named programs · 6 · from sources
What they call their work
Elderplan Advantage for Nursing Home Residents
Provides enhanced medical care coordination for nursing home residents through skilled nurse practitioners and customized care plans.
Elderplan Flex
Medicare Advantage plan offering flexibility in benefits selection, including over-the-counter supplies or transportation to medical appointments.
Elderplan Plus Long-Term Care
Combines Medicare, Medicaid, and long-term care benefits into one plan with personal care workers and dedicated care coordination for nursing home-eligible individuals.
Elderplan Select
Specialized plan for Medicare beneficiaries living in contracted congregate care settings, providing enhanced care from nurse practitioners and dedicated nurses.
Elderplan for Medicaid Beneficiaries
Medicare Advantage Special Needs Plan for dual-eligible beneficiaries offering integrated medical, hospital, and prescription drug coverage with care management support.
HomeFirst Managed Long-Term Care (MLTC) Plan
Provides home-based long-term care services including personal care, health coaching, home-delivered meals, and medical services such as dental, vision, and hearing.
activities · 8 groups
What they do
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Union and Association Benefit Funds 2 activities
- Distributes over-the-counter (OTC) benefits and supplemental supportProvides members with over-the-counter benefits that can be used for groceries, home-delivered meals, and rent or mortgage assistance. Members may choose between OTC benefits and transportation to medical appointments.
- Offers prescription drug and pharmacy servicesProvides Medicare Part D prescription drug coverage with cost-sharing based on plan, drug tier, and income level. Includes mail-order pharmacy services through CVS/Caremark Home Delivery and assistance for lower-income members to access Medicare Extra Help to reduce drug costs.
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Medicaid Health Home Care Coordination 1 activity
- Coordinates comprehensive care management for membersProvides dedicated care managers and care coordination teams who work with physicians and other professionals to develop individualized care plans, conduct regular health assessments, and support members with chronic conditions. Care management includes integration of medical, behavioral health, and long-term care services.
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Language Access Services 1 activity
- Ensures accessibility and language access for membersOffers multilingual staff, telephone interpreter services via Language Line, and member materials in prevalent languages. Provides accessible formats such as Braille, CDs, and audio tapes for visually impaired members, and employs a culturally diverse workforce to meet member needs.
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Non-Emergency Medical & Essential Transportation 1 activity
- Facilitates transportation and post-disenrollment supportArranges non-emergency medical transportation for members through Medicaid and Medical Answering Services. Continues to provide covered benefits until the effective disenrollment date and refers members to alternative services after disenrollment.
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Healthcare Compliance and Ethics Programs 1 activity
- Operates Special Investigation Unit to combat fraudRuns a Special Investigation Unit focused on identifying and addressing fraud, waste, and abuse in Medicare and Medicaid programs to protect program integrity and ensure proper use of public funds.
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Telehealth and Urgent Care Access 1 activity
- Provides 24/7 nursing support and member health educationOffers round-the-clock access to on-call nurses for medical questions and support. Distributes newsletters with health tips and advice to promote physical and mental well-being and runs a wellness incentive program that rewards members for health-related activities and flu vaccinations.
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Home Care Services for Elderly and Disabled 1 activity
- Provides home-based and facility-based long-term care servicesDelivers home health services including personal care, health coaching, home-delivered meals, and medical support in multiple New York counties. Services are provided through licensed agencies or consumer-directed models, including support for members in assisted living or congregate care settings via Nurse Practitioners, Physician Assistants, and Registered Nurses.
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Uncategorized 1 activity
- Provides Medicare Advantage and Managed Long-Term Care plansOffers integrated health plans that cover medical care, hospital services, prescription drugs, and long-term care for Medicare, Medicaid, and Dual Eligible beneficiaries in the greater New York area. These plans include Medicare Advantage and Managed Long-Term Care options tailored to meet the needs of older adults and individuals with chronic conditions.
