1st Quarter - Report

NATIONWIDE MUTUAL INSURANCE COMPANY for NATIONWIDE MUTUAL INSURANCE COMPANY

Firm
Client
Income
—
Expenses
$1,100,730
Expense method
A: Lobbying Disclosure Act definitions

What was lobbied

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

Copyright/Patent/Trademark CPT

HR 1260/S 515 - "Patent Reform Act of 2010"

LobbyistCovered position, as disclosed
STEVEN M ENGLISH —
MEREDITH A MULL —
JEFFREY D ROUCH —

Contacted: SENATE; HOUSE OF REPRESENTATIVES; Federal Trade Commission (FTC); Transportation, Dept of (DOT); Federal Emergency Management Agency (FEMA); Treasury, Dept of; Homeland Security, Dept of (DHS); Health & Human Services, Dept of (HHS); U.S. Copyright Office; Labor, Dept of (DOL)

Bills named: H.R. 1260 (111th)

Consumer Issues/Safety/Products CSP

HR 2221 - "Data Accountability and Trust Act of 2009" - Requires the Federal Trade Commission (FTC) to write rules on protecting individuals personal data information

LobbyistCovered position, as disclosed
STEVEN M ENGLISH —

Contacted: U.S. Copyright Office; Federal Emergency Management Agency (FEMA); Treasury, Dept of; Health & Human Services, Dept of (HHS); Homeland Security, Dept of (DHS); Transportation, Dept of (DOT); SENATE; Labor, Dept of (DOL); HOUSE OF REPRESENTATIVES; Federal Trade Commission (FTC)

Bills named: H.R. 2221 (111th)

Torts TOR

HR 1020 - "Arbitration Fairness Act of 2009" - Ban/nullify pre-dispute arbitration provisions in all consumer, employment and franchise contracts. S 537 - "Sunshine in Litigation Act of 2009" - Revises rules on the use of protective and sealing orders

LobbyistCovered position, as disclosed
STEVEN M ENGLISH —

Contacted: Health & Human Services, Dept of (HHS); Federal Emergency Management Agency (FEMA); U.S. Copyright Office; Labor, Dept of (DOL); SENATE; Federal Trade Commission (FTC); Treasury, Dept of; HOUSE OF REPRESENTATIVES; Homeland Security, Dept of (DHS); Transportation, Dept of (DOT)

Bills named: H.R. 1020 (111th)

Banking BAN

HR 786 - "To make permanent the temporary increase in deposit insurance coverage, and for other purposes" - Amends the Federal Deposit Insurance Act (FDIA) and the Federal Credit Union Act (FCUA) to redefine the standard maximum deposit insurance amount and the standard maximum share insurance amount as being $250,000, respectively HR 627/S 235 - "Credit Cardholders' Bill of Rights Act of 2009" - Amends the Truth in Lending Act to prohibit a creditor from increasing any annual percentage rate of interest (APR) applicable to the existing balance on an open end consumer credit card account unless specified conditions are met HR 2897 - "Bank Accountability and Risk Assessment Act of 2009" - Establish new assessments/premiums of the Federal Deposit Insurance Corporation (FDIC)

LobbyistCovered position, as disclosed
STEVEN M ENGLISH —

Contacted: Transportation, Dept of (DOT); SENATE; Treasury, Dept of; Health & Human Services, Dept of (HHS); Homeland Security, Dept of (DHS); HOUSE OF REPRESENTATIVES; Federal Trade Commission (FTC); Labor, Dept of (DOL); Federal Emergency Management Agency (FEMA); U.S. Copyright Office

Bills named: H.R. 786 (111th), H.R. 2897 (111th), H.R. 627 (111th)

Financial Institutions/Investments/Securities FIN

HR 3269- "Corporate and Financial Institution Compensation Fairness Act of 2009" - Gives shareholders a "say on pay" for top executives and ensure that they have a nonbinding advisory vote on their company's pay practices. Requires federal regulators to proscribe risky compensation practices of all financial institutions. Financial firms required to disclose compensation structures that include incentive-based elements.

