45,000
-------------
0
0
-------------
0
0
-------------
0
8,667
-------------
0
248
-------------
0
53,915
-------------
0
0
-------------
0
21James Giammarco CCB
Chief Financial Officer
(i)

(ii)
192,033
-------------
0
110,666
-------------
0
2,602
-------------
0
24,276
-------------
0
10,905
-------------
0
340,482
-------------
0
0
-------------
0
22James Gavin CCB
Former President
(i)

(ii)
0
-------------
0
263,000
-------------
0
12,850
-------------
0
19,799
-------------
0
 
-------------
0
295,649
-------------
0
12,850
-------------
0
23Matthew Hurford CCB
President
(i)

(ii)
381,204
-------------
0
112,300
-------------
0
6,267
-------------
0
36,471
-------------
0
32,947
-------------
0
569,189
-------------
0
4,299
-------------
0
24William A Nigro CRP
Board Member,Treas and CFO
(i)

(ii)
150,646
-------------
0
22,550
-------------
0
285
-------------
0
16,136
-------------
0
7,963
-------------
0
197,580
-------------
0
0
-------------
0
25Bryant Wesley Esq CRP
Secretary
(i)

(ii)
199,056
-------------
0
150,250
-------------
0
8,491
-------------
0
37,040
-------------
0
5,897
-------------
0
400,734
-------------
0
6,855
-------------
0
26Philip M Cacchione MD EPN
Board Chair and President
(i)

(ii)
470,688
-------------
0
85,069
-------------
0
42,592
-------------
0
25,871
-------------
0
15,919
-------------
0
640,139
-------------
0
0
-------------
0
27Robert Geiger EPN
Board Member
(i)

(ii)
408,399
-------------
0
51,382
-------------
0
37,971
-------------
0
22,295
-------------
0
15,796
-------------
0
535,843
-------------
0
0
-------------
0
28Noreen Fredrick HNA
Former Board Member
(i)

(ii)
186,999
-------------
0
27,910
-------------
0
4,180
-------------
0
18,162
-------------
0
15,669
-------------
0
252,920
-------------
0
0
-------------
0
29Nanci Case HNF
President
(i)

(ii)
194,170
-------------
0
80,000
-------------
0
2,780
-------------
0
17,088
-------------
0
21,994
-------------
0
316,032
-------------
0
0
-------------
0
30Al Boland JMC
Board Secretary
(i)

(ii)
141,812
-------------
0
66,292
-------------
0
530
-------------
0
14,648
-------------
0
22,757
-------------
0
246,039
-------------
0
0
-------------
0
31Dawndra Jones MYC
Board Member
(i)

(ii)
190,269
-------------
0
114,000
-------------
0
1,106
-------------
0
24,239
-------------
0
15,673
-------------
0
345,287
-------------
0
0
-------------
0
32Carol VanZile MYC
Board Secretary
(i)

(ii)
117,596
-------------
0
6,750
-------------
0
2,800
-------------
0
9,213
-------------
0
22,451
-------------
0
158,810
-------------
0
0
-------------
0
33David Bobrzynski MYC
Board Treasurer
(i)

(ii)
155,620
-------------
0
96,750
-------------
0
2,239
-------------
0
21,168
-------------
0
20,935
-------------
0
296,712
-------------
0
0
-------------
0
34Mark Zacharia Esq MYC
Board Vice Chair
(i)

(ii)
164,431
-------------
0
89,300
-------------
0
964
-------------
0
15,240
-------------
0
24,328
-------------
0
294,263
-------------
0
0
-------------
0
35Nathan Moore MD RHS
Board Member
(i)

(ii)
223,930
-------------
0
113,167
-------------
0
1,125
-------------
0
23,176
-------------
0
33,380
-------------
0
394,778
-------------
0
0
-------------
0
36Mbembo Bongutu MD RHS
Board Member
(i)

(ii)
312,574
-------------
0
54,421
-------------
0
2,580
-------------
0
26,303
-------------
0
34,211
-------------
0
430,089
-------------
0
0
-------------
0
37Ajaipal Kang MD RHS
Board Member
(i)

(ii)
897,986
-------------
0
464,204
-------------
0
2,792
-------------
0
22,077
-------------
0
28,660
-------------
0
1,415,719
-------------
0
0
-------------
0
38Lynn Rupp RHS
President
(i)

(ii)
236,007
-------------
0
122,000
-------------
0
1,187
-------------
0
24,785
-------------
0
13,125
-------------
0
397,104
-------------
0
0
-------------
0
39David Kruszewski MD SHB
Board Chair
(i)

(ii)
427,763
-------------
0
71,498
-------------
0
40,381
-------------
0
25,867
-------------
0
39,699
-------------
0
605,208
-------------
0
0
-------------
0
40Charles Hagerty SHB
Board Vice Chair
(i)

(ii)
213,463
-------------
0
77,002
-------------
0
1,944
-------------
0
21,544
-------------
0
15,788
-------------
0
329,741
-------------
0
0
-------------
0
41Daniel Grant SCS
Board member
(i)

(ii)
0
-------------
173,850
0
-------------
72,000
0
-------------
2,463
0
-------------
19,560
0
-------------
22,688
0
-------------
290,561
0
-------------
0
42Zachary Ritter DMP SHF
Board Member
(i)

(ii)
394,077
-------------
0
75,062
-------------
0
763
-------------
0
17,509
-------------
0
22,905
-------------
0
510,316
-------------
0
0
-------------
0
43Hani Tuffaha MD SHF
Board Member
(i)

(ii)
640,608
-------------
0
9,100
-------------
0
19,668
-------------
0
23,482
-------------
0
43,265
-------------
0
736,123
-------------
0
0
-------------
0
44Robert Kane SHS
Board Member
(i)

(ii)
139,840
-------------
0
101,997
-------------
0
61,502
-------------
0
15,981
-------------
0
20,486
-------------
0
339,806
-------------
0
0
-------------
0
45Darius Abadi DO SPS
Board Member
(i)

(ii)
403,421
-------------
0
10,000
-------------
0
2,150
-------------
0
19,745
-------------
0
30,094
-------------
0
465,410
-------------
0
0
-------------
0
46Ronald DiSimone MD SPS
Board Member
(i)

(ii)
1,077,299
-------------
0
49,070
-------------
0
29,718
-------------
0
23,482
-------------
0
20,147
-------------
0
1,199,716
-------------
0
0
-------------
0
47Alexander Nesbitt MD SPS
Board Member
(i)

