id,filing_uuid,filing_type,registrant_name,registrant_id,client_name,filing_year,filing_period,issue_code,specific_issues,government_entities,income_amount,expense_amount,is_no_activity,is_termination,received_date 102772,dc52d14b-661b-47c4-80da-edc02251f19f,YY,NATIONWIDE MUTUAL INSURANCE COMPANY,26411,NATIONWIDE MUTUAL INSURANCE COMPANY,2001,year_end,RET,,"HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",,,0,0,2001-02-13T00:00:00-05:00 126454,47cc40df-56a0-4723-b1d0-f6c833119457,YY,AMERICANS FOR TAX REFORM,3801,AMERICANS FOR TAX REFORM,2001,year_end,RET,"S 697, HR 1140","Agriculture, Dept of (USDA),Bureau of Economic Analysis,Commerce, Dept of (DOC),Council of Economic Advisers (CEA),Economic Development Administration,HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),Natl Economic Council (NEC),President of the U.S.,SENATE,Treasury, Dept of,U.S. Trade & Development Agency (USTDA),U.S. Trade Representative (USTR),Vice President of the U.S.,White House Office",,400000,0,0,2001-12-26T00:00:00-05:00 126741,5863c951-817b-49fb-9132-667b095b9e81,YY,INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS,19822,INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS,2001,year_end,RET,"IBEW urged passage of Railroad Retirement Reform (H.R. 1140/H.R. 10) to benefit rail workers' to include the following: * Surviving-spouse benefits will be boosted by an average of $300 monthly. * Reduces the retirement age from 62 to 60 for railroaders with at least 30 years of service to retire with unreduced retirement benefits, effective Jan. 1, 2002. Continued health coverage will be provided by railroads until the retired worker reaches age 65 and is eligible for Medicare. * Younger workers will receive full vesting in Railroad Retirement after five years of railroad employment rather than the existing 10 years. * Railroads must ensure the future solvency of the pension fund by absorbing any necessary future payroll tax increases.","HOUSE OF REPRESENTATIVES,SENATE",,200000,0,0,2002-01-16T00:00:00-05:00 126918,792c8165-02a4-4906-b937-7b65fbece8b8,YY,TREA SENIOR CITIZENS LEAGUE,38426,TREA SENIOR CITIZENS LEAGUE,2001,year_end,RET,,"HOUSE OF REPRESENTATIVES,SENATE",,70000,0,0,2002-01-23T00:00:00-05:00 127290,26c3749b-5b6b-4e87-9fc4-19f9464d9ea5,YY,HP INC.,18158,HP INC,2001,year_end,RET,,"Federal Reserve System,HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of,White House Office",,200000,0,0,2002-01-29T00:00:00-05:00 127469,5184a42f-5c04-4b01-99e2-7abfca43bae2,YY,NAVAL RESERVE ASSOCIATION,47405,NAVAL RESERVE ASSOCIATION,2001,year_end,RET,"Military Retiree benefit issues including cost of living adjustments, healthcare issues, and burial access to Arlington Cemetery.","Defense, Dept of (DOD),HOUSE OF REPRESENTATIVES,Navy, Dept of,Office of the Secretary of Defense,SENATE",,20000,0,0,2002-01-31T00:00:00-05:00 127521,ec3b22ec-eaa7-4af9-a55e-2a0a4c1e507e,YY,AMERICAN ASSOCIATION FOR JUSTICE,4733,AMERICAN ASSOCIATION FOR JUSTICE,2001,year_end,RET,,"HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),SENATE",,1100000,0,0,2002-01-31T00:00:00-05:00 127544,f50ad883-d1f6-4af5-ab8a-d41842df0079,YY,"7-ELEVEN, INC",36220,7-ELEVEN INC,2001,year_end,RET,TECHNICAL CORRECTIONS TO PENSION TITLE OF PUB. L. NO. 105-34,"HOUSE OF REPRESENTATIVES,SENATE",,60000,0,0,2002-02-01T00:00:00-05:00 127610,9719914d-8ae7-4f03-b9bc-2fef24f80d23,YY,"INTERNATIONAL MOTORS, LLC (FORMERLY NAVISTAR, INC.)",28891,"INTERNATIONAL MOTORS, LLC (FORMERLY NAVISTAR, INC)",2001,year_end,RET,,"Environmental Protection Agency (EPA),HOUSE OF REPRESENTATIVES,SENATE",,20000,0,0,2002-02-04T00:00:00-05:00 127696,bcbf3a94-0622-44e3-b3a3-c672a4262b8a,YY,JOHN T. O'ROURKE,29937,SECURITIES INDUSTRY ASSN,2001,year_end,RET,Issues relating to social security.,"HOUSE OF REPRESENTATIVES,SENATE",80000,,0,0,2002-02-05T00:00:00-05:00 127871,81f49730-f473-4b38-9580-a1c8709380e8,YY,GLOBAL DOMINION CORPORATION,20460,FEDERATION OF RESPONSIBLE CITIZENS FORMERLY AMERICAN FEDERATION OF SENIORCITIZEN,2001,year_end,RET,,"HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2002-02-06T00:00:00-05:00 127985,6177206d-25ff-4693-bb91-b36d194263fc,YY,"MURDOCH, WALRATH & HOLMES",26205,CALIFORNIA RETIRED TEACHERS ASSOCIATION,2001,year_end,RET,,"HOUSE OF REPRESENTATIVES,SENATE",0,,0,0,2002-02-06T00:00:00-05:00 128168,48c4ddc7-c42e-4c44-83e3-7e6c3134e4f9,YT,"PEARSON & PIPKIN, INC",30996,60 PLUS ASSN,2001,year_end,RET,,"HOUSE OF REPRESENTATIVES,SENATE",0,,0,0,2002-02-07T00:00:00-05:00 128407,4fc8616b-050d-452e-91c0-2d6b2befb04c,YY,FLEET RESERVE ASSOCIATION,14781,FLEET RESERVE ASSOCIATION,2001,year_end,RET,"H.R.303/S.170: To amend title 10, United States Code, to permit retired members of the Armed Forces who have a service-connected disability to receive both military retired pay by reason of their years of military service and disability compensation from the Department of Veterans Affairs for their disability.","Defense, Dept of (DOD),HOUSE OF REPRESENTATIVES,SENATE,Transportation, Dept of (DOT),U.S. Coast Guard (USCG),Veterans Affairs, Dept of (VA),White House Office",,80000,0,0,2002-02-08T00:00:00-05:00 128443,3c4a49b4-d4f4-4999-9165-7dc3b95aef49,YY,"NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC.",26980,"NATIONAL ASSOCIATION OF POLICE ORGANIZATIONS, INC.",2001,year_end,RET,,"HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),SENATE",,,0,0,2002-02-08T00:00:00-05:00 128477,e74af5c3-04dc-4581-b49e-adf06dbaa5b5,YY,CNA FINANCIAL CORPORATION,9580,CNA FINANCIAL CORPORATION,2001,year_end,RET,,"HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of",,,0,0,2002-02-08T00:00:00-05:00 128641,600b155f-da9e-4ca3-8fc8-4361465ab8f7,YY,COVINGTON & BURLING LLP,11195,ERISA INDUSTRY COMMITTEE,2001,year_end,RET,,"HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of",20000,,0,0,2002-02-08T00:00:00-05:00 128810,58c67829-3ca9-4d84-ba51-5d5918587781,YY,"JOLLY/RISSLER, INC.",20835,CNA FINANCIAL CORPORATION,2001,year_end,RET,,"Environmental Protection Agency (EPA),HOUSE OF REPRESENTATIVES,SENATE",140000,,0,0,2002-02-11T00:00:00-05:00 128834,48196e5d-d98f-4bd1-a072-03626962eb5d,YY,CREDIT SUISSE SECURITIES (USA),62596,CREDIT SUISSE SECURITIES (USA),2001,year_end,RET,ERISA amendments permitting investment advice.,"Commodity Futures Trading Commission (CFTC),Federal Deposit Insurance Corporation (FDIC),Federal Reserve System,HOUSE OF REPRESENTATIVES,Office of the Comptroller of the Currency (OCC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",,436860,0,0,2002-02-11T00:00:00-05:00 129050,54ad0fa7-7c26-45d8-ac72-550e7ddd6234,YY,HOGAN LOVELLS US LLP,18422,CALIFORNIA STATE TEACHERS' RETIREMENT SYSTEM,2001,year_end,RET,,"HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of",40000,,0,0,2002-02-11T00:00:00-05:00 129087,1d37140f-a4fc-4529-976d-c7e7b85b1d93,YY,HOGAN LOVELLS US LLP,18422,NESTLE USA INC,2001,year_end,RET,,"HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2002-02-11T00:00:00-05:00 129959,af483c0f-7485-4394-b929-5e8993c2410b,YY,"JOSEPH CARTER, JR.",8384,NORFOLK SOUTHERN CORPORATION,2001,year_end,RET,,"HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2002-02-12T00:00:00-05:00 130011,1141243b-df8f-46cb-b67a-a4bb34825a48,YY,NORFOLK SOUTHERN CORPORATION,29414,NORFOLK SOUTHERN CORPORATION,2001,year_end,RET,,"HOUSE OF REPRESENTATIVES,SENATE,Surface Transportation Board (STB),Transportation, Dept of (DOT)",,1300000,0,0,2002-02-12T00:00:00-05:00 130112,b6501b1f-25a1-4695-b7f9-7391c3f418cc,YY,"MCDONALD, JACK H.",24362,VERNER LIIPFERT BERNHARD MCPHERSON & HAND,2001,year_end,RET,,HOUSE OF REPRESENTATIVES,20000,,0,0,2002-02-13T00:00:00-05:00 130158,73d0a23d-35df-450a-afbe-99f3bb2083ca,YY,"AMERICAN FED OF GOVERNMENT EMPLOYEES, AFL-CIO",54302,AMERICAN FED OF GOVERNMENT EMPLOYEES AFL-CIO,2001,year_end,RET,,"Agriculture, Dept of (USDA),Air Force, Dept of,Army, Dept of (Other),Defense, Dept of (DOD),Government Accountability Office (GAO),HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),Navy, Dept of,Office of Management & Budget (OMB),Office of Personnel Management (OPM),Office of the Vice President of the United States,SENATE,Social Security Administration (SSA),White House Office",,390000,0,0,2002-02-13T00:00:00-05:00 130271,47f238b4-d89a-4b4a-a4f3-1a095bb10217,YY,ZURICH AMERICAN INSURANCE COMPANY (FKA ZURICH),42193,ZURICH