Estimated Net Worth
- $352 K - $881 K
Salary
- Unknown
Employment
- Started 03/07/2024
Financial Disclosure Details - OGE Form 278e (05/15/2023)
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 | IRA-Janus Henderson Research Fund Class D (JNRFX) | $100,001 - $250,000 | $201 - $1,000 | |
2 | Northwest Airlines Defined Benefit Pension Plan for Contract Employees distributed by Delta Airlines Retirement Trust (value not readily ascertainable) | None (or less than $1,001) | Retirement payment Monthly amount is approx. $92. Delta Airlines owns the fund so the fund value belongs to them. | $1,001 |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
---|---|---|---|---|
1 | Northwest Airlines Defined Benefit Pension Plan for Contract Employees distributed by Delta Airlines Retirement Trust (value not readily ascertainable) | Atlanta, Georgia | Retirement Payment Monthly Amount is approximately $92. I will continue to participate as a beneficiary as a former employee of Northwest/Republic/North Central Airlines | 7/1969 |
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 |
---|---|---|---|---|
Nothing reported in this section |
Other Assets and Income
# | Description | Value | Type | Amount |
---|---|---|---|---|
1 | U. S. bank #1 Cash Checking | $1,001 - $15,000 | None (or less than $201) | |
2 | Janus Henderson Research Fund(Non IRA)(JNRFX) | $50,001 - $100,000 | None (or less than $201) | |
3 | U.S. Bank#1 Savings | $100,001 - $250,000 | None (or less than $201) | |
4 | Credit Union #1 Checking | $1,001 - $15,000 | None (or less than $201) | |
5 | Credit Union #1 Savings | $100,001 - $250,000 | 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 | 1 | This is an IRA. I was required to make a Required Minimum Distribution from this IRA due to my age. The value of that distribution on 12/31/22 was $11, 739. |
This is an EIF. Capital gains reinvested on 12/31/22 is $522. | ||
2 | 2 | The actual retirement income is $91.74 per month |
3 | 1 | I started employment with North Central Airlines in 7/1969 and became eligible to participate in that airline's defined benefit pension plan. Through a series of airline mergers this plan is now administered by Delta Air Lines pension trust. I was informed of my eligibility for pension benefits and mandatory distribution in 2015. |
6 | 2 | On 12/20/22 the taxable ordinary dividends of $172. were reinvested in the account. On 12/22/22 I deposited $5870. The value of the account on 12/31/22 was $95,309. |
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