Sharon Johnson Coleman
2013Annual
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What was filed
17
investments
0
positions
0
gifts
2
agreements
2
debts
0
reimbursements
0
income
2
spouse income
Named parties
- HCSC40IK
- Chase (Part VII - Line 6)
- Health Care Service Corporation - Employment
- Excellus Health Plan, Inc. - Employment
As filed
Planites Credit Union — Int/Div
Citibank — Int/Div
Mesirow Financial Brokerage Account (Y)
Templeton Global Fund — Int/Div — Closed
Mesirow Financial Brokerage Account (Y)
Ira #21 Templeton Global Fund — Int/Div — Closed
Rental Property - Chicago, Il (Purchased 2007 $340.000) — Rent
HCSCAIKAY)
State of Hlinois Retirement Fund — None
HCSC Deferred Income (Y)
Memill Lynch (H)
Mermll Lynch Money Market Account — Interest — Buy
Merrill Lynch Wealth Management Mutual Funds IRA #1 — Int/Div — Buy
Mernll Lynch Money Market Account — Interest — Buy
Merrill Lynch Wealth Management Mutual Funds IRA — Int/Div — Buy
Mernll Lynch Money Market Account — Interest — Buy
Merrill Lynch Wealth Management Mutual Funds IRA Rollover — Int/Div — Buy
Agreement — 1996 — State of lllinois Employee Pension Fund: Pension upon retirement age 59.5
Agreement — 1984 — Cook County Employee Retirement Fund: Pension upon retirement age 59.5
Liability — HCSC40IK — Personal Loan
Liability — Chase (Part VII - Line 6) — Rental Property - Mortgage
Spouse's income — 2013 — Health Care Service Corporation - Employment
Spouse's income — 2013 — Excellus Health Plan, Inc. - Employment
Lines 3 and 5 Mesirow Financial { Brokerage Firm) was closed and funds transfered to Merrill Lynch (Brokerage Firm) reported at line 11, which represents the
Templeton Global Funds, The values reported at D(3) lines 4 and 6 represents the transferred values,
Line 8 HCSC 401(K) Rolled over to Merrill Lynch (Line 17) when employment changed per Part 111-B Line 2.
Line10 HCSC Deferred Compensation distributed due to change in employers income reported as Part [11-8 Le 1.
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.