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LOBBYING REPORT |
Lobbying Disclosure Act of 1995 (Section 5) - All Filers Are Required to Complete This Page
2. Address
Address1 | 1201 F STREET, NW |
Address2 | SUITE 950 |
City | WASHINGTON |
State | DC |
Zip Code | 20004 |
Country | USA |
3. Principal place of business (if different than line 2)
City | Schaumburg |
State | IL |
Zip Code | 60196 |
Country | USA |
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5. Senate ID# 42193-12
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6. House ID# 307150000
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TYPE OF REPORT | 8. Year | 2023 |
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: Gregg Sheiowitz, Vice President, Head of Federal Affairs |
Date | 7/20/2023 8:48:08 AM |
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. 1740, To amend the Water Infrastructure Finance and Innovation Act of 2014 to establish payment and performance security requirements for projects, and for other purposes.
General discussions related to artificial intelligence
General discussions related to property and casualty insurance
General discussions related to cyber and data privacy
General discussions related to pandemic insurance
General discussion related to an extension of the debt limit
General Discussions related to FIO
General discussions on global insurers in the marketplace
Discussions regarding the re-authorization and reform of the National Flood Insurance Program (NFIP)
Monitor and participate in discussions regarding data privacy and data breach proposals.
General discussions about liability exposures and the COVID-19 pandemic.
Legislation and proposals regarding natural catastrophe related policies.
Discussions regarding the insurability of cyber exposures.
General discussions related to international capital standards.
Discussions regarding autonomous vehicles.
Legislation and proposals related to the national Flood Insurance Program including a focus on pre-event mitigation and long-term resilience.
Oversight (Federal Insurance Office), and potential CFPB activities related to P&C insurance.
General discussions on Commercial Insurance regulation.
General issues related to resilience and mitigation, as related to P&C insurance.
General discussions related to the Federal Insurance Office.
General discussions related to the National Cybersecurity Strategy.
General discussions related to international capital standards.
General discussions on global insurers in the marketplace.
General discussions on the International Association of Insurance Supervisors.
General discussions on innovation in the insurance industry.
General discussions on retroactive active changes to business interruption insurance.
General discussions on flood resilience and the U.S. mortgage market.
General discussions on relating to supply chain resiliency vis-a-vis the COVID-19 pandemic and other disruptions.
General discussions related to OFAC advisory related to ransomware payments.
General discussions related to artificial intelligence (AI) and machine learning.
General discussions related to Executive Order 14028, Improving the Nation's Cybersecurity.
General discussions related to the Driver's Privacy Protection Act.
Discussions related to surety bonding requirements in the WIFIA program.
Discussions regarding CISA RFI on Cyber Incident Reporting for Critical Infrastructure Act
Discussions regarding Treasury Departments Federal Insurance Office request for comment (RFC) on Potential Federal Insurance Response to Catastrophic Cyber Incidents
Monitor legislative proposals on Data Privacy, including H.R. 1165, the Data Privacy Act of 2023
Monitor proposals related to cyber risk and insurance
Monitor cannabis legislation, including H.R. 2891/S.1323, SAFE Banking Act
Legislation and regulation affecting provision of property/casualty insurance
Legislation regarding cybersecurity requirements and incident reporting
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, Treasury - Dept of, U.S. SENATE, Executive Office of the President (EOP), Homeland Security - Dept of (DHS), Commerce - Dept of (DOC), State - Dept of (DOS), Federal Housing Finance Agency (FHFA), Housing & Urban Development - Dept of (HUD), Natl Security Council (NSC)
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 |
Gregg |
Sheiowitz |
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David |
Mork |
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Thomas |
Santos |
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Jeffrey |
Sands |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
Zurich Insurance Group - interests are those of parent company.
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. 3665, Defending American Jobs and Investment Act
H.R. 3938, Build It in America Act
Discussions regarding the implementation of the Inflation Reduction Act (P.L. 117-169)
Discussions related to tax credits for apprenticeships
Monitor legislation and developments related to climate change
Monitor development of international tax proposals
Monitor proposal related to tax in COVID-19 legislation; monitor implementation of the Tax Cuts and Jobs Act of 2017 (P.L.115-97), provisions related to prevention of base erosion, treatment of P&C insurance, life insurance, and corporate rates
Coronavirus Aid, Relief, and Economic Security Act (CARES Act), (P.L. 116-136); including issues relating to tax provisions and the treatment of net operating losses (NOLs)
Inflation Reduction Act (P.L. 117-169)
Discussions related to life insurance
Monitor reports regarding US-Swiss tax treaty
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Treasury - Dept of, Executive Office of the President (EOP)
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 |
Gregg |
Sheiowitz |
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David |
Mork |
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Thomas |
Santos |
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Jeffrey |
Sands |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
Zurich Insurance Group - interests are those of parent company.
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
S.189, Mind Your Own Business Act
H.J.Res.30/S.J. Res.8, Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Department of Labor relating to "Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights.
