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LOBBYING REPORT |
Lobbying Disclosure Act of 1995 (Section 5) - All Filers Are Required to Complete This Page
2. Address
| Address1 | 1400 L Street, N.W., Suite 350 |
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| City | Washington |
State | DC |
Zip Code | 20005-3531 |
Country | USA |
3. Principal place of business (if different than line 2)
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5. Senate ID# 13803-12
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6. House ID# 323180000
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| TYPE OF REPORT | 8. Year | 2016 |
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 |
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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: Annette Guarisco Fildes |
Date | 4/11/2016 1:23:12 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 HCR
16. Specific lobbying issues
Affordable Care Act, all provisions and related regulations, including repeal of ACA 40% excise tax; ACA Reporting (IRC 6055 and 6056); ACA Shared Responsibility for Employers Provisions; wellness issues; and out-of-pocket (OOP) limits related to cost sharing.
GINA (in conjunction with employer-based wellness programs).
ADA (in conjunction with employer-based wellness programs).
H.R. 30 - Save American Workers Act of 2015; all provisions.
H.R. 879 - Ax the Tax on Middle Class Americans' Health Plans Act; all provisions.
H.R. 1189 - Preserving Employee Wellness Programs Act; all provisions.
H.R. 1624 - Protecting Affordable Coverage for Employees Act.
H.R. 2029 - Consolidated Appropriations Act.
H.R. 2050 - Middle Class Health Benefits Tax Repeal Act of 2015.
H.R. 2066 - The Telehealth Enhancement Act.
H.R. 2516 - VETS Act of 2015.
H.R. 2712 - Commonsense Reporting and Verification Act of 2015.
H.R. 2725 - 21st Century Care for Military and Veterans Act.
H.R. 2911 - Small Business Healthcare Relief Act.
H.R. 2948 - Medicare Telehealth Parity Act of 2015.
H.R. 3081 - The Tele-Med Act.
H.R. 3112 - Be Open Act.
H.R. 3762 - Restoring Americans' Healthcare Freedom Reconciliation Act of 2015.
H.R. 4442 - The CONNECT for Health Act.
H.R. 4469 - Health Savings Act of 2016.
S. 30 - Forty Hours Is Full Time Act of 2015; healthcare provisions.
S. 305 - American Job Protection Act; all provisions.
S. 620 - Preserving Employee Wellness Programs Act; all provisions.
S. 1099 - Protecting Affordable Coverage for Employees Act or the PACE Act.
S 1697 - Small Business Healthcare Relief Act.
S. 1778 - The Tele-Med Act.
S. 1996 - Commonsense Reporting Act of 2015.
S. 2045 - Middle Class Health Benefits Tax Repeal Act of 2015.
S. 2075 - American Worker Health Care Tax Relief Act of 2015.
S. 2484 - The CONNECT for Health Act.
S. 2698 - Preserving Consumer Health Accounts Act of 2016
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Council of Economic Advisers (CEA), Equal Employment Opportunity Commission (EEOC), Health & Human Services - Dept of (HHS), Internal Revenue Service (IRS), Labor - Dept of (DOL), Natl Economic Council (NEC), 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 |
Annette |
Guarisco Fildes |
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Gretchen |
Young |
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Allison |
Wils |
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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
PBGC premiums
ERISA 420; all provisions.
H.R. 2656 - Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act; all provisions.
IRC 411 - Hybrid plan regulations and proposed regulations.
IRS Notice 2015-19 - Revisions to the Employee Plans Determination Letter Program.
IRS Notice 2015-49 - Use of Lump Sum Payments to Replace Lifetime Income Being Received By Retirees Under Defined Benefit Pension Plans.
General issues and regulations: pension and retirement proposals, cash balance, and related tax reform issues.
Department of Labor Definition of Fiduciary regulations.
De-risking defined benefit plans.
EEO-1 Form Changes
Frozen defined benefit plans and nondiscrimination testing.
Lifetime income illustrations on benefit statements.
Pension and Budget Integrity Act (PBIA)
Treasury and IRS proposals and final regulations implementing the cash balance and pension equity plan provisions of the Pension Protection Act of 2006 (PPA).
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor - Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), 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 |
Annette |
Guarisco Fildes |
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William |
Hansen |
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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 |