AMERICAN INSURANCE COMPANY (FKA ZURICH),2001,year_end,RET,"H.R. 2269, The Retirement Security Advice Act of 2001, provisions relating to administration of retirement plans and ERISA modernization. H.R. 533 and S. 220, Bankruptcy Reform Act of 2001, provisions pertaining to financial institutions and personal retirement accounts. S. 1895, Independent Investors Advisers Act of 2002, requires investment advisers to make prominent public disclosures of ties with companies being analyzed by them.","HOUSE OF REPRESENTATIVES,SENATE",,740000,0,0,2002-02-13T00:00:00-05:00 130337,cf69b8ad-53b8-43ae-855d-51f65525980f,YY,VAN SCOYOC ASSOCIATES,39837,NATIONAL ASSOCIATION OF FOSTER GRANDPARENT PROGRAM DIRECTORS,2001,year_end,RET,,"Corporation for Natl & Community Service,HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2002-02-13T00:00:00-05:00 130548,8f6fdedc-7183-4ab9-8898-a96c8c16e55d,YY,COVINGTON & BURLING LLP,11195,WESTVACO,2001,year_end,RET,,,,,0,0,2002-02-13T00:00:00-05:00 130579,19cc82e8-98c9-4cd0-b790-ef884c48d179,YY,COVINGTON & BURLING LLP,11195,RETIREMENT INCOME COALITION,2001,year_end,RET,,"HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of",,,0,0,2002-02-13T00:00:00-05:00 130761,5738606b-4c31-4ab5-9b8d-96629fe9bc2f,YY,60 PLUS ASSOCIATION,41988,60 PLUS ASSOCIATION,2001,year_end,RET,,"HOUSE OF REPRESENTATIVES,SENATE",,467000,0,0,2002-02-13T00:00:00-05:00 131168,dc70ee26-309b-46a9-8ae7-f25f9fe089c9,YY,AMERICAN INST OF CHEMICAL ENGINEERS,2651,AMERICAN INST OF CHEMICAL ENGINEERS,2001,year_end,RET,,"Energy, Dept of,Environmental Protection Agency (EPA),Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of",40000,,0,0,2002-02-13T00:00:00-05:00 131221,b65be248-3211-4b34-aac0-c31eb3195447,YY,VERNER LIIPFERT BERNHARD MCPHERSON & HAND,39974,MERRILL LYNCH & CO,2001,year_end,RET,,"Commerce, Dept of (DOC),HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of",160000,,0,0,2002-02-13T00:00:00-05:00 131425,52c9d3a9-ac7f-4366-b350-7d57cea646f4,YY,UNITED SENIORS ASSN,39234,UNITED SENIORS ASSN,2001,year_end,RET,,"Energy, Dept of,Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of,White House Office",148919,,0,0,2002-02-13T00:00:00-05:00 131516,dc3aa1e3-f0bc-4f25-b3ec-d576a12c78b9,YY,METROPOLITAN LIFE INSURANCE CO,25022,METROPOLITAN LIFE INSURANCE CO,2001,year_end,RET,"H.R.2269 - Retirement Security Advice Act; and Lifetime Payment Proposal.","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE",700000,,0,0,2002-02-13T00:00:00-05:00 131637,13df653b-f56d-4cdf-b2fc-425f316a45b0,YT,"GROOM LAW GROUP, CHARTERED",17000,PRODUCTION SERVICE & SALES DISTRICT COUNCIL PENSION FUND,2001,year_end,RET,PBGC guarantees for multi-employer plans,,,,0,0,2002-02-13T00:00:00-05:00 131844,e7f1a165-4481-4015-9d24-f4421d5913f4,YY,WINSTON & STRAWN LLP,41682,NORFOLK SOUTHERN CORP,2001,year_end,RET,,"HOUSE OF REPRESENTATIVES,SENATE",60000,,0,0,2002-02-14T00:00:00-05:00 132051,e798337e-2aa5-4b56-901f-56fc5993b407,YY,VERNER LIIPFERT BERNHARD MCPHERSON & HAND,39974,INVESTMENT CO INST,2001,year_end,RET,,"HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of",160000,,0,0,2002-02-14T00:00:00-05:00 132133,f86df557-90d3-401e-a656-f3f730ee7fe6,YY,VAN SCOYOC ASSOCIATES,39837,ASSOCIATION OF AMERICAN RAILROADS,2001,year_end,RET,,"HOUSE OF REPRESENTATIVES,SENATE,Transportation, Dept of (DOT)",20000,,0,0,2002-02-14T00:00:00-05:00 132296,4abd95dc-9c8d-4d17-81e9-873edbcc1128,YY,AMERICAN BENEFITS COUNCIL,4675,AMERICAN BENEFITS COUNCIL,2001,year_end,RET,,"HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of",,80000,0,0,2002-02-14T00:00:00-05:00 132353,1d4df123-2181-46dd-afdb-1b6d837153c1,YY,"TIMMONS AND COMPANY, INC.",38164,UNION PACIFIC CORPORATION,2001,year_end,RET,,"Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,SENATE,Transportation, Dept of (DOT)",160000,,0,0,2002-02-14T00:00:00-05:00 132429,40070a99-8dfd-44c2-8f8a-997eec820a51,YY,"TIMMONS AND COMPANY, INC.",38164,AMERICAN COUNCIL OF LIFE INSURERS,2001,year_end,RET,,"Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of",160000,,0,0,2002-02-14T00:00:00-05:00 132591,f2c53bb0-d60f-4799-9982-c88c1212b2eb,YY,NATIONAL SOCIETY OF PROFESSIONAL