LobbyistCovered position, as disclosed
STEVEN M ENGLISH —

Contacted: Transportation, Dept of (DOT); Homeland Security, Dept of (DHS); Treasury, Dept of; U.S. Copyright Office; HOUSE OF REPRESENTATIVES; SENATE; Health & Human Services, Dept of (HHS); Federal Emergency Management Agency (FEMA); Labor, Dept of (DOL); Federal Trade Commission (FTC)

Bills named: H.R. 3269 (111th)

Transportation TRA

HR 1895 - "The Safe Teen and Novice Driver Uniform Protection Act" - Establishes minimum requirements for state GDL laws, promotes action with incentive grant funds, and imposes a sanction on states who fail to meet those requirements HR 3617 - "The Surface Transportation Extension Act" - Authorizes surface transportation programs, funding for safety initiatives, highway safety programs and safety reforms HR 3994/S 1938 - "The Distracted Driving Prevention Act of 2009" - Provides incentives for states to ban texting while driving, cell phone use by novice drivers, creates public awareness program HR 3535/S 1536 - "The Alert Drivers Act of 2009" - Reduces Federal highway funding to states that do not ban cell phone texting while driving

LobbyistCovered position, as disclosed
STEVEN M ENGLISH —
MEREDITH A MULL —

Contacted: SENATE; Federal Emergency Management Agency (FEMA); Treasury, Dept of; Homeland Security, Dept of (DHS); HOUSE OF REPRESENTATIVES; Transportation, Dept of (DOT); Federal Trade Commission (FTC); U.S. Copyright Office; Health & Human Services, Dept of (HHS); Labor, Dept of (DOL)

Bills named: H.R. 3535 (111th), H.R. 3617 (111th), H.R. 3994 (111th), H.R. 1895 (111th)

Taxation/Internal Revenue Code TAX

Lobbying Congress on proposals related to both corporate and product taxation. Specifically, proposals regarding: life/non-life consolidated returns; Capital loss rule temporary relief; STOLI; Benefits of current tax treatment for life insurance and retirement product. Obama Administration's Green Book proposals on COLI and SA DRD (not yet in legislative form) S.Con Res. 13 - An original concurrent resolution setting forth trhe congressional budget for the United States Government for fiscal year 2010, revising the appropriate budgetary levels for fiscal year 2009, and setting forth the appropriate budgetary levels for fiscal years 2011 through 2014 S 823 - A bill to amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes HR 2452 - To amend the Internal Revenue Code of 1986 to allow a 5-year carryback of operating losses, and for other purposes HR 3669 - To prohibit employers from carrying life insurance policies on their rank and file employees HR 3590 - "Patient Protection and Affordable Care Act" - Would reform the health care system and includes prevention and wellness provisions, medicare reforms, individual and employer requirements, and excise tax on high cost plans HR 4872 - "The Health Care and Education Affordability Reconciliation Act of 2010" - would amend HR 3590, reform the health care system, includes changes to the excise tax, medicare payroll tax and economic substance doctrine S 1297 - "Retirement Security for Life Act of 2009 - A bill to amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments from annuities and similar payments of life insurance proceeds at dates later than death by excluding from income a portion of such payments HR 2748 - "Retirement Security Needs Lifetime Pay Act" - contains three provisions to encourage retirees to receive some of their retirement savings in the form of guaranteed lifetime income payments

LobbyistCovered position, as disclosed
GERARD M GOLDEN —
BRIDGET F HAGAN —

Contacted: Labor, Dept of (DOL); Transportation, Dept of (DOT); Treasury, Dept of; U.S. Copyright Office; Health & Human Services, Dept of (HHS); Homeland Security, Dept of (DHS); SENATE; HOUSE OF REPRESENTATIVES; Federal Trade Commission (FTC); Federal Emergency Management Agency (FEMA)

Bills named: H.R. 2452 (111th), H.R. 2748 (111th), H.R. 3590 (111th), H.R. 3669 (111th), S.Con.Res. 13 (111th), H.R. 4872 (111th)

