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Nonprofiteer
← TEXAS MUTUAL INSURANCE COMPANY

Form 990 for tax year 2022

Filed by TEXAS MUTUAL INSURANCE COMPANY.

Totals

Total revenue
$1,300,355,257
Total expenses
$1,209,915,305
Contributions and grants received
$0
Grants paid
$11,358,371
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$0

Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Richard Gergasko

    President & CEO

    Total calculated
    $1,888,090
    From this org
    $1,842,750
    From related orgs
    $0
    Other
    $45,340
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $763,066
    Bonus
    $864,827
    Other
    $214,857
    Deferred
    $36,820
    Nontaxable benefits
    $8,520
    Filer's total
    $1,888,090

  • Brenda Ward

    Chief Operating Officer

    Total calculated
    $946,380
    From this org
    $815,189
    From related orgs
    $0
    Other
    $131,191
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $443,274
    Bonus
    $321,244
    Other
    $50,671
    Deferred
    $121,819
    Nontaxable benefits
    $9,372
    Filer's total
    $946,380

  • Leonard Johnson

    SVP Investments

    Total calculated
    $774,264
    From this org
    $728,072
    From related orgs
    $0
    Other
    $46,192
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $429,331
    Bonus
    $206,902
    Other
    $91,839
    Deferred
    $36,820
    Nontaxable benefits
    $9,372
    Filer's total
    $774,264

  • Jo Betsy Norton

    SVP Public Affairs

    Total calculated
    $766,196
    From this org
    $673,001
    From related orgs
    $0
    Other
    $93,195
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $298,646
    Bonus
    $135,693
    Other
    $238,662
    Deferred
    $83,823
    Nontaxable benefits
    $9,372
    Filer's total
    $766,196

  • Willard Potter

    SVP & CFO

    Total calculated
    $649,860
    From this org
    $559,523
    From related orgs
    $0
    Other
    $90,337
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $383,725
    Bonus
    $165,699
    Other
    $10,099
    Deferred
    $61,640
    Nontaxable benefits
    $28,698
    Filer's total
    $649,861

  • Michael Hernandez

    Chief Data Officer

    Total calculated
    $631,570
    From this org
    $542,751
    From related orgs
    $0
    Other
    $88,819
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $354,857
    Bonus
    $174,989
    Other
    $12,905
    Deferred
    $67,121
    Nontaxable benefits
    $21,698
    Filer's total
    $631,570

  • Paul Schlaud

    SVP Enterprise Affairs & General Counsel

    Total calculated
    $628,864
    From this org
    $536,007
    From related orgs
    $0
    Other
    $92,857
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $365,627
    Bonus
    $160,471
    Other
    $9,908
    Deferred
    $64,633
    Nontaxable benefits
    $28,224
    Filer's total
    $628,863

  • Kim Haugaard

    SVP Policyholder Services

    Total calculated
    $598,315
    From this org
    $496,938
    From related orgs
    $0
    Other
    $101,377
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $308,398
    Bonus
    $151,486
    Other
    $37,054
    Deferred
    $89,255
    Nontaxable benefits
    $12,122
    Filer's total
    $598,315

  • Jeffrey Lentz

    SVP Underwriting

    Total calculated
    $590,463
    From this org
    $474,687
    From related orgs
    $0
    Other
    $115,776
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $290,621
    Bonus
    $140,762
    Other
    $43,305
    Deferred
    $85,167
    Nontaxable benefits
    $30,609
    Filer's total
    $590,464

  • Lawrence Martin

    SVP Human Resources

    Total calculated
    $548,010
    From this org
    $460,633
    From related orgs
    $0
    Other
    $87,377
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $299,680
    Bonus
    $126,092
    Other
    $34,861
    Deferred
    $76,925
    Nontaxable benefits
    $10,452
    Filer's total
    $548,010

  • Jeannette Sprague

    SVP & Chief Information Officer

    Total calculated
    $492,440
    From this org
    $427,761
    From related orgs
    $0
    Other
    $64,679
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $278,782
    Bonus
    $86,021
    Other
    $62,958
    Deferred
    $36,820
    Nontaxable benefits
    $27,859
    Filer's total
    $492,440