(ii)
235,710
-------------
0
4,800
-------------
0
6,416
-------------
0
20,206
-------------
0
31,732
-------------
0
298,864
-------------
0
0
-------------
0
48Mark Bondi THS
President
(i)

(ii)
0
-------------
186,134
0
-------------
115,000
0
-------------
3,313
0
-------------
25,324
0
-------------
24,676
0
-------------
354,447
0
-------------
0
49David Nace MD THS
Board Member
(i)

(ii)
213,581
-------------
0
35,679
-------------
0
36,284
-------------
0
25,508
-------------
0
1,185
-------------
0
312,237
-------------
0
0
-------------
0
50Stanley Marks MD UPC
Board Chair
(i)

(ii)
1,431,608
-------------
1,133,469
0
-------------
250,000
130,424
-------------
0
254,165
-------------
0
40,029
-------------
0
1,856,226
-------------
1,383,469
92,596
-------------
0
51Robert Ferris MD UPC
Board Member
(i)

(ii)
995,264
-------------
0
49,083
-------------
0
4,433
-------------
0
26,938
-------------
0
10,767
-------------
0
1,086,485
-------------
0
0
-------------
0
52Elizabeth A Wild UPC
Board Member and President
(i)

(ii)
351,262
-------------
0
260,000
-------------
0
20,332
-------------
0
80,110
-------------
0
18,198
-------------
0
729,902
-------------
0
9,400
-------------
0
53Charles Flach UPC
Treasurer and CFO
(i)

(ii)
152,839
-------------
0
22,275
-------------
0
443
-------------
0
13,694
-------------
0
16,407
-------------
0
205,658
-------------
0
0
-------------
0
54Richard Bondi UPC
Former Treasurer and CFO
(i)

(ii)
63,160
-------------
0
70,000
-------------
0
255
-------------
0
6,270
-------------
0
9,318
-------------
0
149,003
-------------
0
0
-------------
0
55Samir Saba MDUPP
Board Member
(i)

(ii)
599,855
-------------
0
62,843
-------------
0
48,283
-------------
0
27,679
-------------
0
9,220
-------------
0
747,880
-------------
0
0
-------------
0
56Scott Gunn MD UPP
Former Board Member
(i)

(ii)
524,280
-------------
0
0
-------------
0
70,128
-------------
0
27,387
-------------
0
8,598
-------------
0
630,393
-------------
0
0
-------------
0
57Victor Morell MD UPP
Board Member
(i)

(ii)
2,198,020
-------------
0
200,000
-------------
0
59,358
-------------
0
27,228
-------------
0
23,841
-------------
0
2,508,447
-------------
0
0
-------------
0
58Janet Waters MD UPP
Board Member
(i)

(ii)
258,739
-------------
0
0
-------------
0
3,390
-------------
0
17,486
-------------
0
2,699
-------------
0
282,314
-------------
0
0
-------------
0
59Christina Patterson MD UPP
Board Member
(i)

(ii)
251,289
-------------
0
0
-------------
0
42,059
-------------
0
18,917
-------------
0
3,296
-------------
0
315,561
-------------
0
0
-------------
0
60Elizabeth Piccione UPP
Board Member
(i)

(ii)
550,264
-------------
0
0
-------------
0
2,044
-------------
0
21,933
-------------
0
29,315
-------------
0
603,556
-------------
0
0
-------------
0
61Marek A Radomski DOUPP
Board Member
(i)

(ii)
370,687
-------------
0
10,794
-------------
0
38,495
-------------
0
18,565
-------------
0
3,324
-------------
0
441,865
-------------
0
0
-------------
0
62John Galley UPP
SR VP & CHIEF HR OFFICER
(i)

(ii)
590,653
-------------
0
540,000
-------------
0
88,143
-------------
0
138,346
-------------
0
32,394
-------------
0
1,389,536
-------------
0
81,600
-------------
0
63Rickquel Tripp MD UPP
Board Member
(i)

(ii)
277,159
-------------
0
0
-------------
0
535
-------------
0
17,296
-------------
0
29,141
-------------
0
324,131
-------------
0
0
-------------
0
64Freddie H Fu MD UPP
Board Member and Dept Chair
(i)

(ii)
1,318,860
-------------
0
145,000
-------------
0
49,440
-------------
0
32,873
-------------
0
17,776
-------------
0
1,563,949
-------------
0
0
-------------
0
65Lawrence Wechsler MD UPP
Former Board Mbr & Dept Chair
(i)

(ii)
36,496
-------------
0
110,000
-------------
0
3,044
-------------
0
21,146
-------------
0
869
-------------
0
171,555
-------------
0
0
-------------
0
66Jules Sumkin MD UPP
Board Member and Dept Chair
(i)

(ii)
471,602
-------------
0
212,004
-------------
0
17,983
-------------
0
32,502
-------------
0
8,426
-------------
0
742,517
-------------
0
0
-------------
0
67David A Lewis MD UPP
Board Member and Dept Chair
(i)

(ii)
458,959
-------------
0
280,000
-------------
0
16,429
-------------
0
29,059
-------------
0
6,356
-------------
0
790,803
-------------
0
0
-------------
0
68Derek Angus MD UPP
Board Member and Dept Chair
(i)

(ii)
488,440
-------------
0
283,118
-------------
0
7,033
-------------
0
29,907
-------------
0
10,226
-------------
0
818,724
-------------
0
0
-------------
0
69George K Michalopoulos MD UPP
Board Member and Dept Chair
(i)

(ii)
321,609
-------------
0
230,033
-------------
0
15,159
-------------
0
32,715
-------------
0
3,873
-------------
0
603,389
-------------
0
0
-------------
0
70Joel S Greenberger MD UPP
Board Member and Dept Chair
(i)

(ii)
268,940
-------------
0
233,000
-------------
0
14,430
-------------
0
32,663
-------------
0
3,771
-------------
0
552,804
-------------
0
0
-------------
0
71Louis D Falo Jr MD UPP
Board Member and Dept Chair
(i)

(ii)
215,702
-------------
256,540
246,948
-------------
0
6,574
-------------
69
30,085
-------------
31,800
3,754
-------------
22,525
503,063
-------------
310,934
0
-------------
0
72James D Luketich MD UPP
Board Member and Dept Chair
(i)

(ii)
2,217,440
-------------
0
187,500
-------------
0
30,480
-------------
0
32,374
-------------
0
27,021
-------------
0
2,494,815
-------------
0
0
-------------
0
73Joel B Nelson MD UPP
Board Member and Dept Chair
(i)

