Jonathan Bertran-Harris
Assistant Director, Office of Congressional Relations
Estimated Net Worth
- $83 K - $371 K
Salary
- Unknown
Employment
- Started 07/03/2022
Records
Financial Disclosure Details - OGE Form 278e (01/05/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
Nothing reported in this section | ||||
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | California Public Employees' Retirement System, defined benefit plan | $15,001 - $50,000 | None (or less than $201) | |
2 | State of California, 401(k) Plan | $1,001 - $15,000 | None (or less than $201) | |
2.1 | Short Term Investment Fund | $1,001 - $15,000 | None (or less than $201) | |
2.2 | Asset Allocation Fund | None (or less than $1,001) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Sacramento, California | I will continue to participate in this defined benefit plan. | 10/2008 | |
2 | Sacramento, California | I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions. | 8/2007 | |
3 | United Health Services | King of Prussia, Pennsylvania | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 7/2017 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
Nothing reported in this section | |||
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Employer (Healthcare) | $15,001 - $50,000 | ||
2 | IRA #1 | |||
2.1 | Fidelity -- S&P500 and MSCI EAFE | $1,001 - $15,000 | None (or less than $201) | |
3 | IRA #2 | |||
3.1 | Charles Schwab - Vanguard Total Stock Mkt. | $15,001 - $50,000 | None (or less than $201) | |
4 | United Health Services, 401(k) | $1,001 - $15,000 | ||
4.1 | FIAM INX TD 2050 Y | $1,001 - $15,000 | None (or less than $201) | |
5 | United Health Service ESOP Account | $1,001 - $15,000 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Fidelity 529 Plan | $1,001 - $15,000 | None (or less than $201) | |
1.1 | NH Portfolio 2036 | $1,001 - $15,000 | ||
2 | Bank Account #1 | $15,001 - $50,000 | None (or less than $201) | |
3 | Bank Account #2 | $15,001 - $50,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
Nothing reported in this section | ||||
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
2 | 2.1 | This fund comprises "fixed income securities including securities issued by the U.S. Government, U.S. Agencies, corporate bonds, residential and commercial Mortgage-Backed Securities and Asset-Backed Securities." |
2 | 2.2 | This is comprised of, "U.S. Large Cap Stocks, U.S. Mid Cap Stocks, U.S. Small Cap Stocks, International Stocks, Bonds, Short Term Investments, and Diversified Real Return strategies." |
5 | 4.1 | Comprised of domestic stock (55%), foreign stock (35%), and bonds (10%). |
6 | 1.1 | Fund comprising domestic stocks (40%), foreign stocks (41%), bonds (13%), short term funds (6%), and others (1%). |
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