3rd Quarter - Report

NEW YORK LIFE INSURANCE COMPANY for NEW YORK LIFE INSURANCE COMPANY

Firm
Client
Income
—
Expenses
$720,000
Expense method
A: Lobbying Disclosure Act definitions

What was lobbied

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

Insurance INS

Issues related to paid family medical leave and disability insurance. Issues related to financial institutions' historical policies. Issues relating to diversity, equity, and inclusion. Issues related to requirements for the application of the Employee Retirement Income Security Act of 1974 (ERISA) to general account policies that receive contributions from employee benefit plans.

LobbyistCovered position, as disclosed
WHYTNE BROOKS —
KERRY COLE —
JULIE HERWIG —
JENNIFER SHAPIRO —

Contacted: SENATE; HOUSE OF REPRESENTATIVES

Taxation/Internal Revenue Code TAX

H.R. 5376, the Build Back Better Act, issues related to the tax treatment of life insurance reserves, deferred acquisition costs (DAC), the corporate minimum tax and wash sales rules.

LobbyistCovered position, as disclosed
JULIE HERWIG —
DOUGLAS LATHROP —

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Bills named: H.R. 5376 (117th)

Computer Industry CPI

Issues related to cybersecurity, breach notification, and data privacy standards.

LobbyistCovered position, as disclosed
WHYTNE BROOKS —
JULIE HERWIG —

Financial Institutions/Investments/Securities FIN

Issues related to SEC rulemaking on security based swap position. Issues related to the application of Exchange Act Rule 15c2-11 to fixed income markets.

LobbyistCovered position, as disclosed
KERRY COLE —
JULIE HERWIG —
JENNIFER SHAPIRO —

Contacted: Securities & Exchange Commission (SEC)

Retirement RET

Issues related to retirement security, including H.R. 2954, the Securing and Strong Retirement Act of 2021, S. 1770, the Retirement Security and Savings Act, and S. 4808, the Enhancing American Retirement Now Act.

LobbyistCovered position, as disclosed
WHYTNE BROOKS —
JULIE HERWIG —
DOUGLAS LATHROP —
JONATHAN PAONE —
COURTNEY SCHOENBORN —
JENNIFER SHAPIRO —

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Bills named: S. 1770 (117th), H.R. 2954 (117th), S. 4808 (117th)

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.