Staci Monreal
Senior Advisor
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $1.5 M - $3.2 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (06/27/2022)

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
California State Teachers Retirement System, defined benefit plan (value not readily ascertainable)
Retirement Payments (monthly)
$13,000
2
San Diego Unified School District
Severance
$15,000
3
San Diego Unified School District, 403(b) plan
3.1
Fidelity Asset Manager 60% Fund (FSANX)
$1,001 - $15,000
None (or less than $201)
3.2
Fidelity Balanced Fund (FBALX)
$50,001 - $100,000
None (or less than $201)
3.3
Fidelity High Income Fund (SPHIX)
$15,001 - $50,000
None (or less than $201)
3.4
Fidelity Intermediate Bond Fund (FTHRX)
$15,001 - $50,000
None (or less than $201)
3.5
Fidelity Advisor Strategic Income Fund (FADMX)
$50,001 - $100,000
None (or less than $201)
3.6
Fidelity Total Bond Fund (FTBFX)
$50,001 - $100,000
None (or less than $201)
3.7
Fidelity Total Market Index Fund (FSKAX)
$50,001 - $100,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Sacramento, California
I will continue to participate in this defined benefit plan.
9/1989
2
San Diego, California
Retirement incentive offered by the school district to all retiring employees where I will receive a $7500 severance payment deposited into a health savings account twice per year on January 1 and July 1 through the end of 2025.
10/2020
3
San Diego, California
I will continue to participate in this 403(b) defined contribution plan. The plan sponsor no longer makers contributions to this 403(b) defined contribution plan.
9/1989
4
San Diego, California
I will continue to participate in this 457 deferred compensation plan. The plan sponsor no longer makes contributions to this 457 deferred compensation plan.
9/1989

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
Southern California UFCW Trust Pension, defined benefit plan (value not readily ascertainable)
Retirement Payments

Other Assets and Income

#
Description
Value
Type
Amount
1
Residential real estate, San Diego, CA
$1,001 - $15,000
Rent or Royalties
$1,001 - $2,500
2
Principal IRA #1
2.1
Principal Strategic Asset Management Flexible Income Fund Class A (SAUPX)
$50,001 - $100,000
None (or less than $201)
3
Principal IRA #2
3.1
Principal Strategic Asset Management Flexible Income Fund Class A (SAUPX)
$500,001 - $1,000,000
None (or less than $201)
4
Virginia College America 529 Savings Plan
4.1
American Funds Growth Portfolio Class 529-A (CGPAX)
$1,001 - $15,000
None (or less than $201)
4.2
American Funds Growth Portfolio Class 529-C (CGPCX)
$1,001 - $15,000
None (or less than $201)
5
Great American Life ins Co., fixed annuity
$15,001 - $50,000
None (or less than $201)
6
U.S. bank #1 (cash)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Healthpeak Properties, Inc. (HCP)
Sale
06/14/2021
$15,001 - $50,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Bank of America
$15,001 - $50,000
2021
revolving
2
Aimloan.com
$100,001 - $250,000
2021
30 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
Nothing reported in this section

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