4th Quarter - Report

ZURICH AMERICAN INSURANCE COMPANY for ZURICH AMERICAN INSURANCE COMPANY

Firm
Client
Income
—
Expenses
$450,000
Expense method
A: Lobbying Disclosure Act definitions

What was lobbied

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

Insurance INS

H.R. 1740/S. 2928, Water Infrastructure Subcontractor and Taxpayer Protection Act of 2023 General discussions related to property and casualty insurance General discussions related to cyber and data privacy General discussions related to pandemic insurance General discussion related to an extension of the debt limit General Discussions related to FIO General discussions on global insurers in the marketplace Monitor and participate in discussions regarding data privacy and data breach proposals. Legislation and proposals regarding natural catastrophe related policies. Discussions regarding the insurability of cyber exposures. Discussions regarding autonomous vehicles. Legislation and proposals related to the national Flood Insurance Program including a focus on pre-event mitigation and long-term resilience. Oversight (Federal Insurance Office), and potential CFPB activities related to P&C insurance. General discussions on Commercial Insurance regulation. General issues related to resilience and mitigation, as related to P&C insurance. General discussions related to the Federal Insurance Office. General discussions related to the National Cybersecurity Strategy. General discussions on the International Association of Insurance Supervisors. General discussions on innovation in the insurance industry. General discussions on retroactive active changes to business interruption insurance. General discussions on flood resilience and the U.S. mortgage market. General discussions on relating to supply chain resiliency vis-a-vis the COVID-19 pandemic and other disruptions. General discussions related to OFAC advisory related to ransomware payments. General discussions related to artificial intelligence (AI) and machine learning. General discussions related to Executive Order 14028, Improving the Nation's Cybersecurity. General discussions related to the Driver's Privacy Protection Act. Discussions regarding CISA RFI on Cyber Incident Reporting for Critical Infrastructure Act Discussions regarding Treasury Departments Federal Insurance Office consideration of Potential Federal Insurance Response to Catastrophic Cyber Incidents Monitor legislative proposals on Data Privacy, including H.R. 1165, the Data Privacy Act of 2023 Monitor cannabis legislation, including H.R. 2891/S.1323, SAFE Banking Act Monitor Treasury Departments RFI on Uses, Opportunities, and Risks of Artificial Intelligence in the Financial Services Sector Monitor Department of Treasurys Final Rule issue of Surety Companies Doing Business with United States Monitor implementation of the Department of the Treasury Bureau of the Fiscal Service rule regarding Surety Companies Doing Business With the United States Monitor S.2860, SAFER Banking Act Legislation regarding cybersecurity requirements and incident reporting. Monitor proposals related to cyber risk insurance. Educate lawmakers on the proposed HHS/IRS/DOL rule impacting supplemental medical benefits. Insurance issues related to Public Health Services Act (PHSA), Internal Revenue Code (IRC), Employee Retirement Income Security Act (ERISA), and Affordable Care Act (ACA) Acts. Monitor Public Health Services Act (PHSA), Internal Revenue Code (IRC), Employee Retirement Income Security Act (ERISA), and Affordable Care Act (ACA) developments.

Foreign entity interest: Zurich Insurance Group - interests are those of parent company.

LobbyistCovered position, as disclosed
MARCEL MOORE CALDWELL —
DAVID MORK —
JEFFREY SANDS —
GREGG SHEIOWITZ —
GARY WHIDBY New —

Contacted: Commerce, Dept of (DOC); Homeland Security, Dept of (DHS); HOUSE OF REPRESENTATIVES; Federal Housing Finance Agency (FHFA); Housing & Urban Development, Dept of (HUD); Treasury, Dept of; Natl Security Council (NSC); State, Dept of (DOS); Executive Office of the President (EOP); SENATE

Bills named: H.R. 2891 (118th), S. 1323 (118th), H.R. 1740 (118th), S. 2860 (118th), H.R. 1165 (118th), S. 2928 (118th)

Taxation/Internal Revenue Code TAX

H.R. 3665, Defending American Jobs and Investment Act H.R. 3938, Build It in America Act Discussions regarding the implementation of the Inflation Reduction Act (P.L. 117-169) Discussions related to tax credits for apprenticeships Monitor legislation and developments related to climate change Monitor development of international tax proposals Monitor proposal related to tax in COVID-19 legislation; monitor implementation of the Tax Cuts and Jobs Act of 2017 (P.L.115-97), provisions related to prevention of base erosion, treatment of P&C insurance, life insurance, and corporate rates Coronavirus Aid, Relief, and Economic Security Act (CARES Act), (P.L. 116-136); including issues relating to tax provisions and the treatment of net operating losses (NOLs) Inflation Reduction Act (P.L. 117-169) Discussions related to life insurance Monitor reports regarding US-Swiss tax treaty

Foreign entity interest: Zurich Insurance Group - interests are those of parent company.