(ii)
658,440
-------------
0
544,055
-------------
0
15,064
-------------
0
30,002
-------------
0
13,619
-------------
0
1,261,180
-------------
0
0
-------------
0
74Sylvia Owusu-Ansah MD UPP
Board Member
(i)

(ii)
212,178
-------------
0
0
-------------
0
23,689
-------------
0
8,276
-------------
0
2,912
-------------
0
247,055
-------------
0
0
-------------
0
75J Peter Rubin MD UPP
Board Member and Dept Chair
(i)

(ii)
740,440
-------------
0
168,645
-------------
0
4,714
-------------
0
18,246
-------------
0
11,589
-------------
0
943,634
-------------
0
0
-------------
0
76Gwendolyn Sowa MD UPP
Board Member and Dept Chair
(i)

(ii)
127,620
-------------
0
150,000
-------------
0
830
-------------
0
21,022
-------------
0
2,689
-------------
0
302,161
-------------
0
0
-------------
0
77Mark Gladwin MD UPP
Board Member and Dept Chair
(i)

(ii)
220,851
-------------
0
213,141
-------------
0
2,133
-------------
0
22,154
-------------
0
3,414
-------------
0
461,693
-------------
0
0
-------------
0
78Robert M Friedlander MD UPP
Board Member and Dept Chair
(i)

(ii)
1,358,314
-------------
0
275,300
-------------
0
10,488
-------------
0
22,377
-------------
0
19,021
-------------
0
1,685,500
-------------
0
0
-------------
0
79Terence Dermody MD UPP
Board Member and Dept Chair
(i)

(ii)
367,561
-------------
0
60,282
-------------
0
12,878
-------------
0
20,773
-------------
0
4,273
-------------
0
465,767
-------------
0
0
-------------
0
80Jose Sahel MD UPP
Board Member and Dept Chair
(i)

(ii)
538,751
-------------
0
270,000
-------------
0
17,694
-------------
0
17,723
-------------
0
7,327
-------------
0
851,495
-------------
0
0
-------------
0
81Aman Mahajan MD PHD UPP
Board Member and Dept Chair
(i)

(ii)
705,162
-------------
0
147,000
-------------
0
4,471
-------------
0
20,153
-------------
0
11,847
-------------
0
888,633
-------------
0
0
-------------
0
82Jonas Johnson MD UPP
Board Member and Treasurer
(i)

(ii)
463,440
-------------
0
400,000
-------------
0
23,959
-------------
0
32,037
-------------
0
10,108
-------------
0
929,544
-------------
0
0
-------------
0
83Timothy Billiar MD UPP
Board Secretary and Dept Chair
(i)

(ii)
467,078
-------------
0
386,680
-------------
0
14,355
-------------
0
31,984
-------------
0
10,457
-------------
0
910,554
-------------
0
0
-------------
0
84Ann Evans UPP
Chief Financial Officer
(i)

(ii)
291,069
-------------
0
320,000
-------------
0
256,094
-------------
0
79,028
-------------
0
25,925
-------------
0
972,116
-------------
0
0
-------------
0
85Clifton Callaway MD UPP
Former Board Member
(i)

(ii)
197,519
-------------
0
0
-------------
0
1,269
-------------
0
21,084
-------------
0
2,190
-------------
0
222,062
-------------
0
0
-------------
0
86Hyagriv Simhan MD UPP
Former Board Member
(i)

(ii)
401,405
-------------
0
68,026
-------------
0
1,645
-------------
0
23,499
-------------
0
3,601
-------------
0
498,176
-------------
0
0
-------------
0
87Joseph Losee MD UPP
Former Board member
(i)

(ii)
443,395
-------------
0
48,880
-------------
0
168,449
-------------
0
27,084
-------------
0
4,231
-------------
0
692,039
-------------
0
0
-------------
0
88Trent Emerick MD UPP
Former Board Member
(i)

(ii)
457,780
-------------
0
0
-------------
0
26,343
-------------
0
18,011
-------------
0
7,654
-------------
0
509,788
-------------
0
0
-------------
0
89Louis Alarcon MD UPP
Former Board Member
(i)

(ii)
630,655
-------------
0
85,500
-------------
0
64,850
-------------
0
12,534
-------------
0
9,041
-------------
0
802,580
-------------
0
0
-------------
0
90Joon Sup Lee MD UPP
Former Board Mem & Dept CHAIR
(i)

(ii)
100,300
-------------
621,970
0
-------------
844,372
24,550
-------------
7,204
182,385
-------------
0
 
-------------
36,154
307,235
-------------
1,509,700
19,500
-------------
0
91Lisa A Newcomb UPM
Asst. Secretary
(i)

(ii)
127,866
-------------
0
9,600
-------------
0
221
-------------
0
12,684
-------------
0
14,764
-------------
0
165,135
-------------
0
0
-------------
0
92Arthur S Levine MD UPM
Former Board Member
(i)

(ii)
250,000
-------------
1,157,844
 
-------------
61,855
 
-------------
117,368
 
-------------
34,200
 
-------------
36,060
250,000
-------------
1,407,327
0
-------------
0
93Anantha Shekhar MD UPM
Board Member
(i)

(ii)
0
-------------
881,018
0
-------------
5,698
0
-------------
22,141
0
-------------
122,800
0
-------------
10,483
0
-------------
1,042,140
0
-------------
0
94Patrick Gallagher UPM
Board Member
(i)

(ii)
0
-------------
678,576
0
-------------
0
0
-------------
11,891
0
-------------
34,200
0
-------------
104,827
0
-------------
829,494
0
-------------
0
95Gregory K Peaslee UPM
FORMER EVP & Chief Admin Off
(i)

(ii)
20,000
-------------
0
286,378
-------------
0
6,000
-------------
0
14,883
-------------
0
0
-------------
0
327,261
-------------
0
0
-------------
0
96Robert A DeMichiei UPM
Former EVP & CFO
(i)

(ii)
554,641
-------------
0
1,023,462
-------------
0
302,433
-------------
0
17,529
-------------
0
35,228
-------------
0
1,933,293
-------------
0
0
-------------
0
97W Thomas McGough Esq UPM
EVP & CHIEF LEGAL OFFICER
(i)

(ii)
857,213
-------------
0
1,081,606
-------------
0
590,382
-------------
0
179,306
-------------
0
26,967
-------------
0
2,735,474
-------------
0
567,208
-------------
0
98Steven D Shapiro MD UPM
EVP & CHIEF MED & SCI OFF & PR
(i)

