Access to Affordable Health Care Act

See attachment. RET Fourth Quarter Report 2008 H.R. 46 - Small Business Tax Fairness and Simplification Act. Issue: Long Term Care permitted to be offered in cafeteria plans and FSA. H.R. 1424 Emergency Economic Stabilization Act of 2008. Issue: executive com restrictions and 401(k) asset recovery. H.R. 2205/ S 1010 Retirement Security for Life Act. Issue:Tax Incentive for Non Qualified Annuities H.R. 2419 Farm Bill Extension Act. Issue: Roth treatment for 457 contracts. H.R. 2831 Lilly Ledbetter Fair Pay Act. Issue: civil penalty impact on retirement plans. H.R. 2582 Qualified Long-Term Care Fairness Act of 2007. Issue: above the line deduction for LTC. H.R. 3185, the 401(k) Fair Disclosure for Retirement Security Act of 2007. Issue: Retirement plan fee disclosure. H.R. 3361 -To make technical corrections related to the Pension Protection Act of 2006. Issue: technical corrections to PPA. H.R. 3997 Defenders of Freedom Tax Act/ Heroes Earnings Assistance and Relief Act. Issue: military access to retirement monies. H.R. 5160 Small Business Add Value for Employees Act of 2008. Issue: expand pension coverage. H.R. 5559 The Long Term Care and Retirement Security Act of 2008. Issue: LTC in cafeteria and FSA and above the line deductions for LTC premiums. H.R. 6143 Pension Protection Act ERISA Amendments of 2008. Issue: Retirement plan modifications. H.R. 6237 The Tax Relief for Long Term Care Act of 2008. Issue: tax credit for LTC insurance premiums. H.R. 6357 Protecting Records, Optimizing Treatments, and Easing Communications Through Healthcare Technology Act of 2008 (ProTECHt Act) H.R. 6382 Pension Protection Act Technical Corrections. Issue: Retirement plan modifications H.R. 7242 Pension Protection Act IRC Amendments of 2008. Issue: LTC and annuity clarification; Tax free exchange provisions for LTC. H.R. 7327 Worker, Retiree and Employer Recovery Act. Issue: Retirement plan modification H. Con Res 431 Supporting the Goals and Ideals of a Long Term Awareness Week. Issue: LTC. S. 158 - Access to Affordable Health Care Act. Issue: above the line deduction for long term care insurance. S. 555 - Simple Cafeteria Plan Act. Issue: Long term care insurance permitted to be offered in cafeteria plans and FSA. S. 1087 Fair Pay Act. Issue: civil penalty impact on retirement plans. S. 1288 - Women's Retirement Act of 2007. Issue: federal tax treatment of annuities. S. 1693 The Wired for Healthcare Quality Act. Issue: affects of LTC ERISA preemption. S. 1758 Community Living Assistance Services and Supports Act. Issue: reform of LTC financing. S. 1809/ H.R. 3088 Long-Term Care Act of 2007. Issue: distributions from retirement plans should not be included in gross income if used to pay for LTC premiums. S.1974- the Pension Protection Technical Corrections Act of 2007. Issue: technical corrections to PPA. S. 2121 Caregiver Assistance and Relief Effort Act of 2007. Issue: above the line deduction for LTC. S. 2337/H.R. 3363 Long Term Care Affordability and Security Act of 2007. Issue: allows long term care insurance to be offered in employer sponsored cafeteria plans and FSA. S. 2473 Defined Contribution Fee Disclosure Act. Issue: retirement plan fee disclosure. S. 2794 The Senior Investor Protection Act of 2008. Issue: sales to seniors of annuity products. S. 3278/ HR 6708 - A bill which would limit the use of 401(k) debit cards and limit withdrawals from 401(k) plans. Issue: limit of withdrawals on retirement plans. S. 3327 Empowered at Home Act of 2008. Issue: Allows above the line tax deduction for LTC premiums. Allows LTC to be offered in cafeteria/ FSA plans. S. 3952 - Automatic IRA Act of 2007. Issue: expand pension coverage.

Client expense: $1,700,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR 46 - Small Business Tax Fairness and Simplification Act. Issue: Long Term Care permitted to be offered in cafeteria plans and FSA. S 158 - Access to Affordable Health Care Act. Issue: above the line deduction for long term care insurance. S. 555 - Simple Cafeteria Plan Act. Issue: Long term care insurance permitted to be offered in cafeteria plans and FSA. H.R. 2205/ S 1010 Retirement Security for Life Act. Issue: Tax Incentive for Non Qualified Annuities S. 1288 - Women's Retirement Act of 2007. Issue: federal tax treatment of annuities. S. 3952 - Automatic IRA Act of 2007. Issue: expand pension coverage. H.R.3361 -To make technical corrections related to the Pension Protection Act of 2006. Issue: technical corrections to PPA. S.1974- the Pension Protection Technical Corrections Act of 2007. Issue: technical corrections to PPA. H.R. 3185, the 401(k) Fair Disclosure for Retirement Security Act of 2007. Issue: Retirement plan fee disclosure. S. 2337/H.R. 3363 Long Term Care Affordability and Security Act of 2007. Issue: allows long term care insurance to be offered in employer sponsored cafeteria plans and FSA. S. 1809/ H.R. 3088 Long-Term Care Act of 2007. Issue: distributions from retirement plans should not be included in gross income if used to pay for LTC premiums. H.R. 3765 Defined Contribution Plan Fee Transparency Act of 2007. Issue: retirement plan fee disclosure. S. 1758 Community Living Assistance Services and Supports Act. Issue: reform of LTC financing. H.R. 2582 Qualified Long-Term Care Fairness Act of 2007. Issue: above the line deduction for LTC. S. 2121 Caregiver Assistance and Relief Effort Act of 2007. Issue: above the line deduction for LTC. S. 2473 Defined Contribution Fee Disclosure Act. Issue: retirement plan fee disclosure. S. 1087 Fair Pay Act. Issue: civil penalty impact on retirement plans. H.R. 2831 Lilly Ledbetter Fair Pay Act. Issue: civil penalty impact on retirement plans. H.R. 2419 Farm Bill Extension Act. Issue: Roth treatment for 457 contracts. H.R. 3997 Defenders of Freedom Tax Act/ Heroes Earnings Assistance and Relief Act. Issue: military access to retirement monies. H.R. 5160 Small Business Add Value for Employees Act of 2008. Issue: expand pension coverage. H.R. 5559 The Long Term Care and Retirement Security Act of 2008. Issue: LTC in cafeteria and FSA and above the line deductions for LTC premiums. S. 2794 The Senior Investor Protection Act of 2008. Issue: sales to seniors of annuity products. H.R. 6237 The Tax Relief for Long Term Care Act of 2008. Issue: tax credit for LTC insurance premiums. S. 1693 The Wired for Healthcare Quality Act. Issue: affects of LTC ERISA preemption. H.R. 6357 Protecting Records, Optimizing Treatments, and Easing Communications Through Healthcare Technology Act of 2008 (ProTECHt Act) H.R. 6382 Pension Protection Act Technical Corrections. Issue: Retirement plan modifications H.R. 6143 Pension Protection Act ERISA Amendments of 2008. Issue: Retirement plan modifications. H.R. 7242 Pension Protection Act IRC Amendments of 2008. Issue: LTC and annuity clarification; Tax free exchange provisions for LTC. S. 3278/ HR 6708 - A bill which would limit the use of 401(k) debit cards and limit withdrawals from 401(k) plans. Issue: limit of withdrawals on retirement plans. H.R. 1424 Emergency Economic Stabilization Act of 2008. Issue: executive com restrictions and 401(k) asset recovery. H.R. 3765 Defined Contribution Plan Fee Transparency Act of 2007. Issue: retirement plan fee disclosure. S. 3327 Empowered at Home Act of 2008. Issue: Allows above the line tax deduction for LTC premiums. Allows LTC to be offered in cafeteria/ FSA plans. H. Con Res 431 Supporting the Goals and Ideals of a Long Term Awareness Week. Issue: LTC. H.R. 7327 Worker, Retiree and Employer Recovery Act. Issue: Retirement plan modification

Client expense: $1,472,800 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of

See attachment. RET Third Quarter Report 2008 HR 46 - Small Business Tax Fairness and Simplification Act. Issue: Long Term Care permitted to be offered in cafeteria plans and FSA. H.R. 1424 Emergency Economic Stabilization Act of 2008. Issue: executive com restrictions and 401(k) asset recovery. H.R. 2205/ S 1010 Retirement Security for Life Act. Issue:Tax Incentive for Non Qualified Annuities H.R. 2419 Farm Bill Extension Act. Issue: Roth treatment for 457 contracts. H.R. 2582 Qualified Long-Term Care Fairness Act of 2007. Issue: above the line deduction for LTC. H.R. 3185, the 401(k) Fair Disclosure for Retirement Security Act of 2007. Issue: Retirement plan fee disclosure. H.R. 3361 -To make technical corrections related to the Pension Protection Act of 2006. Issue: technical corrections to PPA. H.R. 3765 Defined Contribution Plan Fee Transparency Act of 2007. Issue: retirement plan fee disclosure. H.R. 3997 Defenders of Freedom Tax Act/ Heroes Earnings Assistance and Relief Act. Issue: military access to retirement monies. H.R. 5160 Small Business Add Value for Employees Act of 2008. Issue: expand pension coverage. H.R. 5559 The Long Term Care and Retirement Security Act of 2008. Issue: LTC in cafeteria and FSA and above the line deductions for LTC premiums. H.R. 6143 Pension Protection Act ERISA Amendments of 2008. Issue: Retirement plan modifications. H.R. 6237 The Tax Relief for Long Term Care Act of 2008. Issue: tax credit for LTC insurance premiums. H.R. 6357 Protecting Records, Optimizing Treatments, and Easing Communications Through Healthcare Technology Act of 2008 (ProTECHt Act) H.R. 6382 Pension Protection Act Technical Corrections. Issue: Retirement plan modifications H.R. 7242 Pension Protection Act IRC Amendments of 2008. Issue: LTC and annuity clarification; Tax free exchange provisions for LTC. S. 158 - Access to Affordable Health Care Act. Issue: above the line deduction for long term care insurance. S. 555 - Simple Cafeteria Plan Act. Issue: Long term care insurance permitted to be offered in cafeteria plans and FSA. S. 1288 - Women's Retirement Act of 2007. Issue: federal tax treatment of annuities. S. 1693 The Wired for Healthcare Quality Act. Issue: affects of LTC ERISA preemption. S. 1758 Community Living Assistance Services and Supports Act. Issue: reform of LTC financing. S. 1809/ H.R. 3088 Long-Term Care Act of 2007. Issue: distributions from retirement plans should not be included in gross income if used to pay for LTC premiums. S. 1974- the Pension Protection Technical Corrections Act of 2007. Issue: technical corrections to PPA. S. 2121 Caregiver Assistance and Relief Effort Act of 2007. Issue: above the line deduction for LTC. S. 2337/H.R. 3363 Long Term Care Affordability and Security Act of 2007. Issue: allows long term care insurance to be offered in employer sponsored cafeteria plans and FSA. S. 2473 Defined Contribution Fee Disclosure Act. Issue: retirement plan fee disclosure. S. 2794 The Senior Investor Protection Act of 2008. Issue: sales to seniors of annuity products. S. 3278/ HR 6708 - A bill which would limit the use of 401(k) debit cards and limit withdrawals from 401(k) plans. Issue: limit of withdrawals on retirement plans. S. 3327 Empowered at Home Act of 2008. Issue: Allows above the line tax deduction for LTC premiums. Allows LTC to be offered in cafeteria/ FSA plans. S. 3952 - Automatic IRA Act of 2007. Issue: expand pension coverage. H. Con Res 431 Supporting the Goals and Ideals of a Long Term Awareness Week. Issue: LTC.