LobbyistCovered position, as disclosed
MARCEL MOORE CALDWELL —
DAVID MORK —
JEFFREY SANDS —
GREGG SHEIOWITZ —
GARY WHIDBY New —

Contacted: Executive Office of the President (EOP); HOUSE OF REPRESENTATIVES; SENATE; Treasury, Dept of

Bills named: H.R. 3665 (118th), H.R. 3938 (118th)

Labor Issues/Antitrust/Workplace LBR

S.189, Mind Your Own Business Act H.J.Res.30/S.J. Res.8, Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Department of Labor relating to "Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights. General discussions on apprenticeships General discussions around congressional action on diversity & inclusion

Foreign entity interest: Zurich Insurance Group - interests are those of parent company.

LobbyistCovered position, as disclosed
MARCEL MOORE CALDWELL —
DAVID MORK —
JEFFREY SANDS —
GREGG SHEIOWITZ —
GARY WHIDBY New —

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

Bills named: S.J.Res. 8 (118th), H.J.Res. 30 (118th), S. 189 (118th)

Agriculture AGR

S.795, A bill to amend the Federal Crop Insurance Act to improve education and risk management assistance, and for other purposes General discussion related to 2023 Farm Bill Monitor proposals related to Federal Crop Insurance Programs Track proposals related to precision agriculture technologies, including S. 734 and H.R. 1697 Monitor H.R. 10545, American Relief Act, 2025

Foreign entity interest: Zurich Insurance Group - interests are those of parent company.

LobbyistCovered position, as disclosed
DAVID MORK —
JEFFREY SANDS —
GREGG SHEIOWITZ —
GARY WHIDBY New —

Contacted: HOUSE OF REPRESENTATIVES; Risk Management Agency; Agriculture, Dept of (USDA); SENATE; Executive Office of the President (EOP)

Bills named: H.R. 1697 (118th), H.R. 10545 (118th), S. 734 (118th), S. 795 (118th)

Trade (domestic/foreign) TRD

H.R.448, Putting Investors First Act of 2023 General discussions related to export controls international trade and sanctions. National Defense Authorization Act for Fiscal Year 2020, (P.L. 116-92), including provisions relating to sanctions. Discussions related to proposals to facilitate and promote competitive financial services markets. Discussions on insourcing and foreign direct investment. Support of House Global Investment Caucus. General discussions in support of covered agreements. General discussions related to a U.S. Swiss FTA. General discussions related to rebuilding Ukraine. Monitored developments related to U.S. sanctions activity.

Foreign entity interest: Zurich Insurance Group - interests are those of parent company.

LobbyistCovered position, as disclosed
DAVID MORK —
JEFFREY SANDS —
GREGG SHEIOWITZ —
GARY WHIDBY New —

Contacted: Commerce, Dept of (DOC); Executive Office of the President (EOP); SENATE; Treasury, Dept of; HOUSE OF REPRESENTATIVES

Bills named: H.R. 448 (118th)

Environment/Superfund ENV

H.R. 1, Lower Energy Costs Act H.R. 317, SEC Act of 2023 H.R. 1099, Protect Farmers from the SEC Act H.R. 1119/S. 523, Freedom to Invest in a Sustainable Future Act H.R. 1506, Prohibits the establishment of any federal advisory committees related to environmental, social, and governance aspects H.R. 6665, Modernizing America with Rebuilding to Kickstart the Economy of the Twenty-first Century with a Historic Infrastructure-Centered Expansion (MARKET CHOICE) Act Implementation of Inflation Reduction Act (P.L. 117-169). Monitor the developments and proposals related to the disclosure of financial risks associated with climate change. Monitor the developments and proposals related to the disclosure and reporting of carbon emissions. Monitor legislation and developments related to climate change. Monitor legislation and Regulatory Action related to climate risk finance. Developments and proposals related to climate resiliency and sustainability. Legislation and proposals regarding natural catastrophe-related policies.

Foreign entity interest: Zurich Insurance Group - interests are those of parent company.

