Annual financial disclosure for 2015, filed May 16, 2016. Includes 17 assets and 2 liabilities.
| Asset | Value |
|---|---|
Bank of America Accounts | $250,001 - $500,000 |
Bay Ridge Federal Credit Union Account | $15,001 - $50,000 |
| Creditor | Type | Amount |
|---|---|---|
| HSBC | mortgage | $250,001 - $500,000 |
| Bank of America | line of credit | $50,001 - $100,000 |
| $1,001 - $15,000 |
CBS 401(k) | $1,001 - $15,000 |
DFA US Small Cap Portfolio | $1,001 - $15,000 |
HSBC Accounts | $100,001 - $250,000 |
JHancock3 Disciplined Value 1 | $1,001 - $15,000 |
Lutheran Medical Center 401(k) | $15,001 - $50,000 |
Lutheran Medical Center 401(k) ⇒ PIMCO Total Return Institutional | $1,001 - $15,000 |
Lutheran Medical Center 401(k) ⇒ VALIC Fixed Interest Option | $15,001 - $50,000 |
New York State Pension | $15,001 - $50,000 |
Northwestern Mutual Whole Life Insurance Policy | $15,001 - $50,000 |
Northwestern Mutual Whole Life Insurance Policy | $15,001 - $50,000 |
NY 529 Direct Plan (Dependent Child 1) Moderate Age Based Option: Conservative Growth Portfolio NY, US | $50,001 - $100,000 |
NY 529 Direct Plan (Dependent Child 2) Moderate Age Based Option: Conservative Growth Portfolio NY, US | $50,001 - $100,000 |
Russell Lifepoint Balanced Strategy Fund Class C | $1,001 - $15,000 |
Transamerica Partners Custodial Traditional IRA Money Market Account | $1,001 - $15,000 |