Polly Trottenberg
Deputy Secretary
Estimated Net Worth
  • estimated net worth
    $531 K - $1.2 M
Salary
  • salary
    Unknown
Employment
  • Started 04/13/2021

Financial Disclosure Details - OGE Form 278e (05/12/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
Senior Advisor
1/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
New York City Employees' Retirement System, defined benefit plan (value not readily ascertainable) eligible for approximately $2,000/month at age 57
None (or less than $201)
2
New York City 457 Deferred Compensation Plan
2.1
Voya Target Retirement 2030 Fund
$50,001 - $100,000
None (or less than $201)
3
Roth IRA
3.1
Fidelity Freedom 2030 Fund (FFFEX)
$15,001 - $50,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
New York, New York
I will continue to participate in this defined benefit plan.
10/1994
2
New York, New York
I will continue to participate in this deferred compensation plan. Neither I nor my former employer will make any further contributions to the plan.
1/2014

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
The Century Foundation
salary
2
TIAA-CREF Retirement Account
2.1
CREF Equity Index Fund
$100,001 - $250,000
None (or less than $201)
2.2
CREF Bond Market Account Fund
$100,001 - $250,000
None (or less than $201)
3
Maryland State Retirement System Defined Benefit Plan (value not readily ascertainable)
Retirement Payments

Other Assets and Income

#
Description
Value
Type
Amount
1
Fidelity Personal Retirement Variable Annuity
1.1
Fidelity VIP FundsManager 50 (FNAYC)
$250,001 - $500,000
None (or less than $201)
2
Fidelity International Index Fund (FSPSX)
None (or less than $1,001)
$5,001 - $15,000
3
Fidelity Extended Market Index Fund (FSMAX)
None (or less than $1,001)
$15,001 - $50,000
4
Fidelity 500 Index Fund (FXAIX)
None (or less than $1,001)
$100,001 - $1,000,000
5
Fidelity Tax-Free Bond Fund (FTABX)
None (or less than $1,001)
$1,001 - $2,500
6
Checking Account - US Credit Union #1
$15,001 - $50,000
None (or less than $201)
7
Fidelity New York Municipal Income Fund (FTFMX)
None (or less than $1,001)
$2,501 - $5,000
8
Checking Account - US Credit Union #2
$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
Congressional Federal Credit Union
$500,001 - $1,000,000
2021
15 year

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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