Marilynn Roberge Malerba
Treasurer of the United States
Estimated Net Worth
  • estimated net worth
    $1.6 M - $4.4 M
Salary
  • salary
    Unknown
Employment
  • Started 08/01/2022

Financial Disclosure Details - OGE Form 278e (03/17/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Mohegan Tribe
Uncasville, Connecticut
Chief
Present
2
Chelsea Groton Bank
Groton, Connecticut
Bank Board Director
7/2022

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Mohegan Tribe
Salary
$105,500
2
Chelsea Groton Bank
Board compensation
$31,725
3
Mohegan Tribe 401(k) Plan
3.1
Fidelity 500 Index Fund (FXAIX)
$100,001 - $250,000
None (or less than $201)
3.2
Fidelity Extended Market Index Fund (FSMAX)
$50,001 - $100,000
None (or less than $201)
3.3
Fidelity Global ex US Index (FSGGX)
$15,001 - $50,000
None (or less than $201)
3.4
BlackRock Global Allocation Instl. (MALOX)
$15,001 - $50,000
None (or less than $201)
3.5
Metropolitan West Total Return Bd I (MWTIX)
$15,001 - $50,000
None (or less than $201)
3.6
Fidelity US Bond Index Fund (FXNAX)
$15,001 - $50,000
None (or less than $201)
4
Lawrence and Memorial Pension - Defined Benefit Plan (value not readily ascertainable)
pension payment
$13,200

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Mohegan Tribe
Uncasville, Connecticut
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions and I do not contribute to the plan any longer.
6/1997
2
Lawrence and Memorial Pension - Defined Benefit Plan
New London, Connecticut
I will continue to participate in this defined benefit plan, but the plan sponsor no longer makes contributions and I do not contribute to the plan any longer.
6/1974

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
Mohegan Tribe 401(k) Plan
1.1
Schwab Managed Retirement Trust Cl. II
$100,001 - $250,000
None (or less than $201)
1.2
Fidelity 500 Index Fund
$50,001 - $100,000
None (or less than $201)
1.3
T Rowe Price Blue Chip Growth Fund, Inc (TRBCX)
$250,001 - $500,000
None (or less than $201)
1.4
Vanguard Equity-Income Adm.
$50,001 - $100,000
None (or less than $201)
1.5
BlackRock Global Allocation Instl.
$100,001 - $250,000
None (or less than $201)
2
Tax Deferred Annuity
2.1
Manning and Napier Target Income CIT (Class U1)
$15,001 - $50,000
None (or less than $201)
3
IRA
3.1
Capital World Growth & Income Fund Class F2 Shares (WGIFX)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank #1 (cash)
$500,001 - $1,000,000
None (or less than $201)
2
U.S. bank #2 (cash)
$250,001 - $500,000
None (or less than $201)
3
U.S. bank #3 (cash)
$15,001 - $50,000
None (or less than $201)
4
US Brokerage Account
4.1
Adobe, Inc. (ADBE)
$1,001 - $15,000
None (or less than $201)
4.2
Alphabet, Inc. (GOOGL)
$1,001 - $15,000
None (or less than $201)
4.3
American Tower Corporation (REIT) (AMT)
$1,001 - $15,000
None (or less than $201)
4.4
Apple, Inc. (AAPL)
$1,001 - $15,000
None (or less than $201)
4.5
ConocoPhillips (COP)
$1,001 - $15,000
None (or less than $201)
4.6
JPMorgan Chase & Co. (JPM)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
DFA World EX US CORE EQUITY FUND CLASS INSTL Symbol DFWIX
Purchase
10/13/2022
$1,001 - $15,000

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
1
1
While I remain the traditional Chief of the Mohegan Tribe, I am not compensated for doing so while Treasurer.

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