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LOBBYING REPORT |
Lobbying Disclosure Act of 1995 (Section 5) - All Filers Are Required to Complete This Page
2. Address
Address1 | 1455 Pennsylvania Avenue |
Address2 | Suite 400 |
City | Washington |
State | DC |
Zip Code | 20004 |
Country | USA |
3. Principal place of business (if different than line 2)
City | Omaha |
State | NE |
Zip Code | 68175 |
Country | USA |
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5. Senate ID# 26284-12
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6. House ID# 319910000
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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: Stacy Scholtz, Executive Vice President |
Date | 7/16/2009 |
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 INS
16. Specific lobbying issues
S 960 - Medicare Early Access Act of 2009 - Provide Medicare benefits for individuals age 55 to 65.
HR 2554 - National Association of Registered Agents and Brokers Reform Act of 2009 (NARAB)- Membership, powers and requirements associated with re-establishment of NARAB.
HR 2571 - Non-admitted and Reinsurance Reform Act of 2009 - Regulation and participation in non-admitted and reinsurance.
17. House(s) of Congress and Federal agencies Check if None
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 |
Melissa |
Rewinkel |
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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
HR 1253 - Health Insurance Restrictions and Limitations Clarification Act of 2009 - ERISA amendments outlining new requirements for plan sponsors.
S 1177 - Confidence in Long-Term Care Insurance Act of 2009 - Consumer protections for LTC insurance.
17. House(s) of Congress and Federal agencies Check if None
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 |
Melissa |
Rewinkel |
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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
Senate Finance Committee Health Care Reform Proposals - Medigap changes as a revenue raiser.
HR 1880 - National Insurance Consumer Protection Act - Creation of Optional Federal Charter and systemic risk regulator, new requirements and regulations associated with formation of a federal regulator.
S 702 and HR 2096- Long-Term Care Affordability & Security Act of 2009 - Consumer protections and tax treatment of LTC insurance.
17. House(s) of Congress and Federal agencies Check if None
House of Representatives, 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 |
Melissa |
Rewinkel |
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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
S 697 and HR 1670 - Community Choice Act of 2009 - Require state Medicaid plan coverage of community-based attendant services and supports for certain Medicaid-eligible individuals.
17. House(s) of Congress and Federal agencies Check if None
House of Representatives, 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 |
Melissa |
Rewinkel |
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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
S 651 - Compensation Fairness Act of 2009 - Tax treatment of non-qualified deferred compensation for entities receiving federal funding.
HR 2021 - Savings Recovery Act of 2009 - Amendments to the Social Security Act to increase the monthly exempt amount for individuals who have employment income and smoothing provisions.
HR 2655 - Amend IRC of 1986 - Expansion and extension of the first-time home buyer credit.
17. House(s) of Congress and Federal agencies Check if None
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 |
Melissa |
Rewinkel |
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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
HR 2658 - to amend the IRC of 1986 - increases in estate and gift tax unified credit and repeal of the one-year termination of the estate tax.
HR 544 - to amend the IRC of 1986 - regarding health FSA carryovers.
HR 1891 - Sunset of Life Protection Act of 2009-Tax treatment of long-term care deductions as incentives.
HR 1961-Savings for American Families Future Act of 2009-expansion of saver's credit and federal match
17. House(s) of Congress and Federal agencies Check if None
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 |
Melissa |
Rewinkel |
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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
HR 2452 & S 823 - Net Operating Loss Carryback Act - Amendments to allow a five-year carryback of net operating losses, including the operating losses of life insurance companies, incurred in 2008 & 2009.
HR 897 - Long-Term Care and Retirement Security Act of 2009 - Provisions revising the tax treatment of LTC insurance premiums and employee benefit plans.
S 94 - Long-Term Care Family Accessibility Act - tax treatment of LTC as possible incentive.
17. House(s) of Congress and Federal agencies Check if None
House of Representatives, 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 |
Melissa |
Rewinkel |
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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 ECN
16. Specific lobbying issues
HR 2118 - Amend Emergency Economic Stabilization Act of 2008 - Repayment procedures for entities receiving federal funding.
HR 2745 - TARP Repayment and Termination Act of 2009 - Provisions outlining repayment procedures for assistance received by entities under the TARP program.
17. House(s) of Congress and Federal agencies Check if None
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 |
Melissa |
Rewinkel |
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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 ECN
16. Specific lobbying issues
S 664 & HR 1754 - Financial System Stabilization and Reform Act of 2009 - New requirements for financial institutions and revised authority of OTS, CFTC and SEC.
17. House(s) of Congress and Federal agencies Check if None
House of Representatives, 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 |
Melissa |
Rewinkel |
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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
HR 2609 - Office of Insurance Information - Insurance Information Act of 2009 - Establishment, leadership, function, scope and responsibilities associated with formation of an Office of Insurance Information.
17. House(s) of Congress and Federal agencies Check if None
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 |
Melissa |
Rewinkel |
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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
HR 1409 - Employee Free Choice Act of 2009 - Card-check, procedural requirements for collective bargaining agreements, and preliminary investigation procedures.
17. House(s) of Congress and Federal agencies Check if None
House of Representatives, 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 |
Melissa |
Rewinkel |
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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
HR 2460 - Health Families Act - Provisions on required paid sick time for employees.
