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LOBBYING REPORT |
Lobbying Disclosure Act of 1995 (Section 5) - All Filers Are Required to Complete This Page
2. Address
| Address1 | 701 8th St NW |
Address2 | Suite 610 |
| City | Washington |
State | DC |
Zip Code | 20001 |
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 | 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 |
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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: James Gelfand |
Date | 1/18/2024 11:14:04 AM |
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 reporting (IRC 6055 and 6056); employer mandate; wellness issues; out-of-pocket (OOP) limits, nondiscrimination,
PCORI & comparative effectiveness, coverage mandates on ERISA plans, access to preventive care items and services
ADA and GINA, HIPAA compliance, privacy, claims data and all payers claims databases
mental health, substance use disorders, opioids mitigation
tax treatment of employer-sponsored benefits and insurance
patent reforms, prescription drug costs, rebates, biosimilars, Rx supply chain, medical management
value-driven care in public and private coverage, patient safety
Medicare Advantage, Medicare secondary payer, end stage renal disease (ESRD)
retiree health, COBRA, Medicare expansion and public option
health savings accounts, high deductible health plan expansion
ERISA preemption, plan administration, electronic delivery
transparency and accountability in the health care system
caregiving, surprise medical billing, telehealth expansion, interstate provider licensing
hospital billing, consolidation, anti-competitive practices, vertical integration impacts on health care
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Council of Economic Advisers (CEA), Health & Human Services - Dept of (HHS), Internal Revenue Service (IRS), Labor - Dept of (DOL), Natl Economic Council (NEC), Treasury - Dept of, Centers For Medicare and Medicaid Services (CMS), Executive Office of the President (EOP)
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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James |
Gelfand |
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Christina |
Strogis |
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Melissa |
Bartlett |
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Privacy Program Specialist, U.S. Department of Health and Human Services, Office of the Secretary, Office for Civil Rights
Counsel, U.S. House of Representatives, Committee on Energy and Commerce |
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
Paid leave issues
Emergency savings
Single-employer defined benefit issues
Retirement plan disclosures
Retirement plan investment requirements and options
Retirement plan contribution flexibility
Retirement savings tax issues
Modernizing retirement plan administration
Retirement plan recordkeeping issues
PBGC premiums
SECURE 2.0 Act
Multiemployer pensions
Litigation and enforcement affecting benefit plans
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), Treasury - Dept of, Pension Benefit Guaranty Corporation (PBGC), Securities & Exchange Commission (SEC)
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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Christina |
Strogis |
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Andrew |
Banducci |
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Professional Staff Member and Workforce Policy Counsel, House Comm. on Education and the Workforce;Labor and Pensions Policy Director, Sen. HELP Comm.;Chief Policy Officer, Pension Benefit Guaranty Corp;Pensions Detailee, Sen. Finance Comm. |
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James |
Gelfand |
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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 |
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) |