  • Elise Teeter

    SVP & General Auditor

    Total calculated
    $492,421
    From this org
    $409,303
    From related orgs
    $0
    Other
    $83,118
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $258,336
    Bonus
    $126,609
    Other
    $24,358
    Deferred
    $65,922
    Nontaxable benefits
    $17,196
    Filer's total
    $492,421

  • David John

    VP IT Infrastructure

    Total calculated
    $489,818
    From this org
    $382,236
    From related orgs
    $0
    Other
    $107,582
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $247,615
    Bonus
    $94,906
    Other
    $39,715
    Deferred
    $77,160
    Nontaxable benefits
    $30,422
    Filer's total
    $489,818

  • Mary Nichols

    SVP & General Counsel

    Total calculated
    $479,596
    From this org
    $439,052
    From related orgs
    $0
    Other
    $40,544
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $142,164
    Bonus
    $191,634
    Other
    $105,253
    Deferred
    $36,820
    Nontaxable benefits
    $3,724
    Filer's total
    $479,595

  • Phoebe Murphy

    VP & Chief Actuary

    Total calculated
    $461,260
    From this org
    $379,249
    From related orgs
    $0
    Other
    $82,011
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $249,655
    Bonus
    $92,153
    Other
    $37,441
    Deferred
    $68,295
    Nontaxable benefits
    $13,716
    Filer's total
    $461,260

  • Michael Stubblefield

    SVP & Chief Information Officer

    Total calculated
    $460,440
    From this org
    $381,137
    From related orgs
    $0
    Other
    $79,303
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $200,081
    Bonus
    $174,470
    Other
    $6,586
    Deferred
    $67,083
    Nontaxable benefits
    $12,220
    Filer's total
    $460,440

  • Nathan Scott

    VP Investments

    Total calculated
    $454,577
    From this org
    $364,616
    From related orgs
    $0
    Other
    $89,961
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $253,061
    Bonus
    $88,076
    Other
    $23,479
    Deferred
    $60,937
    Nontaxable benefits
    $29,024
    Filer's total
    $454,577

  • Erica Sanchez

    VP & Controller

    Total calculated
    $430,732
    From this org
    $343,920
    From related orgs
    $0
    Other
    $86,812
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $229,592
    Bonus
    $82,540
    Other
    $31,788
    Deferred
    $66,866
    Nontaxable benefits
    $19,946
    Filer's total
    $430,732

  • Edward Coates

    VP HR Employee Services

    Total calculated
    $426,030
    From this org
    $325,778
    From related orgs
    $0
    Other
    $100,252
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $213,138
    Bonus
    $80,124
    Other
    $32,515
    Deferred
    $70,478
    Nontaxable benefits
    $29,774
    Filer's total
    $426,029

  • Shannon Pounds

    VP & Associate General Counsel

    Total calculated
    $422,178
    From this org
    $345,666
    From related orgs
    $0
    Other
    $76,512
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $237,153
    Bonus
    $81,613
    Other
    $26,900
    Deferred
    $59,316
    Nontaxable benefits
    $17,196
    Filer's total
    $422,178

  • Lisa Evans

    VP Distribution & Customer Engagement

    Total calculated
    $421,924
    From this org
    $358,065
    From related orgs
    $0
    Other
    $63,859
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $254,489
    Bonus
    $93,656
    Other
    $9,919
    Deferred
    $63,259
    Nontaxable benefits
    $600
    Filer's total
    $421,923

  • Amy Green-Hinojosa

    VP Project Management Office

    Total calculated
    $419,548
    From this org
    $322,811
    From related orgs
    $0
    Other
    $96,737
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $213,402
    Bonus
    $77,668
    Other
    $31,742
    Deferred
    $69,713
    Nontaxable benefits
    $27,024
    Filer's total
    $419,549

  • Billy Jackson

    VP Regional Operations

    Total calculated
    $417,183
    From this org
    $359,915
    From related orgs
    $0
    Other
    $57,268
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $229,834
    Bonus
    $83,148
    Other
    $46,933
    Deferred
    $36,820
    Nontaxable benefits
    $20,448
    Filer's total
    $417,183

