|
LOBBYING REPORT |
Lobbying Disclosure Act of 1995 (Section 5) - All Filers Are Required to Complete This Page
2. Address
Address1 | 1212 NEW YORK AVENUE, NW, #1250 |
Address2 | |
City | WASHINGTON |
State | DC |
Zip Code | 20005 |
Country | USA |
3. Principal place of business (if different than line 2)
City | |
State | |
Zip Code | |
Country | |
|
5. Senate ID# 4675-12
|
||||||||
|
6. House ID# 312420000
|
TYPE OF REPORT | 8. Year | 2008 |
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 | |||||||||
---|---|---|---|---|---|---|---|---|---|
12. Lobbying | 13. Organizations | ||||||||
INCOME relating to lobbying activities for this reporting period was: | EXPENSE relating to lobbying activities for this reporting period were: | ||||||||
|
|
||||||||
|
|
||||||||
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: Ralph P. Kass, Controller |
Date | 07/21/2008 |
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
Shareholder Votes on Executive Compensation Act - H.R. 1257
Tax Equity for Health Plan Beneficiaries Act of 2007 - H.R. 1820
Pension Security Act of 2007 - H.R. 2683
Lilly Ledbetter Fair Pay Act of 2007 - H.R. 2831
Federal Aviation Administration (FAA) Reauthorization Act (benefits provisions) - H.R. 2881
Tax Collection Responsibility Act of 2007 - H.R. 3056
401 (k) Fair Disclosure for Retirement Security Act - H.R. 3185
ADA Restoration Act of 2007 - H.R. 3195
Mutual Fund Fee Reform Act H.R. 3225
Pension Protection Technical Corrections Act of 2007 - H.R. 3361
Long-Term Care Affordability and Security Act of 2007 - H.R. 3363
Protecting Employees and Retirees in Business Bankruptcies Act of 2007 - H.R. 3652
Defined Contribution Plan Fee Transparency Act of 2007 - H.R. 3765
AMT Credit Fairness and Relief Act - H.R. 3861
Tax Reduction and Reform Act of 2007 - H. R. 3970
The Temporary Tax Relief Act of 2007/Tax Increase Prevention Act of 2007 - H.R. 3996
Defenders of Freedom Tax Relief Act of 2007/Heroes Earnings Assistance and Tax Relief Act of 2007 - title as passed - H.R. 3997
AMT Relief Act of 2007 - H.R. 4351
The Small Business Add Value for Employees (SAVE) Act of 2008 - H.R. 5160
Energy and Tax Extenders Act - H.R. 6049
Heroes Earnings Assistance and Relief Tax Act - H.R. 6081
Roadmap for America's Future Act of 2008 - H.R. 6110
Pension Protection Act ERISA Amendments of 2008 - H.R. 6143
ERISA Amendments - H.R. 6142
Pension Protection Technical Corrections Act of 2008 - H.R. 6382
Senate
Tax Equity for Domestic Partner and Health Plan Beneficiaries Act - S. 1556
Defenders of Freedom Tax Relief Act of 2007 - S. 1593
Alternative Investments, Amending Internal Revenue Code provisions taxing partnerships involving alternative investments - S.1624
Restoring Pension Promises to Workers Act - 1725
Fair Pay Restoration Act - S. 1843
Americans with Disabilities Act Restoration Act of 2007 - S. 1881
Pension Protection Technical Corrections Act of 2007 - S. 1974
Independent Contractor Proper Classification Act of 2007 - S. 2044
Protecting Employees and Retirees in Business Bankruptcies Act of 2007 (S. 2092)
Offshore Deferred Compensation Reform Act of 2007 - S. 2199
Long-Term Care Affordability and Security Act of 2007 - S. 2337
Defined Contribution Fee Disclosure Act of 2007 - S. 2473
AMT Credit Fairness and Relief Act - S. 2389
Incentives for Older Workers Act - S. 2933
Alternative Minimum Tax and Extenders Tax Relief Act of 2008 - S. 3098
Title VII Fairness Act - S. 3209
Regulatory - communication with covered federal officials on legislative issues.