(ii)
622,427
-------------
0
1,427,209
-------------
0
800,499
-------------
0
153,547
-------------
0
13,276
-------------
0
3,016,958
-------------
0
789,520
-------------
0
99David Farner UPM
EVP & CHIEF OF STAFF
(i)

(ii)
767,187
-------------
0
1,308,955
-------------
0
501,963
-------------
0
181,796
-------------
0
42,029
-------------
0
2,801,930
-------------
0
495,386
-------------
0
100C Talbot Heppenstall Jr UPM
EVP, TREAS, & PRES ENTERPRISES
(i)

(ii)
639,773
-------------
0
893,846
-------------
0
240,586
-------------
0
155,210
-------------
0
37,479
-------------
0
1,966,894
-------------
0
227,825
-------------
0
101John C Stilley UPM
SR VP AND TREAS., & CIO
(i)

(ii)
442,299
-------------
0
333,000
-------------
0
106,181
-------------
0
96,696
-------------
0
32,271
-------------
0
1,010,447
-------------
0
103,881
-------------
0
102Charles Bogosta UPM
EVP & PRES INT'L
(i)

(ii)
630,244
-------------
10,000
1,007,362
-------------
0
254,721
-------------
600
155,352
-------------
1,200
39,227
-------------
245
2,086,906
-------------
12,045
0
-------------
0
103Diane Holder UPM
EVP, PRES INS SRV & CEO HPLAN
(i)

(ii)
0
-------------
902,910
0
-------------
1,672,259
0
-------------
296,080
0
-------------
210,256
0
-------------
34,062
0
-------------
3,115,567
0
-------------
268,651
104Jeffrey A Romoff UPM
President and CEO
(i)

(ii)
1,255,185
-------------
0
7,542,900
-------------
0
1,132,137
-------------
0
426,345
-------------
0
30,443
-------------
0
10,387,010
-------------
0
979,872
-------------
0
105Michele P Jegasothy Esq UPM
Secretary
(i)

(ii)
128,550
-------------
0
86,500
-------------
0
405
-------------
0
16,161
-------------
0
32,203
-------------
0
263,819
-------------
0
0
-------------
0
106Marshall Webster MD UPM
Senior Vice President
(i)

(ii)
505,443
-------------
0
758,558
-------------
0
74,822
-------------
0
131,922
-------------
0
11,814
-------------
0
1,482,559
-------------
0
14,052
-------------
0
107Leslie C Davis UPM
Sr VP, EVP & COO HSD
(i)

(ii)
769,862
-------------
0
1,086,405
-------------
0
304,265
-------------
0
181,171
-------------
0
29,381
-------------
0
2,371,084
-------------
0
287,280
-------------
0
108Margaret Ealy APP
Board Member, Treas & CFO
(i)

(ii)
151,168
-------------
0
30,000
-------------
0
466
-------------
0
9,086
-------------
0
22,194
-------------
0
212,914
-------------
0
0
-------------
0
109David Russell ALT
Board Member
(i)

(ii)
276,530
-------------
0
217,500
-------------
0
20,951
-------------
0
70,372
-------------
0
4,506
-------------
0
589,859
-------------
0
8,170
-------------
0
110Michael Schlechter MD ALT
Former Board Member
(i)

(ii)
0
-------------
276,083
0
-------------
108,566
0
-------------
2,598
0
-------------
24,539
0
-------------
33,604
0
-------------
445,390
0
-------------
0
111Matthew Newlin MD ALT
Board Member
(i)

(ii)
0
-------------
442,246
0
-------------
2,380
0
-------------
2,349
0
-------------
21,341
0
-------------
32,935
0
-------------
501,251
0
-------------
0
112Gerald Murray ALT
Former President
(i)

(ii)
180,006
-------------
0
224,000
-------------
0
309,864
-------------
0
34,910
-------------
0
30,740
-------------
0
779,520
-------------
0
51,714
-------------
0
113Jan E Fisher ALT
President
(i)

(ii)
420,464
-------------
0
309,000
-------------
0
56,931
-------------
0
99,458
-------------
0
24,574
-------------
0
910,427
-------------
0
47,464
-------------
0
114Mario Wilfong ALT
Former Treasurer and CFO
(i)

(ii)
193,862
-------------
0
114,000
-------------
0
1,134
-------------
0
15,773
-------------
0
21,942
-------------
0
346,711
-------------
0
0
-------------
0
115David Burwell MD ALF
Board Member
(i)

(ii)
354,316
-------------
0
0
-------------
0
20,760
-------------
0
46,747
-------------
0
21,285
-------------
0
443,108
-------------
0
0
-------------
0
116Joseph Antonowicz MD ALF
Former Board Member
(i)

(ii)
296,612
-------------
0
0
-------------
0
8,587
-------------
0
57,679
-------------
0
22,780
-------------
0
385,658
-------------
0
0
-------------
0
117Timothy Balconi ALF
President
(i)

(ii)
173,236
-------------
0
45,000
-------------
0
1,198
-------------
0
15,719
-------------
0
23,305
-------------
0
258,458
-------------
0
0
-------------
0
118Monica Klatt APH
Board Secretary, Treas & CFO
(i)

(ii)
141,127
-------------
0
0
-------------
0
236
-------------
0
10,561
-------------
0
14,433
-------------
0
166,357
-------------
0
0
-------------
0
119David Baer MD BDF
Board Member
(i)

(ii)
208,864
-------------
0
95,403
-------------
0
8,357
-------------
0
29,703
-------------
0
23,833
-------------
0
366,160
-------------
0
0
-------------
0
120Timothy Horsky DO BDF
Board Member
(i)

(ii)
323,516
-------------
0
0
-------------
0
3,148
-------------
0
17,333
-------------
0
8,508
-------------
0
352,505
-------------
0
0
-------------
0
121Elliott Bilofsky MD BDF
Board Member
(i)

(ii)
0
-------------
621,210
0
-------------
264,769
0
-------------
13,597
0
-------------
21,341
0
-------------
35,620
0
-------------
956,537
0
-------------
0
122Grant Hormell MD BDF
Board Member
(i)

(ii)
292,802
-------------
0
30,160
-------------
0
6,123
-------------
0
25,565
-------------
0
32,645
-------------
0
387,295
-------------
0
1,736
-------------
0
123Joseph Talarico DO BDF
Former Board Member
(i)

(ii)
389,526
-------------
0
14,055
-------------
0
3,406
-------------
0
28,777
-------------
0
20,358
-------------
0
456,122
-------------
0
0
-------------
0
124James Donnelly CHS
Board Member
(i)

