Thomas B. Smith
2016Annual
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Pull out the substance of this filing.
What was filed
18
investments
0
positions
0
gifts
1
agreements
0
debts
3
reimbursements
1
income
2
spouse income
Named parties
- The Florida Bar
- State of Flonda--Pension
- Orlando Health--Hourly Wages
- American Society of Clinical Pathologists-—-Cost Reimbursement and Speaking Fees
As filed
Federated Prime Obligations Trust SH Money Market — Int/Div
Oppenheimer Global FD Class A Mutual Fund — Int/Div
Oppenheimer Main Street Select Class A Mutual Fund — Int/Div
T Rowe Price Global Technology Mutual Fund — Int/Div
T Rowe Price Intemational Stock Mutual Fund — Int/Div
Vanguard Dividend Growth Mutual Fund — Int/Div
Vanguard Global Equity Mutual Fund — Int/Div
MetLife Stable Value Symbol GAG! — Interest
Valic Fixed Account Plus fixed income Annuity — Int/Div
Principal Global Investors Large Cap S&P 200 Index RS Fund — Int/Div
Principal Global Investors Small Cap S&P 600 Index RS Fund — Int/Div
Capital Research and Mgmet. Co. Am Feds New Persp R3 Fund — Int/Div
American Funds Target Date Rtm 2020 R6 Fund — Int/Div
Country Life Insurance Company Life Policy single premium whole life — Int/Div
SunTrust Bank Account — Interest
McCoy Federal Credit Union — Interest
MetLife Stable Value Symbol GAG) — Interest
West Asset Management U.S. Government Portfolio — Int/Div
Agreement — 2016 — State of Flonda Employee Pension Plan--No Control
Reimbursement — The Florida Bar — January 28 to January 29,2016 — Orlando, Flonda — Attend Business Law Section Meetings — Transportation, Parking, Meals
Reimbursement — Section Meetings and Dinner
Reimbursement — The Florida Bar — September 2 to September 5, 2016 — Naples, Florida — Attend Business Law Section Retreat — Transportation, Lodging, Parking, Meals
Income — 2016 — State of Flonda--Pension — S458.936.00
Spouse's income — 2016 — Orlando Health--Hourly Wages
Spouse's income — 2016 — American Society of Clinical Pathologists-—-Cost Reimbursement and Speaking Fees
Part VIL. Line 13, the Principal Lifetime 2020 Fund now goes by the name American Funds Target Date Rtm 2020 R6 Fund.
Part VII. Line 8, On my 2015 report | listed MetLife Stable Value Symbol GAGI and on my 2016 report | listed Fidelity 403B. This is my wife's retirement asset
through her employer, Orlando Health, The "Plan Details” for the Orlando Health 4038 Retirement Savings Plan shows “Fidelity Investments” in the top right
corner und the plan suys it is "powered by” Fidelity Investments which is where 1 got that reference. But, the investment option within the plan which my wife
chose is MetLife Stable Value which is a bond fund. Therefore, | have amended Line 8, consistent with the 2015 report because, while Fidelity has some role in
the Orlando Health plan, my wife's investment is in the MetLife Stable Value fund.
Part VII. Line 17. On my 2015 report 1 listed MetLife Stable Value Symbol GAGJ and on my 2016 report | listed MetLife Universal Annuity. This is another of
my wife's retirement vehicles through Orlando Health and again, 1 was in error. The mvestment was correctly listed as MetLife Stable Value Symbol GAGJ on the
2015 report and | have amended this report accordingly.
Part Vii. Line 19. My 2016 report lists Brighthouse Financial Universal Annuity which was not on my 2015 report. Once again, this is my wife's investment,
Between the filing of my 2015 and 2016 reports, the name changed from MetLife to Brighthouse Financial. But, the servicing agent (Voya Financial Advisors)
and account number remained the same. The investment which is 1005 in the West Asset Management U.S. Government Portfolio also remained the same.
Accordingly, | have deleted line 19 because the actual mvestment already appears at line 18. According to the statement, the plan type is “Tax Sheltered Annuity"
und the product type is "Universal Annuity." According to the prospectus, it is a "variable" annuity,
This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.