Estimated Net Worth
- $486 K - $1.7 M
Salary
- Unknown
Employment
- Started 03/01/2021
Financial Disclosure Details - OGE Form 278e (05/16/2024)
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 | Meriden Public Schools, Voya 403(b) Plan | |||
1.1 | Voya Fixed Account (4550) | $15,001 - $50,000 | None (or less than $201) | |
1.2 | VY T. Rowe Price Capital Appreciation Portfolio, Service Class | $15,001 - $50,000 | None (or less than $201) | |
1.3 | Voya Large Cap Value Portfolio, Institutional Class | $15,001 - $50,000 | None (or less than $201) | |
1.4 | VY T. Rowe Price Growth Equity Portfolio, Institutional Class | $50,001 - $100,000 | None (or less than $201) | |
1.5 | Voya Mid Cap Opportunities Portfolio | $15,001 - $50,000 | None (or less than $201) | |
1.6 | American Funds EuroPacific Growth Fund, Class R-4 | $15,001 - $50,000 | None (or less than $201) | |
2 | Meriden Public Schools, Voya 457 Plan | |||
2.1 | Voya Fixed Plus Account (4565) | $1,001 - $15,000 | None (or less than $201) | |
2.2 | VY T. Rowe Price Capital Appreciation Portfolio, Service Class | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Meriden, Connecticut | I will continue to participate in the Meriden Public Schools, Voya 403(b) Plan. The plan sponsor will not make further contributions after my separation. | 8/2003 | |
2 | Meriden, Connecticut | I will continue to participate in the Meriden Public Schools, Voya 457 Plan. The plan sponsor will not make further contributions after my separation. | 8/2003 | |
3 | Hartford, Connecticut | I will continue to participate in the State of Connecticut, Deferred Compensation 457 Plan. The plan sponsor will not make further contributions after my separation. | 8/2019 | |
4 | Hartford, Connecticut | I will continue to participate in the Connecticut Teachers' Retirement Board, cash balance pension (defined benefit) plan. | 9/1998 |
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 | Meriden Public Schools | Salary | ||
2 | Meriden Children First Initiative | Salary | ||
3 | Meriden Public Schools Retirement Account | |||
3.1 | American Funds EuroPacific Growth Fund, Class R-4 | $1,001 - $15,000 | None (or less than $201) | |
3.2 | American Funds Fundamental Investors, Class R-4 | $1,001 - $15,000 | None (or less than $201) | |
3.3 | American Funds The Growth Fund of America, Class R-4 | $15,001 - $50,000 | None (or less than $201) | |
3.4 | Voya Russell Large Cap Index Portfolio, Class I | $1,001 - $15,000 | None (or less than $201) | |
3.5 | VY American Century Small-Mid-Cap Value Portfolio, Initial Class | $1,001 - $15,000 | None (or less than $201) | |
3.6 | VY JPMorgan Small Cap Core Equity Portfolio, Service Class | $1,001 - $15,000 | None (or less than $201) | |
3.7 | VY T. Rowe Price Capital Appreciation Portfolio, Service Class | $1,001 - $15,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. bank #1 (cash) | $100,001 - $250,000 | None (or less than $201) | |
2 | Medical Life Insurance Company, whole life | $100,001 - $250,000 | None (or less than $201) | |
3 | CHET 529 College Savings Plan #1 | |||
3.1 | TIAA-CREF Equity Index Fund, Institutional Class (TIEIX) | $1,001 - $15,000 | None (or less than $201) | |
3.2 | TIAA-CREF International Equity Index Fund, Institutional Class (TCIEX) | $1,001 - $15,000 | None (or less than $201) | |
3.3 | DFA Emerging Markets Core Equity Portfolio, Institutional Class (DFCEX) | None (or less than $1,001) | None (or less than $201) | |
3.4 | Vanguard Real Estate Index Fund, Institutional Shares (VGSNX) | None (or less than $1,001) | None (or less than $201) | |
3.5 | TIAA-CREF Bond Index Fund, Institutional Class (TBIIX) | $1,001 - $15,000 | None (or less than $201) | |
3.6 | TIAA-CREF Inflation-Linked Bond Fund, Institutional Class (TIILX) | $1,001 - $15,000 | None (or less than $201) | |
3.7 | BlackRock Strategic Income Opportunities Fund (BSIKX) | $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 | UNFCU | $50,001 - $100,000 | 2021 | 15 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
Nothing reported in this section | ||
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