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LOBBYING REPORT |
Lobbying Disclosure Act of 1995 (Section 5) - All Filers Are Required to Complete This Page
2. Address
Address1 | 1455 PENNSYLVANIA AVE |
Address2 | SUITE 400 |
City | WASHINGTON |
State | DC |
Zip Code | 20004 |
Country | USA |
3. Principal place of business (if different than line 2)
City | Omaha |
State | NE |
Zip Code | 68175 |
Country | USA |
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5. Senate ID# 26284-12
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6. House ID# 319910000
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TYPE OF REPORT | 8. Year | 2014 |
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: Stacy Scholtz, Executive Vice President |
Date | 10/13/2014 |
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
HR 3590 & HR 4872 - PPACA & Reconciliation Act of 2010 - effect on home office procedures & self-insured plan, executive compensation, implications to dental product.
HR 3193 - Bill to replace director of CFPB with bipartisan 5 member commission - provisions regarding the 5 member commission.
HR 605 - Insurance Consumer Protection & Solvency Act - Assessments placed on insurers.
HR 5405 - A bill to make technical corrections to Dodd-Frank - provisions to reduce regulatory burdens.
Camp comprehensive discussion draft on tax reform - provisions impacting the insurance and banking industries.
17. House(s) of Congress and Federal agencies Check if None
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 |
Melissa |
Taylor |
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Kellie |
Harry |
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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 INS
16. Specific lobbying issues
HR 4302 - Protecting Access to Medicare Act of 2014 - SGR Patch
HR 4015 - SGR Repeal & Medicare Provider Payment Modernization Act of 2014 - SGR Repeal
HR 2810 - Medicare Patient Access & Quality Improvement Act of 2013 - SGR Repeal
HR 2140 - Insurance Capital & Accounting Standards Act - provisions exempting insurers from Dodd-Frank Act capital requirements
HR 4557 - Policyholder Protection Act to amend the FDIA - source of strength requirements
HR 5461 - A bill to clarify the application of leverage & risk-based requirements - Provisions tailoring capital requirements for insurers.
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 |
Melissa |
Taylor |
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Kellie |
Harry |
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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 INS
16. Specific lobbying issues
S 2157 - Commonsense Medicare SGR Repeal & Beneficiary Access Improvement Act of 2014 - SGR Repeal
S 2122 - Responsible Medicare SGR Repeal & Beneficiary Access Improvement Act of 2014 - SGR Repeal
S 1871 - SGR Repeal & Medicare Beneficiary Access Act of 2013 - SGR Repeal
S 1369 & S 2102- Bills to provide additional flexibility to the Fed to establish capital standards for insurers - Provisions exempting insurers from Dodd-Frank Act capital requirements.
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 |
Melissa |
Taylor |
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Kellie |
Harry |
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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 INS
16. Specific lobbying issues
H.J. Res. 59 - Continuing Appropriations Resolution 2014 - Potential Medigap impact.
S.CON.RES. 8 - Senate Budget FY 2014 - Potential Medigap impact
S. CON.RES. 25 - House Budget FY 2014 - Potential Medigap impact
HR 4510/S2270 - Insurance Clarification Standards Act - Exemption of insurers from Dodd-Frank Act Capital requirements
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 |
Melissa |
Taylor |
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Kellie |
Harry |
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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 FIN
16. Specific lobbying issues
HR 1221 - Basel III Capital Impact Study Act - Provisions calling for quantitative impact study of Basel III rules on financial institutions.
HR 4173 - Dodd-Frank Wall Street Reform & Consumer Protection Act - accountability & transparency in rating agencies, banking & insurance regulators, capital requirements, investor protections, over the counter derivatives, federal insurance office,
private fund investment advisor registration, consumer financial protections, executive compensation & mortgage lending practices.
S 731 - Basel III CASE Act - Provisions related to insurers & extent of stop and study provisions
17. House(s) of Congress and Federal agencies Check if None
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 |
Melissa |
Taylor |
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Kellie |
Harry |
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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 BAN
16. Specific lobbying issues
HR 1261 - Overdraft Protection Act of 2013 - Provisions related to caps & limitations on overdraft charges.
S 710 - A bill to provide commercial banks & S&Ls an exemption from Dodd-Frank Act provisions requiring the regulation of municipal advisors - Provisions to exempt certain bank employees from being considered municipal advisors.
HR 1750 - Regulatory Relief Act - Provisions related to exemptions from the qualified mortgage requirements & privacy notice requirements.
HR 3317 - Holding Individuals Accountable & Deterring Money Laundering Act - Provisions that would strengthen the Federal statutes designed to deter money laundering & terrorism financing.
HR 3770 - Homeowner Flood Insurance Affordability Act - Provisions addressing issues with the affordability of the National Flood Insurance program and mapping issues.
S 1720 - Patent reform legislation - Provisions addressing patent reform.
S 1926 - A bill combining the National Flood Insurance Program reforms with NARAB II - Provisions regarding escrow requirements under flood insurance program.
HR 4466 - Financial Regulatory Clarity Act - Provisions regarding regulatory processes to determine duplicative rules and regulations.
S 635 - Privacy Notice Bill - eliminating the need to send GLBA privacy notices if a financial institution has not changed its privacy policy in the last year.
17. House(s) of Congress and Federal agencies Check if None
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 |
Melissa |
Taylor |
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Kellie |
Harry |
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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 CSP
16. Specific lobbying issues
S 418 - Do-Not-Track bill - Provisions related to collection and use of personal information.
S 947 -SAFE Act - To protect priviledged information shared between state and federal financial regulators.
HR 3811 - Health Exchange Security & Transparency Act - Provisions regarding notification requirements placed upon HHS.
S 1995 - Personal Data Protection & Breach Accountability Act - systems & information sharing requirements.
S 1927 - Data Security Act - Provisions regarding notification requirements under the national standard.
S 21 - Cybersecurity& American Cyber Competitiveness Act - Collaborations with law enforcement.
17. House(s) of Congress and Federal agencies Check if None
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 |
Melissa |
Taylor |
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Kellie |
Harry |
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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 | 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 |