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LOBBYING REPORT |
Lobbying Disclosure Act of 1995 (Section 5) - All Filers Are Required to Complete This Page
2. Address
Address1 | 720 EAST WISCONSIN AVENUE |
Address2 | |
City | MILWAUKEE |
State | WI |
Zip Code | 53202 |
Country | USA |
3. Principal place of business (if different than line 2)
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5. Senate ID# 29607-12
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6. House ID# 312960000
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TYPE OF REPORT | 8. Year | 2008 |
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: Michael L. Youngman, Vice President - Government Relations |
Date | 04/21/2008 |
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
See attachment.
CSP First Quarter Report 2008
H.R. 493 - Genetic Information Nondiscrimination Act of 2007
H.R. 948 - The Social Security Number Protection Act of 2007
H.R. 964 - Securely Protect Yourself Against Cyber Trespass Act
H.R. 1065 - The Non - Admitted and Reinsurance Reform Act of 2007
H.R. 1081/S 618 - Insurance Industry Competition Act of 2007
H.R. 3046 - The Social Security Number Privacy and ID Theft Prevention Act of 2007
H.R. 3200 - The National Insurance Act of 2007
S. 40 - The National Insurance Act of 2007
S. 239 - Notification of Risk to Personal Data Act of 2007
S. 358 - Genetic Information Nondiscrimination Act of 2007
S. 495 - The Personal Data Privacy and Security Act of 2007
S. 1178 - The Identity Theft Prevention Act of 2007
S. 1202 - The Personal Data Protection Act of 2007
S. 1260 - Data Security Act of 2007
S. 1693 - Wired for Health Care Quality Act
S. 1814 - Health Information Privacy and Security Act
S. 1865 - Life Insurance Fairness for Travelers Act of 2007
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 |
Youngman |
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Douglas |
Bates |
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Steven |
Radke |
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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
See attachment.
FIN First Quarter Report 2008
H.R. 493 - Genetic Information Nondiscrimination Act of 2007
H.R. 948 - The Social Security Number Protection Act of 2007
H.R. 964 - Securely Protect Yourself Against Cyber Trespass Act
H.R. 1065 - The Non - Admitted and Reinsurance Reform Act of 2007
H.R. 1081/S 618 - Insurance Industry Competition Act of 2007
H.R. 3046 - The Social Security Number Privacy and ID Theft Prevention Act of 2007
H.R. 3200 - The National Insurance Act of 2007
H.R. 5611 National Association of Registered Agents and Brokers Reform Act of 2008
S. 40 - The National Insurance Act of 2007
S. 239 - Notification of Risk to Personal Data Act of 2007
S. 358 - Genetic Information Nondiscrimination Act of 2007
S. 495 - The Personal Data Privacy and Security Act of 2007
S. 1178 - The Identity Theft Prevention Act of 2007
S. 1202 - The Personal Data Protection Act of 2007
S. 1260 - Data Security Act of 2007
S. 1693 - Wired for Health Care Quality Act
S. 1814 - Health Information Privacy and Security Act
S. 1865 - Life Insurance Fairness for Travelers Act of 2007
S. 2794 Senior Investor Protection Act of 2008
Securities Exchange Commission Review of RAND Study and possible future changes to broker-dealer and investment adviser regulation proposed Standard of Care
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Securities & Exchange Commission (SEC)
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 |
Youngman |
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Douglas |
Bates |
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Steven |
Radke |
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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 attachment.
INS First Quarter Report 2008
H.R. 948 - The Social Security Number Protection Act of 2007
H.R. 964 - Securely Protect Yourself Against Cyber Trespass Act
H.R. 1065 - The Non - Admitted and Reinsurance Reform Act of 2007
H.R. 1081/S. 618 - Insurance Industry Competition Act of 2007
H.R. 2761 - Terrorism Risk Insurance Revision and Extension Act of 2007 (TRIREA)
H.R. 3046 - The Social Security Number Privacy and ID Theft Prevention Act of 2007
H.R. 3200 - The National Insurance Act of 2007
S. 40 - The National Insurance Act of 2007
S. 239 - Notification of Risk to Personal Data Act of 2007
S. 495 - The Personal Data Privacy and Security Act of 2007
S. 929 Non - admitted and Reinsurance Reform Act of 2007
S. 1178 - The Identity Theft Prevention Act of 2007
S. 1202 - The Personal Data Protection Act of 2007
S. 1260 - Data Security Act of 2007
S. 1693 Wired for Health Care Quality Act
S. 1814 - Health Information Privacy and Security Act
S. 1865 - Life Insurance Fairness for Travelers Act of 2007
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, 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 |
Michael |
Youngman |
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Douglas |
Bates |
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Steven |
Radke |
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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 LBR
16. Specific lobbying issues
See attachment.
LBR - First Quarter Report 2008
H.R. 3195 - Americans with Disabilities Restoration Act
S. 1881 - Americans with Disabilities Restoration Act
Family and Medical Leave Act of 1993 - proposed changes to regulations.
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, 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 |
Michael |
Youngman |
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Douglas |
Bates |
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Steven |
Radke |
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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
See attachment.
