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LOBBYING REPORT |
Lobbying Disclosure Act of 1995 (Section 5) - All Filers Are Required to Complete This Page
2. Address
| Address1 | 1120 Connecticut Avenue, NW |
Address2 | |
| City | Washington |
State | DC |
Zip Code | 20036 |
Country | USA |
3. Principal place of business (if different than line 2)
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Zip Code | |
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5. Senate ID# 44468-12
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6. House ID# 340770000
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| TYPE OF REPORT | 8. Year | 2009 |
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. | ||||||||
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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 |
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| Signature | Digitally Signed By: J. Kevin A. McKechnie, Executive Director |
Date | 10/20/2009 |
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 BAN
16. Specific lobbying issues
See Addendum
Implementing Regulation for Public Law 108-173, Medicare Prescription Drug Improvement and Modernization Act of 2003, Title XII, Section 1201, Health Savings Accounts.
Education of Members of Congress on the workings of the Health Savings Account industry including presentations on the establishment of the account, the coordination of the account with the qulaifying insurance policy, and a comparison of HSAs to other health care financing strategies.
Education of Members of Congress with respect to the intregration of Health Savings Accounts into proposed health care reform schemes discussed by the President of the United States.
H.R. 627, the Credit Card Act of 2009, all Titles
H.R. 3200, America's Affordable Health Care Choices Act of 2009, all Titles
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, 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 |
J. Kevin A. |
McKechnie |
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Kenneth |
Clayton |
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Renee |
Galbraith |
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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
See Addendum
Implementing regulations for Public Law no.106-102: Gramm-Leach-Bliley Financial Modernization Act of 1999 Title V: Title III:
1. Privacy Provisions of Title V
2. Consumer Protections for Bank Sales of Insurance under Title III
3. Support of Federal preemption under Title V and the National Bank Act of state laws restricting sales of insurance by banks
4. Disclosure rules for Fixed Annuities under Title V
Implementing Regulations for Public Law 108-159: The Fair and Accurate Transactions Act of 2003, Section 411.
Education of Members of Congress and their staff on the Optional Federal Charter proposal, known in previous Congresses as the proposed National Insurance Act.
H.R. 1880, The National Insurance Consumer Protection Act of 2009, all Titles
H.R. 2609, The Federal Insurance Office Act of 2009, all Titles
H.R. 3200, America's Affordable Health Care Choices Act of 2009, all Titles
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Executive Office of the President (EOP), 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 |
J. Kevin A. |
McKechnie |
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Kenneth |
Clayton |
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Renee |
Galbraith |
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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 |