CITY OF SANTA MONICA
OAKS INITIATIVE DISCLOSURE FORM
In order to facilitate compliance with the requirements of the Oaks Initiative, the City compiles and maintains certain information. That information includes the name of any person or persons who is seeking a “public benefit.” If the “public benefit” is sought by an entity, rather than an individual person, the information includes the name of every person who is: (a) trustee, (b) director, (c) partner, (d) officer, or has (e) more than a ten percent interest in the entity.
Public benefits include:
1. Personal services contracts in excess of $25,000 over any 12-month period;
2. Sale of material, equipment or supplies to the City in excess of $25,000 over a 12- month period;
3. Purchase, sale or lease of real property to or from the City in excess of $25,000 over a 12- month period;
4. Non-competitive franchise awards with gross revenue of $50,000 or more in any 12-month period;
5. Land use variance, special use permit, or other exception to an established land use plan, where the decision has a value in excess of $25,000;
6. Tax “abatement, exception, or benefit” of a value in excess of $5,000 in any 12- month period; or
7. Payment of “cash or specie” of a net value to the recipient of $10,000 in any 12- month period.
Name(s) of persons or entities receiving public benefit:
Name(s) of trustees, directors, partners, and officers:
Name(s) of persons with more than a 10% equity, participation, or revenue interest:
Prepared by: ____________________________Title: __________________________ Signature: ______________________________________ Date: ________________ Email: ____________________________________ Phone: ____________________ FOR CITY USE ONLY:
Bid/PO/Contract # ____________________________ Permit # ___________________________ We have provided our list of corporate officers on the next pages.
Frank Rojas Recruitment Manager
05/15/23
[email protected] 510.495.0448
Gallagher Benefit Services, Inc.
None.
GALLAGHER BENEFIT SERVICES, INC.
Delaware
Entity Vitals
Entity Name GALLAGHER BENEFIT SERVICES, INC.
Domestic Jurisdiction Delaw are
Country United States
Entity Type Corporation
Formation Date 04-20-1999
Federal Tax ID 36-4291971
Status Active - Non Dormant
Registered Agent Corporation Service Company
Acronym GBS
Business Group GBS
Business Purpose Insurance Agency and Brokerage
Fiscal Year End December 31
Management Structure
Management Name Title Title Role
Caraher, John J. Director Director
Ziebell, William F. Director Director
Belmont, Thomas J. Jr. Executive Vice President Officer Caraher, John J. Executive Vice President and Chief Financial Officer Officer Cary, Richard C. Controller Officer
Dow ning, James Chief Information Officer Officer
Durkin, James W. Jr. Chairman Officer
Figge, Fred Vice President Carrier Relationships Officer Gregory, Scott Executive Vice President Officer
Hanes-Dow d, April J. Secretary Officer
Hanner, Jerome S. Vice President Officer
Hernandez, Anthony F. Chief Operating Officer Officer
Hinton, Patricia E. Assistant Treasurer Officer
Hinton, Patricia E. Vice President - Global Cash Management Officer Lannen, Thomas A. Executive Vice President Officer
Lemenager, Leslie Vice President - International Officer McClary, Amy G. Vice President - Global Tax Officer
Murray, James J. Jr. Executive Vice President Officer
Nadeau, Christopher Executive Vice President Officer
Neumaier, E. John Executive Vice President Officer
O'Reilly, Elizabeth Vice President of Finance Officer
Petry, Nita L. Executive Vice President Officer
Reed, Jon Assistant Secretary Officer
Riojas, Joe Vice President Officer
Roberts, Jerry C. Division Vice President Officer
Ryder, Jennifer Assistant Secretary Officer
Ryder, Jennifer Executive Vice President and General Counsel Officer Setlak, Stacy Vice President of Human Resources Officer Skirvin, Theodore A. II Treasurer Officer
Tournet, John H. Executive Vice President Officer
Van der Vliet, Russell Assistant Vice President of Tax Officer Walsh, Sara Assistant Treasurer Officer
Wasnew sky, Justin P. Vice President Officer
White, Robert Executive Vice President Officer
Wilcoxon, Keith Executive Vice President Officer
Ziebell, William F. President and Chief Executive Officer Officer Capital Structure - Non-Derivative
Security Name Common Stock
# Shares Authorized 1,000.0000
# Shares Issued 1,000.0000
Par Currency US Dollar
Par Value 1.0000
Owners
Owner Name Security Name Balance Percent
Owned
Arthur J. Gallagher (U.S.) LLC Common Stock 1,000.000000 100.000000 End of Entity Datasheet for GALLAGHER BENEFIT SERVICES, INC.
End of Report
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