Person · officer / director

Frank Bertone

Chief Trust Officer · County of San Joaquin Ca Retiree Health Reimbursement Plan and Trust

Chief Trust Officer at County of San Joaquin Ca Retiree Health Reimbursement Plan and Trust. Listed as an officer, director, or key employee across 5 organizations on the Form 990 record.

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Everything on the left is verified from the IRS filings. The biography on the right is compiled from public web sources and grounded to that filed record.

✓ Verified from filings

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Reported as Chief Trust Officer of County of San Joaquin Ca Retiree Health Reimbursement Plan and Trust, based in Columbus, OH.

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Also listed as Chief Trust Officer of Trust for the City of Chandler Arizona Post Employment Health Plan, uncompensated.

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Also listed as Chief Trust Officer of Trust for the Solano County California Post Employment Health Plan, uncompensated.

Facts extracted directly from each organization's Form 990, Part VII.

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Affiliations

Organizations

Linked as the same person by IRS Schedule R, a shared officer mailing address, or shared fellow board members.

County of San Joaquin Ca Retiree Health Reimbursement Plan and Trust Chief Trust Officer · $87K revenue · Columbus, OHTHE MISSION OF THE TRUST IS TO PROVIDE A MEANS FOR EMPLOYEES OF STATE AND/OR LOCAL GOVERNMENTS (AND THEIR POLITICAL SUBDIVISIONS) TO ADDRESS POST…Filed FY2025 · Source: Form 990, Part VII

Trust for the City of Chandler Arizona Post Employment Health Plan Chief Trust Officer · $29.3M revenue · Columbus, OHTHE MISSION OF THE TRUST IS TO PROVIDE A MEANS FOR PUBLIC EMPLOYERS OF STATE AND/OR LOCAL GOVERNMENTS (AND THEIR POLITICAL SUBDIVISIONS) TO ADDRESS…Filed FY2025 · Source: Form 990, Part VII

Trust for the Solano County California Post Employment Health Plan Chief Trust Officer · $4.9M revenue · Columbus, OHTHE MISSION OF THE TRUST IS TO PROVIDE A MEANS FOR PUBLIC EMPLOYERS OF STATE AND/OR LOCAL GOVERNMENTS (AND THEIR POLITICAL SUB-DIVISIONS) TO ADDRESS…Filed FY2025 · Source: Form 990, Part VII

Trust for the City of Sacramento California Post Employment Health Plan Chief Trust Officer · $550K revenue · Columbus, OHTHE MISSION OF THE TRUST IS TO PROVIDE A MEANS FOR PUBLIC EMPLOYERS OF STATE AND/OR LOCAL GOVERNMENTS (AND THEIR POLITICAL SUB-DIVISIONS) TO ADDRESS…Filed FY2025 · Source: Form 990, Part VII

Trust for the City of Tempe Arizona Post Employment Health Plan Chief Trust Officer · $11.7M revenue · Columbus, OHTHE MISSION OF THE TRUST IS TO PROVIDE A MEANS FOR PUBLIC EMPLOYERS OF STATE AND/OR LOCAL GOVERNMENTS (AND THEIR POLITICAL SUB-DIVISIONS) TO ADDRESS…Filed FY2025 · Source: Form 990, Part VII

Network

Serves alongside

Other officers, directors & key employees at this person's organizations, by latest reported compensation.

Holly Jerig

Trust Officer · FY2025

Paula Miller

Chief Trust Officer · FY2022

Nationwide Trust Company Fsb

Trustee · FY2025

Brandi Hopkins Director of HR

Director · FY2020

Reliance Trust Company

Trustee · FY2020

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