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LOBBYING REPORT |
Lobbying Disclosure Act of 1995 (Section 5) - All Filers Are Required to Complete This Page
2. Address
Address1 | 660 Pennsylvania Avenue, SE Suite 202 |
Address2 |
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City | Washington |
State | DC |
Zip Code | 20003 |
Country | USA |
3. Principal place of business (if different than line 2)
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5. Senate ID# 91774-1004672
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6. House ID# 368090032
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TYPE OF REPORT | 8. Year | 2018 |
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. | ||||||||
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: A.J. Wojciak |
Date | 10/18/2018 1:58:47 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 BAN
16. Specific lobbying issues
H.R. 4173/Public Law 111-203, Dodd-Frank Wall Street Reform and Consumer Protection Act, implementation and regulatory reform
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 |
Charles |
Brain |
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Asst. to the President, Dp.Chief Staff W&M Cmte |
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A. J. |
Wojciak |
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Senior Legislative Asst., Cong. Earl Pomeroy |
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Beau |
Schuyler |
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LD-CongTanner, LD-CongMcIntyre,SA-CongRose |
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Heather |
McHugh |
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Legislative Director, Sen. Chuck Schumer |
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
Issues related to proposed Department of Labor regulations on investment advice (Fiduciary Rule)
H.R.854 Retirement Security for American Workers Act, provisions relating to retirement plan tax treatment, and reporting requirements under ERISA.
H.R.1688 /S.695, A bill to avoid duplicative annual reporting under the Internal Revenue Code of 1986 and the Employee Retirement Income Security Act of 1974, and for other purposes; provisions relating to deferred compensation plans and other employee benefit plans and satisfying the requirements of both the Internal Revenue Code and the Employee Retirement Income Security Act of 1974 (ERISA).
H.R.4637, SAVE Act of 2017, provisions encouraging retirement savings by modifying requirements with respect to employer-established IRAs.
H.R.5282/S.2526, Retirement Enhancement and Savings Act, provisions encouraging workers to save more for retirement, small employer retirement plan coverage, worker participation and education, and facilitates guaranteed lifetime income in retirement.
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 |
Charles |
Brain |
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Asst. to the President, Dp.Chief Staff W&M Cmte |
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A. J. |
Wojciak |
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Senior Legislative Asst., Cong. Earl Pomeroy |
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Beau |
Schuyler |
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LD-CongTanner, LD-CongMcIntyre,SA-CongRose |
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Heather |
McHugh |
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Legislative Director, Sen. Chuck Schumer |
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
H.R. 1628, American Health Care Act of 2017, reconciliation legislation repealing significant portions of the Patient Protection and Affordable Care Act, potential provisions relating to legislatively extending Cost Sharing Reduction payments to insurers
H.R. 4225/S. 2241, A bill amends the Patient Protection and Affordable Care Act to prohibit a state from funding its health insurance exchange by charging a health insurer a fee or tax for excepted benefits coverage (benefits not subject to requirements under the Act) or standalone dental plans that are not sold on an exchange.
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 |
A.J. |
Wojciak |
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Senior Legislative Aide, Rep. Earl Pomeroy |
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Chuck |
Brain |
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Special Assistant to the President, Deputy COS House W&M Committee |
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Heather |
McHugh |
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Legislative Director, Sen. Chuck Schumer |
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Beau |
Schuyler |
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Legislative Director, Rep. John Tanner |
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
H.R. 372: Competitive Health Insurance Reform Act of 2017 provisions relating to the McCarran-Ferguson Act.
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 |
A.J. |
Wojciak |
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Senior Legislative Aide, Rep. Earl Pomeroy |
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Charles |
Brain |
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Special Assistant to the President, Deputy COS Ways & Means Committee |
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Beau |
Schuyler |
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Leg Dir, Rep. John Tanner |
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Heather |
McHugh |
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Leg. Director, Sen. Chuck Schumer |
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 |