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LOBBYING REPORT |
Lobbying Disclosure Act of 1995 (Section 5) - All Filers Are Required to Complete This Page
2. Address
| Address1 | 1111 NORTH CHARLES STREET |
Address2 | |
| City | BALTIMORE |
State | MD |
Zip Code | 21201 |
Country | USA |
3. Principal place of business (if different than line 2)
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State | |
Zip Code | |
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5. Senate ID# 44093-12
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6. House ID# 343550000
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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. | ||||||||
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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: JASON D. KAUNE, ATTORNEY & AGENT FOR FILER |
Date | 04/20/2009 |
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
HR 1: AMERICAN RECOVERY AND REINVESTMENT ACT OF 2009; PRIVACY ISSUES
HCR 89: SUPPORTING THE GOALS AND OBJECTIVES OF THE PRAGUE CONFERENCE ON HOLOCAUST ERA ASSETS; HOLOCAUST CLAIMS
HR 1039: PROMOTING HEALTH INFORMATION TECHNOLOGY ACT OF 2009; PRIVACY ISSUES
HR 1754/S 664: FINANCIAL SYSTEM STABILIZATION AND REFORM ACT OF 2009; REGULATORY REFORM
HR 1880: NATIONAL INSURANCE CONSUMER PROTECTION ACT; REGULATORY REFORM
S 179: HEALTH INFORMATION TECHNOLOGY ACT OF 2009; PRIVACY ISSUES
S 444: NATIONAL HEALTH INFORMATION TECHNOLOGY AND PRIVACY ADVANCEMENT ACT OF 2009; PRIVACY ISSUES
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 |
JEANNE |
DE CERVENS |
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N/A |
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BYRON |
ANDERSON |
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N/A |
19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
HCR 89: RELATED TO DISCLOSURE IMPACTING AEGON USA, INC.'S COMPANIES RESULTING FROM HOLOCAUST ERA INSURANCE CLAIMS RELATED TO POLICIES ISSUED BY PARENT COMPANY, AEGON NV
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
HR 897: LONG-TERM CARE AND RETIREMENT SECURITY ACT OF 2009; LTC IN CAFETERIA AND FSA; ABOVE THE LINE
DEDUCTIONS FOR LTC PREMIUMS
HR 1424: EMERGENCY ECONOMIC STABILIZATION ACT OF 2008; EXECUTIVE COMMISSION RESTRICTIONS AND 401
(K) ASSET RECOVERY
HR 1721/S 697: COMMUNITY LIVING ASSISTANCE SERVICES AND SUPPORTS ACT; REFORM OF LTC FINANCING
HR 1961: SAVINGS FOR AMERICAN FAMILIES' FUTURE ACT OF 2009; SAVER'S CREDIT
HR 2419: FARM BILL EXTENSION ACT OF 2007; ROTH TREATMENTS FOR 457 CONTRACTS
HR 2831: LEDBETTER FAIR PAY ACT OF 2007; CIVIL PENALTY IMPACT ON RETIREMENT PLANS
HR 3185: FAIR DISCLOSURE FOR RETIREMENT SECURITY ACT OF 2007; RETIREMENT PLAN FEE DISCLOSURE
HR 3361: PENSION PROTECTION TECHNICAL CORRECTIONS ACT OF 2007; TECHNICAL CORRECTIONS TO PPA
HR 3765: DEFINED CONTRIBUTION PLAN FEE TRANSPARENCY ACT OF 2007; RETIREMENT PLAN FEE DISCLOSURE
HR 3997: HEROES EARNINGS ASSISTANCE AND RELIEF TAX ACT OF 2007; MILITARY ACCESS TO RETIREMENT
MONIES
