Agnes Schaefer
Assistant Secretary of the Army for Manpower & Reserve Affairs (U.S. Army)
Estimated Net Worth
  • estimated net worth
    $1.2 M - $3.0 M
Salary
  • salary
    Unknown
Employment
  • Started 12/21/2022

Financial Disclosure Details - OGE Form 278e (10/29/2021)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Santa Monica, California
Senior Political Scientist
Present
2
Beaver Falls, Pennsylvania
Trustee
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
RAND 401a Retirement Plan
1.1
Vanguard Target Retirement 2035 Trust II
$100,001 - $250,000
None (or less than $201)
2
RAND 403(b) Retirement Plan
2.1
Vanguard Retirement 2035 Trust II
$50,001 - $100,000
None (or less than $201)
3
RAND TIAA Cref Retirement Plan
3.1
TIAA Traditional
$100,001 - $250,000
None (or less than $201)
3.2
CREF Inf-Linked Bond R2
$1,001 - $15,000
None (or less than $201)
3.3
CREF Bond Market R2
$1,001 - $15,000
None (or less than $201)
3.4
CREF Stock R2
$50,001 - $100,000
None (or less than $201)
4
RAND Corporation
Salary
$349,116

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Santa Monica, California
I will continue to participate in the 401(a) Retirement Plan, the 403(b) Retirement Plan, and the TIAA Cref Retirement Plan. The plan sponsor will not make further contributions after my separation.
9/2005

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
Santa Monica, California
Senior Political Scientist Researcher at this company

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
LGA Partners (Architectural Services)
salary
2
LGA 401K
2.1
American Funds Growth Fund of America (AGTHX)
$50,001 - $100,000
None (or less than $201)
2.2
American Funds New Economy Fund (ANEFX)
$50,001 - $100,000
None (or less than $201)
2.3
American Funds Fundamental Investment Fund (ANCFX)
$50,001 - $100,000
None (or less than $201)
2.4
American Funds Euro Pacific Investment Fund (AEPGX)
$50,001 - $100,000
None (or less than $201)
2.5
American Funds Income Fund of America (AMECX)
$50,001 - $100,000
None (or less than $201)
2.6
American Funds 2035 Target Date Retirement Fund (AAFTX)
$1,001 - $15,000
None (or less than $201)
3
LGA Partners Capital Account
$100,001 - $250,000
Profit Distributions
4
IRA #1

Other Assets and Income

#
Description
Value
Type
Amount
1
Brokerage Account #1
1.1
William Blair Global Leaders Fund Class N
$15,001 - $50,000
$5,001 - $15,000
1.2
MFS Municipal Income Fund CL I (MIMAX)
$15,001 - $50,000
None (or less than $201)
2
U.S. bank #1 (cash)
$15,001 - $50,000
Interest
None (or less than $201)
3
U.S. bank #2 (cash)
$100,001 - $250,000
Interest
None (or less than $201)
4
Three Parcels of Undeveloped Land in Somerset County, Pennsylvania
$1,001 - $15,000
None (or less than $201)
5
IG and EG Family Irrevocable Trust
5.1
Brokerage Account #2
5.1.1
ISHARES RUSSELL 1000 GRW ETF (IWF)
$1,001 - $15,000
None (or less than $201)
5.1.2
AAM/INSIGHT SELECT INCOME I (CPUIX)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Dollar Bank
$100,001 - $250,000
2012
15 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
6
7
My spouse's share of the trust is reported.

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