Restoring Consumer-driven Health Care Act of 2011

Patient Protection and Affordable Care Act (P.L. 111-148, P.L. 111-152); HR 2; ERISA regulations; HR 1744; S 20; HR 2010; S 1098; HR 1370; FSA/HSA changes; HR 1063; Medicare Secondary Payer; HR 2529; S 1368; HR 605; S 312; Budget Control Act; HR 2206; S 1880; HR 450; HR 1004; HR 524

Client expense: $880,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Consumer Product Safety Commission (CPSC), Equal Employment Opportunity Commission (EEOC), Federal Reserve System, Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Labor Relations Board (NLRB), Office of Management & Budget (OMB), Office of Thrift Supervision (OTS), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Customs & Border Protection, U.S. Trade Representative (USTR), White House Office

HR 397: Reform Americans Can Afford Act of 2011 High cost plan tax, employer provisions. H.R. 436: Health Care Cost Reduction Act of 2012 H.R. 439, S.73: State Leadership in Health Care Act To prevent Employee Retirement Income Security Act (ERISA) from being waived. H.R. 524: Restoring Consumer-driven Health Care Act of 2011 HR 605: Patients' Freedom to Choose Act (Sec. 1-3, repeal restrictions on Health Savings Accounts, Medicare Set Asides and Health Flexible Spending Arrangements enacted in Affordable Care Act.) HR 1050: Small Business Health Fairness Act of 2011 (Sec. 1-6, creating association health plans.) HR 1173: Fiscal Responsibility and Retirement Security Act of 2011 (Sec. 1-2, repeal Community Living Assistance Services and Supports Act, CLASS Act.) H.R. 2529, S. 1368: Restoring Access to Medication Act H.R. 5842: Restoring Access to Medication Act of 2012 S. 244: State Health Care Choice Act To prevent Employee Retirement Income Security Act (ERISA) from being waived. S. 248: Empowering States to Innovate Act To prevent Employee Retirement Income Security Act (ERISA) from being waived. S. 312: Patients' Freedom to Choose Act Sec. 1-3, repeal restrictions on Health Savings Accounts, Medicare Set Asides and Health Flexible Spending Arrangements enacted in Affordable Care Act.

Client expense: $688,000 · Firm income: Not reported

H.R.369, Health Savings and Affordability Act (Austria) HSA improvements H.R. 436, Health Care Cost Reduction Act (Paulsen) HSA, HRA, FSA provisions, ACA provisions H.R. 450, Restoring Assistance for Families' and Seniors' Health Expenses Act (Reichert) repeal of HSA and FSA restrictions 16. Specific Lobbying Issues (continued): H.R. 524, Restoring Consumer-driven Health Care Act (Quayle) repeal of HSA restrictions H.R. 605, Patients' Freedom to Choose Act (Paulsen) repeal of HSA and FSA restrictions H.R. 1004, Health Flexible Spending Arrangements Improvements Act (Boustany) -- distribution of unused amounts from a Health FSA H.R. 1370, Repeal of ACA Premium Tax (Boustany) H.R. 2010, Family and Retirement Health Investment Act (Paulsen) HSA and FSA improvements H.R. 2529, Restoring Access to Medication Act (Jenkins) use of HSA funds and FSA funds to purchase OTC medications H.R. 5842, Restoring Access to Medication Act (Jenkins) use of HSA, HRA, and FSA funds for over-the-counter medications H.R. 5858, Health Savings Accounts Improvements Act (Herger) HSA provisions H.R. 6005, Long-Term Care and Retirement Security Act (Courtney) tax incentives for purchase of LTC insurance, consumer protections H.R. 5651, FDA Reform Act (Upton) pharmaceutical, medical device issues S. 312, Patients' Freedom to Choose Act (Hutchison) repeal of HSA and FSA restrictions S. 1098, Family and Retirement Health Investment Act (Hatch) HSA and FSA improvements S. 1368, Restoring Access to Medication Act (Roberts) use of HSA funds and FSA funds to purchase OTC medications S. 1880, Jobs and Premium Protection Act (Barrasso) repeal of health insurance premium tax S. 2516, the FDA Safety and Innovation Act (Harkin) pharmaceutical, medical device issues S. 3187, the FDA Safety and Innovation Act (Harkin) pharmaceutical, medical device issues Regulatory Issues: Annual insurer provider fees; issues concerning the patient-centered outcomes research fee; employer coverage mandate, W-2 reporting requirements, and other issues relating to health care reform implementation.

