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LOBBYING REPORT |
Lobbying Disclosure Act of 1995 (Section 5) - All Filers Are Required to Complete This Page
2. Address
Address1 | 720 EAST WISCONSIN AVENUE |
Address2 | |
City | MILWAUKEE |
State | WI |
Zip Code | 53202 |
Country | USA |
3. Principal place of business (if different than line 2)
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5. Senate ID# 29607-12
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6. House ID# 312960000
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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. | ||||||||
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: Michael L. Youngman, Vice President - Government Relations |
Date | 07/16/2009 |
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 CSP
16. Specific lobbying issues
See attachment.
CSP Second Quarter Report 2009
H.R. 200 - Helping Families Save Their Homes in Bankruptcy Act of 2009. Issue: Bankruptcy Mortgage Modification.
H.R. 225 - Emergency Homeownership and Equity Protection Act. Issue: Bankruptcy Mortgage Modification
H.R. 384 TARP Reform and Accountability Act of 2009. Issue: Regulatory Reform.
H.R. 703 - To promote bank liquidity and lending through deposit insurance, the HOPE for Homeowners Program, and other enhancements. Issue: Bankruptcy Mortgage Modification.
H.R. 788 To provide a safe harbor for mortgage servicers who engage in specified mortgage loan modifications, and for other purposes. Issue: Bankruptcy Mortgage Modification.
H.R. 977 Derivatives Markets Transparency and Accountability Act of 2009. Issue: Regulatory Reform.
H.R. 1039 - Promoting Health Information Technology Act of 2009. Issue: Privacy.
H.R. 1705 - the Financial Product Safety Commission Act Issue: Regulatory reform
H.R. 1754 - Financial System Stabilization and Reform Act of 2009. Issue: Regulatory Reform.
H.R. 1880 - National Insurance Consumer Protection Act. Issue: Regulatory Reform.
H.R. 2221 - the "Data Accountability and Trust Act." Issue: Data Security Breach
H.R. 2571 - the "Nonadmitted and Reinsurance Reform Act of 2009" issue: Regulatory reform
H.R. 2609 - the "Insurance Information Act of 2009," Issue: Regulatory reform.
H.R. 2733 - the "Fixed Indexed Annuities and Insurance Products Classification Act of 2009." Issue: SEC Rule 151A
H.RES. 53 - Providing for the consideration of the bill (H.R. 384) to reform the Troubled Assets Relief Program of the Secretary of the Treasury and ensure accountability under such Program. Issue: Regulatory Reform.
H.RES. 62 - Providing for further consideration of the bill (H.R. 384) to reform the Troubled Assets Relief Program of the Secretary of the Treasury and ensure accountability under such Program, and for other purposes. Issue: Regulatory Reform.
S. 61 - Helping Families Save Their Homes in Bankruptcy Act of 2009. Issue: Bankruptcy Mortgage Modification.
S. 179 - Health Information Technology Act of 2009. Issue: Privacy
S. 344 - Hedge Fund Transparency Act. Issue: Regulatory Reform.
S. 444 - National Health Information Technology and Privacy Advancement Act of 2009. Issue: Privacy
S. 566 - Financial Product Safety Commission Act of 2009. Issue: Regulatory Reform
S. 664 - Financial System Stabilization and Reform Act of 2009. Issue: Regulatory Reform.
S. 1363 - the "Nonadmitted and Reinsurance Reform Act of 2009" issue: Regulatory reform
S. 1389 - the "Indexed Annuities and Insurance Products Classification Act of 2009" Issue: SEC Rule 151A
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 |
Michael |
Youngman |
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Douglas |
Bates |
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Steven |
Radke |
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Alison |
Watson |
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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 FIN
16. Specific lobbying issues
See attachment.
FIN Second Quarter Report 2009
H.R. 200 - Helping Families Save Their Homes in Bankruptcy Act of 2009. Issue: Bankruptcy Mortgage Modification.
H.R. 225 - Emergency Homeownership and Equity Protection Act. Issue: Bankruptcy Mortgage Modification
H.R. 384 TARP Reform and Accountability Act of 2009. Issue: Regulatory Reform.
H.R. 703 - To promote bank liquidity and lending through deposit insurance, the HOPE for Homeowners Program, and other enhancements. Issue: Bankruptcy Mortgage Modification.
H.R. 788 To provide a safe harbor for mortgage servicers who engage in specified mortgage loan modifications, and for other purposes. Issue: Bankruptcy Mortgage Modification.
H.R. 977 Derivatives Markets Transparency and Accountability Act of 2009. Issue: Regulatory Reform.
H.R. 1039 - Promoting Health Information Technology Act of 2009. Issue: Privacy.
H.R. 1705 - the Financial Product Safety Commission Act Issue: Regulatory reform
H.R. 1754 - Financial System Stabilization and Reform Act of 2009. Issue: Regulatory Reform.
H.R. 1880 - National Insurance Consumer Protection Act. Issue: Regulatory Reform.
