Security Health Plan of Wisconsin Inc
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.
Security Health Plan of Wisconsin Inc at a glance
In short: Security Health Plan of Wisconsin Inc gave $50K across 1 grant in 2024 (avg $50K), mostly in Wisconsin. Source: 2024 IRS Form 990 filing.
- Annual giving (2024)
- $50,000
- Grants made (2024)
- 1
- Average grant
- $50,000
- Median grant
- $50,000
- Total assets
- $393,639,553
- -2.5% vs 2023
- Primary geography
- Wisconsin (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990 filing, 2024 View filing
Data from IRS Form 990 filing, 2024; updated September 2026.
Who Security Health Plan of Wisconsin Inc funds
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was Marathon County Special Education ($50K).
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 6 grants of 10 (60%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
How Security Health Plan of Wisconsin Inc gives
- Giving fell 75% from 2021 to 2024. Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $50K (2024) to $201K (2021). In 2024 it made 1 grant totaling $50K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Marathon County Special Education Wausau, WI | B.E.S.T. Universal Screening Platform | $50,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2024 | $393,639,553 | $1,502,964,953 | $1,504,996,026 | $50,000 | 1 | $17,386,425 |
| 2023 | $403,621,294 | $1,438,516,604 | $1,427,562,132 | — | — | $15,507,781 |
| 2022 | $411,409,960 | $1,309,605,178 | $1,295,758,976 | $165,750 | 2 | $7,783,386 |
| 2021 | $349,593,409 | $1,232,241,134 | $1,220,421,629 | $200,954 | 4 | $10,821,349 |
| 2020 | $403,336,900 | $1,284,857,928 | $1,192,333,009 | $183,750 | 3 | $19,101,357 |
About Security Health Plan of Wisconsin Inc
Based on IRS filings
Security Health Plan of Wisconsin Inc is a nonprofit organization, based in Marshfield, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $393.6M in total assets. In 2024, it awarded 1 grant totaling $50K. Net investment income was $17.4M.
Leadership & Key People
Officers and directors from IRS filings
Security Health Plan of Wisconsin Inc is led by Krista Hoglund, Shp CEO since 2021 (on filings since 2020); none of the 20 officers listed in 2024 report compensation.
Officers on the 2024 filing
Krista Hoglund
Shp CEO
Chief Actuary & CFO → Shp CEO, 2021
On filings since 2020
1 hr/week
No compensation reported
Brian Hoerneman MD
Board Member & McHs Interim CEO
On filings since 2023
1 hr/week
No compensation reported
Michael Luebke
Chair
On filings since 2020
1 hr/week
No compensation reported
Terry Frankland
Chair
Treasurer → Chair, 2024
On filings since 2020
1 hr/week
No compensation reported
Jennifer Shermo
Chief Growth Officer
On filings since 2021
50 hrs/week
$178K (2021) → $0 (2024)
David Nyman
Chief Operating Officer
On filings since 2022
50 hrs/week
$235K (2022) → $0 (2024)
Chris Buel
Shp Vice President of Finance & CFO
On filings since 2023
50 hrs/week
$314K (2023) → $0 (2024)
Lisa Boero
Chief Legal & Compliance
Chief Legal & Compliance Officer → Chief Legal & Compliance, 2024
On filings since 2023
50 hrs/week
$300K (2023) → $0 (2024)
Alpa Shah MD
Board Member
On filings since 2020
1 hr/week
No compensation reported
Mark Bradley
Secretary
On filings since 2020
1 hr/week
No compensation reported
Mary Jo Johnson
Board Member
On filings since 2020
1 hr/week
No compensation reported
Michael Sautebin
Former Shp Chief Actuary
On filings since 2020
No compensation reported
Cathy Bukowski
Former McHs CFO
McHs CFO - → Former McHs CFO, 2024
On filings since 2023
No compensation reported
Elvis Peter MD
Secretary
Board Member → Secretary, 2024
On filings since 2023
1 hr/week
No compensation reported
Jeanette Wojtalewicz
Interim McHs CFO
On filings since 2023
1 hr/week
No compensation reported
Samantha Klebe DO
Board Member & McHs CMO
On filings since 2023
1 hr/week
No compensation reported
Matthew Oelstrom MD
Board Member
New on the 2024 filing
1 hr/week
No compensation reported
Renee Smith
Chief Medical Officer
New on the 2024 filing
50 hrs/week
No compensation reported
Tom Evert
Treasurer
New on the 2024 filing
1 hr/week
No compensation reported
Tom Wenzel
Vice Chair
New on the 2024 filing
1 hr/week
No compensation reported
Former officers (10)
- Former: Edward Fernandez MD (2020–2023) — Board Member -
- Former: Susan Turney MD (2020–2023) — Board Member & McHs CEO -
- Former: William Melms MD (2021–2023) — Vice Chair & McHs CMO -
- Former: Gordon Edwards (2020–2022) — McHs & Shp CFO -
- Former: Jennifer Hockin (2020–2022) — Chief Operating Officer -
- Former: Jerard Jensen (2020–2022) — McHs General Counsel
- Former: Julie Brussow (2020–2021) — Shp CEO -
- Former: Marty Anderson (2020–2021) — Chief Growth Officer -
- Former: Narayana Murali MD (2020–2021) — Vice Chair & McHs Cso -
- Former: Matthew Thomas MD (2020) — Vice Chair
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2023 IRS filing
The highest reported compensation on the 2023 filing was $314K, to Chris Buel (SHP VP of Finance/CFO). 4 officers or directors reported compensation on that filing.
Frequently asked questions about Security Health Plan of Wisconsin Inc
How much does Security Health Plan of Wisconsin Inc give each year?
Security Health Plan of Wisconsin Inc gave $50K across 1 grant in 2024, according to its 2024 IRS Form 990 filing.
How large is Security Health Plan of Wisconsin Inc?
Security Health Plan of Wisconsin Inc reported $393.6M in total assets on its 2024 IRS Form 990 filing. Its revenue that year was $1.5B.
Where does Security Health Plan of Wisconsin Inc operate?
Security Health Plan of Wisconsin Inc has awarded grants in Wisconsin.
What is Security Health Plan of Wisconsin Inc's EIN?
Security Health Plan of Wisconsin Inc's EIN (Employer Identification Number) is 39-1572880. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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