4th Quarter - Report

NEW YORK LIFE INSURANCE COMPANY for NEW YORK LIFE INSURANCE COMPANY

Firm
Client
Income
—
Expenses
$540,000
Expense method
A: Lobbying Disclosure Act definitions

What was lobbied

3 issue areas, each in the filer's own words, with who lobbied on it and where.

Labor Issues/Antitrust/Workplace LBR

Issues related to definition of HIPAA excepted benefits. Issues related to paid family and medical leave.

LobbyistCovered position, as disclosed
JULIE HERWIG —
AMBER MILENKEVICH New Staff Assistant (2017-2018), Legislative Correspondent (2018-2019), Legislative Assistant (2109-2020), Legislative Director (2021-2022) - Office of Rep. Al Lawson

Taxation/Internal Revenue Code TAX

Issues related to the corporate alternative minimum tax. Issues related to the tax treatment of life insurance. Issues related to Subchapter L of the IRS Code. Issues related to HR 5707 and S 4740, The Secure Families Future Act, all provisions.

LobbyistCovered position, as disclosed
JULIE HERWIG —
DOUGLAS LATHROP —
JONATHAN PAONE —
COURTNEY SCHOENBORN —
MARIA ZECCA —

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Bills named: H.R. 5707 (118th)

Retirement RET

Issues related to HR 10467, the Retirement Simplification and Clarity Act, all provisions. Issues related to technical changes to SECURE 2.0, Pub. L. 117-328.

LobbyistCovered position, as disclosed
JULIE HERWIG —
AMBER MILENKEVICH New Staff Assistant (2017-2018), Legislative Correspondent (2018-2019), Legislative Assistant (2109-2020), Legislative Director (2021-2022) - Office of Rep. Al Lawson

Bills named: H.R. 10467 (118th)

Shown as published by the Senate Office of Public Records and the House Clerk under the Lobbying Disclosure Act. The official filing is the record; open it for the full form.