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financials · form 990 · fy2024
revenue
Total revenue$2.05B
Contributions & grants$00%
Program service revenue$2.03B99%
Investment income$19.29M1%
Other revenue$0
expenses
Total expenses$1.98B
Program expenses86%
Admin / overhead14%
Fundraising0%
Salaries & benefits$156.35M
Grants paid out$0
Largest expense lineProfessional Fees
balance sheet
Total assets$754.38M
Cash$226.56M
Investments$268.18M
Liabilities$397.94M
Net assets$356.43M
Liquid reserves3.0 mo
3 years on record · 2020–2024 · YoY revenue +28.3%
leadership · form 990 part vii · fy2024
Who runs it
paid leadership · 11
| Name | Title | Hours/wk | Compensation |
|---|---|---|---|
| DAVID WAGNER | CEO, PRESIDENT | 22 | $1.66M |
| DAVID KOSCHITZKI | CHIEF FINANCIAL OFFICER | 24 | $863K |
| CHRISTINA VAN VORT | CHIEF LEGAL OFFICER | 24 | $829K |
| Francisco Polanco | SVP of Business DEV & GROWTH | 35 | $654K |
| DIANA GELFAND | CHIEF CLINICAL OFFICER | 35 | $586K |
| GILBERT BURGOS MD | ED OF MEDICAL AFFAIRS | 29 | $560K |
| JOHN COLEMAN | VP OF FINANCE | 35 | $472K |
| JACLYN O'BRIEN | VP OF HEALTH ECONOMICS | 35 | $420K |
| CRAIG AZOFF | SVP, ELDERPLAN INFO SVCS. | 35 | $393K |
| LAURISSA BURNS | CHIEF ADMINISTRATIVE OFFICER | 35 | $376K |
| BARBARA LATESTA | DIRECTOR | 1 | $14K |
board members · 14
- AMIR KISHON — SECRETARY/TREASURER
- ARTHUR GOSHIN — DIRECTOR
- BENNY SOFFER — DIRECTOR (7/24 - 9/24)
- BRADLEY FLUEGEL — DIRECTOR
- BURTON ESRIG — CHAIRMAN
- CARI ALMO GALLMAN — DIRECTOR
- DANIEL WOLFSON — DIRECTOR (7/24-11/24)
- DANIELLE ROLLMANN — DIRECTOR
- ELI FELDMAN — DIRECTOR
- IRA ROSEN — DIRECTOR (TERM 8/24)
- JAMES WILLIS — DIRECTOR
- JAY TALBOT — DIRECTOR
- PATRICK BARLOW — TREASURER
- PETER BAILEY — VICE CHAIRMAN
relationships · 20
Who they work with
- CVS/Caremark Partner — Partners with CVS/Caremark for home delivery of prescription drugs.
- Carelon Behavioral Health Partner — Partnered to provide behavioral health care provider services.
- County Department of Social Services Government — Involved in agreement-based disenrollment decisions and processing disenrollment requests.
- DentaQuest Partner — Partner that will provide dental benefits to HomeFirst members starting January 1, 2026.
- Healthplex Partner — Partner that provides dental benefits to HomeFirst members through December 31, 2025.
- Hear USA Partner — Partner that provides hearing benefits to HomeFirst members.
- Medicaid Government — Provides Managed Long-Term Care plans for Medicaid and Dual Medicare and Medicaid beneficiaries.
- Medical Answering Services (MAS) Partner — Partner organization that provides routine non-emergency medical transportation for HomeFirst members.
- Medicare Government — Administers the Extra Help program that Elderplan helps members access for prescription drug cost assistance.
- Medicare Government — Provides Medicare Advantage and Managed Long-Term Care plans for Medicare beneficiaries.
- New York Independent Assessor Program Partner — Collaborates with NYIAP for eligibility assessments required for enrollment in the HomeFirst MLTCP.
- New York Medicaid Choice Government — State program through which members can change health plans; processes disenrollment requests and coordinates plan changes.
- New York State Department of Health Government — Collaborates with the plan on member disenrollment decisions and operates under state contract for managed long-term care services.
- New York State Department of Health Government — Rated HomeFirst as a 5-Star Managed Long-Term Care plan in the DOH Consumer Guide.
- Social Security Government — Partner agency for determining eligibility for Extra Help (Low-Income Subsidy) benefits.
- Social Security Administration Government — Collaborates on eligibility determination for Social Security's Extra Help program
- Social Security Administration Government — Collaborates with the Social Security Administration regarding eligibility for the 'Extra Help' program for low-income beneficiaries.
- State Medicaid Programs Government — Offers state-level programs that may assist low-income individuals with prescription drug costs, referenced by Elderplan as a potential resource.
- State Pharmaceutical Assistance Programs Government — State-run programs that help seniors with prescription drug costs, which Elderplan references as additional assistance options.
- Superior Vision Partner — Partner that provides vision benefits to HomeFirst members.
strategies · 5
How they approach the work
Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.
- Addressing Social Determinants of Health as Clinical Supportmethodology: social_determinants_inclusionBy expanding over-the-counter (OTC) benefits to cover food, home-delivered meals, and housing-related costs, we treat social determinants as integral to health management because stability in daily living directly impacts clinical outcomes for vulnerable elders.
- Consumer-Directed Personal Care for Autonomy and Continuitymethodology: consumer_directed_careBy enabling members to choose their own caregivers through CDPAS, we improve care continuity and member autonomy because personal relationships and trust are critical to effective long-term care engagement.
- Individualized Care Planning Through Nurse-Led Assessmentsmethodology: individualized-care-planningBy using nurse-led individualized care planning, we coordinate long-term and chronic care services tailored to member needs because personalized assessments lead to more effective and timely interventions.
- Integrated Care Modelmethodology: integrated_care_modelBy integrating medical, behavioral health, prescription drug, and long-term care services into a single coordinated plan, we improve care continuity and outcomes for chronically ill and dual-eligible beneficiaries because fragmented systems often fail this population.
- Not-for-Profit Reinvestment to Expand Member Benefitsmethodology: not-for-profit reinvestment modelBy operating as a not-for-profit and reinvesting earnings, we can expand member benefits and services at little or no additional cost because our structure prioritizes member health over shareholder returns.