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James J. Sullivan

Occupational Safety and Health Review Commission (joined: Aug. 3, 2017)

Commission Member | Financial Disclosure »

Former Positions Outside Government

See more financial disclosure details ⬇

Employment Assets

Description Value Income
IRA No.1 - Vanguard Growth Index Fund $15,001 - $50,000 None (or less than $201)
Buchanan Ingersoll & Rooney PC Restated 2013 Cash Balance Pension Plan $50,001 - $100,000 $1,001 - $2,500
Buchanan, Ingersoll & Rooney capital account $100,001 - $250,000 None (or less than $201)
Buchanan Ingersoll & Rooney $298,543
IRA No.2
First Trust Dorsey Wright Focus 5 ETF $1,001 - $15,000 None (or less than $201)
iShares MSCI World $1,001 - $15,000 $201 - $1,000
U. S. Sweep Program (cash) $1,001 - $15,000 None (or less than $201)
Buchanan Ingersoll & Rooney PC 401(k) plan
American Century Investments 2025 One Choice Portfolio Institutional Class $1,000,001 - $5,000,000 None (or less than $201)
Buchanan Ingersoll & Rooney, anticipated shareholder distribution $1,001 - $15,000 None (or less than $201)
Buchanan Ingersoll & Rooney PC, 2006 Cash Balance Pension Plan None (or less than $1,001) $124,313

Other Income/Assets

Description Value Income
Visa Inc. Class A Common Stock $1,001 - $15,000 None (or less than $201)
U S bank Acct. No. 1 (Cash) $1,001 - $15,000 None (or less than $201)
US bank Acct. No.2 (Cash) $1,001 - $15,000 None (or less than $201)
Irrevocable Family Trust
Security Life of Denver, variable universal life insurance policy, guaranteed interest account $1,001 - $15,000 None (or less than $201)

Employment Agreements and Arrangements

Employer or Party City, State Status and Terms Date
Buchanan Ingersoll & Rooney PC, 2006 Cash Balance Pension Plan Pittsburgh, Pennsylvania I received a lump sum payout of my 2006 cash balance pension plan which was terminated in 2016. July 16, 2006
Buchanan Ingersoll & Rooney, anticipated shareholder distribution Pittsburgh, Pennsylvania Pursuant to the Shareholder Agreement, I will receive my final shareholder distribution from the firm based on the value of the my shareholder interests for services performed in 2017 through the date of my withdrawal. Jan. 16, 2017
Buchanan Ingersoll & Rooney PC Restated 2013 Cash Balance Pension Plan Pittsburgh, Pennsylvania I will continue to participate in the cash balance pension plan. The plan sponsor will not make further contributions after my separation. This account will be rolled over into the Buchanan Ingersoll and Rooney 401(k) plan. July 16, 2006
Buchanan, Ingersoll & Rooney capital account Pittsburgh, Pennsylvania Pursuant to the shareholder agreement, following my withdrawal from the firm, I will receive a refund of my capital account. The amount will be calculated as of the date of my withdrawal. The refund will be paid in three annual installments over a three-year period starting in 2017 July 16, 2006
Buchanan Ingersoll & Rooney 401(k) Pittsburgh, Pennsylvania I will continue to participate in this 401(k) plan. The firm will not make further contributions. July 16, 2006

Liabilities

Creditor Name Creditor Type Amount Rate Year Incurred
PNC Bank Mortgage on Personal Residence $500,001 - $1,000,000 3.49 2012
PNC Bank Exercised Line of Credit $15,001 - $50,000 variable 2012

Spouse's Employment Assets

Description Value Income Type Income Amount
IRA No. 1
RBC US Govt Money Market Fund $1,001 - $15,000 None (or less than $201)
ALPS Sector Dividend DOGS ETF $15,001 - $50,000 $201 - $1,000
TEKLA World Healthcare Fund $1,001 - $15,000 $1,001 - $2,500
Wisdomtree Trust small cap dividend fund ETF $15,001 - $50,000 $1,001 - $2,500
Vanguard FTSE Emerging Markets ETF $1,001 - $15,000 None (or less than $201)
Wisdomtree TR Europe Hedged Equity Fund $1,001 - $15,000 $201 - $1,000
American Airlines/USAIR, defined benefit plan (value not readily ascertainable) None (or less than $201)
IRA No.2
VRTS Strategic Growth Fund A $1,001 - $15,000 None (or less than $201)

Do you know something about James J. Sullivan? Send us an email at [email protected] or send a Signal message to 347-244-2134.

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