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LOBBYING REPORT |
Lobbying Disclosure Act of 1995 (Section 5) - All Filers Are Required to Complete This Page
2. Address
Address1 | 10 G Street, NE, #600 |
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City | Washington |
State | DC |
Zip Code | 20002-4215 |
Country | USA |
3. Principal place of business (if different than line 2)
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5. Senate ID# 27467-12
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6. House ID# 303670000
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TYPE OF REPORT | 8. Year | 2007 |
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: Max Richtman, Executive Vice President |
Date | 06/01/2009 |
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 BUD
16. Specific lobbying issues
2008 Budget Resolution. S.Con.Res. 21, H.Con.Res. 99, H.Res. 370: provisions relating to entitlement spending and deficits.
Budget Process Reforms. 1) H.J.Res. 1, H.J.Res. 7, H.J.Res. 10, H.J.Res. 21, H.J.Res. 45: proposing a balanced budget
amendment to the Constitution of the United States. 2) H.Res. 6, H.R. 473, H.R. 689, H.R. 1375, H.R. 1998, H.R. 2024, H.R. 2084, H.R. 2685, H.R. 3654, H.R. 3724, H.Amdt. 474, S. 10, S. 15, S. 304, S. 355, S. 1186, S. 1195, S. 1279, S.Amdt. 101: provisions establishing a legislative line-item veto, pertaining to discretionary spending cuts, extending the pay-as-you-go requirement, establishing commissions on entitlement reform, establishing caps on entitlement spending, requiring accrual accounting for entitlement programs and addressing federal insurance programs. 3) Efforts to close the payroll tax gap (no pending legislation).
FY 2007 Appropriations. H.J.Res. 20: pertaining to Social Security Administration funding.
FY 2008 Appropriations. H.R. 2764, H.R. 3042, H.R. 3043, S. 1710, S.Amdt. 3440, H.Res. 547, H.Res.794: provisions pertaining to funding the Department of Health and Human Services, the Social Security Administration, the Older Americans Act, the Senior Corps program, Systems Change Grants, the Community Services Block Grant program, the Social Services Block Grant program, the Low Income Home Energy Assistance Program (LIHEAP) state block grant, local community service organizations, State Health Insurance Assistance Programs (SHIPs), and the geriatric health professions program.
17. House(s) of Congress and Federal agencies Check if None
Y Y
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 |
Barbara |
Kennelly |
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Max |
Richtman |
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Maria |
Freese |
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Diane |
Lifsey |
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Alison |
Bonbebrake |
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Michael |
Kibler |
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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 HCR
16. Specific lobbying issues
Health Issues. 1) H.R. 3001, S. 1758: provisions amending the Public Health Service Act to help individuals with functional impairments and their families pay for services and supports. 2) H.R. 1367, H.R. 1424, S. 558: provisions providing parity between health insurance
coverage of mental health benefits and benefits for medical and surgical services. 3) S. 1070, H.R. 1783: provisions providing resources to implement a nationally-coordinated elder justice strategy. 4) S. 1090: provisions pertaining to the Commodity Supplemental Food Program for low-income seniors.
17. House(s) of Congress and Federal agencies Check if None
Y Y
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 |
Barbara |
Kennelly |
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Max |
Richtman |
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Maria |
Freese |
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Diane |
Lifsey |
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Alison |
Bonebrake |
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Michael |
Kibler |
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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 MMM
16. Specific lobbying issues
Medicare. 1) H.R. 4, H.R. 118, S. 3, S. 273: provisions pertaining to the negotiation of prescription drug prices under Medicare Part D. 2) H.R. 205, H.R. 748, H.R. 1218, H.R. 1277, H.R. 1310, H.R. 1521, H.R. 2009, H.R. 2056, H.R. 2065, H.R. 2149, H.R. 3025,
H.R. 3061, H.R. 3162, H.R. 3932, S. 137, S. 250, S.450, S. 706, S. 1887, S. 2115, S. 2219, S. 2499, S.Amdt. 508: provisions relating to the late enrollment penalty, physician reimbursement rates, creation of a Medicare operated prescription drug plan, drug price negotiations, Medicare beneficiary improvements, repeal of cost containment provisions, Medicare Advantage payments, the Medicare Advantage stabilization fund and comparative cost adjustment demonstration projects under the Medicare Modernization Act, therapy caps, liberalization of asset test limits, the reduction of the benefit gap and guaranteeing drug benefits. 3) H.R. 2945: provisions to provide beneficiary protections against excessive cost-sharing under the Medicare Advantage Program. 4) S. 242, H.R. 380, S.Amdt. 1010: pertaining to the importation of prescription drugs. 5) H.R. 1571, H.R. 1663, H.R. 4897, S. 1715, S. 1854: provisions to eliminate discriminatory copayment rates for outpatient psychiatric services under the Medicare Program. 6) S. 1340, H.R. 2244: provisions to provide Medicare beneficiaries with access to geriatric assessments and chronic care coordination services. 7) S. 316, S. 1088, H.R. 1432, H.R. 1902: pertaining to market exclusivity for generic drugs. 8) S. 1102, S. 1103, S. 1107, S. 1108, S. 2101, H.R. 470, H.R. 932, H.R. 1536, H.R. 2058, H.R. 3127, H.R. 3668: provisions to improve benefits for low-income beneficiaries under Medicare Parts B and D. 9) S. 1082: amendments pertaining to citizen petitions to the Federal Drug Administration relating to generic drugs and to importation of prescription drugs under the Medicare program. 10) H.R. 2591: limiting the penalty for late enrollment under Medicare Part B. 11) H.R. 2307, H.R. 4790, S. 1883: provisions regarding the marketing of Medicare Advantage and Medicare Part D plans. 12) H.R. 749: establishing health care vouchers for seniors. 13) S. 173, S. 1019, H.R. 2639: provisions pertaining to Medicare Savings Accounts. 14) S. 464, S. 465, S. 466: provisions pertaining to advance directives and end-of-life planning. 15) S.Amdt. 472: provisions pertaining to means-testing of Medicare Part D. 16) S.Amdt. 525: pertaining to across-the-board cuts to Medicare providers. 17) S. 543, H.R. 1459: rules pertaining to Inpatient Rehabilitation Facilities. 18) Pertaining to Congressional efforts petitioning the Center for Medicare and Medicaid Services to create a public nursing home watch list of repeat offenders on surveys (no legislation).