(ii)
188,006
-------------
0
104,150
-------------
0
2,653
-------------
0
20,688
-------------
0
21,272
-------------
0
336,769
-------------
0
0
-------------
0
125Cecil Miller CHS
Secretary
(i)

(ii)
0
-------------
144,608
0
-------------
51,000
0
-------------
1,249
0
-------------
15,049
0
-------------
5,799
0
-------------
217,705
0
-------------
0
126Francis Solano MD CMI
Board Member and President
(i)

(ii)
542,272
-------------
0
359,417
-------------
0
27,814
-------------
0
110,137
-------------
0
32,694
-------------
0
1,072,334
-------------
0
23,100
-------------
0
127Donna Ottoviani CMI
Board Member Sec., VP and COO
(i)

(ii)
211,620
-------------
0
110,000
-------------
0
4,888
-------------
0
26,095
-------------
0
9,421
-------------
0
362,024
-------------
0
0
-------------
0
128Deborah S Brodine CPS
Board Member and President
(i)

(ii)
371,652
-------------
0
360,000
-------------
0
47,447
-------------
0
96,700
-------------
0
23,091
-------------
0
898,890
-------------
0
44,463
-------------
0
129Jerome Shaffer CPS
Board Member, Treasurer & CFO
(i)

(ii)
206,519
-------------
0
126,000
-------------
0
2,748
-------------
0
27,591
-------------
0
15,404
-------------
0
378,262
-------------
0
0
-------------
0
130Lawson Bernstein MD EAS
Board Member
(i)

(ii)
407,467
-------------
0
0
-------------
0
4,423
-------------
0
20,896
-------------
0
10,777
-------------
0
443,563
-------------
0
0
-------------
0
131Kotayya Kondaveeti MD EAS
Board Member
(i)

(ii)
475,000
-------------
0
50,000
-------------
0
0
-------------
0
0
-------------
0
0
-------------
0
525,000
-------------
0
0
-------------
0
132Laurene Timmons EAS
Board Secretary, Treas and CFO
(i)

(ii)
138,324
-------------
0
82,500
-------------
0
1,901
-------------
0
17,211
-------------
0
6,714
-------------
0
246,650
-------------
0
0
-------------
0
133Tamra Minton EAS
Former Board Secretary
(i)

(ii)
643
-------------
0
0
-------------
0
103,576
-------------
0
1,394
-------------
0
5,138
-------------
0
110,751
-------------
0
0
-------------
0
134Mark Sevco EAS
Former President
(i)

(ii)
446,469
-------------
0
416,000
-------------
0
59,640
-------------
0
111,165
-------------
0
26,657
-------------
0
1,059,931
-------------
0
56,445
-------------
0
135Mark O'Hern EAS
President
(i)

(ii)
226,070
-------------
0
180,000
-------------
0
20,062
-------------
0
75,426
-------------
0
27,026
-------------
0
528,584
-------------
0
2,261
-------------
0
136Richard Wadas MD EMI
Board Member and President
(i)

(ii)
492,416
-------------
0
175,000
-------------
0
23,242
-------------
0
65,353
-------------
0
26,570
-------------
0
782,581
-------------
0
18,025
-------------
0
137Donald M Yealy MD EMI
Board Member and VICE PRES
(i)

(ii)
377,575
-------------
0
273,850
-------------
0
9,474
-------------
0
30,811
-------------
0
8,484
-------------
0
700,194
-------------
0
0
-------------
0
138Russell Meyers EMI
Board Treasuer
(i)

(ii)
113,864
-------------
0
54,000
-------------
0
233
-------------
0
11,979
-------------
0
24,008
-------------
0
204,084
-------------
0
0
-------------
0
139Terrence Lewis Esq EMI
Secretary
(i)

(ii)
164,696
-------------
0
94,000
-------------
0
973
-------------
0
15,895
-------------
0
11,824
-------------
0
287,388
-------------
0
0
-------------
0
140James Schuster MD FYO
Board Member
(i)

(ii)
0
-------------
439,942
0
-------------
334,400
0
-------------
29,796
0
-------------
98,697
0
-------------
34,833
0
-------------
937,668
0
-------------
19,500
141John Lovelace FYO
Board Member and President
(i)

(ii)
0
-------------
546,732
0
-------------
523,000
0
-------------
50,479
0
-------------
132,052
0
-------------
18,072
0
-------------
1,270,335
0
-------------
0
142Gordon Gebbens FYO
Board Member and Treasurer
(i)

(ii)
427,000
-------------
0
400,000
-------------
0
67,536
-------------
0
107,007
-------------
0
24,881
-------------
0
1,026,424
-------------
0
59,760
-------------
0
143Sheryl Kashuba Esq FYO
Board Member, Secty & CLO HPL
(i)

(ii)
0
-------------
420,553
0
-------------
390,000
0
-------------
102,347
0
-------------
103,321
0
-------------
15,493
0
-------------
1,031,714
0
-------------
96,701
144Scott Lammie FYO
Former CFO
(i)

(ii)
0
-------------
407,361
0
-------------
362,657
0
-------------
29,110
0
-------------
101,621
0
-------------
40,435
0
-------------
941,184
0
-------------
19,500
145Stephen Perkins MD FYO
Former Board Member
(i)

(ii)
0
-------------
358,253
0
-------------
270,000
0
-------------
23,441
0
-------------
88,193
0
-------------
32,741
0
-------------
772,628
0
-------------
15,212
146Carrie Ennis HMT
Board Secretary
(i)

(ii)
133,920
-------------
0
40,260
-------------
0
401
-------------
0
12,011
-------------
0
15,144
-------------
0
201,736
-------------
0
0
-------------
0
147V James Fiorenzo HMT
Former President
(i)

(ii)
240,352
-------------
0
0
-------------
0
0
-------------
0
5,102
-------------
0
0
-------------
0
245,454
-------------
0
0
-------------
0
148David Gibbons HMT
President
(i)

(ii)
442,513
-------------
0
365,000
-------------
0
196,426
-------------
0
104,446
-------------
0
9,820
-------------
0
1,118,205
-------------
0
192,571
-------------
0
149Cynthia Wilson HCM
Former Board Member
(i)

(ii)
0
-------------
190,544
0
-------------
100,581
0
-------------
1,351
0
-------------
25,870
0
-------------
19,029
0
-------------
337,375
0
-------------
0
150Michael Boninger MD HCM
Board Member & President
(i)

(ii)
283,009
-------------
0
51,000
-------------
0
3,240
-------------
0
27,260
-------------
0
3,077
-------------
0
367,586
-------------
0
0
-------------
0
151Donald Beckstead MD HNV
Board Member
(i)