H.R.369, Health Savings and Affordability Act (Austria) - HSA improvements H.R. 436, Health Care Cost Reduction Act (Paulsen) - HSA, HRA, FSA provisions, ACA provisions H.R. 450, Restoring Assistance for Families' and Seniors' Health Expenses Act (Reichert) - repeal of HSA and FSA restrictions H.R. 524, Restoring Consumer-driven Health Care Act (Quayle) - repeal of HSA restrictions H.R. 605, Patients' Freedom to Choose Act (Paulsen) - repeal of HSA and FSA restrictions H.R. 1004, Health Flexible Spending Arrangements Improvements Act (Boustany) -- distribution of unused amounts from a Health FSA H.R. 1370, Repeal of ACA Premium Tax (Boustany) H.R. 2010, Family and Retirement Health Investment Act (Paulsen) - HSA and FSA improvements H.R. 2529, Restoring Access to Medication Act (Jenkins) - use of HSA funds and FSA funds to purchase OTC medications H.R. 5842, Restoring Access to Medication Act (Jenkins) - use of HSA, HRA, and FSA funds for over-the-counter medications H.R. 5858, Health Savings Accounts Improvements Act (Herger) - HSA provisions H.R. 6005, Long-Term Care and Retirement Security Act (Courtney) - tax incentives for purchase of LTC insurance, consumer protections H.R. 5651, FDA Reform Act (Upton) - pharmaceutical, medical device issues S. 312, Patients' Freedom to Choose Act (Hutchison) - repeal of HSA and FSA restrictions S. 1098, Family and Retirement Health Investment Act (Hatch) - HSA and FSA improvements S. 1368, Restoring Access to Medication Act (Roberts) - use of HSA funds and FSA funds to purchase OTC medications S. 1880, Jobs and Premium Protection Act (Barrasso) - repeal of health insurance premium tax S. 2516, the FDA Safety and Innovation Act (Harkin) - pharmaceutical, medical device issues S. 3187, the FDA Safety and Innovation Act (Harkin) - pharmaceutical, medical device issues

Annual fee on health insurance providers enacted by the Patient Protection and Affordable Care Act - HR 1370, To repeal the annual fee on health insurance providers enacted by the Patient Protection and Affordable Care Act. *HSA improvements - HR 369, Health Savings and Affordability Act of 2011. *Repeal of HSA restrictions - HR 524, Restoring Consumer-driven Health Care Act of 2011. *Repeal of HSA and FSA restrictions - HR 450, Restoring Assistance for Families' and Seniors' Health Expenses Act of 2011; HR 605, Patients' Freedom to Choose Act; S 312, Patients' Freedom to Choose Act. *HSA and FSA improvements - HR 2010, Family and Retirement Health Investment Act of 2011; S 1098, Family and Retirement Health Investment Act of 2011. *Use of HSA and FSA funds to purchase OTC medications - HR 2529, Restoring Access to Medication Act; S 1368, Restoring Access to Medication Act; HR 5842, Restoring Access to Medication Act of 2012. *Health insurance premium tax - S 1880, Jobs and Premium Protection Act. *HSA, HRA, FSA provisions, ACA provisions - HR 436, Health Care Cost Reduction Act of 2012. *Distribution of unused amounts from a health FSA - HR 1004, Health Flexible Spending Arrangements Improvements Act of 2012. *HSA provisions - HR 5858, Health Savings Accounts Improvements Act of 2012. *Tax incentives for purchase of LTC insurance, consumer protections - HR 6005, Long-Term Care and Retirement Security Act of 2012.