ENGINEERS,28572,NATIONAL SOCIETY OF PROFESSIONAL ENGINEERS,2001,year_end,RET,,"Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,SENATE,Transportation, Dept of (DOT),White House Office",,360000,0,0,2002-02-14T00:00:00-05:00 132696,6617359a-2681-4ec1-946b-bc04a8f6e0ae,YY,VENABLE LLP,39941,STATE STREET BANK AND TRUST COMPANY,2001,year_end,RET,,"HOUSE OF REPRESENTATIVES,SENATE",80000,,0,0,2002-02-14T00:00:00-05:00 132853,1964a7fc-c12d-47a0-9296-024844f3e7cb,YT,"MERCURY PUBLIC AFFAIRS, LLC",70175,MPOWER,2001,year_end,RET,,"HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2002-02-14T00:00:00-05:00 133154,7249d4d7-b4e5-47d7-a048-712e791d7c65,YY,AMERICAN BAR ASSOCIATION,1808,AMERICAN BAR ASSOCIATION,2001,year_end,RET,,"Commerce, Dept of (DOC),Defense, Dept of (DOD),Environmental Protection Agency (EPA),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Justice, Dept of (DOJ),SENATE,Treasury, Dept of,White House Office",,540000,0,0,2002-02-14T00:00:00-05:00 133719,f7e1813e-2520-43e0-a114-20ce2bc30af2,YY,AMERICAN EXPRESS COMPANY,2274,AMERICAN EXPRESS COMPANY,2001,year_end,RET,,"Commerce, Dept of (DOC),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of,U.S. Trade Representative (USTR)",,720000,0,0,2002-02-14T00:00:00-05:00 133830,b1591f2e-812b-4158-993e-d5a6a3a39620,YY,UNITED SERVICES AUTOMOBILE ASSOCIATION,39245,UNITED SERVICES AUTOMOBILE ASSOCIATION,2001,year_end,RET,,"HOUSE OF REPRESENTATIVES,SENATE",,1740000,0,0,2002-02-14T00:00:00-05:00 133998,8fdaaae7-6fd2-4a15-a421-565812a8b19d,YY,THE CHUBB CORPORATION,9170,CHUBB CORPORATION,2001,year_end,RET,,"HOUSE OF REPRESENTATIVES,SENATE",,936000,0,0,2002-02-14T00:00:00-05:00 134021,c6679038-6553-4a98-8ffe-ce4277858a72,YY,"TIMMONS AND COMPANY, INC.",38164,MICRON TECHNOLOGY INC,2001,year_end,RET,,"Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,SENATE",160000,,0,0,2002-02-14T00:00:00-05:00 134438,8d6c766f-2625-4dc8-9f04-0e60c037033c,YY,THE DUBERSTEIN GROUP INC.,12675,GOLDMAN SACHS GROUP INC,2001,year_end,RET,,"Commerce, Dept of (DOC),Federal Reserve System,HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),SENATE,Treasury, Dept of,U.S. Trade Representative (USTR),White House Office",40000,,0,0,2002-02-14T00:00:00-05:00 134482,d7e3992d-19a4-4845-8c04-fac0c8f705a9,YY,THE DUBERSTEIN GROUP INC.,12675,AMERICAN COUNCIL OF LIFE INSURANCE,2001,year_end,RET,,"HOUSE OF REPRESENTATIVES,SENATE,White House Office",80000,,0,0,2002-02-14T00:00:00-05:00 134540,ebf14572-846c-405d-b6c8-1a7f4b59a270,YY,"EDUCATION LEGISLATIVE SERVICES, INC",13164,CENTRAL CALIFORNIA EDUCATION LEGISLATION CONSORTIUM,2001,year_end,RET,,"Agriculture, Dept of (USDA),Education, Dept of,Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,SENATE",109000,,0,0,2002-02-14T00:00:00-05:00 134642,530bf439-bcf8-4cff-bce7-9ab68254eaf9,YY,SQUIRE PATTON BOGGS,30906,NEW YORK LIFE INSURANCE COMPANY,2001,year_end,RET,,"HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of",100000,,0,0,2002-02-14T00:00:00-05:00 134696,0cff9789-7165-453e-95bb-825c0df03852,YY,ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG),57475,NATL ASSN OF PROFESSIONAL EMPLOYER ORGANIZATION,2001,year_end,RET,,"HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of",60000,,0,0,2002-02-14T00:00:00-05:00 134697,bb0fb2ab-bf9d-41a3-ade6-f5d820734c4f,YY,AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES,3481,AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES,2001,year_end,RET,,"HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),SENATE,Treasury, Dept of",,100000,0,0,2002-02-14T00:00:00-05:00 134705,10f450e7-fd10-4921-a62d-83a3d8018176,YY,ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG),57475,MASS MUTUAL (MA MUTUAL LIFE INSURANCE CO),2001,year_end,RET,,"HOUSE OF REPRESENTATIVES,SENATE",60000,,0,0,2002-02-14T00:00:00-05:00 134960,b696055e-d4d7-4007-bb05-9a368b577ee6,YY,DEWEY & LEBOEUF LLP,22405,NATIONWIDE GLOBAL,2001,year_end,RET,,"Commerce, Dept of (DOC),HOUSE OF REPRESENTATIVES,SENATE,State, Dept of (DOS)",40000,,0,0,2002-02-14T00:00:00-05:00 135132,5804d400-75e0-47cd-a425-446a95bd58a1,YY,AMERICAN COUNCIL OF LIFE INSURERS,2115,AMERICAN COUNCIL OF LIFE