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LOBBYING REPORT |
Lobbying Disclosure Act of 1995 (Section 5) - All Filers Are Required to Complete This Page
2. Address
| Address1 | 1455 Pennsylvania Avenue |
Address2 | Suite 400 |
| City | Washington |
State | DC |
Zip Code | 20004 |
Country | USA |
3. Principal place of business (if different than line 2)
| City | Omaha |
State | NE |
Zip Code | 68175 |
Country | USA |
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5. Senate ID# 26284-12
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6. House ID# 319910000
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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. | ||||||||
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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 |
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| Signature | Digitally Signed By: Stacy Scholtz, Executive Vice President |
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 INS
16. Specific lobbying issues
S. 2794 - Senior Investor Protection Act of 2008 - Provisions to protect older Americans from misleading and fraudulent marketing practices, with the goal of increasing retirement security.
S. 1010 - Retirement Security for Life Act of 2007 - Provisions to amend the IRC to provide tax incentives for Americans purchasing annuities that offer guaranteed income for life.
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 |
Melissa |
Rewinkel |
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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
S. 40 - National Insurance Act of 2007 - Provisions to authorize the issuance of Federal charters and licenses for carrying on the sale, solicitation, negotiation and underwriting of insurance or any other insurance operations.
S. 2268 - Long Term Care Insurance Integrity Act of 2007 - Provisions to require issuers of long term care insurance to establish third party review processes for disputed claims.
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 |
Melissa |
Rewinkel |
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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
S 2337 - Long Term Care Affordability and Security Act - Provisions to amend the IRC of 1986 to allow long term care insurance to be offered under cafeteria plans and flexible spending arrangements and to provide additional consumer protections for long term care insurance.
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 |
Melissa |
Rewinkel |
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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
S. 1809 - Long Term Care Act of 2007 - Provisions to amend the IRC to provide that distributions from an individual retirement plan, a section 401(k) plan, a section 403(b) contract or a Section 457 plan shall not be includible in gross income to the extent used to pay long term care insurance premiums.
S. 2473 - Defined Contribution Fee Disclosure Act - Provisions to amend ERISA to provide special reporting and disclosure rules.
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 |
Melissa |
Rewinkel |
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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
HR 2205 - Retirement Security Act of 2007 - Provisions to amend the IRC to provide tax incentives for Americans purchasing annuities that offer guaranteed income for life.
HR 2582 - Qualified Long Term Care Fairness Act of 2007 - Provisions to amend the IRC to allow a deduction for qualified long term care services in computing adjusted gross income.
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 |
Melissa |
Rewinkel |
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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
HR 3200 National Insurance Act of 2007 - Provisions to authorize the issuance of Federal charters and licenses for carrying on the sale, solicitation, negotiation and underwriting of insurance or any other insurance operations.
HR 5611 - National Association of Registered Agents and Brokers Reform Act of 2008 - Provisions to create an association to provide uniform licensing, continuing education, and other insurance producer requirements applied on multi-state basis.
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 |
Melissa |
Rewinkel |
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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
S 3327 - Empowered at Home Act of 2008 - A bill to amend Title XIX of the Social Security Act to improve the State plan amendment option for providing home and community-based services under the Medicaid program and other purposes.
S 2741 - Disability Savings Act of 2008 - Provisions to allow a tax exemption for disability savings accounts with value of $250,000 or less and are established for disabled beneficiaries.
17. House(s) of Congress and Federal agencies Check if None
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 |
Melissa |
Rewinkel |
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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
S. 1693 - Wired for Health Care Quality Act - Proposed provisions relating to privacy and security.
S. 3284 - Amend the IRC of 1986 to permanently extend the estate tax as in effect in 2009.
HR 7212 Empowerd at Home Act of 2008 - A bill to amend Title XIX of the Social Security Act to improve state plan amendment option for providing home and community-based services under the Medicaid program and other purposes.
17. House(s) of Congress and Federal agencies Check if None
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 |
Melissa |
Rewinkel |
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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 FAM
16. Specific lobbying issues
S 2743 - Financial Security Accounts for Individuals with Disabilities Act - Provisions to establish tax-exempt financial security accounts for individuals with disabilities to pay expenses related to education, medical care and employment training.
17. House(s) of Congress and Federal agencies Check if None
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 |
Melissa |
Rewinkel |
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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 5804 - Taxpayer Responsibility, Accountability and Consistency Act of 2008 - Provisions to modify rules relating to the treatment of individuals as independent contractors or employees.
17. House(s) of Congress and Federal agencies Check if None
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 |
Melissa |
Rewinkel |
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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
HR 4105 - Medicare Recovery Audit Contractor Program Moratorium Act of 2007 - Provisions to suspend for 1 year the Medicare Recovery Audit Contractor Program.
