Cheryl A. Eifert
2015Annual
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What was filed
106
investments
0
positions
0
gifts
0
agreements
2
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Offutt, Nord and Burchett, PLLC Retirement Plan
- John Deere
- Offutt, Nord & Burchett, PLLC ( Member, Self-Employed Attorney)
As filed
Fifth Third Bank Accounts — Interest
Chase Bank Account — Interest
BB&T Bank Account — Interest
Northwestern Mutual Life - 6 Whole Life Policies — Int/Div
WV Smart 529 Plan #1- 16 to 17 Age Based Strategy — None
WV Smart 529 Plan #1- 16 to 17 Age Based Strategy — None — Sold (part)
WV Smart 529 Plan #2 - 9 to 13 Age Based Strategy — None
WV Smart 529 Plan #2 - 9 to 13 Age Based Strategy — None — Buy (add'l)
WV Smart 529 Plan #2 - 9 to 13 Age Based Strategy — None — Buy (add'l)
Mineral Rights, Calhoun Cty., WV — Rovalty
Offutt, Nord & Burchett, PLLC Retirement Plan #1
Voya Age. Bond Prt (formerly ING Pimco Total Return Portfolio 1) — None — Sold
Vova IntermediateBond Port — None — Buy
Voya (formerly ING) Solution Income Portfolio Adv. — None
Voya (formerly ING) Solution 2055 Portfolio Adv, — None
American Funds Income Fund R23 — None
Vanguard VIF Diversified Value Portfolio — None
Voya (formerly ING) Russell Lrg Cap Index Port — None
American Funds Growth Fnd R3 — None
Wanger Select — None — Sold
VY TRowePrice Dive MdCp Gr Pt — None — Buy
VY TRowePrice Dive MdCp Gr Pt — None
American Funds Europacific R3 — None
Northwestern Mutual Variable Annuity
Equity Income (MSA/T Rowe Price) B — None — Sold
Equity Income (MSA/T Rowe Price) B — Buy
Equity Income (MSA/T Rowe Price) B — Sold (part)
Equity Income (MSA/T Rowe Price) B — Sold
Equity Income (MSA/T Rowe Price) B — Buy
Index S00 Stock (MSA) B — None — Sold
Index S00 Stock (MSA) B — Buy
Index S00 Stock (MSA) B — Sold (part)
Index S00 Stock (MSA) B — Sold
Index S00 Stock (MSA) B — Buy
Mid-Cap Value (MSA/Amenican Century) B — None — Sold
Mid-Cap Value (MSA/Amenican Century) B — Buy
Mid-Cap Value (MSA/Amenican Century) B — Sold (part)
Mid-Cap Value (MSA/Amenican Century) B — Sold
Mid-Cap Value (MSA/Amenican Century) B — Buy
Small Cap Value (MSA/T Rowe Price) B — None — Sold
Small Cap Value (MSA/T Rowe Price) B — Buy
Small Cap Value (MSA/T Rowe Price) B — Sold (part)
Small Cap Value (MSA/T Rowe Price) B — Sold
Small Cap Value (MSA/T Rowe Price) B — Buy
Intemational Equity (MSA/ Franklin Tmpl) B — None — Sold
Intemational Equity (MSA/ Franklin Tmpl) B — Buy
Intemational Equity (MSA/ Franklin Tmpl) B — Sold (part)
Intemational Equity (MSA/ Franklin Tmpl) B — Sold
Intemational Equity (MSA/ Franklin Tmpl) B — Buy
Select Bond (MSA/Wells Capital Management) B — None — Sold
Select Bond (MSA/Wells Capital Management) B — Buy
Select Bond (MSA/Wells Capital Management) B — Sold (part)
Select Bond (MSA/Wells Capital Management) B — Sold
Select Bond (MSA/Wells Capital Management) B — Buy
Russell Core Bond - B — None — Sold
Russell Core Bond - B — Buy
Russell Core Bond - B — Sold (part)
Russell Core Bond - B — Sold
Russell Core Bond - B — Buy
High Yield Bond (MSA/Federated Inv.) B — None — Sold
High Yield Bond (MSA/Federated Inv.) B — Buy
High Yield Bond (MSA/Federated Inv.) B — Sold (part)
High Yield Bond (MSA/Federated Inv.) B — Sold
