1st Quarter - Report

NEW YORK LIFE INSURANCE COMPANY for NEW YORK LIFE INSURANCE COMPANY

Firm
Client
Income
—
Expenses
$1,100,000
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.

Taxation/Internal Revenue Code TAX

Issues related to the tax treatment of life insurance products and companies. H.R. 2082, Well-Being Insurance for Seniors to be at Home Act, all provisions. H.R. 6324, Retirement Simplification and Clarity Act, all provisions.

LobbyistCovered position, as disclosed
JUSTIN BROWN —
KERRY COLE —
HEIDI ANN ECKER New —
JULIE HERWIG —
JONATHAN PAONE —
EMILIE TOUCHE —

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Bills named: H.R. 6324 (119th), H.R. 2082 (119th)

Retirement RET

Issues relating to increasing access to and awareness of Social Security survivor benefits for bereaved children. Issues related to proposals to clarify (i) the non-fiduciary status of insurance companies in the administration of insurance contracts issued to ERISA retirement plans, and (ii) the non-ERISA status of insurance company general account assets that support these contracts.

LobbyistCovered position, as disclosed
JUSTIN BROWN —
KERRY COLE —
HEIDI ANN ECKER New —
JULIE HERWIG —
JONATHAN PAONE —
EMILIE TOUCHE —

Contacted: HOUSE OF REPRESENTATIVES; SENATE

Financial Institutions/Investments/Securities FIN

Issues related to provisions in the Basel III Endgame proposal impacting mutual life insurers. Issues related to data privacy and modernization of the Gramm Leach Bliley Act.

LobbyistCovered position, as disclosed
KERRY COLE —
JULIE HERWIG —

Contacted: SENATE; HOUSE OF REPRESENTATIVES

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.