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LOBBYING REPORT |
Lobbying Disclosure Act of 1995 (Section 5) - All Filers Are Required to Complete This Page
2. Address
Address1 | 1201 F STREET, NW |
Address2 | SUITE 250 |
City | WASHINGTON |
State | DC |
Zip Code | 20004 |
Country | USA |
3. Principal place of business (if different than line 2)
City | Schaumberg |
State | IL |
Zip Code | 61906 |
Country | USA |
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5. Senate ID# 42193-12
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6. House ID# 307150000
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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. | ||||||||
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: Martin Feuer, Chief Compliance Officer |
Date | 01/20/2010 |
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. 1880, National Insurance Consumer Protection Act.
H.R. 4173, Wall Street Reform and Consumer Protection Act of 2009, and Chairman Dodd's financial services reform discussion draft, provisions on systemic risk and resolution provision and insurance oversight.
H.R. 3126, Consumer Financial Protection Agency Act of 2009, potential applicability to property/casualty insurance.
H.R. 2609, Insurance Information Act of 2009, and related proposals to create a Federal Insurance Office.
Efforts to limit the extension/expansion of the Treasury's Troubled Asset Relief Program (TARP) to the insurance sector or assign assessments.
H.R. 2571/S. 1363, Nonadmitted and Reinsurance Reform Act of 2009.
Proposals related to the Liability Risk Retention Act.
H.R. 3962, Affordable Healtcare for America Act, provisions related to the scope of legislation for accepted benefits.
S. 1796, Affordable Health Care Choices Act, provisions related to the scope of legislation for accepted benefits.
H.R. 3590, Patient Protection and Affordable Care Act, provisions related to the scope of legislation for accepted benefits.
H.R. 3596/S.1681, Health Insurance Antitrust Enforcement Act of 2009.
H.R. 2609, Insurance Information Act of 2009, and related proposals to create a Federal Insurance Office.
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, 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 |
Thomas |
McCrocklin |
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Rich |
Merski |
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Gregg |
Sheiowitz |
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Legis. Dir., Rep. Crowley; Legis. Asst., Rep. Rivers |
19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
ZURICH FINANCIAL SERVICES - interests are those of parent company.
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
S. 506/H.R. 1265, Stop Tax Haven Abuse Act, provisions naming countries, including Switzerland, as tax haven jurisdictions.
H.R. 3933/S. 1934, Foreign Account Tax Compliance Act of 2009, reporting and designation requirements.
H.R. 3424, legislation to alter tax treatment of legitimate foreign affiliate reinsurance transactions undertaken by U.S. subsidiaries of foreign parent corporations, and related Senate Finance Committee draft legislation.
Proposals to alter the limit on the amount of deductible executive compensation under Section 162(m) of the tax code.
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, 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 |
Thomas |
McCrocklin |
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Rich |
Merski |
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Gregg |
Sheiowitz |
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Legis. Dir., Rep. Crowley; Legis. Asst., Rep. Rivers |
19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
ZURICH FINANCIAL SERVICES - concerns over structural/financial impact of legislation.
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 TOR
16. Specific lobbying issues
S. 1606, Foreign Manufacturers Legal Accountability Act of 2009.
H.R. 3326, Department of Defense Approriations Act for FY 2010, provisions to void/repeal arbitration clauses pertaining to independent contrators.
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 |
Thomas |
McCrocklin |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
ZURICH FINANCIAL SERVICES - interests are those of parent company.
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 ENG
16. Specific lobbying issues
S. 1462, American Clean Energy Leadership Act of 2009; S. 1013, Department of Energy Carbon Capture and Sequestration Program Amendments Act of 2009; and H.R. 2998, American Clean Energy and Security Act of 2009; provisions to create an appropriate carbon capture sequestration liability framework.
S. 1502, Carbon Storage Stewardship Trust Fund Act of 2009, provisions related to financial assurance and liability regimes.
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 |
Thomas |
McCrocklin |
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Gregg |
Sheiowitz |
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Legis. Dir., Rep. Crowley; Legis. Asst., Rep. Rivers |
19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
ZURICH FINANCIAL SERVICES - interests are those of parent company.
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 ENV
16. Specific lobbying issues
Potential rules for financial assurance under environmental programs, specifically to hard-rock mining.
17. House(s) of Congress and Federal agencies Check if None
Bureau of Land Management (BLM)
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 |
Thomas |
McCrocklin |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
ZURICH FINANCIAL SERVICES - interests are those of parent company.
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
Proposals/inquiries concerning potential reconfiguration and administration of current Defense Base Act coverage.
H.R. 3596/S. 1681, Health Insurance Antitrust Enforcement Act of 2009.
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 |
Thomas |
McCrocklin |
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Gregg |
Sheiowitz |
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Legis. Dir., Rep. Crowley; Legis. Asst., Rep. Rivers |
19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
ZURICH FINANCIAL SERVICES - interests are those of parent company.
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. 3962, Affordable Healtcare for America Act, provisions related to the scope of legislation for accepted benefits.
S. 1796, Affordable Health Care Choices Act, provisions related to the scope of legislation for accepted benefits.
H.R. 3590, Patient Protection and Affordable Care Act, provisions related to the scope of legislation for accepted benefits.
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 |
Thomas |
McCrocklin |
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Rich |
Merski |
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Gregg |
Sheiowitz |
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Legis. Dir., Rep. Crowley; Legis. Asst., Rep. Rivers |
19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
ZURICH FINANCIAL SERVICES - interests are those of parent company.
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 |