High Yield Bond (MSA/Federated Inv.) B — Buy
Equity Income (MSA/T Rowe Price) A — None — Buy
Equity Income (MSA/T Rowe Price) A — Sold
Equity Income (MSA/T Rowe Price) A — Buy
Index S00 Stock (MSA) A — None — Buy
Index S00 Stock (MSA) A — Sold
Index S00 Stock (MSA) A — Buy
Mid-Cap Value (MSA/Amencan Century) A — None — Buy
Mid-Cap Value (MSA/Amencan Century) A — Sold
Mid-Cap Value (MSA/Amencan Century) A — Buy
Small Cap Value (MSA/T Rowe Price) A — None — Buy
Small Cap Value (MSA/T Rowe Price) A — Sold
Small Cap Value (MSA/T Rowe Price) A — Buy
International Equity (MSA/ Franklin Tmpl) A — None — Buy
International Equity (MSA/ Franklin Tmpl) A — Sold
International Equity (MSA/ Franklin Tmpl) A — Buy
Select Bond (MSA/Wells Capital Management) A — None — Buy
Select Bond (MSA/Wells Capital Management) A — Sold
Select Bond (MSA/Wells Capital Management) A — Buy
Russell Core Bond - A — None — Buy
Russell Core Bond - A — Sold
Russell Core Bond - A — Buy
High Yield Bond (MSA/Federated Inv.) A — None — Buy
High Yield Bond (MSA/Federated Inv.) A — Sold
High Yield Bond (MSA/Federated Inv.) A — Buy
Northwestern Mutual Fixed Annuity Rollover IRA — None
Northwester Mutual Fixed Retirement Amnuity #1 « Rollover — None
Northwestern Mutual Investment Account
General Money Market Fund Class B — Interest
American Century Intermediate-Term Tax Free Bond Fund — Int/Div — Sold (part)
Dodge & Cox International Fund — Int/Div — Sold (part)
Europacific Growth Fund Class F — Int/Div — Sold (part)
Fidelity Advisor New Insights Fund Class 1 — Int/Div — Sold (part)
Fidelity Advisor Limited Term Muni Income Fund Class — Int/Div — Sold (part)
Fidelity Advisor Intermediate Muni Income Fund Class — Int/Div — Sold (part)
Franklin Federal Intermediate-Term Tax Free Income Fund — Int/Div — Sold (part)
John Hancock Disciplined Value Mid Cap Fund Class — Int/Div — Sold (part)
MFS Value Fund Class — Int/Div — Sold (part)
New World Fund Class F — Int/Div — Sold (part)
T-Rowe Price Tax Free High Yield — Int/Div — Sold (part)
T-Rowe Price Real Estate — Int/Div — Sold (part)
Vanguard Limited-Term Tax Exempt Fund — Int/Div — Sold (part)
Northwestern Mutual Fixed Retirement Amnuity #2 « Rollover — None
Liability — Offutt, Nord and Burchett, PLLC Retirement Plan — 401k) loan secured by vested interest
Liability — John Deere — Loun secured by John Deere tractor purchased during 2015
Spouse's income — 2015 — Offutt, Nord & Burchett, PLLC ( Member, Self-Employed Attorney)
Part VII, Line 4 - Premiums paid for 2015 equal $27,890.
Part VII, Lines 11-23 - Because 401-k deferrals and employer matches were deposited monthly, amounts were invested in these securities each month.
Part VII, Line 10 - Royalties received from the DD Oil Company and from Offutt #2.
Part VII, Lines 24, 89, and 90 - The account descriptions have been updated.
Part VII, Lines 90 and 106 - The investment on line 90 has been historically reported as "NML Fixed Retirement Annuity - Rollover IRA" As per above, the
description to line 90 has been updated. Also, in past reports the investment reported on this line contained two fixed retirement annuities. Line 106 was added so
that the two fixed annuities could be reported separately.
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.