MEDICA HOLDING COMPANY
2024 · Form 990 · revenue $156.4M · expenses $1.6M · assets $586.9M
- EIN
- 01-0571840
- Address
- 401 CARLSON PARKWAY CP 330, MINNETONKA, MN 55305-5359
- Website
- WWW.MEDICA.COM
- NTEE code
- W11
- Subsection
- 501(c)(4)
- Ruling year
- 2018
- Cross-check
- ProPublica Nonprofit Explorer
Mission
TO BE THE TRUSTED HEALTH PLAN OF CHOICE FOR CUSTOMERS, MEMBERS, PARTNERS AND OUR EMPLOYEES.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
23 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| John W Naylor | FORMER PRESIDENT & CEO | 2017-2024 | $565,230 | $19,989,147 | 11 |
| Mark L Baird | FORMER SVP & CFO | 2017-2024 | $370,125 | $7,557,110 | 6 |
| James P Jacobson | FORMER SVP SEC & GEN COUNS | 2017-2024 | $403,815 | $4,893,738 | 6 |
| Elizabeth F Erickson | PRESIDENT, CEO, & TREAS THRU 1/2024 | 2023-2024 | $1,870,851 | $3,112,979 | 5 |
| David H Ellenbogen | FORMER SVP SEC & GEN COUNSEL | 2020-2024 | $226,230 | $2,710,620 | 6 |
| Mary P Quist | SR. VP, FINANCE THRU 6/2024 | 2022-2024 | $639,953 | $2,216,847 | 7 |
| John Buck | DIRECTOR & CHAIR | 2017-2024 | $145,250 | $1,069,125 | 4 |
| Krista Dusil | SVP, CFO, & TREASURER | 2024 | $920,238 | $920,238 | 5 |
| John Stanoch | DIRECTOR & VICE CHAIR | 2017-2024 | $128,500 | $798,875 | 4 |
| Earl Stratton | DIRECTOR | 2017-2024 | $95,250 | $773,500 | 3 |
| Mary Twinem | DIRECTOR | 2017-2024 | $90,250 | $703,625 | 4 |
| Rajesh Aggarwal | DIRECTOR | 2017-2024 | $100,000 | $648,000 | 3 |
| Brigid Bonner | DIRECTOR | 2018-2024 | $98,750 | $522,375 | 2 |
| Samuel Leon | FORMER DIRECTOR | 2017-2024 | $23,250 | $511,250 | 4 |
| Alicia Reuter | SVP & CHIEF LEGAL OFFICER, SECRETARY | 2024 | $481,224 | $481,224 | 4 |
| Gaye Adams Massey | DIRECTOR | 2020-2024 | $87,750 | $340,000 | 3 |
| Peter Kelley | DIRECTOR | 2023-2024 | $94,750 | $207,250 | 3 |
| Ugwuji Maduekwe | DIRECTOR | 2024 | $18,500 | $18,500 | 3 |
| David Tilford (former) | Former President & CEO | 2017-2018 | $292,799 | $1,744,310 | 7 |
| Peter Kelly (former) | DIRECTOR | 2017-2022 | $87,375 | $472,125 | 3 |
| Esther Tomljanovich (former) | FORMER DIRECTOR | 2017-2022 | $11,500 | $384,625 | 4 |
| Raj Aggarawl (former) | DIRECTOR | 2020 | $85,000 | $85,000 | 2 |
| Sam Leon (former) | DIRECTOR | 2020 | $78,500 | $78,500 | 3 |
People by year
2024 · 18 people listed · 18 paid, $6.4M · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ELIZABETH F ERICKSON | PRESIDENT, CEO, & TREAS THRU 1/2024 | 0 | $0 | $1,669,649 | $201,202 | $1,870,851 | 5 |
| KRISTA DUSIL | SVP, CFO, & TREASURER | 0 | $0 | $804,123 | $116,115 | $920,238 | 5 |
| MARY P QUIST | SR. VP, FINANCE THRU 6/2024 | 0 | $0 | $604,708 | $35,245 | $639,953 | 7 |
| JOHN NAYLOR | FORMER PRESIDENT & CEO | 0 | $0 | $565,230 | $0 | $565,230 | 11 |
