Jonathan Bertran-Harris
Assistant Director, Office of Congressional Relations (Departed Administration)
Estimated Net Worth
  • estimated net worth
    $83 K - $371 K
Salary
  • salary
    Unknown
Employment
  • Started 07/03/2022
Departed Administration
  • Yes

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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