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LOBBYING REPORT |
Lobbying Disclosure Act of 1995 (Section 5) - All Filers Are Required to Complete This Page
2. Address
Address1 | 1201 F STREET, NW |
Address2 | SUITE 250 |
City | WASHINGTON |
State | DC |
Zip Code | 20004 |
Country | USA |
3. Principal place of business (if different than line 2)
City | Schaumburg |
State | IL |
Zip Code | 61906 |
Country | USA |
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5. Senate ID# 42193-12
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6. House ID# 307150000
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TYPE OF REPORT | 8. Year | 2012 |
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: Damian Sepanik, Chief Compliance Officer |
Date | 01/22/2013 |
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
Implementation of Pub. Law No. 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act, specifically, provisions on systemic risk and FSOC composition, insurance oversight (Federal Insurance Office), conflicting Department of Labor fiduciary standards, and CFPB activities related to P/C insurance.
H.R. 2903, FEMA Reauthorization Act of 2012.
Reauthorization of the Terrorism Risk Insurance Program.
Issues related to lender placed insurance, including proposals by the CFPB.
General issues related to Super Storm Sandy, as related to property-casulaty insurance.
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 |
Thomas |
McCrocklin |
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Gregg |
Sheiowitz |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
ZURICH FINANCIAL SERVICES - interests are those of parent company.
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
Implementation of the Foreign Account Tax Compliance Act of 2009 (specifically reporting and designation requirements for insurance and content/scope of intergovernmental agreements to implement), as included and passed in the Hiring Incentive to Restore Employment (HIRE) Act.
H.R. 3157/S. 1633, and other proposals to alter tax treatment of U.S. subsidiaries of foreign parent corporations in the context of FY 2013 Administration budget provisions and debt limit discussions, including "fiscal cliff" dynamics.
Proposals to alter tax code treatment of life insurance products, specifically COLI and DRD provisions.
H.R. 3157/S. 1693, A bill to amend the Internal Revenue Code of 1986 to prevent the avoidance of tax by insurance companies through reinsurance with non-taxed affiliantes.
General discussion of tax code reform, specific to insurance.
H.R. 6296, Disaster Loan Fairness Act of 2012.
H.R. 1864/S. 3485, Mobile Workforce State Income Tax Simplification Act of 2012.
H.R. 6683, Hurricane Sandy Tax Relief Act of 2012.
H.R. 8, American Taxpayer Relief Act of 2012.
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, U.S. Trade Representative (USTR),
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 |
Thomas |
McCrocklin |
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Gregg |
Sheiowitz |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
ZURICH FINANCIAL SERVICES - interests are those of parent company.
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
Issues related to vicarious liability for auto leasing and rental.
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES,
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 |
Thomas |
McCrocklin |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
ZURICH FINANCIAL SERVICES - interests are those of parent company.
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 ENG
16. Specific lobbying issues
General discussions on carbon capture sequestration.
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES,
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 |
Will |
Trumbull |
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Gregg |
Sheiowitz |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
ZURICH FINANCIAL SERVICES - interests are those of parent company.
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 LBR
16. Specific lobbying issues
Proposals to modernize the Medicare secondary payer process (specific to workers compensation liability).
H.R. 5284, Medicare Secondary Payer adn Workers' Compensation Settlement Agreements Act of 2012.
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 |
Thomas |
McCrocklin |
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Gregg |
Sheiowitz |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
ZURICH FINANCIAL SERVICES - interests are those of parent company.
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 HCR
16. Specific lobbying issues
H.R. 5284, Medicare Secondary Payer and Workers' Compensation Settlement Agreements Act of 2012.
H.R. 1063, Strengthing Medicare and Repaying Taxpayers Act of 2011.
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, White House Office,
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 |
Gregg |
Sheiowitz |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
ZURICH FINANCIAL SERVICES - interests are those of parent company.
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
S. 3240, Agriculture Reform, Food and Jobs Act of 2012, provisions related to the crop insurance program.
H.R. 6083, Federal Agriculture Reform and Risk Management Act of 2012, provisions related to the crop insurance program.
S. 3240, Agriculture Disaster Assistance Act of 2012.
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 |
Thomas |
McCrocklin |
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Gregg |
Sheiowitz |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
ZURICH FINANCIAL SERVICES - interests are those of parent company.
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
Discussions related to the lawful advocacy activities of U.S. subsidiaries of foreign parent companies.
S. 3274/H.R. 5910, Global Investment in American Jobs Act of 2012.
Discussions related to a Trans Pacific Partnership (TPP).
Discussions related to prospective trade agreements between the United States and the European Union.
Discussions related to WTO Services Agreement.
H.R. 5910/S. 3274, Global Investment in America Jobs Act of 2012.
GAO Report 12-866, New Council and Research Office Should Strengthen the Accountability and Transparency of Their Decision.
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 |
Gregg |
Sheiowitz |
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Thomas |
McCrocklin |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
ZURICH FINANCIAL SERVICES - interests are those of parent company.
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 | 3 | 5 |
2 | 4 | 6 |
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 | 5 | 9 |
2 | 6 | 10 |
3 | 7 | 11 |
4 | 8 | 12 |