INSURERS,2001,year_end,RET,"S.742 --Retirement Security and Savings Act of 2001 4/06/01 (Grassley, Baucus) HR.2269 --Retirement Security Advice Act of 2001 (Boehner) To amend title I of the Employee Retirement Income Security Act of 1974 and the Internal Revenue Code of 1986 to promote the provision of retirement investment advice to workers managing their retirement income assets. HR.2134 --(Rep. Sanders, I-VT) A bill to amend title IV of the Employee Retirement Income Security Act of 1974 to increase the phase- in limitation applicable to the guarantee under such title of benefit improvements made prior to plan termination. HR.2110 --Retirement Security Act of 2001 (Rep. Petri R-WI) A bill to provide for the establishment and maintenance of personal Social Security investment accounts under the Social Security system. HR.1731 --Social Security Earnings Limit Repeal Act of 2001 (Rep. Sessions, R-TX) To amend title II of the Social Security Act to eliminate the earnings test for individuals who have attained age 62.","HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),SENATE,Treasury, Dept of",,3030000,0,0,2002-02-14T00:00:00-05:00 135323,6ba9e65e-92d3-42ee-92ce-000baf310e79,YY,INDEPENDENT INSURANCE AGENTS & BROKERS OF AMERICA,19228,INDEPENDENT INSURANCE AGENTS & BROKERS OF AMERICA,2001,year_end,RET,,"Agriculture, Dept of (USDA),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Office of the Comptroller of the Currency (OCC),SENATE,Treasury, Dept of",,450000,0,0,2002-02-14T00:00:00-05:00 135348,9d9217b3-f2c6-476f-ab09-9fa536ae88e1,YY,INTERNATIONAL BROTHERHOOD OF TEAMSTERS,19855,INTERNATIONAL BROTHERHOOD OF TEAMSTERS,2001,year_end,RET,,"Energy, Dept of,Federal Highway Administration (FHA),HOUSE OF REPRESENTATIVES,Housing & Urban Development, Dept of (HUD),Interior, Dept of (DOI),Labor, Dept of (DOL),Office of the Vice President of the United States,SENATE,State, Dept of (DOS),Transportation, Dept of (DOT),U.S. Trade Representative (USTR),White House Office",,510000,0,0,2002-02-14T00:00:00-05:00 135397,c4c4518b-5fd7-4c73-b5f1-15790f2f19bd,YY,"SUSAN J. WHITE & ASSOCIATES, INC.",41181,NATIONAL ASSOCIATION OF GOVERNMENT DEFINED CONTRIBUTION ADMINISTRATORS,2001,year_end,RET,,"HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of,U.S. Architectural & Transportation Barriers Compliance Board (ACCESS)",40000,,0,0,2002-02-14T00:00:00-05:00 135514,f1eacb2c-378f-4044-8370-bbbc01b8eee5,YY,ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG),57475,AMERICAN STAFFING ASSOCIATION,2001,year_end,RET,,"HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of",40000,,0,0,2002-02-14T00:00:00-05:00 135555,cb0dd01e-6362-45d2-ade1-c7578f6da801,YY,NEW YORK LIFE INSURANCE COMPANY,29174,NEW YORK LIFE INSURANCE COMPANY,2001,year_end,RET,,"HOUSE OF REPRESENTATIVES,Office of Personnel Management (OPM),SENATE,Treasury, Dept of,U.S. Trade Representative (USTR)",,1100000,0,0,2002-02-14T00:00:00-05:00 135687,d9f70ef2-b21d-444d-b18a-034c23f06fca,YY,ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG),57475,MERRILL LYNCH,2001,year_end,RET,,"Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of",460000,,0,0,2002-02-14T00:00:00-05:00 135733,5659904f-5761-4668-9b13-0f20febf2a2e,YY,"PRINTING INDUSTRIES OF AMERICA, INC.",32203,PRINTING INDUSTRIES OF AMERICA INC,2001,year_end,RET,,"HOUSE OF REPRESENTATIVES,SENATE",,210441,0,0,2002-02-14T00:00:00-05:00 135743,db83787a-2aa9-4cfe-b30f-7c49a10b41fb,YY,"THE OB-C GROUP, LLC",29802,INVESTMENT CO INSTITUTE,2001,year_end,RET,,"HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2002-02-14T00:00:00-05:00 136031,47668630-fcfa-421a-9443-5c97c29bf49d,YY,NATIONAL EDUCATION ASSOCIATION,27731,NATIONAL EDUCATION ASSOCIATION,2001,year_end,RET,,"Centers For Medicare and Medicaid Services (CMS),Education, Dept of,HOUSE OF REPRESENTATIVES,SENATE,White House Office",,540000,0,0,2002-02-14T00:00:00-05:00 136132,53fb03eb-0ede-4912-8ab6-7f414746ca56,YY,THE ERISA INDUSTRY COMMITTEE,13803,ERISA INDUSTRY COMMITTEE,2001,year_end,RET,"H.R. 333 Bankruptcy Reform Act of 2001; §224. H.R.1026 Increased IRAs for All Act of 2001 H.R.1487 AMT Relief for ISOs; entire bill. H.R.2036 Social Security