Golden Rule Insurance Company

Registered Principal Details

Business Or Interest:
Life and health insurance.

Lobbying Interests:
Due to Golden Rule's significant business presence in Wisconsin, Golden Rule lobbyists handle a wide variety of issues. We anticipate handling the following issues: state implementation of federal health insurance reform laws; general insurance laws related to the issue and rating of insurance policies; the Wisconsin Health Insurance Risk Sharing Plan (HIRSP); all legislative and administrative rules impacting individual health insurance; all legislation and administrative rules impacting life insurance.

CEO Name:
Jack Whelan
Public Policy Specialist

Contact
JW
Joshua Watson
7440 Woodland Dr
Indianapolis, IN 46278-1719
(317) 715-7274
(317) 290-8517
jpwatson@goldenrule.com

Authorized Lobbyists

Lobbyist Name Exclusive Duties Authorized On Withdrawn On
Joshua Watson Exclusive Duties N/A Authorized On 1/1/2003 Withdrawn On N/A
Donald Stitt Exclusive Duties N/A Authorized On 1/1/2003 Withdrawn On N/A
Thomas J Springer Exclusive Duties N/A Authorized On 1/8/2003 Withdrawn On N/A

Lobbying Interests

Legislative Bills/Resolutions

Assembly Bill 685
Assembly Bill 685
relating to: the definition of a group health benefit plan.

Bill Text and History

For
Notification Date
1/23/2004
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Assembly Bill 815
Assembly Bill 815
relating to: adopting federal law as it relates to health savings accounts for state income and franchise tax purposes.

Bill Text and History

For
Notification Date
2/9/2004
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Senate Bill 322
Senate Bill 322
relating to: the definition of a group health benefit plan.

Bill Text and History

For
Notification Date
1/23/2004
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.
Senate Bill 568
Senate Bill 568
relating to: creating a nonrefundable individual income tax credit for certain amounts relating to health savings accounts that may be deducted from, or are exempt from, federal income taxes.

Bill Text and History

For
Notification Date
5/24/2004
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Budget Bill Subjects

Insurance
Biennial budget bill treatment of matter relating to
Insurance

Notification Date
3/3/2003
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Comments
All issues pertaining to or concerening health and life insurance.

Topics Not Yet Assigned A Bill Or Rule Number

Development, drafting or introduction of a proposal relating to INS 9.
Development, drafting or introduction of a proposal relating to
Development, drafting or introduction of a proposal relating to INS 9.

Action Intended To Affect
Rule (by a state agency)

Notification Date
7/30/2004
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

The inclusion of language into Wisconsin code to allow small business employers to periodically deduct insurance premiums for their employees who have purchased an individual policy from an insurer, commonly referred to as "List Bill".
Development, drafting or introduction of a proposal relating to
The inclusion of language into Wisconsin code to allow small business employers to periodically deduct insurance premiums for their employees who have purchased an individual policy from an insurer, commonly referred to as "List Bill".

Action Intended To Affect
Both Legislative Matter and Rule

Notification Date
12/16/2002
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal has not yet communicated on this matter, but intends to do so at a later date.

Total Lobbying Effort

  2004
January - June
2004
July - December
Total
Total Lobbying Expenditures 2004
January - June
$47,438.02
2004
July - December
$45,842.21
Total $93,280.23
Total Hours Communicating 2004
January - June
120.95
2004
July - December
48.00
Total 168.95
Total Hours Other 2004
January - June
213.00
2004
July - December
287.50
Total 500.50

Percent Allocation of Lobbying Effort

Legislative Bills/Resolutions

relating to: adopting federal law as it relates to health savings accounts for state income and franchise tax purposes.
2003
January - June
2003
July - December
2004
January - June
2004
July - December
Total
2003
January - June
2003
July - December
2004
January - June
1%
2004
July - December
Total < 1%
relating to: creating a nonrefundable individual income tax credit for certain amounts relating to health savings accounts that may be deducted from, or are exempt from, federal income taxes.
2003
January - June
2003
July - December
2004
January - June
2004
July - December
Total
2003
January - June
2003
July - December
2004
January - June
1%
2004
July - December
Total < 1%
relating to: the definition of a group health benefit plan.
2003
January - June
2003
July - December
2004
January - June
2004
July - December
Total
2003
January - June
2003
July - December
2004
January - June
40%
2004
July - December
Total 20%
relating to: the definition of a group health benefit plan.
2003
January - June
2003
July - December
2004
January - June
2004
July - December
Total
2003
January - June
2003
July - December
2004
January - June
40%
2004
July - December
Total 20%

Budget Bill Subjects

No budget bill subjects found.

Administrative Rulemaking Proceedings

No administrative rulemaking proceedings found.

Topics Not Yet Assigned A Bill Or Rule Number

2003
January - June
2003
July - December
2004
January - June
2004
July - December
Total
2003
January - June
2003
July - December
2004
January - June
1%
2004
July - December
Total < 1%
2003
January - June
2003
July - December
2004
January - June
2004
July - December
Total
2003
January - June
2003
July - December
2004
January - June
2004
July - December
99%
Total 50%

Minor Efforts

(Time spent on matters each of which accounted for less than 10% of the organization's lobbying.)

Minor Efforts
2003
January - June
2003
July - December
2004
January - June
2004
July - December
Total
2003
January - June
2003
July - December
2004
January - June
1%
2004
July - December
1%
Total 1%

Other Matters

Includes time spent on:

  • Gubernatorial nominations
  • Matters on which the organization made no lobbying communication

Other Matters
2003
January - June
2003
July - December
2004
January - June
2004
July - December
Total
2003
January - June
2003
July - December
2004
January - June
16%
2004
July - December
Total 8%

Filed Statements of Lobbying Activity and Expenditures