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:Empower Annuity Insurance Company of America
2. Type of Entity:
B non-government D nonprofit 501(c)(3), (4), or (6)
3. Name(s) of trustees, directors, partners, officers of Contractor/Organization:
|The officers are: Edmund Murphy, president and chief executive officer; Robert Jeffrey Orr, chair of the board; Rich Linton, president and chief operating officer; Carol Waddel, president, Empower Personal Wealth; Carol Kline, executive vice president and chief information officer; Christine Montz, executive vice president and chief financial onicer; Kelly Noble, executive vice president, general counsel and chief legal officer; and Ryan Logsdon, vice president, deputy general counsel and corporate secretary. Board managers are: Robin Bienfait, Paul Mahon, Marcel Coutu, Edmund Murphy, Paul DcsmaraiG III, Robert Joffroy Orr, JamoG O'Sullivan, Andre Desmarais, Robert Reynolds, Gary Doer, Timothy Ryan, Gregory Fleming, Jerome Selitto. Claude Genereux. Dhvani Shah. Jason Lawrence. Brian Walsh. Alain Louvel. and Paula Madoff.
4. Names of those with more than 10% equity, participation or revenue interest in Contractor/Organization:
Since ownership is by a holding company, no individual owns 10% of Empower.
Prepared by:
Rob Dwyer
Title:
Vice President, Government Markets
Phone:303-204-5522
Date:April 28, 2025
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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:
VALIC Retirement Services Company (VRSCo)
2. Type of Entity:
l^non-govemment D nonprofit 501(c)(3), (4), or (6)
3. Name(s) of trustees, directors, partners, officers ofContractor/Organization:
Please see the attached directors and officers roster.
4. Names of those with more than 10% equity, participation or revenue interest in Contractor/Organization:
The contracting entity, VALIC Retirement Services (VRSCo) is wholly and 100% owned by Corebridge Financial, Inc.
Prepared by: ^<zy
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Title: Vice President Product & Solutions Management
Phone: (713)831-2236
Date:5/6/2025
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VALIC Retirement Services Company
Directors and Officer
As of March 19, 2025
NAMEPOSITION
perguson, Jeffery A.Director
[Bumette, Cynthia L.Director
|Holloway, Ronald K.Pirector
PR-ayll, BarbaraDirector
NAMEPOSITION
|Jeffery A. Fergusonchairman of the Board
[Vacancy[President
IBoling, Kara R.[Executive Vice President and Chief Operating lOfficer
[Adamson, KevinISenior Vice President
|Moon, BrianfVice President and Treasurer
cotton Heame, Julie A.[Vice President and Secretary
|Burnette, Cynthia L.fVice President and Assistant Treasurer peller, DavefVice President
IGoodwin, Tom[Vice President
|Rayll, BarbaraIVice President
|Griggs, JohnfVice President, Finance Director
|Craig, Roger[Vice President, Chief Legal Officer
IPowell, Jennifer[Vice President, Chief Compliance Officer |Tyndall, Robert[Vice President, Chief Risk Officer
IMersini Keller[Vice President, Tax Officer
IVetters, Valerie J.[Vice President, Tax Officer
IPensabene, ChristopherfVice President, Tax Officer
|Lewis, Emireth[Administrative Officer
|Smith, Stephanie[Administrative Officer
poster, Rosemary[Assistant Secretary
IMartin, Jennifer[Director, VPA Trading
|Han, Jin[Manager, VPA Trading
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^lease print legibly. Use additional sheets as necessary.)
1. Contractor/Organization Name:
The International City Management Association Retirement Corporation d/b/a MissionSquare Retirement
2. Type of Entity:
D non-government H nonprofit 501(c)(3), (4), or (6)
3.Name(s) of trustees, directors, partners, officers of Contractor/Organization:
Troy Brown, Member of the Board of DirectorsErica McFarquhar, Assistant Secretary Brian Clarke, Member of the Board of DirectorsCliff Richards, Chief Compliance Officer Joseph Coyne, Member of the Board of Directors
Opal Mauldin-Jones, Member of the Board of Directors
|\/lona Miyasato, Member of the Board of Directors
Julia Novak, Member of the Board of Directors
Andre Robinson, CEO & President, and Member of the Board of Directors Cynthia Steer, Member of the Board of Directors
Dai Shi, Treasurer
Thomas McAndrews, Assistant Secretary
4. Names of those with more than 10% equity, participation or revenue interest in Contractor/Organization:
MissionSauare Retirement is a nonstock, nonprofit, mission-focused. financial services company. As such, it does not have owners.
Prepared by: Erica McFarauhar
Title: Assistant Secretary
Phone: 202-962-4600
Date: 5/5/2025
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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:
Nationwide Retirement Solutions, Inc.