Retirement RET

Proposals responding to the effect of the stock market decline on retirement savings accounts. Proposals to expand retirement coverage, including proposals to mandate payroll deduction IRAs (not yet in legislative form) Proposals regarding annuitization of assets from defined contribution plans (not yet in legislative form) HR 2989 - "To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006" - to increase 401(K) fee disclosure requirements and make changes to investment advice rules HR 1984 - "401(K) Fair Disclosure for Retirement Security Act" - To amend title 1 of the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans HR 2779 - "Defined contribution Plan Fee Transparency Act" - To amend the Internal Revenue Code of 1986 to provide transparency with respect to fees and expenses charged to participant-directed defined contribution plans, and to improve participant communication HR 1988 - To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans HR 2989 - To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006 S 2832 - "Lifetime Income Disclosure Act" - A lifetime income disclosure shall set forth the annuity equivalent of the total benefits accrued with respect to the participant or beneficiary S 401 - "Defined Contribution Fee Disclosure Act" - A bill to amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual accounts plans and for other purposes HR 3550 - "Senior Investor Protections Enhancement Act" - To enhance penalties for violations of securities protections that involve targeting seniors S 1659 - "Senior Investor Protections Enhancement Act" - To enhance penalties for violations of securities protections that involve targeting seniors HR 3669 - "Employer-Owned Life Insurance Limitation Act" - To prohibit employers from carrying life insurance policies on their rank and file employees

LobbyistCovered position, as disclosed
GERARD M GOLDEN —
BRIDGET F HAGAN —

Contacted: SENATE; Federal Trade Commission (FTC); HOUSE OF REPRESENTATIVES; Labor, Dept of (DOL); Health & Human Services, Dept of (HHS); Transportation, Dept of (DOT); Federal Emergency Management Agency (FEMA); Treasury, Dept of; Homeland Security, Dept of (DHS); U.S. Copyright Office

Bills named: H.R. 2779 (111th), H.R. 1988 (111th), H.R. 1984 (111th), H.R. 2989 (111th), H.R. 3550 (111th), H.R. 3669 (111th)

Housing HOU

HR 200/S 61 - "Helping Families Save their Homes in Bankruptcy Act of 2009" - Amends federal bankruptcy law governing a Chapter 13 debtor HR 225 - "Emergency Homeownership and Equity Protection Act of 2009" - Amends federal bankruptcy law governing a Chapter 13 debtor

LobbyistCovered position, as disclosed
STEVEN M ENGLISH —

Contacted: Health & Human Services, Dept of (HHS); HOUSE OF REPRESENTATIVES; SENATE; Labor, Dept of (DOL); Federal Emergency Management Agency (FEMA); Transportation, Dept of (DOT); Federal Trade Commission (FTC); Treasury, Dept of; Homeland Security, Dept of (DHS); U.S. Copyright Office

Bills named: H.R. 225 (111th), H.R. 200 (111th)

Health Issues HCR

HR 1897/S 803 - "The Healthy Workforce Act of 2009" - Would offer a tax credit to businesses that have comprehensive employee wellness programs S 866 - "Health Promotion FIRST Act of 2009" - Requires the Department of Health and Human Services to develop strategic plans for health promotion and funding and NIH to develop a health promotion research agenda S 1679 - "Affordable Health Choices Act" - Would reform the health care system, including employer requirements, delivery system reforms, provider payment reforms, prevention and wellness initiatives HR 3200 - House Tri-Committee Health Reform Bills - "America's Affordable Health Choices Act of 2009" - Would reform the health care system including a national health insurance exchange, public plan insurance option, employer and individual mandates and prevention program funding S 1796 - "America's Healthy Future Act" - Would reform the health care system and proposes a health insurance exchange, changes to employer benefit structures, prevention and wellness initiatives, Medicare reforms, tax policy financing proposals and co-ops HR 3590 - "Patient Protection and Affordable Care Act" - Would reform the health care system and includes prevention and wellness provisions, medicare reforms, individual and employer requirements, and health insurance exchanges Genetic Information Nondiscrimination Act of 2008 "GINA" interim final rules - Would prohibit employers from providing financial incentives to employees who complete a health risk assessment (HRA) that contain questions about family medical history HR 4872 - "The Health Care and Education Affordability Reconciliation Act of 2010" - would amend HR 3590, reform the health care system, includes changes to the excise tax, Medicare payroll tax and economic substance doctrine "President Obama Health Reform Proposal" - would reform the health care system, includes employer responsibility, individual mandate, fraud and waste provisions, Medicare Hospital Insurance Tax changes and reforms of Medicare Advantage