H.R. 2221 - the "Data Accountability and Trust Act." Issue: Data Security Breach
H.R. 2571/ S. 1363 - the "Nonadmitted and Reinsurance Reform Act of 2009" issue: to stream line reinsurance regulation.
H.R. 2609 - the "Insurance Information Act of 2009," Issue: Regulatory reform.
H.R. 2733 - the "Fixed Indexed Annuities and Insurance Products Classification Act of 2009." Issue: SEC Rule 151A
H.RES. 53 - Providing for the consideration of the bill (H.R. 384) to reform the Troubled Assets Relief Program of the Secretary of the Treasury and ensure accountability under such Program. Issue: Regulatory Reform.
H.RES. 62 - Providing for further consideration of the bill (H.R. 384) to reform the Troubled Assets Relief Program of the Secretary of the Treasury and ensure accountability under such Program, and for other purposes. Issue: Regulatory Reform.
S. 61 - Helping Families Save Their Homes in Bankruptcy Act of 2009. Issue: Bankruptcy Mortgage Modification.
S. 179 Health Information Technology Act of 2009. Issue: Privacy
S. 344 Hedge Fund Transparency Act. Issue: Regulatory Reform.
S. 444 National Health Information Technology and Privacy Advancement Act of 2009. Issue: Privacy
S. 566 - Financial Product Safety Commission Act of 2009. Issue: Regulatory Reform
S. 664 - Financial System Stabilization and Reform Act of 2009. Issue: Regulatory Reform.
S. 1389 - the "Indexed Annuities and Insurance Products Classification Act of 2009" Issue: SEC Rule 151A
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 |
Michael |
Youngman |
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Douglas |
Bates |
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Steven |
Radke |
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Alison |
Watson |
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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
See attachment.
INS Second Quarter Report 2009
H.R. 200 - Helping Families Save Their Homes in Bankruptcy Act of 2009. Issue: Bankruptcy Mortgage Modification.
H.R. 225 - Emergency Homeownership and Equity Protection Act. Issue: Bankruptcy Mortgage Modification
H.R. 384 TARP Reform and Accountability Act of 2009. Issue: Regulatory Reform.
H.R. 703 - To promote bank liquidity and lending through deposit insurance, the HOPE for Homeowners Program, and other enhancements. Issue: Bankruptcy Mortgage Modification.
H.R. 788 To provide a safe harbor for mortgage servicers who engage in specified mortgage loan modifications, and for other purposes. Issue: Bankruptcy Mortgage Modification.
H.R. 977 Derivatives Markets Transparency and Accountability Act of 2009. Issue: Regulatory Reform.
H.R. 1754 - Financial System Stabilization and Reform Act of 2009. Issue: Regulatory Reform.
H.R. 1039 - Promoting Health Information Technology Act of 2009. Issue: Privacy.
H.R. 1705 - the Financial Product Safety Commission Act Issue: Regulatory reform
H.R. 1880 - National Insurance Consumer Protection Act. Issue: Regulatory Reform.
H.R. 2221 - the "Data Accountability and Trust Act." Issue: Data Security Breach
H.R. 2571 - the "Nonadmitted and Reinsurance Reform Act of 2009" issue: Regulatory reform
H.R. 2609 - the "Insurance Information Act of 2009," Issue: Regulatory reform.
H.R. 2733 - the "Fixed Indexed Annuities and Insurance Products Classification Act of 2009." Issue: SEC Rule 151A
H.RES. 53 - Providing for the consideration of the bill (H.R. 384) to reform the Troubled Assets Relief Program of the Secretary of the Treasury and ensure accountability under such Program. Issue: Regulatory Reform.
H.RES. 62 - Providing for further consideration of the bill (H.R. 384) to reform the Troubled Assets Relief Program of the Secretary of the Treasury and ensure accountability under such Program, and for other purposes. Issue: Regulatory Reform.
S. 61 - Helping Families Save Their Homes in Bankruptcy Act of 2009. Issue: Bankruptcy Mortgage Modification.
S. 179 Health Information Technology Act of 2009. Issue: Privacy
S. 344 Hedge Fund Transparency Act. Issue: Regulatory Reform.
S. 444 National Health Information Technology and Privacy Advancement Act of 2009. Issue: Privacy
S. 566 - Financial Product Safety Commission Act of 2009. Issue: Regulatory Reform
S. 664 - Financial System Stabilization and Reform Act of 2009. Issue: Regulatory Reform.
S. 1363 - the "Nonadmitted and Reinsurance Reform Act of 2009" issue: Regulatory reform
S. 1389 - the "Indexed Annuities and Insurance Products Classification Act of 2009" Issue: SEC Rule 151A
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 |
Michael |
Youngman |
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Douglas |
Bates |
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Steven |
Radke |
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Alison |
Watson |
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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
See attachment.
RET Second Quarter Report 2009
H.R. 519 The Elder Caregiver Support and Information Enhancement Act of 2009. Issue: LTC additional appropriations for LTC Information clearinghouse.
