2nd Quarter - Report

NEW YORK LIFE INSURANCE COMPANY for NEW YORK LIFE INSURANCE COMPANY

A later version of this report replaces this one, so LegiList's totals use the current version instead. This page shows this version exactly as filed.

Firm
Client
Income
—
Expenses
$940,000
Expense method
A: Lobbying Disclosure Act definitions

Versions of this report

Every filing the register holds for this firm, client and period, oldest first. The most recent one is the version LegiList counts.

Filing Filed Amount Counted
2nd Quarter - Report (this page) Jul 20, 2016 $940,000 Replaced
2nd Quarter - Amendment Nov 22, 2016 $940,000 Yes

What was lobbied

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

Economics/Economic Development ECN

H.R. 5278, S. 2328, PROMESA, all provisions

LobbyistCovered position, as disclosed
JULIE HERWIG —
ALISON O'DONNELL —

Contacted: SENATE; Treasury, Dept of; HOUSE OF REPRESENTATIVES

Bills named: H.R. 5278 (114th), S. 2328 (114th)

Science/Technology SCI

H.R. 1770, The Data Security and Breach Notification Act of 2015; H.R. 2205/S. 961, Data Security Act of 2015, all provisions.

LobbyistCovered position, as disclosed
JULIE HERWIG —
LAURIE KRMPOTICH —

Contacted: SENATE; Treasury, Dept of; HOUSE OF REPRESENTATIVES

Bills named: H.R. 2205 (114th), S. 961 (114th), H.R. 1770 (114th)

Taxation/Internal Revenue Code TAX

Issues related to proposals in the Administration's FY2016 budget on corporate owned life insurance and the dividends received deduction; the tax treatment of qualified savings; and the tax treatment of life insurance and lifetime income products generally. Issues related to the tax deductibility of insurance reserves. Issues regarding the Internal Revenue Service's Priority Guidance Plan, with focus on principles based reserves. H.R. 2050/S.2405, Middle Class Health Benefits Tax Repeal Act of 2015, all provisions. H.R. 879, Ax the Tax on Middle Class Americans' Health Act, all provisions.

LobbyistCovered position, as disclosed
JULIE HERWIG —
DOUGLAS LATHROP —
GEORGE NICHOLS —
ALISON O'DONNELL —
JONATHAN PAONE —

Contacted: SENATE; Treasury, Dept of; HOUSE OF REPRESENTATIVES

Bills named: S. 2405 (114th), H.R. 879 (114th), H.R. 2050 (114th)

Retirement RET

Department of Labor's proposed regulation modifying the definition of a fiduciary under ERISA and related issues. Securities and Exchange Commission regulation pursuant to Section 913 of Dodd-Frank. H.R. 4294, The Strengthening Access to Valuable Education and Retirement Support Act, all provisions. H.R. 4293, The Affordable Retirement Advice Protection Act, all provisions. H.R. 2317, S. 1317, Lifetime Income Disclosure Act, all provisions. Issues related to Qualified Longevity Annuity Contracts.

LobbyistCovered position, as disclosed
EMILY GONCE —
JULIE HERWIG —
DOUGLAS LATHROP —
GEORGE NICHOLS —
ALISON O'DONNELL —
JONATHAN PAONE —
JOHN D. VAN ETTEN —

Contacted: HOUSE OF REPRESENTATIVES; Treasury, Dept of; SENATE

Bills named: S. 1317 (114th), H.R. 2317 (114th), H.R. 4294 (114th), H.R. 4293 (114th)

Health Issues HCR

Issues related to federal policy regarding long term care insurance. H.R. 2050/S.2045, Middle Class Health Benefits Tax Repeal Act of 2015, all provisions. H.R. 879, Ax the Tax on Middle Class Americans' Health Act, all provisions.

LobbyistCovered position, as disclosed
JULIE HERWIG —
DOUGLAS LATHROP —
GEORGE NICHOLS —

Contacted: SENATE; HOUSE OF REPRESENTATIVES; Treasury, Dept of

Bills named: S. 2045 (114th), H.R. 2050 (114th), H.R. 879 (114th)

Insurance INS

Issues related to the activities of the International Association of Insurance Supervisors. Issues related to the development of capital standards by the Federal Reserve for insurers that are designated as systemically important and insurers that own depository institutions. H.R. 5143, Transparent Insurance Standards Act of 2016, all provisions.

LobbyistCovered position, as disclosed
JULIE HERWIG —
GEORGE NICHOLS —
JOHN D. VAN ETTEN —

Contacted: Treasury, Dept of; SENATE; HOUSE OF REPRESENTATIVES

Bills named: H.R. 5143 (114th)

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.