Cities Index.
AR 4 TPA

Pasadena City Council
July 17, 2023

Document
AR 4 TPA
Meeting
July 17, 2023
Body
Pasadena City Council
Original file
637 KB
Text extracted from the city's file for reading and search. Open the original on ww2.cityofpasadena.net. That file is the official record.

Disclosure Pursuant to the
City of Pasadena Taxpayer Protection Amendment
Pasadena City Charter, Article XVII
Contractor/Organization hereby discloses its trustees, directors, partners, officers, and those with more than 10% equity, participation, or revenue interest in Contractor/Organization, as follows:
(If printing, please print legibly. Use additional sheets as necessary.)

1. Contractor/Organization Name: Reward Strategy Group,Inc.

2. Type of Entity:
cx non-government D nonprofit 501(c)(3), (4), or (6)

3.Name(s) of trustees, directors, partners, officers of Contractor/Organization:

Allan M. Crecelius, President & CEO
Sandra M. Comrie, Treasuer & Secretary

4. Names of those with more than 10% equity, participation or revenue interest in Contractor/Organization:

Allan M. Crecelius
Sandra M. Comrie
Prepared by: Allan M. Crecelius
Title: President
Phone: 858 945-6801
Date: May 13, 2023
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Disclosure Pursuant to the
City of Pasadena Taxpayer Protection Amendment
Pasadena City Charter, Article XVII
Contractor/Organization hereby discloses its trustees, directors, partners, officers, and those with more than 10% equity, participation, or revenue interest in Contractor/Organization, as follows:
(Ifprinting, please print legibly. Use additional sheets as necessary.)

1. Contractor/Organization Name:Gallagher Benefits Services, Inc. (Koff& Associates)

2. Type of Entity:
8 non-govemment D nonprofit 501(c)(3), (4), or (6)

3. Name(s) of trustees, directors, partners, officers of Contractor/Organization:

Gallagher Benefit Services, Inc. is 100% owned by Arthur J. Gallagher (U.S.) LLC; Arthur J. Gallagher (U.S.) LLC is 100% owned by Arthur J. Gallagher & Co.; Arthur J. Gallagher & Co. is a publicly traded company wim one shareholder owning more than a lU"/o interest.

4. Names of those with more than 10% equity, participation or revenue interest in Contractor/Organization:

The Vanguard Group - 11.6%
Prepared by: Georg Kjammer
Title: Managing Director
Phone: 510-658-5633
Date: May 5, 2023
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Disclosure Pursuant to the
City of Pasadena Taxpayer Protection Amendment
Pasadena City Charter, Article XVII
Contractor/Organization hereby discloses its trustees, directors, partners, officers, and those with more than 10% equity, participation, or revenue interest in Contractor/Organization, as follows:
(If printing, please print legibly. Use additional sheets as necessary.)

1. Contractor/Organization Name: ioPredict. Inc.

2. Type of Entity:

Ei non-govemment D nonprofit 501(c)(3), (4), or (6)

3.Name(s) of trustees, directors, partners, officers of Contractor/Organization:

Jason Schaefer
Brian Moritsch
Clinton Kelly

4. Names of those with more than 10% equity, participation or revenue interest in Contractor/Organization:

Jason Schaefer
Brian Moritsch
Clinton Kelly
Prepared by: Jason Schaefer
Title: Principal Consultant
Phone: 916708-4668
Date: 05/24/2023
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Disclosure Pursuant to the
City of Pasadena Taxpayer Protection Amendment
Pasadena City Charter, Article XVII
Contractor/Organization hereby discloses its trustees, directors, partners, officers, and those with more than 10% equity, participation, or revenue interest in Contractor/Organization, as follows:
(If printing, please print legibly. Use additional sheets as necessary.)

1. Contractor/Orsanization Name:

Sloan SakaFYeung & Wong LLP

2. Type of Entity:

K non-government D nonprofit 501(c)(3), (4), or (6)

3.Name(s) of trustees, directors, partners, officers of Contractor/Organization:

Tim Yeung - Managing Partner
Charles Sakai - Partner
Dania Torres Wong - Partner

4. Names of those with more than 10% equity, participation or revenue interest in Contractor/Organization:

Tim Yeunfl - Managing Partner
Charles Sakai - Partner
Dania Torres Wong - Partner
Prepared by: charles Ayers
Title: Analyst
Phone: 510-995-5815
Date:5/17/2023
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Disclosure Pursuant to the
City of Pasadena Taxpayer Protection Amendment
Pasadena City Charter, Article XVII
Contractor/Organization hereby discloses its trustees, directors, partners, officers, and those with more than 10% equity, participation, or revenue interest in Contractor/Organization, as follows:
(If printing, please print legibly. Use additional sheets as necessary.)

1. Contractor/Organization Name:MGT of America Consulting, LLC

2. Type of Entity:

S non-government D nonprofit 501(c)(3), (4), or (6)

3. Name(s) of trustees, directors, partners, officers of Contractor/Organization:

A Trey Traviesa, CEO & President
Carla Luke, Chief Financial Officer & Treasurer
Philip Alphonse, Vice President and Secretary

4. Names of those with more than 10% equity, participation or revenue interest in Contractor/Organization:

N/A
Prepared by: Robert Holloway
Title: SVP &- Chief Strategy Officer
Phone: 888.302.0899
Date: May 16, 2023
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