Contractor
Pimco
8 customers • 23 returns • Latest tax year 2024 • Newport Beach, CA
Investment MgmtPortfolio ManagementInvestment ManagerInvestment ManagementInvestment Management FeesInv Mgmt FeesInvestmentInvestment Mgmt.
Customers
8
Returns
23
Total Compensation
$10,079,752
Customers
| Organization | EIN | Returns | Latest Year | Services | Compensation |
|---|---|---|---|---|---|
| Electrolux Veba for Collectively Barg | 34-1794156 | 9 | 2024 | Investment Mgmt • Investment Mgmt. | $3,919,730 |
| Workers' Compensation Reinsurance Association | 41-1357750 | 3 | 2024 | Portfolio Management | $3,005,828 |
| Dte Energy Company Master Veba Trust | 20-0471790 | 2 | 2024 | Investment Management | $889,659 |
| Pacificorp Union Employees Welfare | 94-3237150 | 4 | 2024 | Administrative Fees • Inv Mgmt Fees • Investment Management Fees | $664,958 |
| Community Foundation for Southeast | 38-2530980 | 1 | 2024 | Investment Manager | $522,100 |
| Southern California Edison Co Veba Tr | 95-4372792 | 2 | 2015 | Investment | $436,795 |
| Hartford Foundation for Public Giving | 06-0699252 | 1 | 2018 | Investment Management Fees | $353,645 |
| Middletown Works Hourly & Salaried Union | 36-7485085 | 1 | 2014 | Investment Manager | $287,037 |
Returns
| Tax Year | Organization | Type | Services | Location | Compensation | Return |
|---|---|---|---|---|---|---|
| 2024 | Workers' Compensation Reinsurance Association | 990 | Portfolio Management | 840 NEWPORT CENTER DRIVE, Newport Beach, CA 92660 | $904,402 | View return |
| 2024 | Electrolux Veba for Collectively Barg | 990 | Investment Mgmt. | 840 Newport Center Drive, Newport Beach, CA 92660 | $679,087 | View return |
| 2024 | Community Foundation for Southeast | 990 | Investment Manager | 650 NEWPORT CENTER DR, Newport Beach, CA 92660 | $522,100 | View return |
| 2024 | Dte Energy Company Master Veba Trust | 990 | Investment Management | 650 NEWPORT CENTER DR, Newport Beach, CA 92660 | $470,011 | View return |
| 2024 | Pacificorp Union Employees Welfare | 990 | Investment Management Fees | 650 NEWPORT CENTER DRIVE, Newport Beach, CA 92660 | $159,433 | View return |
| 2022 | Workers' Compensation Reinsurance Association | 990 | Portfolio Management | 840 NEWPORT CENTER DRIVE, Newport Beach, CA 92660 | $997,814 | View return |
| 2022 | Electrolux Veba for Collectively Barg | 990 | Investment Mgmt | 840 Newport Center Drive, Newport Beach, CA 92660 | $618,701 | View return |
| 2022 | Dte Energy Company Master Veba Trust | 990 | Investment Management | 650 NEWPORT CENTER DR, Newport Beach, CA 92660 | $419,648 | View return |
| 2022 | Pacificorp Union Employees Welfare | 990 | Administrative Fees | 650 NEWPORT CENTER DRIVE, Newport Beach, CA 92660 | $158,199 | View return |
| 2021 | Electrolux Veba for Collectively Barg | 990 | Investment Mgmt | 840 Newport Center Drive, Newport Beach, CA 92660 | $507,619 | View return |
| 2021 | Pacificorp Union Employees Welfare | 990 | Inv Mgmt Fees | 650 NEWPORT CENTER DRIVE, Newport Beach, CA 92660 | $182,899 | View return |
| 2020 | Pacificorp Union Employees Welfare | 990 | Inv Mgmt Fees | 650 NEWPORT CENTER DRIVE, Newport Beach, CA 92660 | $164,427 | View return |
| 2018 | Electrolux Veba for Collectively Barg | 990 | Investment Mgmt | 840 Newport Center Drive, Newport Beach, CA 92660 | $353,898 | View return |
| 2018 | Hartford Foundation for Public Giving | 990 | Investment Management Fees | 840 NEWPORT CENTER DRIVE, Newport Beach, CA 92660 | $353,645 | View return |
| 2017 | Electrolux Veba for Collectively Barg | 990 | Investment Mgmt | 840 Newport Center Drive, Newport Beach, CA 92660 | $264,477 | View return |
| 2017 | Electrolux Veba for Collectively Barg | 990 | Investment Mgmt | 840 Newport Center Drive, Newport Beach, CA 92660 | $264,477 | View return |
| 2016 | Electrolux Veba for Collectively Barg | 990 | Investment Mgmt | 840 Newport Center Drive, Newport Beach, CA 92660 | $440,875 | View return |
| 2015 | Workers' Compensation Reinsurance Association | 990 | Portfolio Management | 840 NEWPORT CENTER DRIVE, Newport Beach, CA 92660 | $1,103,612 | View return |
| 2015 | Southern California Edison Co Veba Tr | 990 | Investment | 840 NEWPORT CENTER DR, Newport Beach, CA 92660 | $296,862 | View return |
| 2015 | Electrolux Veba for Collectively Barg | 990 | Investment Mgmt | 840 Newport Center Drive, Newport Beach, CA 92660 | $285,323 | View return |
| 2014 | Electrolux Veba for Collectively Barg | 990 | Investment Mgmt | 840 Newport Center Drive, Newport Beach, CA 92660 | $505,273 | View return |
| 2014 | Middletown Works Hourly & Salaried Union | 990 | Investment Manager | 840 NEWPORT CENTER DRIVE SUITE 100, Newport Beach, CA 92660 | $287,037 | View return |
| 2014 | Southern California Edison Co Veba Tr | 990 | Investment | 840 NEWPORT CENTER DR, Newport Beach, CA 92660 | $139,933 | View return |