HR 5160: SMALL BUSINESSES ADD VALUES FOR EMPLOYEES ACT OF 2008; EXPAND PENSION COVERAGE
HR 6143: PENSION PROTECTION ACT ERISA AMENDMENTS OF 2008; RETIREMENT PLAN MODIFICATION
HR 6357: PRO (TECH) T ACT OF 2008; PROTECTING RECORDS; OPTIMIZING TREATMENTS; EASING COMMUNICATIONS THROUGH HEALTHCARE TECHNOLOGY; ALL PROVISIONS
HR 6382: PENSION PROTECTION TECHNICAL CORRECTIONS ACT OF 2008; RETIREMENT PLAN MODICIATIONS
HR 6708/S 3278: TO AMEND THE INTERNAL REVENUE CODE OF 1986 TO PROVIDE THAT NO LOAN MAY BE MADE FROM A QUALIFIED EMPLOYER PLAN USING REVOLVING CREDIT ARRANGEMENTS AND TO LIMIT THE NUMBER OF LOANS THAT MAY BE MADE FROM A QUALIFIED EMPLOYER PLAN TO A PARTICIPANT OR BENEIFICARY; LIMIT ON WITHDRAWAL OF RETIREMENT PLANS
HR 3765: DEFINED CONTRIBUTION PLAN FEE TRANSPARENCY ACT OF 2007; RETIREMENT PLAN FEE DISCLOSURE
HR 7242: PENSION PROTECTION ACT IRC AMENDMENTS OF 2008; LTC AND ANNUITY CLARIFICATION; TAX FREE EXCHANGE PROVISIONS OF LTC
HR 7327: WORKER, RETIREE, AND EMPLOYER RECOVERY ACT OF 2008; RETIRMENT PLAN MODIFICATION
SCR 13: AN ORIGINIAL CONCURRENT RESOLUTION SETTING FORTH THE BUDGET FOR THE UNITED STATES GOVERNMENT FOR FISCAL YEAR 2010; SAVER'S CREDIT; AUTO IRA'S.
S 207: HEALTH INSURANCE TAX RELIEF ACT; ALLOW LONG TERM CARE INSURANCE TO BE OFFERED IN EMPLOYER SPONSORED CAFETERIA PLANS AND FSA.
S 401: DEFINED CONTRIBUTION FEE DISCLOSURE ACT OF 2009; 401 (K) FEE DISCLOSURE
S 434: EMPOWERED AT HOME ACT OF 2009; ALLOW ABOVE THE LINE TAX DEDUCTION FOR LTC PREMIUMS; ALLOW LTC TO BE OFFERED IN CAFETERIA/FSA PLANS
S 1087: FAIR PAY ACT OF 2007; CIVIL PENALTY IMPACT ON RETIREMENT PLANS
S 1974: PENSION PROTECTION TECHNICAL CORRECTIONS ACT OF 2007; TECHNICAL CORRECTIONS TO PPA
S 2473: DEFINED CONTRIBUTION FEE DISCLOSURE ACT OF 2007; RETIREMENT PLAN FEE DISCLOSURE
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 |
JEANNE |
DE CERVENS |
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N/A |
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BYRON |
ANDERSON |
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N/A |
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 1944: TO AMEND THE INTERNAL REVENUE CODE OF 1986 TO PERMANENTLY EXTEND THE SUBPART F
EXEMPTION FOR ACTIVE FINANCING INCOME
HR 2205/S 1010: RETIREMENT SECURITY FOR LIFE ACT OF 2007; TAX INCENTIVE FOR NON-QUALIFIED ANNUITIES
S 207: HEALTH INSURANCE TAX RELIEF ACT; ALLOWS LONG TERM CARE INSURANCE TO BE OFFERED IN EMPLOYER
SPONSORED CAFETERIA PLANS AND FSA
S 1288: WOMEN'S RETIREMENT SECURITY ACT OF 2007; FEDERAL TAX TREATMENT OF ANNUITIES
S 3952: AUTOMATIC IRA ACT OF 2007; EXPAND PENSION COVERAGE
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 |
JEANNE |
DE CERVENS |
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N/A |
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BYRON |
ANDERSON |
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N/A |
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WILLIAM |
WALDIE |
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N/A |
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 |