17. House(s) of Congress and Federal agencies Check if None
Y Y
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 |
Barbara |
Kennelly |
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Max |
Richtman |
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Maria |
Freese |
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Diane |
Lifsey |
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Alison |
Bonebrake |
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Michael |
Kibler |
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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 RET
16. Specific lobbying issues
Social Security. 1) H.R. 82, S. 206: repealing the government pension offset and windfall elimination provisions. 2) H.R. 726, H.R. 2988, S. 1254: modifying the government pension offset and windfall elimination provisions. 3) H.R. 4338, S. 302, S.Amdt. 483:
establishing a procedure to safeguard the Social Security Trust Funds. 4) H.R. 1953, H.R. 2032: provisions pertaining to Social Security cost-of-living-adjustments and mandating the development of a new Consumer Price Index reflecting senior spending. 5) H.R. 4807, S. 2501: limiting the impact of Medicare Part B and Part D premiums on Social Security cost-of-living adjustments and Social Security recipient benefit levels. 6) Docket No. SSA-2007-0044: proposed regulatory changes to the Social Security Administrations Administrative Law Judge, Appeals Council, and Decision Review Board appeals levels. 7) H.R. 4664: to provide for investment of the Social Security surplus. 8) H.R. 2772, S. 1647 (Public Servant Retirement Protection Act): elimination of the current-law Windfall Elimination Provision for those first entering non-Social Security covered employment and establishment of a new formula for the treatment of non-covered earnings in determining Social Security benefits.
Social Security Private Accounts. 1) H.R. 1090; H.R. 2002, H.R. 4181, S.Amdt. 489: establishing private Social Security investment accounts. 2) H.R. 1353: pertaining to the budgetary treatment of Social Security trust funds. 3) H.R. 219, H.R. 581: provisions relating to the investment of Social Security trust funds and creating a Social Security Investment Commission. 4) H.R. 93: to amend the Congressional Budget Act of 1974 to protect Social Security beneficiaries against any reduction in benefits.
Social Security and Immigration. S.Amdt. 2355 to H.R. 2669: Social Security amendment to the College Cost Reduction Act of 2007 requiring the Social Security Administration to re-determine Social Security coverage of any "individual who is not a natural-born United States citizen" on a quarter-by-quarter basis.
Pension Security. 1) S. 1288: increasing the retirement security of women and small business owners. 2) S. 1725: improving the protection of pension benefits.
Technical corrections related to the Pension Protection Act of 2006. 1) S. 1974, H.R. 3361, H.R. 3868: extending the effective date on the single employer funding provisions. 2) H.R. 4839, H.R. 4195, S. 2374: pertaining to the Pension Protection Act of 2006s provisions on exempt organizations.
17. House(s) of Congress and Federal agencies Check if None
Y Y
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 |
Barbara |
Kennelly |
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Max |
Richtman |
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Maria |
Freese |
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Diane |
Lifsey |
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Alison |
Bonebrake |
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Michael |
Kibler |
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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 TAX
16. Specific lobbying issues
Taxation. 1) H.R. 411, H.R. 1586, H.R. 1929, H.R. 2380, S. 1994: making the repeal of the estate tax permanent. 2) H.R. 4351, H.R. 3996: providing temporary relief from the Alternative Minimum Tax (AMT). 3) S.708, S. 709: promoting labor force participation of older Americans.
17. House(s) of Congress and Federal agencies Check if None
Y Y
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 |
Barbara |
Kennelly |
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Max |
Richtman |
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Maria |
Freese |
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Diane |
Lifsey |
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Alison |
Bonebrake |
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Michael |
Kibler |
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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:
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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 |