Audrey B. Collins
2009
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Pull out the substance of this filing.
What was filed
11
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
As filed
TBGVX
GABGX
JAMRX
VISMX
VIVAX
County of L.A. Savings Plan (See Sect viiDh — Interest
Savings Stable Value Fund (See Sect Vill)
T. Rowe Price Equity Income — Int/Div
Janus Worldwide Fund — Int/Div
Victory Investment Grade Convertible — Int/Div
Greenspring Fund. Inc — Int/Div
Name of Person Reporting
Date of Report
FINANCIAL DISCLOSURE REPORT
Page 7 of’ 8
Collins, Audrey B.
04/30/2010
V1 11 . ADDIT] ONA L IN FORMATI ON OR EXPLANATI ONS. (Indicate part of Report.)
VI. INVESTMENTS AND TRUSTS
Line 26: On April 22, 2008. Jrolled over his entire IRA to the Los Angeles County Employees Retirement Association (LACERA), anuther qualified
distribution plan. The rolled-over funds were subsequently used to purchase additional years of County service for retirement.
no longer has custody
or control of these funds. This IRA no longer exists. See also 2008 repost at Section VII
Line 33: The Citibank account, formerly on line 35, now fails the qualifying reporting requirements No income was generated & its gross value was well under
$5000
Line 37: County of Los Angeles Savings Plan - In May and June, 2008,
| rolled-over his funds from his County of Los Angeles Savings Plan to the Los
Angeles County Employees Retirement Association (LACERAY), another qualified distribution plan. The rolled-over funds were subsequently used to purchase
additional years of County service for his retirement. However, he continued to contribute until his retirement from Los Angeles County on October, 5, 2009.
These contributions are reflected on line 37. Sce also 2008 Report at Section VIII for more details.
Lines 38-19: Investments within the County of Los Angeles Savings Plan - In October 2007,
[transferred his investment in the County of Los Angcles
10 the Savings Stable Value Fund, formerty the Stable Value Fund, and the Bank Depository Fund, formerly the City National Bank Fund. See also 2008 Report at
Section VIII for more details.
Linc 48.
Los Angeles County Deferred Compensation and Thrift Plan - In May & June, 2008,
|rolled-over funds in his L.os Angeles County
Deferred Compensation and Thrift Plan to the Los Angeles County Einployees Retirement Association (
LACER A), another qualified distribution plan. The
rolled-over funds were subsequently used to purchase additional years of County service for retirement.
no longer has custody or control of thesc
os
funds. However, he continued to contribute until his retirement from [Los Angeles County on October 5, 2009. These contributions are reflected on line 48.
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.