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LOBBYING REPORT |
Lobbying Disclosure Act of 1995 (Section 5) - All Filers Are Required to Complete This Page
2. Address
Address1 | 701 8th St NW |
Address2 | Suite 610 |
City | Washington |
State | DC |
Zip Code | 20001 |
Country | USA |
3. Principal place of business (if different than line 2)
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5. Senate ID# 13803-12
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6. House ID# 323180000
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TYPE OF REPORT | 8. Year | 2018 |
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: Annette Guarisco Fildes |
Date | 4/20/2018 4:51:42 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 HCR
16. Specific lobbying issues
Affordable Care Act, all provisions and related regulations, including repeal of ACA 40% excise tax; ACA Reporting (IRC 6055 and 6056); ACA Shared Responsibility for Employers Provisions; wellness issues; out-of-pocket (OOP) limits related to cost sharing, nondiscrimination, 1332 waivers
ADA and GINA (in conjunction with employer-based wellness programs)
HIPAA compliance
Mental Health Parity
Tax Treatment of Employer-Sponsored Health Insurance
Disability Insurance Claims Appeals
Prescription Drug Costs
Value-Driven Care in Public and Private Coverage
Medicare Advantage
American Health Care Act/Better Care Reconciliation Act
H.R. 173 / S. 58 - Middle Class Health Benefits Tax Repeal Act of 2017
H.R. 1313 - Preserving Employee Wellness Programs Act
COBRA, including H.R. 2579 - Broader Options for Americans Act
HSAs, including S. 403 - Health Savings Act of 2017, H.R. 5138 the Bipartisan HSA Improvement Act, and H.R. 365 the Primary Care Enhancement Act, HSA limit changes
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Council of Economic Advisers (CEA), Equal Employment Opportunity Commission (EEOC), Health & Human Services - Dept of (HHS), Internal Revenue Service (IRS), Labor - Dept of (DOL), Natl Economic Council (NEC), Treasury - Dept of, Centers For Medicare and Medicaid Services (CMS), 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 |
Annette |
Guarisco Fildes |
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James |
Gelfand |
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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
PBGC premiums
ERISA 420; all provisions
Tax reform and impact on employer-sponsored retirement plans
Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act; all provisions
Paid leave
H.R. 761 - Pension and Budget Integrity Act (PBIA)/S. 270 - Pension and Budget Integrity Act
IRS Notice 2015-19 - Revisions to the Employee Plans Determination Letter Program
General issues and regulations: pension and retirement proposals
Department of Labor Definition of Fiduciary regulations
De-risking defined benefit plans
EEO-1 Form Changes
Frozen defined benefit plans and nondiscrimination testing
Lifetime income illustrations on benefit statements
Tuition Reimbursement (Section 127 of Internal Revenue Code) and student loan debt relief
Treasury and IRS proposals and final regulations implementing the cash balance and pension equity plan provisions of the Pension Protection Act of 2006 (PPA)
H.R. 3596 - Rightsizing Pension Premiums Act of 2017
401(k) Fee lawsuits
17. House(s) of Congress and Federal agencies Check if None
U.S. SENATE, U.S. HOUSE OF REPRESENTATIVES, Internal Revenue Service (IRS), Labor - Dept of (DOL), Pension Benefit Guaranty Corporation (PBGC), 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 |
Annette |
Guarisco Fildes |
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William |
Hansen |
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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
Address | 701 8th St NW, Suite 610 |
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City | Washington |
State | DC |
Zip Code | 20001 |
Country | USA |
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 |