LobbyistCovered position, as disclosed
GERARD M GOLDEN —
BRIDGET F HAGAN —
MEREDITH A MULL —

Contacted: Homeland Security, Dept of (DHS); Federal Trade Commission (FTC); SENATE; Treasury, Dept of; Transportation, Dept of (DOT); Health & Human Services, Dept of (HHS); U.S. Copyright Office; Federal Emergency Management Agency (FEMA); Labor, Dept of (DOL); HOUSE OF REPRESENTATIVES

Bills named: H.R. 3590 (111th), H.R. 4872 (111th), H.R. 3200 (111th), H.R. 1897 (111th)

Economics/Economic Development ECN

HR 384 - "TARP Reform and Accountability Act of 2009" - Amends the Emergency Economic Stabilization Act of 2008 (EESA) to direct the Secretary of the Treasury to require specified depository institutions under the Troubled Asset Relief Program (TARP) to report periodically on their use of TARP assistance HR 1/S 336 - "American Recovery and Reinvestment Act of 2009" - $787 billion economic stimulus package including tax, employee, energy, appropriations, and flood insurance provisions

LobbyistCovered position, as disclosed
STEVEN M ENGLISH —
GERARD M GOLDEN —
BRIDGET F HAGAN —
MEREDITH A MULL —
JEFFREY D ROUCH —
NATHAN P WYMER —

Contacted: Treasury, Dept of; Federal Emergency Management Agency (FEMA); Transportation, Dept of (DOT); Federal Trade Commission (FTC); Homeland Security, Dept of (DHS); SENATE; Health & Human Services, Dept of (HHS); Labor, Dept of (DOL); U.S. Copyright Office; HOUSE OF REPRESENTATIVES

Bills named: H.R. 384 (111th), H.R. 1 (111th)

Budget/Appropriations BUD

HR 1 - "American Recovery and Reinvestment Act" - Provides funding for infrastructure, health IT, state and local investments, and changes to COBRA benefits H.Con.Res. 85/S.Con.Res. 13 - "Budget Resolution for Fiscal 2010" - A resolution setting forth the congressional budget for fiscal year 2010 and including the appropriate budgetary levels

LobbyistCovered position, as disclosed
BRIDGET F HAGAN —
MEREDITH A MULL —

Contacted: Transportation, Dept of (DOT); SENATE; Federal Trade Commission (FTC); U.S. Copyright Office; Homeland Security, Dept of (DHS); Labor, Dept of (DOL); Health & Human Services, Dept of (HHS); Federal Emergency Management Agency (FEMA); Treasury, Dept of; HOUSE OF REPRESENTATIVES

Bills named: H.Con.Res. 85 (111th), S.Con.Res. 13 (111th), H.R. 1 (111th)