Client expense: Not reported · Firm income: $100,000

Patient Protection and Affordable Care Act (P.L. 111-148, P.L. 111-152); HR 2; ERISA regulations; HR 1744; S 20; HR 2010; S 1098; HR 1370; FSA/HSA changes; HR 1063; Medicare Secondary Payer; HR 2529; S 1368; HR 605; S 312; Budget Control Act; HR 2206; S 1880; HR 450; HR 1004; HR 524

Client expense: $880,000 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), Consumer Product Safety Commission (CPSC), Equal Employment Opportunity Commission (EEOC), Federal Reserve System, Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Homeland Security, Dept of (DHS), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Natl Labor Relations Board (NLRB), Office of Management & Budget (OMB), Office of Thrift Supervision (OTS), Office of the Comptroller of the Currency (OCC), SENATE, Securities & Exchange Commission (SEC), Transportation, Dept of (DOT), Treasury, Dept of, U.S. Customs & Border Protection, U.S. Trade Representative (USTR), White House Office

H.R.369, Health Savings and Affordability Act (Austria) HSA improvements H.R. 450, Restoring Assistance for Families' and Seniors' Health Expenses Act (Reichert) repeal of HSA and FSA restrictions H.R. 524, Restoring Consumer-driven Health Care Act (Quayle) repeal of HSA restrictions 16. Specific Lobbying Issues (continued): H.R. 605, Patients' Freedom to Choose Act (Paulsen) repeal of HSA and FSA restrictions H.R. 1370, Repeal of ACA Premium Tax (Boustany) H.R. 2010, Family and Retirement Health Investment Act (Paulsen) HSA and FSA improvements H.R. 2529, Restoring Access to Medication Act (Jenkins) use of HSA funds and FSA funds to purchase OTC medications S. 312, Patients' Freedom to Choose Act (Hutchison) repeal of HSA and FSA restrictions S. 1098, Family and Retirement Health Investment Act (Hatch) HSA and FSA improvements S. 1368, Restoring Access to Medication Act (Roberts) use of HSA funds and FSA funds to purchase OTC medications S. 1880, Jobs and Premium Protection Act (Barrasso) health insurance premium tax Regulatory Issues: Annual insurer provider fees; issues concerning the patient-centered outcomes research fee; employer coverage mandate, W-2 reporting requirements, and other issues relating to health care reform implementation. 18. Lobbyists (continued): K. Callahan: Ross (March 2005- January 2012); Research Assistant, Senator Tim Johnson (October 2001 March 2005). G. Gierer: Legislative Correspondent, Senator Dodd (May 1997 - December 1999); Staff Assistant, Representative DeLauro (March 1996-May 1997).

Client expense: $2,450,000 · Firm income: Not reported

*HSA improvements - HR 369, Health Savings and Affordability Act of 2011. *Repeal of HSA restrictions - HR 524, Restoring Consumer-driven Health Care Act of 2011. *Repeal of HSA and FSA restrictions - HR 450, Restoring Assistance for Families' and Seniors' Health Expenses Act of 2011; HR 605, Patients' Freedom to Choose Act; S 312, Patients' Freedom to Choose Act. *HSA and FSA improvements - HR 2010, Family and Retirement Health Investment Act of 2011; S 1098, Family and Retirement Health Investment Act of 2011. *Healthcare reform, including premium tax repeal - HR 1370, To repeal the annual fee on health insurance providers enacted by the Patient Protection and Affordable Care Act. *Use of HSA and FSA funds to purchase OTC medications - HR 2529, Restoring Access to Medication Act; S 1368, Restoring Access to Medication Act. *Health insurance premium tax - S 1880, Jobs and Premium Protection Act.