LobbyistCovered position, as disclosed
DAVID MORK —
JEFFREY SANDS —
GREGG SHEIOWITZ —
GARY WHIDBY New —

Contacted: Executive Office of the President (EOP); Treasury, Dept of; HOUSE OF REPRESENTATIVES; State, Dept of (DOS); SENATE

Bills named: H.R. 6665 (118th), H.R. 1506 (118th), H.R. 1099 (118th), H.R. 317 (118th), H.R. 1 (118th), S. 523 (118th), H.R. 1119 (118th)

Law Enforcement/Crime/Criminal Justice LAW

H.R. 5488/S. 2805, Protecting Our Courts from Foreign Manipulation Act of 2023 Discussions regarding the impact of Third-Party Litigation Financing.

Foreign entity interest: Zurich Insurance Group - interests are those of parent company.

LobbyistCovered position, as disclosed
DAVID MORK —
JEFFREY SANDS —
GREGG SHEIOWITZ —
GARY WHIDBY New —

Bills named: H.R. 5488 (118th), S. 2805 (118th)

Automotive Industry AUT

H.R. 621, Preventing Auto Recycling Theft (PART) Act H.R. 7101/S. 3014, FTC REDO Act S. 154, Preventing Auto Recycling Theft (PART) Act Federal Trade Commission Regulation Combating Auto Retail Scams Trade Regulation Rule (CARS) Rule Federal Trade Commission Unfair or Deceptive Fees Trade Regulation Rule General discussions about electric vehicles

Foreign entity interest: Zurich Insurance Group - interests are those of parent company.

LobbyistCovered position, as disclosed
DAVID MORK —
JEFFREY SANDS —
GREGG SHEIOWITZ —
GARY WHIDBY New —

Contacted: Federal Trade Commission (FTC); HOUSE OF REPRESENTATIVES; SENATE

Bills named: S. 154 (118th), H.R. 7101 (118th), H.R. 621 (118th), S. 3014 (118th)

Government Issues GOV

H.R. 2, Secure the Border Act of 2023 H.R. 815, The Emergency National Security Supplemental Appropriations Act H.R. 2811, Limit, Save, Grow Act of 2023 H.R. 2882, Further Consolidated Appropriations Act, 2024 H.R. 3746, Fiscal Responsibility Act of 2023 (P.L. 118-5) H.R. 4366, Consolidated Appropriations Act, 2024 Coronavirus Aid, Relief, and Economic Security Act (CARES Act) (P.L. 116-136). General Discussions related to the P&C insurance within COVID-19 responses. General Discussions related to a potential proposal by the Department of Justice related to updating the Foreign Agents Relations Act. Monitor ESG proposals. Monitor H.R. 10545, American Relief Act, 2025.

Foreign entity interest: Zurich Insurance Group - interests are those of parent company.

LobbyistCovered position, as disclosed
DAVID MORK —
JEFFREY SANDS —
GREGG SHEIOWITZ —
GARY WHIDBY New —

Contacted: SENATE; HOUSE OF REPRESENTATIVES; Treasury, Dept of; Securities & Exchange Commission (SEC)

Bills named: H.R. 3746 (118th), H.R. 2811 (118th), H.R. 2 (118th), H.R. 4366 (118th), H.R. 2882 (118th), H.R. 815 (118th), H.R. 10545 (118th)

Roads/Highway ROD

Monitor implementation of the Infrastructure Investment and Jobs Act (P.L. 117-58). Monitor developments on infrastructure legislation and large-scale infrastructure improvements. General discussions around roadway safety. Implementation of Community Disaster Resilience Zones (CDRZ) Act (P.L. 117-255).

Foreign entity interest: Zurich Insurance Group - interests are those of parent company.

LobbyistCovered position, as disclosed
DAVID MORK —
JEFFREY SANDS —
GREGG SHEIOWITZ —
GARY WHIDBY New —

Contacted: Executive Office of the President (EOP); Federal Emergency Management Agency (FEMA); SENATE; HOUSE OF REPRESENTATIVES

Health Issues HCR

Department of Health and Human Services, Department of Labor, and the Department of the Treasury proposed rulemaking titled, Limited-Duration Insurance; Independent, Non-coordinated Excepted Benefits Coverage; Level-Funded Plan Arrangements; and Tax Treatment of Certain Accident and Health Insurance. Discussions regarding supplemental excepted benefits and the Public Health Service Act

Foreign entity interest: Zurich Insurance Group - interests are those of parent company.

LobbyistCovered position, as disclosed
DAVID MORK —
JEFFREY SANDS —
GREGG SHEIOWITZ —
GARY WHIDBY New —

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.