Sharon Johnson Coleman

2013Annual

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Pull out the substance of this filing.

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.

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