| ALICIA REUTER | SVP & CHIEF LEGAL OFFICER, SECRETARY | 0 | $0 | $408,482 | $72,742 | $481,224 | 4 |
| JAMES JACOBSON | FORMER SVP SEC & GEN COUNS | 0 | $0 | $403,815 | $0 | $403,815 | 6 |
| MARK L BAIRD | FORMER SVP & CFO | 0 | $0 | $370,125 | $0 | $370,125 | 6 |
| DAVID H ELLENBOGEN | FORMER SVP SEC & GEN COUNSEL | 0 | $0 | $224,611 | $1,619 | $226,230 | 6 |
| JOHN BUCK | DIRECTOR & CHAIR | 0 | $0 | $145,250 | $0 | $145,250 | 4 |
| JOHN STANOCH | DIRECTOR & VICE CHAIR | 0 | $0 | $128,500 | $0 | $128,500 | 4 |
| RAJESH AGGARWAL | DIRECTOR | 0 | $0 | $100,000 | $0 | $100,000 | 3 |
| BRIGID BONNER | DIRECTOR | 0 | $0 | $98,750 | $0 | $98,750 | 2 |
| EARL STRATTON | DIRECTOR | 0 | $0 | $95,250 | $0 | $95,250 | 3 |
| PETER KELLEY | DIRECTOR | 0 | $0 | $94,750 | $0 | $94,750 | 3 |
| MARY TWINEM | DIRECTOR | 0 | $0 | $90,250 | $0 | $90,250 | 4 |
| GAYE ADAMS MASSEY | DIRECTOR | 0 | $0 | $87,750 | $0 | $87,750 | 3 |
| SAMUEL LEON | FORMER DIRECTOR | 0 | $0 | $23,250 | $0 | $23,250 | 4 |
| UGWUJI MADUEKWE | DIRECTOR | 0 | $0 | $18,500 | $0 | $18,500 | 3 |
2023 · 15 people listed · 15 paid, $10.7M · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOHN NAYLOR | PRESIDENT & CEO (THRU 9/23) | 0 | $0 | $5,672,385 | $28,672 | $5,701,057 | 11 |
| ELIZABETH F ERICKSON | PRESIDENT & CEO & CFO | 0 | $0 | $1,203,089 | $39,039 | $1,242,128 | 5 |
| MARY P QUIST | TREASURER/INTERIM CFO | 0 | $0 | $808,429 | $49,529 | $857,958 | 7 |
| DAVID H ELLENBOGEN | SVP SEC & GEN COUNSEL (THRU 12/23) | 0 | $0 | $773,584 | $45,018 | $818,602 | 6 |
| MARK L BAIRD | FORMER SVP & CFO | 0 | $0 | $552,044 | $0 | $552,044 | 6 |
| JAMES JACOBSON | FORMER SVP SEC & GEN COUNSEL | 0 | $0 | $448,077 | $0 | $448,077 | 6 |
| JOHN BUCK | DIRECTOR & CHAIR | 0 | $0 | $163,750 | $0 | $163,750 | 4 |
| JOHN STANOCH | DIRECTOR & VICE CHAIR | 0 | $0 | $121,250 | $0 | $121,250 | 4 |
| RAJESH AGGARWAL | DIRECTOR | 0 | $0 | $119,750 | $0 | $119,750 | 3 |
| EARL STRATTON | DIRECTOR | 0 | $0 | $114,750 | $0 | $114,750 | 3 |
| PETER KELLEY | DIRECTOR | 0 | $0 | $112,500 | $0 | $112,500 | 3 |
| MARY TWINEM | DIRECTOR | 0 | $0 | $111,000 | $0 | $111,000 | 4 |
| BRIGID BONNER | DIRECTOR | 0 | $0 | $108,000 | $0 | $108,000 | 2 |
| SAMUEL LEON | DIRECTOR | 0 | $0 | $100,250 | $0 | $100,250 | 4 |
| GAYE ADAMS MASSEY | DIRECTOR | 0 | $0 | $95,000 | $0 | $95,000 | 3 |
2022 · 15 people listed · 15 paid, $6.9M · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOHN W NAYLOR | PRESIDENT & CEO | 0 | $0 | $2,835,957 | $44,105 | $2,880,062 | 11 |
| MARK L BAIRD | SVP & CFO | 0 | $0 | $1,039,962 | $27,542 | $1,067,504 | 6 |
| DAVID H ELLENBOGEN | SVP SEC & GENERAL COUNSEL | 0 | $0 | $735,741 | $99,633 | $835,374 | 6 |
| MARY P QUIST | SVP FIN & CORP CONTROLLER | 0 | $0 | $663,642 | $55,294 | $718,936 | 7 |
| JAMES P JACOBSON | FORMER SVP SEC & GEN COUNSEL | 0 | $0 | $595,469 | $0 | $595,469 | 6 |
