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LOBBYING REPORT |
Lobbying Disclosure Act of 1995 (Section 5) - All Filers Are Required to Complete This Page
2. Address
Address1 | 1501 M STREET, N.W., Suite 600 |
Address2 | |
City | WASHINGTON |
State | DC |
Zip Code | 20005-1700 |
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# 4675-12
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6. House ID# 312420000
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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: Ralph P. Kass, Controller |
Date | 01/16/2009 |
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 HCR
16. Specific lobbying issues
House
Emergency Retiree Health Benefits Protection Act - H.R. 1322
Paul Wellstone Mental Health and Addiction Equity Act - H.R. 1424
Tax Equity for Health Plan Beneficiaries Act - H.R. 1820
Promoting Health for Future Generations Act H.R. 2639
Michelles Law H.R. 2851
Long-Term Care Affordability and Security Act of 2007 H.R. 3363
Defenders of Freedom Tax Relief Act H.R. 3997
Technologies for Restoring Users Security and Trust in (TRUST) in Health Information Act of 2008 H.R. 5442
Taxpayer Assistance and Simplification Act of 2008 - H.R. 5719
ERISA Amendments H.R. 6142
Pension Protection Act ERISA Amendments Act of 2008 H.R 6143
Promoting Health Information Technology Act of 2008 H.R. 6179
Patient-Controlled Health IT Act H.R. 6345
Protecting Records, Optimizing Treatment and Easing Communication Through Healthcare Technology Act, The Pro (TECHT) T Act of 2008 H.R. 6357
Health Insurance Source of Injury Clarification Act of 2008 H.R. 6908
Paul Wellstone and Pete Dominici Mental Health Parity and Addiction Equity Act H.R. 6983
Technical Correction S. 3712: Paul Wellstone and Pete Domenici Mental Health Parity Addiction Equity Act H.R. 6938
Several Approaches to Reduce the Uninsured Act H.R. 7129
Senate
Mental Health Parity Act S. 558
Tax Equity for Domestic Partner and Health Plan Beneficiaries Act S. 1556
Wired for Health Care Quality Act S. 1693
Biologics Price Competition and Innovation Act 0f 2007 S. 1695
Long-Term Care Affordability and Security Act of 2007 S. 2337
Comparative Effectiveness Research Act S. 3408
Technical Correction S. 3712: Paul Wellstone and Pete Domenici Mental Health Parity Addiction Equity Act H.R. 6938
Discussion Draft of Legislation Requiring Form W-2 Reporting of Employer-Provided Health Care Costs - Submitted comments to a group of Senators
Health Reform Call to Action Health Reform 2009 Finance & HELP Committees
Regulatory communication with covered federal officials on legislative issues
DOL/EBSA Genetic Information Nondiscrimination Act of 2008 (GINA)
DOL Technical Correction S. 3712: Paul Wellstone and Pete Domenici Mental Health Parity Addiction Equity Act H.R. 6938
IRS proposed requirements for filing excise taxes
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Internal Revenue Service (IRS), 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 |
James |
Klein |
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Paul |
Dennett |
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Kathryn |
Wilber |
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Jill |
Randolph |
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Lynn |
Dudley |
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Diann |
Howland |
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Pension Policy Director: Senate HELP Committee |
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
House
Paul Wellstone Mental Health and Addiction Equity Act - H.R. 1424
The Emergency Economic Stabilization Act - H.R. 1424
Tax Equity for Health Plan Beneficiaries Act of 2007 - H.R. 1820
Lilly Ledbetter Fair Pay Act of 2007 H.R. 2831
401 (k) Fair Disclosure for Retirement Security Act H.R. 3185
The Worker Retiree, and Employer Recovery Act H.R. 3361
Long-Term Care Affordability and Security Act of 2007 H.R. 3363
Defined Contribution Plan Fee Transparency Act of 2007 H.R. 3765
AMT Credit Fairness and Relief Act H.R.3861
Defenders of Freedom Tax Relief Act of 2007 - H.R. 3997
Small Business Add Value for Employees (SAVE) Act of 2008 H.R. 5160
Energy Improvement and Extension Act of 2008 H.R. 6049
ERISA Amendments H.R. 6142
Pension Protection Act ERISA Amendments of 2008 H.R. 6143
Pension Protection Technical Corrections Act of 2008 H.R. 6382
401 (k) Plan Debit Card Bill H.R. 6708
Hurricane Tax Relief Act of 2008 H.R. 6958
Disaster Tax Relief Act of 2008 H.R. 7006
Defined Benefit Pension Funding Relief Measures
The Worker, Retiree, and Employer Recovery Act H.R. 7327
Senate
Tax Equity for Domestic Partner and Health Plan Beneficiaries Act S. 1556
Fair Pay Restoration Act S. 1843
Pension Protection Technical Corrections Act of 2007 S. 1974
Long-Term Care Affordability and Security Act of 2007 S. 2337
AMT Credit Fairness Act and Relief Act S. 2389
Defined Contribution Fee Disclosure Act of 2007 S. 2473
Incentives for Older Workers Act S. 2933
401 (k) Plan Debit Card Bill S. 3278
Jobs, Energy, Families, and Disaster Relief Act of 2008 S. 3335
Defined Benefit Pension Funding Relief Measures
The Worker, Retiree, and Employer Recovery Act H.R. 7327
Regulatory communication with covered federal officials on legislative issues.
White House - Defined Benefit Pension Funding Relief Measures H.R. 7327
Treasury Minimum Required Distribution relief H.R. 7327
DOL 401(k) fee disclosure - H.R. 3185, H.R. 3765, S. 2473
DOL Pension Protection Action Act of 2006 Technical Corrections, funding issues
Treasury/IRS Hurricane relief, contribution and funding certification, Pension Protection Act of 2006 (PPA)
Treasury/IRS Pension Protection Act of 2006 Technical Corrections, funding issues
Treasury/IRS hybrid plan issues
Treasury/IRS 409A and deferred compensation
Treasury/IRS EESA issues H.R. 1424
Treasury/IRS HEART Act H.R. 3997 & 6081
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, White House Office, Labor - Dept of (DOL), Internal Revenue Service (IRS), 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 |
James |
Klein |
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Lynn |
Dudley |
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Janet |
Jacobson |
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Diann |
Howland |
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Pension Policy Director: Senate HELP Committee |
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Jill |
Randolph |
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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 |