General discussions on apprenticeships
General discussions around congressional action on diversity & inclusion
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Labor - Dept of (DOL), Commerce - Dept of (DOC)
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 |
Gregg |
Sheiowitz |
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David |
Mork |
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Thomas |
Santos |
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Jeffrey |
Sands |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
Zurich Insurance Group - interests are those of parent company.
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 AGR
16. Specific lobbying issues
S.795, A bill to amend the Federal Crop Insurance Act to improve education and risk management assistance, and for other purposes
General discussion related to 2023 Farm Bill
Monitor proposals related to Federal Crop Insurance Programs
Track proposals related to precision agriculture technologies, including S. 734 and H.R. 1697
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Agriculture - Dept of (USDA), Risk Management Agency, Executive Office of the President (EOP)
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 |
Gregg |
Sheiowitz |
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David |
Mork |
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Thomas |
Santos |
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Jeffrey |
Sands |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
Zurich Insurance Group - interests are those of parent company.
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 TRD
16. Specific lobbying issues
H.R.448, Putting Investors First Act of 2023
General discussions related to export controls international trade and sanctions
National Defense Authorization Act for Fiscal Year 2020, (P.L. 116-92), including provisions relating to sanctions.
Discussions related to proposals to facilitate and promote competitive financial services markets.
Discussions on insourcing and foreign direct investment.
Support of House Global Investment Caucus.
General discussions in support of covered agreements.
General discussions related to a U.S. Swiss FTA.
Monitored developments related to U.S. sanctions activity.
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Treasury - Dept of, Executive Office of the President (EOP)
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 |
Gregg |
Sheiowitz |
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David |
Mork |
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Thomas |
Santos |
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Jeffrey |
Sands |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
Zurich Insurance Group - interests are those of parent company.
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 ENV
16. Specific lobbying issues
H.R. 1, Lower Energy Costs Act
H.R. 317, SEC Act of 2023
H.R. 1099, Protect Farmers from the SEC Act
H.R. 1119/S. 523, Freedom to Invest in a Sustainable Future Act
H.R. 1506, Prohibits the establishment of any federal advisory committees related to environmental, social, and governance aspects.
Implementation of Inflation Reduction Act (P.L. 117-169)
Monitor the developments and proposals related to the disclosure of financial risks associated with climate change.
Monitor the developments and proposals related to the disclosure and reporting of carbon emissions.
Monitor legislation and developments related to climate change.
Monitor legislation and Regulatory Action related to climate risk finance.
Developments and proposals related to climate resiliency and sustainability.
Legislation and proposals regarding natural catastrophe-related policies.
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, State - Dept of (DOS), Treasury - Dept of, Executive Office of the President (EOP)
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 |
Gregg |
Sheiowitz |
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David |
Mork |
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Thomas |
Santos |
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Jeffrey |
Sands |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
Zurich Insurance Group - interests are those of parent company.
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 LAW
16. Specific lobbying issues
Discussions regarding the impact of Third-Party Litigation Financing
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 |
Gregg |
Sheiowitz |
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David |
Mork |
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Thomas |
Santos |
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Jeffrey |
Sands |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
Zurich Insurance Group - interests are those of parent company.
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 AUT
16. Specific lobbying issues
H.R. 621, Preventing Auto Recycling Theft (PART) Act
S. 154, Preventing Auto Recycling Theft (PART) Act
Federal Trade Commission Motor Vehicle Dealers Trade Regulation Rule
Federal Trade Commission Unfair or Deceptive Fees Trade Regulation Rule
General discussions about electric vehicles
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, 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 |
Gregg |
Sheiowitz |
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David |
Mork |
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Thomas |
Santos |
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Jeffrey |
Sands |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
Zurich Insurance Group - interests are those of parent company.
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
H.R. 2811, Limit, Save, Grow Act of 2023
H.R. 3746, Fiscal Responsibility Act of 2023 (Public Law No: 118-5)
Coronavirus Aid, Relief, and Economic Security Act (CARES Act) (P.L. 116-136)
General Discussions related to the P&C insurance within COVID-19 responses
Issues related to the LDA exemption in the Foreign Agents Registration Act
Monitor ESG proposals
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Treasury - Dept of, Securities & Exchange Commission (SEC)
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 |
Gregg |
Sheiowitz |
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David |
Mork |
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Thomas |
Santos |
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Jeffrey |
Sands |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
Zurich Insurance Group - interests are those of parent company.
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 ROD
16. Specific lobbying issues
Monitor implementation of the Infrastructure Investment and Jobs Act (Public Law 117-58).
Monitor developments on infrastructure legislation and large-scale infrastructure improvements.
General discussions around roadway safety.
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Executive Office of the President (EOP)
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 |
Gregg |
Sheiowitz |
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David |
Mork |
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Thomas |
Santos |
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Jeffrey |
Sands |
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19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
Zurich Insurance Group - interests are those of parent company.
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 |
CONVICTIONS DISCLOSURE
29. Have any of the lobbyists listed on this report been convicted in a Federal or State Court of an offense involving bribery,
extortion, embezzlement, an illegal kickback, tax evasion, fraud, a conflict of interest, making a false statement, perjury, or money laundering?
Lobbyist Name | Description of Offense(s) |