17. House(s) of Congress and Federal agencies Check if None
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 |
Melissa |
Rewinkel |
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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 GOV
16. Specific lobbying issues
S 566 - Financial Product Safety Commission Act of 2009 - Establishment, objectives, scope, responsibilities, coordination of enforcement, authorities and prohibitions.
17. House(s) of Congress and Federal agencies Check if None
House of Representatives, 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 |
Melissa |
Rewinkel |
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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 BAN
16. Specific lobbying issues
S 896 & HR 1106 - Helping Families Save Their Homes Act of 2009 - Mortgage modification provisions and servicer safe harbor provisions.
HR 2657 - Depositor Protection Act of 2009 - Clarification on financial emergency and available lines of credit.
HR 2660 - Regulatory Capital Enhancement Act of 2009 - Regulations and capital standards for special purpose entities.
HR 2695 - Credit Card Fair Fee Act of 2009 - Immunity and opt-out provisions.
17. House(s) of Congress and Federal agencies Check if None
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 |
Melissa |
Rewinkel |
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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 BAN
16. Specific lobbying issues
HR 627 - Credit Cardholders Bill of Rights - New requirements for consumer protection, disclosures and transparency and deadlines for implementation and compliance.
HR 2657 - Depositor Protection Act of 2009 - Clarification on financial emergency and available lines of credit.
HR 2660 - Regulatory Capital Enhancement Act of 2009 - Regulations and capital standards for special purpose entities.
HR 2695 - Credit Card Fair Fee Act of 2009 - Immunity and opt-out provisions.
17. House(s) of Congress and Federal agencies Check if None
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 |
Melissa |
Rewinkel |
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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 BAN
16. Specific lobbying issues
S 386 - Fraud Enforcement & Recovery Act of 2009 - New requirements, prohibitions, civil and criminal penalties for financial institutions and mortgage lending companies.
HR 1728 - Mortgage Reform and Anti-Predatory Lending Act - New disclosure requirements for mortgage lenders.
HR 2309 - Consumer Credit & Debt Protection Act - New authority provided to State Attorneys General and revised civil penalties.
HR 2657 - Depositor Protection Act of 2009 - Clarification on financial emergency and available lines of credit.
HR 2660 - Regulatory Capital Enhancement Act of 2009 - Regulations and capital standards for special purpose entities.
HR 2695 - Credit Card Fair Fee Act of 2009 - Immunity and opt-out provisions.
17. House(s) of Congress and Federal agencies Check if None
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 |
Melissa |
Rewinkel |
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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
S 697 - Community Living Assistance Services and Supports Act - New requirements that would result from creation of a national, voluntary long-term care insurance program.
17. House(s) of Congress and Federal agencies Check if None
House of Representatives, 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 |
Melissa |
Rewinkel |
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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
HR 2520 & S 1099 - Patient's Choice Act - Independent Health Record Trust Act of 2009 - State-based health care exchanges, tax treatment provisions, health savings accounts, grants related to long-term care and other programs.
17. House(s) of Congress and Federal agencies Check if None
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 |
Melissa |
Rewinkel |
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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 CSP
16. Specific lobbying issues
S 906 - Senior Investment Protection Act of 2009 - Measures to stop misleading and fraudulent marketing practices.
17. House(s) of Congress and Federal agencies Check if None
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 |
Melissa |
Rewinkel |
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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
HR 1988 - Conflicted Investment Advice Prohibition Act of 2009 - Requirements for investment advice programs, fiduciaries and independent advisers.
HR 1984 - 401(k) Fair Disclosure for Retirement Security Act of 2009 - Amendments to ERISA, requirements for individual account plan administrators and changes to civil penalties.
HR 2779 - Defined Contribution Plan Fee Transparency Act of 2009 - Disclosure requirements, methods and penalties for failure to disclose.
HR 2331 - Individual Recovery Assistance Act of 2009 - Amendments to Internal Revenue Code for pension plan distribution requirements.
17. House(s) of Congress and Federal agencies Check if None
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 |
Melissa |
Rewinkel |
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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
HR 2748 & S 1297 - Retirement Security Needs Lifetime Pay Act of 2009 - Exclusions and special rules for annuities.
S 401 - Defined Contribution Fee Disclosure Act of 2009 - Amendments to ERISA, notification requirements.
HR 2331 - Individual Recovery Assistance Act of 2009 - Amendments to Internal Revenue Code for pension plan distribution requirements.
17. House(s) of Congress and Federal agencies Check if None
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 |
Melissa |
Rewinkel |
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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
HR 2733 - Fixed Indexed Annuities and Insurance Products Classification Act of 2009 - Clarification of exemptions for certain annuity contract and insurance policies from Federal regulation.
17. House(s) of Congress and Federal agencies Check if None
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 |
Melissa |
Rewinkel |
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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 CSP
16. Specific lobbying issues
HR 2221 - Data Accountability and Trust Act - New requirements and prohibitions for information brokers.
HR 2345 - Amend Fair Credit Report Act-Revisions to the duties of some health care practices in use of consumer reports.
HR 2417 - Identity Protection Act of 2009 - Requirements and prohibitions for use of SSN and other account information.
17. House(s) of Congress and Federal agencies Check if None
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 |
Melissa |
Rewinkel |
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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 |