William B Berger
U.S. Marshal, Middle District, Florida
Estimated Net Worth
  • estimated net worth
    $2.6 M - $6.8 M
Salary
  • salary
    Unknown
Records

Financial Disclosure Details - OGE Form 278e (04/20/2022)

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
Miami Fire and Police Retirement Trust defined benefit (value not readily ascertainable)
Retirement Payments (monthly)
$2,000
2
Palm Bay Police and Firefighter Pension Fund (defined benefit - value not readily ascertainable)
Retirement Payments (monthly)
$1,600
3
North Miami Beach Police Pension (defined benefit - value not readily ascertainable)
Retirement Payments(month y)
$5,900
4
ICMA RHS Premier Services Program (457 account through Palm Bay Police)
4.1
Vantagepoint Milestone 2015
$15,001 - $50,000
$201 - $1,000

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Miami Fire and Police Retirement Trust
Miami , Florida
I will continue to participate in this defined benefit plan.
1/1974
2
North Miami Beach Police Pension
North Miami Beach, Florida
I will continue to participate in this defined benefit plan..
11/1989
3
Palm Bay Police and Firefighters Pension Fund
Palm Bay, Florida
I will continue to participate in this defined benefit plan.
4/2004
4
ICMA RC account through the city of Palm Bay
Palm Bay, Florida
I will continue to participate in this defined contribution plan. The plan sponsor has not made further contributions since my separation.
4/2004

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
Intel Corp
$1,001 - $15,000
None (or less than $201)
2
BHP Billiton LTD ADR
$1,001 - $15,000
None (or less than $201)
3
Boeing Co
$1,001 - $15,000
None (or less than $201)
4
Merrill-Lynch Bank Deposit Program (cash account)
$250,001 - $500,000
None (or less than $201)
5
MetLife Performance Premier B Class Qualified IRA
5.1
American Funds Global Capitalization Fund
$50,001 - $100,000
$201 - $1,000
5.2
Fixed Interest Account
$100,001 - $250,000
Interest
$1,001 - $2,500
5.3
Harris Oakmark International Portfolio
$50,001 - $100,000
$201 - $1,000
5.4
JPMorgan Core Bond Portfolio
$50,001 - $100,000
$201 - $1,000
5.5
Metlife Mid Cap Stock Index Portfolio
$50,001 - $100,000
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
1
New England Life Insurance CO (Annunity- Met.life)
Sale
06/28/2021
2
New England Life Insurance CO (Annunity- Met.life)
Sale
06/28/2021
3
Jackson Advantage Variable and fixed Annunity
Purchase
06/28/2021
4
Allstate Corp (ALL)
Purchase
08/09/2021
$1,001 - $15,000
5
SPDR S&P Biotech ETF (XBI)
Purchase
12/16/2020
$1,001 - $15,000
6
Allstate Corp Del Com
Purchase
12/16/2020
$1,001 - $15,000
7
CSX Corp. (CSX)
Purchase
12/16/2020
$1,001 - $15,000
8
Costco Wholesale Corp. (COST)
Purchase
12/16/2020
$1,001 - $15,000
9
McDonald's Corp. (MCD)
Purchase
12/16/2020
$1,001 - $15,000
10
Johnson & Johnson (JNJ)
Purchase
12/16/2020
$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
2
3
cola increase
2
4
Health care reimbursement investment
6
4
Increase in value due to sale of homestead.
6
5.11
Formerly Davis Venture.
6
6.13
Formerly WMC Core Equity Opportunities Portfolio.
6
7.1
Filer inadvertently left off earlier forms.
6
10
Filer inadvertently left off prior forms.
6
40
Replaced Met Life Annunity
7
1
The following 8 items listed below in this form are from Part 6 of 2021 annual form, line 5. Sold all holdings of annuity listed in lines 5.1 to 5.8 of 2021 annual form.
7
2
The following 8 items listed below in this form are from Part 6 of 2021 annual form, line 5. Sold all holdings of annuity listed in lines 5.1 to 5.8 of 2021 annual form.

Do you have information about William B Berger that is missing from this database?

Drop us a line at [email protected].

We want your help. If you have any additional information about an appointee that is or isn’t in our database, or any corrections, let us know via email at [email protected] .

© 2024 Book Plum. All rights reserved