Client expense: $830,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S158

Client expense: $20,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Expansion of Small Business Health Insurance Coverage: H.R. 6210 - Small Business Health Options Program Act of 2008 H.R. 5918 / S.2795 - Small Business Health Options Program Act of 2008 Expansion of Small Business Health Insurance Coverage (cont'd): H.R. 6582 - Small Business CHOICE Act of 2008 H.R. 6444 - Healthy Americans Act H.R. 2132 - Small Business Health Plans Act of 2007 H.R. 4460 - Health Care Choice Act of 2007 S. 2477 - Health Care Choice Act of 2007 S. 2818 - The Small Business Health Plans Act of 2008 H.R. 1200 - American Health Security Act of 2007 S. 334 - Healthy Americans Act S. 685 - Reform Health Care Now Act S. 158 - Access to Affordable Health Care Act H.R. 853 - Wellness & Prevention Act of 2007 H.R. 676 - United States Health Insurance Act (or the Expanded & Improved Medical for All Act) H.R. 241 - Small Business Health Fairness Act of 2007 S. 733 - Promoting Health Care Purchasing Cooperatives Act

Client expense: $3,820,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Army, Dept of (Corps of Engineers), Bureau of Land Management (BLM), Environmental Protection Agency (EPA), Farm Credit Administration, Federal Communications Commission (FCC), Federal Deposit Insurance Corporation (FDIC), Federal Emergency Management Agency (FEMA), Federal Reserve System, Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Interior, Dept of (DOI), Internal Revenue Service (IRS), Natl Park Service (NPS), Office of Management & Budget (OMB), Office of Thrift Supervision (OTS), Office of the Comptroller of the Currency (OCC), SENATE, Small Business Administration (SBA), Treasury, Dept of, U.S. Agency for International Development (USAID), Veterans Affairs, Dept of (VA), White House Office

See attachment. RET Third Quarter Report 2008 HR 46 - Small Business Tax Fairness and Simplification Act. Issue: Long Term Care permitted to be offered in cafeteria plans and FSA. H.R. 1424 Emergency Economic Stabilization Act of 2008. Issue: executive com restrictions and 401(k) asset recovery. H.R. 2205/ S 1010 Retirement Security for Life Act. Issue:Tax Incentive for Non Qualified Annuities H.R. 2419 Farm Bill Extension Act. Issue: Roth treatment for 457 contracts. H.R. 2582 Qualified Long-Term Care Fairness Act of 2007. Issue: above the line deduction for LTC. H.R. 3185, the 401(k) Fair Disclosure for Retirement Security Act of 2007. Issue: Retirement plan fee disclosure. H.R. 3361 -To make technical corrections related to the Pension Protection Act of 2006. Issue: technical corrections to PPA. H.R. 3765 Defined Contribution Plan Fee Transparency Act of 2007. Issue: retirement plan fee disclosure. H.R. 3997 Defenders of Freedom Tax Act/ Heroes Earnings Assistance and Relief Act. Issue: military access to retirement monies. H.R. 5160 Small Business Add Value for Employees Act of 2008. Issue: expand pension coverage. H.R. 5559 The Long Term Care and Retirement Security Act of 2008. Issue: LTC in cafeteria and FSA and above the line deductions for LTC premiums. H.R. 6143 Pension Protection Act ERISA Amendments of 2008. Issue: Retirement plan modifications. H.R. 6237 The Tax Relief for Long Term Care Act of 2008. Issue: tax credit for LTC insurance premiums. H.R. 6357 Protecting Records, Optimizing Treatments, and Easing Communications Through Healthcare Technology Act of 2008 (ProTECHt Act) H.R. 6382 Pension Protection Act Technical Corrections. Issue: Retirement plan modifications H.R. 7242 Pension Protection Act IRC Amendments of 2008. Issue: LTC and annuity clarification; Tax free exchange provisions for LTC. S. 158 - Access to Affordable Health Care Act. Issue: above the line deduction for long term care insurance. S. 555 - Simple Cafeteria Plan Act. Issue: Long term care insurance permitted to be offered in cafeteria plans and FSA. S. 1288 - Women's Retirement Act of 2007. Issue: federal tax treatment of annuities. S. 1693 The Wired for Healthcare Quality Act. Issue: affects of LTC ERISA preemption. S. 1758 Community Living Assistance Services and Supports Act. Issue: reform of LTC financing. S. 1809/ H.R. 3088 Long-Term Care Act of 2007. Issue: distributions from retirement plans should not be included in gross income if used to pay for LTC premiums. S. 1974- the Pension Protection Technical Corrections Act of 2007. Issue: technical corrections to PPA. S. 2121 Caregiver Assistance and Relief Effort Act of 2007. Issue: above the line deduction for LTC. S. 2337/H.R. 3363 Long Term Care Affordability and Security Act of 2007. Issue: allows long term care insurance to be offered in employer sponsored cafeteria plans and FSA. S. 2473 Defined Contribution Fee Disclosure Act. Issue: retirement plan fee disclosure. S. 2794 The Senior Investor Protection Act of 2008. Issue: sales to seniors of annuity products. S. 3278/ HR 6708 - A bill which would limit the use of 401(k) debit cards and limit withdrawals from 401(k) plans. Issue: limit of withdrawals on retirement plans. S. 3327 Empowered at Home Act of 2008. Issue: Allows above the line tax deduction for LTC premiums. Allows LTC to be offered in cafeteria/ FSA plans. S. 3952 - Automatic IRA Act of 2007. Issue: expand pension coverage. H. Con Res 431 Supporting the Goals and Ideals of a Long Term Awareness Week. Issue: LTC.

Client expense: $830,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S.3: Medicare Prescription Drug Price Negotiation Act of 2007 S.158: Access to Affordable Health Care Act S. 273: Prescription Drug and Health Improvement Act of 2007 S. 290: Rural Physicians Relief Act of 2007 S. 334: Healthy Americans Act S. 397: Tax Equity and Affordability Act of 2007 S. 498: Rural Medicare Equity Act of 2007 S. 1342: HeLP America Act S. 1605: Craig Thomas Rural Hospital and Provider Equity Act of 2007 S. 1710: Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, 2008 S. 2785: Save Medicare Act of 2008 S. 2603: Medicare Fraud Prevention Act of 2008 S. 2687: Medicare Beneficiary Protection Act of 2008 S. 2786: Medicare Rural Health Access Improvement Act of 2008 H.R.4: Medicare Prescription Drug Price Negotiation Act of 2007 H.R.15: National Health Insurance Act H.R.118: To amend part D of title XVIII of the Social Security Act to authorize the Secretary of Health and Human Services to negotiate prices for part D covered drugs for Medicare beneficiaries. H.R.205: Medicare Prescription Drug Enrollment Extension Act of 2007 H.R.298: Flexible Spending Accounts Growth and Opportunities Act of 2007 HR 914: Tax Equity and Affordability Act of 2007 H.R. 1651: Rural Health Quality Advisory Commission Act of 2007 HR 2056: Medicare Part D Improvement Act of 2007 HR 2633: HeLP America Act (Introduced in House) HR 2860: Health Care Access and Rural Equity (H-CARE) Act of 2007 HR 3014: Health Equity and Accountability Act of 2007 H.R. 3043: Department of Health and Human Services Appropriations Act, 2008 HR 3163: Healthy Americans HR 4848: To extend for one year parity in the application of certain limits to mental health benefits, and for other purposes HR 1424: Paul Wellstone Mental Health and Addiction Equity Act of 2007 HR 5445: To amend part B of title XVIII of the Social Security Act to increase Medicare payments for physicians' services through December 31, 2009. H.R. 6143: Pension Protection Act ERISA Amendments of 2008 H.R. 6382: Pension Protection Technical Corrections Act of 2008 H.R. 7242: Pension Protection Act IRC Amendments of 2008

Client expense: $1,113,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

See Addendum S. 14, "Invest in America Act", provision relating to estate tax repeal. S. 158, "Access to Affordable Health Care Act", Section 224 (Premiums on Long-Term Care Qualified Contracts) S. 349, Small Business and Work Opportunity Act of 2007. S. 504, "Long-Term Care Trust Account Act of 2007". S. 601, Simplification Through Additional Reporting Tax Act of 2007 (Broker reporting of customer's basis in mutual fund transactions). S. 1010, "Retirement Security for Life Act of 2007". S. 1753, "Healthy Workforce Act". S. 1809, "Long-Term Care Act of 2007". S. 2044, "Independent Contractor Proper Classification Act of 2007". S. 2126, "Generating Retirement Ownership Through Long-Term Holding (Growth) Act of 2007. S. 2337, "Long-Term Care Affordability and Security Act of 2007". S. 3125, "Energy Independence and Tax Relief Act of 2008", Section 241, Subpart F - Exception for Active Financing Income. S. 3289, "To Permanently Extend the Estate Tax as in Effect in 2009". S. 3327, "Empowered at Home Act of 2008", provision allowing tax deductino for a certain percentage of long-term care premiums. H.R. 46, "Small Business Tax Fairness and Simplification Act of 2007". H.R. 6, "Energy Independance and Security Act of 2007" (mutual fund cost basis reporting). H.R. 411, To amend the Internal Revenue Code of 1986 to make permanent certain expiring provisions..., provision relating to estate tax repeal H.R. 878, Simplification Through Additional Reporting Tax Act of 2007 (S. 601, H.R. 878) (Broker reporting of customer's basis in mutual fund transactions). H.R. 976, "Small Business Tax Relief Act of 2007". H.R. 2205, "Retirement Security for Life Act of 2007". H.R. 2380, "Death Tax Repeal Permanency Act of 2007". H.R. 2582, "Qualified Long-Term Care Fairness Act of 2007". H.R. 2796, "Generate Retirement Ownership through Long-Term Holding Act of 2007". H.R. 3088, "Long-Term Care Act of 2007". H.R. 3125, "Energy Independence and Tax Relief Act of 2008", Section 241, Subpart F - Exception for Active Financing Income. H.R. 3221, "American Housing Rescue and Foreclosure Prevention Act of 2008", Section 641 (related to mutual fund cost basis reporting). H.R. 3363, "Long-Term Care Affordability and Security Act". H.R. 3970, "Tax Reduction and Reform Act of 2007" - Provisions related to modification of unrelated business income tax rules for certain investment partnerships, basis reporting by brokers on sales of stocks, extension of special rules for regulated investment companies, reduction in corporate tax rate. H.R. 3996, "Temporary Tax Relief Act of 2007", Section 622 - Broker Reporting of Customer Basis in Securities Transactions; and Section 201 - Non-qualified Deferred Compensation from Certain Tax Indifferent Parties. H.R. 4912, "To amend the Internal Revenue Code of 1986 with respect to prepaid derivative contracts". H.R. 6049, "Renewable Energy and Job Creation Act of 2008", Section 239, Subpart F, "Exception for Active Financing Income". H.R. 6237, "Tax Relief for Long-Term Care Act of 2008". H.R. 6499, "Sensible Estate Tax Act of 2008". H.R. 7060, "Renewable Energy and Job Creation Act of 2008", Section 403, Broker Reporting of Customer Basis in Securities Transactions. IRS Notice 2008-18 (1/13/08) - Life Insrance Reserves: proposed AG VACARVM and Life PBR. Current tax treatment of Stranger-Originated Life Insurance (STOLI) - no bill number. Dividends Received Deduction for Life Insurers - no bill number. Life Insurance Company Reserves - no bill number. Senate Finance Committee, "Proposed Legislation on the Taxation of Exchange-Traded Notes" - no bill number.

