Janice Hoffman
Associate General Counsel, Centers For Medicaid And Medicare Services
Observations
- Millionaire
Estimated Net Worth
- $1.0 M - $2.5 M
Salary
- Unknown
Financial Disclosure Details - OGE Form 278e (08/01/2023)
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 | Prudential Premier Retirement B Series Annuity (IRA) | |||
1.1 | AST Capital Growth Asset Allocation | $15,001 - $50,000 | None (or less than $201) | |
1.2 | AST Advanced Strategies Portfolio | $15,001 - $50,000 | None (or less than $201) | |
1.3 | AST T. Rowe Price Asset Allocation | $50,001 - $100,000 | None (or less than $201) | |
1.4 | AST Preservation Asset Allocation | $15,001 - $50,000 | None (or less than $201) | |
1.5 | AST BALANCED ASSET ALLOCATION PORTFOLIO AST BALANCED ASSET ALLOCATION PORTFOLIO | $15,001 - $50,000 | None (or less than $201) | |
2 | T. Rowe Price Retirement 2025 | $15,001 - $50,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 | Ciena Corp. | Salary | ||
2 | Ciena 401(k) Plan (indep. managed by Charles Schwab) | |||
2.1 | Metropolitan West Total Return Bond | $100,001 - $250,000 | None (or less than $201) | |
3 | Prudential Premier Retirement Series B (IRA) | |||
3.1 | AST Preservation Asset Allocation | $50,001 - $100,000 | None (or less than $201) | |
3.2 | AST Capital Growth Asset Allocation | $50,001 - $100,000 | None (or less than $201) | |
3.3 | AST T. Rowe Price Asset Allocation | $100,001 - $250,000 | None (or less than $201) | |
3.4 | AST Advanced Strategies Portfolio | $100,001 - $250,000 | None (or less than $201) | |
3.5 | AST Alliance GI World Trends Portfolio | $50,001 - $100,000 | None (or less than $201) | |
3.6 | AST Balanced Asset Allocation | $50,001 - $100,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | IBM Common | $1,001 - $15,000 | Dividends | $201 - $1,000 |
2 | AT&T Common | $1,001 - $15,000 | Dividends | $201 - $1,000 |
3 | General Electric Co. Common | None (or less than $1,001) | None (or less than $201) | |
4 | New Perspective Fund Class A | $15,001 - $50,000 | $201 - $1,000 | |
5 | Putnam Premier Income Trust Shares | $1,001 - $15,000 | $1,001 - $2,500 | |
6 | AmericanSmall-Cap World Fund Class A | $15,001 - $50,000 | $201 - $1,000 | |
7 | U.S. bank account #1 (cash account) | $1,001 - $15,000 | None (or less than $201) | |
8 | U.S. Credit Union #1 (cash account) | $50,001 - $100,000 | Interest | None (or less than $201) |
9 | U.S. Credit Union #2 (cash account) | $50,001 - $100,000 | Interest | $201 - $1,000 |
10 | U.S Bank Account #2 (cash account) | $15,001 - $50,000 | Interest |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | U.S. Treasury Savings Bond I Series | Purchase | 05/16/2022 | $1,001 - $15,000 |
2 | U.S. Treasury Savings Bond I Series | Purchase | 05/16/2022 | $1,001 - $15,000 |
3 | U.S. Credit Union 3 Money Market Certificate | Purchase | 11/26/2022 | $100,001 - $250,000 |
4 | Charles Schwab Brokerage Account | Purchase | 02/25/2022 | $50,001 - $100,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
Nothing reported in this section | ||||
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
2 | 1.3 | AST Fidelity Institutional AM Quantitative Portfolio was reported as item 1.1 on the 2021 report, but my current records show that show that it was exchanged on 10/15/21 for T. Rowe Price Asset Allocation in the same amount |
2 | 1.5 | On 12/2/22 this was purchased by exchanging for AST Moderate Multi-Asset Portfolio. AST Moderate Multi-Asset Portfolio is the successor (name change on 6/13/2022) to AST Alliance GI World Trends Portfolio, which was reported on the 2021 form as item 1.5 in this section. |
5 | 1 | Left this position in February 2022. |
5 | 3.5 | The name of this fund changed to AST Moderate Multi-Asset Portfolio on 6/13/2022. On 12/02/2022 the entire amount held in AST Moderate Multi-Asset Portfolio was exchanged to purchase equal value in AST Balanced Asset Allocation. |
5 | 3.6 | See endnote to AST Alliance GI World Trends Portfolio. This was acquired on 12/2/2022 by exchanging AST Moderate Multi-Asset Allocation Portfolio, which was the successor to AST Alliance GI World Trends Portfolio (name change on 6/13/2022). |
5 | 5 | This is Vanguard Target Retirement 2025 Tr Sel Fund. Based on a Google search Tr. Sel. seems to stand for Trust Select. |
6 | 11 | On approximately Nov. 3, 2021, AT&T distributed to shareholders of record one share of Kyndryl common stock for every five shares of AT&T stock |
6 | 12 | This is a cash holding. We have not made investment category decisions |
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