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LOBBYING REPORT |
Lobbying Disclosure Act of 1995 (Section 5) - All Filers Are Required to Complete This Page
2. Address
Address1 | 101 CONSTITUTION AVE., NW #816 WEST |
Address2 | |
City | WASHINGTON |
State | DC |
Zip Code | 20001 |
Country | USA |
3. Principal place of business (if different than line 2)
City | Minneapolis |
State | MN |
Zip Code | 55474 |
Country | USA |
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5. Senate ID# 302313-12
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6. House ID# 378270000
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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 | |||||||||
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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: Denise Gwyn Ferguson, Vice President, Government Affairs |
Date | 10/20/2008 |
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 BAN
16. Specific lobbying issues
H.R.1424 Emergency Economic Stabilization Act of 2008; provisions relating to federal economic stabilization program, FDIC insurance coverage, mental health parity, tax provisions including basis reporting, IRA charitable rollover, small business, AMT relief, R&D, mortgage debt forgiveness, and disaster relief provisions relating to saving vehicles
H.R. 3915 Mortgage Reform and Anti-predatory Lending Act of 2007; provisions relating to registration & licensing for federally-chartered thrifts, mortgage lending standards, and securitization
H.R. 3997 Emergency Economic Stabilization Act of 2008; entire bill
H.R. 5244 - Credit Cardholders' Bill of Rights Act of 2008; entire bill
H.R. 5546 Credit Card Fair Fee Act of 2008; provisions relating to interchange fees
H.R. 6312 - Credit Union, Bank, and Thrift Regulatory Relief Act of 2008; provisions relating to thrifts
S. 1299 Borrowers Protection Act of 2007; entire bill
S. 2452 - Home Ownership Preservation & Protection Act of 2007; provisions relating to lending activities of federally-chartered thrifts
S. 2753 - Credit Card Reform Act of 2008; entire bill
S. 3086 - Credit Card Fair Fee Act of 2008; provisions relating to interchange fees
P.L. 110-289 Housing and Economic Recovery Act of 2008; provisions relating to licensing and registration requirements for federally-chartered thrifts, taxes, reverse mortgages
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 |
Denise |
Ferguson |
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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 BNK
16. Specific lobbying issues
H.R. 3609 - Emergency Home Ownership and Mortgage Equity Protection Act; provisions relating to bankruptcy
S. 2133 Homeowners Mortgage & Equity Savings (HOME); provisions relating to bankruptcy
S. 2136 Helping Families Save Their Homes in Bankruptcy Act of 2007; provisions relating to bankruptcy
S. 2636 - The Foreclosure Prevention Act of 2008; provisions relating to financial services industry, bankruptcy, and housing tax incentives
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 |
Denise |
Ferguson |
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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
H.R. 948 - Social Security Number Protection Act; provisions relating to financial services industry
H.R. 958 The Data Accountability & Trust Act (DATA); provisions relating to financial services industry
H.R.1443 - Consumer Fairness Act of 2007; provisions relating to securities and banking industries
H.R.1525 - Internet Spyware (I-SPY) Prevention Act; provisions relating to financial services industry
H.R.1685 Data Security Act of 2007; provisions relating to financial services industry
H.R. 3010 - Arbitration Fairness Act of 2007; provisions relating to securities and banking industries
H.R. 3046 Social Security Number Privacy and Identity Theft Prevention Act of 2007; provisions relating to financial services industry
H.R. 3225 - Mutual Fund Fees Reform Act; entire bill
H.R. 6513 - Securities Act of 2008; entire bill
S. 208 - Social Security Account Number Protection Act; provisions relating to financial services industry
S. 239 - The Notification of Risk to Personal Data Act; provisions relating to financial services industry
S. 495 - The Personal Data Privacy and Security Act; provisions relating to financial services industry
S. 806 Consumer Protection & ID Act; provisions relating to financial services industry
S. 1135 - The Fair Arbitration Act of 2007; provisions relating to securities and banking industry
S. 1178 - Identity Theft Protection Act; provisions relating to financial services industry
S. 1181 Shareholder Vote on Executive Compensation Act; entire bill
S. 1202 Personal Data Protection Act; provisions relating to financial services industry
S. 1260 - Data Security Act of 2007; provisions relating to financial services industry