Number Privacy and Identity Theft Prevention Act of 2001 H.R.2269 Retirement Security Advice Act of 2001; entire bill. H.R.2282 Preservation of Civil Rights Protections Act of 2001; entire bill. H.R.2558 Teacher Voluntary Early Retirement Act of 2001; entire bill. H.R.2695 Treatment of ISOs and ESPPs; entire bill. H.R.2794 AMT Relief for ISOs, entire bill. H.R. 2884 Victims of Terrorism Tax Relief Act of 2001; Title I. H.R.2968 Aviation Employee Assistance Relief Act of 2001; entire bill. H.R.3090 Economic Security and Recovery Act of 2001; Title III. H.R.3463 The Pension Protection Act; entire bill. H.R.3488 Retirement Opportunity Expansion Act of 2001; entire bill. H.R.3509 Retirement Account Protection Act of 2001; entire bill. S. 220 Bankruptcy Reform Act of 2001; §224. S. 848 The Social Security Misuse Prevention Act of 2001; entire bill. S.1055 The Privacy Act of 2001; Titles II, IV. S.1142 AMT Relief for ISOs; entire bill. S.1383 Treatment of ISOs and ESPPs; entire bill. S.1677 Independent Investment Advice Act of 2001; entire bill. S.1838 Pension Protection and Diversification Act of 2001; entire bill.","Centers For Medicare and Medicaid Services (CMS),Equal Employment Opportunity Commission (EEOC),Executive Office of the President (EOP),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),Pension & Welfare Benefits Administration,SENATE",,140000,0,0,2002-02-14T00:00:00-05:00 136387,450c7051-29c6-4914-b33d-3d368560b3f6,YY,AARP,1694,AARP,2001,year_end,RET,,"Commerce, Dept of (DOC),Federal Communications Commission (FCC),Federal Trade Commission (FTC),HOUSE OF REPRESENTATIVES,Housing & Urban Development, Dept of (HUD),Internal Revenue Service (IRS),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of,White House Office",,2000000,0,0,2002-02-14T00:00:00-05:00 136429,5dd7a1d3-8f63-4a50-ae89-4cb3e4973679,YY,SOCIETY FOR HUMAN RESOURCE MANAGEMENT,35946,SOCIETY FOR HUMAN RESOURCE MANAGEMENT,2001,year_end,RET,,"Equal Employment Opportunity Commission (EEOC),Executive Office of the President (EOP),Federal Trade Commission (FTC),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Transportation, Dept of (DOT),Treasury, Dept of",,180000,0,0,2002-02-14T00:00:00-05:00 136617,17b5d5c4-4aa5-46d7-9763-d0d073b1c7ca,YY,"EDUCATION LEGISLATIVE SERVICES, INC",13164,OAKLAND UNIFIED SCHOOL DIST,2001,year_end,RET,,"Agriculture, Dept of (USDA),Education, Dept of,Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,White House Office",19000,,0,0,2002-02-14T00:00:00-05:00 136650,e8cb7530-c62a-4dd4-89a5-d8df69a1faf7,YY,NATIONAL ACTIVE AND RETIRED FEDERAL EMPLOYEES ASSOCIATION,27081,NATIONAL ACTIVE AND RETIRED FEDERAL EMPLOYEES ASSOCIATION,2001,year_end,RET,"HR 572, a bill to move the Civil Service Retirement and Disability Fund off budget. HR 2012 and S. 155, to provide retirement equity to Military Reserve Technicians. HR 664 and S. 611 to amend the Government Pension Offset (GPO) of the Social Security Act. HR 848, a bill to repeal the Social Security Windfall Elimination Provision (WEP). HR 1073, a bill to reform the Social Security WEP. HR 2638 and S. 1523, to repeal the GPO and the WEP of the Social Security Act. HR 3497, to reform the Social Security Act, including reform of the GPO. HR 352, a bill to prevent the erosion of deferred federal retirement benefits and eliminate a disparity in spousal protection for deferred annuitants.","HOUSE OF REPRESENTATIVES,SENATE",,90000,0,0,2002-02-14T00:00:00-05:00 136790,d32b414e-64f6-43da-abbb-1006ee80ce62,YY,INTERNATIONAL BUSINESS MACHINES CORPORATION (IBM),19877,INTERNATIONAL BUSINESS MACHINES CORPORATION (IBM),2001,year_end,RET,,"Bureau of Industry and Security (BIS),Centers For Medicare and Medicaid Services (CMS),Central Intelligence Agency (CIA),Commerce, Dept of (DOC),Council of Economic Advisers (CEA),Defense, Dept of (DOD),Education, Dept of,Energy, Dept of,Environmental Protection Agency (EPA),Executive Office of the President (EOP),Federal Communications Commission (FCC),Federal Energy Regulatory Commission (FERC),Federal Trade Commission (FTC),General Services Administration (GSA),Health & Human Services, Dept of (HHS),Health