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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 |
Address2 |
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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 | 2015 |
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 | 10/16/2015 5:11:10 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
Fiscal Year 2016 Appropriations. H.R. 719, Continuing Appropriations Act, 2016 (PL 114-53): Funding levels affecting the Social Security Administration, Supplemental Security Income, Medicare, Medicaid, and Older Americans Act programs.
Fiscal Year 2016 Appropriations and Reconciliation. (No bills.) Proposals for Omnibus Appropriations, including sequester caps, and Reconciliation that would affect Social Security, Supplemental Security Income, Medicare, Medicaid, and Older Americans Act programs.
Departments of Labor, Health and Human Services, Education, and Related Agencies Appropriations Act, 2016. H.R. 3020, S. 1695: Proposed funding levels for programs under the Administration on Community Living and the State Health Insurance Assistance Program (Ships).
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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Julie |
Tippens |
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Lisa |
Swirsky |
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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
Medicare Privatization. (No bill.) Proposals to transform traditional Medicare to a private insurance carrier program.
Medicare Benefit Redesign. (No bill.) Proposals 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. 1083, H.R. 2005, the Medicare Drug Savings Act: proposals
to extend the application of Medicaid drug rebates to prescription drugs paid for by Medicare and used by Medicare-Medicaid eligible beneficiaries (dual-eligibles), and by people receiving the Medicare Part D Low-Income Subsidy.
Medicare Prescription Drug Price Negotiation. H.R. 3061, S. 31, the Medicare Prescription Drug Price Negotiation Act of 2015: proposals to authorize the Secretary of the Department of Health and Human Services to negotiate discounts, rebates, and other price concessions to lower the cost paid by Medicare to pharmaceutical manufacturers.
Medicare Prescription Drug Plan Option. H.R. 3261, S. 1884, the Medicare Prescription Drug Savings and Choice Act of 2015: proposals to create one or more Medicare-administered drug plans with uniform premiums, providing seniors with the opportunity to purchase drugs directly through the Medicare program; requires the federal government to use its purchasing power to negotiate lower prices on prescription drugs for beneficiaries who enroll in the Medicare-administered plan.
Medicare Home Health Benefits. (No bill.) Proposals pertaining to copayments for beneficiaries receiving the Medicare home health benefit.
Medicare Observation Status. S. 843, H.R. 1571, Improving Access to Medicare Coverage Act of 2015: proposal to count days in the hospital in observation status toward meeting the three-day prior hospitalization requirement for skilled nursing facility (SNF) care eligibility.
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.
Patent Reform. S. 1137, Patent Act; H.R.9, Innovation Act: proposals to omit brand manufacturers from the U.S. Patent Office expedited review process intended to allow generic manufacturers to bypass costly litigation when challenging drug patents.
Expanding Drug Monopolies. H.R. 6, 21st Century Cures Act: proposal to extend orphan drug market exclusivity for existing drugs to new indications.
Reducing Prescription Drug Costs. S. 2023, H.R. 3513, Prescription Drug Affordability Act: proposals to allow Medicare to negotiate drug prices, to allow Medicare and Medicaid to receive additional rebates from brand and generic drugs, and to allow for the re-importation of drugs from Canada.
Chronic Care Coordination. (No bill.) Proposals to facilitate the delivery of high-quality care for people with Medicare living with multiple chronic conditions.
Medicare Vision, Dental and Hearing Coverage. H.R. 3308, Seniors Have Eyes, Ears and Teeth Act: proposal to provide Medicare coverage for vision, hearing and dental services.
Medicare Hearing Coverage. H.R. 1653, the Medicare Hearing Aid Coverage Act of 2015: proposal to provide Medicare coverage for the cost of hearing aids and examinations.
Medicare Dental Coverage. S. 570, H.R. 1055, the Comprehensive Dental Reform Act: proposal to extend comprehensive dental coverage to all Medicare, Medicaid, and VA beneficiaries.
Medicare Part B Premium and Deductible Increase. S. 2148, Protecting Medicare Beneficiaries Act of 2015; H.R. 3696, Medicare Premium Fairness Act of 2015: proposals to prevent steep increases in Medicare Part B premiums and deductibles in 2016.