Client expense: Not reported · Firm income: $100,000

H.R.369, Health Savings and Affordability Act (Austria) - HSA improvements. H.R. 450, Restoring Assistance for Families' and Seniors' Health Expenses Act (Reichert) - repeal of HSA and FSA restrictions. H.R. 524, Restoring Consumer-driven Health Care Act (Quayle) - repeal of HSA restrictions. H.R. 605, Patients' Freedom to Choose Act (Paulsen) - repeal of HSA and FSA restrictions. H.R. 1370, Repeal of ACA Premium Tax (Boustany). H.R. 2010, Family and Retirement Health Investment Act (Paulsen) - HSA and FSA improvements. H.R. 2529, Restoring Access to Medication Act (Jenkins) - use of HSA funds and FSA funds to purchase OTC medications. S. 312, Patients' Freedom to Choose Act (Hutchison) - repeal of HSA and FSA restrictions. S. 1098, Family and Retirement Health Investment Act (Hatch) - HSA and FSA improvements. S. 1368, Restoring Access to Medication Act (Roberts) - use of HSA funds and FSA funds to purchase OTC medications. S. 1880, Jobs and Premium Protection Act (Barrasso) - health insurance premium tax.

Client expense: Not reported · Firm income: $60,000

H.R.369, Health Savings and Affordability Act (Austria) HSA improvements; H.R. 450, Restoring Assistance for Families' and Seniors' Health Expenses Act (Reichert) repeal of HSA and FSA restrictions (cont.) H.R. 524, Restoring Consumer-driven Health Care Act (Quayle) repeal of HSA restrictionsl; H.R. 605, Patients' Freedom to Choose Act (Paulsen) repeal of HSA and FSA restrictions; S. 312, Patients' Freedom to Choose Act (Hutchison) repeal of HSA and FSA restrictions TAX (Regulatory) Issues relating to Health Savings Accounts; issues regarding payment for OTC drugs from a health account; issues regarding deduction for remuneration for insurance services; issues concerning small employer tax credits and retiree coverage reinsurance; issues regarding application of the nondiscrimination rules to insured group health coverage; issues relating to withholding of government contract payments; pre-existing condition insurance plans, internal claims and appeals and external review processes, coverage of preventive services; pre-existing condition exclusions, lifetime and annual dollar limits on benefits, rescissions, and patient protections; grandfathered health plan provisions; dependent coverage; issues relating to IRC Sec 162(m) reporting; issues relating to the annual fee on health insurance providers; employer reporting of health coverage; determination of COBRA premium values; and other issues relating to health care reform implementation. Komendant (con't): Altmire: 01-2007 to 04-2009; Blue Dog Coalition (Shared Employee) 04-2009 to 02-2011; Full list available at : http://www.legistorm.com/person/Erik_Komendant/33059.html.

Client expense: $2,430,000 · Firm income: Not reported

*HSA improvements - HR 369, Health Savings and Affordability Act of 2011. *Repeal of HSA restrictions - HR 524, Restoring Consumer-driven Health Care Act of 2011. *Repeal of HSA and FSA restrictions - HR 450, Restoring Assistance for Families' and Seniors' Health Expenses Act of 2011; HR 605, Patients' Freedom to Choose Act; S 312, Patients' Freedom to Choose Act. *HSA and FSA improvements - HR 2010, Family and Retirement Health Investment Act of 2011; S 1098, Family and Retirement Health Investment Act of 2011. *Healthcare reform, including premium tax repeal - HR 1370, To repeal the annual fee on health insurance providers enacted by the Patient Protection and Affordable Care Act. *Use of HSA and FSA funds to purchase OTC medications - HR 2529, Restoring Access to Medication Act; S 1368, Restoring Access to Medication Act. *TAA health coverage tax credits - HR 2832, To extend the Generalized System of Preferences, and for other purposes. *Health insurance premium tax - S 1880, Jobs and Premium Protection Act.