Resources & Services Administration (HRSA),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Intl Trade Administration (ITA),Labor, Dept of (DOL),Natl Economic Council (NEC),Natl Institutes of Health (NIH),Natl Science Foundation (NSF),Natl Security Agency (NSA),Natl Security Council (NSC),Natl Telecommunications & Information Administration (NTIA),Occupational Safety & Health Administration (OSHA),Office of Management & Budget (OMB),Office of Science & Technology Policy (OSTP),Office of the Vice President of the United States,Patent & Trademark Office (PTO),SENATE,State, Dept of (DOS),Technology Administration,Treasury, Dept of,U.S. Customs & Border Protection,U.S. Trade Representative (USTR)",,2240000,0,0,2002-02-14T00:00:00-05:00 136887,2743c102-36fa-4591-83f3-244847e749c5,YY,SQUIRE PATTON BOGGS,30906,NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY,2001,year_end,RET,,"HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of",,,0,0,2002-02-14T00:00:00-05:00 136987,9ae3b504-1420-4257-81f5-4565da18a37e,YY,SQUIRE PATTON BOGGS,30906,MASSACHUSETTS MUTUAL LIFE INSURANCE CO,2001,year_end,RET,,"HOUSE OF REPRESENTATIVES,SENATE",60000,,0,0,2002-02-14T00:00:00-05:00 137101,59f80171-9530-4be9-bb53-83c2e249e3f5,YY,THE DUBERSTEIN GROUP INC.,12675,CSX CORPORATION,2001,year_end,RET,,"HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),Office of Management & Budget (OMB),SENATE,Transportation, Dept of (DOT),White House Office",40000,,0,0,2002-02-14T00:00:00-05:00 137478,2f6bc10e-984c-472d-a966-6bbaf24f01c8,YT,DEWEY BALLANTINE LLP,12174,RAILROAD RETIREMENT TAX WORKING GROUP,2001,year_end,RET,,"Congressional Budget Office (CBO),Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),Railroad Retirement Board,SENATE",860000,,0,0,2002-02-14T00:00:00-05:00 137628,8559dc46-c679-4d19-ac4f-af2c1d034a76,YY,BELLSOUTH CORP,5905,BELLSOUTH CORP,2001,year_end,RET,,"Federal Communications Commission (FCC),HOUSE OF REPRESENTATIVES,SENATE",1562602,,0,0,2002-02-14T00:00:00-05:00 137763,d2b52ba7-45ac-4ac2-8c2c-90e6bfbf591e,YY,ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG),57475,SECURITIES INDUSTRY & FINANCIAL MARKETS ASSN.,2001,year_end,RET,,"HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of",160000,,0,0,2002-02-14T00:00:00-05:00 137920,dd2beace-4fec-4498-95ad-c285966e3c48,YY,ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG),57475,ASSOCIATION OF AMERICAN RAILROADS,2001,year_end,RET,,"Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of",80000,,0,0,2002-02-14T00:00:00-05:00 138079,9c311a73-206b-4ef9-b04c-bc1e580b237c,YY,SUNRISE RESEARCH CORPORATION,37356,JONES DAY REAVIS & POGUE,2001,year_end,RET,,"HOUSE OF REPRESENTATIVES,SENATE",100000,,0,0,2002-02-14T00:00:00-05:00 138431,7b659ff7-cb12-4a90-a739-94c9f44f6b9a,YY,THE CHARLES SCHWAB CORPORATION,34637,CHARLES SCHWAB CORPORATION,2001,year_end,RET,,"HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2002-02-14T00:00:00-05:00 138480,e76071e9-6dd6-47d1-ad2c-a213a90def44,YY,BGR GOVERNMENT AFFAIRS,5357,MASSMUTUAL LIFE INSURANCE,2001,year_end,RET,,"Executive Office of the President (EOP),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of",60000,,0,0,2002-02-14T00:00:00-05:00 138542,c8d538ba-927e-4fee-acca-39dd1d75e67b,YY,"CITIGROUP, INC",9272,CITIGROUP INC,2001,year_end,RET,,"Commerce, Dept of (DOC),Executive Office of the President (EOP),Federal Trade Commission (FTC),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of",2080000,,0,0,2002-02-14T00:00:00-05:00 138598,db3b1a64-ae9a-42d0-8a39-612e9f8ba77c,YY,CARMEN GROUP INCORPORATED,8316,UNITED SENIORS ASSN,2001,year_end,RET,,"HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2002-02-14T00:00:00-05:00 138902,9dce82af-917f-42f8-808c-725ac965484b,YY,HARTFORD INSURANCE GROUP (FKA HARTFORD FINANCIAL SERVICES GROUP),17682,HARTFORD INSURANCE GROUP (FKA HARTFORD FINANCIAL SERVICES GROUP),2001,year_end,RET,"Pension Reform Legislation, including the Portman-Cardin bills and Retirement Savings Incentives Legislation.","HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of",,580000,0,0,2002-02-14T00:00:00-05:00 139047,d61543a9-9458-4327-84c1-28d35cc6c6a2,YY,BNSF RAILWAY