|
LOBBYING REPORT |
Lobbying Disclosure Act of 1995 (Section 5) - All Filers Are Required to Complete This Page
2. Address
| Address1 | 228 Oakland Park Avenue |
Address2 |
|
| City | Columbus |
State | OH |
Zip Code | 43214 |
Country | USA |
3. Principal place of business (if different than line 2)
| City |
|
State |
|
Zip Code |
|
Country |
|
|
5. Senate ID# 401104840-12
|
||||||||
|
6. House ID# 440410001
|
||||||||
| TYPE OF REPORT | 8. Year | 2018 |
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 | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 12. Lobbying | 13. Organizations | ||||||||
| INCOME relating to lobbying activities for this reporting period was: | EXPENSE relating to lobbying activities for this reporting period were: | ||||||||
|
|
||||||||
|
|
||||||||
| 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: Carol Nolan Drake |
Date | 1/26/2019 1:38:35 PM |
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 BUD
16. Specific lobbying issues
H.R. 1205, the "Social Security Fairness Act of 2017, which repeals GPO and WEP.
S. 915, the Senate version of the Social Security Fairness Act of 2017, a bill to amend Title II of the Social Security Act and repeal GPO and WEP.
H.R. 6933, the Equal Treatment of Public Servants Act of 2018, which replaces the windfall elimination provision with a formula equalizing benefits for certain individuals with non-covered employment.
H.R. 5282, which is the companion bill to S. 2526, the Retirement Enhancement and Savings Act of 2018, or RESA, a bill introduced in March by Senator Orrin Hatch (R-UT). Senator Ron Wyden (D-OR) is a co-sponsor, on the bill to amend the Internal Revenue Code of 1986 to encourage retirement savings, and for other purposes.
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 |
Carol |
Nolan Drake |
|
Federal Liaison |
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
S. 2155, the Economic Growth, Regulatory Relief, and Consumer Protection Act.
HR 5756, the bill introduced on May 10, by Rep. Sean Duffy (R-WI), requires the SEC to adjust the resubmission thresholds for shareholder proposals.
H.R. 4015, known as the Corporate Governance Reform bill.
H.R. 6290, also called, PEPTA, was reintroduced by Rep. Devin Nunes (R-CA) on June 28. The bill would amend the Internal Revenue Code of 1986 to provide for reporting and disclosure by State and local public employee retirement pension plans.
S. 3614, the Corporate Governance Fairness Act, that would require the SEC to directly regulate proxy advisory firms, including Glass, Lewis & Co and Institutional Shareholder Services (ISS), which provide investors with research on corporate proxy issues for boards of directors, executive pay and shareholder proposals.
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 |
Carol |
Nolan Drake |
|
Federal Liaison |
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
S. 974, the Creating and Restoring Equal Access to Equivalent Samples, or CREATES Act, a bipartisan bill that would stop drug companies from delaying the introduction of less expensive generic drugs into the marketplace.
A Proposed Rule by the Internal Revenue Service, the Employee Benefits Security Administration, and the Health and Human Services Department on 10/29/2018, for Health Reimbursement Arrangements and Other Account-Based Group Health Plans, Document Citation:83 FR 54420
H.R. 5963, the Health Insurance Premium Reduction Act, as of July 4, to delay the reimposition of the Health Insurance Tax (HIT) annual fee on health insurance providers until after 2020.
H.R. 6496, the Continuing Coverage for Preexisting Conditions Act of 2018.
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Centers For Medicare and Medicaid Services (CMS), Internal Revenue Service (IRS), Labor - Dept of (DOL), Treasury - Dept of, Health & Human Services - Dept of (HHS)
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 |
Carol |
Nolan Drake |
|
Federal Liaison |
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. 6290, also called, PEPTA, was reintroduced by Rep. Devin Nunes (R-CA) on June 28. The bill would amend the Internal Revenue Code of 1986 to provide for reporting and disclosure by State and local public employee retirement pension plans.
The Joint Select Committee on Solvency of Multiemployer Pension Plans JCX-30-18. The Joint Select Committee on Solvency of Multiemployer Pension Plans has not scheduled any further hearings to date.
H.R. 1205, the "Social Security Fairness Act of 2017, which repeals GPO and WEP.
S. 915, the Senate version of the Social Security Fairness Act of 2017, a bill to amend Title II of the Social Security Act and repeal GPO and WEP.
H.R. 6933, the Equal Treatment of Public Servants Act of 2018, which replaces the windfall elimination provision with a formula equalizing benefits for certain individuals with non-covered employment.
H.R. 5282, which is the companion bill to S. 2526, the Retirement Enhancement and Savings Act of 2018, or RESA.
Discussion on Winfall Elimination Provision formula reform in the Ways and Means Committee.
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 |
Carol |
Nolan Drake |
|
Federal Liaison |
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 GOV
16. Specific lobbying issues
H.R. 6933, the Equal Treatment of Public Servants Act of 2018, which replaces the windfall elimination provision with a formula equalizing benefits for certain individuals with non-covered employment.
H.R. 1205, the Social Security Fairness Act of 2017, which would repeal the GPO and WEP.
Senator Sherrod Browns (D-OH) bill, S. 915, the Senate version of the Social Security Fairness Act of 2017.
H.R. 6290, the PEPTA bill, as reintroduced by Rep. Devin Nunes (R-CA).
Education on issues with applying the UBIT to any additional tax reform package before the end of the year, to require additional reporting by defined benefit plans on aggregated deferred compensation plan changes, to address the expiring tax extenders and make some of the temporary tax language from the earlier tax reform package permanent.
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 |
Carol |
Nolan Drake |
Carlow |
Federal Liaison |
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
| Address | 300 East Broad Street, Suite 100 |
||||||
| City | Columbus |
State | OH |
Zip Code | 43215-3746 |
Country | USA |
21. Client new principal place of business (if different than line 20)
| City |
|
State |
|
Zip Code |
|
Country |
|
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
|
|
||||||||
| 1 |
|
3 |
|
||||||
| 2 |
|
4 |
|
ISSUE UPDATE
24. General lobbying issue that no longer pertains
|
|
|
|
|
|
|
|
|
AFFILIATED ORGANIZATIONS
25. Add the following affiliated organization(s)
Internet Address:
| Name | Address |
Principal Place of Business (city and state or country) |
||||||||||||
| ||||||||||||||
|
||||||||||||||
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 | ||||||||||
| ||||||||||||||
|
% | |||||||||||||
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 |