Insurance INS

Insurance Regulatory Reform HR 1880 - "The National Insurance Consumer Protection Act" - Creates a federal insurance regulator HR 1479 - "Community Reinvestment Modernization Act of 2009" - Modifies and expands CRA to include non-bank institutions such as insurers HR 83 - "Homeowners Insurance Protection Act" - Creates a national catastrophic insurance fund to sell low-cost reinsurance contracts to state catastrophe funds, as well as set up a natural catastrophe commission HR 998 - "Policyholder Disaster Protection Act of 2009" - Amends the IRS Code of 1986 to provide for the creation of disaster protection funds by property and casualty insurance companies for the payment of policyholders' claims arising from future catastrophic events HR 1264 - "Multiple Peril Insurance Act of 2009" - Expands National Flood Insurance Program to include wind coverage HR 3059/S1368 - "Access to Repair Parts Act of 2009" - Amends patent law to allow for the use of after-market replacement auto crash parts HR 2571/S1363 - "Non-Admitted and Reinsurance Reform Act of 2009" - Reforms the surplus lines and reinsurance industries HR 2554 - "National Association of Registered Agents and Brokers Reform Act of 2009" - Creates national standards for insurance agents and brokers HR 3126 - "Consumer Financial Protection Agency Act of 2009" - Creates new agency to regulate various financial products Financial Regulatory Reform - Treasury White Paper and draft legislative titles, not yet introduced in Congress - Restructures financial services regulatory framework HR 2592 - "Safe Building Code Incentive Act of 2009" - Provides for incentives to states for passing and enforcing strict building codes S 886 - "Catastrophe Obligation Guarantee Act" - Establishes bond guarantees for states involved in earthquakes and hurricanes HR 3139 - (No Title) - Extends the National Flood Insurance Program (NFIP) through March 31, 2010 HR 3795 - "Over-the-Counter Derivatives Markets Act of 2009" - Regulations for OTC derivatives products /usage HR 3818 - "Private Fund Investment Advisers Registration Act of 2009" - Regulations on hedge funds/usage HR 3890 - "Accountability and Transparency in Rating Agencies Act" - Regulations on credit rating agencies HR 3817 - "Investor Protection Act of 2009" - Regulations on securities broker-dealers HR 2609 - Federal Insurance Office Act of 2009 - Establishes an office in Treasury Department to educate and collect data on insurance HR 3996 - "Financial Stability Improvement Act of 2009" - Systemic risk legislation HR 4173 - "The Wall Street Reform and Consumer Protection Act" - Combined legislation of bills listed above HR 4375/S 2886 - "The Banking Integrity Act of 2009" - Repeals Glass-Steagall Act HR 2555 - "Homeowners Defense Act of 2009" - Establishes a national catastrophe risk consortium

LobbyistCovered position, as disclosed
STEVEN M ENGLISH —
JEFFREY D ROUCH —
W CRAIG ZIMPHER —

Contacted: Transportation, Dept of (DOT); SENATE; Federal Trade Commission (FTC); U.S. Copyright Office; Homeland Security, Dept of (DHS); Health & Human Services, Dept of (HHS); HOUSE OF REPRESENTATIVES; Federal Emergency Management Agency (FEMA); Labor, Dept of (DOL); Treasury, Dept of

Bills named: H.R. 3126 (111th), H.R. 2592 (111th), H.R. 2609 (111th), H.R. 3059 (111th), H.R. 2554 (111th), H.R. 83 (111th), H.R. 1880 (111th), H.R. 3818 (111th), H.R. 4173 (111th), H.R. 2555 (111th), H.R. 3139 (111th), H.R. 998 (111th), H.R. 3817 (111th), H.R. 3890 (111th), H.R. 3996 (111th), H.R. 1479 (111th), H.R. 2571 (111th), H.R. 1264 (111th), H.R. 3795 (111th), H.R. 4375 (111th)

Labor Issues/Antitrust/Workplace LBR

HR 2625/S 1153 - "Tax Equity for Health Plan Beneficiaries Act of 2009" - Would end the federal tax inequities for employer-sponsored health coverage provided to domestic partners and other non-spouse, non-dependent beneficiaries HR 3017/S 1584 - "Employment Non-Discrimination Act" - Would extend federal job protections against discrimination to gay, lesbian, bisexual and transgender Americans

LobbyistCovered position, as disclosed
MEREDITH A MULL —

Contacted: U.S. Copyright Office; Labor, Dept of (DOL); HOUSE OF REPRESENTATIVES; Homeland Security, Dept of (DHS); Federal Emergency Management Agency (FEMA); Federal Trade Commission (FTC); Health & Human Services, Dept of (HHS); Transportation, Dept of (DOT); Treasury, Dept of; SENATE

Bills named: H.R. 2625 (111th), H.R. 3017 (111th)

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.