Filing
4th Quarter - Report
Reporting period
4th Quarter 2025
Oct 1 - Dec 31 · Posted Jan 20, 2026
Expenses
$490,000.00
What this organization spent lobbying with its own staff.
Reported using A: the three
LDA methods count different costs, so an expenses figure is
not comparable across filers that used different ones.
Client based in
District of Columbia
Government bodies contacted
3
Lobbying activity
4
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.
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.
Issues related to provisions in the Basel III Endgame proposal impacting mutual life insurers.
Issues related to international tax policies.