Client expense: Not reported · Firm income: $100,000

H.R.369, Health Savings and Affordability Act (Austria) - HSA improvements, H.R. 450, Restoring Assistance for Families' and Seniors' Health Expenses Act (Reichert) - repeal of HSA and FSA restrictions, H.R. 524, Restoring Consumer-driven Health Care Act (Quayle) - repeal of HSA restrictions, H.R. 605, Patients' Freedom to Choose Act (Paulsen) - repeal of HSA and FSA restrictions, H.R. 1370, Repeal of ACA Premium Tax (Boustany), H.R. 2010, Family and Retirement Health 16. Specific Lobbying Issues (con't): Investment Act (Paulsen) HSA and FSA improvements H.R. 2529, Restoring Access to Medication Act (Jenkins) use of HSA funds and FSA funds to purchase OTC medications H.R. 2832, Trade Adjustment Assistance Extension Act (Camp) TAA health coverage tax credits S. 312, Patients' Freedom to Choose Act (Hutchison) repeal of HSA and FSA restrictions S. 1098, Family and Retirement Health Investment Act (Hatch) HSA and FSA improvements S. 1368, Restoring Access to Medication Act (Roberts) use of HSA funds and FSA funds to purchase OTC medications S. 1880, Jobs and Premium Protection Act (Barrasso) health insurance premium tax H.R. 674, Three Percent Withholding Repeal and Job Creation Act (Herger) - repeal of the 3% withholding requirements on government contracts TAX (Regulatory Issues): Issues relating to withholding of government contract payments; issues relating to IRC Sec 162(m) reporting; issues regarding annual insurer provider fees; issues concerning the patient-centered outcomes research fee; employer coverage mandate, W-2 reporting requirements, and other issues relating to health care reform implementation.

Client expense: $2,750,000 · Firm income: Not reported

H.R.369, Health Savings and Affordability Act (Austria) HSA improvements (cont.) H.R. 450, Restoring Assistance for Families' and Seniors' Health Expenses Act (Reichert) repeal of HSA and FSA restrictions; H.R. 524, Restoring Consumer-driven Health Care Act (Quayle) repeal of HSA restrictions; H.R. 605, Patients' Freedom to Choose Act (Paulsen) repeal of HSA and FSA restrictions; H.R. 1370, Repeal of ACA Premium Tax (Boustany); H.R. 2010, Family and Retirement Health Investment Act (Paulsen) HSA and FSA improvements; S. 312, Patients' Freedom to Choose Act (Hutchison) repeal of HSA and FSA restrictions; S. 1098, Family and Retirement Health Investment Act (Hatch) HSA and FSA improvements. TAX (Regulatory) Issues relating to Health Savings Accounts; issues relating to withholding of government contract payments; pre-existing condition insurance plans, internal claims and appeals and external review processes, coverage of preventive services; pre-existing condition exclusions, lifetime and annual dollar limits on benefits, rescissions, and patient protections; grandfathered health plan provisions; dependent coverage; reporting the value of employer-sponsored coverage; collection of insurer fees; operation of health insurance exchanges; reporting of medical loss ratio rebates; issues relating to IRC Sec 162(m) reporting; and other issues relating to health care reform implementation. Durham (con't): the Assistant Secretary for Planning and Evaluation, Washington, DC, 2001-2005: Acting Deputy Assistant Secretary for Health Policy (8/034/04 and 1/054/05); Deputy to the Deputy Assistant Secretary for Health Policy (7/02 4/05); Senior Advisor for Health Policy (12/01-7/02). SOCIAL SECURITY ADMINISTRATION (SSA), Washington, DC, 1998-2001: Acting Associate Commissioner for Retirement Policy (9/00-12/01); Deputy Associate Commissioner for Retirement Policy (7/98-12/01); OFFICE OF MANAGEMENT AND BUDGET, Washington, DC, 1987-1989: Policy Analyst, Health and Income Maintenance Division.