Client expense: $780,000 · Firm income: Not reported

Government targets: Federal Reserve System, HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of, White House Office

HR 46 - Small Business Tax Fairness and Simplification Act. Issue: Long Term Care permitted to be offered in cafeteria plans and FSA. S 158 - Access to Affordable Health Care Act. Issue: above the line deduction for long term care insurance. S. 555 - Simple Cafeteria Plan Act. Issue: Long term care insurance permitted to be offered in cafeteria plans and FSA. H.R. 2205/ S 1010 Retirement Security for Life Act. Issue: Tax Incentive for Non Qualified Annuities S. 1288 - Women's Retirement Act of 2007. Issue: federal tax treatment of annuities. S. 3952 - Automatic IRA Act of 2007. Issue: expand pension coverage. H.R.3361 -To make technical corrections related to the Pension Protection Act of 2006. Issue: technical corrections to PPA. S.1974- the Pension Protection Technical Corrections Act of 2007. Issue: technical corrections to PPA. H.R. 3185, the 401(k) Fair Disclosure for Retirement Security Act of 2007. Issue: Retirement plan fee disclosure. S. 2337/H.R. 3363 Long Term Care Affordability and Security Act of 2007. Issue: allows long term care insurance to be offered in employer sponsored cafeteria plans and FSA. S. 1809/ H.R. 3088 Long-Term Care Act of 2007. Issue: distributions from retirement plans should not be included in gross income if used to pay for LTC premiums. H.R. 3765 Defined Contribution Plan Fee Transparency Act of 2007. Issue: retirement plan fee disclosure. S. 1758 Community Living Assistance Services and Supports Act. Issue: reform of LTC financing. H.R. 2582 Qualified Long-Term Care Fairness Act of 2007. Issue: above the line deduction for LTC. S. 2121 Caregiver Assistance and Relief Effort Act of 2007. Issue: above the line deduction for LTC. S. 2473 Defined Contribution Fee Disclosure Act. Issue: retirement plan fee disclosure. S. 1087 Fair Pay Act. Issue: civil penalty impact on retirement plans. H.R. 2831 Lilly Ledbetter Fair Pay Act. Issue: civil penalty impact on retirement plans. H.R. 2419 Farm Bill Extension Act. Issue: Roth treatment for 457 contracts. H.R. 3997 Defenders of Freedom Tax Act/ Heroes Earnings Assistance and Relief Act. Issue: military access to retirement monies. H.R. 5160 Small Business Add Value for Employees Act of 2008. Issue: expand pension coverage. H.R. 5559 The Long Term Care and Retirement Security Act of 2008. Issue: LTC in cafeteria and FSA and above the line deductions for LTC premiums. S. 2794 The Senior Investor Protection Act of 2008. Issue: sales to seniors of annuity products. H.R. 6237 The Tax Relief for Long Term Care Act of 2008. Issue: tax credit for LTC insurance premiums. S. 1693 The Wired for Healthcare Quality Act. Issue: affects of LTC ERISA preemption. H.R. 6357 Protecting Records, Optimizing Treatments, and Easing Communications Through Healthcare Technology Act of 2008 (ProTECHt Act) H.R. 6382 Pension Protection Act Technical Corrections. Issue: Retirement plan modifications H.R. 6143 Pension Protection Act ERISA Amendments of 2008. Issue: Retirement plan modifications. H.R. 7242 Pension Protection Act IRC Amendments of 2008. Issue: LTC and annuity clarification; Tax free exchange provisions for LTC. S. 3278/ HR 6708 - A bill which would limit the use of 401(k) debit cards and limit withdrawals from 401(k) plans. Issue: limit of withdrawals on retirement plans. H.R. 1424 Emergency Economic Stabilization Act of 2008. Issue: executive com restrictions and 401(k) asset recovery. H.R. 3765 Defined Contribution Plan Fee Transparency Act of 2007. Issue: retirement plan fee disclosure. S. 3327 Empowered at Home Act of 2008. Issue: Allows above the line tax deduction for LTC premiums. Allows LTC to be offered in cafeteria/ FSA plans. H. Con Res 431 Supporting the Goals and Ideals of a Long Term Awareness Week. Issue: LTC.

Client expense: $1,219,600 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Treasury, Dept of

S 1343, HR 2241, S 2479, HR 3373, HR 3544, S 755 - supporting diabetes treatment and prevention; HR 1952, HR 2377, HR 3800, S 1693, HR 6357, S 1408, S 1814 - supporting development of HIT and infrastructure; HR 2580, HR 5480, S 2662 - seeking professional liability reform; HR 5559, HR 5543, HR 6110, S 158, S 2050 - ensuring parity for podiatric physicians in statutory definitions of physician and services; HR 3163, S 334 - supporting national health care reform

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

Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Indian Health Service, SENATE

Expansion of Small Business Health Insurance Coverage: H.R. 6210 - Small Business Health Options Program Act of 2008 H.R. 5918 / S.2795 - Small Business Health Options Program Act of 2008 Expansion of Small Business Health Insurance Coverage (cont'd): S. 2818 - The Small Business Health Plans Act of 2008 H.R. 1200 - American Health Security Act of 2007 S. 334 - Healthy Americans Act S. 685 - Reform Health Care Now Act S. 158 - Access to Affordable Health Care Act H.R. 853 - Wellness & Prevention Act of 2007 H.R. 676 - United States Health Insurance Act (or the Expanded & Improved Medical for All Act) H.R. 241 - Small Business Health Fairness Act of 2007 S. 733 - Promoting Health Care Purchasing Cooperatives Act

Client expense: $3,740,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Army, Dept of (Corps of Engineers), Bureau of Land Management (BLM), Environmental Protection Agency (EPA), Farm Credit Administration, Federal Communications Commission (FCC), Federal Deposit Insurance Corporation (FDIC), Federal Emergency Management Agency (FEMA), Federal Reserve System, Federal Trade Commission (FTC), Financial Crimes Enforcement Network (FinCEN), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Interior, Dept of (DOI), Office of Management & Budget (OMB), Office of Thrift Supervision (OTS), Office of the Comptroller of the Currency (OCC), SENATE, Treasury, Dept of, U.S. Agency for International Development (USAID), Veterans Affairs, Dept of (VA)

S.3: Medicare Prescription Drug Price Negotiation Act of 2007 S.158: Access to Affordable Health Care Act S. 273: Prescription Drug and Health Improvement Act of 2007 S. 290: Rural Physicians Relief Act of 2007 S. 334: Healthy Americans Act S. 397: Tax Equity and Affordability Act of 2007 S. 498: Rural Medicare Equity Act of 2007 S. 1342: HeLP America Act S. 1605: Craig Thomas Rural Hospital and Provider Equity Act of 2007 S. 1710: Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, 2008 S. 2785: Save Medicare Act of 2008 S. 2603: Medicare Fraud Prevention Act of 2008 S. 2687: Medicare Beneficiary Protection Act of 2008 S. 2786: Medicare Rural Health Access Improvement Act of 2008 H.R.4: Medicare Prescription Drug Price Negotiation Act of 2007 H.R.15: National Health Insurance Act H.R.118: To amend part D of title XVIII of the Social Security Act to authorize the Secretary of Health and Human Services to negotiate prices for part D covered drugs for Medicare beneficiaries. H.R.205: Medicare Prescription Drug Enrollment Extension Act of 2007 H.R.298: Flexible Spending Accounts Growth and Opportunities Act of 2007 HR 914: Tax Equity and Affordability Act of 2007 H.R. 1651: Rural Health Quality Advisory Commission Act of 2007 HR 2056: Medicare Part D Improvement Act of 2007 HR 2633: HeLP America Act (Introduced in House) HR 2860: Health Care Access and Rural Equity (H-CARE) Act of 2007 HR 3014: Health Equity and Accountability Act of 2007 H.R. 3043: Department of Health and Human Services Appropriations Act, 2008 HR 3163: Healthy Americans HR 4848: To extend for one year parity in the application of certain limits to mental health benefits, and for other purposes HR 1424: Paul Wellstone Mental Health and Addiction Equity Act of 2007 HR 5445: To amend part B of title XVIII of the Social Security Act to increase Medicare payments for physicians' services through December 31, 2009.

Client expense: $1,251,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR 46 - Small Business Tax Fairness and Simplification Act S 158 - Access to Affordable Health Care Act S 344 - Healthy Americans Act HR 676 - US National Health Insurance Act S. 555 - Simple Cafeteria Plan Act H.R. 914 - Tax Equity and Affordability Act S. 897 - Alzheimers Family Assistance Act H.R. 1807 - Alzheimers Family Assistance Act H.R. (Concurrent Resolution) 133 - Supporting the Goals of the Long Term Care Awareness Week H.R. 2205/ S 1010 - Tax Incentive for Non Qualified Annuities H.R. 2 - Fair Minimum Wage Act H.R. 1591 - US Troop Readiness, Veterans Health, and Iraq Accountability Act H.R. 976 - Small Business Tax Relief Act S. 1288 - Women's Retirement Act of 2007 S. 3952 - Automatic IRA Act of 2007 H.R.3361 -To make technical corrections related to the Pension Protection Act of 2006 S.1974- the Pension Protection Technical Corrections Act of 2007 H.R. 3185, the 401(k) Fair Disclosure for Retirement Security Act of 2007 H.R. 3363 Long Term Care Affordability and Security Act of 2007 S. 2337 - Long Term Care Affordability and Security Act of 2007 H.R. 3088 Long-Term Care Act of 2007 S. 1809 Long-Term Care Act of 2007 S. 1758 Community Living Assistance Services and Supports Act H.R. 2582 Qualified Long-Term Care Fairness Act of 2007 S. 2121 Caregiver Assistance and Relief Effort Act of 2007 S. 2268 Long-Term Care Insurance Integrity Act of 2007 S. 2473 Defined Contribution Fee Disclosure Act S. 1087 Fair Pay Act H.R. 2831 Lilly Ledbetter Fair Pay Act H.R. 4839 Tax Technical Corrections H.R. 2419 Farm Bill Extension Act H.R. 3997 Defenders of Freedom Tax Act/ Heroes Earnings Assistance and Relief Act H.R. 5160 Small Business Add Value for Employees Act of 2008 H.R. 5559 The Long Term Care and Retirement Security Act of 2008 S. 2794 The Senior Investor Protection Act of 2008 H.R. 6237 The Tax Relief for Long Term Care Act of 2008 H.R. 3221- The Foreclosure Prevention Act of 2008 S. 2636 - The Foreclosure Prevention Act of 2008 S. 1693 The Wired for Healthcare Quality Act H.R. 6357 Protecting Records, Optimizing Treatments, and Easing Communications Through Healthcare Technology Act of 2008 (ProTECHt Act) H.R. 6382 Pension Protection Act Technical Corrections H.R. 6143 Pension Protection Act ERISA Amendments of 2008

