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LOBBYING REPORT |
Lobbying Disclosure Act of 1995 (Section 5) - All Filers Are Required to Complete This Page
2. Address
Address1 | ONE NATIONWIDE PLAZA, 1-34-02 |
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City | COLUMBUS |
State | OH |
Zip Code | 43215 |
Country | USA |
3. Principal place of business (if different than line 2)
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5. Senate ID# 26411-12
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6. House ID# 329850000
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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: Jeffrey D. Rouch, SVP Government Relations |
Date | 10/19/2009 |
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
Insurance Regulatory Reform
HR 1880 - "The National Insurance Consumer Protection Act" - Creates a federal insurance regulator
HR 1479 - "Community Reinvestment Modernization Act of 2009" - Modifies and expands CRA to include non-bank institutions such as insurers
HR 83 - "Homeowners Insurance Protection Act" - Creates a national catastrophic insurance fund to sell low-cost reinsurance contracts to state catastrophe funds, as well as set up a natural catastrophe commission
HR 998 - "Policyholder Disaster Protection Act of 2009" - Amends the IRS Code of 1986 to provide for the creation of disaster protection funds by property and casualty insurance companies for the payment of policyholders' claims arising from future catastrophic events
HR 1264 - "Multiple Peril Insurance Act of 2009" - Expands National Flood Insurance Program to include wind coverage
HR 3059/S1368 - "Access to Repair Parts Act of 2009" - Amends patent law to allow for the use of after-market replacement auto crash parts
HR 2571/S1363 - "Non-Admitted and Reinsurance Reform Act of 2009" - Reforms the surplus lines and reinsurance industries
HR 2554 - "National Association of Registered Agents and Brokers Reform Act of 2009" - Creates national standards for insurance agents and brokers
HR 3126 - "Consumer Financial Protection Agency Act of 2009" - Creates new agency to regulate various financial products
Financial Regulatory Reform - Treasury White Paper and draft legislative titles, not yet introduced in Congress - Restructures financial services regulatory framework
HR 2592 - "Safe Building Code Incentive Act of 2009" - Provides for incentives to states for passing and enforcing strict building codes
S 886 - "Catastrophe Obligation Guarantee Act" - Establishes bond guarantees for states involved in earthquakes and hurricanes
HR 3139 - (No Title) - Extends the National Flood Insurance Program (NFIP) through March 31, 2010
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, Treasury - Dept of, Federal Emergency Management Agency (FEMA), U.S. SENATE, Homeland Security - Dept of (DHS)
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 |
Steven M. |
English |
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Jeffrey D. |
Rouch |
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W. Craig |
Zimpher |
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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 CPT
16. Specific lobbying issues
HR 1260/S 515 - "Patent Reform Act of 2009"
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, U.S. Copyright Office
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 |
Meredith A. |
Mull |
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Steven M. |
English |
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Jeffrey D. |
Rouch |
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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 786 - "To make permanent the temporary increase in deposit insurance coverage, and for other purposes" - Amends the Federal
Deposit Insurance Act (FDIA) and the Federal Credit Union Act (FCUA) to redefine the standard maximum deposit insurance amount
and the standard maximum share insurance amount as being $250,000, respectively
HR 627/S 235 - "Credit Cardholders' Bill of Rights Act of 2009" - Amends the Truth in Lending Act to prohibit a creditor from increasing any annual percentage rate of interest (APR) applicable to the existing balance on an open end consumer credit card account unless specified conditions are met
HR 2897 - "Bank Accountability and Risk Assessment Act of 2009" - Establish new assessments/premiums of the Federal Deposit Insurance Corporation (FDIC)
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 |
Steven M. |
English |
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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 HOU
16. Specific lobbying issues
HR 200/S 61 - "Helping Families Save their Homes in Bankruptcy Act of 2009" - Amends federal bankruptcy law governing a Chapter 13 debtor
HR 225 - "Emergency Homeownership and Equity Protection Act of 2009" - Amends federal bankruptcy law governing a Chapter 13 debtor
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 |
Steven M. |
English |
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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 BUD
16. Specific lobbying issues
HR 1 - "American Recovery and Reinvestment Act" - Provides funding for infrastructure, health IT, state and local investments, and changes to COBRA benefits
H.Con.Res. 85/S.Con.Res. 13 - "Budget Resolution for Fiscal 2010" - A resolution setting forth the congressional budget for fiscal year 2010 and including the appropriate budgetary levels
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 |
Bridget F. |
Hagan |
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Meredith A. |
Mull |
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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 384 - "TARP Reform and Accountability Act of 2009" - Amends the Emergency Economic Stabilization Act of 2008 (EESA) to direct the Secretary of the Treasury to require specified depository institutions under the Troubled Asset Relief Program (TARP) to report periodically on their use of TARP assistance
HR 1/S 336 - "American Recovery and Reinvestment Act of 2009" - $787 billion economic stimulus package including tax, employee, energy, appropriations, and flood insurance provisions
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 |
Bridget F. |
Hagan |
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Gerard M. |
Golden |
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Meredith A. |
Mull |
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Jeffrey D. |
Rouch |
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Steven M. |
English |
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Nathan P. |
Wymer |
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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 TOR
16. Specific lobbying issues
HR 1020 - "Arbitration Fairness Act of 2009" - Ban/nullify pre-dispute arbitration provisions in all consumer, employment and franchise contracts.
