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LOBBYING REPORT |
Lobbying Disclosure Act of 1995 (Section 5) - All Filers Are Required to Complete This Page
2. Address
Address1 | 10 G STREET, NE, #600 |
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City | WASHINGTON |
State | DC |
Zip Code | 20002-4215 |
Country | USA |
3. Principal place of business (if different than line 2)
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5. Senate ID# 27467-12
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6. House ID# 303670000
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TYPE OF REPORT | 8. Year | 2014 |
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: Max Richtman |
Date | 1/13/2015 1:30:32 PM |
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
President of the U.S. FY 2016 Budget. (No bill.) Proposals on Medicare, Medicaid, Older Americans Act programs, the Medicaid Qualified Individual (QI) Program, and the White House Conference on Aging.
FY 2015 Budget of the U.S. (No bills in 4th Quarter 2014.) Proposals affecting Social Security Administration administrative funding, Social Security benefits, Medicare, Medicaid, Veterans benefits, Older Americans Act programs, Low Income Home Energy Assistance Program.
FY 2015 Omnibus Appropriations. H.R. 83, Making consolidated appropriations for the fiscal year ending September 30, 2015, and for other purposes: Provision to allow multiemployer pension plan trustees to reduce the earned and vested pension benefits of current retirees.
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, President of the U.S., Vice President of the U.S., Executive Office of the President (EOP), Office of Management & Budget (OMB), Treasury - Dept of, Natl Economic Council (NEC)
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 |
Max |
Richtman |
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Dan |
Adcock |
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Webster |
Phillips |
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Diane |
Lifsey |
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Brenda |
Sulick |
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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
Insurance Marketplaces. H.R. 3522, Employee Health Care Protection Act of 2013: provisions allowing health insurers to continue offering group health insurance coverage outside of the insurance marketplaces established by the Affordable Care Act, even if the coverage does not comply with its coverage requirements.
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Social Security Administration (SSA), Administration on Aging, Executive Office of the President (EOP), Justice - Dept of (DOJ)
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 |
Max |
Richtman |
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Dan |
Adcock |
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Webster |
Phillips |
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Diane |
Lifsey |
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Brenda |
Sulick |
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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 IMM
16. Specific lobbying issues
Immigration Reform. S. 744, The Border Security, Economic Opportunity and Immigration Modernization Act: proposals guaranteeing immigrants authorized to work as a result of immigration reform access to all of their wages for the purpose of qualifying for Social Security benefits; ensuring reimbursement of the Social Security trust funds for costs associated with immigration reform; allowing lawfully present individuals who are working and paying all applicable taxes access to federal safety net programs, particularly Medicare and Medicaid; and denying work-authorized immigrants their eligibility to receive credit toward future Social Security benefits for wages earned prior to being granted lawful presence.
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 |
Max |
Richtman |
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Dan |
Adcock |
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Webster |
Phillips |
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Diane |
Lifsey |
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Brenda |
Sulick |
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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
Minimum Wage Increase. S. 1737, Minimum Wage Fairness Act: provision raising the federal minimum wage from $7.25 to $10.10 by 2016.
Unemployment Compensation. (No bill.) Proposals delaying concurrent receipt of unemployment compensation and Social Security Disability Insurance benefits.
17. House(s) of Congress and Federal agencies Check if None
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 |
Max |
Richtman |
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Dan |
Adcock |
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Webster |
Phillips |
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Diane |
Lifsey |
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Brenda |
Sulick |
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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 MMM
16. Specific lobbying issues
Federal Coordinated Health Care Office (Medicare-Medicaid Coordination Office). (No bill.) Proposals related to the activities of the Federal Coordinated Health Care Office intended to improve the quality of care for recipients receiving benefits from both Medicare and Medicaid, i.e., dual-eligibles.
Medicare Advantage. S. 2552, H.R.4998, Medicare Advantage Participant Bill of Rights Act of 2014: provisions to establish necessary protections for seniors enrolled in Medicare Advantage plans.