S. 1782 Arbitration Fairness Act of 2007; provisions relating to securities and banking industry
S. 2124 Federal Agency Data Breach Protection Act; provisions relating to financial services industry
S. 2168 Identify Theft Enforcement and Restitution Act of 2007; provisions relating to financial services industry
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 |
Denise |
Ferguson |
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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 HCR
16. Specific lobbying issues
H.R. 1424 - Paul Wellstone Mental Health & Addiction Equity Act of 2007; provisions relating to employer health benefit requirements
H.R. 1693 - Wired for Health Care Quality Act; provisions relating to employer health benefit plans and health information
H.R. 1753 - Healthy Workforce Act; tax provisions relating to business wellness pgms
H.R. 1820 - Tax Equity for Health Plan Beneficiaries Act; entire bill
H.R. 3363 - Long-Term Care Affordability and Security Act; entire bill
H.R. 3800 - Promoting Health Information Technology Act; provisions relating to employee health benefit plans
H.R. 4848 - A bill to extend the current application of mental health parity law for one year through 2008; entire bill
H.R. 6357 - Protecting Records, Optimizing Treatment, and Easing Communication Through Healthcare Technology Act of 2008 The PRO (TECH)T Act of 2008; provisions relating to use of health information
S. 358 - Genetic Information Nondiscrimination Act of 2007; provisions relating to employers benefit plans
S. 558 Mental Health Parity Act; entire bill
S. 1556 - Tax Equity for Domestic Partner and Health Plan Beneficiaries Act; entire bill
S. 1693 - Wired for Health Care Quality Act; provisions relating to HIPAA and employer health benefit plans
S. 2337 - Long-Term Care Affordability and Security Act; entire bill
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 |
Denise |
Ferguson |
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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
H.R. 920 Multiple Peril Insurance Act; provisions relating to wind coverage
H.R. 1065 Nonadmitted and Reinsurance Reform Act of 2007; provisions relating to reinsurance coverage by domestic insurers
H.R. 1081 Insurance Industry Competition Act of 2007; entire bill
H.R. 2638, Consolidated Security, Disaster Assistance, and Continuing Appropriations Act, 2009; provisions relating to a short-term extension of the National Flood Insurance Program
H.R. 3121 Flood Insurance Reform & Modernization Act of 2007; provisions relating to NFIP and wind coverage
H.R. 3200 National Insurance Act of 2007; entire bill
H.R. 3355 - Homeowners Defense Act; provisions relating to state reserves and underwriting requirements
H.R. 5611 - The National Association Of Registered Agents And Brokers (NARAB) Reform Act; entire bill
H.R. 5633 - Nondiscriminatory Use of Consumer Reports and Consumer Information Act of 2008; provisions relating to insurance underwriting of auto and home coverage
H.R. 5638 A bill to amend title 35, United States Code, to create an exception from infringement for certain component parts used to repair another article of manufacture; entire bill
H.R. 5840 - The Insurance Information Act of 2008; entire bill
H.R. 6062 Personal Lines of Insurance Fairness Act; provisions relating to insurance underwriting of auto and home coverage
H.R. 6078, Green Resources for Energy Efficient Neighborhoods (GREEN) Act of 2008; provisions affecting homeowners insurance
H.R. 6965 - To extend the authorization of the national flood insurance program, and for other purposes; provisions relating to NFIP
S. 40 - National Insurance Act of 2007; entire bill
S. 334 - Healthy Americans Act; provisions relating to long-term care
S. 618 - Insurance Industry Competition Act of 2007; entire bill
S. 2284 - Flood Insurance Reform and Modernization Act of 2007; provisions relating to NFIP
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 |
Denise |
Ferguson |
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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
H.R. 2831 Lilly Ledbetter Fair Pay Act of 2007; entire bill
H.R. 5515 - New Employee Verification Act; provisions relating to employer verification responsibilities
H.R. 5804 - Taxpayer Responsibility, Accountability, and Consistency Act of 2008; entire bill
H.R. 6111 - Employee Misclassification Prevention Act; entire bill
S. 2044 - Independent Contractor Proper Classification Act of 2007; entire bill
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 |
Denise |
Ferguson |
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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
H.R. 2167 - Automatic IRA Act of 2007; entire bill
H.R. 2205 - Retirement Security for Life Act of 2007; entire bill