Client expense: $920,600 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Labor, Dept of (DOL), SENATE, Treasury, Dept of

S 1343, HR 2241, S 2479, HR 3373, HR 3544, S 755 - supporting diabetes treatment and prevention; HR 1952, HR 2377, HR 3800, S 1693, HR 6357, S 1408, S 1814 - supporting development of HIT and infrastructure; HR 2580, HR 5480, S 2662 - seeking professional liability reform; HR 5559, HR 5543, HR 6110, S 158, S 2050 - ensuring parity for podiatric physicians in statutory definitions of physician and services; HR 3163, S 334 - supporting national health care reform

Client expense: $80,000 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Indian Health Service, SENATE

See Addendum S. 14, "Invest in America Act", provision relating to estate tax repeal. S. 158, "Access to Affordable Health Care Act", Section 224 (Premiums on Long-Term Care Qualified Contracts) S. 349, Small Business and Work Opportunity Act of 2007. S. 504, "Long-Term Care Trust Account Act of 2007". S. 601, Simplification Through Additional Reporting Tax Act of 2007 (Broker reporting of customer's basis in mutual fund transactions). S. 1010, "Retirement Security for Life Act of 2007". S. 1753, "Healthy Workforce Act". S. 1809, "Long-Term Care Act of 2007". S. 2044, "Independent Contractor Proper Classification Act of 2007". S. 2126, "Generating Retirement Ownership Through Long-Term Holding (Growth) Act of 2007. S. 2337, "Long-Term Care Affordability and Security Act of 2007". S.3125, "Energy Independence and Tax Relief Act of 2008", Section 241, Subpart F - Exception for Active Financing Income. H.R. 46, "Small Business Tax Fairness and Simplification Act of 2007". H.R. 6, "Energy Independance and Security Act of 2007" (mutual fund cost basis reporting). H.R. 411, To amend the Internal Revenue Code of 1986 to make permanent certain expiring provisions..., provision relating to estate tax repeal H.R. 878, Simplification Through Additional Reporting Tax Act of 2007 (S. 601, H.R. 878) (Broker reporting of customer's basis in mutual fund transactions). H.R. 976, "Small Business Tax Relief Act of 2007". H.R. 2205, "Retirement Security for Life Act of 2007". H.R. 2380, "Death Tax Repeal Permanency Act of 2007". H.R. 2582, "Qualified Long-Term Care Fairness Act of 2007". H.R. 2796, "Generate Retirement Ownership through Long-Term Holding Act of 2007". H.R. 3088, "Long-Term Care Act of 2007". H.R. 3125, "Energy Independence and Tax Relief Act of 2008", Section 241, Subpart F - Exception for Active Financing Income. H.R. 3221, "American Housing Rescue and Foreclosure Prevention Act of 2008", Section 641 (related to mutual fund cost basis reporting). H.R. 3363, "Long-Term Care Affordability and Security Act". H.R. 3970, "Tax Reduction and Reform Act of 2007" - Provisions related to modification of unrelated business income tax rules for certain investment partnerships, basis reporting by brokers on sales of stocks, extension of special rules for regulated investment companies, reduction in corporate tax rate. H.R. 3996, "Temporary Tax Relief Act of 2007", Section 622 - Broker Reporting of Customer Basis in Securities Transactions; and Section 201 - Non-qualified Deferred Compensation from Certain Tax Indifferent Parties. H.R. 4912, "To amend the Internal Revenue Code of 1986 with respect to prepaid derivative contracts". H.R. 6049, "Renewable Energy and Job Creation Act of 2008", Section 239, Subpart F, "Exception for Active Financing Income". H.R. 6237, "Tax Relief for Long-Term Care Act of 2008". IRS Notice 2008-18 (1/13/08) - Life Insrance Reserves: proposed AG VACARVM and Life PBR. Current tax treatment of Stranger-Originated Life Insurance (STOLI) - no bill number. Dividends Received Deduction for Life Insurers - no bill number. Life Insurance Company Reserves - no bill number. Senate Finance Committee, "Proposed Legislation on the Taxation of Exchange-Traded Notes" - no bill number.

Client expense: $620,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of

S158

Client expense: $20,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S158

Client expense: $20,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Expansion of Small Business Health Insurance Coverage: S. 158 - Access to Affordable Health Care Act Expansion of Small Business Health Insurance Coverage (cont'd): H.R. 1200 - American Health Security Act of 2007 S. 334 - Healthy Americans Act S. 685 - Reform Health Care Now Act H.R. 853 - Wellness & Prevention Act of 2007 H.R. 676 - United States Health Insurance Act (or the Expanded & Improved Medical for All Act) H.R. 241 - Small Business Health Fairness Act of 2007 S. 733 - Promoting Health Care Purchasing Cooperatives Act S. 2795 - Small Business Health Options Program Act of 2008 S. 2818 - The Small Business Health Plans Act of 2008

Client expense: $3,140,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Army, Dept of (Corps of Engineers), Environmental Protection Agency (EPA), Federal Deposit Insurance Corporation (FDIC), Federal Emergency Management Agency (FEMA), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Interior, Dept of (DOI), Office of Management & Budget (OMB), Office of Thrift Supervision (OTS), Office of the Comptroller of the Currency (OCC), SENATE, Treasury, Dept of, U.S. Agency for International Development (USAID), Veterans Affairs, Dept of (VA)

S.3: Medicare Prescription Drug Price Negotiation Act of 2007 S.158: Access to Affordable Health Care Act S. 273: Prescription Drug and Health Improvement Act of 2007 S. 290: Rural Physicians Relief Act of 2007 S. 334: Healthy Americans Act S. 397: Tax Equity and Affordability Act of 2007 S. 498: Rural Medicare Equity Act of 2007 S. 1342: HeLP America Act S. 1605: Craig Thomas Rural Hospital and Provider Equity Act of 2007 S. 1710: Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, 2008 S. 2785: Save Medicare Act of 2008 S. 2603: Medicare Fraud Prevention Act of 2008 S. 2687: Medicare Beneficiary Protection Act of 2008 S. 2786: Medicare Rural Health Access Improvement Act of 2008 H.R.4: Medicare Prescription Drug Price Negotiation Act of 2007 H.R.15: National Health Insurance Act H.R.118: To amend part D of title XVIII of the Social Security Act to authorize the Secretary of Health and Human Services to negotiate prices for part D covered drugs for Medicare beneficiaries. H.R.205: Medicare Prescription Drug Enrollment Extension Act of 2007 H.R.298: Flexible Spending Accounts Growth and Opportunities Act of 2007 HR 914: Tax Equity and Affordability Act of 2007 H.R. 1651: Rural Health Quality Advisory Commission Act of 2007 HR 2056: Medicare Part D Improvement Act of 2007 HR 2633: HeLP America Act (Introduced in House) HR 2860: Health Care Access and Rural Equity (H-CARE) Act of 2007 HR 3014: Health Equity and Accountability Act of 2007 H.R. 3043: Department of Health and Human Services Appropriations Act, 2008 HR 3163: Healthy Americans HR 4848: To extend for one year parity in the application of certain limits to mental health benefits, and for other purposes HR 1424: Paul Wellstone Mental Health and Addiction Equity Act of 2007 HR 5445: To amend part B of title XVIII of the Social Security Act to increase Medicare payments for physicians' services through December 31, 2009.

Client expense: $1,006,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

See Addendum S. 14, "Invest in America Act", provision relating to estate tax repeal. S. 158, "Access to Affordable Health Care Act", Section 224 (Premiums on Long-Term Care Qualified Contracts) S. 349, Small Business and Work Opportunity Act of 2007 - An original bill to amend the Internal Revenue Code of 1986 to provide additional tax incentives to employers and employees of small businesses, and for other purposes, to include provisions relating to non-qualified deferred compensation plans. S. 504, "Long-Term Care Trust Account Act of 2007". S. 601, Simplification Through Additional Reporting Tax Act of 2007 - A bill to amend the Internal Revenue Code of 1986 to require broker reporting of customer's basis in securities transactions, and for other purposes. S. 1010, "Retirement Security for Life Act of 2007". S. 1753, "Healthy Workforce Act". S. 1809, "Long-Term Care Act of 2007". S. 2044, "Independent Contractor Proper Classification Act of 2007". S. 2126, "Generating Retirement Ownership Through Long-Term Holding (Growth) Act of 2007. S. 2337, "Long-Term Care Affordability and Security Act of 2007". H.R. 46, "Small Business Tax Fairness and Simplification Act of 2007". H.R. 6, "Energy Independance and Security Act of 2007" (mutual fund cost basis reporting). H.R. 411, To amend the Internal Revenue Code of 1986 to make permanent certain expiring provisions..., provision relating to estate tax repeal H.R. 878, Simplification Through Additional Reporting Tax Act of 2007 (S. 601, H.R. 878) A bill to amend the Internal Revenue Code of 1986 to require broker reporting of customer's basis in securities transactions, and for other purposes. H.R. 976, "Small Business Tax Relief Act of 2007" - A bill to amend the Internal Revenue Code of 1986 to provide tax relief for small businesses, and for other purposes. H.R. 2205, "Retirement Security for Life Act of 2007". H.R. 2380, "Death Tax Repeal Permanency Act of 2007". H.R. 2582, "Qualified Long-Term Care Fairness Act of 2007". H.R. 2796, "Generate Retirement Ownership through Long-Term Holding Act of 2007". H.R. 3088, "Long-Term Care Act of 2007". H.R. 3363, "Long-Term Care Affordability and Security Act". H.R. 3970, "Tax Reduction and Reform Act of 2007" - Provisions related to modification of unrelated business income tax rules for certain investment partnerships, basis reporting by brokers on sales of stocks, extension of special rules for regulated investment companies, reduction in corporate tax rate. H.R. 3996, "Temporary Tax Relief Act of 2007", Section 622 - Broker Reporting of Customer Basis in Securities Transactions; and Section 201 - Non-qualified Deferred Compensation from Certain Tax Indifferent Parties. H.R. 4912, "To amend the Internal Revenue Code of 1986 with respect to prepaid derivative contracts". IRS Notices 2007-86 and 2007-89, providing a one-year extension for general compliance with Internal Revenue Code 409A. IRS Notice 2008-18 (1/13/08) - Life Insrance Reserves: proposed AG VACARVM and Life PBR. IRS Notice 2008-42 (3/28/08) - Guidance on the application of Sections 101(j) and 264 (f): grandfather of life insurance policies and changes to split-dollar arrangements. IRS Correcting amendements to the final regulations under Section 409A of the Internal Revenue Code: RIN-1595-BE79 (7/30/07). Current tax treatment of Stranger-Originated Life Insurance (STOLI) - no bill number. Dividends Received Deduction for Life Insurers - no bill number. Life Insurance Company Reserves - no bill number. Proposed 401(k) Fee Disclosure Tax Legislation - no bill number.