(ii)
329,691
-------------
0
0
-------------
0
4,784
-------------
0
71,782
-------------
0
15,489
-------------
0
421,746
-------------
0
0
-------------
0
152Susan Duchman HNV
Board Member
(i)

(ii)
193,063
-------------
0
108,300
-------------
0
2,693
-------------
0
20,685
-------------
0
17,181
-------------
0
341,922
-------------
0
0
-------------
0
153Susan Thompson HNV
Board Member
(i)

(ii)
0
-------------
148,586
0
-------------
28,660
0
-------------
501
0
-------------
14,325
0
-------------
3,465
0
-------------
195,537
0
-------------
0
154Diana Woy HNV
Former Board Member
(i)

(ii)
146,537
-------------
0
0
-------------
0
453
-------------
0
47,827
-------------
0
8,983
-------------
0
203,800
-------------
0
0
-------------
0
155Amy Swindell DO HNV
Former Board Member
(i)

(ii)
259,053
-------------
0
0
-------------
0
901
-------------
0
18,946
-------------
0
1,510
-------------
0
280,410
-------------
0
0
-------------
0
156Holly Lorenz HHW
Board Member
(i)

(ii)
317,722
-------------
0
298,000
-------------
0
48,200
-------------
0
86,871
-------------
0
10,180
-------------
0
760,973
-------------
0
39,025
-------------
0
157Robert Griffith HHW
CFO and Treasurer
(i)

(ii)
173,812
-------------
0
23,750
-------------
0
150
-------------
0
13,915
-------------
0
8,819
-------------
0
220,446
-------------
0
0
-------------
0
158Paula Thomas HHC
President
(i)

(ii)
185,300
-------------
0
114,000
-------------
0
2,622
-------------
0
22,370
-------------
0
25,173
-------------
0
349,465
-------------
0
0
-------------
0
159Tulio Estrada MD HRZ
Board Member
(i)

(ii)
412,141
-------------
0
0
-------------
0
7,516
-------------
0
25,445
-------------
0
22,575
-------------
0
467,677
-------------
0
0
-------------
0
160Donald Owrey HRZ
Former President
(i)

(ii)
391,328
-------------
0
290,000
-------------
0
34,973
-------------
0
94,400
-------------
0
36,471
-------------
0
847,172
-------------
0
30,975
-------------
0
161Robert Jackson HRZ
President
(i)

(ii)
266,014
-------------
0
0
-------------
0
2,098
-------------
0
32,400
-------------
0
14,760
-------------
0
315,272
-------------
0
0
-------------
0
162Joni Murray HRF
Former Board Member
(i)

(ii)
64,834
-------------
0
1,257
-------------
0
147
-------------
0
8,216
-------------
0
19,827
-------------
0
94,281
-------------
0
0
-------------
0
163Francis Foti MD KAN
Board Member
(i)

(ii)
302,815
-------------
0
93,000
-------------
0
4,522
-------------
0
25,143
-------------
0
24,097
-------------
0
449,577
-------------
0
0
-------------
0
164Elizabeth Ritter KAN
Former Board Member
(i)

(ii)
177,190
-------------
0
30,451
-------------
0
127
-------------
0
11,765
-------------
0
1,992
-------------
0
221,525
-------------
0
0
-------------
0
165Mark Papalia KAN
President
(i)

(ii)
129,508
-------------
0
17,464
-------------
0
253
-------------
0
10,616
-------------
0
5,245
-------------
0
163,086
-------------
0
0
-------------
0
166Bharat Adroja MD ULH
Board Member
(i)

(ii)
314,099
-------------
0
0
-------------
0
12,470
-------------
0
11,564
-------------
0
33,524
-------------
0
371,657
-------------
0
0
-------------
0
167Daniel Glunk MD ULH
Board Member
(i)

(ii)
235,802
-------------
0
131,014
-------------
0
2,634
-------------
0
22,057
-------------
0
12,041
-------------
0
403,548
-------------
0
0
-------------
0
168Patricia Jackson-Gehris ULH
Board Member
(i)

(ii)
163,521
-------------
0
95,000
-------------
0
6,647
-------------
0
15,299
-------------
0
15,107
-------------
0
295,574
-------------
0
0
-------------
0
169David Lopatofsky MD ULH
Board Member
(i)

(ii)
380,235
-------------
0
291,056
-------------
0
50,862
-------------
0
90,148
-------------
0
37,548
-------------
0
849,849
-------------
0
46,006
-------------
0
170Robert P Edwards MD MAG
Board Member
(i)

(ii)
283,104
-------------
0
222,415
-------------
0
7,058
-------------
0
20,280
-------------
0
3,857
-------------
0
536,714
-------------
0
0
-------------
0
171John Comerci MD MAG
Board Member
(i)

(ii)
637,833
-------------
0
25,000
-------------
0
60,698
-------------
0
25,828
-------------
0
8,791
-------------
0
758,150
-------------
0
0
-------------
0
172Gabriella Gosman MD MAG
Board Member
(i)

(ii)
257,532
-------------
0
45,000
-------------
0
59,058
-------------
0
25,886
-------------
0
2,758
-------------
0
390,234
-------------
0
0
-------------
0
173Stephen Emery MD MAG
Board Member
(i)

(ii)
424,049
-------------
0
40,000
-------------
0
50,174
-------------
0
26,512
-------------
0
3,300
-------------
0
544,035
-------------
0
0
-------------
0
174Suketu Mansuria MD MAG
Board Member
(i)

(ii)
558,486
-------------
0
75,000
-------------
0
49,984
-------------
0
23,501
-------------
0
7,924
-------------
0
714,895
-------------
0
0
-------------
0
175Richard Beigi MD MAG
Board Member and President
(i)

(ii)
335,720
-------------
0
150,000
-------------
0
97,646
-------------
0
81,187
-------------
0
3,421
-------------
0
667,974
-------------
0
25,357
-------------
0
176Ronald Deems MAG
Chief Financial Officer
(i)

(ii)
152,774
-------------
0
66,080
-------------
0
247
-------------
0
12,017
-------------
0
2,301
-------------
0
233,419
-------------
0
0
-------------
0
177Thomas Diacovo MD MAG
Former Board Member
(i)

(ii)
303,172
-------------
0
0
-------------
0
3,875
-------------
0
15,207
-------------
0
3,843
-------------
0
326,097
-------------
0
0
-------------
0
178Susan Rakfal MD MCK
Board Member
(i)

