Alan Eugene Norris

2017Annual

Ask Donna

Pull out the substance of this filing.

What was filed

  • 15

    investments

  • 2

    positions

  • 0

    gifts

  • 2

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • Clements Foundation, Westerville, Ohio
  • Schrock Road Professional Building, a partnership, Westerville, Ohio
  • KeyBank
  • Ohio Public Emplovees Retirement System
  • Ohio Public Employees Retirement System (spouse)

As filed

4 nt rental property, Westerville, OH appraised 1/19/04 — Rent

common stock. IBM — Int/Div

checking account, Bank one/Chase Bank Columbus, Oh — Interest

Keogh, ABA/Equitable Life Ins. See note in Section VII — Distribution

Re: #4 above - Plan name is Equitable Life — Distribution

Insurance Large Cap Equity Fund

Re: #4 above -2nd Plan Name is Equitable Life — istrnibution

Insurance Mid-Cap Equity Fund

Re: #4 above - 3rd Plan Name is Equitable — Distribution

Life Insurance Stable Asset Retun Fund

Savings Account, WesBanco Cols, OH (formerly AmTrust) — Interest

Guardian Life Insurance Policy #1 — Int/Div

Shares Barcleys TIPS Bond Fund — Int/Div

Pimco FDS bond Fund — Int/Div

PNC Bank Money Market Account — Ine

Trustee, Clements Foundation, Westerville, Ohio

Partner, Schrock Road Professional Building, a partnership, Westerville, Ohio

Agreement — 100167 — to 6/3VK6 - Oho Public Employees Retirement System, contributed during former state employment

Agreement — 1981 — ABA - Administered "Keogh™ Plan, contributed during law practice. Consists of Large-Cap Equity Fund, Small MidCap Equity Fund, & Stable Asset Return Fund

Liability — KeyBank — credit card debe (spouse)

Income — 17 — Ohio Public Emplovees Retirement System — $61,061.93

Spouse's income — 17 — Ohio Public Employees Retirement System (spouse)

IN RESPONSE TO INQUIRY FROM JUDICIAL CONFERENCE COMMITTEE ON FINANCIAL DISLCOSURE | SUBMIT THE FOLLOWING: Apologies

for the delayed response to inquiry.

SECTION VIL

Line 4. Is my American Bar Association Keogh retirement plan, now administered by Equitable Life Insurance Company. Additional information in response to

inquiry letter

Plan portfolio consists of

Plan Name: Equitable Life Insurance Large-Cap Equity Fund (Value Code L)

2nd Plan Name: Equitable Life Insurance Mid-Cap Equity Fund (Value Code L)

3rd Plan Name: Equitable Life Insurance Stable Asset Retun Fund (Value Code K)

Line 6. The Guardian policy is a paid up whole life policy.

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.

Alan Eugene Norris | Frix