H.R.369, Health Savings and Affordability Act (Austria) HSA improvements; H.R. 450, Restoring Assistance for Families' and Seniors' Health Expenses Act (Reichert) repeal of HSA and FSA restrictions (cont.) H.R. 524, Restoring Consumer-driven Health Care Act (Quayle) repeal of HSA restrictionsl; H.R. 605, Patients' Freedom to Choose Act (Paulsen) repeal of HSA and FSA restrictions; S. 312, Patients' Freedom to Choose Act (Hutchison) repeal of HSA and FSA restrictions TAX (Regulatory) Issues relating to Health Savings Accounts; issues regarding payment for OTC drugs from a health account; issues regarding deduction for remuneration for insurance services; issues concerning small employer tax credits and retiree coverage reinsurance; issues regarding application of the nondiscrimination rules to insured group health coverage; issues relating to withholding of government contract payments; pre-existing condition insurance plans, internal claims and appeals and external review processes, coverage of preventive services; pre-existing condition exclusions, lifetime and annual dollar limits on benefits, rescissions, and patient protections; grandfathered health plan provisions; dependent coverage; issues relating to IRC Sec 162(m) reporting; issues relating to the annual fee on health insurance providers; employer reporting of health coverage; determination of COBRA premium values; and other issues relating to health care reform implementation. Komendant (con't): Altmire: 01-2007 to 04-2009; Blue Dog Coalition (Shared Employee) 04-2009 to 02-2011; Full list available at : http://www.legistorm.com/person/Erik_Komendant/33059.html.

Client expense: $2,330,000 · Firm income: Not reported

H.R.369, Health Savings and Affordability Act (Austria) HSA improvements H.R. 450, Restoring Assistance for Families' and Seniors' Health Expenses Act (Reichert) repeal of HSA and FSA restrictions H.R. 524, Restoring Consumer-driven Health Care Act (Quayle) repeal of HSA restrictions H.R. 605, Patients' Freedom to Choose Act (Paulsen) repeal of HSA and FSA restrictions H.R. 1370, Repeal of ACA Premium Tax (Boustany) H.R. 2010, Family and Retirement Health Investment Act (Paulsen) HSA and FSA improvements H.R. 2529, Restoring Access to Medication Act (Jenkins) use of HSA funds and FSA funds to purchase OTC medications H.R. 2832, Trade Adjustment Assistance Extension Act (Camp) TAA health coverage tax credits S. 312, Patients' Freedom to Choose Act (Hutchison) repeal of HSA and FSA restrictions S. 1098, Family and Retirement Health Investment Act (Hatch) HSA and FSA improvements S. 1368, Restoring Access to Medication Act (Roberts) use of HSA funds and FSA funds to purchase OTC medications TAX (Regulatory): Issues relating to withholding of government contract payments; issues relating to IRC Sec 162(m) reporting; issues regarding annual insurer provider fees; issues concerning the patient-centered outcomes research fee; and other issues relating to health care reform implementation.

Client expense: $2,350,000 · Firm income: Not reported

*HSA improvements - HR 369, Health Savings and Affordability Act of 2011. *Repeal of HSA restrictions - HR 524, Restoring Consumer-driven Health Care Act of 2011. *Repeal of HSA and FSA restrictions - HR 450, Restoring Assistance for Families' and Seniors' Health Expenses Act of 2011; HR 605, Patients' Freedom to Choose Act; S 312, Patients' Freedom to Choose Act. *HSA and FSA improvements - HR 2010, Family and Retirement Health Investment Act of 2011; S 1098, Family and Retirement Health Investment Act of 2011. *Healthcare reform, including premium tax repeal - HR 1370, To repeal the annual fee on health insurance providers enacted by the Patient Protection and Affordable Care Act. Use of HSA and FSA funds to purchase OTC medications - HR 2529, Restoring Access to Medication Act; S 1368, Restoring Access to Medication Act. *TAA health coverage tax credits - HR 2832, To extend the Generalized System of Preferences, and for other purposes.

Client expense: Not reported · Firm income: $100,000

S. 312/H.R. 605, Patients Freedom to Choose Act. H.R. 524, Restoring Consumer-Driven Health Care Act of 2011. H.R. 450, Restoring Assistance for Families' and Seniors' Health Expenses Act. Issues related to flexible spending accounts. S. 365, the Budget Control Act as it relates to tax offsets. S. 1549, the American Jobs Creation Act, as it relates to small business expensing.

