Melanie Egorin
Assistant Secretary for Legislation
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $2.0 M - $4.6 M
Salary
  • salary
    Unknown
Employment
  • Started 09/30/2021

Financial Disclosure Details - OGE Form 278e (05/12/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Baltimore, Maryland
Co-Trustee
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
State of California, 457(b) plan
1.1
Savings Plus Program Mid Cap Fund, Pre-Tax
$1,001 - $15,000
None (or less than $201)
1.2
Savings Plus Program Large Cap Fund, Pre- Tax
$1,001 - $15,000
None (or less than $201)
1.3
Savings Plus Program Large Cap Index Fund, Pre-Tax
$1,001 - $15,000
None (or less than $201)
2
Rollover IRA
2.1
T. Rowe Price Retirement 2040 Fund - Investor Class (TRRDX)
$1,001 - $15,000
None (or less than $201)
3
Association of American Universities, 403(b) tax-deferred annuity plan
3.1
CREF Stock Account Fund - Class R1 (QCSTRX)
$1,001 - $15,000
None (or less than $201)
3.2
CREF Growth Account Fund - Class R1 (QCGRRX)
$1,001 - $15,000
None (or less than $201)
3.3
CREF Global Equities Account Fund - Class R1 (QCGLRX)
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Sacramento, California
I retain this defined contribution plan. The plan sponsor no longer makes contributions.
7/1996
2
Washington, District of Columbia
I retain this defined contribution plan. The plan sponsor no longer makes contributions.
10/2002
3
Washington, District of Columbia
I retain this defined contribution plan. The plan sponsor no longer makes contributions.
10/2002

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
Business Integra Technology Solutions, Inc. (information technology services & solutions)
Salary
2
Business Integra Technology Solutions, Inc., 401(k) plan
2.1
Principal LifeTime Hybrid 2040 Fund CIT
$100,001 - $250,000
None (or less than $201)
3
Rollover IRA
3.1
American Funds AMCAP Fund - Class A (AMCPX)
$15,001 - $50,000
None (or less than $201)
3.2
American Funds Capital Income Builder Fund - Class A (CAIBX)
$15,001 - $50,000
None (or less than $201)
3.3
American Funds Capital World Growth and Income Fund - Class A (CWGIX)
$15,001 - $50,000
None (or less than $201)
3.4
American Funds Growth Fund of America - Class A (AGTHX)
$15,001 - $50,000
None (or less than $201)
3.5
American Funds New World Fund - Class A (NEWFX)
$1,001 - $15,000
None (or less than $201)
3.6
American Funds SMALLCAP World Fund - Class A (SMCWX)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. bank #1 (cash)
$100,001 - $250,000
Interest
$201 - $1,000
2
U.S. bank #2 (cash)
$1,001 - $15,000
None (or less than $201)
3
U.S. brokerage account #1
3.1
Fidelity Government Money Market Fund Capital Reserves Class (FZAXX)
None (or less than $1,001)
None (or less than $201)
3.2
American Funds Capital World Growth and Income Fund - Class A (CWGIX)
$1,001 - $15,000
None (or less than $201)
3.3
American Funds New Perspective Fund - Class A (ANWPX)
$15,001 - $50,000
None (or less than $201)
4
U.S. brokerage account #2
4.1
T. Rowe Price Growth Stock Fund - ICL (PRUFX)
$50,001 - $100,000
$1,001 - $2,500
5
Janus Henderson Research Fund - Class D (JNRFX)
$1,001 - $15,000
None (or less than $201)
6
U.S. bank #3 (cash)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
The Merrill J. Egorin Revocable Trust
$500,001 - $1,000,000
2022
20 years
2
Redwood Residential Acquisition Corporation (servicer: Shellpoint Mortgage Servicing)
$500,001 - $1,000,000
2017
30 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
1
Congressional Hispanic Caucus Institute (CHCI)
Washington, District of Columbia
Attendance for the Congressional Hispanic Caucus Institute (CHCI) 45th Annual Awards Gala
$600
2
Sandy Hook Promise
Washington, District of Columbia
Attendance for the Promise Champions Gala
$1000

Endnotes

Section
#
Description
6
3.1
Asset is below reporting thresholds. Filer voluntarily reports it.
6
4.1
A non-tax conversion of TRP Growth Stock (PRGFX) to TRP Growth Stock I CL (PRUFX) occurred in March 2022.
6
7
Values reported represent filer's 1/2 future interest in the trust.
8
1
We refinanced our mortgage in January 2022.

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