Legislation -
The Pension Protection Act Technical Corrections (PPA) - H.R. 3361/H.R. 6382//S. 1974
DOL proposed 408(b)(2) regulations for fee disclosure requirements
DOL - 401 (k) fee disclosure (H.R. 3185/H.R. 3765/S. 2473)
Treasury/IRS hybrid plan hearing
Treasury/IRS guidance on 409A and deferred compensation
Treasury/IRS hearing on measurement of pension plan assets and liabilities
17. House(s) of Congress and Federal agencies Check if None
White House Office, U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Treasury - Dept of, Internal Revenue Service (IRS), Labor - Dept of (DOL)
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 |
James |
Klein |
|
|
|
Lynn |
Dudley |
|
|
|
Janet |
Jacobson |
|
|
|
Diann |
Howland |
|
|
|
Jill |
Randolph |
|
|
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
Flexible Spending Accounts Growth and Opportunities Act of 2007 - H.R. 298
Genetic Information Nondiscrimination Act - H.R. 493
Emergency Retiree Health Benefits Protection Act of 2007 - H.R. 1322
Paul Wellstone Mental Health and Addiction Equity Act 0f 2007 - H.R. 1424
Tax Equity for Health Plan Beneficiaries Act - H.R. 1820
Patient Protection and Innovative Biologic Medicines Act of 2007 - H.R. 1956
Promoting Health for Future Generations Act - H.R. 2639
Childrens Health and Medicare Act of 2007 - H.R. 3162
Healthy Americans Act - H.R. 3163
HSA Improvement and Expansion Act - H.R. 3234
Flexible Health Savings Act - H.R. 3306
Long-Term Care Affordability and Security Act of 2007 - H.R. 3363
Employment Non-Discrimination Act - H.R. 3685
Promoting Health Information Technology Act H.R. 3800
Defenders of Freedom Tax Relief Act of 2007/Heroes Earnings Assistance and Tax Relief Act of 2007-title as passed - H.R. 3997
Medicare Electronic Medication and Safety Protection (E-Meds) H.R. 4848
Mental Health Parity Extension Legislation - H.R. 4848
Technologies for Restoring Users Security and Trust in (TRUST) in Health Information Act of 2008
- H.R. 5442
Taxpayer Assistance and Simplification Act H.R. 5719
Promoting Health Information Technology Act of 2008 H.R. 6179
Retiree Health Account Act of 2008 H.R. 6288
Pension Protection Act ERISA Amendments H.R. 6143
ERISA Amendments HR 6142
Medicare Improvements for Patients and Providers Act of 2008 H.R. 6331
Patient-Controlled Health IT Act H.R. 6345
Protecting Records, Optimizing Treatment, and Easing Communication Through Healthcare Technology Act of 2008 The Pro (TECH) T Act of 2008 - H.R. 6357
Health Partnership Act - S. 325
Healthy Americans Act - S. 334
Genetic Information Nondiscrimination Act - 358
Mental Health Parity Act of 2007 - S. 558
Access to Life-Saving Medicine Act - S. 623
Universal Health Care Choice and Access Act - S. 1019
State-based Health Care Reform Act - S. 1169
Medicare Quality Enhancement Act - S. 1544
Tax Equity for Domestic Partner and Health Beneficiaries Act - S. 1556
Wired for Health Care Quality Act - S. 1693
Biologics Price Competition and Innovation Act - S. 1695
Healthy Workforce Act - S. 1753
Community Living Assistance Services and Supports Act (the CLASS Act) - S. 1758
Children's Health Insurance Reauthorization Act - S. 1893
Long-Term Care Affordability and Security Act of 2007 - S. 2337
Medicare, Medicaid and SCHIP Extension Act of 2007 - S. 2499
Medicare Funding Warning Response Act of 2008 - S. 2662
Disability Savings Act - S. 2741
Medicare Improvements for Patients and Providers Act of 2008 - S. 3101
Preserving Access to Medicare Act of 2008 - S. 3118
Regulatory - communication with covered federal officials on legislative issues:
White House, Executive Office of the President - mental health parity (H.R. 1424/S. 558) & Health Savings Accounts (HSAs) (H.R 5719)
Department of Labor (DOL) mental health parity (H.R. 1424/S. 558)
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, White House Office, Labor - Dept of (DOL)
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 |
James |
Klein |
|
|
|
Paul |
Dennett |
|
|
|
Kathryn |
Wilber |
|
|
|
Lynn |
Dudley |
|
|
|
Diann |
Howland |
|
|
|
Jill |
Randolph |
|
|
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
Address | |
||||||
City | |
State | |
Zip Code | |
Country | |
21. Client new principal place of business (if different than line 20)
City | |
State | |
Zip Code | |
Country | |
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
|
|
||||||||
1 |
|
3 |
|
||||||
2 |
|
4 |
|
ISSUE UPDATE
24. General lobbying issue that no longer pertains
|
|
|
|
|
|
|
|
|
AFFILIATED ORGANIZATIONS
25. Add the following affiliated organization(s)
Internet Address:
Name | Address |
Principal Place of Business (city and state or country) |
||||||||||||
| ||||||||||||||
|
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 | ||||||||||
| ||||||||||||||
|
% |
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 |