Page 68 - MayDefComp
P. 68
Plan Subscriber Payee Name Post Date Payee Type Gross Amount of 03/31/2022
Number Number Distribution Account Balance
1 1 UBS Financial Services 03/02/2022 IRA Rollover $29,626.89 $0.00
1 1 Vanguard 01/20/2022 IRA Rollover $380,890.70 $0.00
1 1 Vanguard 02/02/2022 IRA Rollover $3,309.76 $0.00
1 1 Voya Institutional Trust Co 02/14/2022 IRA Rollover $45,859.39 $0.00
1 1 Voya Institutional Trust Co 02/01/2022 IRA Rollover $766.93 $0.00
1 1 Voya Institutional Trust Comp 03/01/2022 IRA Rollover $6,442.79 $0.00
1 1 Voya Institutional Trust Comp 03/01/2022 Roth IRA Rollover $6,406.82 $0.00
1 1 Wells Fargo Advisors 01/06/2022 IRA Rollover $104,302.12 $0.00
Subtotal Rollover Out to Other (44 transactions) $4,492,081.48
Total Rollover Out $4,582,973.80
