Patricia Lee
Estimated Net Worth
- $744 K - $1.8 M
Salary
- Unknown
Records
Financial Disclosure Details - OGE Form 278e (05/25/2023)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Battelle Savannah River Alliance, LLC | Aiken, South Carolina | Manager | Present |
2 | Savannah River Nuclear Solutions, LLC | Aiken, South Carolina | Manager | 6/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | Battelle Savannah River Alliance, LLC | Salary and Bonus | $247,848 | |
2 | Battelle Savannah River Alliance, defined benefit plan (value not readily ascertainable) eligible for 3,766 per month at age 65 | None (or less than $201) | ||
3 | Battelle Savannah River Alliance, Defined Contribution Plan | |||
3.1 | Stable Value Fund - Managed by Galliard | $250,001 - $500,000 | None (or less than $201) | |
3.2 | BlackRock S&P 500 Index Fund | $100,001 - $250,000 | None (or less than $201) | |
3.3 | BlackRock U.S. Debt Index Fund | $15,001 - $50,000 | None (or less than $201) | |
3.4 | EARNEST Partners Smid Cap Core Founders Class | $15,001 - $50,000 | None (or less than $201) | |
3.5 | Vanguard Real Estate Index Institutional | $15,001 - $50,000 | None (or less than $201) | |
3.6 | BlackRock Russell 2500 Index Fund | $50,001 - $100,000 | None (or less than $201) | |
3.7 | Blackrock MSCI ACWI ex-US IMI Index Fund | $50,001 - $100,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Battelle Savannah River Alliance, LLC | Aiken, South Carolina | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 3/2000 |
2 | Battelle Savannah River Alliance, LLC | Aiken, South Carolina | I will continue to participate in this defined benefit plan. | 3/2000 |
3 | Battelle Savannah River Alliance, LLC | Aiken, South Carolina | I am eligible to continue participation in the Battelle Savannah River Alliance, LLC health and life Insurance programs. | 3/2000 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
1 | Battelle Savannah River Alliance, LLC | Aiken, South Carolina | Research and Development Manager of computational and engineering staff. Portfolio manager for computational resources. |
2 | Savannah River Nuclear Solutions, LLC | Aiken, South Carolina | Research and Development Manager of computational and engineering staff. Intergovernmental personnel act appointments. |
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. Bank Money Market Savings (Cash) | $50,001 - $100,000 | None (or less than $201) | |
2 | U.S. Bank Checking Account (Cash) | $15,001 - $50,000 | None (or less than $201) | |
3 | U.S. Bank Cash Account | $100,001 - $250,000 | Interest | $201 - $1,000 |
4 | U.S. Bank Cash Account | $1,001 - $15,000 | None (or less than $201) | |
5 | Midland National - Whole Life | $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 | Wells Fargo Bank | $100,001 - $250,000 | 2020 | 15 Years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
1 | 1 | Transitioned to new contractor on June 21, 2021. |
1 | 2 | Transitioned to BSRA on June 21, 2021. |
2 | 1 | Through May 2023. Includes 9/2022 $250 spot award. |
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