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LOBBYING REPORT |
Lobbying Disclosure Act of 1995 (Section 5) - All Filers Are Required to Complete This Page
2. Address
Address1 | ONE NATIONWIDE PLAZA, 1-38-17 |
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City | COLUMBUS |
State | OH |
Zip Code | 43215 |
Country | USA |
3. Principal place of business (if different than line 2)
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5. Senate ID# 26411-12
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6. House ID# 329850000
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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: Jeffrey D. Rouch, SVP Government Relations |
Date | 04/18/2008 |
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 INS
16. Specific lobbying issues
HR 3200/S 40 - "National Insurance Act of 2007" - Creates a federal insurance regulator
HR 1065/S 929 - "Nonadmitted and Reinsurance Reform Act of 2007" - Changes of surplus lines and reinsurance markets
HR 5611 - "National Association of Registered Agents and Brokers Reform Act of 2008" - Multi-state licensing of insurance agents
HR 1081/S 618 - "Insurance Industry Competition Act of 2007" - Amends McCarran-Ferguson Act of 1945 and expands Federal Trade Commission (FTC)/Department of Justice (DOJ) oversight of insurers
S 2621 - "Terrorism Risk Insurance Improvement Act of 2008" - Provides for a reset mechanism of the Terrorism Risk Insurance Act of 2002
HR 3355/S 2310 - "Homeowners Defense Act of 2007" - Establishes a state bond selling consortium, Treasury loan program, and reinsurance sale
HR 537/S 292 - "Commission on Catastrophic Disaster Risk and Insurance Act of 2007" - Creates a bipartisAn commission to study natural disaster proposals
HR 3121/S 2284 - "Flood Insurance Reform and Modernization Act of 2007" - Reauthorizes and reforms the National Flood Insurance Program
S 1693 - "Wired for Health Care Quality Act of 2007" - Proposed amendment to inhibit life insurers use of data
HR 5633 - "Nondiscriminatory Use of Consumer Reports and Consumer Information Act of 2008" - Prohibits use of credit scores with personal lines of insurance
HR 3926 - "Safe Building Code Incentive Act of 2007" - Provides incentives for states to adopt and enforce building codes through grants
HR 4461/S 2458 - "Community Building Code Administration Grant Act of 2007" - Provides grants for increased staffing of building codes administrations
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Treasury - Dept of, Federal Trade Commission (FTC), Justice - Dept of (DOJ), Federal Emergency Management Agency (FEMA), Housing & Urban Development - Dept of (HUD)
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 |
Steven M. |
English |
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Jeffrey D. |
Rouch |
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W.Craig |
Zimpher |
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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 CPT
16. Specific lobbying issues
HR 5638 - "To amend title 35, United States Code"- Allows for the use of non-original equipment manufacturer auto repair parts
HR 1908/S 1145 - "Patent Reform Act of 2007" - Amends patent law to among other things address venue, willfulness, etc.
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. Copyright Office, 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 |
Steven M. |
English |
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Jeffrey D. |
Rouch |
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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 BAN
16. Specific lobbying issues
HR 1537 - "Credit Union Regulatory Improvements Act of 2007" - Reduces the minimum net worth ration requirements of credit unions
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, Office of Thrift Supervision (OTS)
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 |
Steven M. |
English |
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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 HOU
16. Specific lobbying issues
S 1100 - "Federal Housing Enterprise Regulatory Reform Act of 2007" - Establishes a new federal regulator of government sponsored enterprises
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, Housing & Urban Development - Dept of (HUD)
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 |
Steven M. |
English |
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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
HR 25 - "Fair Tax Act of 2007" - --Fundamental tax reform's implications for companies and life insurance plans
HR 150 - "Life Insurance Employee Notification Act" - --Corporate-owned Life Insurance
