Alan Eugene Norris
2017Annual
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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.