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LOBBYING REPORT |
Lobbying Disclosure Act of 1995 (Section 5) - All Filers Are Required to Complete This Page
2. Address
| Address1 | 1501 M Street, N.W., Suite 600 |
Address2 | |
| City | WASHINGTON |
State | DC |
Zip Code | 20005-1755 |
Country | USA |
3. Principal place of business (if different than line 2)
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Zip Code | |
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5. Senate ID# 4675-12
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6. House ID# 312420000
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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. | ||||||||
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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 |
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| Signature | Digitally Signed By: Ralph P. Kass, Controller |
Date | 04/17/2009 |
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 HCR
16. Specific lobbying issues
House
The American Recovery and Reinvestment Act ("Stimulus Bill") - H.R. 1
Children's Health Insurance Program Reauthorization Act of 2009 - H.R. 2
Community Pharmacy Fairness Act of 2009 - H.R. 1204
Healthy Americans Act H.R. 1321
Emergency Retiree Health Benefits Protection Act H.R. 1322
Health Care Reform
Discussions with committee staff on Councils Report: Condition Critical Ten Prescriptions for Reforming Health Care Quality, Coast and Coverage January 2009.
Group letter to Budget Committee on cost savings and flexibility Fiscal Year 2010 Budget Resolution
Senate
American Recovery and Reinvestment Act - S. 1
Healthy Americans Act - S. 391
Health Care Reform
Discussions with committee staff on Councils Report: Condition Critical Ten Prescriptions for Reforming Health Care Quality, Coast and Coverage January 2009.
Group letter to Budget Committee on cost savings and flexibility Fiscal Year 2010 Budget Resolution
Regulatory communication with covered federal officials on legislative issues
DOL, Treasury/IRS - COBRA subsidy provisions the American Recovery and Reinvestment Act (ARRA) H.R. 1, Public Law 111-5
White House/Executive Office of the President: OMB & NEC Stand for Quality Coalition health care reform
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Internal Revenue Service (IRS), Labor - Dept of (DOL), White House Office, 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 |
James |
Klein |
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Paul |
Dennett |
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Kathryn |
Wilber |
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Jill |
Randolph |
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Lynn |
Dudley |
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Diann |
Howland |
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Pension Policy Director, Senate HELP Committee |
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Kenneth |
Porter |
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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
House
The American Recovery and Reinvestment Act of 2009 ("Stimulus Bill") - H.R. 1
Lilly Ledbetter Fair Pay Act of 2009 - H.R. 11
American Recovery and Reinvestment Tax Act of 2009 - H.R. 598
Limit Executive Compensation Abuse Act - H.R. 857
Troubled Asset Relief Program (TARP) Bonus Tax Legislation - H.R. 1586
The Worker, Retiree, and Employer Recovery Act - H.R. 7327
Pension Funding - additional funding relief for defined benefit pension plans meetings with Congressional staff
Retirement Security defined contribution plans, 401 (k) plans, automatic IRAs, investment advice and the Savers Credit staff of Ways & Means and Education and Labor Committees
Fiscal Year 2010 budget resolution (Automatic IRA Act of 2007 H.R. 2167)
Senate
The American Recovery and Reinvestment Act of 2009 S. 1
Lilly Ledbetter Fair Pay Act of 2009 S. 181
Cap Executive Officer Pay Act of 2009 - S. 360
The Defined Contribution Plan Fee Disclosure Act S. 2473
Fiscal Year 2010 budget resolution
Regulatory communication with covered federal officials on legislative issues
Treasury/IRS - the Worker, Retiree, and Employer Recovery Act of 2008 (WRERA) 2009 Minimum Required Distribution provisions (MRD)
Treasury/IRS executive compensation Emergency Economic Stabilization Act of 2008 (EESA)
Treasury/IRS Guidance Requested regarding use of the yield curve to determine pension liabilities and other funding issues.
Treasury/IRS the American Recovery and Reinvestment Act of 2009 application of withholding tables to retirees
17. House(s) of Congress and Federal agencies Check if None
U.S. HOUSE OF REPRESENTATIVES, U.S. SENATE, Treasury - Dept of, Internal Revenue Service (IRS),
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 |
James |
Klein |
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Lynn |
Dudley |
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Janet |
Jacobson |
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Diann |
Howland |
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Pension Policy Director, Senate HELP Committee |
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Jill |
Randolph |
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Kenneth |
Porter |
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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) |
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 |