(ii)
304,716
-------------
0
0
-------------
0
3,658
-------------
0
22,564
-------------
0
7,907
-------------
0
338,845
-------------
0
0
-------------
0
179Kenneth Plowey MD MCK
Board Member
(i)

(ii)
239,561
-------------
0
64,046
-------------
0
735
-------------
0
15,264
-------------
0
21,620
-------------
0
341,226
-------------
0
0
-------------
0
180Sandy Rader MCK
Former Board Member
(i)

(ii)
402,862
-------------
0
185,900
-------------
0
26,872
-------------
0
89,464
-------------
0
24,924
-------------
0
730,022
-------------
0
18,920
-------------
0
181Christopher Stockhausen MCK
Former Treasurer and CFO
(i)

(ii)
230,039
-------------
0
127,500
-------------
0
64,356
-------------
0
46,687
-------------
0
9,743
-------------
0
478,325
-------------
0
1,565
-------------
0
182Susan Martin MER
Board Member
(i)

(ii)
162,118
-------------
0
61,000
-------------
0
2,199
-------------
0
22,168
-------------
0
17,912
-------------
0
265,397
-------------
0
0
-------------
0
183John Ward MER
Board Member
(i)

(ii)
530,579
-------------
0
0
-------------
0
5,417
-------------
0
25,351
-------------
0
30,221
-------------
0
591,568
-------------
0
0
-------------
0
184Philip Pollice MD MER
Board Member
(i)

(ii)
1,356,795
-------------
0
217,394
-------------
0
10,062
-------------
0
24,983
-------------
0
38,325
-------------
0
1,647,559
-------------
0
0
-------------
0
185Michael Grace MER
Board Member and President
(i)

(ii)
185,505
-------------
0
318,000
-------------
0
15,276
-------------
0
35,015
-------------
0
19,087
-------------
0
572,883
-------------
0
14,210
-------------
0
186AJ Pinevich MD MER
Board Secretary
(i)

(ii)
309,262
-------------
0
109,000
-------------
0
22,581
-------------
0
53,508
-------------
0
16,815
-------------
0
511,166
-------------
0
0
-------------
7,951
187John McKeating MD MER
Former Board Member
(i)

(ii)
411,525
-------------
0
37,830
-------------
0
7,010
-------------
0
26,761
-------------
0
24,810
-------------
0
507,936
-------------
0
0
-------------
0
188Tamra Minnier NWH
Board Member
(i)

(ii)
364,123
-------------
0
400,000
-------------
0
53,159
-------------
0
103,869
-------------
0
18,375
-------------
0
939,526
-------------
0
48,363
-------------
0
189Randall Boggess NWH
Board Member
(i)

(ii)
393,743
-------------
0
56,680
-------------
0
2,140
-------------
0
22,303
-------------
0
21,804
-------------
0
496,670
-------------
0
0
-------------
0
190David McCandless MD NWH
Board Member
(i)

(ii)
134,191
-------------
0
99,374
-------------
0
6,325
-------------
0
20,682
-------------
0
14,482
-------------
0
275,054
-------------
0
0
-------------
0
191Linda Barnhart MD NWH
Former Board Member
(i)

(ii)
465,093
-------------
0
0
-------------
0
1,066
-------------
0
18,443
-------------
0
21,624
-------------
0
506,226
-------------
0
0
-------------
0
192Michael Ward MD NWH
Board Member
(i)

(ii)
511,980
-------------
 
75,164
-------------
 
1,180
-------------
 
17,927
-------------
 
25,310
-------------
 
631,561
-------------
 
0
-------------
0
193Brian Durniok NWH
Board Member and President
(i)

(ii)
275,198
-------------
0
179,134
-------------
0
25,946
-------------
0
56,946
-------------
0
6,184
-------------
0
543,408
-------------
0
22,822
-------------
0
194Brad Dinger NWH
Chief Financial Officer
(i)

(ii)
173,898
-------------
0
40,000
-------------
0
1,569
-------------
0
18,884
-------------
0
15,465
-------------
0
249,816
-------------
0
0
-------------
0
195Sergio Giancola MD NWH
Former Board Member
(i)

(ii)
610,265
-------------
0
0
-------------
0
2,906
-------------
0
20,629
-------------
0
26,951
-------------
0
660,751
-------------
0
0
-------------
0
196Jeffrey Knorr BHO
Secretary
(i)

(ii)
115,264
-------------
0
85,000
-------------
0
185
-------------
0
10,515
-------------
0
21,615
-------------
0
232,579
-------------
0
0
-------------
0
197Tracey Beiriger ESQ OVI
Board Treasurer & Secretary
(i)

(ii)
210,258
-------------
0
177,880
-------------
0
88,706
-------------
0
65,547
-------------
0
24,313
-------------
0
566,704
-------------
0
68,826
-------------
0
198James W Boyle MD PSV
Board Member
(i)

(ii)
397,754
-------------
0
75,963
-------------
0
6,860
-------------
0
26,699
-------------
0
10,833
-------------
0
518,109
-------------
0
0
-------------
0
199Daniel R Sullivan MD PSV
Board Secretary
(i)

(ii)
302,571
-------------
0
90,000
-------------
0
66,382
-------------
0
26,657
-------------
0
1,668
-------------
0
487,278
-------------
0
0
-------------
0
200Brian Fritz PSV
Chief Financial Officer
(i)

(ii)
156,828
-------------
0
106,000
-------------
0
376
-------------
0
17,422
-------------
0
16,374
-------------
0
297,000
-------------
0
0
-------------
0
201David T Martin PSV
Former President
(i)

(ii)
493,787
-------------
0
530,000
-------------
0
91,341
-------------
0
127,018
-------------
0
23,107
-------------
0
1,265,253
-------------
0
78,350
-------------
0
202Susan Hoolahan PSV
President
(i)

(ii)
300,319
-------------
0
262,000
-------------
0
40,446
-------------
0
85,911
-------------
0
17,668
-------------
0
706,344
-------------
0
27,476
-------------
0
203James F Pingpank MD PRY
Board Member
(i)

(ii)
636,309
-------------
0
0
-------------
0
58,637
-------------
0
22,733
-------------
0
9,294
-------------
0
726,973
-------------
0
0
-------------
0
204Edward T Karlovich PRY
EVP & CFO
(i)

(ii)
587,542
-------------
0
738,000
-------------
0
90,156
-------------
0
148,843
-------------
0
26,771
-------------
0
1,591,312
-------------
0
82,987
-------------
0
205Eileen Simmons PRY
Chief Financial Officer
(i)