Medicare Benefit Redesign. S. 11, Fiscal Sustainability Act of 2013: provisions pertaining to Parts A and B deductibles; premiums, including means-testing; a catastrophic cap on out-of-pocket spending; the eligibility age; and proposals to privatize Medicare.
Medicare Drug Savings. S. 740, H.R. 1588, Medicare Drug Savings Act of 2013: provisions to extend the application of Medicaid drug rebates to prescription drugs paid for by Medicare and used by people eligible for both Medicare and Medicaid (dual-eligibles), and by people receiving the Medicare Part D Low-Income Subsidy.
Medicare Home Health Benefits. (No bill.) Proposals pertaining to copayments for beneficiaries receiving the Medicare home health benefit.
Medicare Part D Negotiation of Drug Prices. S. 408, H.R. 928, Medicare Prescription Drug Savings and Choice Act of 2013: proposals to create a Medicare-operated prescription drug plan, allowing or requiring the Secretary of the Department of Health and Human Services to negotiate price concessions from pharmaceutical manufacturers for drugs purchased under the Part D program.
Medicare Physician Fees and Extenders. H.R. 4015, SGR Repeal and Medicare Provider Payment Modernization Act of 2014; S. 2157, Commonsense Medicare SGR Repeal and Beneficiary Access Improvement Act of 2014: provisions relating to a permanent fix of the sustainable growth rate (SGR) formula used to determine physician fees under Part B; the extension of the Qualified Individual (QI) program; and the therapy caps.
Medicare Supplemental Health Insurance. (No bill.) Proposals to increase costs for Medicare beneficiaries who purchase Medigap insurance.
Medicare Observation Status. S. 569, H.R. 1179, Improving Access to Medicare Coverage Act of 2013: legislation to count days in the hospital in observation status toward meeting the three-day prior hospitalization requirement for skilled nursing facility (SNF) care eligibility.
Nursing Home Staffing. H.R. 5373, Put A Registered Nurse in the Nursing Home Act of 2014: legislation to require nursing homes and skilled nursing facilities that receive Medicare and/or Medicaid reimbursement to have at least one direct care registered nurse on duty at all times.
Comprehensive Health Care Reform. P.L. 111-148, Patient Protection and Affordable Care Act; P.L. 111-152, Health Care and Education Reconciliation Act of 2010: implementation of provisions reducing Medicare Advantage plan payments; requiring higher income Medicare beneficiaries to pay an increased share of Medicare Parts B and D premium costs; expanding benefits for low-income beneficiaries under the Medicare Savings Programs and the Part D Low-Income Subsidy (LIS); expanding coverage of prevention services; testing payment and delivery system reforms; and providing expanded Medicaid coverage.
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Health & Human Services - Dept of (HHS), Centers For Medicare and Medicaid Services (CMS), Administration on Aging, 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 |
Max |
Richtman |
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Dan |
Adcock |
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Webster |
Phillips |
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Diane |
Lifsey |
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Brenda |
Sulick |
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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
Consumer Price Index for Elderly Consumers. S. 308, Protecting and Preserving Social Security Act; H.R. 3118, Strengthening Social Security Act of 2013: provisions establishing a consumer price index of elderly consumers (CPI-E) for the computation of cost-of-living adjustments for Social Security benefits.
Chained CPI. (No bill.) Proposals that a chained Consumer Price Index be used to calculate Social Security cost-of-living adjustments.
Social Security Privatization. (No bill.) Proposals to convert Social Security to a system of private investment accounts.
Social Security Benefits. (No bill.) Proposals requiring progressive indexing, modifying cost-of-living adjustments, and increasing the Social Security retirement age.
Annual Social Security Statements. (No bill.) Efforts to ensure adherence to requirement for the restoration of mailing annual Social Security statements to all workers.
