2025 third_quarter Filing
Q3Income
$30K
Filed
October 20, 2025
Lobbying Activities
Taxation/Internal Revenue CodeView all
Tax issues related to the life insurance industry Proposals related to ordinary tax treatment of debt investments Proposals relating to 403b
Contacted:HOUSE OF REPRESENTATIVES, SENATE
RetirementView all
Issues relating to retirement security Legislation to enhance retirement plan options Monitor legislation related to data privacy and security
Contacted:HOUSE OF REPRESENTATIVES, SENATE
Financial Institutions/Investments/SecuritiesView all
Lobbyists (4)
mr PATRICK JOHN O'NEILL
STEVEN EICHENAUER
Legislative Assistant, U.S. Senator Jack Reed
NANCY O'NEALL
ABBIE SORRENDINO
Chief of Staff, Office of Congressman Joe Morelle