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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Julie |
Tippens |
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Lisa |
Swirsky |
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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
Department of Labor (DOL) Retirement Advisor Fiduciary Rule. (No bill.) Proposed DOL rule to protect Americans from conflicts of interest when brokers and other financial advisors give retirement advice.
Social Security Identity Theft. H.R. 380, the Medicare Identity Theft Prevention Act of 2015, P.L. 114-10: provision to require the removal of Social Security numbers from Medicare cards.
The Older Americans Act. S. 192, Older Americans Act Reauthorization Act of 2015: provisions related to the reauthorization of the Older Americans Act.
Social Security Commission. H.R. 1578, Social Security Commission Act of 2015: proposals to require a proposed commission to make recommendations for achieving solvency of the Social Security trust funds for 75 years.
Social Security Disability Insurance. H. Res. 5, Rules for the 114th Congress: Actions pertaining to Section 3, Subsection (q), a point of order against legislation to reallocate funds from the Social Security Old Age and Survivors Insurance (OASI) Trust Fund to the Disability Insurance Trust Fund unless accompanied by benefit cuts or tax increases that improve the solvency of the combined trust funds.
Social Security Disability Trust Fund Solvency. H.R. 3621, H.R. 3150, S. 2090: proposals to extend the solvency of the Social Security Disability Trust (SSDI) Fund variously through the reallocation of revenue from the Old Age and Insurance Trust Fund to the SSDI Trust Fund or by combining the two funds.
Social Security Expansion. H.R. 1391, Social Security 2100 Act: proposals to improve benefits and to strengthen Social Securitys financing by eliminating the payroll tax cap and implementing a gradual increase in workers and employers contributions to Social Security.
Social Security Equality. H.R. 1404 and S. 753, Social Security and Marriage Equality Act: proposals to require the Social Security Administration to recognize same-sex marriage for the purposes of survivor, retirement and other benefits.
Supplemental Security Income (SSI). H.R. 2442, S. 1387, Supplemental Security Income Restoration Act of 2015: proposals to update provisions in the SSI program to reflect inflation since 1972 and to increase the asset limit to $10,000 for an individual and $15,000 for a couple.
Supplemental Security Income and Social Security Benefits. H.R. 2511, School Attendance Improves Lives (SAIL) Act: proposals to require SSI beneficiaries between the ages of 16-17 to attend school full-time in order to qualify for benefits.
Supplemental Security Income and Social Security Benefits. H.R. 2504, Control Unlawful Fugitive Felons (CUFF) Act; proposal to authorize the Social Security Administration to suspend Social Security or SSI benefits to individuals with outstanding arrest warrants or who have violated the terms of their parole.
Social Security Benefit Statement. (No bill.) Efforts to have the Social Security Administration resume annual distribution of benefit statements to eligible individuals.
Eliminating Government Pension Offset and Windfall Elimination Provision. S. 1651, H.R. 973, Social Security Fairness Act: proposal to repeal the Government Pension Offset and Windfall Elimination Provision.
Modifying Windfall Elimination Provision. H.R. 711, Equal Treatment of Public Servants Act: proposal to replace the current Windfall Elimination Provision with a new Social Security formula.
Protecting Seniors from Garnishment. (No bill.) Proposals to protect Social Security beneficiaries from having their Social Security benefits garnished to recover unpaid student loans.
Caregiver Social Security Credits. H.R. 3377, Social Security Caregiver Credit Act of 2015: proposal to provide wage credits for individuals who reduce their participation in the workforce or leave the workforce to provide care to specified family members and relatives.
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), Labor - Dept of (DOL)
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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Julie |
Tippens |
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Lisa |
Swirsky |
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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 affecting 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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Julie |
Tippens |
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Lisa |
Swirsky |
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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
Family Caregiver Assistance. S. 1719, H.R. 1578, Recognize, Assist, Include, Support, and Engage (RAISE) Family Caregivers Act of 2015: proposal directing the Department of Health and Human Services to develop, maintain, and periodically update a National Family Caregiving Strategy.
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)
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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Julie |
Tippens |
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Lisa |
Swirsky |
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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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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:
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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 |