H.R. 3185 - Fair Disclosure for Retirement Security Act of 2007; entire bill
H.R. 3361 Pension Protection Technical Corrections Act of 2007; provisions relating to non-spousal rollovers
H.R. 3765 - Defined Contribution Plan Fee Transparency Act of 2007; entire bill
H.R. 4150 - Lifetime Pension Annuity for You Act of 2007; entire bill
H.R. 5160 The Small Businesses Add Value for Employees Act (SAVE); entire bill
H.R.5543 - Women's Retirement Security Act of 2008; provisions relating to IRAs, DC, and required minimum distribution
H.R.6143 - Pension Protection Act ERISA Amendments of 2008; entire bill
H.R. 6382 - Pension Protection Technical Corrections Act of 2008; entire bill
S. 708 Health Care and Training for Older Workers; provisions relating to employer benefit programs
S. 709 Older Worker Opportunity Act of 2007; provisions relating to retirement savings
S. 819 Public Good IRA Rollover Act of 2007; entire bill
S. 1010 - Retirement Security for Life Act of 2007; entire bill
S. 1141 - Automatic IRA Act of 2007; entire bill
S. 1288 - Womens Retirement Security Act of 2007; provisions relating to IRAs, DC, and required minimum distribution
S. 1725 Restoring Pension Promises to Workers Act of 2007; entire bill
S. 1809 Long Term Care Act; entire bill
S. 1974 Pension Protection Technical Corrections Act of 2007; provisions relating to non-spousal rollovers
S. 2473 Defined Contribution Fee Disclosure Act; entire bill
S. 2794 - Senior Investor Protection Act of 2008; entire bill
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 |
Denise |
Ferguson |
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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
H.R. 878 - Simplification Through Additional Reporting Tax Act of 2007; entire bill
H.R. 1810 - To amend the Internal Revenue Code of 1986 to permit the consolidation of life insurance companies with other companies; entire bill
H.R. 2419 - Food and Energy Security Act of 2007; provisions relating to basis reporting
H.R. 2796 Generate Retirement Ownership Through Long-Term Holding Act of 2007, entire bill
H.R. 3221 - American Housing Rescue and Foreclosure Prevention Act of 2008; provisions relating to tax
H.R. 3501 - To amend the Internal Revenue Code of 1986 relating to application of UBIT rules to U.S.-based investments; entire bill
H.R. 3970 - Tax Reduction and Reform Act of 2007; provisions relating to individual and corporate rates and dividends received deduction
H.R. 4912 - To amend the Internal Revenue Code of 1986 with respect to the treatment of prepaid derivative contracts; provisions relating to exchange traded notes
H.R. 5267 - Business Activity Tax Simplification Act of 2008; entire bill
H.R. 5719 - Taxpayer Assistance and Simplification Act of 2008; provisions relating to HSA compliance requirements
H.R. 5720 - Housing Assistance Tax Act of 2008; provisions relating to individual tax benefits and basis reporting
H.R. 6049 - The Energy and Tax Extenders Act of 2008; provisions relating to R&D, small business, and IRA charitable rollovers .
H.R. 6110 - Roadmap for America's Future Act; entire bill
H.R. 6288 Retiree Health Account Act; entire bill
H.R. 7005 The Alternative Minimum Tax Relief Act of 2008; entire bill
H.R. 7006 The Disaster Tax Relief Act of 2008; provisions relating to withdrawals from savings vehicles
H.R. 7060 - Renewable Energy and Job Creation Tax Act of 2008; provisions relating to basis reporting, IRA charitable rollovers, small business, R&D
S. 601 - Simplification Through Additional Reporting Tax Act of 2007; entire bill
S. 636 Reduce Wasteful Tax Forms Act of 2007; entire bill
S. 1593 - Defenders of Freedom Tax Relief Act; provisions relating to savings
S. 1726 The Business Activity Tax Simplification Act; entire bill
S. 2126 - Generating Retirement Ownership Through Long-Term Holding (GROWTH) Act of 2007; entire bill
S. 2242 - Heartland, Habitat, Harvest, and Horticulture Act of 2007; tax title provision on basis reporting
S. 3335 Jobs, Energy, Families and Disaster Relief Act of 2008; provisions relating to basis reporting, IRA charitable rollovers, small business, AMT, R&D, and withdrawals from savings vehicles for disaster relief
S. 2886 - The Alternative Minimum Tax and Extenders Tax Relief Act; provisions relating to R&D, small business, and IRA charitable rollovers
S. 2933 - Incentives for Older Workers Act; provisions relating to employer-based programs
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 |
Denise |
Ferguson |
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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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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 |
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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 |