S 537 - "Sunshine in Litigation Act of 2009" - Revises rules on the use of protective and sealing orders
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 |
Steven M. |
English |
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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
Lobbying Congress on proposals related to both corporate and product taxation. Specifically, proposals regarding: life/non-life consolidated returns; Capital loss rule temporary relief; STOLI; Benefits of current tax treatment for life insurance and retirement product. Obama Administration's Green Book proposals on COLI and SA DRD (not yet in legislative form)
S.Con Res. 13 - An original concurrent resolution setting forth trhe congressional budget for the United States Government for fiscal year 2010, revising the appropriate budgetary levels for fiscal year 2009, and setting forth the appropriate budgetary levels for fiscal years 2011 through 2014
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 |
Gerard M. |
Golden |
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Bridget F. |
Hagan |
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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
Proposals responding to the effect of the stock market decline on retirement savings accounts. Proposals to expand retirement coverage, including proposals to mandate payroll deduction IRAs (not yet in legislative form)
Proposals regarding annuitization of assets from defined contribution plans (not yet in legislative form)
HR 2989 - "To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006" - to increase 401(K) fee disclosure requirements and make changes to investment advice rules
HR 1984 - "401(K) Fair Disclosure for Retirement Security Act" - To amend title 1 of the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans
HR 2779 - "Defined contribution Plan Fee Transparency Act" - To amend the Internal Revenue Code of 1986 to provide transparency with respect to fees and expenses charged to participant-directed defined contribution plans, and to improve participant communication
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 |
Bridget F. |
Hagan |
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Gerard M. |
Golden |
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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 of 2009" - Requires the Federal Trade Commission (FTC) to write rules on protecting individuals personal data information
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, Federal Trade Commission (FTC)
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 |
Steven M. |
English |
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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 1897/S 803 - "The Healthy Workforce Act of 2009" - Would offer a tax credit to businesses that have comprehensive employee
wellness programs
S 866 - "Health Promotion FIRST Act of 2009" - Requires the Department of Health and Human Services to develop strategic plans for health promotion and funding and NIH to develop a health promotion research agenda
S 1679 - "Affordable Health Choices Act" - Would reform the health care system, including employer requirements, delivery system reforms, provider payment reforms, prevention and wellness initiatives
HR 3200 - House Tri-Committee Health Reform Bills - "America's Affordable Health Choices Act of 2009" -
Would reform the health care system including a national health insurance exchange, public plan insurance option, employer and individual mandates and prevention program funding
"America's Healthy Future Act" (Senate Finance Committee, no bill # available) - Would reform the health care system and proposes a health insurance exchange, changes to employer benefit structures, prevention and wellness initiatives, Medicare reforms, tax policy financing proposals and co-ops
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 |
Meredith A. |
Mull |
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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 2625/S 1153 - "Tax Equity for Health Plan Beneficiaries Act of 2009" - Would end the federal tax inequities for employer-sponsored health coverage provided to domestic partners and other non-spouse, non-dependent beneficiaries
HR 3017/S 1584 - "Employment Non-Discrimination Act" - Would extend federal job protections against discrimination to gay, lesbian, bisexual and transgender Americans
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 |
Meredith A. |
Mull |
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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 TRA
16. Specific lobbying issues
HR 1895 - "The Safe Teen and Novice Driver Uniform Protection Act" - Establishes minimum requirements for state GDL laws, promotes action with incentive grant funds, and imposes a sanction on states who fail to meet those requirements
HR 3617 - "The Surface Transportation Extension Act" - Authorizes surface transportation programs, funding for safety initiatives, highway safety programs and safety reforms
17. House(s) of Congress and Federal agencies Check if None
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 |
Meredith A. |
Mull |
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Steven M. |
English |
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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
HR 3269- "Corporate and Financial Institution Compensation Fairness Act of 2009" - Gives shareholders a "say on pay" for top executives and ensure that they have a nonbinding advisory vote on their company's pay practices. Requires federal regulators to proscribe risky compensation practices of all financial institutions. Financial firms required to disclose compensation structures that include incentive-based elements.
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, Treasury - Dept of
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 |
Steven M. |
English |
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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) |
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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 |