  • Peppia Sherrouse

    VP Regional Operations

    Total calculated
    $416,646
    From this org
    $337,428
    From related orgs
    $0
    Other
    $79,218
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $231,078
    Bonus
    $85,852
    Other
    $20,498
    Deferred
    $61,022
    Nontaxable benefits
    $18,196
    Filer's total
    $416,646

  • Jeremiah Bentley

    VP Marketing & Community Affairs

    Total calculated
    $412,799
    From this org
    $319,124
    From related orgs
    $0
    Other
    $93,675
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $210,103
    Bonus
    $77,314
    Other
    $31,707
    Deferred
    $63,901
    Nontaxable benefits
    $29,774
    Filer's total
    $412,799

  • Beverly Harris

    VP Corporate Strategy & Product

    Total calculated
    $407,789
    From this org
    $329,633
    From related orgs
    $0
    Other
    $78,156
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $224,634
    Bonus
    $79,689
    Other
    $25,310
    Deferred
    $59,208
    Nontaxable benefits
    $18,948
    Filer's total
    $407,789

  • Adrian Vanzulli

    VP Applications

    Total calculated
    $397,809
    From this org
    $315,520
    From related orgs
    $0
    Other
    $82,289
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $227,339
    Bonus
    $78,369
    Other
    $9,812
    Deferred
    $52,515
    Nontaxable benefits
    $29,774
    Filer's total
    $397,809

  • Roger Humecky

    VP Data Analytics & Business Intelligence

    Total calculated
    $397,189
    From this org
    $340,448
    From related orgs
    $0
    Other
    $56,741
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $232,425
    Bonus
    $89,249
    Other
    $18,773
    Deferred
    $36,795
    Nontaxable benefits
    $19,946
    Filer's total
    $397,188

  • Richard Dabney

    VP Corporate Underwriting

    Total calculated
    $396,555
    From this org
    $309,712
    From related orgs
    $0
    Other
    $86,843
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $211,657
    Bonus
    $77,326
    Other
    $20,730
    Deferred
    $57,069
    Nontaxable benefits
    $29,774
    Filer's total
    $396,556

  • Benjamin Siddons

    VP Business Development

    Total calculated
    $395,607
    From this org
    $312,144
    From related orgs
    $0
    Other
    $83,463
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $222,968
    Bonus
    $79,642
    Other
    $9,534
    Deferred
    $54,639
    Nontaxable benefits
    $28,824
    Filer's total
    $395,607

  • Eric Bourquin

    VP Safety Services

    Total calculated
    $393,650
    From this org
    $303,924
    From related orgs
    $0
    Other
    $89,726
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $205,663
    Bonus
    $78,047
    Other
    $20,214
    Deferred
    $57,595
    Nontaxable benefits
    $32,131
    Filer's total
    $393,650

  • Anthony Seraphim

    VP Data Governance

    Total calculated
    $388,250
    From this org
    $305,008
    From related orgs
    $0
    Other
    $83,242
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $218,556
    Bonus
    $76,928
    Other
    $9,523
    Deferred
    $54,082
    Nontaxable benefits
    $29,160
    Filer's total
    $388,249

  • Greta Gonzales

    VP & Chief Risk Officer

    Total calculated
    $381,976
    From this org
    $304,008
    From related orgs
    $0
    Other
    $77,968
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $215,766
    Bonus
    $77,784
    Other
    $10,458
    Deferred
    $58,732
    Nontaxable benefits
    $19,236
    Filer's total
    $381,976

  • Curtis Johnson

    VP Claim Operations

    Total calculated
    $376,993
    From this org
    $315,978
    From related orgs
    $0
    Other
    $61,015
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $205,176
    Bonus
    $75,589
    Other
    $35,213
    Deferred
    $31,241
    Nontaxable benefits
    $29,774
    Filer's total
    $376,993

  • Nicholas Tsourmas

    Medical Director

    Total calculated
    $375,162
    From this org
    $332,894
    From related orgs
    $0
    Other
    $42,268
    Hours/week
    30

    Schedule J breakdown matched by us

    Base
    $235,662
    Bonus
    $77,506
    Other
    $19,726
    Deferred
    $36,820
    Nontaxable benefits
    $5,448
    Filer's total
    $375,162