COMPANY,7441,BNSF RAILWAY COMPANY,2001,year_end,RET,,"Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,Office of the Vice President of the United States,SENATE,Transportation, Dept of (DOT)",,480000,0,0,2002-02-14T00:00:00-05:00 139130,ee3a24ae-1d08-43ea-9772-485dbdea6498,YY,"SUSAN J. WHITE & ASSOCIATES, INC.",41181,COOK COUNTY IL,2001,year_end,RET,,"Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of,White House Office",60000,,0,0,2002-02-14T00:00:00-05:00 139222,b5eccd57-243f-43f8-ba8b-69b7af6db1f1,YY,RETIRESAFE,11025,RETIRESAFE,2001,year_end,RET,,"HOUSE OF REPRESENTATIVES,SENATE",,360000,0,0,2002-02-14T00:00:00-05:00 139293,5a46fc46-aa6b-426c-8953-88a794bea5a5,YY,BAKER & HOSTETLER LLP,5131,CITIGROUP,2001,year_end,RET,,"HOUSE OF REPRESENTATIVES,SENATE",120000,,0,0,2002-02-14T00:00:00-05:00 139321,d8078840-3bf6-4710-9ae9-9b3d23e81f3a,YY,"SUSAN J. WHITE & ASSOCIATES, INC.",41181,CUYAHOGA COUNTY,2001,year_end,RET,,"Environmental Protection Agency (EPA),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),Labor, Dept of (DOL),SENATE,White House Office",20000,,0,0,2002-02-14T00:00:00-05:00 139374,09b72ee2-d2b6-4e1b-a22f-bbf38a95f161,YY,ARTHUR ANDERSEN,4367,ARTHUR ANDERSEN,2001,year_end,RET,,"HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE,U.S. Trade Representative (USTR)",820000,,0,0,2002-02-14T00:00:00-05:00 139513,8095f68c-7611-4e71-ac24-86a32479ae2f,YT,DAVIS & HARMAN LLP,11674,FINANCIAL EXECUTIVES INTERNATIONAL,2001,year_end,RET,,"HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE",20000,,0,0,2002-02-15T00:00:00-05:00 140000,50a37a1d-85f5-47f9-9b6a-693750e19e4a,YY,JOHN HANCOCK LIFE INSURANCE CO,60696,JOHN HANCOCK LIFE INSURANCE CO,2001,year_end,RET,,"HOUSE OF REPRESENTATIVES,SENATE",520000,,0,0,2002-02-19T00:00:00-05:00 140255,9b8a952e-75a5-409d-a2b6-1444dc003126,YY,UNIVERSITY OF ILLINOIS,39427,UNIVERSITY OF ILLINOIS,2001,year_end,RET,,"Agriculture, Dept of (USDA),Bureau of Citizenship & Immigration Services (BCIS),Education, Dept of,Federal Highway Administration (FHA),Health & Human Services, Dept of (HHS),Health Resources & Services Administration (HRSA),HOUSE OF REPRESENTATIVES,Justice, Dept of (DOJ),Natl Aeronautics & Space Administration (NASA),Natl Endowment for the Arts,Natl Foundation on the Arts & Humanities,Natl Institutes of Health (NIH),Natl Science Foundation (NSF),SENATE,Transportation, Dept of (DOT)",,20000,0,0,2002-02-20T00:00:00-05:00 140387,4d555bfa-abac-4856-825d-f952c9c60837,YA,"PRINTING INDUSTRIES OF AMERICA, INC.",32203,PRINTING INDUSTRIES OF AMERICA INC,2001,year_end,RET,,"HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2002-02-21T00:00:00-05:00 140596,e8ad543e-3caa-4596-a3ee-22ebf50b2bae,YY,INTERNATIONAL BROTHERHOOD OF BOILERMAKERS,19811,INTERNATIONAL BROTHERHOOD OF BOILERMAKERS,2001,year_end,RET,,"Environmental Protection Agency (EPA),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Mine Safety & Health Administration (MSHA),SENATE,Transportation, Dept of (DOT),U.S. Trade Representative (USTR)",,60000,0,0,2002-02-26T00:00:00-05:00 140622,cdf05499-43ab-4aa3-a8bc-69c8293ed838,YY,BUCHANAN INGERSOLL & ROONEY PC,55291,MPOWER ADVISORS LLC,2001,year_end,RET,,"HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL)",20000,,0,0,2002-02-26T00:00:00-05:00 140639,828fab04-6392-43f0-91b0-0bcadd208f98,YY,PLAN SPONSOR COUNCIL OF AMERICA FKA PROFIT SHARING/401K COUNCIL OF AMERICA,32293,PLAN SPONSOR COUNCIL OF AMERICA FKA PROFIT SHARING/401K COUNCIL OF AMERICA,2001,year_end,RET,,"HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),SENATE,Treasury, Dept of",,80000,0,0,2002-02-26T00:00:00-05:00 141073,b2140dfc-ac91-481a-a6c1-1c05579099de,YY,FORD MOTOR COMPANY,15133,FORD MOTOR COMPANY,2001,year_end,RET,,"Commerce, Dept of (DOC),Energy, Dept of,Environmental Protection Agency (EPA),Federal Trade Commission (FTC),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Interior, Dept of (DOI),Justice, Dept of (DOJ),Natl Highway Traffic Safety Administration (NHTSA),SENATE,State, Dept of (DOS),Transportation, Dept of (DOT),Treasury, Dept of,U.S. Trade Representative (USTR),White House Office",,2740000,0,0,2002-02-28T00:00:00-05:00