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:
Keenan & Associates
2. Type of Entity:
^ non-government D nonprofit 501(c)(3), (4), or (6)
3.Name(s) of trustees, directors, partners, officers ofContractor/Organization:
Keenan is owned by Arthur J Gallagher & Co., Following is Keenan's structure:
John Stephens, CEO Keenan
Ju Anderson, Employee Benefits Practice Leader
Laurie LoFranco, Employee Benefits Distribution Leader
Brad Keenan, Property & Casualty Practice Leader
4. Names of those with more than 10% equity, participation or revenue interest in Contractor/Organization:
Wholly owned by Gallagher, a publicly traded company (NYSE: AJG) Prepared by: Laurie LoFranco
Title: Employee Benefits Distribution Leader
Phone: 310-212-0363
Date: May 17, 2026
18 {project.template.processClassification} - {project.title} Release Date: {project.releaseProjectDate}
Page5
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:
Alliant Insurance Services, Inc.
2. Type of Entity:
^ non-government D nonprofit 501(c)(3), (4), or (6)
3.Name(s) of trustees, directors, partners, officers ofContractor/Organization:
Ilene Anders - SEVP, Chief Financial Officer
Jennifer E. Baumann - SEVP, Chief Legal Officer, Corporate Secretary Julie Malay - SVP, Director of Tax
Neal Kounkel - FVP, Director of Agency and Producer Licensing P. Gregory Zimmer, Jr. - Chief Executive Officer
Peter Arkley - SEVP, President- National Brokerage Group Peter Carpenter - SEVP. Chief Operating Officer
Ralph S. Hurst - President
Ted C. Fillev - EVP. Treasurer
Thomas W. Corbett^ Executive ChairmaiL
4. Names of those with more than 10% equity, participation or revenue interest in Contractor/Organization:
Alliant Insurance Services. Inc. is a privately held organization with a broadly distributed ownership structure. The firm is approximately 51% employee-owned. with the remaining ownership held by a private equity investment firm. No individual holds more than a 10% equity, participation, or revenue interest in the organization.
Prepared by: Tom Quirk
Title: First Vice President, Benefits Consultant
Phone: (949)933-7228
Date: May 18,2026
I®
^sl
{project.template.processClassification} - {project.title} Release Date: {project.releaseProjectDate}
PageS
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:Marsh & McLennan Agency LLC
2. Type of Entity:
D non-government D nonprofit 501(c)(3), (4), or (6)
3. Name(s) of trustees, directors, partners, officers ofContractor/Organization:
Executives of Marsh McLennan Agency: David Eslick, Matt Stadler, Bill Jeatran, Read Davis, Ben Newman, Luke Solomou, Sharon Werner, Trindl Reeves, Carrie Lonze, Alexandra von Ferstel, Kira Kimball, Kate Moher, Craig Reid, Pete Walther, Adam Balentine
Executive Committee of Marsh Companies: Paul Beswick,
Katherine Brennan, John Doyle, Carmen Fernandez, John Jones, Dean Klisura, Mark McGivney, Ted Moynihan, Martin South, Nick Studer, Pat Tomlinson
4. Names of those with more than 10% equity, participation or revenue interest in Contractor/Organization:
None
Prepared by: Brian Hegarty
Title: President, Los Angeles
Phone: (213) 237-8010
Date: 05/18/2026
®
{project.template.processClassification} - {project.title} Release Date: {project.releaseProjectDate}
PageS
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: u3| insurance Services LLC
2. Type of Entity:
M non-government D nonprofit 501(c)(3), (4), or (6)
3.Name(s) of trustees, directors, partners, officers ofContractor/Organization:
Michael J. Sicard - Chairman and CEO
Philip E. Larson III - President and COO
Mike Poullos - Senior Vice President and CFO
Ernest J Newborn - Senior Vice President, General Counsel Kirn Van Orman - Senior Vice President. ChlRO
Stewart H. Gibson - Senior Vice President CIO
4. Names of those with more than 10% equity, participation or revenue interest in Contractor/Organization:
Prepared by: Daniel Duzyk
Title: Vice President
Phone:
Date:
858.477.9227
5/15/2026
•fyi
{project.template.processClassification} - {project.title} Release Date: {project.releaseProjectDate}
PageS