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LOBBYING REPORT |
Lobbying Disclosure Act of 1995 (Section 5) - All Filers Are Required to Complete This Page
2. Address
Address1 | 101 CONSTITUTION AVE., NW #816 WEST |
Address2 | |
City | WASHINGTON |
State | DC |
Zip Code | 20001 |
Country | USA |
3. Principal place of business (if different than line 2)
City | Minneapolis |
State | MN |
Zip Code | 55474 |
Country | USA |
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5. Senate ID# 302313-12
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6. House ID# 378270000
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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: Denise Ferguson, Vice President, Government Affairs |
Date | 04/17/2008 |
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 BAN
16. Specific lobbying issues
H.R. 3915 Mortgage Reform and Anti-predatory Lending Act of 2007; provisions affecting registration & licensing of bank employees, mortgage lending standards, and securitization
H.R. 5244 - Credit Cardholders' Bill of Rights Act of 2008; entire bill
H.R. 5546 Credit Card Fair Fee Act of 2008; provisions relating to interchange fees
S. 1299 Borrowers Protection Act of 2007; entire bill
S. 2452 - Home Ownership Preservation & Protection Act of 2007; entire bill
S. 2753 - Credit Card Reform Act of 2008; entire bill
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 |
Denise |
Ferguson |
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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 BNK
16. Specific lobbying issues
H.R. 3221 - The Foreclosure Prevention Act of 2008; provisions relating to bankruptcy
H.R. 3609 - Emergency Home Ownership and Mortgage Equity Protection Act; provisions relating to bankruptcy
S. 2133 Homeowners Mortgage & Equity Savings (HOME); provisions relating to bankruptcy
S. 2136 Helping Families Save Their Homes in Bankruptcy Act of 2007; provisions relating to bankruptcy
S. 2636 - the Foreclosure Prevention Act of 2008 provisions relating to financial services industry; provisions relating to bankruptcy and housing tax incentives
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 |
Denise |
Ferguson |
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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
S.1145 - The Patent Reform Act; entire bill
17. House(s) of Congress and Federal agencies Check if None
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 |
Denise |
Ferguson |
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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
H.R. 948 - Social Security Number Protection Act; provisions relating to financial services
H.R. 958 The Data Accountability & Trust Act (DATA); provisions relating to financial services industry
H.R.1443 - Consumer Fairness Act of 2007; provisions relating to securities and banking industries
H.R.1525 - Internet Spyware (I-SPY) Prevention Act; provisions relating to financial services industry
H.R.1685 Data Security Act of 2007; provisions relating to financial services industry
H.R. 3010 - Arbitration Fairness Act of 2007; provisions relating to securities and banking industries
H.R. 3046 Social Security Number Privacy and Identity Theft Prevention Act of 2007; provisions relating to financial services industry
H.R. 3225 - Mutual Fund Fees Reform Act; entire bill
H.R. 5611 - The National Association Of Registered Agents And Brokers (NARAB) Reform Act; entire bill
S. 208 - Social Security Account Number Protection Act; provisions relating to financial services industry
S. 239 - The Notification of Risk to Personal Data Act; provisions relating to financial services industry
S. 495 - The Personal Data Privacy and Security Act; provisions relating to financial services industry
S. 806 Consumer Protection & ID Act; provisions relating to financial services industry
S. 1135 - The Fair Arbitration Act of 2007; provisions relating to securities and banking industry
S. 1178 - Identity Theft Protection Act; provisions relating to financial services industry
S. 1181 Shareholder Vote on Executive Compensation Act; entire bill
S. 1202 Personal Data Protection Act; provisions relating to financial services industry
S. 1260 - Data Security Act of 2007; provisions relating to financial services industry
S. 1782 Arbitration Fairness Act of 2007; provisions relating to securities and banking industry
S. 2124 Federal Agency Data Breach Protection Act; provisions relating to financial services industry
S. 2168 Identify Theft Enforcement and Restitution Act of 2007; provisions relating to financial services industry
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 |
Denise |
Ferguson |
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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
H.R. 1424 - Paul Wellstone Mental Health & Addiction Equity Act of 2007; provisions affecting employer health benefit requirements
H.R. 1693 Wired for Health Care Quality Act; provisions relating to employer health benefit plans
H.R. 1753 Healthy Workforce Act; tax provisions relating to business wellness pgms
H.R. 3800 - Promoting Health Information Technology Act; provisions relating to employee health benefit plans