| JOHN BUCK | DIRECTOR & CHAIR | 0 | $0 | $133,000 | $0 | $133,000 | 4 |
| JOHN STANOCH | DIRECTOR & VICE CHAIR | 0 | $0 | $92,625 | $0 | $92,625 | 4 |
| EARL STRATTON | DIRECTOR | 0 | $0 | $92,625 | $0 | $92,625 | 3 |
| RAJESH AGGARWAL | DIRECTOR | 0 | $0 | $91,875 | $0 | $91,875 | 3 |
| PETER KELLY | DIRECTOR | 0 | $0 | $87,375 | $0 | $87,375 | 3 |
| MARY TWINEM | DIRECTOR | 0 | $0 | $87,375 | $0 | $87,375 | 4 |
| BRIGID BONNER | DIRECTOR | 0 | $0 | $83,250 | $0 | $83,250 | 2 |
| SAMUEL LEON | DIRECTOR | 0 | $0 | $80,750 | $0 | $80,750 | 4 |
| GAYE ADAMS MASSEY | DIRECTOR | 0 | $0 | $71,750 | $0 | $71,750 | 3 |
| ESTHER TOMLJANOVICH | FORMER DIRECTOR | 0 | $0 | $11,500 | $0 | $11,500 | 4 |
2021 · 14 people listed · 14 paid, $6.4M · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOHN W NAYLOR | PRESIDENT & CEO | 0 | $0 | $2,863,360 | $43,901 | $2,907,261 | 11 |
| MARK L BAIRD | SVP & CFO | 0 | $0 | $1,288,249 | $46,819 | $1,335,068 | 6 |
| DAVID H ELLENBOGEN | SVP SEC & GENERAL COUNSEL | 0 | $0 | $683,704 | $90,914 | $774,618 | 6 |
| JAMES P JACOBSON | SVP SEC & GENERAL COUNSEL | 0 | $0 | $467,502 | $13,265 | $480,767 | 6 |
| JOHN BUCK | DIRECTOR & CHAIR | 0 | $0 | $140,500 | $0 | $140,500 | 4 |
| EARL STRATTON | DIRECTOR | 0 | $0 | $113,750 | $0 | $113,750 | 3 |
| JOHN STANOCH | DIRECTOR & VICE CHAIR | 0 | $0 | $103,750 | $0 | $103,750 | 4 |
| RAJESH AGGARWAL | DIRECTOR | 0 | $0 | $97,875 | $0 | $97,875 | 3 |
| MARY TWINEM | DIRECTOR | 0 | $0 | $95,375 | $0 | $95,375 | 4 |
| PETER KELLY | DIRECTOR | 0 | $0 | $88,875 | $0 | $88,875 | 3 |
| SAMUEL LEON | DIRECTOR | 0 | $0 | $82,375 | $0 | $82,375 | 4 |
| BRIGID BONNER | DIRECTOR | 0 | $0 | $79,875 | $0 | $79,875 | 2 |
| ESTHER TOMLJANOVICH | DIRECTOR | 0 | $0 | $77,250 | $0 | $77,250 | 4 |
| GAYE ADAMS-MASSEY | DIRECTOR | 0 | $0 | $70,500 | $0 | $70,500 | 3 |
2020 · 14 people listed · 14 paid, $5.8M · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOHN W NAYLOR | PRESIDENT & CEO | 0 | $0 | $2,691,811 | $41,659 | $2,733,470 | 11 |
| MARK L BAIRD | SVP & CFO, TREASURER | 0 | $0 | $1,252,275 | $51,449 | $1,303,724 | 6 |
| JAMES P JACOBSON | SVP & GEN COUNSEL, SECRETARY | 0 | $0 | $847,800 | $54,490 | $902,290 | 6 |
| JOHN BUCK | DIRECTOR, CHAIR | 0 | $0 | $126,625 | $0 | $126,625 | 4 |
| EARL STRATTON | DIRECTOR | 0 | $0 | $99,375 | $0 | $99,375 | 3 |
| JOHN STANOCH | DIRECTOR, VICE CHAIR | 0 | $0 | $87,875 | $0 | $87,875 | 4 |
| MARY TWINEM | DIRECTOR | 0 | $0 | $87,250 | $0 | $87,250 | 4 |
| RAJ AGGARAWL | DIRECTOR | 0 | $0 | $85,000 | $0 | $85,000 | 2 |
| PETER KELLY | DIRECTOR | 0 | $0 | $81,250 | $0 | $81,250 | 3 |
| SAM LEON | DIRECTOR | 0 | $0 | $78,500 | $0 | $78,500 | 3 |
| ESTHER TOMLJANOVICH | DIRECTOR | 0 | $0 | $74,125 | $0 | $74,125 | 4 |
| BRIGID BONNER | DIRECTOR | 0 | $0 | $70,000 | $0 | $70,000 | 2 |