H.R. 897 The Long Term Care and Retirement Security Act of 2009. Issue: LTC in cafeteria and FSA and above the line deductions for LTC premiums.
H.R. 1961 - Savings for American Families Future Act Issue: savers' credit
H.R. 1984 - 401(k) Fair Disclosure for Retirement Security Act of 2009. Issue: Retirement plan fee disclosure.
H.R. 1988 Conflicted Investment Advice Prohibition Act of 2009. Issue: Investment Advice.
H.R. 2021 Savings Recovery Act of 2009. Issue: Savers credit.
H.R. 2733/S. 1389 Fixed Indexed Annuities and Insurance Products Classification Act of 2009. Issue: Clarify exemption for fixed indexed annuities.
H.R. 2748 Retirement Security Needs Lifetime Pay Act of 2009. Issue: Tax Incentive for Annuities.
H.R. 2792 Retirement Savings Transparency Act. Issue: Plan fee disclosure.
H.R. 2989 401 (K) Fair Disclosure and Pension Security Act of 2009. Issue: Retirement Plan Fee Disclosure
S. 391 Healthy Americans Act. Issue: private health insurance including LTC.
S. 401 - Defined Contribution Fee Disclosure Act Issue: 401(k) fee disclosure
S. 434 Empowered at Home Act of 2009. Issue: Allows above the line tax deduction for LTC premiums. Allows LTC to be offered in cafeteria/ FSA plans.
S. 697/ HR 1721 Community Living Assistance Services and Supports Act. Issue: reform of LTC financing.
S. 702/ H.R. 2096 Long Term Care Affordability and Security Act of 2009. Issue: allows long term care insurance to be offered in employer sponsored cafeteria plans and FSA.
S. 1177 Confidence in Long Term Care Insurance Act of 2009. Issue: Consumer protection for long term care.
S. 1297 Retirement Security for Life Act. Issue: Tax Incentive for Non Qualified Annuities.
S. Con Res 13 - 2010 Senate Budget Resolutions Issue: savers' credit, Auto-IRAs.
S. ______, Affordable Health Choices Act. Issue: Long Term Care financing with in health reform. (no bill number has been introduced).
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 |
Michael |
Youngman |
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Douglas |
Bates |
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Steven |
Radke |
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Alison |
Watson |
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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
See attachment.
TAX Second Quarter Report 2009
H.R.251 - Life Insurance Employee Notification Act. Issue: effects of company owned life insurance.
H.R.768 : To establish a commission on the tax and fiscal implications of the regulation of financial products and arrangements and to study the current financial crisis, its causes and impact on the Federal deficit and tax revenues.
Issue: tax implications on life insurance.
H.CON.RES.85 : Setting forth the congressional budget for the United States Government for fiscal year 2010 and including the appropriate budgetary levels for fiscal years 2009 and 2011 through 2014. Issue: Budgetary issues for upcoming fiscal years.
TRACKING
H.R.99 : To amend the Internal Revenue Code of 1986 to reduce taxes by providing an alternative determination of income tax liability for individuals, repealing the estate and gift taxes, reducing corporate income tax rates, reducing the maximum tax for individuals on capital gains and dividends to 10 percent, indexing the basis of assets for purposes of determining capital gain or loss, creating tax-free accounts for retirement savings, lifetime savings, and life skills, repealing the adjusted gross income threshold in the medical care deduction for individuals under age 65 who have no employer health coverage, and for other purposes. Issue: estate tax as it effects life insurance.
H.R.2452
Title: Net Operating Loss (NOL) Carryback Act; to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: estate tax as it effects life insurance.
S.156
Title: Small Business Stimulus Act of 2009; a bill to amend the Internal Revenue Code of 1986 to extend enhanced small business expensing and to provide for a 5-year net operating loss carryback for losses incurred in 2008 or 2009. Issue: estate tax as it effects life insurance.
S.350
Title: American Recovery and Reinvestment Act of 2009; an original bill to provide for a portion of the economic recovery package relating to revenue measures, unemployment, and health. Issue: tax as it effects life insurance.
S.722 : A bill to amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. Issue: estate tax as it effects life insurance.
S.823
Title: Net Operating Loss (NOL) Carryback Act; a bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes. Issue: tax as it effects life insurance.
S.CON.RES.13 Title: An original concurrent resolution setting forth the congressional budget for the United States Government for fiscal year 2010, revising the appropriate budgetary levels for fiscal year 2009, and setting forth the appropriate budgetary levels for fiscal years 2011 through 2014. Issue: estate tax as it effects life 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 |
Michael |
Youngman |
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Douglas |
Bates |
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Steven |
Radke |
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Alison |
Watson |
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Kathleen |
Schluter |
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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 LBR
16. Specific lobbying issues
S. 1152 - The Healthy Families Act. Issue: Family and Work - life balance issues.
17. House(s) of Congress and Federal agencies Check if None
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 |
Michael |
Youngman |
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Douglas |
Bates |
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Steven |
Radke |
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Alison |
Watson |
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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:
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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:
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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 |