Client expense: $560,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Labor, Dept of (DOL), SENATE, Securities & Exchange Commission (SEC), Treasury, Dept of

HR 46 - Small Business Tax Fairness and Simplification Act S 158 - Access to Affordable Health Care Act S. 344 - Healthy Americans Act HR 676 - US National Health Insurance Act S. 504 - Long Term Care Trust Accounts Act S. 555 - Simple Cafeteria Plan Act H.R. 914 - Tax Equity and Affordability Act S. 897 - Alzheimers Family Assistance Act H.R. 1807 - Alzheimers Family Assistance Act H.R. (Concurrent Resolution) 133 - Supporting the Goals of the Long Term Care Awareness Week H.R. 2205/ S 1010 - Tax Incentive for Non Qualified Annuities H.R. 2 - Fair Minimum Wage Act H.R. 1591 - US Troop Readiness, Veterans Health, and Iraq Accountability Act H.R. 976 - Small Business Tax Relief Act S. 1288 - Women's Retirement Act of 2007 S. 3952 - Automatic IRA Act of 2007 H.R.3361 -To make technical corrections related to the Pension Protection Act of 2006 S.1974- the Pension Protection Technical Corrections Act of 2007 H.R. 3185, the 401(k) Fair Disclosure for Retirement Security Act of 2007 H.R. 3363 Long Term Care Affordability and Security Act of 2007 S. 2337 - Long Term Care Affordability and Security Act of 2007 H.R. 3088 Long-Term Care Act of 2007 S. 1809 Long-Term Care Act of 2007 S. 1758 Community Living Assistance Services and Supports Act H.R. 2582 Qualified Long-Term Care Fairness Act of 2007 S. 2121 Caregiver Assistance and Relief Effort Act of 2007 S. 2268 Long-Term Care Insurance Integrity Act of 2007 S. 2473 Defined Contribution Fee Disclosure Act S. 1087 Fair Pay Act H.R. 2831 Lilly Ledbetter Fair Pay Act H.R. 4839 Tax Technical Corrections H.R. 2419 Farm Bill Extension Act H.R. 3997 Defenders of Freedom Tax Act/ Heroes Earnings Assistance and Relief Act H.R. 5160 Small Business Add Value for Employees Act of 2008 H.R. 5559 The Long Term Care and Retirement Security Act of 2008 S. 2794 The Senior Investor Protection Act of 2008

Client expense: $2,762,032 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Labor, Dept of (DOL), SENATE, Treasury, Dept of

S158

Client expense: $20,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S. 158

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

See attached list S.2300, Lower PRICED Drugs Act S.1893/H.R.976, Childrens Health Insurance Program Reauthorization Act of 2007 S.358, Genetic Information Nondiscrimination Act S.910, Healthy Families Act S.885, Community Pharmacy Fairness Act of 2007 S.628, Critical Access to Health Information Technology Correction Act S.558, Mental Health Parity Act of 2007 S.495, Personal Data Privacy and Security Act of 2007 S.400, Michelles Law S.397, Tax Equity and Affordability Act of 2007 S.3585, HSA Improvement and Expansion Ac of 2006 S.358, Genetic Information Nondiscrimination Act of 2007 S.3488, Tax-free Healthcare Savings, Access, and Portability Act S.334, Healthy Americans Act S.325/H.R. 506, Health Partnership Act of 2007 S.273, Prescription Drug Health Improvement Act of 2007 S.2601/H.R.4551, Health Care Choices for Seniors Act S.2549, Health Savings Account Affordability Act S.1753, Healthy Workforce Act of 2007 S.1739, TAA Health Coverage Improvement Act of 2007 S.1693, Wired for Health Care Quality Act S.1690, Small Business Health Insurance Options Act of 2007 S.158, Access to Affordable Health Care Act S.1576, Minority Health Improvement and Health Disparity Elimination Act of 2007 S.1556, Tax Equity for Domestic Partner and Health Plan Beneficiaries Act S.1507, Access to Medicare Data Act of 2007 S.1503, Healthy America Act of 2005 S.1455, National Health Information Technology and Privacy Advancement Act of 2007 S.1408, Health Information Technology Act of 2007 S.1342, Healthy Lifestyles and Prevention (HeLP) America Act S.1224, Childrens Health Insurance Program (CHIP) Reauthorization Act of 2007 S.1223.IS, Information Technology for Health Care Quality Act S.1221, Countdown to Coverage Act of 2007 S.1178, Securing Access, Value, and Equality in Health Care Act S.1169, State-Based Health Care Reform Act S.1082, Prescription Drug User Fee Amendments of 2007 S.1067, Healthy Places Act of 2007 S.1050, Promoting Wellness for Individuals with Disabilities Act of 2007 S.1023, A bill to eliminate the remainder of funding shortfalls for the State Children's Health Insurance Program (SCHIP) for fiscal 2007 S.1022, A bill to eliminate the remainder of funding shortfalls for the State Children's Health Insurance Program (SCHIP) for fiscal 2007 S.1019, Universal Health Care Choice and Access Act S.099, Small Business Health Care Tax Credit Act S.004, Healthy America Act 2005 S.1218, Medicare for All Act H.R.914, Tax Equity and Affordability Act of 2007 H.R.847, Healthcare Disclosure Act H.R.2737, Health Care Relief Act of 2007 H.R.2639, Promoting Health for Future Generations Act of 2007 H.R.2633, Healthy Lifestyles and Prevention (HeLP) America Act H.R.2412, Equity in Prescription Insurance and Contraceptive Coverage Act of 2007 H.R.2351, Health Coverage, Affordability, Responsibility, and Equity (Health CARE) Act of 2007 H.R.2302, Health Insurance Affordability Act of 2007 H.R.227, Health Care Tax deduction Act of 2007 H.R.2184, Enhanced Health Care Value for All Act of 2007 H.R.2132, Small Business Health Plans Act of 2007 H.R.2089, Securing Access, Value, and Equality in Health Care Act H.R.2047, Health Insurance for Life Act of 2007 H.R.1952, National Health Information Act of 2007 H.R.1820, Tax Equity for Health Plan Beneficiaries Act of 2007 H.R.1666, Health Care Price Transparency Promotion Act of 2007 H.R.1542, Healthy Families Act H.R.1489, A bill to eliminate the remainder of the funding shortfalls in the State Children's Health Insurance Program (SCHIP) for fiscal year 2007 H.R.1368, Personalized Health Information Act of 2007 H.R.1367, Paul Wellstone Mental Health and Addiction Equity Act of 2007 H.R.1329, Guaranteed Access for SCHIPs Target Population Act of 2007 H.R.1012, Small Business Growth Act of 2007 H.R.015, National Health Insurance Act H.R.4511, Flexible Health Savings Account Act H.R.4505, Health Care Incentive Act H.R.298, Flexible Spending Accounts Growth and Opportunities Act of 2007 H.R.636, HC Freedom of Choice Act H.R. 3162.IH, Children's Health and Medicare Protection Act of 2007

Client expense: $460,000 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), Congressional Budget Office (CBO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), Natl Economic Council (NEC), SENATE, Transportation, Dept of (DOT), UNDETERMINED, White House Office

S. 3: Medicare Prescription Drug Price Negotiation Act of 2007 S. 158: Access to Affordable Health Care Act S. 273: Prescription Drug & Health Improvement Act of 2007 S. 290: Rural Physicians Relief Act of 2007

Client expense: $2,087,545 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Army, Dept of (Corps of Engineers), Council on Environmental Quality (CEQ), Energy, Dept of, Environmental Protection Agency (EPA), Federal Emergency Management Agency (FEMA), Federal Energy Regulatory Commission (FERC), Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Interior, Dept of (DOI), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Office of Management & Budget (OMB), Pension Benefit Guaranty Corporation (PBGC), SENATE, Transportation, Dept of (DOT), Treasury, Dept of, White House Office

Expansion of Small Business Health Insurance Coverage: S. 158 - Access to Affordable Health Care Act

Client expense: $7,440,000 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Army, Dept of (Corps of Engineers), Council on Environmental Quality (CEQ), Drug Enforcement Administration (DEA), Energy, Dept of, Environmental Protection Agency (EPA), Federal Deposit Insurance Corporation (FDIC), Federal Emergency Management Agency (FEMA), Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Interior, Dept of (DOI), Office of Management & Budget (OMB), Office of Natl Drug Control Policy (NDCP), Office of Thrift Supervision (OTS), Office of the Comptroller of the Currency (OCC), SENATE, Transportation, Dept of (DOT), Treasury, Dept of, U.S. Agency for International Development (USAID), Veterans Affairs, Dept of (VA)

S.158

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

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR 2900, Food and Drug Administration Amendment Act of 2007, provisions affecting PET drugs and medical advisory committees. S 1082, Prescription Drug User Fee Amendment Act of 2007, provision affecting PET drugs and medical advisory committees. HR 3162, SCHIP, provisions dealing with the payment of radiopharmaceuticals S.158, Access to Affordable Health Care Act, provisons dealing with the payment of radiopharmaceuticals

Client expense: Not reported · Firm income: $200,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S.158/H.R.1321, Access to Affordable Health Care Act; CMS proposed 2008 regulations on hospital outpatient payment system Implementation of Medicare Modernization Act of 2003, provisions dealing with the reimbursement of brachytherapy H.R.3162, The Children's Health and Medicare Protection Act of 2007; Implementation of HR 6111, Tax Relief and Healthcare Act

Client expense: Not reported · Firm income: $30,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Implementation of S.1932, Deficit Reduction Act of 2005 and H.R.6111, Tax Relief and Healthcare Act of 2006 H.R.3162, The Children's Health and Medicare Protection Act of 2007 S.158/H.R.1321, Access to Affordable Health Care Act, provisions affecting Medicare payments for medical imaging procedures and accredidation requirements for billing Medicare.