| DAVID H ELLENBOGEN | SVP & GEN COUNSEL, SECRETARY | 0 | $0 | $55,108 | $688 | $55,796 | 6 |
| GAYE ADAMS MASSEY | DIRECTOR | 0 | $0 | $15,000 | $0 | $15,000 | 3 |
2019 · 12 people listed · 12 paid, $4.6M · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| John W Naylor | President & CEO | 0 | $0 | $1,977,413 | $42,410 | $2,019,823 | 11 |
| Mark L Baird | SVP & CFO, Treasurer | 0 | $0 | $1,036,756 | $52,987 | $1,089,743 | 6 |
| James P Jacobson | SVP & Gen Counsel, Secretary | 0 | $0 | $716,604 | $54,361 | $770,965 | 6 |
| John Buck | Director, Chair | 0 | $0 | $126,500 | $0 | $126,500 | 4 |
| John Stanoch | Director, Vice Chair | 0 | $0 | $97,250 | $0 | $97,250 | 4 |
| Earl Stratton | Director | 0 | $0 | $88,750 | $0 | $88,750 | 3 |
| Rajesh Aggarwal | Director | 0 | $0 | $83,125 | $0 | $83,125 | 3 |
| Mary Twinem | Director | 0 | $0 | $81,625 | $0 | $81,625 | 4 |
| Samuel Leon | Director | 0 | $0 | $78,375 | $0 | $78,375 | 4 |
| Peter Kelly | Director | 0 | $0 | $75,625 | $0 | $75,625 | 3 |
| Esther Tomljanovich | Director | 0 | $0 | $75,250 | $0 | $75,250 | 4 |
| Brigid Bonner | Director | 0 | $0 | $62,500 | $0 | $62,500 | 2 |
2018 · 13 people listed · 13 paid, $4.5M · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| John W Naylor | President & CEO | 0 | $0 | $1,725,038 | $41,286 | $1,766,324 | 11 |
| Mark L Baird | SVP & CFO, Treasurer | 0 | $0 | $1,007,625 | $52,175 | $1,059,800 | 6 |
| James P Jacobson | SVP & Gen Counsel, Secretary | 0 | $0 | $693,328 | $52,578 | $745,906 | 6 |
| David Tilford | Former President & CEO | 0 | $0 | $292,799 | $0 | $292,799 | 7 |
| John Buck | Director, Chair | 0 | $0 | $110,250 | $0 | $110,250 | 4 |
| Earl Stratton | Director | 0 | $0 | $73,750 | $0 | $73,750 | 3 |
| John Stanoch | Director, Vice Chair | 0 | $0 | $72,500 | $0 | $72,500 | 4 |
| Samuel Leon | Director | 0 | $0 | $70,250 | $0 | $70,250 | 4 |
| Rajesh Aggarwal | Director | 0 | $0 | $70,000 | $0 | $70,000 | 3 |
| Mary Twinem | Director | 0 | $0 | $70,000 | $0 | $70,000 | 4 |
| Esther Tomljanovich | Director | 0 | $0 | $67,750 | $0 | $67,750 | 4 |
| Peter Kelly | Director | 0 | $0 | $67,500 | $0 | $67,500 | 3 |
| Brigid Bonner | Director | 0 | $0 | $20,000 | $0 | $20,000 | 2 |
2017 · 12 people listed · 12 paid, $4.9M · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| David Tilford | Pres/CEO thru 1/17 | 0 | $0 | $1,444,272 | $7,239 | $1,451,511 | 7 |
| John W Naylor | President/CEO- start Feb 2017 | 0 | $0 | $1,372,499 | $43,421 | $1,415,920 | 11 |
| Mark L Baird | SVP & CFO, Treasurer | 0 | $0 | $728,871 | $50,231 | $779,102 | 6 |
| James P Jacobson | SVP & Gen Counsel, Secretary | 0 | $0 | $494,384 | $52,065 | $546,449 | 6 |
| John Buck | Director, Chair | 0 | $0 | $123,250 | $0 | $123,250 | 4 |
| Earl Stratton | Director | 0 | $0 | $95,250 | $0 | $95,250 | 3 |