Client expense: Not reported · Firm income: $49,800

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Issues pertaining to account-based plans. H.R. 1004 and S. 1404, the Medical FSA Improvement Act of 2011. H.R. 450, H.R. 524, H.R. 605, S. 312: to repeal account-based plan provisions included in the ACA (P.L. 111-148). S. 1368, Restoring Access to Medication Act.

Client expense: Not reported · Firm income: $40,000

Healthcare reform, including premium tax repeal - HR 1370, To repeal the annual fee on health insurance providers enacted by the Patient Protection and Affordable Care Act. *HSA improvements - HR 369, Health Savings and Affordability Act of 2011. *Repeal of HSA restrictions - HR 524, Restoring Consumer-driven Health Care Act of 2011. *Repeal of HSA and FSA restrictions - HR 450, Restoring Assistance for Families' and Seniors' Health Expenses Act of 2011; HR 605, Patients' Freedom to Choose Act; S 312, Patients' Freedom to Choose Act. *HSA and FSA improvements - HR 2010, Family and Retirement Health Investment Act of 2011; S 1098, Family and Retirement Health Investment Act of 2011.

Client expense: Not reported · Firm income: $100,000

H.R.369, Health Savings and Affordability Act (Austria) HSA improvements (cont.) H.R. 450, Restoring Assistance for Families' and Seniors' Health Expenses Act (Reichert) repeal of HSA and FSA restrictions; H.R. 524, Restoring Consumer-driven Health Care Act (Quayle) repeal of HSA restrictions; H.R. 605, Patients' Freedom to Choose Act (Paulsen) repeal of HSA and FSA restrictions; H.R. 1370, Repeal of ACA Premium Tax (Boustany); H.R. 2010, Family and Retirement Health Investment Act (Paulsen) HSA and FSA improvements; S. 312, Patients' Freedom to Choose Act (Hutchison) repeal of HSA and FSA restrictions; S. 1098, Family and Retirement Health Investment Act (Hatch) HSA and FSA improvements. TAX (Regulatory) Issues relating to Health Savings Accounts; issues relating to withholding of government contract payments; pre-existing condition insurance plans, internal claims and appeals and external review processes, coverage of preventive services; pre-existing condition exclusions, lifetime and annual dollar limits on benefits, rescissions, and patient protections; grandfathered health plan provisions; dependent coverage; reporting the value of employer-sponsored coverage; collection of insurer fees; operation of health insurance exchanges; reporting of medical loss ratio rebates; issues relating to IRC Sec 162(m) reporting; and other issues relating to health care reform implementation. Durham (con't): the Assistant Secretary for Planning and Evaluation, Washington, DC, 2001-2005: Acting Deputy Assistant Secretary for Health Policy (8/034/04 and 1/054/05); Deputy to the Deputy Assistant Secretary for Health Policy (7/02 4/05); Senior Advisor for Health Policy (12/01-7/02). SOCIAL SECURITY ADMINISTRATION (SSA), Washington, DC, 1998-2001: Acting Associate Commissioner for Retirement Policy (9/00-12/01); Deputy Associate Commissioner for Retirement Policy (7/98-12/01); OFFICE OF MANAGEMENT AND BUDGET, Washington, DC, 1987-1989: Policy Analyst, Health and Income Maintenance Division.