HR 411 - "To amend the Internal Revenue Code of 1986 to make permanent certain temporary provisions applicable to individuals, including the sales tax deduction, the child credit, the repeal of the estate tax, and the deduction for higher education expenses" - Estate tax reform
HR 1810 - "To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies" - Life/non-life consolidation
HR 1929 - "To amend the Internal Revenue Code of 1986 to exempt certain farmland from the estate tax" - Estate tax reform
HR 2380 - "To make the repeal of the estate tax permanent" - Estate tax reform
S 14 - "A bill to repeal the sunset on certain tax rates and other incentives and to repeal the individual alternative minimum tax, and for other purposes" - Estate tax reform
S 1025 - "Fair Tax Act of 2007" - Fundamental tax reform
S 1111 - "Fair Flat Tax Act of 2007" - Fundamental tax reform's implications for companies and life insurance products
S 1366 - "A bill to amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other"
-Life/non-life consolidation
HR 377 - "Insuring Families for Their Future Act of 2007" - Dollar limitation on employer-provided group term life insurance
HR 3361/S 1974 - "Pension Protection Technical Corrections Act of 2007" - Monitoring all provisions to prepare for practical implications
HR 4172 - "To amend the Internal Revenue Code of 1986 and the Economic Growth and Tax Relief Reconciliation Act of 2001 to restore the estate tax and repeal the carryover basis rule and to increase the estate tax unified credit to an exclusion equivalent of $3,500.000" - Estate tax reform
HR 4235 - "Estate Tax Reduction Act of 2007" - Estate tax reform
HR 4242 - "Certain and Immediate Estate Tax Relief Act of 2007" - Estate tax reform
HR 4042 - "Family Farm, Small Business and Home Tax Relief Act" - Estate tax reform
S 1994 - "To amend the Internal Revenue Code of 1986 to exempt certain farmland from the estate tax" - Estate tax reform
HR 3170 - "To make permanent the individual income tax rates for capital gains, and for other purposes" - Estate tax reform
HR 3475 - "To amend the Internal Revenue Code of 1986 to increase the estate and gift tax unified credit to an exclusion equivalent of $5,000,000, to adjust such amount for inflation, to repeal the 1 year termination of the estate tax, and for other purposes" - Estate tax reform
HR 4839/HR 4195/S 2374 - "Tax Technical Corrections Act of 2007" - Monitoring all provisions to prepare for practical implications
HR 3970 - "Tax Reduction and Reform Act of 2007" - Fundamental tax reform's implications for companies and life insurance products
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Treasury - Dept of, Internal Revenue Service (IRS)
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 |
Bridget F. |
Hagan |
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Gerard M. |
Golden |
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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
HR 2205/S 1010 - "Retirement Security for Life Act" - tax incentives for the purchase of annuities
S 1288 - "Women's Retirement Act of 2007" - all retirement savings incentives and support, automatic IRA, savers credit
HR 2167/S 1141 - "Automatic IRA Act of 2007" - Automatic IRA's for small employers
HR 3361/S 1974 - "Pension Protection Technical Corrections Act of 2007" - Monitoring all provisions to prepare for practical implications
HR 3185 - "The 401K Fair Disclosure for Retirement Security Act of 2007" - Unbundling, mandatory index fund, so-called guaranteed investment contract fees, basis point issues
S 2473 - "Defined Contribution Fee Disclosure Act" - Unbundling/categories of disclosure
HR 3765 - "Defined Contribution Plan Fee Transparency Act of 2007" - 457 plan fee disclosure
HR 5160 - "SAVE Act" - Automatic IRAs for small employers
HR 2831 - "Lilly Ledbetter Fair Pay Act" - provisions related to "each time compensation is paid"
HR 4839/HR 4195/S 2374 - "Tax Technical Corrections Act of 2007" - Pension Protection Act technical correction provisions
HR 2419/S 2302 - "Farm Bill Extension Act" - Potential Roth 457 inclusion
HR 3997 - "Defenders of Freedom Tax Act/Heroes Earnings Assistance and Relief Act" - Pension plan provisions
HR 3997 - "Defenders of Freedom Tax Act/Heroes Earnings Assistance and Relief Act" - Pension plan provisions
HR 2/S2 - "Fair Minimum Wage Act of 2007" - Potential inclusion of "Portable, Lifelong, Universal Savings" (PLUS) accounts
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Labor - Dept of (DOL), 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 |
Bridget F. |
Hagan |
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Gerard M. |
Golden |
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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 | 4 | 7 |
2 | 5 | 8 |
3 | 6 | 9 |
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 | 7 | 13 |
2 | 8 | 14 |
3 | 9 | 15 |
4 | 10 | 16 |
5 | 11 | 17 |
6 | 12 | 18 |