2. Type of Entity:
H non-government D nonprofit 501(c)(3), (4), or (6)
3. Name(s) of trustees, directors, partners, officers of Contractor/Organization:
Please reference the NRS Officers & Directors list included with our response
4. Names of those with more than 10% equity, participation or revenue interest in Contractor/Organization:
Not applicable. Nationwide is not publicly traded.
Prepared by: Adam Lacks
Title: AVP - Retirement Solutions Finance
Phone: (614)435-5700
Date: 4/21/2025
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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: T. Rowe Price Retirement Plan Services, Inc.
2. Type of Entity:
X non-government a nonprofit 501(c)(3), (4), or (6)
3.Name(s) of trustees, directors, partners, officers ofContractor/Organization:
Francisco J. Negron, Chair, Director and President
Matthew E. Belski, Director, Vice President
Richard Burdiek, Director, Vice President
Theodore Edward Carter, Director, Vice President
Carey J. McKenzie, Director, Vice President
Kimberly L. Young, Director, Vice President
Jessica M. Hiebler, Treasurer, Vice President
Kathryn L. Reilly, Assistant Secretary
David Oestreicher, Secretary, Vice President
4. Names of those with more than 10% equity, participation or revenue interest in Contractor/Organization:
T. Rowe Price Associates, Inc.
Prepared by: Kathryn L. Reilly
Title: Assistant Secretary
Phone: 410-345-6806
Date: April 16, 2025
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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 Contaractor/Organization, as follows:
(Ifprmting, please print legibly. Use additional sheets as necessary.)
1. Contractor/Organization Name:
Teachers Insurance and Annuity Association of America fTTAA")
2. Type of Entity:
El non-govemment a nonprofit 501(c)(3), (4), or (6)
3. Name(s) of trustees, directors, partners, officers ofContractor/Organization:
TIAA is a stock life insurance company organized under ]Mew York insurance law that operates without profit in accordance with the terms of its charter. All outstanding stock of 11AA is held by the '11AA Board ot Governors, a nonprofit, non-chantable corporation organized under the New York Nonprotlt Corporation Law. '11AA Board ot'Crovemors is controlled by its members, normally seven natural persons who serve seven-year terms. Any vacancies are filled by the remaining members.
4. Names of those with more than 10% equity, participation or revenue interest in Contractor/Organization:
Please see TIAA.org for information:
https://www.tiaa.org/public/about-tiaa/corporate-govemance-leadership/tiaa-govemors-trustees Prepared by: _Todd Peters
Title: _Vice President, Plan Event Communications
Phone: 800-842-2252
Date: _May 7, 2025
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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:
Voya Institutional Plan Services, LLC
2. Type of Entity:
el non-government ei nonprofit 501(c)(3), (4), or (6)
3.Name(s) of trustees, directors, partners, officers of Contractor/Organization:
See attached list.
4. Names of those with more than 10% equity, participation or revenue interest in Contractor/Organization:
Sole Member: Voya Retirement Insurance and Annuity Company -100% Melissa O'Donnell
Title: Secretary
Phone: 612-342-3974
Date: April 22, 2025
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Title
Director
President
Senior Vice President and Treasurer
Vice President
Vice President
Vice President
Vice President
Vice President
Vice President
Vice President
Vice President
Vice President
Vice President
Vice President
Vice President
Vice President
Vice President
Vice President
Vice President
Vice President
Vice President
Vice President
Vice President
Vice President
Vice President
Vice President
Vice President and Assistant Treasurer
Vice President and Assistant Treasurer
Vice President and Chief Financial Officer
Vice President, Corporate Tax
Secretary
Assistant Secretary
Tax officer
Tax officer
Tax officer
Tax officer
Name
Michelle P. Luk
Amelia (Amy) J. Vaillancourt
Michelle P. Luk
Aida Carducci
Benjamin W. May
Bonnie A. Mulry
Brian J. Baranowski
CairC.McKie
Christopher E. Solimine
Christopher J. Duffy
David J. Linney
Deltra W. Hayes
Gavin T. Gruenberg
Gordon F. Elrod
Gregory K. Springfield
James H.Vinson
Joseph E. Murphy
Julia Perlmutter
Kay Awadzi
LaurieA. Lombardo
Melissa M. McAuliffe
Scott W.Stevens
Shelia M. McCullough
Stephen F. Keating
Victor P. Nastar
Virginia 0. Brennan
John (Teddy) T. Cordes
PhillipA. Capodice
Kathy Kuo
Andrew M. Kallenberg
MelissaA.O'Donnell
Tina M. Schultz
Devan P. Butler
Julia Marraccini
Matthew D. Lehmann
ShelbyM. Christian