Issues related to Medicare Part D and anti-PBM legislation. Issues related to HSA/FSA/OTC restrictions. Other issues include health care delivery system reforms, cost containment, restrictions on PBM cost saving tools like mail order, generics and restrictions on PBM audit practices. HR 979 - FEHBP Prescription Drug Integrity, Transparency and Cost Savings Act S 1058 Bill to amend the Public Health Service Act to ensure transparency and proper operation of pharmacy benefit managers HR 1971 To amend the Public Health Service Act to ensure transparency and proper operation of pharmacy benefit managers HR 605 - Patients' Freedom to Choose Act S 312 - Patients' Freedom to Choose Act HR 450 - Restoring Assistance for Families and Senior's Health Expense Act of 2011 HR 1004- Medical FSA Improvement Act of 2011 HR 524- Restoring Consumer-driven Health Care Act of 2011

Client expense: $2,287,321 · Firm income: Not reported

HR 4/S. 359, Comprehensive 1099 Taxpayer Protection and Repayment of Exchange Subsidy Overpayments Act. S. 18/S.72, the Small Business Paperwork Mandate Elimination Act. S. 312/H.R. 605, Patients Freedom to Choose Act. H.R. 524, Restoring Consumer-Driven Health Care Act of 2011. H.R. 450, Restoring Assistance for Families' and Seniors' Health Expenses Act. Issues related to flexible spending accounts.

Client expense: Not reported · Firm income: $49,800

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Issues pertaining to account-based plans. H.R. 1004, the Medical FSA Improvement Act. H.R. 450, H.R. 524, H.R. 605, S. 312: to repeal account-based plan provisions included in the ACA (P.L. 111-148).

Client expense: Not reported · Firm income: $40,000

*HSA improvements - HR 369, Health Savings and Affordability Act of 2011. *Repeal of HSA restrictions - HR 524, Restoring Consumer-driven Health Care Act of 2011. *Repeal of HSA and FSA restrictions - HR 450, Restoring Assistance for Families' and Seniors' Health Expenses Act of 2011; HR 605, Patients' Freedom to Choose Act; S 312, Patients' Freedom to Choose Act.

Client expense: Not reported · Firm income: $100,000

H.R.369, Health Savings and Affordability Act (Austria) HSA improvements; H.R. 450, Restoring Assistance for Families' and Seniors' Health Expenses Act (Reichert) repeal of HSA and FSA restrictions (cont.) H.R. 524, Restoring Consumer-driven Health Care Act (Quayle) repeal of HSA restrictionsl; H.R. 605, Patients' Freedom to Choose Act (Paulsen) repeal of HSA and FSA restrictions; S. 312, Patients' Freedom to Choose Act (Hutchison) repeal of HSA and FSA restrictions TAX (Regulatory) Issues relating to Health Savings Accounts; issues regarding payment for OTC drugs from a health account; issues regarding deduction for remuneration for insurance services; issues concerning small employer tax credits and retiree coverage reinsurance; issues regarding application of the nondiscrimination rules to insured group health coverage; issues relating to withholding of government contract payments; pre-existing condition insurance plans, internal claims and appeals and external review processes, coverage of preventive services; pre-existing condition exclusions, lifetime and annual dollar limits on benefits, rescissions, and patient protections; grandfathered health plan provisions; dependent coverage; issues relating to IRC Sec 162(m) reporting; issues relating to the annual fee on health insurance providers; employer reporting of health coverage; determination of COBRA premium values; and other issues relating to health care reform implementation.

Client expense: $2,330,000 · Firm income: Not reported

HR 4/S. 359, Comprehensive 1099 Taxpayer Protection and Repayment of Exchange Subsidy Overpayments Act. S. 18/S.72, the Small Business Paperwork Mandate Elimination Act. HR 2/S. 192, Repealing the Job-Killing Health Care Law Act. S. 312/H.R. 605, Patients Freedom to Choose Act. H.R. 524, Restoring Consumer-Driven Health Care Act of 2011. H.R. 450, Restoring Assistance for Families' and Seniors' Health Expenses Act. Issues related to flexible spending accounts.

Client expense: Not reported · Firm income: $49,800

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Issues pertaining to account-based plans. H.R. 1004, the Medical FSA Improvement Act. H.R. 791/S. 387, to extend health FSAs to members of the uniformed services. H.R. 450, H.R. 524, H.R. 605, S. 312: to repeal account-based plan provisions included in the ACA (P.L. 111-148).

Client expense: Not reported · Firm income: $40,000