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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 950 |
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 | 60196 |
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 | 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: Thomas C. McCrocklin, Vice President, Head of Federal Affairs |
Date | 07/21/2014 |
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
Implementation of Public Law No. 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act, specifically, provisions on risk, insurance oversight (Federal Insurance Office), and potential CFPB activities related to P&C insurance.
General issues related to lender placed insurance market.
Discussions related to Basel III capital standards.
Discussions on U.S. and global designation of systemically relevant non-bank financial firms.
S.1369, A bill to provide additional flexibility to the Board of Governors of the Federal Reserve System to establish capital standards that are properly tailored to the unique characteristics of the business of insurance, and for other purposes.
H.R. 2140, Insurance Capital and Accounting Standards Act of 2013.
S.2101, A bill to clarify the application of certain leverage and risk-based requirements under the Dodd-Frank Wall Street Reform and Consumer Protection Act.
General issues related to Super Storm Sandy, as related to P&C insurance, including resilience and mitigation.
General discussions on natural catastrophe related proposals.
H.R. 240, Homeowners Insurance Protection Act.
H.R. 508, Terrorism Risk Insurance Act of 2002 Reauthorization Act of 2013.
H.R. 4871, Terrorism Risk Insurance Program Reauthorization Act of 2014.
H.R. 1945, Fostering Resilience to Terrorism Act of 2013.
S. 2244, Terrorism Risk Insurance Program Reauthorization Act of 2014.
General discussions on Insurance Capital Investment. General discussions on the insurability of cyber exposures.
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, Treasury - Dept of, U.S. SENATE, Federal Emergency Management Agency (FEMA), Council of Economic Advisers (CEA), Natl Oceanic & Atmospheric Administration (NOAA)
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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Michael |
Moran |
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Sean |
Kevelighan |
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Press Sec, OMB; Sr. Advisor, Dept of Treas.; Legis |
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Sean |
Kevelighan |
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Dir, Rep. Schaffer; Staff Asst., Rep. Tom Campbell |
19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
Zurich Insurance Group - 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.
Proposals to alter tax treatment of U.S. subsidiaries of foreign parent corporations specific to foreign affiliated reinsurance, including, fiscal, issues related to tax extenders and longer tax reform discussions.
H.R. 2054/S. 991, to amend the Internal Revenue Code of 1986 by altering the tax treatment of legitimate foreign affiliate reinsurance transactions undertaken by U.S. subsidiaries of foreign parent companies; includes provisions in Administration's 2014 Budget Proposal; and Senate Finance staff discussion draft on international taxation.
Camp staff discussion draft inclusion of foreign affiliated reinsurance.
Proposals to alter tax code treatment of life insurance products, specifically COLI and DRD provisions.
General discussion of tax code reform, specific to insurance and individual/corporate rates.
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, U.S. Trade Representative (USTR), 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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Michael |
Moran |
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Sean |
Kevelighan |
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Press Sec, OMB; Sr. Advisor, Dept of Treas.; Legis |
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Sean |
Kevelighan |
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Dir, Rep. Schaffer; Staff Asst., Rep. Tom Campbell |
19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
Zurich Insurance Group - 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 related to EPA regulatory actions, carbon standards for stationary sources and mobile sources for greenhouse gas, domestic natural gas and crude production exports, and energy grid resilience.
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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Michael |
Moran |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
Zurich Insurance Group - 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 end private sector delivery of the Defense Base Act insurance program (Administration's FY2014 Budget proposal). H.R. 2129, Defense Base Act Insurance Improvement Act of 2013.
General discussions related to the modernization of the Medicare secondary payer process (specific to workers compensation liability).
General discussions on War Hazard recovery program reimbursement.
H.R. 1982, Medicare Secondary Payer and Workers' Compensation Settlement Agreements Act of 2013.
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Office of Management & Budget (OMB)
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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Michael |
Moran |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
Zurich Insurance Group - 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
General discussions related to implementation of the Patient Protection and Affordable Care Act (Public Law No. 111-148), specifically as it concerns the treatment of accepted benefits.
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Health & Human Services - Dept of (HHS), Centers For Medicare and Medicaid Services (CMS)
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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Michael |
Moran |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
Zurich Insurance Group - 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
Implementation of Pub. Law No. 113-79, The Agriculture Act of 2014.
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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Michael |
Moran |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
Zurich Insurance Group - 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
General discussions related to the lawful advocacy activities of U.S. subsidiaries of foreign parent companies.
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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Michael |
Moran |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
Zurich Insurance Group - 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 TRD
16. Specific lobbying issues
Discussions related to proposals to facilitate and promote competitive financial services markets (Trans Pacific Partnership {TPP}, Transatlantic Trade and Investment Partnership {TTIP}, Trade Promotion Authority {TPA}, Trade in Services Agreement {TISA}).
H.R. 2052/S. 1023, Global Investment in American Jobs Act of 2013.
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, U.S. Trade Representative (USTR), Commerce - Dept of (DOC), Treasury - Dept of, Executive Office of the President (EOP)
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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Michael |
Moran |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
Zurich Insurance Group - 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 TRA
16. Specific lobbying issues
General discussions on rail safety.
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 |
Michael |
Moran |
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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 Insurance Group - 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 |