Social Security Payroll Tax Cap and Womens Social Security Improvements and Protections. S. 567, Strengthening Social Security Act of 2013; H.R. 5024, Social Security Caregiver Credit Act of 2014: provisions raising the amount of wages subject to payroll taxes and safeguarding and improving benefit equity for women, including improving survivor benefits; providing Social Security credits for caregiving; enhancing the special minimum benefit; equalizing rules for disabled and working widows; restoring student benefits; improving benefits for disabled children; strengthening the cost-of-living adjustments; increasing the basic benefit; and equalizing benefits for same-sex married couples.
Social Security Benefits. H.R. 1374, Social Security Enhancement and Protection Act of 2013: provisions to strengthen the Social Security special minimum benefit; to increase benefits after 20 years of eligibility; to reinstate the students benefit; and to increase the Social Security tax rate.
Social Security Equality. S. 2305, Social Security and Marriage Equality Act; H.R. 5182, Social Security and Medicare Parity Act of 2014: proposals to require the Social Security Administration to recognize same-sex marriage for the purposes of survivor, retirement and other benefits.
Social Security Benefits Termination. H.R. 5739, No Social Security for Nazis Act: provisions to terminate the payment of Social Security benefits to individuals who, during their application for U.S. citizenship, concealed or misrepresentation their participation in World War II Nazi persecution.
Social Security Administration Commissioner Confirmation Hearing and Deputy Commissioner Appointment. (No bill.) Issues surrounding the leadership transition at the Social Security Administration.
Social Security Commission. H.R. 4786, Social Security Commission Act of 2014: proposal to establish a commission that would develop policy options for restoring the Social Security program to solvency for the next 75 years, including fast-track authority for moving legislation recommending policy options through Congress.
Social Security Service Delivery. S. 2742, Improving Access to Social Security Services Act; H.R. 4964, Seniors Access to Social Security Act of 2014: proposal directing the Social Security Administration to revise its policy regarding the manner in which it provides certain services to the public and to seniors.
Social Security Program Integrity. H.R. 4090, Social Security Fraud and Error Prevention Act of 2014: proposal to improve the Social Security Administrations ability to fight fraud, prevent errors and protect the Social Security Trust Funds.
Social Security Disability Insurance (SSDI). (No bill.) Proposals to strengthen SSDI and to ensure that funding is available to pay benefits both for current and future beneficiaries.
The Older Americans Act. S. 1562, Older Americans Act Reauthorization Act of 2014: provisions related to the reauthorization of the Older Americans Act.
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Social Security Administration (SSA), Administration on Aging, Executive Office of the President (EOP), Justice - Dept of (DOJ)
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 |
Max |
Richtman |
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Dan |
Adcock |
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Webster |
Phillips |
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Diane |
Lifsey |
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Brenda |
Sulick |
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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
Corporate Taxes. S. 250, Corporate Tax Dodging Prevention Act: proposal to end corporate tax breaks for shifting jobs and profits offshore.
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 |
Max |
Richtman |
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Dan |
Adcock |
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Webster |
Phillips |
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Diane |
Lifsey |
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Brenda |
Sulick |
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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 TRD
16. Specific lobbying issues
Trans-Pacific Partnership (TPP) Agreement. (No bill). Proposals that would affect prescription drug, biologic drug and medical device costs in public programs such as Medicare and Medicaid.
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 |
Max |
Richtman |
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Dan |
Adcock |
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Webster |
Phillips |
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Diane |
Lifsey |
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Brenda |
Sulick |
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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 WEL
16. Specific lobbying issues
Supplemental Security Income. H.R. 1601, S. 2089, Supplemental Security Income Restoration Act of 2013: proposal to strengthen and improve access to Supplemental Security Income benefits by expanding the resources limit, increasing the general income disregard, and eliminating the reduction in benefits for in-kind support and maintenance and other provisions.
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 |
Max |
Richtman |
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Dan |
Adcock |
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Webster |
Phillips |
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Diane |
Lifsey |
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Brenda |
Sulick |
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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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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:
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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 |