Annual financial disclosure for 2018, filed May 15, 2019. Includes 36 assets and 4 liabilities.
| Asset | Value |
|---|---|
Bank of America Accounts | $15,001 - $50,000 |
HSBC Accounts | $100,001 - $250,000 |
| Creditor | Type | Amount |
|---|---|---|
| PHH Mortgage Services | mortgage | $250,001 - $500,000 |
| BB&T | mortgage | $50,001 - $100,000 |
| Capitol Hill Tower Housing Corporation | mortgage |
| $50,001 - $100,000 |
Island Federal Credit Union Account | $15,001 - $50,000 |
Lutheran Medical Center 401(k) | $1,001 - $15,000 |
Lutheran Medical Center 401(k) | $1,001 - $15,000 |
Lutheran Medical Center 401(k) | $1,001 - $15,000 |
Vanguard Target Bond Market Index Institutional | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $50,001 - $100,000 |
| $15,001 - $50,000 |
New York State Pension | $15,001 - $50,000 |
Northwestern Mutual Whole Life Insurance Policy | $50,001 - $100,000 |
Northwestern Mutual Whole Life Insurance Policy | $15,001 - $50,000 |
NY 529 Direct Plan (Dependent Child 1) Moderate Age Based Option / Conservative Age Based Option NY, US | $50,001 - $100,000 |
NY 529 Direct Plan (Dependent Child 2) Moderate Age Based Option NY, US | $50,001 - $100,000 |
Based Option/Conservative Age Based Option NY | $100,000 - $100,000 |
Russell Lifepoint Balanced Strategy Fund Class C (Northwestern Mutual) | $1,001 - $15,000 |
Transamerica Custodial Traditional IRA Money Market Account | $1,001 - $15,000 |
Lutheran Medical Center 401(k) – Vanguard Inst Tg Rtm 35 Inst NY, US | $1,001 - $15,000 |
Lutheran Medical Center 401(k) – Vanguard Ttl Bd Mkt Idx Ins NY, US | $1,001 - $15,000 |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
| $15,001 - $50,000 |
| $15,001 - $50,000 |
NY 529 Direct Plan (Dependent Child 1) Moderate Age Based Option / Conservative Age Based Option NY, US | $1,001 - $15,000 |
Russell Lifepoint Balanced Strategy Fund Class C (Northwestern Mutual) US | $1,001 - $15,000 |
Lutheran Medical Center 401(k) | N/A |
Merrill Edge Guided Investing Traditional IRA | N/A |
Merrill Edge Investment Account - Non Retirement US | N/A |
| $100,001 - $250,000 |
| HSBC | line of credit | $15,001 - $50,000 |
