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LOBBYING REPORT |
Lobbying Disclosure Act of 1995 (Section 5) - All Filers Are Required to Complete This Page
2. Address
Address1 | 901 F STREET, NW |
Address2 | SUITE 550 |
City | WASHINGTON |
State | DC |
Zip Code | 20004 |
Country | USA |
3. Principal place of business (if different than line 2)
City | Philadelphia |
State | PA |
Zip Code | 19106 |
Country | USA |
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5. Senate ID# 51445-12
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6. House ID# 347690000
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TYPE OF REPORT | 8. Year | 2008 |
Q1 (1/1 - 3/31) | Q2 (4/1 - 6/30) | Q3 (7/1 - 9/30) | Q4 (10/1 - 12/31) |
9. Check if this filing amends a previously filed version of this report
10. Check if this is a Termination Report | Termination Date | |
11. No Lobbying Issue Activity |
INCOME OR EXPENSES - YOU MUST complete either Line 12 or Line 13 | |||||||||
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12. Lobbying | 13. Organizations | ||||||||
INCOME relating to lobbying activities for this reporting period was: | EXPENSE relating to lobbying activities for this reporting period were: | ||||||||
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Provide a good faith estimate, rounded to the nearest $10,000, of all lobbying related income for the client (including all payments to the registrant by any other entity for lobbying activities on behalf of the client). | 14. REPORTING Check box to indicate expense accounting method. See instructions for description of options. | ||||||||
Method A.
Reporting amounts using LDA definitions only
Method B. Reporting amounts under section 6033(b)(8) of the Internal Revenue Code Method C. Reporting amounts under section 162(e) of the Internal Revenue Code |
Signature | Digitally Signed By: Patricia A. Henry, Executive Vice President, Government and Industry Affairs |
Date | 01/16/2009 |
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code INS
16. Specific lobbying issues
Optional Federal Charter for insurers: National Insurance Act of 2007 - S. 40, HR 3200
Office of Insurance Information in the US Department of Treasury: Insurance Information Act of 2008 - HR 5840
Surplus lines: Nonadmitted and Reinsurance Reform Act - HR 1065, S. 929
McCarran-Ferguson repeal: Insurance Industry Competition Act of 2007 - S. 618, HR 1081
Reinsurance International Solvency Standards Evaluation Board Act of 2008 - HR 6213
National Association of Registered Agents and Brokers Reform Act of 2008 - HR 5611
Issues related to using credit in personal lines of insurance - HR 5633, HR 6062
Federal Crop Insurance Program
National Flood Insurance Program: Flood Insurance Reform and Modernization Act of 2007 - HR 1682, HR 3121, S. 2284; Multiple Peril Insurance Act of 2007 - HR 920; Flood Insurance Choice Act of 2007 - S. 1890
Medicare Secondary Payer and Workers' Compensation Reform - HR 2549
Issues related to insurance and natural catastrophes - Commission on Catastrophic Disaster Risk and Insurance Act of 2007 - HR 537, S. 292; Homeowners' Protection Act of 2007 - S. 928; Homeowners' Insurance Protection Act of 2007 - HR 91; Homeowners' Insurance Availability Act of 2007 - HR 330; Policyholder Disaster Protection Act of 2007 (tax-deferred catastrophic reserves) - S. 926, HR 164
False Claims Act Correction Act of 2007 - S. 2041, HR 4854
Increasing Insurance Coverage Options for Consumers Act of 2008 - HR 5792
Taxation of Reinsurance Transactions: HR 6969
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Treasury - Dept of
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Patricia |
Henry |
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Karen |
Valanzano |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
ACE Limited - Reform insurance regulatory environment
ACE Limited - Tax changes affecting/disadvantaging foreign subsidiaries
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code TAX
16. Specific lobbying issues
International taxation: S. 1006; HR 1672; S. 96; S. 681
Taxation on insurance companies; taxation of reinsurance transactions: HR 6969
Tax-deferred catastrophic reserves: Policyholder Disaster Protection Act of 2007 - S. 926, HR 164
Offshore Deferred Compensation Reform Act of 2007 - S. 2199
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Treasury - Dept of
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Patricia |
Henry |
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Karen |
Valanzano |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
ACE Limited - Tax changes affecting/disadvantaging foreign subsidiaries
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code TRD
16. Specific lobbying issues
U.S.-Colombia Free Trade Agreement (FTA); South Korea FTA; Panama FTA
China: Strategic Economic Dialogue, Joint Commission on Commerce and Trade, Joint Economic Commission
China Currency Bills: HR 1002; Currency Reform and Financial Markets Access Act - S. 1677; Currency Exchange Rate Oversight Reform Act - S. 1607, HR 2942; Fair Currency Act of 2007 - S. 796, HR 782; China Churrency Manipulation Act of 2008 - S. 2813
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, U.S. Trade Representative (USTR), White House Office, Treasury - Dept of, Commerce - Dept of (DOC)
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Paul |
Neureiter |
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Karen |
Valanzano |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
ACE Limited - International commerce; expand free trade
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code AGR
16. Specific lobbying issues
Federal Crop Insurance Program
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Patricia |
Henry |
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Karen |
Valanzano |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code TOR
16. Specific lobbying issues
Litigation issues: Arbitration Fairness Act - S. 1782, HR 3010; Sunshine in Litigation Act of 2007 - S. 2449; Sunshine in Litigation Act of 2008 - HR 5884
False Claims Act Correction Act of 2007 - S. 2041, HR 4854
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Patricia |
Henry |
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Karen |
Valanzano |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code GOV
16. Specific lobbying issues
Closing the Foreign Lobbying Loophole Act - S. 3123
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE,
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Patricia |
Henry |
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Karen |
Valanzano |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
ACE Limited - Issues impacting US subsidiaries of foreign companies
LOBBYING ACTIVITY. Select as many codes as necessary to reflect the general issue areas in which the registrant engaged in lobbying on behalf of the client during the reporting period. Using a separate page for each code, provide information as requested. Add additional page(s) as needed.
15. General issue area code FIN
16. Specific lobbying issues
Emergency Economic Stabilization Act of 2008 - HR 1424, HR 3997
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE
18. Name of each individual who acted as a lobbyist in this issue area
First Name | Last Name | Suffix | Covered Official Position (if applicable) | New |
Patricia |
Henry |
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Karen |
Valanzano |
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Paul |
Neureiter |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
Information Update Page - Complete ONLY where registration information has changed.
20. Client new address
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21. Client new principal place of business (if different than line 20)
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22. New General description of client’s business or activities
LOBBYIST UPDATE
23. Name of each previously reported individual who is no longer expected to act as a lobbyist for the client
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ISSUE UPDATE
24. General lobbying issue that no longer pertains
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AFFILIATED ORGANIZATIONS
25. Add the following affiliated organization(s)
Internet Address:
Name | Address |
Principal Place of Business (city and state or country) |
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26. Name of each previously reported organization that is no longer affiliated with the registrant or client
1 | 2 | 3 |
FOREIGN ENTITIES
27. Add the following foreign entities:
Name | Address |
Principal place of business (city and state or country) |
Amount of contribution for lobbying activities | Ownership percentage in client | ||||||||||
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% |
28. Name of each previously reported foreign entity that no longer owns, or controls, or is affiliated with the registrant, client or affiliated organization
1 | 3 | 5 |
2 | 4 | 6 |