Rachel Leland Levine
Assistant Secretary for Health
Estimated Net Worth
  • estimated net worth
    $939 K - $2.3 M
Salary
  • salary
    Unknown
Employment
  • Started 03/24/2021

Financial Disclosure Details - OGE Form 278e (05/11/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Hershey, Pennsylvania
Professor of Pediatrics and Psychiatry
3/2021
2
Harrisburg, Pennsylvania
Secretary of Health
1/2021
3
Washington, District of Columbia
President
1/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Pennsylvania Department of Health
Salary
$5,672
2
Penn State Health 401(k) Savings Plan #1, 401(k) plan
2.1
T. Rowe Price Retirement 2020 Trust - Class B
$250,001 - $500,000
None (or less than $201)
3
Penn State Health Tax Sheltered Annuity Program #1, 403(b) plan
3.1
T. Rowe Price Retirement I 2020 - Class I
$100,001 - $250,000
None (or less than $201)
4
Penn State University Alternate Retirement Plan, 403(b) plan
4.1
CREF Stock Account Fund - Class R3 (QCSTIX)
$15,001 - $50,000
None (or less than $201)
4.2
CREF Social Choice Account Fund - Class R3 (QCSCIX)
$15,001 - $50,000
None (or less than $201)
5
Penn State University Tax Deferred Annuity Plan, 403(b) plan
5.1
CREF Stock Account Fund - Class R3 (QCSTIX)
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Hershey, Pennsylvania
I retain these defined contribution plans. The plan sponsor does not make contributions since my separation from this entity.
7/1996
2
Hershey, Pennsylvania
I retain these defined contribution plans. The plan sponsor does not make contributions since my separation from this entity.
7/1996
3
Hershey, Pennsylvania
I retain this defined contribution plan. The plan sponsor does not make contributions since my separation from this entity.
7/1996
4
Hershey, Pennsylvania
I retain this defined contribution plan. The plan sponsor does not make contributions since my separation from this entity.
7/1996
5
Harrisburg, Pennsylvania
I no longer retain this defined benefit plan.
1/2015
6
Harrisburg, Pennsylvania
I retain this defined contribution plan. The plan sponsor does not make contributions since my separation from this entity.
9/1993
7
Hershey, Pennsylvania
I am currently on a leave of absence.
1/2015

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
Nothing reported in this section

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. Brokerage Account
1.1
American Funds Growth Fund of America - Class A (AGTHX)
$50,001 - $100,000
$2,501 - $5,000
1.2
JPMorgan Value Advantage Fund - Class A (JVAAX)
$15,001 - $50,000
$5,001 - $15,000
1.3
CWMBS, Inc., SER 2004-4 - Class A4 (due 5/25/2034) (CUSIP: 12669FRF2)
$1,001 - $15,000
None (or less than $201)
2
U.S. bank (cash)
$50,001 - $100,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
1
Penn State Health Tax Sheltered Annuity Program #2, 403(b) plan: CREF Money Market Account Fund - Class R2 (QCMMPX)
Sale
06/30/2021
$1,001 - $15,000
2
Penn State Health Tax Sheltered Annuity Program #2, 403(b) plan: CREF Stock Account Fund - Class R2 (QCSTPX)
Purchase
06/30/2021
$1,001 - $15,000
3
Penn State Health Tax Sheltered Annuity Program #2, 403(b) plan: CREF Stock Account Fund - Class R2 (QCSTPX)
Purchase
07/06/2021
$15,001 - $50,000
4
Penn State Health Tax Sheltered Annuity Program #2, 403(b) plan: CREF Bond Market Account Fund - Class R2 (QCBMPX)
Purchase
07/06/2021
$15,001 - $50,000
5
Penn State Health Tax Sheltered Annuity Program #2, 403(b) plan: CREF Money Market Account Fund - Class R2 (QCMMPX)
Purchase
07/06/2021
$15,001 - $50,000
6
Penn State Health Tax Sheltered Annuity Program #2, 403(b) plan: CREF Social Choice Account Fund - Class R2 (QCSCPX)
Purchase
07/06/2021
$15,001 - $50,000
7
U.S. Brokerage Account: JPMorgan Value Advantage Fund - Class A (JVAAX)
Purchase
12/14/2021
$1,001 - $15,000
8
U.S. Brokerage Account: American Funds Growth Fund of America - Class C (AGTHX)
Purchase
12/20/2021
$1,001 - $15,000

Liabilities

#
Creditor
Amount
Incurred
Term
1
Colonial
$100,001 - $250,000
2013
30 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
1
1
This was an unpaid academic position.
2
1
Salary received in 2021.
2
10
The proceeds from the filer's Pennsylvania State Employees' Retirement System defined benefit plan were rolled over into this plan.
2
10.2
The name changed to the CREF Core Bond Account in 2022.
6
1.1
A share class conversion from Class C to Class A occurred in August 2021.
6
1.2
A share class conversion from Class C to Class A occurred in August 2021.
7
4
The name changed to the CREF Core Bond Account in 2022.

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