  • Rhonda Barker

    VP Premium Audit

    Total calculated
    $346,952
    From this org
    $287,404
    From related orgs
    $0
    Other
    $59,548
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $206,915
    Bonus
    $65,786
    Other
    $14,702
    Deferred
    $50,176
    Nontaxable benefits
    $9,372
    Filer's total
    $346,951

  • Toni Toliver

    VP Business Law

    Total calculated
    $344,843
    From this org
    $277,371
    From related orgs
    $0
    Other
    $67,472
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $195,649
    Bonus
    $72,024
    Other
    $9,698
    Deferred
    $47,982
    Nontaxable benefits
    $19,490
    Filer's total
    $344,843

  • Jackie Kenyon

    VP Special Litigation

    Total calculated
    $343,654
    From this org
    $273,170
    From related orgs
    $0
    Other
    $70,484
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $191,310
    Bonus
    $71,909
    Other
    $9,951
    Deferred
    $52,476
    Nontaxable benefits
    $18,008
    Filer's total
    $343,654

  • James Ziolkowski

    VP Regional Operations

    Total calculated
    $336,533
    From this org
    $285,422
    From related orgs
    $0
    Other
    $51,111
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $208,815
    Bonus
    $39,371
    Other
    $37,236
    Deferred
    $30,163
    Nontaxable benefits
    $20,948
    Filer's total
    $336,533

  • Ronald Ellis Simmons

    Director

    Total calculated
    $154,500
    From this org
    $154,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • John Dayton Swanson

    Director

    Total calculated
    $107,500
    From this org
    $107,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • Tommy Dan Phillips

    Director

    Total calculated
    $102,500
    From this org
    $102,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • Kristina Rose Koncaba

    Director

    Total calculated
    $102,500
    From this org
    $102,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • Brett Baker Flagg

    Director

    Total calculated
    $96,250
    From this org
    $96,250
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • Alexia Selene Elliott

    Director

    Total calculated
    $92,000
    From this org
    $92,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • Steven Dudley Oldham

    Director

    Total calculated
    $92,000
    From this org
    $92,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • William Francis Quinn

    Director

    Total calculated
    $90,000
    From this org
    $90,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • Linda Stuckey Foster-Smith

    Director

    Total calculated
    $51,250
    From this org
    $51,250
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

  • Kevin Mart Robnett

    Director

    Total calculated
    $45,000
    From this org
    $45,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4c · Equity-based compensation arrangement

The filer's explanations (Part III)

Schedule J, Part I, Line 1a
Social Club Memberships were paid for Jeanette Ward, Jo Betsy Norton, Richard Gergasko, Jeff Lentz, and Jim Ziolkowski. The memberships are used for business and marketing purposes, such as meeting with agents or stakeholders (legislators).
Schedule J, Part I, Line 4
a) Mary Nichols $98,899 b) Richard Gergasko $195,873; Brenda Ward $125,392; Leonard Johnson $76,662; Jo Betsy Norton $272,034; Willard Potter $24,820; Michael Hernandez $30,301; Paul Schlaud $27,813; Kim Haugaard $78,714; Jeffrey Lentz $81,981; Lawrence Martin $64,189; Jeannette Sprague $44,594; Elise Teeter $43,379; David John $70,516; Phoebe Murphy $59,318; Michael Stubblefield $30,263; Nathan Scott $36,385; Erica Sanchez $52,287; Edward Coates $56,493; Shannon Pounds $39,921; Lisa Evans $26,439; Amy Green-Hinojosa $56,127; Billy Jackson $31,862; Peppia Sherrouse $32,692; Jeremiah Bentley $50,642; Beverly Harris $38,321; Adrian Vanzulli $15,720; Roger Humecky $18,275; Richard Dabney $31,733; Benjamin Siddons $17,819; Eric Bourquin $32,851; Anthony Seraphim $17,402; Greta Gonzales $22,640; Curtis Johnson $23,159; Rhonda Barker $21,685; Toni Toliver $15,293; Jackie Kenyon $20,365; James Ziolkowski $20,346

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2022
Filed
1 November 2023
IRS schema version
2022v5.0
Source object
202333069349301908

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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