HR 6142 - ERISA Preemption provisions - Provisions to create exemption from ERISA's preemption provision to allow state causes of action to recover damages for failure to timely deliver DI benefits.
17. House(s) of Congress and Federal agencies Check if None
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 |
Melissa |
Rewinkel |
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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
HR 3363 Long Term Care Affordability and Security Act - Provisions to amend the IRC of 1986 to allow long term care insurance to be offered under cafeteria plans and flexible spending arrangements and to provide additional consumer protections for long term care insurance
HR 5840 Insurance Information Act of 2008-Provision to establish a federal office of insurance information.
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 |
Melissa |
Rewinkel |
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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
HR 3088 Long Term Care Act of 2007-Provisions to amend the IRC to provide that distributions from an individual retirement plan, a Section 401(k) plan, a section 403(b) contact or a Section 457 plan shall not be includible in gross income to the extent used to pay long term care insurance premiums.
HR 4150-Lifetime Pension Annuity -Provisions to amend IRC to encourage lifetime income payments
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 |
Melissa |
Rewinkel |
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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 FAM
16. Specific lobbying issues
HR 2370 - Financial Security Accounts for Individuals with Disabilities Act of 2008 - Provisions to establish tax-exempt financial security accounts for individuals with disabilities to pay for expenses related to education, medical care and employment training.
17. House(s) of Congress and Federal agencies Check if None
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 |
Melissa |
Rewinkel |
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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
HR 3765 Defined Contribution Plan Fee Transparency Act of 2007 - Provisions to amend the IRC to provide transparency with respect to fees and expenses charged to patient-directed defined contribution plans.
HR 3185 401(k) Fair Disclosure for Retirement Security Act of 2007 - Provisions to amend ERISA to provide special reporting and disclosure rules for individual account plans.
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 |
Melissa |
Rewinkel |
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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
HR 6142 ERISA Preemption provisions to create exemption from ERISA's preemption provision to allow state causes of action to recover damages for failure to timely deliver DI benefits.
HR 3997 Heroes Earnings Assistance and Relief Tax Act of 2007 - to amend the IRC of 1986 to provide tax relief and protections for military personnel and other purposes. Original House vehicle for the Emergency Economic Stabilization Act of 2008.
17. House(s) of Congress and Federal agencies Check if None
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 |
Melissa |
Rewinkel |
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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
HR 6331 Medicare Improvements for Patients and Providers Act of 2008 - To amend Titles XVII and XIX of the Social Security Act to extend expiring provisions under the Medicare Program, to improve beneficiary access to preventive and mental health services, to enhance low-income benefit programs, and to maintain access to care in rural areas, including pharmacy access, 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 |
Melissa |
Rewinkel |
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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
HR 6499 - Sensible Estate Tax Act of 2008 - To amend the IRC of 1986 to reform the estate and gift tax.
HR 6600 - Medicare Identity Theft Prevention Act of 2008 - To amend Title II of the Social Security Act to prohibit the inclusion of Social Security account numbers on Medicare cards.
17. House(s) of Congress and Federal agencies Check if None
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 |
Melissa |
Rewinkel |
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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
HR 7327 - Worker, Retiree and Employer Recovery Act of 2008 - To make technical corrections related to the Pension Protection Act of 2006 and provide 2009 Required Minimum Distribution relief.
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 |
Melissa |
Rewinkel |
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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 ECN
16. Specific lobbying issues
HR 7321 - Auto Industry Refinancing and Restructuring Act. To authorize financial assistance to eligible automobile manufacturers.
17. House(s) of Congress and Federal agencies Check if None
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 |
Melissa |
Rewinkel |
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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 1424 Division A- Emergency Stabilization Act of 2008, Division C - Tax Extenders and Alternative Minimum Tax Relief Act of 2008 - To provide authority for the Federal Government to purchase and insure certain types of troubled assets for the purposes of providing stability and preventing disruption in the economy and financial system and protecting taxpayers, to amend the IRC of 1986 to provide incentives for energy production & conservation, to extend certain expiring provisions & provide income tax relief.
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 |
Melissa |
Rewinkel |
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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 384 - Troubled Asset Relief Program (TARP) Reform and Accountability Act - To amend current TARP provisions under the Emergency Economic Stabilization Act (EESA) and include new reporting and compliance requirements, enhanced restrictions on executive compensation, and corporate governance for entities receiving TARP funds. Limits use of TARP funds for mergers/acquisitions and includes foreclosure relief.
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 |
Melissa |
Rewinkel |
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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 |