Client expense: Not reported · Firm income: $80,000

Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, SENATE

H.R. 3176 SCHIP Reauthorization and Reform Act H.R. 2737 Health Care Relief Act of 2007 S. 158 Access to Affordable Health Care Act S. 1783 Ten Steps to Transform Health care in america Act

Client expense: $480,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Health care, employee benefit and LTC insurance reform issues. HR 241, HR 324, HR 1012, S. 555, HR 2047, S. 334, HR 3163, s 1019, s 783, HR 3343, HR 506, HR 749, HR 991, HR 2302, HR 2948, HR 3234, S. 1899, S. 558, HR 2132, S. 158, S 504, HR 46, HR 2582, S. 1809, HR 3088, HR 3363, S 2337S 95, HR 1111, S 397, HR 2626, HR 2737, S. 1875, S 99, S 158, HR 1802, S 1753, HR 227, HR 636, S. 1356, HR 1820, HR 298, HR 3306, HR 15, HR 676, HR 1200, HR 2034, S 1218, HR 2357, S 1758

Client expense: Not reported · Firm income: $20,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

HR 46 - Small Business Tax Fairness and Simplification Act S 158 - Access to Affordable Health Care Act

Client expense: $3,933,945 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Labor, Dept of (DOL), SENATE, Treasury, Dept of

HR Essential Oral Health Care HR 2168 Dedicated Dental Services for HIV/AIDS Act S 1200/HR 1328 Indian Helaht Care Improvement Act Amendments HR 4205 National Health Service Corps & Loan Repayment Programs Renewal HR 1884 National Health Service Corps Improvement Act S 158 Access to Affordable Health Care Act HJ Res 52 FY 2008 Continuing Resolution HRes 794/HR 3043 FY 2008 LHHS-Ed Mil Construction, VA Appropriations HR 3162/S 1893 Children's Health Insurance Reauthorization Act of 2007 HR 3963 Children's Health Insurance HR 976 Small Business Tax Breaks and Reauthorization of SCHIP HR 3162 Children's Helaht and Medicare Protection Act (CHAMP) HR 2371 Deamonte's Law

Client expense: Not reported · Firm income: Not reported

Government targets: Education, Dept of, HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Health Resources & Services Administration (HRSA), Natl Institutes of Health (NIH), SENATE

S. 1082: FDA Revitalization Act S. 623: Access to Life-Saving Medicine Act H.R. 1038: Access to Life-Saving Medicine Act H.R. 1368: Personalized Health Information Act S. 1695: Biologics Price Competition and Innovation Act S. 1693: Wired for Health Care Quality Act H.R. 2900: FDA Amendments Act S. 334 Healthy Americans Act H.R. 1535 Children’s Health First Act S. 895 Children’s Health First Act S. 628 Critical Access to Health Information Technology Act of 2007 S. 1408 Health Information Technology Act of 2007 S. 1577 Patient Safety and Abuse Prevention Act of 2007 H.R. 2723 Children’s Health Care Quality Act S. 1226 Children’s Health Care Quality Act S. 1364 Healthy Kids Act of 2007 H.R. 1368 Personalized Health Information Act of 2007 S. 1714 Small Business Children’s Health Education Act of 2007 H.R. 2132 Small Business Health Plans Act of 2007 S. 158 Access to Affordable Health Care Act H.R. 2147 Health Kids Act of 2007 S. 401 Keep Children Covered Act of 2007 S. 1753 Health Workforce Act of 2007 S. 1455 National Health Information Technology and Privacy Advancement Act of 2007 HR 788 Food and Drug Administration Safety Act of 2007 HR 1432 Preserve Access to Affordable Generics Act HR 1666 Health Care Price Transparency Promotion Act of 2007 HR 1902 Protecting Consumer Access to Generic Drugs Act of HR 1952 National Health Information Incentive Act of 2007 HR 1956 Patient Protection and Innovative Biologic Medicines Act of 2007 HR 2273 Food and Drug Administration Improvement Act of 2007 HR 2592 Safe and Effective Drug Development Act of 2007 HR 2626 Comprehensive HealthCARE Act of 2007 S 28 Generics First Act of 2007 S 158 Access to Affordable Health Care Act S 242 Pharmaceutical Market Access and Drug Safety Act of 2007 S 251 Pharmaceutical Market Access Act of 2007 S 273 Prescription Drug and Health Improvement Act of 2007 S 316 Preserve Access to Affordable Generics Act S 468 Food and Drug Administration Safety Act of 2007 S 976 Genomics and Personalized Medicine Act of 2007 S 1505 Affordable Biologics for Consumers Act Antitrust and Health Insurance Reform: S 618 “Insurance Industry Competition Act of 2007” Health Information Technology Standards; Electronic Health Records; ICD 10 Implementation; HR1368 “Personalized Health Information Act of 2007” ; S 1693 and S 1783 “Wired for Health Care Quality Act”; Insurance Market Reform; Association Health Plans; Uninsured: S 1019 “Health Care Choice of 2007” Genetic Non-discrimination: HR 493 and S 358 “Genetic Information Nondiscrimination Act of 2007 Mental Health Parity: HR 1424 “Paul Wellstone Mental Health and Addiction Equity Act of 2007” and S 558 “Mental Health Parity Act of 2007” H.R. 2184 Enhanced Health Care Value for All Act S. 1490 Federal Employees Electronic Personal Health Records Act

Client expense: Not reported · Firm income: $120,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

H.R.914, Tax Equity and Affordability Act of 2007 H.R.847, Healthcare Disclosure Act H.R.2737, Health Care Relief Act of 2007 H.R.2639, Promoting Health for Future Generations Act of 2007 H.R.2633, Healthy Lifestyles and Prevention (HeLP) America Act H.R.2412, Equity in Prescription Insurance and Contraceptive Coverage Act of 2007 H.R.2351, Health Coverage, Affordability, Responsibility, and Equity (Health CARE) Act of 2007 H.R.2302, Health Insurance Affordability Act of 2007 H.R.227, Health Care Tax deduction Act of 2007 H.R.2184, Enhanced Health Care Value for All Act of 2007 H.R.2132, Small Business Health Plans Act of 2007 H.R.2089, Securing Access, Value, and Equality in Health Care Act H.R.2047, Health Insurance for Life Act of 2007 H.R.1952, National Health Information Act of 2007 H.R.1820, Tax Equity for Health Plan Beneficiaries Act of 2007 H.R.1666, Health Care Price Transparency Promotion Act of 2007 H.R.1542, Healthy Families Act H.R.1489, A bill to eliminate the remainder of the funding shortfalls in the State Children's Health Insurance Program (SCHIP) for fiscal year 2007 H.R.1368, Personalized Health Information Act of 2007 H.R.1367, Paul Wellstone Mental Health and Addiction Equity Act of 2007 H.R.1329, Guaranteed Access for SCHIP’s Target Population Act of 2007 H.R.1012, Small Business Growth Act of 2007 H.R.015, National Health Insurance Act H.R.4511, Flexible Health Savings Account Act H.R.4505, Health Care Incentive Act H.R.298, Flexible Spending Accounts Growth and Opportunities Act of 2007 H.R.636, HC Freedom of Choice Act S.2300, Lower PRICED Drugs Act S.1893/H.R.976, Children’s Health Insurance Program Reauthorization Act of 2007 S.358, Genetic Information Nondiscrimination Act S.910, Healthy Families Act S.885, Community Pharmacy Fairness Act of 2007 S.628, Critical Access to Health Information Technology Correction Act S.558, Mental Health Parity Act of 2007 S.495, Personal Data Privacy and Security Act of 2007 S.400, Michelle’s Law S.397, Tax Equity and Affordability Act of 2007 S.3585, HSA Improvement and Expansion Ac of 2006 S.358, Genetic Information Nondiscrimination Act of 2007 S.3488, Tax-free Healthcare Savings, Access, and Portability Act S.334, Healthy Americans Act S.325/H.R. 506, Health Partnership Act of 2007 S.273, Prescription Drug Health Improvement Act of 2007 S.2601/H.R.4551, Health Care Choices for Seniors Act S.2549, Health Savings Account Affordability Act S.1753, Healthy Workforce Act of 2007 S.1739, TAA Health Coverage Improvement Act of 2007 S.1693, Wired for Health Care Quality Act S.1690, Small Business Health Insurance Options Act of 2007 S.158, Access to Affordable Health Care Act S.1576, Minority Health Improvement and Health Disparity Elimination Act of 2007 S.1556, Tax Equity for Domestic Partner and Health Plan Beneficiaries Act S.1507, Access to Medicare Data Act of 2007 S.1503, Healthy America Act of 2005 S.1455, National Health Information Technology and Privacy Advancement Act of 2007 S.1408, Health Information Technology Act of 2007 S.1342, Healthy Lifestyles and Prevention (HeLP) America Act S.1224, Children’s Health Insurance Program (CHIP) Reauthorization Act of 2007 S.1223.IS, Information Technology for Health Care Quality Act S.1221, Countdown to Coverage Act of 2007 S.1178, Securing Access, Value, and Equality in Health Care Act S.1169, State-Based Health Care Reform Act S.1082, Prescription Drug User Fee Amendments of 2007 S.1067, Healthy Places Act of 2007 S.1050, Promoting Wellness for Individuals with Disabilities Act of 2007 S.1023, A bill to eliminate the remainder of funding shortfalls for the State Children's Health Insurance Program (SCHIP) for fiscal 2007 S.1022, A bill to eliminate the remainder of funding shortfalls for the State Children's Health Insurance Program (SCHIP) for fiscal 2007 S.1019, Universal Health Care Choice and Access Act S.099, Small Business Health Care Tax Credit Act S.004, Healthy America Act 2005 S.1218, Medicare for All Act See attached list

Client expense: $460,000 · Firm income: Not reported

Government targets: Centers For Medicare and Medicaid Services (CMS), Congressional Budget Office (CBO), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), Natl Economic Council (NEC), SENATE, Transportation, Dept of (DOT), White House Office