RET First Quarter Report 2008
H.R. 46 - Small Business Tax Fairness and Simplification Act
H.R. 914 - Tax Equity and Affordability Act
H.R. 976 - Small Business Tax Relief Act
H.R. 1807 - Alzheimers Family Assistance Act
H.R. 2205/ S 1010 - Tax Incentive for Non Qualified Annuities
H.R. 2419 Farm Bill Extension Act
H.R. 2582 Qualified Long-Term Care Fairness Act of 2007
H.R. 2831 Lilly Ledbetter Fair Pay Act
H.R. 3088 Long-Term Care Act of 2007
H.R. 3185 - The 401(k) Fair Disclosure for Retirement Security Act of 2007
H.R. 3361 - To make technical corrections related to the Pension Protection Act of 2006
H.R. 3363 Long Term Care Affordability and Security Act of 2007
H.R. 3765 The Defined Contribution Plan Fee Transparency Act of 2007
H.R. 3997 Defenders of Freedom Tax Act/ Heroes Earnings Assistance and Relief Act
H.R. 4839 Tax Technical Corrections
H.R. 5160 Small Business Add Value for Employees Act of 2008
H.R. 5559 The Long Term Care and Retirement Security Act of 2008
H.R. (Concurrent Resolution) 133 - Supporting the Goals of the Long Term Care
Awareness Week
S. 504 - Long Term Care Trust Accounts Act
S. 555 - Simple Cafeteria Plan Act
S. 897 - Alzheimers Family Assistance Act
S. 1087 Fair Pay Act
RET First Quarter Report 2008 continued
S. 1288 - Women's Retirement Act of 2007
S. 1758 Community Living Assistance Services and Supports Act
S. 1809 Long-Term Care Act of 2007
S. 1974 - The Pension Protection Technical Corrections Act of 2007
S. 2121 Caregiver Assistance and Relief Effort Act of 2007
S. 2268 Long-Term Care Insurance Integrity Act of 2007
S. 2337 - Long Term Care Affordability and Security Act of 2007
S. 2473 Defined Contribution Fee Disclosure Act
S. 2794 The Senior Investor Protection Act of 2008
S. 3952 - Automatic IRA Act of 2007
Department of Labor Guidance Level Fee Exemption (Section 408(b)(14) and 408(g)(2) of ERISA) and IRA Exemption (Section 601(b)(3) of Pension Protection Act of 2006).
Final 403(b) Regulations/Revenue Proceeding 2007-71 issues related to timing relief, clarification of transition relief, grandfathering and effective date.
Department of Labor proposed amendments to Reg. Section 2550.408b-2 interpreting service provider prohibited transaction exemption under ERISA section 408(b)(2).
Draft of Rep. Andrews Easy 401(k) Bill.
Department of Labor Final Revised Form 5500 (2009) New Fee Reporting Rules request changes to final rules.
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Labor - Dept of (DOL)
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 |
Youngman |
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Douglas |
Bates |
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Steven |
Radke |
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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
See attachment.
TAX First Quarter Report 2008
H.R. 25 - Fair Tax Act of 2007
H.R.150 - Life Insurance Employee Notification Act
H.R. 377 -Insuring Families for Their Future Act of 2007
H.R.1810 - To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies.
H.R.3170 - To make permanent the individual income tax rates for capital gains, and for other purposes.
H.R.3361 - Pension Protection Technical Corrections Act of 2007
H.R.3970 - Tax Reduction and Reform Act of 2007
H.R.4159 - Simplified USA Tax Act of 2007
H.R.4195 - Tax Technical Corrections Act of 2007
H.R.4839 - Tax Technical Corrections Act of 2007
H.CON.RES.312
Revising the congressional budget for the United States Government for fiscal year 2008, establishing the congressional budget for the United States Government for fiscal year 2009, and setting forth appropriate budgetary levels for fiscal years 2010 through 2013.
S.1025 Fair Tax Act of 2007
S.1111 Fair Flat Tax Act of 2007
S.1366 -A bill to amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other
S.1974 - Pension Protection Technical Corrections Act of 2007
S.2374 - Tax Technical Corrections Act of 2007
S.CON.RES.21 - An original concurrent resolution setting forth the congressional budget for the United States Government for fiscal year 2008 and including the appropriate budgetary levels for fiscal years 2007 and 2009 through 2012.
S.CON.RES.70
An original concurrent resolution setting forth the congressional budget for the United States Government for fiscal year 2009 and including the appropriate budgetary levels for fiscal years 2008 and 2010 through 2013.
TAX First Quarter Report 2008 continued
Treasury Notice 2008-18 Principle Based Reserves.
Treasury Notice 2007-15 Simplification of correction programs for violation of sections 7702, 7702A and 817(h).
Treasury Notice 2008-24 Taxation of partial exchanges.
IRS proposed regulations 1.6011-4 Treat patented tax strategies as reportable transactions; section 2369 prohibit the patenting of tax strategies.
Dept of Treasury Internal Revenue Rule 2007-61 suspending Revenue Rule 2007-54 and regulation project calculating policyholders share of separate account for dividend received deduction.
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, 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 |
Michael |
Youngman |
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Douglas |
Bates |
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Steven |
Radke |
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Kathleen |
Schluter |
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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 |