H.R. 4848 - a bill to extend the current application of mental health parity law for one year through 2008; entire bill
S. 558 Mental Health Parity Act; entire bill
S. 1693 - Wired for Health Care Quality Act; amendment to extend HIPAA to employer health benefit plans
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 |
Denise |
Ferguson |
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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
H.R. 493 - Genetic Information Nondiscrimination Act of 2007; provisions applicable to insurance companies
H.R. 920 Multiple Peril Insurance Act; provisions relating to wind coverage
H.R. 3121 Flood Insurance Reform & Modernization Act of 2007; entire bill
H.R. 3200 National Insurance Act of 2007; entire bill
H.R. 3355 - Homeowners Defense Act; provisions relating to state reserves and underwriting requirements
H.R. 5633 - Nondiscriminatory Use of Consumer Reports and Consumer Information Act of 2008; provisions affecting the insurance industry
S. 40 - National Insurance Act of 2007; entire bill
S. 334 - Healthy Americans Act; provisions applicable to long-term care
S. 358 - Genetic Information Nondiscrimination Act of 2007; provisions applicable to employers benefit plans
S. 618 - Insurance Industry Competition Act of 2007; entire bill
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 |
Denise |
Ferguson |
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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
H.R. 2831 Lilly Ledbetter Fair Pay Act of 2007; entire bill
H.R. 5515 - New Employee Verification Act; provisions relating to employer verification requirements
S. 2044 - Independent Contractor Proper Classification Act of 2007; entire bill
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 |
Denise |
Ferguson |
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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
H.R. 2167 - Automatic IRA Act of 2007; entire bill
H.R. 2205 - Retirement Security for Life Act of 2007; entire bill
H.R. 3185 - Fair Disclosure for Retirement Security Act of 2007; entire bill
H.R. 3361 Pension Protection Technical Corrections Act of 2007; entire bill
H.R. 3765 - Defined Contribution Plan Fee Transparency Act of 2007; entire bill
H.R. 4150 - Lifetime Pension Annuity for You Act of 2007; entire bill
H.R. 5160 The Small Businesses Add Value for Employees Act (SAVE); entire bill
S. 708 Health Care and Training for Older Workers; provisions relating to employers
S. 709 Older Worker Opportunity Act of 2007; provisions relating to retirement savings
S. 819 Public Good IRA Rollover Act of 2007; entire bill
S. 1010 - Retirement Security for Life Act of 2007; entire bill
S. 1141 - Automatic IRA Act of 2007; entire bill
S. 1288 - Womens Retirement Security Act of 2007; provisions relating to IRAs, DC, and required minimum distribution
S. 1725 Restoring Pension Promises to Workers Act of 2007; entire bill
S. 1809 Long Term Care Act; entire bill
S. 1974 Pension Protection Technical Corrections Act of 2007; entire bill
S. 2473 Defined Contribution Fee Disclosure Act; entire bill
S. 2794 - Senior Investor Protection Act of 2008; entire bill
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, 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 |
Denise |
Ferguson |
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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
H.R. 878 Simplification Through Additional Reporting Tax Act of 2007; entire bill
H.R. 1810 - To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies; entire bill
H.R. 1820 - Tax Equity for Health Plan Beneficiaries Act; entire bill
H.R. 2419 Food and Energy Security Act of 2007; possible need for revenue offsets, including Senate tax provisions
H.R. 2796 Generate Retirement Ownership Through Long-Term Holding Act of 2007, entire bill
H.R. 3501 - To amend the Internal Revenue Code of 1986 relating to application of UBIT rules to U.S.-based investments
H.R. 3970 - Tax Reduction and Reform Act of 2007; provisions relating to individual and corporate rates and dividends received deduction
H.R. 3997 - Heroes Earnings Assistance and Relief Tax Act of 2007; provisions relating to retirement savings
H.R. 4912 - To amend the Internal Revenue Code of 1986 with respect to the treatment of prepaid derivative contracts; provisions relating to exchange traded notes
S. 601 - Simplification Through Additional Reporting Tax Act of 2007; entire bill
S. 636 Reduce Wasteful Tax Forms Act of 2007; entire bill
S. 1556 - Tax Equity for Domestic Partner and Health Plan Beneficiaries Act; entire bill
S. 1593 - Defenders of Freedom Tax Relief Act; provisions relating to retirement savings
S. 1726 The Business Activity Tax Simplification Act; entire bill
S. 2126 - Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007; entire bill
S. 2242 - Heartland, Habitat, Harvest, and Horticulture Act of 2007; tax title
P.L. 110-185 Recovery Rebates and Economic Stimulus for the American People Act of 2008
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 |
Denise |
Ferguson |
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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 |