H.RES.13: Encouraging increased public awareness of eating disorders and expanded research for treatment and cures. H.R.15: To provide a program of national health insurance, and for other purposes. H.R.20: To provide for research on, and services for individuals with, postpartum depression and psychosis. H.R.63: To provide that the approved application under the Federal Food, Drug, and Cosmetic Act for the drug commonly known as RU-486 is deemed to have been withdrawn, to provide for the review by the Comptroller General of the United States of the process by which the Food and Drug Administration approved such drug, and for other purposes. H.R.113: To amend the Internal Revenue Code of 1986 to require group health plans to provide coverage for reconstructive surgery following mastectomy, consistent with the Women's Health and Cancer Rights Act of 1998. H.R.119: To require that health plans provide coverage for a minimum hospital stay for mastectomies, lumpectomies, and lymph node dissection for the treatment of breast cancer and coverage for secondary consultations. H.R.152: To amend title XXVII of the Public Health Service Act and title I of the Employee Retirement Income Security Act of 1974 to require that group and individual health insurance coverage and group health plans provide comprehensive coverage for childhood immunization. H.R.282: To amend the Public Health Service Act, the Employee Retirement Income Security Act of 1974, and the Internal Revenue Code of 1986 to require that group and individual health insurance coverage and group health plans provide coverage for second opinions. H.R.283: To amend the Public Health Service Act, the Employee Retirement Income Security Act of 1974, and the Internal Revenue Code of 1986 to require that group and individual health insurance coverage and group health plans permit enrollees direct access to services of obstetrical and gynecological physician services directly and without a referral. H.R.324: To increase the minimum wage, to provide access to health care coverage to employees of small businesses, and to preserve American jobs. H.R.506: To provide for innovation in health care through State initiatives that expand coverage and access. H.R.636: To amend the Internal Revenue Code of 1986 to improve health care choice by providing for the tax deductibility of medical expenses by individuals. H.R.676: To provide for comprehensive health insurance coverage for all United States residents, and for other purposes. H.R.914: To amend the Internal Revenue Code of 1986 to allow individuals a refundable credit against income tax for the purchase of private health insurance, and for other purposes. H.R.971: To ensure and foster continued patient safety and quality of care by making the antitrust laws apply to negotiations between groups of independent pharmacies and health plans and health insurance issuers (including health plans under parts C and D of the Medicare Program) in the same manner as such laws apply to protected activities under the National Labor Relations Act. H.R.979: To amend title I of the Employee Retirement Income Security Act of 1974, title XXVII of the Public Health Service Act, and the Internal Revenue Code of 1986 to protect consumers in managed care plans and other health coverage. H.R.1076: To promote health care coverage parity for individuals participating in legal recreational activities or legal transportation activities. H.R.1368: To establish a program to provide financial incentives to encourage the adoption and use of interactive personal health records. H.R.1424: To amend section 712 of the Employee Retirement Income Security Act of 1974, section 2705 of the Public Health Service Act, and section 9812 of the Internal Revenue Code of 1986 to require equity in the provision of mental health and substance-related disorder benefits under group health plans. H.R.1535: To amend titles XIX and XXI of the Social Security Act to ensure that every child in the United States has access to affordable, quality health insurance coverage, and for other purposes. H.R.1666: To amend title XIX of the Social Security Act to provide for increased price transparency of hospital information and to provide for additional research on consumer information on charges and out-of-pocket costs. H.R.1669: To amend the Public Health Service Act to provide for integration of mental health services and mental health treatment outreach teams, and for other purposes. H.R.1802: To amend the Internal Revenue Code of 1986 to provide a refundable tax credit to small businesses for the costs of qualified health insurance. H.R.1820: To amend the Internal Revenue Code of 1986 to extend the exclusion from gross income for employer-provided health coverage for employees' spouses and dependent children to coverage provided to other eligible designated beneficiaries of employees. H.R.1841: To amend the Social Security Act and the Internal Revenue Code of 1986 to provide for an AmeriCare that assures the provision of health insurance coverage to all residents, and for other purposes. H.R. 2034, to provide quality, affordable health care for all Americans. H.R. 2132: to amend the Public Health Service Act to establish a small business health benefits program. H.R. 2302: to amend the Internal Revenue Code of 1986 to allow a deduction for premiums for high deductible health plans required with respect to health savings accounts. H.R. 2633: to improve the health of Americans and reduce health care costs by reorienting the nation's health care system toward prevention, wellness, and self care. H.R. 2626: to provide for incentives to encourage health insurance coverage, and for other purposes. H.R. 2737: to amend the Internal Revenue Code of 1986 to allow previously uninsured individuals a refundable credit for health insurance costs and to provide tax incentives to encourage small business health plans. H.R. 2842: To amend title I of the Employee Retirement Income Security Act of 1974, title XXVII of the Public Health Service Act, and the Internal Revenue Code of 1986 to prohibit preexisting condition exclusions for children in group health plans and health insurance coverage in the group and individual markets. H.R. 2892: to amend the Public Health Service Act, the Employee Retirement Income Security Act of 1974, chapter 89 of title 5, U.S. Code, and title 10, U.S. Code, to require coverage for the treatment of infertility. H.R.1111: To amend titles XIX and XXI of the Social Security Act to ensure that every uninsured child in America has health insurance coverage, and for other purposes. H.R.1367: To amend section 712 of the Employee Retirement Income Security Act of 1974, section 2705 of the Public Health Service Act, and section 9812 of the Internal Revenue Code of 1986 to require equity in the provision of mental health and substance-related disorder benefits under group health plans. S.46: A bill to amend the Internal Revenue Code of 1986 to expand the permissible use of health savings accounts to include premiums for non-group high deductible health plan coverage. S.95: A bill to amend titles XIX and XXI of the Social Security Act to ensure that every uninsured child in America has health insurance coverage, and for other purposes. S.99: A bill to amend the Internal Revenue Code of 1986 to provide a refundable credit for small business employee health insurance expenses. S.158: A bill to expand access to affordable health care and to strengthen the health care safety net and make health care services more available in rural and underserved areas. S.244: A bill to improve women's access to health care services and provide improved medical care by reducing the excessive burden the liability system places on the delivery of obstetrical and gynecological services. S.325: A bill to provide for innovation in health care through State initiatives that expand coverage and access and improve quality and efficiency in the health care system. S.334: A bill to provide affordable, guaranteed private health coverage that will make Americans healthier and can never be taken away. S.397: A bill to amend the Internal Revenue Code of 1986 to allow individuals a refundable credit against income tax for the purchase of private health insurance, and for other purposes. S.400: A bill to amend the Employee Retirement Income Security Act of 1974 and the Internal Revenue Code of 1986 to ensure that dependent students who take a medically necessary leave of absence do not lose health insurance coverage, and for other purposes. S.459: A bill to require that health plans provide coverage for a minimum hospital stay for mastectomies, lumpectomies, and lymph node dissection for the treatment of breast cancer and coverage for secondary consultations. S.558: A bill to provide parity between health insurance coverage of mental health benefits and benefits for medical and surgical services. S.616: A bill to promote health care coverage parity for individuals participating in legal recreational activities or legal transportation activities. S.651: A bill to help promote the national recommendation of physical activity to kids, families, and communities across the United States. S.655: A bill to amend the Congressional Charter of The American National Red Cross to modernize its governance structure, to enhance the ability of the board of governors of The American National Red Cross to support the critical mission of The American Red Cross in the 21st century, and for other purposes. S.733: A bill to promote the development of health care cooperatives that will help businesses to pool the health care purchasing power of employers, and for other purposes. S.895: A bill to amend titles XIX and XXI of the Social Security Act to ensure that every child in the United States has access to affordable, quality health insurance coverage, and for other purposes. S.982: A bill to amend the Public Health Service Act to provide for integration of mental health services and mental health treatment outreach teams, and for other purposes. S.1019: A bill to provide comprehensive reform of the health care system of the United States, and for other purposes. S.1050: A bill to amend the Rehabilitation Act of 1973 and the Public Health Service Act to set standards for medical diagnostic equipment and to establish a program for promoting good health, disease prevention, and wellness and for the prevention of secondary conditions for individuals with disabilities, and for other purposes. S. 1198: to determine successful methods to provide protection from catastrophic health expenses for individuals who have exceeded health insurance lifetime limits, to provide catastrophic health insurance coverage for uninsured individuals, and for other purposes. S. 1218: to provide quality, affordable health care for all Americans. S. 1298: to amend the Social Security Act to establish a federal reinsurance program for catastrophic health care costs. S.1342: A bill to improve the health of Americans and reduce health care costs by reorienting the Nation's health care system toward prevention, wellness, and self care. S.1693: A bill to enhance the adoption of a nationwide interoperable health information technology system and to improve the quality and reduce the costs of health care in the United States.

Client expense: $895,459 · Firm income: Not reported

Government targets: Commerce, Dept of (DOC), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), Labor, Dept of (DOL), SENATE

S. 334: Healthy Americans Act - Entire bill S. 397: Tax Equity and Affordability Act of 2007 - Entire bill S. 498: Rural Medicare Equity Act of 2007 - Entire bill S. 1342: HeLP America Act - Entire bill S. 1605: Craig Thomas Rural Hospital and Provider Equity Act of 2007- Entire bill S. 1710: Departments of Labor, Health and Human Services, and Education, and Related Agencies Appropriations Act, 2008 - Entire bill H.R.4: Medicare Prescription Drug Price Negotiation Act of 2007 - Entire bill H.R.15: National Health Insurance Act - Entire bill H.R.118: To amend part D of title XVIII of the Social Security Act to authorize the Secretary of Health and Human Services to negotiate prices for part D covered drugs for Medicare beneficiaries. - Entire bill H.R.205: Medicare Prescription Drug Enrollment Extension Act of 2007 - Entire bill H.R.298: Flexible Spending Accounts Growth and Opportunities Act of 2007 - Entire bill HR 914: Tax Equity and Affordability Act of 2007 - Entire bill H.R. 1651: Rural Health Quality Advisory Commission Act of 2007 - Entire bill HR 2056: Medicare Part D Improvement Act of 2007 - Entire bill HR 2633: HeLP America Act (Introduced in House) - Entire bill HR 2860: Health Care Access and Rural Equity (H-CARE) Act of 2007 - Entire bill HR 3014: Health Equity and Accountability Act of 2007 - Entire bill H.R. 3043: Department of Health and Human Services Appropriations Act, 2008 - Entire bill HR 3163: Healthy Americans Act - Entire bill S. 3 - Medicare Prescription Drug Price Negotiation Act of 2007. - Entire bill S. 158 - Access to Affordable Health Care Act. - Entire bill S. 273 - Prescription Drug and Health Improvement Act of 2007. - Entire bill S. 290 - Rural Physicians Relief Act of 2007. - Entire bill

Client expense: $1,950,959 · Firm income: Not reported

Government targets: Agriculture, Dept of (USDA), Army, Dept of (Corps of Engineers), Council on Environmental Quality (CEQ), Energy, Dept of, Environmental Protection Agency (EPA), Federal Energy Regulatory Commission (FERC), Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Interior, Dept of (DOI), Internal Revenue Service (IRS), Justice, Dept of (DOJ), Labor, Dept of (DOL), Office of Management & Budget (OMB), Pension & Welfare Benefits Administration, Pension Benefit Guaranty Corporation (PBGC), SENATE, Transportation, Dept of (DOT), Treasury, Dept of, White House Office

H.R. 676 - “United States Health Insurance Act (or the Expanded and Improved Medical for All Act)” - To provide for comprehensive health insurance coverage for all United States residents, and for other purposes. H.R. 853 - “Wellness and Prevention Act of 2007” - To promote preventative health care for Americans. S. 158 - “Access to Affordable Health Care Act” - A bill to expand access to affordable health care and to strengthen the health care safety net and make health care services more available in rural and underserved areas. S. 334 - “Healthy Americans Act” - A bill to provide affordable, guaranteed private health coverage that will make Americans healthier and can never be taken away. S. 685 - “Reform Health Care Now Act” - A bill to establish an expedited procedure for congressional consideration of health care reform legislation. S. 733 - “Promoting Health Care Purchasing Cooperatives Act” - A bill to promote the development of health care cooperatives that will help businesses to pool the health care purchasing power of employers, and for other purposes. H.R. 241 - To amend title I of the Employee Retirement Income Security Act of 1974 to improve access and choice for entrepreneurs with small businesses with respect to medical care for their employees.” H.R. 1200 - “American Health Security Act of 2007” - To provide for health care for every American and to control the cost and enhance the quality of the health care system.

