Erin Richardson
Chief Of Staff, Centers For Medicare And Medicaid Services
Observations
- Millionaire
Estimated Net Worth
- $3.7 M - $7.1 M
Salary
- Unknown
Employment
- Started 06/14/2021
Financial Disclosure Details - OGE Form 278e (05/09/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Trustee | Present | |
2 | 1331 Condominium Association | Washington, District of Columbia | President | Present |
3 | Federation of American Hospitals | Washington, District of Columbia | Senior Vice President, Government Affairs and Counsel | 6/2021 |
4 | David A. Winston Health Policy Fellowship | Washington, District of Columbia | Director | 6/2021 |
5 | Charleston, West Virginia | Trustee | 6/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Federation of American Hospitals (trade association for tax-paying hospitals & health care systems) | Salary | $200,140 | |
2 | Federation of American Hospitals, 457(b) plan, no remaining assets | Cash Distribution | $7,379 | |
3 | Association of University Programs in Health Administration, 403(b) plan | |||
3.1 | TIAA Traditional | $1,001 - $15,000 | None (or less than $201) | |
4 | Filer's IRA #1 (Roth) | |||
4.1 | Federated Hermes Kaufmann Small Cap Fund, Institutional Shares (FKAIX) | $1,001 - $15,000 | None (or less than $201) | |
4.2 | First Trust NASDAQ Technology Dividend Index Fund (TDIV) | $1,001 - $15,000 | None (or less than $201) | |
5 | Filer's IRA #2 (Traditional) | |||
5.1 | Lazard International Strategic Equity Portfolio - Institutional Shares (LISIX) | $15,001 - $50,000 | None (or less than $201) | |
5.2 | Mirae Asset Emerging Markets Great Consumer Fund - Class A (MECGX) | $15,001 - $50,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Federation of American Hospitals | Washington, District of Columbia | I no longer retain this 401(k) plan. | 2/2017 |
2 | Federation of American Hospitals | Washington, District of Columbia | I no longer retain this 457(b) plan. | 7/2020 |
3 | Federation of American Hospitals | Washington, District of Columbia | I received a final paycheck after resigning due to this former employer's payment cycle, including salary and accrued vacation. | 2/2017 |
4 | Federation of American Hospitals | Washington, District of Columbia | As is standard for all departing employees at my former employer, I remained enrolled in my previous employer's health insurance through the end of the month in which I ended my employment (i.e., on July 1, 2021, I no longer had that health insurance). | 2/2017 |
5 | Association of University Programs in Health Administration | Washington, District of Columbia | I continue to retain this 403(b) plan. The plan sponsor no longer makes contributions. | 6/2010 |
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 | PricewaterhouseCoopers LLP, d/b/a PwC (consulting & accounting services) | Partnership Share | ||
2 | PricewaterhouseCoopers LLP | Bonus | ||
3 | PricewaterhouseCoopers LLP | Wellness Allowance | ||
4 | PricewaterhouseCoopers LLP | Interest Dividends Capital Gains | $5,001 - $15,000 | |
5 | PricewaterhouseCoopers LLP, deposit capital account (cash) | $100,001 - $250,000 | Interest | $5,001 - $15,000 |
6 | PricewaterhouseCoopers LLP accrual capital account - deferred compensation (cash) | $100,001 - $250,000 | Interest | $5,001 - $15,000 |
7 | PricewaterhouseCoopers LLP, Partner Deposit Program account (cash) | Over $1,000,000 | Interest | $50,001 - $100,000 |
8 | PricewaterhouseCoopers LLP, Partner Retirement Plan (defined benefit plan) (value not readily ascertainable) | None (or less than $201) | ||
9 | PricewaterhouseCoopers LLP, Retirement Accumulation Plan for Partners (cash balance pension plan) | $250,001 - $500,000 | None (or less than $201) | |
10 | PricewaterhouseCoopers LLP, 401(k) Savings Plan |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Brokerage account | |||
1.1 | U.S. brokerage account (cash) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Buffalo Early Stage Growth Fund - Investor Class (BUFOX) | $50,001 - $100,000 | $5,001 - $15,000 | |
1.3 | Calamos Evolving World Growth Fund - Class A (CNWGX) | $50,001 - $100,000 | $201 - $1,000 | |
1.4 | Matthew 25 Fund (MXXVX) | $50,001 - $100,000 | $5,001 - $15,000 | |
1.5 | Pax Ellevate Global Women's Leadership Fund - Institutional Class (PXWIX) | $15,001 - $50,000 | $201 - $1,000 | |
1.6 | Pax Sustainable Allocation Fund - Institutional Class (PAXIX) | $15,001 - $50,000 | $1,001 - $2,500 | |
1.7 | First Trust Rising Dividend Achievers ETF (RDVY) | $100,001 - $250,000 | $1,001 - $2,500 | |
2 | U.S. bank #1 (cash) | $100,001 - $250,000 | Interest | $201 - $1,000 |
3 | U.S. bank #2 (cash) | $50,001 - $100,000 | Interest | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | Brokerage account: Eventide Healthcare & Life Sciences Fund Class I Shares (ETIHX) | Sale | 07/14/2021 | $15,001 - $50,000 |
2 | Brokerage account: Fidelity MSCI Materials Index ETF (FMAT) | Sale | 07/15/2021 | $50,001 - $100,000 |
3 | Brokerage account: Fidelity MSCI Industrials Index ETF (FIDU) | Sale | 07/15/2021 | $50,001 - $100,000 |
4 | Brokerage account: First Trust Rising Dividend Achievers ETF (RDVY) | Purchase | 07/15/2021 | $100,001 - $250,000 |
5 | Brokerage account: Pax EllevateGlobal Women's Leadership Fund Institutional Class Shares (PXWIX) | Purchase | 08/24/2021 | $1,001 - $15,000 |
6 | Brokerage account: Pax Sustainable Allocation Fund Institutional Class Shares (PAXIX) | Purchase | 08/24/2021 | $1,001 - $15,000 |
7 | Filer's IRA #1 (Roth): First Trust NASDAQ Technology Dividend Index Fund (TDIV) | Purchase | 07/15/2021 | $1,001 - $15,000 |
8 | Filer's IRA #2 (Traditional): First Trust NASDAQ Technology Dividend Index Fund (TDIV) | Purchase | 07/15/2021 | $50,001 - $100,000 |
9 | Filer's IRA #2 (Traditional): Parnassus Endeavor Fund Investor Class Shares (PARWX) | Sale | 09/30/2021 | $50,001 - $100,000 |
10 | Filer's IRA #2 (Traditional): Parnassus Mid Cap Fund Investor Class Shares (PARMX) | Sale | 09/30/2021 | $15,001 - $50,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | PricewaterhouseCoopers, LLP | $100,001 - $250,000 | 2015 | 10 years |
2 | JPMorgan Chase Bank, N.A. | $15,001 - $50,000 | 2021 | Revolving |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
7 | 17 | Rolled over 401(k). |
7 | 18 | Rolled over 401(k). |
7 | 19 | Rolled over 401(k). |
7 | 34 | Monthly. |
7 | 35 | Monthly. |
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