| John Stanoch | Director, Vice Chair | 0 | $0 | $95,125 | $0 | $95,125 | 4 |
| Rajesh Aggarwal | Director | 0 | $0 | $85,375 | $0 | $85,375 | 3 |
| Mary Twinem | Director | 0 | $0 | $80,750 | $0 | $80,750 | 4 |
| Esther Tomljanovich | Director | 0 | $0 | $78,750 | $0 | $78,750 | 4 |
| Samuel Leon | Director | 0 | $0 | $76,000 | $0 | $76,000 | 4 |
| Peter Kelly | Director | 0 | $0 | $71,500 | $0 | $71,500 | 3 |
Highest-paid independent contractors
No independent contractors reported.
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $156,385,778 | $1,575,144 | $586,945,448 | $586,792,448 | $0 | $0 | $0 | 0 | 0 |
| 2023 · Form 990 | ||||||||
| $22,445,270 | $13,956,522 | $468,669,723 | $468,516,723 | $0 | $0 | $0 | 0 | 0 |
| 2023 · Form 990 | ||||||||
| $22,445,270 | $13,956,522 | $468,669,723 | $468,516,723 | $0 | $0 | $0 | 0 | 0 |
| 2022 · Form 990 | ||||||||
| $1,037,106 | $652,335 | $602,876,570 | $494,443,522 | $0 | $0 | $0 | 0 | 0 |
| 2021 · Form 990 | ||||||||
| $25,184 | $128,481 | $521,450,691 | $521,450,691 | $0 | $0 | $0 | 0 | 0 |
| 2020 · Form 990 | ||||||||
| $481,640 | $97,375 | $396,466,769 | $396,466,769 | $0 | $0 | $0 | 0 | 0 |
| 2019 · Form 990 | ||||||||
| $1,101,365 | $18,861 | $56,082,504 | $56,082,504 | $0 | $0 | $0 | 0 | 0 |
| 2018 · Form 990 | ||||||||
| $0 | $0 | $0 | $0 | $0 | $0 | $0 | 0 | 0 |
| 2017 · Form 990 | ||||||||
| $0 | $0 | $0 | $0 | $0 | $0 | $0 | 0 | 0 |
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990 · $1,575,144 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: investment management | $729,690 | - | $729,690 | - | 46.3% | |
| Other (as described) | MEMBERSHIP GUARANTEE AD | $438,800 | - | $438,800 | - | 27.9% |
| Interest | $406,654 | - | $406,654 | - | 25.8% | |
| Total | $1,575,144 | 100% |
2023 · Form 990 · $13,956,522 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | MEMBERSHIP GUARANTEE | $12,993,490 | - | $12,993,490 | - | 93.1% |
| Fees: investment management | $641,296 | - | $641,296 | - | 4.6% | |
| Interest | $321,736 | - | $321,736 | - | 2.3% | |
| Total | $13,956,522 | 100% |
2022 · Form 990 · $652,335 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: investment management | $470,535 | - | $470,535 | - | 72.1% | |
| Interest | $181,800 | - | $181,800 | - | 27.9% | |
| Total | $652,335 | 100% |
2021 · Form 990 · $128,481 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Interest | $128,481 | - | $128,481 | - | 100.0% | |
| Total | $128,481 | 100% |
2020 · Form 990 · $97,375 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Interest | $97,375 | - | $97,375 | - | 100.0% | |
| Total | $97,375 | 100% |
2019 · Form 990 · $18,861 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: investment management | $18,861 | - | $18,861 | - | 100.0% | |
| Total | $18,861 | 100% |