Client expense: $6,300,000 · Firm income: Not reported

Government targets: Army, Dept of (Corps of Engineers), Commerce, Dept of (DOC), Education, Dept of, Environmental Protection Agency (EPA), Federal Communications Commission (FCC), Federal Deposit Insurance Corporation (FDIC), Federal Emergency Management Agency (FEMA), Federal Housing Finance Agency (FHFA), Federal Reserve System, Federal Trade Commission (FTC), HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Housing & Urban Development, Dept of (HUD), Interior, Dept of (DOI), Internal Revenue Service (IRS), Office of Natl Drug Control Policy (NDCP), Office of Thrift Supervision (OTS), Office of the Comptroller of the Currency (OCC), SENATE, Small Business Administration (SBA)

S. 504 - Long Term Care Trust Accounts Act S. 555 - Simple Cafeteria Plan Act H.R. 914 - Tax Equity and Affordability Act S. 897 - Alzheimer’s Family Assistance Act H.R. 1807 - Alzheimer’s Family Assistance Act H.R. (Concurrent Resolution) 133 - Supporting the Goals of the Long Term Care Awareness Week H.R. 2205/ S 1010 - Tax Incentive for Non Qualified Annuities H.R. 2 - Fair Minimum Wage Act H.R. 1591 - US Troop Readiness, Verterans Health, and Iraq Accountability Act H.R. 976 - Small Business Tax Relief Act S. 1288 - Women's Retirement Act of 2007 S. 3952 - Automatic IRA Act of 2007 H.R.3361 -To make technical corrections related to the Pension Protection Act of 2006. S.1974- the Pension Protection Technical Corrections Act of 2007 H.R. 3185, the 401(k) Fair Disclosure for Retirement Security Act of 2007 HR 46 - Small Business Tax Fairness and Simplification Act S 158 - Access to Affordable Health Care Act S 344 - Healthy Americans Act HR 676 - US National Health Insurance Act

Client expense: $5,376,407 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, Homeland Security, Dept of (DHS), Labor, Dept of (DOL), SENATE, Treasury, Dept of

H.R. 1688 All Healthy Children Act of 2007 S. 325 Health Partnership Act H.R. 15 National Health Insurance Act S. 1169 State Based Health Reform Act S. 1564 All Healthy Children Act of 2007 H.R. 1329 Guaranteed Access for SCHIP’s Target Population Act of 2007 S. 1221 Countdown to Coverage Act of 2007 H.R. 2639 Promoting Health for Future Generations Act of 2007 S. 273 Prescription Drug and Health Improvement Act of 2007 H.R. 2971 Health Care Accountability Act S. 1102 Part D Equity for Low Income Seniors Act of 2007 S. 1753 Health Workforce Act of 2007 S. 1455 National Health Information Technology and Privacy Advancement Act of 2007 S. 1218 Medicare for All Act H.R. 2034 Medicare for All Act S. 895 Children’s Health First Act H.R. 2995 Small Business Liability Reform Act of 2007 H.R. 1012 Small Business Growth Act of 2007 H.R. 1542 Healthy Families Act H.R. 1626 Family Health Care Accessibility Act of 2007 S. 733 Promoting Health Care Purchasing Cooperatives Act H.R. 2351 HealthCARE Act 2007 S. 40 National Insurance Act of 2007 H.R. 493 Genetic Information Nondiscrimination Act of 2007 S. 359 Genetic Information Nondiscrimination Act of 2007 H.R. 677 The Nursing School Capacity Act of 2007 S. 446 Nurse Education, Expansion, and Development Act 0f 2007 H.R. 772 Nurse Education, Expansion, and Development Act 0f 2007 S. 605 Allied Health Reinvestment Act S. 620 Community – Based Health Care Retraining Act H.R. 1279 Direct Support Professionals Fairness and Security Act of 2007 H.R. 1134 Physical Therapist Student Loan Repayment Eligibility Act of 2007 S. 718 Patient – Focused Critical Care Enhancement Act H.R. 1884 National Health Service Corps Improvement Act of 2007 Act H.R. 410 United States Physician Shortage Elimination Act S.224 Standards to Provide Educational Achievement for All Kids H.R. 325 Standards to Provide Educational Achievement for All Kids H.R. 2497 Fair and Reliable Medical Justice Act S. 1481 Fair and Reliable Medical Justice Act H.R. 1174 Healthy Hospitals Act of 2007 H.R. 378 Nurse and Patient Safety and Protection Act of 2007 H.R. 2123 Nurse Staff and Standards for Patient Safety and Quality Care Act of 2007 S. 628 Critical Access to Health Information Technology Act of 2007 S. 1408 Health Information Technology Act of 2007 S. 1577 Patient Safety and Abuse Prevention Act of 2007 S. 1693 Wired for Health Care Quality Act H.R. 2723 Children’s Healthcare Quality Act S. 1226 Children’s Healthcare Quality Act H.R. 1952 National Health Information Incentive Act of 2007 H. R. 2580 Help Efficient, Accessible, Low cost, Timely Healthcare (HEALTH) Act of 2007 S. 1364 Healthy Kids Act of 2007 S. 484 Enhancing Drug Safety and Innovation Act of 2007 H.R. 1561 Enhancing Drug Safety and Innovation Act of 2007 S. 1082 Prescription Drug User Fee Amendments of 2007 H.R. 3014 Health Equity and Accountability Act of 2007 H.R. 1165 SAFE Drug Act S. 1023 “To amend Title XXI of the Social Security Act […]” S. 554 Act for our Kids H.R. 1200 American Health Security Act of 2007 H.R. 15 National Health Insurance Act S. 1224 Children’s Health Insurance Program (CHIP) Reauthorization Act of 2007 H.R. 1368 Personalized Health Information Act of 2007 H.R. 676 United States National Health Insurance Act H.R. 1459 “To improve Medicare beneficiary access […]” H.R. 2737 Health Care Relief Act of 2007 S. 1714 Small Business Children’s Health Education Act of 2007 S. 1198 HealthCARE Act of 2007 H.R. 1802 Keeping Small Business Healthy Act of 2007 H.R. 2626 Comprehensive HealthCARE Act of 2007 H.R. 2842 Children’s Health Protection Act of 2007 S. 95 Kids Come First Act of 2007 H.R. 1111 Kids Come First Act of 2007 H.R. 493 Genetic Information Non-Discrimination Act of 2007 H.R. 2948 Increased Access to Health Insurance Act of 2007 S. 158 Access to Affordable Health Care Act S. 358 Genetic Information Non-Discrimination Act of 2007 H.R. 1012 Small Business Growth Act of 2007 H.R. 2147 Health Kids Act of 2007 S. 1298 Healthy Businesses, Healthy Workers Reinsurance Act of 2007 S. 21 Prevention First Act H.R. 819 Prevention First Act H.R. 593 Children’s Health Insurance Promotion Act of 2007 H.R. 1666 Health Care Price Transparency Promotion Act of 2007 H.R. 2302 Health Insurance Affordability Act of 2007 H.R. 2359 SBA Entrepreneurial Development Programs Act of 2007 H.R. 2357 MediKids Health Insurance Act of 2007 S. 401 Keep Children Covered Act of 2007 S. 2512 Reducing Coverage Gaps for Kids Act of 2007 H.R. 2055 Improving Children’s Access to Health Care Act of 2007 S. 1213 Children’s Express Lane to Heath Coverage Act of 2007 S. 334 Healthy Americans Act S. 1019 Universal Healthcare Choice and Access Act H.R. 1535 Children's Health First Act S. 895 Children's Health First Act

Client expense: $460,000 · Firm income: Not reported

Government targets: HOUSE OF REPRESENTATIVES, SENATE

Implementation of HR 6111, Tax Relief and Health Care Act of 2006 CMS proposed 2008 regulations on hospital outpatient payment system Implementation of Medicare Modernization Act of 2003, provisions dealing with the reimbursement of brachytherapy HR 3162, The Children's Health and Medicare Protection Act of 2007, provisions dealing with payment of brachytherapy sources. S. 158, Access to Affordable Health Care Act

Client expense: Not reported · Firm income: $50,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S.158 and HR 1321, provisions affecting Medicare payments for medical imaging procedures and accreditation requirements for billing Medicare. Implementation of the Medicare Modernization Act of 2003 Medicare reimbursement self referral regulations governing Medicare standards for medical imaging Implementation of S. 1932, Deficit Reduction Act of 2005 and HR 6111, Tax Relief and Healthcare Act of 2006

Client expense: Not reported · Firm income: $80,000

Government targets: Centers For Medicare and Medicaid Services (CMS), HOUSE OF REPRESENTATIVES, Health & Human Services, Dept of (HHS), SENATE

HR 1666 Health Care Price Transparency Promotion Act of 2007 HR 1902 Protecting Consumer Access to Generic Drugs Act of HR 1952 National Health Information Incentive Act of 2007 HR 1956 Patient Protection and Innovative Biologic Medicines Act of 2007 HR 2273 Food and Drug Administration Improvement Act of 2007 HR 2592 Safe and Effective Drug Development Act of 2007 HR 2626 Comprehensive HealthCARE Act of 2007 HR 2900 Food and Drug Administration Amendments Act of 2007 S 28 Generics First Act of 2007 S 158 Access to Affordable Health Care Act S 242 Pharmaceutical Market Access and Drug Safety Act of 2007 S 251 Pharmaceutical Market Access Act of 2007 S 273 Prescription Drug and Health Improvement Act of 2007 S 316 Preserve Access to Affordable Generics Act S 468 Food and Drug Administration Safety Act of 2007 S 976 Genomics and Personalized Medicine Act of 2007 S 1082 Prescription Drug User Fee Amendments of 2007 S 1408 Health Information Technology Act of 2007 S 1505 Affordable Biologics for Consumers Act S 1695 Biologics Price Competition and Innovation Act of 2007 S 628 Critical Access to Health Information Technology Act of 2007 HR 788 Food and Drug Administration Safety Act of 2007 HR 1368 Personalized Health Information Act of 2007 HR 1432 Preserve Access to Affordable Generics Act

Client expense: Not reported · Firm income: $105,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE

S. 895 Children’s Health First Act S. 628 Critical Access to Health Information Technology Act of 2007 S. 1408 Health Information Technology Act of 2007 S. 1577 Patient Safety and Abuse Prevention Act of 2007 S. 1693 Wired for Health Care Quality Act H.R. 2723 Children’s Health Care Quality Act S. 1226 Children’s Health Care Quality Act S. 1364 Healthy Kids Act of 2007 S. 1082 Prescription Drug User Fee Amendments of 2007 H.R. 1368 Personalized Health Information Act of 2007 S. 1714 Small Business Children’s Health Education Act of 2007 H.R. 2132 Small Business Health Plans Act of 2007 S. 158 Access to Affordable Health Care Act H.R. 2147 Health Kids Act of 2007 S. 401 Keep Children Covered Act of 2007 S. 1753 Health Workforce Act of 2007 S. 1455 National Health Information Technology and Privacy Advancement Act of 2007 S. 334 Healthy Americans Act S. 1019 Universal Healthcare Choice and Access Act H.R. 1535 Children’s Health First Act

Client expense: Not reported · Firm income: $90,000

Government targets: HOUSE OF REPRESENTATIVES, SENATE