Ask Donna

Pull out the substance of this filing.

What was filed

  • 60

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 2

    income

  • 2

    spouse income

Named parties

  • State of Alaska. Permanent Fund Distribution

As filed

ABA Retirement Funds. 401(k); Small-Mid Cap Equity Fund R1 — Int/Div

ABA Retirement Funds 401(k); Bond Core Plus Fund R1 — Int/Div

ABA Retirement Funds, 401(k); Bond Index Fund R1 — Int/Div

ABA Retirement Funds, 401(k); Stable Asset Return Fund R1 — Int/Div

ABA Retirement Funds. 401(k); Large-Cap Equity Faad Rt — Int/Div

ABA Retirement Funds, 401(k); All Equity Fund R1 = — Int/Div

Two 529 Plans, T. Rowe Price, Univ. of Alaska College Savings Plan — Int/Div

Doyon Utilities, LLC 401(k); The Standard Stable Asset A. — Int/Div

Doyon Utilities, LLC 401(k); Voya Intermediate Bond I — Int/Div

Doyon Utilities, LLC 401(k); Vanguard 500 Index Admiral — Int/Div

Doyon Utilities, LLC 401(k); Mainstay Large Cap Growth I — Int/Div

Doyon Utilities, LLC 401(k); JPMorgan Small Cap GrowthR6 (X) — Int/Div

Doyon Utilities, LLC 401(k); Vanguard Equity Income Adm — Int/Div

Doyon Utilities, LLC 401(k); Hartford Midcap Y (Y) — Int/Div

Doyon Utilities, LLC 401(k); T-Rowe Price New Horizons — Int/Div

Doyon Utilities, LLC 401(k); MFS Intl Diversification R6 (X) — Int/Div

Doyon Utilities, LLC 401(k); Federated Intl Equity Is (Y) — Int/Div

Doyon Utilities, LLC 401(K); Wells Fargo Spec Mdcpval Ins — Int/Div

USAA Federal Savings Bank: Cash Accounts — Interest

ABA Retirement Funds, 401(k); 2035 Retirement Date Fund R1 — Int/Div

ABA Retirement Funds, 401(k); Moderate Risk Fund R1 — Int/Div

ABA Retirement Funds, 401(k); Small Mid Cap Index Equity Fund R1 — Int/Div

LPL Financial, U.S. Bank N.A.; Cash Account — Interest

Alaska USA Federal Credit Union; Cash Accounts — Interest

LPL Financial IRA; Optimum Large Cap Growth Inst! CL — Int/Div

LPL Financial IRA; Optimum Large Cap Value Inst — Int/Div

LPL Financial IRA; Optimum Small Mid Cap Grow — Int/Div

LPL Financial IRA; Optimum Small Mid Cap Value — Int/Div

LPL Financial IRA; Optimum Intl Inst! CL — Int/Div

LPL Financial IRA; Optimum Fixed Income Insti C — Int/Div

ABA Retirement Funds. 401(k); Small-Mid Cap Equity Fund R1 — Int/Div

ABA Retirement Funds 401(k); Bond Core Plus Fund R1 — Int/Div

ABA Retirement Funds, 401(k); Bond Index Fund R1 — Int/Div

ABA Retirement Funds, 401(k); Stable Asset Return Fund R1 — Int/Div

ABA Retirement Funds. 401(k); Large-Cap Equity Faad Rt — Int/Div

ABA Retirement Funds, 401(k); All Equity Fund R1 = — Int/Div

Two 529 Plans, T. Rowe Price, Univ. of Alaska College Savings Plan — Int/Div

Doyon Utilities, LLC 401(k); The Standard Stable Asset A. — Int/Div

Doyon Utilities, LLC 401(k); Voya Intermediate Bond I — Int/Div

Doyon Utilities, LLC 401(k); Vanguard 500 Index Admiral — Int/Div

Doyon Utilities, LLC 401(k); Mainstay Large Cap Growth I — Int/Div

Doyon Utilities, LLC 401(k); JPMorgan Small Cap GrowthR6 (X) — Int/Div

Doyon Utilities, LLC 401(k); Vanguard Equity Income Adm — Int/Div

Doyon Utilities, LLC 401(k); Hartford Midcap Y (Y) — Int/Div

Doyon Utilities, LLC 401(k); T-Rowe Price New Horizons — Int/Div

Doyon Utilities, LLC 401(k); MFS Intl Diversification R6 (X) — Int/Div

Doyon Utilities, LLC 401(k); Federated Intl Equity Is (Y) — Int/Div

Doyon Utilities, LLC 401(K); Wells Fargo Spec Mdcpval Ins — Int/Div

USAA Federal Savings Bank: Cash Accounts — Interest

ABA Retirement Funds, 401(k); 2035 Retirement Date Fund R1 — Int/Div

ABA Retirement Funds, 401(k); Moderate Risk Fund R1 — Int/Div

ABA Retirement Funds, 401(k); Small Mid Cap Index Equity Fund R1 — Int/Div

LPL Financial, U.S. Bank N.A.; Cash Account — Interest

Alaska USA Federal Credit Union; Cash Accounts — Interest

LPL Financial IRA; Optimum Large Cap Growth Inst! CL — Int/Div

LPL Financial IRA; Optimum Large Cap Value Inst — Int/Div

LPL Financial IRA; Optimum Small Mid Cap Grow — Int/Div

LPL Financial IRA; Optimum Small Mid Cap Value — Int/Div

LPL Financial IRA; Optimum Intl Inst! CL — Int/Div

LPL Financial IRA; Optimum Fixed Income Insti C — Int/Div

Income — 2020 — State of Alaska. Permanent Fund Distribution — $992.00

Income — 2020 — State of Alaska. Permanent Fund Distribution — $992.00

Spouse's income — 2020 — State of Alaska. Permanent Fund Distribution

Spouse's income — 2020 — State of Alaska. Permanent Fund Distribution

Part VII Investments and Trusts.

1. VOL

7. "University of Alaska College Savings Plan", ACT Portfolio.

12. New asset in the fund in beginning of 2020, resulting from a transfer within the fund.

14. and 17. Transferred in their entirety to items 8, 9, 10, 11, 12, 13, 15, 16, and 18 at end of 2020.

16. New asset in the fund at end of 2020, resulting from a transfer within the fund.

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.

Scott Oravec | Frix