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How to read the money
Income and expense are whole-filing amounts associated with this lobbyist, not personal compensation or an allocated share.
No topic inference: each bill number appears in source LDA issue text assigned to this lobbyist.
Survivor Benefits Application Modernization Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Issues relating to increasing access to and awareness of Social Security survivor benefits for bereaved children, including H.R 10428, Survivor Benefits Application Modernization Act, all provisions. Issues related to proposals to clarify (i) the non-fiduciary status of insurance companies in the administration of insurance contracts issued to ERISA retirement plans, and (ii) the non-ERISA status of insurance company general account assets that support these contracts.
Specific issues are shown only where the LDA source assigned them to this lobbyist. Targets apply to the associated filing.
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2026 · third_quarter · Q3
Issues related to the tax treatment of life insurance products and companies. H.R. 2082, Well-Being Insurance for Seniors to be at Home Act, all provisions. H.R. 6324 and S. 5156, Retirement Simplification and Clarity Act, all provisions.
Issues relating to increasing access to and awareness of Social Security survivor benefits for bereaved children, including H.R 10428, Survivor Benefits Application Modernization Act, all provisions. Issues related to proposals to clarify (i) the non-fiduciary status of insurance companies in the administration of insurance contracts issued to ERISA retirement plans, and (ii) the non-ERISA status of insurance company general account assets that support these contracts.
Source: Senate LDA
Issues related to the tax treatment of life insurance products and companies. H.R. 2082, Well-Being Insurance for Seniors to be at Home Act, all provisions. H.R. 6324, Retirement Simplification and Clarity Act, all provisions.
Issues related to the tax treatment of life insurance products and companies. H.R. 2082, Well-Being Insurance for Seniors to be at Home Act, all provisions. H.R. 6324 and S. 5156, Retirement Simplification and Clarity Act, all provisions.
Issues related to the tax treatment of life insurance products and companies. H.R. 2082, Well-Being Insurance for Seniors to be at Home Act, all provisions. H.R. 6324, Retirement Simplification and Clarity Act, all provisions.
Retirement Simplification and Clarity Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Issues related to the tax treatment of life insurance products and companies. H.R. 2082, Well-Being Insurance for Seniors to be at Home Act, all provisions. H.R. 6324, Retirement Simplification and Clarity Act, all provisions.
Retirement Simplification and Clarity Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Issues related to the tax treatment of life insurance products and companies. H.R. 2082, Well-Being Insurance for Seniors to be at Home Act, all provisions. H.R. 6324 and S. 5156, Retirement Simplification and Clarity Act, all provisions.
Retirement Simplification and Clarity Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Issues related to the tax treatment of life insurance products and companies. H.R. 2082, Well-Being Insurance for Seniors to be at Home Act, all provisions. H.R. 6324, Retirement Simplification and Clarity Act, all provisions.
Retirement Simplification and Clarity Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Issues related to the tax treatment of life insurance products and companies. H.R. 2082, Well-Being Insurance for Seniors to be at Home Act, all provisions. H.R. 6324 and S. 5156, Retirement Simplification and Clarity Act, all provisions.
Issues related to the tax treatment of life insurance products and companies. H.R. 2082, Well-Being Insurance for Seniors to be at Home Act, all provisions. H.R. 6324, Retirement Simplification and Clarity Act, all provisions.
Retirement Simplification and Clarity Act
Client: NEW YORK LIFE INSURANCE COMPANY · Firm: NEW YORK LIFE INSURANCE COMPANY
Issues related to the tax treatment of life insurance products and companies. H.R. 2082, Well-Being Insurance for Seniors to be at Home Act, all provisions. H.R. 6324, Retirement Simplification and Clarity Act, all provisions.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2026 · second_quarter · Q2
Issues relating to increasing access to and awareness of Social Security survivor benefits for bereaved children. Issues related to proposals to clarify (i) the non-fiduciary status of insurance companies in the administration of insurance contracts issued to ERISA retirement plans, and (ii) the non-ERISA status of insurance company general account assets that support these contracts.
Issues related to the tax treatment of life insurance products and companies. H.R. 2082, Well-Being Insurance for Seniors to be at Home Act, all provisions. H.R. 6324, Retirement Simplification and Clarity Act, all provisions.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, Treasury, Dept of
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2026 · first_quarter · Q1
Issues related to the tax treatment of life insurance products and companies. H.R. 2082, Well-Being Insurance for Seniors to be at Home Act, all provisions. H.R. 6324, Retirement Simplification and Clarity Act, all provisions.
Issues relating to increasing access to and awareness of Social Security survivor benefits for bereaved children. Issues related to proposals to clarify (i) the non-fiduciary status of insurance companies in the administration of insurance contracts issued to ERISA retirement plans, and (ii) the non-ERISA status of insurance company general account assets that support these contracts.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE
NEW YORK LIFE INSURANCE COMPANY via NEW YORK LIFE INSURANCE COMPANY
2025 · fourth_quarter · Q4
Issues related to the tax treatment of life insurance products and companies. H.R. 2082, Well-Being Insurance for Seniors to be at Home Act, all provisions. H.R. 6324, Retirement Simplification and Clarity Act, all provisions.
Issues related to proposals to clarify (i) the non-fiduciary status of insurance companies in the administration of insurance contracts issued to ERISA retirement plans, and (ii) the non-ERISA status of insurance company general account assets that support these contracts.
Filing targets: HOUSE OF REPRESENTATIVES, SENATE, U.S. Trade Representative (USTR)