|
LOBBYING REPORT |
Lobbying Disclosure Act of 1995 (Section 5) - All Filers Are Required to Complete This Page
2. Address
Address1 | 1 Primerica Parkway |
Address2 |
|
City | Duluth |
State | GA |
Zip Code | 30099-0001 |
Country | USA |
3. Principal place of business (if different than line 2)
City |
|
State |
|
Zip Code |
|
Country |
|
|
5. Senate ID# 400305428-12
|
||||||||
|
6. House ID# 401950000
|
TYPE OF REPORT | 8. Year | 2023 |
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: Karen Sukin |
Date | 1/19/2024 4:31:12 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 LBR
16. Specific lobbying issues
RIN 1235-AA43, Department of Labor, Wage and Hour Division, Proposed Rulemaking on Employee or Independent Contractor Classification Under the Fair Labor Standards Act; H.R.20/S.567, Richard L. Trumka Protecting the Right to Organize Act of 2023.
17. House(s) of Congress and Federal agencies Check if None
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 |
Greg |
Thomas |
|
LD-Rep. Mick Mulvaney & DepCoS/LD-Rep. Gresham Barrett |
|
Alyssa |
Morrissey |
|
|
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 CSP
16. Specific lobbying issues
Federal Trade Commission File Number R111003, Advanced Notice of Proposed Rulemaking on Earnings Claims; RIN 3084-AB04, Federal Trade Commission Regulatory Review and Advanced Notice of Proposed Rulemaking on Business Opportunity Rule; RIN 3084-AB74, Federal Trade Commission, Notice of Proposed Rulemaking on Non-Compete Clause Rule; H.R. 1165, Data Privacy Act of 2023.
17. House(s) of Congress and Federal agencies Check if None
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 |
Greg |
Thomas |
|
LD-Rep. Mick Mulvaney & DepCoS/LD- Rep. Gresham Barrett |
|
Alyssa |
Morrissey |
|
|
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
P.L. 117-328, Consolidated Appropriations Act of 2023, Division T, SECURE 2.0 Act of 2023; RIN 1210-AC02, Department of Labor, Employee Benefits Security Administration, Proposed Rulemaking Retirement Security Rule: Definition of an Investment Advice Fiduciary; ZRIN 1210-ZA32, Department of Labor, Employee Benefits Security Administration, Proposed Amendment to Prohibited Transaction Exemption 2020-02; ZRIN 1210-ZA33, Department of Labor, Employee Benefits Security Administration, Proposed Amendment to Prohibited Transaction Exemption 84-24; ZRIN 1210-ZA34, Department of Labor, Employee Benefits Security Administration, Proposed Amendments to Prohibited Transaction Exemptions 75-1, 77-4, 80-83, 83-1, and 86-128.
17. House(s) of Congress and Federal agencies Check if None
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 |
Greg |
Thomas |
|
LD- Rep. Mick Mulvaney & DepCoS/LD- Rep. Gresham Barrett |
|
Alyssa |
Morrissey |
|
|
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
RIN 3235-AM87, Securities and Exchange Commission, Proposed Rule on The Enhancement and Standardization of Climate-Related Disclosures for Investors; RIN 3235-AN26, Securities and Exchange Commission, Proposed Rule on Regulation S-P: Privacy of Consumer Financial Information and Safeguarding Customer Information; RIN 3235-AN15, Securities and Exchange Commission, Proposed Rule on Cybersecurity Risk Management Rule for Broker-Dealers, Clearing Agencies, Major Security-Based Swap Participants, the Municipal Securities Rulemaking Board, National Securities Associations, National Securities Exchanges, Security-Based Swap Data Repositories, Security-Based Swap Dealers, and Transfer Agents; RIN 3235-AN08, Securities and Exchange Commission, Cybersecurity Risk Management for Investment Advisers, Registered Investment Companies, and Business Development Companies, Reopening of Comment Period; RIN 3235-AN00, Securities and Exchange Commission, Conflicts of Interest Associated with the Use of Predictive Data Analytics by Broker-Dealers and Investment Advisers; RIN 3235-AM98, Securities and Exchange Commission, Open-End Fund Liquidity Risk Management Programs and Swing Pricing; Form N-PORT Reporting; RIN 3235-AM89, Securities and Exchange Commission, Cybersecurity Risk Management, Strategy, Governance, and Incident Disclosure.
17. House(s) of Congress and Federal agencies Check if None
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 |
Greg |
Thomas |
|
LD-Rep. Mick Mulvaney & DepCoS/LD - Rep. Gresham Barrett |
|
Alyssa |
Morrissey |
|
|
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. 5707, Secure Family Futures Act of 2023
17. House(s) of Congress and Federal agencies Check if None
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 |
Greg |
Thomas |
|
LD- Rep. Mick Mulvaney & DepCoS/LD- Rep. Gresham Barrett |
|
Alyssa |
Morrissey |
|
|
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
RIN 0938-AV24, Center for Medicare and Medicaid Services, Medicare Program, Contract Year 2025 Policy and Technical Changes to the Medicare Advantage Program, Medicare Prescription Drug Benefit Program, Medicare Cost Plan Program, and Programs of All-Inclusive Care for the Elderly, Health Information Technology Standards and Implementation Specifications.
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 |
Greg |
Thomas |
|
LD- Rep. Mick Mulvaney & DepCoS/LD- Rep. Gresham Barrett |
|
Alyssa |
Morrissey |
|
|
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 |
|
||||||
City |
|
State |
|
Zip Code |
|
Country |
|
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 |
CONVICTIONS DISCLOSURE
29. Have any of the lobbyists listed on this report been convicted in a Federal or State Court of an offense involving bribery,
extortion, embezzlement, an illegal kickback, tax evasion, fraud, a conflict of interest, making a false statement, perjury, or money laundering?
Lobbyist Name | Description of Offense(s) |