2nd Quarter - Report — THE COUNCIL OF INSURANCE AGENTS AND BRO… for COUNCIL OF INSURANCE AGENTS AND BROKERS (2025)

Firm

THE COUNCIL OF INSURANCE AGENTS AND BROKERS

Client

COUNCIL OF INSURANCE AGENTS AND BROKERS

Income

—

Expenses

$350,000

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 relating to financial services regulatory reform, the National Flood Insurance Program, employer-sponsored health care, the Terrorism Risk Insurance Program, credit risk transfer, pandemic risk insurance, data privacy, data breach notification, cyber insurance, budget insurance, and safe harbor for cannabis related businesses. NARAB

Lobbyist	Covered position, as disclosed
BLAIRE BARTLETT	—
KATIE KING	—
JOEL KOPPERUD	—

Contacted: Treasury, Dept of; Health & Human Services, Dept of (HHS); Centers For Medicare and Medicaid Services (CMS); Internal Revenue Service (IRS); HOUSE OF REPRESENTATIVES; Federal Emergency Management Agency (FEMA); Office of Personnel Management (OPM); SENATE; Labor, Dept of (DOL)

Health Issues HCR

Issues related to health care reform and employer reporting requirements established under the Affordable Care Act, along with prescription drug pricing, broker compensation transparency requirements, and employer requirements established as a result of COVID-19. Additionally, mental health parity and telehealth coverage, as well as ESRD legislation.

Lobbyist	Covered position, as disclosed
BLAIRE BARTLETT	—
KATIE KING	—
JOEL KOPPERUD	—

Contacted: Labor, Dept of (DOL); Internal Revenue Service (IRS); SENATE; Health & Human Services, Dept of (HHS); HOUSE OF REPRESENTATIVES; Centers For Medicare and Medicaid Services (CMS)

Taxation/Internal Revenue Code TAX

Preserving the tax exclusion for employer provided health benefits and employee health benefit contributions, as well as changes to the federal tax code as it relates how businesses are organized and IRA and Roth accounts.

Lobbyist	Covered position, as disclosed
BLAIRE BARTLETT	—
KATIE KING	—
JOEL KOPPERUD	—

Contacted: Treasury, Dept of; SENATE; Internal Revenue Service (IRS); HOUSE OF REPRESENTATIVES

Banking BAN

Issues relating to Credit Risk Transfer, Data security and data breach notification, and The SAFE Banking Act. Issues related to Third Party Litigation Reform

Lobbyist	Covered position, as disclosed
BLAIRE BARTLETT	—
JOEL KOPPERUD	—

Contacted: HOUSE OF REPRESENTATIVES; Treasury, Dept of; Internal Revenue Service (IRS); SENATE

Labor Issues/Antitrust/Workplace LBR

Issues related to PBM transparency and reporting, broker compensation transparency, and employer requirements established as result of COVID-19.

Lobbyist	Covered position, as disclosed
BLAIRE BARTLETT	—
KATIE KING	—
JOEL KOPPERUD	—

Contacted: SENATE; HOUSE OF REPRESENTATIVES; Labor, Dept of (DOL)

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.