(ii)
344,168
-------------
0
270,000
-------------
0
36,489
-------------
0
80,076
-------------
0
16,841
-------------
0
747,574
-------------
0
33,433
-------------
0
206Jared Weiner PRY
Chief Financial Officer
(i)

(ii)
186,426
-------------
0
113,800
-------------
0
356
-------------
0
14,112
-------------
0
16,356
-------------
0
331,050
-------------
0
0
-------------
0
207Alan Wells MD PRY
Former Board Member
(i)

(ii)
238,234
-------------
0
2,631
-------------
0
2,701
-------------
0
23,397
-------------
0
2,410
-------------
0
269,373
-------------
0
0
-------------
0
208Charissa Pacella MD PRY
Former Board Member
(i)

(ii)
295,451
-------------
0
6,144
-------------
0
59,291
-------------
0
22,658
-------------
0
3,007
-------------
0
386,551
-------------
0
0
-------------
0
209William Barrington MD PRY
Former Board Member
(i)

(ii)
520,725
-------------
0
58,700
-------------
0
72,883
-------------
0
29,349
-------------
0
7,717
-------------
0
689,374
-------------
0
0
-------------
0
210John Innocenti PRY
President
(i)

(ii)
558,919
-------------
0
595,000
-------------
0
99,092
-------------
0
141,309
-------------
0
34,334
-------------
0
1,428,654
-------------
0
80,170
-------------
0
211Alexander J Ciocca Esq SMH
Board Member
(i)

(ii)
199,447
-------------
0
152,600
-------------
0
18,689
-------------
0
43,455
-------------
0
22,498
-------------
0
436,689
-------------
0
13,868
-------------
0
212Sandra McAnallen SMH
Board Member
(i)

(ii)
0
-------------
470,108
0
-------------
449,000
0
-------------
36,611
0
-------------
114,010
0
-------------
19,409
0
-------------
1,089,138
0
-------------
19,500
213Marshall Stafford MD SMH
Former Board Member
(i)

(ii)
283,215
-------------
0
4,538
-------------
0
1,344
-------------
0
28,511
-------------
0
14,389
-------------
0
331,997
-------------
0
0
-------------
0
214David Patton SMH
President
(i)

(ii)
241,687
-------------
0
168,000
-------------
0
129,298
-------------
0
68,329
-------------
0
21,110
-------------
0
628,424
-------------
0
113,300
-------------
0
215Stephen Nimmo Esq SUS
Board Member
(i)

(ii)
330,559
-------------
0
312,000
-------------
0
46,827
-------------
0
88,319
-------------
0
34,007
-------------
0
811,712
-------------
0
40,910
-------------
0
216Susan Branton MD WIL
Board Member
(i)

(ii)
453,173
-------------
0
8,400
-------------
0
2,180
-------------
0
20,495
-------------
0
22,989
-------------
0
507,237
-------------
0
0
-------------
0
217Steven Johnson WIL
Board Member and President
(i)

(ii)
540,608
-------------
0
460,000
-------------
0
87,394
-------------
0
121,582
-------------
0
39,238
-------------
0
1,248,822
-------------
0
73,075
-------------
0
218Kevin Kist DO WIL
Board Member
(i)

(ii)
436,383
-------------
0
9,200
-------------
0
5,702
-------------
0
23,482
-------------
0
36,720
-------------
0
511,487
-------------
0
0
-------------
0
Schedule J (Form 990) 2020

Schedule J (Form 990) 2020
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
Schedule J PART 1 Question 1: UPMC may provide the following benefits to certain executives when they are necessary to achieve UPMC's charitable mission objectives: first-class or charter travel; travel for companions; tax indemnification or gross up payments; and/or business club dues or initiation fees. Provision of any such benefits is predicated on compliance with the organization's policies, is subject to review and approval processes, AND IS TREATED AS TAXABLE INCOME TO THE EXECUTIVES WHERE REQUIRED UNDER THE INTERNAL REVENUE CODE. Question 4a: CERTAIN PERSONS AS DISCLOSED in Part II WERE PROVIDED SEVERANCE OR SEPARATION PAYMENTS AS CONTRACTUALLY PROVIDED FOR per UPMC's COMPENSATION POLICY. These payments are properly reported in Part II, column (B). Question 4b: ALL PERSONS PARTICIPATING IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN ARE DISCLOSED IN SCHEDULE J WITH CORRESPONDING AMOUNTS DISCLOSED WITHIN THE TOTAL AMOUNT IN SCHEDULE J COLUMN C "RETIREMENT AND OTHER DEFERRED COMPENSATION". Due to restrictions imposed by the Internal Revenue Code ("Code"), certain officers and key employees are limited in the amount of benefits which may be received under a tax qualified retirement program. Like many employers, UPMC supplements its retirement benefits through a supplemental retirement program. The supplemental retirement program is subject to multi year vesting which places the officers and key employees' retirement benefit at risk of forfeiture if the vesting requirements are not satisfied. Once vested however, provisions of the Code require that the vested amounts be reported on the Form 990 and the vested officer or key employee include in current income the value of her or his supplemental retirement benefit. Notwithstanding the tax requirement to recognize the vested amount of the supplemental retirement benefit as current income for FICA taxation and reporting purposes, this benefit, which generally has been earned over her or his entire career, has not and will not be distributed until the officer or key employee retires or separates from service from UPMC AND SATISFIED THE NON-COMPETE PROVISION OF THEIR EMPLOYMENT AGREEMENT AND/OR SATISFY A POST-RETIREMENT SEPARATION AGREEMENT. The supplemental retirement program provides for the CURRENT distribution of only the amount necessary to satisfy any income tax liability resulting from the vesting during active employment. Finally, it should be noted that in accordance with IRS instructions, a substantial portion of the amount reported on the Form 990 attributable to supplemental retirement program vesting has been reported in previously filed Forms 990. Question 7: UPMC provides incentive compensation as part of its total compensation program for officers and key employees. This component is based upon the accomplishment of predetermined performance goals and objectives which focus on the achievement of multiple annual and three year individual and group performance criteria in the context of appropriate risk taking. These criteria directly support UPMC's mission and include: patient quality and satisfaction, community benefits, operational and financial strength, leadership development, and strategic business initiatives among others. QUESTION 8 & 9: UPMC follows the rebuttable presumption of reasonableness procedures described in Regulations Section 53.4958-6(c), where applicable. This includes contracts that may qualify for the initial contract exception under Regulations Section 53.4958-4(a)(3).
Schedule J (Form 990) 2020

Additional Data


Software ID:  
Software Version: