|
LOBBYING REPORT |
Lobbying Disclosure Act of 1995 (Section 5) - All Filers Are Required to Complete This Page
2. Address
Address1 | 901 F STREET, NW |
Address2 | SUITE 550 |
City | WASHINGTON |
State | DC |
Zip Code | 20004 |
Country | USA |
3. Principal place of business (if different than line 2)
City | Philadelphia |
State | PA |
Zip Code | 19106 |
Country | USA |
|
5. Senate ID# 51445-12
|
||||||||
|
6. House ID# 347690000
|
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 | |||||||||
---|---|---|---|---|---|---|---|---|---|
12. Lobbying | 13. Organizations | ||||||||
INCOME relating to lobbying activities for this reporting period was: | EXPENSE relating to lobbying activities for this reporting period were: | ||||||||
|
|
||||||||
|
|
||||||||
Provide a good faith estimate, rounded to the nearest $10,000, of all lobbying related income for the client (including all payments to the registrant by any other entity for lobbying activities on behalf of the client). | 14. REPORTING Check box to indicate expense accounting method. See instructions for description of options. | ||||||||
Method A.
Reporting amounts using LDA definitions only
Method B. Reporting amounts under section 6033(b)(8) of the Internal Revenue Code Method C. Reporting amounts under section 162(e) of the Internal Revenue Code |
Signature | Digitally Signed By: Patricia A. Henry, Executive Vice President, Government and Industry Affairs |
Date | 01/19/2010 |
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
False Claims Act Clarification Act of 2009 - S. 458; False Claims Act Correction Act of 2009 - HR 1788
National Commission on State Workers' Compensation Laws Act of 2009 - HR 635
Issues related to the federal crop insurance program
Issues related to the use of credit scores in personal lines of insurance
Financial System Regulatory Overhaul: Wall Street and Consumer Protection Act - HR 4173; Restoring American Financial Stability Act (discussion draft introduced by Senator Dodd)
Financial System Stabilization and Reform Act of 2009 - HR 1754, S. 664
Financial Stability Improvement Act of 2009 - HR 3996
Consumer Financial Protection Agency Act of 2009 - HR 3126
Insurance Information Act of 2009 - HR 2609; National Insurance Consumer Protection Act - HR 1880
Insurance Industry Competition Act of 2009 - HR 1583
Nonadmitted and Reinsurance Reform Act of 2009 - HR 2571, S. 1363
Concerns regarding the Troubled Asset Relief Program (TARP)
Departments of Interior and Defense Appropriations Bills: Short-term extensions of National Flood Insurance Program
Legislative and tax issues impacting supplemental medical and disability policies and providers
Affordable Health Care for America Act - HR 3962; The Patient Protection and Affordable Care Act - HR 3590
Health Insurance Industry Antitrust Enforcement Act of 2009 - HR 3596, S. 1681
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, 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 |
Patricia |
Henry |
|
|
|
Karen |
Valanzano |
|
|
19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
ACE Limited - Reform insurance regulatory environment
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
International taxation: Stop Tax Haven Abuse Act - HR 1265, S. 506
Proposal to alter tax treatment of affiliate reinsurance transactions - HR 3424
Proposal to disallow the deferral of overseas income
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 |
Patricia |
Henry |
|
|
|
Karen |
Valanzano |
|
|
19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
ACE Limited - Tax changes affecting US subsidiaries and reinsurance transactions
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
China - Joint Commission on Commerce & Trade (JCCT)
US-Colombia Free Trade Agreement (FTA); South Korea FTA; Panama FTA
Trans-Pacific Partnership (TPP) Agreement
Issues related to insurance regulation in Japan; and issues related to investment in Thailand
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, U.S. Trade Representative (USTR), Treasury - Dept of, Commerce - Dept of (DOC), State - Dept of (DOS)
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 |
Karen |
Valanzano |
|
|
|
Yancy |
Molnar |
|
|
19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
ACE Limited - International commerce; expand free trade
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
Litigation issues: Sunshine in Litigation Act of 2009 - HR 1508, S. 537
False Claims Act Clarification Act of 2009 - S. 458; False Claims Act Correction Act of 2009 - HR 1788
Notice Pleading Restoration Act - S. 1504
Liability for Aiding and Abetting Securities Violations Act of 2009 - S. 1551
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 |
Patricia |
Henry |
|
|
|
Karen |
Valanzano |
|
|
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 AGR
16. Specific lobbying issues
Issues related to the federal crop insurance 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 |
Patricia |
Henry |
|
|
|
Karen |
Valanzano |
|
|
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
Health Insurance Industry Antitrust Enforcement Act of 2009 - HR 3596, S. 1681
Shareholder Bill of Rights Act of 2009 - S. 1074
Issues related to shareholder proxy access
Affordable Health Care for America Act - HR 3962; The Patient Protection and Affordable Care Act - HR 3590
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 |
Patricia |
Henry |
|
|
|
Karen |
Valanzano |
|
|
19. Interest of each foreign entity in the specific issues listed on line 16 above Check if None
Information Update Page - Complete ONLY where registration information has changed.
20. Client new address
Address | |
||||||
City | |
State | |
Zip Code | |
Country | |
21. Client new principal place of business (if different than line 20)
City | |
State | |
Zip Code | |
Country | |
22. New General description of client’s business or activities
LOBBYIST UPDATE
23. Name of each previously reported individual who is no longer expected to act as a lobbyist for the client
|
|
||||||||
1 |
|
3 |
|
||||||
2 |
|
4 |
|
ISSUE UPDATE
24. General lobbying issue that no longer pertains
|
|
|
|
|
|
|
|
|
AFFILIATED ORGANIZATIONS
25. Add the following affiliated organization(s)
Internet Address:
Name | Address |
Principal Place of Business (city and state or country) |
||||||||||||
| ||||||||||||||
|
26. Name of each previously reported organization that is no longer affiliated with the registrant or client
1 | 2 | 3 |
FOREIGN ENTITIES
27. Add the following foreign entities:
Name | Address |
Principal place of business (city and state or country) |
Amount of contribution for lobbying activities | Ownership percentage in client | ||||||||||
| ||||||||||||||
|
% |
28. Name of each previously reported foreign entity that no longer owns, or controls, or is affiliated with the registrant, client or affiliated organization
1 | 3 | 5 |
2 | 4 | 6 |