• H.R. 2609 - To establish an Office of Insurance Information in the Department of the Treasury. H.R. 3795 - To enact the Over-the-Counter Derivatives Markets Act of 2009. H.R. 4173 - To provide for financial regulatory reform, to protect consumers and investors, to enhance Federal understanding of insurance issues, to regulate the over-the-counter derivatives markets, and for other purposes.
• S. 722 - A bill to amend the Internal Revenue Code of 1986 to provide for permanent alternative minimum tax relief, middle class tax relief, and estate tax relief, and to permanently extend certain expiring provisions, and for other purposes. H.R. 3905 - To amend the Internal Revenue Code of 1986 to repeal the 1-year termination of the estate tax, to increase the estate and gift tax unified credit, and to coordinate a reduction in the maximum rate of tax with a phaseout of the deduction for State death taxes. H.R. 4154 - To amend the Internal Revenue Code of 1986 to repeal the new carryover basis rules in order to prevent tax increases and the imposition of compliance burdens on many more estates than would benefit from repeal, to retain the estate tax with a $3,500,000 exemption, to reinstitute and update the Pay-As-You-Go requirement of budget neutrality on new tax and mandatory spending legislation, enforced by the threat of annual, automatic sequestration, and for other purposes. H.R. 4213 - To amend the Internal Revenue Code of 1986 to extend certain expiring provisions, and for other purposes.
• H.R. 200 - To amend title 11 of the United States Code with respect to modification of certain mortgages on principal residences, and for other purposes. H.R. 1106 - To prevent mortgage foreclosures and enhance mortgage credit availability. S. 896 - A bill to prevent mortgage foreclosures and enhance mortgage credit availability.
• H.R. 2748 - To amend the Internal Revenue Code of 1986 to encourage guaranteed lifetime income payments by excluding from income a portion of such payments. S. 1389 - A bill to clarify the exemption for certain annuity contracts and insurance policies from Federal regulation under the Securities Act of 1933. H.R. 1984 - To amend title I of the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans. H.R. 1988 - To amend title I of the Employee Retirement Income Security Act of 1974 to provide for independent investment advice for participants and beneficiaries under individual account plans. H.R. 2989 - To amend the Employee Retirement Income Security Act of 1974 to provide special reporting and disclosure rules for individual account plans and to provide a minimum investment option requirement for such plans, to amend such Act to provide for independent investment advice for participants and beneficiaries under individual account plans, and to amend such Act and the Internal Revenue Code of 1986 to provide transitional relief under certain pension funding rules added by the Pension Protection Act of 2006. H.R. 2779 - To amend the Internal Revenue Code of 1986 to provide transparency with respect to fees and expenses charged to participant-directed defined contribution plans, and to improve participant communication. S. 697 - A bill to amend the Public Health Service Act to help individuals with functional impairments and their families pay for services and supports that they need to maximize their functionality and independence and have choices about community participation, education, and employment, and for other purposes. H.R. 1721 - To amend the Public Health Service Act to help individuals with functional impairments and their families pay for services and supports that they need to maximize their functionality and independence and have choices about community participation, education, and employment, and for other purposes. H.R. 2733 - To clarify the exemption for certain annuity contracts and insurance policies from Federal regulation under the Securities Act of 1933.
• H.R. 3200 - To provide affordable, quality health care for all Americans and reduce the growth in health care spending, and for other purposes - all provisions addressing the CLASS Act.. S. 1679 - An original bill to make quality, affordable health care available to all Americans, reduce costs, improve health care quality, enhance disease prevention, and strengthen the health care workforce - all provisions addressing the CLASS Act.H.R. 3962 - To provide affordable, quality health care for all Americans and reduce the growth in health care spending, and for other purposes. H.R. 3590 - An act entitled The Patient Protection and Affordable Care Act. S. 1796 - An original bill to provide affordable, quality health care for all Americans and reduce the growth in health care spending, and for other purposes. S. 1679 - An original bill to make quality, affordable health care available to all Americans, reduce costs, improve health care quality, enhance disease prevention, and strengthen the health care workforce.
• H.R. 2221 - To protect consumers by requiring reasonable security policies and procedures to protect computerized data containing personal information, and to provide for nationwide notice in the event of a security breach.

Duration: November 1, 2007 to December 31, 2009

General Issues: Banking, Taxation/Internal Revenue Code, Bankruptcy, Retirement, Health Issues, Consumer Issues/Safety/Protection, Budget/Appropriations, Insurance, Financial Institutions/Investments/Securities, Labor Issues/Antitrust/Workplace, Trade (Domestic & Foreign), Housing

Spending: about $750,000 (But it's complicated. Here's why.)

It can be tricky to figure out how much an organization spent on a particular lobbying engagement. The law only requires lobbyists to report the amount they were paid for federal lobbying each quarter rounded to the nearest $10,000—and if it's less than $3,000 in a given quarter (or less than $13,000 for organizations with in-house lobbyists), they don't have to disclose it at all. Plus, some organizations include spending that doesn’t belong in the report—for instance, money spent lobbying state governments or other legal work.

Agencies lobbied since 2007: House of Representatives,, U.S. Senate, House of Representatives, Y Y, Y