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Governance Register
US nonprofit · EIN 391572880 · Marshfield, WIiSource and licenceOrganisation record IRS Exempt Organizations Business Master File (EIN 391572880)Board and officers IRS Form 990 annual filings, Part VII (directors, trustees, officers, key employees), read year by year to observe tenure.Latest return IRS Form 990 series e-file data - 990 for the year to 31 December 2024: assets, liabilities, staff, website, telephone, pay, related organisations (Schedule R), grants paid (Schedule I).Renewal outlook Computed by Governance Register from the observed filing history and filed revenue (us-approach-v4-clean). Not a statement that the organisation is recruiting.Licence US Federal Government public domain.How we handle data

Security Health Plan of Wisconsin Inc's network

11 people9 organisationsi11 people and 9 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (11). Violet dotted lines (22) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.

The board

11 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 8 voting members of its governing body on its latest Form 990 Part VI; we list 11 in Part VII (Part VII does not always name every voting member).
NameRole as filedSinceOn the board
Michael Luebke ChairChair2018
8 yrs
Alpa Shah MDBoard Member2019
7 yrs
Brian Hoerneman MDBoard Member/MCHS Interim CEO2023
3 yrs
Edward Fernandez MDBoard Member - Part Year2018
8 yrs
Elvis Peter MDBoard Member2023
3 yrs
Mark BradleyCompany secretary2019
7 yrs
Mary JO Johnson (also filed as Mary Jo Johnson)Board Member2018
8 yrs
Samantha Klebe DOBoard Member/MCHS CMO2023
3 yrs
Susan Turney MDBoard Member/MCHS CEO - Part Year2022
4 yrs
Terry FranklandTreasurer2018
8 yrs
William Melms MDVice Chair/MCHS CMO - Part Year2022
4 yrs
Under 5 years5 to 6 years6 years or moreShow all 11 →

Officers and senior leadership

15 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.
NameTitle as filedOn the filings
Cathy BukowskiMCHS CFO - Part Year2023
Chris BuelSHP VP of Finance/CFO2023
David NymanChief Operating Officersince 2022
Eric QuiversChief Medical Officer2018
Gordon EdwardsMCHS CFO/COO & SHP CFOsince 2018
Jeanette WojtalewiczInterim MCHS CFO2023
Jennifer HockinChief Operating Officersince 2018
Jennifer ShermoChief Growth Officersince 2022
Jerard JensenMCHS General Counselsince 2018
Julie BrussowSHP CEOsince 2018
Krista HoglundSHP CEOsince 2018
Lisa BoeroChief Legal & Compliance Officer2023
Marty AndersonChief Growth Officersince 2018
Michael SautebinChief Actuary (thru Feb 2019)since 2018
Susan Turney MDMCHS CEOsince 2018

Pay and hours

year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.
NameTitle as filedHours a weekPay from the organisationRelated organisationsOther
Michael LuebkeChair (Thru Feb 2024)1$0$11k
Terry FranklandChair1$0$19k
Tom WenzelVice Chair1$0$8k
Mark BradleySecretary (Thru Feb 2024)1$0$6k
Elvis Peter MDSecretary1$0$812k$48k
Tom EvertTreasurer1$0$11k
Mary Jo JohnsonBoard Member1$0
Samantha Klebe DoBoard Member/MCHS CMO1$0$704k$36k
Brian Hoerneman MDBoard Member/MCHS Interim CEO1$0$1.6m$39k
Matthew Oelstrom MDBoard Member1$0$500k$38k
Alpa Shah MDBoard Member (Thru Feb 2024)1$0$283k$9k
Krista HoglundSHP CEO1$0$680k$40k
Jeanette WojtalewiczInterim MCHS CFO1$0$973k
Jennifer ShermoChief Growth Officer50$0$249k$34k
David NymanChief Operating Officer50$0$259k$36k
Lisa BoeroChief Legal/Compliance (Thru Aug 24)50$0$415k$11k
Chris BuelSHP VP of Finance/CFO50$0$309k$46k
Renee SmithChief Medical Officer50$0$299k$26k
Cathy BukowskiFormer MCHS CFO0$0$632k
Michael SautebinFormer SHP Chief Actuary0$0$191k$38k

About

Legal name
Security Health Plan of Wisconsin Inc
EIN
391572880
Address
Po Box 8000, Marshfield, WI, 54449-8000
State
Wisconsin
Mission
Security health plan's mission is to enrich lives to help consumers and communities reach their best health by ensuring access to affordable and high quality health insurance. (as filed on the Form 990)
IRS classification
501(c)04 (tax-exempt under section 501(c)(3) where shown)
Size band
9 (IRS master file code)
Formed
1986
Principal officer
Bill Gassen (as named on the Form 990)
IRS ruling date
1 January 1989
Status
Code 01 (unconditional exemption)
Form 990 filings on record
5, latest 2023

Most connected

Related organisations (Schedule R)

Longest observed on the filings

≥8years on the filingsMichael Luebke
≥8years on the filingsEdward Fernandez MD
≥8years on the filingsMary JO Johnson
≥8years on the filingsTerry Frankland

Latest return

year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.
Total assets
$393.6m
Total liabilities
$259m
Net assets or fund balances
$134.7m
Contributions and grants received
$0
Program service revenue
$1.48bn
Grants and similar paid out
$52k
Employees
0
Volunteers
3

Grants paid

1 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.
RecipientPurposeAmount
Marathon County Special EducationB.e.s.t. Universal screening platform$50k