Financial Disclosure Details - OGE Form 278e (04/26/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
Nothing reported in this section

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
New Jersey State Police, defined benefit plan (value not readily ascertainable)
Retirement Payments (annual)
$93,939
2
457b Plan, Milville. NJ -
2.1
DCP Stable Value Fund
$50,001 - $100,000
$1,001 - $2,500
2.2
Core Bond Enhanced lndex/PIM Fund
$50,001 - $100,000
$2,501 - $5,000
2.3
Large Cap Value/LSV Asset Management Fund
$15,001 - $50,000
$1,001 - $2,500
2.4
Large Cap Group/JP Morgan Fund
$1,001 - $15,000
$201 - $1,000
2.5
Polen Cap LLC
$15,001 - $50,000
$1,001 - $2,500
2.6
Small Cap Grow/Boston Co. Fund
$1,001 - $15,000
$1,001 - $2,500
2.7
Small Cap Value TBC AM
$1,001 - $15,000
$1,001 - $2,500
2.8
International Blend/Thornburg Fund
$15,001 - $50,000
$2,501 - $5,000

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
New Jersey State Employee Deferred Compensation Plan (NJSEDCP) 457b
West Trenton, New Jersey
I will continue to participate in this plan, but neither I nor my former employer will make further contributions.
1/1993
2
State Police Retirement System (SPRS)
West Trenton, New Jersey
I receive monthly payouts of my defined benefit plan since my retirement in May, 2010.
1/1975

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
Nothing reported in this section

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
HSBC Bank (Banking)
salary, bonus
2
IRA #1, New York, NY
2.1
Dodge and Cox International Fund
$15,001 - $50,000
$201 - $1,000
2.2
Easton Vance Floating Rate High Income Fund
$1,001 - $15,000
$201 - $1,000
2.3
Fidelity Advisor Real Estate Fund Class 1
$1,001 - $15,000
$201 - $1,000
2.4
The Growth Funds of America Class F-1
$50,001 - $100,000
$201 - $1,000
2.5
Goldman Sachs Emerging Markets Debt Fund
$1,001 - $15,000
$201 - $1,000
2.6
JP Morgan Emerging Markets Equity Fund
$15,001 - $50,000
$201 - $1,000
2.7
MFS Value Fund Class 1
$50,001 - $100,000
$201 - $1,000
2.8
Pimco Total Return Class A
$15,001 - $50,000
$201 - $1,000

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank Account #1 (Cash Accounts)
$15,001 - $50,000
None (or less than $201)
2
U.S. bank Account #2 (Cash Accounts)
$250,001 - $500,000
Interest
$1,001 - $2,500
3
Metropolitan Life Insurance Co., Johnstown. PA (Whole Life Policy)
$15,001 - $50,000
Dividends
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
HSBC Bank, NY, NY
$100,001 - $250,000
2012

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
3
1
Administered by Prudential Financial.
3
2
Per the plan, entitled to 70% of my final compensation after completing 30 years of service.

Do you have information about Juan Mattos that is missing from this database?

Drop us a line at info@insidebidensbasement.org.

We want your help. If you have any additional information about an appointee that is or isn’t in our database, or any corrections, let us know via email at info@insidebidensbasement.org .

© 2024 Biden's Basement. All rights reserved